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 four associations suggest cautious procurement of usa chips, while domestic chips welcome a catalytic opportunity.

On the evening of December 3rd, the China Internet Association, China Semiconductor Industry Association, China Auto Industry Association, and China Communication Enterprises Association successively released statements, recommending caution in purchasing usa chips. East Sea Securities stated that the current domestic production rate of automotive chips in china is only about 10%, indicating significant growth potential.

cls.cnDec 3 19:02 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

Avita has become more aggressive.

Counterattack.

wallstreetcnDec 3 04:20 ET

Unreasonable suppression! The Biden administration announced the latest semiconductor export restrictions to China. How will this affect various aspects?

1. The usa Biden administration has issued new controls on semiconductor exports to china, with over one hundred chinese entities being included in the 'entity list'; 2. The U.S. Department of Commerce has also introduced 'long-arm jurisdiction,' restricting third-party countries from providing products containing U.S. technology or chips to Chinese companies listed on the entity list, but the Netherlands, japan, and over 30 other countries are exempted; 3. The Chinese Ministry of Commerce and Ministry of Foreign Affairs respond: China will take necessary measures to resolutely defend its legitimate rights and interests.

cls.cnDec 2 18:38 ET

Sungrow Power Supply valued at 19 billion, subsidiary will "take over" hefei taihe intelligent technology group, board of directors collectively resign to welcome reorganization | speed read notice

① hefei taihe intelligent technology group board of directors consists of 7 directors, the new board of directors will be recommended by sunshine new energy, including 3 non-independent directors and 3 independent directors; ② Sunshine New Energy is valued at over 19 billion yuan. After the acquisition plan was announced, hefei taihe intelligent technology group experienced nine consecutive trading limit up periods, with a maximum increase of 135.77% during this period.

cls.cnDec 2 09:49 ET