A subsidiary has been "blacklisted" by Shenzhen for one year. Jointown Pharmaceutical Group claims to be "in the process of defending". The industry believes that the intensity of procurement supervision is continuously increasing.
Recently, Jointown Pharmaceutical Group's subsidiary, Jointown Medical Device, was fined and banned from participating in Shenzhen procurement for one year due to providing false information in a tender at a hospital in Shenzhen. Jointown Pharmaceutical Group responded to a reporter from Caijing.com.cn, stating that this incident is a pending matter, and they have organized appeal materials and are currently undergoing administrative reconsideration. This year, several listed companies have been fined for violations in the bidding and procurement process, leading industry insiders to suggest that companies should pay more attention to compliance with details during the bidding process.
Is the change in loan loss provision coverage ratio to adjust profits? How to control the widening of net interest margin decline and the cost of liabilities? Bank of Guiyang management faces investor scrutiny.
①Bank of Guiyang stated that it strictly follows the management procedures, regularly updates measurement parameters and recognizes asset impairments, complying with regulatory requirements. ②Continuing to adhere to the concept of coordinated development of "quantity and price", increasing low-cost fund inflows and fund deposits, continuously optimizing the deposit term structure, gradually restoring net interest margins. ③Will comprehensively consider investor demands and the operational needs of the bank, maintaining a sustainable and stable cash dividend ratio and frequency.
AVIC Aviation High-Technology: The commercial engine composite materials field is a new business growth point for the company. | Earnings conference in focus.
1. The commercial aircraft engine composite materials field may become the company's new business growth point; 2. The honeycomb product has been certified by Airbus and has achieved exports, and the current order volume is stable.
Zhongfu Shenyang: The industry is in a state of supply and demand imbalance. Carbon fiber products have been applied in the field of industrial robots. | Directly hit the earnings conference
① Zhang Guoliang said that from the current situation, the entire carbon fiber industry is still in a phase of supply and demand imbalance, and the price range of products is also in bottom-shaking operation; ② The company's independent director, Yang Pingbo, added that the company's foreign market revenue in the first half of 2024 was 44.7682 million yuan, a year-on-year growth of over 15%.
Bank of Chengdu's earnings conference: The non-performing loan ratio for personal housing loans has increased, and the impact of the LPR (Loan Prime Rate) cut has already been released. The net interest margin is stabilizing under certain conditions.
① In the first half of the year, the net interest margin decreased by 15 basis points compared to the previous year, mainly due to the continuous reduction of the LPR of previous loans and the bulk adjustment of interest rates for existing personal housing loans last year, which will continue to exert certain pressure on the quality of assets in the real estate sector in the future. ② In the long term, it can be determined that the net interest margin is stabilizing and has already met certain conditions.
Guangdong Jiayuan Technology: Lithium battery copper foil processing fees are still at a low level. Capacity clearance is the future development trend | Direct hit earnings conference
① Guangdong Jiayuan Technology reported that the company's gross margin in the first half of the year was 1.7%, a year-on-year decrease of 4.92 percentage points. In the future, the market share of lithium battery copper foil will be concentrated in leading companies. ② The company's monocrystalline copper foil has the capability of small-scale production and is expanding its customer base. Ultra-thin copper foil (UTF) for PCBs is already in mass production. The pilot line for composite copper foil with a two-step process route has been completed, and it has been tested and has the capability of mass production.