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Hong Kong stocks and A shares burst out of nowhere! How credible is this rumor?
Today is another day dominated by rumors!
Four departments including the Ministry of Industry and Information Technology recently issued documents to welcome major policy benefits for the low-altitude economy
On March 27, four departments including the Ministry of Industry and Information Technology issued the “Implementation Plan for Innovative Application of General Aviation Equipment (2024-2030)”. Among them, it is proposed to encourage exploration and construction of an integrated transportation low-altitude route network, and focus on cultivating new forms of manned air traffic such as business travel, air ferries, and private charter flights.
CES Consumer Electronics “Spring Festival Gala”: Technology companies “show muscle”, AI empowerment becomes the highlight
Cars are becoming more intelligent
Jimi Technology's net revenue and profit declined for five consecutive quarters, the domestic industry experienced consumption downgrade, and overseas markets grew rapidly
① In recent years, the price of home projectors has generally been reduced. According to IDC data, the total shipment volume of the Chinese projector market in 2022 was 5.05 million units, up 7.4% year on year, but sales volume was 19.85 billion yuan, down 7.4% year on year; ② The company's products have entered overseas retail channels including BestBuy, MediaMarkt, Fnac, Darty, and Tsutaya Home Appliances.
Hisense Video maintains performance growth in Q3 and highlights the Matthew effect in the industry|Financial Report Interpretation
① Hisense Video's performance continued to grow in the first half of the year in Q3. ② Analysts said that the ability of large Chinese enterprise brands to achieve performance growth is partly due to the market share gained under the downgrade of overseas consumption. In terms of panels, the continued increase in prices is expected to be difficult to consolidate.
The semi-annual report of virtual reality VR terminal business was eye-catching, and the Morgan funds of Shanghai Investment Corporation increased their positions on a large scale.
In terms of business highlights, intelligent terminal business has achieved considerable growth, VR research and development, technology and product reserves have been upgraded, and on-board display has been assigned to a number of key projects for core customers. According to its latest list of top 10 tradable shareholders, Hong Kong Securities Clearing Limited, which represents northward capital seats, entered the 10th place on the list, while CSI emerging Power Hybrid, headed by well-known fund manager du Meng, also continued to increase its positions.
Open source securities: negative factors improve obviously optional consumption rebound at the right time
Zhitong Financial APP learned that open source securities released a research report saying that negative factors such as the decline in the real estate boom in 2021 and high shipping costs are gradually improving. From the current point of view, the improvement in negative factors is more obvious, such as the continuation of the trend of relaxation of real estate policy and the downward trend of sea freight rates. Along with the improvement of negative factors, there have been some positive factors, such as the central bank's reduction of reserve requirements, the steady growth of the real economy, the appropriate adjustment of epidemic control science and logistics to ensure the stability of people's livelihood, and the landing of the tariff exemption policy, superimposed on the 618 new products of various enterprises. the bank is expected to jointly benefit the release of consumer demand and higher valuations of the consumer sector.
Skyworth Digital: The company's VR product sales and revenue are increasing every year, favoring customized solutions for large customers in overseas markets
In-depth article | The “de-Xiaomi” campaign of the Xiaomi ecosystem chain
With the development and growth of Xiaomi ecosystem enterprises, more and more companies have begun to launch their own brands and seek greater autonomy. Why should eco-chain enterprises “de-miniaturize”? What is the essence of Xiaomi's eco-chain style of play?
News flash: Huawei Hongmeng concept continues to pull up many stocks such as Xinhai Technology in the afternoon.
December 13 news, Huawei Hongmeng concept continued to rise in the afternoon, as of press time, Wanxing Technology, Xinhai Technology rose more than 13%, China Kechuangda, Chaotu Software, Jiulian Technology followed.
News flash: The opening of the home appliance sector pulls up, and the rise of Changhong in Sichuan comes to a standstill
On December 9, it was reported that the home appliance sector opened and picked up. As of press release, Sichuan Changhong had stopped rising; Yitian Intelligence and Hongchang Technology had risen by more than 12%; Martian, Hisense Home Appliances, and Shuaifeng Electric had followed suit. China Galaxy Securities released a research report saying that the pressure on raw material prices is expected to weaken marginally in December, and the profitability of the industry will improve marginally. The valuation of the superimposed home appliance sector has pulled back a lot this year. It is already below the historical average, and the allocation value is high. It is recommended to focus on two main lines. First, traditional home appliance leaders that have benefited from improved fundamentals. 2. Focus on industry segment leaders with a high level of prosperity.
Zhaoqi shares: plan to acquire 44.6154% equity of Kunming Fengtai for 2.9 billion yuan
Zhaochi shares announced that it intends to acquire 44.6154% stake in Kunming Fengtai from Beirongxin, with a transaction consideration of 2.9 billion yuan.
Who holds the real ticket behind the China-US dollar universe concept stock speculation?
