The rise of the domestic substitution concept! ZTE's straight rise exceeds 10%, semiconductors stocks are soaring one after another.
ZTE's stock price hit the daily limit, reaching a new high of more than 1 year, with over 1.5 million shares blocked. Lately, companies whose names start with the middle letter have frequently seen a bullish trend. Previously, China Greatwall Technology Group had consecutive trading limit up, China National Software & Service has also been consistently bullish, and Dawning Information Industry hit a historical high.
The convergence of big finance and technology may continue to lead the bullish trend.
Track the entire lifecycle of the main sector.
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.
Share buyback and shareholding loans are quickly implemented! Industrial and Commercial Bank of China, Bank of China, China Construction Bank, China Merchants Bank, Citic Bank, and other banks have announced progress. Some banks have cooperation intention
①As of now, Bank of China has reached cooperation intentions with nearly a hundred listed companies, explicitly committing loans to 32 listed companies, covering industries such as integrated circuits, transportation, high-end manufacturing, and business services; ②The bank stated that it will strictly adhere to the risk compliance bottom line, rigorously prevent crediting funds that do not meet the conditions of the stock increase stake & buy back and reloan policy from illegally flowing into the stock market.
"Repurchase, shareholding, and re-lending" is quickly implemented! The scale has exceeded 10 billion yuan, with central enterprises leading the trend.
①Yesterday, the first batch of 23 listed companies have disclosed information on shareholding, repurchasing, and additional financing, with the total amount involved exceeding one billion yuan; ②Among central state-owned enterprises, two major shipping giants, China Merchants Group and cosco shp sg, have multiple companies involved, while private enterprises are represented by industries such as aquaculture, photovoltaics, and semiconductors; ③Market participants believe that the new policy on additional financing has received enthusiastic responses, which will help further activate the market and bring more liquidity.
Express News | This morning, the chairman of the board proposed a stock repurchase announcement for the listed companies in the China Merchants Group.