Hong Kong Union Securities | The 4-board AI+ media concept stock is on fire, and nearly 500 million funds are rushing to raise

Today, a total of 51 shares in the Shanghai and Shenzhen stock markets had a daily limit, excluding 10 ST shares, a total of 41 shares had a daily limit. In addition, 11 shares attempted to be closed, and the overall closing rate was 81%.

 

Daily limit battlefield: Changjiang Media has the highest volume of orders

Judging from the volume of closed daily limit orders, Changjiang Media has the highest number of sealed orders, with 399,600 lots; followed by Qingang and Guangzhou-Shenzhen Railway, with daily limit sealed orders of 275,100 lots and 213,700 lots respectively.

Calculated in terms of the amount of the envelope, Changjiang Media, Shaanxi Construction Engineering and Changyuan Yinhai ranked first, with 461 million yuan, 144 million yuan and 112 million yuan respectively.

In terms of the board status, Changjiang Media has 4 boards, Qingang, Focus Technology, Palm Reading Technology, Guangzhou-Shenzhen Railway and Wanxin Media have 5 shares and 3 boards; COFCO Capital, Aofei Entertainment, Shanghai Industrial Development and my country Publishing 4 strands and 2 boards.

Industry insiders believe that Changjiang Media's continued rise is due to the sharp increase in its performance in the first quarter and the recent surge in the common sense copyright sector. According to public data, the company’s revenue in the first quarter was 2.023 billion yuan, a year-on-year increase of 21.35%; the net profit attributable to the parent company was 386 million yuan, a year-on-year increase of 31.5%.

Regarding the recent surge, the company issued an announcement on abnormal fluctuations in stock trading yesterday, saying that the company's current production and operation conditions are normal, the market environment and professional policies have not undergone major adjustments, and the main business operations do not involve new technologies, new industries, new formats and new models.

The finishing touch: multiple education stocks daily limit

1. Education

Stocks with daily limit: Guoxin Culture, Songfa Shares, Xueda Education, Jingyeda, Kede Education

Hong Kong Union Securities stated that the iterative evolution of large models, the continuous implementation of AIGC (artificial intelligence generated content) applications, and the increased emphasis on artificial intelligence education in the policy (Zhejiang Province includes artificial intelligence as a compulsory course for primary and secondary schools), may promote youth AI The scale of the training market is growing rapidly, and the combination of massive teaching data (such as question banks) in vertical segments and large models may drive the development of AI-assisted teaching segments.

Guoxin Culture: Aovia, a wholly-owned subsidiary of the company, will participate in the 81st my country Educational Equipment Exhibition held from April 21 to 23 with the theme of "full connection promotes transformation", and new AI products based on the digital transformation of education will appear and innovative solutions.

Songfa shares: The company's online education business is owned by the holding subsidiary "Daigo Brothers", which mainly provides online education live broadcast technical services and audio and video interactive live broadcast services for online education institutions. The main business of "Daigo Brothers" includes Kylin Cloud, Dobe Cloud, Zhuanwangtong and other basic services.

Xueda Education: The company's vocational education includes four sections: secondary vocational education, advanced vocational education, integration of production and education, and vocational skills training.

2. Data elements

Stocks with daily limit: Jinqiao Information, COSCO Haike, Massive Data, Long-term Yinhai

The "Overall Layout Plan for Digital my country Construction" issued by the Central Committee of the Communist Party of China and the State Council recently laid out a strategic approach to accelerate the improvement of the overall, systematic and synergetic nature of digital my country construction, and will surely promote digital development to a higher quality and higher level .

Jinqiao Information: The company is mainly engaged in informatization construction, including multimedia conference system, emergency command center system and technology court system.

COSCO Haike: The company is mainly engaged in smart transportation, shipping informatization and other businesses. Among them, the smart transportation business covers more than 20 provinces, autonomous regions and municipalities across the country, and its market share of expressway network toll platform software is leading in the country.

Massive data: As a leading provider of data technology products and services in China, the company mainly aims at the data centers of large and medium-sized enterprises and institutions, establishes data infrastructure platforms, and provides customers with products and services related to databases, data accounting, and data storage.

Dragon Tiger Stand: Sanqi Mutual Entertainment received a net purchase of nearly 200 million yuan

Today's Dragon and Tiger List, Sanqi Mutual Entertainment, Edifier, Focus Technology, Sanbo Brain Science, Hongbo Shares, Youzu Network, Aofei Entertainment, Hangyang Shares, etc. are on the list.

Among them, Sanqi Mutual Entertainment, Edifier, and Focus Technology were the top three net purchases on the Dragon and Tiger List of the day, with 174 million yuan, 130 million yuan, and 123 million yuan respectively.

Among the seats dedicated to organizations, the top three net purchases on the day were Youzu Networks, Hangyang, and Tusplan, with 143 million yuan, 136 million yuan, and 63.4807 million yuan respectively.

In terms of hot money, Guotai Junan Securities Beijing Guanghua Road Sales Department (Beijing Gang) net bought Edifier 144 million yuan and Focus Technology 75.2741 million yuan respectively; Huatai Securities Wuxi Financial Street Sales Department (Sunan Gang) net bought 42.2673 million Hangyang shares RMB 35.4258 million in net sales of Focus Technology; CITIC Securities Xi’an Zhuque Street Sales Department (Fang Xinxia) net purchase of Youzu Network 70.685 million yuan.

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