Xiamen Xiangyu Shipbuilding business is "hot", will re-evaluate and adjust the follow-up cooperation with Delong Nickel Industry | Direct hit earnings conference
①According to the subsequent production and operation of the Delong company, we will re-evaluate and adjust the cooperation with the Delong side. ②The shipbuilding business in Xiamen Xiangyu is "booming", with record high deliveries and production in the first half of the year.
"Incremental reserves" increase storage jchx mining management cultivates resource development as the second largest business | Direct hit earnings conference
①The focus on cultivating resource development sectors has become the company's second largest core business; ②At present, exploring and increasing reserves in existing projects is a more cost-effective way to obtain resources.
Star Evening News | Xi'an Bright Laser Technologies plans to invest 1 billion yuan to build a material production line. Jiangsu Aidea Pharmaceutical has completed the acquisition of 31.161% equity of Nanda Pharmaceuticals.
1. Guangdong Jiayuan Technology signed the "Investment Intention Termination Agreement" with the Meixian District People's Government of Meizhou City; 2. Xi'an Bright Laser Technologies, opt machine vision tech co., ltd., NAIKE Equipment disclosed the repurchase plan; 3. Shanghai Allist Pharmaceuticals Co., Ltd.: AST2303 slice obtained the drug clinical trial approval notice.
Intraday overview | The three major indices are rising strongly! The ChiNext Index surged more than 2.5%; technology stocks, mainland real estate stocks are collectively strong, with R&F Properties surging nearly 14%, and Kuaishou rising more than 6%.
Network technology stocks collectively rise, with Kuaishou up over 6%, jd.com up nearly 6%, bilibili up over 4%, alibaba, baidu up over 2%, Meituan up nearly 2%, Tencent up over 1%.
In August, domestic new energy heavy truck sales surged by 117% to 6,303 units, maintaining year-on-year growth for 19 consecutive months.
According to the latest data obtained by the First Commercial Vehicle Network, in August 2024, a total of 6,303 domestic new energy heavy-duty trucks were sold, a decrease of 5% compared to July, while the year-on-year growth continued, reaching an increase of 117%. The new energy heavy-duty truck market has maintained year-on-year growth for 19 consecutive months.
Great Energy: There are already 8-10 potential customers for semiconductor-grade polycrystalline silicon, and it is expected that the "tug-of-war" in the photovoltaic industry will continue for 2-3 quarters. | Direct hit at shareholder meeting
① In the field of energy, it is expected that the short-term trend of silicon material prices will rise, but the actual fill price depends on the balance between upstream and downstream. Currently, the supply and demand balance of silicon materials has not yet been reached; ② If the fill price of silicon materials only increases slightly, it is not cost-effective to restart and shut down production capacity. During the period of capacity switching on and off, manufacturers will suffer from "double kills" of cost and quality; ③ With the stability of the supply chain and the demand for cost reduction, Daquan Energy is "upward integration" and laying out industrial silicon.