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.
With a bottom price of 51.11 million, PingPong's domestic licensed entity's 49% equity is back on the shelf. Who will take over this time?
① The third-party payment institution Zhejiang Xinhang Payment Co., Ltd. has listed 49% of its equity on the Guangdong United Property Rights Exchange Center. ② The base price for this equity transfer is 51.11 million yuan, which implies that the current valuation of Xinhang Payment is approximately 0.104 billion yuan. ③ Some market perspectives suggest that PingPong and related companies may participate in this trade to acquire the equity, but PingPong has not made any statement yet.
[Data Viewing] The IM futures index shorts significantly reduced their positions, and four speculative trading seats cooperated to trade hytera communications corporation.
① The four major block orders futures contracts have significantly reduced short positions, with the number of shorts in the IM contract decreasing much more than that of longs. ② Data from the stock trading list shows that the high-interest stocks hytera communications corporation have their first to fourth buy positions being speculative funds trading back and forth, and the trading amounts exceed one hundred million yuan.
The International Low Altitude Economic Development Conference is about to be held, and institutions suggest paying attention to the subsequent sector market trends.
The 2024 ****'an) International Low-altitude Economic Development Conference will be held from November 22 to 24 at the Xi'an International Convention and Exhibition Center. Open source securities Yin Shenglu stated that the low-altitude economy has already seen a vertical implementation from the macro (national level industry planning) to the meso (local subsidies across regions) and finally to the micro (infrastructure main machine bidding and application scenario creation), and it is recommended to pay attention to the subsequent sector trends of the low-altitude economy.
[Data Observation] The activity of institutions continues to decline as two algo positions join forces to buy china satellite communications at a low price.
① Since the beginning of this week, the activity of institutions on the dragon and tiger list has continued to decline, with the number and amount of stocks bought both decreasing. ② The stocks of china satellite communications that hit the daily limit have been bought by two algo funds, with a total purchase amount exceeding 0.12 billion.
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?