[Data Watch] The IF futures bear market has significantly increased positions, Institutions and speculators are teaming up to seize shares of Hongbaoli Group Corporation.
① The main contract for the IF futures index saw a short position increase of nearly 2,000 lots, while long positions only increased by 11 lots. ② In the Chemical Sector, the popular stock Hongbaoli Group Corporation received Buy ratings from two Institutions totaling over 80 million, while it also attracted Buy orders totaling over 0.12 billion from two leading speculative capital seats.
Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.
Vanke won the battle to protect its cash flow.
Emerging from the pain.
In 2024, revenue exceeded 343.1 billion, with various supports showing effectiveness for Vanke, and the public debt repayment for this year's first quarter has been completed.
On the evening of March 31, Vanke released its 2024 annual report.
Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.
① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.
The price of FPSO orders has increased by 50% over three years. China International Marine Containers will prioritize improving profitability in future orders | Direct coverage of the Earnings Conference.
① In 2024, the company achieved revenue of 177.664 billion yuan, a year-on-year increase of 39.01%; net income attributable to the parent company was 2.972 billion yuan, a year-on-year increase of 605.60%; ② The company's chairman, Mai Boliang, stated that this year, the FPSO order volume will further increase, and future orders will focus on enhancing order value. Container demand is also expected to be supported.