Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
Directly addressing the China Pacific Insurance Earnings Conference: The management of liability costs and investment pressure continues to increase. By 2025, there will be an increase in allocation to long-term interest rate bonds without over-concentrat
① Continue to strengthen the allocation of long-term interest rate bonds to effectively extend the duration of Fixed Income Assets; ② Actively and effectively increase the allocation of equity assets and alternative investments such as unlisted equities; ③ High dividend stocks in Hong Kong are very attractive, and there will not be excessive stakes in a single Industry.
Performance plummeted in the second half of the year, with Flat Glass Group's net income in 2024 dropping by over sixty percent | Interpretations
① Flat Glass Group's revenue in 2024 is 18.683 billion yuan, a year-on-year decrease of 13.2%; net income is 1.007 billion yuan, a year-on-year decrease of 63.52%; ② In the first half of the year, the cumulative net income is nearly 1.5 billion yuan, with a year-on-year growth rate of 38%, and losses of 0.203 billion yuan and 0.289 billion yuan in the third and fourth quarters respectively; ③ As of December 31, 2024, Flat Glass Group's total production capacity is 19,400 tons per day.
Concerns remain as the market shows signs of recovery after hitting a bottom, with deep-sea Technology and cyclical stocks becoming the focus of attention.
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Brokerage Morning Meeting Highlights: Focus on low positions + resilience in the economic outlook during the consolidation period.
At today's Brokerage morning meeting, HTSC believes that the solidifying period should focus on low positions and resilient market directions; Everbright stated that downstream demand for organic silicon is steadily increasing, and the supply-demand pattern in the Industry is expected to improve; GTJA proposed that the enthusiasm for the Spring Sugar Hotel Exhibition has decreased, and the sales of Baijiu after the festival are stable.
[Data Monitoring] The trading volume of Saudi ETF surged nearly 20 times as retail investors and Algo teamed up to grab shares of Insigma Technology.
① Two Saudi ETFs surged today, with the Saudi ETF (520830) seeing a trading volume increase of 1978% compared to yesterday. ② Insigma Technology, a popular stock in the computing sector, received a Buy of 0.104 billion from the Dalin Huanghe Road branch of Galaxy Securities, while two Algo seats together bought over 0.21 billion.