If it is good, it will be sold, and if it is bad, it will be bought, and successful people will do this well.
Last:3030.25;Chg:14.36;Chg:0.48%; Volume: 274 million lots, Turnover: 317.3 billion, Turnover rate: 0.60%.
Leading the industry
1. Computer equipment: increase: 4.00%; Up: 48; Declines: 2; Leaders: Cress; Increase: 20.00%.
2. Automobile services: increase: 2.83%; Up: 11; Decline: 0; Leading stocks: China Motor; Increase: 7.51%.
| name | latest | Increase% | Change |
| Shanghai | 3030.25 | 0.48 | 14.36 |
| SZSE Component Index | 9318.47 | 0.4 | 37.22 |
| GEM refers to | 1811.36 | 0.29 | 5.17 |
| BSE 50 | 734.48 | -0.3 | -2.21 |
| Science and Technology 50 | 756.9 | -0.03 | -0.21 |
| CSI 300 | 3545.59 | 0.27 | 9.39 |
| CNI 2000 | 6487.6 | 1.11 | 71.33 |
| CSI 1000 | 5227.25 | 0.83 | 43.28 |
| The average share price of A shares | 16.95 | 0.77 | 0.13 |
| Large-cap value | 7167.62 | 0.45 | 31.77 |
| Small-cap growth | 4235.3 | 0.14 | 5.83 |
| Hang Seng Index | 17915.55 | -0.11 | -20.57 |
| Taiwan weighting | 22757.43 | 1.16 | 260.9 |
| Dow jones | 38834.86 | 0.15 | 56.76 |
| Nasdaq | 17862.23 | 0.03 | 5.21 |
| UK FTSE 100 | 8191.29 | 0.6 | 49.14 |
| German DAX30 | 18131.97 | 0.35 | 63.76 |
| French CAC40 | 7628.8 | 0.76 | 57.23 |
| SENSEX, MUMBAI, INDIA | 77301.14 | 0.4 | 308.37 |
| Russian RTS | 1127.16 | 0.08 | 0.91 |
| Nikkei 225 | 38482.11 | 1 | 379.67 |
| KOSPI, South Korea | 2763.79 | 0.72 | 19.72 |
| COMEX Gold | 2344.2 | 0.65 | 15.2 |
| NYMEX Crude Oil | 80.78 | 1.33 | 1.06 |
| Rebar main connection | 3644 | 0.28 | 10 |
| A50 period refers to the current month consecutive | 12238 | 0.16 | 20 |
| USD-RMB mid-parity | 7.1148 | -0.0001 |
First, the market panorama
1. Overview:
On June 18, the stock indexes fluctuated and rose, with the Shanghai Composite Index up 0.48% to 3,030.25 points, the Shenzhen Component Index up 0.4% to 9,318.47 points, the ChiNext Index up 0.29% to 1,811.36 points, and the Science and Technology 50 Index down 0.03% to 756.9 points. The total turnover of the Shanghai and Shenzhen stock markets was 737.033 billion yuan, a decrease of 14.6 billion yuan from the previous day. More than 3,900 stocks rose in the two cities. On the theme of the plate, the Internet of Vehicles, PEEK materials, and communication equipment sectors were among the top gainers; CRO and beverage manufacturing sectors were among the top decliners.
2. Trading water temperature: warm
3. Money-making effect: good
4.A50 performance
A50 futures refers to 12238 consecutive months (yesterday: 12245), an increase of 0.16% (yesterday: 0.06%), and a change of 20 (yesterday: 7) (closing data at 5:14 am on June 19, 2023).
5. Ups and downs
A total of 3,845 (yesterday: 1559) stocks rose in Shanghai and Shenzhen, 1,118 (yesterday: 3,397) stocks fell, 134 (yesterday: 143) stocks were flat, and 18 (yesterday: 16) stocks were suspended. Excluding the new stocks listed on the same day, there are 68 (yesterday: 48) stocks with a daily limit, and 12 (yesterday: 21) stocks with a downward limit.
(The data sources are inconsistent, for analysis reference only)
6. Transaction Amount
The total turnover of the Shanghai and Shenzhen stock exchanges was 737.033 (yesterday: 751.607) billion yuan, the Shanghai Stock Exchange 3173.20 (yesterday: 338.147) billion yuan, the Shenzhen Stock Exchange 4197.13 (yesterday: 413.460) billion yuan, and the venture 2001.64 (yesterday: 190.652 billion) billion yuan.
Opening turnover: 16.58 (yesterday: 2.655) billion yuan on the Shanghai Stock Exchange, 28.38 (3.460 billion yuan on the Shenzhen Stock Exchange), 13.13 (1.824 billion yuan on the Shanghai Stock Exchange), 13.13 (yesterday: 1.824 billion) million yuan on the Shanghai Stock Exchange.
7. Continuous daily limit
Continuous daily limit stocks: ST Sansheng (cement building materials) (7) * ST Zhongdi (real estate development) (6) * ST Meixun (consumer electronics) (5) ST Dinglong (culture media) (5) Dongjing Electronics (electronic components) (5) * ST Tongzhou (home appliance industry) (5) * ST Jiuyou (communication equipment) (4) * ST Furun (Internet Service) (4) ST Selen (Plastic Products) (4) Changjiang Communication (Communication Equipment) (3) Songfa Co., Ltd. (Decoration and Building Materials) (2) ST Xinchao (Petroleum Industry) (2) Jemet (Electronic Components) (2) Huaming Intelligent (Transportation Equipment) (2) Genvict Technology (Electronic Components) (2) Soling Co., Ltd. (Internet Services) (2) Tai'an Retirement (Traditional Chinese Medicine) (2).
High-bid stocks: ST Sansheng has closed 7 daily limits in a row:
ST Sansheng (002742): Reorganization + Diet Pills + ST Plate 1, June 5 Interaction: The company has actively coordinated with relevant creditors and actual controllers to negotiate and resolve the plan of illegal occupation and guarantee, resolve the current market value risk, and remove obstacles to reorganization. 2. Announcement on April 22: The company intends to apply to the court for reorganization and pre-reorganization, and is currently actively promoting the preparatory work for reorganization according to relevant requirements. 3. Interaction on September 20, 23: The company's pharmaceutical subsidiaries produce weight loss drug intermediates. 4. The company's main business involves building materials, chemical and pharmaceutical manufacturing industries, and has an independent and complete procurement, production and sales system.
High-priced stocks: Dongjing Electronics has closed 5 daily limits in a row:
Dongjing Electronics (002199): Quartz crystal components + crystal oscillators: According to interface news, recently, the third phase of the large fund to support the development of the chip industry has been implemented, with a registered capital of 344 billion yuan, exceeding the sum of the registered capital of the first phase (98.72 billion yuan) and the second phase (204.15 billion yuan). In the past year, new quality productivity has been written into important reports and has become the core keyword, and the follow-up scientific and technological innovation policies are worth looking forward to. Some market institutions said that at present, the technology with hard technology/domestic upgrading as the core is at a point similar to the beginning of 2023, and hard-core technology stocks are expected to usher in a wave of valuation reshaping, that is, Kete Valuation. Company reasons: 1. The company is the pioneer and leader of the domestic quartz crystal components industry, the company's main products quartz crystal resonator and oscillator are one of the important components of various electronic products, which can be widely used in communications, information, automotive electronics, mobile Internet, intelligent control, household appliances, intelligent security and aerospace military industry and many other fields. 2. In optical modules, quartz crystal oscillators are also widely used to control other electronic components and chips to ensure their frequency accuracy and synchronization. 3. The company's downstream end customers include Sony, Canon, Panasonic, Samsung, Hikvision, Dahua, Hisense, Changhong, Ouzhitong, Gongjin, Fiberhome, Anker, Leap, BYD and many other well-known enterprises.
