Longao Company plans to introduce zijin mining group as the second largest shareholder. The stock price rose nearly 20% with increased volume ahead of schedule. Who is the "clairvoyant"? | Quick read announcement.
①Longgao shares intend to introduce war investment zijin mining group to become the company's second largest shareholder; ②Before the announcement, the stock price had already shown unusual movements several trading days in advance, showing a trend of increasing volume and rising, with a total increase of approximately 20% during this period.
Semiconductor market demand picking up, novoray corporation's revenue and net profit double in the first half of the year. The electronic grade powder project is expected to start production at the end of the year.
In terms of single quarters, the net income and non-GAAP net income of the company in Q2 2024 both reached a record high. The semiconductor market demand rebounded, and the company seized the industry development opportunities. Overall business income increased year-on-year, the product structure further optimized, the proportion of high-end products increased, and the profit obtained year-on-year growth.
High-purity quartz sand prices plummet, net profit of Jiangsu Pacific Quartz drops nearly 90% | Interpretations
① Jiangsu Pacific Quartz has changed its performance of "soaring" in recent years, with both revenue and net profit declining in the semi-annual report, especially with net profit plummeting by nearly 90%. ② The photovoltaic market has experienced huge fluctuations in the first half of the year, with the demand for quartz materials for photovoltaics significantly decreasing year-on-year due to the industry's efforts to reduce overcapacity and clear inventory. ③ The significant price decline of high-purity quartz sand this year has also led to a significant decline in the company's performance.
Sunstone Development and Geely are planning to jointly invest 1.7 billion yuan to construct a 600kt/a pre-baked anode carbon project, with the capital increase 'boot' now in place. Quick announcement reading.
① After the project is put into production, under the same conditions, Nippecraft purchases pre-baked anodes from the Tiandong Baimine of no less than 0.25 million tons annually; ② The project is expected to achieve an annual output value of 4.5 billion yuan after completion and reaching production capacity, and the total annual profit distribution shall not be less than 30% of the distributable profits realized in that year; ③ Sunstone Development stated that there is still a supply gap for pre-baked anodes in the Southwest region and that overseas pre-baked anode production capacity is entering a renewal cycle.
HBM4 standard is about to be finalized, and the industry is expected to start a super boom cycle.
Industry media reported that JEDEC Solid State Technology Association, the industry standard-setting organization, recently issued a press release stating that the HBM4 standard is about to be finalized. The global top three memory manufacturers, SK Hynix, Samsung and Micron, are actively investing in high-frequency wide memory (HBM) capacity expansion plans. Market analysts estimate that by 2025, the new chip volume will increase by about 0.276 million pieces, with a total capacity increase of 0.54 million pieces, a year-on-year increase of 105%.
The Q4 decline did not change the annual net profit situation of Quartz shares soared, and the “red envelopes” of 2 billion yuan had an impressive dividend rate | Financial Report Interpretation
① Driven by rapidly growing demand in downstream photovoltaics, semiconductor and other industries, Quartz's net profit in 2023 increased 3.78 times year-on-year. ② The company also introduced a high dividend and transfer plan that pays a cash dividend of 57 yuan for every 10 shares and increases 5 shares for every 10 shares. ③ The company's 2023 cash dividend per share reached 7 yuan. Currently, the dividend ratio is 8.43%, ranking third among all A-shares.