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Taking over the shares of the former top 500 private enterprises, Keqiao Transformation and Upgrading Company will become the second largest shareholder of Shaoxing Bank and the largest shareholder of Ruifeng Bank at the beginning of the year
① The Shaoxing Bank shareholder qualification of Keqiao Transformation and Upgrading Company was approved, and the supervisory authority agreed to transfer a total of 9.12% of the shares of Jinggong Group and Shaoxing Zhongfu. ② The transferred shares indicate that all of them have been pledged. A relevant person from the board of directors of Shaoxing Bank said that the transfer will greatly ease shareholders' equity pledge issues. ③ The actual controller of Keqiao Transformation and Upgrading Company is the Keqiao District Finance Bureau. It just completed the transfer in February this year to become the largest shareholder of Ruifeng Bank.
Industrial Bank issued another 20 billion second-tier capital bonds in the second quarter, and the bank accelerated the issuance of 2 permanent bonds by more than 314.7 billion yuan
① Since the second quarter of this year, 18 banks have successively issued second-tier capital bonds and perpetual bonds (including proposed issuance), with a total issuance scale of 314.75 billion yuan; ② Since May, the yield on bank capital bonds has diverged. Experts believe that there is still room for strength under the imbalance in the supply and demand structure.
Express News | The Securities Regulatory Commission issued and implemented the “Guidelines for the Application of Regulatory Rules - Issuance Class No. 10”, which will be implemented from now
MSCI China Index Quarterly Adjustment Announced! Added 10 new constituent stocks including Hisense Home Appliances (00921)
On May 15, MSCI, an international index compiling company, announced its quarterly index adjustment results for May 2024. The adjustment results will take effect after closing on May 31, 2024.
“No interest rate cuts”! The central bank renewed the $125 billion MLF at an affordable price
Considering the implementation of ultra-long-term special treasury bonds, the Galaxy Securities macro team said that interest rate cuts may be imminent. Among them, the downgrade may arrive soon, and interest rate cuts may be in the second quarter.
New Consumer Daily | Taotian Group's revenue in the first quarter increased 4% year-on-year to 93.216 billion yuan; Lin Xiaohai will be the CEO of Shanghai Jiahua...
New Consumer Daily, May 14. The main contents of today's New Consumer Daily include: Nacha Auto responded to the Tianjin vehicle overfire accident without causing any injuries; 315 revealed that the branch of Troutou Meat Company had been cancelled; and Apple Vision Pro has passed China's 3C certification.
A wave of chairman resignations? Overnight, 5 listed companies announced one after another!
① According to the announcement, 6 senior board chairman-level officials announced their resignation on the evening of May 14, involving 5 listed companies. ② Among them, Shanghai Jiahua Pan Qiusheng and Wu Jin Stainless Zhu Guoliang all had their original terms due to expire this year.
Also, I saw that the finance company “sold” Guangfa Bank shares. Minmetals Finance was directly discounted by 10% when listed for the second time, and Sinopec Finance still hasn't found a buyer
① Minmetals Finance's 604.113.15 million Guangfa Bank shares were re-listed and transferred. The reserve price was reduced to 564 million yuan, a 10% discount from the previous one. ② Sinopec Finance's public listing transfer of 367.21.52 million Guangfa Bank shares expired today, and no buyers have been found. ③ Regulations have forced finance companies to “sell off” financial institution shares, and central state-owned enterprises are all speeding up the sell-off of financial equity by removing non-main investments.
Cui Dongshu: Domestic retail penetration rate of new energy vehicles was 43.7% in April, an increase of 12 percentage points over the same period last year
On May 14, Cui Dongshu, Secretary General of the Passenger Transport Association, published an article stating that the domestic retail penetration rate of new energy vehicles in April was 43.7%, an increase of 12 percentage points over the 32% penetration rate in the same period last year. In April, the penetration rate of new energy vehicles among independent brands was 66.8%; the penetration rate of new energy vehicles among luxury cars was 22.6%; while the penetration rate of new energy vehicles in mainstream joint venture brands was only 7.5%. In April, retail sales of traditional cars fell 22% year on year, while retail sales of new energy vehicles rose 28% year on year, all under high pressure.
“Questioned” that the dividend ratio is too low Silan Wei: It's very hard work to be a semiconductor, and it is expected that Q2 deducts non-net profit will improve further | Direct impact on performance
① In 2023, Silan Micro's net loss was 35.785,800 yuan, the first loss since listing; ② According to reports, the company's 6 inch and 8 inch production lines were basically full in April, and the company's silicon carbide orders are currently being delivered by customers; ③ Silan Wei said that as revenue continues to grow, it is expected that Q2 deducted non-net profit will improve further.
