2024 Stock Market Trends and Analysis of Limit-Up Stocks

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Limit-Up Ladder:

Limit-Up Count	Stock Name (Stock Code, Latest Price, Market Capitalization, Limit-Up Funds, Limit-Up Count, Last Limit-Up Time)
5 Limit-Ups	Da Qian Ecology (603955, 15.51, 2.105 billion, 145 million, 0 times, 09:25:00)
4 Limit-Ups	Chunxing Precision (002547, 5.27, 5.817 billion, 95.82 million, 5 times, 09:51:30)
Zijiang Enterprise (600210, 9.34, 14.17 billion, 40.57 million, 1 time, 14:42:32)
Tianqi Model (002510, 7.41, 6.904 billion, 12.68 million, 15 times, 14:45:24)
3 Limit-Ups	Western Entrepreneurship (000557, 6.89, 10.05 billion, 49.22 million, 10 times, 10:09:54)
Qidi Environment (000826, 3.18, 4.532 billion, 74.02 million, 0 times, 09:25:00)
Zhongrui Co., Ltd. (002374, 3.85, 4.178 billion, 63.00 million, 0 times, 09:31:33)
Youyan New Materials (600206, 16.08, 13.61 billion, 185 million, 2 times, 09:35:05)
Kangmei Pharmaceutical (600518, 2.83, 38.52 billion, 332 million, 6 times, 10:38:42)
Zhong An Ke (600654, 3.66, 8.408 billion, 17 million, 0 times, 09:25:01)
Meikailong (601828, 4.40, 15.9 billion, 14.2 million, 0 times, 09:25:02)
2 Limit-Ups	Yingfang Micro (000670, 8.17, 5.9 billion, 83.88 million, 1 time, 09:33:36)
Dagang Co., Ltd. (002077, 17.90, 10.39 billion, 2.78 billion, 0 times, 09:30:30)
He Sheng New Materials (002290, 18.41, 4.552 billion, 1.468 million, 2 times, 10:19:15)
China Electric Xinfai (002298, 6.33, 4.138 billion, 1.18 billion, 0 times, 09:25:00)
Hezhong Sizhuang (002383, 10.18, 6.274 billion, 1.41 billion, 0 times, 09:32:12)
Liyuan Co., Ltd. (002501, 2.06, 7.295 billion, 762.8 million, 0 times, 09:30:57)
Tongyu Communications (002792, 16.72, 5.247 billion, 273.8 million, 0 times, 14:25:30)
Hekeda (002816, 20.32, 2.032 billion, 854.5 million, 1 time, 14:50:30)
Gaus Bell (002848, 11.14, 1.82 billion, 332.1 million, 1 time, 09:47:15)
Weixing Intelligent (002849, 19.60, 3.722 billion, 1.83 billion, 0 times, 09:25:00)
Oriental Jiasheng (002889, 25.49, 4.465 billion, 740.4 million, 0 times, 09:58:09)
Chaoyang Technology (002981, 26.36, 3.141 billion, 304.4 million, 0 times, 14:03:30)
Funeng Dongfang (300173, 7.03, 5.165 billion, 515.5 million, 1 time, 14:44:30)
Huada Jiutian (301269, 149.54, 39.23 billion, 1.6 billion, 2 times, 11:19:27)
Chongqing Port (600279, 5.52, 6.552 billion, 187.5 million, 18 times, 13:03:51)
Yangtze River Communication (600345, 23.27, 4.607 billion, 271.5 million, 6 times, 10:19:22)
Ai Xu Co., Ltd. (600732, 15.52, 24.79 billion, 973.5 million, 3 times, 10:33:05)
Bohui Paper (600966, 5.92, 7.914 billion, 124 million, 8 times, 14:54:07)
China Satellite Communications (601698, 24.68, 104.3 billion, 921 million, 0 times, 09:25:03)
Shanghai Hu Gong (603131, 22.55, 7.171 billion, 500.5 million, 0 times, 10:27:43)
Saiteng Co., Ltd. (603283, 86.49, 16.87 billion, 775 million, 1 time, 09:53:58)
Baiao Chemical (603360, 27.43, 13.84 billion, 1.77 billion, 1 time, 09:31:45)
Jinqiao Information (603918, 15.17, 5.556 billion, 926.6 million, 1 time, 09:32:07)
China Electric Motor (603988, 18.19, 4.278 billion, 156.1 million, 3 times, 13:30:08)
Fuguang Co., Ltd. (688010, 40.03, 6.427 billion, 503.6 million, 9 times, 14:13:28)
Guoxin Technology (688262, 33.47, 8.848 billion, 1.68 billion, 0 times, 09:32:30)
Shanghai Hejing (688584, 25.12, 1.414 billion, 236.6 million, 2 times, 13:28:30)
Canxin Co., Ltd. (688691, 77.98, 1.988 billion, 936.8 million, 6 times, 10:41:42)

