On May 8, the main A-share index rose today. More than 4,200 shares in the two markets rose, trading 901.1 billion yuan throughout the day, and a net purchase of 80014 billion yuan from Beijing Capital.

The market focuses on the lithium battery sector, where blade batteries, sodium-ion batteries, and solid-state batteries have surged. Conversely, the synthetic biotechnology sector, which has recently been very popular, has pulled back.

A total of 52 shares rose or closed today. The total number of shares on the board was 13, and 19 shares failed to be sealed. The sealing rate was 73% (excluding ST shares, delisted stocks, and unopened IPOs).

In terms of focus stocks, Weilan Biotech went up and down to 7 consecutive boards; Baichuan Co., Ltd., which has a chemical superposition with the lithium battery concept, 5 consecutive boards; Lily Flower 4; and cell therapy concept stocks Tailin Biotech and Kaineng Health 20CM2.

Let's take a look at today's Dragon Tiger rankings:

The top three net purchases on the Dragon Tiger list today were Triangle Defense, Baichuan Co., Ltd., and Hezong Technology, which were 209 million yuan, 876.364 million yuan, and 794.16 million yuan respectively.

The top three net sales in the Dragon Tiger list were Cathay Pacific Group, Xinghu Technology, and *ST Nongshang, which were 114 million yuan, 102 million yuan, and 81.2403 million yuan respectively.

Among the individual stocks involved in exclusive institutional seats in the Dragon Tiger list, the top three were Triangle Defense, Qianjiang Motorcycle, and Shangtai Technology on the same day, which were 124 million yuan, 603.101 million yuan, and 23.1026 million yuan respectively.

Among the individual stocks involved in exclusive institutional seats in the Dragon Tiger list, the top three were Xinghu Technology, Lanhai Huateng, and Lanfeng Biochemical, which were 67.9037 million yuan, 25.1601 million yuan, and 15.579 million yuan respectively.

The subject of some of the individual stocks on the list:

Triangle defense (low altitude economy+military industry+large aircraft)

According to the news, on April 29, 2024, Haidian District of Beijing issued the “Action Plan to Build a Highland of Commercial Aerospace Innovation (2024-2028)”.

The company is the core supplier of aviation forging products in China, providing various large-scale die forgings and free forgings for China's military and civil aviation equipment (special alloy forging accounts for 98%). The products are widely used in China's military aircraft such as next-generation fighter jets, next-generation transport aircraft, next-generation helicopters, etc., as well as civilian aircraft such as C919 and AG600.

Baichuan Co., Ltd. (lithium battery concept+energy storage)

According to the news, on May 8, the Ministry of Industry and Information Technology issued the “Specification Conditions for the Lithium Battery Industry (2024 Edition)” (Draft for Comments) to guide enterprises to reduce manufacturing projects that simply expand production capacity, strengthen technological innovation, improve product quality, and reduce production costs.

1. The company's total revenue for the first quarter of 2024 was 1,178 billion yuan, an increase of 52.24%. Net profit for a single quarter was 35.811,800 yuan, reversing losses.

2. The company holds 32.81% of Haiji New Energy's shares. The latter is the first tier of domestic energy storage companies. Haiji New Energy has now put into operation a production capacity of 1 GWh, and is also in the process of commissioning a 1 GWh production line and 2 GWh lithium-ion battery and battery pack project. Haiji New Energy has technical reserves and related research and development for sodium-ion batteries, and has released finished products.

3. The company is carrying out technical research on cathode materials for graphene lithium batteries and graphene batteries; the subsidiary Ningxia Baichuan New Materials is constructing a lithium battery recycling project; the company's sodium-ion batteries are currently in a small trial stage.

Star Lake Technology (synthetic biological concept)

1. With synthetic biology technology as the core and biological fermentation as the foundation, the company is committed to becoming a leading enterprise and industry leader in the synthetic biology industry. The company and Jiangnan University jointly built a synthetic biology joint research center to carry out project cooperation research and introduce superior technology.

2. In the first quarter of 2024, net profit increased by 110%, high dividends, 0.38 yuan per share, and a dividend ratio of more than 6%.

3. The subsidiary Yipin Biotech has used biological fermentation technology to make lysine into bio-based nylon materials. It has built 10,000 tons of pentylene diamine and 20,000 tons of nylon 56 salt production lines at the Heilongjiang production base, and is building a 10,000 ton nylon 56 slice production line.

