399381 CNI 1000 Energy Sector Index
- 2816.64
- +62.97+2.29%
The 2700 point level once again sees a billion-level buyback plan! And there are nearly ten companies disclosing their first buyback actions tonight.
① Fangda Carbon and Wens Foodstuff have announced their intention to buy back shares with a range of 0.5 billion-1 billion yuan and 0.9 billion-1.8 billion yuan, respectively; ② Tonight, China Petroleum & Chemical Corporation, Jiajiayue Group, Haizheng Biomaterial, Xishan Technology, New Journey Health Technology Group, Hubei W-olf Photoelectric Technology, D&O Home Collection Group, JIANKUANG Stock have announced the implementation of this round of share repurchases for the first time.
Quick Look at Mid-day Trading | The three major stock indexes in Hong Kong all fell, with oil and coal stocks declining; all three major oil companies saw a drop of over 5%, while Tianqi Lithium Corporation surged 12% against the market trend.
Network technology stocks generally fell, with SenseTime down nearly 3%, JD.com, Netease down nearly 1%, Tencent, Alibaba slightly down; Bilibili rose by over 1%, Meituan slightly rose.
Futu Morning News | Fed officials' dovish tone: Economic data support multiple rate cuts; Tesla's two-day cumulative increase of 9%! FSD is expected to be launched in China and Europe next year.
On the eve of the release of the key employment report in the USA, the ADP non-farm payrolls reached the lowest level since January 2021, while initial claims remain stable. Yellen: The labor market in the USA is still robust and continues to create employment opportunities. The Federal Reserve should not delay any longer! Economists at Morgan Stanley have changed their stance: there must be a major move in September.
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.
After reaching production or years of tens of billions of profit growth, two projects of China Shenhua Energy have been approved by the National Development and Reform Commission.
①The total investment exceeds 26 billion yuan, and the New Street No.1 and New Street No.2 projects of the china shenhua energy subsidiary have been approved by the National Development and Reform Commission; ②The construction scale of the two projects is 8 million tons per year, and the estimated annual profit after reaching production can be close to 6 billion yuan.
Huaibei Mining Holdings' half-year performance decreased by nearly 20% year-on-year. The company will improve its mid-term dividend mechanism in the future. | Interpretations
①Due to the decline in coking coal prices, Huaibei Mining's net income attributable to shareholders for the first half of the year was 2.935 billion yuan, a year-on-year decrease of 18.19%. The price of coking coal may continue to be lowered in the third quarter. ②The company will not distribute dividends for the middle of this year, and will improve the mid-term dividend mechanism by amending the Articles of Association in the future.
The increase in coal product quantity does not offset the decrease in price. Shaanxi Coal Industry's revenue and net profit in the first half of the year both declined year-on-year. | Interpretations
① Due to the impact of the year-on-year decline in coal prices, Shaanxi Coal Industry's revenue and net income for the first half of the year decreased year-on-year, but still exceeded 10 billion yuan; ② The company's Q2 net income attributable to shareholders increased both year-on-year and quarter-on-quarter, but non-recurring net income decreased year-on-year.
China National Offshore Oil Corporation (CNOOC) semi-annual report summary data has a large blank space. Update: The incorrect announcement has been replaced.
①China Oil's semi-annual report summary announcement on the evening of the 28th has a major omission in the disclosure of financial data and other core content; ②Late that night, the erroneous announcement has been replaced, and the data disclosure in the announcement has been made up in authoritative release sources and designated disclosure platforms.
Under the dual pressure of intensified losses in the coking business and continuous decline in coal prices, Shanxi Coking Coal Energy Group's net profit has dropped by 80%|Interpretation
①Due to the exacerbated losses in the core coking business and the continual decline in coal prices leading to a decrease in profits for the associated coal mining company, Shanxi Coking saw an 80% year-on-year decrease in net income in the first half of the year; ②CMC Huajin contributed investment income of 1.348 billion yuan to the company in the first half of the year, a 24.48% decrease compared to the same period last year.
Coal prices fell, and China Coal Energy's net profit for the first half of the year decreased year-on-year, but still reached nearly 10 billion yuan. Interpretations.
① China Coal Energy, a leading coal company with a total market value of over 170 billion yuan, achieved a net profit of 9.788 billion yuan in the first half of the year, a decrease of nearly 20% compared to the previous year; ② The company will distribute cash dividends to shareholders at a rate of 30% of the attributable net profit, with a dividend per share of 0.221 yuan.
Can deliver medicine, transport seafood! Low-altitude economic commercialization accelerates the casting of carbon fiber into the "skeleton" of drones | Frontline
①By the end of June, Fengyi drones have flown nearly one million flights, transported over 4.2 million items, and flown a total distance of nearly 5 million kilometers. ②The East China drone base has attracted about 38 industry chain companies covering manufacturing, application, and other sectors, with a total planned investment of 3.33 billion yuan. ③Currently, Sinopec Shanghai Petrochemical has a production capacity of 1500 tons/year of small tow carbon fiber and 6000 tons/year of large tow carbon fiber.
