Cailian Venture Capital Platform | In September, the pace of investment and financing in the capital markets slowed down. Midea Group Co., Ltd. achieved an "A+H" listing......
①In September 2024, there were 36 disclosed financing events in the domestic consumer sector, a year-on-year decrease of 52.6%; according to the disclosed investment and financing amounts, the cumulative financing in the consumer sector in April was 2.746 billion yuan, a decrease of 18.3%. ②From the data perspective, both the quantity and amount of investment and financing in September remain low, with the market investment heat tending towards rationality.
Contemporary Amperex Technology's Q3 net profit increased by 6% quarter-on-quarter. Executives stated that the Q4 production capacity utilization rate is "more full," while the board secretary responded to the factory fire incident. | Interpretations
①Contemporary Amperex Technology's Q3 net profit was 13.136 billion yuan, a 6% increase; ②"Capacity utilization rate was very high in the third quarter, even higher in the fourth quarter." This was the outlook for Q4 orders expressed by contemporary amperex technology executives at the performance interpretation meeting held on the evening of the performance release; ③Executives responded to investor concerns about the expected resumption of production of lithium carbonate in Yichun and factory fires at the Q3 performance interpretation meeting.
Net profit exceeds 36 billion yuan, 1.1 trillion leading power battery company's third-quarter report released | Highlights of the post-market announcement.
iflytek co.,ltd.: In the third quarter of 2024, the net income was 56.9614 million yuan, an increase of 120.87% year-on-year.
Stable growth in profits! Contemporary Amperex Technology's net income in Q3 increased by 25.97% year-on-year | Financial Report Insights
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Insurance bids farewell to historical lows.
The stock price trend of the insurance sector has benefited from multiple factors. First, because A-share investors have favored assets with high dividends and high dividends this year; second, after the new policy on 9.24 ignited market sentiment, the sector's beta effect was obvious; third, the stock prices invested by insurance companies are expected to rise in the stock market, thereby enhancing the intrinsic value of insurance companies.
The first Chinese stocks etf's net assets surpassed one billion, overseas institutions emphasize valuation advantages remain unchanged
① The net assets of iShares China Large Cap ETF have reached 10.86 billion US dollars, marking the first time that the scale of a Chinese stock ETF listed in the United States has exceeded 10 billion US dollars; ② Bank of America strategists team indicated that as economic growth forecasts are revised upward and bond yields rise, it is expected that asset allocation to China will increase.
Hyperscience's upcoming IPO: planning to raise 0.783 billion yuan, continuous price reduction of energy storage products suppresses gross margin.
①In the first half of the year, the company achieved energy storage system revenue of 3.65 billion yuan, a 24.50% increase compared to the same period in 2023. ②In the first half of the year, the company's procurement amount of Yiwei power cell increased significantly, reducing the risk of purchasing from a single supplier. However, the concentration of its suppliers remains high, mainly due to a few leading companies dominating the market supply of upstream cells. ③As of the date of the prospectus signing, Haibo Sichuang has six significant impact lawsuits pending.
Insurance funds are accelerating portfolio adjustments, ping an insurance-related private equity funds plan to reduce shareholding in two gem companies, at least 6 listed companies in this round of market have been reduced by insurance funds.
①CIMC Vehicles and Range Intelligent Computing Technology Group, two gem companies, both disclosed on the same day that multiple private equity fund shareholders are expected to reduce their holdings, with all relevant parties having connections to Ping An Insurance. ② Recently, insurance funds have accelerated their pace of portfolio adjustments, with at least six A-share companies being targeted for shareholding reduction in this round of market trends. ③ On October 9th, several leading insurance companies made statements, announcing their intention to further leverage the role of the capital markets as a "stabilizer" and "booster".
Toyota's director general warns: Transitioning to pure electric vehicles will lead to a large number of Japanese people losing their jobs.
①Akio Toyoda stated that if electric vehicles simply become the only option, including for our suppliers, those people's jobs will be lost; ②Akio Toyoda pointed out that the market share of pure electric vehicles will at most reach 30%, with the rest being taken over by hybrid cars, hydrogen fuel cell vehicles, and rbob gasoline cars.
