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龙虎榜 | 汇金科技获2.3亿元资金抢筹,游资小鳄鱼出逃太辰光

Dragon Tiger List | SGSG Science&Technology received 0.23 billion yuan in capital speculation, with the retail investor 'Little Crocodile' fleeing T&S Communications.

Gelonghui Finance ·  Jan 7 05:00

The top three by investment amount are SGSG Science&Technology, T&S Communications, and Leo Group Co.,Ltd.

On January 7, the major A-share indices fluctuated and rose, turning positive at the close. The total transaction throughout the day was 1.09 trillion yuan, an increase of 17.9 billion yuan compared to the previous trading day, with nearly 4,400 stocks in the All Market rising.

On the market, the Copper sector exploded with high-speed connections, the power equipment and controllable nuclear fusion sectors also rose, while Semiconductors and AI Chips surged in the afternoon; the pharmaceutical sector declined, with weight loss drugs, Traditional Chinese Medicine, and influenza-related stocks leading the drop, while SPD Concept, Coal, and Vitamins sectors experienced significant losses.

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Today, a total of 92 stocks hit the涨停, with 16 stocks in consecutive涨停, and 19 stocks failed to封板, resulting in a封板 rate of 83% (excluding ST stocks and Delisted stocks).

In terms of focus stocks, the Datacenter disaster recovery power concept remained active, with Guangdong Shunna Electric achieving a 'floor price' for 8 consecutive days, Hangzhou Zhongheng Electric recording 6涨停 in 11 days including 2 consecutive涨停, and Shanghai Hi-tech Control System achieving 5 consecutive涨停; the chip industry chain strengthened in the afternoon, with Cambricon rising over 10% to set a new historical high.

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Next, let's take a look at today's leaderboard situation:

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The top three net purchases on today's dragon and tiger list are SGSG Science&Technology, T&S Communications, and Leo Group Co.,Ltd., with amounts of 0.236 billion yuan, 0.233 billion yuan, and 0.135 billion yuan respectively.

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The top three net sales on the dragon and tiger list are Guoguang Electric, Shanzigao Technology, and Weston, with amounts of 0.126 billion yuan, 0.104 billion yuan, and 71.0402 million yuan respectively.

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Among the stocks involved with institutional special seats on the dragon and tiger list, the top three net purchases of the day are SGSG Science&Technology, Foshan NationStar Optoelectronics, and Yidao Information, with amounts of 0.134 billion yuan, 98.2436 million yuan, and 91.3007 million yuan respectively.

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Among the stocks involved with institutional special seats on the dragon and tiger list, the top three net sales of the day are Jiangsu Azure Corporation, Weston, and Anhui Shenjian New Materials, with amounts of 81.1576 million yuan, 74.3249 million yuan, and 48.8807 million yuan respectively.

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Some stock themes on the lists:

SGSG Science&Technology (Internet Finance + Mergers and Acquisitions + Financial Innovation)

1. The company is one of the earliest professional companies in China to expand cash and critical items management solutions in the financial industry. Its main business uses the Internet of Things, AI, dynamic passwords, Edge Computing, and other technologies to provide "Cloud + End" overall solutions and services for operational management risk control and outlet transformation for financial industry clients.

2. The company continuously conducts Global Strategy planning and investment in financial innovation products, with major software and hardware products able to meet the financial innovation needs of Banks and other financial industry clients. The company has security policies and technologies that meet the requirements of the banking industry.

3. The AI authentication solution for banking systems assists in the digital transformation and intelligent finance construction of Banks.

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T&S Communications (Datacenter + Computing Power)

1. The company is an important optical component supplier for Google and Meta. The testing of the 800G optical module is advancing in an orderly manner.

2. The company has Copper cable high-speed connector products.

3. MPO multi-fiber jumpers are mainly used for high-density optical fiber connections; the company is the largest MPO supplier in the country, primarily serving mainstream cloud manufacturers and network suppliers.

4. The company is developing optical fiber sensing products for lithium-ion power batteries used in new energy vehicles.

5. The subsidiary Ruixinyuan primarily produces planar optical waveguide wafers and chips; products can be widely used in the construction and maintenance of optical communication networks and datacenters. Mainly supplied to North American manufacturers for datacenter construction.

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Leo Group Co.,Ltd. (AIGC Concept + Semiconductors + Douyin Concept + Digital Marketing)

1. The company takes the lead in AI marketing business, creating the ecological platform 'LEO AIAD', improving the efficiency and quality of content generation, launching the large model 'Leo Unification' in the marketing field to better meet customer needs in intelligent delivery, which has been successfully applied in social media such as Xiaohongshu, Baidu, with significant effects and recognized by customers for its business model.

2. The company is an agent for TikTok, and its daily business scale has exceeded one million. The company will continue to pay attention to TikTok's development trends, actively explore cooperation opportunities between the two, and expand digital marketing business in overseas markets.

