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The quarterly adjustment of the MSCI Index excludes 15 Hong Kong stocks. The effective date is scheduled for early June
① Which individual stocks will MSCI China adjust quarterly? ② How much impact does the MSCI Index have on the market?
MSCI China Index Quarterly Adjustment Announced! Added 10 new constituent stocks including Hisense Home Appliances (00921)
On May 15, MSCI, an international index compiling company, announced its quarterly index adjustment results for May 2024. The adjustment results will take effect after closing on May 31, 2024.
The public offering held heavy positions on at least 11 ST shares in the first quarter. Under the new regulations, it was difficult for professional investors to avoid lightning?
① By the end of the first quarter, public fund holdings involved a total of 11 ST shares; ② Some funds newly added ST shares in the first quarter were heavy stocks, and some funds had already withdrawn in the first quarter.
Price increases combined with negotiations broke down, and European shipping continued to reach record highs! Hong Kong A shipping stocks have surged one after another
Various futures contracts soared.
Nearly 20 companies issued announcements in unison, and a wave of holdings reduction was concentrated! Leading semiconductor stocks are on the list
① Seven companies, including Jinhui Liquor, Fengyuan Co., Ltd., Babycare, United Water, Guizhou Gas, Zhuojin Co., Ltd., and Zhongman Petroleum, plan to reduce their holdings by no more than 3%. ② Star Semiconductor, the leading semiconductor stock, plans to reduce its holdings by the highest market value.
Following Goldman Sachs, Morgan Stanley also raised the target prices of CNPC and CNOOC
Morgan Stanley raised CNPC's target price from 6.5 yuan to 7.3 yuan, and raised CNOOC's target price from HK$18.18 to HK$19.8.
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.”
Musk's brain-computer interface company has made further progress. Neuralink is expected to open up a new market for large EEG models, and institutions are optimistic about laying out companies related to EEG models
① The global BCI market will reach 1.98 billion US dollars in 2023, and is expected to reach 3.3 billion US dollars by 2027, with a compound annual growth rate of about 14%; ② As the AI multi-modal model represented by the Sora model enters rapid development, brain-computer interfaces will continue to empower multi-modal related training, and Neuralink is expected to open up a new market for large EEG models.
Policy support continues, and the hydrogen energy industry is expected to enter a period of acceleration in volume
① Recently, progress has continued in the field of hydrogen energy. On March 20, CNPC's first large-scale renewable energy hydrogen production project was put into operation, producing 2,100 tons of hydrogen per year. ② According to data, in 2023, China's hydrogen energy vehicle production and sales volume was about 5,600 units and 5,800 units respectively, up about 55% and 72% year-on-year respectively. With various policy support, hydrogen energy vehicles will enter a period of acceleration.
CNOOC's net profit fell 13% last year and has filed for arbitration over Chevron's acquisition of Hess | Annual Report Interpretation
① CNOOC's net assets attributable to shareholders of listed companies at the end of 2023 were 666.5 billion yuan, an increase of 12% over the previous year. ② CNOOC achieved net oil and gas production of 678 million barrels of oil equivalent in 2023, a record high for 5 consecutive years. ③ Regarding Chevron's acquisition of Hess, CNOOC director Xu Yugao said at the performance briefing that the company had filed an arbitration application with Hess on March 15.
Heavy vehicle liquid hydrogen storage and supply technology has made a major breakthrough on a new hydrogen energy track or accelerated development
① The reporter learned from the Sixth Institute of China Aerospace Science and Technology Corporation on the 13th that important breakthroughs have been made in research on key technologies for liquid hydrogen storage and supply for heavy vehicles led by the Institute's 101 Institute. The project took 3 years to complete 7 key technical issues in the vehicle liquid hydrogen storage and supply system. ② Huafu Securities said that along with the continuous advancement of liquid hydrogen preparation and equipment projects of Chinese enterprises, it is expected to help the rapid development of China's hydrogen energy industry.
Effective control of raw material costs Donghua Energy achieved a reversal in performance in Q4, but production expansion drove up capital pressure | Financial Report Interpretation
① Donghua Energy expects net profit attributable to increase 2.5-3.7 times year-on-year in 2023. Compared with the three-quarter report, the annual report performance trend will reverse. ② The benefits of the company's PDH industry chain are limited by the price difference between propane and propylene. Last year, the boom in Q3 was low, but there was a slight improvement in Q4. ③ Currently, the total external guarantee balance of listed companies and holding subsidiaries is $22.516 billion, accounting for 217.76% of net assets.
What is the intention? Jiufeng Energy “unexpectedly” reveals 2024 performance outlook
① The company rarely announced a 24-year performance outlook and proposed a net profit target of 1.5 billion yuan for A-shares; ② This is the first 24-year performance outlook announcement for A-shares. The company's move surprised the market; ③ The performance target stems from employee stock ownership plans many years ago, and there is a suspicion that it is new wine in old bottles.
Zhuoran Co., Ltd. plans to acquire South Korean related parties drawing regulatory concerns, company sources say “normal communication” is not “punishment”
① Today, the Shanghai Stock Exchange issued a letter on the supervisory work of Zhuoran shares, which closed down 6.32%; ② Zhuoran shares said, “On the evening of December 29, 2023, the company issued a 'intention to acquire InnovaRektiFiredHeatersco. , Ltd. 100% equity and related transaction announcement', the exchange reminds the company to pay attention to some risks.”
Continued breakthroughs in hydrogen production technology from electrolyzed water, institutions are optimistic about subsequent photovoltaic hydrogen production emissions
① Recently, the Ottok Qianqi Natural Resources Bureau approved and approved the “Construction Project Planning Permit” for the Shengneng North PV hydrogen production project. ② Donghai Securities pointed out that with the continuous increase in the installed capacity of photovoltaics and continuous breakthroughs in hydrogen production technology from electrolyzed water, photovoltaic hydrogen production is one of the important ways to reduce the cost of hydrogen production.
ADNOC Inks 15-year LNG Supply Deal With ENN Natural Gas Subsidiary
CIMC Group: Container manufacturing volume falls, prices stabilize offshore business, and losses continue to be reduced | Direct impact on performance
① The sales volume of the container manufacturing industry gradually rose in the third quarter, and the current market is gradually emerging from the impact of the relative excess in 2021; ② CIMC Group's offshore business continues to reduce losses. With the increase in order amounts in 2022-2023, profitability and gross profit levels will also continue to increase.
Star Fund Manager's Q3 Positions Released! Recent investment trends such as Zhang Kun, Liu Yanchun, and Zhu Shaoxing revealed
The words and actions of well-known fund managers have attracted much attention from the market.
Production record high is difficult to beat the decline in oil prices, CNOOC's Q3 profit increase and fall | Interpretation of financial reports
① The decline in profit is relatively consistent with the decline in oil sales revenue; ② Production growth was higher than in the same period last year while also reaching a record high; ③ “The conflict between Palestine and Israel should not have a direct impact on the supply of crude oil.”
CNOOC discovers China's first 100 billion square metre deep coal seam atmospheric field
On October 23, CNOOC announced the discovery of the Shenfu Deep Coal Seam Atmosphere Field, with proven geological reserves exceeding 100 billion square meters. The Shenfu Deep Coal Seam Atmosphere Field is located in Yulin City, Shaanxi Province, on the eastern edge of the Ordos Basin.