On December 27, the Shanghai Composite Index rose 0.06% to 3400 points, while the Shenzhen Component Index fell 0.13% and the Chinext Price Index dropped 0.22%. Over 3500 stocks in the All Market rose, with 79 hitting the daily limit up and 13 hitting the daily limit down. Market hotspots focused on sectors such as Agriculture, Aviation, Oil, Duty-free Concepts, and Cement.

In terms of consecutive limit-up stocks (excluding Special Treat stocks), yesterday Shenzhen Sea Star Technology, which had 6 consecutive limit-up days, hit the limit down, while Dianguang Explosion-proof Technology reached the limit up to achieve 6 consecutive limit-up days. Zhongbai Holdings Group saw reduced volume hit the limit up, recording 12 limit-ups over 20 days and achieving 3 consecutive limit-ups.

Next, let’s take a look at the situation of the leaderboard:

The top three stocks in daily net buy on the dragon and tiger list are Yuan Longping High-Tech Agriculture, Weichai Heavy Machinery, and Sichuan Chuanhuan Technology, with net buys of 0.175 billion yuan, 0.14 billion yuan, and 0.106 billion yuan respectively.

The top three net sell amounts on the market board are Anhui Xinke New Materials, Kingsignal Technology, and Jiangsu Shagang, amounting to 0.115 billion yuan, 87.3647 million yuan, and 73.813 million yuan respectively.

Among the stocks on the market board involving dedicated institutional seats, the top three net buy amounts for the day are Shen Nong Seed Industry, Weichai Heavy Machinery, and Zhejiang Jingxing Paper Joint Stock at 62.5243 million yuan, 51.1412 million yuan, and 47.8316 million yuan respectively.

Among the stocks on the market board involving dedicated institutional seats, the top three net sell amounts for the day are Kingsignal Technology, Foshan NationStar Optoelectronics, and Beijing Yuanlong Yato Culture Dissemination at 85.3942 million yuan, 60.044 million yuan, and 39.139 million yuan respectively.

Some stock themes on the lists:

Yuan Longping High-Tech Agriculture (Industry Leader + Agriculture + Grain)

Today it hit the limit up, with a Turnover Ratio of 6.65% for the entire day, a trading volume of 0.984 billion yuan, and a price fluctuation of 10.53%. According to the leaderboard data, Institutions net bought 37.0112 million yuan, HK->SZ net bought 78.8216 million yuan, and the total net buying from brokerage seats was 59.1656 million yuan.

1. The company is a domestic industry leader in seeds, possessing the largest hybrid rice seed supply base in the country, with main products including hybrid rice seeds, hybrid corn seeds, hybrid pepper seeds, and vegetable and fruit seeds.
2. In the field of Transgenic corn, the company has a first-mover advantage in the domestic market and directly holds about 25% equity in Hangzhou Ruifeng. The latter’s Double Resistance 12-5 variety has obtained a Transgenic biological safety certificate. In the hybrid corn sector, the company has rapidly caught up through external acquisitions and has entered the first tier of the corn seed market.
3. From the list of agricultural Transgenic biological safety certificates approved by the Ministry of Agriculture and Rural Affairs in 2023, there are 7 corn varieties from Yuan Longping High-Tech Agriculture.

Foshan NationStar Optoelectronics (AR Glasses + Micro LED Glass Packaging + Automotive Grade Chips + Guangdong State-owned Assets)

Today it hit the limit up, with a Turnover Ratio of 39.74% for the entire day, a trading volume of 2.935 billion yuan, and a price fluctuation of 10.04%. According to the leaderboard data, Institutions net sold 60.044 million yuan, while brokerage seats had a total net buy of 0.14 billion yuan.

