Goldman Sachs raises the target for the Csi 300 Index: it can still rise by 19% in the coming year!

① The chief China Stocks strategist at Goldman Sachs expects the MSCI Chinese Index to reach 85 points within the next 12 months, higher than their previous target of 75 points; ② Meanwhile, the Goldman Sachs team has also raised the target for the CSI 300 Index for the next 12 months from 4600 points to 4,700 points, an upside potential of 19%.

cls.cn22:21 ET

CITIC SEC: DeepSeek integrates Hardware and application ecosystems, benefiting from BC-side applications and computing infrastructure.

The popularity of DeepSeek continues to spread, with the domestic Hardware ecosystem and application ecosystem continuing to converge around DeepSeek. Management Software leads the way, with various applications consistently integrating and continuously transforming and upgrading their own scenarios and products, while multi-cloud jointly promotes the implementation of Agents.

Zhitong Finance20:03 ET

This week, 11 more companies have been added! Youngor Group and several other stocks have disclosed their plans for shareholding and repurchase loans, with a complete list of related A-shares.

① The Share Buyback and Shareholding refinancing plan in the A-share market is steadily advancing. According to incomplete statistics from Caixin, 11 A-share listed companies announced and disclosed relevant information on Share Buyback and Shareholding refinancing this week (see attached table); ② Youngor Group has the highest special loan amount, totaling 0.7 billion yuan.

cls.cnFeb 15 20:14 ET

Due to violations of information disclosure, Fuchuang Precision is under regulatory scrutiny.

① Fuchuang Precision received an administrative regulatory decision from the Liaoning Securities Regulatory Bureau for failing to timely review and disclose the Trade with related party Company A, violating the "Administrative Measures for Information Disclosure by Listed Companies"; ② Reporters from the Star Daily noted that Fuchuang Precision has recently been quite active in investments and acquisitions in the Semiconductors field, all of which constitute related-party transactions.

cls.cnFeb 14 10:35 ET

Affected by the slowdown in Global market demand, Youyan Silicon's revenue will increase in 2024, but profit will not.

① Yuyuan Silicon stated that during the reporting period, the competition in the domestic market of the Semiconductors Industry intensified, and the recovery expectations for the export market are uncertain due to geopolitical influences; ② A representative from the board secretary's office of Yuyuan Silicon indicated that one of the significant factors affecting the company's product exports is the restrictions from the USA's import and export trade policies. It is still uncertain when the related policy restrictions will be lifted.

cls.cnFeb 14 09:43 ET

The 5 billion yuan acquisition plan ultimately fell through as Tongwei Co.,Ltd terminated the merger with Runyang Co. Why is the merger and restructuring in the photovoltaic Industry "loud thunder but little rain"?

① With rumors of overseas factories halting production and the patent litigation dispute with Trina Solar Co., Ltd., Runyang Co., Ltd.'s advantageous Polysilicon production capacity is far from sufficient to support this transaction of up to 5 billion yuan; ② Analysts believe that mergers and acquisitions are considered an effective way to address internal competition, but the generally high debt-to-asset ratio of photovoltaic companies makes mergers and acquisitions challenging.

cls.cnFeb 14 09:08 ET