000105 SSE 380 Materials Index
- 3785.77
- -20.72-0.54%
The leading fluorite company is going overseas to mine, China Kings Resources Group invests 0.173 billion in the Mongolia project | Read the announcement.
① Following the investment in mineral resources in Mongolia, China Kings Resources Group is extending its Industry Chain by laying out a mineral processing plant, with a total investment expected to exceed 0.347 billion yuan; ② The launch of the Mongolia project means that the fluorite expansion plan of China Kings Resources Group is basically being implemented.
Increase the proportion of high value-added products henan mingtai al.industrial plans to change part of the raised funds investment projects|Speed ??reading announcement
1. Capitalizing on the opportunity of the "Zhengzhou-Kaifeng 3 million-vehicle automotive industry belt," Henan Mingtai Al.Industrial is increasing investments in new energy battery materials and aluminum sheet strips for autos; 2. The company has already entered high-tech, high value-added fields such as new energy, aluminum for new materials, aluminum for transportation, and aluminum for lightweight autos.
china kings resources group Q3 net profit decreased by more than 30%, rare interim report distributing dividends|interpretations
①In the peak season, the company's Q3 net income attributable to shareholders was less than 83 million yuan; ②The company's net profit growth rate has been declining by quarter, far from the institutional forecast target; ③The main reasons for the decline are the shutdown of mines and the downturn in the prosperity of new products such as lithium carbonate; ④The company is optimistic about Q4 expectations, expecting an increase in sales volume and prices on a month-on-month basis.
Share buyback and shareholding loans are quickly implemented! Industrial and Commercial Bank of China, Bank of China, China Construction Bank, China Merchants Bank, Citic Bank, and other banks have announced progress. Some banks have cooperation intention
①As of now, Bank of China has reached cooperation intentions with nearly a hundred listed companies, explicitly committing loans to 32 listed companies, covering industries such as integrated circuits, transportation, high-end manufacturing, and business services; ②The bank stated that it will strictly adhere to the risk compliance bottom line, rigorously prevent crediting funds that do not meet the conditions of the stock increase stake & buy back and reloan policy from illegally flowing into the stock market.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Tide News | Count 150th Anniversary Celebration, Inner Mongolia Erdos Resources 1980 officially announced brand spokesperson Zhao Liying, Ben Sheldon appeared at the ONYX Shanghai party, Kelong naturally appeared at the camping festival opening in Shangha
As an extension of the Paris station, the Count's celebration landed in shanghai with more than 200 exquisite high-end jewelry and watch treasures.
Chifeng Jilong Hitches A Ride On Market Gold Rush
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%.
Net income in the first half of the year reached a historical high, and henan yuguang gold & lead's 0.71 billion yuan convertible bonds are about to be issued | Interpretations of the financial report
① Thanks to the overall increase in the "volume and price" of the company's main nonferrous metal products, Henan Yuguang Gold & Lead achieved a historical high in H1 net income since its listing; ② The company's ore is all sourced from external purchases. Although the gross margin of lead products has been negative in recent years, the overall profit is still good when considering the income from by-products such as gold and silver.
Weak expansion of sales channels? Leading synthetic biology company Huaheng Biological's net profit fell more than 20% in the first half of the year.
Due to increased competition and rising costs, Huaheng Biotech's net income for the first half of the year fell by 21.72%. It is stated that the sales channels for the core product L-Xeonine need to be further expanded, and market share needs to be increased. The registered and effective issuance plan of Huaheng Biotech has been registered and effective, but it is stated that if the project cannot generate benefits as expected or the actual income is lower than expected, there may be a risk of reduced profitability.
High-purity quartz sand prices plummet, net profit of Jiangsu Pacific Quartz drops nearly 90% | Interpretations
① Jiangsu Pacific Quartz has changed its performance of "soaring" in recent years, with both revenue and net profit declining in the semi-annual report, especially with net profit plummeting by nearly 90%. ② The photovoltaic market has experienced huge fluctuations in the first half of the year, with the demand for quartz materials for photovoltaics significantly decreasing year-on-year due to the industry's efforts to reduce overcapacity and clear inventory. ③ The significant price decline of high-purity quartz sand this year has also led to a significant decline in the company's performance.
