Titanium
- 1308.231
- -13.277-1.00%
In the first three quarters, the net income of Pangang Group Vanadium & Titanium Resources decreased by nearly 80% year-on-year. New actions from major customers of vanadium electrolyte | Interpretations of financial reports
①pangang group vanadium & titanium resources performance under pressure, with a year-on-year decline of nearly 80% in net income for the first three quarters; ② The downstream key customer of the company's star product, vanadium electrolyte, Dalian Rongke, has recently taken new actions.
Old grievances and new enmities surge in my mind: Trump media co-founder nearly liquidates holdings.
One of the major shareholders of the Trump Media Company, united with atlantic china welding consumables,inc. to sell approximately 7.5 million shares of stocks, only leaving 100 shares in hand; The two leaders of atlantic china welding consumables,inc. are also co-founders of the Trump Media, and they are also contestants on the Trump reality show, with deep connections to Trump; The two had a falling out with Trump before, setting the stage for their recent stock sell-off.
Expansion at a loss! Shenghe Resources bucked the trend and acquired a heavy sand mining project in Africa. The target revenue last year was 0 but received a high premium
① Unlike the four major domestic rare earth groups, how to guarantee the stability and long-term nature of rare earth resources has attracted market attention; ② In the face of loss in Q1 performance this year, Shenghe Resources is still increasing overseas mines to further guarantee the company's raw material supply; ③ Although the target SRUL mine resource endowments are good, this acquisition is not without risk.
The product sales structure changed, and the net profit of Western Superconductor fell by more than 30% for the first time since its launch
① Western Superconductor announced the company's 2023 profit distribution plan: it plans to distribute a cash dividend of 7 yuan for every 10 shares to all shareholders, which is calculated to distribute a total of 455 million yuan. ② In terms of profitability, the last three annual reports show a downward trend in the company's gross margin. From 2021 to 2023, the company's gross margins were 40.83%, 39.45%, and 31.87%, respectively.
The first increase in titanium dioxide after the festival is here! Two international giants also participated in the letter from Longbai Group and CNNC Titanbai's official announcement | Industry News
① Following the “return” of the price adjustment letter between Longbai Group and Huiyun Titanium Industry yesterday, CNNC Titanium Dioxide and Anada announced successive increases in the price of titanium dioxide this afternoon. ② An industry insider told the Financial Federation reporter, “Currently, the domestic titanium concentrate market is strong and improving, and the increase in production costs has forced some titanium dioxide manufacturers to follow the price increase. At the same time, demand for paint and paint in some overseas markets has maintained a growing trend, which has also boosted exports of titanium dioxide.”
Shenghe Resources' net profit pre-cut by more than 70% Q4 net profit is close to the sum of net profit for the first three quarters of last year|Financial Report Interpretation
① In the fourth quarter of 2023, Shenghe Resources achieved net profit of about 142 million yuan to 232 million yuan. The net profit for a single quarter was close to the total net profit for the first three quarters of last year; ② Shenghe Resources mainly engaged in the rare earth import mining business, and exports of rare earth products showed an overall trend of “volume parity reduction” last year.
Double benefit is coming! Can the nuclear power sector continue to rise and stop?
The agency anticipates that nuclear power will continue the rapid development trend in the future according to the normal approval rhythm of 6-10 units per year. It is recommended to focus on suppliers of core components for nuclear fusion and nuclear fission.
The finished tanker market is also “booming” and the freight rate for the MR Atlantic route reached the highest point in the year|Industry News
① On November 28, the equivalent rental rent (TCE) of the MR product tanker's Atlantic regional route reached 59,900 US dollars/day, the highest point since this year; ② China Southern Petroleum recently announced the rental of 5 MR ships. Currently, China Southern Oil has 36 foreign trade MR tankers and 10 COSCO Marine; ③ According to the industry, the tension in the capacity of refined tankers in the Atlantic region is expected to spread to the Asia-Pacific region.
BDI hits a new high this year! Iron ore to fill stocks or catalytic freight prices rise further, Atlantic market is more willing to trade, and demand is optimistic | Industry News
① The BDI index reported 2259 points, a new high during the year, up 7.47% from the previous reporting period; ② The industry claims that the Atlantic regional market speculates that tenants may be “covering the market” and is optimistic about the demand side; ③ Iron ore is expected to enter an inventory replenishment cycle to drive freight prices further, and the release of financial attributes at the end of the Fed's interest rate hike is expected to help BDI rise.
Jinpu Titanium Industry (000545.SZ) has been listed as the target stock of financing and securities financing since October 24th.
Zhitong Financial APP News, Jinpu Titanium Industry (000545.SZ) issued a notice, October 21, 2022, the Shenzhen Stock Exchange issued a "notice on expanding the scope of stocks for margin trading" (Shenhui (2022) No. 360). In order to promote the healthy and orderly development of margin trading business, with the approval of the China Securities Regulatory Commission, Shenzhen Stock Exchange decided to expand the scope of stocks for margin trading. After expanding the stock scope of the financing and securities financing standard, the shares of Jinpu Titanium Industry Co., Ltd. have been listed as the shares of the financing and securities financing standard since October 24, 2022.
