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.
[Data Watch] Multiple Penghua Guozheng Semiconductor Chip ETFs see a surge in trading volume, with strong speculators offloading over 0.5 billion worth of Visual China Group.
① The trading volume of multiple semiconductor and Chip ETFs has significantly increased, with the trading volume of the Penghua Guozheng Semiconductor Chip ETF (512480) rising by 112% compared to yesterday. ② Visual China Group, a concept stock of Douyin, is facing intense competition from several leading retail investors, among which HTSC's Tianjin Dongli Development Zone Erwei Road Trading Department sold 0.509 billion.
The traditional peak season at the end of the year combined with the "old-for-new" policy brings growth! The A-share Autos sector is experiencing strong fluctuations.
In November, monthly production and sales of Passenger Vehicles surpassed 3 million units for the first time. Institutions pointed out that the traditional peak season at the end of the year, combined with the "trade-in for new" policy, has increased the retail momentum in the Passenger Vehicle market.
Inquiry for transfer frequently occurs! The trade volume on the Star exceeds 5 billion, public funds become the Block Orders.
① According to data from Xingkuang Statistics, as of December 13 this year, 28 companies on the Star have announced their inquiry transfer situations, an increase of about 1.5 times compared to the same period in 2023; over 40 Shareholders are involved in the inquiry transfer; the total amount involved exceeds 5.1 billion yuan; ② In terms of the categories of Institutions receiving the transfers, public Funds have become the main force for taking over. Among them, Nord Fund has the highest number of allocations.
Douyin Doubao is on fire! The leading company has achieved six trading limits in ten days, benefiting from the restructuring of listed companies.
① The Doubao model has experienced rapid growth, with MAU second only to ChatGPT. In the A-share market, Tianyu Digital Technology closed with 6 consecutive uptrends in 10 days on Friday, while Juran Zhijia had 5 uptrends in 6 days. ② According to incomplete Statistics, as of the time of writing, 8 listed companies have recently participated in institutional research or interactions on platforms regarding cooperation related to Doubao (see attached table).
This week, another 10 companies added! Hangzhou Hikvision Digital Technology and several other stocks have disclosed shareholding repurchase plans and renewed loan plans, a list of related A-shares is as follows.
① This week, the special loans for Share Buyback and Shareholding continue to surge. According to incomplete Statistics from Caixin, 10 A-share listed companies announced the relevant situation of Share Buyback and Shareholding related to re-loans (attached table); ② Hangzhou Hikvision Digital Technology plans to use its own funds and special loans for the largest amount of share buyback, with a maximum not exceeding 2.5 billion yuan.