BK0041 Chemicals
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Excellent New Energy Leaf Campaign: Promoting an international layout, only progress can be achieved if there is competition | Dialogue with science and innovators
① Ye Activity said that Excellent New Energy has already undergone a two-week field investigation by the European Union and also applied for a hearing as soon as possible. To a certain extent, European anti-evasion investigations have played a role in purifying the market; ② Overseas markets have become the focus of biodiesel companies' layout. Regarding the layout choices of overseas markets, Ye Activity admits, “We are all considering them now. Relatively speaking, we will choose countries and regions where superior resources can be integrated.”
Concept News | Financial Federation adds “electromagnetic shielding” to the theme library
① Electromagnetic shielding materials are widely used in consumer electronics, automobiles, aerospace, communications and other fields. With the comprehensive development of 5G, cloud computing, AI and other industries, it has provided a large amount of market demand for the electromagnetic shielding materials industry. ② List of electromagnetic shielding concept stocks.
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”.
Trendy sectors such as utilities and overseas travel continue to strengthen. Can the resumption of trading of Zhengdan shares drive short-term sentiment to bottom out and rebound?
Track the entire life cycle of the main sector
[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.
Prices are rising one after another! Chemical product prices are at the bottom or have experienced excessive price growth in these segments
① Recently, the chemical sector is gaining popularity, and related individual stocks have risen on a large scale. ② China's chemical product price index hit the bottom of the current round at 4,543 points on January 11. ③ CITIC Securities has summarized the types of chemicals that have achieved excessive increases in price compared to costs since 2024Q1, including refrigerants, TMA, viscose filaments, nitrochlorobenzene, maltol, vitamins, MMA, etc.
Sudden! Gold Concept Stock Supervisor's Spouse Illegal Short-Term Tradings|Highlights of After-Market Announcements
Carmel Packaging: Net profit forecast year-on-year increase of 75.28% — 127.66% in the first quarter
Domestic photoresist technology welcomes major breakthroughs in the domestic market, and there is plenty of room for replacement
① Recently, Jiufengshan Laboratory and Huazhong University of Science and Technology formed a joint research team to support the Huazhong University of Science and Technology team research on “chemically amplified photoresist with double nonionic photoacid to enhance response” technology, based on the Jiufengshan Laboratory process platform. ② According to SEMI data, the size of the semiconductor photoresist market in mainland China was US$593 million, up 20.47% year on year, and the growth rate was much higher than the global semiconductor photoresist market.
Net profit of polyfluoride fell 70% year on year, saying lithium hexafluorophosphate “will gradually bid farewell to sharp rise and fall” | Annual Report Interpretation
① Affected by the decline in lithium hexafluorophosphate prices, the net profit of polyfluoride (002407.SZ) in 2023 fell by more than 70% year on year. ② Polyfluoride stated in its annual report that as the downstream new energy industry gradually changes from explosive growth in the past to steady growth, the price of lithium hexafluorophosphate will gradually bid farewell to the sharp rise and fall and enter a new stage of steady development.
Hong Kong stocks and A shares burst out of nowhere! How credible is this rumor?
Today is another day dominated by rumors!
Private equity leader Gao Yi's asset holdings revealed: Deng Xiaofeng, Feng Liu, and Qiu Guolu each made moves
① Gao Yi Linshan No. 1, managed by Feng Liu, held 3 shares of Baofeng Energy, Angel Yeast, and Shanghai Jiahua at the end of last year. ② Deng Xiaofeng's holdings cover stocks such as Zijin Mining, Wanhua Chemical, China Jushi, and China Aluminum. Although his holdings in Zijin Mining have been reduced for several consecutive quarters, the market value of his holdings is still 8.707 billion yuan.
Is the actual controller taking stock of his own stock? The chairman of RheinBio plans to be banned from the market for 5 years
① RheinBio announced yesterday that Qin Benjun, the chairman of the company, which was investigated by the Securities Regulatory Commission in May of last year for allegedly manipulating the securities market, has received an advance notice of administrative penalties. ② Qin Benjun will be fined more than 2.07 million for using private equity products to “sit down” on his own stocks, and the Securities Regulatory Commission plans to ban him from entering the market for 5 years. ③ This is not good news for RheinBio, whose net profit was already “declining” last year.