3. The wholly-owned subsidiary Leo Investment will invest 50 million USD in Tomales Bay Capital Anduril III, L.P. The investment target of the partnership is Space Exploration Technologies Corp. SpaceX is a global leading space technology company founded by Musk in 2002.

4. The company's main business consists of Industrial Machinery and digital marketing, with Leo Group's pump sector managing the domestic water pump production bases in Wenling, Xiangtan, and Dalian.

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Key trading stocks of institutions:

SGSG Science&Technology: Today it hit the limit up, with a Turnover Ratio of 37.32% throughout the day, a trading volume of 3.673 billion yuan, and an amplitude of 21.02%. Data from the leaderboard shows that Institutions net bought 0.134 billion yuan, while the net purchases from brokerage accounts totaled 0.101 billion yuan.

Foshan NationStar Optoelectronics: Dropped by 5.35%, Turnover Ratio of 35.55%, trading volume of 2.1919 million hands, and a trading amount of 2.661 billion yuan. Data from the leaderboard shows that Institutions net bought a total of 98.2436 million yuan, with northbound funds net buying a total of 62.0597 million yuan. Renowned speculators such as Beijing Centergate Technologies, Xiamen Huli Avenue, and Fang Xinxia are on the list.

Yidao Information: Up by 0.75%, Turnover Ratio of 38.18%, trading volume of 0.1976 million hands, and a trading amount of 0.94 billion yuan. Data from the leaderboard shows that Institutions net bought a total of 91.3007 million yuan, while northbound funds net bought a total of 21.7141 million yuan. Notable speculators like Fang Xinxia and Shangtang Road are on the list.

Jiangsu Azure Corporation: Up 10.03%, limit up, Turnover Ratio 24.47%, Volume 2.6605 million hands, Transaction amount 3.463 billion yuan. According to the dragon and tiger list, Institutions collectively net sold 81.1576 million yuan, Northbound funds collectively net bought 49.4125 million yuan. Well-known speculative funds like Liushahhe are listed.

Winston: Up 6.0%, Turnover Ratio 36.47%, Volume 0.1349 million hands, Transaction amount 0.807 billion yuan. According to the dragon and tiger list, Institutions collectively net sold 74.3249 million yuan.

Anhui Shenjian New Materials: Up 9.98%, limit up, Turnover Ratio 35.41%, Volume 2.8395 million hands, Transaction amount 1.716 billion yuan. According to the dragon and tiger list, Institutions collectively net sold 48.8807 million yuan. Well-known speculative funds such as Ningbo Sangtian Road and Xianing Xianning Avenue are listed.

In the dragon and tiger list, there are 4 stocks involving HK->SH dedicated seats, with Dongyangguang having the highest net buy of 34.0355 million yuan.

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In the dragon and tiger list, there are 12 stocks involving HK->SZ dedicated seats, with T&S Communications ranking first with a net buy of 0.124 billion yuan.

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Speculative fund operation trends:

Liushahua: Net purchases of Shanghai Hi-tech Control System and Jiangsu Azure Corporation were 65.01 million yuan and 38.53 million yuan respectively, while net sales of Junhe Pumps Holding, Biyi Shares, Guangdong Shunna Electric and Suzhou Chunqiu Electronic Technology were 24.17 million yuan, 21.15 million yuan, 16.61 million yuan and 13.14 million yuan respectively.

Jiaoyi Yuan: Net purchases of SGSG Science&Technology amounted to 53.08 million yuan.

Hongling Road: Net purchases of Guangdong Shunna Electric and Suzhou Chunqiu Electronic Technology were 24.74 million yuan and 14.11 million yuan respectively.

Beijing Centergate Technologies: Net purchases of Foshan NationStar Optoelectronics amounted to 44.8 million yuan, while net sales of SiTech and KraussMaffei were 20.82 million yuan and 11.27 million yuan respectively.

Leisure Group: Net purchases of T&S Communications and Guangdong Hec Technology Holding were 60.93 million yuan and 40.07 million yuan respectively, while net sales of Shandong Lukang Pharmaceutical, Yes Optoelectronics, and Zhongbai Holdings Group were 34.14 million yuan, 30.75 million yuan, and 26.62 million yuan respectively.

Foshan System: Net purchases of Xinjiang Youhao(Group)Co.,Ltd. amounted to 38.21 million yuan.

Zuoshou Xinyi: Net purchases of Anhui Xinke New Materials amounted to 30.25 million yuan.

Little Crocodile: Net sales of T&S Communications amounted to 99.2 million yuan.

The new trading group: net sold Shenzhen Megmeet Electrical 42.1 million yuan.

Ningbo Sangtian Road: net sold Anhui Shenjian New Materials 58.06 million yuan.

Fang Xinxia: net bought Leo Group Co.,Ltd. 65.96 million yuan, net sold Foshan NationStar Optoelectronics and Yidao Information, which were 65.93 million yuan and 65.33 million yuan respectively.

Shangtang Road: net sold Yidao Information and Baoding Technology, which were 40.74 million yuan and 20.62 million yuan respectively.

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