Interpretation of the reasons for some stocks’ limit-up (big increase):

Domestic chips +5.49% Reason: SMIC’s performance exceeded expectations; TSMC may restrictAI chips shipments

• Tongfu Microelectronics, 002156.SZ, 8 days 4 boards, 36.87, domestic packaging and testing leader, news says the company undertakes Changxin Storage HBM packaging project

• Baiao Chemical, 603360.SH, 4 days 3 boards, 27.43, wholly-owned subsidiary Xinaohua plans to increase capital by 700 million yuan for Suzhou Xinhuilian Semiconductor Technology Co., Ltd.

• Glinda, 603931.SH, 4 days 2 boards, 29.19, 1. One of the main manufacturers of wet electronic chemicals in China; the company’s products mainly include developer, etching solution, diluent, cleaning solution, etc., with core product TMAH developer being a key material in the production process of LCD and OLED display panels; 2. TMA prices continue to rise, and the company is also producing and selling phthalic anhydride according to online screenshots.

• Xianggong Technology, 603499.SH, 3 days 2 boards, 31.56, the company plans to acquire 10% equity of Jintaike for 150 million yuan, which is a professional storage solution provider integrating R&D, production, and marketing of its own brand products, mainly providing memory and SSD related storage products, covering consumer, industrial control, corporate, and embedded storage.

• Fuguang Co., Ltd., 688010.SH, 2 days 2 boards, 40.03, the company supplies optical lenses to Huawei, and the company’s new project can provide high-precision optical lenses and optical systems for high-end equipment (such as lithography machines), national defense, aviation, and aerospace fields.

• Oriental Jiasheng, 002889.SZ, 2 days 2 boards, 25.49, the company cooperates with international leading chip lithography machine manufacturers to jointly establish a consignment repair bonded warehouse in Shenzhen to provide 24/7 rapid response lithography machine consignment repair services for integrated circuit manufacturing enterprises in South China.

• Yingfang Micro, 000670.SZ, 2 days 2 boards, 8.17, 1. The company is a Fabless IC design enterprise, mainly engaged in chip R&D and design business through its wholly-owned subsidiary Shanghai Yingfang Micro and holding subsidiary Shaoxing Huaxin Technology; products mainly include intelligent image processors for applications in smart homes, video surveillance, action cameras, drones, and commercial industrial control equipment; 2. Plans to acquire 49% equity of Huaxin Technology and World Style Technology Holdings Limited.

• Saiteng Co., Ltd., 603283.SH, 2 days 2 boards, 86.49, 1. The company has entered the wafer inspection equipment field by acquiring Japan’s OPTIMA, a leading global wafer inspection equipment supplier, with clients including Sumco, Samsung, and Xiexin; the company’s products have already entered the HBM production line of overseas leading wafer factories; 2. The company’s main business includes automation assembly, inspection equipment, and tooling products, mainly used in the assembly and inspection of consumer electronics such as mobile phones, computers, and TWS wearable devices, and is also used in Apple’s latest MR devices.

• Shanghai Hejing, 688584.SH, 2 days 2 boards, 25.12, the company’s main products are semiconductor silicon epitaxial wafers, mainly used for preparing power devices and analog chips.

• Hongbaoli, 002165.SZ, 2 days 2 boards, 4.91, the company’s isopropylamine can be used for electronic chemicals such as photoresist cleaners and is one of the key application areas the company has focused on expanding in the domestic market in recent years.

• Guoxin Technology, 688262.SH, 2 days 2 boards, 33.47, the company’s developed quantum-safe chips and quantum password cards have successfully passed internal testing.

