BK0817 Participate in the Third Board Selection Layer
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The Q4 decline did not change the annual net profit situation of Quartz shares soared, and the “red envelopes” of 2 billion yuan had an impressive dividend rate | Financial Report Interpretation
① Driven by rapidly growing demand in downstream photovoltaics, semiconductor and other industries, Quartz's net profit in 2023 increased 3.78 times year-on-year. ② The company also introduced a high dividend and transfer plan that pays a cash dividend of 57 yuan for every 10 shares and increases 5 shares for every 10 shares. ③ The company's 2023 cash dividend per share reached 7 yuan. Currently, the dividend ratio is 8.43%, ranking third among all A-shares.
Production and sales of photovoltaic materials are booming, semiconductor certification accelerates the annual net profit pre-increase of up to 4 times for Quartz
① Quartz shares expect net profit of 4.75 billion yuan to 5.33 billion yuan in 2023, an increase of 351.44%-406.56% over the previous year. ② Due to high demand for photovoltaics and resource bottlenecks, high-purity quartz sand is in short supply. Prices continued to rise last year, but this year they have declined slightly. ③ Quartz Co., Ltd. has just started in the semiconductor market, but it continues to pass certification from international semiconductor equipment vendors and is increasing production capacity.
Dabeinong performs “I ate and vomit” and Aonong Biotech went from a “sweet marriage” to a “peaceful break up”
① Due to major changes such as equity freezes in Aonong Biotech's controlling shareholder Aonong, the equity cooperation between Dabinong Biotech and Aonong Biotech was terminated; ② Since December, Aonong Biotech has issued announcements relating to the controlling shareholder's share pledge on three days. The controlling shareholder's pledge ratio has continued to rise. Currently, the pledge ratio is close to 98%;
The debt ratio is as high as 89%, Wu Youlin, the actual controller of Aonong Biotech, wants to sell big assets to “ask” the old owner Dabeinong to take over?
① Dabeinong plans to obtain no less than 51% of Aonong's investment through capital increases and stock expansion, and Aonong Biotech's actual controller may change; ② Aonong Biotech's balance ratio is as high as 89.41%, of which short-term loans are about 4.51 billion yuan, and total current liabilities are about 11.55 billion yuan, while the monetary capital on the account is only less than 300 million yuan.
Has Dabeinong's acquisition of Jiuding Technology come to an end? In the second trial, the Hunan High Court upheld the original judgment again
① The second trial of Dabeinong's acquisition of Jiuding Technology ushered in a judgment. The Hunan High Court rejected the appeal and upheld the original judgment ② In the third quarter report, Dabeinong has initiated plans for the acquisition of shares in Jiuding Technology and Zhengbang Technology
The world's leading fund added Hong Kong stocks in Q3. How can it seize the market with smart money?
The new heavy stock holdings were mainly focused on education and hardware; software and photovoltaics were transferred out.
Dividend themed funds are in full swing: the total number of products has broken 100. How can you choose to invest in hundreds of “dividends”?
① Nearly half of the dividend-themed products newly established during the year were established in the fourth quarter of this year, and the scale of newly established products exceeded 1.3 billion yuan; ② dividend-themed ETFs have absorbed more than 3 billion yuan since the fourth quarter, and the net inflow during the year exceeded 13.3 billion yuan.
Apple will host a headphone developer experience day in Shanghai, and silicon-based OLEDs are expected to accelerate penetration with headsets
① Apple is preparing to hold the “Apple Vision Pro Developer Lab” event in Shanghai on November 28. At that time, all developers will be able to experience Apple Vision Pro. ② Apple's VisionPro is the leader in being equipped with two Sony silicon-based OLED displays. It was previously reported in the supply chain that MetaQuest 3 will also use a microOLED display solution.
The Central Financial Work Conference emphasized speeding up the construction of affordable housing and welcoming a new model of real estate development
① The Central Financial Work Conference was held in Beijing from October 30 to 31. The conference emphasized speeding up the construction of “three major projects” such as affordable housing and constructing a new model for real estate development. ② The CITIC Securities Research Report predicts that institutional reforms may expand the scope of business of development companies and also underpin industrial chain investment, which clearly tends to decline.
