000141 SSE 380 Dynamic Index
- 3302.39
- +18.90+0.58%
Jiangsu GoodWe Power Supply Technology Co.,Ltd.: Inventory clearance in Europe has reached a relative bottom, accelerating expansion into emerging markets | Direct coverage of the earnings conference
Jiangsu Goodwe Power Supply Technology Co., Ltd. stated that the company's own finished product inventory is at a reasonable level, and the destocking of inventory in Europe has currently reached a relative bottom. They will actively expand domestic and international markets, especially further accelerating the expansion into various emerging markets.
Is the home consumer market expected to warm up? Xilinmen responded to the impact of the old-for-new policy | Directly hit the earnings conference
①Since October, the old-for-new policy has gradually expanded to home furnishings; ②It is mentioned that the coverage and subsidy intensity of the policy have both significantly increased; ③No positive response was given as to whether there was a significant recovery in sales compared to October; ④Increase the price range of singles' day sales items and increase the proportion of package orders.
Daily Bulls and Bears | The disturbance of the US election factor affects the Hong Kong stock market! The funding game mentality reignites, with a net inflow of 0.15 billion Hong Kong dollars into the Hang Seng Index warehouse, and multiple bear certifica
On Tuesday, the market turnover was 216.818 billion Hong Kong dollars, with a total turnover of 19.683 billion Hong Kong dollars for all warrants and bull and bear certificates, accounting for 9.1% of the market turnover, with a good warehouse ratio of 6.7% and a light warehouse ratio of 2.4%.
Tesla's domestic sales in October increased by over 40% year-on-year. Domestic suppliers are expected to continue benefiting.
①Overnight, Tesla's stock surged by over 14%, reaching a new high since July 2023. According to media statistics, Tesla's domestic sales in October exceeded 0.04 million vehicles, a 41% year-on-year increase. ②Huaxi pointed out in the research reports that in the medium term, Tesla's layout of new models + new factories + new technologies, rapid response from domestic suppliers, strong cost optimization capabilities, and industry chain related symbols are expected to continue to benefit.
The convergence of big finance and technology may continue to lead the bullish trend.
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[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.
Tmall's november 11 shopping festival-related, unexpected outbreak of home appliances.
From platforms to enterprises, and then to the policy level, this year's singles' day sales is considered a very important topic to promote consumer spending and maintain growth. As a result, this year's singles' day sales has been quite significant for several years. For consumers, there are now more reasons to reignite their enthusiasm for consumption.
The lithium carbonate market is stable with an upward trend, and institutions predict that the inflection point of lithium salt inventory is about to come.
Shanghai Ganglian E-commerce Holdings released data shows that on November 1st, lithium carbonate prices rose by 1000 yuan compared to the previous day, with an average price of 0.074 million yuan/ton. According to E-business Society, the recent lithium carbonate market has shown a stable and rising trend, mainly due to the enhanced purchasing willingness downstream.
The trend of social security fund holdings has been exposed: in the third quarter, 123 new stocks were added to the top ten list of public shareholders, with guangxi energy and zhongman petroleum and natural gas group corp.,ltd. adding a large number of i
①As the third-quarter report is disclosed, the holdings trend of the social security fund in the third quarter is also revealed; ②The list of the top ten circulating shareholders of 123 new stocks; ③Attached is the list of A-share institutions with the highest number of new holdings by social security funds in the third quarter (see table).
Jiangsu Lopal Tech successfully listed in Hong Kong.
jiangsu lopal tech, successfully listed in Hong Kong.
Brokerage performance in the third quarter is impressive, with 17 companies showing year-on-year positive growth, looking forward to further boost in the fourth quarter.
The arithmetic average of the quarter-on-quarter increase in net profit attributable to the mother of 18 listed brokerages or listed entities in the third quarter was 85%; asset management and proprietary trading are the "mainstays", with average net income growth of 9.32% and 33.84% respectively year-on-year. On October 30th, according to Caixin, the veil of performance of the top three quarters of brokerage firms is being lifted. On October 29th, 9 brokerage firms disclosed their third quarter reports. There are already 18 listed brokerage firms or listed entities that have disclosed their third quarter reports. The arithmetic average of the year-on-year growth rate of net profit attributable to the mother in the first three quarters of the 18 brokerages is 46.17%, with 11 showing positive growth and 7 showing negative growth. The brokerage performance mainly reversed in the third quarter.
