Express Logistics
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Express delivery volume and prices have fallen again! YTO's "Number One Project" achieves cost reduction and profit increase for its outlets | Company research.
①Reporters have learned from visits that YTO's Baode Road branch in Jing'an District has turned losses into profits with the support of the 'Number One Project', with a 40% year-on-year increase in volume. ② The branch has reduced costs and increased profits, improved stability, and can avoid risks of supply chain interruption, which is beneficial for YTO to enhance the overall stability of the supply chain. ③ Industry insiders believe that under the scale effect, costs have decreased, and single-ticket revenue has also decreased. Value-added services may support unit prices.
Gross margin declined and R&D investment increased, Thunder Software Technology's H1 net profit decreased more than 70% year-on-year | Interpretation of financial report
In H1 2024, Thunder Software Technology achieved revenue of 2.401 billion yuan, a year-on-year decrease of 3.39%; net income attributable to shareholders of 0.104 billion yuan, a year-on-year decrease of 73.1%. Due to the long acceptance cycle of the car manufacturers and the untimely shipment of some models, the growth rate of the smart automobile business has slowed down. The company stated that it will continue to expand into the global market and invest in innovative applications.
In the first half of the year, the net income of SWEI increased by more than 50%, and the growth of non-clothing trinket categories accelerated. | Interpretations of Financial Report
① In the first half of the year, Saivetime's revenue and net profit both doubled; ② On the channel side, the growth rate of emerging platforms is significant; ③ The company responded to the rise in sea freight prices by accumulating premiums and connecting to Amazon's first-mile service.
Zhejiang Dahua Technology's H1 net profit declined for the first time, and overseas revenue exceeded domestic revenue for the first time.|Interpretation of financial report
1. Zhejiang Dahua Technology achieved a net income of 1.81 billion yuan in the first half of the year, a year-on-year decrease of 8.42%; 2. Overseas income increased by 9.08% year-on-year, accounting for 50.35% of the revenue; 3. The gross margin of smart IoT products and solutions, as well as innovative business, all decreased year-on-year.
Apple is stepping up the development of household robots. The development of the robot industry is entering an accelerated period.
According to media reports, Apple's R&D team is intensively developing a household robot that combines iPads and robotic arms, with the project codenamed J595. The innovation aims to create a product that combines smart home control and video conferencing functions. Zhonghang Securities estimated that the accumulated demand for humanoid robots in 2030 is expected to reach about 2 million units, corresponding to a market space of about 570 billion yuan.
Legendary ending! Tan Xuguang, 63-year-old director of Weichai Power, retires.
On the evening of August 12, Weichai Power announced that Tan Xuguang retired due to age, who was once famous for his iron-fisted reforms. Now, Shandong Heavy Industry's chairman and general manager, as well as the chairman of Weichai Power, are replaced by Man Shengang, Wang Zhijian, and Ma Changhai, respectively.
More than 1,800 A-share listed companies have implemented buybacks since the beginning of this year, with a total amount exceeding 110 billion. The individual stock buyback ranking has been released.
Within the year, 1,805 A-share listed companies have implemented repurchases, with a cumulative repurchase amount exceeding 100 billion yuan. S.F. Holding's repurchase amount is ranked first, reaching 2.001 billion yuan. Wuxi Apptec and Sanan Optoelectronics both have repurchase amounts exceeding 1.9 billion yuan. See the attached table for the ranking of repurchase amounts of A-share listed companies within the year.
Nvidia's H800 GPU module trade dispute caused a freeze of 0.283 billion yuan for Super Telecom. | Quick announcement.
Super Telecom tentatively determined that the bank account froze 0.283 billion yuan may be caused by a creditor-debtor dispute over the trade of NVIDIA H800 GPU module by the client. The reporter learned from Tianyancha that Inspur Software Group and A-share company Inspur Electronic Information Industry and Inspur Software are all under Inspur Group Co., Ltd., and Jining Ninghua has multiple risk warnings.
The director of the National Bureau of Statistics has once again spoken out, and the intensive release of policies has catalyzed the development of the data industry.
On the theme news conference of promoting high-quality development held by the State Council Information Office on the 22nd, Liu Liehong, Director of the National Bureau of Statistics, stated that it is necessary to cultivate and strengthen data enterprises, improve the service ecology of data circulation and transaction, and create a competitive and prosperous data industry. Oriental Securities research report pointed out that the mode of data factor circulation, development, operation, and realization is gradually becoming mature, and investors' attention to data factors will also gradually increase.
Triggering a surge in the limit-up trend, Shanghai State-owned Enterprise Reform Stock has shown its outstanding performance! The 'Double-qualified' leading stock has achieved 7 consecutive daily limit-up.
Today, concept stocks related to the state-owned enterprise reform in Shanghai are performing well. As of the time of writing, Shanghai Jin Jiang Online Network Service has consecutively hit its daily limit for 7 days, while Shanghai Foreign Service Holding Group, Shanghai Fudan Forward S&T, Shanghai Material Trading, Shanghai Jiao Yun Group, and Y.U.D. Yangtze River Investment Industry have all also reached their daily limit.
