[Market Data] The trading volume of multiple GFNZ100 has surged as leading capital speculates on Hang Zhou Iron & Steel.
① The trading volume of multiple GFNZ100 has surged, among which the Chinaamc NASDAQ 100 ETF(QDII) saw a 387% increase compared to the previous trading day. ② The limit-up computing concept stock Hang Zhou Iron & Steel was purchased by a leading speculative fund seat while also facing sells from two leading speculative fund seats.
Zhejiang Narada Power Source's Executive President Gao Xiubing: The Datacenter Business has a full Order volume, and the mass production cost of Solid State Battery is expected to be lower than 1 yuan/Wh | Financial Special Interview
① This year, the growth of the company's Datacenter Business is a new highlight, with domestic Orders currently full and capacity utilization exceeding 90%; ② Gao Xiubing stated that in two to three years, the company's Solid State Battery will be usable in low-altitude aircraft; ③ With the accelerated layout of computing power center construction, the Datacenter battery products are experiencing explosive growth, with simultaneous growth in both domestic and overseas markets.
Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
The industry leader issued a price increase notice, and the storage Industry prices and demand are expected to gradually recover.
According to TrendForce, Micron Technology has recently sent a price increase letter to customers, indicating that both the Memory Chip and storage markets have begun to recover, with growth expected by 2025 and 2026. Shengan Securities believes that the supply and demand relationship in the Industry may gradually improve, and Memory Chip prices and demand are expected to gradually rebound.
Zhejiang China Commodities City Group's revenue exceeds 15 billion in 2024, with registered purchasing merchants surpassing 4.8 million|Interpretations.
① Zhejiang China Commodities City Group's revenue last year was 15.737 billion yuan, with a year-on-year growth of 39.27%. Although the growth rate has slowed compared to the previous year, the total value is the highest ever. ② The increase in profits is mainly due to the growth of new businesses this period, such as market Operations, Chinagoods, and Yi payment. ③ The number of registered buyers on the Chinagoods platform has exceeded 4.8 million, and the Net income of its operating entities has increased by 102.05% year-on-year.
Aliyun has launched the largest scale AI talent recruitment in China, and the development speed of intelligent computing in China may exceed expectations.
① According to exclusive news from the Star Daily, Alibaba Cloud has recently recruited AI technology reserve talents at top Universities around the world, marking the largest AI campus recruitment in recent years. ② China Galaxy stated that the Global AI market continues to show a growth trend, and the development level of China's intelligent computing power is growing faster than expected.