The starting economy
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- -27.078-2.42%
The repayment plan for Lingnan Convertible Bonds has been released, reducing Hold Positions for installment repayment, with the first installment repayment ratio being 10%.
① Lingnan convertible bonds have experienced a substantial default without the underlying stock being (Delisted), becoming the first case of a state-owned enterprise's convertible bond default. ② Behind the Lingnan convertible bond default is the common issue of cash collection faced by construction companies.
The TikTok ban is approaching! Xiaohongshu has internationalized overnight; what changes will occur in the ecosystem of social applications in the USA?
Xiaohongshu may be able to gain the attention of American users through the TikTok incident, but as user enthusiasm wanes and there is no local market marketing, it is difficult for Xiaohongshu to have the same level of influence in the USA as TikTok.
The city's duty-free shops are making progress as Wangfujing Group collaborates with Wushang Group to establish a presence in Wuhan | Quick announcement.
① The city’s duty-free shops have made progress, with Wuhan's first city duty-free store to be jointly operated by Wangfujing Group and Wushang Group. ② Looking at Wangfujing Group's Earnings Reports, despite the pressure on revenue, the duty-free industry is experiencing significant growth, but its limited scale restricts its effect on overall revenue.
[Data Viewing] Institutions are actively acquiring multiple Copper high-speed connection Concept stocks, while four speculative funds are jointly offloading Leyard Optoelectronic.
① Multiple copper cable high-speed connection concept stocks have been bought by Institutions, among which Ruikeda has been bought by four Institutions for 0.276 billion. ② AI glasses and Robot Concept stocks Leyard Optoelectronic have been sold by four retail trading spots, with a total selling amount exceeding 0.48 billion.
[Data Observation] The four major futures indexes have substantially reduced short positions, and two Institutions Sell Leyard Optoelectronic 0.528 billion.
① Among the four major Equity Index Block Orders, only IM has slightly increased long positions, while the short positions in all four contracts have significantly decreased. ② First-line funds maintain a high level of activity, with Siasun Robot&Automation and Consumer still being the key areas of focus.
Emergency suspension on Monday and collapsed on Thursday, a-zenith home furnishings' trade on ownership change has not reached an agreement. Before the information disclosure, the stock price had risen for several consecutive days | Summary of the announc
1. A-zenith Home Furnishings, which announced an emergency trading halt before the opening on Monday, tonight announced the termination of the planned change of controlling rights and will resume trading from tomorrow's market opening. 2. A-zenith Home Furnishings stated that the controlling shareholder has negotiated the core terms of this trade with the acquirer. Prior to the trading halt, A-zenith Home Furnishings' stock price had risen continuously for several days. 3. A-zenith Home Furnishings' performance continues to be under pressure. If the financial indicators for the year 2024 still cannot be effectively improved, there is a possibility of being warned of the risk of (delisted).
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.
The game "Black Myth: Wukong" continues to be popular, and is expected to drive an increase in demand for cloud gaming.
gtja securities believes that on August 20, 2024, the game science company's product "Black Myth: Wukong" went online, and the topic of the product continued, with the potential to break through the circle and attract more non-traditional console gamers who do not have hardware conditions to experience cloud gaming.
"Black Myth: Wukong" triggers excitement in the capital markets, attracting attention to this spatial computing company.
①With space calculation technology, Siasun Robot&Automation helps the production of the game "Black Myth: Wukong"; ②Liu Yaodong, director of Siasun Robot&Automation, told the reporter of "STAR Daily" that in the future, the company will also explore new directions such as embodied intelligence of robots and autonomous driving of drones.
Trending first! Wukong exploded, a milestone in domestic gaming.
Come soaring through the clouds and face destiny head on!
With a bottom line of less than 100,000 yuan, the first "state-owned enterprise convertible bond default" has turned the corner, and state-owned assets are taking action to acquire part of the "Lingnan convertible bond".
