BK0079 Building Materials for Decoration
- 876.312
- -5.323-0.60%
Investment in water conservancy construction increased by more than 90% in the first quarter, and industry prosperity is expected to continue to rise
In the first quarter, 23,500 water conservancy projects were implemented nationwide, and the scale of construction was 4.7 trillion yuan, up 15.8% and 12.3% respectively over the same period last year. Among them, 9683 new water conservancy projects were started, with an investment scale of 473.3 billion yuan, an increase of 33.8% and 47.6% respectively over the same period last year. In particular, 687 new water conservancy projects with a total investment of more than 100 million yuan were started, an increase of 94.6% over the same period last year.
The Ministry of Water Resources further promotes investment and financing reforms, and water conservancy investment is expected to become an important driving force this year
① The Ministry of Water Resources will further push forward the reform of water conservancy investment and financing, and jointly promote reforms in water prices, market-based water rights transactions, water conservancy project management systems, etc., and further broaden long-term funding channels for water conservancy construction. ② Tianfeng Securities expects that with financial support, infrastructure investment such as water conservancy will become an important driving force, focusing on the pace of implementation and promotion of large-scale water conservancy projects in key regions.
At the same time, Beijing and Shanghai proposed actions to deepen the reform and upgrading of state-owned enterprises, which is expected to catalyze sector valuation repair
CICC believes that the State Assets Administration Commission's research on incorporating market value management into performance assessments is expected to implement the operational quality improvement of central state-owned enterprises under the “one profit and five rate” framework to the performance of the capital market, and guide enterprises to convey confidence and stabilize expectations through market-based methods such as increasing holdings, repurchases, incentives, and increasing dividends, opening up a path of fundamental improvements to corporate valuation increases, and is expected to catalyze sector valuation repair.
2021 Employee Stock Ownership Plan “The principal amount has been lost”? Oriental Yuhong's boss Li Weiguo plans to reduce holdings and fulfill the “bottom cover” promise
① Three months after the director “complained” about the company's stock price, Dongfang Yuhong Chairman Li Weiguo plans to reduce his holdings and cash out no more than 900 million yuan to fulfill the underwriting promise; ② Dongfang Yuhong said that the move was to protect the interests of employees of the shareholding plan, effectively boost employee morale, and promote the company's continued, stable and healthy development; ③ due to the doubling of the employee stock ownership plan, when the decline reached 50%, or equivalent to a loss of principal.
Star Fund Manager's Q3 Positions Released! Recent investment trends such as Zhang Kun, Liu Yanchun, and Zhu Shaoxing revealed
The words and actions of well-known fund managers have attracted much attention from the market.
The fundamentals have already rebounded, and the stock price is still bottoming out? Director Dongfang Yuhong's circle of friends called “I can't understand” his peers: I have close ties in my heart
① Zhang Bei, director of Dongfang Yuhong, shouted in her circle of friends, “This method of stock decline has completely exceeded my expectations and refreshed the bottom line of my perception over and over again.” ② Regarding Zhang Bei's “hair ring” act, Wu Shijun, director of Aier Ophthalmology, said, “I am deeply attached to my heart.”
The Fund's second quarterly report is out! The latest trends of Xie Zhiyu, Zhu Shaoxing, and Fu Pengbo revealed
While Xie Zhiyu can invest in Hong Kong stocks, Xie Zhiyu also increased her holdings in CXO (Pharmaceutical Outsourcing) leading Pharmaceutical Biology and reduced her holdings in Huahong Semiconductor, Shunyu Optical Technology, and Jianyou shares.
Big Bank rating | UBS: add Guizhou Moutai, Sunshine Power and other stocks to the preferred list of Chinese capital stocks.
According to the China Market Strategy report released by UBS on April 7, about 61 per cent of the MSCI China Index stocks have announced results for the 2021 fiscal year, of which 4 per cent are lower than expected, mainly due to higher costs. Based on the rise in global commodity costs in the first half of this year, it is estimated that the market peers will revise their profit forecasts for Chinese stocks. The bank lowered its annual profit growth forecast for the MSCI China Index in 2022 from 9% to 7%, giving the MSCI China Index a target of 83 points this year (with a potential increase of 12%). At the same time, it removed the "underweight" view on the oil, gas and raw materials industries.
The reform of central enterprises has accelerated again! The State Assets Administration Commission clearly identified six key players, and the Chinese character rose strongly
The NDRC stated at its regular press conference that infrastructure investment should be carried out appropriately ahead of schedule to speed up the 102 major projects of the “14th Five-Year Plan”. This has also caused capital to chase central enterprises in related industries.
The 2022 infrastructure trumpet sounded in many places! Investments of more than 3 trillion dollars underpinned the “big infrastructure” market
Source: Securities Star In recent years, China has been dubbed an “infrastructure freak” with a series of large-scale infrastructure and super projects. A highway and high-speed rail crosses the north and south, and a bridge crosses mountains and seas, astonishing the world. As “infrastructure freaks”, active infrastructure investment policies are intensively introduced in various parts of our country at the beginning of each year, and this year is no exception. According to incomplete statistics, as of January 10, the total investment scale of major projects in various parts of China had exceeded 3 trillion yuan. Among them, many provinces and cities including Hebei, Guangdong, Heilongjiang, Zhejiang, Henan, Jiangsu, Anhui, Shanghai, Sichuan, Xiamen, etc.