• Dagang Co., Ltd., 002077.SZ, 2 days 2 boards, 17.90, the company’s subsidiary Aike Semiconductor is a leading independent third-party integrated circuit testing enterprise in China.

• Canxin Co., Ltd., 688691.SH, 2 days 2 boards, 77.98, the company is the fifth-largest chip design service provider globally and the second-largest domestically, and has established a long-term strategic partnership with SMIC.

• Huada Jiutian, 301269.SZ, 2 days 2 boards, 149.54, domestic EDA leader, with the major shareholder being China Electronics.

East Data West Computing/Computing Power +4.28% Reason: Moira Thread is about to startIPO counseling; news says TSMC may restrict 7nm and below processAI chips shipments

• China Electric Xinfai, 002298.SZ, 2 days 2 boards, 6.33, the company’s developed hyper-converged cloud storage nodes and AI heterogeneous computing servers have been applied in multiple big data computing power center projects; the company’s data center business and products are spread across Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, etc.

• Weixing Intelligent, 002849.SZ, 2 days 2 boards, 19.60, the company’s Gui’an Intelligent Computing Center project phase one has been completed, which can provide domestic 370P full-function intelligent computing service capability, and has terminated cooperation with Moira Thread.

• Donghua Software, 002065.SZ, 7.79, Moira Thread has officially signed to settle in Ningbo Kunpeng Ecological Industrial Park, with policy support and infrastructure construction provided by Ningbo High-tech Zone Management Committee and Ningbo Tongshang Holding Group, while Moira Thread and Donghua Software contribute their GPU R&D capabilities and software development and system integration technologies.

• China Science and Technology Shuguang, 603019.SH, 87.38, 1. The domestic supercomputer monopoly leader; has built and operated more than 50 cloud computing data centers and big data centers nationwide, serving over 10,000 units, providing computing power support for multiple domestic large model training; 2. The company has high-end computer products based on secure and controllable core chips; its subsidiary Haiguang is mainly engaged in chip R&D and design; currently, the company has close cooperation with Longxin Zhongke, mainly in the server field, and has successively launched complete machine products based on Longxin processors.

Huawei Industrial Chain +4.02% Reason: The Euler Conference will be held on the 15th-16th; Yu Chengdong said Huawei Mate70 is scheduled for November

• Zhong An Ke, 600654.SH, 3 days 3 boards, 3.66, wholly-owned subsidiary Shenzhen Haoyuan has built the “Huawei Smart Selection” series ecological products in cooperation with Huawei’s ecological chain, which are sold in Huawei Mall, including smart home gateways, temperature and humidity sensors, gas alarms, etc.

• Weipai Ge, 603956.SH, 6.30, a leading provider of smart water management solutions in China; the company’s “Smart Water Supply Management Platform V1.0” has completed Huawei Kunpeng compatibility testing and has been granted the right to use the HUAWEICOMPATIBLE certification logo by Huawei Cloud.

• Baoland, 688058.SH, 42.97, the company’s main business is middleware software in basic software, and it has become a partner enterprise in Huawei’s Kunpeng computing industry, joining the openeuler and opengauss communities, and has conducted in-depth cooperation in terms of adaptation and performance optimization in the Kunpeng chip and JDK level.

• Zhejiang University New Network, 600797.SH, 7.52, 1. The company’s subsidiary New Network Turing is a Huawei product partner participating in the 2024 Huawei China Partner Conference, providing industry solutions based on Huawei products for customers; 2. The company’s self-developed security management software White Shield is an enterprise intranet security system that strictly controls the executable applications using a whitelist mechanism, with customers mainly from large manufacturing enterprises; 3. Zhejiang University has a research plan for the convergence of brain science and artificial intelligence.

• Kerui Technology, 002957.SZ, 19.32, 1. The company mainly provides Huawei with coupling or testing equipment related to optical communication modules, as well as precision parts used in its production equipment, including clamps and molds; 2. The company is located in Shenzhen and has intelligent delivery terminal equipment, which consists of transport drones and storage warehouses. The top of this product has an automatic opening door, maximizing the landing area for drones. It can be equipped with a charging module for convenient drone charging.

