TNMG(SZ:000630) Zheng Quan Shi Bao Wang·2025-08-06 10:47Market Overview - A total of 77 stocks hit the daily limit up in the A-share market, with 63 stocks hitting the limit after excluding 14 ST stocks, resulting in an overall limit-up rate of 75.49% [1] Stock Performance - The highest limit-up order volume was for Tongling Nonferrous Metals, with 833,800 hands; followed by China Shipbuilding Industry, Zhong An Technology, and Beiwai Technology with limit-up orders of 646,600 hands, 288,300 hands, and 230,000 hands respectively [2] - In terms of limit-up order funds, 25 stocks had order amounts exceeding 100 million yuan, with Beijiajie, Changcheng Military Industry, and Tongling Nonferrous Metals leading at 506 million yuan, 346 million yuan, and 336 million yuan respectively [3] Industry Highlights Military Industry - Key stocks include Jieqiang Equipment, North China Long, China Shipbuilding Industry, and Changcheng Military Industry, focusing on military applications and equipment [4][5] - Jieqiang Equipment's products are widely used in military, environmental protection, and emergency response sectors [4] - North China Long specializes in military vehicle equipment, emphasizing non-metal composite materials [4] Robotics - Notable stocks include Zhongdali De, Guoji Jinggong, Bojie Co., and Haosen Intelligent, which are involved in the production of core components for industrial automation and robotics [6] - Zhongdali De has developed an integrated product structure around reducers, motors, and drives [6] Liquid Cooling Servers - Key stocks include Rihai Intelligent, Feilong Co., and Kexin Innovation Source, focusing on liquid cooling solutions for data centers [9][10] - Feilong Co. reported liquid cooling business revenue exceeding 40 million yuan in the first half of 2025, establishing partnerships with over 40 leading companies [9] Institutional Activity - Institutional net purchases for Tongling Nonferrous Metals exceeded 100 million yuan, with significant net buying also seen in China Shipbuilding Industry and Dongfang Jinggong [11][12] - Specific institutional purchases included 101 million yuan for Tongling Nonferrous Metals and 88.39 million yuan for Chengyi Pharmaceutical [13]