On October 10, A shares opened high and went low, and the three major indexes collectively closed down. On the whole, stocks fell more than rose less, with more than 3000 stocks falling in the two markets. Today's turnover on the Shanghai and Shenzhen stock markets is 774.7 billion, 4.7 billion higher than that of the previous trading day.

On the market, Hongmeng concept is strong throughout the day, the memory chip sector is higher, Huawei automotive, education and data security and other sectors led the gains. In addition, the pharmaceutical plate fell across the board, weight loss drugs and CRO direction led the decline, the prefix plate fell, cement building materials plate weakened.

Today, a total of 45 shares rose by the daily limit, with a total of 14 shares, and 11 shares failed to seal the board, with a closure rate of 80% (excluding St shares, delisted shares and unopened new shares).

In terms of individual stocks, Belt and Road Initiative + oil and gas Bacon energy 5 board, chip distribution + electronic rearview mirror good 5 board, robot concept stock Linzhou heavy machine 5 days 4 board, Huawei industry chain Dahua intelligent 3 board, crown stone technology 3 board, Huawei automobile concept stock Cyrus 3 board, Oufeiguang 3 board, Shenglong share 3 board, calculation plate Lotus Health 3 board, True Vision 2 board, Hongda shares 2 board of phosphorus Chemical Industry.

Next, let's take a look at today's Dragon and Tiger list:

The top three net purchases on today's Dragon and Tiger list areRunhe software、Changshan Beiming、Rongjie sharesThey are 752 million yuan, 248 million yuan and 159 million yuan respectively.

The top three net sales on the Dragon and Tiger list were Huaying Technology, Hengwei Technology and Ronglian Technology, which were 232 million yuan, 123 million yuan and 82.4938 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 Rongjie shares, Sinopec International and Sanlian forging, which were 48.2925 million yuan, 25.7348 million yuan and 22.7834 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 Hengwei Technology, Huali Chuangtong and Desai Xiwei, which were 294 million yuan, 85.3614 million yuan and 43.7254 million yuan respectively.

Some of the stock topics on the list:

Run and Software (Hongmeng concept)

1. The company's main business is to provide domestic and foreign customers with products, solutions and services with a new generation of information technology as the core, focusing on the three major business areas of "financial technology", "smart things" and "smart energy".

2. The company is Huawei's Hongmeng Zhaopin partner, OpenHarmony enabling partner and OpenHarmony core co-building unit of the Open Atomic Open Source Foundation. The company is the core partner of Huawei Government Affairs Netcom Corps, and both sides build solution capabilities and end-to-end business capabilities around government affairs and urban digital scenarios.

3. The company joined the Star Flash Alliance in November 2022 and became a member of the Star Flash Alliance. The company has a deep accumulation in the field of chip technology and has in-depth cooperation with head Semiconductor for many years.

4. The company cooperates with traditional car factories and new car-making forces in the automobile intelligent business, and at the same time carries out layout in the field of automobile intelligence by investing in enterprises such as Aut Cool, Runxin Micro, etc.

Rongjie shares (BYD concept)

The price of lithium salt changed on October 9: the spot lithium carbonate fell to 158000.00 yuan / ton on October 9, down 1.86% for the day, 1.86% for the week and 22.01% for the month.

2. The company's main business is lithium mining and separation industry, lithium salt and deep processing, lithium equipment. The company has the mining right of No. 134vein of Kangding Methyl Carspodumene Mine, with an open-pit mining capacity of 1.05 million tons per year and a mineral processing capacity of 450000 tons per year. It is the only large spodumene-producing mine in China that has entered the supply channel. The company plans to build 2.5 million tons / year lithium ore selection project and related supporting projects. The company's lithium salt production and processing business mainly has two parts. the lithium salt business within the scope of the merger is engaged in the finishing and purification of crude lithium carbonate and industrial grade lithium carbonate. the product is battery-grade lithium salt with an existing production capacity of 4800 tons per year. The lithium salt business of the joint venture enterprise uses lithium concentrate as the main raw material and produces battery-grade lithium salt through smelting, roasting and chemical links, with an existing production capacity of 20,000 tons per year, which has been entrusted by the company since August 20, 2021.

Hengwei Technology (data security, computing, network security concepts)

Last nightHengwei Technology announcement said that the companyIt is true that we have signed quadripartite agreements with Huawei, butAt present, there is no smart business with Huawei.

