000141 SSE 380 Dynamic Index
- 2298.81
- -31.74-1.36%
Star Evening News | Wuxi Autowell Technology Co., Ltd., a subsidiary of wuxi autowell technology co., ltd., has signed a 0.9 billion yuan contract for photovoltaic equipment. The IPO registration of Think Tech on the Star market has taken effect.
Contemporary Amperex Technology plans to adjust the production arrangement of lithium carbonate in Yichun; Qianxin Holdings shareholder has promised not to reduce its shareholding within 6 months; Zhejiang Orient Gene Biotech and its related parties jointly invest 1.2 million US dollars to establish a holding company in the Philippines.
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.
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%.
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.
How significant is the impact of a 30% production reduction by the photovoltaic glass giant? Flat Glass Group: The customer procurement intention is stable | Coverage of the earnings conference.
1. Market rumors: Xinyi Solar and Flat Glass Group, along with ten other photovoltaic glass giants, jointly reduce production by 30%. Ruan Hongliang, the director of Flat Glass Group, denied the joint production cut and emphasized that it was an individual company action; 2. The reduction in production by the giants did not boost demand. The company stated that the purchasing intention of downstream customers remained stable on a month-on-month basis; 3. The price reduction of photovoltaic glass has caused investors to worry about the company's performance in the second half of the year.
Star Evening News | Advanced Micro-Fabrication Equipment Inc. China's major shareholder equity changes, Willfar Information Technology won the bid for a 26.13 million yuan national grid procurement project.
1. The State Council: vigorously develop biomedical research and development outsourcing, digital manufacturing outsourcing; 2. Ministry of Industry and Information Technology: plans to implement large-scale equipment digital transformation and upgrading; 3. Shanghai: strive to become an internationally influential live-streaming economic hub by 2026.
Express News | Hong Kong electric power equipment stocks have risen against the market, with Tianneng Power up more than 15%, Flat Glass up nearly 7%, Xinyi Solar up nearly 5%, and Chaowei Power up more than 3%.
Major industry players plan to increase the AI PC shipment volume to 40% next year, with the top three already releasing impressive financial reports. Institutions have stated that the future penetration rate of AI PC is promising.
① By the third quarter of 2025, Acer will increase the share of Copilot+ PC in delivery volume to 40%; In the second quarter of 2024, the global shipments of AI PC were 8.8 million units, accounting for 14% of the total PC shipments; ② Canalys predicts that the shipment volume of AI PC in 2024 will reach 44 million units, and it is expected to reach 0.103 billion units in 2025.
Intensified competition on the supply side, shuangliang eco-energy systems, the new star of silicon wafers, suffered a loss of over 1 billion yuan in the first half of the year. | Interpretations of financial reports
①Shuangliang Eco-energy Systems reported a net loss of over 1.2 billion yuan in the first half of the year, with a loss of 0.963 billion yuan in the second quarter, marking the largest quarterly loss in nearly five years. ②The company's asset-liability ratio has reached 81.5%, indicating significant debt repayment pressure. ③The current silicon wafer price is in a fierce game, and in the medium to long term, the supply-demand pattern of silicon wafers is clearly improving, which will provide some support for this round of price increases.
Juewei Food Co., Ltd.: The number of stores decreased by nearly a thousand in the first half of the year, and the decrease in raw material costs helped boost net income | Interpretations
① Juewei Food Co.,Ltd.'s revenue in the first half of this year decreased by 9.73% year-on-year, while net profit increased by more than 20%. ② The price of raw materials decreased compared with the same period last year, and the company's cost of goods sold in the first half of the year decreased by 17.95% year-on-year.
Significant overseas revenue decline, jiangsu goodwe power supply technology co.,ltd. went from profit to loss in the first half of the year, with a noticeable decline in energy storage product.
① Mainly affected by factors such as overseas inventory, the amount of decrease in sales revenue from power inverter and battery with higher gross margin is greater than the amount of increase in sales revenue from domestic low-gross margin household photovoltaic systems; ② In the first half of the year, the sales volume of Goodwe energy storage products declined significantly, with overseas inverter sales volume of approximately 0.1552 million units, a year-on-year decrease of 49.64%; The proportion of overseas revenue was 35%, compared to 75.24% in the same period last year.
