The overall weakness of the fluorine chemical industry is not concealed by the soaring refrigerant prices. Zhejiang Juhua's net profit in Q2 is lower than the peak in the same period of 2022. interpretations

① In Q2, the net profit attributable to shareholders of Zhejiang Juhua was 0.524 billion yuan, lower than the same period of 2022; ② H1 net profit attributable to shareholders increased by 70.31% YoY, facing greater profit growth pressure in H2; ③ Refrigerants performed well while other fluorine chemical products dragged down performance; ④ The company's diversification strategy does not currently have an advantage in the industry.

cls.cnAug 22 23:59

Demand for computing power is exploding under the AI wave, and these chips are expected to usher in a golden period of development

① China Mobile officially unveiled the Dayunbanshi DPU at its 2024 Computing Power Network Conference. The chip has a bandwidth of 400 Gbps, doubling the maximum transmission rate of domestic DPU chips. ② Minsheng Securities pointed out that under major trends in the development of AI technology such as ChatGPT, demand for computing power is prominent, and DPU is expected to usher in a golden period of development.

cls.cnApr 30 07:49

Prices are rising one after another! Chemical product prices are at the bottom or have experienced excessive price growth in these segments

① Recently, the chemical sector is gaining popularity, and related individual stocks have risen on a large scale. ② China's chemical product price index hit the bottom of the current round at 4,543 points on January 11. ③ CITIC Securities has summarized the types of chemicals that have achieved excessive increases in price compared to costs since 2024Q1, including refrigerants, TMA, viscose filaments, nitrochlorobenzene, maltol, vitamins, MMA, etc.

cls.cnApr 27 14:52

News flash: hydrogen fuel cell concept stock continues to be active in Beijing

December 17 news, hydrogen fuel cell concept stock continues to be active, as of press release, Beijing shares three consecutive boards, the stock price rose nearly four times a month, Lanke heavy equipment, Kailong shares rose again, Lanke Hi-tech, Binhua shares, Zhenhai shares rose. On the news, the national multi-land policy supports the development of hydrogen energy, according to the "14th five-year Plan for Industrial Green Development" issued by the Ministry of Industry and Information Technology, which mentions speeding up hydrogen energy technological innovation and infrastructure construction and promoting the diversified use of hydrogen energy.

新浪財經Dec 17, 2021 09:48

China Salt Chemical Industry: the construction of 500 ton lithium metal project has been completed and raw material procurement and bidding are under way.

In response to the progress of the 500t lithium metal project on the interactive platform on December 10th, China Salt Chemical (600328) said that the construction of the 500t lithium metal project has been completed, the software facilities such as the approval of the trial production plan have been completed, and the procurement and bidding of raw materials are being carried out.

新浪財經Dec 10, 2021 14:13

The special international freight train for China-Vietnam road-rail intermodal transport will be launched in Xining.

On December 9, the special international freight train of "Xining-Vietnam Tongdeng" was first launched in Xining, Qinghai Province. This has laid the foundation for Xining's bulk industrial products to enter the international market and marks an important step forward in Xining in jointly building a new land and sea channel in the western region. It is reported that the special train was loaded with 1200 tons of chlor-alkali chemical products exported from Qinghai Yihua Chemical Company to Vietnam, sent from Datong Hui and Tu Autonomous County of Xining City, transported the goods to Pingxiang City, Guangxi Zhuang Autonomous region, and transferred by highway to exit from Youyiguan Port, and finally arrived at Tongdeng Station in Vietnam. The whole journey is about 2400 kilometers and takes 10 days. (Xinhua News Agency)

新浪財經Dec 9, 2021 22:30