Brokerage morning meeting highlights: remain bullish on Publishing and AI+Education investment opportunities.
In today's Brokerage morning meeting, Zhongtai stated that it remains Bullish on Publishing and AI+Education investment opportunities; CITIC SEC pointed out that it is important to focus on the valuation increase of the Education Sector; China Securities Co.,Ltd. noted that the price increase of Cement and fiberglass continues, and the timing for allocating cyclical sectors has arrived.
Trending Industry Today: CR BLDG MAT TEC Leads Gains In Building Materials Stocks
Cailian Press Venture Capital: In February, the financing in the Carbon Neutrality sector reached 1.835 billion yuan, an increase of 13.98% month-on-month. New Stoneware completed 1 billion yuan in Series C+ financing.
According to data from the financial news agency Venture Capital Tong, in February, there were a total of 52 private equity investment events in the Carbon Neutrality sector, a decrease of 24.64% compared to last month's 69 events; The total disclosed financing amount was approximately 1.835 billion yuan, an increase of 13.98% compared to last month's 1.61 billion yuan.
40 billion! BBMG Corporation breaks through financing, still spending billions in Beijing during the period of losses.
① The longstanding state-owned enterprise BBMG Corporation has received approval for financing of up to 40 billion, sparking heated discussions in the market; ② BBMG Corporation has performed poorly in recent years, and for 2024, it is expected that the adjusted Net income loss will be between 2.8 billion and -3.1 billion yuan, yet it continues to spend hundreds of millions to acquire land in Beijing during this loss period.
Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.
According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.
According to the Caixin Venture Capital Report: In December 2024, financing in the Carbon Neutrality sector reached 32.404 billion yuan, an increase of over ten times month-on-month, with the photovoltaic sector being the most active.
According to data from CaiLianShe Venture Capital, there were 96 private equity investment and financing events in the domestic Carbon Neutrality sector in December, an increase of 43.28% from 67 events last month; The total disclosed financing amount is approximately 32.404 billion yuan, an increase of 1091.77% from 2.719 billion yuan last month.