Explosion! The top ten on the Dragon and Tiger List revealed on April 3: Funds are crazily chasing these 3 main themes, retail investors should pay close attention.

StrawberryIce · 2026-04-04T02:12:38+00:00

On April 3rd, A-shares experienced fluctuations and weakened. The top ten on the stock trading board indicate that major funds are concentrated in three main sectors: optical communication/compute power, pharmaceuticals, and energy resources. There is an increasing divergence between institutional and retail investors' actions. The optical communication sector continues to see increased positions, the pharmaceutical sector remains active due to risk-avoidance sentiment, and the energy sector shows significant differentiation. Attention should be paid to these main sectors and their corresponding targets next week.

StrawberryIce

2026-04-04 02:12:38

Abstract generation in progress

Stocks are blowing up! The top 10 on the龙虎榜 (Dragon and Tiger Board) for April 3 are revealed: money is going crazy for these 3 main themes, and retail investors should stay focused
Today’s A-share market is volatile and weak overall; the Shanghai Composite Index fell below 3,900 points, yet the top 10 on the 龙虎榜 show undercurrents. Big money is fiercely competing, and three major themes have surfaced—understand this article and don’t get lost next week.
I. The top 10 on the龙虎榜—who’s疯狂吸金 (pulling in cash like crazy)?
First, look at the top 10 on the list (sorted by trading value): Zhongli Group, Shenjian Shares, Minervap, Oryad, Sinco Holdings, Datang South, Tongda Shares, Te Fa Information, Double Lu Pharmaceutical, and Tongyuan Petroleum.
Overall, funds clearly clump into three main directions: optical communication/computing power, pharmaceuticals, and energy resources. Differences between institutions and retail investors have intensified—some are buying aggressively while others are dumping.
II. The three main themes—complete breakdown of fund positioning

Optical communication/computing power: institutions + retail investors working together; hard tech becomes a safe haven
Tongda Shares ( 002560 ) saw net purchases of 139 million yuan by institutions, making it today’s top institutional holdings. The company is deeply involved in power equipment + optical communication cables, with strong deployment in the computing-power infrastructure and data center cabling space, positioning it as a core supporting vendor in the computing-power industrial chain.
Te Fa Information ( 000070 ), Shenjian Shares ( 002361 ) are also on the list. The optical communication sector shows signs of hidden institutional accumulation—an obvious signal of a hard-tech rebound.
Pharmaceuticals: defensive attributes fully loaded; institutional bottom-fishing is clear
Minervap ( 603538 ), Double Lu Pharmaceutical ( 002038 ), and Lino Pharma Packaging ( 301188 ) are on the list, among which Lino Pharma Packaging received net institutional purchases of 51.15 million yuan.
The pharmaceutical sector was active against the trend today. The main driver is that market risk-avoidance sentiment is heating up, with funds flowing into defensive pharma plays. Minervap has a well-developed layout in APIs and formulations; Double Lu Pharmaceutical focuses on biopharma; and Lino Pharma Packaging is deeply engaged in pharmaceutical packaging—these are all leaders in their respective sub-segments .
Energy resources: disagreement grows; retail investors’ battle is intense
Zhongli Group ( 002309 ), Tongyuan Petroleum ( 300164 ), and Tibet Mining ( 000762 ) are on the list, with Tibet Mining receiving net institutional purchases of 74.3 million yuan.
Today, the energy sector is split. Zhongli Group trades with expanded volume and volatility; Tongyuan Petroleum is affected by fluctuations in oil and gas prices; Tibet Mining, however, is favored by institutions due to its lithium resource layout—funds show clear disagreement in the energy track .
III. Retail investors and institutions—understand what big money is thinking

Institutions: overall they are slightly net sellers, but with precise positioning. They have focused on adding to Tongda Shares, Tibet Mining, and Lino Pharma Packaging, centering on three main themes: hard tech + pharmaceuticals + resources.
Retail investors: quantitative funds are speeding up portfolio rotation. They are net sellers of Sinco Holdings and Shenjian Shares; the Chengdu faction is bottom-fishing in pharma and optical communication; the Foshan faction is cashing out high up in Xinneng Taishan, and short-term funds’ differences are intensifying.
IV. Next week’s direction—these points must be watched closely

Optical communication/computing power: institutions keep adding positions; this is the core main theme for next week. Focus on leaders like Tongda Shares and Te Fa Information.
Pharmaceuticals: defensive attributes are strong. In a period of market volatility, it will likely remain active. Keep an eye on Minervap and Lino Pharma Packaging.
Energy resources: disagreement is bigger. Only look at high-quality names favored by institutions, such as Tibet Mining, and be cautious about chasing gains.
Risk warning:
This article is only an objective analysis of 龙虎榜 data and does not constitute any investment advice. The stock market is risky, and investment requires caution. The flow of 龙虎榜 funds changes rapidly—do not follow blindly, and make rational decisions by fully considering your own risk tolerance.
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