China National Electric Apparatus Research Institute Co., Ltd.: The industry does not have supply greater than Demand for internal growth and external mergers and acquisitions| Direct hit earnings conference

①The company's new energy automotive testing business focuses on the three major areas of new energy autos. It actively explores endogenous growth and external mergers and acquisitions; ②Regarding the continuous increase in inventory amount, the company stated that it is mainly due to the rapid growth of the new energy battery post-processing system related new contracts. This product is customized, with a relatively long contract execution period. The increase in contract amount leads to an increase in inventory, and there is no situation of oversupply.

cls.cnNov 8 10:13 ET

[Data Analysis] 'Mysterious' seats sell over 0.5 billion, Hua Da Jiutian's popular stocks are quantified by algo capital for day trading.

①Chip concept stocks HuaDa Jiutian was sold 0.515 billion by Galaxy Securities Shenzhen Shen Nan Avenue Branch, which was less listed previously. ②Ofilm Group Co., Ltd, China Greatwall Technology Group, cig shanghai, and other popular market stocks were traded by algo funds.

cls.cnNov 8 05:09 ET

Semiconductor Manufacturing International Corporation: Consumer broad categories downstream market rebounds, layout power device production capacity in response to new demand | Direct hit earnings conference

①Zhao Haijun, of semiconductor manufacturing international corporation, stated that the price of some 12-inch nodes is good, the product mix is optimized, and the average selling price of the company rose quarter-on-quarter in the third quarter; ②It is expected that about 0.03 million pieces of 12-inch monthly production capacity will be released in the fourth quarter, at which time the capacity utilization rate and shipments will decrease; ③semiconductor manufacturing international corporation will accelerate the layout of power device capacity to fully support the development of the automotive industry and new energy markets.

cls.cnNov 8 05:00 ET

The implementation opinions of ai + transportation are being formulated. Institutions state that the inflection point of the asia vets driving industry has arrived.

At the 7th China International Import Expo in 2024, the Intelligent Transportation Shanghai Forum, officials from the Ministry of Transportation's Technology Department revealed recent work initiatives including: formulating the "AI + Transportation" implementation opinions. Anxin Securities' Ma Liang believes that multiple policies have been successively introduced to support the development of intelligent driving, combined with vehicle companies actively promoting the landing of urban NOA, marking a turning point for the intelligent driving industry.

cls.cnNov 7 19:02 ET

Involving some expenses related to the issue of cross-period confirmation, crown advanced material receives regulatory warning letter.

① Crown Advanced Material stated that the current chairman and CFO of the company are performing their duties normally. The administrative supervision measures will not have a significant impact on the company's daily operations, and the company's operations are all normal; ② With the introduction of relevant supply-side reform policies by industry associations and others, the photovoltaic industry chain may be expected to clear up by mid-2025 at the earliest, and overall profitability is expected to see a turnaround.

cls.cnNov 7 09:23 ET

Star evening news | Semiconductor Manufacturing International Corporation Q3 revenue hits record high, Huahong Company Q3 net profit increased by 226.62% year-on-year.

1. Semiconductor Manufacturing International Corporation: Huang Dengshan, the candidate nominated by the National Social Security Fund, has been appointed as the first category director, non-executive director, and a member of the board of directors nominating committee. 2. 20CM6 consecutive boards of Hao Ou Bo: The PE ratio is significantly higher than the industry PE ratio level. 3. Crown Advanced Material received the administrative regulatory measures decision document from the Jiangxi Securities Regulatory Bureau.

cls.cnNov 7 07:53 ET