Key technologies in quantum computing continue to make breakthroughs, and Institutions recommend focusing on opportunities in the related industry chain.
On January 21, Honeywell's quantum computing company Quantinuum announced plans to establish a cutting-edge R&D center in New Mexico, USA, which will focus on photonic technology. Zheshang pointed out that, from the perspective of the Industry Chain, opportunities in quantum chips, dilution refrigerators, and other Industry Chain segments should be given special attention.
Wuhan Guide Infrared reports its first loss since going public, with a Q4 expected loss exceeding 0.4 billion yuan | Interpretations
① After three consecutive years of performance pressure, Wuhan Guide Infrared experienced its first annual loss since its listing; ② It is expected that the company's losses in Q4 will exceed 0.4 billion yuan.
The restructuring plan of Nairui Radar has many "secrets": Low Stock Price issuance dilutes Shareholders' interests, the financial data of the acquisition symbol has drastically changed, and an additional financing of 0.5 billion is needed.
① Nayray Radar resumes trading today, the reorganization plan contains many mysteries; ② This includes selecting the "lowest tier" for issue pricing, the financial data of the acquired symbol Tianjin Sigma has changed drastically over the past two years, holding hundreds of millions in excess funds and having ample Cash / Money Market, yet still needing to raise funds to pay for the cash consideration, and behind the so-called industrial synergy effect is that there is currently no supply relationship between the two parties.
The Steel Industry continues to feel the chill. The "top student" Hunan Valin Steel expects a maximum decline of 60% in performance for 2024 | Interpretations.
① Hunan Valin Steel expects to achieve a Net income of 1.7 billion yuan to -2.3 billion yuan attributable to the shareholders of the listed company in 2024, a year-on-year decline of 55% to 67%. ② The company announced on the same day that it intends to repurchase shares using self-owned funds or self-raised funds amounting to 0.2 billion yuan to -0.4 billion yuan, with the repurchase price not exceeding 5.80 yuan per share.
The competition in the wind power industry has reached the component sector, and Tongyu Heavy Industry expects to incur losses in the peak season of Q4 last year. | Interpretations
On the evening of the 21st, Tongyu Heavy Industry announced that it expects a significant decline in performance of about 80% in 2024. According to the company's forecast data, there will be losses in the normally busy fourth quarter. The company stated that intensified competition in the wind power industry and falling product prices have greatly impacted its performance.
Star Evening Report | Crystal Integrated expects a net profit increase of 115%-179% in 2024, and Nairui Radar will resume trading from tomorrow.
① The Ministry of Foreign Affairs responded to Trump's order granting a 75-day grace period for the TikTok ban; ② The Ministry of Industry and Information Technology: pilot deployment of 10-gigabit optical networks by 2025; ③ Guangdong: supports Technology-based enterprises in effectively implementing mergers and acquisitions.