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.cnDec 3 19:29 ET

The leading traditional network security company is planning to cross into the low-altitude economy! Hangzhou dbappsecurity co., ltd. intends to acquire 5.33% equity of the national equities exchange and quotations company Fanship Technology, with the tar

①hangzhou dbappsecurity co., ltd. intends to use its own funds of 40 million RMB as consideration to acquire 5.33% equity of Fan Shuang Technology, and will enter the low-altitude economy track through investment in the drone business. ② The target company Fan Shuang Technology is currently a National Equities Exchange and Quotations listed company focusing on technology security field, and its products are widely used in multiple industries such as public security, military, energy, with a current valuation of 0.75 billion RMB.

cls.cnDec 3 09:54 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

Twelve departments issued the "5G Large-scale Application 'Set Sail' Action Upgrade Plan," and the industry chain is expected to welcome new opportunities.

① The Ministry of Industry and Information Technology and eleven other departments issued the "5G Scale Application 'Set Sail' Action Upgrade Plan," aiming to fully achieve 5G scale application by the end of 2027. ② Galaxy Securities believes that the attention on 5.5G is gradually increasing, and new application scenarios are driving the industry chain for base stations, with key components such as antennas, filters, power amplifiers, and PCBs expected to embrace new opportunities.

cls.cnNov 25 18:58 ET

Kuaijishan shaoxing rice wine: Strengthen promotion leads to a significant increase in sales expenses, with revenue from high-end huangjiu increasing by over 60% | Directly hitting the earnings conference

① General manager Yang Gang stated that from January to September, the revenue growth of the high-end brand Lanting series compared to the same period last year was about 60% to 80%; ② The huangjiu(chinese liquor) cold drink activity focuses on guiding consumer habits, with evident lag effects in the results of the activity; ③ Products such as sparkling huangjiu(chinese liquor) and sparkling rice wine have shown significant growth compared to last year.

cls.cnNov 13 04:34 ET

Refrigerant leader zhejiang juhua: Some products in Q4 have stabilized and stopped falling, opportunities outweigh challenges next year | Directly hit the earnings conference

①It is expected that refrigerant prices will rebound comprehensively in Q4, while non-refrigerants will stabilize; ②Look optimistically at next year's performance prospects, highlighting the coexistence of opportunities and challenges; ③Next year, the upward trend of refrigerants is strong, and the competitive landscape has improved somewhat; ④Non-refrigerants are still in surplus, but the risks of a large decline over the past two years have been released.

cls.cnNov 12 05:13 ET