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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.
There is an error in the compensation data! Bank of Xi'an corrects the relevant content of the third-quarter report and issues an apology, more than 10 listed companies received regulatory letters due to errors within the year.
On November 28, bank of xi'an announced that there was an error in its 2024 third-quarter report, hereby correcting it and apologizing. bank of xi'an had not corrected the previous third quarter report, and the relevant data had once caused a public opinion storm. This year, more than 10 listed companies have been issued regulatory letters due to errors in their regular reports.
The assistant general manager Huang Zhongheng is suspected of bribery. The Controlling shareholder of Chuangshi Technology received a notification from the procuratorate | Speed Reading Announcement.
① Today, Chuan Shi Technology announced that the controlling shareholder and actual controller Zhang Gengsheng received a notice from the procuratorial organ, and Zhang Gengsheng is involved in the case and is being sued. ② Director and Deputy General Manager Huang Zhongheng of Chuan Shi Technology was investigated and placed under detention in July this year.
Lishui State-owned Assets Auctioning the shares of the wafer factory, Guoxinwei may become a holding subsidiary of shenzhen minde electronics technology. Latest post-investment valuation is 0.61 billion.
Shenzhen Minde Electronics Technology announced that it plans to use its own funds or self-raised funds to participate in the bidding for 4.9180% equity of Goshen Micro held by Lishui Green Fund, with a starting price of RMB 35.5 million; Goshen Micro has been established for just over three years, with a latest post-investment valuation of 0.61 billion yuan. The revenue and net income from January to July 2024 were 3.02 million yuan and -87.56 million yuan respectively.
The convergence of big finance and technology may continue to lead the bullish trend.
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Costs for 90% of pig enterprises have dropped to the range of 14 yuan: many companies say there is still room for cost reduction. Will profits stabilize next year? | Industry Observation
① 90% of the listed pork enterprises have reduced their costs to the range of 14 yuan per kilogram, including 5 enterprises such as Sunlon, Muyuan Foods, and Wens Foodstuff Group have reduced to the range of 13 yuan per kilogram; ② Many listed pork enterprises have indicated that there is still some room for cost reduction in the fourth quarter and next year; ③ Industry insiders believe that the cost reduction achievements have become the moat for the long-term development of pig enterprises. While helping companies expand profit margins, it also enhances the resilience of the companies against risks.
The latest trends in retirement funds' holdings revealed: In the third quarter, 51 new stocks were added to the top ten list of shareholders by outstanding shares, with unigroup guoxin microelectronics holding the highest market value.
① A-shares third quarter report has been disclosed, and the latest shareholding trends of retirement funds have also emerged； ② The list of the top ten circulating shareholders of 51 new stocks； ③ Attached is the list of A-shares with retirement funds' third quarter additional shareholding market cap exceeding 0.1 billion yuan (see table).
Market rotation between high and low speeds up! The new energy fund track collectively warms up, and the direction of mergers and reorganizations favors the strong.
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China Internet Security Association recommends reviewing intel products! The cybersecurity sector may see strong event catalysts.
The China Cyberspace Security Association stated in a document that Intel's security vulnerabilities are frequent. It is recommended to conduct a cybersecurity review of Intel's products sold in China to effectively protect China's national security and the legitimate rights and interests of Chinese consumers. Sinolink research reports pointed out that there are long-term investment opportunities in the cybersecurity sector, individual stocks in the cybersecurity sector have been adjusting for three consecutive years, and the sector currently combines cost-effectiveness and turnaround logic.
PCI Technology Group's latest winning bid exceeded 1.3 billion yuan, will the situation of consecutive net losses be reversed? | Quick read announcement
1. pci technology group has recently issued multiple winning bid notices, and today after the close of trading announced that the latest winning bid exceeds 1.3 billion yuan; 2. Whether the company's continuous losses in non-net profit over the past two years are expected to be reversed is worthy of attention; 3. The fluctuation of CloudSky Technology-UW's stock price resulted in a fair value change loss of -0.267 billion yuan in the first half of the year, leading to a significant change in profit.
