Flow batteries
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The breeze of the short drama has blown towards the usa.
Kunlun Tech enters the USA short drama market.
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.
In the first three quarters, the net income of Pangang Group Vanadium & Titanium Resources decreased by nearly 80% year-on-year. New actions from major customers of vanadium electrolyte | Interpretations of financial reports
①pangang group vanadium & titanium resources performance under pressure, with a year-on-year decline of nearly 80% in net income for the first three quarters; ② The downstream key customer of the company's star product, vanadium electrolyte, Dalian Rongke, has recently taken new actions.
Brokerages need a bull market more than individual investors.
This National Day holiday is somewhat unusual, with the A-share market experiencing an unprecedented surge before the festival, making countless people restless, hoping for the first time not to take a break and to open the market quickly.
Witness history! The sse composite index surged by 10%! All A-share brokerages hit the limit up! Semiconductors almost all hit the limit up.
After the National Day holiday, the A-share king is back!
Bull market resurgence in 2015? Morgan Stanley: Another 2-3 trillion retail investors' funds may enter the market
According to Daiwa's estimation, if retail investors' sentiment remains high, as much as 2-3 trillion RMB in China's household financial assets will be reallocated to the stock market. As long as the momentum is strong enough, brokerage stocks are expected to rise by another 30%, and roe may rebound to around 13%.
Brokerage stocks continued to soar in the afternoon! Chinese brokerage sector rose by over 12%, with China Merchants and other individual stocks hitting new highs.
As of around 3 p.m., the Chinese brokerage index rose by 11%, hitting a new historical high. China Merchants Securities and China International Capital Corporation surged by over 20%, csc rose by 17%, Orient Securities rose by over 15%, Guolian Securities rose by over 11%, Everbright Securities rose by over 10%, and Gf Sec rose by over 8%.
Huawei Cloud releases HuaZhi Big Model 5.0. Rapid progress in the domestic AI big model industry.
① The Huazhi University Model Industry Application Seminar with the theme of “Symbiosis of Digital Intelligence and Win-win Industry” was held in Shanghai. The conference was co-hosted by Tongfang Knowledge Network and HUAWEI CLOUD. At the conference, Huazhi Grand Model 5.0 was released. ② The Hualong Securities Research Report said that technically, the domestic AI big model industry is developing rapidly, and leading manufacturers have basically completed comprehensive benchmarking of the GPT series models.
Various AI applications in different categories are constantly emerging domestically, and the prosperous AI ecosystem may drive related companies' explosive performance.
On August 19, the jointly established "AIGC (Generative Artificial Intelligence) Joint Innovation Laboratory" by the China Central Broadcasting and Television General Station and Zhejiang University was unveiled. Hao Jin Securities' Ni Shuang said that the pace of large-model releases is gradually slowing down, and the development of AI applications in various categories is intense and gradually showing advantages in overseas markets, which may promote the construction of the AI ecosystem.
Instead of looking at whether or not fines were received, the focus is on how many fines were received, with leading brokerages receiving a high number of fines, mostly from investment banks.
① In the year when Andak Technology, sponsored by Citic Securities, went public, the non-deductible loss was 0.634 billion yuan, and Hengyi Petrochemical's convertible bonds had an operating profit decrease of more than 50% in the year of issuance; ② In Bonam Precision, which terminated its IPO withdrawal, the sponsor did not execute the verification procedure properly and did not carefully check abnormal situations.
Lead by SPD Bank, a credit of 5 billion yuan has been granted to purchase 51% equity of Tianyue Coal Industry... Wintime Energy issued 20 announcements on the eve of its resumption of trading | Speed Reading Announcement
① Tomorrow, Wintime Energy will resume trading and has announced plans to invest up to 0.35 billion yuan in acquiring 51% of Tianyue Coal Industry's equity. ② Today, the company also disclosed announcements related to Haizeitan coal mine receiving 5 billion yuan of syndicated loan credit, progress in acquiring mining rights for aluminum extracted from coal and other projects.
Annual earnings exceed 2 billion yuan, yet Wintime Energy is launching a stock price self-help campaign. How is the first-line production situation of the company? | Company research
① The Wintime Energy protection combination has attracted market attention, and the company's stocks will resume trading on Thursday, August 8th. ② Has Wintime Energy's stock price been mistakenly affected by emotions? How is the company's production situation? Caixin reporters bring you frontline coverage.
