On August 29th, A-shares saw differentiated performance, with nearly 4200 stocks rising and a total turnover of 607.2 billion yuan. The market focus was on consumer electronics, photovoltaic equipment, and baijiu (Chinese liquor).

In terms of individual stocks, Shenzhen Huaqiang failed to make the grade, and China West Construction, which had achieved 5 consecutive days of limit up, became the new high limit stock. The foldable screen concept saw a collective outbreak, with Kunshan Kersen Science & Technology hitting the limit up for 4 consecutive days, and Shenzhen CDL Precision Technology, Wuhu Token Sciences, and Amsky Technology all reaching the 20% daily limit. Guangdong Transtek Medical Electronics, a stock related to smart rings, hit its third limit up in 4 days on the Growth Enterprise Market (GEM).

Let's take a look at the Dragon Tiger List below:

The top three net buying stocks on the daily Dragon and Tiger list were Lingyi Itech, Guangzhou Great Power Energy and Technology, and Shijiazhuang Changshan Beiming, with net buying amounts of 0.174 billion yuan, 0.17 billion yuan, and 0.148 billion yuan, respectively.

The top three daily net sales in the Dragon and Tiger Ranking are Daqin Railway, Shenzhen Huaqiang, and Heilongjiang Interchina Water Treatment, with sales of 0.297 billion yuan, 0.131 billion yuan, and 85.5501 million yuan respectively.

Among the individual stocks involved in the Dragon and Tiger Ranking with institution-specific seats, the top three in daily net buying are Wuhan P&S Information Technology, Skyworth Digital, and Haoshanghao, with a net buying of 45.5556 million yuan, 18.8275 million yuan, and 11.8787 million yuan respectively.

Among the individual stocks involved in the Dragon and Tiger Ranking with institution-specific seats, the top three in daily net sales are Guoketiancheng, Daqin Railway, and Heilongjiang Interchina Water Treatment, with sales of 35.3519 million yuan, 32.6005 million yuan, and 26.2193 million yuan respectively.

Some of the top stock themes on the lists are:

Lingyi Itech (foldable screen + Apple/Huawei + photovoltaic + humanoid robot)

The turnover is 2.67 billion yuan, the turnover ratio is 5.27%, the amplitude is 11.89%, and the capital on the board is 0.131 billion yuan. The net buying of Shenzhen Stock Connect was 39.7013 million yuan, and the total net buying of the sales department was 0.134 billion yuan.

1. The company's main customers include Apple, Huawei, OPPO, etc. Apple has requested suppliers of iPhone with artificial intelligence to prepare approximately 88 million to 90 million smartphone components, exceeding last year's initial orders.
2. The company is a leading supplier of AI terminal hardware in the world, providing one-stop intelligent manufacturing services and solutions for the industry chain, and has multiple process technology.
3. On July 10th, the research shows that Lingyi Itech's AI terminal and communication-related product revenue in 2023 is about 30.7 billion yuan, with a gross margin of about 22%. The income from some individual components is relatively high, and the income from some terminal-related components is growing rapidly.
4. In the field of humanoid robots, the company's wholly-owned subsidiary, Shenzhen Lingpeng Intelligent Technology Co., Ltd., has signed a memorandum of understanding with Hanson Robotics Limited to cooperate in the design optimization, production testing, and other aspects of humanoid robots.

Guangzhou Great Power Energy and Technology (solid-state battery + lithium-ion battery + sodium-ion cell)

Trading volume of 2.79 billion yuan, turnover rate of 26.47%. The Shenzhen-Hong Kong Stock Connect special seat bought 98.0111 million yuan and sold 84.9425 million yuan, the Fangxinxia seat net bought 55.064 million yuan, and institutions net sold 12.8883 million yuan.

1. After the market on August 28, 2024, the official WeChat account announced that with the unique solid-state battery electrolyte wet coating process, the overall cost is expected to be only about 15% higher than the cost of conventional lithium batteries. In the next 3-5 years, with continuous process optimization and further material cost reduction, it is expected to reach the same cost as conventional lithium batteries.
2. The company's main business is the research, development, production, and sale of lithium-ion batteries and primary batteries.
3. The company signed a cooperation agreement with Qingdao Beian Holding Group for a 5MW/10MWh sodium-ion energy storage demonstration project, marking the official market introduction and entering the commercial application phase of the company's sodium-ion battery cells with large-scale application in northern energy storage stations.
4. The company will build a smart energy storage and power battery manufacturing base, mainly focusing on lithium battery cells and PACK production lines, with an overall planned capacity layout of 20GWh.

Changshan Beiming (domestic software + Huawei + vehicle networking + cybersecurity)

Trading volume of 1.828 billion yuan, turnover rate of 15.26%. The Shenzhen-Hong Kong Stock Connect special seat bought 46.6889 million yuan and sold 10.8006 million yuan, and the new seat net bought 50.5632 million.

On August 16, 23, the interactive display showed that Bei Ming Software is an important core strategic partner of Huawei, and it has comprehensive cooperation with Huawei in all fields. It is a diamond-level distributor of Huawei, a strategic-level distributor of Huawei Cloud, a leading Kunpeng soaring solution partner, a leading solution partner, and a leading consulting and planning partner. It has a five-diamond delivery capability in various products such as data communication and IT, and has in-depth cooperation in innovative fields such as Huawei Cloud, Ascend, and Kunpeng.
Subsidiary Bei Ming Software is a comprehensive service provider that provides new generation IT technologies and solutions, and has distinctive characteristics in the fields of smart city construction, diversified resolution of online social disputes for the benefit of the judiciary, and the use of big data and artificial intelligence technologies to serve the society.
On June 21, in the interactive session, Bei Ming Software invested in the development of the "Intelligent Transportation Vehicle Networking Pilot Application Technology Research Project LAT-ITVN-RP". The project has the overall goal of "empowering industrial development and integrating innovative applications", and through vehicle-road coordination verification, it builds a pilot application technology research for vehicle networking that is "internationally leading, scale verification, model innovation, and industrial drive", providing support for vehicle-road coordination scenarios.
Wholly-owned subsidiary Bei Ming Software is a key software enterprise within the national planning layout recognized by the National Development and Reform Commission and other five ministries, and it owns a large-scale first-level enterprise for information system integration and services.