4. The biomedical sector is the “profit pole” of the company's development, accelerating the construction of an integrated sales industry chain layout for pharmaceutical intermediates, APIs, and formulations; the medium- to long-term plan is to lay out CMO/CDMO to form the three major business combinations of APIs, chemical preparations, and CMO/CDMO. The new bio-based product segment is the “growth pole” of the company's development, accelerating the launch and mass production of new products such as pentylenediamine and nylon 56.

Institutions focus on trading individual stocks:

Triangle defense: It rose and stopped today. The full day turnover rate was 10.86%, and the turnover was 1,693 billion yuan, or 20.75%. According to Dragon Tiger Index data, the net purchase of institutions was 124 million yuan, the net purchase of Shenzhen Stock Connect was 455.991 million yuan, and the total net purchase of sales department seats was 397.666 million yuan.

Qianjiang motorcycle: It rose and stopped today, with a turnover rate of 4.57% throughout the day, and a turnover of 436 million yuan, an increase of 11.62%. According to Dragon Tiger Index data, the net purchase of institutions was 603.101 million yuan, the net purchase of Shenzhen Stock Connect was 166.634 million yuan, and the total net sales of sales department seats were 10.8495 million yuan.

Shang Tai Technology: It rose and stopped today. The full day turnover rate was 6.50%, and the turnover was 441 million yuan, an amplification of 6.80%. According to Dragon Tiger Index data, the net purchase of the organization was 23.1026 million yuan, the net sale of Shenzhen Stock Connect was 16.0279 million yuan, and the total net purchase of sales department seats was 6.194,300 yuan.

Star Lake Technology:It went up and down for 2 consecutive days, with a turnover rate of 11.0%, a turnover of 1.0993 million lots, and a turnover of 852 million yuan. According to data from the Dragon Tiger List, the agency's total net sales were 67.9037 million yuan, and it is famous on famous tourist investment lists such as Shangtang Road.

Blue Ocean Huateng:It rose and stopped today. The full day turnover rate was 25.82%, and the turnover was 812 million yuan, or 18.56%. According to data from the Dragon Tiger List, the net sales of the organization were 25.1601 million yuan, and the total net purchase of sales department seats was 70.3011 million yuan.

Lanfeng Biochemical:Today's decline was 4.12%, the daily turnover rate was 11.82%, and the turnover was 148 million yuan, or 15.33%. According to data from the Dragon Tiger List, the net sales of the organization were 155.709 million yuan, and the total net sales of sales department seats was 15.9702 million yuan.

In the Dragon Tiger list, there is 1 individual stock involving the Shanghai Stock Connect exclusive seat. The Cathay Pacific Group's Shanghai Stock Connect exclusive seat sold a net of 30.1087 million yuan.

In the Dragon Tiger list, there are 7 individual stocks involving Shenzhen Stock Connect exclusive seats. Triangle Defense's Shenzhen Stock Connect exclusive seat had the largest net purchase amount, with a net purchase of 455.991 million yuan.

Trends in volatile capital operations:

Brother Yu:Net purchase of Xiangtan Electrochemical for 145.5 million yuan and net sale of Societe Generale shares for 22.76 million yuan

Department of Foshan:Net purchase of Shandong mining machinery of 101.4 million yuan

Siming South Road:Net purchases of Triangle Defense, Kaineng Health, and Lily were 58.06 million yuan, 1.83 million yuan, and 11.73 million yuan respectively

Department of Chengdu:Net purchase of North Changlong RMB 32.99 million

Low-level excavation:Net purchases of Blue Ocean Huateng, Xiangtan Electrochemical, and Nandu Properties were 28.61 million yuan, 26.96 million yuan, and 10.13 million yuan respectively. Net sales of Lukang Pharmaceutical and Ruifeng High Materials were 27.3 million yuan and 21.01 million yuan respectively

Shandong gang:Net purchase of Blue Ocean Huateng was 14.55 million yuan

Leisurely:The net purchase of Hesong Technology was 29.96 million yuan, and the net sale of Ruifeng High Materials was 27.21 million yuan

Stock trading to support the family:The net purchase of Shangtai Technology was 12.24 million yuan, and the net sale of Cathay Pacific Group and Ruifeng High Materials was 33.79 million yuan and 16.98 million yuan respectively

Southern Sudan Gang:Net sales*ST Nongshang 55.64 million yuan