Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.
Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.
The racetrack is cooling down! The gross margin of sinoma science & technology's three major businesses has all declined | interpretations.
1. Sinoma Science & Technology's net income dropped by more than 60%, with the revenue and gross margin of the blade, fiberglass, and lithium battery separator businesses all declining year-on-year; 2. Wind turbine prices are expected to remain low in the short term, and the profitability of companies in the industry has decreased; 3. Fiberglass inventory has decreased, but prices have not yet recovered to the same level as the previous year; 4. The lithium battery separator is currently oversupplied, leading to intense cost and price competition.
China Jushi Co., Ltd. net profit in the first half of the year decreased by more than 50%, can the four-wheel price increase repair industry profits? | Speed reading announcement
1. The company expects its net income attributable to the parent in the first half of the year to be between 825.2 million and 1.032 billion yuan, a year-on-year decrease of 50%-60%. 2. In the first quarter, the average price of fiberglass continued to decline, and the company's sales gross margin decreased to 20.13%. 3. The company conducted four rounds of price adjustments for its products in the first half of the year, and stated that product prices have recovered since the second quarter, with sales increasing significantly year-on-year.
Private equity leader Gao Yi's asset holdings revealed: Deng Xiaofeng, Feng Liu, and Qiu Guolu each made moves
① Gao Yi Linshan No. 1, managed by Feng Liu, held 3 shares of Baofeng Energy, Angel Yeast, and Shanghai Jiahua at the end of last year. ② Deng Xiaofeng's holdings cover stocks such as Zijin Mining, Wanhua Chemical, China Jushi, and China Aluminum. Although his holdings in Zijin Mining have been reduced for several consecutive quarters, the market value of his holdings is still 8.707 billion yuan.
China's Jushi: Glass fiber industry with no overcapacity, company capacity utilization rate remains 100% | Direct performance
① The decline in performance in 2023 is mainly affected by the decline in product sales prices due to weakening demand; ② Currently, the new production capacity in the industry is basically manageable. The company plans to start production lines at Jiujiang and Huai'an bases in 2024; ③ the company's coarse yarn products are increasing and expanding application fields such as automotive weight reduction, wind power, and photovoltaics.
In 2023, sales of folding screen phones increased 140% year-on-year, and domestic flexible material manufacturers are expected to break through at an accelerated pace
According to CINNO Research industry statistics, the sales volume of folding screen smartphones in the Chinese market reached 6.8 million units in 2023, up 140% year on year; it is estimated that in 2024, sales of folding screen smartphones in the Chinese market will reach 9.6 million units, an increase of 41% year on year.