暴富弟

December 19, Friday, Summary of Technical Patterns of Hot Stocks
Volume Breakthrough Platform: Zhongke Shuguang, Xinyi Sheng
In-Flight Refueling: Kingsoft Office, Zhongji Xuchuang
Bullish Divergence on Moving Averages: Industrial Fortune Link, Hu Dian Shares
Emerging Lotus: Tuo Wei Information, Ruantong Power
Two Bulls and a Bear: Cambrian, Haiguang Information
Long Lower Shadow Bottoming: Tianfu Communication, Yuanjie Technology
W Bottom Pattern Construction: Jingjia Micro, Huada Jiutian
Support and Rebound: Inspur Information, Unisoc Shares
Bottom Red Three Soldiers: China Software, China Great Wall
Pomelo Ignition: Zhongguang Tianze, Longban Media
Active New Stocks: Shanghai Jianke, Zhiwei Intelligent
Breakthrough Year Line: Shen Sanda A, Taiji Shares
Personal opinion, for reference only!
If you like it, please give a follow!

The 'New Year Demon' has become more elusive. Yesterday, Dongbai rushed back to a good panic way this morning, and then it seemed even better after a smash at the end of the market. Expectations remain, it just depends on whether Monday can turn into a demon in one battle. Aerospace today, just consider it as accumulating chips. Shunhao didn't reduce in the morning, so I don't want to leave later. I cleared the red phase as a reduction in the sector. Longzhou can also stay dormant for a day, and it hasn't left either; let's see how the funds perform tomorrow. Aerospace development and power, are they still continuing to be candidates for becoming demons? Compared to Shunhao, West Materials has a better chip structure if you go to pick it up today, so it can be seen as a choice of funds. Then add a regeneration technology? For the old demon, Pingtan here, although it is the panic I want, it is also too fierce. Low absorption and arbitrage repair are not a problem. So this line of the old demon feels more suitable for Hefei. Counting it out, there are only these with potential to become 'New Year Demons.' There are only 8 trading days left this year, and the universally recognized demon has not yet emerged. Could it be that this year’s New Year demon’s realization point is postponed to next year??? What do you think, experts?

12.19 Friday Active Trading Top Speculative Capital Leaderboard!
Jiayuan Wang, jointly acquired by multiple speculative capitals, mainly due to the themes: Consumption + Fujian.
Chinese Health, Shenjian Co., Ltd., Dayuan Pump Industry, three speculative capitals jointly acquired.

Friday, December 19, popular stock commentary
Snowman Group: Reversal sealing, expected to advance
Prince New Material: Gap up, consecutive board expectation
Luyan Pharmaceutical: Three consecutive boards, still room
Hainan Development: Rebound limit up, reduce on high
Zai Sheng Technology: Break through previous high, look high but don't chase
Moxi Co., Ltd.: High-level sorting, continue oscillation
Moore Thread: Oscillation adjustment, continue trend
LIGONG Optical Science: Long阳封板, beware of retracement
Ganfeng Lithium: Slow progress, focus on dips
China National Heavy Equipment: Wealth comes with risk, know when to stop
Haima Automobile: Weak rebound, do not catch the falling knife
China Tourism Group: Long阳收尾, light position speculation
China Youth Travel: Hidden dragon in the deep, soaring
HeFu China: Tail-end dive, mainly wait and see
Pingtan Development: Tail-end dive, five-day support
Strait Innovation: Surge and fall, beware of pullback
Aerospace Development: Hold mainly, do not open new positions
Mianian Health: Long and short divergence, reduce positions for speculation
Yonghui Supermarket: Failed to seal, mainly do T
Baida Group: Failed to advance, reduce positions first
Dongbai Group: Limit up breakthrough, temporarily hold and look high
Shunhao Co., Ltd.: High-level oscillation, take profit when seeing good
Zhejiang Shibao: Low opening acceleration, hold if sealed
Northern Rare Earth: Low-level oscillation, continue pattern
Shanzi Gaoke: Low-level first board, observe continuation
Central Plaza: Pay attention to differentiation, keep the strong and eliminate the weak
Wolong Electric Drive: Oscillation trend, continue trend
China Satellite: Surge and fall, reduce positions and take profit
Aerospace Electronics: Horizontal oscillation, high-level risk
Happy Home: Reversal new high, breakthrough box
Aerospace Intelligent Manufacturing: Failed to seal, mainly arbitrage
Aerospace Power: High-level horizontal, wait and see is advisable
Cangge Mining: Perfect curve, not far from the top
Western Materials: Momentum like a rainbow, through the long sky
Luoniushan: Technical repair, first look at oscillation
Shannon Chip Creation: Adjustment trend, wait and see is advisable
Tianfu Communication: Adjustment trend, wait and see for two days
Tianji Co., Ltd.: Oscillation adjustment, continue trend
Personal opinion, for reference only! Not as investment advice.
Welcome to like, collect and follow, do not get lost!

