A-share Evening Hotspots | First Monthly Financial Data Released After "924" New Policy, Interpretation Coming

On November 11th, the press secretary of the Russian president, Peskov, denied reports from the media about a phone call between Russian President Putin and US President-elect Trump. Peskov stated that currently, there are no specific plans from the Russian side to organize a call between the two parties.Zi Xuan Ge analyzed the investment opportunities in the market and found that autonomous controllable, commercial aerospace, and aluminum concepts are receiving attention. 1. Autonomous controllable is hot! Increase holdings of high-performance hard technology stocks by over 50%, with only 19 stocks. The semiconductor market continues to be hot, with many stocks hitting the 20cm limit up. According to statistics, there are 57 companies in the A-share market's semiconductor industry chain that are self-controllable, involving photolithography, photoresist, vacuum coating, packaging and testing, EDA, AI chips, and other links. Among them, Empyrean Technology is the largest and most comprehensive EDA company in China, forming industry-leading technological strengths in EDA software tools and related services. Some of its products and technologies, such as circuit simulation tools and layout integration and analysis tools, have reached international leading levels. In addition, the following sectors are also worth paying attention to: 2. Commercial aerospace | The launch of the Lijian No. 1 rocket marks the first time a Chinese commercial aerospace company has provided launch services to international users. 3. Low-altitude economy | National Space Administration: Currently developing the "National Civil Space Infrastructure Medium and Long-term Development Plan," which will include commercial Addsino Co.,Ltd. space in the plan. 4. Aluminum concept | Aluminum oxide prices surge! Average profit per ton exceeds 2000 yuan, forcing downstream production stoppages. On the positive side, Zi Xuan Ge recommends paying attention to the strategic cooperation agreement signed between Zhuhai Enpower Electric and EHang Intelligent; on the negative side, pay attention to risk warnings such as the 6 days 5 boards Shanghai Highly announcement. Positive announcements: 1. Zhuhai Enpower Electric: Signed a strategic cooperation agreement with EHang Intelligent. 2. Cabio Biotech (Wuhan): Intends to purchase 65% equity of Cool Easy Bio, scheduled to resume trading tomorrow. 3. Hangzhou Haoyue Personal Care: Plans to acquire 100% equity of Silk Care for 360 million yuan. 4. Hebei Sailhero Environmental Protection High-tech: Controlling shareholder's related party plans to increase holdings by no more than 5%. 5. Jiangsu Lianhuan Pharmaceutical: Monitor increases holdings of 1500 shares. 6. GRG Banking Equipment: Wins bid for 921 million yuan Agricultural Bank Of China's 2024 self-service equipment project. 7. Qingdao TGOOD Electric: Holding subsidiary signs 528 million yuan charging station sales and service contract. 8. Nextool Technology: Chairman Huang Mingjiu's restrictions lifted. Negative announcements: 1. 6 days 5 boards Shanghai Highly: Rumors of company restructuring and other matters are not discussed in the public opinion. 2. 4 consecutive boards Shanghai Zijiang Enterprise Group: Zijiang New Materials does not directly engage in the production of solid-state/semi-solid-state batteries. 3. 3 consecutive boards China Security: Currently, Yixing project company has just been established, the main business has not been carried out, and operating income and profits are zero. 4. iSoftStone Information Technology: Shareholder CEL Bravo plans to reduce holdings by not over 1% of the company's shares.