BK0929 Home Appliance Parts Ⅱ
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Haida rose more than 33% weekly, and Wuxi Jinghai bought 6.25% of Jingyang Biotech's shares | Beijing Stock Exchange Weekly Report (April 22-26, 2024)
The Beijing Stock Exchange 50 rose 2.6% this week, and is in the middle of all A major broad-based indices. Haider gained 33.89% weekly, leading the Beijing Stock Exchange. Additionally, Wuxi Jinghai acquired 6.25% of Jingyang Biotech's shares.
Also, shareholders of bullish stocks are currently losing their holdings at a high level! “Five consecutive boards” Chunguang Technology suggests that stock prices are at risk of falling
① Shareholder Xiubao, who holds 0.5071% of the shares, plans to reduce its holdings by no more than 698,000 shares within 6 months; ② As of February 5, 2024, the top ten shareholders will enter the new “Guojin Quantitative Selection A”; ③ The 2023 performance forecast shows that Chunguang Technology's net profit has declined significantly compared to the previous period.
It plans to invest more than 5 billion dollars to build the future industrial center project Sanhua Intelligent Control to increase the robot business
① Entering the year Tesla humanoid robots were realized, thermal management leader Sanhua Intelligent Control increased the bionic robot mechatronic actuator business; ② Sanhua Intelligent Control previously stated during research from institutional investors that the company had listed the bionic robot mechatronic actuator project as a key project; ③ Sanhua Intelligent Control also stated that in the future, the company's robot projects are expected to benefit from the rapid growth of the humanoid robot market and become the driving force for future company performance growth.
The Zhijie S7 will begin pre-sales on November 9, and the competitiveness of the Huawei automobile industry chain is expected to continue
① Hongmeng Zhixing's first high-energy smart sedan, the Zhijie S7, will begin pre-sale on November 9. ② With the support of Huawei's intelligent and marketing channel capabilities, the advantages of the smart car selection model gradually became apparent with delivery, and the Zhijie S7 is expected to drive further growth in demand.
Q3 off-season performance was negative month-on-month, Sanhua Intelligent Control: Q4 operations are expected to improve | Interpretation of financial reports
① The performance of Q3 companies showed negative month-on-month growth, while 3 of the top ten tradable shareholders reduced their holdings; ② From January to September of this year, the total amount of Sanhua Intelligent Control's three expenses (sales, management, R&D) increased by 30.55% year-on-year, mainly due to the rapid increase in management expenses and R&D expenses.
Lots of information! The third quarterly report of famous public fundraisers has been released. Star fund managers such as Ge Lan, Zhou Weiwen, and Zhao Yi look at the future market this way
Another group of well-known fund managers have released their three-quarter reports!
Land storage compensation received Q3 net profit exceeded last year, and Dongfang Electric received more than 1.6 billion yuan in new energy orders in the first three quarters of last year|Interpretation of financial reports
① Dongfang Electric's net profit for the third quarter of this year was nearly 400 million dollars, exceeding the scale of the whole year last year, and the growth rate after deducting non-net profit was over 50%. ② The company's new energy equipment manufacturing business received 1.63 billion yuan in new orders in the first three quarters, including 1,284 million yuan in the polysilicon sector and 346 million yuan in the non-polycrystalline silicon sector.
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?
Tesla's Mexico plan: start production in the first quarter of 2025, China's supply chain to rebuild the Shanghai plant
People close to Tesla's suppliers claim that Tesla had previously underestimated how difficult it was to build a factory in Mexico.
Beishui Clean bought CNOOC for more than HK$200 million and sold China Mobile for more than HK$300 million; Nanshui added Kweichow Moutai to stock more than 500 million yuan
Southbound Capital made net sales of HK$62 million today; Meituan-W and Pharmaceutical Biotech received net sales of HK$168 million and HK$140 million respectively; Northbound Capital made net purchases of $2,734 million today, and Lixun Precision and Tianqi Lithium received net purchases of $464 million and $255 million respectively.
Beishui went back to market and Country Garden served more than HK$400 million and sold Yao Ming Biotech for nearly HK$500 million; Nanshui reduced its inventory in Kweichow Moutai and Ningde times
Southbound Capital made net purchases of HK$274 million today, Tencent Holdings and New Oriental Online received net purchases of HK$249 million and HK$196 million respectively; Northbound Capital had a net outflow of $3.738 million today, Sanhua Intelligent Control had net sales of $633 million, and BYD received a net purchase of $228 million.
Beishui continues to bet on auto stocks, with net purchases of Geely Motors exceeding HK$500 million; Nanshui's purchases of BYD exceeding 600 million yuan
Southbound Capital made net purchases of HK$1,927 million today, 14 consecutive days of net purchases. Ideal Automobile-W and CNOOC received net purchases of HK$407 million and HK$264 million respectively; Northbound Capital made net purchases of 4,648 million yuan today, and Kweichow Moutai and Midea Group received net purchases of 658 million yuan and 393 million yuan respectively.