Today, 3 stocks in the A-share market had transactions exceeding 10 billion, with core stocks significantly reduced in volume. Newray Solar had a transaction of 15.6 billion, ranking first, Zhongji Xuchuang had a transaction of 12.9 billion, ranking second, and Aerospace Development had a transaction of 10.6 billion, ranking third. The tenth highest transaction was by Ningde Times with only 6.5 billion, and only Tianfu Communication and Zhaoyi Innovation among the top ten core stocks experienced declines. The profit effect of core stocks and technology stocks is much weaker than that of the entire A-share market. Individual stocks are strong, indices are strong, but technology stocks are weak, showing strength amidst weakness. The total transaction in the entire A-share market was 1.75 trillion, with an increase of 70 billion. The market volume has increased, core stocks have decreased in volume, and funds are shifting from core to peripheral, from high positions to low positions. Pay attention to year-end high-low cutting opportunities, and do not blindly chase high prices. Today's top ten A-share transactions: Newray Solar had a transaction of 15.621 billion, ranking first, with an increase of 2.07%, near historical highs in optical modules; Zhongji Xuchuang had a transaction of 12.979 billion, ranking second, with an increase of 0.09%, in optical modules, opening high and closing low; Aerospace Development had a transaction of 10.632 billion, ranking third, with an increase of 3.96%, in commercial aerospace, a high standard trend; Yonghui Superstores had a transaction of 9.932 billion, ranking fourth, with a significant increase of 4.92%, in consumer goods, Fujian; Aerospace Electronics had a transaction of 9.529 billion, ranking fifth, with a significant increase of 4.57%, in commercial aerospace; China Satellite had a transaction of 8.147 billion, ranking sixth, with a significant increase of 4.28%, in commercial aerospace; Tianfu Communication had a transaction of 7.914 billion, ranking seventh, with a decrease of 2.18%, in optical modules; Sungrow Power had a transaction of 7.232 billion, ranking eighth, with an increase of 1.70%, a leader in photovoltaic; Zhaoyi Innovation had a transaction of 7.035 billion, ranking ninth, with a decrease of 1.98%, in memory chips; Ningde Times had a transaction of 6.573 billion, ranking tenth, with an increase of 0.54%, a leader in batteries.

Today, the net buying of A-shares by the main force was 1.4 billion, with the main force concentrated on net buying consumer stocks, resource stocks, China Duty Free, Yonghui Supermarket, Ganfeng Lithium, Ping An of China, and Snowman Group leading the net buying and making a big surge to the limit; the main force concentrated on net selling technology stocks, Muxi Co., Ltd., Saiwei Electronics, Moer Thread, Shunhao Co., Ltd., and Shenghong Technology leading the net selling with a significant drop.
Today, there was slight buying by the main force, the market rose overall, but the index's increase was not large, with weights dragging down; the main force swept up small stocks at the end of the trading day, and thematic concepts were overall hot, with institutional investors heavily positioned in weak stocks; the main force adjusted positions and switched stocks, buying high and selling low, rotating.
Today, the top ten net buying of A-shares by the main force:
Snowman Group net bought 1.3 billion, limit up, nuclear fusion
N Youxun net bought 1.3 billion, a surge of 346.57%, IPO new shares
Shanzi Gaoke net bought 1.05 billion, limit up, auto parts
Aerospace Development net bought 0.998 billion, up 3.96%, commercial space
China Duty Free net bought 0.932 billion, a surge of 8.25%, duty-free
Yonghui Supermarket net bought 0.886 billion, a surge of 4.92%, consumption
Ping An of China net bought 0.734 billion, up 0.36%, insurance
Ganfeng Lithium net bought 0.650 billion, up 2.70%, lithium mine
Aerospace Power net bought 0.597 billion, a surge of 5.81%, commercial space
Junsen Electronics net bought 0.535 billion, a surge of 7.34%, autonomous driving
Today, the top ten net selling of A-shares by the main force:
Meinian Health net sold 0.830 billion, up 0.83%, Alibaba Healthcare
C Muxi net sold 0.729 billion, a significant drop of 9.08%, semiconductor
Saiwei Electronics net sold 0.699 billion, down 3.49%, semiconductor
Moer Thread net sold 0.638 billion, a significant drop of 5.90%, semiconductor;
Shunhao Co., Ltd. net sold 0.526 billion, down 0.66%, space computing
Shenghong Technology net sold 0.508 billion, down 0.83%, PCB
China Satellite net sold 0.506 billion, a surge of 4.28%, aerospace
Shannon Chip Innovation net sold 0.455 billion, a significant drop of 5.22%, storage chips
Jiangbolong net sold 0.440 billion, a significant drop of 5.64%, storage chips
Zhenlei Technology net sold 0.377 billion, down 2.51%, commercial space

Family, today is December 19th, Friday, good morning [Sun], check-in time is here to like and comment 168 to become my loyal fan, let's make money together [Effort][Effort][Effort]
Family, please like, retweet, and comment on my Weibo more often, thank you, family [Prayer][Prayer][Prayer]
The support and encouragement from my family is the motivation for me to move forward and seize opportunities, I will share more with everyone, finally, I wish the family who likes and comments, stocks keep rising [Plane][Plane][Plane] wallet is full, counting money until my hands cramp, fortune is booming [Sun][Sun][Sun]

"New Year's Monster"
Still need to keep an eye on "Chen Xiaoqun" layout,
Tongyu Communications temporarily lacks temperament,
But at least they are still operating, just wait and see.
Dongbai Group's tail end of the day has been analyzed before,
Still just see if today gives an opportunity and attitude.
Shunhao shares today shrank in volume,
Still need to burst volume for verification again,
Aerospace Development also needs to pay attention,
Kayi's fluctuations have 5 days total increase,
Not more than three boards,
So if you want to participate and take a bottom position, do it early.
Aerospace Machine mainly avoids the 30-day fluctuation time which is hard to manage,
But it doesn't affect being a pioneer for testing regulation,
If it comes to less than four boards, it will be about triggered.
HeFu PingTan under the expectation of monster stocks,
Also the little bugs that can't be killed.
So in the future, if there is a panic sell-off low absorption,
Feels like it can still try low absorption once more,
But still, Shanghang has a higher certainty in the sector.
The above New Year's monsters,
Which one do the stock friends have their eyes on,
Please start your performance in the comments.

