Total investment exceeds 19 billion! The leading company in the Shanghai Chlor-alkali Chemical Industry in Inner Mongolia signs a large L for the integrated green Energy project | After-hours announcement summary.
Zhejiang Crystal-optech: plans to acquire 95.6% of Aicos's shares for 0.3235 billion Cash / Money Market.
The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.
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Siasun Robot&Automation, Deepseek and other main themes are repeatedly active, pay attention to the possibility of further differentiation after the emotional climax.
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Counter-cyclical layout of high-performance fluorinated New Materials, Zhejiang Juhua invested 4.2 billion yuan to increase its stake in Gansu Juhua | Quick Announcement
① After the completion of the high-performance fluorinated new materials project, the average annual sales revenue will be 8.211 billion yuan, with an average annual net income of 1.068 billion yuan; ② Zhejiang Juhua stated that the high-performance fluorinated new materials project is an urgent need for Zhejiang Juhua to maintain its leading position in fluorinated refrigerants and fluoropolymers; ③ In recent years, market competition in fluoropolymers has been fierce, being at the bottom of the industry cycle, and major domestic fluorochemical competitors have been approaching resource areas.
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.
The expectation of alumina production boosts the market for caustic soda, and the profitability of related listed companies is expected to improve | Industry Dynamics.
① Driven by expectations of downstream Aluminum oxide expansion, on January 7, the Futures Block Orders contract SH2505 for caustic soda reached a high of 3068 yuan/ton, refreshing a nearly one-year high during the trading session; ② Tangshan Sanyou Chemical Industries stated that, supported by the growth in demand for downstream Aluminum oxide and electrolytic Aluminum, caustic soda prices are expected to be running at a high level in 2025.