BK0532 Solid Waste Treatment
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In order to meet regulatory requirements, Shenzhen Energy Finance plans to withdraw from Huatai Insurance's shareholder list, and several finance companies are intensively “selling off” financial shares
① Huatai Insurance announced that Shenzhen Energy Finance plans to transfer all of its shares, and Shenzhen Energy will take over the shares; ② Shenzhen Energy stated that the share transfer was to meet the regulatory requirement that “finance companies are not allowed to invest in financial institutions and enterprises”; ③ several other finance companies are listing to transfer their shares in financial companies. The phenomenon of regulation forcing finance companies to withdraw from financial enterprises is prominent.
Yingke Regeneration: The gross margin of recycled particles gradually recovered, and the Malaysian PET recycling project passed the Pepsi factory inspection | Direct Performance Report
① In the first quarter of 2024, for the recycled particle business sector, Inco Regeneration increased the profitability of its main product through multiple measures such as marketing strategies, R&D innovation, and increased the added value of the product. ② “Malaysia's “50,000 tons/year PET recycling project” is climbing in production capacity and has already passed the Pepsi factory inspection stage.
After standing on the “cusp”, Tianqi Co., Ltd. Q1 Weiying's overseas smart equipment orders surged, but the lithium battery business was still losing money
① Compared to the popularity of the secondary market, the company's performance was tepid. Last year's revenue and net profit both declined, and the first quarter of this year was only a slight profit. ② By the end of Q1, the company had existing orders of 1,263 million yuan for intelligent equipment and 312 million yuan of new contracts in Q1, of which overseas accounted for 49%. According to the company, the gross profit of overseas projects is high. ③ The company's lithium battery recycling business saw a decline in revenue and loss of profit last year. There is still no profit in Q1.
The industry situation is complex and serious, and Jiangsu Thorpe had “difficult” profits and “was unable” to pay dividends last year
① Jiangsu Thorp (600746.SH) said it was decided not to pay cash dividends in 2023 based on considerations of saving capital costs and safeguarding the company's production, operation and project construction needs ② Since completing the major asset restructuring (2020-2023), the company has accumulated cash dividends of about 1.6 billion yuan in the last four years, accounting for 50.69% of the cumulative net profit attributable to shareholders of listed companies in the last four years
The number of tenders in the first three months has surpassed that of last year, commercial riders and hydrogen vehicles were “launched as soon as possible”
① According to incomplete statistics from public information, in just three months since 2024, the number of tenders for hydrogen vehicles has reached 2,744, which is more than the whole of last year. ② Qu Fang, an investment advisor at Wanlian Securities, said. “Previously, due to cost issues, the large-scale implementation of hydrogen vehicles was slow. However, in the past two years, fueled by factors such as policy impetus and technological breakthroughs, the commercialization process of hydrogen energy vehicles has been accelerating.”
I'll take out the green onions and you'll get the crab? With a market capitalization of 10 billion dollars, the signing of a framework agreement of nearly 100 billion dollars, China Tianying made a big investment and is suspected of “painting the cake”
① China Tianying, with a market value of 10 billion yuan, also launched a new energy investment plan of nearly 17 billion yuan, triggering questions in the market; ② According to statistics from the Financial Association reporter, China Tianying has launched a total investment plan of nearly 100 billion yuan over the past year; ③ Some industry insiders pointed out that China Tianying lacks the capital, talent, and technology to build a new energy base, and it is questionable whether such an agreement can be implemented.
Zoomlion Heavy Industry Science and Technology Reports FY Results
The “big jewelry merchants” behind the gold craze grab the limelight of “gold miners”: Lao Fengxiang's strong rise and stopped at record highs, and the stock prices of Chifeng Gold and Sichuan Gold fell short at high levels
① Spot gold reached a new record high, with retail prices of pure gold jewelry generally rising. On the A-share side, Lao Fengxiang closed the day and reached a record high; ② According to a brokerage research report, the stock price performance of gold and jewelry companies has been better since the current rise in gold prices; ③ sort out the list of listed companies that responded to the impact of the rise in gold prices on related businesses this month (attached table).
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
The share of overseas revenue rose, and Zoomlion Heavy Industries's net profit increased by more than 50% last year|Annual Report Interpretation
① The company's revenue and net profit last year increased by 13.08% and 52.04%, respectively. It is proposed to distribute a cash dividend of 3.20 yuan (tax included) for 10 shares, with a dividend rate of about 80%. ② In 2023, the company's overseas revenue increased 79.2% year-on-year, and the share of revenue increased to 38.04%.
