Shipping leader takes action! Cosco Shipping Group's 4 listed companies have announced plans to increase stake & buy back, all of which will use special loans. | Quick announcement
1. Leading shipping companies in the COSCO group, COSCO Shipping Holdings, COSCO Shipping Development, COSCO Ship Engy, and COSCO Shipping Specialized Carriers announced tonight a collective increase stake & buy back plan; 2. Earlier, several port and shipping listed companies in the China Merchants group also announced increase stake & buy back plans.
China Internet Security Association suggests reviewing intel products! The cybersecurity sector may see strong event catalysts.
① China Cybersecurity Association stated that Intel's security vulnerability issues are frequent. It is suggested to conduct a cybersecurity review of Intel's products sold in China to effectively safeguard China's national security and the legitimate rights and interests of Chinese consumers. ② Sinolink Securities research report pointed out the investment opportunities for the cybersecurity sector in the medium to long term. Individual stocks in the cybersecurity sector have been adjusting continuously for three years. The current sector combines cost-effectiveness and an outlook for a turnaround in difficult situations.
Express News | This morning, the chairman of the board proposed a stock repurchase announcement for the listed companies in the China Merchants Group.
China Mobile has entered the game! The four-legged robot dog has arrived.
①China Mobile showcased its self-developed humanoid robot for the first time, which is expected to mainly serve household scenarios in the future, with formal commercial use expected in 3-5 years; ②China Mobile is planning to pilot the deployment of humanoid robots for simple tasks in semi-structured scenarios in retirement homes or communities next year.
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.
Row Shaoyang from China Telecom Research Institute: Smart computing applications are accelerating their penetration from the internet to the entire industry.
By the first half of 2024, China's total computing power reached 246 EFLOPS, with the scale of intelligent computing accounting for over 30% of the total computing power. Ra Shaoyang believes that intelligent computing, as a new type of information infrastructure, will exhibit characteristics of scaling, platformization, and greenization in future development.
Xiamen Xiangyu Shipbuilding business is "hot", will re-evaluate and adjust the follow-up cooperation with Delong Nickel Industry | Direct hit earnings conference
①According to the subsequent production and operation of the Delong company, we will re-evaluate and adjust the cooperation with the Delong side. ②The shipbuilding business in Xiamen Xiangyu is "booming", with record high deliveries and production in the first half of the year.
China UnionPay was listed by China Telecom for "clearance", with a minimum price of 0.021% equity transfer for 36.3 million yuan, corresponding to a total valuation of 172.8 billion yuan.
1. China UnionPay's 0.021% equity transfer listing price reaches 36.3 million yuan, corresponding to a total valuation of over 170 billion yuan; 2. China Telecom plans to exit China UnionPay, and the company is also listing the clearance of equity of several other financial institutions.
The 'Action Plan' for promoting the entry of medium and long-term funds into the market is released! Each of the five major categories of long money has its own arrangement.
1. "Long-term and long-term investment" has received guiding opinions, with two departments offering three major measures; 2. What are the obstacles for mid-to-long-term funds entering the market? How to break through? Each of the five categories of funds has new highlights.
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%.
Intraday overview | The three major indices are rising strongly! The ChiNext Index surged more than 2.5%; technology stocks, mainland real estate stocks are collectively strong, with R&F Properties surging nearly 14%, and Kuaishou rising more than 6%.
Network technology stocks collectively rise, with Kuaishou up over 6%, jd.com up nearly 6%, bilibili up over 4%, alibaba, baidu up over 2%, Meituan up nearly 2%, Tencent up over 1%.
Artificial intelligence brings profound changes. The education industry is expected to benefit from both technological and policy advantages.
The First International Conference on AI Teacher Education (ICAITE 2024) will be held in Beijing, China from October 12th to 14th, 2024. Zhang Liangwei of Soochow Securities believes that the education industry is expected to benefit from the dual bullish factors of AI technology advancement and non-disciplinary training policies.
Futu Morning News | The "arrow" of interest rate cuts is on the string! The hawkish voting committee suddenly released a dovish signal, and the market increased its bet on a 50 basis point interest rate cut; Tesla rose more than 4% against the market and
Fed Beige Book: More regional economic activity is stagnating, price pressures are stabilizing; Alleged to be facing antitrust investigation, Nvidia says it has not received a subpoena from the U.S. Department of Justice; C3.ai falls over 16% after hours, Q1 subscription revenue for fiscal year 2025 falls short of expectations.
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.
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.
The largest batch within the year! 117 domestic games have been approved for release, including NetEase and other listed game companies.
Following the approval of 15 imported games at the beginning of the month, 117 domestic games were issued with licenses this month, making it the month with the highest number of domestic game licenses issued so far this year.
Received investment from China Mobile, another step forward for the listing of Honor.
Honor stated that China Mobile Communications Co., Ltd. is an investment in Honor that has good synergies in the innovation of personal and home terminal markets. Honor plans to launch the corresponding stock system reform in the fourth quarter of this year, and then start the IPO process in due course.
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.
Using baijiu (Chinese liquor), old computers, and used cars to "offset debts" for students, is Offcn Education Technology's "no-questions-asked refund" policy reaching its breaking point?
① Offcn Education Technology in Jiangsu, Zhejiang, Hubei and other places have encountered the phenomenon of "refund difficulties". ② Offcn Education Technology has poor cash flow, and the company is currently facing pressure from poor profitability of its main business and excessive debt. ③ Li Yongxin stated that refund issues have arisen due to his own decisions and external environmental factors.