BK0603 Wind Power Concept
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Sany Heavy Energy: Over 2 GW of wind farms under construction is expected to increase year-on-year in foreign wind farm transfer capacity this year|Direct report on results
① Currently, Sany Heavy Energy is building more than 2 GW of wind farms, which are expected to be newly built and connected to the grid in 2024; ② Since the results of the 2024 procurement tenders of some power generation companies were recently announced, the average winning bid price for onshore 5MW fans including towers reached 2,100 yuan/kW, returning back to more than 2,000 yuan, indicating that onshore fan prices have begun to return rationally.
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.
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.
The compound annual growth rate or up to 108.1% Virtual power plants are expected to welcome large-scale development opportunities
① The “Electricity Market Supervision Measures” came into effect on June 1. This revision of the “Electricity Market Supervision Measures” will increase electricity trading companies, energy storage companies, virtual power plants, and load aggregators. ② By 2025, the cumulative installed capacity of China's virtual power plants is expected to grow from 3.7 GW in 2022 to 39 GW, with an average compound annual growth rate of 108.1% in 2022.
Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.
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.
The popularity of autonomous driving is rising, and the industry is expected to be stimulated by both technological breakthroughs and demand volume
Debon Securities pointed out that in the context of continuous upgrading of autonomous driving technology, on the one hand, existing domestic high-level autonomous driving will break through to a higher level, and at the same time, some autonomous driving functions will also slow down and gradually become the “standard” for smart cars.
After 100 million yuan of stock holdings were reduced by 100 million yuan, the net assets fell to -420 million yuan, and can they get out of trouble after state-owned assets enter the market?
① Dalian Jinyun surpassed Dalian Wanda Group's shareholding and became the largest shareholder of Centennial Life; ② After this capital increase and share transfer, Centennial Life still had 17 shareholders, and the equity structure was scattered; ③ At the end of the first quarter of 2023, Centennial Life's net assets had fallen to -420 million yuan and was insolvent.
2023 ANNUAL REPORT (REVISED)
The release of the world's first pure electric anthropomorphic running robot “Tiangong” is expected to build a new engine for industry growth
① On April 27, the Beijing Humanoid Robot Innovation Center released the world's first full-size humanoid robot “Tiangong” with pure electric drive and anthropomorphic running, which can run stably at a speed of 6 km/h. ② Open Source Securities said that 2024 may be the first year of mass production of humanoid robots. The holding of the humanoid robot industry conference is also expected to drive the rapid development of the industry, and humanoid machine manufacturers are expected to enter the “fast track” of development.
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.
Last year's net profit slightly exceeded market expectations Wan Feng Aowei: Continuing to promote the rapid implementation and commercialization of eVTOL cooperation projects
① According to several brokerage firm research reports, Wanfeng Aowei's performance slightly exceeded market expectations. Previously, brokerage firms generally expected the company's net profit last year to be around 710 million yuan; ② the company accrued asset impairment reserves totaling 332 million yuan in 2023; ③ The company achieved net profit of 227 million yuan in the first quarter of this year, an increase of 1.25% over the previous year.
[Looking at the data] Northbound capital has greatly increased its positions in financial stock institutions, and the floating capital game Wanfeng Aowei
① Ping An of China received net purchases of more than 500 million dollars from northbound capital, and China Merchants Bank and Agricultural Bank all received net purchases of more than 200 million yuan. ② Wanfeng Aowei was sold for 179 million yuan by two institutions and purchased by two first-tier tourist seats. Among them, the Xi'an Suzque Street Sales Department of CITIC Securities bought a net share of 135 million yuan.
Investment in water conservancy construction increased by more than 90% in the first quarter, and industry prosperity is expected to continue to rise
In the first quarter, 23,500 water conservancy projects were implemented nationwide, and the scale of construction was 4.7 trillion yuan, up 15.8% and 12.3% respectively over the same period last year. Among them, 9683 new water conservancy projects were started, with an investment scale of 473.3 billion yuan, an increase of 33.8% and 47.6% respectively over the same period last year. In particular, 687 new water conservancy projects with a total investment of more than 100 million yuan were started, an increase of 94.6% over the same period last year.
Send 1.4 billion red envelopes! Sunshine Power's revenue increased by nearly 80% last year. Why did they “stay where they are” in the first quarter of this year?
① Sunshine Power's photovoltaic and energy storage business is booming, with both revenue and net profit reaching new highs in 2023, and plans to distribute cash dividends of about 1,417 billion yuan; ② Revenue declined sequentially in the first quarter of this year, which analysts believe may be related to the slowdown in the growth rate of PV installed capacity.
[Data review] Northbound capital sold sharply, Zhongji Xuchuang's famous floating capital bucked the trend and increased Wanfeng Aowei
① Among the top ten transactions of Shanghai and Shenzhen Stock Connect, Zhongji Xuchuang had the highest net sale, with a net sale of 379 million yuan, the largest single-day net sale of Shenzhen Stock Connect during the year. ② Wanfeng Aowei, which fell to a standstill, was bought by CITIC Securities's Xi'an Suzque Street Sales Department for more than 50 million yuan. This seat bought 118 million yuan of the stock last Friday.
Is it difficult for interactive platforms to respond to false Tesla rumors? Wanfeng Aowei clarified that “arriving late” was warned by the Securities Regulatory Bureau!
① Wanfeng Aowei announced on the evening of the 19th that “the company and Tesla have jointly formed an eVTOL company and have formed a project team” are untrue; ② However, on the evening of the 18th, on the investor interactive platform, in response to the question “how is the company that formed an eVTOL with Tesla progressing”, the company only claimed that “a project team has been formed together with the partner...” and the Zhejiang Securities Regulatory Bureau believes that it is misleading.
[Looking at the data] A number of A50ETF turnover surged month-on-month, institutions joined hands to quantitatively sell CITIC Haizhi
① Among the top ten ETFs with month-on-month turnover growth, there were four A50-related ETFs. Among them, the A50 ETF Fund (159592) had a 91% month-on-month increase in turnover. ② CITIC Haidian, a popular low-profile economic stock, was sold for 165 million yuan by the agency, and at the same time sold over 50 million in quantitative seats by a single company.
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.