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

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

The four associations recommend cautious procurement of usa chips, while domestic chips face a catalytic opportunity.

On the evening of December 3, the China Internet Association, China Semiconductor Industry Association, China Automotive Industry Association, and China Communication Enterprise Association successively issued statements recommending cautious procurement of usa chips. East China Securities stated that the current domestic production rate of automotive chips in china is only about 10%, indicating significant growth potential.

cls.cn08:02

Third quarter dividends change to pre-spring festival dividends? Fulejia and others rely on "spring festival red envelopes" to attract attention | Quick reading of announcements.

① Following three squirrels inc., Fu Er Jia announced a dividend plan before the Spring Festival; ② The so-called dividends before the Spring Festival from the two companies are essentially third quarter dividends; ③ Both companies operate within the consumer sector and are facing certain pressures; ④ This operation may be a response to the policy call for "dividends before the Spring Festival."

cls.cnDec 3 22:05

Breaking news! Four major industry associations collectively state: exercise caution when purchasing usa chips.

① The china semiconductors industry association, china automotive industry association, china internet plus-related association, and china communication enterprises association have all issued statements urging domestic companies to carefully select and procure usa chips. ② The new round of export restrictions from the usa involves over 140 chinese enterprises, affecting semiconductors manufacturing equipment, electronic design automation tools, etc., undermining the principles of fair competition in the global semiconductors industry.

cls.cnDec 3 18:48

[Data Analysis] Trading volume of honglietf surges, three first-tier institutional investors jointly sell leo group co.,ltd., nearly 0.6 billion.

①The trading volume of two dividend ETFs increased significantly compared to yesterday, with the trading volume of Huatai-PB CSI Dividend Low Volatility ETF (512890) increasing by 113% compared to the previous day. ②Several high-priced stocks were heavily sold by first-tier hedge funds, with Leo Group Co., Ltd. facing a total sell-off of nearly 0.6 billion by three hedge funds.

cls.cnDec 3 18:04