8. Concentration of daily limits
Sectors with a high concentration of daily limit stocks: general equipment, communication equipment, Internet services, computer equipment, software development, cultural media, plastic products, commercial department stores, auto parts, electronic components, chemicals, petroleum industry, instrumentation, decoration and building materials.
9. Limit and seal orders
Top 14 (yuan) in terms of the amount of daily limit orders: Genvict Technology (vehicle-road collaboration + smart transportation + unmanned driving + Huawei Hongmeng) (133 million), Zhidu (digital marketing + Huawei advertising + metaverse) (109 million), Haichang New Materials (powder metallurgy products + robot + charging pile + export sales) (106 million), Taijia (AIPC power supply + server power supply + photovoltaic + sawing equipment) (104 million), Changjiang Communications (intelligent transportation + satellite navigation + Huawei + central enterprises) (9, 0.8684 million), Huaming Intelligent (Internet of Vehicles + AFC system + ETC + automotive thermal management) (78.5648 million), Weilong shares (drainage valve + export + Belt and Road) (78.3944 million), Soling shares (Internet of Vehicles + unmanned driving + intelligent cockpit + CID system) (72.9594 million), Bichuang Technology (optoelectronic instruments + intelligent sensors + low-altitude economy) (72.6838 million), Zhonghaida (Internet of Vehicles + Baidu Apollo cooperation +High-precision positioning technology + drone) (72.1479 million), Tongda Electric (BYD + intelligent cockpit + electronic rearview mirror + Huawei) (69.1414 million), Mingpu Optomagnetic (silicon photonics 800G DR8 optical module + totem pole PFC inductor + magnetic components) (68.6241 million), Hongbo Co., Ltd. (the company said that InBev Digital Technology normal operation + computing power + lottery) (65.3912 million), Jundingda (polymer modified protective materials + new energy vehicles + new shares) (6, 3,661,200).
10. Limit time
The top 10 in the daily limit time: Tai'an retirement (delisting), Dongjing Electronics (quartz crystal components + crystal oscillators), Yitong New Materials (new materials + high-quality iron-based powder + metal recycling + lithium batteries), Dalian Friendship (low-priced micro-cap stocks + proposed subsidiaries + retail + real estate), Huarong Holdings (low-price micro-cap stocks + housing construction PC components + prefabricated buildings + wind power mixed tower molds), Weilong shares (drainage valves + export + the Belt and Road), Soling shares (Internet of vehicles + unmanned driving + intelligent cockpit +CID system), Shenke shares (low-priced micro-cap stocks + thick-walled sliding bearings + a quarterly report to turn around losses), Hongda New Materials (high-temperature silicone rubber + low-priced stocks + a quarterly report loss narrowing), Huaming Intelligent (Internet of Vehicles + AFC system + ETC + automotive thermal management).
11. Main funds
The main funds of Shanghai and Shenzhen have a net outflow of 4.147 billion yuan today (yesterday: a net outflow of 10.547 billion yuan). Among them, the net outflow of the main funds of the ChiNext was 1.027 billion yuan, the net outflow of the main funds of the CSI 300 constituent stocks was 2.292 billion yuan, and the net outflow of the main funds of the Science and Technology Innovation Board was 446 million yuan.
Today, there are 13 industries with a net inflow of main funds, of which the computer industry has the largest net inflow, with a net inflow of 1.108 billion yuan; the top net inflows of the main funds in the industries are automobiles, communications, chemicals, light manufacturing, and national defense and military industries, with net inflows of 833 million yuan, 493 million yuan, 292 million yuan, 207 million yuan, and 173 million yuan respectively. The main funds of 18 industries showed a net outflow, of which the electronics industry had the largest net outflow of main funds, with a net outflow of 3.377 billion yuan, and the top net outflows of the main funds of the industry were power equipment, medicine and biology, public utilities, food and beverage, and non-ferrous metals, with net outflows of 839 million yuan, 764 million yuan, 651 million yuan, 520 million yuan, and 393 million yuan respectively.
Today, 2,323 stocks received a net inflow of main funds, of which 19 stocks received a net inflow of more than 100 million yuan. The net inflow of the main funds of Cialis is the largest, with a net inflow of 656 million yuan, and the top stocks with the net inflow of main funds are Gaoxin, Mingpu Optomagnetic, Ziguang Shares, Jianxin Shares, and ZTE, with net inflows of 296 million yuan, 244 million yuan, 236 million yuan, 223 million yuan, and 222 million yuan respectively.
In addition, 2,751 stocks were net sold by the main funds, of which 18 shares were sold by the main funds for more than 100 million yuan. WuXi AppTec had the largest net outflow of major funds, with a net outflow of 421 million yuan, and Zijin Mining, Wuliangye, Deep Technology, BYD, and Digital China had the largest net outflows, with net outflows of 262 million yuan, 244 million yuan, 212 million yuan, 203 million yuan, and 164 million yuan respectively.
12. Dragon and Tiger List
Today's institutional seat funds totaled about 43.8206 million yuan (yesterday: net net selling of about 817 million yuan). Among them, there were 8 stocks that were net buyers and 8 stocks that were net sellers.
Top 10 Net Purchases (Industry Sectors) (Purchase Amount, Yuan): Baichuan Shares (Chemicals) (125 million), Gaoxing (Computer Applications) (105 million), Shanghai Belling (Semiconductors and Components) (105 million), Hongbo Shares (Packaging and Printing) (103 million), Mingpu Optomagnetic (Communication Equipment) (92.4407 million), Zhonghaida (National Defense and Military Industry) (64.6833 million), Jianxin Shares (Chemicals) (50.9856 million), Yujing shares (general equipment) (47.8357 million), Suzhou Keda (computer equipment) (18.6967 million), Maxim Technology (communication equipment) (17.7113 million) (yesterday: Lingyi Zhizao (consumer electronics) (110 million), Changjiang Communication (communication equipment) (58.7169 million), Yingli shares (consumer electronics) (50.6362 million), Genvict Technology (other electronics) (46.0111 million), Huati Technology (Optics and Optoelectronics) (42.3595 million), Wanxiang Technology (Consumer Electronics) (33.5967 million), Kangqiang Electronics (semiconductors and components) (31.5724 million), Stitch (chemical synthetic materials) (20.2097 million), Lihang Technology (National Defense and Military Industry) (18.2406 million), Jemet (other electronics) (12.7082 million)).
Top 10 net purchases of institutional seats (industry sector) (purchase amount, 10,000 yuan): Hongbo shares (packaging and printing) (2989.35), Mingpu optical and magnetic (communication equipment) (2774.94), Yujing shares (general equipment) (2681.52), Zhonghaida (national defense and military industry) (1802.93), Genvict Technology (other electronics) (1474.64), Wilgao (semiconductors and components) (765.56), Jemet (other electronics) (400.58), Pengdu Agriculture and Animal Husbandry (Trade) (271.23), Jundingda (Chemical Synthetic Materials) (212.86), Chenyi Intelligent (Black Appliances) (-388.93) (Yesterday: Kangqiang Electronics (Semiconductors and Components) (2199.65), Hailu Heavy Industry (Power Equipment) (2149.76), Wanxiang Technology (Consumer Electronics) (759.11), Huicheng Vacuum (Special Equipment) (187.08), Guofeng New Materials (Chemical Synthetic Materials) (90.61), Yingli (consumer electronics) (54.61), delisted Tongda (consolidated) (-10.00), Zhongyin Cashmere (power equipment) (-71.85), Guanghe Technology (semiconductors and components) (-264.62), Changjiang Communications (communication equipment) (-361.49)).