Lingnan convertible bond has recently expired, and the issuer Lingnan Group is unable to pay interest and principal on time, which is the first default of a national enterprise convertible bond in China. State-owned assets are expected to be acquired at a price of 100.127 yuan per bond, which exceeds the face value of the bonds but is lower than the originally agreed payout price. The announcement stated that this major event is still in the planning stage, and there is significant uncertainty as to whether it can proceed as expected.
Foshan Yowant Technology proves its performance rebounded, and its anchor Jia Nailiang won the title of "number one salesman" among its affiliates.
During the e-commerce mid-year promotion from May 20th to June 18th, the top-selling position on the Douyin platform was mainly held by Guangdong couples, Yuhui Tongxing, Jia Nailiang, and Mr. Dong in turn. The 618 promotion data showed that a total of 153 anchors from Foshan Yowant Technology participated in the promotion, and there were frequent appearances of breaking 100 million viewerships in each live broadcast room, with more than a dozen broadcasts breaking 10 million viewerships.
Two families in one night, refill streams+consolidate control! Local state-owned listed companies with small market capitalization plan to increase their controlling shareholders
① Kaikai Industrial plans to issue a targeted additional 25.2 million shares to the controlling shareholder, raising nearly 206 million yuan; ② Through the fixed increase, Kaikai Group's shareholding ratio will rise from 26.51% to 33.41%; ③ The announcement stated that the intention is to avoid disorderly competition for control of listed companies; ④ Currently, on the Kaikai Industrial shareholder list, Jing'an State-owned Assets Group holds 29.34% of shares and has no competitors.
Hong Kong stocks and A shares burst out of nowhere! How credible is this rumor?
Today is another day dominated by rumors!
Up to 82.27%, 6 companies over 50%. Next week, a large percentage of companies will be unbanned.
① The top three unbanned market capitalization were: Autoway ($8.111 billion), Bank of Xi'an ($3,695 billion), and Feilo Audio ($3.386 billion); ② Judging from the unbanned ratio, Wangli Security, Bide Technology, and Liande Co., Ltd. ranked in the top three, with percentages as high as 82.27%, 67.47%, and 65.66%, respectively. In addition, Fengshang Culture, Boshuo Technology, and Guanzhong Ecology have also lifted more than 50% of the ban.
Losses expanded in the first year after the name change, “the first share in live e-commerce”, Yuanwang Technology changed its name and did not change operation|Financial Report Interpretation
① In 2023, Yuanwang Technology, the “first stock in live e-commerce,” continued to lose money, and the amount of loss increased; ② The market had long anticipated that Yuanwang Technology had no hope of reversing losses last year. The company lost 450 million yuan in the first three quarters of last year; ③ There were also highlights in Yuanwang Technology's operations last year, such as the total GMV of over 3.29 billion yuan during the Double Eleven period, an increase of 38% over the previous year.
Douyin's first virtual production short drama is about to be launched, and the XR virtual shooting market is expected to usher in a breakthrough
① Recently, the short drama “72 Lives”, co-produced by Douyin and Chuangyi Technology, held a screening salon in Beijing. The drama is the first virtual production short drama in China, filmed in a studio using an LED virtual screen. ② Virtual shooting enables pre-production of post-production of visual effects, which can greatly shorten the post-production cycle. According to ResearchAndMarkets, the global virtual production market will reach 5.1 billion US dollars in 2027.
Apple WWDC conference preview: not just headsets, the triple impact of XR+AI+ creative tools
Apple Developer Conference WWDC23 will be held from June 6 to 10, Beijing time. The conference may unveil new IOS17, OS systems, Mac computers, and the next generation of MR headsets.
Express News | A-share review: the gem index rose 1.25%, Yuan Universe and media stocks set off a stop-and-stop trend, and more than 100 shares in the two cities rose by the daily limit.
Express News | A-share afternoon comment: the gem index rebounded by 1.51%, with northward capital inflows of nearly 10 billion in half a day.