December 19, Friday, "Reward Economy" Booms, Core Logic Overview
Trendy Cultural and Creative (IP Derivatives)
Guangbo Co., Ltd.: IP Operations, Stationery Trends
Deyi Cultural and Creative: Hot-selling Blind Boxes, Export Leader
Aofei Entertainment: Anime IP, Full Industry Chain
Shifeng Culture: Toy Manufacturing, Popular Licensing
Jinyun Laser: Digital Intelligent Manufacturing, Derivative Operations
Yuanlong Yatu: Gift Cultural and Creative, Event Hotspots
Huali Technology: Gaming Equipment, Card Services
Tom Cat: Parent-Child IP, Smart Companionship
Retail Consumption (Self-Care Shopping)
Bai Da Group: Department Store Transformation, Market Benchmark
Nanjing Business Travel: Commercial Tourism, Qinhuai Style
Lai Yifen: Leisure Snacks, Decompressing Delicacies
Central Plaza: Lawson Cooperation, Scene Integration
China Duty Free: Duty-Free Shopping, Luxurious Experience
Zhuangyuan Pasture: Dairy Innovation, Healing Yogurt
Tongqing Building: Catering Banquets, Joyful Moments
Travel Experience (Relaxation)
Jinjiang Hotels: Hotel Chain, Mini Vacation Days
Sanjiang Impression: Cultural Performance, Immersive Theatre
Songcheng Performing Arts: Theme Park, Performance Leader
Fengshang Culture: Visual Feast, Technology Empowerment
Intelligent Health
Qusleep Technology: Smart Home, Algorithm Adjustment
Zhejiang Zhongcheng: Material Supply, Flexible Simulation
Rebecca: Wig Fashion, AI Companion
Aojiahua: Massage and Health, Smart Decompression
Aimer Co., Ltd.: Underwear, Technological Wearables
Pets and Others
Zhongchong Co., Ltd.: Pet Food, Snack Feeding
Petty Co., Ltd.: Pet Products, Quality Life
Yixintang: Pharmacy Foot Bath, Health Services
The above is only a personal opinion and should not be considered as any investment basis!

December 19, Friday A-share hot sector sorting!!!
Consumer concept sector: Baida Group, Li Qun Co., Ltd., Pianuo; Commercial aerospace sector: Shunhao Co., Ltd., Western Materials, Tianjin Technology; Medical sector: Meinian Health, Chinese Health, Saily Medical; Autonomous driving sector: Zhejiang Shibao, Wanlong Optoelectronics, Huati Technology!!!

Tonight 500 million investors are going to be super excited!! Do you know why? Just now, two major pieces of news came from the securities market, immediately giving all retail investors a reminder!
On Friday, A-shares open warning! Two major "red envelope rains" are coming, 500 million investors should hurry up and receive!
1. The U.S. CPI "plummeted"! The November CPI year-on-year is only 2.7%, much lower than expected, and U.S. stocks are directly "going crazy"—— all surged together. Even more astonishing is Micron Technology's earnings report "blew up": revenue of $13.64 billion (+57%), Q2 guidance of $18.7 billion (+132%), the stock price once soared by 15%, directly boosting the AI sector! Nvidia, Google, and Oracle all surged, is this a bubble? Clearly, it is the "solid evidence" of industry acceleration! The daily call volume of domestic ByteDance's large model has exceeded 50 trillion, a 60% surge in three months, next year's AI industry chain performance + valuation "double flight" is stable!
2. Domestic consumption is launching another big move! The Ministry of Commerce officially announced: launching consumption "three new" pilots in 50 cities including Beijing, with the highest subsidies of 400 million for super large cities, 300 million for large cities, and 200 million for other cities! The "reward economy" concept has already gone viral on Thursday, and the consumer sector is very likely to continue to "go crazy" on Friday. Remember: focus on new consumption with performance growth, avoid traditional low-speed consumption!
3. How will Friday go? Focus on the critical line of 3878 points! On Thursday, A-shares were differentiated into "Game of Ice and Fire": the Shanghai Composite Index stubbornly turned positive, while the ChiNext was dragged down by AI adjustments, falling more than 2%
Tomorrow welcomes the "triple blow": stock index futures delivery + Bank of Japan interest rate hike + options delivery (next Wednesday), volatility is bound to be significant
But the national team has already set up an "iron bucket formation" at 3800 points, expected to fluctuate in the range of 3850-3936 points, with 3878 points being a critical watershed
Financial Brother's operation guide:
Control positions at 50%, do not chase highs, do not cling to battles, wait for the breakthrough at 3878 points to add positions
Key focus: ① AI technology (storage chips, computing power) ② New consumption (policy beneficiary directions)
The ChiNext's adjustment is an "opportunity to get on the bus", not a "signal to escape", the end-of-year fluctuations do not change the expectation of a bull market at 4500 points next year
Final reminder: On Friday, keep an eye on the market without blinking, if 3878 points break through, it's "going crazy", if it falls below, it's "steady", live to eat the big meat! Like and follow, real-time broadcast of market change signals during the session!
Finally, give Financial Brother a like and follow so you don’t get lost, giving roses means your hands will smell like flowers, good luck in the bull market will come naturally~!

