BK0322 Natural Gas
- 1142.117
- -9.983-0.87%
MSCI China Index Quarterly Adjustment Announced! Added 10 new constituent stocks including Hisense Home Appliances (00921)
On May 15, MSCI, an international index compiling company, announced its quarterly index adjustment results for May 2024. The adjustment results will take effect after closing on May 31, 2024.
Also, I saw that the finance company “sold” Guangfa Bank shares. Minmetals Finance was directly discounted by 10% when listed for the second time, and Sinopec Finance still hasn't found a buyer
① Minmetals Finance's 604.113.15 million Guangfa Bank shares were re-listed and transferred. The reserve price was reduced to 564 million yuan, a 10% discount from the previous one. ② Sinopec Finance's public listing transfer of 367.21.52 million Guangfa Bank shares expired today, and no buyers have been found. ③ Regulations have forced finance companies to “sell off” financial institution shares, and central state-owned enterprises are all speeding up the sell-off of financial equity by removing non-main investments.
The public offering held heavy positions on at least 11 ST shares in the first quarter. Under the new regulations, it was difficult for professional investors to avoid lightning?
① By the end of the first quarter, public fund holdings involved a total of 11 ST shares; ② Some funds newly added ST shares in the first quarter were heavy stocks, and some funds had already withdrawn in the first quarter.
Price increases combined with negotiations broke down, and European shipping continued to reach record highs! Hong Kong A shipping stocks have surged one after another
Various futures contracts soared.
In order to meet regulatory requirements, Shenzhen Energy Finance plans to withdraw from Huatai Insurance's shareholder list, and several finance companies are intensively “selling off” financial shares
① Huatai Insurance announced that Shenzhen Energy Finance plans to transfer all of its shares, and Shenzhen Energy will take over the shares; ② Shenzhen Energy stated that the share transfer was to meet the regulatory requirement that “finance companies are not allowed to invest in financial institutions and enterprises”; ③ several other finance companies are listing to transfer their shares in financial companies. The phenomenon of regulation forcing finance companies to withdraw from financial enterprises is prominent.
Notice of Corrections to the 2023 Annual Report
2023 ANNUAL REPORT
Nearly 20 companies issued announcements in unison, and a wave of holdings reduction was concentrated! Leading semiconductor stocks are on the list
① Seven companies, including Jinhui Liquor, Fengyuan Co., Ltd., Babycare, United Water, Guizhou Gas, Zhuojin Co., Ltd., and Zhongman Petroleum, plan to reduce their holdings by no more than 3%. ② Star Semiconductor, the leading semiconductor stock, plans to reduce its holdings by the highest market value.
Following Goldman Sachs, Morgan Stanley also raised the target prices of CNPC and CNOOC
Morgan Stanley raised CNPC's target price from 6.5 yuan to 7.3 yuan, and raised CNOOC's target price from HK$18.18 to HK$19.8.
Regarding performance and dividends, a number of listed companies under China Merchants Group responded like this | Direct access to the results meeting
① Yesterday, the five listed companies of the China Merchants Group responded centrally to the new “National Nine Rules” market value management and dividends; ② China Merchants Shipping and Sinotrans said they would actively give back to shareholders in line with the company's business conditions and funding arrangements; China Southern Petroleum said they would formulate a workable loss compensation plan in the context of the new “Company Law” to achieve early implementation of dividends.
The number of tenders in the first three months has surpassed that of last year, commercial riders and hydrogen vehicles were “launched as soon as possible”
① According to incomplete statistics from public information, in just three months since 2024, the number of tenders for hydrogen vehicles has reached 2,744, which is more than the whole of last year. ② Qu Fang, an investment advisor at Wanlian Securities, said. “Previously, due to cost issues, the large-scale implementation of hydrogen vehicles was slow. However, in the past two years, fueled by factors such as policy impetus and technological breakthroughs, the commercialization process of hydrogen energy vehicles has been accelerating.”