• Kingsoft Office, 688111.SH, 296.90, a leading provider of office software and services in China; the company has conducted joint operations with Huawei Cloud, listing products on the Tianyi Cloud Selection Mall, further strengthening and improving product capabilities based on the openness and innovation of the HarmonyOS, gradually adapting WPS and other products to Huawei’s 1+8+N devices, providing good office services for HarmonyOS terminal users.

• GoerTek, 002241.SZ, 24.37, 1. An industry leader in acoustics; the main business includes precision components, smart acoustic whole machine business, and smart hardware business. It is reported that the company’s industrial park has begun recruiting due to receiving large orders from Huawei; 2. GoerTek is one of the few manufacturers that can provide a full set of solutions in the VR industry, with a first-mover advantage; in the mid-to-high-end VR product field, it has the widest coverage, being an exclusive ODM supplier for companies such as Oculus and Sony, participating in assembly and providing optical lenses and acoustic components for them.

• Dingxin Communications, 603421.SH, 7.25, 1. The company is currently cooperating with Huawei on a core board-based research and development project for intelligent integration terminal products, and Huawei’s Star Flash and HarmonyOS are used as domestic technologies in the company’s power system products, having developed terminal and meter products based on Huawei’s HarmonyOS; 2. The company’s carrier communication chip products rank first in market share, applied in national smart grid fields, etc.

• Anbotong, 688168.SH, 51.44, the company’s main business is core software products for network security, supplied to Huawei.

New Energy Vehicles +3.85% Reason: Huawei will release a million-level luxury car; leading companies are increasing investment in solid-state batteries

• Heimao Co., Ltd., 002068.SZ, 4 days 3 boards, 9.41, the company has lithium battery-grade conductive carbon black.

• Jinbei Automobile, 600609.SH, 4 days 2 boards, 8.03, the company has leading design and development capabilities for seats, door interior panels, interior parts, plastic parts, and rubber parts, with clients including Brilliance BMW (supplying interiors), Brilliance Zhonghua, etc.; it is expected that the net profit in the first half of the year will increase by 41.34%-82.91% year-on-year.

• Yongshan Lithium Industry, 603399.SH, 3 days 2 boards, 13.05, the company mainly engages in molybdenum furnace materials and other molybdenum series products, with its subsidiary Hunan Yongshan Lithium Industry mainly producing battery-grade/industrial-grade lithium carbonate and lithium hydroxide.

• Funeng Dongfang, 300173.SH, 2 days 2 boards, 7.03, the company supplies packaging machines, welding machines, etc. to Ningde Times.

• Hongsheng Co., Ltd., 603090.SH, 19.35, 1. The company mainly produces aluminum heat exchangers for new energy vehicles, providing high-quality heat exchanger products and cooling module products for downstream manufacturers in fields such as air compressors, engineering machinery, and hydraulic systems; while focusing on its main business, the company is actively laying out the lithium battery PACK business; 2. The company provides heat exchanger products for agricultural machinery companies, with major partners including Kubota, Yanmar, RSM, and Class; 3. The company’s thermal management system products for electric vehicles are mainly applied to hydrogen fuel cells.

• Zhaoxin Co., Ltd., 002256.SZ, 2.95, 1. The company’s subsidiary Zhongli Industrial mainly focuses on lithium battery cathode and electrolyte materials, with an annual production capacity of 8,000 tons of battery-grade lithium salt products; the subsidiary Jintai Potash Fertilizer (holding 16.67%) has an annual production line of 3,000 tons of lithium carbonate; 2. The company’s solar photovoltaic power generation business mainly involves forming electricity sales through photovoltaic power stations or distributed power generation systems.

• Top Group, 601689.SH, 57.95, 1. The robotic electric drive actuators and rotary actuators developed by the company have been repeatedly delivered to customers; 2. The company mainly produces automotive parts, with main products including automotive NVH shock absorption systems, smart cockpit components, chassis systems, air suspension, and intelligent driving systems, including steer-by-wire, brake-by-wire, and electric control columns.

• Xinbo Co., Ltd., 003038.SZ, 18.01, 1. A leading manufacturer of aluminum profiles and aluminum components in China; plans to invest 1 billion yuan to build a lightweight aluminum alloy automotive parts manufacturing project; 2. The company’s main products in the new energy photovoltaic field include photovoltaic frames, photovoltaic brackets, and street lamps.