December 19, Friday, 6G Prototype Concept Core Leaders Review!!!
1. Communication Equipment and Systems (Core Main Equipment Manufacturers)
ZTE: Communication Equipment Patent Leader
FiberHome: Optical Network Transmission Module Support
XinKe Mobile: Testing System Standard Setting
2. Base Station Hardware and Antennas
Tongyu Communication: Millimeter Wave High Frequency Supply
Shenzhen Bede: Terahertz Antenna Material Innovation
Sinovel Communication: High Frequency Antenna Ultra-Surface Layout
Shenglu Communication: Commercial Antenna Military Technology Transformation
BenChuan Intelligent: High Frequency Circuit International Collaboration
3. High-Frequency Materials and Substrates
HuaZheng New Materials: Copper Clad Laminate Domestic Substitution
Water Group: LCP Materials Head Supporting
Honghe Technology: Glass Fiber Substrate Filling Gaps
4. RF Chips and Terahertz Devices
ChengChang Technology: RF Components High Frequency Mass Production
GuoBo Electronics: Power Amplifier Chip Base Station Core
Leike Defense: Terahertz Radar Military-Civil Integration
5. Optical Communication and High-Speed Interconnection
Zhongji Xuchuang: Optical Module Leader CPO Adaptation
LightSpeed Technology: Silicon Photonic Module Ecological Compatibility
Cambridge Technology: High-Speed Interconnection Sample Landing
6. Satellite Communication and Space-Ground Integrated Network
China Satcom: Satellite Operation Star Network Main Force
Sanwei Communication: Ground Equipment RF Leadership
Huali Chuangtong: Beidou Terminal Dual-Strong Payload
7. Navigation and Timing
Beidou XingTong: High Precision Positioning Automotive Certification
Hezhong Sijuan: Terminal Application Scenario Expansion
8. Core Network and Software Systems
ZhenYou Technology: Core Network Testing Bid
Pingzhi Information: Intelligent Network Optimization Fault Prediction
9. Testing, Structural Parts, and Supporting
Shijia Technology: Filter Components Value Enhancement
Wuhan Fanggu: Ceramic Filter Technology Leadership
XinLong Holdings: Shielding Materials Testing Support
10. Computing Power Integration and New Quality Applications
Zhongke Shuguang: Computing Power Scheduling Platform Verification
Inspur Information: Edge Computing Low Latency Support
Haige Communication: Terminal Prototype Emergency Landing
Personal opinions are recorded and do not serve as any investment basis!!!

