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2024-12-13 05:38:21

Donghai securities: The refrigerant industry is expected to maintain a high degree of prosperity. According to the donghai securities Research Report, in 2025, the second-generation refrigerant quota will be reduced, and the total production quota of the third-generation refrigerant will remain at the baseline value. With the increase in demand for new household air conditioners and maintenance and replacement, the supply and demand relationship of the third-generation refrigerants will tighten, and the downstream air conditioners will be rapidly upgraded in December. The refrigerant industry is expected to maintain a high degree of prosperity, and the profitability of related refrigerant manufacturers is expected to be greatly improved. It is suggested to pay attention to the leading refrigerant industry and fluorine chemical production enterprises with relatively perfect industrial chain, such as Juhua, Sanmei and stone resources related to fluorine chemical raw materials.Jabbon Technology: It plans to acquire 51% equity of Sino-German for 408 million yuan. Jabbon Technology announced that it plans to acquire 51% equity of Dongguan Sino-German Etching Technology Co., Ltd. (referred to as "Sino-German") for 408 million yuan. After the transaction is completed, Sinogord will become a holding subsidiary of the company. This transaction does not constitute a connected transaction, nor does it constitute a major asset restructuring.GF Securities: gave Ziguang Guowei a "buy" rating with a reasonable value of 96.85 yuan.


The 10-year active bonds of China inter-bank bond market expanded strongly in the afternoon, and the yield fell below 1.85% and continued to set a new record low.Haige Communication: China Mobile was selected as the procurement project for R&D service of Tongdao Convergence Terminal Chip. Haige Communication announced that the company recently received the bid-winning notice from China Mobile Communications Group Terminal Co., Ltd. for "R&D service procurement project of Tongdao Convergence Terminal Chip from 2024 to 2025". It is estimated that the bid-winning contract amount is 31.06 million yuan, accounting for 0.48% of the company's operating income in the latest audited fiscal year. This election will accelerate the large-scale promotion of the company in the field of Beidou mass consumption and Internet of Things applications, further expand Beidou large-scale application scenarios and market share, and consolidate the company's market and technology leading edge.Southbound funds sold a net of HK$ 10.324 billion today. Alibaba bought a net of HK$ 539 million against the market. Southbound funds sold a net of HK$ 10.324 billion today. TraHK, Hang Seng China Enterprise and Meituan -W were sold a net of HK$ 6.988 billion, HK$ 811 million and HK$ 552 million respectively. Alibaba -W gained a net purchase of HK$ 539 million against the market.


Optoelectronic Co., Ltd.: The core material GP of optical communication of Xinhuaguang Company has made a breakthrough. According to the news of Optoelectronic Co., Ltd., recently, the core material GP of optical communication independently developed by Xinhuaguang Company of Optoelectronic Co., Ltd. has broken through the mass production process, and has been sent to many enterprises in the optical communication field for testing and use, and its performance meets the requirements of customers. The product has special function effect, which can realize unidirectional conduction of light, improve the efficiency and reliability of signal transmission, and plays a very important role in the field of optical communication. With the rapid development of artificial intelligence, products will also help improve the computing power of artificial intelligence.Keli Sensing: In view of the risk of irrational speculation due to the large short-term increase in the company's stock price, Keli Sensing issued an announcement on abnormal stock trading, and the deviation of the closing price increase of the company's stock in two consecutive trading days on December 10 and December 9, 2024 exceeded 20%, which belongs to abnormal stock trading according to the relevant provisions of the Trading Rules of Shanghai Stock Exchange. In view of the large short-term increase in the company's stock price, there may be irrational speculation risks. The company reminds investors to pay attention to the trading risks in the secondary market, make rational decisions and invest prudently.European regulators have learned to investigate the advertising agreement between Google and Meta for teenagers. European regulators have learned to investigate the advertising agreement between Google and Meta for teenagers and have asked Google to provide more information about the cooperation with Meta's secret advertising. According to informed sources, European Commission officials have been investigating a series of advertising activities on YouTube to promote Instagram to young people.

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