Group 1 - Institutions ranked 35 stocks today, with net purchases in 16 stocks and net sales in 19 stocks. The top three stocks with the highest net purchases were Hainan Development (289 million), Western Materials (244 million), and Chaojie Co., Ltd. (226 million) [1] - Chaojie Co., Ltd. saw a net purchase of 226 million from four institutions on the 3rd. The company is actively expanding its customer base in the commercial aerospace sector and has made substantial progress in acquiring new customer orders, expecting to enter into batch cooperation with new clients starting in Q1 next year [2] - The company holds an 8.3% stake in Blue Arrow Aerospace, which successfully conducted its first flight test of the Zhuque-3 rocket in December [3] Group 2 - The onshore RMB against the USD broke the 7.01 mark, reaching a new high since September 27, 2024. The offshore RMB also surpassed 7.0 for the first time since the end of September 2024. This appreciation of the RMB is expected to alleviate the procurement cost pressures for industries with high import dependence, such as aviation and paper manufacturing, while also potentially enhancing profit elasticity due to foreign exchange gains [4] - Wuzhou Special Paper focuses on producing specialty paper for medical and food packaging [5]
龙虎榜复盘丨航天持续大涨，造纸板块迎集体反弹