000937 CSI Utilities Index
- 2518.59
- -54.46-2.12%
Improvement in water supply situation, China Yangtze Power's net profit in the first half of the year increased by nearly 30% year-on-year | Interpretations of financial reports
① The water supply situation for hydropower has improved year-on-year, with China Yangtze Power earning more than 11 billion yuan in the first half of the year; ② In the first half of the year, the company installed 71.695 million kilowatts of domestic hydropower, accounting for 16.79% of the national hydropower installation.
Datang International Power Generation's net profit doubled year-on-year in the first half of the year. The situation of hydropower inflow continues to improve. | Interpretations
(1) Due to the decrease in fuel prices and the increase in the installed capacity of new energy, Datang International Power Generation's net profit for the first half of the year increased by over 100% year-on-year; (2) In terms of project reserves, the company's approved capacity for wind and solar projects in the first half of the year exceeded 4,000 megawatts, and the total capacity under construction exceeded 6,000 megawatts.
[Data analysis] Northbound funds have continuously increased their holdings in China Yangtze Power for three days, while institutional investors and speculative investors have rushed to grab shares in AI glasses concept stocks.
①Northbound funds have been net sold for many consecutive days, but dividend stock China Yangtze Power has been net bought for 3 consecutive trading days against the trend. ②AI glasses concept stocks surged, institutions and speculators actively snapped up, among which Huizhou Speed Wireless Technology received nearly 40 million buy-ins from two institutions.
Large buy report of northbound funds: China National Nuclear Power received a net purchase of 0.348 billion yuan.
On July 31st, northbound funds had a significant net buy-in of RMB 19.58 billion for the whole day.
[Data Analysis] Northbound funds continue to reduce holdings of China Yangtze Power, while the transaction volume of Saudi ETF has once again increased.
China Yangtze Power has experienced two consecutive trade days of net sell by Northbound funds. Two Saudi ETFs traded heavily, among which Saudi ETF (159329) saw a 393% increase in transaction volume compared to the previous period.
Mid-day review: Three major indices fall together, with the tech index falling nearly 2%. The network technology and autos sectors are weak, with XPeng and NIO Inc falling over 5%.
As of press time, the Hang Seng Index fell by 0.59%, the CSI 300 fell by 0.78%, and the ChiNext fell by 1.8%; Baidu fell by more than 3%, Ctrip Group fell by nearly 3%, and bilibili fell by more than 2%.
Is mining the way to make money? GD Power Development's first half performance is expected to double year-on-year. Q2 net profit after deductions is expected to be less than 100 million yuan. | Speed-reading announcement
Market cap leader gd power development is expected to double its net profit in the first half of this year, earning more than 6 billion yuan, but investment income may account for the majority; According to calculations, the company's non-GAAP net profit in the second quarter is 0.064 billion-0.464 billion yuan.
Total investment of 80 billion! Three Gorges Power plans to participate in the Inner Mongolia Erdos Resources 'Wind Power, Solar Power, and Energy Storage Integration' project for external delivery. | Quick read announcement
China Three Gorges Corporation plans to participate in the construction of the Kubuqi Desert new energy base project with a total investment of nearly 80 billion yuan. The company became the leading new energy operator in the A-share market after going public in 2021 and invested more than 40 billion yuan in the construction of three offshore wind power projects in the same year.
Northbound funds report large buy orders: China Yangtze Power suffered a net sell-out of 1.72 billion yuan.
On June 14th, the northbound funds net sold 4.735 billion yuan for the whole day, marking the fourth consecutive day of net selling.
According to the data analysis, for 16 consecutive days, Northbound capital has increased its stake in China Yangtze Power, and the activity of first-tier gaming companies continues to freeze.
China Yangtze Power ranked first with a net buy of 434 million yuan in the top ten transactions of Shanghai and Shenzhen stock connect. The stock has been a net buy for 16 consecutive trading days. Short-term capital activity is still low, with only Shanghai Belling Corporation, Ltd. receiving a first-tier institutional investor's net buy of over 20 million yuan today.
【数据看盘】北向资金连续6日加仓长江电力 IC、IM期指多头大幅加仓
Nearly 20 companies issued announcements in unison, and a wave of holdings reduction was concentrated! Leading semiconductor stocks are on the list
① Seven companies, including Jinhui Liquor, Fengyuan Co., Ltd., Babycare, United Water, Guizhou Gas, Zhuojin Co., Ltd., and Zhongman Petroleum, plan to reduce their holdings by no more than 3%. ② Star Semiconductor, the leading semiconductor stock, plans to reduce its holdings by the highest market value.
200 billion! The Guangdong New State-owned Fund is here
① Recently, Guangdong Hengjian Investment Partnership (Limited Partnership) was established with an investment amount of 20.02 billion yuan. LP is Hengjian Holdings under the Guangdong Provincial State-owned Assets Administration Commission; ② Recently, Hengjian Holdings took the lead in establishing Hengqin Guangdong-Macao Development and Investment Co., Ltd. to support industrial development in the Hengqin Guangdong-Macao Deep Cooperation Zone.
Xiaomi concept stocks are definitely on the list! List of individual stocks where Northbound Capital increased its positions by a large percentage this month
① The Xiaomi concept stock Anjie Technology received more than 2.6% of the northbound capital increase this month, while the chip concept stock Huafeng Measurement and Control and Lixin Micro received a 3.12% and 2.5% increase in northbound capital during the same period, respectively. ② Sort out the list of individual stocks that have increased their northbound capital holdings by more than 2.5% in the past month (attached table).
【数据看盘】北向资金连续5日加仓长江电力 机构游资激烈博弈高新发展
“YYDS · Eternal God” has been interpreted into four major sectors. Which fund managers are heavily involved?
“YYDS” refers in turn to the four sectors of banks, operators, electricity, petroleum and coal.
In the last trading week before the Spring Festival, which individual stocks need to be wary of when the ban is lifted?
① Judging from the unbanned market value, on February 5, the market will usher in a small peak in a round of unban; ② 5 companies will lift the ban by more than 50% next week; ③ In the last week before the Spring Festival, large amounts and large proportions of individual stocks that are “double listed” need to be wary;
Take the quadruple board! The A-share annual report market is in full swing. The net profit of the eight listed companies reached a maximum year-on-year pre-increase of more than 3000%
① On the day after the announcement of the pre-announcement of the annual results increase, Eurocom responded with a 20CM rise and stop. China Malaysia Transmission closed on Friday to win 4 consecutive boards, and Letong Co., Ltd. closed with 2 consecutive boards on Thursday. ② Inventory the list of listed companies whose net profit is expected to increase by more than 3000% year on year in 2023 and the latest reviews from brokerage research reports (attached table).
[Data review] Northbound increases, Yangtze Electric Power reduces inventories, CNPC surges, market agencies and tourism “go short”
① Northbound Capital's net purchase of Changjiang Electric Power exceeded 600 million and increased its position in the stock for 3 consecutive trading days; net sales of CNPC exceeded 400 million yuan. ② Although the index has soared in the past two days, institutional and first-tier investment activity is still low, and individual stocks related to local markets such as Shanghai, Chinese characters, and big finance have all been bought very rarely. ③ The number of long positions added to IH contracts is greater than the number of short positions.
The revaluation has begun, and thermal power stocks have just taken off?
Currently, the PB of coal and electricity is still low