Number of fundraising projects has been postponed multiple times; Aburu has lost money for two out of its three years since listing | Interpretations
① The overall gross margin of the Eco-friendly Concept projects has declined, and Aibulu expects a Net income loss of 32 million to 40 million yuan in 2024; ② The company's main business has 'poor harvest', and the fundraising projects are delayed, but outside the main business, the company has heavily invested in 'chips', and during the surge in stock prices, some Shareholders have started their Shareholding journey.
GEM Co.,Ltd. is aiming for A+H and plans to go public in Hong Kong | A-share company listing in Hong Kong.
Aerosun Corporation, which had six consecutive limit-up days, is expected to report a loss of 0.4 billion, potentially marking the largest annual loss since its listing | Quick read of the announcement.
① Aerosun Corporation has accumulated a net income of approximately 0.4 billion yuan over the last 13 years, and may incur losses in 2024; ② this would set a record for the largest annual loss since the company went public; ③ last year, Aerosun Corporation experienced a continuous rise in stock prices due to the commercial spaceflight concept.
Compete for the trillion-dollar overseas "big cake," as construction machinery giants accelerate "going global" by 2025.
① The domestic Construction Machinery market has entered a phase of stock adjustment. This year, domestic manufacturers are focusing on increasing their overseas market share while stabilizing gross margin. ② The industry expects that next year's overseas market incremental demand will be more certain than in the domestic market, with export growth maintaining at over 10%. ③ Against the backdrop of equipment upgrades and policies favoring a stable real estate market, it is anticipated that domestic market demand will remain relatively stable next year.
Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.
In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.
Three departments encourage the development of "AI+" research and design software, and industrial large models are expected to accelerate implementation.
The Ministry of Industry and Information Technology, the State-owned Assets Supervision and Administration Commission of the State Council, and the All-China Federation of Industry and Commerce issued the "Implementation Guidelines for Digital Transformation of Manufacturing Enterprises." It proposes to develop "AI+" research and development design Software, to construct datasets such as design models and simulation models, to carry out model training, and to develop innovative applications such as generative design and real-time simulation, to accelerate the research and development of new products.
A maximum of 18 shares can be converted for every 10 shares! The issuance of conversion announcements by three companies carries significant implications.
① *ST Hanma, *ST ZhongTongGuoMai Communication, and *ST Flower King Eco-Engineering Inc. announced on December 24 that they will implement a capital reserve transfer to increase their share capital. ② *ST Hanma and *ST ZhongTongGuoMai Communication indicated that the additional shares will not be distributed to existing Shareholders but will be used to introduce restructuring investors and to pay off debts.
Jiangsu Skyray Instrument has been designated as a special treat and fined 3 million yuan. In recent years, there have been 10 other instances of illegal operation in production and management. | Quick read of the announcement.
① Jiangsu Skyray Instrument was fined 3 million yuan by the Securities Regulatory Commission, and several executives including chairman Liu Zhaogui were also penalized; ② The company's stocks will be subject to other risk warnings by the Shenzhen Stock Exchange, changed to "ST Jiangsu Skyray"; ③ In recent years, the company has faced up to 10 cases of violations related to environmental protection, safety regulations, and other operational misconduct.
Hydrogen energy, hybrid, methanol... This year's exhibition has more machinery "dynagreen environmental protection group". | Directly report from bauma CHINA 2024.
With the continuous maturity of 'three electric' technology, batteries, electric machines, and other key components have become the 'new forces' competing for the electrification market of construction machinery. In the future, with technological breakthroughs and achieving significant cost reductions, domestic main engine manufacturers have the advantage of electrification, and are expected to be the first to benefit from the electrification wave.
Insurance capital is intensively increasing stakes in dividend stocks! What is the reason?
Currently, there are quite a few shareholders of insurance funds that hold more than 5% of the circulating shares of listed companies. In addition to some being unlocked restricted shares, there have also been many actions of shareholding and new stakes taken, with at least 14 instances of such actions this year.