The largest net selling stock by institutions is Meizhi shares, with a net selling amount of about 23.1342 million yuan, and the top net selling stocks by institutions are Jianxin shares and Wanxiang Technology.
Hongbo shares are limited today. Two institutions appeared on the list of dragons and tigers, with a total net purchase of 29.8935 million yuan, Huabao Securities Co., Ltd. Shanghai Dongdaming Road Securities Business Department bought 17.1089 million yuan and sold 475,000 yuan at the same time, and Oriental Wealth Securities Co., Ltd. Lhasa Financial City South Ring Road Securities Business Department bought 4.6151 million yuan and sold 9.5913 million yuan at the same time.
13. Northbound funds
On June 18, the turnover of northbound funds today was 112.693 billion yuan (yesterday's turnover was 124.199 billion yuan), and the net selling volume was 2.312 billion yuan (yesterday's trading volume was 3.301 billion yuan), which was a net sale for 7 consecutive trading days. Among them, the Shanghai Stock Connect net sold 2.496 billion yuan, and the Shenzhen Stock Connect net bought 184 million yuan.
Northbound funds bought more today, including Lixun Precision, Xin Yisheng, Cialis, Unisplendour, and Zhongji Innolight, with net purchases of 656 million yuan, 386 million yuan, 324 million yuan, 265 million yuan, and 192 million yuan respectively. Kweichow Moutai, Zijin Mining, Yili Shares, Midea Group, and Wuliangye were net sellers of 1.675 billion yuan, 839 million yuan, 362 million yuan, 361 million yuan, and 333 million yuan respectively.
14. Margin Trading
Margin financing and securities lending: On June 17, the financing balance was 1,476 billion yuan (1,472.8 billion yuan the day before), the net financing purchase was 3.111 billion yuan (-4.108 billion yuan the day before), the balance of securities lending and borrowing was 33.04 billion yuan (33.62 billion yuan the day before), and the net sale of securities lending and borrowing was -90.22 million shares (-76.35 million shares the day before).
The top 10 financing net buying sectors (100 million yuan): semiconductors (4.85), electronic components (4.21), banks (3.34), coal industry (2.57), petroleum industry (2.46), wine industry (2.22), home appliance industry (1.98), computer equipment (1.92), automobile (1.84), steel industry (1.80).
The top 10 stocks (yuan) in net financing purchases: 50ETF (416 million), Kweichow Moutai (173 million), Cialis (170 million), Cambrian (119 million), Baosteel (111 million), PetroChina (110 million), Lens Technology (89.85 million), Lu'an Huaneng (85.86 million), BOE A (85.67 million), Kingsoft Office (85.39 million).
15. Summary of stocks with year-on-year index earnings
Summary of stocks with year-on-year index earnings: 1458 stocks with a profit of 1%-3% (yesterday: 378), accounting for 32.07% (yesterday: 8.32%); 433 stocks with a profit of 3%-5% (yesterday: 108), accounting for 9.52% (yesterday: 2.38%); There were 183 stocks with a profit of 5% or more (yesterday: 99), accounting for 4.03% (yesterday: 2.18%).
16. Heavyweight stock performance on the day
The concept of Internet of Vehicles led the rise throughout the day, with 3 boards of Yangtze River Communication, Gaoxincn, Huaming Intelligence, Zhonghaida, Hongquan IoT, Guohua Network Security, Rishang Group, Duolun Technology and other shares. The semiconductor sector continued to be active, with Dongjing Electronics 5 boards, Kai Wit 20cm daily limit, Kangxi Communication, Shanghai Belling, etc. Communication equipment rose first, Cress, Riseconda, Mingpu optical and magnetic limit. The concept of consumer electronics went higher in the afternoon, Jemet 5 days and 4 boards, Tanaka Seiki, Haichang New Materials both rose to the limit. The food and beverage sector led the decline, with Gujing Gongjiu, Tsingtao Beer, and Shanxi Fenjiu leading the decline. (Yesterday: The concept of consumer electronics led the rise throughout the day, Jemet, Stitch, Wanxiang Technology, Lingyi Intelligent Manufacturing, Pengding Holdings, Desay Battery, Lixun Precision, Goertek shares rose more than 5%. The semiconductor industry chain rose in the front, Dongjing Electronics 4 boards, Yihao New Materials once 20cm limit, Jinlu Electronics, Wilgao, Mingyang Circuit rose more than 10%. The concept of Internet of Vehicles is active, Huaming Intelligence, Huati Technology, Genvict Technology both rose to the limit, and Aolian Electronics rose by more than 15%. On the news side, the 17 billion investment in Wuhan's "vehicle-road-cloud" integration demonstration project was approved. The concept of gold fell first, Lao Fengxiang fell more than 7%, and Zhou Dasheng and Northern Copper followed suit. The concept of coal was among the top decliners, and Jinkong Coal Industry and Xinji Energy were among the top decliners. ）。
17. Exponential Contribution
Top 10 Contribution Points (Contribution Points) (Gains) of the Shanghai Composite Index: FII (1.44) (4.03%), PetroChina (1.16) (1.14%), Cialis (0.73) (8.02%), CRRC (0.48) (4.43%), COSCO Shipping Holdings (0.46) (3.66%), PowerChina (0.36) (6.13%), Industrial and Commercial Bank of China (0.35) (0.37%), Samsung Medical (0.31) (9.99%), China State Construction (0.22) (1.47%)Sany Heavy Industry (0.21) (2.43%) (Yesterday: Cialis (0.50) (5.82%) Guodian NARI (0.42) (3.35%) Industrial Fortune Union (0.36) (1.03%) Cambrian (0.30) (5.49%) Hengrui Pharmaceutical (0.26) (1.50%) Changdian Technology (0.26) (7.68%) Great Wall Motor (0.26) (2.59%) Bank of Communications (0.18) (1.03% SMIC (0.16) (2.75%), GigaDevice (0.16) (3.99%)).
Top 10 Contribution Points (Contribution Points) (Increase) of SZSE Index: CATL (5.03) (1.13%) Luxshare Precision (4.20) (2.68%) Zhongji InnoLight (3.51) (3.09%) Xin Yisheng (2.67) (4.26%) Unisplendour (2.43) (6.72%) Sungrow Power Supply (2.11) (2.37%) BOE A (1.84) (1.47%) TCL Technology (1.67) (2.33% ZTE (1.67) (2.05%) Midea Group (1.39) (0.48%) (Yesterday: Luxshare Precision (11.30) (7.71%) CATL (7.86) (1.79%) Zhongji InnoLight (3.38) (3.04%) BYD (3.28) (1.64%) EVE (2.90) (6.12%) North Huachuang (2.72) (3.27%) Goertek (2.40) (6.04% Pengding Holdings (2.04) (10.00%), Dongshan Precision (1.99) (9.98%), Changan Automobile (1.93) (3.25%)).
18. Agency Ratings
The top 10 original ratings of the latest research institutions: XCMG Machinery, Xiantan Co., Ltd., Estun, Inovance Technology, Yizumi, Martian, Colorlight, Sany Heavy Industry, Hengli Hydraulics, Mingtai Aluminum.
