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The rise of the domestic substitution concept! ZTE's straight rise exceeds 10%, semiconductors stocks are soaring one after another.
ZTE's stock price hit the daily limit, reaching a new high of more than 1 year, with over 1.5 million shares blocked. Lately, companies whose names start with the middle letter have frequently seen a bullish trend. Previously, China Greatwall Technology Group had consecutive trading limit up, China National Software & Service has also been consistently bullish, and Dawning Information Industry hit a historical high.
[Data Analysis] Short positions in IH and IF stock index futures increased significantly, with institutions selling more than 0.6 billion and dumping hithink royalflush information network.
① The short positions of the main contracts for IH and IF index futures have added more than 9,000 contracts, significantly more than the long positions. In addition, the long positions of IC and IM contracts have both significantly reduced. ② hithink royalflush information network was sold by two institutions totaling 0.64 billion, while the stock was fiercely battled by first-tier private equity funds.
Bull Market Express: Brokerage stocks are dancing again, with citic sec and east money information both hitting historic highs.
On November 7th, the market opened lower and went higher, with the Chinext Price Index leading the gains. The Shanghai Composite Index rose by 2.57%, the Shenzhen Component Index rose by 2.44%, and the Chinext Price Index rose by 3.75%. Brokerage sector surged, with citic sec and East Money Information stock prices hitting historical highs, driving the strength of diversified finance stocks. The market presents a situation of "switching between high and low", with active domestic consumer trends, sectors such as baijiu, food processing, agriculture, and the winter sports industry saw significant increases.
Specific subsidy plan released! Low-altitude sector expected to usher in a wave of orders.
The Ministry of Industry and Information Technology recently held the first plenary meeting of the leading group for the development of low-altitude industry, discussing and deploying the key tasks to promote high-quality development of the low-altitude industry. On the same day, the Shenzhen Transportation Bureau solicited opinions on the detailed rules for the implementation of "Several Measures to Support the High-quality Development of the Low-altitude Economy in Shenzhen". The draft for soliciting opinions proposes specific subsidy plans.
1.5 billion! The large-scale model unicorn Intelligent Spectrum Ecological Fund has completed its first closing. Beijing State-owned Assets and listed companies are limited partners.
The fund is led by Chipu, and jointly established in cooperation with Shijingshan Modern Innovation Industrial Development Fund, Guangdong Aofei Data Technology and other ecosystem partners; As of October, Z Fund has already deployed dozens of companies such as Basic Flow Technology, Wumen Core Sky, etc.
In the third quarter, the loss amount is close to the annual level of last year. How to solve the "dilemma" of the steel industry? Suggestions from the industry recommend actively reducing production.
① In the third quarter, losses in the steel industry intensified, with 21 out of 27 listed steel smelting companies recording losses, totaling over 14.5 billion yuan in losses, the quarterly loss total approaching last year's full year. ② Industry insiders believe that the main reason for the losses is the steel industry's own overcapacity, poor industry self-discipline, failure to actively limit production, product oversupply, continuously declining steel prices, slow decline in raw materials, and severe industry profit compression.
Brokerage performance in the third quarter is impressive, with 17 companies showing year-on-year positive growth, looking forward to further boost in the fourth quarter.
The arithmetic average of the quarter-on-quarter increase in net profit attributable to the mother of 18 listed brokerages or listed entities in the third quarter was 85%; asset management and proprietary trading are the "mainstays", with average net income growth of 9.32% and 33.84% respectively year-on-year. On October 30th, according to Caixin, the veil of performance of the top three quarters of brokerage firms is being lifted. On October 29th, 9 brokerage firms disclosed their third quarter reports. There are already 18 listed brokerage firms or listed entities that have disclosed their third quarter reports. The arithmetic average of the year-on-year growth rate of net profit attributable to the mother in the first three quarters of the 18 brokerages is 46.17%, with 11 showing positive growth and 7 showing negative growth. The brokerage performance mainly reversed in the third quarter.
Haoyue Information's first financial report after going public: net income of approximately 0.307 billion yuan in the first three quarters, but Q3 net income saw a slight year-on-year decline.
1. The financial report shows that the company's revenue and net income attributable to the parent have increased in the first three quarters of this year. The total research and development investment during the same period increased by over 30%; 2. On the first day of its listing, the company's stock price opened high and continued to rise, but the net amount of IPO funds raised was still lower than the amount of funds intended to be raised in the prospectus.
[Data Analysis] Chongqing Zonsen Power Machinery suffered from various funds selling off, while four first-tier private equity funds joined forces to compete for Shenzhen Infogem Technologies.
①Low-altitude economic concept stock chongqing zonsen power machinery was sold by institutions by over 60 million, sold by a retail investor seat by 0.136 billion, sold by algo seat by over 80 million. ②Fintech concept stock shenzhen infogem technologies was bought by four frontline retail investor seats, with each seat buying amount exceeding one hundred million yuan.
