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Brokerage morning meeting highlights: The Agent application is expected to enter its first year of significant growth in 2025.
At today's Brokerage morning meeting, HTSC proposed that Agent applications are expected to enter a period of significant volume in 2025; Tianfeng stated that in the field of AI Medical, attention should be given to directions related to high-quality data, scarce application scenarios, and multimodal integrated data; Silver Securities believes that the demand for green electricity is expected to see stronger catalysts in 2025.
CONCORD NE (00182.HK) subsidiary signs financing lease arrangement.
On March 6, Glonghui announced that CONCORD NE (00182.HK) will, on March 6, 2025, have a financing leasing arrangement with its wholly-owned subsidiary Gaoyou Polymer and China Merchants Leasing. According to this, China Merchants Leasing will purchase equipment from Gaoyou Polymer for a price of 0.277 billion yuan and lease the equipment back to Gaoyou Polymer, who must pay lease payments quarterly. "Equipment" refers to several solar power generation equipment used in power stations (including components, booster station ancillary facilities, cables, and other solar equipment).
Express News | Concord New Energy - Equipment Refers to Certain Solar Power Equipment Used for the Power Plant
Express News | Concord New Energy - China Merchants Leasing to Purchase Equipment for RMB277 Million
Everbright: The demand for Photovoltaic Glass is improving, and the domestic antimony price center is expected to rise.
As China's antimony exports gradually resume, there is a Bullish outlook for the antimony price to rise.
Brokerage morning meeting highlights: The combination of AI applications and high-quality Hardware carriers brings new growth opportunities in Consumer scenarios.
In today's brokerage morning meeting, China International Capital Corporation stated that the market performance in the second half of the year is expected to be better than in the first half; Sinolink believes that the probability of achieving a "stop falling and stabilize" target in the real estate sector by 2025 is relatively high; Huaxi pointed out that the combination of AI applications with high-quality Hardware carriers brings new growth opportunities in Consumer scenarios.