A significant bullish announcement is coming! Which directions might be the core of capital's attention?

Track the entire lifecycle of the main sector.

cls.cnDec 9 20:24 ET

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.

cls.cnDec 9 10:07 ET

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.

cls.cnDec 7 03:48 ET

OpenAI's 12-day event opens, and AI applications are expected to receive continuous stimulation.

① The 12-day event by OpenAI has commenced. At the first day's event, OpenAI founder Sam Altman stated that today the "fully powered" reasoning model o1 and ChatGPT Pro are being released. ② Li Yang from Industrial Securities believes that with the continuous iteration of AIGC technology, more blockbuster AI products will emerge in the future, continuously driving the growth of the media market.

cls.cnDec 5 19:02 ET

[Market Data] The trading volume of penghua csi media etf has substantially increased, while yonghui superstores is being heavily sold off by speculators and algo investors, surpassing 0.6 billion.

① Among the top ten ETFs with a month-on-month increase in transaction volume compared to yesterday, the Penghua CSI Media ETF (512980) saw a 178% increase, ranking first. ② Yonghui Superstores was sold off by two major market-making positions totaling 0.379 billion, while it was also sold by two Algo positions totaling 0.276 billion.

cls.cnDec 5 05:00 ET

【Data Observation】Multiple high-priced stocks have been significantly bought by institutions, with retail investors and institutions joining forces to buy yonghui superstores.

①Institutions bought multiple high-priced stocks with a market value of over 100 million yuan, among which leo group co.,ltd. was bought by one institution for 0.227 billion. ②yonghui superstores received buy recommendations from three first-tier institutional investors totaling over 0.6 billion yuan, and received a buy recommendation from one algo institutional investor for 0.159 billion.

cls.cnDec 4 05:05 ET