These sectors are worth paying attention to on Friday!\nThis review covers eight major sectors including consumption, commercial aerospace, and pharmaceuticals. The consumption sector has the largest number of individual stocks, involving retail, home furnishings, food, and other segments; the commercial aerospace and autonomous driving sectors focus on high-end manufacturing fields; the real estate and computing power sectors have fewer individual stocks. Overall, there is a hot pattern of a major consumption recovery and hard technology upgrades running in parallel, while also considering sub-directions like cross-strait economy and pharmaceutical livelihoods.\n\n1. Consumption Sector\nBaida Group: The business covers department store retail and hotel services, making it a typical target in offline consumption scenarios. Against the backdrop of major consumption recovery, its offline retail foot traffic and hotel occupancy rates are expected to rebound, relying on local business resources in Hangzhou, with a strong ability to capture the regional consumption recovery dividend.\nLiqin Co., Ltd.: Mainly engaged in retail and logistics distribution, it has chain supermarkets and department store offline channels, and has also laid out a logistics supply chain system. Under the trend of consumption channel integration, its full-chain layout of "retail + logistics" can improve profitability efficiency and is a leading target in regional retail.\nPiano: Focuses on custom home furnishings, specializing in cabinets and wardrobes. Aligning with the demand for home consumption upgrades, its market share in the custom home furnishings sector is expected to further increase due to innovative product design and offline channel expansion.\n2. Commercial Aerospace Sector\nShengyang Technology: Engaged in the field of commercial aerospace communication equipment, providing hardware support for aerospace communications. With the accelerated development of the commercial aerospace industry, its communication equipment business can connect with the communication needs of the aerospace industry chain, making it a core target for aerospace communication support.\nShunhao Co., Ltd.: Engaged in the research and development of new aerospace materials, with products applicable to aerospace component manufacturing. With the trend of domestic substitution in aerospace materials, its new material technology reserves are expected to penetrate the aerospace supply chain, making it an important participant in the aerospace materials segment.\nWestern Materials: Mainly engaged in rare metal materials, with products used for aerospace structural components and devices. Leveraging its technology accumulation in rare metal materials, it can meet the material needs of commercial aerospace equipment manufacturing, making it a core supplier in the aerospace materials field.\n3. Pharmaceutical Sector\nMeinian Health: Mainly engaged in health examination services, with a nationwide network of examination centers. With the increase in demand for resident health management, its large-scale layout of examination services can drive user and revenue growth, making it a leader in the pharmaceutical health service sector.\nLuyan Pharmaceutical: Focused on pharmaceutical circulation, mainly engaged in drug wholesale and retail, with a complete regional distribution network. With the increasing concentration in the pharmaceutical circulation industry, its channel coverage and supply chain efficiency are expected to further optimize, making it a regional leader in pharmaceutical circulation.\nZhongyao Holdings: Backed by state-owned enterprises to layout pharmaceutical circulation, mainly engaged in drug and device wholesale and retail. Under the reform of pharmaceutical procurement and circulation, state-owned resources and channel advantages can consolidate market position, making it a core target in the pharmaceutical commercial sector.\n4. Autonomous Driving Sector\nZhejiang Shibao: Mainly engaged in automotive steering systems, with products suitable for the steering control of autonomous driving. With the intelligent upgrade of autonomous driving models, its steering system technology upgrades can meet the needs of automotive enterprises’ support, making it a target for core components in autonomous driving.\nXingmin Zhitong: Engaged in vehicle networking and smart hardware, mainly providing in-vehicle smart devices and networked services. With the trend of connectivity in autonomous driving, its vehicle networking technology can integrate into the autonomous driving ecosystem, making it a key participant in the vehicle networking segment.\nWeidi Co., Ltd.: Focused on automotive electronic control systems, with products used for the control of autonomous vehicles. In the process of domestic production of vehicle electronics, its electronic control technology is expected to receive orders from automotive enterprises, making it an important target in the autonomous driving electronics field.\n5. Cross-Strait Sector\nLidaxin: Mainly engaged in lighting and smart home appliances, relying on cross-strait industrial cooperation for production and sales. With the deepening of cross-strait economic cooperation, its cross-border layout of lighting products can enhance market share, making it a core target in cross-strait consumer manufacturing.\nDeyi Cultural and Creative: Focused on the design and export of cultural and creative products, its business connects the cultural and creative industries of both sides. With the upgrade of cross-strait cultural exchanges, its cross-border sales of cultural and creative products are expected to grow, making it a representative target in the cross-strait cultural and creative segment.\nShuyu Pingmin: Mainly engaged in pharmaceutical retail, with offline pharmacies laid out in the cross-strait region. With the integration of livelihood consumption across both sides, its pharmaceutical retail network can expand the health consumption market, making it an important target in cross-strait pharmaceutical consumption.\n6. Computing Power Sector\nChangfei Fiber: Mainly engaged in optical fiber and cable, serving as a basic communication facility supplier for computing power networks. With the acceleration of computing power network construction, its optical fiber products can meet the communication needs of data centers and computing power clusters, making it a core target for computing infrastructure.\nRuiskanda: Focused on communication access devices, with products used for the construction of the access layer of computing power networks. As the computing power network extends to the edge, its access device technology upgrades can meet the communication needs of edge computing power, making it a key target in the access segment of computing power.\n7. Real Estate Sector\nZhongtian Service: Mainly engaged in property management, focusing on after-sales market services in real estate. As the real estate industry transforms towards service, its property value-added services and community operations can enhance profitability, making it a core target in the real estate service sector.\nSanxiang Impression: Engaged in the integration of real estate and cultural tourism, mainly developing real estate and cultural performances. Under the development trend of real estate + cultural tourism, its cultural tourism real estate projects can form differentiated advantages, making it a distinctive target in the integration of real estate and cultural tourism.\n8. Other Sectors\nShengtong Energy: Mainly engaged in LNG distribution and transportation, relying on the energy supply chain to layout its business. With the upgrade of clean energy consumption, the demand for its LNG distribution business is expected to grow, making it an important target in the energy segment.\nBofei Electric: Mainly engaged in electrical insulation materials, with products applied in power equipment and new energy fields. With the upgrade of new energy equipment, the market demand for its insulation materials will increase, making it a core target in the electrical materials segment.\nJunda Co., Ltd.: Transitioning to the research and production of photovoltaic TOPCon batteries, it is a rising target in the photovoltaic sector. With the iteration of photovoltaic technology and capacity expansion, the release of its TOPCon battery capacity can drive performance growth, making it a key participant in the photovoltaic segment.\n\nSummary\nTomorrow's hotspots revolve around the two main lines of consumption recovery and technological upgrades, with the consumption sector becoming the core direction due to the number of individual stocks and breadth of segments. The commercial aerospace and other hard technology sectors closely follow the trend of high-end manufacturing development, while the pharmaceutical and cross-strait sectors align with the demands of livelihood consumption and regional economic needs. Although the real estate and computing power sectors have fewer individual stocks, they anchor the trends of industrial transformation and new infrastructure. Overall, the hotspots are supported by fundamentals and guided by industrial trends, requiring further assessment of sector prosperity and individual stock fundamentals.\n\nThe stock market has risks, and investments should be made cautiously.

Main Market Hot Topics
1. Commercial Aerospace
Commercial Aerospace + Military Industry: Shenjian Co., Beimo GaoKe, Xingchen Technology
Satellite Communication: Shengyang Technology, Tianjian Technology, Huati Technology
Space Computing + Industrial Hemp: Shunhao Co.
Commercial Aerospace + SpaceX: Western Materials
Perovskite Batteries: Junda Co.
2. Pharmaceuticals and Healthcare
Pharmaceutical Distribution: Luyan Pharmaceutical, Yingte Group, Yixin Tang, Suyupingmin
Alibaba + AI Healthcare: Meinian Health, Huaren Health, Jiahe Meikang
Pharmaceutical Distribution + Innovative Drugs Going Abroad: Chongyao Holdings
AI Healthcare: Saili Medical
3. Traditional Consumption
Retail: Baida Group, Liqiu Co., Central Mall, Shanghai Jiubai, Yimin Group, New World
Apparel: Langsha Co., Jiumuwang, Ruibeka
Dairy Products: Zhuangyuan Pasture, Huangshi Group
Food: Laiyifen, Huazi Industry
Tourism: Nanjing Business Travel, Sanxiang Impression
4. Equity
Actual Controller Change + Packaging: Jiamei Packaging
Qiteng Robotics Takes Control: Shengtong Energy
Actual Controller Change + Home Furnishing: Pianao
Merger and Restructuring + Securities: Dongxing Securities
Acquisition + Digital Intelligence: Wanlong Optoelectronics
5. Others
Autonomous Driving: Zhejiang Shibao, Weidi Co., Xingmin Zhitong
Cultural and Creative + Millet Economy: Guangbo Co., Deyi Cultural and Creative
Silicon Photonic Chips + AI Computing: Ruiskanda
Edible Fungi + Cordyceps: Zhongxing Mushroom Industry
Gold and Jewelry + Bicycles: Shen Zhonghua A
AI Doll Raw Materials: Zhejiang Zhongcheng
Home Furnishing: Aili Home, Fashilong
Electrical Insulation Materials: Bofei Electric
Film Avatar 3: Bona Film
Pesticides + Flame Retardants: Suli Co.
Haixi + LED Lighting: Lida Xin
Haixi + Real Estate: China Wuyi
Ink + Photovoltaics: Letong Co.
Massage Devices: Aojiahua
Photolithography Machine: Aopu Optoelectronics
Optical Fiber: Changfei Optical Fiber
Property: Huangshi Group
Packaging: Xintonglian