19. Institutional research
The top 10 latest research institutions: Espressif Technology, Funeng Technology, Gansu Nenghua, Huawang Technology, Sifang Optoelectronics, Tiannai Technology, Langzi Shares, Yutai Micro, Aladdin, Longjian Shares.
20. Company Buybacks
The top 10 companies repurchased the latest companies: Buchang Pharmaceutical, Shanshan Shares, Jointown, Fuchuang Precision, Hailiang Shares, Tuojing Technology, Xishan Technology, Longbai Group, Shangfeng Cement, Youfa Group.
21. Shareholder Reduction
The top 10 shareholders of the latest company announcement are Huayu Mining, Dasheng Culture, Tsingshan Paper, Beiyuan Group, Demingli, Honghua Digital, Space-time Technology, XGIMI Technology, MicroPort Optoelectronics, and East China CNC.
22. Popularity list
The top 20 stocks on the popularity list (ranked at 21:00 on June 18, 2024): Cialis, Gaoxincn, Shanghai Belling, Genvict Technology, Zhonghaida, Huaming Intelligence, Industrial Fortune Union, Dongjing Electronics, Soling Co., Ltd., Lingyi Intelligent Manufacturing Co., Ltd., Jianxin Co., Ltd., Kweichow Moutai, Zongshen Power, Changjiang Communication, Mingpu Optomagnetic, Luxshare Precision, Wanji Technology, Huawen Group, WuXi AppTec, and Jemet.
23. New sections
New Straight Flush Concept Indices during the year: Controlled Nuclear Fusion (886065) (2024.1.2), Flying Car (eVTOL) (886066) (2024.1.11), Low-altitude Economy (886067) (2024.1.25), Sora Concept (Wensheng Video) (886068) (2024.2.19), Humanoid Robot (886069) (2024.2.27), AI Mobile Phone (886069) (2024.3.4), AI PC Concept (886071) (2024.3.5), High Dividend Selection (886072) (2023.12.29), Copper Backplane Connection (886073) (2024.3.20), AI Corpus (886074) (2024.3.28), Straight Flush Overseas 50 (886075) (2024.4.8), Military Informatization (886076) (2024.4.23), Synthetic Biology (886077) (2024.4.30), Commercial Aerospace (886078) (2024.5.29).
24. Hotspots & Mainlines:
(1) Main line: None
(2) Hot spots:
One type of hot spot: semiconductors
Category 2 hot spots: communication equipment, AI, automobiles, electric power, copper high-speed connection, science and technology assessment, solid-state batteries.
Rotation hotspots: communication equipment, automobiles, media, science and technology valuation, medium and special valuation, automobile services, national defense and military industry, commercial aerospace, memory chips, semiconductors, precious metals, non-ferrous metals, lithography machines, real estate, copper cable high-speed connection, electric power, AI, aquaculture, big finance, solid-state batteries.
25. Money-making effect tags
Internet of Vehicles (vehicle-road coordination), communication equipment, new metal materials (yesterday: PCB concept, consumer electronics, Internet of Vehicles).
26. Today's hot performance
The top 30 industries with hot spots: tire pressure monitoring, PEEK materials, Internet of Vehicles (vehicle-road coordination), intelligent transportation, ETC, spatio-temporal big data, EDR concept, face recognition, computer equipment, F5G concept, communication equipment, online car-hailing, unmanned driving, instrumentation, automotive services, digital watermarking, WiFi 6, smart government, shell resources, automotive thermal management, new metal materials, Web3.0, smart cities, smart light poles, satellite navigation, data security, computer applications, copper high-speed connection, Spatial Computing, Digital Twin (Yesterday: AI Mobile Phone, PCB Concept, AI PC, Apple Concept, Semiconductors and Components, Foxconn Concept, Wireless Headphones, Other Electronics, Tire Pressure Monitoring, Wireless Charging, Consumer Electronics, National Fund Holdings, Lithography Machine, Consumer Electronics Concept, Automotive Chips, Automotive Electronics, SMIC Concept, Flexible DC Transmission, MiniLED, New Tobacco, Advanced Packaging, Smart Wearable, Third-Generation Semiconductors, Automobiles, Memory Chips, Internet of Vehicles, Smart Speakers, Electronic chemicals, integrated circuit concepts, solid-state batteries).
20 hot industries: kitchen and bathroom appliances, medical services, beverage manufacturing, biological products, chicken raising, hotels and catering, pork, CRO concept, SMIC concept, ophthalmic medical care, liquor concept, innovative drugs, beer concept, coal mining and processing, fentanyl, biological vaccines, aquaculture, weight loss drugs (yesterday: real estate services, coal mining and processing, leasing and sales of the same rights, kitchen and bathroom appliances, characteristic towns, coal concepts, trade, household light industry, Internet e-commerce, steel, agricultural planting, ultra-supercritical power generation, coal chemical industry, Textile Manufacturing, Lab-grown Diamonds, Zinc Metals, Precious Metals, Gold Concept, Land Transfer, Media, Combustible Ice, Tianjin Free Trade Zone, Community Group Buying, Special Steel Concept, Civil Explosive Concept, Carbon Trading, Metal Lead, Ecological Agriculture, Sora Concept (Wensheng Video), Electricity).
Second, the subject matter is hot
1. The outbreak of Cheluyun concept stocks, Polytechnic Optics, Huaming Intelligence, Zhonghaida, and Hongquan IOT all have a 20cm daily limit, and more than 10 shares of Changjiang Communications, Guohua Network Security, Soling Shares, Genvict Technology, and Rishang Group have collectively sealed the board.
2. Auto parts stocks are strong, Tongda Electric has a straight line limit, and Bojun Technology, Huafeng Shares, Huguang Shares, Asia-Pacific Shares, Yizumi and other shares are among the top gainers.
3. Computing power concept stocks strengthened, Hongbo shares rose by the limit, Hengxin Oriental rose by 7%, Ziguang shares, Anoqi, Tongfang shares, Sugon, etc. followed up.
4. The new stocks of the Science and Technology Innovation Board are active, Kai Wit has 3 boards in 4 days, and Zhongyan Shares, Aisen Shares, Huafeng Branch, Bixing IoT, Tiancheng Technology, Sinan Navigation, Ole New Materials, etc. have followed up.
5. The concept of new industrialization is rising, Cress 20cm daily limit, Best, Yuhuan CNC, Oukeyi, Huarui Precision, etc.
6. The concept of robots has risen, Tanaka Seiki has a 20CM daily limit, and Jiangnan Yifan, Chaojie shares, Best, Siling shares, Buke shares, etc. have quickly followed up.
7. CPO concept stocks rose, Xinyisheng and Zhongji Innolight both continued to hit record highs, Zhishang Technology rose, Cambridge Technology, Mingpu Optomagnetic, Dongtian Micro, Tianfu Communication, and Ziguang followed suit.
8. The concept of non-ferrous metals rebounded, Jinhui shares rose by more than 7%, Tibet Everest, Tianshan Aluminum, Pengxin Resources, Shunbo Alloy, Huayu Mining, etc. followed suit.
9. Communication equipment rose first, and Cress, Riseconda, and Mingpu Optomagnetic rose to the limit.
3. Summary of important events at home and abroad
(1) Macroeconomic policies
1. The research and consultation symposium on the development of new quality productivity was held in Beijing, and accelerating the cultivation and development of new quality productivity is an urgent need to promote high-quality development, achieve high-level scientific and technological self-reliance and self-reliance, build a modern industrial system, and protect and improve people's livelihood, as well as an urgent need to cope with global competition and shape new advantages for development.
