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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.
Jiangsu Baichuan High-tech New Materials' "2GWh battery project with an annual output" was slow to start production and the company's production capacity utilization rate was low last year. | Quick Read Announcement
Jiangsu Baichuan High-tech New Materials announced that the '2GWh lithium-ion battery and battery pack project' has entered mass production. Prior to the disclosure of this information, the market had already reacted, and Jiangsu Baichuan High-tech New Materials had the highest net daily purchase amount in the stocks listed on the daily Dragon and Tiger List. According to the company's annual report, the utilization rate of the company's existing lithium-ion battery production lines was not good last year, and lithium battery prices have remained under pressure recently.
Is spin-off listing becoming less popular? Four A-share companies terminated their spin-off plans in one night.
Four companies, including Zhejiang Jingsheng Mechanical & Electrical and Baoshan Iron & Steel, terminated the listing of their spun-off subsidiaries tonight. The reasons for termination include market environment, self-development, and capital market operation planning. The performance of the subsidiaries planned for spin-off and listing in the past three years has been mixed.
Using AI to “explode” the factory to explore the AI cloud-based operation workshop of Baosteel's automobile board production line | High quality development research project
① This year is the first year Baosteel Co., Ltd. comprehensively promoted the AI strategy. The goal is to achieve 100 scenario applications, covering AI production line control, AI visual recognition, and AI intelligent decision-making. ② Baosteel has established an AI computing power center and formed a digital intelligence team. Currently, data resources from various manufacturing bases are being concentrated to verify the effects of large models on the electrogalvanized automobile sheet production line.
The Ministry of Industry and Information Technology plans to guide lithium battery companies to reduce production capacity and expand, and the industry is expected to reverse ahead of schedule
On May 8, the Ministry of Industry and Information Technology publicly solicited opinions on the lithium battery industry specifications and administrative measures (draft for comments). The draft for solicitation of comments mentions guiding enterprises to reduce manufacturing projects that simply expand production capacity, strengthen technological innovation, improve product quality, and reduce production costs.
Soda Ash Tracking Artifact Tutorial: Yuanxing Energy Answers Investors' Questions
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