Today's market analysis and tomorrow's operation strategy
Today the market opened lower and fluctuated upwards by 0.16%, while the Shenzhen market plummeted, with the ChiNext index leading the decline, dropping by 2.17%. Sectors such as pharmaceutical distribution, AI healthcare, commercial aerospace, retail, and banking showed relative strength, while sectors like Hainan Free Trade, lithium batteries, controllable nuclear fusion, digital currency, PCBs, power grid equipment, and brokerages weakened. Half of the individual stocks rose, with 61 hitting the daily limit, including 6 limit-up stocks and 24 that were smashed after hitting the limit. There were 4 limit-down stocks, and 82 stocks dropped by more than 5%.
The market showed a fluctuating and differentiated trend, primarily driven by banks and the two major oil companies. When they rise, it corresponds to a chaotic atmosphere among individual stocks, as the banks surged in the afternoon, other hot spots essentially took a break. There was no good news for the banks to rise, while those with good news in brokerages faced adjustments, which reflects the current unconventional rhythm. Several merged brokerages resumed trading, resulting in profit-taking, indicating that the market is not yet in an offensive phase, and the continuous rise of defensive banks over two days also suggests that the market has not yet started a new trend; it is only stabilizing the main index, while the ecology of individual stocks remains the same.
Today's hot topics were mainly consumption and commercial aerospace, with some other disjointed rotation trends. If you want to speculate on consumption, just speculate on consumption; there’s no need to attach a new term, as it results in confusion between whether it's consumption or something else. Today, a concept of rewarding the economy was hyped, but I can’t keep up with it. I ask, in the eyes of A-share investors, what consumption cannot be considered a reward? The biggest strength of A-share investors compared to other markets is their diligence and learning ability, being able to learn countless charts each month, while today’s quantitative trading wishes to create new themes every day for flat trading. Consumption is mainly driven by speculative enthusiasts following quantitative models to trade small stocks, and it's difficult to determine in advance which stocks are good or bad.
The commercial aerospace concept, which gathers funds from multiple styles, showed a significant drop yesterday but started to recover early today, with a decent recovery strength, although it remained quiet in the afternoon. There is still potential in this sector, but tomorrow it is likely to shift towards significant differentiation, and responding to the rhythm is key. We have now entered a stage of wide fluctuations, suitable for finding core popular stocks to buy low during significant divergences, aiming for a rhythm of large rises and significant sell-offs. The main drag on the market today was the institutional + trend-style computing hardware sector, impacted by the significant drop in US tech stocks last night. The rebound yesterday did not look promising for sustainability; after the pullback, there will be repair and inflow. Currently, it is a fluctuating market, with not much leading trend, focusing instead on rhythm, and the trending hot spots are characterized by rotating rises and pauses, even among the individual stocks. Many stocks that performed well on the day may not do so the next day; what you think won't work might actually rebound, making chasing after rises inherently uncertain.
The market saw a slight increase in volume; whether it was yesterday’s big rise or today’s small rise does not indicate if the market is good or bad. The rebound neither had volume nor could support many stocks, remaining a fluctuating market, focused on speculative hot topics rather than structural index trends. The market is characterized by fluctuating ups and downs, with little significance to temporary rises and falls. In the short term, one can only focus on the index lightly while doing stocks precisely, and play only if they can manage it. The disarray of different indices and the rhythm between indices and individual stocks remains a problem, and such a market requires flexibility in response, without a one-size-fits-all approach.

Review Summary
6 Boards: Baida Group
5 Boards: Shengtong Energy
4 Boards: Piano
3 Boards: Bofei Electric, Liqun Co., Zhejiang Shibao
2 Boards: Jiamei Packaging, Luyan Pharmaceutical, Nanjing Business Travel, Shengyang Technology, Manor Ranch, Lida Xin, Suli Co., Meinian Health, Junda Co., Zhongtian Service, Changfei Fiber
Market Data: 2747 stocks in the red, 2232 stocks in the green, 59 limit-up stocks, 4 limit-down stocks, 127 big up stocks, 62 big down stocks, pullback wave -5 116, -10 7, attack wave +8 72.
Indices: The two markets traded 1.6555 trillion, reduced volume of 155.7 billion, main index rose 0.16%, closing at 3876, highest 3888, lowest 3856, couldn’t drop yesterday, now at the year-end, can’t rise either, only oscillation strategy left, today’s movement is quite in line, plus yesterday’s tech giants along with the index have cooled off, GJD also didn’t utilize the broad-based index, maintaining a red plate today is already good, tomorrow can go up or down, likely still a narrow fluctuation.
Market: Yesterday the index rebounded for repair, today is emotional repair, opening to see the index's yellow line sharply pulled, this is pulling emotional stocks now, the speed of this quantitative market is indeed quite fast, yesterday’s emotional group collapsed, today emotions are repaired, like Shunhao, which hit the limit-down yesterday, can also open high and hit the limit-up today, like a joke, so as long as you detect a slight change in emotions, you need to step out first, otherwise you won’t even get to drink the soup when it's hot, today emotions repaired, the funds' first consideration point is still the main line of commercial aerospace, this area has deep fund involvement, it’s the best place to stir up, so in the morning, Shunhao, Western, Tianyin, once they show an attitude, the sector immediately flies up, reaching a peak in the morning, falling back quite a bit in the afternoon, but this provides an opportunity for tomorrow's quantitative low absorption with divergence, today big consumption has also come back, changed its name to reward economy, sounds quite catchy, and there’s also Ant Afu, core Meinian, Huaren, Luyan, these few, started yesterday, today also counts as a peak, small themes are difficult to spread for speculation, but treating it as AI application speculation could work, overall today, the profit effect is still good, this basically breaks the pattern from a few days ago where Friday and Monday rose, Tuesday, Wednesday, Thursday fell, so tomorrow Friday, whether it’s up or down, there’s no pattern to follow, it can only follow the rhythm of chaotic periods.

