ShangHai Stock Connect
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Investing over 2 billion again! Zhongbao Investment, along with New China Life Insurance and others, establishes a new Fund as integrated circuit investment transforms from a "marathon" into a "relay race."
① Shanghai has become one of the centers of the integrated circuit industry in China, with significant contributions from insurance capital; ② China Insurance Investment and others have established a Fund, investing over 2 billion to take shares in the Shanghai integrated circuit Fund; ③ The advanced manufacturing industry, which is highly capital and technology-intensive, requires "live water" from insurance financial capital.
Star Evening News | Since the "Eight Measures", the first unprofitable company on the Shanghai Stock Exchange has passed the review for Refinancing. Diao Wei has initially set the inquiry transfer price at 17.73 yuan/share.
① Two departments: Urge Software companies to develop legitimate software products and solutions suitable for teaching and research; ② Henan: Promote the research of new crystalline silicon CECEP Solar Energy Battery technologies such as heterojunction and perovskite/stacked; ③ Tesla Cybertruck has completed the energy consumption declaration to the Ministry of Industry and Information Technology.
Shichuang Energy: Actively promoting mass production of stacked grid technology, cooperation with Tongwei Co., Ltd is ongoing | Direct report on the Earnings Conference.
① The company chairman stated that the stacked cell components can effectively solve the shading problem on the surface of the Battery, thereby improving efficiency, and can also significantly reduce Silver consumption and lower costs, representing another major innovation for the company in cost reduction and efficiency enhancement; ② The company has applied for a patent regarding the use of edge materials, and the application of half-cell technology is more effective for Batteries with higher efficiency.
State-owned large banks are following up again, and the Postal Savings Bank Of China has disclosed the list of external collection agencies for personal consumer loans. The bank's collection business is becoming increasingly standardized.
① The Postal Savings Bank Of China, Bank of Communications, and several other banks have recently continued to announce the list of external collection Institutions they collaborate with, which is related to the requirements of regulatory authorities. ② As the relevant collection work becomes increasingly standardized, the likelihood of previously common violations will significantly decrease. ③ In addition to the disclosure of the external collection list for consumer loans by Bank of Communications and the Postal Savings Bank Of China, some other banks have also recently disclosed the list of credit card collection Institutions on their official websites.
[Data Watch] Multiple soybean bag concept stocks were Sold by Institutions, while private funds and Algo collaborated to invest in Zhejiang XCC Group.
① Today, the soybean bag concept stocks surged, but many stocks were sold by Institutions, with Espressif Systems being sold off 0.192 billion. ② The Robot Concept stocks of Zhejiang XCC Group received nearly 0.25 billion in purchases from two leading speculative positions; it also received 0.139 billion from one Algo position.
Top 10 electric vehicle sales in November: BYD's monthly sales again exceed 0.5 million vehicles, while Chongqing Sokon Industry Group Stock unfortunately drops off the list.
① In November, 9 auto companies saw year-on-year retail sales growth, and 8 auto companies experienced month-on-month growth; ② BYD has already met its annual target, while Chongqing Sokon Industry Group Stock has dropped out of the TOP 10 list.
A lifetime ban on a single document has exposed a 4 million "loan turnover" case, involving the branch manager of the Bank Of Xi'An, with a court identifying suspected economic crimes.
On December 10, the official website of the National Financial Regulatory Administration disclosed that Qin Jiang, the then president of the Health Road Branch of Bank Of Xi'An, was banned for life due to "violations in Crediting Business and inadequate management of employee behavior." The People’s Court of Dali County, Shaanxi Province, found that the four defendants clearly had suspicions of economic crimes, and according to relevant regulations, the actions in this case should be adjudicated to dismiss the prosecution and transfer the relevant criminal materials to the public security authorities.
Google has released the quantum computing chip Willow, accelerating the Global research and application of quantum Technology.
① Google CEO Sundar Pichai stated that the newly released quantum computing chip Willow has practical applications in drug discovery, fusion energy, and Battery design. ② Minsheng Securities pointed out that quantum computing is expected to disrupt classical computing architecture, becoming a disruptive force in solving the bottleneck of AI computing power, or becoming an important lever for developing new productive forces.
The Fund Phase I plans to reduce its Shareholding in Guoxin Technology and Yandong Microelectronics and still holds shares in 28 A-share companies.
① The first phase of the Fund is in the last year of its investment plan's recovery period and currently still Holds shares in 28 A-share companies; ② The first phase of the Fund announced in June this year a Shareholding reduction in GuoXin Technology and YanDong Wei, but neither was carried out according to the upper limit of the planned Shareholding reduction stated in the announcement.
The leading fluorite company is going overseas to mine, China Kings Resources Group invests 0.173 billion in the Mongolia project | Read the announcement.
① Following the investment in mineral resources in Mongolia, China Kings Resources Group is extending its Industry Chain by laying out a mineral processing plant, with a total investment expected to exceed 0.347 billion yuan; ② The launch of the Mongolia project means that the fluorite expansion plan of China Kings Resources Group is basically being implemented.
