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Shanghai is making moderate advancements in the layout of hydrogen-based energy, and policies are expected to promote a double increase in both supply and demand in the hydrogen energy market.
① The General Office of the Shanghai Municipal People's Government issued the "Work Plan for Innovative Development Led by New Energy Storage Demonstration in Shanghai (2025-2030)", focusing on green alcohol and green ammonia, with a long-term goal of forming four hydrogen-based Energy bases in the Lingang New Area, Jiading District, Chemical Zone, and Shanghai Waigaoqiao Free Trade Zone Group. ② Zhang Jin from Huabao Securities believes that with the implementation of related policies, the supply and demand in the "production, storage, transportation, and use" segments of the hydrogen energy market are expected to see a double increase.
Microsoft announced the use of green hydrogen to power Datacenters. Institutions recommend paying attention to the upstream hydrogen production segment.
①Microsoft announced that it has reached an agreement with ESB, where the power control and management building of the datacenter located in Dublin will be powered by zero-emission green hydrogen energy. ②Caitong stated that the green hydrogen sector has attributes of high growth and significant potential, and that the large-scale development of domestic and international green hydrogen projects will allow the electrolysis and compressor segments to fully benefit from the growth.
In January, lithium battery companies' production scheduling improved, and the supply-demand relationship is expected to continue to improve after the Spring Festival.
① Recently released data from Shenzhen GaoGong Industry Research Institute indicates that lithium battery companies are expected to adjust their production schedules upwards in January 2025. ② A Research Report from Soochow states that production is expected to rebound rapidly after the Spring Festival, and the supply-demand relationship will continue to improve.
The expectation of rising prices for Anode Material is gradually emerging, and Analysts say that the prices of Lithium Batteries may have already bottomed out.
① According to multiple interviews by the Financial Association reporters, the expectation of price increases in the Anode Material industry is gradually emerging. An Analyst predicts that some models of Anode Material may see slight increases in Q1 next year, with leading companies' processing fees expected to rise by 500 to 1000 yuan/ton in January. ② Citibank Analysts released a research report stating that Lithium Battery prices may have bottomed out and could see slight increases by 2025.
Lithium battery companies face obstacles in going overseas! Shanghai Putailai's investment of 0.1 million tons in Anode Material in Sweden was rejected, and plans to appeal will be proposed | Quick read the announcement.
① Shanghai Putailai New Energy Technology plans to terminate the implementation of the 0.1 million ton Anode Material integrated production base project in Sweden; ② The company cannot fully agree to the conditions proposed by the Swedish Strategic Product Surveillance Authority concerning the company's planned investment project under the Swedish Foreign Direct Investment Law; after unsuccessful negotiations, the investment project was not approved; ③ The company intends to appeal to the Swedish government and will continue to monitor overseas markets, looking for opportunities to establish overseas production capacities.
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.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Witness history! The sse composite index surged by 10%! All A-share brokerages hit the limit up! Semiconductors almost all hit the limit up.
After the National Day holiday, the A-share king is back!
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.
Shanghai Putailai New Energy Technology Director Liang Feng: It is expected that there will be limited room for price reduction in the future for anode materials | Focus on the earnings conference.
① Mr. Liang Feng, the Chairman of Shanghai Putailai New Energy Technology, said that due to reduced profits and tightened financing, the speed of new capacity investment in the industry has slowed significantly, and it is expected that there is limited room for further price decrease in the future; ② In addition to anode materials, investors have a high level of interest in Shanghai Putailai's layout of "next generation" battery materials, including silicon-carbon anode and solid-state electrolyte.
Sunstone Development and Geely are planning to jointly invest 1.7 billion yuan to construct a 600kt/a pre-baked anode carbon project, with the capital increase 'boot' now in place. Quick announcement reading.
① After the project is put into production, under the same conditions, Nippecraft purchases pre-baked anodes from the Tiandong Baimine of no less than 0.25 million tons annually; ② The project is expected to achieve an annual output value of 4.5 billion yuan after completion and reaching production capacity, and the total annual profit distribution shall not be less than 30% of the distributable profits realized in that year; ③ Sunstone Development stated that there is still a supply gap for pre-baked anodes in the Southwest region and that overseas pre-baked anode production capacity is entering a renewal cycle.
With AI drive and demand picking up, China's semiconductor industry is expected to maintain high-speed growth.
The 12th (2024) Semiconductor Equipment and Core Components Exhibition will be held from September 25th to 27th at the Wuxi Taihu International Expo Center. Guoyuan Securities' Cheng Zhouhang said that the growth rate of China's semiconductor industry is strong, leading the global market, and the future global market share will continue to rise under the trend of domestic production.
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.
Baoshan Iron & Steel is investing over $4.5 billion in the Saudi thick plate project and increasing its workforce. Listed companies are flocking to explore the Middle East. | Quick announcement.
Baoshan Iron & Steel announced a joint investment with Saudi Aramco and PIF to establish a Saudi Thick Plate Company, with a total project investment of 4.543 billion US dollars; under the Saudi 2030 vision, more and more listed companies are going to the Middle East and building local manufacturing capabilities in the hot field of new energy.
The biggest beneficiary of Microsoft's blue screen has emerged.
"Windows Blue Screen" accelerates changes in the operating system and cybersecurity industry.