Two controlling persons of the CRO giant are under investigation by the CSRC! | Selected After-Hours Announcements
Two controlling shareholders of a CRO giant have been investigated by the CSRC! A well-known liquor company announced that its actual controller has changed to the Municipal Finance Bureau; a wind power giant urgently clarified that its shareholder is not a popular male star...
The solid-state battery industry summit is approaching, with the industrialization process continuing to advance, and these stocks frequently being surveyed by institutions.
The 3rd AEPT Solid-State Battery Industry Summit and the 2026 Starting Point Solid-State Battery Technology Forum will be held in Shanghai from June 16 to 17, 2026.
[Data Insights] Institutional and northbound capital engage in fierce trading of Han's Laser; CSI 300 ETF saw a reduction in shares last week.
① The PCB concept stock, Dajia Laser (Han's Laser), surged to a two-day limit within three days, hitting a record high in share price. It was purchased by two institutions for 4.38 billion yuan but sold by three institutions for 6.67 billion yuan, while Shenzhen-Hong Kong Stock Connect sold 2.61 billion yuan worth of shares. ② The share volume of several ETFs related to the CSI 300 Index has significantly decreased. In particular, the Huatai柏瑞 CSI 300 ETF (510300) saw its shares drop by 2.9349 billion last week.
60% of A/H share listed automakers reported year-on-year sales growth in April, with the new energy vehicle penetration rate surpassing 60% for the first time and exports continuing to grow significantly.
①In April, retail sales of new energy passenger vehicles reached 849,000 units, representing a year-on-year decrease of 6.8%. The penetration rate exceeded 60% for the first time, reaching 61.4%. ②In April, passenger vehicle exports (including complete vehicles and CKD) amounted to 769,000 units, marking an 80.7% year-on-year increase, continuing the robust growth trend. ③The market share of domestic brands remains strong, with traditional domestic automakers successfully transitioning. Meanwhile, export volumes have surged, driven by the dual engines of new energy vehicles and domestic brands, making overseas expansion a core growth driver.
Trends, Group Mentality, and Frenzy – A Guide to the 'Main Theme' Investment Approach in China's A-Share Market
The strategy research report system of SDIC Securities elaborates on the methodology for identifying key themes in the A-share market, proposing four major tools: macro narratives, industry trends, incremental capital, and style rotation. It emphasizes focusing on one or two tools while avoiding mixing them. From the perspective of incremental capital, 'all trends lead to抱团 (concentration),' with excess returns, valuation divergence, and incremental capital peaking sequentially serving as sell signals. Style rotation requires cross-verification of trading signals and logical signals.
BYD accelerates its expansion in the B-end market.
Focus on high-end development.