Accelerate the layout of overseas localized production, Haiyou New Materials plans to establish a subsidiary in the USA to produce photovoltaic packaging adhesive films.
① Haiyou New Materials is accelerating its Global Strategy in the overseas market, actively expanding into the USA, Turkey, India, and other overseas markets; the company's overseas revenue accounted for 2.28% in the 2024 mid-term report. ② Haiyou New Materials stated that the competitive landscape in the photovoltaic film segmentation market has recently become more severe, with prices of the film raw materials EVA and POE Resin declining, but the effects of adjustments on the supply side of the film are also becoming more evident.
The interim dividends of China CITIC Bank Corporation and Xiamen Bank Co., Ltd. will be distributed this week. The number of banks that have announced dividend plans has increased to 21, and there is still a "red envelope" of 233.4 billion on the way.
① As listed Banks increase dividend frequency through mid-term dividends, investors can enhance their reinvestment opportunities. ② At the same time, the sustainability of Banks' dividends is strengthened, sending a positive signal to the market, which is expected to boost confidence in Banks' capital management abilities and financial health.
In the midst of competition, can CanSino Biologics Inc. provide a satisfactory answer to the market?|Focus
① In the next three years, CANSINOBIO will primarily focus on the vaccine market for infants aged 0-6; ② Furthermore, CANSINOBIO will continue to deepen its expansion into overseas markets. Currently, the company has established stable and long-term Global Strategy partnerships with partners in target markets such as Southeast Asia and the Middle East, while also expanding the Global vaccine supply system through cooperation with international organizations and multiple governments.
The Evergrande Group faces a debt collection of 2 billion from Shandong Hi-Speed due to mistakes made.
① Due to the payment issues related to the equity transfer from Evergrande, a new round of tug-of-war has arisen over the debt disputes between influential state-owned enterprises in Shenzhen and shandong; ② Shandong hi-speed stated on the Shanghai Stock Exchange e-interaction platform that, as of now, the court has not yet made a ruling on the case. Meanwhile, Changying Jincheng has successively submitted the "Application for Restoration of Enforcement" to the court three times on June 14, September 19, and November 18, 2024.
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Last night, china assets went "crazy."
Overnight, the nasdaq Golden Dragon china index rose over 8.5%, marking the best single-day performance since the end of September. Popular Chinese concept etfs surged collectively: the largest MCHI increased by 7.7%, the FXI, which tracks large Chinese companies in the Hong Kong stock market, rose over 8%, and the only major Chinese concept etf tracking the A-share market, ASHR, gained nearly 7%. The most insane increase came from the three times leveraged FTSE China, YINN, which soared 24% overnight and continued to rise over 2% after hours.
Debang Technology: Several chip-level packaging materials have been introduced in large quantities, and it is expected that the domestic production rate of Semiconductor materials will steadily increase this year | Direct coverage of the Earnings Conferen
① The company's integrated circuit sector currently generates sales mainly from a series of products including UV films, die attach materials, thermal conductive materials, and other chip packaging materials; ② Jie Haihua stated that the domestic production rate of semiconductor materials is still at a low level, with great potential, and many products are in the certification and expansion stages, expecting a steady growth trend this year.
Not recognized by the capital markets? Guangxi Liuyao Group: The company's stock price does not match its value | Direct coverage of the earnings conference.
1. At the earnings conference, the chairman of guangxi liuyao group, Zhu Chaoyang, stated that the company's market cap, stock price, and company value are not aligned; 2. The company secretary Xu Yang stated that the company will improve the issue of high accounts receivable through measures such as strengthening the assessment of collection indicators for business personnel; 3. Xu Yang introduced the progress of the company's AI application business in response to investors' concerns.
0.15 billion! Wuxi AppTec invested in a French VC, adding to the European biomedical market.
① Wuxi Apptec plans to invest in the "Jeito II S.L.P." fund, with a total target scale not exceeding 1.2 billion euros, and the fund is expected to invest in 14-17 medical innovative startups. ② Previously, Wuxi Apptec planned to invest 10 million euros in another well-known biotechnology investment institution in Europe, focusing on early-stage biomedical companies in Europe.
Daqian Energy: Q4 production is expected to reach a maximum of 0.034 million tons, taking measures to reduce energy consumption and lower costs to improve efficiency | Directly hitting the earnings conference.
① On the operational planning aspect, its vice director Xu Xiang stated, "The company will continue to optimize parameters and processes for key energy-consuming segments and critical devices, and adjust the procurement indicators and standards for raw and auxiliary materials to achieve the continuous increase in the proportion of N-type silicon materials, enhance the single furnace output, and reduce energy consumption." ② In the third quarter, Daqiang Energy's production of N-type polysilicon was 0.033 million tons, accounting for 75.1% of the total production during the period.