Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.
1. The proportion of the top ten private equity funds in the private equity research list with assets under management exceeding 10 billion yuan has decreased. CFMCC Wealth Management, the top-ranked firm, is the only one that has been researched more than a thousand times this year. 2. Private equity funds are generally more focused on stocks listed on the STAR Market. 3. Many top private equity funds with assets under management exceeding 10 billion yuan are still focusing on researching Hangzhou Hikvision Digital Technology and luxshare precision industry. 4. So far this year, Feng Liu has conducted research on Hangzhou Hikvision Digital Technology three times, while Deng Xiaofeng has conducted research on luxshare precision industry four times.
【Data Analysis】Several high-ranking stocks that have fallen behind are being sold by institutions. Retail investors and algo traders are engaging in intense speculation on 360 security technology inc.
① Several recently halted high-position stocks have started to adjust and have been sold by institutions, among which shandong sunway chemical group was sold for 0.117 billion and guoguang electric over 70 million. ② 360 security technology inc. received a net purchase of 0.233 billion from htsc's tianjin dongli development zone erwei road business department, while also facing a sell of 0.124 billion from an algo position.
The 2024 World Consumer Electronics Expo is about to be held, and the smart phone market is expected to grow against the trend.
① The 2024 World Consumer Electronics Show will be held at the Shenzhen Convention and Exhibition Center from November 28 to 30, 2024. ② China Merchants believes that the flagship Android phones are entering a phase of intensive releases, with Xiaomi, OPPO, vivo, Honor, and Huawei all having released new flagship models, which focus on AI and optics as highlights. Continuous attention is paid to innovations in new machines and subsequent sales.
Huawei Mate 70 series is coming, which core suppliers of A-shares are worth paying attention to?
1. Huawei officially launched the Mate 70 series, starting at 5499 yuan; 2. The market expects that this series will become another important flagship product for Huawei, with many institutions predicting sales of over tens of millions; 3. Core suppliers such as boe technology group, visionox technology inc., lens technology, and ofilm group co., ltd are worth paying attention to.
Blackstone and 13 other institutions are forming a group to invest in kuang-chi technologies, and metamaterials are also "eyeing" the low-altitude economy.
Kuang-Chi Technologies introduced three strategic investors through equity transfer agreements, two of which have state-owned background; Recently, Kuang-Chi Technologies has been focusing on the low-altitude economic industry and released the world's first all-body super-material drone this month.
The daily sales of the product reached 18 million GMV. E-commerce concept stocks achieved three consecutive board limits this week, with institutions conducting intensive research on related listed companies.
①Nanji E-commerce released institutional research notes on Friday, stating that Nanji Ren's luxury series has a daily sales volume of 18 million GMV recently. A hundred good brands have already expanded to channels such as Douyin, Alibaba, vipshop, etc. In terms of the secondary market, Nanji E-commerce closed with a 3-day consecutive limit up on Friday.