【Data Analysis】 The trading volume of multiple Hang Seng Index and MSCI China Internet ETFs has significantly increased. Well-known institutional investors have increased their holdings in Shijiazhuang Changshan Beiming Technology by over one hundred mill
①Hong Kong stocks surged, with a significant increase in trading volume for multiple Hang Seng and Chinese concept internet ETFs compared to the previous trading day, among which the Chinese concept internet ETF (159605) saw a 366% increase in trading volume. ②Honma and state-owned enterprise reform concept stock Changshan Beiming received a buy order of 0.114 billion from the Beijing headquarters branch of CITIC Securities, with this position buying over 50 million shares of the stock yesterday.
The Huawei Full Connection Conference was held today, and institutions are bullish on the accelerated development of the HarmonyOS ecosystem.
①The 9th Huawei All-Connect Conference will be held from September 19 to September 21, 2024. The content/topics of this conference include the construction of HarmonyOS ecosystem and native development. ②Guosen Securities believes that the progress of open-source HarmonyOS ecosystem construction is accelerating, realizing full-scenario industry chain coordination between software and hardware, connecting thousands of industries and objects, and opening up a new blue ocean in the industry for ecosystem partners to create and share together.
[Data Analysis] The shares of several banking ETFs decreased significantly last week, and four institutional investors joined forces to aggressively acquire shijiazhuang changshan beiming technology.
Among the top ten ETFs with reduced shares last week, multiple banks and honglietf were included, with the bank ETF (512800) reducing its shares by 0.318 billion last week.
The latest holding positions of the retirement fund have been exposed: In the second quarter, there were 61 new stocks in the top ten shareholders list, with Zhejiang Weixing Industrial Development and other stocks held by 2 shareholders.
① With the completion of the semi-annual report disclosure of listed companies, the top ten circulating shareholders of 188 stocks in the retirement fund appeared frequently; ② Among them, among the top ten circulating shareholders of 61 new stocks, Zhejiang Weixing Industrial Development, National Investment Intelligence and other 5 stocks each obtained 2 new shareholdings from the retirement fund; ③ Attached is the number of new shareholding institutions and A-share list in the second quarter of the retirement fund (see attached table).
Internet security vendors are experiencing widespread losses, and the industry's downward trend is difficult to conceal due to seasonal factors. It is urgent to find new sources of revenue.
In the first half of the year, only 3 out of the top 20 companies in the csi information security index achieved profitability, while all of the top 10 suffered losses. Financial reporters from CaiLian News learned through multiple interviews that the losses were mainly caused by periodic project cycles and seasonal factors affecting payment collection. Analysts point out that in the context of downstream customers, primarily government clients, facing significant financial pressure and declining purchasing power, the network security industry needs to expand its market to more commercial clients.
The largest batch within the year! 117 domestic games have been approved for release, including NetEase and other listed game companies.
Following the approval of 15 imported games at the beginning of the month, 117 domestic games were issued with licenses this month, making it the month with the highest number of domestic game licenses issued so far this year.