The industry is experiencing a combination of 'internal competition' and an extended acceptance period. zhejiang hangke technology incorporated's revenue and net profit both declined in the first half of the year, with several ongoing projects involving '
The main reasons are intensified domestic market competition and prolonged acceptance cycle, resulting in a year-on-year decrease in revenue and gross margin. In addition, the impact of foreign exchange rate fluctuations resulted in a loss of 8.41 million yuan in the first half of 2024. The solid state battery high-pressure fixture project is in the experimental verification stage. The overseas revenue in the first half of the year was 0.879 billion yuan, a year-on-year increase of 23.99%, with multiple ongoing projects preparing for overseas expansion.
Sales growth slowed down, Hema Inc.'s first-half revenue and net profit both declined, with many companies in the industry experiencing a noticeable recovery in Q2.
①During the reporting period, the company's sales revenue from micro power inverters and monitoring equipment amounted to 0.749 billion yuan, with approximately 0.6142 million units of micro power inverters sold and approximately 0.1444 million units of monitoring equipment sold. ②Including sungrow power supply, Deye, and ginlong technologies, the second-quarter net income of power inverter manufacturers has improved.
Shenzhen Fortune Trend Technology's net profit in the first half of the year has dropped by more than 15% with a significant decline in overseas revenue. The financial model has been filed for record.
①Due to the slowing trend of B-end business growth, shenzhen fortune trend technology is currently expanding C-end business, although its development is still relatively slow. In the first half of the year, the company's C-end and overseas revenue both declined year-on-year; ②In the field of AI, successfully applied large model technology to the Wenxiaoda system. In June, the company's TendencyGPT financial large model obtained national record of deep synthesis and tried to launch mobile app and PC public version software.
In the first half of the year, Fudan Microelectronics' net profit attributable to shareholders decreased by 22.52% year-on-year. The smart card business is under pressure, and the prices of storage product lines have stopped falling and rebounded.
In the first half of the year, Fudan Microelectronics achieved revenue of approximately 1.794 billion yuan, a decrease of 0.12% compared to the same period last year; achieved a net income of approximately 0.348 billion yuan attributable to shareholders, a decrease of 22.52% compared to the same period last year. Due to the decrease in product sales prices and the impact of structural adjustments, the comprehensive gross margin of Fudan Microelectronics in the first half of the year was 56.49%, a year-on-year decrease of 10.6 percentage points.
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.
Beijing Huafeng Test & Control Technology: The downstream terminal application market demand is gradually recovering, and efforts will be made to expand overseas markets. | Earnings conference
①Sun Qiang, the chairman of Beijing Huafeng Test & Control Technology, said that the company's revenue was basically flat compared to the same period last year. This is due to the company's consistent investment in research and development and market expansion, which has put pressure on the net income during the reporting period; ②Despite the increased uncertainty in the international market environment, the company is still expanding overseas markets.
H1 net profit deducted by 1079% YoY increase. Rockchip Electronics: Market demand recovery, continuous inventory digestion | Interpretations
Rockchip Electronics' revenue and net income both increased in the first half of the year, while inventory declined for four consecutive quarters. Rockchip Electronics stated that the market vitality in the first half of this year has significantly recovered compared to the same period last year, especially with synchronized growth in various AIoT product lines.
Olympic Circuit Technology's net profit in the first half of the year increased by over 50 percent. The automotive electronics segment accounted for the highest proportion in downstream applications. Interpretations of the financial report.
① Olympic Circuit Technology's revenue and net profit both increased in the first half of the year. ② The company stated that it benefited from a combination of factors such as increased business volume, increased product prices, and the decline in the exchange rate of the Chinese yuan against the US dollar. ③ The automotive application market is currently the company's largest sales sector.
【Data Analysis】The trading volume of multiple cross-border ETFs has increased significantly. Institutions have sold nearly 100 million yuan of shanghai moons'electric.
① Among the top ten ETFs with a month-on-month increase in turnover compared to yesterday, there were 5 cross-border ETFs. Among them, the Saudi ETF (159329) turnover increased 145% month-on-month. ② Mingzhi Electric, a robotics concept stock that has fallen to a standstill, was sold by three organizations for a total of nearly 100 million yuan.