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

The annual conference of the photovoltaic industry will be held. Analysts state that the price bottom of the industry has already been clarified.

① The China Photovoltaic Industry Association will hold the "2024 Photovoltaic Industry Annual Conference" in Yibin City, Sichuan Province from December 4 to 6. ② Xu Baiqiao from Haitong International Securities stated that the industry is currently in a stage of clearing and adjustment. As the end of the year approaches, the concentration of signing orders may increase, leading to potential price fluctuations. However, the overall room for decline is limited, the price bottom is already clear, and the photovoltaic industry is accelerating its return to order.

cls.cn19:02 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.cn19:02 ET

Third quarter dividends change to pre-spring festival dividends? Fulejia and others rely on "spring festival red envelopes" to attract attention | Quick reading of announcements.

① Following three squirrels inc., Fu Er Jia announced a dividend plan before the Spring Festival; ② The so-called dividends before the Spring Festival from the two companies are essentially third quarter dividends; ③ Both companies operate within the consumer sector and are facing certain pressures; ④ This operation may be a response to the policy call for "dividends before the Spring Festival."

cls.cnDec 3 09:05 ET

[Data Monitoring] The trading volume of honglietf has surged, and three leading funds have teamed up to sell off leo group co.,ltd. for nearly 0.6 billion.

① The trading volume of the two honglietf has significantly increased compared to yesterday, with the huatai-pb csi dividend low volatility etf (512890) seeing a 113% increase in trading volume. ② Several high-priced stocks were heavily sold by frontline speculators, with leo group co.,ltd. being sold off by three speculator seats totaling nearly 0.6 billion.

cls.cnDec 3 05:04 ET

Avita has become more aggressive.

Counterattack.

wallstreetcnDec 3 04:20 ET