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.cnDec 4 08:29

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.cnDec 4 08:02

Kangxi Communications plans to acquire 51% equity of Semiconductor Co. to expand its asia vets smart terminal.

①Kangxi Communications stated that the proposed acquisition of the target company will help enhance Kangxi Communications' existing Wi-Fi RF front-end chip products, and supplement the company's capabilities in terms of technology, revenue, etc. in the internet of things field; ②Industry investors stated that in terms of smart control modules, ChipInside can save the intermediate price difference by purchasing Kangxi Communications' Wi-Fi chips, thereby reducing the related product costs.

cls.cnNov 26 12:55

Twelve departments issued the "5G Large-Scale Application 'Set Sail' Action Upgrade Plan"; the industry chain is expected to welcome new opportunities.

12 ministries including the Ministry of Industry and Information Technology issued the "5G Large-scale Application 'Sailing' Action Upgrade Plan", aiming to achieve large-scale application of 5G by the end of 2027. Galaxy Securities believes that the focus on 5.5G is gradually increasing, with new application scenarios driving the base station industry chain, and key links such as antennas, filters, power amplifiers, and PCBs are expected to usher in new opportunities.

cls.cnNov 26 07:58

Shengke Nano's star IPO has been approved, intending to raise 0.297 billion yuan, making it a "full-service hospital" for chips.

① Wintech Nano is a well-known third-party testing and analysis laboratory in the semiconductors industry, with analysis capabilities covering advanced processes of 3nm, leading in the industry; ② The company stated that following the Fabless model, the Labless model of outsourcing testing to third-party laboratories has become a new trend in industry development.

cls.cnNov 22 19:49

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.

China brokerageNov 20 09:58