This week, 14 more companies added! Guangzhou Ruoyuchen Technology and several other stocks disclosed their shareholding buyback and refinancing plans, with a list of related A-shares overview.
① Share Buyback and Shareholding continue to be implemented, according to incomplete Statistics, as of the time of writing, 14 listed companies have disclosed information related to Share Buyback and Shareholding this week (see the attached table); ② Alpha Group, Guangzhou Ruoyuchen Technology, Sinocare Inc., Hunan Jiudian Pharmaceutical, Zhejiang Dafeng Industry, Yachuang Electronics, and Changjiang & Jinggong Steel Building among others have received special loan limits exceeding 0.1 billion yuan.
Siasun Robot&Automation, Deepseek and other main themes are repeatedly active, pay attention to the possibility of further differentiation after the emotional climax.
Track the entire lifecycle of the main Sector.
The DeepSeek Concept may enter a phase of reduction and focus, pay attention to the recovery strength of the high-standard money-losing effect.
Track the entire lifecycle of the main Sector.
The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
Track the entire lifecycle of the main Sector.
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
Track the entire lifecycle of the main Sector.
Pure coincidence? Nine days before the suspension of trading, northbound funds rushed to increase their positions by 175%. Ningbo Cixing terminated its restructuring and returned to trading empty-handed. | Quick read of the announcement.
① Ningbo Cixing's acquisition of Wuhan Minsheng has suddenly come to a halt, and the listed company has today resumed trading with empty hands. ② Yesterday afternoon, Cai Lian News reported an analysis of the details, background, and doubts surrounding this acquisition. ③ In the two days before the trading halt, northbound funds hurriedly built positions in Ningbo Cixing, and the trading behavior was severely abnormal. ④ The illegal and irregular behaviors of cross-market interconnection funds are also subject to strict investigation and management by the authorities.
DeepSeek's popularity surged over the weekend, and related industry chain companies are expected to ride the wave.
① The AI company DeepSeek, under the Algo brand Huange, became an overnight sensation, trending across major mainstream media and social media in the USA. ② A report from CITIC SEC indicates that the smaller parameter size of the DeepSeek model compared to the GPT-4 model also means lower inference costs, and the reduction in inference costs will be a precursor to the widespread adoption of AI applications.
Involved in the Xiaohongshu Concept? Montnets Cloud Technology Group's full acquisition plan has been released. The symbol previously attempted to go public on GEM but was unsuccessful. | Quick reading of the announcement.
① Montnets Cloud Technology Group intends to acquire 100% of BiCheng Digital's shares, and the company's Stocks will resume trading from January 16. ② BiCheng Digital has attracted attention due to its business cooperation with Xiaohongshu. ③ BiCheng Digital previously attempted to go public on the GEM but was unsuccessful, with net profit Indicators in 2022 and 2023 even surpassing those of Montnets Cloud Technology Group.
In 2024, Douyin e-commerce sales increased nearly 40% year-on-year, and the Industry Chain continues to show a thriving development trend.
According to reports, in 2024, Douyin e-commerce sold 15.4 billion orders, a year-on-year increase of 39%. A total of over 53 million live-streaming sales have facilitated Trade, with nearly 0.15 million items achieving sales over one million yuan in the live-streaming rooms. Liu Wenzheng from Minsheng Securities stated that the e-commerce Industry continues to develop and evolve; in a complex Operation environment, Douyin e-commerce still maintains a vigorous growth trend.
[Data analysis] The trading volume of the CSI Cons Stap ETF surged 11 times, with multiple speculators fiercely competing for Sunwave Communications.
1. The trading volume of multiple U.S. stock-related ETFs surged, with the CSI Cons Stap ETF (159529) seeing a 1163% increase in trading volume compared to yesterday. 2. During intraday trading, Sunwave Communications experienced a 'ceiling floor' event, with three top-tier trading firms collectively buying nearly 0.3 billion, while two other top-tier firms collectively sold 0.174 billion.
OpenAI has released the AI video generation model Sora, and the core AI application companies are expected to achieve rapid growth.
① OpenAI has released the long-awaited AI video generation model Sora, which is similar to OpenArt's AI tool DALL-E. Users input desired scenes, and Sora will return high-definition video剪辑 results. ② china galaxy recommends continuously focusing on the growth of domestic AI applications and their monetization capabilities.
Zheng Jianbo plans to "take control" of xuancheng valin precision technology, while sunwave communications previously acquired its venture at a huge cost but suffered significant losses | Quick read announcement.
① Xuancheng Valin Precision Technology plans to increase its capital by 30% of its shares, raising 0.453 billion yuan. After subscribing, Zheng Jianbo will replace the Huang Yuhua family as the new actual controller; ② The new owner, Zheng Jianbo, founded Giant Network Technology, which was acquired by Sunwave Communications for a huge sum, resulting in a goodwill impairment loss of 0.8 billion yuan for Sunwave Communications after the trade.
Are bank stocks still worth buying? CITIC Financial Assets disclosed a comprehensive investment plan of 50.3 billion, with 30 billion increasing shareholding in Bank of China, China Everbright Bank.
