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中信建投:存储IPO稳健推动利好半导体设备,船舶行业景气度持续上行_我的网站

A | New Delhi, Oct 14 (UNI) Assembly elections in Himachal Pradesh will be held in a single phase on November 12, the Election Commission announced on Friday.
Counting of votes will be done on December 8.
ECI said notification for elections will be issued on October 17. October 25 will be the last day for filling nomination forms, scrutiny of nomination would be done on October 27 and October 29 is the last day for withdrawing nominations.
Himachal assembly has 68 seats. At present, BJP has 45 MLAs, while Congress has 20.
Making the announcement, Chief Election Commissioner Rajiv Kumar said there are over 55 lakh voters in Himachal Pradesh out of whom 1,184 are centenarians.
“We reached out to each one of them, some of them have not missed a single election in these 75 years,” he said.
Postal ballots will be available for those over 80 years of age, persons with disabilities and Covid patients.
He also said vigilance is being maintained regarding the Covid situation, even as it's not a major threat as last two years.
The ECI did not announce dates for Gujarat assembly polls, which are also due. Sources said Gujarat polls will be announced after Diwali.
UNI AO GNK。 获悉,中信建投发布研报称,(1)人形机器人:宇树登陆科创板、世界机器人大会WRC顺利召开,板块持续催化,建议聚焦优质环节。

B | (2)AIDC发电设备:Q2全球燃机订单创历史新高,坚定看好国产燃机出海。(3)工程机械:7月挖机内外销继续共振向上,板块将迎来逐季度改善。(4)半导体设备:存储IPO继续推动,看好半导体设备下半年创新高。(5)锂电设备:排产创新高、涨价潮启动,锂电景气延续强势。
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