Express News | Zijin Mining Group: Plans to spin off Zijin Gold International for listing on the Main Board of the Hong Kong Stock Exchange.
Due to outstanding audit fees and important matters that need verification, five A-share companies may face difficulties in reporting their 2024 annual reports or risk being (Delisted).
① April 30 is the statutory deadline for disclosing the annual report. The 2024 Earnings Reports of *ST Hengli, Hubei Biocause Pharmaceutical, Shanghai Kinlita Chemical, Fujian Zitian Media Technology, and ST Xinchao are expected to be unable to be disclosed on time; ② According to the relevant rules of the Exchange, companies that cannot disclose the annual report on time may face (Delisted) risk.
The "Lithium Industry Twins" quarterly report is out; Tianqi Lithium Corporation has turned a profit, while GANFENGLITHIUM has narrowed its losses. How is the Industry performing?
① The first quarter reports of the "Lithium Industry Twins" are out; Tianqi Lithium Corporation turns losses into profits, while GANFENGLITHIUM narrows its losses. ② Although there are certain signs of recovery on the demand side, the previous mismatch between the capacity expansion and demand in the lithium carbonate Industry has not yet ended. According to comprehensive calculations by industry Institutions, the lithium carbonate market will continue to face a fundamental pattern of oversupply in 2025.
Nuclear Power is receiving a strong boost! The State Council has approved the Zhejiang Sanmen Phase III project and other Nuclear Power projects.
Analysis suggests that this is undoubtedly a significant Bullish factor for the Nuclear Power Industry Chain.
Gold prices are experiencing ups and downs; how are public funds operating? Zijin Mining Group has been bought the most, while Lao Pu Gold has seen a shareholding reduction, with more FOF heavily invested in Gold ETFs.
① In the first quarter, renowned players like Zhai Xiangdong, Dong Li, and Hu Xinwei made substantial increases in their holdings of Zijin Mining Group; ② Some fund managers are switching between individual stocks in the Gold Sector and AH Stocks, but some fund managers are reducing their shareholding in Golden Industrial Concept stocks, believing that there is pressure on valuations; ③ The Gold ETF has become the product with the highest number of funds holding it, and diversification and multi-dimensional allocation have become the main reasons, with some fund managers maintaining an overweight position.
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'