Performance accelerates downwards, the control of tesla's longtime supplier ningbo xusheng group may change| Quick Read Announcement
Ningbo Xusheng Group released an announcement this evening, the company's controlling rights may change; The company was the first to enter the Tesla supply chain; This year the company's performance has significantly declined, and the industry is facing challenges.
CMP product market share expands, HuahaiQingke's Q3 net profit increases by more than fifty percent year-on-year
①Cahay Qinko stated that the company's key consumables and maintenance services and other business are gradually expanding, while wafer regeneration and wet equipment income are increasing steadily, and the company's revenue is growing compared to the same period; ②The company's 12-inch wafer thinning and lamination machine, Versatile-GM300, has been sent to top domestic packaging and testing companies for verification.
Dark Pool Intelligence | "A+H" shares are newly listed! Jiangsu Lopal Tech is up 0.91%, with a total market value exceeding 3.6 billion Hong Kong dollars.
Futu News on October 29th, jiangsu lopal tech opened high in the dark market today, up by 0.91% to HK$5.55, with a turnover of HK$0.4063 million and a total market value of HK$3.691 billion.
amlogic's net profit in the first three quarters increased by nearly ninety percent, and the South 500etf newly entered the top ten largest shareholders.
①Amlogic's financial report shows that the company achieved a revenue of 4.64 billion yuan in the first three quarters of this year, a year-on-year increase of 20.28%, and a net income attributable to the parent company's year-on-year increase of 89.26%; ②In the first three quarters of this year, Amlogic's T series sales revenue increased by over 50% year-on-year, and the W series products broke into the domestic carrier market for the first time this year, with expected shipments exceeding 10 million units for the whole year.
china kings resources group Q3 net profit decreased by more than 30%, rare interim report distributing dividends|interpretations
①In the peak season, the company's Q3 net income attributable to shareholders was less than 83 million yuan; ②The company's net profit growth rate has been declining by quarter, far from the institutional forecast target; ③The main reasons for the decline are the shutdown of mines and the downturn in the prosperity of new products such as lithium carbonate; ④The company is optimistic about Q4 expectations, expecting an increase in sales volume and prices on a month-on-month basis.
Autel Intelligent Technology Corp.,Ltd.: Increase research and development investment in charger modules and other areas, delivering a "heart-stabilizing pill" for overseas business | Focus on shareholder meeting.
①Investors stated that autel intelligent technology corp.,ltd. is stable on the foundation of autos testing, but in the new energy fund sector, although its performance is growing rapidly, the uncertainties in this sector are relatively greater; ②The company's net income in the first three quarters has already exceeded the 2024 performance evaluation target indicators. Currently, over 50% of the company's revenue comes from North America, and investors are paying attention to the impact of policy factors and business competitiveness.
One-week lookahead | Heavyweight financial reports coming! Technology giants such as apple, microsoft are unveiling one after another; USA economic data bombardment one after another! Non-farm payroll report finale on Friday.
Multiple countries will announce their GDP for the third quarter, with the USA's economy expected to achieve an annualized growth rate of 3.3% in the third quarter; Bank of Japan interest rate decision: expected to maintain short-term interest rates unchanged, gradually reducing the scale of bond purchases.
Xiamen Tungsten's Q3 revenue and net profit both continued to decline year-on-year, while the progress of NL cathode material is smooth.
①Xiamen Tungsten's lithium battery cathode material products achieved sales volume of 0.0711 million tons in the first three quarters, with sales volume of 0.0263 million tons in the third quarter; the company's quarterly revenue and net income have continued to decline year-on-year since 2023; ②NL's brand new structured cathode material developed in collaboration with a well-known battery company has progressed smoothly and is expected to be widely used in the fields of 3C consumer electronics, siasun robot&automation, low-altitude economy, solid state batteries, etc.
The coal volume and price both fell sharply, shanxi coal international energy group's net profit in the first three quarters fell by nearly 50% year-on-year |interpretations
shanxi coal international energy group's net profit in the first three quarters was 2.082 billion yuan, nearly halved year-on-year; However, the company's own coal production, sales volume, and coal cost in the third quarter all improved compared to the previous quarter.