New Materials
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"Photovoltaic shovel sellers" are lamenting as the performances of the three giants in the diamond wire industry plummet | Interpretations
① This evening, the three giants of diamond wire, Yangling Metron New Material, Changsha DIALINE New Material Sci.&Tech., and Hunan Yujing Machinery collectively released performance forecasts, indicating a significant decline in performance for 2024. Regarding the performance decline, the three companies all mentioned the impacts of the cyclical adjustments in the photovoltaic Industry. ② Currently, the production of silicon wafers has not shown improvement. Looking ahead, many companies are turning their performance enhancement points towards non-photovoltaic Business.
2.28 billion "integrated project" has failed. Ningbo Bohui Chemical Technology: cost of goods sold has significantly increased, and a loss is expected in 2024 | Quick announcement.
① Eleven months after signing the investment cooperation agreement, the integrated project for 1.6 million tons/year of New Materials and high-end Chemicals, in collaboration with the Ningbo Economic Development Committee, has been canceled; ② Ningbo Bohui Chemical Technology stated that due to significant changes in the current internal and external environment, there is considerable uncertainty in the continued implementation of the integrated project; ③ In 2024, Ningbo Bohui Chemical Technology expects a loss of 0.235 billion yuan to 0.411 billion yuan, and the total tax amount to be supplemented by the company is 0.48 billion yuan.
Sunstone Development: Prebaked anode prices stabilize, expected to turn a profit in 2024 | Quick read announcement.
① In 2024, aluminum prices performed well, and the Industry Chain companies saw a recovery in their prosperity. Sunstone Development achieved profitability compared to last year. ② The overseas market is quite profitable, and the company's expansion into the overseas market has shown significant results, with Orders continuing to grow.
[Data Watch] Renowned capital with over 100 million yuan aggressively invests in Shenzhen Woer Heat-shrinkable Material, with Zhejiang XCC Group being jointly bought by two Algo seats.
① The Copper cable high-speed connection concept stock Shenzhen Woer Heat-shrinkable Material received a Buy of 0.125 billion from the Dalian Huanghe Road office of Galaxy Securities. ② The Robot Concept stock Zhejiang XCC Group received a total Buy of over 0.2 billion from two Algo seats.
Another 20 companies added this week! Zhejiang Huayou Cobalt and several other stocks have disclosed shareholding repurchase and loan plans, a list of related A-shares is provided.
① The number of A-share listed companies receiving special loan support continues to expand. According to incomplete Statistics, as of this report, 20 listed companies have disclosed information regarding share repurchase and increased shareholding related to re-loaning this week (attached table); ② Zhejiang Huayou Cobalt has the highest amount of special loan funds, with a loan of 0.36 billion yuan.
First loss since going public, Cybrid Technologies Inc.: Actively expanding overseas Business with higher margins and innovative products | Interpretations
① According to the performance forecast, Cybrid Technologies Inc. may experience its first loss since going public in 2024, which company personnel attribute to competition within the photovoltaic Industry. ② According to the announcement, the sales prices of Cybrid Technologies Inc.'s two main products - photovoltaic encapsulants and photovoltaic backsheets - both saw a decline last year. ③ The personnel indicated that the company achieved growth in non-photovoltaic Sectors last year and is also expanding into higher-margin overseas Businesses and innovative products.
The leading company in Consumer Electronics worth hundreds of billions surged nearly 20 centimeters, while Lens Technology has two major highlights in today's performance.
① Lens Technology leads the Consumer Electronics Sector today, with a latest Market Cap surpassing 130 billion yuan. ② The synergy between hardware innovation in the fruit supply chain and AI drives a new upward cycle, and the components supply chain is expected to benefit from the sales growth in related fields.
Related to listed companies! Huawei makes another push in the Steel large model.
① Recently, Hainan Airlines and Fangda Special Steel Technology, both under China Fangda Group in Liaoning, signed a cooperation agreement with Huawei. Based on the long-term in-depth cooperation in Aviation, Steel, and other sectors, both parties will further expand cooperation in the pharmaceutical sector. ② Fangda Special Steel Technology and Huawei will also collaborate to create a large model for the Steel Industry.
On the first day, it closed up 379.2%! Saifen Technology officially landed on the Star, with a significant reduction in the fundraising amount.
