On January 10, the Shanghai Composite Index fell by 1.33%, the Shenzhen Component Index fell by 1.80%, and the Chinext Price Index fell by 1.76%; the total market turnover was 1,163 billion yuan, an increase of 33.5 billion yuan compared to the previous day. Siasun Robot&Automation, Semiconductors, and PEEK materials sectors performed well; Internet E-commerce, retail, and influenza sectors declined.

In terms of individual stocks, pesticide stock Meibang Co., Ltd. saw a seven-day limit increase, and DongGuan Winnerway Industry Zone saw a six-day limit increase due to mergers and acquisitions, while popular stocks such as Guangdong Shunna Electric, Shanghai Hi-tech Control System, Shenzhen Center Power Tech., and Foshan NationStar Optoelectronics dropped to the limit. Zhe Jiang Kangsheng experienced a 'floor price' trend in the afternoon.

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

The top three net purchases on the Dragon and Tiger List for the day were Founder Technology Group, Jianshe Industry Group, and DeFu Technology, with amounts of 0.218 billion yuan, 0.163 billion yuan, and 0.122 billion yuan respectively.

The top three net sell amounts on the Dragon and Tiger list are Foshan NationStar Optoelectronics, Zhe Jiang Kangsheng, and Harbin Pharmaceutical Group, with amounts of 0.266 billion yuan, 0.124 billion yuan, and 83.1146 million yuan respectively.

Among the stocks involved in the institutional special seat on the Dragon and Tiger list, the top three net buy amounts for the day are Jiangsu Azure Corporation, Zhe Jiang Kangsheng, and Bi Yi Co., Ltd., with amounts of 78.1757 million yuan, 17.2827 million yuan, and 16.0054 million yuan respectively.

Among the stocks involved in the institutional special seat on the Dragon and Tiger list, the top three net sell amounts for the day are Shenzhen Hopewind Electric, Foshan NationStar Optoelectronics, and Founder Technology Group, with amounts of 0.408 billion yuan, 0.125 billion yuan, and 50.5424 million yuan respectively.

Some stock themes on the lists:

Founder Technology Group (PCB (HDI) + Shareholder bankruptcy liquidation + AI Server + Optical Module)

Today reached the limit up with a transaction amount of 3.903 billion yuan and a Turnover Ratio of 17.95%. HK ->SH dedicated seats sold 58.3757 million yuan, while Lianchu Securities Ningbo branch bought 0.286 billion yuan, and one Institutions dedicated seat net sold 50.4524 million yuan.

1. The company focuses on the main business of printed circuit boards, with mid-to-high-end HDI boards and high-layer boards as core products, supporting customers in the smooth mass production and delivery of products such as 5G mobile phones, 5G communication base stations, and 5G Datacenter. It has the capability of producing high-reliability products for AI Server core clients and ultra-dense high-level HDI.
2. After the market close on January 9, the company received notification from the major shareholder Founder Information Industry, learning that its concerted actor Founder Interconnection has entered the bankruptcy liquidation process.
3. In terms of optical modules, which mainly include optical communication modules and connectors, the company has begun mass production of optical module products such as 10G-100G-200G-400G-800G, and the 1.6T connectors and optical module products have completed sample production and are capable of mass production.
4. The company's PCB products in the service storage sector mainly include Servers, Data Storage, accelerator cards, graphics cards, SSDs, etc.
The company has established long-term deep cooperation with leading enterprises in the domestic communications industry, simultaneously launching multiple R&D projects for 5G mainboards and antenna board PCBs.

Jianshe Industry (Military Industry Robodog + China Ordnance Group + Auto Parts)

Today it hit the daily limit, with a transaction value of 3.055 billion yuan and a Turnover Ratio of 24.59%. The net buy from HK->SZ was 83.9767 million yuan, while ShanDong's net sell amounted to 13.463 million yuan.

1. Jianshe Industry monopolizes the national production capacity of light weapons, and the scarcity of their military robodog lies in the uniqueness of light weapon licenses (unverified). The company showcased its 'Robowolf' at the Zhuhai Airshow, a small indoor clearing robot, and a small intelligent reconnaissance and clearing robot. Production capacity and export capability are expected by 2025. The actual controller is China Ordnance Group, which is rumored to undertake the R&D and mass production of military robodogs, holding a 100% monopoly.
2. Media reports state that China South Industries Group is developing a new mode of efficient collaborative combat with heterogeneous unmanned clusters based on ground wolf packs and aerial swarms. Jianshe Industry's shareholder, China Ordnance Equipment Group, announced the establishment of a humanoid robot consortium on November 28 of this year. It is currently the only publicly traded company under the China Ordnance Group that produces robots.
3. Chongqing NEXTEER has a production capacity of 2 million sets of C-EPS (steering column, valued at 1000-1500), 3 million sets of intermediate axles for steering systems (valued at 100-200), and has begun mass production of R-EPS (rack steering, higher-end). An additional 0.4 million sets of R-EPS (valued at 2000-2500) and pile pipes are expected to enhance the company's net margin to 15%, with all products being at the forefront domestically.

Defu Technology (High-performance electrolytic copper foil + Copper clad laminate/PCB raw materials + Lithium battery copper foil)

Today it hit the daily limit with a Turnover Ratio of 9.10%, a transaction value of 0.488 billion yuan, and an amplitude of 17.59%. Data from the dragon and tiger list shows a net buy of 0.126 billion yuan from the brokerage seats, with a net buy of 49.45 million yuan from Happy Coast.

