[Market Data] IM期指 bulls significantly reduced positions, Institutions continuously sold off Kunshan Kinglai Hygienic Materials.

① The main contract for the IM futures has seen a decrease of nearly 7,000 long positions, with the reduction being significantly greater than that of the short positions. ② Stocks related to the Lithography Equipment Concept, Kunshan Kinglai Hygienic Materials, experienced Sell by Institutions of 0.191 billion, and the stock also faced over 90 million in Sell by Institutions yesterday.

cls.cnMar 28 06:00 ET

Concerns remain as the market shows signs of recovery after hitting a bottom, with deep-sea Technology and cyclical stocks becoming the focus of attention.

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cls.cnMar 24 21:20 ET

The display chip industry is approaching a cyclical turning point, and the anticipated synergy from leading consolidation is promising.

① The display chip Industry is experiencing a recovery this year. Recently, Xinxiang Micro announced its acquisition of Aixiasheng, which is expected to be a key signal for the industry to reach a turning point; ② Both companies focus on the display chip field, and the integration effect after the company restructuring is significant; ③ Peking Electronic Control is an important Shareholder of Xinxiang Micro, and in its "chip-screen" ecosystem, the synergistic effects between Xinxiang Micro and related parties such as Yandong Micro and JD.com will also be stimulated, becoming an important driving force for the industry's recovery.

cls.cnMar 16 20:38 ET

New Phase Micro plans to acquire 100% equity of AiXieSheng Technology. The target company's revenue is expected to exceed 1.2 billion yuan in 2024. Shenzhen Yitoa Intelligent Control had previously intended to make an acquisition.

① New Xiangwei plans to acquire 100% equity of Shenzhen Ai Xie Sheng Technology Co., Ltd. through the issuance of shares, convertible bonds, and cash payment; ② New Xiangwei will form a positive synergistic and complementary relationship with the symbol company in product categories, Technology research and development, customer resources and sales channels, and supply chain integration.

cls.cnMar 14 10:02 ET

The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation

① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.

cls.cnMar 12 00:30 ET

The industry conference will be held, and the industrial application of solid state batteries is expected to accelerate.

① The 2025 Solid State Battery Technology Exchange Conference and the First Dry Electrode Technology Seminar will be held in Bengbu, Anhui from March 18 to 19, 2025. ② Yang Jingmei from Western Securities stated that the rapid development of emerging fields such as humanoid robots, eVTOL, and AI glasses has created an urgent demand for increased battery energy density, and the industrial application of Solid State Batteries is expected to accelerate.

cls.cnMar 11 19:53 ET