BK0048 Auto Parts
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Targeting solid-state hydrogen storage systems! ZYNP Corporation collaborates with Jeken to extend the hydrogen energy industry chain layout.
Zynp Corporation announced a partnership with Jinkaien Hydrogen Energy Department to cooperate on solid-state hydrogen storage systems. As for fuel cell energy, the company has the ability to produce 2000 units of fuel cell engines per year, and has completed the production and delivery of the first batch of 50 products.
Tesla's shareholders' meeting will be held on June 13, and humanoid robots are expected to be catalyzed by events
① The 2024 Tesla Shareholders' Meeting will be held on June 13, and several Optimus clips will be shown in the promotional video. ② China Aviation Securities predicts that with the launch of Tesla Optimus, humanoid robots will enter the first year of mass production in 2025.
Intelligent driving industry events are catalyzing, and institutions are optimistic about sector investment opportunities
Societe Generale Securities said it is optimistic about the progress and investment opportunities of the intelligent driving industry. Judging from the pace of investment, Tesla is the anchor of intelligent driving. FSD's subsequent progress may exceed expectations. There may be many eventful catalysts during the year, and the intelligent driving sector has sector opportunities.
The quarterly adjustment of the MSCI Index excludes 15 Hong Kong stocks. The effective date is scheduled for early June
① Which individual stocks will MSCI China adjust quarterly? ② How much impact does the MSCI Index have on the market?
The Beijing Low Altitude Economy and Industry Development Alliance was established, and the trillion-dollar low-altitude market is expected to gradually arrive
① The Beijing Fengtai District Low Altitude Economy Industry Innovation Conference was held on May 15. At the conference site, the establishment of the Beijing Low Altitude Economy and Industry Development Alliance was announced. ② Zheshang Securities pointed out that compared to the previous round of the low-altitude economy, there were major breakthroughs at various levels such as policy and industry. The industry is in the accelerated implementation stage, and the trillion dollar market is expected to gradually arrive.
Linglong Tire: Domestic supporting business Maori is repairing the Serbian semi-steel tire project and will be put into production next year
① Wang Feng, chairman and president of Linglong Tire, said that the gross profit of the company's domestic supporting business continues to recover, and the Serbian factory plans to produce passenger and light truck tires in 2025. ② Lu Xiaoyan, the company's financial director, said that the company's overseas supporting gross margin was the highest among the four business segments. The company believes that the Serbian factory support side will also maintain a high gross profit margin in the future.
Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.
Also, shareholders of trust companies are looking for buyers. The second shareholder of Beijing Trust plans to make a “clearance” listing and transfer. Last year, they now lost their first loss in nearly ten years
① Recently, information on the “Beijing Trust Trust Equity Transfer (accounting for 15.32% of total share capital)” project was listed on the Beijing Equity Exchange listing promotion section. The transfer unit was Aerospace Science and Technology Finance Co., Ltd., which is the second largest shareholder of Beijing Trust. ② Since this year, in addition to Beijing Trust, at least trust companies such as Dongguan Trust, CNOOC Trust, and Zhongcheng Trust have reported share transfers during the year.
After 100 million yuan of stock holdings were reduced by 100 million yuan, the net assets fell to -420 million yuan, and can they get out of trouble after state-owned assets enter the market?
① Dalian Jinyun surpassed Dalian Wanda Group's shareholding and became the largest shareholder of Centennial Life; ② After this capital increase and share transfer, Centennial Life still had 17 shareholders, and the equity structure was scattered; ③ At the end of the first quarter of 2023, Centennial Life's net assets had fallen to -420 million yuan and was insolvent.
Concept News | Financial Federation adds “commercial aerospace” to the theme library
① From the mention of commercial space at the Central Economic Work Conference in 2023 to being included in the government work report in 2024, commercial space has ushered in new opportunities. ② List of commercial aerospace concept stocks.
The rating is an increase in weight! Ehang Intelligence received the first coverage from Damo, and the low-altitude economy took off at an accelerated pace
① On May 6, the Morgan Stanley Rating Report covered Ehang Intelligence for the first time. The first rating was an increase in wealth, and the latest target price was $27.50. Affected by this news, the US stock of Ehang Smart surged by more than 7%. ② CITIC Construction Investment Securities said that state ministries and departments continue to make positive statements to promote the healthy and safe development of the low-altitude economy, and suggest focusing on the continued catalysing of low-altitude economic policies.
