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.cn19:29 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

Autel intelligent technology corp.,ltd.: The overseas market is the main force for the digital energy business, and the siasun robot&automation business may land very soon | Directly covering the earnings conference.

In the second to third quarter of 2024, the company's digital energy business has made significant progress in the usa market's self-operated e-commerce and major client expansion, with a relatively stable gross margin. The subsidiary focuses on smart inspection, smart security, and other application scenarios, using generative AI 'brain' (Digital AI) as the core, with drones, anti-counteraction systems, and various ground siasun robot&automation (Physical AI) as executors.

cls.cnDec 1 23:50 ET

November electric vehicle delivery report: BYD's electric vehicle sales exceeded 0.5 million, Xiaopeng broke through 0.03 million for the first time, and Chongqing Sokon Industry Group Stock saw a year-on-year sales growth of 54.58%.

Last month, the delivery volume of the Xiaomi SU7 continued to exceed 20,000 units, and Xiaomi expressed confidence in achieving the new delivery target of over 130,000 units for the year.

wallstreetcnDec 1 18:06 ET

Hefei issued 44 million yuan in consumer vouchers and Ideal launched a zero-interest financial plan. Local governments and car companies are competing for the year-end "consumption wave".

① On November 29, according to the Hefei Municipal Bureau of Commerce, from November 29 to December 8, 2024, new consumer vouchers for autos will be issued in Hefei, totaling 44 million yuan. ② On the same day, Li Auto announced a limited-time 0% interest policy until the end of the year. From now until December 31, users purchasing the Li L-series and Li MEGA can enjoy a minimum down payment financing plan with 0% interest for 3 years.

cls.cnNov 29 00:07 ET

The market is buzzing about BYD's "price reduction ultimatum": behind the industry's sales boom, the profit dilemma remains difficult to overcome.

① The market is buzzing about BYD's "price cut ultimatum"; what impact does it have on the autos stock market? ② Behind the industry's sales prosperity, the profit dilemma is hard to break; what indicators are investors paying attention to?

cls.cnNov 28 03:27 ET