[Data Analysis] Short positions in IH and IF stock index futures increased significantly, with institutions selling more than 0.6 billion and dumping hithink royalflush information network.
① The short positions of the main contracts for IH and IF index futures have added more than 9,000 contracts, significantly more than the long positions. In addition, the long positions of IC and IM contracts have both significantly reduced. ② hithink royalflush information network was sold by two institutions totaling 0.64 billion, while the stock was fiercely battled by first-tier private equity funds.
Sungrow Power Supply: The growth rate of performance continues to slow in the first three quarters. Plans to issue GDR for fundraising to expand production capacity|Interpretations
①The dual leading sungrow power supply in energy storage and power inverter no longer maintains high growth momentum, with revenue growth but profit declining in Q3 this year; ②The company plans to issue GDR to raise 47.8 billion yuan and indicates that the existing production capacity is far from enough to meet the future broad market demand, urgently needing to prepare for production capacity construction.
Foreign public fund latest hold positions exposure! Fund managers are bullish on china's stock market valuation repair.
With the disclosure of the third quarter report, public funds under international asset management giants such as BlackRock and Fidelity have all their holdings exposed.
The first domestic production line for solid-state lithium batteries has officially started operation, lithium battery stocks have risen strongly, and this week institutions have conducted intensive research on related listed companies.
①Shanghai Putailai New Energy Technology released institutional research notes on Thursday, stating that the company is currently focusing on promoting high-quality industry capacity that can enhance the company's long-term competitiveness and strengthen synergy effects, leading to the trading limit up on Friday. ②Summarizing the industries most focused on by institutions this week (see table), the list of listed companies (see stocks), and the latest research on lithium battery concept stocks.
nvidia zhongji innolight enters the market! The high-speed rate optical module shipments drive the demand for optical chips to double. Which domestic manufacturers can get a share?
①AI drives demand for high-speed optical modules, leading to a shortage of optical chips, with international major factories announcing price hikes; ②The demand for optical chips is expected to continue to rise, guangdong, Wuxi, nvidia, and others have recently announced investments or support for the development of optical chips; ③Currently, the high-speed optical chip market is still mainly dominated by overseas manufacturers, with domestic 100G EML optical chips still not shipping in large quantities.
The demand for power batteries is under pressure, eve energy co.,ltd. Q3 revenue and net profit both declined, and energy storage battery sales doubled in the first three quarters. | Financial reports and insights
In the first three quarters, eve energy co.,ltd. energy storage battery shipments were 35.7 GWh, a year-on-year increase of over 115%, with power battery shipments of 20.7 GWh, an increase of 5% year-on-year.