Xiamen Xiangyu's shipbuilding business is "hot", and will re-evaluate and adjust the follow-up cooperation with Delong Nickel Industry. | Directly hit the earnings conference

①I will reassess and adjust the subsequent cooperation with DeLong based on the production and operation of the DeLong system companies; ②Xiamen Xiangyu's shipbuilding business is "booming," with record high deliveries and production volumes in the first half of the year.

cls.cnSep 27 11:10 ET

Shenzhen Transsion Holdings Co., Ltd.: New products will be launched one after another in the second half of the year to continue to implement the shareholding plan | Direct hit at the earnings conference

①Shenzhen Transsion Holdings Co., Ltd. will launch new products in the second half of the year, building core capabilities in technologies such as imaging, gaming, AI, charging, and basic experience channels; ②Zhu Zhaojiang stated that the current shareholding plan of the company has not been fully implemented yet, and the shareholding entities will continue to carry out the relevant shareholding plan.

cls.cnSep 27 09:15 ET

National silicon industry group: downstream customers of silicon wafers are still destocking | Earnings conference.

①In the first half of 2024, the global semiconductor market has seen some improvement overall, but the recovery is slower than expected, and the global silicon wafer shipments still show a year-on-year decline trend. ②Director and President Qiu Ciyun of the national silicon industry group stated that both customer-side and company's own inventory digestion are ongoing.

cls.cnSep 27 09:04 ET

Sany Heavy Energy: Overseas orders are expected to maintain high growth this year, with the wind turbine manufacturing sector poised for "volume increase with stable prices" in the second half. | Directly targeting the earnings conference

①The company's secretary Zhou Likai said that in the second half of the year, the construction of wind farms will be accelerated. Compared to the first half of the year, the company will speed up grid connection and transfer pace in the second half of the year; ②Sany Heavy Energy disclosed that currently, overseas orders are mainly from surrounding Belt and Road Initiative countries, and at the same time, there are numerous project negotiations, with prospects for breakthroughs in more countries in the future.

cls.cnSep 27 04:42 ET

China UnionPay was listed for 'clearing' by China Telecom, with an equity transfer base price of 36.3 million yuan for 0.021%, corresponding to a total valuation of 172.8 billion yuan.

1. China UnionPay's 0.021% equity transfer listing price reaches 36.3 million yuan, corresponding to a total valuation of over 170 billion yuan; 2. China Telecom plans to exit China UnionPay, and the company is also listing the clearance of equity of several other financial institutions.

cls.cnSep 27 03:03 ET

CITIC: pessimistic, Daiwa: market is very optimistic, Goldman Sachs expert: this time is different

Citic stated that the rise in the A-share large cap across the board is driven by confidence, as well as the return of morale; Goldman Sachs observed a surge in bullish sentiment in the A-share market, while also believing that the scale, speed, and execution strength of stimuli are crucial to maintaining the rebound to the next level; Goldman Sachs is beginning to see local FOMO in China, the market consensus is starting to change, this may not be a contrarian trade this time.

wallstreetcnSep 26 20:50 ET