399852 CSI 1000 Index
- 6030.49
- -231.68-3.70%
[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.
No money again! Shenzhen Chipscreen Biosciences has "burned" 0.9 billion in R&D expenses over three years and plans to raise another 0.96 billion, nearly 30% of which will be used to supplement cash flow.
shenzhen chipscreen biosciences announced a plan for private placement, planning to raise 0.96 billion yuan, with 0.71 billion yuan for innovative drug research and development, and 0.25 billion yuan for supplementary working capital, reaching a replenishment ratio of 26.04%; Multiple research pipelines continue to burn money for shenzhen chipscreen biosciences, with a total research and development expense of 0.927 billion yuan from 2021 to 2023, currently 17 indication pipelines are in clinical trial stage.
XGIMI Technology: The car business may generate certain revenue next year. Baidu's shareholding reduction is mainly due to financial considerations|Direct hit shareholders meeting
① Since the beginning of this year, XGIMI technology has faced a continuous decline in revenue and net income in each quarter; ② At this shareholder meeting, the relevant person in charge of XGIMI technology responded to market concerns regarding the in-car projection business, their views on the expansion of losses, and the shareholding reduction of the Baidu system.
The global data cross-border flow cooperation initiative has been launched, and the cni data factor index industry is expected to usher in a qualitative change.
According to the WeChat official account of Cyberspace Administration of China, the National Cyberspace Administration of China has put forward a global data cross-border flow cooperation initiative, aiming to balance the relationship between technological innovation and security, economic development, and personal privacy protection. Tianfeng Securities believes that with the implementation of detailed rules for data elements and accelerated promotion of typical application cases, the industry is expected to undergo a qualitative change.
Star Evening News | kbc corporation,ltd. affiliated companies' silicon-based anode series products have formed bulk supply. shenzhen chipscreen biosciences plans to raise no more than 0.96 billion yuan through a private placement.
1. Polymax Materials' shareholder plans to reduce its shareholding by no more than 3% of the company's shares; 2. Micronano intends to repurchase shares ranging from 40 million yuan to 80 million yuan; 3. Beijing Hotgen Biotech Co.,Ltd. plans to repurchase shares at a range of 58 million yuan to -0.1 billion yuan; 4. Suzhou Hyc Technology plans to repurchase shares at a range of 25 million yuan to -50 million yuan.
[Data Viewing] The IM futures index shorts significantly reduced their positions, and four speculative trading seats cooperated to trade hytera communications corporation.
① The four major block orders futures contracts have significantly reduced short positions, with the number of shorts in the IM contract decreasing much more than that of longs. ② Data from the stock trading list shows that the high-interest stocks hytera communications corporation have their first to fourth buy positions being speculative funds trading back and forth, and the trading amounts exceed one hundred million yuan.
Beijing Tianyishangjia new material corp.: Launching multiple collaborations in the low-altitude economy and commercial rocket fields, downstream demand for photovoltaics has not significantly improved. | Directly hitting the earnings conference
①The company cooperates with AVIC, Times Technology and other enterprises to produce various aircraft frame wing and other structural components as well as prepreg materials. Its subsidiary Tianrendao holds a strategic cooperation agreement with StarPower, focusing on cooperative research and development manufacturing of rocket fairings, attitude control cabins and other sections; ②The company's research and development of carbon-carbon boxes is used in the high-temperature process of producing positive and negative electrodes for lithium batteries, and has been verified and approved by many industry-leading customers, entering the stage of mass production and delivery.
After an announcement shook the market, shandong chenming paper's stock price dropped significantly in both A and H shares today, with many banks stating that there is currently no crediting cooperation.
①Affected by relevant news, today both A and H shares of Shandong Chenming Paper opened with significant declines. ②As a star enterprise in Shandong, Shandong Chenming Paper has been a key public relations and investment target of banks. ③Several banking professionals have told Caixin that they currently have no crediting cooperation with Shandong Chenming Paper. Some cooperating banks still maintain exposure, which is continuously decreasing.
