Nuclear Power is receiving a strong boost! The State Council has approved the Zhejiang Sanmen Phase III project and other Nuclear Power projects.
Analysis suggests that this is undoubtedly a significant Bullish factor for the Nuclear Power Industry Chain.
Jiangsu Canlon Building Materials invests 0.48 billion in a cross-border acquisition of an optoelectronic company. Can a performance commitment with an average growth rate of 40% be achieved?| Read the announcement.
① Against the backdrop of losses in the waterproof materials main business, the acquisition by Jiangsu Canlon Building Materials is an attempt at diversification and also aims to enhance profitability; ② The Trade set a performance commitment of a cumulative 0.24 billion yuan over the next three years, but the competition in the Industry is quite fierce, so there is certain risk regarding the ability to achieve this; ③ The Trade will also trigger a simultaneous Shareholding reduction by the controlling shareholder and actual controller, who will transfer 14.49% of the total share capital of the listed company.
Recently, the catalysts related to Solid State Battery have been continuously emerging. Analysts claim that Solid State Battery is still undervalued by the market.
① The 2025 China Solid State Battery Technology Innovation and Industrialization Seminar will be held from March 26 to 28, 2025. ② Everbright's Research Reports state that the market has underestimated the support that all-solid state batteries will provide in terms of safety and endurance after the demand surges in humanoid robots and the low-altitude economy.
Tomorrow, the trading will be suspended as Gao Ling Information plans to purchase equity in Xin Nuo Communication, which once aimed for a star IPO.
① The acquired party, Xinnuo Communication, applied for listing on the star board last June and voluntarily withdrew its application this June, terminating the IPO; ② Gaoling Information has shown a downward trend in performance in recent years, with losses reported in every quarter this year. It stated that the direction for future turnaround is, firstly, military industry communication, and secondly, content security business, with revenue confirmation concentrated in the second half of 2024.
MIIT proposed moderately advanced layout of hydrogen energy storage technology, which is expected to inject new development momentum into the industry.
①The Ministry of Industry and Information Technology publicly solicits opinions on the action plan for the high-quality development of the new energy storage manufacturing industry (draft for soliciting opinions). The draft proposes to appropriately plan ahead for hydrogen storage and other ultra-long-term energy storage technologies. ②huaan Securities pointed out that in the first half of the year, the progress of green hydrogen projects has been continuous. Looking forward to the second half of the year, with the frequent introduction of green hydrogen support policies in many places, the demand for electrolyzer bidding will double.
Install as much as possible! Six departments promote the addition of rooftop photovoltaics, and building BIPV welcomes significant development opportunities.
The National Development and Reform Commission and five other departments have issued the "Guiding Opinions on Vigorously Implementing the Action of Renewable Energy Substitution". Among them, it is proposed to promote the installation of photovoltaic systems on existing building roofs, and promote the installation of photovoltaic systems on newly constructed factory buildings and public buildings under certain conditions. citic sec research reports pointed out that the future of building BIPV will pay more attention to aesthetics, power generation efficiency, material costs, etc., making it easier for leading technology companies in the industry to develop further.