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

Industry associations collectively call on domestic companies to be cautious in purchasing usa chips. Institutions provide this analysis as overseas semiconductor giants have repeatedly increased their investment in the china market.

① China has become the most important application market for the global IC industry. Institutions analyze that the new round of export controls by the usa has fractured the global semiconductor market and may also limit the development of usa's own enterprises; ② In the past two years, several overseas semiconductor companies have chosen to increase their investment in the china market and value the growth opportunities of chinese customers.

cls.cnDec 3 10:45 ET

China Telecom and Huawei join hands to unveil the Low-altitude Intelligent Network Laboratory, with multiple listed companies participating in the global strategy cooperation signing.

① china telecom and huawei established the "low-altitude intelligent networked laboratory," which will promote research and application of low-altitude communication technology. They also signed concentrated agreements for low-altitude economic global strategy cooperation projects with 25 companies including zte and zongheng shares. ② The user base of the tianyi shilian platform has exceeded 0.11 billion, with more than 8 million devices connected, and AI daily calls exceeding 1.8 billion.

cls.cnDec 3 09:25 ET

China Life Insurance has been approved to issue up to 35 billion in supplementary capital bonds. The bond issuance scale in the insurance industry this year is nearly 100 billion, yet some insurance companies are still restricted in financing due to low r

China Life Insurance fully redeemed the 2019 issued 35 billion yuan capital bonds on March 22; insurance companies may use low-interest new capital bonds to replace high-interest capital bonds; the raised funds will be used to supplement the company's tier 1 capital and support the continued healthy development of its business.

cls.cnDec 3 08:10 ET

At the end of the year, the "sales boost battle" in the car market has begun: multiple car companies have updated the December car purchase benefits, with BYD's terminal prices showing a slight loosening.

BYD has launched various popular car models with different levels of discount policies in December. leapmotor, which has already completed its annual sales target ahead of schedule, updated the car purchase benefits for December on December 2nd.

cls.cnDec 3 01:48 ET

Semiconductor companies respond to the new round of export controls by the usa: overall impact is manageable, and the supply chain has been basically localized.

① In response to the new round of entity lists released by the usa, several A-share listed companies stated today that the expected impact is limited; ② Industry insiders analyzed that this round of sanctions has extended to the components sector, with a very fine granularity, requiring domestic semiconductor companies to focus on the security of the domestic supply chain; ③ Industry insiders stated that past cases have proven that the impact of the entity list on relevant companies will decrease marginally, and there is no need to panic excessively.

cls.cnDec 3 00:33 ET