The plan for the listing of zoomlion heavy machinery has fallen through. Zoomlion stated that it will not affect the company's existing business.
①Zoomlion plans to terminate the reorganization and listing of its subsidiary Zoomliongaoji with Shenzhen Roadrover Technology. ②Zoomlion stated that the termination of the reorganization project will not affect the production and operation activities of Shenzhen Roadrover Technology and Zoomliongaoji.
Two shipbuilding stocks with market caps of hundreds of billions will undergo restructuring! china cssc plans to merge with china shipbuilding industry.
①The method of this merger is that China CSSC plans to issue A-share stocks to all shareholders of China Shipbuilding Industry for stock-for-stock absorption and merger. ②As of today's close, the total market value of China CSSC is 156.1 billion yuan, and the total market value of China Shipbuilding Industry is 113.6 billion yuan.
Longi Green Energy Technology: It is expected that the price of silicon wafers has reached its lowest point and will only increase in the future, not decrease. | Live coverage of the earnings conference
①Longi green energy technology releases confidence to investors. Considering the current situation in the industry where cash costs are generally in a loss, the price of silicon wafers will only rise, not decrease. ②However, the management believes that all links currently face ongoing operational pressure, and the timing of price adjustments remains unclear.
Express delivery volume and prices have fallen again! YTO's "Number One Project" achieves cost reduction and profit increase for its outlets | Company research.
①Reporters have learned from visits that YTO's Baode Road branch in Jing'an District has turned losses into profits with the support of the 'Number One Project', with a 40% year-on-year increase in volume. ② The branch has reduced costs and increased profits, improved stability, and can avoid risks of supply chain interruption, which is beneficial for YTO to enhance the overall stability of the supply chain. ③ Industry insiders believe that under the scale effect, costs have decreased, and single-ticket revenue has also decreased. Value-added services may support unit prices.
In the first half of the year, longi green energy technology expects to return to the growth track by 2025 with a loss of over 5 billion. | Interpretations
①Longi Green Energy Technology incurred a loss of over 5 billion yuan in the first half of the year, with a single-season loss of 2.893 billion yuan in the second quarter, marking the largest single-season loss in recent years; ②The company's HPBC2.0 product will be launched on a large scale by the end of this year. In its plan, the company is set to return to the growth trajectory by 2025, entering the recovery phase ahead of the solar industry.
China Southern Airlines: International and Hong Kong, Macao, and Taiwan flights have resumed to 80% of the same period in 2019. Ground service fees are facing upward pressure. | Direct coverage of earnings conference
In the first half of the year, the net income of China Southern Airlines Logistics increased by over 30% year-on-year to reach 1.7 billion yuan, making it the most profitable subsidiary of China Southern Airlines. China Southern Airlines stated that in 2024, due to the recovery of production, the increase in international ground service prices, and the rise in domestic airport charges, the company's ground service fees will face significant pressure to increase. China Southern Airlines' first C919 aircraft will enter commercial operation on September 19, and its inaugural flight will operate the Guangzhou-Shanghai Hongqiao route.