On September 3, more than 3900 stocks in the entire market rose. The turnover of the Shanghai and Shenzhen stock markets was 580.6 billion, a decrease of 125.1 billion from the previous trading day. In terms of sectors, the China Shipbuilding sector, Huawei Euler, and electronic cigarettes all rose, while the banking, insurance, oil & gas, and expressway sectors all fell.

In terms of high-value stocks, Shenzhen Huaqiang recorded 14 days of 13 consecutive trading days, Kersen Technology's T-shaped limit increased by 7 consecutive trading days, Triumph Technology increased by 4 consecutive trading days in 7 days, Mogao Co., Ltd. increased by 4 consecutive trading days in 5 days, Guofeng New Materials increased by 3 consecutive trading days, LBX Pharmacy Chain Joint Stock increased by 2 consecutive trading days in 3 days, and Baoding Tianwei Baobian Electric increased by 2 consecutive trading days in 2 days.

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

The top three net buys on the dragon and tiger list today are Tianyuan Di Di, Talkweb Information, and Hongbo Co., Ltd., with 0.13 billion yuan, 74.3639 million yuan, and 45.6903 million yuan respectively.

The top three net sell amounts on the list are Shenzhen Fenda Technology, CGN Power Co., Ltd., and Dazhong Transportation (Group) Co., Ltd., with 62.2713 million yuan, 52.402 million yuan, and 44.7127 million yuan respectively.

Among the stocks involving institutional special seats on the list, the top three net buying amounts on the day are Shenzhen Huaqiang Industry, Foshan Golden Milky Way Intelligent Equipment, and Talkweb Information System, with 31.8799 million yuan, 24.9042 million yuan, and 24.2684 million yuan respectively.

Among the stocks involving institutional special seats on the list, the top three net sell amounts on the day are CGN Power Co., Ltd., Jiangsu Rijiu Optoelectronics Joint Stock, and Guang Dong Hua Feng New Energy Technology, with 83.1254 million yuan, 14.1941 million yuan, and 12.5735 million yuan respectively.

Some of the top stock themes on the lists are:

Shenzhen Tianyuan DIC Information Technology (announcement catalyst + Huawei Hisilicon).

Today's trading limit, turnover ratio 15.60%, turnover 0.685 billion yuan. HK->SZ net purchases 1.1821 million yuan, total net purchases by business department seats 0.129 billion yuan.

1. Tianyuan DIC announced that it plans to use self-raised funds to acquire 45% equity of Shenzhen Jinhua Wei Digital Technology Co., Ltd. held by Hainan Jinshangyun Network Investment Co., Ltd. for RMB 0.306049 billion. After the acquisition, the company will hold 100% equity of Shenzhen Jinhua Wei.

2. The Hisilicon Global Connection Conference 2024 will be held in Shenzhen on September 9, which is the first Hisilicon Global Connection Conference. Tianfeng Securities stated that it is bullish on the '5+2 intelligent terminal solution' leading the high growth of the Huawei Hisilicon industry chain.

3. Huawei Terminal's official Weibo announced that the Huawei Extraordinary Brand Carnival and HarmonyOS Smart Travel new product launch event will be held on September 10 at 14:30.

Hongbo Co., Ltd. (AI computing power, cooperation with NVIDIA, lottery)

Today's trading limit, turnover ratio 6.29%, turnover 0.276 billion yuan. Institutions net purchases 20.1217 million yuan, HK->SZ net purchases 0.07 million yuan, total net purchases by business department seats 25.4986 million yuan.

On June 11, 2024, during the interactive session, the company's related equipment for expanding computing power is gradually arriving. The company is already a user and operator of NVIDIA DGX series AI servers and has transformed its market positioning in the AI field from a "Professional AI multimodal large model training service platform" to an "AGI full-stack service provider". The company has also achieved revenue of over tens of millions of yuan in the AI computing power business.

The company has reached a cooperation agreement with Beijing Jingneng International, a subsidiary of Beijing State-owned Assets Supervision and Administration Commission of Beijing, to jointly build a smart computing center in Beijing with a total capacity of 2048PFLOPS. The first phase of the contract has reached a value of 1 billion yuan. The company is also in talks regarding AI computing center projects in Chongqing, Guiyang, and other places.

Security Printing is the traditional main business of Hongbo Co., Ltd. The company has the qualifications for printing Chinese sports lottery tickets and welfare lottery tickets and is one of the leading enterprises in the Chinese lottery printing industry.

