Insurance capital is intensively increasing stakes in dividend stocks! What is the reason?
Currently, there are quite a few shareholders of insurance funds that hold more than 5% of the circulating shares of listed companies. In addition to some being unlocked restricted shares, there have also been many actions of shareholding and new stakes taken, with at least 14 instances of such actions this year.
Right For Malaysia's Energy Transition To Include Nuclear
Express News | Vice Minister of the Ministry of Industry and Information Technology, Zhang Yunming: Will promote the introduction of "Guiding Opinions on High-Quality Development of the Industrial Internet" to form a new stage of top-level design.
MIIT: The second batch of 400 high-level 5G factories will be released within the year.
Deputy Minister Zhang Yunming of the Ministry of Industry and Information Technology stated that plans to release the second batch of 400 high-level 5G factories within the year, aiming to accelerate the deep integration of 5G and the industrial internet, and promote the priority development of technology combinations in key industries such as steel, equipment manufacturing, electronics, mining, and ports. Zhang Yunming revealed that the price of 5G modules has dropped by 90% since commercial use in 2019. Over the past five years, more than 340 influential industrial internet platforms have been cultivated, with over 600 billion registered marks, serving over 40,000 companies.
Market cap management guidelines promote the rise of dividend assets! The sectors of steel, building materials, and domestic banks have all surged significantly; how is the outlook for the market?
As of now, the Wind price-to-book index has increased by more than 30% since September 18, which includes stocks from large traditional industries such as banks, chemicals, and petrochemicals, while small-cap companies are mainly concentrated in building materials, home furnishings, and other areas.
Express News | Everbright: 6G commercialization may arrive in 2030.
Hong Kong stock concept tracking | Market cap management guidelines officially released! Long-term trading below net asset value stocks are expected to bring investment opportunities (with concept stocks)
China Securities Co., Ltd. stated that the CSRC officially released the "Guidelines for Market Cap Management of Listed Companies No. 10", with certain optimization adjustments in terms of system disclosure, long-term companies trading below net asset value, index selection, regulatory measures, etc.
Express News | This week, the heavily invested stocks of leveraged funds have been revealed, with china united network communications ranking first.
Express News | This week, large cap block orders cumulatively net inflow of -410.682 billion yuan, with communications services and advertising marketing sectors leading in net inflow, while individual stocks China United Network Communications and contemporary amperex
Beishui Trend | Beishui's net buy of 0.922 billion yuan in network technology stocks continues to be favored. Domestic funds continue to increase their holdings in Tencent (00700) by over 0.6 billion Hong Kong dollars.
On November 15th, in the Hong Kong stock market, the net buy of Beishui amounted to 0.922 billion Hong Kong dollars, with a net sell of 1.516 billion Hong Kong dollars via the Shanghai-Hong Kong Stock Connect and a net buy of 2.438 billion Hong Kong dollars via the Shenzhen-Hong Kong Stock Connect.
The CSRC has issued guidelines on market cap management, requiring listed companies to improve their profitability.
To implement the "State Council's Opinions on Strengthening Supervision, Preventing Risks, and Promoting the High-Quality Development of Capital Markets," further guide listed companies to pay attention to their investment value, effectively enhance investor returns, the China Securities Regulatory Commission issued the "Guidelines for the Supervision of Listed Companies No. 10 - Market Cap Management," which will be implemented from the date of publication. The "Guidelines" require listed companies to improve their company quality, enhance operational efficiency and profitability based on actual situations, and lawfully and compliantly utilize methods such as mergers and acquisitions, stock-based incentives, employee stock ownership plans, cash dividends, investor relations management, information disclosure, share repurchases, etc., to promote the reasonable investment value of listed companies.
Market movements | china united network communications saw nearly a 6% increase in the afternoon, leading the three major telecom operators. Research on 6G technology standards will start in June next year.
China United Network Communications, China Telecom, and China Mobile all rose in the afternoon, as of the deadline, China United Network Communications increased by 4.31% to 6.77 Hong Kong dollars; China Telecom increased by 2.99% to 4.48 Hong Kong dollars; China Mobile increased by 2.01% to 71.05 Hong Kong dollars.
Express News | Hong Kong's three major telecom operators rose in the afternoon, with China United Network Communications up more than 5%, and China United Network Communications A-shares hitting the upper limit; China Telecom rose by nearly 3%, while China Mobile rose b
Express News | China Unicom's stock surged in the afternoon on the concept of 6G, hitting the daily limit.
Hong Kong stocks: Hang Seng Index rose 51 points in the first half of the day, netease surged by 13%, "Bilibili" dropped by 10%.
Mainland China's major economic indicators rebounded last month (retail sales up 4.8% year-on-year, beating expectations), with the Hong Kong stock market performing well in the morning. The Hang Seng Index opened 67 points higher, fell 103 points in the early stage to 19,332 points before rebounding, rose 172 points to 19,608 points at one point, up 51 points or 0.3% at midday, closing at 19,486 points; The H-share index rose 27 points or 0.4%, closing at 7,001 points; Hang Seng Tech Index rose 38 points or 0.9%, closing at 4,357 points, with a total turnover of 85.151 billion Hong Kong dollars in the morning session. In the financial sector, HSBC Holdings (00005.HK) rose by 0.8%, while Standard Chartered (02888.HK) and Hong Kong
Tianfeng: New AI momentum drives industry growth acceleration, bullish on the communication industry to continue high prosperity and accelerate growth each quarter.
In terms of net income, the overall net income of communications equipment in Q3 2024 increased by 18% year-on-year, a significant reversal compared to the -16% in Q3 2023, reflecting a rapid recovery in industry profitability amid the transition between old and new driving forces.
Hong Kong stock concept tracking | Major bullish news! The global 6G innovative development cooperation initiative has been released. Institutions are bullish on the development of the 6G hardware industry chain (with concept stocks attached).
Galaxy Securities research reports pointed out that the 2024 Global 6G Development Conference opened successfully, and the development of 6G is gradually picking up speed.
Mainland China will start researching 6G technology standards in June next year.
China Academy of Information and Communications Technology Vice President and 6G Promotion Team Leader Wang Zhiqin revealed that the technical standard research for 6G will be launched in June next year, with the technical research phase to be completed from 2025 to 2027, and the first version of technical specifications to be completed in March 2029. In envisioning the future of 6G, Wang Zhiqin hopes to surpass traditional communications and achieve a convergent network including sensing and data AI calculations. Currently, in addition to mainland China, 3GPP standard partners in Europe, USA, Japan, South Korea, and India are jointly developing the 6G standard.
Express News | China's 6G Promotion Group Leader Wang Zhiqin: In June 2025, the technical standards research for 6G will be initiated.
Special Contributor Deng Shengxing: The Hong Kong Stock Exchange has implemented the "non-suspension of trading during bad weather" for the first time, and the Hong Kong stocks maintain trade services and operations today.
Golden Finance News | Hang Seng closed at 19823 on Wednesday (13th), down 23 points or 0.12%; total market turnover was 184.6 billion yuan for the whole day. The NASDAQ Composite Index rose 0.1% after three consecutive days of decline, closing at 7130; the Hang Seng TECH Index also fell slightly by 0.03%, closing at 4455, marking the fourth consecutive day of decline. Real estate and property management stocks declined overall. Shimao (00813) fell by 1.5%; Kerry Properties (01638) fell by 5.6%; pharmaceutical stocks generally fell. Wuxi AppTec (02359) plummeted by 4.1%, becoming the worst-performing blue-chip; Dow Jones closed at 43958 points on Wednesday (13th), up 47 points or 0.11%; and the S&P 500 rose by 0.
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