[Market Data] IM期指 bulls significantly reduced positions, Institutions continuously sold off Kunshan Kinglai Hygienic Materials.
① The main contract for the IM futures has seen a decrease of nearly 7,000 long positions, with the reduction being significantly greater than that of the short positions. ② Stocks related to the Lithography Equipment Concept, Kunshan Kinglai Hygienic Materials, experienced Sell by Institutions of 0.191 billion, and the stock also faced over 90 million in Sell by Institutions yesterday.
Last year's revenue was nearly 70 billion yuan. Lens Technology plans to accelerate its Global layout this year | Interpretations.
① In 2024, Lens Technology's revenue increased by 28.27% year-on-year, and net income grew by 19.94% year-on-year. ② This year, the company will continue to improve its global production capacity layout, including Southeast Asia and North America.
TCL is fully unleashing its firepower on the AI battlefield.
Accelerate AI empowerment.
The Index may return to adjustment in the short term, with a focus on the Diffusion opportunities in the Marine Economy as the theme rotation accelerates.
Track the entire lifecycle of the main Sector.
After a continuous reduction in market trading volume, a short-term directional choice may be faced, waiting for new hotspots to break through.
Yesterday, the market continued a low-volume consolidation structure. From the Index perspective, although it is still in a relatively strong consolidation structure, the narrow fluctuations over the past three days may indicate that the market is facing a new round of directional choices. If it cannot attack with increased volume again, the probability of subsequent corrective consolidation may further increase.
The display chip industry is approaching a cyclical turning point, and the anticipated synergy from leading consolidation is promising.
① The display chip Industry is experiencing a recovery this year. Recently, Xinxiang Micro announced its acquisition of Aixiasheng, which is expected to be a key signal for the industry to reach a turning point; ② Both companies focus on the display chip field, and the integration effect after the company restructuring is significant; ③ Peking Electronic Control is an important Shareholder of Xinxiang Micro, and in its "chip-screen" ecosystem, the synergistic effects between Xinxiang Micro and related parties such as Yandong Micro and JD.com will also be stimulated, becoming an important driving force for the industry's recovery.