Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
Zhuhai Guanyu: solid state batteries are still in the laboratory sample stage and are currently interfacing with customers in the manned spacecraft field. | Directly hitting the earnings conference
①Currently, the company's solid state battery samples have good safety performance and cycle life. The company has participated in the Guangdong Provincial Department of Science and Technology's provincial key areas R&D program: the R&D and industrial application of quasi-solid state dynamic lithium battery. ②In the manned aircraft field, the company is also actively exploring and laying out, and is currently actively communicating with customers.
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.
November electric vehicle delivery report: BYD's electric vehicle sales exceeded 0.5 million, Xiaopeng broke through 0.03 million for the first time, and Chongqing Sokon Industry Group Stock saw a year-on-year sales growth of 54.58%.
Last month, the delivery volume of the Xiaomi SU7 continued to exceed 20,000 units, and Xiaomi expressed confidence in achieving the new delivery target of over 130,000 units for the year.
AstraZeneca plans to repurchase shares in a "cancellation-style" buyback!A total of 0.5 billion to 1 billion shares will be repurchased, with some of the funds coming from special loans.
① Canadian Solar plans to sign a "share buyback shareholding loan contract" with the Bank of China Suzhou New District Hi-Tech Industrial Development Zone Branch, accordingly obtaining a special share buyback loan of no more than 0.4 billion yuan; ② Compared to other star companies' buyback situations, Canadian Solar's buyback amount and special loan amount rank among the top; ③ Industry insiders indicate that buyback cancellation is beneficial for boosting the company's stock price and for ordinary investors.
Hefei issued 44 million yuan in consumer vouchers and Ideal launched a zero-interest financial plan. Local governments and car companies are competing for the year-end "consumption wave".
① On November 29, according to the Hefei Municipal Bureau of Commerce, from November 29 to December 8, 2024, new consumer vouchers for autos will be issued in Hefei, totaling 44 million yuan. ② On the same day, Li Auto announced a limited-time 0% interest policy until the end of the year. From now until December 31, users purchasing the Li L-series and Li MEGA can enjoy a minimum down payment financing plan with 0% interest for 3 years.