The wind power industry peaks early; Dajin Heavy Industry's Q1 revenue grew by 146% year-on-year | Interpretations
① Due to the increase in shipment volume, Dajin Heavy Industry's revenue and profit in the first quarter have significantly increased year-on-year; ② Industry insiders indicate that the peak season for the wind power Industry in 2025 is arriving earlier than in previous years, with many companies in the Industry reporting a year-on-year increase in shipment volume.
Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.
In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.
Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.
The competition in the wind power industry has reached the component sector, and Tongyu Heavy Industry expects to incur losses in the peak season of Q4 last year. | Interpretations
On the evening of the 21st, Tongyu Heavy Industry announced that it expects a significant decline in performance of about 80% in 2024. According to the company's forecast data, there will be losses in the normally busy fourth quarter. The company stated that intensified competition in the wind power industry and falling product prices have greatly impacted its performance.
Intensified competition puts pressure on gross margin, Luoyang Xinqianglian Slewing Bearing expects a significant decline in performance for the 2024 fiscal year | Interpretations
① In 2024, the competition pressure in the wind power industry is being passed upstream, leading to performance pressure for wind power component companies. Luoyang Xinqianglian Slewing Bearing expects a significant decline in the company's performance year-on-year in 2024; ② Some industry insiders have indicated to reporters from Cai Lian She that there are signs of easing in the internal competition of the wind power industry.
The Securities Regulatory Commission imposed three penalties in one day, all related to stock price manipulation: a large investor was fined 0.47 billion, as well as the chairman and general manager of a listed company.
① The China Securities Regulatory Commission disclosed that due to controlling 47 securities accounts with a profit of 0.157 billion yuan, stock trader Xu Miao was fined 0.47 billion yuan; ② The actual controller of Guangzhou Haozhi Industrial, Tang Xiuqing, and Secretary of the Board, Xiao Yonglin, were fined 0.109 billion yuan and 2 million yuan respectively for colluding with others to manipulate stock prices; ③ Jiangyin Hengrun Heavy Industries Chairman Cheng Lixin, along with two others, conspired to manipulate their company's stock price, resulting in a total fine of 0.144 billion yuan and being banned from the market for a total of 13 years.