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september 4 investment lightning rod: kosen technology, kaisheng technology and other popular folding screen stocks intensively warn of risks

2024-09-04

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introduction:cailianshe reported on september 4 that the potential risk events in the a-share and overseas markets are as follows. domestic economic information includes: 1) from january to august, the domestic energy storage battery and system investment and expansion exceeded 300 billion yuan, and compared with the same period last year, the total investment amount decreased by about 47.2%; 2) the domestic steel market continued to decline; the company's key concerns include: 1) the 7-day board kosen technology announcement, the company's folding screen hinge assembly business has a single customer; 2) 7 days and 4 boards kaisheng technology warned of risks, and the revenue generated by ultra-thin flexible glass so far accounts for less than 3% of the total revenue; the overseas market focuses on: 1) u.s. stocks opened low and fell, and nvidia fell more than 9%; 2) the settlement price of international crude oil futures closed sharply down by more than 4%.

economic information

1. according to rough statistics from gaogong energy storage, from january to august, more than 92 energy storage projects (batteries, system integration, components, etc.) in china have updated the signing, commencement, and commissioning dynamics, with a total project investment of more than 301.1 billion yuan. compared with the same period last year, the total investment amount of energy storage projects in 2024 decreased by about 47.2%, and the scale of capacity construction decreased by about 45.6%, both of which decreased significantly.

2. the domestic steel market is weak and falling. tangshan qian'anpu billet resource ex-factory price including tax is reduced by 40 yuan to 2870 yuan/ton. (mysteel.com)

3. a chinese research team recently published a new study in the international medical journal nature communications: for the first time, a new lineage of monkeypox c.1.1 was identified. li dongzeng, chief physician of the department of infectious diseases at beijing you'an hospital, said that the morbidity and infectiousness of the c.1.1 lineage have not changed significantly, and the possibility of monkeypox becoming a pandemic in my country is very low. (beijing daily)