The annual conference of the photovoltaic industry will be held. Analysts state that the price bottom of the industry has already been clarified.
① The China Photovoltaic Industry Association will hold the "2024 Photovoltaic Industry Annual Conference" in Yibin City, Sichuan Province from December 4 to 6. ② Xu Baiqiao from Haitong International Securities stated that the industry is currently in a stage of clearing and adjustment. As the end of the year approaches, the concentration of signing orders may increase, leading to potential price fluctuations. However, the overall room for decline is limited, the price bottom is already clear, and the photovoltaic industry is accelerating its return to order.
Anji Microelectronics Technology: Will not engage in single low stock price competition, will continue to strengthen the introduction of domestic products | Directly hit earnings conference
① Wang Shumin, chairman of Anji Technology, said that the company's 2024 performance expectations will continue the growth trend of the first three quarters; ② Yang Xun, secretary of the board of directors of Anji Technology, said that the company's capacity utilization rate is currently at a healthy level.
Multiple countries are increasing support for the semiconductor industry, and sector performance may gradually improve quarter by quarter.
Recently, multiple countries are increasing their support for the development of the semiconductor industry. On November 29, the German government is preparing to provide billions of euros in new investment to the country's semiconductor industry. On November 27, in order to support the development of the semiconductor industry, the South Korean Ministry of Finance announced plans to introduce 14 trillion Korean won (approximately 72.8 billion yuan) in low-interest loans next year.
【Data Monitoring】 The trading volume of the chip etf has surged, with strong speculators exceeding 0.3 billion buying into grinm advanced materials.
① The sse science and technology innovation board 50 index increased significantly by 3.61% today, with many chip etfs experiencing a substantial increase in trading volume, among which the grinm advanced materials chip etf fund (588290) saw a 232% month-on-month increase in trading volume. ② The high-priced stock grinm advanced materials, which is hit with a trading halt, received a purchase of 0.309 billion from Huaxin Securities at the Shanghai Wanping South Road branch.
Jiangsu Amer New Material changed its major shareholder, with Wang Wenjing, known as the 'Copper King', stepping down and the 'Jiuding Group' returning after 4 years | Quick read announcement.
① Jiangsu amer new material announces that its controlling shareholder has changed to Jiuding Group, and the actual controller has changed to Gu Qingbo; ② As the only publicly listed company under Jiangsu Group, the change in control of Jiangsu amer new material means that "copper king" Wang Wenyin will no longer hold any listed company; ③ Jiangsu amer new material was originally named "Jiuding new material", and the original major shareholder and actual controller were indeed Jiuding Group and Gu Qingbo.
blackstone Investments and 14 other institutions formed a consortium to invest in kuang-chi technologies. Super materials have also set their sights on the low-altitude economy.
1. kuang-chi technologies introduced three strategic investors through equity transfer agreements, two of which have state-owned backgrounds; 2. Recently, kuang-chi technologies has been focusing on the low-altitude economic industry, releasing the world's first all-body super material drone this month.