The Peking State-owned Assets Supervision and Administration Commission proposed to effectively maintain the Market Cap of listed companies. Institutions are Bullish on the allocation value of central state-owned enterprises.
① Recently, the State-owned Assets Supervision and Administration Commission of Peking held a symposium for municipal state-owned enterprises and publicly listed companies, firmly maintaining the stability of the Capital Markets and fully promoting the high-quality development of listed companies. ② China International Capital Corporation stated that the related systems for Market Cap management of central state-owned enterprises are expected to continue improving, and the motivation for central state-owned enterprises to engage in Market Cap management in practice is also expected to continue strengthening. It is advised to pay attention to the allocated value of the Market Cap management theme of central state-owned enterprises.
As the Spring Festival holiday approaches, the tourism Industry is expected to pick up, and these Concept stocks are frequently being investigated.
The Spring Festival holiday is from January 28 to February 4, 2025, totaling 8 days.
Unveil! With huge trading volume, which A-shares are institutions chasing after?
The heat of A shares is still continuing!
"Price cuts" swept through, dining industry struggles to increase revenue but not profit, "scientific price reduction" becomes the focus of attention.
1. In the first half of the year, the profits of several leading companies in the dining industry have declined. 2. In the industry's view, price wars are one of the reasons why the dining industry is increasing revenue but not increasing profits, but reducing prices is also an effective means of attracting customers. 3. The current wave of price reductions in the industry is still ongoing, and "scientific price reductions" are gradually becoming the industry's focus. Some brands have also lowered their annual store opening targets.
Domestic travel boosts Jinjiang hotel reservation rate, China's “May Day” reservation peak is expected to be refreshed again|Financial Report Interpretation
① Jinjiang Hotel achieved revenue of 3.206 billion yuan in the first quarter of this year, up 6.77% year on year; realized net profit of 190 million yuan, up 34.56% year on year; ② On “May 1st” this year, Jinjiang Hotel (China) achieved a comprehensive reservation rate of hotels in popular tourist provinces and cities of nearly 80%.
Restaurant company “hot and hot” in 2023: Quanjude reversed Haidilao's net profit in 3 years or exceeded 4.4 billion
① Haidilao's net profit level set a record last year. Previously, the year with the highest net profit was 2.56 billion yuan in 2019, and revenue from its continuing business was 24.94 billion yuan in the same year; ② Quanjude expects that in 2023, Quanjude will turn a loss into a profit, from a loss of 278 million yuan to a profit of 56 million yuan to 66 million yuan.