Crystal Growth & Energy Equipment (SH:688478) Sou Hu Cai Jing·2026-01-24 11:17Group 1 - Multiple A-share companies have announced significant profit increases, with New Strong Link expecting a net profit of 780 to 920 million yuan in 2025, benefiting from the recovery in the wind power industry and cost control [2] - Companies such as Yongchuang Intelligent, Lianhua Technology, Jinkai Biotechnology, and Shenkong Co. have also reported substantial year-on-year profit growth due to factors like order delivery, capacity utilization improvement, and market recovery [2] - The announcement reflects a positive development trend in the relevant industries and an enhancement in corporate profitability [2] Group 2 - Blue Origin, owned by Jeff Bezos, has announced its satellite network plan TeraWave, which will deploy 5,408 satellites to provide high-speed data transmission, surpassing SpaceX's Starlink [2] - The two companies target different customer bases, with TeraWave focusing on enterprises and governments, while Starlink caters to ordinary users, indicating an escalation in global satellite internet competition [2] - This development highlights the differing business strategies of Bezos and Musk, despite a recent easing of tensions in their space competition [2] Group 3 - The Shanghai Securities Regulatory Commission has announced penalties related to the Ruifengda private equity scandal, with involved parties fined over 41 million yuan, and the actual controller Sun Wei banned from the market for life [3] - The penalties are part of a broader accountability framework, signaling a "zero tolerance" approach to misconduct in the industry [3] Group 4 - Notable fund managers have adjusted their portfolios, increasing their holdings in the technology sector, with funds like Xingquan He Run Mixed Fund and Ruifeng Growth Value Mixed Fund enhancing their technology allocations [3] - This shift reflects a positive outlook on the technology industry's future among fund managers [3] Group 5 - Crystal Rise Co. is planning a restructuring, proposing to acquire 100% of the shares of a specialized enterprise for 857 million yuan, aiming to enhance its semiconductor industry chain [3] - The transaction is expected to create synergies but is subject to approval, with potential risks related to valuation and performance commitments [3] Group 6 - Gold prices experienced a sudden decline due to a reduction in geopolitical tensions and technical factors, with the dollar index rebounding, putting pressure on gold prices [3] - Despite the drop, market expectations of a Federal Reserve rate cut may still support gold prices [3] Group 7 - The latest public fund quarterly report indicates that the Central Huijin has reduced its holdings in several broad-based ETFs, aligning with speculations about adjustments by the "national team" [4] - This trend reflects changes in market capital flows and institutional investor strategies [4] Group 8 - Over 300 billion yuan in funds have flowed out of stock and cross-border ETFs, with broad-based index ETFs experiencing significant outflows, while the CSI 2000 index saw net inflows [4] - ETFs related to electric grid equipment and chemicals have attracted significant investment, reaching new highs since their listing [4] Group 9 - Rick Riedel, a BlackRock executive, has emerged as a leading candidate for the Federal Reserve Chair, with a 54% probability of being elected, despite lacking prior experience at the Fed [4] - His proposed reforms and moderate rate cut stance have garnered attention, although concerns about his independence from the Trump administration persist [4]