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

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

Expanding internet of things asia vets terminals, Kangxi Communication plans to acquire 51% of the shares in Chip Zhongxin.

Kangxi Communication stated that the planned acquisition of the target company will help improve Kangxi Communication's existing Wi-Fi RF front-end chip products, supplementing the company's capabilities in terms of technology, revenue, etc. in the internet of things industry. Industry investors stated that in terms of smart control modules, Chip Inside could save on the intermediate price difference by purchasing Kangxi Communication's Wi-Fi chips, thereby driving down the costs of related products.

cls.cnNov 25 23:55 ET

Trading Halted! Shenzhen Goodix Technology intends to acquire display driver chip assets. The target company had planned for an IPO. | Quick Read Announcement

1. Shenzhen Goodix Technology intends to purchase controlling stake in Yungen Technology, entering the field of display driver chips; 2. Yungen Technology's AMOLED display driver chip sales lead domestically, with previous IPO plans; 3. Shenzhen Goodix Technology's profitability has declined significantly in recent years, seeking to increase revenue is an important task.

cls.cnNov 22 10:46 ET

Emergency suspension on Monday ended on Thursday. The trade involving a-zenith home furnishings' "change of ownership" did not reach an agreement. The stock price has been rising for several days before the announcement of information disclosure.|Quick re

① This week, a-zenith home furnishings announced the termination of plans for a change in control after issuing an emergency suspension announcement before the market opened on Monday, and will resume trading from the start of business tomorrow. ② a-zenith home furnishings stated that the controlling shareholder has discussed the core terms of this trade with the acquirer, and prior to the suspension, the stock price of a-zenith home furnishings had risen for several consecutive days. ③ a-zenith home furnishings has been under ongoing pressure in performance, and if the financial indicators for the year 2024 do not improve effectively, there is a possibility of being subject to a delisted risk warning.

cls.cnNov 21 08:52 ET

The fluctuation of the photovoltaic cycle far exceeds the past. Representatives of leading companies suggest considering transformation earlier if things are not going well.

① In the case of a divergence between prices and costs, the photovoltaic industry has fallen into a crisis not seen in recent years, with prices at various stages declining by 60%-80% compared to the peak in 2023; ② Long-term losses are unacceptable in any industry, and with market growth slowing, it has become very difficult to resolve the current capacity issues. This cycle may last longer.

cls.cnNov 20 01:27 ET