New themes are gradually emerging as market styles shift between high and low, but the strength of the Technology mainline's recovery remains crucial.
Yesterday, the market continued to adjust, and all three major Indexes fell, returning to a consolidation structure in the short term.
Is Baijiu(Chinese Liquor) saved? After the Spring Festival, several Baijiu(Chinese Liquor) Funds rose over 10%. Have the investors who entered at a high point recovered their capital?
① Funds heavily invested in Baijiu are rebounding, with many products increasing over 10% after the holiday; ② Investors who poured into funds focused on Baijiu three years ago are still at a loss; ③ A total of 19 related Baijiu stocks are heavily held by public funds, with the market value of Kweichow Moutai's heavy holdings significantly reduced from its peak.
Shanghai Xuerong Bio-Technology changes ownership, new actual controller sets a "hundred billion Market Cap" flag | Quick read announcement.
① The control of Shanghai Xuerong Bio-Technology has changed, with chairman Yang Yongping relinquishing the position of the company's controlling Shareholder and actual controller. ② Jiang Zhi, an entrepreneur from the Online Games industry, will become the new actual controller. He stated that he hopes to build Shanghai Xuerong Bio-Technology into a publicly traded company with a revenue of 10 billion and a Market Cap of 100 billion in the next 3 to 5 years.
The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
The computing power stocks are strongly rebounding, and Nonferrous Metals are迎来 a new rotation opportunity.
Yesterday, the market withstood the impact of the drop in the external market and successfully rebounded from the lows, with all three major Index closing in the green. However, due to the further contraction in trading volume, the short-term market still leans towards chaos, and may face a choice of direction in the future.
The industry conference will be held, and the industrial application of solid state batteries is expected to accelerate.
① The 2025 Solid State Battery Technology Exchange Conference and the First Dry Electrode Technology Seminar will be held in Bengbu, Anhui from March 18 to 19, 2025. ② Yang Jingmei from Western Securities stated that the rapid development of emerging fields such as humanoid robots, eVTOL, and AI glasses has created an urgent demand for increased battery energy density, and the industrial application of Solid State Batteries is expected to accelerate.