000910 CSI 300 Industrials Index
- 1779.42
- +11.28+0.64%
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.
Overseas income grew rapidly, coupled with cost reduction and efficiency improvement, sany heavy industry's net income in H1 increased slightly year-on-year | Financial report interpretation
① In the first half of the year, revenue of Sany Heavy Industry decreased by 1.95% year-on-year, while net income increased by 4.80% year-on-year. ② In the first half of the year, the company's Indonesian factory completed the expansion of Phase II, while the Phase II factories in India and South Africa are under construction in an orderly manner.
Longi green energy technology and Tongwei co.,ltd postponed their mid-term reports. The five leading photovoltaic companies will submit their reports tomorrow evening.
① Two leading photovoltaic companies announced on the same day that the interim report disclosure was postponed by one day. Tomorrow night, the top five leading photovoltaic companies will release their interim reports at the same time. ② The continuous decline in prices of main products in the first half of the year raises the biggest suspense as to whether Trina Solar Co., Ltd. and Jinkosolar can sustain profitability.
After holding the shares for 7 years, the country's largest state venture capital fund plans to exit China Shipbuilding Industry.
① Guofeng Venture Capital Fund plans to reduce its holding of China Shipbuilding Industry by no more than 0.456 billion shares, accounting for 2.00% of the total share capital of the company; ② Guofeng Venture Capital Fund is the "largest in scale" national-level venture capital fund approved by the State Council, with a total design scale of 200 billion yuan, and it has held China Shipbuilding Industry for 7 years.
Investment income and asset disposal income decreased by 1 billion yuan, and the net income of Zhejiang China Commodities City Group in the first half of the year fell by 27%. | Interpretations
In the first half of the year, the net income decreased 27.54% year-on-year, and the non-deduction net income decreased 22.86% year-on-year. Investment income and asset disposal income decreased by 1.051 billion yuan year-on-year. In the first half of the year, market operation, commodity sales, and trade service revenue increased by 0.468 billion, 1.057 billion, and 0.087 billion yuan, respectively.
Intraday Quick Look | Hong Kong stocks opened high and fell low, the technology index fell nearly 1%, network technology and gaming stocks weakened, tencent music fell over 17% after the results.
Most network technology company stocks fell, with Netease falling more than 4%, Tencent falling nearly 2%, Ctrip Group falling more than 1%, while SenseTime, Meituan and others followed suit; Baidu and Bilibili saw a slight increase.
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.
Legendary ending! Tan Xuguang, 63-year-old director of Weichai Power, retires.
On the evening of August 12, Weichai Power announced that Tan Xuguang retired due to age, who was once famous for his iron-fisted reforms. Now, Shandong Heavy Industry's chairman and general manager, as well as the chairman of Weichai Power, are replaced by Man Shengang, Wang Zhijian, and Ma Changhai, respectively.
Intraday overview | Hong Kong stocks fluctuated slightly, wind power and eco-friendly concept stocks rose, bilibili dropped more than 7%, leading the decline in network technology stocks.
Hang Seng Index rose 0.17%, Hang Seng Tech Index fell 0.23%. Network technology stocks generally weakened, Bilibili fell more than 7%, SenseTime and Meituan fell more than 2%, Baidu fell more than 1%, while Kuaishou and JD.com followed suit; Xiaomi Group rose nearly 1%.
The explosion of containers at Ningbo Zhoushan Port is unlikely to affect shipping routes, according to analysts.
The No.2 berth 'Dongming' ship operated by Ningbo Zhoushan Port's Beilun Second Container Terminal Co., Ltd. exploded due to a dangerous goods container (Class 5 dangerous goods) passing through. It is believed in the industry that the reason for such accidents is largely related to unreasonable and non-compliant operation during hazardous chemicals transportation and management. The industry believes that this incident will have little impact on the European and American shipping market.
China Harbour Engineering and Egypt's engineering giant jointly won the bid for the NEOM Port project in Saudi Arabia.
China Harbor Engineering Company's subsidiary teamed up with Egypt's engineering giant to win the major project of the NEOM port located in Oxagon in northwest Saudi Arabia. The project is about to start and is expected to be opened in 2025.
Wuxi AppTec's net income in the first half of the year fell 20% year-on-year; Country Garden's liquidation hearing was postponed and approved by the court.
China Railway Construction Corporation's new contract amount in the first half of the year decreased by about 20%; Fuyao Glass' net income in the first half of the year was nearly 3.5 billion yuan.
More than 1,800 A-share listed companies have implemented buybacks since the beginning of this year, with a total amount exceeding 110 billion. The individual stock buyback ranking has been released.
Within the year, 1,805 A-share listed companies have implemented repurchases, with a cumulative repurchase amount exceeding 100 billion yuan. S.F. Holding's repurchase amount is ranked first, reaching 2.001 billion yuan. Wuxi Apptec and Sanan Optoelectronics both have repurchase amounts exceeding 1.9 billion yuan. See the attached table for the ranking of repurchase amounts of A-share listed companies within the year.
Shipyard orders are full and basically scheduled until 2028. China Shipbuilding Industry expands production and divests loss-making assets. | Quick read announcement
①China Shipbuilding Industry announced tonight that its subsidiaries, Wuchang Shipbuilding and CSSC Tianjin, respectively plan to acquire 100% equity of Wuchuan Navigation and Tianjin Port Shipbuilding Industry; ②Currently, CSSC Tianjin and Wuchang Shipbuilding have both scheduled production until 2028; ③China Shipbuilding Industry also plans to transfer 100% equity of Bohai Shipbuilding Heavy Industry to end the adverse effects of continuous losses of Bohai Shipbuilding Heavy Industry on the company.
The first domestically launched all-green power supply virtual power plant is in operation, with the electricity reform policy unleashing the profit potential of virtual power plants.
The first full-green power supply virtual power plant project in China has officially started operation on July 18th in Ningbo Orient Wires & Cables Industrial Park, Zhejiang. Guolian Securities believes that with the continuous promotion of electricity reform policies, the profit model of virtual power plants is expected to be enriched, and the economic benefits will drive the continuous expansion of construction scale.