2. The First Department of Market Supervision of the China Securities Regulatory Commission issued an article on "Promoting the High-quality Development of the Capital Market with Strong Supervision and Risk Prevention", saying that in the next step, it will promote the implementation of the supporting policies and measures that have been introduced, accelerate the completion of shortcomings and weaknesses in various fields such as issuance and listing, share reduction, delisting, trading, and supervision of industry institutions, promote the systematic reshaping of the basic system of the capital market, strive for practical results, and continue to improve market expectations.
3. The Research Bureau of the Central Bank issued a document stating that the central bank will focus on new international trade and cross-border financial services, continue to increase facilitation policies and service supply, study and introduce an action plan for Shanghai International Financial Center to further improve the facilitation of cross-border financial services, and enhance the ability of finance to support the development of Shanghai's headquarters economy, especially multinational companies. Support Shanghai to build an international green finance hub, strengthen international cooperation in green finance and other fields, and promote the RMB as a green energy denominated currency. Strengthen communication and exchanges with other international financial organizations and international financial centers, continue to optimize the business environment, and attract more foreign financial institutions and long-term capital to develop their businesses.
(2) Domestic economy
1. Recently, it has been reflected that in some areas, the tax department has "checked back for 30 years" on the tax issue of enterprises and required enterprises to pay taxes. The tax department has not organized and carried out national, industrial and centralized tax inspections, let alone arrangements for 20 or 30 years of retrospective inspections. Recently, some of the tax arrears of enterprises in previous years are reminded of the tax arrears in previous years according to the procedures, and some of the risks of the application of tax policies existing in the enterprises are reminded and notified according to the procedures, all of which are routine normal performance of duties by the tax department in accordance with laws and regulations.
2. The First Division of Equipment Industry of the Ministry of Industry and Information Technology and the Ministry of Industry and Information Technology will take more effective measures to promote the high-quality development of intelligent networked vehicles, comprehensively promote the pilot work of intelligent networked vehicle access and road traffic, promote and improve the production access and road traffic safety management system of intelligent networked vehicles, and promote the pilot work of vehicle-road-cloud integration application with high quality.
3. As of the end of last year, the number of new energy vehicles in the country exceeded 20 million, of which 15.52 million were pure electric vehicles, accounting for more than 76%; Looking forward to the future, taking into account all aspects, mainland consumers' demand for new energy vehicles will continue to rise, and new energy vehicles, especially electric vehicles, will continue to grow at a rapid rate, which has also greatly spawned the demand for charging infrastructure construction.
4. From September 23, the Hong Kong securities market will maintain its operation under bad weather, and investors can continue to trade during the hoisting of Typhoon Signal No. 8 or above in Hong Kong, or the issuance of the Black Rainstorm Warning Signal.
5. On June 17, China Telecom Low Altitude Economic Cooperation and Development Conference was held in Nanjing. At the meeting, China Telecom Low-altitude Economic Industry Alliance was formally established and released the "Low-altitude Navigator" action plan. On the same day, the Cessna aircraft carrying 1.3 tons of cherries taxied from Qingdao Cihang Airport in Pingdu City, joined the route, and arrived at Beijing Miyun Airport after a three-and-a-half-hour flight, marking the successful start of the test work of the first low-altitude logistics route in the northern region.
6. A few days ago, the Guangzhou Municipal Bureau of Industry and Information Technology, the Foshan Municipal Bureau of Industry and Information Technology, and the Huizhou Municipal Bureau of Industry and Information Technology issued the "Three-year Action Plan for the Cultivation and Improvement of Guangzhou-Foshan-Huizhou Ultra-high-definition Video and Smart Home Appliance Clusters". It is planned that by 2025, the three cities will jointly promote the Guangzhou-Foshan-Huizhou ultra-high-definition video and smart home appliance industry cluster to accelerate the upgrade to a world-class cluster, with a total output value of more than 1.5 trillion yuan.
7. The continuous price war in the auto market has made the life of most joint venture car companies more and more tormented. FAW Toyota's official Weibo announced that a 24-hour limited-time sale will be held on the same day. Among them, the price of the compact SUV Corolla starts at 99,800 yuan, with a comprehensive discount of 30,000 yuan for a limited time, and the price of the compact car Corolla starts at 79,800 yuan, with a comprehensive discount of 43,000 yuan for a limited time.
8. The Cyberspace Administration of China, the Supreme People's Court, and China have established a complete system of online laws and regulations, an efficient system for the implementation of the online rule of law, a strict system for the supervision of the online rule of law, and a strong system for ensuring the rule of law on the Internet. Up to now, China has enacted more than 150 pieces of legislation in the field of cyberspace, building the "four pillars" of the rule of law on the Internet, and actively responding to the judicial needs of the Internet era.
9. The Ministry of Finance, in conjunction with the Ministry of Agriculture and Rural Affairs, recently issued 443 million yuan in agricultural production disaster prevention and relief funds to support the disaster-stricken areas in Hebei, Shanxi, Jiangsu, Anhui, Shandong, Henan, Shaanxi and other seven provinces to do a good job in drought prevention and disaster relief.
10. The national large-scale wheat harvest has been in full swing since May 27, and as of today (June 18), the harvest in key wheat harvest areas such as southwest China and Huanghuaihai has been basically completed. This also means that the large-scale wheat harvest in the "three summers" is over, and the summer grain harvest is a foregone conclusion.
11. Focusing on the improvement of the capacity of county hospitals, the mainland has formed a multi-level, multi-form, and wide-ranging medical counterpart support model, with 1,173 tertiary hospitals across the country providing counterpart assistance to 1,496 county-level hospitals. At present, 85% of the county hospitals have reached the service capacity of hospitals above the second level, an increase of 6 percentage points over 2020.
12. Since the "14th Five-Year Plan", 135 national archaeological site parks and project units have been built across the country, receiving more than 67.2 million tourists in 2023. Jingdezhen Imperial Kiln Factory, Sanxingdui, Jinsha and other major sites have promoted the declaration of world cultural heritage, and 224 active archaeological excavation projects of large sites have been implemented in an orderly manner.
(3) The international situation
1. On Tuesday, Eastern time, the three major U.S. stock indexes all closed up slightly, with the S&P 500 up 0.25%, the Dow up 0.15%, and the Nasdaq up 0.03%. Among them, the Nasdaq and S&P 500 indexes continued to hit record highs, and the Nasdaq index continued to hit new closing highs for seven consecutive trading days. Most of the large technology stocks fell, Tesla, Google, Meta, and Intel fell more than 1%, and Microsoft and Amazon fell slightly; Netflix rose more than 1%; Nvidia rose more than 3% to a new all-time high, with a total market capitalization of $3.34 trillion, surpassing Apple and Microsoft to become the world's most valuable stock. Most of the popular Chinese concept stocks fell, and the Nasdaq China Golden Dragon Index fell 0.41%. iQiyi fell nearly 3%, Pinduoduo and Futu Holdings fell more than 2%, NetEase and Vipshop fell more than 1%, and JD.com, Baidu, Li Auto and Alibaba fell slightly. Bilibili rose nearly 3%, Xpeng Motors rose more than 2%, Tencent Music and Weibo rose more than 1%, and Full Bang rose slightly.
2. U.S. retail sales in May increased by 0.1% month-on-month, with an expected increase of 0.3%, and the previous value was flat.
3. Musk's latest prediction is that in the future, mobile phones will become obsolete and will be replaced by chips directly implanted in the human brain.
