AVIC Aviation High-Technology: The commercial engine composite materials field is a new business growth point for the company. | Earnings conference in focus.
1. The commercial aircraft engine composite materials field may become the company's new business growth point; 2. The honeycomb product has been certified by Airbus and has achieved exports, and the current order volume is stable.
Zhenhua Fengguang: In the first half of the year, 49 new products have been tested and supplied. Will timely invest in mergers and acquisitions around the upstream and downstream of the integrated circuit | Direct hit earnings conference
①Hu Rui, the director, general manager, and secretary of the board of directors, stated that the company's performance declined in the first half of the year, mainly due to adjustments in tax incentives and price reductions for products. ②Hu Rui mentioned that at the appropriate time, the company will invest in and acquire high-quality enterprises in the integrated circuit industry. ③In the consumer goods sector of market concern, Zhenhua Fengguang has made progress in the commercial satellite field and plans to expand its component business in the automotive sector.
"Red envelope rain" is coming! More than 100 listed companies have announced their interim dividend plans this year. The list of top stocks in terms of per-share dividend payouts in July is also disclosed.
Within this year, 147 A-share listed companies have announced their interim dividend plans. Action Education, National Museum of China Electronics, and Autel Intelligent Technology Corp., Ltd. will distribute dividends of 1 yuan, 0.51 yuan, and 0.4 yuan per share, respectively. Please refer to the list of listed companies disclosed in July for the interim dividend per share (pre-tax).
The 1 billion private placement has been able to rank in the top 20, and the total fundraising for private placements within the year accounts for less than one third of the same period in the past three years, with weakened profitability.
1. Wencan Group raised 1 billion yuan in a private placement and was able to rank among the top 20 companies in terms of funds raised before listing; 2. Six public funds contributed half of the total funds raised, but the profit-making effect decreased; 3. A total of 56 listed companies completed private placements and raised a total of 71.276 billion yuan in the year, which was less than one-third of the total funds raised during the same period in the past three years, and the number of listed companies completing private placements was less than half of the same period in the past three years.
The demand for ai is growing rapidly in the field of artificial intelligence, and high-end MLCC products continue to be sold in large quantities.
Nvidia's next-generation Blackwell GB200 server and WoA AI-enabled laptops will enter mass production and shipment in the third quarter of the year, driving up the shipment volume of high-capacity multilayer ceramic capacitors (MLCC) and further pushing up the average selling price of MLCCs.
Contract signing progress is below expectations, North Navigation Control Technology's H1 performance is expected to go from profit to loss according to the announcement. Speed read.
Due to factors such as the progress of contract signing and technological status, North Navigation Control Technology may face its biggest loss since going public in H1. The company is expected to have a net income attributable to the parent of -68 million to -78 million yuan in the first half of the year.