Today, the overall market index turned red. More than 4,200 individual stocks in the two markets rose, 919 stocks fell, 57 stocks rose or stopped, and 22 stocks fell to a halt.

Market hot topics focus on consumer electronics, semi-annual report forecasts, and high-speed copper cable connections.

In terms of high-ranking stocks, the silicone concept Xinyajiang 4-connected board, Yuanxiang New Materials 2-connected board, Gree Real Estate withdrew from the real estate industry, and the preliminary report pre-increased shares of Kaizhong Precision 2 Federation, and Consumer Electronics Chaoyang Technology 2 connected.

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

Today, the top three net purchases on the Dragon Tiger list were Ofiliguang, Dongshan Precision, and Desai Xiwei, which were 0.234 billion yuan, 0.114 billion yuan, and 0.112 billion yuan respectively.

The top three net sales in the Dragon Tiger list were Rongchang Biotech, Guanghui Automobile, and Wall Nuclear Materials, which were 0.121 billion yuan, 85.392 million yuan, and 66.9308 million yuan respectively.

Among the individual stocks involved in dedicated institutional seats in the Dragon Tiger list, the top three were Ofiliguang, Desai Xiwei, and Boshuo Technology on the same day, which were 0.116 billion yuan, 47.9277 million yuan, and 14.8453 million yuan respectively.

Among the individual stocks involved in exclusive institutional seats in the Dragon Tiger list, the top three were Rongchang Biotech, Superstar Agriculture and Animal Husbandry, and Puli Pharmaceuticals, which were 0.183 billion yuan, 0.0107 million yuan, and 77.6514 million yuan respectively.

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

OFILM (Consumer Electronics+Smart Cars+Huawei+Robots)

It rose and stopped today. The turnover was 1.895 billion yuan, and the turnover rate was 7.27%.

Shenzhen Stock Connect made a net purchase of 0.127 billion yuan, and the two institutions made a net purchase of 0.116 billion yuan.

1. The company's main products include optical camera modules, optical lenses, fingerprint recognition modules, 3dToF, intelligent driving, body electronics, smart cockpits and smart door locks.

2. Apple's stock price reached a record high last night, rising 0.65%. The total market capitalization is close to 3.5 trillion US dollars, surpassing Microsoft and returning to the top position in US stocks. Earlier, some people in the industry chain said that Apple raised the iPhone 16 series's stocking target this year to around 90 million units.

Higashiyama Precision (PCB+Apple+electronic circuit products+export sales)

It rose and stopped, with a turnover of 2.53 billion yuan and a turnover rate of 7.88%.

Shenzhen Stock Connect made a net purchase of 45.09 million yuan, 1 institution bought 35.2912 million yuan, and 3 institutions sold 98.8557 million yuan.

1. The company's business covers fields such as electronic circuits, optoelectronic displays and precision manufacturing. The products are widely used in consumer electronics (including mobile phones, tablets, laptops, etc.), new energy vehicles, communication equipment, industry, AI (artificial intelligence) and other industries.

2. According to the 2023 annual report, the company's export sales accounted for 83.21%.

Rongchang Biotech (innovative drug+cellular immunotherapy)

20CM fell to a halt, with a cumulative decline of 39% over the past 9 trading days, with a turnover of 0.347 billion yuan and a turnover rate of 7.03%.

The net purchase of Shanghai Stock Connect was 26.2323 million yuan, the net purchase of quantitative funds was 7.9175 million yuan, Chengquan's net purchase was 7.8191 million yuan, and the net sales of the five institutions were 0.183 billion yuan.

1. On the evening of July 8, Rongchang Biotech announced that the company's actual controllers Wang Weidong and Fang Jianmin plan to increase their holdings of the company within the next 6 months, increasing their holdings by 10-20 million yuan.

2. Rongchang Biotech's revenue for the first quarter of this year was about 0.33 billion yuan, up 96.41% year on year; net profit loss to mother was about 0.349 billion yuan, an increase of about 7.77% year on year.

Superstar Agriculture and Animal Husbandry (Agriculture+Pork)

The decline was more than 9%, the turnover was 0.364 billion yuan, and the turnover rate was 5.91%.

Shanghai Stock Connect made a net purchase of 38.9039 million yuan, 3 institutions bought 30.1608 million yuan, and 5 institutions sold 0.137 billion yuan.

