ShangHai Stock Connect
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Big changes! China Northern Rare Earth cancels the listing price and adopts the real-time Quote from the Rare Earth Exchange. Is the Trade for rare earth prices based on the "Baotou Index" being put on the agenda?
① Starting from January 2025, China Northern Rare Earth will no longer publish listed prices, and future long-term contract prices will use the real-time Quote from the Rare Earth Exchange; ② The Rare Earth Exchange will collect prices, and the landscape of rare earth Quote merchants will undergo a "major reshuffle," and the related Trade prices of rare earth concentrates may also change; ③ China Northern Rare Earth adopting the Quote from the Rare Earth Exchange is more fundamentally aimed at creating a rare earth price trading "Baotou Index."
Youyan Silicon: This year, the production capacity of 8-inch wafers will reach 0.25 million pieces per month, with future plans aimed at the construction of new 12-inch wafer production capacity | Highlights from the Shareholder meeting.
① A representative from the company's board secretary office stated that there is still a strong demand for 8-inch silicon wafers, and in the short term, there won't be a situation where 12-inch silicon wafers replace 8-inch silicon wafers; ② Regarding the progress of the 8-inch silicon wafer fundraising project, the company expects that by the end of 2025, the production capacity of 8-inch silicon wafers will achieve a breakthrough of about 0.25 million wafers per month.
The positive rate of influenza viruses nationwide continues to rise, and the sales of Against Influenza drugs continue to grow.
① According to the latest data from the China Center for Disease Control and Prevention, the positivity rate of influenza viruses continues to rise, with over 99% being type A influenza. ② As the number of influenza infections increases, the sales of antiviral drugs against influenza have also been growing recently. Currently, the antiviral flu medications available domestically mainly include Oseltamivir, Abidol, Mabalaosavir, Zanamivir, and Peramivir.
This week, 15 more companies have been added! Jiangsu King's Luck Brewery Joint-Stock and several other stocks have disclosed buyback shareholding and refinancing plans. Here is a list of related A-shares.
1. The Share Buyback and Shareholding re-loan policy has been optimized. According to incomplete statistics from CaiLianShe, 15 A-share listed companies have announced the details regarding Share Buyback and Shareholding re-loan (see attached table); 2. Jiangsu King's Luck Brewery Joint-Stock's controlling shareholder has obtained the highest amount of special loan, which is 0.49 billion yuan.
Involving TOPCon Battery module technology, JinkoSolar is suing LONGi Green Energy Technology for patent infringement.
① JinkoSolar has sued LONGi Green Energy Technology in the Intermediate People's Court of Nam Cheong, involving TOPCon Battery technology and component technology; ② Integrated companies ranked among the top in component shipments have either actively or passively become involved in the photovoltaic patent disputes. Some analysts believe that the strength of patent protection in the photovoltaic Industry will continue to increase in the future.
0.972 billion! Farasis Energy (Gan Zhou) Co., Ltd. has "changed ownership" to Guangzhou State-owned Assets.
① The controlling shareholder of Farasis Energy (Gan Zhou) Co., Ltd. may be changed to the Industrial Control Group, and the actual controller may change to the Guangzhou Municipal People's Government; Stocks will resume trading from the morning of January 6; ② The company had announced an Equity Transfer matter in August 2023 and terminated it in November of the same year. However, at that time, the Equity Transfer price was 28.37 yuan per share, with a total Trade price of 1.728 billion yuan, far exceeding the price disclosed today.
Plan to acquire Electric Machine Business to enter the Siasun Robot&Automation sector. The leading automotive parts company IKD Co., Ltd. revitalizes its "machine" | Quick read announcement.
① Although the acquisition of Zhuoerbo by IKD Co., Ltd. is not well-known, it still attracts market attention due to the uniqueness of its main Business; ② Based on the needs of Operation, IKD Co., Ltd. has established a wholly-owned subsidiary, Shundong Robot Technology (Ningbo) Co., Ltd. in December 2024; ③ The pricing of this Trade will be based on the report provided by the evaluation Institutions and will be determined through negotiation among the parties involved.
The Great Wall's profit responsibility has been upgraded.
The new year begins.
Kweichow Moutai's 2024 performance has "initially submitted": annual growth exceeds 15%, and Moutai's base liquor has reduced production for the first time.
Response cycle.
Significant increase in net profit! Baida Group Co.,Ltd sold another 0.17 million shares of Bank Of Hangzhou, as strong bank stocks were frequently subject to Shareholding last year.
