Zhejiang Sanmei Chemical Industry (603379.SH) will distribute a dividend of 2.3 yuan per 10 shares for the 2023 fiscal year with a record date of June 7th.
Zhejiang Sanmei Chemical Industry (603379.SH) released an announcement stating that the company will implement annual equity distribution in 2023, distributing a cash dividend of 2.3 yuan per 10 shares (including tax) with a record date of June 7th.
Express News | Researchers raised performance expectations ahead of time, and investors made big purchases
Zhejiang Sanmei Chemical Industry (603379): The price of third-generation refrigerants is rising, and the prosperity of the refrigerant industry is expected to continue to be bullish.
Event: On April 30th, 2024, Zhejiang Sanmei Chemical Industry released its annual report for 2023. The company's income for 2023 was 3.334 billion yuan, a decrease of 30.12% year-on-year; the net income attributable to shareholders was 280 million yuan, a decrease compared to the previous year.
Express News | Ping An Securities Research Report pointed out that it is recommended to focus on sectors such as fluorine chemicals, chemical fibers, and phosphorus chemicals. 1) Fluorochemicals: Quota issuance has been implemented, the fundamentals of supply and demand
Changjiang Securities: What are the applications, patents and costs of fourth-generation refrigerants?
HFOS, mainly the R1234yf, has now partially replaced the R134a in European and American models, and its mixed quality is expected to be promoted in various fields such as household and commercial air conditioning.
Express News | Dongguan Securities: The third-generation refrigerant market concentration is high and the competitive pattern is good
Sanmei Co., Ltd. (603379): Higher year-on-year performance, and the refrigerant boom is trending upward
The incident described that in 2023, the company achieved revenue of 3.33 billion yuan (-30.1% YoY), achieved vested net profit of 280 million yuan (YoY -42.4%), and realized non-net profit of 210 million yuan (YoY -53).
Sanmei Co., Ltd. (603379): The development of the refrigerant industry has entered a new stage. The company's 24Q1 performance increased sharply year-on-year
The company released its 2023 annual report and 2024 quarterly report. In 2023, the company achieved operating income of 3.334 billion yuan, a year-on-year decrease of 30.12%, and realized net profit of 280 million yuan to mother, a year-on-year decrease of 42.4 million yuan.
Express News | The refrigerant industry's boom rebounded, leading companies performed well in the first quarter
Sanmei Co., Ltd. (603379.SH): A total of 15,000 shares have been repurchased
Gelonghui, May 6 | Sanmei Co., Ltd. (603379.SH) announced that as of the end of April 2024, the company had repurchased a total of 15,200 shares, accounting for 0.0025% of the company's total share capital. The highest price of the repurchase transaction was 33.58 yuan/share, the lowest price was 32.48 yuan/share, and the total amount paid was RMB 502,003.00 (excluding transaction fees).
Zhejiang Sanmei Chemical IndustryLtd's (SHSE:603379) Three-year Earnings Growth Trails the 40% YoY Shareholder Returns
The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But in contrast you can make much more than 100% if the company does well. For instance the Zhejiang Sanme
Sanmei Co., Ltd. (603379) Comment: 1Q24 refrigeration dose price advantage, Sheng Fluorine Chemical began a long-term cycle of reversal and performance slightly exceeded expectations
Investment highlights: The company released its 2023 annual report, and the performance was in line with expectations. The company achieved operating income of 3.334 billion yuan (yoy -30.1%) in 2023, and net profit to mother was 280 million yuan (yoy-42.4 million yuan)
Sanmei Co., Ltd. (603379): Net profit due to mother increased 673% in the first quarter, rich product portfolio and marketing advantages
The overall production and operation are steady, and the expansion and layout of the industrial chain is accelerated. The company announced the “2023 Annual Report” and the “2024 First Quarter Report”: In the whole of 2023, due to the year-on-year decline in the prices of fluorinated refrigerants and hydrogen fluoride products, refrigeration
Sanmei Co., Ltd. (603379.SH): Net profit fell 42.41% to 280 million yuan in 2023, and plans to distribute 10 to 2.3 yuan
Gelonghui, April 29丨Sanmei Co., Ltd. (603379.SH) released its 2023 annual report. During the reporting period, the company achieved operating income of 3.334 billion yuan, a year-on-year decrease of 30.12%; realized net profit attributable to shareholders of listed companies of 280 million yuan, a year-on-year decrease of 42.41%; and realized net profit attributable to shareholders of listed companies after deducting non-recurring profits and losses of 209 million yuan, a year-on-year decrease of 53.62%. It is proposed to distribute a cash dividend of 2.30 yuan (tax included) for every 10 shares to all shareholders. The company's operating income decreased by 30.12% year-on-year during the reporting period, and was attributed to listed companies during the reporting period
Sanmei Co., Ltd. (603379.SH): Net profit of 154 million yuan in the first quarter increased 672.53% year-on-year
On April 29, Ge Longhui Co., Ltd. (603379.SH) released its report for the first quarter of 2024, achieving operating income of 959 million yuan, an increase of 23.28%; net profit attributable to shareholders of listed companies was 154 million yuan, an increase of 672.53% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 154 million yuan, an increase of 610.63% year on year; basic earnings per share were 0.25 yuan.
Guoxin Securities: The supply and demand pattern is improving, and there is strong certainty that third-generation refrigerants will continue to recover
Starting in February 2024, all parts of the country have taken many measures to promote “trade-in” of automobiles and home appliances to stimulate consumption vitality. Air conditioning schedule data showed beautiful performance, automobile sales data, and refrigerants continued the upward trend.
The fluorine chemical sector continues to rise. Sanmei shares rise and stop
The fluorine chemical sector continued to rise in the afternoon, leading in the refrigerant direction. Sanmei shares rose and stopped, Juhua shares impacted the rise and fall, and Jinshi Resources, Haohua Technology, Yonghe Co., Ltd., and Dongyang had higher gains. According to news, in 2024, as HFCs quotas began to be implemented, refrigerant prices began to rise sharply. As of April 19, the market price of R32/R125/R134a was 30,000 yuan/ton, 45,000 yuan/ton, and 32,000 yuan/ton, which increased by 101.9%, 79.4%, and 32.6%, respectively, compared to 2023. According to the first quarterly report of Juhua Co., Ltd., the company achieved a 103% year-on-year increase in net profit.
Minsheng Securities: As fluoropolymer projects continue to be implemented, the performance of leading fluorine chemical companies is expected to continue to increase
After the HFCs quota is implemented, competition in the fluorine chemical industry chain may shift to competition for polymer fluoropolymers and other fluorine fine chemicals, and I am optimistic about the project implementation opportunities brought by leading fluorine chemical companies based on outstanding R&D capabilities.
Guosheng Securities: Third-generation refrigerants are expected to surpass the historical two-generation market
In the current boom, in a context where the three generations have begun to implement quotas, the fourth generation of patents have not yet fully expired, and the third generation accounts for a very low share of downstream costs (about 1%-2%), the third generation refrigerants are expected to show a super boom that surpasses the historical two rounds and two.
Express News | Pacific Securities: Refrigerants are expected to continue to rise in price
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