BK0694 Elevator Concept
- 1142.000
- +5.388+0.47%
A number of new top private equity positions have surfaced: Chongyang, Gaoyu, Tamsuiquan, Rui County, etc. have taken action
① Sixteen 10 billion private equity products have appeared in the list of the top ten tradable shareholders disclosed in the 2023 quarterly reports of 30 listed companies, with a total market value of 25.221 billion yuan; ② Qiu Guogen held a total market value of nearly 2.3 billion yuan of SF Holdings at the end of last year and continued to increase its holdings in January; ③ Gao Lin's Shanghai Linren Private Equity Fund reduced its holdings of Shanghai Electromechanical to 6.022,300 shares. ④ Dong Chengfei added Lexin Technology.
Express News | CICC: energy replenishment Brooks no delay, and power change is about to come out.
News: The energy storage sector opened strong, Zhiguang Electric and Wenshan Electric Power rose and stopped
On December 8, it was reported that the energy storage sector opened strong. As of press release, Zhiguang Electric and Wenshan Electric Power had come to a standstill, while Xinfeng, Shangneng Electric, Baoguang Co., Ltd., Boliwei, and Tongli continued to rise. Guojin Securities believes that the outbreak of the domestic new energy power-side energy storage market in 2022 is almost a probable event. Based on the assumption that domestic scenery installed in 2022 is 100 GW or more, even according to a more conservative calculation of 10% capacity x 2 hours, the demand for additional energy storage configurations on the power generation side alone will exceed 20 GWh, which is expected to increase more than 3 times over the total number of new domestic energy storage installations in 2021.
News flash: lithium electricity, energy storage and other new energy-related sectors continue to decline
December 7 news, lithium electricity, energy storage and other new energy-related plates continued to decline. As of press time, Hanchuan Intelligence, Shengsheng New Materials, Tongli Daily up and down more than 9%, Tianhua Super Clean, win-win Laser, New scenery, Kotai Power supply, Desai batteries, etc., fell more than 5%.
Meilun elevator: shareholder Wang Rhengen intends to reduce no more than 2.17% of the company's shares.
Meilun elevator: shareholder Wang Rhengen intends to reduce no more than 2.17% of the company's shares.
Huahong Science and Technology: the subsidiary company's annual processing project of 60,000 tons of NdFeB recycled materials has been approved by EIA.
Huahong Science and Technology announcement, recently, the company's holding subsidiary Ganzhou Huazhuo obtained environmental assessment approval, which agreed to Ganzhou Huazhuo in Longnan Economic and technological Development Zone Fukang-Xinzhen area, the construction of 60,000 tons of NdFeB recycling project.
The energy storage plate rebounded and strengthened.
Yingwei Teng, Beijing Ke Rui, Xie Xin Neng Co., Ltd., Xiangfenghua, Baoguang shares, Yongfu shares, Penghui Energy, Shandong Weida, Tetrude, Jinlang Technology, Hekang Xinneng, Sifang shares rose more than 5%.
Downstream demand continues to improve, the rare earth sector has exploded again, and Guangsheng Nonferrous Metals and Yingluohua have risen and stopped
The rare earth sector exploded again in the intraday market on the 26th. As of press release, Jiuwu Hi-Tech and Galaxy Magnets surged more than 17%, while Inviton, Guangsheng Nonferrous, and Inlova had risen and stopped, while Shenghe Resources, Yunhai Metal, and Shengxin Lithium Energy had risen by more than 8%. According to business society data, as of November 25, prices of products such as praseodymium alloys, praseodymium oxide, and neodymium oxide among light rare earth products in China have risen sharply. Among them, the price of praseodymium alloy is 1,025,000 yuan/ton, which has broken through the 1 million yuan per ton mark, a monthly increase of nearly 20%. Furthermore, the price of neodymium oxide is 84
News flash: rare earth permanent magnet plate continues to pull up Inlohua up by more than 7%
November 26 news, rare earth permanent magnet plate continues to pull up. As of press time, Yinglohua rose by more than 7%, followed by Guangzhou Nonferrous, Inviton, Jinli permanent Magnet, Hengdian East Magnetic, and so on. On the news side, business data show that as of November 25, the prices of domestic light rare earth products such as praseodymium-neodymium alloy, praseodymium-neodymium oxide, praseodymium oxide and neodymium oxide have risen sharply CITIC research newspaper pointed out that as the demand for new energy vehicles continues to break out, the downstream demand for carbon neutral wind power and energy-saving frequency conversion air conditioners is steady, and the downstream demand for rare earths is expected to continue to improve; it is expected that the domestic supply of rare earths will continue to be affected during the 14th five-year Plan period.
Rare earth permanent magnet plate abnormal pull up, Yinglohua rose more than 5%, Huahong Technology, Hengdian East Magnetic, Jiuwo Hi-Tech followed up.
Rare earth permanent magnet plate abnormal pull up, Yinglohua rose more than 5%, Huahong Technology, Hengdian East Magnetic, Jiuwo Hi-Tech followed up.
Express News | Industrial machine plate pull stronger, Yujing shares rose limit, Shandong Weida, Huaming equipment, Qinghai Huading followed up.