The tungsten sector supports performance, xiamen tungsten's H1 revenue decreased and profit increased. Tungsten companies welcome a wave of price increases|interpretations
①Benefiting from the high tungsten price and despite a decrease in revenue, Xiamen Tungsten achieved increased profits in the first half of the year; ②After the tungsten price rebounded, tungsten enterprises followed suit and ushered in a wave of price increases.
One makes a profit and the other loses money. The two projects that Red Avenue New Materials invested in four years ago have now become completely different creatures. | Interpretation of financial reports
① Red Avenue New Materials Group released its semi-annual report, with net profit increasing by over 40% in the first half of the year; ② The photoresist business was the main driver of the company's growth in the first half of the year, while the PBAT business saw a devaluation of over 94 million yuan in the first half of the year, dragging down the company's performance; ③ Both the photoresist and PBAT projects were invested in four years ago, and now the PBAT project is completely different from the photoresist business.
Sunstone Development and Geely are planning to jointly invest 1.7 billion yuan to construct a 600kt/a pre-baked anode carbon project, with the capital increase 'boot' now in place. Quick announcement reading.
① After the project is put into production, under the same conditions, Nippecraft purchases pre-baked anodes from the Tiandong Baimine of no less than 0.25 million tons annually; ② The project is expected to achieve an annual output value of 4.5 billion yuan after completion and reaching production capacity, and the total annual profit distribution shall not be less than 30% of the distributable profits realized in that year; ③ Sunstone Development stated that there is still a supply gap for pre-baked anodes in the Southwest region and that overseas pre-baked anode production capacity is entering a renewal cycle.
After the change of the controlling shareholder, Nanjing Iron & Steel released its first 'mid-term report card', which shows a performance growth of over 20% against the trend. | Interpretations
In the first half of the year, Nanjing Iron & Steel achieved a net profit attributable to shareholders of RMB 1.233 billion, a year-on-year increase of 24.70%; The company plans to distribute a cash dividend of RMB 1.00 per 10 shares for the first half of the year, with a total dividend of RMB 0.617 billion. Apart from maintaining a high level of profitability in the steel business, Nanjing Iron & Steel has also contributed significantly to other income growth in the first half of this year. In addition, both management expenses and staff salaries have seen a year-on-year decrease.
Interpretations of China Kings Resources Group show that in the first half of the year, the revenue doubled due to a mix of positive and negative news such as price increases and production halts.
In the first half of this year, the revenue growth rate of China Kings Resources Group far exceeded the growth rate of net income; the revenue growth was due to the release of production capacity and the price increase of fluorite, while the net income was affected by mine shutdowns and the fluorochemical business. In the third quarter, the price of fluorite fell back, and the company's performance also faced certain pressure.
Trend Report | Inner Mongolia Erdos Group held a preview of new products for the 2024 autumn/winter season, the first MIKIMOTO coffee shop in the world opened, Moxun helped the Chinese national sailing team to set sail for Paris, and FineToday Group leads
Inner Mongolia Erdos Resources officially opened its Shanghai Erdos Jing'an Center, featuring a sustainable exhibition space.
Polyester major manufacturers demand rising in the first half of the year, Tongkun Group's net profit increased more than eight times year-on-year. | Quick announcement
The company expects a net income of 1 billion to 1.15 billion yuan in the first half of 2024, an increase of 849.4% to 991.81%; the company stated that sales volume and price difference of polyester filament products increased in the first half of the year; major polyester filament enterprises have resumed price increases at the end of June.
Specialty paper shows signs of recovery. Xianhe Co., Ltd. and Hangzhou Huawang New Material Technology saw an increase in Q2 performance. | Quick announcement
① Two specialty paper manufacturers are expected to increase their performance in the first half of this year, Xianhe Co.,Ltd. is emerging from a two-year performance downturn, and Hangzhou Huawang New Material Technology has steadily improved its performance in the last three years. ② Improved performance is closely related to cost control.
Henan Yuguang Gold & Lead's convertible bonds were approved after over half of the 'slimming down' process and the copper foil project has been temporarily postponed. | Speed read announcement
The planned amount of convertible bonds to be raised will be reduced by more than half to no more than 710 million yuan compared to the previous version; The previously planned 534 million yuan for the annual production of 10,000 tons of copper foil project is currently in a suspended phase.