On August 14, the A-share market fluctuated and adjusted throughout the day, with nearly 3700 individual stocks falling. The turnover of the two cities was 477.5 billion yuan in the half day, an increase of 0.1 billion yuan from the previous day, and the turnover for three consecutive days fell below 500 billion. On the plate, the AI glasses concept was active, game stocks fluctuated and rose, the consumer electronics sector continued to strengthen, and the MR concept led the way. Medical stocks continued to adjust, with wind power equipment, petrochemicals, and power batteries leading the decline.

On the plate, the AI glasses concept was active, game stocks fluctuated and rose, the consumer electronics sector continued to strengthen, and the MR concept led the way. Medical stocks continued to adjust, with wind power equipment, petrochemicals, and power batteries leading the decline.

Today, a total of 36 stocks hit the limit up, with a total of 11 consecutive boards, and 25 failed to hit the limit, with a limit rate of 59% (excluding ST stocks, delisted stocks and new stocks that have not yet opened).

In terms of focus stocks, the intelligent driving concept stock Guizhou Transportation Planning Survey&Design Academe hit the limit up for 4 consecutive boards, Beijing Starneto Technology hit the limit up for 2 consecutive boards, and Xiamen King Long Motor Group hit the limit up for 2 consecutive boards. In addition, the AR glasses concept stock Doctorglasses Chain GEM hit the limit up for 2 consecutive boards, Yes Optoelectronics hit the limit up for 2 consecutive boards, and Asia Vets hit the limit up for 2 consecutive boards.

Now let's take a look at today's Longhu Bang.

The top three net buy amounts in the long and short list today are Shanghai Belling Corp., Ltd., Huizhou Speed Wireless Technology, and Xiamen King Long Motor Group, with amounts of 0.136 billion yuan, 71.168 million yuan, and 69.4911 million yuan, respectively.

The top three net sells in the long and short list today are Dongfang Electric Corporation, Hope Runway Environmental Technology, and Zhejiang MTCN Technology, with amounts of 0.264 billion yuan, 40.677 million yuan, and 37.4247 million yuan, respectively.

Among the individual stocks involved in the institutional special seat in the long and short list, the top three net buy amounts that day were Huizhou Speed Wireless Technology, Poly Union Chemical Holding Group, and Xingxin New Materials, with amounts of 39.6362 million yuan, 11.7108 million yuan, and 8.7137 million yuan, respectively.

Among the individual stocks involved in the institutional special seat in the long and short list, the top three net sells that day were Dongfang Electric Corporation, Weihua Shares, and Tibet Tianlu, with amounts of 0.262 billion yuan, 68.2199 million yuan, and 26.7731 million yuan, respectively.

Some of the top stock themes on the lists are:

Shanghai Belling Corp., Ltd. (Semiconductors)

On Tuesday, US semiconductor concept stocks generally rose. SIA expects global semiconductor sales to reach a record high of $611.2 billion in 2024, with a year-on-year growth rate of approximately 16%.

Huizhou Speed Wireless Technology (AR/VR+Intelligent Driving+Flying Cars)

In the news, Apple is rumored to be developing AI smart glasses, and the inexpensive version Vision Pro may be launched next year.

1. The company is an important supplier of international leading customer VR/AR antennas.

2. The onboard antenna products mainly include GPS/Beidou/high-precision positioning and millimeter-wave radar antennas, which can be used in the field of intelligent driving.

3. The company is a core supplier of domestic 5G base station vibrators, and supplies Huawei 5G macro base station antenna vibrators. The company's antenna products can be applied to intelligent terminals, 5G base stations, intelligent vehicles, wearables and other fields. The company has related products or technologies for 5.5G, and previously supplied mobile phone antennas for Huawei Mate20Pro and 5G versions.

Dongfang Electric Corporation (Energy Storage+Electrical Utilities)

According to the data, Dongfang Electric Corporation mainly develops, designs, manufactures, and sells advanced power generation equipment such as hydropower, thermal power, nuclear power, wind power, gas power, and solar power, and provides engineering contracts and services to global energy operators. The company's main products include 1 million-kilowatt-level hydrogenerator units, 1.35 million-kilowatt-level ultra-supercritical thermal power units, 1.75 million-kilowatt-level nuclear power units, heavy-duty gas turbine equipment, direct-drive and doubly-fed full range wind power generation units, high-efficiency solar power station equipment, etc.