Nuclear Fusion Industry Chain Overview
I. Core Investments and Platform Types (Strategic Layout + Industry Chain Integration)
China Nuclear Power: Shareholder in China Fusion Energy Co., Ltd., deeply involved in the national nuclear fusion strategic planning, one of the core investors in the domestic nuclear fusion industry chain.
Zheneng Electric Power: Market leader in nuclear fusion sector (total market value 69.189 billion), strategically laying out the entire industry chain of fusion energy, collaborating with top domestic research institutions to develop fusion power generation technology.
Western Superconducting: The only full-process low-temperature superconducting wire manufacturer in the world, monopolizes 35% of the low-temperature wire demand for the ITER (International Thermonuclear Experimental Reactor) project, jointly established Hefei Fusion Energy Co., Ltd. with Northwest Institute, with an investment of 70 million yuan.
Shanghai Electric Machinery: Indirectly invested in Shanghai Future Fusion Energy Technology, supported by state-owned enterprises like Shanghai Electric, focusing on manufacturing nuclear fusion equipment and system integration.
Shanghai Electric: The only full-chain supplier of nuclear fusion equipment in the world, participates in the manufacturing of core equipment for the ITER project, providing key components such as magnet systems, vacuum chambers, and divertors.
II. Superconducting Materials and Magnet Systems (Nuclear Fusion "Heart", Magnetic Confinement Core)
Jinbei Electric: Research and production of high-temperature superconducting materials, involved in the development of nuclear fusion magnets, provides superconducting cables for EAST (Experimental Advanced Superconducting Tokamak).
Innovation New Materials: Research and production of superconducting materials, leading in superconducting concepts, focused on NbTi/NbSn low-temperature superconducting wires and YBCO high-temperature superconducting tapes.
Jiemei Technology: Investment in Beijing critical fields, focusing on copper-based and nickel-based high-temperature superconducting powders and targets, entering the core materials field of nuclear fusion.
Hongwei Technology: Superconducting power electronic devices used for nuclear fusion power control, providing core control components for magnet power systems.
Yongding Co., Ltd.: Holding subsidiary Dongbu Superconductor focuses on the research and development of second-generation high-temperature superconducting tapes (YBCO), a key material supplier for magnet winding in nuclear fusion devices.
III. Power Supply and Control Systems (Energy Injection + Stable Operation + Safety Assurance)
Wangzi New Materials: Holding subsidiary Ningbo Xinrong provides high-voltage DC capacitor products for nuclear fusion magnet power supplies, used for magnet power filtering and energy storage.
Guoguang Electric: The only domestic manufacturer of the first wall for fusion reactors, core supplier for the ITER project, with a market share of 35% for nuclear-grade valves, also providing neutral beam injection systems.
Yingjie Electric: High-voltage DC power supplies used for nuclear fusion neutral beam injection systems and radio frequency heating systems, providing plasma heating energy.
Aikesibo: High-precision pulse power supplies used for nuclear fusion magnet power supplies and diagnostic systems, providing rapid response power control.
Zhenjiang Co., Ltd.: Electromagnetic induction equipment, involved in the research and development of nuclear fusion neutral beam injection systems, providing energy injection equipment for plasma heating.
IV. Special Materials and Components (Withstanding Extreme Environments, Ensuring Device Stability)
Antai Technology: The only global supplier of a full range of tungsten-related fusion components (market share over 80%), providing divertors, blanket shielding modules, etc.
Chjiang New Materials: Copper-based composite materials, tungsten-copper alloys, used for heat sink components and cooling systems of nuclear fusion devices, achieving batch welding process for the ITER first wall in September.
Yingliu Co., Ltd.: Developing three key core components and extreme environment functional materials (high boron steel, tungsten boron steel) for nuclear fusion applications.
Guangda Special Materials: Leading low activation steel technology, used for structural materials in nuclear fusion devices, reducing radiation activation effects.
Dongmu Co., Ltd.: Powder metallurgy materials, used for sealing components in nuclear fusion devices, suitable for high-temperature, radiation-resistant, and high-vacuum environments.
East China CNC: Precision CNC machine tools used for core component processing of nuclear fusion devices, providing high-precision manufacturing capabilities for nuclear fusion equipment.
V. Deuterium-Tritium Fuel and Auxiliary Systems (Energy Supply + Environmental Control)
Zhongkuang Resources: The only domestic enterprise achieving industrial-grade purification of lithium-6, with product purity reaching 99.995%, already supplying EAST.
Hangyang Co., Ltd.: Industrial gas giant, focusing on high-purity gases needed for nuclear fusion (deuterium, helium, tritium), providing high-purity gases required for nuclear fusion reactions.
Ningbo Shipping: Special gas transportation, can be used for deuterium-tritium fuel transportation, a key link in the fuel supply chain after the commercialization of nuclear fusion.
Beiding Co., Ltd.: Special materials containers used for deuterium-tritium fuel storage, providing high-temperature and high-pressure resistant fuel storage solutions.
Snowman Co., Ltd.: Low-temperature refrigeration equipment used for the dewar containers and superconducting magnet cooling systems of nuclear fusion devices, providing an ultra-low temperature environment of -269°C.
VI. Other Core Supporting Enterprises (Control Systems + Diagnostics + Engineering Services)
Saiwei Electronics: MEMS sensors used for nuclear fusion plasma detection, core sensors for real-time monitoring of plasma status.
Lanshi Heavy Industries: Heavy pressure vessels used for the outer shell of nuclear fusion reactors, manufacturing reactor containers that can withstand high temperatures and pressures.
Taihai Nuclear Power: Nuclear power equipment, adaptable to auxiliary systems of nuclear fusion power plants, with nuclear safety-grade equipment manufacturing experience extending into the nuclear fusion field.
China West Electric: High-voltage transmission equipment used for the grid connection systems of nuclear fusion power plants, providing nuclear fusion energy output and grid stability control.
Guoji Heavy Industries: Large forgings and heavy equipment used for structural components and support systems of nuclear fusion devices, providing large-scale manufacturing capabilities for nuclear fusion devices.

