10月24日投资避雷针：600亿半导体材料龙头或遭国家大基金减持

Economic Information - The EU has included Chinese companies in its 19th round of sanctions against Russia, marking the first time it has sanctioned large Chinese oil refineries and traders, which China strongly opposes [3] - Recent fluctuations in component prices have been observed, with a slight decline in the price of distributed 183 models, and a strong expectation of production cuts in November due to weak operating conditions [4] Company Alerts - Major shareholders of several companies plan to reduce their stakes, including: - Top Cloud Agriculture: up to 3.30% [5] - Power Diamond: up to 3% [5] - Hu Silicon Industry: up to 2% [5] - Companies reporting significant losses in the third quarter include: - BGI Genomics: net loss of 21.39 million yuan [5] - Sanxia New Materials: net loss of 59.85 million yuan [5] - Zhongshui Fisheries: net loss of 32.90 million yuan [5] - Others with notable losses include Huada Zhizao, Jishi Media, and Zongtai Automobile [5] Overseas Alerts - Apple has lost a lawsuit in the UK regarding App Store commissions and may face compensation exceeding £1.5 billion [4] - Japan is experiencing a surge in egg prices due to supply concerns, with the average wholesale price reaching 325 yen per kilogram, nearly a 30% increase since the beginning of the year [4] - The Japanese Automobile Manufacturers Association has reported potential chip delivery issues from a Dutch semiconductor manufacturer, which could severely impact production for major Japanese automakers [4] Oil Market - The U.S. has announced sanctions against two major Russian oil companies, leading to a 6% spike in U.S. crude oil prices, surpassing $60 per barrel [6]