China Galaxy Securities: Ningde Times (300750.SZ) Announces Patent Proposals Related to Perovskite Batteries Focusing on Equipment Investment Opportunities in the Large-Scale Process
The Zhitong Finance App learned that China Galaxy Securities released a research report saying that in late October, the Ningde Era (300750.SZ) patent for “perovskite solar cells and their preparation methods and electrical equipment” was published, marking a further acceleration in the industrialization process of perovskite battery technology. The perovskite battery preparation process is simpler than that of crystalline silicon cells. It involves equipment such as coating, magnetic control, evaporation, laser, etc., with slight differences depending on the material of each layer. It is recommended to focus on equipment investment opportunities in the process of large-scale perovskite mining. Investment suggestions: high-value PVD/RPD equipment Jiejia Weichuang (300724.SZ), Jingshan Light Machinery
Agency: European and American sanctions against Russia have been upgraded, and freight rates in the oil and gas transportation market may rise sharply
CITIC Construction Investment released a research report saying that the escalation of sanctions against Russia may trigger an energy crisis in Europe, driving up demand for oil and gas transportation.
Big company news: Microsoft plans to buy Activision Blizzard for 68.7 billion US dollars; Apple phones have the highest global share in Q4 2021
Toyota said it will not be able to meet the target of 9 million vehicles for the fiscal year. The trend of the US stock market was unstable at the beginning of 2022. Unilever will expand its health, beauty, and hygiene business.
Tongda shares: set up subsidiaries to expand the production capacity of medium and low voltage cables, photovoltaic cables and other products
Tongda Co., Ltd. announced that the company established Henan Tongda Jiutong Cable Co., Ltd. with its own capital of RMB 10 million, and recently received a business license issued by it. The purpose of this investment is to further expand the industrial chain of the company's wire and cable products, expand the production capacity of medium and low voltage cables and photovoltaic cables, and have a positive impact on the company's long-term development.
News flash: UHV opening strong style shares 6 even board
December 20 news, UHV plate opening strong. As of press time, Fengfan shares 6 connected boards, Baiyun Electric Appliances, Tongda shares rose by the limit, Jingwei Huaikai, Zhongyuan shares, Tianwo Technology and so on rose.
News flash: steel plate continues to strengthen Jinzhou pipeline trading limit
December 15 news, the iron and steel plate continued to strengthen, as of press time, Jinzhou pipeline rose, Anyang Iron and Steel, Panzhihua Vanadium and Titanium, Fushun Special Steel rose. On the face of the news, Soochow Securities reported that it continued to be bullish on steel stocks in the medium term. In the context of high earnings history and low valuation history, carbon neutralization is likely to bring the industry supply ceiling, coupled with the raw material side once again contributing cost dividends, iron and steel stocks will usher in a wave of performance and valuation of double-rise plate opportunities. Be optimistic about low valuation plate, some high quality long wood and special steel. In the short term, it is the first rare earth iron and steel double leader Baotou Steel, pure steel shares Valin Iron and Steel, New Steel, Baosteel.
Northeast Securities: Tight year-end indicators lead to supply contraction, intensifying supply-demand contradictions.
Northeast Securities pointed out that at the end of the year, the indicators are tight, leading to supply contraction, and the supply-demand contradiction may intensify. 1) On the supply side, at the end of the year, the overall indicators are insufficient, the market's original ore is in short supply, some separation enterprises reduce production, a few enterprises are simultaneously affected by limited electricity, and the operating rate has dropped to less than 50%; some China-Myanmar border crossings are open, but factors such as the inability to export raw materials and labor shortages may still restrict large-scale imports of Myanmar mines. 2) On the demand side, downstream merchants have strong replenishment sentiment before the Spring Festival. Therefore, in the short term, the supply-demand contradiction may further intensify, and the driving force for the rise in rare earth prices is sufficient. 3) In the long term, rare earths are in a new era of reshaping supply and demand, with a restructuring of
On December 14, 2021, the rise and suspension of the market already knew: the seven major benefits are expected to ferment
On December 13, it was reported that seven major benefits may affect tomorrow's stock market. Specifically, Zhongwei Co., Ltd.: Signing an investment agreement for the Finnish precursor project Zhongwei Co., Ltd. (300919) announced on the evening of December 13 that Zhongwei Hong Kong New Energy, a wholly-owned subsidiary of the company, and Finnish Mining Group and its subsidiary Finnish Chemicals Co., Ltd. recently signed an investment agreement for the Finnish precursor project. According to the investment agreement, the project company plans to build a high-nickel ternary semiconductor production base with an annual output of no more than 120,000 tons in Hamina, Finland. One phase with an annual output of 20,000 tons is expected to have a production capacity of 2024
The freight is more expensive! Global air transport costs soar to an all-time high
The freight is more expensive! Global air freight costs have soared to record highs: the "trauma" seen on Wall Street is likely to be borne by consumers in the end. Global freight costs have reached record levels as demand surges before Christmas, putting further pressure on an already tight supply chain. Transport prices on key air cargo routes around the world have almost doubled in the past three months. Last week, air freight from Shanghai to North America reached $14 per kilogram for the first time, up from $8 at the end of August and $12 at the beginning of the 2020 outbreak.
Us Commerce Secretary: worried about the impact of the EU Digital Act
Us Commerce Secretary Raimundo said the United States is "seriously concerned" that the EU's digital market bill and digital services bill will unduly affect US-based technology companies and their ability to fully serve EU customers and defend security and privacy standards. The United States encourages the European Union to listen to the concerns of stakeholders about these bills as it advances the legislative process. Raimundo said via video link at the American Chamber of Commerce's Transatlantic Business work Summit. Raimundo pointed out that the United States is aware that the European Union wants to use these bills to create a fair, transparent and secure digital space. She said, "Bye."