000016 SSE 50 Index
- 2508.01
- +6.28+0.25%
Intraday Overview | Hong Kong stock trends diverge, high dividend concept carnival; domestic housing stocks skyrocketed, Shimao Group rose more than 50%
The Hong Kong Stock Exchange rose more than 6%. Reports say Hong Kong Stock Connect's dividend tax may be reduced, and the listing of Saudi companies in Hong Kong is just around the corner.
SMIC's first quarter revenue rose 19.7% year on year, net profit of 71.8 million US dollars, down 68.9% year on year
SMIC expects revenue growth of 5% to 7% month-on-month in the second quarter, and gross margin in the range of 9% to 11%.
Domestic semiconductor Shuangxiong's Q1 performance is under pressure, and Q2 revenue may now be recovering, but the decline in gross margin is likely to be a drag
① In the first quarter, both companies' revenue and capacity utilization increased month-on-month; ② capital expenditure in the first quarter both declined month-on-month; ③ both expected revenue to increase month-on-month in the second quarter, but gross margin declined month-on-month.
Opinion | The market is moving forward amidst hesitation, and Hong Kong stocks are moving towards a bull market
The reason is also very simple: believe in common sense and believe in a return to the mean.
Northbound Capital Purchase Report: Sany Heavy Industries received a net purchase of 212 million yuan
On May 9, Northbound Capital made a net purchase of 8,014 billion yuan throughout the day. Among them, Sany Heavy Industries received a net purchase of 212 million yuan, and Midea Group bucked the trend and received a net sale of 290 million yuan.
BMW CEO warns that the EU's imposition of tariffs on Chinese electric vehicles is to “take a stone and hit yourself in the foot”
① Under von der Leyen's strong impetus, the EU will decide whether to impose additional tariffs on Chinese electric vehicles during the year; ② The BMW CEO warned that implementing the tariff policy could be counterproductive and endanger Europe's green transformation.
Express News | The first SSE 50 enhanced strategy ETF was issued in China
Northbound Capital Purchase Report: IFF received net sales of 305 million yuan
On May 7, Northbound Capital sold a net sale of 2.14 billion yuan throughout the day. Among them, IFF received net sales of 305 million yuan, and Kweichow Moutai bucked the trend and received a net purchase of 1,079 million yuan.
Within two days, the three cities made a statement to push driverless cars to launch intelligent connected vehicles in many places to “run” throughout the city
Local governments are taking action to let more “smart cars” drive on the “smart road.” On May 7, the Shenzhen Municipal Transportation Bureau officially released the “Shenzhen Intelligent Connected Vehicle Road Test and Demonstration Application Sixth Batch Open Road Catalogue”. A total of 43 roads were opened this time, with a total mileage of about 106.01 kilometers.
#中芯国际 2024Q1 Performance Topic #持续更新
Financial report preview
Great Wall Motor Co., Ltd. April 2024 Production and Sales Report
[Data on the market] 3 billion! Northbound set a record increase in Kweichow Moutai and several Dongcai Lhasa sales departments scramble to raise shares in Zhengdan
① Kweichow Moutai received a net purchase of 3.61 billion dollars from northbound capital, setting a single-day net purchase record for the stock from Shanghai Stock Connect. ② According to data from the Dragon Tiger List, four of the top five seats purchased by Zhengdan Co., Ltd., a popular leader in the chemical sector, were Dongfang Wealth's Lhasa sales department. In addition, the stock was sold for nearly 40 million in quantitative seats.
Chinese assets explode! The Hang Seng Index has risen ten times in a row, and China's Golden Dragon Index has been rising nearly 15% in two weeks. What do you think of the future market?
More and more global capital is looking at Chinese assets.
Under multiple pressures, the performance of new car builders in April was very different: ideally to respond with price cuts, NIO surged year-on-year
① Ideal completed the delivery of 25,787 vehicles in April, a slight increase of 0.4% year-on-year and a decrease of 11.03% month-on-month. ② NIO Auto delivered 15,620 vehicles in April, up 134.6% year on year. Since the beginning of April, NIO Auto's price reduction strategy has been showing results. ③ Zero Sports delivered 1,5005 vehicles in April, a year-on-year increase of 71.96%.
The last major increase in efficiency of crystalline silicon modules? Longji Green Energy's performance will push BC Technology to “break the siege” and new products are expected to be released in 2025 | Direct access to the results
① The company is about to release HPBC second-generation modules, and the module battery conversion efficiency has reached 24.4%; ② The company believes that BC technology is mainstream, and composite passivated back contact batteries are the definitive direction; ③ The company believes that according to the current market supply situation, without any special external factors, the supply chain imbalance problem will be difficult to resolve in the short term, and the elimination of backward companies will be accelerated.
Express News | Cash dividends for A-share companies reached a new high of 2.2 trillion yuan
The “power” of inventory and asset impairment is too great, Longji Green Energy turned profit and loss in the first quarter | Financial Report Interpretation
① Longji Green Energy's Q1 net loss was 2.35 billion yuan, and current inventory asset impairment preparations reached 2,649 billion yuan, which is an important reason for profit and loss; ② Regarding the annual target, the company head said that the overall shipping growth rate this year will not be lower than the average growth rate of the industry, and product shipments will continue to grow.
Maotai changed hands! “Old Maotai native” Zhang Deqin was reassigned as chairman and is considered a “doer”
① Kweichow Moutai announced that according to relevant documents of the Guizhou Provincial People's Government, Zhang Deqin was recommended as the chairman of the company, and that Ding Xiongjun no longer hold the position of chairman and director of the company. ② Before taking over Maotai, Zhang Deqin was the chairman of Guizhou Xijiu. Earlier, he worked for the Maotai Group for more than 10 years and was an “old Maotai native.” ③ Some people in the industry believe that Zhang Deqin may fine-tune some policies, but the strategy for Maotai University will not change.
Seize outbound travel bonuses? Baiyun Airport signs exit tax exemption contract with China Duty Free Group
① Baiyun Airport signed an exit tax exemption project contract with China Duty Free Group. Baiyun Airport said it will boost passenger consumption demand and enhance the resource value of terminal stores. ② The monthly operating expenses are charged according to the high charging model of “guarantee” and “commission”. Among them, the monthly guarantee contract fee is adjusted in conjunction with passenger throughput. According to the analysis, this has a positive impact on the company's performance improvement.
The automotive sector is once again strengthening, and the joint efforts of the central government, local authorities, and enterprises are expected to drive an increase of 1 to 2 million new cars
Combined with factors such as the intense hosting of the Beijing Auto Show and the successive introduction of “trade-in” policies and rules by local authorities and companies, the market closed on April 29, and related sectors, including complete vehicles, car dismantling, and auto parts, once again strengthened collectively. Among them, stimulated by the continuous introduction of local automobile consumption policies, Hong Kong stocks such as Zero Run, NIO, and Ideal generally rose; among A-shares, Zotye Auto had the highest increase, reaching 6.67%, and at one point it was close to a standstill in the intraday period.