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Don't remind me again today

Today I went through the announcements of listed companies, and there are some new developments in several popular sectors, so I整理下:



Let's talk about the opportunity aspect first—

Yuan Shares has already ramped up its lithium iron phosphate production capacity to 225,000 tons, and high-pressure dense products have begun mass production. The capacity rollout for this new energy line is clearly accelerating.

Yijiahe is even more powerful; the new generation of embodied intelligent humanoid robots has already gone for on-site scenario testing. This technology has taken a big step forward from the laboratory to the real environment.

Hangyang Co., Ltd. is also taking significant action: they are preparing to establish an industrial fund, focusing on controllable nuclear fusion and cryogenic deep cooling technology. It is worth noting that they are the core supplier of the low-temperature system for the "artificial sun" project, and once the nuclear fusion project starts construction, the incremental space is quite clear.

Hualan Co., Ltd. here has invested 20 million in increasing the capital of Kema Biotechnology, adding a new engine to its cross-border layout.

There's another big piece of news: The Hubei Integrated Circuit Industry Fund has increased its capital to 10.05 billion, a 66% increase! The support for the industry chain is so strong, related targets can be paid attention to.

Highlight the key points, risks must also be considered —

After three consecutive涨停板, Shidashenghua has come out to warn of risks, as its static price-to-earnings ratio is much higher than the industry average. It's important to think carefully before chasing the high price at this time.

In terms of reduction: Langbo Technology shareholders have reduced their holdings by 105,000 shares from November 12 to 14; Changlian Technology shareholders plan to collectively reduce their holdings by no more than 4.37%; the second largest shareholder of Zhongwei Company has cumulatively reduced 12,522,900 shares, and the reduction plan has been fully executed.

Note that opportunities and risks always coexist; pace yourself.
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GateUser-e87b21eevip
· 2h ago
Fusion does have room for imagination, but these concept stocks are easy to get overheated.
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CryptoPhoenixvip
· 11-16 09:53
I have confidence in nuclear fusion, but Hangyang's layout really needs to be slow and steady; don't be fooled by concepts, patience is the key. It's not that you can't chase the price, but it's scary when companies like Shida Shenghua back down, that's the real signal. The landing of Bots is good news, but the question is whether companies like Yijiahe can truly commercialize; that's the key, I believe we will eventually reach the verification period. The 225,000 tons of lithium iron phosphate capacity sounds easy to say, but digesting that capacity is the real challenge. The wave of reducing holdings is back again; don't think you can escape this cycle of emotional repair. An increase in industrial fund investment to 10 billion is no small matter; the chip supply chain is truly gaining momentum this time. Faith is still important, but don’t entrust your fate to concepts; the hardest part of crossing cycles is not being bound by emotions. Those who can stay clear-headed during this wave of rise and fall indicate that their mindset has already been rebuilt halfway. Always reducing holdings like this; when the price goes up, there will be various favourable information, we investors are truly being played for suckers.
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ImpermanentLossFanvip
· 11-16 09:49
Yijia and that humanoid robot really walked from the paper to the construction site, this wave is not just talking on paper. In the field of nuclear fusion, Hangyang is holding it tight, once it starts construction, there is still room for imagination. Shida Shenghua should be cautious with chasing the price, they have even jumped out to warn. With over 10 billion being dumped in Hubei, the chip supply chain should start making some noise.
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