JD.com's domestic mobile phone sales have increased by 200% month-on-month, and mobile phone supply chain manufacturers are expected to release performance elasticity.

According to media reports, as of January 20th at 12:00, the national subsidy activities in Peking, Hubei, Jiangsu, Zhejiang, and Shaanxi are fully launched on JD.com, and activities in other provinces and cities are also being rolled out. Among the provinces and cities where the national subsidy is launched, smartphone sales have increased by 200% month-on-month, and tablet sales have increased by 300%.

cls.cnJan 22 07:58

[Data Observation] First-tier speculators are fiercely battling over ZTE, while two Algo positions are jointly offloading GigaDevice Semiconductor Inc.

① ZTE received buying from two major speculative trading positions, while two other major speculative trading positions sold shares, with GTJA's Shanghai branch purchasing 0.161 billion. ② GigaDevice Semiconductor Inc. has data showing that in the last three trading days, the stock was sold a total of over 0.55 billion by two Algo positions.

cls.cnJan 9 17:48

Investment in Ultra High Pressure continues to accelerate, and Analysts predict that the bidding process is expected to speed up in 2025.

① The "Xinjiang Power Transmission to Chongqing" project, the Hami-Chongqing ±800 kV Ultra High Pressure Direct Current transmission line project, has been fully connected. ② Xiangcai Securities believes that Ultra High Pressure is a key infrastructure for the delivery of large New energy Fund bases, and 2025 marks the concluding year of the 14th Five-Year Plan. To promote the consumption of New energy Fund, the progress of bidding in 2025 is expected to accelerate.

cls.cnJan 9 08:02

Market Movements | Home Appliances stocks in Hong Kong are active, HISENSE HA is up by 4%, and the National Development and Reform Commission has intensified the old-for-new subsidy policy.

Hong Kong stocks in the Home Appliances sector were active in the morning. As of the time of writing, HISENSE HA is up 4%, HAIER SMARTHOME is up 2%, and Midea Group Co., Ltd is up 1%.

Futu NewsJan 8 10:31

Hot stocks of high-speed connectors have been put under investigation! The company's performance has been in continuous loss for years.

The Copper cable high-speed connection Concept stock Shenzhen Deren Electronic has been filed, and the company responded that it depends on how the regulators classify it, and the possibility of (Delisted) cannot be ruled out, but it is relatively extreme.

Golden10 DataDec 30, 2024 11:28

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.

cls.cnDec 29, 2024 23:17