Higher pork prices have enabled listed pig enterprises to enter a "profit-making mode", with Beijing Dabeinong Technology Group's Q3 achieving the peak of annual profits.|interpretations
①Supported by the rise in pork prices, Beijing Dabeinong Technology Group expects to achieve a net income of 2.8 billion-3.2 billion yuan in Q3, a year-on-year growth of 308.4%-338.17%; ②Some industry insiders believe that the breeding sector may continue to maintain reasonable profitability in Q4, and Beijing Dabeinong Technology Group may benefit from the dual-track performance support of the hog and seed sectors.
Ma Daojie resigns as the chairman of unigroup guoxin microelectronics, and will fully promote the listing of Unigroup Spreadtrum.
unicom guoxin microelectronics announced this evening that, due to work adjustments, Ma Daojie has decided to resign from the position of company chairman and nomination committee member, and will instead serve as vice chairman of the company. According to informed sources, Ma Daojie will focus more energy on the development of Unigroup Spreadtrum and accelerate the IPO process.
China Mobile has entered the game! The four-legged robot dog has arrived.
①China Mobile showcased its self-developed humanoid robot for the first time, which is expected to mainly serve household scenarios in the future, with formal commercial use expected in 3-5 years; ②China Mobile is planning to pilot the deployment of humanoid robots for simple tasks in semi-structured scenarios in retirement homes or communities next year.
National Bureau of Statistics promotes compliant circulation trade of data, and the industry chain is expected to usher in a new round of policy catalysis.
1. The National Bureau of Statistics has publicly solicited opinions on the 'Guiding Opinions on Promoting the High-quality Development of the Data Industry'. It mentions promoting compliant circulation and trade of data. 2. Southwest Securities pointed out that a series of institutional documents issued by the National Bureau of Statistics are expected to regulate key difficult points such as the imperfect systems for rights confirmation, pricing, and circulation, accelerate the pace of industrial landing, and the industry chain is expected to receive intensive policy catalysts.
Nanjing will achieve full open road testing and demonstration application in 2026, and the policy and industry will resonate with the V2X ecosystem.
Nanjing announced on its official WeChat account that by 2026, it will gradually connect four core demonstration zones and other areas of the city to the platform, achieving comprehensive open road testing and demonstration applications.
【Data Analysis】IF futures long positions increased significantly, three powerful institutional investors joined forces to rush to buy Talkweb Information System.
①If the main contract for stock index futures has added more than 1,700 long positions, the added quantity is significantly greater than the short positions. ②Xinchuang and Hongmeng concept stock, Talkweb Information System, was bought by three first-tier institutional investors, with a total purchase amount of over 0.12 billion.
Huawei's Full Connection Conference will be held today. Institutions are bullish on the acceleration of HarmonyOS ecosystem construction.
The 9th Huawei All-Connected Conference will be held from September 19th to September 21st, 2024. The content/topics of this conference include HarmonyOS ecosystem construction and native development.
Jiangsu Provincial Data Group unveiled, institutions said that the annual growth rate of the data industry is expected to exceed 20%.
①According to media reports, recently, Jiangsu Data Group Co., Ltd. was established with a registered capital of 3 billion yuan. The company is jointly owned by Jiangsu Communications Holdings Co., Ltd., Jiangsu Broadcasting Cable Information Network Corporation, etc. ②Huachuang Securities analysis said that the development of the data industry has achieved significant results, and the CAGR (Compound Annual Growth Rate) is expected to maintain above 20% in the next few years.
The second largest fine in the payment industry this year has been issued, with Youzan Payment being heavily fined 27.87 million yuan, while Lakala, Du Xiaoman, and others have been "double punished".
The Beijing branch of the People's Bank of China disclosed five penalty orders for payment institutions on September 10th. Among them, Yoozhang Payment was fined 27.87 million yuan, setting the second largest penalty in the payment industry this year, and both former CEOs were fined, which is rare. Experts in the industry say that regulatory oversight is becoming more detailed, with requirements for complete record-keeping from service agreement formats to transaction information. From the perspective of regulatory trends, the dual penalty system for the payment sector is still in effect.
asia vets wearable device category is expanding rapidly, and the related industry chain is expected to experience explosive growth.
Huajin Securities stated that with the development of technology, the categories of wearable devices are also expanding rapidly. Wearable devices continue to evolve, and the related industry chain is expected to experience explosive growth.