Chips heat dissipation boost liquid cooling demand Another listed company digs into electronic fluorinated liquid | Speed reading announcement
①Shimao Energy intends to issue shares and pay cash to acquire a controlling stake in Zhanding Technology. After the transaction is completed, Zhanding Technology will become a subsidiary of the company. ②Zhanding Technology mainly produces fluororubbers, fluorinated liquids and other products, serving high-tech industries such as electronics, semiconductor integrated circuit manufacturing, etc. ③The valuation and pricing of Zhanding Technology have not been finally determined yet.
Two industry leaders are jointly promoting the deployment of Robotaxi. Institutions continue to be bullish on the investment opportunities in autonomous driving.
According to media reports, on November 2, Xiaoma Zhixing and BAIC New Energy held a L4 self-driving car development technology cooperation signing ceremony at BAIC Bluepark. Both parties aim to achieve mass production of fully autonomous Robotaxi vehicles and jointly promote the large-scale implementation of autonomous driving travel services (Robotaxi).
US stocks closed | The three major indices rose and fell unevenly, with Tesla soaring 22%, marking the largest increase in eleven years.
Economic data supports the market's bet on a routine 25 basis point rate cut by the Federal Reserve in November. The US stock market only saw a drop in the Dow, the first four-day consecutive decline since June, dragged down by IBM and Boeing. The Chinese concept index fell by 1.6% before halving its decline, while Li Auto Inc surged more than 1%.
The pesticide market downturn dragged down aba chemicals corporation, which has been in continuous losses for five seasons, but the amount of losses has narrowed | interpretations
①Aba Chemicals Corporation has been experiencing losses for five consecutive quarters in Q3, but the amount of loss has narrowed compared to the first two quarters of this year; ②The pesticide industry is still at a low level, with a significant decrease in the market situation of the company's main product, chlorfenapyr acetylamine intermediate, within a year; ③The company's top ten shareholders underwent changes in Q3, with a new addition of an institutional shareholder and 'Northbound Funds'.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
The State Council meeting promotes a virtuous cycle in the venture capital industry, and the sector is expected to seize the opportunity.
On September 18th, the executive meeting of the State Council pointed out that venture capital is related to technological innovation, industrial upgrading, and high-quality development. It is necessary to quickly resolve the bottlenecks and difficulties in the various stages of fundraising, investment management, and withdrawal, support eligible technology-based enterprises to list both domestically and internationally, vigorously develop the equity transfer and mergers and acquisitions market, and promote a healthy cycle in the venture capital industry.
Change of ownership + merger! Hanjia Design Group: cash acquisition of 51% equity of Futai Technology did not trigger the restructuring for IPO | Quick announcement
①Just after a suspension of trade for 2 trading days, hanjia design group, which has been listed for 6 years, quickly announced a change of ownership; ②In this equity trade, the acquirer, Tailian Zhixin, offered a high premium, with a 60% premium compared to the closing price of 6.59 yuan per share for hanjia design group on September 6; ③Votai Technology's shareholders have promised that after the acquisition is completed, the cumulative net income for the years 2024 and 2025 shall not be less than 21.6 billion yuan.
Futai Technology or go public through reverse takeover, intending to acquire Hanjia Design Group? | Express Announcement
①hanjia design group's performance has been continuously declining, which may be an important background for the controlling shareholder to plan to transfer the controlling rights; ②Futubull Technology and hanjia design group have synergies in their businesses, with the former planning to list on the gem; ③If the "reverse acquisition" is successful, it means that Futubull Technology will achieve a curved listing.
Huawei Hisilicon's release of a risk warning notice for high-growth stocks! The company's stock price has risen sharply, with the risk of market sentiment overheating | Highlights of the post-market announcement.
Qinghai Salt Lake Industry: Controlling shareholder signs general cooperation agreement, proposed change of company's controlling rights.
Covering all categories including white goods and kitchen and bathroom small appliances, this listed company's stock price soared in response. Home appliances stocks received intensive research by institutions this week.
① Changhong Meiling said during the institutional survey on Friday that the company has established a comprehensive sales network and service system to provide users with high-quality services covering all categories including white goods and kitchen and bathroom small appliances. The company's stock price closed at the limit up that day. ② Sorting out the industry sectors that institutions are most concerned about this week (see table), the list of listed companies (see stocks), and the latest research on the home appliance industry.