Jin Tou Wang·2025-08-19 00:46Market Overview - On August 18, the Shanghai Composite Index reached a 10-year high, closing up 0.85% at 3728 points, while the Shenzhen Component Index rose 1.73%, marking a new high since April 2023. The ChiNext Index increased by 2.84%, reaching a new high since February 2023, and the North Star 50 Index surged by 6.79%, setting a historical high. Over 4000 stocks in the market saw gains, with hotspots focusing on liquid cooling, CPO, military industry, and shipbuilding sectors [1]. Stock Performance - Ji Shi Media (601929) achieved 7 consecutive trading limits in 11 days, while Dayuan Pump Industry (603757) and Feilong Co. (002536) recorded 6 and 5 consecutive trading limits, respectively. Guoji Precision (002046) also saw 6 trading limits in 11 days, and Tongzhou Electronics (002052) had 5 limits in 6 days [3]. Top Stocks on the Dragon and Tiger List - The top three net buying stocks on the Dragon and Tiger list were Liou Co. (002131) with 622 million yuan, Hengbao Co. (002104) with 486 million yuan, and Zhongke Jincai (002657) with 277 million yuan. The top three net selling stocks were Yingweike (002837) with 446 million yuan, Quzhou Development (600208) with 425 million yuan, and Wantong Development (600246) with 283 million yuan [4]. Sector Highlights - Liou Co. (AI marketing + liquid cooling pumps + Huawei concept) saw a trading limit with a turnover rate of 19.15% and a total transaction amount of 4.857 billion yuan. Institutional net buying reached 97.5249 million yuan, with a net purchase of 278 million yuan from the Shenzhen Stock Connect [5]. - The liquid cooling server market in China is projected to grow at a compound annual growth rate of 46.8% from 2024 to 2029, with the market size expected to exceed 16.2 billion USD by 2029, enhancing industry prosperity [6]. - Zhongke Jincai is exploring the application of stablecoins in cross-border payments for short dramas, aiming to solve traditional financial inefficiencies and high costs. The global stablecoin market was valued at approximately 232 billion USD as of March 2025 [8]. Company Developments - Shanghai Electric (electric power + mid-year report pre-increase + state-owned enterprise reform) achieved a trading limit with a turnover rate of 4.09% and a total transaction amount of 1.459 billion yuan. The company expects a net profit of 1.754 billion to 2.087 billion yuan for the mid-year report in 2025, representing a year-on-year increase of 32.18% to 57.27% due to reduced fuel costs and efficiency improvements [9].