A significant bullish announcement is coming! Which directions might be the core of capital's attention?

Track the entire lifecycle of the main sector.

cls.cn20:24 ET

Jiangsu has included mobile phones in the old-for-new exchange policy, which is expected to stimulate demand in consumer electronics.

① According to media reports, recently, the Jiangsu consumer subsidy was further expanded, adding 7 types of 3C products and 20 types of household appliances, which can subsidize 15% of the transaction price of the product. After the policy was released, citizens lined up for two hours to buy phones. ② According to the Tianfeng Securities Research Report, policies continue to stimulate, and the trade-in of consumer electronics products is expected to drive the release of consumer electronics demand.

cls.cnDec 2 19:03 ET

Sungrow Power Supply valued at 19 billion, subsidiary will "take over" hefei taihe intelligent technology group, board of directors collectively resign to welcome reorganization | speed read notice

① hefei taihe intelligent technology group board of directors consists of 7 directors, the new board of directors will be recommended by sunshine new energy, including 3 non-independent directors and 3 independent directors; ② Sunshine New Energy is valued at over 19 billion yuan. After the acquisition plan was announced, hefei taihe intelligent technology group experienced nine consecutive trading limit up periods, with a maximum increase of 135.77% during this period.

cls.cnDec 2 09:49 ET

Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.

① The proportion of hundreds of billions of private equity firms in the top ten of the private equity research ranking has decreased, with the top position being held by Zhengyuan Investment, the only private equity firm with over a thousand research visits this year; ② Overall, private equity is more focused on stocks in the star; ③ Several hundred billion private equity firms are still clustered around researching hangzhou hikvision digital technology and luxshare precision industry; ④ This year, Feng Liu has researched hangzhou hikvision digital technology three times, and Deng Xiaofeng has researched luxshare precision industry four times.

cls.cnDec 1 01:51 ET

The humanoid robot industry end is experiencing intensive catalysis, and the commercialization of the industry is expected to land.

① On November 25, media reports stated that the humanoid robot venture MagicLab is developing third-generation humanoid robot products, currently testing assembly line capabilities in an electrical appliance factory. ② Liu Yangdong from shanghai Securities noted that there has been a surge of catalysts in the recent industry, further accelerating the development of the humanoid robot industry chain, and the entry of humanoid robots into industrial scenarios has become a highly certain application trend both domestically and internationally.

cls.cnNov 26 18:51 ET

Expanding into the military industry sector, Geling Shentong is expected to acquire the controlling rights of Guoke Yidao, with an appreciation rate of 431.99% in valuation.

Sinolink stated that, affected by policy support and geopolitical factors, the military industry sector may usher in a development opportunity and play an important role in the technology growth style. 2. After evaluation, the fair value of the equity of Gesun Co., Ltd. using the income approach was 163 million yuan, with an appraisal appreciation of 132.3602 million yuan, and an appreciation rate of 431.99%.

cls.cnNov 25 20:03 ET