At a time when Goldman Sachs is singing a lot of “three barrels of oil”: energy stocks are also leading the rise in the US stock market. What is the secret to the explosion?
① In recent days, a research report recommending buying CNPC and CNOOC to raise the target price of “three barrels of oil” attracted great attention from Chinese shareholders; ② In fact, the rise of energy stocks in the global market this year is nothing new.
Goldman Sachs recommended “three barrels of oil”. The research report confused shareholders, and they all mocked “I asked you how sad he was. Goldman Sachs bought CNPC”
Goldman Sachs gave the reason for the recommendation: strong dividend rates and potential share buybacks.
Dialogue with Lei Jun: It would be 30,000 cheaper than Tesla. Anyway, I've already vomited blood
Source: Sina Technology Author: Zhang Jun “You're so aggressive today; we can't price this car later...” After watching the $Xiaomi Group-W (01810.HK) $ car press conference, $NIO.US (NIO.US) $/$NIO - SW (09866.HK) $ Chairman Li Bin and Lei Jun made a small 20-second video to congratulate Lei Jun while smiling. The two called for “power up together!” The starting price of 215,900 yuan really made many netizens “addicted”, and the name “Thor” resounded throughout the audience. In an interview with Sina Technology and others, Lei Jun revealed that Xiaomi originally planned to price 22.
China Petroleum & Chemical Corporation Reports FY Results
Policy support continues, and the hydrogen energy industry is expected to enter a period of acceleration in volume
① Recently, progress has continued in the field of hydrogen energy. On March 20, CNPC's first large-scale renewable energy hydrogen production project was put into operation, producing 2,100 tons of hydrogen per year. ② According to data, in 2023, China's hydrogen energy vehicle production and sales volume was about 5,600 units and 5,800 units respectively, up about 55% and 72% year-on-year respectively. With various policy support, hydrogen energy vehicles will enter a period of acceleration.
CNOOC's net profit fell 13% last year and has filed for arbitration over Chevron's acquisition of Hess | Annual Report Interpretation
① CNOOC's net assets attributable to shareholders of listed companies at the end of 2023 were 666.5 billion yuan, an increase of 12% over the previous year. ② CNOOC achieved net oil and gas production of 678 million barrels of oil equivalent in 2023, a record high for 5 consecutive years. ③ Regarding Chevron's acquisition of Hess, CNOOC director Xu Yugao said at the performance briefing that the company had filed an arbitration application with Hess on March 15.
Heavy vehicle liquid hydrogen storage and supply technology has made a major breakthrough on a new hydrogen energy track or accelerated development
① The reporter learned from the Sixth Institute of China Aerospace Science and Technology Corporation on the 13th that important breakthroughs have been made in research on key technologies for liquid hydrogen storage and supply for heavy vehicles led by the Institute's 101 Institute. The project took 3 years to complete 7 key technical issues in the vehicle liquid hydrogen storage and supply system. ② Huafu Securities said that along with the continuous advancement of liquid hydrogen preparation and equipment projects of Chinese enterprises, it is expected to help the rapid development of China's hydrogen energy industry.
New hot spot for Chinese NEV companies to go overseas: Australia
① Chinese new energy vehicle companies, led by BYD, are now setting their sights on Australia; ② At a time when demand in the electric vehicle market in major developed economies such as Europe and the US is declining, the Australian electric vehicle market is still hot; ③ What is particularly rare for a large number of Chinese car companies going overseas is that in such a developed market, they have not experienced any trade barrier measures so far.
Jinhong Gas's net profit in 2023 increased 39.25% year-on-year, and many electronic specialty gas products are in the industrialization stage, and demand in the photovoltaic market is good
① Jinhong Gas's net profit deducted from mother in 2023 increased by 49.22% over the same period last year. The company said that the customer structure and main product structure continued to be optimized, and the share of specialty gas products in total revenue was further increased; ② Jinhong Gas recently said that in the electronic specialty gas sector, there are currently 7 products in the industrialization process. Demand in the PV market in 2023 is good, and the overall price of ultrapure ammonia is on the rise.