The pig cycle is at its peak. Hope just earned 300 million dollars last year, and lost 1.9 billion dollars in Q1? |Financial Report Interpretation

① “Feed Brother” New Hope recorded a profit of 249 million yuan last year, a sharp decrease in losses over the previous year ② Affected by the continued slump in the pig market, the company recorded a loss of 1,934 million yuan in 2024Q1 ③ The company made some progress in reducing costs and increasing efficiency, and the full cost of fat pigs listed on the operating line reached 15.8 yuan/kg

cls.cnApr 29 19:25

Prices are rising one after another! Chemical product prices are at the bottom or have experienced excessive price growth in these segments

① Recently, the chemical sector is gaining popularity, and related individual stocks have risen on a large scale. ② China's chemical product price index hit the bottom of the current round at 4,543 points on January 11. ③ CITIC Securities has summarized the types of chemicals that have achieved excessive increases in price compared to costs since 2024Q1, including refrigerants, TMA, viscose filaments, nitrochlorobenzene, maltol, vitamins, MMA, etc.

cls.cnApr 27 01:52

The share of export sales revenue fell below 50%, and Zongshen Power's revenue and net profit both fell in a row | Annual Report Interpretation

① Since 2022, Zongshen Power's revenue and net profit have both declined continuously, and its net profit has declined three times since 2021; ② Zongshen Power's net profit loss in the fourth quarter of 2023 was 11.355 million yuan, with a net loss of 4.774,400 yuan in the same period last year, which continued to lose and expand losses; ③ Fluctuations in the company's performance were also related to a sharp decline in export sales revenue and an increase in period expenses.

cls.cnMar 29 10:19

The individual stock research paths of Du Changyong, Dong Chengfei, and Deng Xiaofeng came to light. The hardest ones to investigate were these three private equity firms, and Tamsui Springs stuck to the top of the research list

① Freshwater Springs is still at the top of the private equity research list, with 2 non-10 billion private equity firms on the list; ② Ruijun Asset Du Changyong, Dong Chengfei, and Wang Xiaoming investigated new hopes; ③ Mr. Deng of Gao Yi Asset appeared on the Huazuan Testing Research List.

cls.cnMar 27 02:14

Downstream capital expenditure is “in full swing” and the boom in the tire mold industry is expected to continue

① In recent years, leading companies in the tire industry, which have increased both revenue and profits, have begun a new wave of capital expenditure. Upstream tire mold-related companies have sufficient orders, and the industry boom is expected to continue. ② An industry insider told the Financial Federation reporter that Chinese tire mold companies are not hesitant to invest in R&D, the technical level of their products is constantly improving, and they have won many orders.

cls.cnFeb 24 02:43

What happened! All pig farmers lost money last year, and the new hope actually made 300 million dollars? |Financial Report Interpretation

① In a year when all pig farmers lost money, the new hope of “Brother Feed” bucked the trend and made a profit of 300 million dollars. ② The amount affected by the company's introduction of war investment was 5.1 billion to 5.2 billion yuan, and the loss was still lost after deducting non-recurring profit and loss. The company stated that “losses in the pig industry were the main reason for the net profit loss after deducting non-recurring profits and losses in the current period.” ③ The company's overall idea in the pig industry in 2024 is to reduce costs, improve quality, adjust the structure, stabilize the scale, and not rush to expand the scale.

cls.cnJan 30 07:25