New Materials
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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.
Anji Microelectronics Technology: Not engaging in single low stock price competition, will continue to strengthen the introduction of domestic products | Earnings conference
① The chairman of anji microelectronics technology, Wang Shumin, stated that the company's performance expectations for 2024 will continue the growth trend of the first three quarters; ② The secretary of the board of directors of anji microelectronics technology, Yang Xun, indicated that the company's capacity utilization rate is currently at a healthy level.
Multiple countries are increasing support for the semiconductors industry, and the sector's performance is expected to improve quarter by quarter.
Recently, multiple countries have increased their support for the development of the semiconductor industry. On November 29th, the German government is preparing to provide billions of euros in new investment to the country's semiconductor industry. On November 27th, to support the development of the semiconductor industry, South Korea's Ministry of Finance announced plans to introduce 14 trillion Korean won (approximately 72.8 billion Chinese yuan) in low-interest loans next year.
【Data Monitoring】 The trading volume of the chip etf has surged, with strong speculators exceeding 0.3 billion buying into grinm advanced materials.
① The sse science and technology innovation board 50 index increased significantly by 3.61% today, with many chip etfs experiencing a substantial increase in trading volume, among which the grinm advanced materials chip etf fund (588290) saw a 232% month-on-month increase in trading volume. ② The high-priced stock grinm advanced materials, which is hit with a trading halt, received a purchase of 0.309 billion from Huaxin Securities at the Shanghai Wanping South Road branch.
Jiangsu Amer New Material's controlling shareholder has changed, with 'Copper King' Wang Wenyin stepping down and 'Jiuding Group' returning after 4 years | Quick announcement
① Jiangsu Amer New Material announced that the company's controlling shareholder has changed to Jiuding Group, and the actual controller has changed to Gu Qingbo; ② As the only listed company under Jiangsu Amer Group, the change in control of Jiangsu Amer New Material means that the 'Copper King of the World' Wang Wenyin will no longer hold any shares in any listed company; ③ Jiangsu Amer New Material, formerly known as Jiuding New Material, had Jiuding Group and Gu Qingbo as its original major shareholder and actual controller.
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.
Urgent! This company plans to jointly develop solid-state electrolyte membranes with Zhongke Shenlanhuize. | Post-market announcement summary
13 days 8 boards grinm advanced materials: there is market speculation risk.
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.
[Data Watch] The four major futures contracts have seen a significant increase in long positions, with algo positions exceeding 0.5 billion selling off grinm advanced materials.
①The main contracts of the four major stock index futures have all increased their long positions by more than 3,000 lots, and the number of long positions is greater than the short positions. ②Stocks related to solid state batteries, grinm advanced materials, were sold by gtja headquarters for 0.505 billion in algo positions, and the stock is also fiercely contested by first-tier private equity funds.
[Data Observation] Institutions have sold off qingdao kutesmart co.,ltd. for two consecutive days, while retail investors and algo are fiercely competing for grinm advanced materials.
① AI asia vets concept stock qingdao kutesmart co.,ltd. experienced a sell-off of 0.106 billion by institutions, with over 90 million sold by institutions yesterday. ② Solid state battery concept stock grinm advanced materials was sold by two top-tier speculative funds totaling over 0.2 billion, while algo seat gtja headquarters brokerage bought 0.261 billion and simultaneously sold 0.19 billion.
jilin oled material tech: Photoresist PSPI material is currently being tested by the top panel manufacturers to advance the transformation of 6th generation line evaporation source equipment|Direct coverage of earnings conference
① Jilin OLED Material Tech is laying out 8.6-generation AMOLED linear evaporation source equipment. Its chairman and general manager, Xuan Jingquan, stated that the promotion of high-generation equipment in the market is progressing in an orderly manner, with some revenue from the transformation of 6-generation evaporation source equipment already confirmed this year; ② In recent years, Jilin OLED Material Tech has extended its business into the fields of packaging materials and photoresists. Its photoresist PSPI material has begun to supply and is advancing testing work with leading panel companies.
Is the lithium battery industry chain about to bottom out? Industry insiders expect prices to rebound next year, with leaders emphasizing a global layout.
Zhang Xiaofei, the chairman of Gaogong Lithium Battery, expects that the first quarter of next year will be the lowest point for prices, while the prices of battery main materials will begin to rise in the second quarter of next year.
Huawei Mate Brand Summit will be held on November 26th, the industry chain companies welcome development opportunities.
① Huawei Terminal announced that the Huawei Mate brand celebration will be held on November 26 at 14:30. At the same time, the Huawei Mate 70 series smartphones have officially debuted, and reservations for the new models in the series are now open. ② Open-source securities noted that with a stable supply chain and breakthroughs in research and development, Huawei's smartphone shipments are expected to reach 80 million to -90 million units by 2025.
Market style rotation! China United Network Communications leads the surge starting with the middle letter.
With the arrival of a new round of adjustments, will the market's strong trend turn bad?
Apple is expected to launch AI-based smart home products, which are expected to drive the industry into a new growth cycle.
①According to insiders, apple is expected to launch ai-based smart home devices as early as March. ②Huajin Securities points out that currently, the software and hardware systems of the smart home industry are becoming more mature, and the entire market is expected to usher in a new growth cycle driven by AI technology.
"Waterproof King" Beijing Oriental Yuhong Waterproof Technology has once again crossed boundaries and taken over a landmark hotel in Chengdu from Sun Hongbin.
The 'waterproof leader' Beijing Oriental Yuhong waterproof technology took over the InterContinental Hotel in Chengdu Paradise Island Center, which was previously unsold for 1 billion yuan.
Downstream demand adjustments affect profits. Aviation materials company plans to optimize product structure. Titanium alloy intermediate cases are already in mass production. | Earnings conference insights.
①Ye Zhongming introduced that the fastest growing business sector in the company is basic materials, will actively respond to changes in market demand, and ensure the completion of the annual operation tasks; ②Yang Hui stated that in the international aerospace field, the company's titanium alloy intermediate products such as casings have been mass-produced in the civil aviation field, generating revenue, with revenue exceeding 0.1 billion yuan in the first three quarters.
The fund backed by ganfenglithium and Jiangxi Guokong has a return multiple of only 1x, starting to recruit GP for the provincial level science and technology innovation fund.
The provincial-level science and technology innovation fund, which gathers jiangxi guokong, ganfenglithium, and swhy, has initiated the collection work for GP. It only requires a one-time investment return, and for projects that meet the major innovation layout of Jiangxi Province, a single project sub-fund can be established, with the investment not subject to the above proportion limit.
Zhejiang Wansheng: Shangneng New Materials will be consolidated in November. The selling price of phosphorus-based flame retardants is currently at a low point. | Direct coverage of the earnings conference
①Currently, the equity transfer of Shango New Materials is progressing smoothly, and it is expected to be consolidated in November this year; ②The company plans to use the existing factory and public works in Weifang, Shandong Province to accelerate the production of new products; ③The average price excluding tax of phosphorus-based flame retardants from January to September 2024 is 0.0159 million yuan/ton, and the current selling price is basically at a low point.
Ou Lai New Materials: The panel industry is facing cyclic overcapacity. The product sales prices have stabilized | A closer look at the earnings conference
① Mao Chunhai stated that in recent years, both domestic and international economic environments have had a significant impact on consumer electronics and panel demand, leading to a cyclic oversupply issue in the panel industry; ② Wen Hongfu stated that influenced by customer demand, the sales volume of copper and aluminum targets for flat panel displays in the first three quarters of 2024 have experienced a certain reduction. As we enter the fourth quarter, product sales prices have stabilized.