After receiving the second payment license, Douyin Pay's parent company significantly increased its capital to 2.15 billion dollars. What are the considerations? Industry: Or related to new non-bank payment regulations
① Recently, Tianjin Tongrong E-Commerce Co., Ltd., the parent company of Douyin Pay, increased its capital by 207%. In other words, the registered capital increased from 700 million yuan to 2.15 billion yuan. ② The industry believes that this move may be related to the new non-bank payment regulations. ③ Recently, Douyin Group is relying on Tianjin Tongrong to promote the acquisition plan of the second payment license Linkage Advantage E-Commerce Co., Ltd.
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.
Auto parts continue to be popular! Joyson Electronics' Q1 net profit exceeded 300 million and won 29.8 billion new orders | Financial Report Interpretation
① In the first quarter of this year, the boom in the auto parts industry continued unabated; ② the net profit and orders of leading manufacturer Junsheng Electronics both increased; ③ Changes in the global automotive industry faced many potential risks.
Takuma---Yonezawa Bioenergy was established as a joint investment with Iwahori Construction
Takuma ＜6013＞ announced on the 23rd that it has established Yonezawa Bioenergy, which conducts FIT biomass power generation business, with Iwahori Construction Industry through joint investment in Yonezawa City, Yamagata Prefecture. According to its long-term vision “Vision 2030,” the company “continues to grow sustainably with customers and society by promoting ESG management, and continues to be an essential part of society as a leading company centered on the fields of renewable energy utilization and environmental conservation.” I'm going to put that up. This case is the realization of a vision
Up more than 12%! Tesla pushes “affordable new cars” supply chain companies are expected to welcome new investment opportunities
① US electric vehicle manufacturer Tesla surged more than 12%, the biggest one-day increase since January 2022, and its market value returned above 500 billion US dollars. ② Tesla stepped up again on April 24. Tesla's official blog announced the launch of a “0 down payment” campaign. The applicable models are Model 3 and Model Y. In addition, Musk has also accelerated plans to launch new models at lower prices.
Last year's net profit slightly exceeded market expectations Wan Feng Aowei: Continuing to promote the rapid implementation and commercialization of eVTOL cooperation projects
① According to several brokerage firm research reports, Wanfeng Aowei's performance slightly exceeded market expectations. Previously, brokerage firms generally expected the company's net profit last year to be around 710 million yuan; ② the company accrued asset impairment reserves totaling 332 million yuan in 2023; ③ The company achieved net profit of 227 million yuan in the first quarter of this year, an increase of 1.25% over the previous year.
[Looking at the data] Northbound capital has greatly increased its positions in financial stock institutions, and the floating capital game Wanfeng Aowei
① Ping An of China received net purchases of more than 500 million dollars from northbound capital, and China Merchants Bank and Agricultural Bank all received net purchases of more than 200 million yuan. ② Wanfeng Aowei was sold for 179 million yuan by two institutions and purchased by two first-tier tourist seats. Among them, the Xi'an Suzque Street Sales Department of CITIC Securities bought a net share of 135 million yuan.
A new product launch conference for Huawei smart car solutions will be held, and related companies are expected to usher in a new round of product cycles
The “2024 Huawei Smart Car Solution New Product Launch Conference” will be officially held in Beijing on April 24. The theme of this year is “Smart must be done”. At that time, Huawei will release fully upgraded smart car solutions, as well as new products and technologies. At this press conference, Huawei will also announce new smart car solution brands and other important information.
[Data review] Northbound capital sold sharply, Zhongji Xuchuang's famous floating capital bucked the trend and increased Wanfeng Aowei
① Among the top ten transactions of Shanghai and Shenzhen Stock Connect, Zhongji Xuchuang had the highest net sale, with a net sale of 379 million yuan, the largest single-day net sale of Shenzhen Stock Connect during the year. ② Wanfeng Aowei, which fell to a standstill, was bought by CITIC Securities's Xi'an Suzque Street Sales Department for more than 50 million yuan. This seat bought 118 million yuan of the stock last Friday.