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龙虎榜 | 超2.3亿资金出逃东方精工,方新侠、欢乐海岸狂抛国光电器

Dragon and Tiger List | Over 0.23 billion capital has fled Guangdong Dongfang Precision Science & Technology, while Fang Xinxia and Happy Coast are frantically dumping Guoguang Electric.

Gelonghui Finance ·  Nov 25, 2024 18:15

The top three in net sell-out amount for the day are guangdong dongfang precision science & technology, grinm advanced materials, and guoguang electric.

On November 25, the main A-share indices fluctuated downwards, with the final trading session narrowing the decline. The total turnover for the day was 1.52 trillion yuan, a decrease of 310.8 billion yuan from the previous trading day, with over 3,700 shares rising across the entire market.

Among them, the blind box economy sector rose, with active performance in AI pharmaceuticals, tourism hotels, and textile apparel sectors. The sectors with the largest gains included solid-state batteries, short drama concepts, and education. The precious metals sector declined, while aeronautical airport stocks experienced general declines, with Tianji Internet, Huawei Euler, and 6G concepts leading the losses.

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In terms of high-priced stocks, Guangxi Yuegui Guangye Holdings rose for 11 consecutive sessions, Solareast Holdings surged for 16 days straight, and GRINM Advanced Materials had 13 days of positive performance.

In the afternoon, the trillion-weighted 360 Security Technology Inc. surged to the limit, leading the market rebound, while Sichuan Jiuzhou Electric and Anhui Liuguo Chemical successively hit the daily limit.

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(Part of the strongly performing consecutive stocks)

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

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The top three companies on the Dragon and Tiger List in terms of net daily buying amount are Hubei W-Olf Photoelectric Technology, Haoyun Technologies, and Mengguli, with 0.128 billion yuan, 0.12 billion yuan, and 94.4243 million yuan respectively.

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The top three companies on the Dragon and Tiger List in terms of net daily selling amount are Guangdong Dongfang Precision Science & Technology, Grinm Advanced Materials, and Guoguang Electric, with 0.232 billion yuan, 0.229 billion yuan, and 0.166 billion yuan respectively.

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Among the stocks involving institutional special seats on the Dragon and Tiger List, the top three companies in terms of net daily buying amount are Yidian Tianxia, Mengguli, and Haoyun Technologies, with 54.5182 million yuan, 26.4969 million yuan, and 22.6539 million yuan respectively.

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Among the individual stocks involving institutional dedicated seats on the dragon and tiger list, the top three in net sales on a single day are Tianyi Ma, Hubei W-olf Photoelectric, Fspg Hi-Tech, with 30.5981 million yuan, 27.9775 million yuan, and 23.1697 million yuan respectively.

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Some of the top stock themes on the lists are:

Hubei W-olf Photoelectric (MR+Huawei Concept+Consumer Electronics Concept)

On the news front, on November 25th, Huawei's Mate70 series unlocked the new skill of 'AI remote transmission'. Institutions indicated that global consumer electronics continue to recover, with AI deployment, 'foldable screens,' and other product innovations expected to be launched intensively, triggering a wave of consumer electronics upgrades.

1. The company's biometric filter lenses are mainly used to achieve iris recognition, 3D facial recognition, and gesture recognition functions on smart phones, as well as gesture recognition, 3D modeling, and motion tracking on tablets, wearable devices, and autonomous driving. The products have entered the supply chains of multiple global smart phone brands, and have been used in Huawei, among others.

2. The company's main product Narrow Band Pass Filters (NBPF) is mainly used in smart phones, virtual reality/augmented reality/mixed reality, 3D motion sensing games, 3D cameras, and displays, among others.

3. The company has glass Through-Glass Via (TGV) technology capabilities and a certain level of product delivery capabilities.

4、公司滤光片可用于机器人视觉领域,相关滤光片项目刚切入通信领域,公司光通信滤光片项目已量产。

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盟固利(固态电池)

1、公司主营业务为锂电池正极材料的研发、生产和销售。

2、公司是国内首批实现钴酸锂正极材料产业化的企业,三元材料方面,公司的Ni8系多晶产品在电动工具、两轮车圆柱电池市场已批量出货,并通过了高能量密度电子烟头部企业的认证,Ni8系单晶、Ni90单晶产品均已通过宁德时代的产品性能认证。

3、公司的废旧电池回收项目已于2023年6月底正式投产。

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东方精工(机器人+可控核聚变+无人机)

Previously rumored online, NVIDIA plans to launch the Jetson Thor computer in the first half of 2025 to power humanoid robots. The company holds 19.84% of Jieteng Robot. NVIDIA showcased Jieteng's AI large model application on AMR at CES. Jieteng Robot has jointly released a logistics robot universal interface protocol with Huawei.

