【Data Watch】The trading volume of multiple cross-border ETFs has increased significantly again, with five Institutions teaming up to sell off Guizhou Space Appliance.
① Multiple cross-border ETFs surged again today with a significant increase in trading volume, among which the Asia-Pacific Select ETF (159687) increased by 254% compared to yesterday's trading volume. ② The Defense stock Guizhou Space Appliance, which was on a trading halt, was a total Sell of 0.238 billion by five Institutions.
Multifunctional legged robots are mainly used in reconnaissance and attack. Robot Concept stocks surged this week, as Institutions conducted intensive research on the relevant listed companies.
① Jianshe Industry Group published the summary of the institutional research on Monday, indicating that the company's multifunctional foot-type robots are primarily used for reconnaissance, strikes, and daily inspections. In the secondary market, Jianshe Industry Group closed limit-up on Friday. ② An overview of the industry sectors most focused on by institutions this week (attached table), a list of listed companies (with stocks), and the latest research in the Siasun Robot&Automation industry.
Aerosun Corporation, which had six consecutive limit-up days, is expected to report a loss of 0.4 billion, potentially marking the largest annual loss since its listing | Quick read of the announcement.
① Aerosun Corporation has accumulated a net income of approximately 0.4 billion yuan over the last 13 years, and may incur losses in 2024; ② this would set a record for the largest annual loss since the company went public; ③ last year, Aerosun Corporation experienced a continuous rise in stock prices due to the commercial spaceflight concept.
AI drives the increase in demand for HBM, SRAM, and DDR5, and the Industry Chain of storage chips is expected to recover.
According to media reports, as AI boosts demand for advanced storage chips, Micron Technology will invest 7 billion dollars in the next few years to expand its manufacturing operations in Singapore. The securities firm Yongxing stated that benefiting from supply-side price increases, inventory gradually returning to normal, and AI driving the demand for HBM, SRAM, and DDR5, the Industry Chain is expected to reach a bottom and rebound.
1.5 billion! Another central enterprise is entering the Venture Capital space, the China North Industries Group has launched its first CVC Fund in Hubei.
① The first phase of the Fund is 1.5 billion yuan and will focus on investment in the "new four modernizations" of autos, laser manufacturing, humanoid robots, and advanced materials industries. ② In the funding structure, China North Industries Group accounts for 60%, while the three-level government guidance funds from Hubei Province, city, and district account for 40%, and the management of the New Development Fund will be handled by the investment platform of China North Industries Group, Southern Science and Technology Innovation.
Chengfei injection completed, Zhonghang Electronic Measuring Instruments plans to change its name to Zhonghang Chengfei丨Quick Read Announcement.
① Investors have long awaited the integration of Chengfei into Zhonghang Electronic Measuring Instruments, which has finally been completed; ② Zhonghang Electronic Measuring Instruments intends to be renamed as Zhonghang Chengfei.