券中社12月31日讯，根据港交所披露易信息，Ping An Asset Management Co., Ltd.（平安资管）于12月 24日在场内增持350万股邮储银行H股股份，耗资约1640万港元。 值得一提的是，除邮储银行外，平安资管年内还连续增持工商银行H股，累计增持规模近18亿股，并举 牌建设银行H股。 此番增持后，平安资管以"投资经理"身份合计持有9.9425亿股邮储银行H股股份，占该行H股总数的 5.00%，占该行总股本的1%以上。 校对：冉燕青 ...

Market Performance - The Tonghuashun Fruit Index concept rose by 0.85%, ranking second among concept sectors in terms of gains [2] - Within the sector, 13 stocks advanced, with JCET Group, Crystal Optech, and Universal Scientific Industrial leading the gains at 6.23%, 3.77%, and 2.98% respectively [2] - Stocks that declined included Sinosteel New Materials, Lingyi Intelligent Manufacturing, and Wingtech Technology, with drops of 3.70%, 2.58%, and 1.40% respectively [2] Capital Inflows - The Tonghuashun Fruit Index concept sector saw a net capital inflow of 623 million yuan today [1] - Among the stocks, 10 received net capital inflows, with 7 stocks having inflows exceeding 10 million yuan [1] - JCET Group led with a net capital inflow of 727 million yuan, followed by BOE Technology, Crystal Optech, and Dongshan Precision with inflows of 174 million yuan, 159 million yuan, and 28.72 million yuan respectively [1] Capital Inflow Ratios - JCET Group, Crystal Optech, and BOE Technology had the highest capital inflow ratios at 11.43%, 7.37%, and 4.91% respectively [1]

Market Performance - The Shanghai Composite Index rose by 0.21% on December 30 [2] - Among the Shenwan industries, 6 industries saw gains, with banking and coal leading at 1.23% and 1.21% respectively [2] - Non-bank financial industry ranked third in today's gains, rising by 1.04% [3] Capital Flows - Main capital outflow from the two markets totaled 33.996 billion yuan for the day [1] - 6 industries saw net capital inflows, with transportation leading at 1.144 billion yuan despite a 0.10% decline [1] - Banking industry saw a 1.23% increase with net capital inflow of 316 million yuan [1] - Non-bank financial industry had net capital inflow of 166 million yuan [3] Industry Performance - Transportation industry declined by 0.10% but had the largest capital inflow [1] - Banking industry performed well with 1.23% increase and significant capital inflow [1][2] - Non-bank financial industry showed strong performance with 1.04% increase and 166 million yuan capital inflow [3] - Electronics industry had the largest capital outflow at 4.85 billion yuan [3] - Communication industry followed with 3.733 billion yuan capital outflow [3] Stock Performance - In non-bank financial industry, 55 out of 85 stocks rose, with 2 hitting the daily limit [3] - 29 stocks in non-bank financial industry had net capital inflows, with 6 exceeding 50 million yuan [3] - East Money led with 823 million yuan capital inflow, followed by CITIC Securities and Huaxin Securities with 158 million and 107 million yuan respectively [3] - 7 stocks in non-bank financial industry had capital outflows exceeding 50 million yuan, led by Guolian Securities, Ping An, and Pacific with 301 million, 85.02 million, and 82.60 million yuan respectively [3] Sector Performance - Transportation sector had the largest capital inflow despite slight decline [1] - Banking sector showed strong performance with both price increase and capital inflow [1][2] - Non-bank financial sector demonstrated solid performance with price increase and capital inflow [3] - Electronics, communication, machinery, computer, and automotive sectors experienced significant capital outflows [3]

上交所公开信息显示，当日该股因日振幅值达19.54%上榜，营业部席位合计净买入7575.66万元。 证券时报网讯，友好集团(600778)今日涨停，全天换手率20.79%，成交额4.85亿元，振幅19.54%。 龙虎榜数据显示，营业部席位合计净买入7575.66万元。 ...

证券时报网讯，比依股份(603215)今日下跌2.25%，全天换手率27.38%，成交额3.31亿元，振幅3.35%。 龙虎榜数据显示，营业部席位合计净买入647.66万元。 上交所公开信息显示，当日该股因日换手率达27.38%上榜，营业部席位合计净买入647.66万元。 ...

Core Viewpoint - China has become the world's largest manufacturer and exporter of photovoltaic (PV) products, with a complete and advanced PV value chain, significantly contributing to global electricity cost reduction and climate governance goals. Tongwei Co., Ltd. plays a crucial role in this development, emerging as a leading enterprise in the PV industry with strong technological, scale, and cost advantages [1][2]. Group 1: Technological Advancements - Tongwei has developed its own high-purity silicon production technology, "Yongxiang Method," achieving a production capacity of over 900,000 tons and a global market share exceeding 30%, thus reshaping the competitive landscape of the high-purity silicon industry [2]. - The company has pioneered the N-type TOPCon technology, with an expected market share of 65% by 2024, and has rapidly increased its TNC battery production capacity to 130 GW, leading the industry in new technology scale and product structure optimization [3]. - Tongwei has made significant breakthroughs in heterojunction (HJT) technology, achieving a maximum output power of 776.2 watts and a conversion efficiency of 24.99% for HJT components, continuously setting new records in the industry [4]. Group 2: Research and Development - The company has established a global innovation research center in Chengdu, focusing on the development of high-efficiency crystalline silicon batteries and components, and expanding its research scope to various potential breakthrough technologies [5][10]. - Tongwei's commitment to R&D is evident in its continuous investment, with a total of 2,568 patents authorized in the PV sector by the end of November 2024, showcasing its dedication to technological innovation [1][5]. - The company has achieved industry-leading research efficiencies in new battery technologies, with N-type TBC battery efficiency reaching 26.66% and perovskite/silicon tandem battery efficiency reaching 33.98% [9]. Group 3: Market Position and Strategy - Tongwei has maintained its position as the world's largest producer of high-purity silicon and solar cells, with its solar cell sales consistently ranking first globally [7]. - The company emphasizes a multi-technology approach in its R&D strategy, ensuring it remains competitive across various future PV technologies, rather than focusing solely on a single technology [5][10]. - Tongwei's strategic focus on reducing costs and increasing efficiency is central to its competitive advantage in the PV industry, positioning it as a key player in the global energy transition [7][12].

公司为上述项目的中标候选人之一，根据预中标数量以及报价测算，预计中标总金额约为2.29亿元，约 占公司2023年度经审计的营业收入的20.49%。 证券时报e公司讯，万胜智能(300882)12月30日晚间公告，中国南方电网有限责任公司于2024年12月27 日公告了"南方电网公司2024年计量产品第二批框架招标项目中标公示"。 ...

Core View - Tongrentang (600085) announced that it will sign a three-year "Brand Licensing Framework Agreement" with Tongrentang Group to pay for the use of the "Tongrentang" brand, ensuring stable production and operation while protecting state-owned assets [1] Transaction Details - The agreement involves Tongrentang, its subsidiaries Tongrentang Technology and Tongrentang Commerce, and other enterprises using the "Tongrentang" brand [1] - Tongrentang Group holds 52 45% of the company's shares, making it the controlling shareholder, and this transaction constitutes a related-party transaction [2] Brand Licensing - The "Tongrentang" trademark and brand name are owned by Tongrentang Group, and the licensing agreement aims to reasonably protect the value of state-owned assets [1]