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.
Brokerage morning meeting highlights: continue to be bullish on the Chinese stock market with a "confidence reassessment bull market."
At today's brokerage morning meeting, China Securities Co.,Ltd. suggested continuing to be bullish on the Chinese stock market in the medium term with a 'confidence revaluation bull'; Galaxy Securities stated that top real estate companies are showing excellent operational management capabilities and have financial advantages, with the potential to further increase their market share; Citic Sec believes that the fiberglass industry is currently at a great opportunity allocation point.
blackstone Investments and 14 other institutions formed a consortium to invest in kuang-chi technologies. Super materials have also set their sights on the low-altitude economy.
1. kuang-chi technologies introduced three strategic investors through equity transfer agreements, two of which have state-owned backgrounds; 2. Recently, kuang-chi technologies has been focusing on the low-altitude economic industry, releasing the world's first all-body super material drone this month.
Is the lithium battery industry chain about to bottom out? Insiders predict that prices are expected to rebound next year, with industry leaders emphasizing global layout | Exclusive coverage of the High Work Lithium Battery Annual Conference.
① At the 2024 High-tech Lithium Battery Annual Conference held yesterday, Zhang Xiaofei, chairman of High-tech Lithium Battery, predicted that the first quarter of next year will be the lowest price point, and in the second quarter of next year, the prices of battery raw materials will begin to rise; ② The future industry will face a more severe competitive landscape and capacity thresholds, and the solution offered by leading enterprises is to expand overseas.
Huawei has broken through the ceiling.
The luxury car worth millions has emerged.
China Stimulus Trade to Pick up in Stocks by Late-Nov, JPM Says
China's New Stock Accounts Hit Nine-Year High as Market Booms
China Caixin Services PMI Adds to Signs of Economic Green Shoots
Huawei continues to "create gods": anhui jianghuai automobile group corp.,ltd.'s market cap has risen by more than 60% in the past month. Is the next chongqing sokon industry group stock about to emerge?
On October 31, Anhui Jianghuai Automobile Group Corp.,Ltd.'s stock hit the daily limit during trading, closing at 40.95 yuan. Within 19 trading days since hitting the daily limit on September 30 this year, Anhui Jianghuai Automobile Group Corp.,Ltd.'s stock price has increased by over 63%, with a total market value approaching 90 billion yuan, reaching a historical high.
Sieyuan Electric's net profit in the first three quarters increased by about 30%, with overseas orders potentially becoming a major driver. | Interpretations
①Sieyuan Electric achieved a double-digit increase in revenue and net profit in Q3, with growth of 29.39% and 34.95% respectively; ②This year, the company's target order is 20.6 billion yuan. When the company accepted institutional research in September, it indicated that the contribution of overseas business to the company's total business volume is expected to continue to increase.
China's Latest Rate Cuts Signal Determination to Boost Economy, Nomura Says
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
China's Latest Round of Property Stimulus Fails to Inspire Markets
China's Property Sales Make Notable Recovery After Recent Stimulus
Chinese Stocks Rebound as Ministry Hints at More Fiscal Support
Overseas market demand continues to be strong, sailun group expects a year-on-year increase of about 60% in performance for the first three quarters|interpretations
①The overseas market demand remains strong, sailun group expects the company's performance in the first three quarters to increase by about 60%; ②Natural rubbers, carbon black, synthetic rubbers, and other production raw materials have all seen price increases. To cope with cost pressure, many tire companies have announced price increases for their products.
Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.
Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.
Tire semi-annual report inventory: strong demand, outstanding performance, continue to expand overseas market.
① Among the 9 listed companies in the tire industry, 8 companies have achieved growth in net income in the first half of this year due to strong market demand; ② Top companies in the industry, such as Sailun Group, Linglong Tyre, and Jiangsu General Science Technology, will continue to expand overseas production capacity in 2024 to meet the high overseas demand.
China Stops Releasing Real-time Foreign Fund Flow Data
The second round of auto trade-in subsidies will double, and the policy's warm breeze is expected to drive growth in the industry.
On August 16th, the Ministry of Commerce and 7 other departments issued a notice on further improving the work of exchanging old cars for new ones. In terms of updating scrapped cars, the subsidy standard has been raised from the original subsidy of 10,000 yuan for purchasing new energy passenger vehicles and 7,000 yuan for purchasing gasoline passenger vehicles to 20,000 yuan and 15,000 yuan, respectively, both of which have increased by more than twice.