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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.
Jiangsu has included mobile phones in the old-for-new exchange policy, which is expected to stimulate demand in consumer electronics.
① According to media reports, recently, the Jiangsu consumer subsidy was further expanded, adding 7 types of 3C products and 20 types of household appliances, which can subsidize 15% of the transaction price of the product. After the policy was released, citizens lined up for two hours to buy phones. ② According to the Tianfeng Securities Research Report, policies continue to stimulate, and the trade-in of consumer electronics products is expected to drive the release of consumer electronics demand.
[Data Analysis] Siasun Robot&Automation ETF trading volume continues to surge, as speculative capital and algo work together to grab shares of Gosuncn Technology Group.
① The siasun robot&automation ETF (562500) trading volume increased by 49% compared to last Friday, and the ETF's trading volume has significantly increased for two consecutive trading days. ② asia vets concept stock gosuncn technology group received buy orders totaling nearly 0.3 billion from four top-tier institutional investors and buy orders exceeding 70 million from one algo trading seat.
Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.
① The proportion of hundreds of billions of private equity firms in the top ten of the private equity research ranking has decreased, with the top position being held by Zhengyuan Investment, the only private equity firm with over a thousand research visits this year; ② Overall, private equity is more focused on stocks in the star; ③ Several hundred billion private equity firms are still clustered around researching hangzhou hikvision digital technology and luxshare precision industry; ④ This year, Feng Liu has researched hangzhou hikvision digital technology three times, and Deng Xiaofeng has researched luxshare precision industry four times.
Looking to provide benefits for employees? eve energy co.,ltd. is leasing 2,000 electric vehicles from related parties | Quick announcement.
① Eve Energy Co., Ltd. intends to lease no more than 2,000 electric vehicles from Jinlong New Energy, with a total trade amount not exceeding 0.1728 billion yuan. Based on the maximum amount, this order accounts for nearly 40 times Jinlong New Energy's revenue last year. ② Jinlong New Energy is 100% owned by the controlling shareholder of Eve Energy Co., Ltd.
Expanding into the military industry sector, Geling Shentong is expected to acquire the controlling rights of Guoke Yidao, with an appreciation rate of 431.99% in valuation.
Sinolink stated that, affected by policy support and geopolitical factors, the military industry sector may usher in a development opportunity and play an important role in the technology growth style. 2. After evaluation, the fair value of the equity of Gesun Co., Ltd. using the income approach was 163 million yuan, with an appraisal appreciation of 132.3602 million yuan, and an appreciation rate of 431.99%.
Is the lithium battery industry chain about to bottom out? Insiders predict that prices are expected to rebound next year, with industry leaders emphasizing global layout | Exclusive coverage of the High Work Lithium Battery Annual Conference.
① At the 2024 High-tech Lithium Battery Annual Conference held yesterday, Zhang Xiaofei, chairman of High-tech Lithium Battery, predicted that the first quarter of next year will be the lowest price point, and in the second quarter of next year, the prices of battery raw materials will begin to rise; ② The future industry will face a more severe competitive landscape and capacity thresholds, and the solution offered by leading enterprises is to expand overseas.
The global data cross-border flow cooperation initiative has been launched, and the cni data factor index industry is expected to usher in a qualitative change.
According to the WeChat official account of Cyberspace Administration of China, the National Cyberspace Administration of China has put forward a global data cross-border flow cooperation initiative, aiming to balance the relationship between technological innovation and security, economic development, and personal privacy protection. Tianfeng Securities believes that with the implementation of detailed rules for data elements and accelerated promotion of typical application cases, the industry is expected to undergo a qualitative change.
[Data Viewing] The IM futures index shorts significantly reduced their positions, and four speculative trading seats cooperated to trade hytera communications corporation.
① The four major block orders futures contracts have significantly reduced short positions, with the number of shorts in the IM contract decreasing much more than that of longs. ② Data from the stock trading list shows that the high-interest stocks hytera communications corporation have their first to fourth buy positions being speculative funds trading back and forth, and the trading amounts exceed one hundred million yuan.
Industry giants are stepping in, and the siasun robot&automation industry is expected to see an explosive growth.
1. With companies like Huawei and contemporary amperex technology ramping up their investments and local policies being introduced, the industrialization process of domestic embodied asia vets is accelerating. 2. In a recent research report, Open Source Securities believes that Huawei possesses capabilities similar to those of Tesla and has a core competitive advantage in developing the humanoid robot industry.
