Military Industry
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Track Hyper | Broadcom beats NVIDIA: Shenzhen Woer Heat-shrinkable Material benefits from it.
Does the ASIC listing in the domestic market not affect making money.
The popularity is second only to ChatGPT! How much computing power does ByteBean need to support it? Which companies are likely to benefit?
The analyst team at Minsheng Securities stated that as ByteDance continues to deepen its layout in AI, the demand for computing power, data, and energy consumption solutions will significantly increase, which will also drive growth in AI Education, advertising services, and other Industries.
Longda Co., Ltd.: Some production capacity of high-temperature Alloy will be released overseas, and the scale of international Business revenue will increase this year | Directly targeting the Earnings Conference
① It is expected that by the end of 2024, the company will establish a production capacity of 5,000 tons of cast high-temperature Alloy mother Alloy and 8,000 tons of deformed high-temperature Alloy in its Sector; in the future, some of the high-temperature Alloy Business Sector's capacity is anticipated to be released overseas; ② Pu Yilong stated that the company will continue to pay attention to relevant policies on mergers and acquisitions from various regulatory authorities and, based on the company's own situation, actively research the work of mergers and acquisitions.
[Data Viewing] Institutions are actively acquiring multiple Copper high-speed connection Concept stocks, while four speculative funds are jointly offloading Leyard Optoelectronic.
① Multiple copper cable high-speed connection concept stocks have been bought by Institutions, among which Ruikeda has been bought by four Institutions for 0.276 billion. ② AI glasses and Robot Concept stocks Leyard Optoelectronic have been sold by four retail trading spots, with a total selling amount exceeding 0.48 billion.
This week, another 10 companies added! Hangzhou Hikvision Digital Technology and several other stocks have disclosed shareholding repurchase plans and renewed loan plans, a list of related A-shares is as follows.
① This week, the special loans for Share Buyback and Shareholding continue to surge. According to incomplete Statistics from Caixin, 10 A-share listed companies announced the relevant situation of Share Buyback and Shareholding related to re-loans (attached table); ② Hangzhou Hikvision Digital Technology plans to use its own funds and special loans for the largest amount of share buyback, with a maximum not exceeding 2.5 billion yuan.
Increase equipment production capacity, China Aerospace Times Electronics plans to invest over 100 million yuan in the Drone project under construction. | Quick read announcement.
① China Aerospace Times Electronics intends to enhance the equipment production capacity for the Yanqing Drone project; ② This planned increase is over 100 million yuan.
[Data Observation] The four major futures indexes have substantially reduced short positions, and two Institutions Sell Leyard Optoelectronic 0.528 billion.
① Among the four major Equity Index Block Orders, only IM has slightly increased long positions, while the short positions in all four contracts have significantly decreased. ② First-line funds maintain a high level of activity, with Siasun Robot&Automation and Consumer still being the key areas of focus.
China's quadruped robot dog is globally leading and is expected to be the first branch of Siasun Robot&Automation to land.
Recently, Yunshenchu and its official partner EasternGreenPower collaborated closely, using the self-developed X30 quadruped robot and digital technology to successfully deliver the Electrical Utilities tunnel inspection solution for the Singapore Energy Group. Additionally, Meng Pengfei from Open Source Securities pointed out that currently, the quadruped robotic dogs in China are globally leading, continually expanding their application from military to civilian uses.
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.
Recently, 13 companies secured over 56.5 GWh of energy storage orders, with the global battery shipment volume doubling in growth, and energy storage companies are expected to benefit from the development of the large storage market in Europe.
① The year-on-year growth rate of global energy storage battery shipments accelerated from 25% in the first half of 2024 to 68% in the third quarter of 2024; ② HSBC Qianhai Securities has raised its forecasts for global energy storage system installations in 2025 and 2026 from 266GWh and 360GWh to 270GWh and 363GWh, respectively, to reflect that the short-term shipment volume of energy storage batteries is stronger than expected and the demand outlook in the china and Middle East markets has improved.
How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.
① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.
Tomorrow, the stock will be suspended as Gao Ling Information plans to purchase equity in Xin Nuo Communication, which once aimed for a star IPO.
① The acquired company Xinnuo Communication applied for a listing on the star in June last year and voluntarily withdrew the application in June this year, terminating the IPO; ② Gaoling Information has shown a declining performance in recent years, with losses in each quarter this year. It stated that the future direction to turn around would be, first, military industry communication, and second, content security business, confirming that revenue will be concentrated in the second half of 2024.
"No hope for any restart"? sai microelectronics inc. Super 5 billion semiconductor project suspended, major funds and actual controllers successively reduce shareholding within the year.
1. Sai Microelectronics Inc. has halted the progress of the 12-inch MEMS manufacturing line project in Hefei High-tech Zone with a total investment of 5.44 billion; 2. Starting in November this year, the first and second largest shareholders of Sai Microelectronics have successively announced their shareholding reduction plans.
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.
Avita has become more aggressive.
Counterattack.
Building the "national team" in the quantum industry! China Telecom's investment in quantumctek co., ltd. completes the approval process, accelerating industrial applications.
①China telecom quantumctek co., ltd. has completed all approval processes for the guodun quantum project and will become a shareholder of guodun quantum. ②China telecom is deepening its layout in the field of quantum technology and further strengthening its cooperation with china university of science and technology.
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.
Increase the proportion of high value-added products Henan Mingtai Al.Industrial plans to change some of the raised funds investment projects | Quick Read Announcement
① In the opportunity of the "Zhengkai 3 million autos industry belt," henan mingtai al.industrial is increasing investment in new energy battery materials and aluminum plates and strips for autos; ② The company has entered high-tech and high value-added fields such as aluminum for new energy, aluminum for new materials, aluminum for transportation, and aluminum for lightweight autos.
Private capital will be introduced in the new approved projects. China National Nuclear Power is still in a stage of rapid growth and development | Highlights from the earnings conference.
① The company will introduce private capital into the newly approved projects; ② "The company's asset scale has exceeded 600 billion yuan and is still in a stage of rapid growth."
Rare opportunity to accurately 'escape the peak'? hongda high-tech holding reduces its shareholding in haining china leather market after ten years | Quick announcement.
1. Hongda High-Tech Holding sold 11.15 million shares of Haining China Leather Market, with a transaction amount of 71.65 million yuan. 2. The company holds a total of 30.3 million shares of Haining China Leather Market, which were acquired before the initial public offering. These shares were unlocked and listed for trading in 2014, and it has been ten years since then. 3. Haining China Leather Market experienced unusual fluctuations in the stock price in the past ten days, with five consecutive limit up movements from November 15th to November 21st, followed by a sharp decline from the 25th to the 27th. The closing price today is 4.88 yuan.