BK0066 Processing of Agricultural Products
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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.
Are the company's shareholders “sweet” together? 90% of COFCO Sugar's highest profit since listing is intended to be used for distribution
① Stimulated by high sugar prices, COFCO Sugar achieved the highest annual profit of 2,073 billion yuan since listing last year, an increase of 177.04%; ② During the reporting period, the company's sugar operating volume reached 4.56 million tons and ketchup production reached 299,400 tons, of which the tomato business's revenue and profit all hit new highs; ③ Nearly 90% of the company's net profit for the full year of last year is to be distributed, with a total of about 1,861 billion yuan.
Listed companies that are “obsessed with stock trading”: Jilin Aodong lost more and the “top” proudly added 1 billion dollars in capital. Andeley doubles the stock price in a month while “holding” 26 A-shares
① Unlike Yunnan Baiyao's “Golden Pot Hand Wash,” Jilin Aodong announced that it plans to use no more than 1 billion yuan to invest in securities, but the total securities investment in the past 4 years has lost nearly 900 million yuan. ② Net profit of the top 100 groups surged 9 times year-on-year in the first quarter due to changes in the fair value of shares held, and Silanwei's investment loss last year was 450 million; ③ Sorting out the securities investment situation of A-share listed companies (attached table), China Communications Construction and Andeley ranked first and second in terms of the number of securities held.
The former eighth-largest shareholder plans to sell Huaxia Bank shares again. Is “high dividend” not good anymore? At the beginning of the year, many listed companies wanted to sell bank stocks
① On March 19, the listed company Huazi Industrial issued an announcement stating that it plans to sell some or all of the company's remaining Huaxia Bank shares (22,427,200 shares); ② during the peak of 2004, the company held 120 million Huaxia Bank corporate shares and was the eighth largest shareholder of Huaxia Bank; ③ Since the beginning of the year, several listed companies have issued announcements announcing the transfer of shares in listed banks and unlisted banks.
Arowana responds to the question of “selling dog meat with sheep's head”: the rice ingredients used by Wuchang Rice are all grown and purchased in the Wuchang region
① Recently, Wang Hai, a well-known counterfeiter, posted a video on Douyin questioning Arowana's talent, using Zhongke No. 5 rice to impersonate Daohuaxiang No. 2 in Wuchang Daohuaxiang products; ② Today, Arowana's side responded to a Financial Association reporter saying that the rice raw materials used by the company's Wuchang Rice were all grown and acquired in the Wuchang region of Heilongjiang Province, and will not be upgraded again
Stimulated by high sugar prices throughout the year, “Sugar King” lived up to expectations, COFCO Sugar achieved the highest profit since listing in 2023|Financial Report Interpretation
① Stimulated by high sugar prices, COFCO Sugar reached its highest profit since listing in 2023, with a year-on-year increase of about 177% ② The company's performance in 2024 may still be supported. Previously, the company expected sugar prices to remain high in 2024 ③ The company's sugar industry project in Zhangzhou is expected to be put into operation in the second half of 2024
High sugar prices+peak consumption season stimulates COFCO sugar industry's profit growth by more than four times in a single quarter|Interpretation of financial reports
① COFCO Sugar achieved net profit of 672 million yuan in the third quarter, an increase of 425.85% over the previous year; ② the company's tomatoes in the third quarter continued the trend of the first half of the year, further achieving a sharp increase in volume and price; ③ The main structure of the company's Zhangzhou sugar factory project has now been completed, and it is expected to be put into operation in the second half of next year.
The Q3 net profit of Guannong Co., Ltd. surged nearly 94 times, and the project is expected to be completed and put into operation this year and next two years|Financial Report Interpretation
① The profit level of Champion Co., Ltd.'s main business rose markedly, and Q3 net profit increased nearly 94 times year-on-year in a single quarter ② The company's gross margin increased markedly, up 16.2 percentage points from the same period last year ③ The company's multiple projects under construction will soon be put into operation this year and next year, and future performance may still be supported
Raw material costs improved, and Arowana's performance picked up in the third quarter | Interpretation of financial reports
① In the first three quarters, Arowana achieved operating income of 188.5 billion yuan, up 0.4% year on year; achieved net profit of 2.13 billion yuan, down 9.5% year on year; ② The company achieved operating income of 69.13 billion yuan in the third quarter, up 2.1% year on year, and net profit of 1.16 billion yuan, up 208.4% year on year, compared to Q2 net profit, showing a recovery trend.
Selected Announcements | Great Wall Motor's sales volume increased 3.73% to 105,000 units in June; Dongfang Overseas International's total revenue in Q2 decreased 62.6% year on year
GAC Group's automobile sales volume increased 0.77% year on year to 236,200 vehicles in June; Tengshengbo Pharmaceutical signed a license agreement with VBI to expand strategic cooperation between the two sides in the field of hepatitis B; China Railway Construction recently won a bid for a major project of 53.653 billion yuan; Sunac China achieved contract sales of about 7.02 billion yuan in June; and Tencent Holdings spent HK$400 million to buy back 1.19 million shares on July 5.
New Year's Consumption Trends: Trillion Market, Competition for Prepared Meals Begins
The Spring Festival holiday has officially begun. Search for “prepared dishes” on various platforms, and you can buy all kinds of big meals. They range everything from high-end to ordinary home-cooked dishes, and they are not expensive. They are shipped normally during the Spring Festival and are very popular.
