The 2024 World Consumer Electronics Fair is about to open, and the smart phone market is expected to grow against the trend.
①The 2024 World Consumer Electronics Exhibition will be held at the Shenzhen Convention and Exhibition Center from November 28th to 30th, 2024. ②China Merchants Securities believes that the Android flagship phones have entered an intensive release stage, with Xiaomi, OPPO, vivo, Honor, and Huawei all having released flagship new phones in this round, all highlighting AI and optical features. Pay attention to the innovation of new phones and subsequent sales.
Private capital will be introduced in the new approved projects. China National Nuclear Power is still in a stage of rapid growth and development | Highlights from the earnings conference.
① The company will introduce private capital into the newly approved projects; ② "The company's asset scale has exceeded 600 billion yuan and is still in a stage of rapid growth."
Tasly Pharmaceutical Group: Some products are priced down, leading to a decrease in Q3 gross margin. All parties are actively promoting the trade with China Resources Sanjiu Medical & Pharmaceutical | Straight to the earnings conference
① Due to the overall low prosperity in the pharmaceutical commerce industry, the company's revenue in this sector declined in the third quarter of this year; although revenue in the pharmaceutical industry sector grew year-on-year, the price reduction of some products led to a decrease in gross margin, and the company expects that the gross margin may remain stable in the future. ② Regarding the equity trade matter of the company's major shareholder with china resources sanjiu medical & pharmaceutical, the company's general manager Cai Jinyong stated that the company and relevant parties are actively promoting the various aspects of this trade.
China Citic Bank Corporation has listed a high number of individual non-performing loan projects. The retail assets risk is still in the release stage, and the bank's non-performing asset disposal is accelerating.
China Citic Bank Corporation has recently listed a large number of non-performing loan projects, involving multiple branches in Peking, Shenzhen, and others, mostly personal consumption and non-performing loans for operations. The current retail asset risks of banks are still in the releasing stage, with remaining pressure on improving asset quality indicators, requiring larger efforts in non-performing loan write-offs, disposal measures, and more.
Zhejiang Hangke Technology Incorporated: Equipment has been continuously delivered in the solid state battery sector and plans to build a factory in Malaysia | Direct coverage of the earnings conference.
① Currently, the company has cooperated with several relevant manufacturers both domestically and internationally on the experimental line or pilot line for solid state batteries, and equipment has been gradually delivered; ② The contract signed with Volkswagen in the second half of the year is the largest single order ever received by the company, and due to the substantial amount of this order, delivery is expected to begin gradually in the first half of 2025; ③ The company plans to build a large manufacturing plant in Malaysia.
【Data Monitoring】 The trading volume of the chip etf has surged, with strong speculators exceeding 0.3 billion buying into grinm advanced materials.
① The sse science and technology innovation board 50 index increased significantly by 3.61% today, with many chip etfs experiencing a substantial increase in trading volume, among which the grinm advanced materials chip etf fund (588290) saw a 232% month-on-month increase in trading volume. ② The high-priced stock grinm advanced materials, which is hit with a trading halt, received a purchase of 0.309 billion from Huaxin Securities at the Shanghai Wanping South Road branch.
