399803 CSI Industry 4.0 Index
- 3282.84
- -38.21-1.15%
Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.
[Data review] Northbound capital increased its holdings for 8 consecutive days, and the turnover of military and new energy ETFs in the Ningde era increased dramatically month-on-month
① Among the top ten transactions of the Shanghai and Shenzhen Stock Connect, Ningde Times ranked third in net purchases. The stock has received net purchases from northbound capital for 8 consecutive trading days. ② Among the top ten ETFs with a month-on-month increase in turnover compared to yesterday, there were two military and three new energy-related ETFs. Among them, the turnover of military ETF (512660) increased 121% month-on-month.
The popularity of autonomous driving is rising, and the industry is expected to be stimulated by both technological breakthroughs and demand volume
Debon Securities pointed out that in the context of continuous upgrading of autonomous driving technology, on the one hand, existing domestic high-level autonomous driving will break through to a higher level, and at the same time, some autonomous driving functions will also slow down and gradually become the “standard” for smart cars.
Guoxin Securities's re-receipt warning letter concerns the use of capital raised by science and technology innovation board company Opt
① Xu Xueliang, director of Opt, once told the “Science and Technology Innovation Board Daily” reporter, “Mainly because the early plans between fund-raising projects were not clear, but the funds for the fund-raising projects were distributed normally to the project, and no fund-raising project funds were misappropriated.” ② Guoxin Securities also received 2 warning letters in April of this year, which involved various issues relating to the company's compliance and internal control. At the same time, the company's executive positions also recently completed a new round of changes.
Demand for computing power is exploding under the AI wave, and these chips are expected to usher in a golden period of development
① China Mobile officially unveiled the Dayunbanshi DPU at its 2024 Computing Power Network Conference. The chip has a bandwidth of 400 Gbps, doubling the maximum transmission rate of domestic DPU chips. ② Minsheng Securities pointed out that under major trends in the development of AI technology such as ChatGPT, demand for computing power is prominent, and DPU is expected to usher in a golden period of development.
Robot leaders did not increase revenue, did not increase profits, and market competition intensified Eston's losses for the second consecutive quarter
① Eston's 2023 and 2024 Q1 continued to experience no increase in revenue and profit, and last year's Q4 and this year's Q1 also experienced the first loss of non-net profit deduction since listing. ② The company explained that competition in the industry market intensified, and the company expanded to undertake intelligent production line business, resulting in a certain decline in gross margin. ③ In terms of business development, the company is speeding up the deployment of segments such as photovoltaics, power batteries, energy storage, and new energy vehicles.
The rise in mainstream panel prices in April may further expand the industry to welcome structured investment opportunities
① Qunzhi Consulting predicts that with the further increase in panel demand, the price increase of mainstream panels is expected to expand further in April. ② According to the China Galaxy Research Report, there is a clear trend of price rebound in some segments in the panel, and the industry will usher in structured investment opportunities.
The computing power section has “exploded”! Is IFF preparing for a new wave of rising and stopping markets?
The agency said that with the general trend of artificial intelligence development, computing power has once again become the clearest direction, and demand is expected to continue to be booming.
[Looking at the data] Northbound Capital reduced positions for 3 consecutive days, and the turnover of Midea Group's two A50 index ETFs surged month-on-month
① Among the top ten transactions of the Shanghai and Shenzhen Stock Connect, the Midea Group had the highest net sales. The stock was net sold by Northbound Capital for 3 consecutive trading days. ② Among the top ten ETFs with a month-on-month increase in turnover compared to yesterday, the two A50 related ETFs ranked first and third. Among them, the China Securities A50 ETF Index Fund (560350) ranked first with a 59% month-on-month increase in turnover compared to yesterday.
Is the life of a photovoltaic “shovel seller” difficult too? Maiwei Co., Ltd.'s revenue doubled last year but overall gross margin declined | Annual Report Interpretation
① Maiwei's revenue nearly doubled last year, but net profit increased by only 6%. It is worth noting that the company's overall gross margin fell 7.79 percentage points last year; ② Last year, the company developed second-generation fence-less technology NBB and its string welding equipment, which is conducive to further cost reduction for heterojunction batteries.
Chen Jihong, Chairman of Huazhong CNC: Using the “Chinese Brain” to Equip “Made in China” | Interview with the head of TheOne
① Chen Jihong said that in order to seize the favorable opportunity of “time, time and place,” the company will once again achieve a breakthrough in high-end CNC system applications such as 5-axis; ② As the world's first intelligent CNC system equipped with AI chips, the Huazhong 9 intelligent CNC system has now been used in small batches by many domestic machine tool companies; ③ According to Chen Jihong, in 3-5 years, domestic CNC systems will have a collective breakthrough.
Northbound Capital Purchase Report: Midea Group received net sales of 370 million yuan
Northbound Capital had a sharp net sale of 2,997 billion yuan today.
Hengli Hydraulic: Pressure on excavator hydraulic products affects growth rate Mexican factory is expected to test production in Q2 | Annual Report Interpretation
① At the company's hydraulic parts production base in Mexico, the main project was basically completed during the reporting period, and trial production is expected in the second quarter of this year. ② In 2024, the company aims to achieve a 6% year-on-year increase in revenue.
Weekly preview | Tech giants set off a frenzy of results releases! Tesla, Meta, Microsoft, and Google are on the list one after another
US GDP for the first quarter and core PCE data for March will be released. China's April LPR will be announced on Monday; the Bank of Japan will announce the new interest rate decision on Friday.
Net profit increased by nearly 40% year-on-year, 50 billion memory chip leaders disclose first quarter report|Highlights of post-market announcements
Hongbo Co., Ltd.: The board of directors agreed to dismiss Zhou Weiwei as Deputy General Manager
Save money! Has Huasheng New Energy's 0BB process for heterojunction non-main gate components become a powerful tool for cost reduction?
① Huasheng New Energy launched 0BB modules, further reducing silver paste consumption. This technology is expected to reverse the disadvantages of heterojunction in terms of cost per watt; ② 0BB technology is already in the industrialization stage, and production costs for batteries such as TopCon and heterojunction are expected to be further reduced.
Changsha was the first to land! The subsidy fund for the home appliance trade-in campaign is expected to reach 39 million yuan this weekend
① The Housing and Urban-Rural Development Bureau of Changsha City recently issued a notice to various communities that it will launch a large-scale home appliance trade-in campaign throughout the city from April 20 to 21. The special subsidy is expected to invest 39 million yuan; ② Whether the government will grant Tongcheng Holdings a corresponding subsidy for this subsidy fund, the relevant person in charge of the company replied “I hope so”.
Northbound Capital Purchase Report: Ningde Era received net sales of 613 million yuan
Northbound Capital had a net sale of 232 million yuan today, which is a net sale for 2 consecutive trading days.
Heavy warehouse bought back Meituan Kuaishou! Zhong Geng Qiu Dongrong's quarterly report revealed that there were many moves to adjust positions
Early this morning, Qiu Dongrong's products revealed a quarterly report.
“Ning Wang” Q1 performance exceeded expectations! Gross profit margin hit a new high in nearly two years, and net profit remained at the scale of 10 billion dollars in a single quarter|Financial Report Interpretation
① Ningde Era's Q1 net profit was 10.5 billion yuan, and gross margin reached a record high in nearly 2 years. ② The industry believes that tonight's performance in the first quarter report of the Ningde Era exceeded expectations