The new open source 623 million yuan fixed increase plan was rejected, and the current executive team's “holdings increase plan” was thwarted
① As one of the three founding partners and former chairman of New Open Source, Wang Jianqiang, who left the company for two years, is trying to return to the company's management. ② The executive team's plan to increase shareholding ratio through fixed increases was thwarted.
Aiming at overseas production capacity, polyfluoride plans to jointly invest 700 million yuan to establish a joint venture with a Korean company
① Polyfluoride announced that the subsidiary plans to jointly invest with SBH Korea to establish a joint venture. The joint venture plans to invest a total of about RMB 701 million to build lithium hexafluorophosphate production capacity, mainly sold to SBH's global electrolyte plants. ② The polyfluoride layout has a long history. It was previously stated that compared with the fierce competition in the domestic market, the overseas market has huge potential, and the company is actively deploying the Korean, European and American markets at this stage.
Computing power crosses the boundaries of bullish stocks: Will new faces such as Annell, Henglin, and Annuoqi “rise to prominence”, recreate the myth that their predecessor Hongbo shares are 10 times bigger than their predecessor?
① AI computing power surged, and the stock price of the cross-border bull stock Anna doubled in 11 trading days; ② Home furnishing manufacturer Henglin Co., Ltd. announced that its stock price rose and stopped the next day, but then plummeted for 2 consecutive days; ③ Hi-Tech Development, which plans to acquire 70% of Huakun Zhenyu's shares, closed on Thursday and recorded a record high of 10 days and 7.
The former chairman of Xinjian Open Source is “at full throttle”! The proposal to dismiss a number of current board members was rejected, and the exchange quickly issued a letter “paying close attention”
① The former chairman Wang Jianqiang, who was forced out of office, attempted to remove three independent directors, including Zhang Junzheng, failed to pass review by the board of directors. ② Wang Jianqiang questioned the company's transformation from specialization to family management.
While revenue declined due to weak terminal demand, Catalyst withheld non-net profit plummeted by nearly 60% last year
① Regarding the decline in performance, China Catalyst stated that it was mainly due to the company's demand in the downstream terminal market falling short of expectations, leading to a decline in sales volume and a decrease in operating income. ② While consolidating the development of mobile source denitrification molecular sieve business, China Catalyst is increasing the layout of new environmentally friendly materials to optimize the company's product matrix.
Yuanchen Technology's financing market has repeatedly hit regulatory red, and the online stock exchange twice during the year suggests the risk of financing transactions
① Currently, the company is applying various hot concepts such as composite fluid collectors, masks, energy saving and environmental protection. ② During the reporting period, the company achieved total revenue of 524 million yuan, down 9.46% from the previous year; deducted non-net profit of 310.909 million yuan, a decrease of 76.95% from the previous year.
Benefiting from the development of the consumer electronics and passenger car business, Matsui Co., Ltd.'s revenue and net profit both increased in 2023, but the stock price fell 40% to a record low during the year
① In the 2023 annual report forecast, Matsui Co., Ltd. attributed the double increase in net profit to the consumer electronics business and passenger car business driving the company's performance growth. ② Since this year, the company's stock price has fallen by 42.43%, and the Shanghai and Shenzhen 300 Index fell 2.20% during the same period.
In the troubled industry cycle, Jinhe Industrial's net profit is estimated to be reduced by nearly 60%, and the price decline of major products has not stopped this year
① Jinhe Industrial expects net profit to drop by nearly 60% year-on-year in 2023, mainly due to the decline in sales prices of major products due to the impact of the industry cycle and market competition. ② The expansion of production capacity for food additives in recent years has led to oversupply, and overseas demand falls short of expectations. Prices of various varieties fell all the way down last year, but this year they are still declining. ③ Jinhe Industrial is still promoting a series of projects to expand the scale effect and extend the industrial chain.