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.

cls.cn08:29

Futu Morning Post | South Korea's president announced 'emergency martial law' late at night, stirring up the market; high-performance stocks collectively celebrate after hours! Marvell Technology, salesforce surged more than 10%.

Will the interest rate be cut in December? The Fed's voting members this year are "doing Tai Chi": regardless of cutting or not, interest rates should continue to decline; Nasdaq and S&P hit new highs again! Apple has risen for seven consecutive days to create a new historical high; Palantir rose nearly 7% to create a new historical high again, with the company's cloud computing service receiving a "highly authorized" certification.

Futu News08:08

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.

cls.cn08:02

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.

cls.cnDec 2 22:49

Zhejiang Jinggong Integration Technology signed a contract worth over a hundred million dollars with Saudi GIM Company to export carbon fiber equipment and explore new opportunities.

① Zhejiang Jinggong Integration Technology signed a contract with a Saudi company for a total procurement amount of 0.5 billion USD; ② Market individuals indicate that the production line referred to in this contract is likely a carbon fiber equipment production line; ③ There is an oversupply of carbon fiber in the domestic market, capital expenditures are shrinking, and Zhejiang Jinggong Integration Technology is seeking development space overseas.

cls.cnDec 2 21:20

Major move! Sichuan plans to initiate the strategic restructuring of the controlling shareholders of two energy giants | Read the announcement quickly.

① Sichuan plans to initiate the strategic restructuring of two major state-owned enterprises, Chuantou Group and Nengtou Group; ② The two groups have a strong foundation, and the strategic restructuring is expected to give birth to a stronger and larger energy giant.

cls.cnNov 29 22:01