"Pre-emptive self-rescue" Wintime Energy plans to suspend trading for major matters, intends to increase repurchase and cancellation efforts | Speed Reading Announcement
①Within a week, Wintime Energy became the second company to announce a major event after Guangdong Highsun Group and plans to suspend trading from tomorrow; ②The company hit the limit down this morning and reached a minimum price of 1.01 yuan. In the afternoon, after the company announced an increase in the repurchase amount and a change in the repurchase purpose, the stock price surged significantly, with a turnover of over 1.8 billion yuan.
Aiming at new energy minerals! Shandong Yulong Gold acquires affiliated company graphite mine | Quick announcement.
Shandong Yulong Gold plans to spend no more than 17 million Australian dollars to acquire Huaiteng Mining, in order to obtain two African graphite project mining rights. Ankuabe project currently plans to design an annual processing capacity of more than 1 million tons of ore, and an annual production of more than 60,000 tons of natural flake graphite concentrate.
Wintime Energy's net profit in the first half of the year is expected to exceed 1 billion yuan, and the Haizeitan coal mine may become a new profit pillar for SMI Vantage. | Quick announcement
Wintime Energy's net income is expected to be between RMB 1.16 billion to RMB 1.26 billion in the first half of the year, a year-on-year increase of 14.54% to 24.41%. However, the company's stock price has been fluctuating above the 'face retreat warning line', and recently implemented both stake increase and buyback measures.
The BAT collectively launched the API "moving" service! OpenAI blocks Chinese developers, and domestic big model players accelerate their land acquisition.
①OpenAI terminates the API service provided to China, leading to multiple domestic large model companies launching migration plans. ②For domestic AI large model companies, this move by OpenAI is an opportunity.
Xizi Clean Energy Equipment Manufacturing plans to participate in the demonstration project of energy storage and flexibility transformation for thermal energy storage and peak load regulation in order to improve the flexibility of thermal power layout. |
Xizi Clean Energy Equipment Manufacturing announced that it plans to participate in the construction of the 600MW subcritical thermal power unit steam extraction and energy storage flexible peak-shaving and heat storage transformation project in Longshan, Hebei, and has signed a contract with its subsidiary Hepu Energy. The company's participation in Hepu Energy is aimed at promoting the layout of thermal power flexibility peak-shaving and energy storage transformation, and this project is the first demonstration project of steam extraction and energy storage flexible peak-shaving and heat storage transformation of the thermal power unit jointly participated by both parties.
CITIC China Securities Capital has been fined for investing in 8 foreign funds in violation of regulations involving CNNC's “transfer of finance”
① On the evening of April 19, CNNC Titanium, CITIC Securities, etc. issued a joint announcement stating that they had received the “Advance Notice of Administrative Penalty” from the Securities Regulatory Commission, and that Wang Zelong, CITIC Securities, etc. were fined more than 230 million dollars; ② The market believes that the rapid implementation of preliminary sanctions against CNNC Titanium White's actual controllers and related agencies indicates a shift in management mentality, reflecting the supervisory idea of strict supervision and comprehensive strengthening of penetrating supervision.
OpenAI CEO Altman: GPT-6 is a general tool that can help in all aspects; ASML: It is reasonable for China to increase mature production capacity; ByteDance Europe launches new app TikTok Lite|AI Daily Morning News
① Kunlun World Wide Tiangong 3.0 and Tiangong Sky.Music music models begin public beta; ② ByteDance launches new app TikTok Lite in Europe; ③ Stanford University 2024 AI Index Report: Dharma Medical AI was selected for the annual highlight study.
Zhiguang Electric's energy storage company was valued at 2.5 billion yuan after the introduction of the war investment, and was supported by more than Guangdong state-owned assets
① The listed company Zhiguang Electric recently announced that its holding subsidiary Zhiguang Energy Storage has completed a new round of financing, with a total scale of 700 million yuan, and the post-investment valuation increased to 2.5 billion yuan; ② Most of the investors attracted by Zhiguang Energy in this round of financing have a state-owned background. Among them, Guangdong Finance Holdings invested a total of 300 million yuan through its two funds, and the CDK Manufacturing Transformation and Upgrading Fund invested 300 million yuan.