龙虎榜复盘 | 氮化镓概念发酵，军工反弹

Group 1: Institutional Trading Insights - On the day, 27 stocks were listed on the institutional trading leaderboard, with 16 experiencing net buying and 11 facing net selling [1] - The top three stocks with the highest net buying were: Daqian Ecology (106 million), Yipinhong (96.96 million), and Shutaishen (64.95 million) [1] Group 2: Defense and Military Industry - Guoketiancheng is a company with military qualifications, primarily engaged in the research, production, and sales of infrared thermal imaging and other optoelectronic fields [2] - Lijun Co., Ltd. has a subsidiary, Dekun Aviation, producing aviation components that are already applied in various low-altitude drone models, with future applications in the flying car industry [2] - The 55th Paris Air Show is scheduled for June 16-22, with expectations for the J-10 to make an appearance [2] - The defense and military industry is expected to maintain stable growth due to consistent military spending in China, with a positive outlook for industry scale and profits [2] Group 3: Gallium Nitride (GaN) Technology - The company has developed high-efficiency power products based on third-generation semiconductor GaN and SiC devices for energy stations, data centers, and electric vehicle charging [4] - Nanwei Semiconductor announced a collaboration with NVIDIA to develop the next-generation 800V high-voltage direct current (HVDC) architecture, which will support GPU systems [4] - GaN technology offers significant advantages over traditional silicon-based devices, including a tenfold increase in electron mobility, a 70% reduction in dynamic losses, and a 50% decrease in heat generation [5]