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Brokerage morning meeting highlights: It is recommended to focus on the key materials and equipment segments of the Industry Chain related to nuclear fusion.
At today's Brokerage morning meeting, Galaxy Securities believes that with the support of policies, the prospects of the smart health home sector are vast; China Securities Co.,Ltd. stated that electrolytic Aluminum emphasizes the replacement of clean Energy, and the green certificate market is expected to grow rapidly; CITIC SEC proposed to suggest layout around the key materials and device segments of the nuclear fusion Industry Chain.
China Galaxy Securities: New energy installations exceed thermal power, and the decline in thermal power generation is expanding.
During the interest rate down cycle, hydropower and Nuclear Power, which have strong dividend attributes, possess long-term allocation value, while Nuclear Power also has high long-term growth potential.
Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.
In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.
Tianfeng: The wind turbine Sector is set to undergo a value reassessment.
Tianfeng states that in the context of demand for wind power exceeding expectations, the current logic of the wind turbine industry has undergone significant changes, and the wind turbine sector will face a revaluation of its value.
China Energine Faces Debt Repayment Challenges Amid Trading Suspension
CHINA ENERGINE (01185.HK) received a letter from the controlling Shareholder requesting repayment of debts.
On March 5, Glonghui reported that CHINA ENERGINE (01185.HK) announced it recently received a letter from its controlling shareholder requesting debt repayment. The letter states that the company's large debts to the controlling shareholder are due on November 20, 2024, requiring the company to repay the debt owed to the controlling shareholder, who has the right to take actions, including exercising pledge rights. This letter indicates that the company's application for an extension of the debt grace period submitted to the controlling shareholder was not approved, and the company now faces the risk of default. The Board of Directors is currently negotiating with the controlling shareholder to explore all possible solutions to address the repayment issue.