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.

cls.cn19:29 ET

The four associations suggest cautious procurement of usa chips, while domestic chips welcome a catalytic opportunity.

On the evening of December 3rd, the China Internet Association, China Semiconductor Industry Association, China Auto Industry Association, and China Communication Enterprises Association successively released statements, recommending caution in purchasing usa chips. East Sea Securities stated that the current domestic production rate of automotive chips in china is only about 10%, indicating significant growth potential.

cls.cn19:02 ET

shanghai microport endovascular medtech(group)co.,ltd. may need to pay 70 million in back taxes after being disqualified as a high-tech enterprise.

shanghai microport endovascular medtech(group)co.,ltd. needs to pay up to 70 million yuan in back taxes due to the cancellation of its high-tech enterprise qualification certification, which is expected to account for more than 10% of the net income in the most recent fiscal year. shanghai microport endovascular medtech(group)co.,ltd. stated that it is currently communicating with relevant units regarding this matter; In addition, shanghai microport endovascular medtech(group)co.,ltd. previously revealed that without considering the impact of non-operating risk factors, the projected growth of the attributable net income in 2024 is around 0-10%.

cls.cnDec 3 03:08 ET

Unreasonable suppression! The Biden administration announced the latest semiconductor export restrictions to China. How will this affect various aspects?

1. The usa Biden administration has issued new controls on semiconductor exports to china, with over one hundred chinese entities being included in the 'entity list'; 2. The U.S. Department of Commerce has also introduced 'long-arm jurisdiction,' restricting third-party countries from providing products containing U.S. technology or chips to Chinese companies listed on the entity list, but the Netherlands, japan, and over 30 other countries are exempted; 3. The Chinese Ministry of Commerce and Ministry of Foreign Affairs respond: China will take necessary measures to resolutely defend its legitimate rights and interests.

cls.cnDec 2 18:38 ET

Anji Microelectronics Technology: Will not engage in single low stock price competition, will continue to strengthen the introduction of domestic products | Directly hit earnings conference

① Wang Shumin, chairman of Anji Technology, said that the company's 2024 performance expectations will continue the growth trend of the first three quarters; ② Yang Xun, secretary of the board of directors of Anji Technology, said that the company's capacity utilization rate is currently at a healthy level.

cls.cnDec 2 06:56 ET

Building the "national team" in the quantum industry! China Telecom's investment in quantumctek co., ltd. completes the approval process, accelerating industrial applications.

①China telecom quantumctek co., ltd. has completed all approval processes for the guodun quantum project and will become a shareholder of guodun quantum. ②China telecom is deepening its layout in the field of quantum technology and further strengthening its cooperation with china university of science and technology.

cls.cnDec 2 02:59 ET