1. According to preliminary estimates by the finance department, net profit for the first half year of this year is estimated to be -49 million yuan to -32 million yuan, with a net loss of 0.348 billion yuan for the same period of the previous year; net profit after deducting non-attributable net profit of -24 million yuan to -16 million yuan, and a net loss of 0.31 billion yuan for the same period of the previous year. The losses in the first half of this year were mainly due to losses in the leather business. The company's pig breeding business continued to reduce costs and increase efficiency, while pig sales prices gradually rebounded, turning losses into profits.

2. Regarding the sharp drop in stock prices, the person mentioned above from Superstar Agriculture and Animal Husbandry said that the pig sector is falling today, and the secondary market (stock price) is affected by a combination of reasons.

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

Puli Pharmaceuticals: fell to a halt, with a turnover of 0.687 billion yuan and a turnover rate of 25.38%. The net purchase of the New Speculator Group was 19.743 million yuan, the 4 institutions had a net sale of 77.6514 million yuan, and Shenzhen Stock Connect had a net sale of 23.2202 million yuan.

Desai Xiwei: Up and down, with a turnover of 1.026 billion yuan and a turnover rate of 2.06%. Shenzhen Stock Connect made a net purchase of 71.6138 million yuan, 3 institutions bought 78.9442 million yuan, quantitative trading made a net purchase of 15.5378 million yuan, and 2 institutions sold 31.0165 million yuan.

Zong Shen Power: Up and down, with a turnover of 1.565 billion yuan and a turnover rate of 17.37%. Hujialou had a net purchase of 0.1,142 billion yuan, Shenzhen Stock Connect's net purchase of 97.3658 million yuan, a net purchase of 25.2221 million yuan from low mining, and a net sale of 10.0442 million yuan per institution.

Boshuo Technology: Up and down, with a turnover of 0.324 billion yuan and a turnover rate of 7.06%. Shenzhen Stock Connect made a net purchase of 26.6085 million yuan, 2 institutions bought 22.6079 million yuan, and 2 institutions sold 7.7626 million yuan.

Yingli shares: 20CM rose and stopped, with a turnover of 0.714 billion yuan and a turnover rate of 45.73%. 4 institutions sold 94.0251 million yuan, and 2 institutions bought 30.3594 million yuan.

Wall Nuclear Materials: Up and down, with a turnover of 2.57 billion yuan and a turnover rate of 13.24%. Shenzhen Stock Connect made a net purchase of 30.9437 million yuan, and the net sale of 1 institution was 29.1209 million yuan.

In the Dragon Tiger list, there are 6 individual stocks with exclusive seats on Shanghai Stock Connect. Net purchases of superstar agriculture and animal husbandry were 38.9039 million yuan, Rongchang Biotech 26.2323 million yuan, and Honghe Technology 15.2702 million yuan.

In the Dragon Tiger list, there are 10 individual stocks with exclusive seats on Shenzhen Stock Connect. Net purchases were 0.127 billion yuan, Desai Xiwei 71.6138 million yuan, Dongshan Precision 45.09 million yuan, Wall Nuclear Materials 30.9437 million yuan, and net sales of Zongshen Power were 97.3658 million yuan and Pulley Pharmaceuticals 23.2202 million yuan.

Trends in volatile capital operations:

Northeast Tigers: Net purchase of Zongshen Power for 66.066 million yuan, net sale of Kaizhong Precision for 39.359 million yuan

Hujialou: net purchase of Zongshen Dynamics 0.114 billion yuan

Shangtang Road: Net purchase of Honghe Technology 53.74 million yuan, Xinya Electronics 25.84 million yuan, Blue Rocket Electronics 33.87 million yuan, Kaizhong Precision 31.76 million yuan, net sale of Guanghua Technology 23.44 million yuan

Foshan series: net purchase of Blue Rocket Electronics 33.79 million yuan

Siming South Road: Net sales of Lubei Chemical 20.07 million yuan

Low-level mining: net purchase of Zongshen Dynamics 25.22 million yuan, Blue Rocket Electronics 14.98 million yuan, Haoshanghao 13.2 million yuan, Yingli shares 13.01 million yuan, net sale of Kaizhong Precision for 4.185 million yuan