Tongli Sunrise: the company's main business does not involve energy storage.
Tongli Risheng (605286) announced on the evening of November 16th that since the resumption of trading on October 22, 2021, the company's share price has risen by 135.57% in 18 trading days. The company's stock price fluctuates sharply in the short term, and the company's current price-to-earnings ratio is significantly higher than the industry average. At present, the company is mainly engaged in elevator components and elevator metal materials research and development, production and sales, the main business does not involve any energy storage related business. The company's current stock price of 43.11 yuan per share is significantly higher than the issue price of 16.45 yuan per share of the assets to be purchased, so there is a greater risk of stock price decline.
[opportunity excavation] the tight balance between supply and demand is expected to maintain the rising prices of rare earths for a long time.
According to Shanghai Nonferrous Network, on November 4, the average spot price of SMM praseodymium and neodymium metal was 915000 yuan / ton, up 30, 000 yuan / ton from the previous day, or 3.39% per day. On October 8, the average spot price of SMM praseodymium-neodymium metal was 740000 yuan per ton. in just one month, the price of praseodymium-neodymium metal rose 175000 yuan per ton, an increase of 23.6%. On November 4, the 80th special bidding of China North rare Earth (Group) Hi-Tech Co., Ltd. was completed, and the four targets with a total of 20 tons of metal praseodymium and neodymium were all sold at an alarm price of 930000 yuan per ton. It's worth noting.
Tongli Risheng receipt inquiry letter: request to explain the main considerations in planning cross-industry mergers and acquisitions
Tongli Risheng received an inquiry letter from the Shanghai Stock Exchange, requiring the company to explain the main considerations of planning a cross-industry acquisition of a 51% stake in Tianqi Hongyuan in the light of the development of its main business, the current progress of the IPO investment project, and whether the acquisition funds came from raising funds, and whether the relevant information was consistent with the information disclosed in the company's prospectus. It is required to indicate whether the company has the necessary personnel, technology and business reserves to control, manage and operate the underlying assets, and whether cross-border acquisitions are prudent.
The trading limit of 126 stocks is mainly concentrated in electrical equipment, chemical and other industries.
Securities Times Network News, according to Choice statistics, there are 3311 rising stocks, 1053 falling stocks and 161flat stocks among the tradable A shares today. Excluding new shares listed on the same day, a total of 126 stocks rose by the daily limit and 2 stocks fell by the limit. From the perspective of the industry, trading stocks are mainly concentrated in electrical equipment, chemical, machinery and equipment, automotive, electronics, food and beverage and other industries. In the stock price limit, Sega Technology is the most popular in terms of the closing limit, with 54.9788 million shares sealed on the closing limit, followed by molding.
On November 4, 2021, the trading board already knew that the seven benefits are expected to be fermented.
November 3 news, there are seven positive may affect tomorrow's stock market, specifically: molding technology: will continue to become a domestic high-end car brand bumper assembly supplier four years expected sales of 4.66 billion yuan molding technology (000700) November 3 evening announcement, recently, the company received an important customer formal project assignment, the new project life cycle (September 2023-the end of 2027) It is expected to generate sales of 4.66 billion yuan, and the company will continue to be a batch supplier of bumper assembly products of a high-end car brand in China. Saifutian: the subsidiary company won the bid in advance.
Sega Technology: sign an agreement with Ashite Energy to establish strategic cooperation in the field of energy storage cabinets
Sega Technology announcement, the company and Ashite Energy recently signed a "Strategic Cooperation Framework Agreement", the agreement on the establishment of strategic cooperation between the two sides in the field of energy storage cabinets made relevant agreements. From November 1, 2021, Ashite Energy predicts that it will grant the company about 2500 QQ cabinets in the coming year, with a total purchase amount estimated to be 160 million yuan.
A-share rare earth permanent magnet plate pull up, Huahong science and technology, Minmetals rare earth, Guangsheng non-ferrous, Shenghe resources, northern rare earth.
A-share rare earth permanent magnet plate abnormal pull up, Huahong science and technology, Minmetals rare earth, Guangsheng non-ferrous, Shenghe resources, northern rare earths and other collective rush.
Yingweiteng receives a letter of concern: the necessity of continuing to acquire a minority stake in Shanghai at a high premium
According to the letter of concern received by Yingwei Teng, the Shenzhen Stock Exchange requires additional explanation on the necessity of continuing to acquire its minority stake at a high premium under the circumstances that it already has absolute control over Shanghai Yingwei Teng; the reason for the big difference in the consideration obtained by Junwei and Shanghai Yingyu from this transaction.
Hillhouse second-level team (including Liren) is one of the top 10 shareholders of 13 A-share companies.
By the end of the third quarter of 2021, Hillhouse's second-level team (including Liren) was among the top ten shareholders of 13 A-share companies, including Ningde Times, Longji shares, Hengrui Pharmaceuticals, Guanglianda, Gree Electric Appliances, Anhui Conch Cement, Shanghai Mechatronics, Oriental Yuhong, Huada Genome, Lizhu Group, Hualan Biology, Hypermap Software, Antu Biology and so on.