How can the express delivery industry emerge from the shadow of low prices? Sto express co.,ltd. proposes to increase production capacity and provide value-added services to show profits | Company research
① According to Caixin reporters, since the beginning of this year, the delivery volume of STO Shanghai Songjiang New City company has increased by 30% year-on-year, and the daily delivery volume of its Shanghai transfer center in the first half of the year has increased by 40%. ② STO headquarters has increased investment in transfer centers, and it is expected that the normal throughput capacity can exceed a daily average of 75 million units within the year. ③ It is said that the growth rate of express delivery will maintain a double-digit growth in the next 1-2 years. By providing value-added products and increasing unit prices, this will bring profit space.
Shanghai is promoting the renewal of auto consumption, and the second-hand car market is expected to usher in high-speed growth.
Shanghai has released the "Action Plan for Accelerating Automobile Renewal Consumer (2024-2027) in Shanghai", which specifies that the average age of second-hand cars in Shanghai will be reduced by one year by 2027. The volume of second-hand car transactions will reach 0.9 million units, an increase of 50% compared to 2023.
Changsha supports the adjustment of eligible apartments to residences, and the bullish real estate policy continues to increase.
Changsha City issued a notice on the matters related to supporting the adjustment of apartment and other residential commodity houses to residential buildings, clarifying that apartments and other residential commodity houses with difficulties in development and circulation can be adjusted to residential buildings according to regulations and procedures after being proven feasible under the premise of ensuring the carrying capacity of public service facilities and basic supporting facilities.
Tesla will showcase its latest achievements in humanoid robots. Institutions claim that the progress of industrialization is expected to exceed expectations.
Journalists from Star Daily learned that Tesla will showcase its Cyber Off-Road Traveler, Optimus humanoid robot, FSD latest achievements and more during this year's World Artificial Intelligence Conference (to be held on July 4-6). Zhejiang Merchants Securities expects that 2024 will be the first year of small-scale production of humanoid robots in the industry, and the progress of industrialization landing is expected to exceed expectations.
Leading company secures three consecutive board. The A-share semi-annual report market is deepening, with 8 listed companies' net profit doubling year-on-year.
Shenzhen Kaizhong Precision Technology closed with 3 consecutive boards on Thursday with the highest net income increase of more than 14 times in the first half of the year. Suning.com Co.,Ltd. is expected to hit 3 consecutive circuit breakers during Friday's trading with the expected return to profitability in the second quarter. Espressif Systems closed with a 20cm limit up on Thursday with a net profit increase of 123.51% YoY expected for January to May. Listing of brokerage research reports and latest comments on companies with net profit forecasts for the first half of 2024 increasing by over 100% (see table).
After turning losses around and repurchasing, the stock price of suning.com co.,ltd. is on the verge of reaching 1 yuan, and it has released consecutive bullish signals | Speed read announcement.
① Suning.com Co.,Ltd. announced its plan of shareholding buybacks and expects to turn losses into profits in the second quarter. ② Recently, the stock price of Suning.com Co.,Ltd. has been falling continuously, and investors are concerned about its entry into the delisting process. In addition to the bullish announcement mentioned above, Suning.com Co.,Ltd. has just announced the plan of executives' shareholding.
Rapid iteration and updates in the AI+ siasun robot&automation field, with bullish institutions expecting explosive market growth.
The first all-weather intelligent laser weeding robot in China, developed by Harbin Institute of Technology's Robot Laboratory in collaboration with Huagong Tech, is currently undergoing field trials in Aihui District, Heihe City. Soochow Securities believes that with the background of the great improvement in global computing power algorithms, the rapid iteration and update in the AI+robot field is expected to generate explosive incremental markets in the robot sector.
Facing delisting but receiving takeover bids, Huawen Media Group launches 1 yuan defense battle! Hainan State-owned Assets become the rescuer.
Hainan Lianhan, a state-owned enterprise in Hainan, has acquired 5.0004% of Huawen Media Group's shares within three days, and has achieved holding; Huawen Media Group's stock price has been below 1 yuan/share for several consecutive days, and is currently in danger of delisting; over the past six years, Huawen Media Group's non-deductible net income reached a cumulative loss of 9 billion yuan.
The low-altitude economy is accelerating in various regions, and this segmented field is expected to lead the way in expanding sales volume.
Open source securities believes that in 2024, logistics drones are expected to become the first scenario to increase production in the low-altitude economy, benefiting from the opening of low-altitude airspace for drones, accelerated airworthiness approval for medium and large-sized drones, local government subsidies, and viable business models.
Nvidia is about to host AI Summit AI or bring new opportunities to industrial digitalization
① According to media reports, NVIDIA will hold an AI summit on June 5 to discuss in depth the practical application of AI in manufacturing, healthcare, research, etc. ② Galaxy Securities believes that the development of artificial intelligence has brought new opportunities for industrial digitalization.