New China Life Insurance acquired a stake in haitong sec's H shares, marking the first time in five years that an insurance institution has taken a stake in a listed brokerage, and it is still buying shares after the acquisition.

① New China Life Insurance announced today that it has made a significant investment in Haitong Sec listed in Hong Kong, with the latest announcement showing a shareholding ratio of 5.4846%. ② According to data from the industry association, this is the first time this year that insurance funds have taken a stake in brokerage stocks. It is also the first time in five years that they have taken a stake in brokerage stocks. ③ The latest announcement from yesterday (December 3) shows that New China Asset is still continuing to buy, having acquired 8 million shares of Haitong Sec on December 2 at a price of 7.0024 HKD per share.

cls.cn05:26 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.cn05:05 ET

"No hope for any restart"? sai microelectronics inc. Super 5 billion semiconductor project suspended, major funds and actual controllers successively reduce shareholding within the year.

1. Sai Microelectronics Inc. has halted the progress of the 12-inch MEMS manufacturing line project in Hefei High-tech Zone with a total investment of 5.44 billion; 2. Starting in November this year, the first and second largest shareholders of Sai Microelectronics have successively announced their shareholding reduction plans.

cls.cn03:23 ET

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