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.
Annual conference of the photovoltaic industry will be held. Analysts say the industry prices have clearly reached the bottom.
① The china Photovoltaic Industry Association will hold the "2024 Photovoltaic Industry Annual Conference" from December 4 to 6 in Yibin City, Sichuan Province. ② Xu Boqiao from Haitong International Securities stated that the industry as a whole is currently in a clearing and adjustment phase. With the end of the year approaching, concentrated signing may increase, and prices may experience fluctuations; however, the overall downward space is limited, and the price bottom has already been clarified. The photovoltaic industry is accelerating its return to order.
The four associations recommend cautious procurement of usa chips, while domestic chips face a catalytic opportunity.
On the evening of December 3, the China Internet Association, China Semiconductor Industry Association, China Automotive Industry Association, and China Communication Enterprise Association successively issued statements recommending cautious procurement of usa chips. East China Securities stated that the current domestic production rate of automotive chips in china is only about 10%, indicating significant growth potential.
Third quarter dividends change to pre-spring festival dividends? Fulejia and others rely on "spring festival red envelopes" to attract attention | Quick reading of announcements.
① Following three squirrels inc., Fu Er Jia announced a dividend plan before the Spring Festival; ② The so-called dividends before the Spring Festival from the two companies are essentially third quarter dividends; ③ Both companies operate within the consumer sector and are facing certain pressures; ④ This operation may be a response to the policy call for "dividends before the Spring Festival."
Concept dynamic | The financial news agency's theme library has added "AI Programming".
①The combination of AI and low code is fundamentally changing the software development process. A recent survey released by Github shows that 97% of the developers surveyed have already used AI programming tools in their work. According to the latest forecast by Spherical Insights, the market size of AI coding tools may exceed 29.5 billion dollars by 2032. ②An overview of AI programming concepts stocks.
Sungrow Power Supply with a valuation of 19 billion, the subsidiary will 'take over' Hefei Taihe Intelligent Technology Group, the board of directors collectively resigns to welcome restructuring.|Speedy Reading Announcement
①The board of directors of Hefei Taihe Intelligent Technology Group is composed of 7 directors. The new board of directors will be recommended by Sunshine New Energy, including 3 non-independent directors and 3 independent directors, including the chairman. ②Sunshine New Energy is valued at over 19 billion yuan. After the acquisition plan was announced, Hefei Taihe Intelligent Technology Group experienced nine consecutive trading limit up sessions, with a maximum increase of 135.77% during this period.