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Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
Increase investment in shanghai film! Shanghai film general manager Dai Yun: The integration of IP business and traditional business will become increasingly high.
① Recently, shanghai film announced its intention to acquire 19% of the shares in shanghai film yuan held by shanghai film group and shanghai beauty film. After the completion of this trade, the equity structure of shanghai film yuan will be 70% held by the company, 30% held by shanghai beauty film, and shanghai film group will no longer hold shares directly. ② At the 'Shanghai Film Power Sharing Conference' held yesterday, the general manager of shanghai film, Dai Yun, revealed that the integration of the company's IP business with traditional business will become increasingly high in the future.
Market style rotation! China United Network Communications leads the surge starting with the middle letter.
With the arrival of a new round of adjustments, will the market's strong trend turn bad?
[Data Analysis] Institutions and speculative funds rush to buy financial stocks, with three quantitative seats jointly buying CIG Shanghai.
①Many financial stocks were bought by institutions and speculative funds, with First Capital receiving institutional purchases of 0.118 billion and orient Shanghai Yuanshen Road branch buying 0.272 billion. ②Cig Shanghai, a concept stock of CPO, was bought by three algo fund seats, with a total purchase amount exceeding 0.23 billion.
Large cap weakens, decline in number of moviegoers, shanghai film performance under pressure in the first three quarters | interpretations
①Affected by the weak performance of the large cap film market this year and the decrease in viewership, shanghai film's revenue and net profit in the first three quarters declined year-on-year. ②Considering the smooth progress of the company's major IP business, a heavyweight animated film is scheduled for release next year, institutions predict that the company is expected to have a prosperous year in terms of products next year.
G-bits network technology's Q3 revenue and profit both declined, with all quarterly profit used for dividends | Interpretations
①Due to the decline in core game revenue and profit, g-bits network technology's Q3 performance continued the downturn of Q2, with both revenue and profit declining; ②However, the company plans to distribute a cash dividend of 20.00 yuan (including tax) per 10 shares to all shareholders, totaling a cash dividend exceeding the company's Q3 net income attributable to shareholders; ③In addition, two key games under the company concluded the first round of paid testing and are expected to be launched between the end of this year and the first half of next year.