ShangHai Stock Connect
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Aerosun Corporation, which had six consecutive limit-up days, is expected to report a loss of 0.4 billion, potentially marking the largest annual loss since its listing | Quick read of the announcement.
① Aerosun Corporation has accumulated a net income of approximately 0.4 billion yuan over the last 13 years, and may incur losses in 2024; ② this would set a record for the largest annual loss since the company went public; ③ last year, Aerosun Corporation experienced a continuous rise in stock prices due to the commercial spaceflight concept.
There are abundant Orders on hand. Ningbo Orient Wires & Cables invests 2 billion yuan to expand production | Quick reading of the announcement.
① The backlog of orders is abundant, and Ningbo Orient Wires & Cables plans to invest 2 billion yuan in three phases to construct a deep-sea transmission equipment project; ② Industry insiders say that in the wind power Industry Chain, the submarine cable segment, especially for high voltage submarine cable products, has a good competitive landscape, and a few companies, including Ningbo Orient Wires & Cables, monopolize the market.
Speculating on the "computing power" hotspot and controlling the rhythm of information disclosure! Former Director of Jiangyin Hengrun Heavy Industries, Cheng Lixin, and others manipulated stock prices and were fined 0.14 billion.
① The China Securities Regulatory Commission imposed penalties exceeding 0.14 billion yuan on Jiangyin Hengrun Heavy Industries' former Chairman Cheng Lixin and Ding Jian, Zhang Yazhou, and took measures to ban them from the securities market. ② The three manipulated stock prices through means such as failure to disclose the establishment of a computing power subsidiary, share acquisition agreements, server procurement, and global strategy cooperation framework agreements, exaggerating or falsely promoting the company's Business.
The 'Baoding Car God' is going to produce luxury cars worth a million.
Create top-tier products.
"The offshore money printer" reappears! COSCO Shipping Holdings expects its annual net profit attributable to the parent to double year-on-year | Quick read announcement.
① COSCO Shipping Holdings' container shipping business achieved growth in both volume and price compared to the previous year, with a year-on-year increase of 105.71% in Net income for 2024; ② One of the uncertainties in the shipping market for 2025, the strike at the East Coast ports of the United States, has been avoided, and freight rates on the US routes have already decreased.
After the "Salon" project was abandoned, Great Wall Motor is launching a new brand, with Wei Jianjun personally leading it and the CMO recruitment already started.
① The market news indicates that Great Wall Motor has established a new "Great Wall Brand Ultra Luxury Car BG," with Wei Jianjun serving as the Chairman of the new brand. ② The concept behind the new brand is "high quality, small batch," and the R&D process has been personally supervised by Wei Jianjun. ③ From the organizational appointment and naming of "Great Wall Brand Ultra Luxury Car BG," it is evident that the new brand's positioning is higher than that of Great Wall Group's current brands.
At the CES Technology Spring Festival Gala, there is an explosion of AI companionship products, which are expected to become the fastest-growing AI terminals.
According to media reports, several AI companion products were showcased at this year's CES exhibition. Xinyie Securities' Zhang Lin stated that AI toys, thanks to the significantly enhanced interactive experience, fewer hardware limitations due to non-serious usage scenarios, and lower costs for AI integration, have a solid foundation for application promotion and are expected to become one of the fastest-growing AI terminals.
AI drives the increase in demand for HBM, SRAM, and DDR5, and the Industry Chain of storage chips is expected to recover.
According to media reports, as AI boosts demand for advanced storage chips, Micron Technology will invest 7 billion dollars in the next few years to expand its manufacturing operations in Singapore. The securities firm Yongxing stated that benefiting from supply-side price increases, inventory gradually returning to normal, and AI driving the demand for HBM, SRAM, and DDR5, the Industry Chain is expected to reach a bottom and rebound.
Shanghai is making moderate advancements in the layout of hydrogen-based energy, and policies are expected to promote a double increase in both supply and demand in the hydrogen energy market.
① The General Office of the Shanghai Municipal People's Government issued the "Work Plan for Innovative Development Led by New Energy Storage Demonstration in Shanghai (2025-2030)", focusing on green alcohol and green ammonia, with a long-term goal of forming four hydrogen-based Energy bases in the Lingang New Area, Jiading District, Chemical Zone, and Shanghai Waigaoqiao Free Trade Zone Group. ② Zhang Jin from Huabao Securities believes that with the implementation of related policies, the supply and demand in the "production, storage, transportation, and use" segments of the hydrogen energy market are expected to see a double increase.
Leading mining company is making acquisitions! Zangge Mining is planning a change in control, and Zijin Mining Group intends to take the lead | Summary of the announcement.
