Has the Middle East become a “nugget” hotspot for A-share companies? In the past week, Lin Yang Energy and others have intensively won big orders from the Middle East
① Recently, several companies such as Linyang Energy, China Construction, Seiko Steel, and Jerry Co., Ltd. issued announcements announcing the signing of important orders or projects in the Middle East region, which has become a new trend in the “going overseas” boom. ② The above companies all have a certain layout in the Middle East market, and their overseas portion accounts for a significant proportion of their revenue, which shows that they have a certain degree of competitiveness in overseas markets. Currently, their expansion into the Middle East market has been further strengthened.
Shenzhen Sanda A plans to divest its wholly-owned subsidiary CLP Digital Innovation to increase investment in China's electronic cloud resources
① Shenzhen Sanda A disclosed that it intends to divest 100% of the shares and related intangible assets of CLP Digital (Beijing) Technology Co., Ltd., a wholly-owned subsidiary that continues to lose money. ② In addition to improving profitability, this move is also aimed at optimizing the data innovation business layout. The data element engineering technology route implemented by CLP Digital Innovation is no longer the focus of this business. ③ Shenzhen Sanda A said it will increase resource investment in China's electronic cloud.
Shenzhen Sanda A: The field of public data licensing operations broke through dozens of cities this year to complete technological transformation in three years|Company Research
① In terms of in-depth layout of data infrastructure and public data licensing operations, Shenzhen Sanda A plans to establish the China Electronic Cloud Data Innovation Application Industry Alliance this year, and the public data authorization operation field will break through dozens of cities this year; ② Shenzhen Sanda A recently released its first special plan for scientific and technological innovation since its establishment. It plans to complete technological transformation in three years, and revenue from self-developed products in the digital and information services sector has experienced significant growth.
China Alcoa International: Asset depreciation of nearly 6 billion yuan over 4 years, the amount in 2023 reached a new high since listing
① Significant accrued impairment of 2.5 billion yuan, a new high since the listing of China Alcoa International. ② Since its listing in 2018, the company or its subsidiaries have frequently been involved in lawsuits due to the recovery of project payments or material payments.
Intraday Overview | The three major indices weakened slightly, China Special Valuation concept stocks rose against the market, and China Alcoa International rose nearly 8%
Technology Network stocks generally weakened, with Meituan falling more than 2%; Xiaomi, Ali, Baidu, Kuaishou, etc. falling more than 1%; biotech concept stocks, Beihai Kangcheng up more than 8%, Pharmaceutical up nearly 6%, and Ziding Pharmaceuticals up more than 5%; domestic housing stocks generally rising, with Xincheng Development and Midea Real Estate up more than 2%, and R&F Real Estate and Longguang Group rising more than 1%.
BYD has obtained a patent for a hydrogen electrolyzer, and the green hydrogen project is expected to start intensively in 2024
① According to an announcement from the State Intellectual Property Office, BYD Co., Ltd. obtained a patent called “Electrolyzer End Plate, Electrolyzer, and Hydrogen Production Equipment”. ② China Aviation Securities Zou Runfang pointed out that the green hydrogen project is expected to start intensively in 2024, and demand for equipment will be released first.