A quick overview during trading hours: Hong Kong stocks opened low and rose higher, with banks, insurance, and telecommunication sectors rising. Tencent's decline narrowed to less than 1%.
Network technology stocks varied, SenseTime rose more than 4%, NetEase rose more than 3%, Xiaomi Group rose more than 1%; bilibili fell nearly 3%, Kuaishou fell nearly 2%, Alibaba fell more than 1%, Tencent fell 0.7%.
Lead by SPD Bank, a credit of 5 billion yuan has been granted to purchase 51% equity of Tianyue Coal Industry... Wintime Energy issued 20 announcements on the eve of its resumption of trading | Speed Reading Announcement
① Tomorrow, Wintime Energy will resume trading and has announced plans to invest up to 0.35 billion yuan in acquiring 51% of Tianyue Coal Industry's equity. ② Today, the company also disclosed announcements related to Haizeitan coal mine receiving 5 billion yuan of syndicated loan credit, progress in acquiring mining rights for aluminum extracted from coal and other projects.
Annual earnings exceed 2 billion yuan, yet Wintime Energy is launching a stock price self-help campaign. How is the first-line production situation of the company? | Company research
① The Wintime Energy protection combination has attracted market attention, and the company's stocks will resume trading on Thursday, August 8th. ② Has Wintime Energy's stock price been mistakenly affected by emotions? How is the company's production situation? Caixin reporters bring you frontline coverage.
Futu Morning News | Economic data leads to recession speculation! Bond market pricing expects three interest rate cuts this year; US stocks experienced another "nightmare", Intel fell more than 20% after the market closed.
"New Fed Communication Agency": Regardless of whether they cut the interest rate or not, the Federal Reserve is inevitably involved in the US presidential election; Federal Reserve policy becomes the focus of earnings conference calls, and CEOs are worried about the economic outlook; hitting a new high! Gold futures temporarily broke through the 2500 mark, with the help of interest rate cut expectations and geopolitical turmoil.
Futu Morning News | AI revenue doubled YoY! AMD surged nearly 8% after-hours, leading the chip stocks rally; Media preemptively disclosed? The Bank of Japan may raise interest rates to 0.25% today.
US job openings in June were higher than expected, with significant drops in voluntary quits and hiring, and fewer layoffs; Israeli airstrikes in the southern suburbs of the Lebanese capital have killed 3 and injured 74.
Futu Morning News | Strongly recommended by Morgan Stanley! Tesla up nearly 6%; interest rate cut expectations rise, US bonds will see the longest consecutive rise in three years in July.
As the expectation of interest rate cuts rises, US bonds are expected to see the longest consecutive increase in three years in July; Goldman Sachs: Hedge funds are "surrendering" the sale of industrial stocks and continuing to rotate into energy and material stocks; Trump and Harris are competing to promote cryptocurrencies, and after the impact of bitcoin reached 0.07 million US dollars, it fell back.
Shareholder of Shanxi Meijin Energy received warning letter for failing to disclose shareholding risks in a timely manner. | Speed read announcement.
①Due to failure to fulfill the disclosure obligation in a timely manner after being aware of the passive reduction risk of holding company stocks, Shanxi Meijin Energy Holding shareholder received a warning letter from Shanxi Securities Regulatory Bureau. ②The company's performance is expected to be in deficit in the first half of the year, and the stock price has fallen by more than 30% since the passive reduction.
"Pre-emptive self-rescue" Wintime Energy plans to suspend trading for major matters, intends to increase repurchase and cancellation efforts | Speed Reading Announcement
①Within a week, Wintime Energy became the second company to announce a major event after Guangdong Highsun Group and plans to suspend trading from tomorrow; ②The company hit the limit down this morning and reached a minimum price of 1.01 yuan. In the afternoon, after the company announced an increase in the repurchase amount and a change in the repurchase purpose, the stock price surged significantly, with a turnover of over 1.8 billion yuan.
Quick glance at the market | Hong Kong stocks opened high and fell, resource stocks such as oil, coal, and non-ferrous metals weakened, and Sunny Optical Technology fell nearly 7%.
As of the time of writing, the Hang Seng Index fell by 0.39%, the Guo Index fell by 0.47%, and the Ke Index fell by 0.01%. Network technology stocks showed mixed gains and losses, with Meituan up nearly 3%, Xiaomi Group up over 1%, and Tencent up nearly 1%; Sensetime fell over 6%, Bilibili fell by nearly 3%, while Baidu and Kuaishou saw slight drops.