Ningde's business in Europe has made progress. Through cooperation with local European giants, it has invested 30 billion RMB, with each party holding 50% of the shares. This is a new mode of exploring the sea! It is worth noting that this cooperation with Stellantis is mainly to supply lithium iron batteries and drive a new round of electrification in Europe through Ferrous lithium phosphate parity technology, which is a new opportunity from 0 to 1.Recently, all localities are vigorously promoting mergers and acquisitions, first in Shenzhen and then in Shanghai, and it is estimated that Beijing will soon. The listed companies in the north and Shenzhen are all active, and the merger of Shanghai benchmark brokerage Haitong+Guotai Junan has landed! Other places will follow suit, but mergers and acquisitions are really difficult to grasp, and it is estimated that there are more local+state-owned assets.Many of them announced their reduction in the evening, except for the 11-board Yiming food, others also included.
However, it is a great pity that the China stock market has never had a history of retail investors and institutions getting rich together. Don't deal with hot money and quantification! Foreign investment in A-shares has also become stale and has become fond of speculation. There are always too many routines to create A shares, which is too tiring to play, and the experience is really bad.In short, it is the recent big bull stocks that have been announced to reduce their holdings. For example, Yiming Food has 11 consecutive boards, and the price of the world has reached a record high. Zhongyan shares have two 20cm daily limit! They are all popular topics such as AI applications and robots. Many have indeed risen a lot, even to record highs, but the reason is to rub a hot spot. In this case, it is normal for shareholders to reduce their holdings! The human heart is like this, and you can't stop it.Guoxin Technology: shareholders such as the National Fund intend to reduce their holdings by no more than 3%;
Iii. 11 Linked Board Yiming Food: Shareholders reduced their holdings of 138,200 shares today, and there is a risk of a sharp decline in the short term.After the market closed, the Shanghai Municipal Government issued the Action Plan for Shanghai to Support the Merger and Reorganization of Listed Companies (2025-2027). Among them, it is proposed to strive to land a number of representative M&A cases in key industries by 2027, and cultivate about 10 internationally competitive listed companies in key industries such as integrated circuits, biomedicine and new materials, forming a scale of M&A transactions of 300 billion yuan and activating total assets of over 2 trillion yuan. In addition, the plan also mentioned that the merger of securities companies should be accelerated to build a first-class investment bank.In addition, it is planned to distribute a cash dividend of 12.3 yuan to all shareholders for every 10 shares, with a total dividend of 4.5 billion yuan. In April this year, Ningde has paid dividends of 22 billion yuan, and this time it totaled 27.4 billion yuan. According to the current market value of 11,900, the corresponding dividend yield is 2.3%! It's really not low.
Strategy guide
Strategy guide 12-14
Strategy guide
12-14