Bao Lingbao: the zero hero brand that participates in does have a meta-universe theme product development plan.
Bao Lingbao (002286) said on the interactive platform today that Hero Zero is currently a joint venture of the company's wholly-owned subsidiary and an attempt for the company to quickly enter the new consumer goods market and form a professional service capability in new consumer areas. Committed to the operation of brands such as "Hero Zero" and "hero&shero", the vision of the joint venture is to become a world-class application solution center for functional food and personal care products. After inquiry, the zero hero brand does have a meta-universe theme product development plan, but there is no product launch yet.
A-share tomorrow tuyere: retail sales of new energy passenger cars increased by 122.3% in November compared with the same period last year.
December 8 news, the industry is good dense introduction, there are 8 plates are expected to become A-share tuyere tomorrow. 1. The cost of raw materials has risen. Wangwang confirmed that the price of the product will be raised on December 8. In response to the price increase of the product mentioned in several research reports, Wangwang confirmed that it does have a plan to increase the price, because the price increase of all kinds of raw materials has become increasingly obvious since the beginning of this year. Bring cost pressure. Positive plate: food-related concept stocks: Haitian flavor industry, goldfish, sliced fish, Yili shares, Shuanghui Development 2, report: carbon neutralization-related market size is expected to reach 15 trillion yuan in 2050
35 shares received institutional buy rating Top Group has the highest attention.
Statistics show that 35 stocks received institutional buy ratings on December 6. Among them, Top Group has the highest attention, winning two institutional buy rating records; Vanke A, Lizhu Group, Luzhou laojiao, Supor, Lixun Precision and other stocks have all won one institutional buy rating record. From the perspective of institutional rating changes, there are 11 rating records for the first time concerned by agencies, involving Dier Laser, Baolingbao, Kos shares, China Jiajian, Nanshan Aluminum and other stocks.
Daodaoquan: sign a strategic cooperation agreement with Zhejiang Salt Group
Daodaoquan announcement, signed a strategic cooperation agreement with Zhejiang Salt Group Co., Ltd., Zhejiang Salt Group is the production and sales enterprise of salt, Daodao is the production and sales enterprise of edible oil, and the two sides are related industries to each other. In the food industry, there are industrial synergy benefits, obvious complementary advantages of products, can join hands in the research and development of food industry-related products.
24 shares, such as Shenzhen Saige, gained more than 30% of mainland shares.
Securities Times Network News, Wind statistics show that as of November 24, a total of 755 stocks land shares increased positions. Among them, a total of 24 shares increased by more than 30% month-on-month, and the biggest increase was Haoyue Nursing. Lu Shitong recently held 537900 shares, with a month-on-month increase of 108.9%. There are also Shenzhen Seg, Electro shares, Kangtai Medical, Deli shares, Karen shares and other stocks with greater month-on-month growth.
Cofco Sugar Industry: the economic losses suffered by its sugar beet sugar enterprises due to natural disasters will affect the net profit of 180 million-300 million yuan this year.
Cofco Sugar Industry announced that since October, under the influence of La Nina extreme weather, the company's sugar beet sugar enterprises Zhongliangtun he Bozhou Sugar Co., Ltd., Xinjiang Sifang Industrial Co., Ltd. and other companies during raw material harvest frequent rain and snow, especially on November 4-5, 2021, the northern Xinjiang region experienced the strongest cold wave weather process in nearly 45 years, in which the measured temperature of sugar beet plot in Zhaosu area of Yili was-27 ℃. The sudden drop in temperature has caused serious damage to the sugar beet raw materials of the sugar company owned by the company. According to preliminary statistics and verification, the disaster affected about 96000 mu of sugar beet (that is, unable to harvest or raw materials due to freezing
* ST Chinese Capital: the controlling shareholder will be changed to Hainan Shengtai Chuangfa Industry.
* ST Chinese Capital announcement, Hainan Shengtai Chuangfa Industrial Co., Ltd., WorldCom Investment (Shandong) Co., Ltd., and Binzhou Kangxing Grain and Oil Trading Co., Ltd., plan to add up to 54.32% shares of the transferee company of 1.25 billion yuan. If the share transfer is successful, the actual control of the company will be changed, Hainan Shengtai Chuangfa Industrial Co., Ltd. will become the controlling shareholder of the company, and Zhang Wenguo will become the actual controller of the company.
Express News | Cofco Science and Technology rose by the daily limit today, with a net purchase of 56.52 million yuan for Shenzhen stocks.
Review of the daily limit board: the Prev index fell back in the afternoon and the market of "drinking and taking medicine" rebounded.
November 16 news, the three major indexes opened low and high, the collective red after the high concussion. Plate, meta-universe concept continues to rise, liquor, medical beauty, home appliances and other large consumer plate performance is strong, hot concepts NMN, CRO, cultivate diamond plate again active. The two markets weakened in the afternoon and turned green across the board, with the index losing 3400 points, the turnover of the Shanghai and Shenzhen stock markets broke through another trillion yuan, and northbound capital inflows reached nearly 8 billion yuan. the market performance of the Northern Stock Exchange was in the doldrums. by the end of the day, only 7 of the 81 stocks in the market had risen. In terms of plates, meta-universe and game plates showed a strong performance in the afternoon, while the military industrial plate continued to decline. Overall, market sentiment is low