The delivery in the second half of the year has entered the peak season, and institutions believe that the performance of power grid enterprises is expected to be further released.

①In the first half of 2024, the performance of power grid enterprises generally showed a steady growth trend, and in the second half of the year, with the delivery entering the peak season, the performance elasticity is expected to further increase. ②According to the data from the National Energy Administration, from January to July, the investment in power generation projects of major power generation enterprises across the country reached 415.8 billion yuan, an increase of 2.6% year-on-year; the investment in grid projects reached 294.7 billion yuan, an increase of 19.2% year-on-year.

cls.cnSep 13 07:50

In the second quarter, Huawei ranked first in global wrist-wearing market shipments, and smart wearable devices may become a new frontier for AI implementation.

1. According to IDC data, Huawei shipped 8.883 million units in the global wearable device market in the second quarter of 2024, with 5.965 million units shipped in China, becoming the top player in both the global and Chinese wearable markets. 2. Shanxi believes that leading domestic consumer electronics manufacturers are bullish on the prospects of wearable devices. With the continuous maturation of edge AI technology, wearable devices will become a new outlet for AI applications.

cls.cnSep 6 07:39

In August, 17 listed companies bid farewell to A shares! ST Xudian and other stocks received a pre-notice of termination of listing, * ST Yaxing will become the first voluntarily delisted company this year.

①*ST Weichuang, *ST Xudian, Guangdong Highsun Group have received notices of delisting this month; ②*ST Yazhou will become the first actively delisted listed company this year; ③In August, a total of 17 listed companies, including Pengdu Agriculture & Animal Husbandry and China Grand AutomotiveServices Group, have been delisted. Please refer to the list of A-share listed companies delisted in August (attached table).

cls.cnAug 31 10:16

A new foldable screen phone has been exposed, and institutions believe that foldable terminals have the potential to open up a larger market space.

①Transsion's brand Tecno recently showcased the Phantom Ultimate 2 foldable phone, equipped with 2 hinges, 3 panels, and a thickness of 11 millimeters when folded. ②East Money Information Securities stated that with the gradual iteration and updates of technologies such as Huawei's tri-fold screen patent, foldable terminals are expected to open up a larger market space.

cls.cnAug 29 08:10

【Data Analysis】The trading volume of multiple cross-border ETFs has increased significantly. Institutions have sold nearly 100 million yuan of shanghai moons'electric.

① Among the top ten ETFs with a month-on-month increase in turnover compared to yesterday, there were 5 cross-border ETFs. Among them, the Saudi ETF (159329) turnover increased 145% month-on-month. ② Mingzhi Electric, a robotics concept stock that has fallen to a standstill, was sold by three organizations for a total of nearly 100 million yuan.

cls.cnAug 22 17:49

"Black Myth: Wukong" triggers excitement in the capital markets, attracting attention to this spatial computing company.

①With space calculation technology, Siasun Robot&Automation helps the production of the game "Black Myth: Wukong"; ②Liu Yaodong, director of Siasun Robot&Automation, told the reporter of "STAR Daily" that in the future, the company will also explore new directions such as embodied intelligence of robots and autonomous driving of drones.

cls.cnAug 20 20:48