Golden Milky Way (foldable screen + lithium battery equipment + organic silicon)

Today's limit-up, turnover rate of 10.88%, turnover of 0.266 billion yuan. Institutions net bought 24.9042 million yuan, Shenzhen-Hong Kong Stock Connect net bought 1.8374 million yuan, and the total net buying by brokerage seats was 16.7002 million yuan.

The company is mainly engaged in the manufacturing of high-end intelligent equipment, including equipment for new energy sources such as photovoltaics, wind power, lithium batteries, and sodium batteries. It is a leading enterprise in the domestic new energy lithium battery and sodium battery continuous method automatic slurry mixing production line, and the first in China to independently manufacture lithium-ion battery and sodium-ion battery positive and negative electrode sheets intelligent manufacturing integrated equipment and provide complete solutions.

Foshan Golden Milky Way Intelligent Equipment's subsidiary, Andeli Lithium Mica, has independently developed lithium extraction technology, including equipment, processes, technology, and software, and holds multiple invention patents.

The company's fully automated production line can achieve continuous production of downstream products of organic silicon monomers (including solar photovoltaic adhesives, liquid injection molding adhesives, high-temperature vulcanized silicon rubber, PU single and double component adhesives, etc.).

Key trading stocks:

Shenzhen Huaqiang: trading at the limit up, turnover ratio 9.51%, turnover 2.985 billion yuan. Institutional net buying of 31.8799 million yuan, net buying of 22.5199 million yuan through the Shenzhen-Hong Kong Stock Connect, and a net selling of 22.2674 million yuan in aggregate by brokerage seats.

Zhejiang Narada Power Source: trading at the limit up, turnover ratio 21.06%, turnover 1.775 billion yuan. Net buying of 3.6846 million yuan through the Shenzhen-Hong Kong Stock Connect, and a net buying of 0.4235 million yuan in aggregate by brokerage seats.

CGN Power Co., Ltd.: down by 6.46%, turnover ratio 0.72%, turnover 1.293 billion yuan. Institutional net selling of 83.1254 million yuan, net selling of 31.6269 million yuan through the Shenzhen-Hong Kong Stock Connect, and aggregate net buying of 62.3503 million yuan by brokerage seats.

Shenzhen Fenda Technology: trading at the limit down, turnover ratio 18.29%, turnover 1.207 billion yuan. Aggregate net selling of 62.2713 million yuan by brokerage seats.

Talkweb Information System: trading at the limit up, turnover ratio 9.76%, turnover 1.299 billion yuan. Institutional net buying of 24.2684 million yuan, net buying of 11.9375 million yuan through the Shenzhen-Hong Kong Stock Connect, and aggregate net buying of 38.1579 million yuan by brokerage seats.

Comet Technology: up 10.23%, turnover rate 53.85%, turnover 1.036 billion yuan. Institutions net buy 8.7416 million yuan, total net sell 43.5252 million yuan by operating department.

In the list of dragons and tigers, there are 3 stocks involving stock connect dedicated seats. Baoding Tianwei Baobian Electric has a net sell amount of 4.2686 million yuan.

In the list of dragons and tigers, there are 9 stocks involving Shenzhen Stock Connect dedicated seats. Shenzhen Huaqiang Industry has net buy amount of 22.5199 million yuan, Talkweb Information has net buy amount of 11.9375 million yuan, and Lingnan Eco&Culture-Tourism has net buy amount of 10.6393 million yuan.

Yoozoo operation dynamics:

Stock speculation to support the family: net buy amount of 34.9783 million yuan for Shenzhen Tianyuan DIC Information Technology.

Chen Xiaoqun: net buy amount of 28.3216 million yuan for Shenzhen Huaqiang Industry.

Leisure Party: Net buying of 15.5889 million yuan for Golden Milky Way, net buying of 14.9834 million yuan for Kunshen Intelligent Manufacturing.

Chengdu Group: Net buying of 20.5803 million yuan for Shenzhen Tianyuan DIC Information Technology.

Ningbo Sangtian Road: Net buying of 54.6189 million yuan for Shenzhen Tianyuan DIC Information Technology, net selling of 28.6433 million yuan for Lingnan Eco & Culture-Tourism.

Low Position Mining: Net buying of 24.9556 million yuan for Zhejiang Narada Power Source.

Beijing Centergate Technologies: Net buying of 21.5131 million yuan for Zhejiang Narada Power Source.

Yulan Road: Net selling of 16.1178 million yuan for Comba Technology.

Wenzhou Group: Net selling of 25.7802 million yuan for Zhejiang Narada Power Source.

Hangzhou Group: Net selling of 40.365 million yuan for Dazhong Transportation(Group) Co.,Ltd.

Foshan Group: net selling 42.6709 million yuan of Shenzhen Fenda Technology.