① In this IPO, Saifen Technology plans to raise 0.8 billion yuan. However, the actual amount raised was only 0.216 billion yuan. After deducting issuance costs of 0.05 billion yuan, the actual net amount raised is approximately 0.166 billion yuan; ② The company's production base in Yangzhou officially started production in 2021, with a first-phase annual capacity of 0.0248 million liters and a single-batch capacity of 500 liters. The second-phase project is currently being planned and constructed, with a total capacity expected to reach 0.2 million liters.
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.
The expectation of alumina production boosts the market for caustic soda, and the profitability of related listed companies is expected to improve | Industry Dynamics.
① Driven by expectations of downstream Aluminum oxide expansion, on January 7, the Futures Block Orders contract SH2505 for caustic soda reached a high of 3068 yuan/ton, refreshing a nearly one-year high during the trading session; ② Tangshan Sanyou Chemical Industries stated that, supported by the growth in demand for downstream Aluminum oxide and electrolytic Aluminum, caustic soda prices are expected to be running at a high level in 2025.
Some initially planned fundraising projects are delayed. Juhe Materials claims there is no substantial impact and will accelerate the layout of the Copper slurry industrialization.
① Juhua Materials stated that the delay of the Delijun project is mainly due to the hard soil quality of the construction site, causing the project delay; ② A person from the company's secretary office said that the current stage of the entire photovoltaic Industry Chain, the process of reducing Silver is a development trend in the Industry, which plays an important role in reducing costs and improving efficiency for Battery.
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.
Tencent and Contemporary Amperex Technology responded to being included on the USA Department of Defense list: it is a mistake, and they will work together to resolve the misunderstanding.
Tencent stated in a statement that being included on this list is clearly a mistake, as we are neither a Military Industry enterprise nor a Military Industry supplier.
Big changes! China Northern Rare Earth cancels the listing price and adopts the real-time Quote from the Rare Earth Exchange. Is the Trade for rare earth prices based on the "Baotou Index" being put on the agenda?
① Starting from January 2025, China Northern Rare Earth will no longer publish listed prices, and future long-term contract prices will use the real-time Quote from the Rare Earth Exchange; ② The Rare Earth Exchange will collect prices, and the landscape of rare earth Quote merchants will undergo a "major reshuffle," and the related Trade prices of rare earth concentrates may also change; ③ China Northern Rare Earth adopting the Quote from the Rare Earth Exchange is more fundamentally aimed at creating a rare earth price trading "Baotou Index."
The competition is fierce! Musk once said that "Tirzepatide", which is more effective than semaglutide, will be launched in China. Who will dominate the weight loss drug market in 2025?
① Today, Eli Lilly and Co announced the official launch of tirzepatide in China, covering both type 2 diabetes and weight loss, and it is already available on some online platforms; ② Musk has claimed that tirzepatide is better than semaglutide, while the market is more focused on the pricing of tirzepatide and whether it will be included in medical insurance; ③ The competition in the GLP-1 sector will become even more intense in 2025, with Jiangsu Hengrui Pharmaceuticals, INNOVENT BIO, and Gan & Lee Pharmaceuticals receiving widespread attention.
The lithium carbonate industry layout is further advancing, Hunan Corun New Energy's lithium-containing refractory mineral mining expansion is certified | Quick reading of the announcement.
① Hunan Corun New Energy's subsidiary Yichun Lithium Mine has obtained a new mining license, increasing the production capacity from 0.05 million tons/year to 0.4 million tons/year; ② Since entering the lithium battery materials market, Hunan Corun New Energy's performance has been negatively impacted by the decline in lithium prices.
The twenty most "profitable" announcements of 2024.
① Want to know which announcements in the A-share market will be the most profitable in 2024? This article reveals 20 "Gold Announcements" to help uncover the wealth secrets behind them! ② Restructuring announcements, unusual movement announcements… which type of announcement is the "secret Weapon" of stock market winners?
The subsidiary signed a large contract worth 3.664 billion yuan. Can it provide Weihai Guangwei Composites with a sense of assurance? | Quick read of the announcement.
① Weihai Guangwei Composites announced that its wholly-owned subsidiary, Weihai Expansion, signed a "Material Purchase Contract" with Client A, with a total contract amount of 3.664 billion yuan. ② In the company's Carbon Fiber Business, the growth of Aviation-related sectors is relatively fast, including T300 grade/T700G grade/T800H grade.
Track Hyper | Broadcom beats NVIDIA: Shenzhen Woer Heat-shrinkable Material benefits from it.
Does the ASIC listing in the domestic market not affect making money.