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.
Soda Ash Tracking Artifact Tutorial: Yuanxing Energy Answers Investors' Questions
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Prices are rising one after another! Chemical product prices are at the bottom or have experienced excessive price growth in these segments
① Recently, the chemical sector is gaining popularity, and related individual stocks have risen on a large scale. ② China's chemical product price index hit the bottom of the current round at 4,543 points on January 11. ③ CITIC Securities has summarized the types of chemicals that have achieved excessive increases in price compared to costs since 2024Q1, including refrigerants, TMA, viscose filaments, nitrochlorobenzene, maltol, vitamins, MMA, etc.
Featured announcements | Fuyao Glass's net profit in 2023 increased 18.37% year on year; passenger occupancy rates of the three major airlines all recovered to more than 80% in February
Meitu's adjusted net profit in 2023 was about 370 million yuan, up 233.2% year on year; Longhu Group's total contract sales amount for February was 5.75 billion yuan.
“YYDS · Eternal God” has been interpreted into four major sectors. Which fund managers are heavily involved?
“YYDS” refers in turn to the four sectors of banks, operators, electricity, petroleum and coal.
Demand for spring farming led to a rebound in the urea market and repair profit margins, but far from the previous year|Industry News
① Spring cultivation and preparation for cultivation have been carried out one after another. Many urea manufacturers, such as Hualu Hengsheng, Sichuan Meifeng, Liuguo Chemical, and Lutianhua, raised the ex-factory price of urea products by about 50 yuan to 60 yuan/ton, and the price increase of urea prices was nearly 8% in the past month; ② Under high supply, urea prices were only 80% of the same period last year, and the profit margin was less than the same period last year.
A quick look at the Hong Kong market | Science Index closed slightly higher. Petroleum stocks and shipping stocks were strong throughout the day. CNOOC rose nearly 3%, and COSCO Offshore Control rose more than 4%
Science and network stocks generally rose; Bilibili and Baidu rose nearly 2%; Alibaba rose more than 1%; domestic housing stocks and property management stocks had mixed ups and downs, with Sunac China falling nearly 5% and China Resources Land rising nearly 3%; pharmaceutical stock trends diverged; Jinxin Fertility fell nearly 5%, and BeiGe Shenzhou rose more than 2%.
It's about phosphorus resources! Eight departments jointly issued responses from Sichuan Jinnuo, Yuntianhua and other phosphorus chemical companies|Industry Watch
① Today, the Ministry of Industry and Information Technology's website announced the “Implementation Plan for Promoting Efficient and High-Value Utilization of Phosphorus Resources”, which makes a comprehensive plan for the high-quality development of the phosphorus chemical industry in the next few years. ② The “Plan” proposes specific goals such as cultivating leading phosphorus chemical enterprises, forming about 3 first-class phosphorus chemical enterprises, and building about 3 advanced manufacturing clusters with outstanding characteristics. ③ A number of phosphorus chemical companies, including Chuan Jinnuo and Yuntianhua, responded to the contents of the “Plan”.
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
Baofeng Energy: Under the cost advantage, the recent gross profit of 2,600 yuan per ton of coal-to-olefin is 2,600 yuan, and the Ningdong EVA plant is expected to be tested before the end of the year | Direct impact on performance
① Baofeng Energy said at the performance briefing that the company's recent gross profit per ton of coal-to-olefin is about 2,600 yuan/ton, and the cost advantage is obvious. ② Baofeng Energy further stated at the performance briefing that the Ningdong EVA plant is expected to be put into trial production before the end of the year. ③ Considering the company's overall efficiency, OCC and SCU units were not put into operation in the Ningdong Phase III olefin plant project. Currently, the alcohol-ene ratio is slightly higher than the design value.
Night trading highlights summary | Yuanxing Energy: The current production and sales balance of the company's soda ash products
China Food Network: Beginning this week, the reserve price of imported corn fell by 50-100 yuan/ton. High volume pressure from the two major production regions and market pessimism resonated to reduce the price. The overall spot market is in a downward trend.
Night trading highlights summary | Yuanxing Energy: The final output of the third production line depends on the degree of equipment run-in
OPEC+ representatives said the organization has yet to resolve the impasse with some African member states over oil production quotas, which has forced the organization to postpone a meeting at a time when oil prices are falling.
Huaibei Mining: It is expected that there will be a gap between coking coal supply and demand at the end of the year, and medium- to long-term coal will remain prosperous | Direct impact on performance
① The company's management expects that the coking coal supply and demand gap will gradually appear by the end of this year, that the new coal price center will be basically clear, and that the economy will remain prosperous in the medium to long term. ② The production capacity of non-coal resources will increase significantly in the next few years. The production cost is generally 25-35 yuan/ton, and the selling price ranges from 30 to 70 yuan/ton. It is expected that market prices in developed regions will stabilize and that less developed regions will rise steadily, but there is limited room for growth.
Night trading news summary | Yuanxing Energy: The third and fourth production lines of the first phase of the Alashan Natural Alkali Project have yet to be tested
The Brazilian Sugar Industry Association (Unica) said on Wednesday that sugar production in south-central Brazil reached 2.247 million tons in the first half of October, compared to 1,842 million tons in the same period last year.
Upstream and downstream squeezing the main business slump, and Shanxi Coking reported profits of coal mills that relied on investment in the third quarters|Interpretation of the quarterly report
① Revenue reported for the third quarter fell by about 30% year on year. The main coking industry continued to lose money, and profits mainly came from investment income; ② The company's main business lost 615 million yuan in the first three quarters, and losses continued to increase, but supported by falling raw material costs and rising prices of major chemical products in the third quarter, the loss situation improved compared to the second quarter.
Opinion | Southbound capital is accelerating net inflows into the Hong Kong stock market. Which individual stocks are favored?
From July 21 to September 15, while there was an overall net outflow of foreign capital, the net inflow of southbound capital into the Hong Kong stock market accelerated. Looking at the industry side, there is a net inflow of southbound capital into industries such as finance, real estate, energy, and the Internet of Technology, while the net outflow of foreign capital flows out of industries such as software and services, banking, and retail. In the future, once overseas liquidity is marginally relaxed, there may be a need for foreign capital to make up for these industries.
Opinion | Policy expectations continue to heat up, driving the Hong Kong stock real estate chain to rebound
Are there better investment opportunities for Hong Kong stocks under the catalysis of real estate policies?
The Fund's second quarterly report is out! The latest trends of Xie Zhiyu, Zhu Shaoxing, and Fu Pengbo revealed
While Xie Zhiyu can invest in Hong Kong stocks, Xie Zhiyu also increased her holdings in CXO (Pharmaceutical Outsourcing) leading Pharmaceutical Biology and reduced her holdings in Huahong Semiconductor, Shunyu Optical Technology, and Jianyou shares.
Qiu Dongrong's holdings revealed! Optimistic about the three major directions
With the disclosure of public fund reports for the second quarter of 2023 kicking off, well-known fund managers' positions for stock exchanges and their views on the future market are all over the paper.