Huaxi Securities: Maintain the "Buy" rating of Hagrid Communication, and be optimistic about the forward-looking layout of satellite Internet and low-altitude economy. Huaxi Securities Research Report pointed out that Hagrid Communication (002465.SZ) selected China Mobile's "R&D service procurement project for integrated terminal chips in 2024-2025", with an estimated contract amount of 31.06 million yuan. The selection in the development and procurement of Beidou Tongdao Fusion Chip once again proves that the company and China Mobile have carried out business cooperation and strategic coordination in many fields, including Beidou+industry application development, coordinated development of air and space integration, low-altitude infrastructure construction, integrated construction of vehicles and Lu Yun, and comprehensive operation and maintenance business development. It is believed that the strategic cooperation of operators will continue to deepen, which is expected to help Beidou and satellite Internet business upgrade and enhance the company's related resource endowment. As one of the leading Beidou manufacturers, the company is optimistic about the forward-looking layout of satellite Internet and low-altitude economy, and maintains a "buy" rating.The number of foreign passengers entering and leaving the West Kowloon Station Port this year exceeded 1 million. The reporter recently (9th) learned from the West Kowloon Border Inspection Station of Shenzhen Border Inspection Station that since the beginning of this year, more than 1 million foreign passengers from 164 countries and regions have entered and exited through the West Kowloon Station Port, an increase of 90.2% over last year, and the highest single-day passenger flow this year exceeded 6,300. (CCTV News)There will be another high-speed railway station in Xi 'an. According to the news of WeChat official account released by Xi 'an, on December 7th, with the completion of the last concrete pouring, it marked the completion of the underground structure construction of Gaoling Station of Xi 'an-Yan 'an high-speed railway, which was built by Shaanxi Company of Xicheng Passenger Dedicated Railway and Beijing Engineering Bureau Group of China Railway, and entered the construction stage of the above-ground main structure in an all-round way.
A laboratory in Australia lost hundreds of deadly virus samples. It is reported that a laboratory in Australia lost hundreds of deadly virus samples, causing a "major loophole" in biosafety. On December 8th, Queensland Health Minister announced that there are currently 323 bottles of live virus missing. These include nearly 100 bottles of Hendra virus, two bottles of Hantavirus and 223 bottles of rabies virus-all of which are extremely deadly to human beings. The Queensland authorities insist that although these samples can be used as weapons, it is "not something that amateurs can do". The sample was lost in 2021, but investigators did not confirm the leak until August 2023. Queensland authorities waited for a year before being allowed to open the freezer where the samples were stored, and only this month were they able to confirm that the samples were lost. It is not clear where these samples may be or whether they have been destroyed. However, there is no evidence that the public is at risk of infection because of the disappearance of samples.KPMG: It is expected that the amount of IPO funds raised in Hong Kong will remain in the top five next year. After the second half of this year, Hong Kong's new stock market welcomed Midea Group and other leading enterprises to come to Hong Kong for listing, KPMG said that the annual amount of IPO funds raised in Hong Kong is expected to reach HK$ 82.9 billion, ranking fourth. KPMG estimates that the new stock market in Hong Kong will continue to improve next year. It is estimated that 80 companies will come to Hong Kong to list, raising 100 billion to 120 billion Hong Kong dollars, and it is expected to remain in the top five.The cement building materials sector rose sharply, Yatai Group had a daily limit in the afternoon, and Honglu Steel Structure, Fujian Cement, Jinyu Group, hangxiao and Tianshan were among the top gainers.
CICC: Xiamen Tungsten Industry will be successfully issued, and resource development and high-end production capacity construction are expected to accelerate. According to the research report of CICC, Xiamen Tungsten Industry (600549.SH) will be successfully issued, and resource development and high-end production capacity construction are expected to accelerate. It is worth noting that the final issue price of this fundraising is 20.80 yuan/share, which is 28.87% higher than the reserve price, and 3.35% lower than the closing price of 21.52 yuan/share on November 6, the first day of the issuance period. After the completion of the issuance, the company is expected to accelerate the development of tungsten resources and the construction of downstream high-end production capacity, and strengthen profit growth. Considering the impact of stock issuance, the net profit of returning to the mother in 2024 will remain unchanged at 1.92 billion yuan, and the net profit of returning to the mother in 2025 will be raised by 1.7% to 2.25 billion yuan, and CAGR+18.6% from 2023 to 2025. Raise the target price by 17% to 24.1 yuan.The Philippine stock index fell 1% to 6,656.39.The turnover of Oriental Wealth exceeded 14 billion yuan, down 1.64%.
Strategy guide
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Strategy guide
12-14
Strategy guide
12-14