• Changan Automobile, 000625.SZ, 15.55, the company has achieved technology in intelligent driving ride-hailing cars and is currently promoting it.

• Tianci Materials, 002709.SZ, 24.21, the company is a leader in lithium battery electrolyte and cathode materials, and has a dedicated research team working on semi-solid and solid-state battery electrolytes, with some patents already laid out.

• Rongtai Co., Ltd., 605133.SH, 25.37, a producer of precision die-cast aluminum alloy parts for automobiles; the main products include steering systems, transmission systems, and braking systems that meet the lightweight and energy-saving environmental protection needs of automobiles; the company is vigorously developing new energy vehicle projects and has made breakthroughs in motors, batteries, and electronic control parts.

• Beite Technology, 603009.SH, 30.67, the company currently supplies steering gear racks, gears, and other products indirectly to Huawei’s Wanjie series vehicles through Tier one customers, and provides corresponding chassis parts to Tesla.

• Putai Lai, 603659.SH, 20.86, 1. A leader in lithium battery anode materials, the company’s products are widely used in lithium-ion battery cells and their manufacturing processes for consumer electronics, new energy vehicles, and energy storage; 2. The company has rich R&D and process technology reserves in the direction of solid-state and semi-solid batteries.

• Enjie Co., Ltd., 002812.SZ, 41.69, 1. The company is a leader in lithium battery separator business, and its products are also applicable to sodium-ion batteries; 2. The company has laid out and implemented semi-solid projects, and the established Jiangsu Sanhe has production capacity.

• Xusheng Group, 603305.SH, 14.48, the company has the highest proportion of Tesla business in China, with main products being precision aluminum alloy automotive parts and industrial parts.

• Weiling Co., Ltd., 002667.SZ, 10.73, the company’s business mainly includes lithium ore selection, basic lithium battery raw material lithium salt processing, and smelting businesses.

• Xinxunda, 300518.SZ, 15.47, the company indirectly holds equity in Guangyu Mining through the acquisition of 100% equity of Yuru Technology, enjoying mining rights of Cai Family Lithium Mine and Nanyang Mountain Lithium Mine, and the company is continuously promoting lithium mining and processing plant construction projects, covering entrusted processing of lithium ore and sales of raw ore.

• Xinde New Materials, 301349.SZ, 35.83, the company mainly engages in the research, production, and sales of anode coating materials, with most of the produced anode coating materials sold to lithium battery anode material manufacturers, and a small part sold to asphalt-based carbon fiber manufacturers.

• Xian Dao Intelligent, 300450.SZ, 24.43, a global leader in high-end lithium battery equipment and overall solutions.

Lithium Battery +5.80% Reason: Ningde Times promotes lithium-sodium super-mixing new technology; the first domestic all-solid-state lithium battery production line officially starts production

• Tianqi Lithium, 002466.SZ, 40.83, 1. The company has completed the construction and debugging of the next-generation sulfur-based solid-state electrolyte key raw material lithium sulfide product demonstration line, achieving stable preparation of battery-grade lithium sulfide products and completing multiple batches of customer samples; 2. A leading global supplier of new energy materials centered around lithium, with high-quality lithium mines and salt lake brine resources.

• Yiwei Lithium Energy, 300014.SZ, 54.94, one of the few lithium battery platform leaders that master core technologies for consumer batteries, power batteries, and energy storage batteries.

• Zhongwei Co., Ltd., 300919.SZ, 46.75, a global leading manufacturer of lithium battery cathode material precursors, plans to repurchase company shares worth 500 million to 1 billion yuan.

• Ganfeng Lithium, 002460.SZ, 39.60, a world-leading lithium ecological enterprise and one of the manufacturers with the most complete supply of lithium series products; its wholly-owned subsidiary Zhejiang Fengli focuses on R&D and market promotion of high energy density and high safety solid-state lithium batteries, having laid out over 150 domestic patents and 5 international patents, with nearly 80 authorized patents, ranking among the top in the domestic solid-state battery field.

• Hangke Technology, 688006.SH, 22.66, the company is a leader in lithium battery rear-end equipment.

