12 de maio Início das divergências no mercado

I. Popularity of sectors (total transaction amount of limit-up stocks in parentheses): [Taogu Ba]

Semiconductors (26.7 billion yuan 中) ＞ Power and New Energy (20.3 billion yuan 中) ＞ Optical Communications (14.2 billion yuan 中)

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

Computing Power
300449 Hanbang Gaoke 9:25:00 Computing power consecutive limit-up.
603269 Seagull Co., Ltd. 9:31:44 Liquid-cooled server consecutive limit-up.
600869 Far East Co., Ltd. 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 rebound. After today’s divergence, there are few targets left.

Optical Modules
002522 Zhejiang Zhongcheng 9:46:15 Optical fiber paste opened.
300265 Tongguang Cable 9:56:42 Optical fiber cable opened.
002300 Solar Cable 9:51:15 Cable
002498 Han Cable Co. 10:17:00 Optical fiber
002560 Tongda Co. 13:00:21 Optical fiber cable opened.
002491 Tongding Interconnection 13:04:09 Joint venture + optical fiber opened. Four consecutive limit-up.
002254 Taihe New Material 13:16:57 Optical fiber
603688 Quartz Co., Ltd. 13:54:46 Optical fiber material opened.
001359 Ping An Electric 14:47:06 Glass fiber price increase
301196 Vico Technology 14:56:30 Optical fiber opened.
300292 Wutong Holdings Optical fiber 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 evident that the optical fiber sector is the strongest, and by close, it’s roughly the same.

Semiconductors
603052 Kechuan Technology 9:25:01 Bullish investor endorsement + Silicon photonic chips
600076 Kangxin New Materials 9:31:01 Semiconductor M&A three consecutive limit-up.
000672 Shangfeng Cement 11:04:57 Semiconductor opened. Two consecutive limit-up.
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 technology holding
002552 Baoding Technology 14:09:36 PCB copper foil opened. Four consecutive limit-up.
600667 Taiji Industry 14:28:29 Storage chips
603203 Kuai Ke 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 laminate opened.
300903 Kexiang Co., Ltd. Storage chips opened.
Comment: There are many limit-ups in semiconductors, but the sector’s linkage is weaker than optical fibers, with many trending stocks at lower heights.

Robotics
603037 Kai Zhong 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 electricity opened.
301197 Gongda Keya 9:40:03 Smart heating + buyback
601991 Datang Power Generation 9:46:05 Green electricity opened. Five consecutive limit-up.
002346 Zhezhong Co., Ltd. 9:48:30 Power grid equipment
000591 Solar Energy 9:56:18 Green electricity opened.
000767 JinKong Power 10:13:42 Green electricity opened.
002606 Dalian Electric Porcelain 10:17:06 Ultra-high voltage bid won
600719 Dalian Thermal Power 13:42:33 Green electricity opened.
300004 Nanfeng Co., Ltd. Nuclear power
600396 Huadian Liaoning Energy 14:42:35 Green electricity two consecutive limit-up.
Comment: Green electricity has been strong for two days, especially Datang Power with five limit-ups and Huadian Liaoning reaching new highs, 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-up.
001331 Shengtong Energy 9:34:24 Tender offer + Qiteng Robotics
300736 Baibang Technology 9:47:00 Control rights change + Apple authorization opened.
600683 Jingtou Development 13:51:06 Planned acquisition of Qixin Optoelectronics opened. Three consecutive limit-up.

IV. Other limit-up stocks and concept hype
605198 Andeli 13:24:03 NFC juice
600530 Jiaoda Angli 13:21:35 Health products opened. Three consecutive limit-up.
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-up.
002190 Chengfei Integration 13:50:12 Aerospace
002918 Mona Lisa 9:25:00 Building ceramics three consecutive limit-up.
001211 Shuangqiang Technology 13:14:27 Golden steel porcelain with volume opened. Two consecutive limit-up.
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-up.
600172 Yellow River Whirlwind 14:12:14 Major breakthrough + Diamond heat dissipation two consecutive limit-up.

V. Data speaks:
Today, the number of stocks with a rise greater than 10 (including limit-up) is 83, and the number of stocks with a fall greater than 10 is 14.
Shanghai Composite: number of rising stocks: 625, falling stocks: 1686. Turnover: 14652 billion.
GEM: rising stocks: 317, falling stocks: 1066. Turnover: 8456 billion.
Beijing Stock Exchange: rising stocks: 103, falling stocks: 202. Turnover: 273 billion.
Stocks with a rise greater than 5%: 201; stocks with a fall greater than 5%: 136.

VI. Market popularity stocks:
601991 Datang Power Generation (Power five limit-up)
002491 Tongding Interconnection (Optical fiber four limit-up)
002552 Baoding Technology (PCB four limit-up)

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