[Data Observation] Institutions have sold off qingdao kutesmart co.,ltd. for two consecutive days, while retail investors and algo are fiercely competing for grinm advanced materials.
① AI asia vets concept stock qingdao kutesmart co.,ltd. experienced a sell-off of 0.106 billion by institutions, with over 90 million sold by institutions yesterday. ② Solid state battery concept stock grinm advanced materials was sold by two top-tier speculative funds totaling over 0.2 billion, while algo seat gtja headquarters brokerage bought 0.261 billion and simultaneously sold 0.19 billion.
Aimer Group: Cost reduction and efficiency improvement cannot stop the decline in demand. The end of the third quarter is a conventional high point for inventory|Directly hitting the earnings conference.
① Aimer Co., Ltd. stated at the earnings conference that the end of the third quarter is a relative high point of inventory in the company's regular operation, mainly for stocking up for the sales peak in the fourth quarter; ② The main reason for the loss in the third quarter is the significant drop in market demand, and the company's revenue decline is substantial, while the efforts to increase efficiency and reduce costs could not offset the impact of the revenue decrease; ③ The company's sportswear sector is still in its infancy, and its contribution to performance is not significant.
Major asset restructuring changes, jinfa labi intends to reduce the acquisition of the target equity to 51% | Speed reading announcement
① Jinfa Labi has terminated the major asset restructuring, changing to the acquisition of 51% equity in Zhuhai Hanfei and Zhongshan Hanfei, which does not constitute a major asset restructuring. ② Jinfa Labi has incurred net income losses for two consecutive years, with revenue of 0.139 billion yuan in the first three quarters, down 7.63% year-on-year, and a net income attributable to shareholders of -9.9525 million yuan.
The performance of 'Yichung Maotai' has changed.
But the gross margin still exceeds Hermès.
Costs for 90% of pig enterprises have dropped to the range of 14 yuan: many companies say there is still room for cost reduction. Will profits stabilize next year? | Industry Observation
① 90% of the listed pork enterprises have reduced their costs to the range of 14 yuan per kilogram, including 5 enterprises such as Sunlon, Muyuan Foods, and Wens Foodstuff Group have reduced to the range of 13 yuan per kilogram; ② Many listed pork enterprises have indicated that there is still some room for cost reduction in the fourth quarter and next year; ③ Industry insiders believe that the cost reduction achievements have become the moat for the long-term development of pig enterprises. While helping companies expand profit margins, it also enhances the resilience of the companies against risks.
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.