Special Steel II
- 895.779
- -5.527-0.61%
A fine of 5.85 million! The actual controller of yongjin technology group took advantage of the buyback to gather wealth, more insider trading details revealed | Quick read of the announcement.
1. After 4 months, the punishment results for the actual controller Cao Peifeng were announced; 2. Confiscated illegal gains of about 0.55 million yuan, and fined about 5.85 million yuan; 3. Cao Peifeng had engaged in insider trading during the sensitive period of two rounds of company buybacks; 4. Before this, Cao had also conducted short-term trades, with a scale reaching tens of millions.
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.
Jiangsu Shagang's revenue and net profit both decreased in the first half of the year. Seeking new breakthroughs in gear business acquisition | Interpretations of financial reports.
Jiangsu Shagang's revenue and net income declined year-on-year in the first half of the year, but still remained profitable in a challenging market environment. The steel industry is in a state of "high output, high cost, low price, low efficiency," with widespread losses. Jiangsu Shagang completed the acquisition of Shandong Yinglun, forming a business model combining "special steel + gears," which may bring certain growth in the annual report.
Multiple stocks fell limit-down! As of now in the second half of the year, 12 listed companies have announced that the company or related parties have been filed by the CSRC, with popular stocks such as Shanghai Fudan Forward S&T among them.
On Friday evening, Tond Chemical, Shenzhen Zqgame, Surfilter Network Technology, and Shenyang Chemical Industry successively announced that they had received investigation notice from CSRC. According to incomplete statistics, a total of 12 A-share listed companies have announced the company or related parties being investigated or receiving investigation notice in the second half of this year. The investigation notice hit several stocks hard, and the next day Shanghai Fudan Forward S&T, Sunsea AIOT Technology, Special Treat Kop, and Hainan Poly Pharm all fell by the daily limit.
Behind the simultaneous rise of stock prices and performance, the actual controller of Yongjin Technology Group was exposed for insider trading | Speed read announcement.
① The actual controller Cao Peifeng was investigated by the China Securities Regulatory Commission for insider trading; ② Cao Peifeng, who is nearly 62 years old, resigned from the board of directors of the company this year; ③ His son Yu Chenjie took over the family business and was appointed chairman this year; ④ In the first half of the year, the company's performance and stock price both recovered from the slump.
Tonight, ten listed companies have announced that they will suffer a huge loss of over one billion yuan in the first half of the year, with the highest loss reaching 3.5 billion yuan, and investment losses amounting to 0.17 billion yuan. Quick read announ
①Tonight, 10 listed companies announced billion-yuan losses, with building materials and broadcasting and television sectors being hit hardest. ②Xinjiang Tianshan Cement announces maximum expected losses of 3.5 billion yuan in the first half of the year, while ST Xigang predicts losses of 294 million yuan. Guizhou BC&TV Information Network and ST Guangwang are expected to face maximum losses of 490 million yuan and 370 million yuan respectively. ③Konka Group Co.,LTD predicts maximum losses of 1.18 billion yuan, with fair value change loss of around 170 million yuan caused by price changes in trading financial assets.
The quarterly adjustment of the MSCI Index excludes 15 Hong Kong stocks. The effective date is scheduled for early June
① Which individual stocks will MSCI China adjust quarterly? ② How much impact does the MSCI Index have on the market?
Be careful when profits don't pay dividends! Fangda Special Steel's two-year zero dividend was questioned
① The Fangda Special Steel Exchange inquired, and the exchange questioned that its profits did not pay dividends; ② the company's profits continued to decline, and there have been consecutive dividends for many years in history; ③ the regulatory attitude towards zero dividends has become stricter, and many companies have broken the tradition of no dividends for more than ten years.
Performance is under pressure, Shagang Co., Ltd. is seeking an acquisition and spending another 354 million yuan to attract Shandong Yinglun to expand the machinery manufacturing sector
① Shagang Co., Ltd. plans to spend 354 million yuan to acquire 67% of Shandong Yinglun's shares. The parent company of Shandong Yinglun is also controlled by Shen Wenrong, the actual controller of Shagang Steel Co., Ltd. ② According to the evaluation report, Shandong Yinglun has the most equipped gear production line in Shandong Province. However, the company's operating performance fluctuated greatly. ③ Against the backdrop of declining steel efficiency in recent years and pressure on the company's performance, this acquisition may expand the industrial layout and increase revenue sources.
