The wind power industry peaks early; Dajin Heavy Industry's Q1 revenue grew by 146% year-on-year | Interpretations
① Due to the increase in shipment volume, Dajin Heavy Industry's revenue and profit in the first quarter have significantly increased year-on-year; ② Industry insiders indicate that the peak season for the wind power Industry in 2025 is arriving earlier than in previous years, with many companies in the Industry reporting a year-on-year increase in shipment volume.
Hengli Petrochemical: Earnings in the first quarter of 2025 are under pressure, with non-recurring gains and losses supporting performance.
In the first quarter of 2025, Hengli Petrochemical's earnings are under pressure, with non-recurring gains supporting performance highlights. Financial performance: The first quarter revenue was 57.024 billion yuan, a year-on-year decrease of 2.34%; Net income attributable to the parent company was 2.051 billion yuan, a year-on-year decrease of 4.13%; The net income excluding non-recurring items was 1.239 billion yuan, a significant drop of 31.88% year-on-year. Business structure: Price differentials for downstream new materials products are under pressure, while upstream refining and PTA industries performed relatively steadily. Non-recurring gains: Government subsidies of 0.665 billion yuan and fair value changes in financial assets of 0.315 billion yuan became the main support for profits. Cash flow status: The cash flow from operating activities is net.
In the first quarter, the China-Europe Railway Express sent 10,250 twenty-foot equivalent units, and China-Europe trade is expected to accelerate development.
① According to reports, from January to March, the China-Europe Railway Express operated a total of 250 trains, sending 10,250 standard containers, a year-on-year increase of 7.4%. ② Market analysis indicates that the rapid development of the China-Europe Railway Express has built a resilient international supply chain, with strong radiation, driving and influencing power, promoting economic and trade exchanges and industrial integration among countries along the route, and opening a new chapter in the cooperative development of the Eurasian continent.
Huijin takes action to stabilize! The A-shares' "deep squat" may welcome a recovery window.
Track the entire lifecycle of the main Sector.
Brokerage morning meeting highlights: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.
At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.
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.