On July 27th, individual stocks fell more than rose, 3700 stocks fell and 1320 stocks fell. The turnover between the two cities was 780 billion yuan, and the net purchase of northward funds exceeded 3.7 billion yuan.

On the market, auto parts, iron and steel, hotels and catering, China Shipping system and other sectors led the increase, while Internet e-commerce, semiconductors and components, planting and forestry, advanced packaging, ERP concept, CPO and other sectors underperformed.

Today, a total of 25 shares rose by the daily limit, with a total of 7 even-board stocks, and 16 shares failed to seal the board, with a sealing rate of 60%. In terms of individual stocks, real estate brocade and business management board 4, Guochuang high-tech board 2, equity transfer of Guangxi Radio and Television 5-day 4 board, Qunxing toy board 2, retail stock Guofang Group 6-day 3 board, automobile industry chain Shanzi shares 2 board, Pengling shares growth enterprise board, Zhengqiang stock growth enterprise board, solid waste treatment + superconducting concept Falsheng 2 board, iron and steel stock Chongqing iron and steel 2 board, capital construction plate Daan growth enterprise board.

Let's take a look at today's Dragon and Tiger list:

Today, the top three net purchases on the Dragon and Tiger list are Jinke shares, Northern Changlong and Guochuang High-tech, which are 227 million yuan, 58.1026 million yuan and 57.6359 million yuan respectively.

The top three net sales of Dragon and Tiger list are AVIC Electric Test, Zhongnan Construction and Oriental Garden, which are 416 million yuan, 112 million yuan and 49.8999 million yuan respectively.

Among the stocks involved in institutional seats on the Dragon and Tiger list, the top three net purchases on that day were Dumas shares, Shanshui Bide and Jinke shares, which were 49.5632 million yuan, 46.3016 million yuan and 45.6684 million yuan respectively.

Among the stocks involved in institutional seats on the Dragon and Tiger list, the top three net sales on that day were AVIC Electric Test, Zhongnan Construction, and Guohua Network Security, which were 518 million yuan, 28.5668 million yuan and 22.7476 million yuan respectively.

Some of the stock topics on the list:

Long northern dragon(military industry + non-metallic composites + drones + secondary new stocks)

1. The company's listing date is 2023-04-18, and its main business is the research, development, production and sales of military vehicle supporting equipment with the performance research, process structure design and application technology of non-metallic composite materials as the core.
2. The company's products are widely used in electronic information, armored combat, armored support and other wheeled and van-belt vehicle main combat equipment. The company's products should be in 67 army models, 1 rocket army model, 3 navy models, 14 foreign trade models and 1 police model.
3. June 13, 23, Interactive easy reply: the company participates in the drone project of an institute under AVIC, which is in normal progress.

National creation of high-tech(real estate service + asphalt + data center + Tencent Cloud)

1. The company's main business is the research and development, production and sales of modified asphalt and real estate intermediary services. The company's main products are modified asphalt, heavy traffic asphalt, emulsified asphalt, modified asphalt processing, road engineering construction and maintenance, electronic products, real estate intermediary services.
2. Announcement on May 23rd, 2018: the total investment of this project is expected to be 155.84 million yuan, all of which will be used for construction investment. It is planned to start construction in 2019, with an estimated construction period of 24 months. It mainly includes "data center construction", "cloud Fangyuan data operation platform upgrade" and "real estate dictionary construction".
3. In September 2021, Shenzhen Shihua, the company's wholly owned grandson, and Tencent Yun recently signed the Smart Real Estate Strategic Cooperation Framework Agreement in Shenzhen. Through the signing of this agreement, Shenzhen Shihua and Tencent Cloud will give full play to the advantages of resources, technology and brands of all parties, combine online traffic acquisition and offline traffic transformation, and jointly conduct in-depth joint exploration in the field of smart real estate marketing services. if this strategic cooperation can be carried out smoothly, it will bring good social and economic benefits to the company in the future.

Pengling shares(automobile rubber pipeline + XPeng Inc.)