After relocating to Qingdao two years ago, there have been constant 'issues'. *ST Pengbo and its controlling shareholders have been investigated for violations of disclosure regulations. | Speed read announcement
①Two years ago, after relocating from Chengdu to Qingdao, *ST Pengbo was successively warned and filed due to issues such as large shareholder default and irregular information disclosure; ② The stocks of *ST Pengbo are currently still under suspension for verification. Prior to the suspension, the stock price of the company experienced eight consecutive trading days of hitting the limit up.
Allegedly violating information disclosure laws and regulations, *ST Pengbo has been filed for investigation! The company and several current executives have also received a warning letter due to violations.
1. The company's 2023 annual performance forecast disclosure is inaccurate, setting up wholly-owned subsidiaries, investing in joint-stock companies, and the sale of subsidiary matters have not fulfilled information disclosure obligations in a timely manner. 2. *ST Pengbo stocks have continuously hit the limit up for 8 consecutive trading days before suspension, and are currently in the suspension review period, with a stock price of 2.23 yuan per share.
BeiZeng and Micro-Plate indexes hit record highs, with the csi 300 index and HongKong Technology Index falling, wisesoft co.,ltd. up 9%, black futures falling, offshore RMB dropping 700 points.
Lithium battery, flying autos, military industry, siasun robot&automation and other sectors led the gains; reits, insurance, banks, diversified finance and other sectors led the declines;
The three major A-share indices collectively closed higher, with strong performance of brokerage stocks, wisesoft co.,ltd. hit the limit up for four consecutive days, while the Beixu 50 index plunged more than 1%.
In terms of A-shares, sectors such as diversified finance, photovoltaic equipment, and education led the gains; while sectors such as precious metals and non-metallic materials led the losses.
Geling Shentong's revenue in the first three quarters decreased by 72.99% year-on-year, planning to acquire controlling rights of Guoke Yidao to expand into the military industry.
①Regarding the performance changes, Glintsun expressed that due to Agricultural Bank of China's comprehensive requirements for digital transformation, the company's products need to complete localization adaptation and testing, resulting in delayed product delivery; ②Market analysts believe that in this acquisition, Glintsun pays more attention to the target company's customer resources in the military industry sector, which can complement Glintsun's existing computer vision technology, achieving synergy between channel resources and technology.
The demand for power batteries is under pressure, eve energy co.,ltd. Q3 revenue and net profit both declined, and energy storage battery sales doubled in the first three quarters. | Financial reports and insights
In the first three quarters, eve energy co.,ltd. energy storage battery shipments were 35.7 GWh, a year-on-year increase of over 115%, with power battery shipments of 20.7 GWh, an increase of 5% year-on-year.
SOE is deploying quantum technology and other future industries in advance. The quantum industry is expected to embrace huge development opportunities.
1. The Party Building Research recently published an article signed by the Party Committee of the State-owned Assets Supervision and Administration Commission of the State Council, stating the need to accelerate the cultivation and growth of strategic emerging industries and future industries. The article proposes forward-looking layout, phased cultivation of quantum technology, nuclear fusion, biomanufacturing, 6G, and other future industries. 2. Guotou Securities' research report pointed out that quantum technology has made significant progress in multiple subdivisions, and quantum technology will become an important driving force for future technological revolution and industrial transformation.
Share buyback shareholding loans quickly landed! ICBC, BOC, ABC, CMB, CITIC and other first batch of multiple banks announced progress. Some banks have already shown cooperation intentions with nearly a hundred listed companies.
1. As of now, Bank of China has reached cooperation intentions with nearly a hundred listed companies, with 32 listed companies explicitly promised loans, covering multiple industries such as integrated circuits, transportation, high-end manufacturing, and business services; 2. The banks stated that they will strictly adhere to the risk compliance bottom line, rigorously prevent crediting funds that do not meet the conditions of stock increase stake & buyback and refinancing policies from illegally flowing into the stock market.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
China Internet Security Association recommends reviewing intel products! The cybersecurity sector may see strong event catalysts.
The China Cyberspace Security Association stated in a document that Intel's security vulnerabilities are frequent. It is recommended to conduct a cybersecurity review of Intel's products sold in China to effectively protect China's national security and the legitimate rights and interests of Chinese consumers. Sinolink research reports pointed out that there are long-term investment opportunities in the cybersecurity sector, individual stocks in the cybersecurity sector have been adjusting for three consecutive years, and the sector currently combines cost-effectiveness and turnaround logic.