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【Data Monitoring】 The trading volume of the chip etf has surged, with strong speculators exceeding 0.3 billion buying into grinm advanced materials.
① The sse science and technology innovation board 50 index increased significantly by 3.61% today, with many chip etfs experiencing a substantial increase in trading volume, among which the grinm advanced materials chip etf fund (588290) saw a 232% month-on-month increase in trading volume. ② The high-priced stock grinm advanced materials, which is hit with a trading halt, received a purchase of 0.309 billion from Huaxin Securities at the Shanghai Wanping South Road branch.
The proposed fundraising will not exceed 2 billion yuan! Xiangtan Electric Manufacturing plans to invest in and build a new project for "low-altitude economy" | Brief announcement.
1. xiangtan electric manufacturing plans to raise no more than 2 billion yuan through private placement, for the serialization research and industrialization project of aviation electrical systems, the research and industrialization project of high-speed electric machine systems using magnetic levitation bearings, and supplementary working capital. 2. The company stated that the funds raised from this issuance will be used to improve and expand the company's main business.
[Data Watch] The four major futures contracts have seen a significant increase in long positions, with algo positions exceeding 0.5 billion selling off grinm advanced materials.
①The main contracts of the four major stock index futures have all increased their long positions by more than 3,000 lots, and the number of long positions is greater than the short positions. ②Stocks related to solid state batteries, grinm advanced materials, were sold by gtja headquarters for 0.505 billion in algo positions, and the stock is also fiercely contested by first-tier private equity funds.
[Data Observation] Institutions have sold off qingdao kutesmart co.,ltd. for two consecutive days, while retail investors and algo are fiercely competing for grinm advanced materials.
① AI asia vets concept stock qingdao kutesmart co.,ltd. experienced a sell-off of 0.106 billion by institutions, with over 90 million sold by institutions yesterday. ② Solid state battery concept stock grinm advanced materials was sold by two top-tier speculative funds totaling over 0.2 billion, while algo seat gtja headquarters brokerage bought 0.261 billion and simultaneously sold 0.19 billion.
The lithium carbonate market is stable with an upward trend, and institutions predict that the inflection point of lithium salt inventory is about to come.
shanghai ganglian e-commerce holdings data shows that on November 1st, the price of lithium carbonate rose by 1000 yuan compared to the previous day, with an average price of 0.074 million yuan/ton. According to the Business Society, the lithium carbonate market has shown a stable and rising trend recently, mainly due to the increased purchasing willingness of downstream customers.
Q3 non-GAAP net profit turned from profit to loss quarter-on-quarter, sinomine resource group's performance "changes color" | interpretations
① Sinomine Resource Group's Q3 non-net income turned from profit to loss; ② Industry insiders analyze that after the bottoming out of lithium carbonate prices in the third quarter, stabilizing rebound is mainly related to the oversupply situation of lithium carbonate in July and August. It is expected that the price of lithium carbonate in the fourth quarter will continue to fluctuate weakly. The current psychological hedge price in the upstream is between 0.078 million-0.08 million yuan/ton. It is expected that the monthly supply of lithium carbonate will turn into surplus in December, and prices will continue to decline.