Market cap management is making significant progress! The list of A-shares with over 100 million buybacks and high dividends that are trading below par is here.
① Industry insiders believe that under the catalyst of relevant policies, undervalued stocks are expected to achieve valuation recovery. As of the market close on November 29, there are a total of 364 undervalued stocks. Among these, only 10 stocks have repurchase amounts exceeding 0.1 billion yuan this year and a dividend yield of over 3% in the 2023 report; ② Attached is the list of A-shares that are undervalued stocks with over 100 million repurchases and high dividends.
Another major battery player is entering the solid state battery industry, which may give birth to significant investment opportunities.
eve energy co.,ltd. expressed on the interactive platform that the company has already carried out technical layout in the field of solid state batteries and made relevant industrial planning. The company plans to achieve a technological breakthrough in 2026, launching high-power, high environmental tolerance, and absolutely safe all solid state batteries, mainly used in the hybrid power field.
After being imprisoned at the age of 60, Zhou Dehong plans for the third time to transfer jiangsu baoli international investment. Can Chizhou state-owned assets successfully take over? | Quick Read Announcement
① The actual controller of jiangsu baoli international investment, Zhou Dehong, is planning to transfer the company's control, with the counterpart being a fund invested by the State-owned Assets Supervision and Administration Commission of Chizhou City; ② Zhou Dehong was sentenced to prison in 2022, and since last year, he has planned two changes in control, but neither has been successful; ③ In recent years, Chizhou's state-owned assets have invested very little in A-shares, and the only listed company controlled is anhui jiuhuashan tourism development, which was transferred from provincial state-owned assets last year.
In the third quarter, the loss amount is close to the annual level of last year. How to solve the "dilemma" of the steel industry? Suggestions from the industry recommend actively reducing production.
① In the third quarter, losses in the steel industry intensified, with 21 out of 27 listed steel smelting companies recording losses, totaling over 14.5 billion yuan in losses, the quarterly loss total approaching last year's full year. ② Industry insiders believe that the main reason for the losses is the steel industry's own overcapacity, poor industry self-discipline, failure to actively limit production, product oversupply, continuously declining steel prices, slow decline in raw materials, and severe industry profit compression.
Steel prices continue to fall, gross margin decreases, baoshan iron & steel Q3 performance drops by 60% | Interpretations
Due to the steel price drop exceeding the drop in raw material prices, the profit margin continues to shrink, baoshan iron & steel's third-quarter performance declined by more than 60%. At the same time, due to the decrease in steel production and sales volume in the third quarter, as well as the impairment of assets extracted by the company in the third quarter, the changes in the above two aspects of operation and financial data also have a certain impact on the company's performance.
Central enterprises frequently take action! This week's list of companies disclosing stock repurchase, shareholding increase, and A-share refinancing.
① This week, the share buyback and shareholding loan continued to land. According to incomplete statistics from Caijing.com, 21 A-share listed companies announced the disclosure of repurchase, shareholding, and re-loan related information (see table). ② State-owned enterprises under the 'China Merchants Group' continued to disclose loan support this week after announcing share buyback or shareholding plans last week. In the secondary market, Sunvim Group and Shangtai Technology announced the acquisition of special loans and closed limit up on Friday after receiving the loans.