399319 CNI Resource Index
- 2352.12
- -18.44-0.78%
Wintime Energy's net profit in the first half of the year is expected to exceed 1 billion yuan, and the Haizeitan coal mine may become a new profit pillar for SMI Vantage. | Quick announcement
Wintime Energy's net income is expected to be between RMB 1.16 billion to RMB 1.26 billion in the first half of the year, a year-on-year increase of 14.54% to 24.41%. However, the company's stock price has been fluctuating above the 'face retreat warning line', and recently implemented both stake increase and buyback measures.
As gold prices hover at high levels, more central banks are planning to "sweep up" gold!
According to an annual survey by the World Gold Council (WGC), more central banks in developed economies plan to increase their gold holdings; In addition, more central banks in developed economies expect the share of gold in global reserves to rise in the next five years, while the share of the US dollar in global foreign exchange reserves will decline; The WGC's global central bank head said that this year, central banks around the world have shown a stronger convergence in their views on gold.
Futu Morning News | Strong upward trend! The S&P 500 index is called by institutions to reach 6000 points; "Hawkish" still exists! Federal Reserve officials: Whether to reduce interest rates still depends on several more data.
Microsoft, Nvidia and Nasdaq continue to refresh their highs, while the S&P index's bullish trend takes a pause; Adobe soared over 14%, and its target price was raised by several major banks after its earnings report; The first batch of generative AI application companies went public, and the "medical diagnosis" Tempus AI rose nearly 9% on its first day of trading.
"Forced Wind Incident" - CMOC Group Limited Chairman Explains IXM Trading Team | Inside Shareholders Meeting.
In mid-May, the "shortage storm" brought the cmoc group limited trading team, Ecson (IXM), into the spotlight; Yuan Honglin, director: always put risk control of the trading company in the first place, rather than blindly pursuing revenue and output.
Viewpoint | Once the short-term disturbance of oil prices exceeds its limits, the market will undergo self-adjustment.
CNOOC's cost control ability is one level better than its US counterparts, even if the oil price falls to 65 or even 60, it can still steadily gain profits.
Apple TV to enter China? Reportedly, Apple is negotiating with China Mobile.
It is reported that China Mobile will provide Apple TV+ service through set-top box, charged monthly, and the subscription revenue is shared by both parties. The video content may be available on Migu Video.
The billion-dollar project progressed slower than expected. Jiangxi Copper terminated the listing of its copper foil business.
① The copper foil industry is under pressure, processing fees continue to decline, and Jiangxi Copper has terminated the listing of its copper foil business; ② The company's previously planned copper foil project of over 10 billion yuan has not progressed as expected.
Jin Chengxin: Lubambi copper mine delivery matters are being promoted | Direct access to the results conference
① The company and the Lubambi copper seller agree to exercise their rights and perform their obligations normally in accordance with the agreement. Currently, the two parties are proceeding with this acquisition and settlement; ② Wang Qinghai believes that if it is possible to increase reserves through exploration, it is a more economical way to obtain resources.
CNPC cancelled its renewal, PricewaterhouseCoopers faced a “wave of chargebacks” from listed companies and audited hundreds of A-share 2023 reports
① CNPC announced the “cancellation of the renewal” of PricewaterhouseCoopers tonight, only 2 months since the company previously announced its proposed renewal; ② Recently, major blue chips such as China Insurance, China Railway, and China Merchants Bank “refunded” PwC; ③ In the 2023 annual report audit, PwC served a total of 107 A-share listed companies, including heavyweight industry giants and leading Chinese state-owned enterprises.
Northbound Capital Purchase Report: China Aluminum received a net purchase of 274 million yuan
Northbound Capital made a significant net purchase of 1,045 billion yuan today, which is a net purchase for 2 consecutive trading days.
Major carbon neutrality policy released, the share of recycled metal supply is expected to rise sharply
① The State Council issued the “2024-2025 Energy Conservation and Carbon Reduction Action Plan”. The plan requires optimizing the layout of non-ferrous metal production capacity. By the end of 2025, the share of recycled metal supply will reach more than 24%, and the proportion of direct alloying of aluminum water will increase to more than 90%. ② Domestic waste non-ferrous metal recycling is estimated to be close to 20 million tons by 2027, which can replace more than 1.1 billion tons of non-ferrous metal mineral resources.