1. On the face of the news, Volkswagen announced that it plans to invest US $700 million in XPeng Inc. to jointly develop electric vehicles in China. Upon completion of the deal, Volkswagen holds a 4.99% stake in XPeng Inc..
2. Pengling shares said in an institutional survey that the company's Seal Division has three factories, with an annual output value of 400 million in Hebei, and an output value of 400 million in Chongqing, which has increased by 200 million yuan this year. The Jiangsu factory, which was put into operation in June 2023, is currently in the climbing stage, with an estimated output value of 50 million yuan this year. In addition, the company said that Chongqing Xinou part of the mold has been self-made, self-made part accounts for about 50%, a small number of moulds are purchased from outside.
3. The company's main business is the R & D, design, manufacture and sales of automotive rubber pipes. The main products are automotive fluid pipelines and automotive seals. The company's main products automotive fluid pipeline comprehensive sales for many years ranked first in the industry. In the subdivision field, the company is neck and neck with the international well-known automobile fluid pipeline enterprises.
4. The company's customers of new energy vehicles mainly include: XPeng Inc., Evergrande New Energy, Zhejiang Zero, Guoneng New Energy, BYD Automobile and other automobile mainframe factories.

Institutions focus on trading individual stocks:

Guangxi Radio and Television:Today, the trading volume was 841 million yuan, with a turnover rate of 9.83%, with a net purchase of 31.8412 million yuan for seats on Shangtang Road and 15.875 million yuan for special seats on Shanghai Stock Connect.

Jinke shares:TodayIt rose 5.39%, the turnover was 3.607 billion yuan, and the turnover rate was 31.31%. The agency bought a net 45.6684 million yuan.

The long queue in the north:TodayTrading limit，The turnover is 350 million yuan，The turnover rate was 37.45%, and the institutions bought a total of 7.762 million yuan.

Landscape ratio:TodayUp 13.81%, turnover was 698 million yuan, turnover rate was 72.18%.threeThe agency bought a net 46.3016 million yuan.

Xingmin Zhitong:TodayTrading limit，The turnover is 526 million yuan，Turnover rate 16.05%，fourThe institution bought a net of 40.6448 million yuan.

Hengdian Film and Television:Fall today9.87%，The turnover is 353 million yuan，Turnover rate of 2.78%，Special seat for Shanghai Stock ConnectThe net sale was 4.5508 million yuan and the net purchase of one institution was 24.8894 million yuan.

Chongqing Iron and Steel:The daily limit is up today.The turnover was 1.07 billion yuan, the turnover rate was 7.64%, and the special seats for Shanghai Stock Connect sold for 27.4019 million yuan..

Oriental Garden:It fell 9.62% today, the turnover was 1.105 billion yuan, and the turnover rate was 17.38%.Special seat for Shenzhen Stock ExchangeThe net sale is 23.9663 million yuan.

In the Dragon and Tiger list, there are four stocks involved in the Shanghai Stock Connect dedicated seats, with Chongqing Iron and Steel's Shanghai Stock Connect dedicated seats having the largest net sales, with a net sale of 27.4019 million yuan.

In the list of dragons and tigers, there are four stocks involving special seats in Shenzhen Stock Exchange, and the net sales of special seats in Shenzhen Stock Exchange built by Zhongnan are the largest, with a net sale of 61.5677 million yuan.

Hot money operation trend:

Northeast fierce man: a net sale of 3.625 million yuan for United Water and 9.5887 million yuan for Guofang Group

Shandong gang: a net sale of 12.21 million yuan of Weidi shares

Stock speculation to support the family: a net purchase of 62.0413 million yuan in Jinke shares, 11.3223 million yuan in Zhongda'an, and a net sale of 9.8489 million yuan in Beijing Investment Development

Brother Zhao: the net sale of Shanshui Bide is 6.9171 million yuan.

Shinyi: net purchase of CNAC Electric Test 101 million yuan, Guochuang High-tech 21.5421 million yuan

Stir-fry the new generation: a net sale of 10.8511 million yuan for overseas Hua Wang an

Beijing Zhongguancun: net purchase of Capital Securities 36.6734 million yuan, Wanfang Development 13.5535 million yuan, Hope shares 8.9733 million yuan, Guoguang chain 8.5646 million yuan, net sales Rongsheng Development 26,9703 yuan, Oriental Garden 317.02 million yuan

Fuling Square Road: net sale of Chongqing Iron and Steel 15.8305 million yuan

Shangtang Road: net purchase of Guangxi Radio and Television 31.8412 million yuan, Gengxing shares 31.8836 million yuan, net sale of Guoguang chain 13.1597 million yuan