Dragon Tiger List | Over 900 Million Smashed China State Construction Engineering, Fuling Plaza Road 520 Million Sealed Board Deming Li

On March 16, the Shanghai Composite Index declined by 0.26% to 4,084 points, with a total market turnover of 2.34 trillion yuan. Over 2,800 stocks rose. Market focus was on the agriculture, grain, and storage chip sectors.

In high-priced stocks, Guosheng Technology hit the 10th consecutive limit-up in 10 days, Shun Na Co., Ltd. in the power grid equipment sector achieved 5 limit-ups in 9 days, Chitianhua in the chemical sector 4 limit-ups in 7 days, and Farsight and Sanfangxiang each hit three consecutive limit-ups.

Now, let’s review today’s龙虎榜 (Top Trading Volume List):

The top three net buy-in stocks of the day are China Oil Capital, Shun Na Co., Ltd., and Victory Precision, with net purchases of 640 million yuan, 363 million yuan, and 267 million yuan respectively.

The top three net sell-out stocks are China Power Construction, Jinjingda, and Hongbaoli, with net sales of 923 million yuan, 380 million yuan, and 316 million yuan respectively.

Among stocks involving institutional dedicated seats, the top three net buy-ins are Demingli, Shun Na Co., Ltd., and China Merchants South Oil, with net purchases of 198 million yuan, 97.34 million yuan, and 86.86 million yuan respectively.

The top three net sell-outs involving institutional dedicated seats are Datang Power Generation, Fenglong Co., Ltd., and Baichuan Co., Ltd., with net sales of 112 million yuan, 92.99 million yuan, and 81.15 million yuan respectively.

Some thematic stocks on the list:

China Merchants South Oil (Oil Transportation + MR Fleet + State-Owned Enterprise)

Today’s limit-up, with an 11.82% turnover rate for the day, a trading volume of 2.573 billion yuan, and an amplitude of 11.09%. Data from the龙虎榜 shows institutional net buy of 86.86 million yuan, Shanghai-Hong Kong Stock Connect net sell of 8.25 million yuan, and total net buy-in from brokerage seats of 98.82 million yuan.

1. According to the 2024 annual report, the company’s main business includes refined oil, crude oil, chemical products, and gas transportation. The MR fleet has a competitive advantage in domestic and Suez Canal regions, ranking second in crude oil transportation domestically, and leading in chemical product transportation, directly benefiting from the shipping industry boom.

2. Based on the 2024 annual report and the mid-year report for 2025, the company operates 74 ships with a total deadweight of 2.8461 million tons, with long-term COA contracts with ExxonMobil, PetroChina, Sinopec, ensuring high-quality and stable sources and customer resources.

3. The company’s ultimate controller is the State-owned Assets Supervision and Administration Commission of the State Council, with a background as a central enterprise.

Nongfa Seed Industry (GMO Corn + Fertilizer Price Increase + Leading Seed Company + State-Owned Enterprise)

Today’s limit-up, with a 17.01% turnover rate, a trading volume of 1.652 billion yuan, and an amplitude of 9.66%. Data from the龙虎榜 shows Shanghai-Hong Kong Stock Connect net buy of 28.26 million yuan, and brokerage seats net buy of 62.78 million yuan.

Industry reasons: According to Shangguan News, data shows that nearly one-third of global urea exports, 44% of sulfur exports, and nearly one-fifth of ammonia exports are transported through or produced in countries west of the Strait of Hormuz. The smooth operation of this waterway directly impacts the global fertilizer industry and food security.

Company reasons: 1. As of April 16, 2025, the GMO corn variety “Fan Yu 298D” has passed initial national approval, and the company is advancing research on GMO soybean varieties.

2. According to the announcement on January 24, 2025, the company expects net profit of 75-84 million yuan in 2025, a year-on-year increase of 59.96% to 79.15%, mainly due to improved gross margins from corn and soybean seed sales and growth in order-based grain business.

3. As of April 19, 2025, the company’s wheat, corn, rice, and rapeseed seed businesses are industry-leading, included in the national crop seed industry formation enterprise, with ultimate control by the State-owned Assets Supervision and Administration Commission.

Key Trading Stocks:

China Oil Capital hit the daily limit-up today, with a 3.35% turnover rate, a trading volume of 4.135 billion yuan, and a price fluctuation of 1.14%. Data from the龙虎榜 shows total net buy of 640 million yuan.

Lierda fell 24.05% today, with a 23.98% turnover rate, a trading volume of 287 million yuan, and a fluctuation of 15.46%. Data shows institutional net sell of 5.232 million yuan, and brokerage seats net buy of 15.41 million yuan.

Keli Co., Ltd. rose 0.33%, with a 25.56% turnover rate, a trading volume of 632 million yuan, and a fluctuation of 9.84%. Data shows brokerage seats net sell of 40.97 million yuan.

Langke Technology hit the daily limit-up, with an 18.02% turnover rate, a trading volume of 1.541 billion yuan, and a fluctuation of 19.97%. Data shows institutional net buy of 48 million yuan, deep-Hong Kong Stock Connect net sell of 23.30 million yuan, and total net buy of 34.10 million yuan from brokerage seats.

Demingli hit the daily limit-up, with a 16.55% turnover rate, a trading volume of 8.849 billion yuan, and a fluctuation of 13.75%. Data shows institutional net buy of 198 million yuan, deep-Hong Kong Stock Connect net sell of 330 million yuan, and total net sell of 1.145 million yuan from brokerage seats.

Chitianhua hit the daily limit-up, with a 34.48% turnover rate, a trading volume of 2.09 billion yuan, and a fluctuation of 8.82%. Data shows brokerage seats net sell of 69.17 million yuan.

Farsight hit the daily limit-up, with a 31.12% turnover rate, a trading volume of 1.531 billion yuan, and a fluctuation of 14.45%. Data shows institutional net buy of 50.36 million yuan, and brokerage seats net sell of 52.45 million yuan.

Among stocks involving Shanghai-Hong Kong Stock Connect dedicated seats, 10 stocks are listed, with China Power Construction’s Shanghai-Hong Kong Stock Connect seat having the largest net sell of 222 million yuan.

Among stocks involving Shenzhen-Hong Kong Stock Connect dedicated seats, 16 stocks are listed, with Demingli’s Shenzhen-Hong Kong Stock Connect seat having the largest net sell of 330 million yuan.

Trading activity of hot money:

Happy Coast: net buy of 41.07 million yuan in Jinkai New Energy, and 12.80 million yuan in Jiugang Hongxing.

Northeast Strongman: net buy of 37.23 million yuan in Chitianhua, net sell of 29.02 million yuan in Hongxing Development.

Shandong Group: net buy of 59.26 million yuan in Jinkai New Energy.

Sangtian Road: net buy of 16.55 million yuan in Zhuolang Intelligent.

Stock Trading Family: net buy of 17.13 million yuan in Xiangtong Co., Ltd., net sell of 13.15 million yuan in Nanfang Road & Bridge.

Fuling Square Road: net buy of 521.6 million yuan in Demingli.

Nanjing Group: net sell of 19.79 million yuan in Demingli.

Foshan Group: net buy of 103 million yuan in 263.

Chopper Xin Yi: net buy of 136.5 million yuan in China Oil Capital.