The top three net buy amounts in the long and short list today are Shanghai Belling Corp., Ltd., Huizhou Speed Wireless Technology, and Xiamen King Long Motor Group, with amounts of 0.136 billion yuan, 71.168 million yuan, and 69.4911 million yuan, respectively.

Key trading stocks of institutions:

Huizhou Speed Wireless Technology: Today's limit-up, the turnover rate throughout the day was 18.63%, the turnover was 0.843 billion yuan, and the fluctuation was 21.80%. The long and short list data shows that institutions' net purchases were 39.6362 million yuan, and the total net purchases of business departments' seats were 31.5318 million yuan.

Poly Union Chemical Holding Group: today's limit, turnover rate of 9.82% throughout the day, transaction amount of 0.375 billion yuan, amplitude of 4.05%. The dragon and tiger list data shows that institutions net purchased 11.7108 million yuan, and the net purchased positions of the business department totaled 42.5077 million yuan.

Xingxin New Material: up by 0.36%, turnover rate of 26.95% throughout the day, transaction amount of 0.189 billion yuan, volatility of 6.22%. The dragon and tiger list data shows that institutions net purchased 8.7137 million yuan, and the net sold positions of the business department totaled 7.0435 million yuan.

Dongfang Electric Corporation: today's limit, turnover rate of 3.55%, transaction volume of 0.7175 million shares, transaction amount of 1.055 billion yuan. The dragon and tiger list data shows that institutions sold a total of 0.262 billion yuan, and northbound funds sold a total of 49.7752 million yuan.

Weihua New Material: on the first day of listing, it rose by 35.65%. The dragon and tiger list data shows that the day's trading volume of the listed business department was 0.145 billion yuan, accounting for 13.66% of the total trading volume that day. Institutions sold a net total of 68.2199 million yuan.

Tibet Tianlu: today's limit, turnover rate of 2.36%, transaction amount of 0.166 billion yuan. The dragon and tiger list data shows that institutions sold a net total of 26.7731 million yuan, and the net purchased positions of the business department totaled 60.7871 million yuan.

In the list of long and short transactions, there are 5 stocks involving the special seats of Shanghai-Hong Kong Stock Connect, and Shanghai Belling's special seats for Shanghai-Hong Kong Stock Connect have the largest net purchases, with a net purchase of 0.166 billion yuan.

In the list of long and short transactions, there are 3 stocks involving the special seats of Shenzhen-Hong Kong Stock Connect, and Starnet Technology's special seats for Shenzhen-Hong Kong Stock Connect have the largest net purchases, with a net purchase of 10.7273 million yuan.

Yoozoo operation dynamics:

Sunan Bang: net purchased Xiamen King Long Motor Group, Doctor Glasses, Starneto Technology, Weichai Heavy Machinery, with a total of 34 million yuan, 19.62 million yuan, 18.1 million yuan, and 13.71 million yuan respectively.

Fang Xinxia: net purchased Longqi Technology and Shanghai Belling, with a total of 49.27 million yuan and 40 million yuan respectively.

Little Crocodile: net purchased Xiamen King Long Motor Group for 76.23 million yuan.

Hujialou: net purchased Weichai Heavy Machinery, Poly Union Chemical Holding Group, and Crown Long Energy for 46.8 million yuan, 31.5 million yuan, and 14.53 million yuan, respectively.

Siming South Road: net purchased Guizhou Transportation Planning Survey&Design Academe, Yidao Information, Doctor Glasses, Tibet Tianlu, with a total of 23.02 million yuan, 22.41 million yuan, 16.8 million yuan, and 11.72 million yuan respectively.

Xiaoxian Pai: net purchased Jiangxi Firstar Panel Technology for 19.64 million yuan.

Ningbo Sangtian Road: net purchased Poly Union Chemical Holding Group for 24.53 million yuan, and net sold Starnet Technology for 31.71 million yuan.

Low Position Mining: net sold Dazhong Transportation(Group)Co.,Ltd., Doctor Glasses, and Zhejiang MTCN Technology for 38.23 million yuan, 24.73 million yuan, and 15.19 million yuan respectively.

Yulan Road: net sold Xiamen King Long Motor Group for 34.53 million yuan.

Northeast Tough Guy: net sold Crown Long Energy and Weichai Heavy Machinery for 26.46 million yuan and 22.7 million yuan respectively.