The "national team" shareholding trends revealed, a list of stocks with increased shareholding in Q1.
① With the completion of the first quarter report disclosure, the hold positions of the "national team" (only statistics for China Securities Finance and Central Huijin) have also emerged; ② Attached is the national team's Q1 shareholding increase list of A-shares (attached table).
Due to outstanding audit fees and important matters that need verification, five A-share companies may face difficulties in reporting their 2024 annual reports or risk being (Delisted).
① April 30 is the statutory deadline for disclosing the annual report. The 2024 Earnings Reports of *ST Hengli, Hubei Biocause Pharmaceutical, Shanghai Kinlita Chemical, Fujian Zitian Media Technology, and ST Xinchao are expected to be unable to be disclosed on time; ② According to the relevant rules of the Exchange, companies that cannot disclose the annual report on time may face (Delisted) risk.
Net income of 26.8 billion yuan! Total market value exceeds 1.9 trillion. The leading Baijiu company releases its first quarter report | Highlights of the after-hours announcement.
New China Life Insurance plans to invest a total of 20 billion yuan in partnership with China Life Insurance to subscribe for shares in a private equity fund that will invest in large listed companies A+H shares that meet the criteria of the CSI A500 Index.
Liu Jiawei from Bo Xuan Capital: The returns of the Fund derive from a multi-layered, stepped realization of profits.
① The ninth session of the "Shanghai Lujiazui Finance & Trade Zone Development Financial Salon" was successfully held on April 26th in Shanghai Pudong Lujiazui; ② Liu Jiawei, partner of Bozhuo Capital Management, shared insights on the development and investment strategy of the Fund, providing new directions for thinking in the Industry.
The "gold price" is killing the "gold ornaments"! Lao Feng Xiang and Chow Tai Seng Jewellery are facing tough times, while the popularity of the old store is particularly remarkable.
According to Morgan Stanley, the soaring gold prices are "killing" the traditional gold jewellery market, with Chow Tai Seng Jewellery and Lao Feng Xiang seeing a significant decline in performance in the first quarter and accelerating store closures; however, brands focused on differentiation and high value-added products, like Lao Pu, are growing against the trend and are better able to withstand the impact of rising gold prices.
Shen Kang Jia A: In the first quarter of 2025, it turned a profit, with a Net income growth of 118.59% year-on-year, but the main Business still faces pressure.
Shenkangjia A turned a profit in the first quarter of 2025: Net income increased by 118.59% year-on-year, with the change in equity accounting contributing to significant investment income. Key points: Revenue and net income: In the first quarter, revenue reached 2.544 billion yuan, a year-on-year increase of 3.32%; net income attributable to shareholders of the listed company was 94.81 million yuan, a substantial turnaround with an increase of 118.59% year-on-year. Excluding non-recurring items: The net income after deducting non-recurring gains and losses was -0.441 billion yuan, a year-on-year reduction in losses of 5.55%, with the main business still under significant pressure. Non-recurring gains and losses: Non-recurring gains and losses reached 0.535 billion yuan, mainly from the equity investment in Wuhan Tianyuan Eco-friendly Concept.