Anhui Yingjia Distillery exceeded its annual guidance performance in the first half of the year, with a year-on-year decrease of nearly 40% in contract liabilities. Interpretations.
1. In H1 2024, the net income of Anhui Yingjia Distillery slightly exceeds the estimates of most brokerage houses and also exceeds the target guidance given by the company at the beginning of the year; 2. As of the end of June this year, Anhui Yingjia Distillery's contract liabilities were about 0.462 billion yuan, a year-on-year decrease of about 37%; 3. Anhui Yingjia Distillery announced the acquisition of Wubao Optoelectronics, a controlling shareholder, at a price of 0.126 billion yuan, which is almost irrelevant to its main business.
The policy is consistently getting stronger, and the power grid sector is expected to enter a period of significant growth.
The National Energy Administration issued the "Implementation Plan for High-Quality Development of Distribution Network Action (2024-2027)". Focusing on promoting the construction and transformation of four batches of tasks. The new team of Guojin Electric pointed out that heavy policy will be frequently introduced in the power reform of 2023, and the policy will continue to be intensified in 2024. Power reform has entered a clear guidance period and will be the main line for at least two years in the future.
Guangzhou Development Group Incorporated announced a second adjustment to gas prices this year and will lower the highest sales price limit for non-residential pipeline gas.
Guangzhou Development Group Incorporated announced that its wholly-owned subsidiary has adjusted the sales prices of natural gas, and the highest limit price for non-residential pipeline gas has decreased by 0.16 yuan/cubic meter. Prior to Guangzhou, Hangzhou and Rizhao both lowered the highest selling price of non-residential pipeline natural gas this month, with a greater reduction in the amount.
Changsha supports the adjustment of eligible apartments to residences, and the bullish real estate policy continues to increase.
Changsha City issued a notice on the matters related to supporting the adjustment of apartment and other residential commodity houses to residential buildings, clarifying that apartments and other residential commodity houses with difficulties in development and circulation can be adjusted to residential buildings according to regulations and procedures after being proven feasible under the premise of ensuring the carrying capacity of public service facilities and basic supporting facilities.
A-share buyback wave surges in the first half of the year! 48 listed companies have a maximum buyback plan of over 400 million yuan, and 11 stocks including s.f. holding have announced buyback plans.
According to incomplete statistics, 48 A-share listed companies plan to repurchase a maximum amount of over 400 million yuan in the first half of 2024 (see table); Tongwei Co., Ltd. ranked first in the maximum repurchase amount with 4 billion yuan; 11 stocks including S.F. Holding announced repurchase plans twice this year (see table).
New policies in the Peking real estate market will lead to overall recovery in the industry valuation.
Beijing issued a notice on optimizing the real estate market and promoting stable and healthy development policies. Starting from the day after the issuance of this notice, for residents who use loans to purchase their first commodity housing, the minimum down payment ratio is adjusted to no less than 20%. Support the demand for improved housing for families with multiple children. For multi-child families with Beijing household registration and two or more children, the purchase of the second set of housing is recognized as the first set of housing in personal housing loans.