On the evening of January 2, Baida Group Co., Ltd. (hereinafter referred to as Baida Group) announced that in December last year, the company sold 170,000 shares of Bank of Hangzhou, with a transaction amount of approximately 2.42 million yuan. Throughout last year, the Shareholding reduction of Bank of Hangzhou stocks cumulatively impacted the Net income attributable to the shareholders of the listed company by 13.9799 million yuan, accounting for 103.01% of the most recent audited Net income attributable to the shareholders of the listed company.
Moutai liquor production cuts? Individuals close to Kweichow Moutai: last year's production remained within a normal and orderly Range | Quick read announcement.
In 2024, Kweichow Moutai plans to produce approximately 0.0563 million tons of Moutai liquor, a decrease of 1.58% year-on-year. Last year, increased marketing investments in the Moutai series of liquors and the higher proportion led to a decline in the company's overall net margin, which may have fallen below 50% last year, reaching the lowest level since 2018. Amid soft stock prices, Kweichow Moutai officially initiated a buyback, with nearly 0.3 billion yuan repurchased on the first day.
After being vacant for more than two years, Zheng Guoyu was elected as the new Chairman of the Postal Savings Bank Of China, previously serving in the Bank Of China and Industrial And Commercial Bank Of China.
① This afternoon, the Postal Savings Bank Of China announced that, following a resolution by the Board of Directors, Zheng Guoyu has been elected as the Chairman of the Postal Savings Bank Of China, and his qualification is subject to approval by the National Financial Regulatory Administration before taking effect; ② Zheng Guoyu currently serves as a director, general manager, and chief compliance officer of China Post Group Co., Ltd. He has previously held the position of vice president at both the Bank Of China and the Industrial And Commercial Bank Of China.
As Trump 2.0 approaches, the Shanxi Guoxin Energy Corporation is initiating a "self-rescue" operation in the USA NENGYUANHANGYE.
In Washington, executives from NENGYUANHANGYE met with Republican congressmen before the December holidays to adjust the industry's promotional strategy. Unlike past promotional campaigns that emphasized "clean and economical," they began to highlight the ability of Wind Power projects to "meet energy needs."
Not just a simple "split": The multifaceted considerations behind the sale of WUXI APPTEC's CGT Business.
In an era where Globalization and protectionism coexist, the rapid iteration of cutting-edge technologies, alongside multiple constraints from policies and capital, poses unprecedented challenges for pharmaceutical innovation companies.
December electric vehicle report card: BYD monthly sales of 0.515 million vehicles, "Weilai, Xiaopeng, and Ideal" all reach new highs.
On January 1, 2025, China's mainstream electric vehicle brands delivered impressive results for December.
Pang Donglai has been elevated to the "altar".
However, apprentices find it difficult to replicate.
Ningbo Ronbay New Energy Technology: It is expected that the scale-up of sodium batteries will be implemented next year and cooperation is being promoted with downstream humanoid robot clients | Direct report on the Earnings Conference.
① Manganese iron lithium products have obtained demand for thousands of Autos orders from leading power battery companies; recently signed a bulk purchase agreement for Cathode Material with Sodium-ion Batteries companies, and large-scale implementation is expected next year; ② The second phase of production capacity at the South Korea plant is undergoing debugging work, and production is expected to start in early 2025; the Europe plant is expected to complete its first phase of construction before the end of 2025 and has completed the registration of its North American subsidiary.
Why is Wingtech Technology undergoing a strategic transformation at this time? | K Commentary
The effect of Wingtech Technology's recent Business adjustment will be how, and what kind of company it will be in the future is worth our continued attention.
Brokerage morning meeting highlights: It is expected that 2025 will be the first year when the Real Estate Industry truly achieves stability and long-term development.
At today's Brokerage morning meeting, CITIC SEC proposed that 2025 will be the year when the Real Estate Industry truly stabilizes and moves forward; Tianfeng stated that industry demand is expected to recover, and the Autos Sector may gradually become optimistic; China Securities Co.,Ltd. pointed out that the current valuation of the Baijiu(Chinese Liquor) Sector remains low overall, highlighting its long-term investment value.
The expectation of rising prices for Anode Material is gradually emerging, and Analysts say that the prices of Lithium Batteries may have already bottomed out.
① According to multiple interviews by the Financial Association reporters, the expectation of price increases in the Anode Material industry is gradually emerging. An Analyst predicts that some models of Anode Material may see slight increases in Q1 next year, with leading companies' processing fees expected to rise by 500 to 1000 yuan/ton in January. ② Citibank Analysts released a research report stating that Lithium Battery prices may have bottomed out and could see slight increases by 2025.