Pig 7 of e-commerce camel :
[Soochow News] Ningde Times: Congressmen's allegations are misleading Ningde Times: Congressmen's allegations are misleading, the internal industrial chain is traceable and meets all requirements, and it is reasonable to infer that there is no relevant risk event: five Republicans in the United States jointly sent a letter to the Assistant Secretary in charge of strategy, policy and planning of the Department of Homeland Security
Pig 7 of e-commerce camel :
[CT Dianxin] The Law on Separating from Foreign Hostile Battery Dependency is only for the procurement of the Department of Homeland Security, with limited impact. On the evening of June 7, the US House of Representatives proposed the Law on Separating from Foreign Hostile Battery Dependency, which prohibits the Department of Homeland Security from purchasing batteries from six Chinese companies, and promotes decoupling between the United States and its supply chain. Related enterprises are: Ning
Pig 7 of e-commerce camel :
The performance forecast for the half year of 2024 is the first to be seen, and 6 companies are newly launched! 1. Lixun Precision (002475) - a leading enterprise of connector manufacturers, a leading enterprise of domestic precision manufacturing, and a leading fruit chain company. The expected net profit of the semi annual performance in 2024 is about 5.4 billion yuan, with a year-on-year growth of about 23%
Pig 7 of e-commerce camel :
[Heavy prospect] The domestic semiconductor is about to explode, and the core logic is as follows:
Pig 7 of e-commerce camel :
[Antaike] Weekly evaluation of monocrystalline silicon wafers - continuous consumption of inventory and stable operation of prices (June 5, 2024) The price of silicon wafers was stable this week. Among them, the average transaction price of N-type G10L single crystal silicon chip (182 * 183.75mm/130 μ m/256mm) remained at 1.15 yuan/chip
Pig 7 of e-commerce camel :
[Yangtze River Power New] Photovoltaic: Trade frictions are expected to be sufficient, and we should cherish the opportunity of bottom layout under the accelerated clearing of supply! 1. The plate has been adjusted today, and we think it may be affected by the news of US trade friction. On June 5, foreign media reported that the Democratic Party of China wrote a letter calling on the Biden government to investigate Chinese photovoltaic enterprises suspected of evading US tariffs
Pig 7 of e-commerce camel :
[Dongwu Dianxin] The bidding price of the negative pole of the head battery rose generally, and the bottom of the industrial chain confirmed the marginal upward event: According to reports, the bidding price of the negative pole of BYD rose by 10% - 15% in the second half of the year, and we verified the price increase from different negative pole manufacturers# The negative pole price rise has the basis: 1) BYD bidding price pole in the first half of the year
Pig 7 of e-commerce camel :
[Little Bear Team] Wanji Technology: the core target of Beijing's 10 billion car road cloud integration project
Pig 7 of e-commerce camel :
[Heavy looking forward] 6.11 The core highlight of the 2024 WWDC Conference of Apple Global Developers 1 # Apple voice input will become the central interface of mobile device A. Apple carried out a strategic restructuring of its Siri team in the third quarter of 2023, with major voice interaction updates
Pig 7 of e-commerce camel :
The development of domestic satellites has entered a period of acceleration, and attention has been paid to investment opportunities in the satellite industry chain. Recently, the development of satellite industry is in full swing, and the construction of satellite industry chain is expected to usher in an important period of historical development opportunities: in constellation planning, on May 24, 2024, Shanghai Lanjian Hongqing
Pig 7 of e-commerce camel :
[Tianfeng Metal] Feedback on several frequently asked questions about antimony 1. What is the risk of negative demand feedback when the price breaks a record high? We believe that for small metals known as "industrial monosodium glutamate", # rigid demand reduces the risk of negative feedback, and price transmission is relatively smooth. Take antimony as an example
Pig 7 of e-commerce camel :
[Deppon Electronics] AI deep enabling PC is already in progress, look forward to the incremental links such as heat dissipation
Pig 7 of e-commerce camel :
[Tianfeng Power New] CITIC Bo: What are the recent market concerns and what do we think- 0606 -------- Recent communication with the market: concerns focus on two aspects: 1) The rapid and continuous rise of ocean freight charges will put great pressure on CITIC Bo, which accounts for a high proportion of export business? 2) Because investors earlier this year
Pig 7 of e-commerce camel :
[Guojun Computer Li Muhua Team] Cheluyun Grand Order has improved the prosperity of the traffic informatization industry, accelerated the pace of traffic informatization construction in Beijing, and significantly improved the prosperity of the industry. The new infrastructure construction project of Beijing's car road cloud integration has been approved by the Beijing Municipal Development and Reform Commission, and the tenderee is Beijing Digital
Pig 7 of e-commerce camel :
【 Guojun Macro 】 PMI data comments in May - focus on the impact of capacity clearing on volume and price. 1. PMI of manufacturing industry in May fell 0.9 percentage points to 49.5% compared with April 2024, 0.6 percentage points lower than the seasonality: 1) Supply contracted, foreign demand led demand fell, and supply and demand gap converged; 2) Two
Pig 7 of e-commerce camel :
[Why has gold and silver fallen in the near future? -- A quick review of the event on May 31 of Huafu Strategy] A series of economic and inflation data recently released in the United States were lower than the previous value or lower than expected, but gold and silver still rose weakly, or even significantly corrected? On the evening of May 31, the Federal Reserve announced the core PCE prices of the United States in April
Pig 7 of e-commerce camel :
Toyota, the world's No. 1, and BYD, the world's No. 1 in new energy, may have an inexplicable connection. They released the latest progress in hybrid technology on the same day on May 28, which is a decisive battle between China and Japan in hybrid vehicles. BYD released the fifth generation D with a comprehensive endurance of 2100 km
Pig 7 of e-commerce camel :
US stocks were flat on Tuesday. NVDA surged 7% to a new high, and the leading indicator of Nasdaq index SOXX reached a new high. Market sentiment continues to favor bulls.
Pig 7 of e-commerce camel :
[Tianfeng Real Estate] The price is adjusted in depth, and the effect may be different - comment on the rise of real estate stocks. On May 28-29, real estate stocks rose for two consecutive days in the morning, mainly driven by the successive implementation of new policies on housing purchase in Shanghai, Guangzhou and Shenzhen. From the perspective of relaxation, 1) Guangzhou has the largest adjustment among the first tier cities, with the first and second set of first tier cities
Pig 7 of e-commerce camel :
[CITIC Securities Energy Chemical Industry] AI technology drives the upgrading of consumer electronics, and the cooling material market ushers in new opportunities for AI equipment to become the mainstream trend. In recent years, the consumer electronics industry has developed rapidly in processor, screen, image and memory, but it lacks disruptive progress. With the progress of AI technology, the major manufacturers and businesses have