The company has invested in Guizhou Aerospace Xinye, which is not only responsible for the manufacturing of important equipment such as magnetic support and shielding layers of the International Thermonuclear Experimental Reactor (ITER), one of the world's largest international scientific research cooperation projects, but also undertakes the research, development, and production tasks of most of China's nuclear power plant grade I mechanical components. Dozens of nuclear energy equipment alloys and key components have been developed and localized.

The company's indirect investment target Tengdun Technology focuses on the high-end drone sector and is the only domestic private military unmanned aerial vehicle general assembler.

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Key trading stocks of institutions:

Yidiantianxia: up 6.04%, turnover ratio 39.83%, volume 1.23 million shares, turnover 4.376 billion yuan. The data from the Dragon and Tiger List shows that institutions collectively net bought 54.5182 million yuan, while northbound funds collectively net sold 89.0911 million yuan. Famous institutions such as Zhang Mengzhu are on the list of well-known speculative buyers.

Mengguli: rose limit today, turnover ratio 21.14% throughout the day, turnover of 1.563 billion yuan, fluctuation range 19.93%. The Dragon and Tiger List data shows that institutions net bought 26.4969 million yuan, Shenzhen-Hong Kong Stock Connect net bought 32.2609 million yuan, and brokerage seat total net bought 35.6665 million yuan.

Haoyun Technologies: rose limit today, turnover ratio 26.07% throughout the day, turnover of 0.922 billion yuan, fluctuation range 23.97%. The Dragon and Tiger List data shows that institutions net bought 22.6539 million yuan, and brokerage seat total net bought 97.7781 million yuan.

Tianyima: rose by 7.82%, turnover ratio for the full day was 35.64%, turnover was 0.537 billion yuan, and the fluctuation amplitude was 14.10%. Data from the list of dragons and tigers shows that institutions net sold 30.5981 million yuan, and the total net sales of business department seats was 2.2459 million yuan.

Wufang Optoelectronics: hit the daily limit today, turnover ratio for the full day was 33.76%, turnover was 1.327 billion yuan, and the fluctuation amplitude was 14.51%. Data from the list of dragons and tigers shows that institutions net sold 27.9775 million yuan, and the total net purchase of seats in the business department was 0.156 billion yuan.

FSPG Hi-Tech: hit the limit down today, turnover ratio was 37.06%, volume was 3.5854 million lots, turnover was 3.518 billion yuan. Data from the list of dragons and tigers shows that institutions had a total net sales of 23.1697 million yuan.

In the list of dragons and tigers, there are 3 stocks involving seats dedicated to the Shanghai Stock Connect, with Jiangsu Etern's dedicated Shanghai Stock Connect having the largest net sell of 34.8196 million yuan.

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In the list of dragons and tigers, there are 9 stocks involving seats dedicated to the Shenzhen Stock Connect, with Mengguli's dedicated Shenzhen Stock Connect having the largest net buy of 32.2609 million yuan.

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Yoozoo operation dynamics:

Yu Ge: net purchase of Bosstar Long, Golden Laser, respectively 14.82 million yuan, 11.99 million yuan.

Fang Xinxia: nett buy Leo Co.,Ltd., Jiangsu Etern, Rastar Group, Shenzhen H&T Intelligent Control, respectively 75.49 million yuan, 66.71 million yuan, 37.38 million yuan, 33.48 million yuan, net sell Guoguang Electric 0.1264 billion yuan.

Siming South Road: net buy Golden Laser 10.21 million yuan, net sell Jiangsu Etern 28.33 million yuan.

Hujialou: net buy Grinm Advanced Materials, Haining China Leather Market, respectively 84.48 million yuan, 36.65 million yuan, net sell Guoguang Electric, Western Magnetic Technology, respectively 77.11 million yuan, 12.55 million yuan.

Happy Coast: net sell Guoguang Electric, FSPG Hi-Tech, respectively 0.1953 billion yuan, 27.35 million yuan.

Stock Family: net buy Hubei Sanxia New Building Materials 10.94 million yuan, net sell grinm Advanced Materials, Shuifa Energas Gas, respectively 0.1286 billion yuan, 10.94 million yuan.

Shanghai Ultra-short: net buy Telling Telecommunication Holding 43.64 million yuan, net sell Guangdong Dongfang Precision Science & Technology, Jiusheng Electric, respectively 0.1009 billion yuan, 13.16 million yuan.

Chen Xiaoqun: net sell grinm Advanced Materials 82.4 million yuan.

Huli Avenue: net selling of 76.81 million yuan for Guangdong Dongfang Precision Science & Technology.

New speculation group: net selling of Leo Group Co., Ltd. and Anhui Liuguo Chemical, amounting to 58.25 million yuan and 12.27 million yuan respectively.

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