4. Huang sold 120,000 shares of the company's stock on June 13 and June 14, totaling 240,000 shares, at a price between $127.78 and $132.23, for a total of more than $31 million in cash.
5. On June 18, FAW Toyota's official Weibo announced that a 24-hour limited-time sale would be held on the same day. Among them, the price of the compact SUV Corolla starts at 99,800 yuan, with a comprehensive discount of 30,000 yuan for a limited time, and the price of the compact car Corolla starts at 79,800 yuan, with a comprehensive discount of 43,000 yuan for a limited time.
(4) Important events and related stocks
1. NVIDIA has opened a new era of AI synthetic data, and these companies are forward-looking in synthetic data.
Recently, Nvidia released an open-source large language model (LLM), Nemotron-4 340B (340 billion parameters) series of models, which has the potential to revolutionize the way LLMs are trained. According to NVIDIA, developers can use the models to generate synthetic data that can be used to train large language models (LLMs) for business applications in healthcare, finance, manufacturing, retail, and other industries.
With the continuous development of generative AI technology, the source of training data is one of the top concerns. Synthetic data refers to data generated through mathematical models, algorithms, or random processes that are similar in some ways to real data, but are not collected directly from the real environment. The advantages of synthetic data include control, security, and low cost. Synthetic data as a new species of pre-trained corpus for development potential
The force is huge. NVIDIA's latest masterpiece is not only a quantum leap forward in technology, but also a revolutionary breakthrough in the field of AI, providing developers with a free and scalable solution to generate high-quality synthetic data. This not only reduces costs, but also broadens access to data and makes customized large language models (LLMs) at your fingertips.
Related stocks: Transwarp Technology (688031) said on the interactive platform that the company has research and use synthetic data, and is exploring related solutions.
Hanyi Co., Ltd. (301270) uses AI technology to explore and improve the creation efficiency of content materials such as fonts, and has its own accumulation in synthetic data.
2. IBM will join hands with Japan AIST to build the next generation of quantum computers, and industrial chain companies will attract attention.
IBM is about to sign an agreement with AIST, Japan's National Institute of Advanced Industrial Science and Technology, to jointly develop a next-generation quantum computer with a scale of up to 10,000 qubits, which is far larger than existing products. This is also the first time that IBM has collaborated with a non-U.S. research institution to such a large extent in the field of quantum computing. IBM and AIST will collaborate to develop ultra-low-temperature-resistant semiconductors and superconducting integrated circuits for next-generation quantum computers, and AIST hopes to bring in Japanese component suppliers for the equipment manufacturing process. This quantum computer is expected to be put into use in 2029, and it is expected to have sufficient calculation accuracy without the need for an external supercomputer for computational error correction.
Quantum computing takes qubits as the basic unit and uses the principles of quantum superposition and interference to achieve parallel computing, which can provide exponential acceleration of computing power in some complex problems, which is an important direction for the leapfrog development of computing power in the future. With the continuous evolution of quantum computing technology and the rapid development of artificial intelligence (AI) technology and other fields, the application boundaries of quantum computing are constantly expanding, making the commercial potential of quantum computing more extensive and far-reaching. According to ICV's forecast, the global quantum industry will reach $4.7 billion in 2023, with a compound annual growth rate of 44.8% from 2023 to 2028. Dedicated quantum computers are expected to achieve performance breakthroughs in 2027, driving the overall market size to $10.54 billion.
Related stocks: Jida Zhengyuan (003029) has realized the algorithm of anti-quantum signature in the research of anti-quantum cryptography algorithms, and successfully developed the key generation of traditional cryptography and the hybrid mode of anti-quantum cryptography, as well as the certificate issuance function.
Guodun Quantum (688027) has transformed cutting-edge technological achievements in the field of quantum computing into commercial products through independent research and development and participation in major projects such as the superconducting quantum computing "Zu Chongzhi" experiment of the University of Science and Technology of China, and has now used Guodun's products by a number of superconducting quantum computing teams in China, and has also achieved a cumulative sales revenue of more than 100 million yuan since 2020.
3. For the first time in the world, a new generation of artificial sun has achieved new results.
The new generation of artificial sun, "China Circulation-3", began to open to the world at the end of last year, and this year's first round of international joint experiments attracted the participation of 17 well-known scientific research institutes and universities around the world, including the French Atomic Energy Commission and Kyoto University in Japan. This round of experiments is the first time in the world to discover and realize a special advanced magnetic field structure, which is of great significance for improving the control and operation ability of nuclear fusion devices. "China Circulation-3" is a large scientific device for controllable nuclear fusion independently designed and developed by the mainland.
Controlled nuclear fusion energy produces energy on the same principle as the sun shines and heats, and it is also known as the new generation of "artificial sun". The process of nuclear fusion can provide a continuous stream of green energy with almost zero carbon emissions. Controllable fusion energy has many advantages such as unlimited, economical, plannable, clean, safe, etc., and is the ultimate form of energy that human beings can master under the current level of scientific development, and will even promote human civilization to enter the next stage of development.
Related stocks: Jinbei Electric (002533), Jiusheng Electric (301082).
4. Solid-state batteries have achieved breakthroughs, and the energy density has been increased by 100 times.
Japan's TDK Corporation has announced a breakthrough in materials used in small, all-solid-state batteries that are expected to significantly improve the performance of devices ranging from wireless headphones to smart watches. The energy density of the new material (i.e., the amount of energy that can be stored in a given space) reaches 1,000 Wh/L, which is about 100 times that of TDK's current mass-produced batteries.
Solid-state batteries are considered to be the most promising new generation of power lithium batteries because they can fundamentally improve the performance of two core properties - energy density and safety. At present, all major related companies around the world are getting involved, and accelerating the layout in many fields such as capacity planning, loading facilities and financing, so as to seize the market highland in advance. Industry insiders expect that by 2030, the steady-state market share of solid-state batteries is expected to reach 20%.
Related stocks: Jinlongyu (002882), Sanxiang New Materials (603663).
5. Production and sales are booming, and the high prosperity of the tire industry is expected to continue.
From January to April this year, China's total tire output was 338 million, a year-on-year increase of 11.4%; The export volume was 209 million, a year-on-year increase of 10.8%. Since the beginning of this year, the tire industry has ushered in a wave of price increases. The continuous rise in the price of the main raw materials for tires, such as natural rubber and carbon black, is the first factor driving the price of tires. The institutional research report believes that tires have ushered in a short-term, medium-term and long-term logic upward stage, and the future is expected to usher in a cycle of valuation and earnings recovery and upward adjustment. According to statistics, 9 A-share listed tire companies have achieved double-digit growth in the first quarter, and many companies have doubled. In addition, tire companies actively promote internationalization and accelerate transformation to seize the global market.
Related stocks: Sen Kirin (002984), Sailun Tire (601058), etc.
6. AI innovation empowers the new future of consumer electronics, and China's consumer electronics market is expected to continue to recover.
According to IDC's latest "China Wearable Device Market Quarterly Tracking Report", China's wearable device market shipments in the first quarter of 2024 will be 33.67 million units, a year-on-year increase of 36.2%. At WWDC 2024, Apple unveiled Apple Intelligence, the first personal intelligence system for iPhones, iPads, and Macs. In addition, many manufacturers plan to integrate generative AI in wearable devices, such as Apple's AirPods research and development project, which is expected to add cameras or to enhance AI functions. Yan Fan's team of China Merchants Electronics pointed out that with the joint investment in AI technology by industry chain leaders such as terminal brands, chips, and software applications, terminals such as PCs, mobile phones, robots, XR, wearables, smart cars, and smart homes are expected to usher in a wave of AI innovation.
