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.

cls.cnNov 30 17:33

lingyuan iron & steel: Supply and demand imbalance has not been eased yet, the industry still needs to reduce overcapacity, control costs, and increase added value | Directly hit earnings conference

①The company recorded a loss of 0.841 billion yuan in the third quarter. Chairman Zhang Peng stated that the imbalance between supply and demand in the industry has not yet eased, and the future steel industry still needs to achieve sustainable development through capacity reduction, cost control, and increasing product added value. ②The actual controlling shareholder of the company will change from Chaoyang City State-owned Assets Supervision and Administration Commission to central enterprise Ansteel Group. The company expects that the governance system will be optimized, information systems upgraded, and synergy achieved in the business sector.

cls.cnNov 8 22:13

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.

cls.cnOct 31 22:59

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.

cls.cnOct 29 22:41

Foreign public fund latest hold positions exposure! Fund managers are bullish on china's stock market valuation repair.

With the disclosure of the third quarter report, public funds under international asset management giants such as BlackRock and Fidelity have all their holdings exposed.

Securities TimesOct 29 10:07

The demand for ultra-supercritical coal-fired power units in the downstream continues to grow. Shengtak New Materials' Q3 performance doubles interpretations.

① shengtak new materials' performance in the first three quarters increased by 166.30% year-on-year, and the company's performance in the third quarter increased by 231.61% year-on-year, with performance growth continuing to rise. ② Company officials stated that the main reason for the performance growth is the demand from the downstream thermal power boiler market. Currently, the company's orders are sufficient, and the inclusion of Jiangsu Ruimei is also one of the reasons for the performance growth.

cls.cnOct 23 22:39