Includes Convertible Bonds
- 1246.999
- +2.698+0.22%
Photovoltaic Glass supply exceeds demand, Flat Glass Group's net profit shrinks by over 1.6 billion yuan in 2024 | Interpretations
① Flat Glass Group expects that the net income attributable to the parent company in 2024 will decrease by 1.684 billion yuan to -1.822 billion yuan, a year-on-year decrease of 61%-66%; ② The main reason for the decline in net income is the oversupply of Photovoltaic Glass in the second half of 2024, leading to a significant drop in prices; ③ Flat Glass Group reported net income losses in both Q3 and Q4 of last year.
China Automobile Circulation Association: From January 13 to 19, the average daily transaction volume of used Autos was 0.0642 million vehicles, a decrease of 2.78% compared to last week.
The China Autos Circulation Association released the weekly report on used cars (January 13, 2025 - January 19, 2025).
Key technologies in quantum computing continue to make breakthroughs, and Institutions recommend focusing on opportunities in the related industry chain.
On January 21, Honeywell's quantum computing company Quantinuum announced plans to establish a cutting-edge R&D center in New Mexico, USA, which will focus on photonic technology. Zheshang pointed out that, from the perspective of the Industry Chain, opportunities in quantum chips, dilution refrigerators, and other Industry Chain segments should be given special attention.
Shenzhen Kangtai Biological Products: Expected net income to decrease by about 70% last year, adjustments to the immunization program may lead to a decrease in sales of the tetravalent vaccine | Interpretations
In 2024, affected by market competition, inventory reduction and other factors, Shenzhen Kangtai Biological Products expects Net income to decline by about 70% year-on-year; fixed asset depreciation expenses and increased asset impairment have also impacted the company's Net income decline; recent adjustments by the government to the immunization schedule for DTP vaccines may lead to a risk of declining sales for the company's four-component vaccine products.
On the first day, it closed up 134.50%! Xingfu Electronics debuted on the Star, and the Fund invested in the second phase.
1. Xingfu Electronics stated that in 2024, with the gradual recovery of the integrated circuit market, the company's Business revenue scale will continue to grow, while benefiting from the value-added tax offset policy for integrated circuit enterprises; 2. Among the strategic investors introduced in December 2021, the Fund Phase II invested 50 million yuan to Hold 9.62% of Xingfu Electronics' equity.
The Suhang convertible bond is about to be forcibly redeemed, and the major shareholder Guofa Group's 0.3 billion Shareholding plan is underway. The number of convertible bonds held has exceeded 0.87 million.
① The Bank of Suzhou has decided to exercise its early redemption rights on the convertible bonds. As of yesterday's closing, the unconverted ratio of these bonds has fallen to 60.87%. ② Currently, the major shareholder, Guofa Group, holds over 870,000 convertible bonds of the Bank of Suzhou, and its shareholding plan of 0.3 billion yuan is underway.
JD.com's domestic mobile phone sales have increased by 200% month-on-month, and mobile phone supply chain manufacturers are expected to release performance elasticity.
According to media reports, as of January 20th at 12:00, the national subsidy activities in Peking, Hubei, Jiangsu, Zhejiang, and Shaanxi are fully launched on JD.com, and activities in other provinces and cities are also being rolled out. Among the provinces and cities where the national subsidy is launched, smartphone sales have increased by 200% month-on-month, and tablet sales have increased by 300%.
The competition in the wind power industry has reached the component sector, and Tongyu Heavy Industry expects to incur losses in the peak season of Q4 last year. | Interpretations
On the evening of the 21st, Tongyu Heavy Industry announced that it expects a significant decline in performance of about 80% in 2024. According to the company's forecast data, there will be losses in the normally busy fourth quarter. The company stated that intensified competition in the wind power industry and falling product prices have greatly impacted its performance.
The trend of pet ownership is sweeping across the country and abroad. Petpal Pet Nutrition Technology expects a significant increase in profits in 2024 | Interpretations
① The scale of pet owners both domestically and internationally continues to expand, with an increasing number of dogs and cats globally. The profitability of related companies in Pet Food and supplies in China is generally improving; ② Petpal Pet Nutrition Technology's Jueyan brand of dog snacks has a solid market position, and Jueyan's main food has made some progress on the Douyin platform.
