This week (August 19th - August 23rd), the three major A-share indices continued to adjust. As of Friday's close, the Shanghai Composite Index fell 0.87% cumulatively, the Shenzhen Component Index fell 2.01% cumulatively, and the ChiNext Index fell 2.80% cumulatively.

From a trading perspective, the Huawei Hisilicon concept performed actively, and even drove the HarmonyOS concept and other sectors to strengthen on Friday. It can be seen that the capital market has a high degree of recognition for Huawei concept stocks. Among them, Shenzhen Huaqiang gained seven consecutive limit-ups, driving speculation sentiment in a continuously adjusting market.

Huawei concept breaks out comprehensively, Shenzhen Huaqiang gains seven consecutive limit-ups

According to iFinD data, the top ten listed companies in terms of gains this week are Shenzhen Huaqiang, Shanxi Expressway, Liyuan Information, Jingsai Technology, Yunliwoli, Penghui Energy, Century Telecommunication, *ST Jingfeng, *ST Tongzhou, and Jinjiang Online.

Ranking first on the list of gains is Shenzhen Huaqiang (000062.SZ), which gained 61.01% cumulatively this week. It is understood that Huawei Hisilicon will hold the 2024 Huawei Connect Conference in September, which will be the first such conference. During the event, new products will be launched, and multiple summits will be held. Shenzhen Huaqiang is an important supplier and main distributor of Huawei Hisilicon, specializing in the full range of Huawei Hisilicon products. The close cooperative relationship between the two parties will enable Shenzhen Huaqiang to benefit from Huawei Hisilicon's business growth.

Shenzhen Huaqiang stated on the interactive platform that as Huawei Hisilicon successively introduces new products, the company will increase the research and development and promotion of application solutions for Hisilicon products to promote market expansion. A series of adjustments to market strategies may have enhanced market expectations for Shenzhen Huaqiang's future earnings growth, thereby driving up its share price. Currently, Shenzhen Huaqiang has achieved seven consecutive limit-ups, closing at 16.97 yuan/share on Friday.

Ranking second on the list of gains is Shanxi Expressway (000755.SZ), which gained 44.01% cumulatively this week. The reasons for the rise in Shanxi Expressway's share price are multifaceted. Firstly, there is speculation in the market about the game concept of "Black Myth: Wukong," whose 27 scenic spots are all filmed in Shanxi, attracting netizens' attention to tourism in Shanxi and potentially stimulating the performance of related stocks. Secondly, the continuous advancement of national infrastructure construction and the economic recovery in Shanxi Province have also supported the rise in Shanxi Expressway's share price. China's investment in infrastructure continues to increase, especially in transportation and highway construction projects, which may affect the performance expectations of related companies.

Ranking third on the list of gains is Liyuan Information (300184.SZ), which gained 43.04% cumulatively this week. The surge in Liyuan Information's share price is also related to the continued growth of the Huawei Hisilicon concept. Hisilicon's leading position in 5G and AI technologies has made it unique in the market and has driven the growth of Liyuan Information. In addition, the growing market demand for smart hardware, the Internet of Things, and other fields has brought new business opportunities to Liyuan Information.

Lanfucai.com notes that in addition to Shenzhen Huaqiang and Liyuan Information, other Hisilicon concept stocks such as Century Telecommunication also ranked high on the list of gains this week, indicating that market funds have a high degree of recognition for this new concept and can maintain attention next week.

Some popular stocks see corrections this week

The top ten listed companies in terms of losses this week are Qingyan Environment, Fuchun Stocks, Guangshengtang, Xingxing Technology, Hybribio, Yashi Optoelectronics, Yitong Technology, Boshi Optical, Comax Technology, and Lanwei Medicine.

Ranking first on the list of losses is Qingyan Environment (301288.SZ), which fell 38.99% cumulatively this week. The decline in Qingyan Environment's share price may be related to its previous excessive gains. From August 9th to 16th, Qingyan Environment gained 114.76% cumulatively, accumulating a large number of profit-taking chips due to its short-term substantial gains. It is understood that the company is a high-tech enterprise specializing in the research and development and application of rapid biochemical sewage treatment technology. Its main products and services include RPIR process packages, water treatment operation services, and water treatment engineering services.

Ranking second on the list of losses is Fuchun Stocks (300299.SZ), which fell 32.61% cumulatively this week. Recently, the capital market has been disrupted by a "monkey," and under the influence of the game "Black Myth: Wukong," many game concept stocks have experienced volatile movements. From August 5th to 19th, Fuchun Stocks gained 67.71% cumulatively. Due to the rapid rotation of hot market concepts, game stocks represented by Fuchun Stocks saw corrections this week. In terms of performance, Fuchun Stocks is also under considerable pressure. According to the company's latest disclosure, in the first half of 2024, the company achieved revenue of 110 million yuan, a year-on-year decrease of 38.93%; the net loss attributable to shareholders was 32.9234 million yuan, a year-on-year decrease of 292.72%. During the reporting period, the company's three expenses accounted for a significant increase, with the total of financial expenses, sales expenses, and administrative expenses increasing by 59.39% year-on-year as a percentage of total revenue.

Ranking third on the list of losses is Guangshengtang (300436.SZ), which fell 31.57% cumulatively this week. Like the top two, Guangshengtang should have experienced a sharp rise before. From August 6th to 15th, Guangshengtang gained 78.41% cumulatively, and then saw an adjustment trend this week. Lanfucai.com found that the company's performance was bleak, with a net loss attributable to shareholders of 349 million yuan in 2023, an increase of 173.16% year-on-year. In the first quarter of 2024, Guangshengtang still failed to reverse the loss situation, with a net loss attributable to shareholders of 14.64 million yuan for the quarter.

In addition to the above companies, previously strong-performing stocks such as Boshi Optical (300622.SZ) and Yashi Optoelectronics (002952.SZ) also saw significant declines this week, indicating that market hot topics switch rapidly. Investors should keep pace with the rhythm and avoid chasing gains or selling at a loss.