Industry Map - Reward Economy

AI Simple Classification
Google - Liquid Cooling: Feilong Co., Ltd., Yingweike, Hongsheng Co., Ltd.;
Google - Power Supplies: Taiyong Changzheng, Jinpan Technology, Xinle Energy;
Optical Communication - Institutional Collaboration: Tianfu Communication, Zhongji Xuchuang, Xinyi Sheng;
Optical Communication - Hollow Optical Fiber: Changfei Optical Fiber, Changying Tong, Hengtong Optoelectronics;
Optical Communication - Optical Chips: Changguang Huaxin, Yuanjie Technology, Shijia Photonics;
AI Power - Gas Turbines: Jereh Co., Ltd., Boying Welding, Changbao Co., Ltd.;
AI Power - Transformers: China XD Group, Xinte Electric, Taiyong Changzheng;
AI Power - Nuclear Power: Dongfang Electric, Guoji Heavy Industries, Antai Technology;
AI Healthcare - Ant Financial: Meinian Health, Chinese Health, Weining Health;

Today's core sectors review
Summary: Banks surged → Nvidia lagged → Aerospace recovered
The GJ team entered to protect the important psychological support level of 3800 points
If the trading volume does not increase significantly tomorrow morning, be cautious about the index lagging behind..
Big Consumption
Succeeding with Yonghui, failing with Yonghui...
Rewarding the economy: Last year was the initial public offering economy, Guangbo hit the limit up, business travel hit the second limit up, Laiyi + Sanxiang advanced, the ChiNext arbitrage stock Deyi advanced 20cm.. Focusing on the cultural and creative product economy + card concept, the old recognition is Jinghua Laser + Jinyun Laser...
Rewarding new segments: Adult robots + foot baths... Similar to the absurd names in speculation...
Food Retail: Baida Group hit the 6th limit up (The 7th limit up curse suppressed, high-mark stocks breaking the limit dragged down the sector, similar to Longzhou's consecutive 2 limit down affecting aerospace), other arbitrage first editions include Jiubai + Yimin, the pattern of Jiumu Wang is really interesting, limit up one day, limit down the next day, limit up again....
Note: The sector hedges against the index, if the market shrinks and adjusts, you can pay attention to other new segments
Commercial Aerospace
News: Tianlong No. 3 + Long March 12甲 plans to tackle recovery from December to early next year..
Note: The aerospace sector index is somewhat similar to the robotics sector in August this year, tomorrow is Friday, let's see if there is any capital betting at the end of the day for the weekend.. The large capital involvement in the sector is too deep, expectations continue to fluctuate....
Nvidia Line
Google liquid cooling: The pioneer of this small rebound, Feilong broke the limit, Yingweike + Dayuan + Hongsheng and others surged and fell back
OCS + optical chips: Yizhongtian defeated Shengfu, Zhongji led the adjustment..
Old recognition of Google Line: Changfei + Dekai + Saiwei + Dongtian + Guangku + Tengjing and other randomness
PCB: Fangzheng + Jingwang + Dongshan, this segment should look at Shenghong's expression...
Note: Most stocks rose 3 points yesterday, today fell 4 points, the market was overly supported by banks, tomorrow's market rise or fall will profoundly affect the Nvidia line...
Whether the US stock Nvidia can stabilize at $170 is a signal
Next:
The support level of 3800 points is in place, expecting continued fluctuations
Technology trend: The current environment is difficult for a main rising wave, in a fluctuating structure, here we need to pay attention to whether the market rebounds again, the Nvidia line is still lagging behind, if the market adjusts, the Nvidia line will be dragged down by the index. Next week's US stocks Nvidia + Google stop falling and stabilize, then pay attention to earnings lines...
Huddling: The trend was strong yesterday, today's huddling counterattack, Pingtan + Hefu + Haixia three brothers continue to perform
Aerospace: Pingtan is feedbacking, stimulating aerospace repair, climax may easily fizzle out tomorrow, because aerospace was hit too hard yesterday, the trapped positions are huge, the morning sell-off released pressure and created space for tomorrow's return...