No Stock Yet
Open Source Securities: Winter Storage and Spring Farming Boosts Phosphate Fertilizer Boom+Iron Phosphate (Lithium) Drives Increased Demand for Phosphate Ore, May Welcome Value Revaluation
The Zhitong Finance App learned that Open Source Securities released a research report saying that winter storage and spring farming boosted the phosphate fertilizer boom and iron phosphate (lithium) led to increased demand, and phosphate ore is expected to usher in a revaluation of value. It is expected that enterprises will fully benefit from supporting high-quality phosphate resources and receiving phosphate fertilizer export quotas. Beneficial targets: Yuntianhua (600696.SH) (14.5 million tons/year of phosphate ore, accounting for about 20% of the country's ammonium phosphate exports in 2021), Xingfa Group (600141.SH) (Expected to reach 6.15 million tons/year of phosphate ore by the end of 2022, 1 million tons/year of ammonium phosphate and supporting 680,000 tons of wet phosphoric acid plus purification
Chuan Heng Co., Ltd. (002895.SZ): There is no early redemption of “Chuan Heng Convertible Bonds”
Gelonghui, Feb. 3 丨 Chuanheng Co., Ltd. (002895.SZ) announced that from January 9 to February 3, 2023, the closing price of the company's stock price for 15 trading days was no less than 130% (i.e. 26.88 yuan) of the current transfer price of “Chuan Heng Convertible Bonds” (that is, 20.68 yuan/share). After deliberation and approval at the 25th meeting of the third board of directors of the company, although the conditional redemption clause for the “Chuan Heng Transfer Bonds” has been achieved, combined with the construction of the company's fund-raising projects and the relatively short time it has taken for “Chuan Heng Convertible Bonds” to enter the stock conversion period up to now, the company does not exercise redemption rights and does not redeem “Chuan Heng Transfer” early
Dongguan Securities: New iron phosphate production capacity is expected to accelerate the release of upstream phosphate demand, which may increase significantly
The Zhitong Finance App learned that Dongguan Securities released a research report saying that China currently has a basic reserve of 3.24 billion tons of phosphate ore, ranking second in the world, but the overall grade is not high and there are few rich ores. Over 90% of them are medium to low grades. As new iron phosphate production capacity is expected to be released at an accelerated pace, demand for upstream phosphate ore will increase markedly. In the context of tight supply and demand for phosphate ore, industrial chain profits will shift upstream. It is recommended to focus on phosphate chemical companies with high phosphate ore self-sufficiency, a high degree of integration, and technological and cost advantages, such as Xingfa Group (600141.SH), Yuntianhua (600096.SH), and Chuanheng Co., Ltd.
Chuanheng Co., Ltd. (002895): Annual performance increased sharply year-on-year, and integrated mineralization accelerated deployment
Incident description On January 18, Chuanheng Co., Ltd. issued an advance performance increase announcement for 2022. The company expects to achieve net profit of 70-850 million yuan in 2022, an increase of 90.34% to 131.13% over the previous year. It is expected to achieve net profit of 71-860 million yuan after deducting non-return mother's net profit, an increase of 106.72% to 150.39% over the previous year. The company's annual performance reached a record high. Prices of main products rose, and the company's performance increased dramatically over the same period last year, making full use of its resource advantages. The company expects to achieve net profit of 70-850 million yuan to its mother in 2022, the same
The lithium extraction sector in Salt Lake in a straight line boosted Ganfeng lithium industry by nearly 5%
Chuanheng Co., Ltd. (002895.SZ): Non-net profit after deducting 2022 is expected to increase 106.72%-150.39%
Gelonghui, January 17, 丨 Chuanheng Co., Ltd. (002895.SZ) disclosed its 2022 annual performance forecast. It is expected to achieve net profit of 700 million yuan to 850 million yuan to shareholders of listed companies in 2022, an increase of 90.34%-131.13% over the previous year; net profit after deducting non-recurring profit and loss was 710 million yuan to 860 million yuan, an increase of 106.72%-150.39% over the previous year. The main reasons why the company's 2022 performance is expected to increase compared to the same period of the previous year are: sales prices of the company's main chemical products and phosphate ores rose, operating income increased, and chemical products
Chuanheng Co., Ltd. (002895.SZ) is forecasted to increase. Net profit of 700 million yuan to 850 million yuan in 2022 is expected to increase 90.34%-131.13% year-on-year
According to the Zhitong Finance App, Chuanheng Co., Ltd. (002895.SZ) released its 2022 annual performance forecast. Net profit attributable to shareholders of listed companies is expected to reach 700 million yuan to 850 million yuan for the whole year, an increase of 90.34%-131.13% over the previous year. The main reason why the company's 2022 performance is expected to increase over the same period of the previous year is that sales prices of the company's main chemical products and phosphate ores rose, operating income increased, and gross margin of chemical products and phosphate ores increased year-on-year, so the company's performance increased year-on-year.
Chuanheng Co., Ltd.: Net profit is expected to increase 90%-131% year-on-year in 2022
Chemical and fertilizer stocks boosted Chuanheng's shares to lead the way in the afternoon
Chuanheng Co., Ltd. (002895.SZ): Obtained 1 patent certificate, a method for producing highly water-soluble ammonium phosphate
Gelonghui, December 26, 丨 Chuanheng Co., Ltd. (002895.SZ) announced that the company recently received 1 patent certificate issued by the State Intellectual Property Office of the People's Republic of China, which is a method for producing highly water-soluble monoammonium phosphate. Obtaining the above patents is conducive to further improving the company's intellectual property protection system, forming a continuous innovation mechanism, maintaining a leading position in technology, and continuously enhancing the company's core competitiveness.
No Stock Yet