1. December 25, 2024 Interaction: HVLP Copper Foil is the mainstream product used in high-end high-frequency high-speed circuit boards, which can be classified into four generations of products according to grade: HVLP1, HVLP2, HVLP3, and HVLP4. Currently, the company has steadily shipped three generations of HVLP products in bulk, while the fourth generation is in the sample delivery and verification stage.
2. December 4, 2024 Interaction: As of the third quarter of 2024, the company’s high value-added lithium battery copper foil products accounted for over 40%, and high value-added electronic circuit copper foil products accounted for over 10%. The company has the mass production capability for silicon-doped anode battery copper foil and has achieved stable monthly shipments of over 100 tons in the high-end consumer battery sector.
3. The company primarily engages in the research and development, production, and sales of various high-performance electrolytic copper foils and is one of the domestic electrolytic copper foil enterprises with the longest operational history. According to the company's prospectus: the company’s electronic circuit copper foil is an important basic raw material for making copper-clad boards and PCBs.

Key trading stocks of institutions:

Jiangsu Azure Corporation fell to the daily limit today, with a turnover ratio of 15.59% throughout the day and a transaction amount of 2.018 billion yuan, with a fluctuation of 8.83%. Data from the Dragon and Tiger list shows a net sale of 15.9018 million yuan from the special accounts of HK->SZ, and a net purchase of 78.1757 million yuan from institutions.

Zhe Jiang Kangsheng fell by 8.36% today, with a turnover ratio of 39.47% throughout the day and a transaction amount of 1.693 billion yuan, with a fluctuation of 22.16%. Data from the Dragon and Tiger list shows a net purchase of 17.2827 million yuan from institutions, and a net sale of 0.142 billion yuan from brokerage seats.

Huasu Technology fell by 12.75% today, with a turnover ratio of 52.79% throughout the day and a transaction amount of 0.669 billion yuan, with a fluctuation of 15.54%. Data from the Dragon and Tiger list shows a net purchase of 14.0817 million yuan from institutions, and a net sale of 9.8758 million yuan from brokerage seats in total.

Shenzhen Hopewind Electric rose 7.01% today, with a transaction amount of 3.718 billion yuan and a turnover ratio of 28.51%. According to the data from the dragon and tiger list, the HK ->SH special seat purchased 0.178 billion yuan, GTJA Shanghai Jiangsu Road purchased 0.154 billion yuan, and four institutional special seats net sold 0.408 billion yuan.

Foshan NationStar Optoelectronics hit the daily limit down, with a turnover ratio of 28.59% throughout the day, a transaction amount of 2.325 billion yuan, and an amplitude of 15.31%. According to the dragon and tiger list, institutions net sold 0.125 billion yuan, HK->SZ net sold 73.7025 million yuan, and the total net sold by brokerage seats was 67.6728 million yuan.

Leo Group Co., Ltd. fell 3.71% today, with a transaction amount of 8.035 billion yuan and a turnover ratio of 35.87%. Data from the dragon and tiger list shows that the HK->SZ special seat net sold 40.532 million yuan, and Fang Xinxia's seat net sold 0.148 billion yuan.

According to the dragon and tiger list, there are six stocks involved in the HK ->SH special seats, and Shenzhen Hopewind Electric's HK ->SH special seat recorded the largest net purchase amount, with a net purchase of 0.178 billion yuan.

According to the dragon and tiger list, there are nine stocks involved in the HK->SZ special seats, with Jianshe Industry Group's HK->SZ special seat having the largest net purchase amount of 83.9767 million yuan.

Speculative fund operation trends:

Wenzhou Gang: Net sold Guangzhou Grandbuy 25.77 million yuan, Harbin Boshi Automation 18.63 million yuan, Harbin Pharmaceutical Group 17.58 million yuan, net bought DongGuan Winnerway Industry Zone 29.8 million yuan, Ningbo Techmation 23.97 million yuan.

Ningbo Sangtian Road: Net sold Shanghai Laiyifen 50.44 million yuan, Zhengzhou Tiamaes Technology 28.1 million yuan, Zhe Jiang Kangsheng 24.23 million yuan, net bought Ningbo Techmation 32.34 million yuan.

Yulan Road: Net bought Shanghai Laiyifen 33.6 million yuan, Zhongbai Holdings Group 15.41 million yuan, net sold Shenzhen Center Power Tech. 36.05 million yuan.

Northeast Muscle Men: Net sold Shenzhen Hopewind Electric 90.68 million yuan, Harbin Pharmaceutical Group 16.53 million yuan, net bought Anyuan Coal Industry Group 30.11 million yuan.

ShanDong Gang: Net sold Jianshe Industry Group 13.46 million yuan, Inzone Group 16.64 million yuan.

Trade Monkey: Net bought Leo Group Co.,Ltd. 0.135 billion yuan, Tianhe Magnetic Material 37.55 million yuan.

Shangtang Road: Net sold Shenzhen Center Power Tech. 36.03 million yuan, net bought Feilong Auto Components 23.74 million yuan.

Happy Coast: Net Buy of NEXTEER 49.45 million yuan.

On Tuesday: Net Sell of GTJA 36.51 million yuan.

Liushahua: Net Sell of Ningbo Techmation 25.04 million yuan.