A slight recovery in pig prices supports Dabeinong's Q3 losses, narrowing month-on-month, genetically modified genes are expected to be “realized” into future growth points|Interpretation of financial reports
① Dabeinong achieved operating income of 23.931 billion yuan in the first three quarters, an increase of 8.31% over the previous year; net profit loss of 908 million yuan; due to a slight recovery in pig prices, the company's losses in the third quarter narrowed month-on-month ③ Commercialization of GM has ushered in an important point. Some industry insiders have pointed out that the company's genetically modified genes are expected to be realized as a new performance growth point ②
The approval of genetically modified varieties has been implemented! Accelerating commercialization of many varieties, including DaBeinong and Longping Hi-Tech, is beneficial to related companies
① 37 genetically modified corn varieties and 14 genetically modified soybean varieties passed the preliminary review ② This preliminary review included many corn varieties from Longping Hi-Tech and Denghai seed industries, and many soybean varieties from Dabeinong ③ Dabei agricultural traits were used for a relatively high proportion of the varieties examined in this preliminary review
The big model competition has already begun to compete for scenes and grab customers
Technology must improve rapidly, and commercialization must also be implemented quickly.
Beishui continues to increase Tencent's holdings by nearly HK$1.1 billion and sells SMIC over HK$200 million; Nanshui bucked the trend and bought Lixun Precision by over 400 million yuan
Southbound Capital made net purchases of HK$6.15 billion today. Yingfu Fund and Hang Seng Chinese enterprises received net purchases of HK$1.56 billion and HK$624 million respectively; Northbound Capital had net sales of 235 million yuan, while IFF, Tonghuashun, and Ziguang Guowei had net sales of 700 million yuan, 635 million yuan and 518 million yuan respectively.
Beishui grabs science and technology network stocks! Tencent added more than HK$1.2 billion to buy Meituan over HK$200 million; Nanshui added Kweichow Maotai to nearly 600 million yuan
Southbound Capital received a net purchase of HK$1,013 million, Pharmaceutical Biotech received a net purchase of HK$415 million. Hang Seng Chinese companies had the highest net sales volume of HK$1,024 million; Northbound Capital made a net purchase of $4.295 billion today, while IFF and Changchun Hi-Tech received net purchases of $306 million and $228 million respectively.
Express News | Credit Suisse: raise CITIC's target price from HK $18.80 to HK $20.30 to outperform the market
The hardest core "solution" reading! CITIC dismantled Tesla, Inc. completely.
CITIC published a research report entitled "New Energy vehicle Industry Tesla, Inc. Series Research topic: intelligent Electric vehicle Development trend from the dismantling of Model 3". After two months, the brokerage completely dismantled the iconic Model 3 standard continued version, and made a detailed interpretation of its body domain, cockpit domain and driving domain. It is reported that the length of the research newspaper is 94 pages, of which nearly 80 pages are dismantled. In fact, there is a precedent for securities firms to dismantle cars in order to write research reports, and it is not the first for the brokerage to dismantle Model 3. UBS's research team dismantled the Chevrolet Bolt electric car as early as 2017, and the ID 3 electric car built by Volkswagen's MEB pure electric platform in 2021.
When a global “heatwave” hits, which industries are expected to benefit in hot weather?
The agency said that due to enterprises speeding up the resumption of work and production, combined with the impact of continuing hot weather, electricity consumption was rapidly recovering, leading to a seasonal peak in electricity consumption and coal consumption. Furthermore, with the gradual arrival of summer, traditional white electronics will also soon usher in a peak sales season, which is expected to help the industry accelerate its exit from the bottom of sentiment and usher in a valuation repair market.
Consumer vouchers are being issued one after another in various regions. What opportunities are there in the big consumer sector?
CITIC Securities believes that the potential opportunities for overall consumption allocation in the second half of the year are greater than in the first half of the year. The short-term recommendations are still arranged on the basis of epidemic mitigation and marginal repair logic, focusing on travel industry chain industries such as hotels, duty-free, scenic spots, restaurants, etc., and popular goods such as food and dairy products.
CITIC Securities: It is proposed to issue 1.5 shares for every 10 shares, for a total of 341 million additional shares
The offered price is HK$17.67 per share, which is approximately 15% off today's closing price.
Nanshui sold a sharp net of 14.6 billion yuan today, while the net sales of Ningde Era and Kweichow Moutai both exceeded 1.1 billion yuan
Northbound Capital made net sales on a single side throughout the day, with net sales reaching a new high since July 24, 2020; Ping An of China received net sales of 720 million yuan; Sunshine Power, Ganfeng Lithium, and Vail Co., Ltd. received net purchases of 354 million yuan, 111 million yuan, and 90 million yuan respectively. Hong Kong Stock Connect is closed today.