Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
Double down on shanghai film! Dai Yun, General Manager of Shanghai Film, said that the integration of IP business and traditional business will become increasingly important.
① Recently, shanghai film announced plans to acquire 19% of the shares in shanghai film yuan held by shanghai film group and shanghai mei film. After this trade is completed, the equity structure of shanghai film yuan will be 70% held by the company, 30% held by shanghai mei film, and shanghai film group will no longer hold shares directly. ② At the "shanghai film power share meeting" held yesterday, the general manager of shanghai film, Dai Yun, revealed that the integration of the company's IP business with traditional business will increase in the future.
[Data Analysis] Institutions and speculative funds rush to buy financial stocks, with three quantitative seats jointly buying CIG Shanghai.
①Multiple financial stocks were bought by institutions and speculative funds, with First Capital receiving 0.118 billion in institutional buys and 0.272 billion in buys from Orient Shanghai Yuanshen Road branch. ②CPO concept stock CIG Shanghai received buy-in from three algo funds, with a total purchase amount exceeding 0.23 billion.
The box office of Shanghai film weakens, the number of viewers decreases, and the performance of Shanghai film in the first three quarters is under pressure. | Interpretations
① Due to the weak performance of the large cap film market this year combined with the decline in audience numbers, the revenue and net profit of Shanghai film in the first three quarters decreased year-on-year. ② Considering the smooth progress of the company's major IP business, a blockbuster animated film is scheduled for release next year, and institutions expect the company to have a prosperous year in terms of product development.
G-bits network technology's Q3 revenue and profit both declined, with all quarterly profit used for dividends | Interpretations
①Due to the decline in core game revenue and profit, g-bits network technology's Q3 performance continued the downturn of Q2, with both revenue and profit declining; ②However, the company plans to distribute a cash dividend of 20.00 yuan (including tax) per 10 shares to all shareholders, totaling a cash dividend exceeding the company's Q3 net income attributable to shareholders; ③In addition, two key games under the company concluded the first round of paid testing and are expected to be launched between the end of this year and the first half of next year.
zhejiang daily digital culture group's subsidiary with losses introduced strategic investment of 0.14 billion, still included in the company's consolidated financial statements | Quick read announcement
1. The holding subsidiary, Communication Brain Technology Company, introduced Zhejiang Provincial Industry Fund of 0.14 billion yuan; 2. After the capital increase is completed, Smart Profit Dynamics remains a shareholder of Communication Brain Technology Company, holding 40%; 3. Communication Brain Technology's net income in 2023 is -25.998 million yuan.