①CITIC Financial Assets announced that it will invest approximately 50.3 billion yuan in a comprehensive investment plan, of which 30 billion will be directly used to buy shares of Bank of China, China Everbright Bank, and other institutions. ②CITIC Financial Assets and other institutional funds buying bank stocks is inevitable. As a large-scale institutional fund, due to considerations such as risk control and capital return, it will most likely prioritize 'high dividend stocks' over thematic stocks.
The State Tobacco Monopoly Administration has released new regulations on electronic cigarettes, and there is expected to be further improvement in market share for leading companies.
The State Tobacco Monopoly Administration issued a notice on the revision and implementation of the Regulations on the Management of Electronic Cigarette Transactions. The notice mentions that the competent administrative department of tobacco monopoly of the State Council will establish a nationwide unified electronic cigarette trading management platform. Caitong Securities' Lv Mingzhang pointed out that in the long term, non-compliant products will gradually be cleared, and market share is expected to further concentrate, which is bullish for leading companies in production, brand and other aspects.
December 24 review: With sufficient reserve momentum this week, next week saw a substantial increase in trading volume as block orders targeted 5 stocks.
On December 24th, the three major indices opened higher and then fell back, with the Shanghai Composite Index maintaining a low consolidation, while the ChiNext Price Index led the decline in the two cities. In terms of sectors, the medical sector collectively surged, with traditional Chinese medicine stocks leading the gains, while food processing, retail, and other consumer stocks were active against the trend; new energy sectors such as lithium batteries, photovoltaics, and energy storage all fell across the board, with the heavyweight Contemporary Amperex Technology dropping over 9% intraday. The indices continued to weaken in the afternoon, with the ChiNext Price Index's decline expanding to 2.7% at one point. Stocks related to nurturing diamonds and the non-fungible token (NFT) concept surged, while sectors like autos, rare earths, fluorine chemicals, and digital currency remained sluggish. Overall, market sentiment is cooling, and individual stocks are showing a general downward trend in the two cities
BRIEF-TOMI Receives Purchase Order From Global Top 5 Biopharmaceutical Partner
Analysis of the daily limit of Tianyin Holdings on September 22: Shenzhen local stocks, lottery, unicorn concept hot stocks
Securities Star data Center News, Tianyin Holdings rose the limit to close, closing price 17.82 yuan. The stock rose by the limit at 09:45, opened the limit 16 times, and closed its closing order with a capital of 57.1674 million yuan, accounting for 0.31% of its current market value. In terms of capital flow data, the net inflow of main funds on the same day was 167 million yuan, the net inflow of hot capital was 186 million yuan, and the net outflow of retail funds was 56.5544 million yuan. In the past 5 days, the capital flow is shown in the following table: this stock is Shenzhen local stock, lottery, unicorn concept hot stock. On the same day, Shenzhen local stock concept rose 1.09%, lottery concept rose 0.93%, unicorn
The top ten bull and bear stocks were announced this week! At the top of the list, however, it is mainly monitored by the Shenzhen Stock Exchange.
In the past week, the three major A-share indexes reversed last week's surge and closed down collectively. Within a week, the Shanghai Composite Index fell 2.41%, the Shenzhen Composite Index fell 2.79%, and the gem Index fell 1.2% a week. In terms of individual stocks, a total of 13 stocks have risen more than 40% this week after excluding new and sub-new shares. The biggest increase was in clear water, with a cumulative increase of 81.62%. Guangyu Development rose 61.08% to rank second, while Daijin heavy Industry, six countries Chemical Industry, Yunda shares, Hengrun shares and other stocks all rose more than 50%. Judging from the decline list, Tianyin Holdings fell 39.78% to the top of the list.
The two bull stocks have fallen in succession, and billions of funds have been buried, can they still be released from the trap?
Recently, there are two Daniel stocks in the market that have attracted much attention, that is, Tianyin Holdings and Liangwei, which fell by the limit in a row. At the beginning of trading today, Tianyin Holdings continued to fall by the limit, which is now the third consecutive trading day, while Lionwei's opening performance was also very negative, falling by the limit at one time. Tianyin Holdings is still closed, Lion micro turned red after noon and the market opened today, the trend of the two cattle stocks finally began to change. As of press time, Tianyin Holdings is still pressed on the falling limit board, offering 19.61 yuan per share. Lionwei, on the other hand, changed in the afternoon and pulled up rapidly, with an intraday increase of up to 6.77% as of press time.
Analysis of the limit of Zhidu shares on September 10: meta-universe, digital currency, block chain concept hot stocks
Securities Star data Center News, Zhi du shares rose the limit to close, closing price 8.66 yuan. The stock rose by the limit at 09:31 and opened the limit three times. The closing capital was 43.9603 million yuan, accounting for 0.44% of its current market value. In terms of capital flow data, the net inflow of main funds on the same day was 50.4579 million yuan, the net inflow of hot capital was 113 million yuan, and the net outflow of retail funds was 18.6771 million yuan. In the past 5 days, the capital flow is shown in the following table: the stock is meta-universe, digital currency, blockchain concept hot stocks, when the yen universe concept rose 0.51%, the digital currency concept rose 0.36%. The