In 2023, the non-net profit of Guangda Special Materials fell 36.29%, and core technicians and others left their jobs one after another
① According to the latest data from the third quarterly report of 2023, the company's operating cash flow and investment cash flow have all been negative, and capital chain risks have increased sharply; ② Since July 2023, 7 company managers, including directors, supervisors, and core technical personnel, have left their jobs one after another, including the 3 core technicians Zhang Baishun, Gu Jincai, and Qian Qiang.
“The king of steel mergers and acquisitions” will soon have the first listed steel company*ST Xigang or Cheng Jianlong Group's special steel listing platform
① *ST Xigang's restructuring plan has been approved by the court. After the implementation of the restructuring plan is completed, the actual controller of the company will be changed from the Qinghai Provincial Government's State-owned Assets Supervision and Administration Committee to Mr. Zhang Zhixiang of Jianlong Group. ② Jianlong Group will choose the opportunity to inject its high-quality special steel assets into Xining Special Steel. It is estimated that by the end of 2028, Xigang Co., Ltd. will consolidate steel production of 10.59 million tons, achieving revenue of 53.9 billion yuan and net profit of 4.271 billion yuan.
Express News | In mid-December, the daily output of crude steel in steel enterprises was 1.8905 million tons, down 2.26% from the previous month.
News flash: the iron and steel plate continues to pull up Shandong Iron and Steel up more than 7%.
December 17 news, the iron and steel plate continued to rise, as of press release, Shandong iron and steel rose more than 7%, Jinzhou pipeline, Ordos, Wujin rust rose. On the news side, CICC Research News said that steel demand is expected to improve, plate profits are expected to pick up steadily. In November, the national crude steel output was 69.31 million tons,-22% year-on-year and-3.2% month-on-month. Steel supply shrank further, and we expect crude steel production to decline by 3-4% year-on-year for the whole year. The marginal demand for iron and steel improved in November, with the apparent consumption of the five major varieties of steel from + 1.7% to 37.5 million tons (VS-9 / 10).
News flash: the iron and steel plate quickly pulls up the trading limit of Anyang Iron and Steel.
December 16 news, the iron and steel plate rose rapidly, as of press time, Anyang Iron and Steel rose the limit, Jinzhou Pipeline, the vast number of specialties, Shengde Xintai, Bayi Iron and Steel rose more than 5%, Shougang shares, Baosteel shares 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.
Yongjin shares: a total of 167668 convertible bonds have been issued.
Yongjin shares announcement, a total of 167668 winning numbers, each winning number can only subscribe for one hand (1000 yuan) Yongjin convertible bonds.
The iron and steel sector remained in the doldrums, Yongxing materials fell nearly 5%, Jinzhou pipeline, Ordos, and Hainan mining followed.
The iron and steel sector remained in the doldrums, Yongxing materials fell nearly 5%, Jinzhou pipeline, Ordos, and Hainan mining followed.
Steel plate rebounded in the afternoon, Fangda Special Steel rose more than 6%, Dazhong Mining, Jinling Mining, Hegang resources rose.
Steel plate rebounded in the afternoon, Fangda Special Steel rose more than 6%, Dazhong Mining, Jinling Mining, Hegang resources rose.
Iron and steel plate continued to pull up, Fangda special steel rose nearly 5%, Shengde Xintai, Benxi steel plate, large and medium mining industry rose.
Iron and steel plate continued to pull up, Fangda special steel rose nearly 5%, Shengde Xintai, Benxi steel plate, large and medium mining industry rose.
Soochow Securities: continue to be bullish on iron and steel stocks in the medium term
Soochow Securities pointed out that it continues 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, the first rare earth iron and steel double leader Baotou Steel shares, pure iron and steel shares recommend Valin Iron and Steel, New Steel shares, Baosteel shares, Jiuli Special Materials, CITIC Special Steel, etc.; it is suggested to pay attention to Angang shares, Shougang shares, Nanjing Iron and Steel shares. (Securities Times website)