Single-day single transaction limit increased to 0.2 million! cm bank has raised the debit card quick payment trade limit starting today, following adjustments made last year by ping an bank and postal savings bank of china.
①Starting from October 10th, the quick payment transaction limit for cm bank debit cards in Alipay consumer scenarios has been increased to 0.2 million yuan per day and 0.2 million yuan per transaction. The transaction limits for scenarios such as wealth management and transfers will continue to maintain the current 0.05 million yuan per day and 0.05 million yuan per transaction. ②The adjustment of the quick payment transaction limit for debit cards in Alipay consumer scenarios is to attract more users to facilitate payments in high-value consumer scenarios to a certain extent.
Under cost pressure, the battery technology is shifting towards lithium iron phosphate. Why is general motors silent on contemporary amperex technology?
①Once high-profilely promoted the Ultium (Alt Energy) platform battery solution, it is now being abandoned by General Motors, instead shifting its electric transformation path towards a variety of chemical systems, multi-party procurement, and various new strategies. ②General Motors is once again adjusting its battery strategy, undoubtedly to enhance its profitability and market competitiveness in electric vehicles, in response to intense industry competition.
The 'European version of contemporary amperex technology' may be in financial difficulties, and the company has dismissed the head of the flagship factory.
①In a statement, Northvolt announced that Mark Duchesne, CEO of the Ett mega-factory, will be temporarily replaced by Bilodeau, Vice President of Operations for the company's North American business; ②The day before, the subsidiary Northvolt Ett Expansion AB, responsible for the Ett expansion project, filed for bankruptcy in district court.
Is the Hong Kong IPO market recovering? The fundraising has exceeded last year's total! Investment banks: Investors' interest is increasing.
While the secondary market is changing rapidly, the Hong Kong IPO market is quietly brewing for a warm comeback.
Daily Bull and Bear | Hang Seng Index fell sharply yesterday, with a bull ratio as high as 83%; Ping An Insurance dropped more than 15%, with Ping An Bear certificates making a profit 9 times.
On Tuesday, the Hong Kong stock market experienced severe volatility and a significant number of profit-taking closures, with the Hang Seng Index dropping 2172.99 points or 9.41%, reaching a high of 22902.36 and a low of 20762.82, closing at 20926.79 points, wiping out all gains since October.
Unveil! With huge trading volume, which A-shares are institutions chasing after?
The heat of A shares is still continuing!
Bullish on A-shares? Foreign capital bypasses Hong Kong stock ETFs, with institutions suggesting that incremental capital for Chinese stocks may reach 40 billion US dollars.
Institutions predict that Chinese stock potential incremental funds may reach 40 billion US dollars. Which directions will be the focus of increasing positions?
Tomorrow will usher in the first peak of silver certificate transfer! Transfers can be initiated as early as 7:30 am. Is it really time for a big move for savings deposits?
Before the holiday, the A-share market is booming, and some investors have reported delays in silver brokerage transfers. A-share trading will resume normally tomorrow, with multiple brokerages already negotiating the timing of silver brokerage transfers with banks in advance.
What happened during the National Day holiday at home and abroad? Here is a summary of important financial news.
①The Shanghai Stock Exchange: Will extend the acceptance of designated trading order instructions starting from October 8; Goldman Sachs has raised the Chinese stock market to "overweight", expecting a further increase of 15-20%; ②The Hong Kong stock market is booming, with a high growth in the number of brokerage account openings and margin trading data in Hong Kong in the past week; Many places have introduced optimization policies for real estate, and the market has responded positively.
Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.
Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.
What are the top brokerage stocks in October? The list of top brokerage stocks has been released, with the highest appearance rate of Ning Wang.
①As of now, at least more than 10 brokerages have released the October list of recommended stocks, with industry distribution mainly covering non-banking financial, new energy fund, pharmaceuticals, semiconductors, and other areas. ②Regarding individual stocks, contemporary amperex technology, sany heavy industry, hkex, sungrow power supply, east money information, bestechnic (shanghai) co., ltd., and xiamen amoytop biotech have been recommended more frequently.