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Express News | 92 companies have received net Shareholding increases from significant Shareholders, with 17 companies below net asset value mostly belonging to traditional Industries.
The signal for price increase in cloud-based services has appeared, signaling the start of an upward cycle in computing power.
With the gradual release of deep thinking models such as Deepseek R1 and openAI o1/o3, the demand for high-performance computing on the inference side is rapidly being unleashed, leading to a rapid expansion of Capex by major companies like Alibaba and Tencent, with a quarterly capital expenditure increase of over 250% in Q4 2024, marking the formal entry of the cloud upstream into a new upward cycle.
Shandong Sacred Sun Power Sources (002580.SZ): Currently, the company has sufficient orders for Rechargeable Batteries, and the supply is stable.
On March 19, Grlonghui reported that Shandong Sacred Sun Power Sources (002580.SZ) stated in an investor interaction platform that the prices of lead-acid Rechargeable Battery products are influenced by various factors including supply and demand relationships, fluctuations in raw material prices, and market competition. The company reasonably plans and utilizes its production capacity based on market expansion conditions, and currently, the company's orders for lead-acid Rechargeable Batteries are sufficient, with stable supply.
Dragon and Tiger List | The Foshan team and the new hand are crazily buying Shandong Sacred Sun Power Sources, while the leisure party bets nearly 70 million on Zhejiang Wanma.
The top three net Buy amounts today are Zhejiang Wanma, Hanshuo Technology, and Hongjing Optoelectronics.
Dragon and Tiger List | Shandong Sacred Sun Power Sources has hit the limit-up and is nearing its historical highest point, with the Foshan system net buying of 0.107 billion yuan.
Shandong Sacred Sun Power Sources (002580.SZ) has reached the daily limit today, with the stock price approaching its historical high, a Turnover Ratio of 24.6%, and a trading volume of 1.978 billion yuan. Data from the dragon and tiger list shows that the speculative capital from "Foshan system" ranks first in buying position with a net purchase of 0.107 billion yuan; "Zuo Shou Xin Yi" ranks second in buying position with a net purchase of 79.7732 million yuan; "Huli Avenue" ranks second in selling position with a net sale of 49.1053 million yuan; and "T Wang" ranks fifth in selling position with a net sale of 30.798 million yuan. (Gelonghui)
Express News | The stocks of the Solid State Battery Concept surged rapidly, and Shandong Sacred Sun Power Sources reached its price limit.