1. The company is one of the largest Led & Optoelectronics manufacturing plants in the country; on November 24, 2023, in an interaction, the developed 0.39-inch single green Micro LED micro display screen is mainly applied in AR glasses.
2. The company is affiliated with the Guangdong Provincial State-owned Assets Supervision and Administration Commission and has independently developed Micro LED glass-based packaging patent technology.
3. On March 12, 2024, in an interaction, the subsidiary Foshan NationStar Optoelectronics has already mass-produced automotive-grade chips.
4. The latest research achievements of the key laboratory for Semiconductor micro display enterprises jointly established by Foshan NationStar Optoelectronics and South China University of Technology have successfully broken through the bottleneck of luminous efficiency in quantum dot LED devices, setting a new record for the highest luminous efficiency in similar devices, which is expected to accelerate the commercialization process of this new technology.

Key trading stocks of institutions:

Anhui Xinke New Materials fell 3.04% today, with a turnover ratio of 52.86% throughout the day, a transaction amount of 4.255 billion yuan, and an amplitude of 15.72%. According to the dragon and tiger list, the total net Sell from brokerage seats is 0.115 billion yuan.

Jianshe Industry Group rose 5.33% today, with a turnover ratio of 34.46% throughout the day, a transaction amount of 3.232 billion yuan, and an amplitude of 18.67%. According to the dragon and tiger list, HK->SZ net Sell is 20.3894 million yuan, and the total net Buy from brokerage seats is 55.1375 million yuan.

Anyuan Coal Industry Group hit the daily limit today, with a Turnover Ratio of 7.22% and a trading volume of 0.249 billion yuan, an amplitude of 3.25%. According to the dragon and tiger rankings, securities firm seats had a net purchase of 85.0512 million yuan.

Fujian Dongbai hit the daily limit today, with a Turnover Ratio of 18.46% and a trading volume of 0.877 billion yuan, an amplitude of 17.48%. According to the dragon and tiger rankings, securities firm seats had a net purchase of 84.6774 million yuan.

Shang Hai Ya Tong hit the daily limit today, with a Turnover Ratio of 10.82% and a trading volume of 0.261 billion yuan, an amplitude of 8.93%. According to the dragon and tiger rankings, securities firm seats had a net sale of 17.5687 million yuan.

Zhongbai Holdings Group hit the daily limit today, with a Turnover Ratio of 23.38% and a trading volume of 1.629 billion yuan, an amplitude of 7.99%. According to the dragon and tiger rankings, Institutions had a net purchase of 28.9379 million yuan, while securities firm seats had a net sale of 91.8893 million yuan.

Weidun hit the daily limit today, with a Turnover Ratio of 58.59% and a trading volume of 1.345 billion yuan, an amplitude of 21.71%. According to the dragon and tiger rankings, Institutions had a net purchase of 24.0235 million yuan, while securities firm seats had a net purchase of 0.116 billion yuan.

Speculative fund operation trends:

Happy Coast: net sale of Shenzhen Sea Star Technology 25.7101 million yuan.

Northeast Men: net purchase of Anhui Xinke New Materials 60.1738 million yuan, net sale of Ananda 16.7676 million yuan, and Xiaofang Pharmaceutical 15.7137 million yuan.

Ningbo Sangtian Road: Net Sell of Anhui Xinke New Materials 0.126 billion yuan.

Fake Institutions: Net Buy of Jianshe Industry Group 59.7361 million yuan, Kingsignal Technology 21.545 million yuan, Anhui Xinke New Materials 56.7611 million yuan, Net Sell of Yunnan Yunwei 11.8011 million yuan.

Chengdu Gang: Net Sell of Kingsignal Technology 37.7595 million yuan.

Stock Trading Family: Net Buy of Shenzhen Sea Star Technology 33.797 million yuan.

Brother Zhao: Net Sell of Kingsignal Technology 11.4275 million yuan, Zhejiang Jingxing Paper Joint Stock 21.7383 million yuan, Anhui Xinke New Materials 54.9807 million yuan.

Leisure Faction: Net Buy of Foshan NationStar Optoelectronics 62.19 million yuan, Viston 19.76 million yuan, Net Sell of Raisecom Technology 98.14 million yuan.

Fang Xinxia: Net Buy of Foshan NationStar Optoelectronics 68.11 million yuan, Yuan Longping High-Tech Agriculture 39.07 million yuan, Net Sell of Weichai Heavy Machinery 64.49 million yuan.