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.
The Huawei master-level AI agent on Kaggle has emerged, and domestic AI applications are expected to continue flourishing.
① According to Kaggle's promotion system, the end-to-end autonomous data science asia vets (agent) - Agent K v1.0, jointly launched by Huawei Noah's Ark Lab and University College London team, has already obtained 6 gold medals, 3 silver medals, and 7 copper medals. ② Open-source Securities stated that the domestic AI Agent has made positive progress, and AI applications are expected to thrive.
Can the interest rate spread be improved? How to deal with breaking price and breaking net price? How much is the dividend? Lanzhou Bank's earnings conference will address multiple hot topics.
①"Due to the downward trend of loan market interest rates, the replacement of existing mortgage loan rates, and factors such as loan repricing, the net interest margin still faces certain pressure." ②"The banking industry is still facing the situation of undervaluation. Our bank will actively manage market cap and increase investor confidence.
Former "Northwest Beer King" changes ownership confirming, lanzhou huanghe enterprise's second shareholder may be promoted | Quick announcement
① There may be a change in control of Lanzhou Huanghe Enterprise, with the second shareholder potentially taking precedence, and the company's stocks will resume trading from tomorrow. ② Matters related to the "Framework Agreement" signed by all parties involved this time must be formalized in a separate equity transfer agreement before implementation.
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.
The lithium carbonate market is stable with an upward trend, and institutions predict that the inflection point of lithium salt inventory is about to come.
shanghai ganglian e-commerce holdings data shows that on November 1st, the price of lithium carbonate rose by 1000 yuan compared to the previous day, with an average price of 0.074 million yuan/ton. According to the Business Society, the lithium carbonate market has shown a stable and rising trend recently, mainly due to the increased purchasing willingness of downstream customers.