A butterfly fluttering its wings in the Amazon could set off a storm in the Mississippi River Basin.
Zhaochi shares: Nanchang Mega Investment, the controlling shareholder, intends to transfer 7.95% of the company's shares to Ruisheng Rui Investment.
According to the announcement of Zhaochi shares, Nanchang trillion Investment, the controlling shareholder, intends to transfer 7.9524% of its shares to Rui Chengrui Investment, with a total transfer price of 1.692 billion yuan.
Shanxi Securities: 1.76% loss of gold stock portfolio in November the list of recommended stocks was released in December.
In December, the gold stocks recommended by Shanxi Securities are: Zhifei Biology, China Shenhua Energy, Yindu shares, Hisense Video, Zhongshun Jierou, Longji shares, Dangsheng Technology, China Ding shares, and Divine Materials. [gold stocks Review] in November this year, the gold stock portfolio recommended by Shanxi Securities lost 1.76%, ranking 26th among 26 brokerages. The three stocks with the highest returns were Zhi Chun Technology, China Merchants Shekou and Perfect World, with monthly increases of 13.39%, 9.78% and 8.4%, respectively. For details of the report, see "the record of brokerage gold stock portfolio in November": Dongxing Securities won 12.16% of the title and Hua'an was the worst.
The home appliance sector has made efforts to increase the limit of Tianjing shares, Deye shares and so on.
Home appliances plate 22 intraday higher, as of press time, Skyline shares, Deye shares, Star Shuai, Kangsheng shares, such as the limit, Chunlan shares close to the limit, Rainbow Group, Yitian Intelligence and so on are strong. For the home appliance sector, Bohai Securities pointed out that since the beginning of the year, due to the influence of rising raw material prices and lower-than-expected terminal sales, the valuation of the home appliance industry has continued to adjust, and raw material prices have gradually stabilized in the third quarter. Shipping prices have also been adjusted, and enterprise cost-side pressure is expected to improve. Open source securities said that raw material prices continue to fall, leading enterprises through production
Citic Construction Investment: the home appliance industry is still a high-quality asset in the consumer sector. It is suggested to pay attention to repair the rebound market.
Citic Construction Investment and Research News believes that since the Spring Festival in 2021, the home appliance sector has suffered a major pullback, and the current consumer sector is gradually regaining the attention of investors. The home appliance industry is still a high-quality asset in the consumer sector, and investors are advised to pay attention to repairing the rebound. From a general point of view, it is proposed to lay out the home appliance plate companies with two main lines in 2022: one is to attach importance to the growth target of the rapid increase in the permeability of new categories in the home appliance plate, recommending Covos, Stone Technology and Yi Tian Intelligence, Ji Mi Technology; the second is to select undervalued, marginal upward targets Midea, Haier Smart Home, Su Boer, Xinbao shares.
The concept of meta-universe is up again, the world shows two consecutive boards, and Gore's shares are up more than 8%.
The meta-universe concept, which was sharply revised back yesterday, rose again in intraday trading on the 19th. As of press time, Oriental Guoxin rose about 12%, Skyworth Digital, World Show, Guoguang Electric, etc., and Jiachuang Video rose about 10%. Shares in United Optoelectronics and Gore rose more than 8%, and Zhongqingbao rose more than 3%. It is worth noting that the World Show has risen by the limit for two days in a row, with a cumulative increase of nearly 90% in the past month. The World Show issued a risk tip on the evening of the 18th, saying that the company's stock closed by the limit on November 18, 2021, with a cumulative increase since November, but the company is basically
The home appliance plate fluctuated higher, Subor and Lake Electric rose by the daily limit, and Xinbao shares rose sharply.
The intraday shock of the home appliance plate rose on the 16th. As of press time, Subor and Lake Electric rose by the daily limit, Xinbao shares rose by more than 8%, Yitian Intelligence, Martians, Skyworth Digital, Feike Electric Appliances and so on rose by more than 5%. Corworth, Stone Technology, Little Bear Appliances and so on are all strong. Since the beginning of 2021, the home appliance sector has led the decline in the market. Compared with the previous adjustment, the sector faces more negative factors in 2021, including cost pressure, downward real estate cycle, declining economic climate, and demand for homes in Europe and the United States from a high boom to a downward trend in the second half of the year. At present, the market is worried about the change in Chinese demand.
News flash: household appliances sector continues to strengthen Skyworth Digital and other stocks rose by the daily limit
November 16 news, household appliances sector continued to strengthen, as of press time, Shengyang Technology, Skyworth digital limit, Lake Electric, Supor, Xinbao shares, Kovos, Little Bear Appliances rose more than 5%. On the news side, Debang Securities believes that Singles Day came to a successful full stop. According to star map data, the network's integrated e-commerce GMV reached 952.3 billion yuan during the Singles' Day period, + 13.4% compared with the same period last year, and home appliance sales ranked first.