000910 CSI 300 Industrials Index
- 2318.28
- +32.31+1.41%
The first refinancing application was withdrawn before the meeting within the year, repeatedly lowering the rights issue fundraising to 5 billion. Why was it abandoned just before implementation?
①The refinancing company xiamen c&d inc., scheduled to be reviewed at the meeting on November 5th, was ultimately cancelled for review and the audit was terminated due to voluntary withdrawal; ②The company's performance has declined significantly in recent years, related to the decrease in real estate revenue, with the acquisition of enterprises dragging as another factor.
Another member has been added to the XBC camp. Longi Green Energy Technology jointly builds HPBC battery production capacity for the first time.
1. longi green energy technology collaborates with Yingfa Deyao to build HPBC battery capacity, and plans to achieve a capacity of 16GW, while the XBC 'camp' is expanding; 2. In the coming years, the main competitive factors in the photovoltaic market will still revolve around the differentiation of battery technology.
A-shares and Hong Kong stocks are all rising! The gem board is up by 4%, the SZSE Component Index is up by 6.3%, defense stocks are leading the gains, and AVIC Shenyang Aircraft has hit the limit up.
On Tuesday, November 5th, A-shares opened low and moved higher. Currently, the SSE Composite Index is up by 1.03%; the Shenzhen Component Index is up by 1.52%; the ChiNext Price Index is up by over 4%. The Beixinxin 50 is up by 6.3%. Military industry, fintech, and lithium battery sectors are active. The 15th China International Aviation and Aerospace Exhibition is about to kick off, and the medium-sized multi-purpose stealth fighter jet J-35A will have the opportunity to make an appearance.
Hainan Airlines Holding: Net income doubled year-on-year in the first three quarters, planning to open multiple international routes in the fourth quarter | Interpretations
Hainan Airlines Holding's revenue and net income for the first three quarters were 51.729 billion yuan and 2.173 billion yuan, respectively, with year-on-year growth of 10.68% and 145.43%. Hainan Airlines Holding mentioned that this was mainly due to the recovery of the aviation market and the increase in business volume.
Avic Shenyang Aircraft: Established demand did not sign the contract as scheduled, with net income down by more than 20% year-on-year in the first three quarters | Interpretations
Affected by the progress of contract signing, avic shenyang aircraft's performance in Q3 slowed down; The company's net income in the first three quarters decreased by more than 20% year-on-year.
Foreign public fund latest hold positions exposure! Fund managers are bullish on china's stock market valuation repair.
With the disclosure of the third quarter report, public funds under international asset management giants such as BlackRock and Fidelity have all their holdings exposed.
Net income exceeds 6.5 billion yuan, leading the concept of 150 billion CRO released its third-quarter report | Highlights of the post-market announcement
Wanhua Chemical Group: net income in the third quarter was 3 billion yuan, a 29% year-on-year decrease.
Observations from china spacesat Application Conference: Industry chain gathers from upstream to downstream, attracting attention to satellite internet security solutions.
1. Caixin reporters on-site at the forum and accompanying exhibition, understand the development trends of the satellite industry; 2. Orders have increased significantly compared to last year, with attention to satellite internet security solutions.
Share buyback and shareholding loans are quickly implemented! Industrial and Commercial Bank of China, Bank of China, China Construction Bank, China Merchants Bank, Citic Bank, and other banks have announced progress. Some banks have cooperation intention
①As of now, Bank of China has reached cooperation intentions with nearly a hundred listed companies, explicitly committing loans to 32 listed companies, covering industries such as integrated circuits, transportation, high-end manufacturing, and business services; ②The bank stated that it will strictly adhere to the risk compliance bottom line, rigorously prevent crediting funds that do not meet the conditions of the stock increase stake & buy back and reloan policy from illegally flowing into the stock market.
"Repurchase, shareholding, and re-lending" is quickly implemented! The scale has exceeded 10 billion yuan, with central enterprises leading the trend.
①Yesterday, the first batch of 23 listed companies have disclosed information on shareholding, repurchasing, and additional financing, with the total amount involved exceeding one billion yuan; ②Among central state-owned enterprises, two major shipping giants, China Merchants Group and cosco shp sg, have multiple companies involved, while private enterprises are represented by industries such as aquaculture, photovoltaics, and semiconductors; ③Market participants believe that the new policy on additional financing has received enthusiastic responses, which will help further activate the market and bring more liquidity.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Zhejiang China Commodities City Group: GMV cannot reflect the growth of chinagoods, and cross-border payment business is expected to expand further | Directly hitting the earnings conference
① The relevant person in charge of Commodity City said that Chinagoods' GMV can no longer reflect the platform's growth volume. The future will focus on increasing in-depth service fee revenue, and there is plenty of room for growth ② Yiwu Pay's cross-border transaction volume in the first three quarters. If applying for an overseas license, it will help the company to form an offshore center settlement capacity ③ The increase in rent for market operations will continue
Another meeting today! Leading photovoltaic companies discuss pricing mechanisms. The upstream has stabilized, but the downturn in components has not stopped.
①China Photovoltaic Industry Association held a symposium on preventing industry vicious competition, aimed at resolving excess production capacity earlier; ②Such meetings have been held many times, but the effectiveness is good. Currently, component prices continue to fall, and the industry is expecting more specific production reduction plans.
Express News | This morning, the chairman of the board proposed a stock repurchase announcement for the listed companies in the China Merchants Group.
In the price war of photovoltaic products, longi green energy technology's new product pricing is 0.1 yuan/W higher than its competitors. Industry dynamics.
In the established pricing scheme in china, longi green energy technology's HPBC2.0 new product pricing will be higher than competitors by 0.1 yuan/W, with an initial investment increase of around 0.1 million yuan for 1 MW; Component prices are still overall declining. The company believes that product pricing is related to value, downstream customers will pay more attention to efficiency and reliability when choosing products.
Is the Hong Kong IPO market recovering? The fundraising has exceeded last year's total! Investment banks: Investors' interest is increasing.
While the secondary market is changing rapidly, the Hong Kong IPO market is quietly brewing for a warm comeback.
Unveil! With huge trading volume, which A-shares are institutions chasing after?
The heat of A shares is still continuing!
During the long holiday, by how much did the market help boost the A-share?
During this holiday, the average increase in the Hong Kong stock market tracking the csi 300 index ETF reached 20%, while the average increase tracking the chinaamc star50 etf reached 64%. Almost all of the 150 ah stocks listed have risen, with an average increase of over 90% in brokerage stocks.
Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.
Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.
Pre-holiday big gift attack! Hong Kong stocks are expected to continue rising, grab this investment "gift list" on the eve of the National Day holiday.
It is worth noting that, with the approach of the National Day holiday in 2014-2023, the chance of the Hang Seng Index rising after the National Day holiday reaches 70%. On the other hand, looking at the performance of the Hang Seng Tech Index, the chance of increase from 2015 to 2023 is close to 80%.