1. Committed to the transplantation of embedded operating systems, underlying driver development and hardware platform support, including embedded, embedded in the domestic platform support, and won the bid Kirin, Tongxin and other domestic operating systems to cooperate

2. China's leading provider of network visualization and intelligent system platform; the company has mainly supplied network visualization products to Huawei for many years.

3. The company's network visualization products can be applied to 5G networks.Related application scenarios

Runda Medical (Huawei concept)

Good Doctor Xiaohui, a comprehensive solution for intelligence testing launched by the company in cooperation with Huawei Cloud on September 26,2023, has been officially launched. On October 10th, 2023, "good Doctor Xiaohui" Mini Program and the official account have been put into online testing.

2. June 6, 2023, the company and Huawei Cloud signed a comprehensive strategic cooperation agreement, the two sides will build a medical field-oriented AI model based on Huawei cloud platform to achieve smart medical services.

3. The AI intelligent inspection system developed by the company has the advantage of first-mover application in the data field, and the standard degree of AI laboratory is high, and the cleaning cost is low. The company's AI laboratory landed in 20 hospitals in 2022, and the brokerage expects to build 50,100 hospitals in 2023. The company has the only AI test report interpretation software with a large amount of real data output in China, and the barrier is so high that it is officially sold this year, and the first revenue is expected to exceed 50 million.

4. The three monkeypox virus testing products of Runda Rongjia, a subsidiary, have all passed the EU CE certification and can be sold in EU countries and EU CE certified countries.

Institutions focus on trading individual stocks:

Rongjie shares:Today's daily limit, the whole-day turnover rate is 11.95%, the turnover is 1.795 billion yuan, and the amplitude is 9.42%. Dragon and Tiger list data show that institutions bought a net of 48.2925 million yuan, deep stocks bought a net of 44.9609 million yuan, and seats in the business department bought a total of 66.2246 million yuan.

Sinopec International:The limit is down today.Closed at 10.04 yuanThe turnover rate was 2.23%, the turnover was 389200 lots, and the turnover was 397 million yuan.The data of the Dragon and Tiger list showThe institutions bought a total of 25.7348 million yuan and sold a total of 6.4664 million yuan from northbound funds.

Triple forging:Today, it fell 3.65%, the whole-day turnover rate was 57.48%, the turnover was 636 million yuan, and the amplitude was 7.72%. According to the data of the Dragon and Tiger list, the organization bought a net of 22.7834 million yuan, and the seats in the business department sold a total of 39.6489 million yuan.

Hengwei Technology:It fell 3.06% today, the whole-day turnover rate was 26.64%, the turnover was 2.837 billion yuan, and the amplitude was 13.60%. According to the data of the Dragon and Tiger list, the three institutions sold a net of 294 million yuan, and the seats in the business department bought a total of 171 million yuan.

Huali Chuangtong:Up 5.71%Quote 29.6 yuanThe turnover rate was 42.01%, the turnover was 2.0704 million lots, and the turnover was 5.899 billion yuan.The data of the Dragon and Tiger list showThe institutions sold a total of 85.3614 million yuan, while northbound funds bought a total of 50.7528 million yuan.

Desai Xiwei:The daily limit fell today, with a turnover rate of 1.34%, a turnover of 1.007 billion yuan and an amplitude of 10.38%. According to the data of the Dragon and Tiger list, the institutions sold a net of 43.7254 million yuan, the Shenzhen stock bought a net purchase of 46.8154 million yuan, and the seats in the business department sold a total of 26.3442 million yuan.

In the Dragon and Tiger list, there are 7 stocks involved in the Shanghai Stock Connect dedicated seats, and Runda Medical's Shanghai Stock Connect dedicated seats have the largest net purchase, with a net purchase of 25.3416 million yuan.

In the list of dragons and tigers, there are 13 stocks involved in the special seats of Shenzhen Stock Exchange, and the net purchase of the special seats of Shenzhen Stock Exchange of run and Software is the largest, with a net purchase of 256 million yuan.

Hot money operation trend:

The fierce man in the northeast:Net purchaseHengwei technology3273.81Ten thousand yuan,Southern road machine455.06Ten thousand yuanNet saleRunda Medical treatment23.7685 million yuan,Guanshi science and technology2086.08Ten thousand yuan

Ma Xinqi of Ningbo Expenditure teamNet purchaseRongjie shares3044.02Ten thousand yuan

Shandong gang:Net saleBacon Energy1851.81Ten thousand yuan

Investing in stocks to support the family:Net purchaseHengwei technology6096.49Ten thousand yuan，Net saleDragon Edition Media421.80Ten thousand yuan