The integration of State Grid assets is accelerating. State Grid Yingda and NARI Technology announced the transfer of state-owned equity on the same day | Quick Announcement.
① State Grid Yingda and NARI Technology disclosed the state-owned equity transfer agreements on the same day, both involving Suzhou Electrical Apparatus Science Academy and NARI Group; ② Both belong to the internal gratuitous transfer of state-owned Assets, so it does not involve a takeover bid, and there has been no change in the actual controller; ③ The equity transfer is to implement the requirements of the State-owned Assets Supervision and Administration Commission of the State Council regarding the reduction of the corporate level and to clarify the equity relationships.
【Data observation】 Institutions and speculative capital are engaged in fierce competition over SG Micro Corp, while Algo funds are selling off multiple Agriculture stocks.
① The Analog Chip Concept stock SG Micro Corp has received a Buy of 0.125 billion from two Institutions while facing a Sell of 0.1 billion from three Institutions; additionally, this stock saw a Sell of 0.211 billion from the CITIC SEC Peking headquarters trading department, while receiving a Buy of over 70 million from the Guotai Junan Shanghai Songjiang Zhongshan Road trading department. ② The Agriculture stocks have collectively experienced a significant drop, with multiple stocks being Sold by Algo funds, among which Heilongjiang Agriculture has been Sold for a total of over 0.17 billion by two Algo positions.
The demand for active phased array T/R components has decreased, and Guobo Electronics expects a decline in both revenue and Net income for 2024.
① The company plans to distribute a cash dividend of 4 yuan (tax included) for every 10 common shares to Shareholders; ② The company stated that the T/R components have conducted technical research and product development in the fields of low Earth orbit Satellite and commercial aerospace, with several products already delivered to customers.
Amlogic's net profit attributable to the parent company in 2024 is expected to increase by over 60%, with projected sales of 6nm chips possibly exceeding ten million units within the year.
The Amlogic 2024 annual report shows that the company achieved revenue of 5.926 billion yuan, a year-on-year increase of 10.34%; the net income attributable to shareholders grew by 65.03% year-on-year; Amlogic stated that new products focused on in recent years are primarily aimed at potential markets for large categories with clear market demand, and have already formed scale effects, which will quickly lead to larger sales in the future.
Brokerage morning meeting highlights: Listed companies significantly Increase Stake & Buy Back, demonstrating determination and strength.
In today's brokerage morning meeting, Founder Securities believes that listed companies are significantly increasing their Increase Stake & Buy Back measures to demonstrate resolve and strength; China International Capital Corporation suggested that the Federal Reserve is not expected to cut interest rates in the short term, with a potential restart of rate cuts possibly in the third quarter; HTSC believes that the Real Estate property management Sector has both improvement potential and dividend value.
Old models are being cleared out, smart driving and megawatt charging, BYD continues to compete for young people from traditional RBOB Gasoline vehicles丨Frontline.
① BYD has launched the intelligent driving versions of the Han L and Tang L models, with the inventory of the older non-intelligent driving models almost cleared. ② Following the "same price for oil and electricity," BYD will implement the "megawatt fast charging" technology in cars, proclaiming the slogan "same speed for oil and electricity."