The chairman has been suspended! Beyond technology, the future overshadowed by family businesses or loss of ownership
① Chairman Gao Zhijiang was placed in lien and investigated. The listed company is not yet aware of the progress and conclusion of the lien investigation. ② Gao Zhijiang was involved in a bribery case as a witness many years ago. The bribe taker was a staff member of the Anhui Provincial Environmental Protection (Bureau) Department. ③ Beyond Technology's performance in recent years has not been as good as expected, and this incident may trigger a crisis of trust among investors and partners.
January excavator data “corrected” after the holiday, many companies got off to a good start. The industry predicts that domestic sales in Q1 may be better than last year|Industry News
Total monthly sales ended the trend of continuous decline last year, and total excavator sales achieved positive growth in January this year. After the Spring Festival holiday, many machinery companies also spread good news and got off to a good start in sales. Does this mean that the downward cycle of the construction machinery industry is over, and the inflection point has quietly arrived?
The “inexplicable trouble” of gold stocks: the “high and strong” price of gold drives a sharp increase in annual report performance, while the high price of gold in Chifeng is close to falling short
① The international gold price continues to be above the $2,000 per ounce mark. In terms of A-shares, Shandong Gold, Chifeng Gold, and China Gold rank in the top three of the gold sector's annual pre-performance increase; ② However, the performance of the secondary market was lukewarm. The second-tier market performance was lackluster. The biggest cumulative decline in stock prices so far was close to a standstill.
Arm surged 42% after the market! Business diversification brings surprise, financial reporting, AI provides new impetus for growth
① Arm's revenue and profit for the third fiscal quarter exceeded expectations, and performance guidelines for the fourth fiscal quarter and full fiscal year also exceeded expectations, driving the company's stock price to soar 42% after the market; ② As the company's strategy to expand its business beyond the smartphone sector is taking effect, the company's future business is expected to grow further.
Net profit increased by up to 100%! Many gold companies saw high profits in 2023, and domestic jewellery consumption reached a record high
In 2023, many gold and retail companies generally achieved good profit growth in 2023. Among them, Shandong Gold and Caibai Co., Ltd. expect annual net profit increases of 60% to 100% year-on-year.
Raw material prices are rising, product prices are falling, and Jiangsu Thorpe's net profit is pre-reduced by more than 90% | Financial Report Interpretation
① Jiangsu Thorpe expects to achieve net profit of 15 million yuan to 20 million yuan in 2023, a decrease of 485 million yuan to 490 million yuan compared with the same period last year, and a year-on-year decrease of 96.04% to 97.03%. ② The direction of adjustment of the glacial acetic acid industry as a whole is clearly shifting to an “oversupply” structure. In the fourth quarter of last year alone, new installations by Hualu Hengsheng Jingzhou and Dalian Hengli were put into operation one after another.
Overseas business volume, Zoomlion Heavy Industries's net profit for the year increased by more than 40%
① The company expects net profit of 3.38 billion yuan to 3.62 billion yuan in 2023, an increase of 46.57%-56.98% year-on-year. ② The regions along the “Belt and Road” are the main contributors to the company's exports, and the future target is to account for more than 50% of the company's overseas business.
Bank of America bucked the trend and is optimistic about Apple: AI will bring new impetus to growth, and Vision Pro is expected to sell well!
① Bank of America released a report saying that with the support of artificial intelligence technology, Apple's iPhone upgrade cycle is expected to accelerate, and the company's stock price is expected to soar 23%. ② Bank of America's views are quite different from those of other Wall Street investment banks. At the beginning of January this year, Apple was successively downgraded by several Wall Street investment banks, which once raised concerns about the company's stock price prospects.
Jiangnan Water's premium “rescue site” became the largest shareholder of Jiangyin Bank
① Jiangnan Water has become the largest shareholder of Jiangyin Bank through convertible debt-to-equity swaps; ② “Jiangyin Water” is about to face the maturity of the debt conversion period, and the share conversion rate is too low. Payment of maturing principal and interest will put financial pressure on Jiangyin Bank, but Jiangnan Water will not hesitate to “premium” for a short period of time and become a major shareholder of Jiangyin Bank to support Jiangyin Bank; ③ Jiangnan Water said that it will complement resources and create synergy effects with Jiangyin Bank.
Shareholder qualifications have certainly been approved. Jiangnan Water's “top” Jiangyin Bank's largest shareholder only owes Dongfeng, and the Everbright debt conversion model is expected to be repeated
① On the afternoon of January 11, Jiangyin Bank announced that it received regulatory approval, approved Jiangnan Water's shareholder status, and agreed to increase its holdings of Jiangyin Bank shares within six months from the date of approval, and hold 5% to 10% (excluding capital) of shares after the increase in holdings was completed. ② As of the close of trading on January 11, Jiangyin's debt-for-share premium rate was 14.89%, and the conversion price was 3.96 yuan/share, higher than the closing price of 3.65 yuan/share.