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.

cls.cn19:29 ET

Sungrow Power Supply valued at 19 billion, subsidiary will "take over" hefei taihe intelligent technology group, board of directors collectively resign to welcome reorganization | speed read notice

① hefei taihe intelligent technology group board of directors consists of 7 directors, the new board of directors will be recommended by sunshine new energy, including 3 non-independent directors and 3 independent directors; ② Sunshine New Energy is valued at over 19 billion yuan. After the acquisition plan was announced, hefei taihe intelligent technology group experienced nine consecutive trading limit up periods, with a maximum increase of 135.77% during this period.

cls.cnDec 2 09:49 ET

Zhejiang Jinggong Integration Technology signed a contract worth over 100 million USD with GIM company in Saudi Arabia for carbon fiber equipment export to seek new opportunities.| Brief announcement

1. zhejiang jinggong integration technology signed a contract with a Saudi company for a total purchase amount of 0.5 billion US dollars; 2. Market sources indicate that the production line referred to in this contract is most likely a carbon fiber equipment production line; 3. With the domestic oversupply of carbon fiber and capital expenditure contraction, zhejiang jinggong integration technology is seeking development opportunities overseas.

cls.cnDec 2 08:20 ET

[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.

cls.cnDec 2 04:57 ET

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.

cls.cnDec 1 01:51 ET

The first A-share company to complete a repurchase using special loans! This week, deppon logistics and 14 other stocks disclosed repurchase and shareholding refinancing plans. Here is a list of the relevant A-share companies.

① Recently, A-share companies that have obtained repurchase and shareholding loan support continue to expand. According to incomplete statistics from Caixin, this week 14 A-share listed companies have announced the disclosure of repurchase and shareholding refinancing situations (see table); ② Deppon Logistics plans to increase its shareholding by 0.3 billion yuan to -0.6 billion yuan and the loan amount will not exceed 0.4 billion yuan. Fushun Special Steel is the first A-share company to disclose the use of own funds and repurchase special loans to complete the repurchase.

cls.cnNov 30 02:21 ET