Is the A+H share market a wealth code? The rise rate in the past 5 days reached as high as 77%, with Shandong Molong Petroleum Machinery soaring over 80%.
The recent rise of Hong Kong stocks A+Listed in Hong Kong is the result of valuation repair, policy support, and capital inflow resonance. Institutions generally believe that Hong Kong stocks still have investment value, but it is necessary to select symbols carefully and pay attention to profit certainty. Investors can reference the trends of Southbound capital and changes in AH premiums, adjusting the strategy dynamically according to their own risk preferences.
China International Marine Containers: Net income in Q1 2025 increased by 550%, demonstrating the effectiveness of the diversification strategy.
In Q1 2025, China International Marine Containers saw a significant increase in Net income by 550%, indicating the effectiveness of its diversification Global Strategy and strong growth in multiple Sectors. Key points: Outstanding performance: In Q1 2025, revenue reached 36.026 billion yuan, an increase of 11.04% year-on-year; Net income was 0.544 billion yuan, a significant increase of 550.21% year-on-year. Container business recovery: The sales volume of dry cargo containers was 0.5312 million TEU, an increase of 7.44% year-on-year; the sales volume of refrigerated containers was 0.0364 million TEU, a substantial increase of 291.40% year-on-year. Significant improvement in Cash flow: The net cash flow from Operating activities was 5.521 billion yuan, a turnaround of 381.39% year-on-year. Strong performance in the Energy business.
Weekend reading | The history of tea drink investments: perfect symbols, big checks, and non-consensus.
Freshly brewed tea drinks are probably the only profitable sector for investors in the Consumer field.
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.
In 2024, over 140 new low-altitude logistics routes will be opened in our country, and the low-altitude economy is expected to accelerate its implementation.
① According to the Statistics from the Aviation Logistics branch of the China Federation of Logistics and Purchasing, more than 140 new low-altitude logistics routes will be opened in China in 2024. ② Wu Li from Tianfeng Securities pointed out that, according to predictions from the Civil Aviation Administration of China, the market size of the low-altitude economy in China is expected to reach 1.5 trillion yuan by 2025, and 3.5 trillion yuan by 2035.
Express News | Is it the first time considering raising external funds? DeepSeek representatives refute the rumors: all financing news is false.
"Zhuhai Landlord" welcomes a new leader.
New situation.
Is the restructuring the peak? Guangzhou Grandbuy's performance continues to decline as Bank of China Investment continuously makes "precise" Shareholding reductions | Quick read announcement.
① In the past 11 trading days, Guangzhou Grandbuy has hit the limit up six times, while China Merchants Investment has continuously and "precisely" reduced its shareholding by nearly 3% since January 3. ② After achieving peak performance through asset restructuring in 2021, Guangzhou Grandbuy has shown poor performance in recent years, and the major shareholders' successive reductions may have other considerations.
The repayment plan for Lingnan Convertible Bonds has been released, reducing Hold Positions for installment repayment, with the first installment repayment ratio being 10%.
① Lingnan convertible bonds have experienced a substantial default without the underlying stock being (Delisted), becoming the first case of a state-owned enterprise's convertible bond default. ② Behind the Lingnan convertible bond default is the common issue of cash collection faced by construction companies.
[Data Watch] Institutions and retail investors are engaged in fierce competition for Shenzhen Infogem Technologies as Algo funds rush to buy Recent IPOs.
① The Internet Finance concept stock Shenzhen Infogem Technologies was sold by Institutions for over 60 million, receiving over 0.12 billion in total from two leading speculative trading positions. ② Recent IPOs Tianhe Magnetic Materials received over 80 million from one Algo trading position.
The State Council issued a document encouraging the creation of low-altitude flight tourism products, opening up a new Consumer scenario in the low-altitude economy.
The General Office of the State Council issued several measures on further cultivating new growth points to promote cultural and tourism Consumer, studying and formulating relevant management specifications for low-altitude flight tourism products, and encouraging the creation of diverse and differentiated low-altitude flight tourism products under the premise of ensuring safety.
Related to listed companies! Huawei makes another push in the Steel large model.
① Recently, Hainan Airlines and Fangda Special Steel Technology, both under China Fangda Group in Liaoning, signed a cooperation agreement with Huawei. Based on the long-term in-depth cooperation in Aviation, Steel, and other sectors, both parties will further expand cooperation in the pharmaceutical sector. ② Fangda Special Steel Technology and Huawei will also collaborate to create a large model for the Steel Industry.
The twenty most "profitable" announcements of 2024.
① Want to know which announcements in the A-share market will be the most profitable in 2024? This article reveals 20 "Gold Announcements" to help uncover the wealth secrets behind them! ② Restructuring announcements, unusual movement announcements… which type of announcement is the "secret Weapon" of stock market winners?
There has been no further news on the collaboration with Contemporary Amperex Technology, and CNNC Hua Yuan Titanium Dioxide is partnering with Guangdong Construction to sign a 4.27 billion yuan Energy project丨Quick Read Announcement.
① CNNC Hua Yuan Titanium Dioxide, in collaboration with Guangdong Construction Engineering, plans to invest a total of 4.27 billion yuan to build related energy projects; ② Previously, the company had no further developments regarding the billion-yuan New energy Fund project it intended to invest in with Contemporary Amperex Technology.
[Data Viewing] The IM futures index shorts significantly reduced their positions, and four speculative trading seats cooperated to trade hytera communications corporation.
① The four major block orders futures contracts have significantly reduced short positions, with the number of shorts in the IM contract decreasing much more than that of longs. ② Data from the stock trading list shows that the high-interest stocks hytera communications corporation have their first to fourth buy positions being speculative funds trading back and forth, and the trading amounts exceed one hundred million yuan.