Huafeng Chemical (002064): Q1 gross margin increased month-on-month, stabilizing the leading position of spandex

Event: The company released its 2023 annual report and 2024 quarterly report. In '23, we achieved revenue of 26.298 billion yuan, +1.60% year-on-year, and achieved net profit of 2,478 billion yuan to mother, or -12.85% year-on-year. 24

西部證券16minutes ago

Deng Xiaofeng reduced his holdings of cyclical stocks and added a new automotive chip stock

Deng Xiaofeng, the star fund manager who made a fortune of 10 billion dollars in Zijin Mining, reduced his holdings of cyclical stocks such as Zijin Mining, Yunlu shares, and China Aluminum in the first quarter of this year, sending a signal that some profits have come to an end for cyclical stocks. Specifically, Deng Xiaofeng took action against the biggest stock. The market value of Zijin Mining once soared by more than 470 billion yuan this year, continuously reaching record highs. Deng Xiaofeng began taking heavy positions as early as 2019. The market expects its holding cost to be around 3 yuan/share, and Zijin Mining's stock price will rise to more than 19 yuan/share. Deng Xiaofeng made a lot of money from this investment. When capital poured into cyclical stocks, Deng Xiaofeng began to reduce his holdings. In the first quarter of this year, Gao Yi Xiaofeng

Gelonghui FinanceApr 29 15:30

Huafeng Chemical (002064): Spandex boom recovers, Q1 performance improves, continues to increase dividend ratio

Incident 1: The company released its 2023 annual report. In 23, the company achieved operating income of 26.3 billion yuan, +2% year-on-year, and net profit to mother of 2.5 billion yuan, -13% year-on-year; of these, Q4 achieved revenue of 6.6 billion yuan in a single quarter

光大證券Apr 25 11:51

Huafeng Chemical (002064): Net profit returned to mother fell 12.85% year on year in '23, optimistic about the growth space brought about by the commissioning of new projects

Huafeng Chemical released its 2023 annual report. In 2023, the company achieved operating income of 26.298 billion yuan, a year-on-year increase of 1.60%, and net profit to mother of 2,478 billion yuan, a year-on-year decrease of 12.85%. The company's intention

海通國際Apr 24 00:00

Huafeng Chemical (002064) Company Information Update Report: Spandex and Adipic Acid Production Capacity Bottom Expansion Company Q1 Performance Increased Month-on-Month

Spandex and adipic acid production capacity expanded at the bottom, and the company's Q1 performance increased month-on-month, maintaining the “buy” rating. In 2023, the company achieved operating income of 26.298 billion yuan, +1.60% over the same period last year, and achieved net profit of 2,478 billion yuan to mother

開源證券Apr 24 00:00

Huafeng Chemical (002064): Spandex and adipic acid continue to expand and await recovery in 2024

The 2023 and 1Q24 results are basically in line with market expectations. The company announced 2023 results, achieving revenue of 26.30 billion yuan, +1.6% year on year; net profit to mother of 2.48 billion yuan, -12.8% year on year, corresponding

中金公司Apr 20 00:00