Changxing Technology (Foldable screen + Huawei/Apple + Q2 performance growth + Metaverse)

The turnover of 1.608 billion yuan, with a turnover ratio of 12.95%, and blocked funds of 56.8536 million yuan. Institutional investors bought 39.9376 million yuan and sold 0.2451 million yuan.

1. Tecno, a brand under Transsion Holdings, showcased its foldable smartphone. Since June, mainstream smartphone manufacturers such as Honor, Samsung, Xiaomi, and Huawei have successively released new foldable screen phones to enrich their product lines.
2. The company's revenue for the first half of the year was 5.618 billion yuan, a year-on-year increase of 66.50%; the net profit for the second quarter was 0.135 billion yuan, a year-on-year increase of 17.03%. The company's significant growth in revenue in the first half of the year is mainly due to the rise in demand for touch display devices.
3. On August 22, during an interaction session: The company's latest UFG glass technology can be applied to three-fold screen phones. On the same day, during the interaction session: Byke has achieved a breakthrough in the development of semi-solid-state polymer battery technology and has started external sales. It is expected that samples of the semi-solid-state vehicle-grade laminated products will be sent in 2025.
4. The company's main business includes the automotive electronics and consumer electronics sectors, and the main products include liquid customer car-mounted sensors, car-mounted sensor modules, car-mounted cover plates (2D and 3D), car-mounted display modules, ultra-thin LCD display panels, ultra-thin glass cover plates, etc.

Key trading stocks of institutions:

Li Yuan Information fell 8.52% today, with a turnover of 2.297 billion yuan and a turnover rate of 33.10%. Longhubang data shows that the Shenzhen Stock Connect special seat bought 0.128 billion yuan and sold 75.1981 million yuan, and three institutions bought 79.2374 million yuan, while one institution sold 33.6818 million yuan.

Skyworth Digital fell 8.38% today, with a turnover of 1.655 billion yuan and a turnover rate of 13.48%. Longhubang data shows that the Shenzhen Stock Connect special seat bought 20.2331 million yuan and sold 13.8235 million yuan, while one institution had a net purchase of 18.8275 million yuan.

Junda shares rose by the daily limit today, with a turnover of 0.663 billion yuan and a turnover rate of 7.93%, with a fluctuation range of 12.42%. Longhubang data shows that one institution had a net purchase of 9.2596 million yuan, the Shenzhen Stock Connect had a net purchase of 42.3192 million yuan, and the total net purchase of the business department seats was 13.5741 million yuan.

Kaizhong Precision rose 0.15% today, with a turnover of 0.58 billion yuan and a turnover rate of 20.39%. The data of the leaderboard shows that 1 institution net bought 6.2623 million yuan.

Interchian Water fell today with a turnover of 0.814 billion yuan and a turnover rate of 19.16%. The data of the leaderboard shows that 1 institution net sold 26.2193 million yuan, and the new speculators net sold 40.8199 million yuan.

Shenzhen Huaqiang rose 3.81% today, with a turnover of 3.961 billion yuan and a turnover rate of 15.83%. The data of the leaderboard shows that HK->SZ dedicated seats bought 47.9017 million yuan and sold 17.0855 million yuan, and the trading monkey seats net sold 23.402 million yuan.

In the leaderboard, there are 4 stocks involved in the SH->HK dedicated seats, with Daqin Railway's SH->HK dedicated seats having the largest net sales of 78.9881 million yuan.

In the leaderboard, there are 13 stocks involved in the HK->SZ dedicated seats, with Wuhai P&S Information Technology's HK->SZ dedicated seats having the largest net purchase of 53.1419 million yuan.

Yoozoo operation dynamics:

Fang Xinxia: Net buy Guangzhou Great Power Energy and Technology RMB 55.06 million, China West Construction Group RMB 32.35 million, Wuhu Token Sciences RMB 25.95 million, net sell Wenyi Trinity Technology RMB 17.28 million.

Xiao Xia: Net buy Zhejiang Wanfeng Auto Wheel RMB 49.98 million, Kunshan Kersen Science & Technology RMB 20.35 million, Shenzhen CDL Precision Technology RMB 15.53 million, net sell Guangdong Transtek Medical Electronics RMB 18.02 million.

Siming South Road: Net buy Wuhu Token Sciences RMB 31.28 million, Guangdong Transtek Medical Electronics RMB 12.48 million.

Zuoshou Xin Yi: Net buy Shijiazhuang Changshan Beiming Technology RMB 50.56 million, Shenzhen CDL Precision Technology RMB 18.51 million.

Yulan Road: Net buy Wuhu Token Sciences RMB 39.69 million, KEMET Corporation RMB 10.46 million.

Ningbo Sangtian Road: Net buy Lingyi Itech RMB 74.89 million, net sell Dazhong Transportation (Group) Co., Ltd. RMB 31.35 million.

Chaoxin Yuzu: Net sell Heilongjiang Interchina Water Treatment RMB 40.82 million.

Yu Ge: Net sell Dazhong Transportation (Group) Co., Ltd. RMB 37.23 million.