Industry giants are stepping in, and the siasun robot&automation industry is expected to see an explosive growth.
1. With companies like Huawei and contemporary amperex technology ramping up their investments and local policies being introduced, the industrialization process of domestic embodied asia vets is accelerating. 2. In a recent research report, Open Source Securities believes that Huawei possesses capabilities similar to those of Tesla and has a core competitive advantage in developing the humanoid robot industry.
The Huawei Mate brand ceremony will be held on November 26, and industry chain companies are welcoming development opportunities.
① Huawei Terminal announced that the Huawei Mate brand ceremony will be held on November 26 at 14:30. Meanwhile, the Huawei Mate 70 series of phones has officially debuted, and reservations for the new devices in the series are now open. ② Open-source securities pointed out that with the stabilization of the supply chain and breakthroughs in research and development, Huawei's phone shipment volume is expected to reach 80 million to -90 million units by 2025.
After ten years since its establishment, semiconductor manufacturing international corporation's industry chain company Jimxi has started IPO guidance, with investments from sai microelectronics inc. and shanghai semiconductors fund.
① Jimxi's main clients include semiconductor manufacturing international corporation, hongli, HLMC Huāli microelectronics, and others; ② Jimxi has provided customized equipment and process solutions of hundreds of models and specifications to over 100 domestic wafer fabs, with main equipment covering full wafer sizes of 6-inch, 8-inch, and 12-inch.
Asia's aluminum king "reborn"! xiamen xiangyu intends to participate in the establishment of the "new Zhongwang Group," with some original creditors possibly conducting debt-for-equity swaps | quick announcement.
①Xiamen Xiangyu, its group company, and other investors plan to establish the 'Xin Zhongwang Group'; ②It is not ruled out that previous creditors may participate, that is, 'debt-for-equity swaps'; ③The key lies in whether the original creditors convert the debts to equity at 100%, or at a certain repayment rate, depending on the specific details of the plan.
"Is life as fragile as paper"? Products have dropped in price, debts have defaulted, and the former leading company shandong chenming paper has stopped production on a large scale. | Speed announcement
① Shandong Chenming Paper has 2.394 billion in overdue debts, with over 70% of its production capacity restricted; ② The company attributes its difficulties to industry shocks, but its performance has significantly lagged behind competitors; ③ The company's production halt has led to a shortage of white cardboard, which may help boost the market for white cardboard; ④ Besides papermaking, the company also has a considerable scale of financing leasing business; ⑤ As early as 2023, its financing leasing business has already faced a crisis.
The official investigation results of the "bestore co.,ltd. fake sales incident" have been released! Related products have been re-listed.
① According to the official announcement, bestore co.,ltd. did not find cassava components in the lotus root powder and raw materials, and the spicy sour noodles detected sweet potato components; the counterfeit blogger's report is unfounded. At the same time, bestore co.,ltd. has secured evidence and filed a lawsuit, stating that the actions of the informant have severely damaged its reputation and business, and legal responsibility will be pursued. ② Currently, the relevant involved products have been re-listed.
Guangdong Jiayuan Technology: Solid state battery copper foil has been supplied in small quantities, and some product processing fees have rebounded | Earnings conference
①Currently, processing fees have bottomed out, and some product processing fees have started to rebound. The copper foil industry is still in a situation of oversupply, and the turning point will still require capacity clearing; ②Copper foils used in all solid state and semi-solid state batteries have been supplied in small quantities. Copper foils for the negative electrode current collectors required for fast charging batteries and high silicon batteries have been produced and supplied. Currently, the company's 4.5μm ultra-thin lithium-ion copper foil has achieved mass production and sales.
Zero yuan transfer! suzhou good-ark electronics' actual controller changes, related company's shareholding case attracts attention again.
① Wu Nianbo will transfer 68.0890% of the equity he holds in Suzhou Tongbo to Wu Wenhao, and the transfer price is 0 yuan, as they are father and son. ② Staff from the company's secretary office stated that four years ago, Wu Wenhao was already the legal representative and chairman of Suzhou Good-Ark Electronics.