Old gold stores switched to Hong Kong stocks: pre-IPO valuations soared nearly 9 times, and 32 stores earned an average revenue of 93.9 million
① From 2021 to 2023, revenue was 1,265 billion yuan, 1,294 billion yuan, and 3.18 billion yuan, respectively. ② As of December 31, 2023, Old Gold has 32 stores in 13 cities across the country, closed 2, and is currently operating 30. ③ During the reporting period, gross margins were 41.2%, 41.9% and 41.9% respectively, exceeding 40% for three consecutive years.
30 billion brokerage shares plan to buy 100% of Minsheng Securities shares and resume trading tomorrow|Highlights of post-market announcements
Beijing Lier: Wholly-owned subsidiary plans to sell shares in Minsheng Securities and subscribe for shares issued by Guolian Securities
Hongsoft Technology: AI commercials are discussing the gradual expansion of “smart superdomain integration” product coverage models with multiple e-commerce platforms | Direct access to performance meetings
① In addition to the Ali 1688 platform, the commercial product “PhotoStudioAI” is also negotiating cooperation with various e-commerce platforms, and will gradually be launched according to the work progress of PhotoStudioAI and each platform. ② Revenue from the mobile phone business rebounded in 2023. Thanks to smart superdomain fusion technology products, it has received a good market response, and is currently expanding to mid-range and low-end models.
Losses widened in the first quarter, Danghong Technology: due to rising equity incentive costs and compensation costs | Direct impact on performance
① In response to the increase in losses in the first quarter of this year, Danghong Technology said that equity incentive costs increased significantly compared to the same period last year. At the same time, the entry period for new recruits in 2023, especially R&D personnel, was concentrated after the first quarter, leading to an increase in personnel remuneration costs compared to the same period last year. ② The company is currently working closely with Intel to develop multi-modal large model technology and related products based on Intel Core Ultra CPUs
Qunzhi Consulting: The penetration rate of own-brand cars in mainland China exceeded 60% for the first time in the first quarter
According to data from Qunzhi Consulting, the penetration rate of own-brand vehicles (IBV for short) in mainland China exceeded 60% for the first time in 2024Q1.
Hengda Intelligent Control Science and Technology Innovation Board IPO terminated: “Clearance” dividends may be questioned by the market due to related transactions
① The IPO application for Hengda Intelligent Control Science and Technology Innovation Board was accepted by the Shanghai Stock Exchange on September 25, 2023. ② After the Shanghai Stock Exchange updated the status of the first round of review inquiries on October 26, 2023, Hengda Intelligent Control did not respond. ③ Industry insiders also said that Hengda Intelligent Control's withdrawal of the Science and Technology Innovation Board IPO application may have a certain relationship with related transactions and dividend ratios.
Salary cuts to sole proprietors? Huaxia Bank plans to adjust the directors' allowance standards. The sole director's income or “sharp rise and fall”, the reduction is about 9%
① Huaxia Bank's bill on the adjustment of directors' allowance standards attracted market attention. Due to changes in calculation rules, the bank's sole manager's allowance will probably drop to a certain extent from the level in the previous year's financial report. ② The new directors' allowance standard is 355,000 yuan/person/year. According to the 2023 financial report, Huaxia Bank's sole director's salary is generally around 390,000 yuan. Based on this initial calculation, the sole director's allowance was reduced by about 9%.
Hanchuan Intelligence: The Q1 automotive equipment business contributed a lot to revenue this year, and there may be an increase in commercial vehicle power exchange and other fields | Direct performance
① Cai Changwei, chairman and general manager of Hanchuan Intelligence, said that the company mainly contributed a lot of revenue in the first quarter; ② Hanchuan Smart's comprehensive gross margin for the first quarter was 28.22%, up 1.04% from the previous period, and the overall gross margin is expected to remain stable this year; ③ Hanchuan Smart expects the company to increase to a certain extent in the field of electricity exchange or double charging for commercial vehicles this year, and passenger cars may maintain the status quo.
A “reversal of the plight” in the pigment industry? Lily responds to the impact of the bankruptcy of Huibahe and the ownership of the joint venture became the focus | Direct access to the performance meeting
① Lily claims that the bankruptcy of Huibahe has had a certain impact on high-performance products; ② Lily has cooperated with Huibahe for a long time, and the joint venture has received attention; ③ the bankruptcy of giants compounded by a recovery in demand, and the pigment industry is expected to “reverse the plight”.
Passenger Federation: The pickup truck market sold 44,000 vehicles in April and is at a medium to high level in the past 5 years
On May 14, the Passenger Transport Federation revealed that the pickup truck market sold 44,000 vehicles in April 2024, up 4.4% year on year and down 13.1% month on month.