Intensified competition puts pressure on gross margin, Luoyang Xinqianglian Slewing Bearing expects a significant decline in performance for the 2024 fiscal year | Interpretations
① In 2024, the competition pressure in the wind power industry is being passed upstream, leading to performance pressure for wind power component companies. Luoyang Xinqianglian Slewing Bearing expects a significant decline in the company's performance year-on-year in 2024; ② Some industry insiders have indicated to reporters from Cai Lian She that there are signs of easing in the internal competition of the wind power industry.
As expected! On the first day of his presidency, Trump signed an executive order to cancel support for the electric vehicle Industry.
① Trump ordered the cancellation of the regulation that "by 2030, half of all new cars sold in the USA will be electric vehicles," and will freeze the remaining government funds used for the construction of car charging stations, canceling the US government's support for the Electric Vehicle Industry. ② Trump also stated that he will consider ending the electric vehicle tax credit and pledged to increase oil production in the USA, canceling Biden's clean energy initiative.
Recently, the Siasun Robot&Automation Industry Chain has been continuously catalyzed, and Institutions remain Bullish on Sector investment opportunities.
① According to media reports, recently, Professor Gong Wei, a member of the Provincial Political Consultative Conference and Vice President of Wuhan University, introduced to reporters that the Tianwen project is moving from the laboratory to the production line, with plans for mass production in 2025. ② Cui Yan from Minsheng Securities analyzed that the technology of humanoid robots is evolving rapidly, with the industrial trend continuously strengthening, and the long-term potential consistently expanding, remaining bullish on investment opportunities in the humanoid robot sector.
Hunan Jiudian Pharmaceutical will no longer monopolize the market? Leming Luosuolofen Sodium Gel Patch has been approved, and experts predict it will accelerate the Industry review process.
① Lemin Pharmaceutical's loxoprofen sodium gel patch has officially been approved, marking it as the first to pass the consistency evaluation for approval. From this point on, the market monopoly held by Hunan Jiudian Pharmaceutical has been broken. ② Experts say this indicates new progress in the review process, marking a trend toward a unified standard for the consistency evaluation of external patches, which will result in more pharmaceutical companies being reviewed and approved.
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.
Peking University has made breakthroughs in Solid State Battery materials technology, which is expected to bring new development opportunities to the Industry.
According to reports, journalists learned from Peking University that the team led by Pang Quanquan at the School of Materials Science and Engineering has developed a new type of Glass phase sulfide solid electrolyte material, and used this material to create an all-solid-state lithium-sulfur battery with excellent fast-charging performance and ultra-long cycling life.
The planned total investment amount is 5.5 billion yuan. Jchx Mining Management Longxi Copper Mine announces a plan to double production | Quick read announcement.
① The Longxi Copper Mine, acquired by Jchx Mining Management four years ago, may see a doubling in production; ② An investment of 5.5 billion yuan is made to develop the East Mining Area; ③ After reaching full capacity in the East Mining Area, the total output of the mine is expected to reach 0.1 million tons per year.
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.
Tongwei Co.,Ltd had a net loss of up to 7.5 billion last year, and Liu Hanyuan faced the "first loss in 42 years of entrepreneurship" | Interpretations
① The company's loss in Q4 was between 3.027 billion to -3.527 billion yuan, marking the fifth consecutive quarter of Net income losses since the fourth quarter of 2023; ② After two silicon material companies announced the gradual start of phased production cuts and maintenance for some high-purity polysilicon production lines, polysilicon prices have risen for several consecutive weeks, and Industry prices are expected to recover to reasonable levels.
Expected net loss of up to 7.5 billion yuan! Nearly 100 billion photovoltaic silicon material leader releases performance forecast for 2024 | Post-market announcement highlights.
Lionhead Technology Development has achieved four consecutive trading limit-ups: the sales revenue for the Xiaohongshu channel in 2024 is expected to be less than 0.02 million yuan.
The continuous growth trend may be broken; Oppein Home Group Inc. is expected to downgrade its profit forecast by up to 15% | Interpretations
① Oppein Home Group Inc. expects to achieve a Net income of 2.58 billion to -2.884 billion yuan in 2024, a year-on-year decrease of 5% to 15%, which means that the company's annual Net income growth trend for several consecutive years may be broken; ② Industry insiders expect that the overall Operation efficiency of the home furnishing Industry will face further decline.