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 Watch] The four major futures contracts have seen a significant increase in long positions, with algo positions exceeding 0.5 billion selling off grinm advanced materials.
①The main contracts of the four major stock index futures have all increased their long positions by more than 3,000 lots, and the number of long positions is greater than the short positions. ②Stocks related to solid state batteries, grinm advanced materials, were sold by gtja headquarters for 0.505 billion in algo positions, and the stock is also fiercely contested by first-tier private equity funds.
The Ministry of Commerce has once again provided substantial policy support, and the cross-border e-commerce industry is expected to stand at the forefront.
On November 21st, the Ministry of Commerce issued a notice on promoting the stable growth of foreign trade. The notice points out the promotion of cross-border e-commerce development. Continuously promote the construction of overseas intelligent logistics platforms. Dongxing Securities' research report pointed out that in the global inflation background, consumers' consumption behavior will be more rational, providing good development opportunities for the shift to online consumption and the high-quality domestic products with good value for money, overall bullish on the growth of the cross-border e-commerce industry.
It is planned to raise 60 million yuan for the private equity fund jointly established by suzhou hyc technology and Dongwei Semiconductor.
① Suzhou HYC Technology's fund established this time is not included in its consolidated financial statements, the investment funds come from its own assets, and the contribution amount accounts for 0.18% of its total audited assets in the past year; ② Previously, Suzhou HYC Technology has invested in three private equity investment funds, all of which are invested in sectors such as semiconductors and optoelectronics.
Bank of qingdao, bank of guiyang and others have received intensive research. Interest rate spread pressure will still be a focus of concern next year. The reserve volume and structure of the opening red project of many banks have been "exposed."
① Under the backdrop of debt conversion, some regional banks are expected to benefit from the improvement in the fundamentals brought by the local economic development and debt restructuring. ② Regulatory requirements will assist listed banks with relatively low price-to-book ratios to strengthen dividends and increase stake & buy back, gradually enhancing valuation levels. Additionally, the management expectations of market cap for major index components will help bring long-term capital into the market, indirectly supporting high dividend sectors such as banks.
[Data Observation] Institutions have sold off qingdao kutesmart co.,ltd. for two consecutive days, while retail investors and algo are fiercely competing for grinm advanced materials.
① AI asia vets concept stock qingdao kutesmart co.,ltd. experienced a sell-off of 0.106 billion by institutions, with over 90 million sold by institutions yesterday. ② Solid state battery concept stock grinm advanced materials was sold by two top-tier speculative funds totaling over 0.2 billion, while algo seat gtja headquarters brokerage bought 0.261 billion and simultaneously sold 0.19 billion.