Related stocks: OFILM, Zhaowei Electromechanical.
7. NVIDIA's open-source strongest model, Nemotron-4 340B, is expected to drive the continuous growth of demand for optical modules.
NVIDIA's newly released open-source model, Nemotron-4 340B, has the potential to revolutionize the way LLMs are trained! From now on, it may be that all walks of life no longer need expensive real-world datasets. Moreover, Nemotron-4 340B directly surpasses Mixtral 8x22B, Claude sonnet, Llama3 70B, Qwen 2, and even wrestles with GPT-4. It is reported that Nemotron-4 340B is a series of groundbreaking open-source models, and the biggest technical change is to further embrace the MOE architecture and introduce the ROPE optimization algorithm. Northeast Securities believes that the MOE architecture has higher efficiency and lower cost than the traditional Transformer model, and driven by the active adoption of the MoE architecture by overseas AI models such as Google Gemini and Nvidia Nemotron, the MoE model is expected to become the mainstream technology route of the global AI model, and the higher demand for communication networks will accelerate the implementation of high-performance switches. Specifically, it is mainly to promote the peak rate of a single switch and the increase in the total demand for switches. The construction of AI computing infrastructure is expected to maintain an expansion cycle, driving the demand for upstream optical modules and switches.
Related stocks: Robotec, Kechuan Technology.
8. Power semiconductors have a wide range of applications and are currently at the bottom of the industry cycle.
The worst moment for power semiconductors has passed, and the production capacity of major wafer factories is close to full capacity, and price increases have become a hot topic in the industry. Industry insiders expect that with the inventory clearance of the industrial chain and the further recovery of demand, it is expected that the prosperity of the power semiconductor industry will continue to rise in the second half of the year. Huaxin Securities Mao Zheng believes that the application of power semiconductors is broad, although it is currently at the bottom of the industry cycle, but with the gradual improvement of delivery, inventory, and the rhythm of the gradual recovery of downstream demand, we once again see the signal of the rebound of the power semiconductor industry. As the reliability, stability, and performance parameters of domestic power products continue to catch up with overseas standards, the domestic market has a broad space in the future.
Related stocks: Minde Electronics, New Clean Energy.
9. The explosion of generative artificial intelligence has given birth to the first generation of "AI + robot" humanoid robots.
The housewarming ceremony of Xiaomi Robotics was held in the Beijing Economic and Technological Development Zone (Beijing Yizhuang), and Xiaomi's second-generation bionic quadruped robot CyberDog 2 presented an impromptu dance on the spot. According to reports, at present, Xiaomi Robotics is promoting the phased landing of humanoid robots in its own manufacturing system. In the short term, Xiaomi Robot is a dedicated intelligent robot, which is used in some scenarios of intelligent manufacturing, and will be expanded to more scenarios in the future. The progress of artificial intelligence is becoming a key engine for the development of the robot industry, and the explosion of generative artificial intelligence has given birth to the first generation of "AI + robot" humanoid robots. China Post Securities pointed out that with the diversification and universalization of humanoid robot functions, the industrial division of labor is becoming more and more mature, and the cost continues to fall, and the potential application scenarios are expected to cover manufacturing, home services and other fields, with broad market opportunities.
Related stocks: Allwinner Technology, Thunderda, Hongxin Electronics.
10. It is expected to completely change the way of energy storage, and solid-state batteries may become the final technology choice for lithium batteries.
Japan's TDK has announced a breakthrough in materials used in small, all-solid-state batteries that are expected to significantly improve the performance of devices ranging from wireless headphones to smartwatches. The energy density of the new material (i.e., the amount of energy that can be stored in a given space) reaches 1,000 Wh/L, which is about 100 times that of TDK's current mass-produced batteries. Industry experts believe the technology has the potential to revolutionize the way energy is stored, and the most meaningful application for all-solid-state batteries is likely to be electric vehicles, as it can make electric vehicles have a longer range. Huaxin Securities pointed out that solid-state batteries have both high safety and high energy density, or will become the ultimate technology choice for lithium batteries. Domestic car companies and battery factories jointly promote the industrialization of semi-solid-state batteries, and the solid-state battery industry is expected to accelerate.
Related stocks: Dangsheng Technology, Xinwangda, Shanghai Xiba.
11. TSMC plans to implement price increases for advanced processes and advanced packaging.
TSMC plans to raise prices. The price of 3nm foundry may increase by more than 5%, and the annual quotation of advanced packaging will also increase by about 10%-20% next year. TSMC's 3nm has been fully packaged by seven major customers such as Apple and NVIDIA, and the supply exceeds demand, and the orders are expected to be full until 2026.
Related stocks: Tongfu Microelectronics, Changdian Technology.
Fourth, short-term stock sniping (only analysis, not recommendation)
Weilong Co., Ltd. (002871): drainage valve + export + Belt and Road 1, the company's main business is the design, development, manufacturing and sales of water supply and drainage valve products. The company's main products are gate valves, butterfly valves, globe valves, regulating valves, plug valves, check valves, pressure reducing valves, alarm valves, deluge valves, etc. 2. Interaction on February 28: The company set up a Saudi subsidiary to respond to Saudi Arabia's "Vision 2030" and follow up the "Belt and Road" initiative to expand the company's market share in the Middle East. 3. According to the company's 2023 annual report, the company's export revenue accounts for 78.75%.
Bichuang Technology (300667): Optoelectronic Instruments + Intelligent Sensors + Low-altitude Economy 1, June 17 Interaction: The company provides industrial and scientific research customers with intelligent sensing, optoelectronic instruments, precision optoelectronic products and solutions. 2. The company's main business is intelligent sensor and optoelectronic instrument products, system solutions and application service providers, the main products are spectral instruments, intelligent sensing, precision optical machinery. 3. April 24 Interactive Easy: The company has been deployed in low-altitude image spectral perception and digital water environment monitoring for many years, with independent innovation of hyperspectral camera, data analysis and application software as the core technology, has launched the integration of air, space and ground water environment monitoring, agricultural crop growth monitoring, forestry and grassland remote sensing and other mature applications. 4. Wuxi Zhonglei Optoelectronics Technology Co., Ltd. is a subsidiary holding company of the company. Wuxi Zhonglei Optoelectronics was established in April 2023, based on the transfer and transformation of the 2um laser industry of the Shanghai Institute of Optics and Mechanics of the Chinese Academy of Sciences and the related application advantages of Zhuoli Hanguang.
