May 12th Market Trends Begin to Diverge

1. Market Popularity (Total transaction amount of stocks hitting the daily limit in parentheses): [Taogu Ba]

Semiconductors (26.7 billion yuan) > Electric Power New Energy (20.3 billion yuan) > Optical Communication (14.2 billion yuan)

2. Hot Sectors and Stock Analysis (Red text involves subjective comments, experts please skip)

Computing Power
300449 Hanbang High-Tech 9:25:00 consecutive limit-up in computing power.
603269 Seagull Co. 9:31:44 consecutive limit-up in liquid-cooled servers.
600869 Far East Co. 9:39:54 computing power AI opened. Consecutive limit-up.
Comment: The sector’s linkage has always been weak, with individual stocks mostly fighting their own battles for late-stage gains. 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 cables opened.
002300 Solar Cables 9:51:15 cables
002498 Han Cable Co. 10:17:00 fiber optics
002560 Tongda Co. 13:00:21 fiber optic cables opened.
002491 Tongding Interconnection 13:04:09 joint venture + fiber optics opened. Four consecutive limit-ups.
002254 Taihe New Material 13:16:57 fiber optics
603688 Quartz Co. 13:54:46 fiber optic materials opened.
001359 Ping An Electric 14:47:06 fiberglass price increase
301196 Vico Technology 14:56:30 fiber optics opened.
300292 Wutong Holdings fiber optics 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 fiber optics is the strongest, and by the close, it’s roughly the same.

Semiconductors
603052 Kechuan Technology 9:25:01 bullish investor buying + silicon photonic chips
600076 Kangxin New Materials 9:31:01 semiconductor M&A three consecutive limit-ups.
000672 Shangfeng Cement 11:04:57 semiconductor opened. Consecutive limit-up in second session.
603061 Jinhai Tong 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 KuaiKe Intelligent 14:30:01 AI chips opened.
002081 Jin Tanglang 14:34:57 semiconductor cleanroom opened.
603186 Huazheng New Materials 14:41:06 copper-clad laminates opened.
300903 Kexiang Co. storage chips opened.
Comment: There are quite a few limit-ups in semiconductors, but the sector’s linkage isn’t as strong as fiber optics, with many trending stocks and high standards also lagging behind.

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

New Energy Power
000601 Shaoneng Co. 9:35:27 green power opened.
301197 Gongda Keya 9:40:03 smart heating + buyback
601991 Datang Power 9:46:05 green power opened. Five consecutive limit-ups.
002346 Zhezong Co. 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 won
600719 Dalian Thermal Power 13:42:33 green power opened.
300004 Nanfeng Co. 14:29:30 nuclear power
600396 Huadian LiaoNeng 14:42:35 green power double limit-up.
Comment: Green power has been strong for two days in a row, especially Datang Power with five limit-ups and Huadian LiaoNeng reaching new highs in the second wave, making the sector’s performance nearly countertrend today.

3. Announcement Board
300959 Online and Offline 9:25:00 shareholder transfer + mobile information services
001259 Liren Tech 9:25:00 share transfer + small home appliances double limit-up.
001331 Shengtong Energy 9:34:24 tender offer + Qiteng Robotics
300736 Baibang Tech 9:47:00 control rights change + Apple authorized opened.
600683 Jingtou Development 13:51:06 planning to acquire Qixin Optoelectronics, opened. Three consecutive limit-ups.

4. Other Limit-up Stocks and Concept Speculation
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 Zhen Industry A 10:43:33 real estate development opened.
000029 Shen Shen Fang A 14:20:09 real estate opened. Double limit-up.
002190 Chengfei Integration 13:50:12 aerospace
002918 Mona Lisa 9:25:00 building ceramics three consecutive limit-ups.
001211 Double Gun Tech 13:14:27 King Kong porcelain with volume, opened. Double limit-up.
300736 Baibang Tech consumer electronics opened.
603320 Dibei Electric 9:49:42 compressor motor
000950 Chongyao Holdings 10:12:12 pharmaceutical commerce
600488 Jin Yao Pharmaceuticals 13:03:16 steroid hormones double limit-up.
600172 Yellow River Cyclone 14:12:14 major breakthrough + diamond heat dissipation double limit-up.

5. Data in Numbers:
Number of stocks with gains over 10% (including limit-up) today: 83,
Number of stocks with declines over 10%: 14
Shanghai Composite: Up 625 stocks, down 1686 stocks. Turnover: 1,465.2 billion yuan
ChiNext: Up 317, down 1066. Turnover: 845.6 billion yuan
Beijing Stock Exchange: Up 103, down 202. Turnover: 27.3 billion yuan
Stocks with gains over 5%: 201, stocks with declines over 5%: 136

6. Market Popular Stocks:
601991 Datang Power (Power sector five limit-ups)
002491 Tongding Interconnection (Fiber optics four limit-ups)
002552 Baoding Technology (PCB four limit-ups)

Comment: Although the market is good, since the rebound since April, most high-standard stocks are around five limit-ups. The trend has lasted quite a while, and many trending stocks have already gained significantly in the short term. Attention should be paid to potential sector rotation in the future.