This week, another 10 companies added! Hangzhou Hikvision Digital Technology and several other stocks have disclosed shareholding repurchase plans and renewed loan plans, a list of related A-shares is as follows.
① This week, the special loans for Share Buyback and Shareholding continue to surge. According to incomplete Statistics from Caixin, 10 A-share listed companies announced the relevant situation of Share Buyback and Shareholding related to re-loans (attached table); ② Hangzhou Hikvision Digital Technology plans to use its own funds and special loans for the largest amount of share buyback, with a maximum not exceeding 2.5 billion yuan.
Huawei Shengsi Artificial Intelligence Framework Summit will soon be held to accelerate the prosperity of AI applications
① According to media reports, on December 14, the Shengsi Artificial Intelligence Framework Summit will be held in Beijing. ② CITIC Securities said that the model ecosystem is booming rapidly, and it is expected that in 2025, with the support of upgrading model capabilities and lowering the threshold for industrialization, combined with the implementation of applications such as agents, the commercialization of AI will continue to accelerate.
Another celebrity semiconductor project "sells itself": 8.5 billion unicorn Yunying Valley is planned to be acquired by Shenzhen Goodix Technology, which had previously launched a sprint for IPO.
① Recently, Shenzhen Goodix Technology announced that it plans to acquire 100% of the shares of Yunying Valley Technology through the issuance of shares and cash payment. ② From the founding team's background, valuation status, and market position, Yunying Valley Technology can be considered a star project.
The four associations suggest cautious procurement of usa chips, while domestic chips welcome a catalytic opportunity.
On the evening of December 3rd, the China Internet Association, China Semiconductor Industry Association, China Auto Industry Association, and China Communication Enterprises Association successively released statements, recommending caution in purchasing usa chips. East Sea Securities stated that the current domestic production rate of automotive chips in china is only about 10%, indicating significant growth potential.
[Data Analysis] Siasun Robot&Automation ETF trading volume continues to surge, as speculative capital and algo work together to grab shares of Gosuncn Technology Group.
① The siasun robot&automation ETF (562500) trading volume increased by 49% compared to last Friday, and the ETF's trading volume has significantly increased for two consecutive trading days. ② asia vets concept stock gosuncn technology group received buy orders totaling nearly 0.3 billion from four top-tier institutional investors and buy orders exceeding 70 million from one algo trading seat.
Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.
① The proportion of hundreds of billions of private equity firms in the top ten of the private equity research ranking has decreased, with the top position being held by Zhengyuan Investment, the only private equity firm with over a thousand research visits this year; ② Overall, private equity is more focused on stocks in the star; ③ Several hundred billion private equity firms are still clustered around researching hangzhou hikvision digital technology and luxshare precision industry; ④ This year, Feng Liu has researched hangzhou hikvision digital technology three times, and Deng Xiaofeng has researched luxshare precision industry four times.