Black Swan Burst! The 470 billion giant factory suddenly caught fire, and 5 times the big bull stock was smothered by 20CM! This kind of investment was named by the people's network, what happened?

Today, the black swan suddenly attacked!

This morning, LONGi's battery factory in Gaoling suddenly caught fire. According to the company's response, a small-scale fire broke out at about 9 a.m. today, and with the assistance of the fire department, the open flame was quickly extinguished before 10 o'clock, and no casualties were caused. The cause of the fire and the damage to property are under investigation. In the morning, LONGi shares plunged more than 4%.

There is also a black swan from the United States, Hangzhou Zhongke Microelectronics, Hunan Guoke Microelectronics, New H3C Semiconductor, Xi'an Aerospace Huaxun Technology and Yunxin Microelectronics have been included in the entity list by the United States. Since the beginning of this year, the chip bull stock Guoke Micro, which has soared by more than 550%, has fallen to a stop during the collective auction, and still sealed the stop after several struggles.

In addition, the People's Daily also published an article: NFT, leading to the metaverse, or towards the big scam? Industry insiders believe that at present, the legal nature, trading methods, supervision subjects, supervision methods, etc. of NFTs in China have not yet been clarified, and there are risks such as speculation, money laundering and financial productization in NFTs, and we should maintain a cautious attitude towards NFT investment and be wary of financial scams that "beat the drums and spread flowers".

Come and see the report!

LONGi caught fire

In the morning of November 25, it was suddenly reported on the Internet that a fire broke out in a factory of photovoltaic company LONGi in Xi'an. Judging from the words circulating between the networks, the scene was filled with black smoke, open flames rushed out of the roof, and a number of fire trucks came to the scene for disposal. Xi'an Fire Department said that if the fire is larger, fire forces will be dispatched to reinforcements. At about 11 o'clock, according to the staff of the police station where the incident occurred, the burning enterprise was a factory building in Longji Leye, and the fire was still under further control.

At noon today, LONGi responded to the media that the company's battery factory in Gaoling caught fire in a small area at about 9 a.m. today (25th), and with the assistance of the fire department, the open flame was quickly extinguished before 10 o'clock, without causing casualties. The cause of the fire and the damage to property are under investigation.

In early trading this morning, LONGi shares fell by more than 4%, and then stabilized, and the current market value is still more than 470 billion yuan.

According to the data, in July 2020, LONGi issued a prospectus for convertible corporate bonds, which intends to raise 5 billion yuan for yinchuan annual output of 15GW monocrystalline silicon rods, silicon wafer projects and Xi'an Jingwei New City annual output of 5GW monocrystalline cell projects. Among them, the total investment of The Xi'an Jingwei New City Project is 2.462 billion yuan, and the raised funds are 1.5 billion yuan. According to the above information, the Xi'an Jingwei New Town Project is located in Xi'an Jingwei New Town West of Weihua Road, north of Jinghuan North Road, the implementation of the new plant.

LONGi shares in the past month has received 8 securities research reports attention, buy 5, increase holdings 2, the average target price of 123.23 yuan, compared with the latest price of 87 yuan, 36.22 yuan higher, the target average price increased by 41.64%. Kaiyuan Securities released a research report on November 25, saying that it maintained the buy rating of LONGi shares. The reasons for the rating mainly include: in 2022, the new production capacity of the silicon wafer link is released more, and the company guarantees the sales of silicon wafers in advance; the company's comprehensive strength is strong, and it is expected to continue to develop with high quality in the future.

Guokewei was suffocated

According to the Global Network, the U.S. Department of Commerce's Bureau of Industry and Security announced that it will add 27 entities and individuals to the so-called list, including 12 Chinese companies. According to the list published on the U.S. Department of Commerce's website, entities and individuals from four Asian countries are included: Japan and Singapore 1 each; China 12; and Pakistan 13.

Specific companies include Hangzhou Zhongke Microelectronics, Hunan Guoke Microelectronics, New H3C Semiconductor, Xi'an Aerospace Huaxun Technology, Yunxin Microelectronics, Hefei National Laboratory for Physical Sciences at the Microscale, keda Dadun Quantum, etc.

Affected by this, Guoke Micro was smothered by 20CM in the morning, and later resisted, but was still sealed on the stop board. In the afternoon, some sources said that after confirming with the tape-out factory, the open mold orders were delivered normally, and the newly opened mold orders went through the normal approval procedure, which had no impact on the release of performance.

It has not been uncommon for the United States to list various reasons to suppress Chinese companies. Chinese Foreign Ministry spokeswoman Hua Chunying once said that the US government's generalization of the concept of national security, its abuse of state power, and its unscrupulous efforts to suppress Chinese enterprises are a repudiation of the market economy and fair competition principles that the US side itself has always flaunted. This practice not only harms the legitimate rights and interests of Chinese enterprises, but also harms the interests of American enterprises, seriously interferes with normal scientific and technological exchanges and trade exchanges between the two countries and even the world, and causes damage to the global industrial chain and supply chain.

The NFT was named

Today, the People's Daily also published an article: NFT, to the metaverse, or to the big scam? The full name of NFTs is Non-Fungible Tokens, or "non-homogeneous tokens".

"Technically, NFTs are a digital credential for contracts based on blockchain technology." Li Ming, director of the Blockchain Research Office of the China Electronics Technology Standardization Institute, told reporters that NFTs have verifiable, unique, indivisible and traceable characteristics that can be used to mark the ownership of specific assets.

Since the beginning of this year, celebrities, big Vs, and enterprises have built and launched their own NFT products, and digital artworks have become one of the fastest application scenarios for NFT landing.

When "everything is available in NFTs", this string of "mysterious codes" connecting the virtual and the real, will it become the key to the metaverse world, or will it be another zero-sum game under the hype of the currency circle and capital? Many questions need to be thought about in advance.

Industry insiders believe that at present, the legal nature, trading methods, supervision subjects, supervision methods, etc. of NFTs in China have not yet been clarified, and there are risks such as speculation, money laundering and financial productization in NFTs, and we should maintain a cautious attitude towards NFT investment and be wary of financial scams that "beat the drums and spread flowers".

Although the name is NFT, the meta-universe concept stocks have also fallen across the board, and hardware stocks such as Jiachuang Video and United Optoelectronics have fallen sharply.

 

However, it is more interesting that the more authentic NFT concept stocks such as Visual China have not fallen sharply. CITIC Securities research report said that although the current market transactions are mainly collectibles, art, games, the future of NFTs is expected to continue to be derived to finance, personal data and other fields, the birth of more digital asset forms. In the long run, NFTs are one of the core underlying supports of the metaverse. Metacosm is to deeply integrate the virtual world and the real world, realize the integration of digital twins, digital natives and virtual reality, and greatly improve the immersive experience and interactive experience of the Internet, as well as the operation efficiency of individuals and society. The establishment of the metaverse will bring rich digital scenes and digital assets, and NFTs provide underlying support for the generation, confirmation, pricing, circulation, and traceability of digital assets in the metaverse. In addition, the unique characteristics of non-homogenization of NFTs will further promote the mutual mapping of the metaverse from real to virtual and from virtual to real, and accelerate the landing of the metaverse economic system.

Editor-in-charge: Wang Yunpeng