Zangge Mining announced a significant notice, planning to transfer 24.72% of its shares, directly indicating a change of control, with the buyer being the mining giant Zijin Mining Group. It is worth noting that in recent years, Zangge Mining and Zijin Mining Group have made considerable moves in the expansion of lithium resources. The change of ownership of Zangge Mining to Zijin Mining Group is just one of several acquisition cases by the latter; looking at 2024 alone, Zijin Mining Group has already undertaken four large-scale acquisitions.
An alternative "going abroad" for centralized procurement of pharmaceuticals and medical devices? The China-ASEAN regional centralized procurement platform for pharmaceuticals has been launched, and the industry anticipates the birth of the first Order.
① Today, the China-ASEAN pharmaceutical regional procurement platform officially launched, with representatives from Shenzhen Mindray Bio-Medical Electronics, United Imaging Healthcare, SIMCERE PHARMA, and other companies present; ② Although the specific implementation plan is yet to be clarified, the industry believes it is undoubtedly Bullish for domestic pharmaceutical companies; ③ The Southeast Asian pharmaceutical market is growing rapidly, but it relies heavily on imported drugs and medical devices.
The expectation of alumina production boosts the market for caustic soda, and the profitability of related listed companies is expected to improve | Industry Dynamics.
① Driven by expectations of downstream Aluminum oxide expansion, on January 7, the Futures Block Orders contract SH2505 for caustic soda reached a high of 3068 yuan/ton, refreshing a nearly one-year high during the trading session; ② Tangshan Sanyou Chemical Industries stated that, supported by the growth in demand for downstream Aluminum oxide and electrolytic Aluminum, caustic soda prices are expected to be running at a high level in 2025.
Star Evening Report | Anjes' Shareholders plan to collectively reduce their shareholding by no more than 3%. Guoke Military Industry's wholly-owned subsidiary signed a sales contract worth 0.739 billion yuan.
① Shanghai Economic and Information Commission: promoting the development of the high-temperature superconducting industry in a chain manner; ② Peking: focusing on cultivating a number of major industrial projects in the fields of integrated circuit research and supporting sectors; ③ Tencent continuously reduced its Shareholding in WEIMOB INC and UBTECH, cashing out 1.67 billion Hong Kong dollars.
Musk: The goal this year is to manufacture thousands of Optimus humanoid robots, aiming for a tenfold increase each year over the next two years.
Musk stated that if everything goes smoothly, the production of humanoid robots will increase tenfold by 2026, with the goal of producing between 0.05 million to 0.1 million humanoid robots next year, and then increasing it tenfold again the following year.
AI takes center stage! The CES Autos exhibition booths have transformed as many automakers strengthen their application of Asia Vets in smart cabins.
① BMW globally debuted its next-generation super sensory intelligent cockpit at the 2025 CES exhibition - featuring the innovative panoramic iDrive and BMW's new generation operating system X. ② ZEEKR also regards the 'intelligent cockpit' as one of the key highlights of its exhibition, announcing a partnership with Qualcomm to jointly develop future-oriented intelligent cockpits.
With a "10%" fee rate spreading, are Banks selling Funds at a loss this time?
MINSHENG BANK, Bank of Qingdao, Industrial Bank, Bank Of Communications, and Agricultural Bank Of China all participated.
Star Evening News | Yongxi Electronics expects to turn profitable in 2024, Suzhou Shihua New Material Technology Co., Ltd. shareholder's concerted action plans to increase shareholding.
① The central bank: Further optimize the re-lending process and expand the scale of equipment upgrading loans; ② Two departments: New purchase subsidies for digital products such as mobile phones, tablets, and smartwatches will be given at 15% of the selling price; ③ The State-owned Assets Supervision and Administration Commission: Accelerate the establishment of a system and mechanism adapted to AI development.
In 2025, the first on the Star! Sunlight Nuohe disclosed the Share Buyback Shareholding loan contract with an interest rate of 1-year LPR minus 115 basis points.
① The loan contract interest rate of Shandong Longertek Technology is a fixed rate, which is the LPR rate minus 85 basis points; ② As of now, three companies listed on the Star have signed contracts with Banks. In addition to Sunshine Nuohua, there are also Suzhou Jinhong Gas Co.,Ltd. and Laier Technology, but neither has disclosed the specific loan interest rate details.
In 2037, veteran Lin Jingzhen stepped down, and the personnel adjustments at the Bank of China continue.
At the beginning of 2025, Bank Of China (601988.SH) welcomed another personnel adjustment. On January 7, Bank Of China announced that Vice President Lin Jingzhen has...
Some initially planned fundraising projects are delayed. Juhe Materials claims there is no substantial impact and will accelerate the layout of the Copper slurry industrialization.
① Juhua Materials stated that the delay of the Delijun project is mainly due to the hard soil quality of the construction site, causing the project delay; ② A person from the company's secretary office said that the current stage of the entire photovoltaic Industry Chain, the process of reducing Silver is a development trend in the Industry, which plays an important role in reducing costs and improving efficiency for Battery.