Zhonghaida (300177): Internet of Vehicles + Baidu Apollo cooperation + high-precision positioning technology + UAV: 1. The "vehicle-road-cloud" integration demonstration project in many places is being intensively approved. Following Beijing, Fuzhou and Ordos, the Wuhan "vehicle-road-cloud" integration major demonstration project with a record amount of about 17 billion yuan was approved by the relevant departments on June 14, and the project started in June. 2. The 11th International Intelligent Connected Vehicle Technology Annual Conference will be held in Beijing on June 18, focusing on the integration of vehicles, roads and clouds, setting up multi-level, multi-angle and multi-level special forums, international side meetings, concurrent forums and other activities. 3. According to previous media reports, the list of the first batch of pilot cities for vehicle-road-cloud integration is expected to be announced within this month. 4. Interaction on February 17, 23: The company cooperated with Baidu Apollo in the field of high-precision differential positioning solution products and related technologies. January 12 interaction: At present, the company's on-board software and hardware products have been designated to be used in a number of new mass-produced models of automobile manufacturers such as Xiaopeng, SAIC, Great Wall, Geely, Dongfeng and FAW. 5. July 12, 21 Interactive: In terms of autonomous driving/Internet of Vehicles (V2X), the company's business products mainly include: on-board high-precision positioning products, integrated navigation solutions, and high-precision location infrastructure networking (CORS network) construction suitable for autonomous driving, providing the application of satellite-based and ground-based augmentation technology integration in the vehicle end. 6. The company focuses on the R&D, manufacturing and sales of software and hardware products and services related to the industrial chain of high-precision positioning technology, deepens the application of Beidou precise location industry, and strives to provide spatio-temporal information solutions. 7. April 3 interaction: The company can quickly obtain real-world images through UAVs equipped with oblique photography cameras, airborne lidars and other surveying and survey instruments, and can also provide overall solutions for aerial survey software and hardware, including UAV aerial survey systems with intelligent flight control functions, which can carry out route planning, flight status monitoring, airspace management and inspection big data processing for UAVs.
Tongda Electric (603390): Internet of Vehicles + Intelligent Cockpit + Electronic Rearview Mirror + BYD + Huawei 1, December 3, 21 Interaction: The company's Internet of Vehicles intelligent terminal products include: vehicle intelligent terminal all-in-one machine, new energy vehicle remote terminal, intelligent dispatching and monitoring all-in-one machine, 5G vehicle router, passenger flow counter, and ADAS, DSM and other intelligent video surveillance alarm devices. 2. On July 26, 23, the official public account showed: In order to meet the needs of the development of the bus industry, Tongda Electric's R&D team conducted in-depth market research, and in the construction of the bus intelligent cockpit, considering the needs of bus simplicity and integrated design, as well as the problem of driving safety, the intelligent central control screen X12S was successfully developed for the upgrade of the bus intelligent cockpit. On June 30, 22, Huawei Technologies Co., Ltd. is one of the company's partners in the 5G smart bus project. Relying on Huawei's public cloud, it has established a dedicated cloud for access, supporting the company's software and hardware products, and providing customers with convenient operation and maintenance management, personalized application support, stable, reliable, streamlined, and convenient permission-based dedicated cloud services. 3. September 19, 23 interaction: The company's electronic rearview mirror system consists of a high-definition camera, an electronic display screen and a controller. 4. BYD bus is one of the company's important standard customers, and the company mainly provides customers with on-board software and hardware products for buses.
Mingpu Optomagnetic (002902): Integrated inductor + silicon photonics 800G DR8 optical module + magnetic components 1, May 24 interaction: The company's products mainly include magnetic components, optical communication components, new energy power supply systems, consumer power supplies, etc., of which communication power supply products, integrated inductors and other products involve electromagnetic shielding technology. 2. According to Mingpu Optomagnetic News, Mingpu Optomagnetic Silicon Photonics 800G DR8 optical module has passed the industry testing standard, and the product is successfully developed under the leadership of Dr. Qian Yinbo of Mingpu Optoelectronics R&D Center. The product is based on silicon photonics technology and is a high-performance, hot-swappable 8-channel full-duplex transceiver integrated module. Suitable for high-speed data centers and cloud computing networks. The module is packaged in OSFP with a rate of up to 850Gbps, which can transmit large amounts of data through single-mode fiber to achieve long-distance, high-bandwidth and high-stability data transmission. The company said on the interactive platform on March 14 that up to now, the company has not supplied 800G optical modules to NVIDIA. The company's high-speed digital communication silicon photonics 800G DR8 optical module has only passed the detection of the industry's general oscilloscope, and has not yet entered the stage of large-scale mass production. 3. The company's products mainly include magnetic components, optical communication components, new energy power supply systems, consumer power supplies, etc., which have a wide range of applications, and the specific application scenarios depend on the needs of customer products. The company has become an important supplier of large and medium-sized communication equipment manufacturers such as Samsung, Huawei, ZTE, Fiberhome Communications, and Gongjin Electronics. 4. Interaction on February 28: Overall, the company's 800G optical module is still under development. For 1.6T optical modules, the company has started a feasibility study, and the research and development of 1.6T is still in the early stage, and there is a risk that the research and development cycle is too long.
Hongbo shares (002229): The company said that InBev Digital Technology is operating normally + computing power + lottery 1, May 12 interaction: At present, the operation of InBev Digital Technology is normal, and the business is advancing normally as planned. On August 10, 2022, the company signed a four-party cooperation agreement with Zhongguancun Zhongheng Cultural Technology Innovation Service Alliance, NVIDIA and Beijing InBev Digital Technology Co., Ltd. to jointly establish the Beijing AI Innovation and Empowerment Center in Beijing to carry out project construction and operation services in the field of artificial intelligence technology. InBev Digital Technology is a wholly-owned subsidiary of the company and the operating body of the Beijing AI Innovation Empowerment Center. 2. The company is a comprehensive enterprise integrating lottery services, digital printing, high-end packaging, etc., and its business covers the lottery industry, security printing, packaging industry, color printing industry, Internet of Things industry, commerce and interactive entertainment industry and other fields.
5. The next day's deduction
1. Market analysis and strategy
If the index can stop falling and rebound at the current point, then the recent market performance is strong in the direction of big technology or is expected to lead the two cities. Looking ahead, after the index has undergone adjustments, the current participation in the price performance is relatively high, and there is a certain game value.
On Tuesday, the market sentiment was significantly repaired, and the main board approached the low point of the previous stage and then rose rapidly again, and then maintained the red plate operation. The yellow line led the white line on the time, and the market's money-making effect rebounded. On the plate, technology stocks continue to be active, especially the integration of vehicles, roads and clouds is fermented again, and vehicles, parts, and unmanned driving are also spreading, which is a good phenomenon, at least the active theme can be further continued, and the afternoon non-ferrous metals, Chinese prefixes, etc. have also performed, which is still more critical to breaking the balance of long and short. However, it should be noted that the trading volume is still insufficient, and at the same time, the end of the market has just stood above the 5-day moving average, although there is a bottom parting formation, but the strength is not particularly strong. Moreover, the recent strong GEM and Kechuang 50 have risen and fallen, and the seesaw effect of funds has not improved. The pattern of short-term shocks is difficult to change.
The main board bottomed out and rebounded, the activity of individual stocks has also been boosted, and the theme and part of the weight have also formed a linkage performance, but the sustainability must continue to be tracked and observed, especially the cooperation of funds. In the short term, we should not take it lightly, pay attention to the formation of the signal on the right, and remain rational before we are uncertain, and choose to buy low and not chase up under the control position.
At present, the attention to medium- and long-term reform has increased, and the upcoming Third Plenary Session of the Central Committee in July is expected to further clarify the direction of medium- and long-term reform, and the reform of the capital market is also progressing in an orderly manner. With the recent index adjustment, the current valuation of the A-share market is attractive, and there is no need to be pessimistic about the subsequent market performance. In terms of allocation, the field of scientific and technological innovation with short-term policy dividend expectations, especially the sectors with industrial autonomy logic, is expected to be relatively active; Under the background of good external demand, there are still opportunities for the allocation of export chain industries and global pricing resources; Although the dividend assets have been adjusted recently, the medium-term trend has not changed; Green sectors such as new energy focus on the marginal changes in recent industrial policies, which will help gradually reverse investors' prudential expectations.
2. Tomorrow's market prediction: shock upward
6. Position plan: short-term: half position.