Liquid chlorine
- 1118.488
- +13.532+1.22%
Refrigerant leader zhejiang juhua: Some products in Q4 have stabilized after the decline, opportunities outweigh challenges next year. | Directly target the earnings conference
①It is expected that refrigerant prices will rebound across the board in Q4, while non-refrigerants will stabilize; ②Optimistically view next year's performance prospects, pointing out the coexistence of opportunities and challenges; ③Next year, the certainty of refrigerant price increases is strong, and the competitive landscape has improved somewhat; ④ Non-refrigerants are still in surplus, but the risk of a major drop over the past two years has been released.
Below expectations? Refrigerant prices are steadily rising, zhejiang juhua's Q3 net profit declined compared to the previous quarter|Interpretations
1. The company's Q3 net profit declined compared to the previous quarter, and investor comments were below expectations; 2. It is becoming increasingly difficult to meet the full-year performance expectations set by the brokerage; 3. The structural contradictions of the product are prominent, with some products continuously dragging down performance; 4. The off-season for refrigerants in Q3 also had an impact, but demand in Q4 has not shown a clear increase.
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.
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.
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.
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.
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.
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)
The special international freight train for Sino-Vietnamese road-rail intermodal transport is first launched in Xining, Qinghai Province.
According to CCTV news, on December 9, the "Xining City-Vietnam Tongdeng" international freight train of China and Vietnam was launched in Xining. The special train was sent from Xining Chase, transported the goods to Pingxiang, Guangxi by rail, and diverted the road to exit from Youyiguan Port, and finally arrived at Tongdeng Station in Vietnam. The special train transports chlor-alkali chemical products PVC with a value of 12 million yuan to Vietnam, the whole journey is about 2400 kilometers and takes 10 days, it is the first international freight train for Sino-Vietnamese road-rail intermodal transport in Xining.
Juhua Co., Ltd.: two technical transformation and expansion projects to be carried out by the electrification and chemical plant
Juhua Co., Ltd. announced that it is proposed that the company's subsidiary electrification plant will implement the new 48kt/aVDF technical renovation and expansion project, the new 30kt/aPVDF technical renovation and expansion project (phase I) and the new 23.5kt/aPVDF project, with a total investment of 979 million yuan and 693 million yuan respectively.
Cisco Systems Rui IPO: "out-of-pocket" proves the advanced nature of technology and the positioning logic of the industry is open to question.
Author: IPO refinancing Group / Zhong Wen, Chengdu Cisco Systems Rui Micro Electronics Co., Ltd. (hereinafter referred to as "Sikorui") will meet the exam again. Data show that Cisco Systems Rui planned to "sell" aviation brocade technology to land A shares as early as 2019. In August this year, Cisco Systems Ruishi controls another enterprise controlled by Zhang Ya-Guoguang Electric has successfully landed on the Kechuang board. Cisco Systems Rui was not so lucky and was suspended during the review in September this year, mainly because of Science and Technology Innovation Board's positioning and the rationality of related party transactions in doubt. In supervision
News flash: the concept of fluorine chemical industry continued to pull up Binhua shares in the afternoon and hit the limit.
November 19 news, fluorine chemical concept continued to rise in the afternoon, as of press release, Binhua shares hit the limit, Lianchuang shares, chlor-alkali chemicals, Zhongxin fluorine materials rose.
[opportunity excavation] by 2025, the output value of China's hydrogen energy industry will reach 1 trillion yuan, and the industrial development is stepping into the fast lane.
According to media reports, under the guidance of the goal of "double carbon", the development of China's hydrogen energy industry is stepping into the fast lane. Experts say a top-level design for the development of the hydrogen industry at the national level will be introduced. The China hydrogen Energy Alliance predicts that by 2025, the output value of China's hydrogen energy industry will reach 1 trillion yuan; by 2050, hydrogen energy will account for more than 10 percent of China's terminal energy system, and the annual output value of the industrial chain will reach 12 trillion yuan. Relevant policies to encourage the development of hydrogen energy industry have been introduced in many places to speed up the layout of hydrogen energy industry. According to incomplete statistics, Beijing, Hebei, Sichuan and Shandong
Express News | IPO Tip: Admiralty shares and Huasu shares apply for today
Express News | The price of urea solution continues to rise, with an earnings ratio of less than 20 times for more than 60% of the concept stock market.
Zhuojin Co., Ltd.: the consortium won the bid of 67.86 million yuan for contaminated soil remediation project.
Zhuojin Co., Ltd. announced that the consortium won the bid for the old factory area of Yaohai District of Anhui Hongsifang Co., Ltd. (and the first phase of chlor-alkali chemical pollution control). The contaminated soil remediation project of the second and third plots in the east was awarded with a bid amount of 67.86 million yuan.
Dongguan Securities: hydrogen Energy and fuel Cell vehicle Industry ushered in significant Development opportunities
Dongguan Securities pointed out that under the guidance of China's goal of carbon peak in 2030 and carbon neutralization in 2060, the transformation of energy structure and the development of new energy vehicles are the only way. Hydrogen fuel cell vehicle is one of the important technical routes of new energy vehicles. with the strong support of national policies in recent years, hydrogen energy and fuel cell vehicle industry ushered in major development opportunities, and the market attention of major enterprises in the industrial chain is expected to gradually increase. It is suggested that we should focus on the investment opportunities in the core links of the hydrogen fuel cell industry chain. The targets mainly include: Yihuatong-U, Weichai Power, Dayang Electric and Xiongtao shares, which enter the fuel cell engine system.
Binhua shares: net profit in the first three quarters was 1.41 billion yuan, up 491% from the same period last year.
Binhua Co., Ltd. announced that the net profit in the third quarter was 432 million yuan, an increase of 95.31 over the same period last year. The net profit in the first three quarters was 1.41 billion yuan, an increase of 491.46 percent over the same period last year.
China Salt Chemical Industry: donating money to Ejina Banner of Alashan League to support epidemic prevention and control
China Salt Chemical announced that it intends to donate 1 million yuan to the Red Cross Society of Ejina Banner of Alashan League, specially for local governments to fight the epidemic situation of COVID-19.
Hangjin Technology: net profit in the third quarter was 228 million yuan, up 141% from the same period last year.
According to Hangjin Science and Technology announcement, in the first three quarters of 2021, the company achieved operating income of 3.47 billion yuan, an increase of 40.80% over the same period last year, and a net profit of 636 million yuan, an increase of 251.21% over the same period last year. Among them, in the third quarter of 2021, the company achieved operating income of 1.177 billion yuan, an increase of 24.31% over the same period last year, and a net profit of 228 million yuan, an increase of 141.34% over the same period last year.