[Market Data Analysis] IF and IM index futures bulls significantly increased their positions, and four Institutions jointly decided to Buy Guangdong Topstar Technology.
① If the Block Orders for the IF index futures increase by more than 5,000 contracts, and the IM contracts increase by more than 3,000 contracts, the increase in quantity is significantly greater than the short positions. ② The Robot Concept stock Guangdong Topstar Technology has been heavily purchased by four Institutions, with a total buying amount reaching 0.173 billion.
Brokerage morning meeting highlights: It is expected that 2025 will be the first year when the Real Estate Industry truly achieves stability and long-term development.
At today's Brokerage morning meeting, CITIC SEC proposed that 2025 will be the year when the Real Estate Industry truly stabilizes and moves forward; Tianfeng stated that industry demand is expected to recover, and the Autos Sector may gradually become optimistic; China Securities Co.,Ltd. pointed out that the current valuation of the Baijiu(Chinese Liquor) Sector remains low overall, highlighting its long-term investment value.
Three departments encourage the development of "AI+" research and design software, and industrial large models are expected to accelerate implementation.
The Ministry of Industry and Information Technology, the State-owned Assets Supervision and Administration Commission of the State Council, and the All-China Federation of Industry and Commerce issued the "Implementation Guidelines for Digital Transformation of Manufacturing Enterprises." It proposes to develop "AI+" research and development design Software, to construct datasets such as design models and simulation models, to carry out model training, and to develop innovative applications such as generative design and real-time simulation, to accelerate the research and development of new products.
Sungrow Power Supply's Director has "settled" in Hefei Taihe Intelligent Technology Group. The new management team stated that they will strengthen technical collaboration in the future | Focus on the Shareholders' Meeting.
① Sungrow Power Supply is valued at 19 billion and has acquired Hefei Taihe Intelligent Technology Group, with the latter's actual controller changing to Cao Renxian; ② The Board of Directors of Hefei Taihe Intelligent Technology Group has four non-independent directors, three of whom were nominated by the New energy Fund. The new management has stated that they will consider technical synergies between the two in the future.
Huawei significantly increases investment in its subsidiary, Jimu siasun robot&automation company, as humanoid robots receive another major boost.
① Recently, Dongguan Jimu Machinery Co., Ltd. underwent a business change, with registered capital increasing from 0.87 billion yuan to 3.89 billion yuan, an increase of about 347%. Dongguan Jimu Machinery Co., Ltd. was established in June 2023 and is wholly owned by Huawei Technologies Co., Ltd. ② Shanghai securities analysis pointed out that the upstream of the industry has recently welcomed intensive catalysts, further accelerating the development of the siasun robot&automation industry chain.
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.