Concept Dynamics | Cailian News Theme Library Adds "Zhipu AI"
① On October 25, 2024, Zhipu AI launched AutogLM, an autonomous smart device. AutoGLM is a mobile phone operation assistant that simulates users clicking on the screen and a browser assistant that clicks on the web. Currently, it can be used with 8 well-known applications including WeChat, Taobao, Meituan, and Xiaohongshu. ② A list of Smart Spectrum AI concept stocks.
Geling Shentong's revenue in the first three quarters decreased by 72.99% year-on-year, planning to acquire controlling rights of Guoke Yidao to expand into the military industry.
①Regarding the performance changes, Glintsun expressed that due to Agricultural Bank of China's comprehensive requirements for digital transformation, the company's products need to complete localization adaptation and testing, resulting in delayed product delivery; ②Market analysts believe that in this acquisition, Glintsun pays more attention to the target company's customer resources in the military industry sector, which can complement Glintsun's existing computer vision technology, achieving synergy between channel resources and technology.
Institutions have continuously increased their positions in JA Solar Technology for two consecutive days. Five strong institutional investors join forces to seize opportunities in Shenzhen City.
PV concept stock JA Solar Technology received institutional buy of 0.168 billion, and the stock also received institutional buy of 0.125 billion yesterday; Tech Semiconductors saw significant institutional sell for two consecutive days. Chip concept stock Shenzhen Chixiangye Technology received joint buy from five top-tier private equity desks amounting to over 0.3 billion, with Guosheng Securities Ningbo Sangtian Road Branch buying 0.107 billion.
Market volatility affects the demand for information services, hithink royalflush information network Q3 net income decreased by 7.5%, Middle Eastern tycoons enter the top ten shareholders | Financial report insights
Hithink royalflush information network stated that the decrease in net income was mainly due to the impact of capital markets volatility on the demand for financial information services and the increase in the company's investment in the ai big model field. Hithink royalflush information network's top ten circulating shareholders have newly entered the Abu Dhabi Investment Authority and hold approximately 5.027 million shares.
2 billion redefines 'self-purchase'! East Money Information makes a big move to boost index funds, with 127 public funds purchasing themselves more than 5700 times this year.
①east money information late night 2 billion self-purchase announcement screen swiping; ②As for shareholding, it is clear: three types of equity funds, with the index benefiting the most; ③The scale of public fund self-purchase of non-monetary funds reached 2.7 billion within the year.
zhejiang daily digital culture group's subsidiary with losses introduced strategic investment of 0.14 billion, still included in the company's consolidated financial statements | Quick read announcement
1. The holding subsidiary, Communication Brain Technology Company, introduced Zhejiang Provincial Industry Fund of 0.14 billion yuan; 2. After the capital increase is completed, Smart Profit Dynamics remains a shareholder of Communication Brain Technology Company, holding 40%; 3. Communication Brain Technology's net income in 2023 is -25.998 million yuan.
"Repurchase, shareholding, and re-lending" is quickly implemented! The scale has exceeded 10 billion yuan, with central enterprises leading the trend.
①Yesterday, the first batch of 23 listed companies have disclosed information on shareholding, repurchasing, and additional financing, with the total amount involved exceeding one billion yuan; ②Among central state-owned enterprises, two major shipping giants, China Merchants Group and cosco shp sg, have multiple companies involved, while private enterprises are represented by industries such as aquaculture, photovoltaics, and semiconductors; ③Market participants believe that the new policy on additional financing has received enthusiastic responses, which will help further activate the market and bring more liquidity.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Responding to 'illegal surveying'! Tesla, navinfo co., ltd., and others spoke out late at night.
①Tesla: Compliance is the bottom line of corporate operation; ②Navinfo Co., Ltd.: Resolutely opposes all network rumors that smear and defame the company's reputation; ③Geely Zeekr: This matter has nothing to do with Zeekr, nor the actions of Zeekr's partners.
China Internet Security Association suggests reviewing intel products! The cybersecurity sector may see strong event catalysts.
① China Cybersecurity Association stated that Intel's security vulnerability issues are frequent. It is suggested to conduct a cybersecurity review of Intel's products sold in China to effectively safeguard China's national security and the legitimate rights and interests of Chinese consumers. ② Sinolink Securities research report pointed out the investment opportunities for the cybersecurity sector in the medium to long term. Individual stocks in the cybersecurity sector have been adjusting continuously for three years. The current sector combines cost-effectiveness and an outlook for a turnaround in difficult situations.
PCI Technology Group's latest winning bid exceeded 1.3 billion yuan, will the situation of consecutive net losses be reversed? | Quick read announcement
①pci technology group has recently issued multiple winning bid announcements. A post-market announcement today stated that the latest contract award exceeded 1.3 billion yuan; ②Is it possible for the company to reverse the trend of sustained net loss in the past two years, worth paying attention to; ③Cloud From Technology-UW's stock price fluctuations led to a fair value change in profit and loss of -0.267 billion yuan in the first half of the year, resulting in a significant change in profit.