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In two and a half years, gaining one IPO, Shen Furong from Ruili Investment "decodes" the path of PE investment.
① Through solid industrial research, Ruili Investment captured opportunities and thus achieved an IPO within two and a half years; ② Although in the PE stage, the invested projects must also have the ability to traverse economic cycles, industry cycles, and project life cycles. In the investment in Trina Solar Co., Ltd., Ruili Investment achieved a tenfold return; ③ Investment is an art that requires persistence and composure, and time is the best "touchstone."
As the Spring Festival holiday approaches, the tourism Industry is expected to pick up, and these Concept stocks are frequently being investigated.
The Spring Festival holiday is from January 28 to February 4, 2025, totaling 8 days.
Lithium battery companies face obstacles in going overseas! Shanghai Putailai's investment of 0.1 million tons in Anode Material in Sweden was rejected, and plans to appeal will be proposed | Quick read the announcement.
① Shanghai Putailai New Energy Technology plans to terminate the implementation of the 0.1 million ton Anode Material integrated production base project in Sweden; ② The company cannot fully agree to the conditions proposed by the Swedish Strategic Product Surveillance Authority concerning the company's planned investment project under the Swedish Foreign Direct Investment Law; after unsuccessful negotiations, the investment project was not approved; ③ The company intends to appeal to the Swedish government and will continue to monitor overseas markets, looking for opportunities to establish overseas production capacities.
Beijing Roborock Technology: The European market is shifting to a self-operated sales model, and online sales of washing and drying machines surged during the Singles' Day Sales | Insights from the Earnings Conference.
① The Chairman and General Manager Chang Jing stated that the year-end promotions combined with national subsidy policies this year have supported the overall development of the Industry, and the company's related sales are continuing steadily. ② Beijing Roborock Technology stated that the impact of tariffs in the USA has begun to show in the third quarter, but currently, the effect on the company's overall financial statements is relatively minor.
Triggered a strong redemption! Bank Of Chengdu decided to exercise its early redemption right. How should investors proceed?
① Redeeming convertible bonds early can reduce the Bank Of Chengdu's future interest expenses, and it may also encourage some convertible bond investors to expedite their conversion decisions. ② Currently, the pace of convertible bond investors converting to shares at Chengdu Silver is accelerating, and as of December 18, the proportion of unconverted bonds has decreased from 40.15% a week ago to 28.32%.
GeKaoMicro: The new 1.0-micron 50 million pixel product will be mass-produced next year, with AMOLED products being first applied to wearable devices | Directly covering the Earnings Conference.
① The Ge Micro CMOS image Sensors product range has expanded from 2 million to 8 million pixels to 32 million to 50 million high pixels; the display driver chip has expanded from LCD DDI to TDDI; ② The company's Director Zhao Lixin stated that AMOLED products will first be applied in the field of wearable devices, with the 1.0 micron 50 million pixel image sensor products expected to be mass-produced next year.