News flash: the prefabricated building and furniture home plate is higher than the limit of Yangzi new materials and double gun technology.
December 21 news, prefabricated architecture, furniture home plate higher. As of press time, Yangzi New Materials, double Gun Technology, Lopskin, Mengtian Home has risen one after another, Mona Lisa, Fenglin Group, Bunny, Zhibang Home and so on. Guosheng Securities believes that building informatization is in a period of accelerated development, and there is a broad space for the future, and the relevant software development and application leaders are expected to benefit from it. At present, the production efficiency of China's construction industry is low, and it is relatively backward in cost control, schedule management and security. With the slowing down of the growth rate of the industry and the intensification of competition, the concentration of downstream owners and upstream raw material suppliers is increasing and tends to be strong. Human resources
Sinopec International: it is proposed to set up a joint venture company to invest in the construction of paper plasterboard production line and other projects.
Sinopec International announcement, the company and its wholly-owned subsidiary Handan Sinopec plan to set up Beixin Building Materials (Thailand) Co., Ltd. in a joint venture with the related party Beixin Building Materials (Thailand) Co., Ltd., with an annual output of 40 million square meters of paper plasterboard production line, an annual output of 3000 tons of light steel keel, an annual output of 4 million square meters of decorative plasterboard production line and its supporting facilities. The registered capital of the joint venture company is US $28 million equivalent Thai baht, while Beixin Building Materials, Company and Handan Chinese Materials contribute US $22.4 million equivalent Thai baht, 2.8 million yuan equivalent Thai baht and 2.8 million yuan equivalent Thai baht respectively, with a shareholding ratio of 80% and 1% respectively.
Yonggao shares: lawsuit has been filed against Evergrande Real Estate and its member enterprises in five cases.
Yonggao said that there has not been much progress in the Evergrande incident, and the company has filed lawsuits against Evergrande and its member companies in five cases, which are under trial, and we will announce them in time if there is any further progress.
Huali shares: Tan Hongru, the controlling shareholder, intends to reduce his stake in the company by no more than 2%.
Huali shares announced that Tan Hongru, the controlling shareholder, intends to reduce his stake in the company by no more than 2%.
Express News | Shanghai and Shenzhen 300 and other index sample stocks adjusted, Ningde era and other individual stocks changed
Lopskin: complete the acquirer is testing 100% equity
Lopskin announcement, previously disclosed that the company intends to buy 89.1007 million yuan Zhongyifeng Holdings holding founder testing 100% stake. As of the date of announcement, the company has paid 100% of the equity transfer to the above-mentioned equity transferors in accordance with the equity transfer agreement, totaling 89.1007 million yuan. As of the date of announcement, the industrial and commercial change procedures for the company's acquisition of 100% equity of Suzhou founder Engineering Technology Development and testing Co., Ltd. have been completed.
On December 10, 2021, the trading board already knew that the seven benefits are expected to be fermented.
December 9 news, there are seven positive may affect tomorrow's stock market, specifically: power Diamond: net profit is expected to increase 217% in 2021 compared with the same period last year, the company is expected to achieve a net profit of 232 million yuan-245 million yuan, an increase of 217.14% color 234.95% over the same period last year; during the reporting period, the company nurtured a large proportion of diamond products sales growth, significantly improved efficiency Fund-raising projects have been put into production one after another, and the production capacity of cultivating diamonds and diamond single crystals has increased steadily; the supply of diamond single crystals in the market is tight and the price has increased significantly. Eddie Pharmaceutical Co., Ltd.
Fang Wei of Fangda Group: to build HNA into a world airline with the first profit.
According to Liaoning Fangda Group, on the morning of December 8, HNA held a cadre and staff meeting, which was attended by more than 2500 HNA cadre and employee representatives from all over the country. Fang Wei, chairman of the board of directors of Liaoning Fangda Group, pointed out that HNA should first play a good role in the construction of a free trade port, resolutely implement the instructions and requirements of the Hainan provincial party committee and provincial government, obey the overall situation of the development of China's civil aviation industry and the development strategy of Hainan free trade port, and be determined to build a world airline with first-class safety, first-class service, and first profit.
Azure Dragon management industry: BCCP pipeline recruited by a bid-winning project of about 100 million yuan
Azure Dragon announced that the company received a "bid winning notice" from China Railway first Bureau Group Municipal Environmental Protection Engineering Co., Ltd. the single-source procurement documents submitted by the company have been accepted by China Railway first Bureau Group Municipal Environmental Protection Engineering Co., Ltd. the company is the successful bidder of BCCP pipeline recruited by Shizuishan branch project of urban and rural water supply source project in Yinchuan metropolitan area. It accounts for 4.85% of the company's audited total revenue in 2020.
晚间公告热点追踪：*ST海航实控权移交 辽宁方大正式入主
【*ST海航实控权移交 辽宁方大正式入主】 方大系正式入主海航航空主业。 12月8日晚间，*ST海航发布公告，该上市公司控股股东变更为海南方大航空发展有限公司（以下简称方大航空），实控人变更为自然人方威。伴随航空主业实控权正式移交，海航集团航空板块的资产整合环节基本完成。 根据海航集团航空主业板块引战工作安排，自2021年12月8日起，航空主业引战企业的经营管理实际控制权利正式移交