399381 CNI 1000 Energy Sector Index
- 3114.70
- +25.00+0.81%
50 billion Honghu Fund's new move: buy shares of Inner Mongolia Yili Industrial Group and Shaanxi Coal Industry, targeting high-quality large cap blue chip stocks.
China Life Insurance and New China Life Insurance jointly initiated the establishment of the 50 billion Honghu Fund, which appeared in the top ten shareholders list of Inner Mongolia Yili Industrial Group and Shaanxi Coal Industry, with shareholding ratios of 1.88% and 0.72% respectively. In terms of investment, Honghu Fund prefers to invest in high-quality large market cap blue chip stocks, especially stocks with high dividend yields.
Futu Morning Post | Chinese concept stocks lead the US large cap market! The Jinlong index rose by more than 4%; Nomura warns: the market is hedging excessively against Trump trade, may see a 'Harris accident'.
Apple released the iMac with the M4 chip, the first batch of AI features officially implemented; US oil plunged by over 6%, the worst in over two years, Citigroup lowered its oil price target; Bitcoin traders once again look to surpass the $0.07 million mark, with funds flowing into US etf.
Bullish! China's assets target price has been repeatedly raised by foreign investment, how will it evolve in the future?
In the past two trading days, the A-share and Hong Kong stock markets have both rebounded, with the target prices of many listed companies successively raised by foreign institutions. Going forward, how will the assets in China perform?
Oil prices fell, dragging down Sinopec's Q3 net profit by 52.1% year-on-year, while CNOOC's revenue declined | Financial Report Review
In the third quarter, Sinopec's net income fell sharply, with a significant decrease in inventory income year-on-year under the rapid decline in oil prices, as well as a slight narrowing of refining product gross margin; CNOOC's revenue decreased year-on-year, but net production and net income increased significantly year-on-year, with significant cost advantages.
Express News | CNOOC's net income for Q3 was 36.928 billion yuan, a 9% year-on-year increase.
The coal volume and price both fell sharply, shanxi coal international energy group's net profit in the first three quarters fell by nearly 50% year-on-year |interpretations
shanxi coal international energy group's net profit in the first three quarters was 2.082 billion yuan, nearly halved year-on-year; However, the company's own coal production, sales volume, and coal cost in the third quarter all improved compared to the previous quarter.
China Shenhua Energy's Q3 revenue increased by 3.4% year-on-year, and net income increased by 13.8% year-on-year.
In terms of profit, although Q3 grew by 13.8% year-on-year, the profit for the first three quarters decreased by 3.7% year-on-year. The increase in profit was mainly due to cost control and other income gains.
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.
Unveil! With huge trading volume, which A-shares are institutions chasing after?
The heat of A shares is still continuing!
A fine of 15 million yuan! guizhou panjiang refined coal's major safety incident administrative penalty settled | Quick announcement
①Guizhou Panjiang Refined Coal's significant administrative penalty for last year's Shanjiaoshu Coal Mine accident has been finalized, with the mine's production capacity at 3.1 million tons/ year; ②In the first half of the year, due to factors such as high safety pressure, the company's commodity coal production and sales volume decreased significantly year-on-year.
Midday Recap | Hong Kong stocks continue to surge! The Hang Seng Index is up more than 2%; network technology and automotive stocks are performing well, with xpeng rising by about 10% and alibaba reaching a new high in over a year.
Most network technology stocks rose, with SenseTime leading the gains with a more than 6% increase, Bilibili up nearly 4%, Alibaba up more than 3%, Meituan up nearly 3%, Netease and JD.com up more than 1%, and Tencent up nearly 1%.
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.