New Consumer Daily | Yu Chengdong announced that the sales of the Huawei Watch M9 has exceeded 100,000 units; Wuliangye said that two of its products had good sales during this year's Dragon Boat Festival...
New Consumer Daily News, June 26th: Adidas released the investigation results of executive kickbacks; Senabelra submitted an IPO application to the Hong Kong Stock Exchange; Shanghai Jahwa united's growth target in the second half of the year will focus on market share.
Duan Yongping's classic 2024 share in the first half of the year: use 10 or 20 years to conduct a "thought experiment", and it's no big deal to miss a field that you don't understand.
Duan Yongping: Among the companies I know well, I think companies that may have higher total profits in the next 10 years than in the past 10 years include: apple, Maotai, BRK, Microsoft, Google, Tencent.
Nomura BYD in-depth report: Hybrid will be the next breakthrough, and this year's 'going global' revenue ratio will exceed 20%.
Nomura has released a deep report on BYD Company Limited, forecasting that hybrid cars will surpass pure electric cars as the main driver of growth, with a target price raised to 312 yuan, and overseas market revenue expected to account for more than 20%.
Latest update revealed! Northbound capital sold over 10 billion worth of Kweichow Moutai in June.
① The net outflow of Northbound funds this week was 16.115 billion yuan; ② In terms of global sectors, the net inflows of communications and electronics sectors exceeded 1.5 billion yuan this week; ③ For detailed fund movements, please refer to the list of individual stocks with foreign net buying and selling amount exceeding 300 million yuan this week (attached table).
The leadership change of Xingye Reits has been settled, and Zheng Zhiming has been appointed as the director. Seven trust companies have changed their leadership this year.
① On the afternoon of June 19, the official website of the State Financial Supervisory Administration revealed that Zheng Zhiming approved the qualifications of director and chairman of Xingye International Trust Co., Ltd. ② Seven trust companies have changed hands during the year, including leading institutions such as CITIC and Ping An. ③ In a previous article on Societe Generale Trust's official Weibo account, Zheng Zhiming spoke in his capacity as Party Secretary and focused on the disposal of poor stocks, calling for priority tasks to resolve defects, return to the main business, and transform and develop.
"A certain car company is using black PR!" BYD offered a reward of up to 5 million yuan for clues! Within 20 days, 4 car companies were rumored and involved in public opinion?
BYD Company Limited offers a reward of 200,000 to 5,000,000 for collecting information about black PR.
On the day the joint venture started construction, it reached a comprehensive cooperation with BAIC, and the commercial expansion path of Contemporary Amperex Technology became more clear.
On June 19th, both BAIC Group and Contemporary Amperex Technology announced that they signed a strategic cooperation agreement on June 18th to further deepen their cooperation in the new energy industry and jointly improve their core competitiveness. At the same day, the groundbreaking ceremony of the Beijing Times Battery Base Project, jointly invested and constructed by Contemporary Amperex Technology, BAIC Group, Jingneng Group, Xiaomi Group, was held.
Mid-day overview: All three major indexes rose by over 1%, with network technology stocks, autos, and mainland China banking stocks up. Bilibili rose over 10%.
Network technology stocks rose, SenseTime rose more than 7%, Xiaomi Group rose more than 3%, Netease, Tencent, Alibaba, and jd.com all rose more than 1%.
As gold prices hover at high levels, more central banks are planning to "sweep up" gold!
According to an annual survey by the World Gold Council (WGC), more central banks in developed economies plan to increase their gold holdings; In addition, more central banks in developed economies expect the share of gold in global reserves to rise in the next five years, while the share of the US dollar in global foreign exchange reserves will decline; The WGC's global central bank head said that this year, central banks around the world have shown a stronger convergence in their views on gold.
Buffett reduces his holdings in BYD by HKD 310 million again! The shareholding ratio has dropped to 6.9%.
As of the closing on June 17th, BYD Company Limited's H shares rose by 1.74%, at HKD 233.4 per share, compared to the low point in February of this year, with a cumulative increase of 41.2%.
[Data Check] Northbound funds greatly reduced BYD holdings, multiple apple supplier stocks were sold by institutions.
BYD, which has been rising continuously in recent times, has been net sold by northbound funds for 502 million yuan, while another auto stock, Chongqing Sokon Industry Group Stock, has been net bought for 516 million yuan. Apple supplier Dongshan Precision Manufacturing, Avary Holding, and Lingyi Itech, which have seen large increases, have all been net sold, with Dongshan Precision Manufacturing being sold by institutions for 200 million yuan.
Northbound capital's big buy report: Kweichow Moutai received a net sell of 1.067 billion yuan.
On June 17th, northbound funds sold a net 3.301 billion yuan, which was a net sell for 5 consecutive trading days.
Futu Morning News | Strong upward trend! The S&P 500 index is called by institutions to reach 6000 points; "Hawkish" still exists! Federal Reserve officials: Whether to reduce interest rates still depends on several more data.
Microsoft, Nvidia and Nasdaq continue to refresh their highs, while the S&P index's bullish trend takes a pause; Adobe soared over 14%, and its target price was raised by several major banks after its earnings report; The first batch of generative AI application companies went public, and the "medical diagnosis" Tempus AI rose nearly 9% on its first day of trading.
Selling 13.4 million vehicles! China's auto brands surpassed the United States in global sales for the first time last year. BYD's three models are popular globally.
Jato Dynamics, an institution analyzing auto data, stated in their latest report that Chinese auto brands sold more than American auto brands for the first time last year. Tesla's Model Y, under the Tesla brand, became the best-selling model for the whole year, and this is also the first time a pure electric vehicle took the top spot on the global best-selling car list. At the same time, three models under the BYD Company Limited also made it to the top 25 of the global best-selling car list.
Northbound funds report large buy orders: China Yangtze Power suffered a net sell-out of 1.72 billion yuan.
On June 14th, the northbound funds net sold 4.735 billion yuan for the whole day, marking the fourth consecutive day of net selling.
Large buying report of northbound funds: Wuliangye Yibin suffered a net sell-off of 600 million yuan.
On June 13th, Northbound funds sold a net amount of 6.306 billion yuan throughout the day, marking the third consecutive day of net selling.
Electric vehicle sales in May: Byd Company Limited is far ahead, Chongqing Sokon Industry Group Stock and Chery have increased significantly year-on-year.
Among the TOP 10 list, the car companies all achieved positive sales growth compared to April; Chongqing Sokon Industry Group Stock and Chery Automobiles increased by 491.3% and 300.2% respectively year-on-year.
IShares MSCI China A ETF Declares Semi-annual Distribution of $0.0771
Shangshui Smart Science and Technology Innovation Board IPO terminated: plans to raise about 1 billion yuan for Minsheng Securities to sponsor BYD as its major customer and shareholder
① According to the prospectus, in 2020-2022, Shangshui Intelligence's sales to the top five customers were RMB 97 million, RMB 128 million, and RMB 363 million respectively, accounting for 88.31%, 84.49%, and 91.48% of current revenue, respectively. ② During the company's proposed IPO application period, 2 founders and several executives withdrew or left office, indicating that the company's internal control and management were questionable to a certain extent.
Northbound capital report shows large-scale buying: Kweichow Moutai suffered a net sell-off of 679 million yuan.
On June 12th, the northbound funds sold 3.335 billion yuan net all day, marking the second consecutive day of net sales.