Year-end "sprint run": The automotive market is witnessing a resurgence of "price wars", with 70,000-level discounts becoming the norm.
①Zhi Ji Autos' latest announced purchase rights: From now until November 30th, Zhi Ji Autos' entire range of new and old car owners will share a total purchase subsidy value of 1.1 billion. ②A salesperson at a Huawei store told Caixin reporters that Hongmeng Intelligent Travel's November policies have been adjusted compared to October.
The latest trends in retirement funds' holdings revealed: In the third quarter, 51 new stocks were added to the top ten list of shareholders by outstanding shares, with unigroup guoxin microelectronics holding the highest market value.
① A-shares third quarter report has been disclosed, and the latest shareholding trends of retirement funds have also emerged； ② The list of the top ten circulating shareholders of 51 new stocks； ③ Attached is the list of A-shares with retirement funds' third quarter additional shareholding market cap exceeding 0.1 billion yuan (see table).
Regera Life once again takes action on China Longyuan Power's H shares, making it the 12th time this year that insurance funds have disclosed holdings in listed companies, reaching a nearly 4-year high in frequency.
①The source of the stakeholding funds is from own funds account, universal and bonus account insurance liability reserve; ②As of November 1st, insurance companies have conducted a total of 12 stakeholdings this year, holding stakes in 11 listed companies; ③Insurance companies frequently hold stakes, which is related to the adjustment of investment strategies by insurance assets under the background of new accounting standards.
Sungrow Power Supply: The growth rate of performance continues to slow in the first three quarters. Plans to issue GDR for fundraising to expand production capacity|Interpretations
①The dual leading sungrow power supply in energy storage and power inverter no longer maintains high growth momentum, with revenue growth but profit declining in Q3 this year; ②The company plans to issue GDR to raise 47.8 billion yuan and indicates that the existing production capacity is far from enough to meet the future broad market demand, urgently needing to prepare for production capacity construction.
Lenovo sues ZTE for infringement in the United Kingdom! Industry insiders: using litigation to promote reconciliation is quite common.
①Lenovo filed a lawsuit against zte for patent infringement in the High Court of the United Kingdom on October 21, 2024. zte's official response stated, "We always respect any company's legal actions within the framework of the law, but we are very disappointed in Lenovo's actions."; ②Patent disputes in the mobile industry are not uncommon. Overall, most lawsuits end in reconciliation after going through the process of confrontation.
Lithium prices fell, combined with SQM's performance decline, tianqi lithium corporation incurred a loss of 5.7 billion in the first three quarters, with reduced losses in Q3 compared to the previous quarter. | Interpretations
①Due to fluctuations in lithium prices and the year-on-year decline in performance of its affiliated company SQM, tianqi lithium corporation incurred a loss of 5.7 billion in the first three quarters. ②The decline in lithium prices and the misalignment of pricing mechanisms are still affecting the company, resulting in continued losses in Q3, but a reduction in losses compared to Q2. ③Regarding the 'nationalization' of SQM, currently, a lawsuit filed by tianqi lithium corporation's wholly-owned subsidiary in Chilean court is still under review.