Former chairman Lu Jun was investigated. After Gree Real Estate changes hands to Huafa, where will it head?
① Gree Real Estate, which plans to exit the Real Estate Development Business, has become the focus of market attention due to the investigation of its former chairman and the transfer of its controlling Shareholder to Huafa Group. ② As Gree Real Estate completely bids farewell to its core Real Estate Development business, it remains to be seen whether it can achieve breakthroughs in the duty-free market by relying on the CNI Resource Index of Huafa Group.
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.
The "breeding heat" has led to an increase in piglet prices, listed pig companies are increasing piglet sales, and pasture companies are emerging丨Industry dynamics.
① Recently, the price of piglets has risen for three consecutive weeks, leading listed pig enterprises to increase piglet sales; ② Currently, breeding sows are being concentrated in listed pig enterprises and group pig enterprises, while smallholders mainly focus on piglet fattening and secondary fattening, and free-range farming companies are on the rise.
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.
EHang's eVTOL delivery volume increased more than three times in 2024, and the low-altitude economy is entering a fast track of development.
On March 12, EHang disclosed its financial performance report. EHang achieved sales and deliveries of 216 eVTOLs in fiscal year 2024, more than tripling compared to 2023, helping the company reach a historic high in total annual revenue. Tianfeng Securities analyst Wu Li pointed out that various regions across the country are introducing policy measures to support the development of the low-altitude economy.
Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.