12 mai La tendance commence à diverger

I. Popular sectors (total transaction amount of stocks hitting the limit in parentheses): [Taogu Ba]

Semiconductors (26.7 billion yuan 中) ＞ Power new energy (20.3 billion yuan 中) ＞ Optical communication (14.2 billion yuan 中)

II. Analysis of hot sectors and stocks (red text involves subjective comments, experts please skip)

Computing power
300449 Hanbang Gaoke 9:25:00 computing power two consecutive limit-ups.
603269 Seagull Co., Ltd. 9:31:44 liquid-cooled server two consecutive limit-ups.
600869 Far East Co., Ltd. 9:39:54 computing power AI opened. Two consecutive limit-ups.
Comment: The sector’s linkage has always been weak, and individual stocks mostly follow their own rhythm of catching up. After today’s divergence, there are few targets left.

Optical modules
002522 Zhejiang Zhongcheng 9:46:15 fiber optic paste opened.
300265 Tongguang Cable 9:56:42 fiber optic cable opened.
002300 Sun Cable 9:51:15 cable
002498 Han Cable Co., Ltd. 10:17:00 fiber optic
002560 Tongda Co., Ltd. 13:00:21 fiber optic cable opened.
002491 Tongding Interconnection 13:04:09 joint venture + fiber optic opened. Four consecutive limit-ups.
002254 Taihe New Material 13:16:57 fiber optic
603688 Quartz Co., Ltd. 13:54:46 fiber optic material opened.
001359 Ping An Electric 14:47:06 glass fiber price increase
301196 Vico Technology 14:56:30 fiber optic opened.
300292 Wutong Holdings fiber optic opened.
000925 Zhonghe Technology 9:52:06 indium phosphide opened.
002428 Yunnan Germanium Industry 14:51:30 indium phosphide
Comment: During intra-day divergence, it’s clear that the fiber optic sector is the strongest, and by the close, it’s roughly the same.

Semiconductors
603052 Kechuan Technology 9:25:01 bullish investor endorsement + silicon photonic chip
600076 Kangxin New Materials 9:31:01 semiconductor M&A three consecutive limit-ups.
000672 Shangfeng Cement 11:04:57 semiconductor opened. Two consecutive limit-ups.
603061 Jinhaitong 13:14:20 semiconductor equipment opened.
002787 Huayuan Holdings 13:23:54 semiconductor equipment opened.
002208 Hefei Urban Construction 13:51:06 indirect holdings in tech
002552 Baoding Technology 14:09:36 PCB copper foil opened. Four consecutive limit-ups.
600667 Taiji Industry 14:28:29 storage chips
603203 Kuai Ke Intelligent 14:30:01 AI chips opened.
002081 Golden Mantis 14:34:57 semiconductor clean room opened.
603186 Huazheng New Materials 14:41:06 copper-clad laminate opened.
300903 Kexiang Co., Ltd. storage chips opened.
Comment: There are quite a few limit-ups in semiconductors, but the sector’s linkage is weaker than fiber optics, with many trending stocks and generally lower benchmarks.

Robotics
603037 KaiZhong Co., Ltd. 9:31:05 robotics
603331 Baida Precision Engineering 9:39:10 robotics
603211 Jintuo Co., Ltd. 9:46:58 robotics
603007 Huawang Co., Ltd. 10:06:28 robotics opened.
603895 Tianyong Intelligent 10:13:11 robotics
Comment: Robotics is quite volatile, with an unpredictable rhythm.

New energy power
000601 Shaoneng Co., Ltd. 9:35:27 green power opened.
301197 Gongda Keya 9:40:03 smart heating + buyback
601991 Datang Power Generation 9:46:05 green power opened. Five consecutive limit-ups.
002346 Zhezhong Co., Ltd. 9:48:30 power grid equipment
000591 Solar Energy 9:56:18 green power opened.
000767 JinKong Power 10:13:42 green power opened.
002606 Dalian Electric Porcelain 10:17:06 ultra-high voltage bid successful
600719 Dalian Thermal Power 13:42:33 green power opened.
300004 Nanfeng Co., Ltd. nuclear power
600396 Huadian Liaoning Energy 14:42:35 green power two consecutive limit-ups.
Comment: Green power has been strong for two days in a row, especially with Datang Power’s five-limit-up streak and the new high of Huadian Liaoning Energy, the sector is basically surging against the trend today.

III. Announcement Board
300959 Online and Offline 9:25:00 shareholder transfer + mobile information services
001259 Liren Technology 9:25:00 share transfer + small home appliances two consecutive limit-ups.
001331 Shengtong Energy 9:34:24 takeover offer + Qiteng Robotics
300736 Baibang Technology 9:47:00 control rights change + Apple authorized opened.
600683 Jingtou Development 13:51:06 planned acquisition of Qixin Optoelectronics opened. Three consecutive limit-ups.

IV. Other stocks hitting the limit and concept hype
605198 Andeli 13:24:03 NFC fruit juice
600530 Jiaoda Angli 13:21:35 health products opened. Three consecutive limit-ups.
603682 Jinhe Commercial Management 13:26:56 urban renewal opened.
000006 Shen Zhenye A 10:43:33 real estate development opened.
000029 Shen Shen Fang A 14:20:09 real estate opened. Two consecutive limit-ups.
002190 Chengfei Integration 13:50:12 aerospace
002918 Mona Lisa 9:25:00 ceramic tiles three consecutive limit-ups.
001211 Shuangqiang Technology 13:14:27 golden steel porcelain with volume opened. Two consecutive limit-ups.
300736 Baibang Technology consumer electronics opened.
603320 Dibei Electric 9:49:42 compressor motor
000950 Chongyao Holdings 10:12:12 pharmaceutical commerce
600488 Jinyao Pharmaceutical 13:03:16 steroid hormone two consecutive limit-ups.
600172 Yellow River Cyclone 14:12:14 major breakthrough + diamond heat dissipation two consecutive limit-ups.

V. Data speaks:
Number of stocks with a daily increase greater than 10 (including limit-up): 83, decrease greater than 10: 14
Shanghai Composite: stocks up: 625, stocks down: 1686. Turnover: 14652 billion
ChiNext: stocks up: 317, stocks down: 1066. Turnover: 8456 billion
Beijing Stock Exchange: stocks up: 103, stocks down: 202. Turnover: 273 billion
Stocks with an increase greater than 5%: 201, stocks with a decrease greater than 5%: 136

VI. Market popularity stocks:
601991 Datang Power Generation (Power sector five limit-ups)
002491 Tongding Interconnection (Fiber optic four limit-ups)
002552 Baoding Technology (PCB four limit-ups)

Comment: Although the market is good, since April, most of the high-flyers have been around five limit-ups, and the trend has lasted a long time. Many trending stocks have already gained a lot in the short term. Be aware that the market may need to switch styles soon.