Northbound Capital Purchase Report: Zijin Mining received a net purchase of 220 million yuan
Northbound Capital made a significant net purchase of 3.399 billion yuan today.
Establishing cooperation with central state-owned enterprises through the new energy business, the power leader recorded a 20CM rise and fall this week, institutions are intensively investigating related listed companies
① When surveyed by the agency, Jiuzhou Group said that it has seized the power plant construction opportunity and established good cooperation with central state-owned enterprises through the new energy business. Currently, it has obtained 1 GW of power plant indicators and approved projects. The company closed 20CM higher or lower on Friday. ② Sort out the industry sectors that institutions are most concerned about this week (attached table), the list of listed companies (subsidiary shares), and the latest research on the power industry.
Chinese assets have ushered in a lot of good news!
Today, although the major indices of A-shares and Hong Kong stocks have not increased much, individual stocks have shown a general upward pattern. The money-making effect on the market is obvious, and concept stocks such as PV, real estate, and AI PCs have collectively strengthened.
Donghua Energy officially started construction of a 10,000-ton carbon fiber project that spent nearly 3.5 billion dollars to transform polymer composites
① Donghua Energy's 10,000-ton carbon fiber project has a total investment of 3.465 billion yuan, which can achieve an annual production capacity of 8,000 tons of high-performance carbon fiber and 23,840 tons of polyacrylonitrile powder. ② The company stated that it will position mass production of T1000 grade carbon fiber and build a distributed carbon fiber ecological collaborative development cluster. ③ Analysts say that the carbon fiber industry faces an imbalance between supply and demand due to blind expansion of production, but there is great potential for application in the field of new energy sources.
A quick look at the Hong Kong market | The three major indices fluctuated and closed higher. Non-ferrous metals stocks rose across the board, China Gold International rose nearly 8%, and China Silver Group soared more than 54%
Auto stocks rose one after another. Xiaopeng Motor rose more than 7%, Zero Sports Auto rose nearly 7%; coal stocks rose one after another; Yancoal Australia rose nearly 6%, and China Coal Energy rose nearly 4%.
Hong Kong Stock Afternoon Review | The three major indices rose one after another. Auto stocks and gold stocks strengthened. Xiaopeng Motor rose nearly 8%, and Lingbao Gold rose more than 10%
Technology Network stocks had mixed ups and downs. Jingdong rose more than 3%, Baidu fell nearly 3%; copper stocks rose sharply, Wanguo International Mining rose more than 7%, and Minmetals Resources rose more than 6%.
Opinions | Analysis of the impact of the Hang Seng Index and Hong Kong Stock Connect adjustments
The scope of this adjustment covers the main flagship indices of Hong Kong stocks, such as the Hang Seng, the State-owned Enterprises Index, and the Hang Seng Technology Index; in addition, there are also partial adjustments to the Hang Seng Composite Index, which directly determines the scope of investment in Hong Kong Stock Connect.
Remote areas can “share” network signals with the three major operators and China Radio and Television to launch commercial promotion of 5G cross-network roaming
At the 2024 World Telecom and Information Society Day conference, China Telecom, China Mobile, China Unicom, and China Radio and Television jointly announced the launch of commercial promotion of 5G cross-network roaming, which marks a new stage in 5G cross-network roaming.
Is its trading company caught in a “vortex of emptying” New York copper? Luoyang Molybdenum Industry issued a response
① This week, the New York copper market experienced an epic round of shorting; ② In this round of crazy shorting, Luoyang Molybdenum's trading company Exxon (IXM) was also reported by the media to be in a “vortex” due to holding a large number of short positions; ③ Luoyang Molybdenum plummeted by about 5% in the A-share market on Thursday. Luoyang Molybdenum Industry officially issued a statement to respond to this on Thursday.