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2024-12-13 04:44:09

Kangsheng shares: 5% shareholders agreed to transfer 56.82 million shares. Kangsheng shares announced that Geely Commercial Vehicle, a shareholder holding 5% shares, signed a share transfer agreement with Jiangsu Ruijin, and plans to transfer 56.82 million shares by agreement, accounting for 5% of the company's total share capital. After the agreement is completed, both parties will abide by the reduction restrictions within six months. The transfer still needs the compliance audit of Shenzhen Stock Exchange and the transfer procedures of China Securities Depository and Clearing Corporation, and it is still uncertain whether it can be completed in the end. The two parties have signed a supplementary agreement, and the revised terms include that the transferee shall pay the remaining price of 107 million yuan within one month after the successful transfer registration.Meixin Technology: It plans to participate in the establishment of an industrial investment fund with 10 million yuan. Meixin Technology announced that the company, as a limited partner, plans to sign the "Xiamen Xibo Alpha Venture Capital Partnership Agreement" with Nantian Electric Power, Hai Venture Capital, Huli Investment, Zhilai Technology, Xibo Zhongfu, Hemei Information, Guangxi Wan 'an, Li Juan and Liao Qiuru to participate in the investment in Xiamen Xibo Alpha Venture Capital Partnership. The fund mainly invests in new-generation information technology, new materials, high-end equipment and other industrial fields, and the scale of raising funds has been expanded from 54 million yuan to 200 million yuan, of which the company plans to subscribe for 10 million yuan with its own funds.Big Dipper: It is planned to use its own funds of 167 million yuan to increase the capital of its holding subsidiary, Zhendian Technology. Big Dipper announced that the company held a board meeting and a board of supervisors on December 9, 2024, and reviewed and approved the proposal of using its own funds of 167 million yuan to increase the capital of its holding subsidiary, Zhendian Technology. The amount of capital increase accounts for 3.00% of the company's audited net assets in 2023, and other shareholders of Zhendian Technology give up this capital increase in the same proportion. Zhendian Technology is mainly engaged in GNSS data operation and service business, which is an important component of the company's "smart location digital base". After the completion of this capital increase, the registered capital of Zhendian Technology will reach 261 million yuan. This capital increase constitutes a connected transaction, but it does not constitute a major asset restructuring.


Daiwa Capital Markets: The price of lithium may fall further in the first half of 2025. Daiwa Capital Markets said in a research report to customers that the global lithium supply is expected to increase by 12-28% in 2025-2026, which is due to the increase in production in major regions such as Argentina, Australia and Africa. However, the team warned that lithium prices may still be under pressure due to oversupply. At present, the price of LCE (lithium carbonate equivalent) in China is about 78,000 yuan/ton, but Yamato predicts that the price of LCE will be reduced to 75,000 yuan/ton by 2025 due to the increase in the output of low-cost mines. Yamato said: "The current price of lithium is not enough to prevent low-cost mines from increasing production." The demand for lithium, especially for electric vehicles (EV) and energy storage systems (ESS), is expected to slow down. Yamato believes that the slowdown in demand growth, coupled with the increase in supply, indicates that lithium prices may be difficult to maintain their recent highs.Textile City: It plans to invest 917 million yuan to build a cultural block project of the Textile Museum. The Textile City announced that the company plans to obtain the right to use state-owned construction land in Keqiao District, Shaoxing City, Zhejiang Province by open bidding and invest in the construction of the cultural block project of the Textile Museum, with a total investment of 917 million yuan.The scale of China's AI core industry is nearly 600 billion yuan. Generative artificial intelligence enterprises set off a price war. According to the Report on the Development of Generative Artificial Intelligence Applications in 2024, as of June, the number of users of China's generative artificial intelligence products has reached 230 million. At present, the number of enterprises has exceeded 4,500, and the scale of core industries is close to 600 billion yuan. According to industry insiders, compared with the input cost of several billion yuan, the large model enterprises are not commercialized at present, and the realization is slow. A large number of generative artificial intelligence enterprises in the market, in order to compete for users, set off a round of computing power price war in the industry, and the price of large model computing power once dropped by as much as 90%. (CCTV Finance)


5 Lianban Shanzi Hi-Tech: The company's operating conditions and internal and external operating environment do not exist or are expected to undergo major changes. Shanzi Hi-Tech issued an announcement on abnormal fluctuations in stock trading. After the attention, consultation, self-examination and verification of the company's board of directors, there is no need to supplement and correct the information disclosed by the company; The company's operating conditions and internal and external operating environment do not exist or are expected to undergo major changes in the near future; The Company, the controlling shareholder and the actual controller do not have any major matters that should be disclosed but not disclosed about the Company, or major matters in the planning stage, or the controlling shareholder and the actual controller did not buy or sell the Company's shares during the period of abnormal stock fluctuation.Today, a total of 105 A-share stocks were heavily traded, among which Jin Chengxin, Huichuan Technology and Electronics Chip were among the top. Today (December 10th), a total of 105 A-share stocks were heavily traded, with a total turnover of 1.869 billion yuan, among which Jin Chengxin, Huichuan Technology and Electronics Chip were among the top, with turnover of 251 million yuan, 177 million yuan and 136 million yuan respectively. In terms of transaction price, a total of 29 stocks were traded at parity, one at a premium and 75 at a discount; New treasure shares traded at a premium, with a premium rate of 6.33%; Suzhou Co., Ltd., Kaida Catalysis Co., Ltd. and Zhongzhou Special Materials are among the top discount rates, with the discount rates of 30.61%, 23.82% and 22.93% respectively.Bank of America Securities set Lilly's target price at $997.00.

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