ETFs are included in interconnection, and Northbound Capital is active ahead of schedule! Funders: The impact in the medium to long term is far-reaching
According to industry insiders, this is another landmark expansion of the connectivity mechanism.
Open source securities: negative factors improve obviously optional consumption rebound at the right time
Zhitong Financial APP learned that open source securities released a research report saying that negative factors such as the decline in the real estate boom in 2021 and high shipping costs are gradually improving. From the current point of view, the improvement in negative factors is more obvious, such as the continuation of the trend of relaxation of real estate policy and the downward trend of sea freight rates. Along with the improvement of negative factors, there have been some positive factors, such as the central bank's reduction of reserve requirements, the steady growth of the real economy, the appropriate adjustment of epidemic control science and logistics to ensure the stability of people's livelihood, and the landing of the tariff exemption policy, superimposed on the 618 new products of various enterprises. the bank is expected to jointly benefit the release of consumer demand and higher valuations of the consumer sector.
Top ten Hong Kong stock news in 2021: Hong Kong raises stamp duty, Evergrande's capital chain is in crisis
Looking back at 2021, there are not only the joy of Xiaomi officially announcing the construction of a car and Zeng Yuqun being the richest man in Hong Kong; there are also the regrets that Huiyuan Juice was delisted from the Hong Kong Stock Exchange and Lee Kam Kee Group Chairman Li Wenda passed away.
Xie Zhikun, the actual controller of the trillion “China Plant System”, passed away suddenly. Who is the master of the commercial empire?
The official website of Zhongzhi Enterprise Group published an obituary on the evening of the 18th. Mr. Xie Zhikun, founder of Zhongzhi Enterprise Group, died in Beijing at 9:40 on December 18, 2021, at the age of 61 due to an ineffective heart attack.
The proportion of 76 shares of northbound funds in circulation is more than 10%! Oriental Wealth increased its holdings by more than 6.2 billion this month. Haier Smart Home, Wanhua Chemical and Divine Materials increased their holdings by more than 1 bil
Source: under the data treasure interconnection mechanism, northbound funds have become an important participant in the A-share market. According to statistics from the Securities Times, as of December 15, 2318 shares had been held by northbound funds, with a total of 100.934 billion shares, with a total market value of 2.75 trillion yuan, a decrease of 24.24 billion yuan compared with the previous trading day. In terms of sectors, the top five industries with the largest market value of shareholdings are food and beverage, electrical equipment, medicine and biology, electronics and banks, with a market capitalization of 406.98 billion yuan, 381.609 billion yuan, 258.868 billion yuan,
Jinhai Tech: the inactivation rate of Jinhai plant antiviral materials to novel coronavirus is more than 99.99% in 5 minutes.
Jinhai Hi-Tech said on the interactive platform that on April 26, 2021, Jinhai Hi-Tech obtained an inspection report provided by the Center for Disease Control and Prevention of Jiangsu Province (acceptance number: micro-examination: 2021-053). The report test results showed that the logarithm value of inactivation of novel coronavirus by Jinhai plant antiviral material reached 4.72 within 5 minutes, that is, the inactivation rate of novel coronavirus was more than 99.99%. At present, the business has little impact on the company's operating performance. The latest development of the company's business, please pay attention to the company's interim announcement and regular reports.
Oriental Electric heating: it is possible to further increase the gross interest rate of polysilicon reduction furnace in the future.
Dongfang Electric said that the company's current market share of polysilicon reduction furnace is about 30-40%. With the improvement of customer recognition and the rapid increase of orders, the market share of polysilicon reduction furnace is increasing, the fixed cost amortization of single equipment is gradually reduced, and the bargaining power is enhanced by purchasing major raw materials in large quantities. Generally speaking, it is possible to further improve the gross profit margin of polysilicon reduction furnace in the future.
Dongfang Electric Heat: it is expected to continue to benefit from the high scene of the photovoltaic industry, the number of orders will continue to increase this year and next year.
Dongfang Electric said that its polysilicon orders grew rapidly this year and more than doubled in the first three quarters compared with the same period last year. In addition, according to the company's knowledge, it is expected that about 500000 tons of new polysilicon investment projects will gradually fall to the ground this year and next year. The company's polysilicon reduction furnace and cold hydrogenation electric heater are the core equipment and main equipment of Siemens improved high purity polysilicon production respectively. At present, the market share of polysilicon reduction furnace is about 30-40%. It is expected that the company will continue to benefit from the high scene of the photovoltaic industry, and the order volume will continue to increase this year and next year.