BK0324 Offshore Equipment
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- -4.210-0.41%
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?
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.
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.
Tesla surged more than 15%, and the FSD implementation process accelerated, which is expected to catalyze the smart driving market
① Tesla surged more than 15%, the biggest one-day increase since March 2020. The time when Tesla FSD landed in China is close. ② CITIC Securities believes that FSD V12 is expected to open the ChatGPT moment for Tesla's intelligent driving, and sector sentiment is expected to continue to be catalyzed, and it will continue to be optimistic about this round of smart driving.
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.
[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.
Is it difficult for interactive platforms to respond to false Tesla rumors? Wanfeng Aowei clarified that “arriving late” was warned by the Securities Regulatory Bureau!
① Wanfeng Aowei announced on the evening of the 19th that “the company and Tesla have jointly formed an eVTOL company and have formed a project team” are untrue; ② However, on the evening of the 18th, on the investor interactive platform, in response to the question “how is the company that formed an eVTOL with Tesla progressing”, the company only claimed that “a project team has been formed together with the partner...” and the Zhejiang Securities Regulatory Bureau believes that it is misleading.
Wanfeng Aowei's two shareholders opened a high level of cash out! The capital behind Centennial Life's 8-year career holding 3.1 billion chips is Wang Jianlin
① The flying car concept “Longyi” Wanfeng Aowei announced today that Centennial Life, the second-largest shareholder, plans to reduce its holdings; ② Since the launch of the market on February 6, Wanfeng Aowei's cumulative increase has reached 260%; ③ Centennial Life, which has been working for 8 years, plans to reduce its holdings by 9 million shares, and the total market value of its holdings exceeds 3.1 billion yuan; ④ Currently, the largest shareholder of Centennial Life is Dalian Wanda Group under Wang Jianlin.
Sudden! Leading shareholders of 36 billion Flying Motors plan to reduce their holdings by no more than 0.42% | Highlights of post-market announcements
Runhe Software: The holding subsidiary plans to increase capital and expand shares and introduce the Southern Network Institute of Mathematical Research
Flying car concept stocks sound the siren for cash out! Jindun Co., Ltd. executives plan to liquidate their holdings and increase their holdings by more than 200% this month
① The stock price skyrocketed, and Jindun Co., Ltd. executives announced a reduction in their holdings; ② the scale of the holdings reduction did not exceed 2% of the company's total share capital; ③ based on the latest closing price, it is expected that more than 130 million yuan will be cashed out; ④ Most of the company's major natural person shareholders have high pledge issues.
Hong Kong stocks and A shares burst out of nowhere! How credible is this rumor?
Today is another day dominated by rumors!
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.
$1.8 billion! Are Chinese heavy industry owners still confused about clean fuel choices after VLCC?
① China Heavy Industries has acquired 6+2 new convention-fuel VLCCs and 4+2 LNG dual-fuel VLCCs, with a total contract amount of nearly US$1.8 billion; ② The industry says that even if new conventional fuel vessels are built, shipowners can achieve greening by installing desulfurization towers and carbon capture devices.
Q4 Has the deduction of non-net profit in a single quarter improved, and Chinese shipping has begun to release profits? |Financial Report Interpretation
① China Shipbuilding expects to achieve net profit of 2.7 billion yuan to 3.2 billion yuan in 2023, an increase of 1470.95% to 1761.87% over the previous year; ② According to agency sources, non-net profit deducted for the Q4 single quarter is expected to be -0.72 billion yuan to 428 million yuan, which has improved, and the overall performance is in line with expectations; ③ The industry claims that in 2024, with the delivery of more high-priced ships, the shipping industry's efficiency level will continue to improve.
The low-altitude economy is once again benefiting from favorable policies, and the industry has ushered in a tipping point of development. These targets may be worth paying attention to
The “Shenzhen Special Economic Zone Low Altitude Economy Industry Promotion Regulations” will be implemented on February 1, 2024.
Double benefit is coming! Can the nuclear power sector continue to rise and stop?
The agency anticipates that nuclear power will continue the rapid development trend in the future according to the normal approval rhythm of 6-10 units per year. It is recommended to focus on suppliers of core components for nuclear fusion and nuclear fission.
China Heavy Industries: There is room for new shipbuilding prices to rise in the short term, and the risk of shipowners abandoning ships is manageable | Direct impact on performance meetings
① China Heavy Industries said it expects 2024 to achieve batch delivery of orders received since 2021; ② Currently, the company's new ship order prices are consistent with the new ship prices in the shipbuilding market, and there is room for growth in the short term.
Sea breezes are not progressing well, orders are shrinking Dongfang Cable: Next year is expected to be better than this year | Direct impact on the performance meeting
① The Haifeng bid fell short of expectations, and Dongfang Cable's ongoing orders continued to decline. According to statistics from the Financial Association, the company's on-hand orders at the end of the third quarter decreased by about 2 billion yuan compared to the end of 2022. ② The company's securities department staff told the Finance Association reporter that many positive factors in the industry have begun to emerge, and next year and year after will be better than this year.
The valuation once reached 5.5 billion yuan! Hengtong Optoelectronics spin-off company starts listing and advises the National Manufacturing Transformation and Upgrading Fund to invest in shares
① Hengtong Huahai has raised three times. In August 2021, the National Manufacturing Transformation and Upgrading Fund entered Series A financing shareholders; ② Hengtong Huahai recently filed an IPO with the Jiangsu Regulatory Bureau. The mentoring agency is Shenwan Hongyuan Securities.