【Illustration of Bull and Bear Stocks】The Copper cable high-speed connection Concept is performing strongly against the trend, with ZTE's Block Orders net Inflow reaching 6.198 billion yuan.
① This week, the three major A-share Indices continued the pullback trend from last week, and the market Volume has noticeably shrunk; ② The WeChat small store Concept stocks had significant gains, with Hunan Friendship & Apollo Commercial's weekly increase at 61.30%; ③ Domestic companies are increasingly demanding high-speed Copper cables in the fields of Asia Vets connected Autos, industrial automation, and Datacenter.
The "Dual Wheel Drive" Technology Global Strategy of Zhongying has encountered setbacks, leading to the failure of a 1 billion-level acquisition of a leading company in brushless Electric Machine | Quick announcement.
① Zhongying Technology has terminated the acquisition of Botemon Electric Machine because the parties involved could not reach an agreement on the final plan; ② Botemon holds a 30% market share in the New energy Fund brushless electric machine sector, and Zhongying Technology had hoped to achieve a dual drive of "New Materials + Thermal Management" through the acquisition; ③ Zhongying Technology has MMF of 0.122 billion yuan on its books, and to complete this acquisition at the level of 1 billion, it may require a large amount of bank loans and other external financing.
[Data analysis] The trading volume of the CSI Cons Stap ETF surged 11 times, with multiple speculators fiercely competing for Sunwave Communications.
1. The trading volume of multiple U.S. stock-related ETFs surged, with the CSI Cons Stap ETF (159529) seeing a 1163% increase in trading volume compared to yesterday. 2. During intraday trading, Sunwave Communications experienced a 'ceiling floor' event, with three top-tier trading firms collectively buying nearly 0.3 billion, while two other top-tier firms collectively sold 0.174 billion.
Zheng Jianbo plans to "take control" of xuancheng valin precision technology, while sunwave communications previously acquired its venture at a huge cost but suffered significant losses | Quick read announcement.
① Xuancheng Valin Precision Technology plans to increase its capital by 30% of its shares, raising 0.453 billion yuan. After subscribing, Zheng Jianbo will replace the Huang Yuhua family as the new actual controller; ② The new owner, Zheng Jianbo, founded Giant Network Technology, which was acquired by Sunwave Communications for a huge sum, resulting in a goodwill impairment loss of 0.8 billion yuan for Sunwave Communications after the trade.
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.