• Rongbai Technology, 688005.SH, 42.58, 1. A leading supplier of lithium battery cathode materials in China, with the highest shipment volume of high-nickel ternary materials; 2. The company has mastered several cutting-edge technologies in solid-state battery materials, having developed modified high-nickel/ultra-high-nickel ternary cathode materials with high dispersion, high-temperature cycling, and high safety performance, suitable for liquid, semi-solid, and all-solid-state lithium-ion batteries, and is also actively developing ternary cathode materials adaptable to all-solid-state batteries.

• Xianhui Technology, 688155.SH, 47.90, the company supplies post-processing equipment for Ningde Times used in pack assembly, acquiring Ningde Dongheng Machinery for 816 million, focusing on structural parts for power battery modules.

• Tianli Lithium Energy, 301152.SZ, 45.61, one of the main suppliers of ternary materials for lithium batteries in China; the 9-series high-nickel products developed have completed small and medium test tests in leading companies in solid-state battery, showing good battery performance, with battery pack energy density ≥400wh/kg.

• Jiaocheng Ultrasonic, 688392.SH, 52.62, the company’s independently developed ultrasonic rolling welding equipment for power batteries creatively solves the difficulties of welding between lithium battery composite current collectors and foil materials, which can effectively achieve high-speed rolling welding of composite current collectors.

Photovoltaic +3.49% Reason: The National Development and Reform Commission and six other departments issued “Guidance Opinions on Vigorously Implementing Renewable Energy Replacement Actions”

• Liyuan Co., Ltd., 002501.SZ, 2.06, 1. In the new energy photovoltaic products, mainly for solar photovoltaic frames and solar photovoltaic brackets; 2. The only supplier of aluminum profile base materials for Apple laptops and main bodies in mainland China; 2. The company mainly engages in the research, production, and sales of aluminum profiles and deep processing products, with products divided into industrial aluminum profiles, building aluminum profiles, and various deep processing products of aluminum profiles, and rail vehicle equipment, etc.;

• Aixu Co., Ltd., 600732.SH, 15.52, a major supplier of solar cells globally; the company has leading R&D, manufacturing technology, and production supply capabilities for high-efficiency solar cells, having built three production bases, with the largest global production volume of large-size solar cells.

• Anhui Gaoke, 600207.SH, 5.59, 1. The company has full product chain production capabilities for solar photovoltaic glass raw sheets, tempered sheets, and coated sheets, mainly selling front and back cover glass for solar photovoltaic battery components, with photovoltaic glass production capacity of 2700t/d, with customers including JA Solar Technology, LONGi Green Energy, Jinko Solar, Trina Solar, and other globally renowned photovoltaic component enterprises; 2. The company is the second company in the world capable of producing solar thermal glass; its subsidiary Thermal Technology is one of only two companies in China capable of mass-producing solar thermal glass, with a daily melting capacity of 600 tons of solar thermal glass production line.

• Jingshan Light Machine, 000821.SZ, 15.69, the company’s HJT cleaning and texturing equipment has marketable conditions; the company’s first PECVD and PVD two-in-one equipment for TOPCon technology route has completed R&D and assembly.

• Jingsheng Electromechanical, 300316.SZ, 39.99, a leader in crystal silicon growth equipment, a domestic technology and scale-leading photovoltaic equipment supplier.

• TCL Zhonghuan, 002129.SZ, 12.15, 1. The largest global supplier of photovoltaic and monocrystalline silicon wafer shipments, the largest manufacturer of bifacial components globally; the company plans to invest 20.6 billion yuan in Inner Mongolia for high-purity polysilicon and other projects; 2. One of the most comprehensive semiconductor silicon wafer suppliers globally, currently capable of mass production of full-size semiconductor silicon wafer products from 3-12 inches, and has the technical strength to enter high-end semiconductor silicon wafer material fields such as Logic and Memory with 28nm COP Free silicon wafers.

• Changling Hydraulic, 605389.SH, 23.78, 1. Hydraulic central rotary joints and crawler tensioning devices have the highest market share in the industry; the main business includes hydraulic components and parts used in excavators and various engineering machinery; 2. The company’s reducers are mainly used in photovoltaic tracking brackets and engineering machinery.

• Manston, 301325.SH, 53.32, 1. In the perovskite field, the company’s coating head products’ end customers are Hangzhou Xinna Optoelectronics Technology Co., Ltd., and the products have been delivered; 2. The company has layouts in the wafer coating and panel-level fan-out packaging coating links in semiconductor manufacturing.

