BK0611 Futures Concept
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2023 ANNUAL REPORT
Notice of Corrections to the 2023 Annual Report
[Looking at the data] Northbound capital increases positions, and many cyclical stock institutions exceed 100 million yuan to grab high-tech development
① Cyclical stocks such as Zijin Mining, Luoyang Molybdenum, and China Aluminum all received net purchases from northbound capital, of which Zijin Mining received a net purchase of 460 million yuan. ② The computing power concept stock Hi-Tech Development, which had previously declined for 3 consecutive trading days, was bought out of 124 million by two institutions.
Investors are fiercely questioning! The three major issues of high-tech development became the flashpoint of the exchange meeting
① At the investor briefing on April 20, the three major issues became a flashpoint: are there any plans to acquire 55% of GAC Electronics' Huakun Zhenyu in the future? Who doesn't agree to the takeover plan? Currently, small and medium-sized investors are seriously losing money. Does the company have any positive countermeasures? ② Hi-Tech Development has stated that in 2024, it will make power semiconductors a strong main business for the company, and at the same time, invest in mergers and acquisitions.
In the early morning, Hi-Tech Development announced that it had failed to acquire 70% of Huakun Zhenyu's shares without discussing the deal price! Finished telling the story of cross-border computing power?
① Early this morning, Hi-Tech Development officially announced the termination of the acquisition of Sichuan Huakun Zhenyu. The parties are not responsible for each other's breach of contract. ② Regarding the reason for termination, the announcement stated that the restructuring had taken a long time since planning. Huakun Zhenyu's industry was affected by the external environment, market expectations were high, and the audit and evaluation results involved have not yet been determined, so the company and some counterparties were unable to agree on the transaction price.
Hi-Tech Development's major acquisition is “yellow”! Controlling shareholders promise not to reduce their holdings within 2 years
① Early this morning, Hi-Tech Development officially terminated the acquisition of Sichuan Huakun Zhenyu; ② Controlling shareholders and co-actors promised not to reduce their shares within 24 months.
Little K Broadcasting Morning Post | Ministry of Industry and Information Technology: Actively cultivating high-tech enterprises in the low-altitude economy, Hi-Tech Development terminates the acquisition of 70% of Huakun Zhenyu's shares
The main contents of today's Science and Technology Innovation Board Morning Report include: ① The Ministry of Industry and Information Technology pointed out that R&D efforts for 6G and Wanzhao Optical Networks will be accelerated; ② TSMC's net profit for the first quarter was NT$225.5 billion, an increase of 9% over the previous year; ③ the subsidiary of Qingyun Technology Holdings signed a 170 million yuan computing power service contract.
The “face of all living beings” of bullish computing power stocks: Hi-Tech Development's blockbuster takeover hangs Hongbo Co., Ltd.'s performance forecast and “changed its face”
① Hi-Tech Development announced late at night, and the major takeover was pending; ② Hongbo Co., Ltd.'s performance changed dramatically, and the subsidiary team's conflict intensified; ③ The Annel contract was terminated, and the China-Bay Communications Order was “counterfeited”.
Big AI computing power stocks release annual reports: top ten tradable shareholders change their blood and Zhang Jianping settled in
① Zhang Jianping is one of the legends of the Chinese stock market, and has many titles such as “First Cuckold” and “Master Zhang”; ② By entering the core circle of Huawei's computing power concept, Hi-Tech Development has quickly become a “monster”; ③ The company plans to distribute a cash dividend of 1.52 yuan (tax included) for every 10 shares to all shareholders.
Net profit increased 85% year-on-year in 2023, 30 billion hashrate bullish stock performance report released | Highlights of post-market announcements
Wulian Lihang Technology: Currently, there is no revenue from the low-altitude economy business
【数据看盘】北向资金连续5日加仓长江电力 机构游资激烈博弈高新发展
①盘中续创历史新高的长江电力获北向资金净买入2.6亿，该股已连续5个交易日获净买入。 ②算力人气股高新发展获机构买入超9000万，遭两家游资席位卖出，卖出金额均超亿元。
The stock price of COFCO Capital strengthened again and closed for 3 consecutive ups and downs in January
① Today, the stock price of COFCO Capital rose and stopped for a while in the afternoon. At the close, COFCO Capital reported 8.87 yuan/share, an intraday increase of 8.97%, with a total market value of 20.437 billion yuan; ② Previously, the company released its 2023 annual results report. It is expected to achieve net profit of 990 million yuan to 1.06 billion yuan during the reporting period, an increase of 65.83%-77.56% over the same period last year.
Afternoon board! Zhongke Jincai posted an article on WeChat to review Sora's hot topics? Shenzhen Stock Exchange quickly sent a letter
① This afternoon, Zhongke Jincai announced on its WeChat account that it had held a business cooperation seminar with Microsoft China on Sora. ② After the news was released, the stock price of Zhongke Jincai opened and stopped in the afternoon.
At the same time, Beijing and Shanghai proposed actions to deepen the reform and upgrading of state-owned enterprises, which is expected to catalyze sector valuation repair
CICC believes that the State Assets Administration Commission's research on incorporating market value management into performance assessments is expected to implement the operational quality improvement of central state-owned enterprises under the “one profit and five rate” framework to the performance of the capital market, and guide enterprises to convey confidence and stabilize expectations through market-based methods such as increasing holdings, repurchases, incentives, and increasing dividends, opening up a path of fundamental improvements to corporate valuation increases, and is expected to catalyze sector valuation repair.
Just now, there were major benefits from the periphery! Is the horn of counterattack about to be sounded?
Just now, another big news came from the periphery!
Cinda Securities: New energy sources may have phased opportunities in 2024
① The old circuit (such as new energy), which has overfallen in the short term, may have a quarterly counterattack; ② Liquidity improved at the beginning of the year, and a second reversal attempt is underway, and there may be new reversal strength in March; ③ if the index reverses at the bottom, the small market style may retract or stagnate in stages, and the general market style will tend to be stronger.
The clouds are fading away! Hong Kong A game stocks continue to rebound, institutions: sector valuations are at a historically low level
Currently, after the game sector has undergone major adjustments, the valuation level of major game companies is in a low position, and institutions are generally optimistic about the sector's future development opportunities.
The relocation of the largest smelter in the Yunnan Copper industry is expected to affect production of no more than 100,000 tons in the past six months
① Production cuts of “no more than 100,000 tons” were beyond the industry's expectations. ② The old equipment of Southwest Copper will be discontinued in an orderly manner starting December 30, 2023.
Ping An Securities merged with Fangzheng Securities? China Peace responds to rumors
December 19 is an important day about where Ping An Securities and Fangzheng Securities are going.
[Data Watch] “Lhasa Tiantuan” topped the list, Dongan Power's high-tech development was fiercely contested by many companies
① According to data from the Dongan Power Dragon Tiger List, which staged “Sky Floor,” all the seats from buying one to buying five were Dongfang Wealth Lhasa sales department seats. Furthermore, the stock was sold by Galaxy Securities for more than 60 million seats in the Huanghe Road sales department in Dalian. ② High-tech development of computing power concept stocks won the purchase of two first-tier vacant seats and sold by two first-tier investors.