July 10 Evening Recap

This recap and information are only for my personal stock market summary and sorting out, not a stock recommendation. Please do not follow the trades.

Some recap content is posted one day in advance to help my loyal fans recap at night!

Today’s recap highlights

Zhang Shiyi Yi is pretty awesome—accurately got into the network.

[Taoguba]

1. Consecutive-limit-up ladder and limit-up distribution chart

2-day limit-up: Yalian Machinery, Zhezhong Co., Haolike, Infrarred Gaode, Xingwang Yuda, Lifang Pharmaceutical, Guisheng Shares, Huanrui Century, Zhongding Shares

2. Review and projection of advancing to consecutive limit-ups

3. Limit-up events

1. Commercial aerospace (27)

2-limit-up: Guisheng Shares

1-limit-up: Juli Stronghold, Shenjian Shares, Hualin Cables, Aerospace Engineering, CSSC Defense, Hailan Xin, Aerospace Power, China Spacesat, Aerospace Development, China Satellite, Zhongtian Zhenjian, Youji Shares, Tongyi Zhong, Aerospace Electronics, Junda Shares, Shanghai Portview, Great Wall Electric, CSSC Science & Technology, Putian Technology, Aerospace Universe, Jinli Huadian, Jiu Feng Energy, Jiayuan Technology, Goldwind Technology, Aerospace Technology, CITIC Heavy Industries

Event: On July 10 at noon, the Changzheng-10 Y (CZ-10Y) carrier rocket launched from Hainan commercial aerospace launch site and rose into the sky. The first-stage vertically returned, and was successfully recovered on a sea recovery platform. This was China’s first successful implementation of controlled recovery of the first stage of a launch vehicle, and also the first time in the world that a rocket net recovery was carried out.

2. Announcement limit-ups (13)

Yalian Machinery: Net profit in the first half was 1.57 billion yuan, up 59.63% year over year

Gaode Infrared: Net profit in the first half was 157M yuan–1.27B yuan, up 601.93%–701.41% year over year

Xingwang Yuda: Net profit in the first half was 90 million yuan–120 million yuan, up 665.92%–854.56% year over year

Sannyi Communication: Net profit in the first half was 40 million yuan–55 million yuan, up 1,428%–2,001% year over year

Dalian Electric Porcelain: Net profit in the first half was 140 million yuan–180 million yuan, up 200.55%–286.43% year over year

Fuchun Environmental Protection: Net profit in the first half was 298 million yuan–335 million yuan, up 60%–80% year over year

Kelu Electronics: Plans to issue shares in a private placement to Midea Group of no more than 2.5 billion yuan

Harbin Pharmaceutical Group: Net profit in the first half was 380 million yuan–437 million yuan, up 46.40%–68.36% year over year

Cosco Special Transport: Net profit in the first half was 1.28B yuan–1.4B yuan, up 55.00%–70.00% year over year

Three Gorges New Materials: Plans to invest about 2.6 billion yuan with its indirectly controlled shareholder in the Lingang auto and electronic glass project

Huajian Group: Court rulings have approved the restructuring plan for its subsidiary Huajian Shuchuang

Shenhuo Shares: Net profit in the first half was 4.8 billion yuan, up 152.04% year over year

Yingxin Development: The acquisition of 60% equity in Changxing Semiconductor has been completed in full

3. Innovative drugs (9)

2-limit-up: Lifang Pharmaceutical

1-limit-up: Shuanglu Pharmaceutical, Lianhuan Pharma, Merck, Changshan Pharmaceutical, Yinuosi, Join-Nus Biotech, Zhaoyan Xin Pharmaceutical, Shuangcheng Pharmaceutical

Event: With the continuous improvement of global competitiveness in domestic innovative drug companies’ clinical pipelines, along with医保 (medical insurance) policies and commercial insurance accelerating the tilt toward innovative drugs, many innovative drug companies are expected to keep moving into a period of earnings realization. Against the backdrop of improving global innovative drug asset market sentiment, China’s innovative drug sector currently faces a divergence where fundamentals are trending upward while valuations are trending downward, offering extremely high-elasticity bottom investment value. As early as 2026 Q1 alone, the total transaction value of China’s innovative drug BD with the outside has already exceeded $60 billion, approaching half of the total amount for 2025; in global Q1 pharmaceutical pipeline transactions, China-based companies account for more than 70%.

4. Robotics (9)

2-limit-up: Zhongding Shares

1-limit-up: Jindi Shares, F&D Tech, Jingji Zhinong, HEYI Tai, Jintuo Shares, Riying Electronics, Shoukaifang Shares, Hongda KeGao

Event: Several people from Tesla’s supply chain said that Tesla recently issued specific procurement guidance for Optimus parts, requiring suppliers to raise production capacity to 1,000 units/week in September this year, and to increase to 2,000–2,500 units/week by year-end. This means that after more than three years of R&D, Optimus Gen 3 is finally leaving the lab and entering mass production.

5. Semiconductors (8)

2-limit-up: Zhezhong Co.

1-limit-up: Shikong Technology, Xinyaqiang, Guolin Technology, Xinhui Ke, Zhongtian Fine Decoration, Worton Technology, Fibocom

Event: AI computing demand drives expansion of advanced process, HBM, DRAM, 3DNAND, and advanced packaging capacity, and equipment demand keeps getting released.

4. New stock price highs

Today’s closing price hit new highs in 16 stocks, yesterday 16, and the day before 13 (find the benchmarks—look at industry trends)

Mainly concentrated in semiconductors

5. Institutional席位 and day-trader activity trends