• Jinbo Co., 688598.SH, 32.30, 1. A leading supplier of advanced carbon-based composite materials and products for crystal silicon manufacturing hot zones, the company mainly produces hot zone system products for single crystal pulling furnace, mainly used in the photovoltaic crystal silicon manufacturing field; 2. The company has received a trial production start notice for its new model from GAC Aion, choosing the company as its designated supplier to develop and supply carbon-ceramic brake discs.

• Maiwei Co., 300751.SZ, 133.78, a leader in solar cell screen printing equipment in China, signed a stock repurchase special loan contract with Citic Bank, with an amount not exceeding the total amount of repurchased funds of 50 million yuan (including) to 100 million yuan (including).

• Yingjie Electric, 300820.SZ, 65.93, a leader in photovoltaic power supply, with main products including series power controllers, power control systems (reduction furnace power supply, single crystal furnace power supply, sapphire furnace power supply, silicon carbide furnace power supply, etc.), special power supplies, etc., applicable to the production fields of photovoltaic industry polysilicon, monocrystalline silicon, and battery components.

• Shichuang Energy, 688429.SH, 31.18, the company’s newly built TOPCon battery project that was put into production last year has launched 3GW battery capacity.

Artificial Intelligence Large Model +5.24% Reason: Zhiyu AI Agent product AutoGLM is trending

• iFLYTEK, 002230.SZ, 51.35, the company released the first fully domestic computing power training of iFLYTEK Star Fire V3.5, which has achieved comprehensive improvement in seven core capabilities, with language understanding and mathematical ability exceeding GPT-4 Turbo.

• Dahua Technology, 002236.SZ, 18.19, 1. The company is a domestic video security leader, with a large number of scene-based intelligent algorithms developed under the Dahua Giant Spirit development platform, possessing a one-stop data development engine, based on the Internet of Things intelligent platform base capability, encapsulating scene-based capabilities as standard API interfaces for partners; 2. The company has participated in the establishment of Leap Motor Company in a shareholding manner, jointly releasing the first domestically produced AI autonomous driving chip; the company’s automotive electronics subsidiary Huairui Technology focuses on intelligent automotive products and autonomous driving, with development capabilities for intelligent driving sensors and controllers, with layouts in camera, millimeter-wave radar, and domain controller products; 3. The subsidiary Huairui Technology provides industrial mobile robots and inspection mobile robots, and through the RCS scheduling system, provides handling, stacking, automatic inspection, and other industry services.

• China Science and Technology Jin Cai, 002657.SZ, 20.24, 1. The company holds 40% of Anliang Futures shares, being the second-largest shareholder of Anliang Futures; 2. The company has accessed domestic large models and language models such as Baidu Wenxin Yiyan, Lingxin Intelligent AI Utopia, Zhiyu ChatGLM, etc.

• Liseng Sports, 002858.SZ, 14.04, 1. The company has achieved the presentation of real-time racing events in VR headsets, actively promoting the integration of racing events with the next-generation MR devices, providing sports enthusiasts with immersive and interactive event content; 2. The company’s “Yuedong Circle” sports APP relies on AI sports recognition algorithms and AI action libraries, launching a “sports prescription” vertical application large model, providing services including sports trajectory recording, AI sports, AI physical education classes, online competitions, and sports data storage; 3. The company is actively promoting cooperation with the Shanghai Aviation Sports Association, planning to use its “Shanghai Tianma Racecourse” as an aviation sports base, jointly exploring related businesses in simulated flight training and low-altitude flight training performances.

• Qingyun Technology, 688316.SH, 44.02, the computing power resources provided by the company are part of the large computing power pool for Zhiyu Qingyan’s model training.

• Kunlun Wanwei, 300418.SZ, 48.37, 1. The company has a dual hundred billion-level large language model – the “Tiangong” large model, previously launching the world’s first AI short drama platform SkyReels; 2. A leading internet platform company going overseas in China; its subsidiary ArkGames is a global mobile gaming platform integrating game development, publishing, and operation, with products including MMORPG, SLG, etc., and self-developed games including “Tower of Sacred Realm”, “Divine Magic Sacred Domain”, “Xianjian Qi Xia Chuan Mobile Version”, etc.

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