When it was first covered, did Goldman Sachs think it could increase by another 50% during the Ningde era?
Goldman Sachs is optimistic about the technological advantages and profitability of the Ningde era, and gives a purchase rating and a target price of 304 yuan. The average annual EPS growth rate in the 2024-2030 era is 26%, of which 21% comes from sales growth and 1% from unit gross profit expansion.
Hengrui diet pills went overseas for 6 billion US dollars, and this time they are no longer making wedding gowns for others | Insight Research
Through an innovative transaction structure, Hengrui uses minimal risk to obtain the highest potential overseas returns, while providing shareholders with more stable returns.
2023 年度報告
Lithium prices plummeted, falling out of 19% profit growth in the Ningde era | Insight Research
Q1 In the Ningde era, revenue declined, but profit increased
The Copper Supply Landscape: Is a Bull Market on the Horizon?
Since the fourth quarter of 2023, the global copper mining industry has experienced multiple supply disruptions, with recent news of planned production cuts by Chinese smelters intensifying market unease. Supported by expectations of a tight supply,
337 billion yuan! Midea's net profit to mother reached a record high in 2023, and plans to distribute 20 billion cash dividends | Financial News
Midea Group achieved revenue of 373.7 billion yuan in 2023, up 8% year on year, and net profit increased 14% year on year. The group plans to distribute cash of 30 yuan for every 10 shares to all shareholders.
Ping An Insurance (Group) Company of China Ltd (PNGAY) Q4 2023 Earnings Call Transcript Summary
The following is a summary of the Ping An Insurance (Group) Company of China Ltd (PNGAY) Q4 2023 Earnings Call Transcript:Financial Performance:Ping An Insurance reported a 4.7% YoY revenue increase,
Nio Aims for Longer-life EV Batteries Through Tech Partnership With CATL
Nio (NYSE:NIO) inked a framework agreement with Contemporary Amperex Technology Co. to carry out innovation in the research and development of long-life batteries according to the needs of the electric vehicle maker's power swap.
Domestic market share returned to 50% during the Ningde era | Insight Research
The flames of the NEV price war have already burned into the power battery market. In February of this year, some second- and third-tier power battery manufacturers, such as Gateway Power, were still in a state of shutdown and production. Combined with holiday disturbances, the recovery of the power battery market was slightly slow. In February, power battery production reached 43.6 GWh, down 33.1% from month to month, down 3.6% year on year; sales volume was 37.4 GWh, down 10.1% year on year, down 34.6% month on month; installed capacity reached 18 GWh, down 18.1% year on year and 44.4% month on month. Overall, the power battery market sentiment did not perform well in February
The achievements of the Ningde era relied on “volumes” to go overseas | Insight Research
Compared with second- and third-tier power battery manufacturers, the Ningde era still performed excellently
Ningde Times, China Shenhua, Muyuan Co., Ltd.... A number of A-share giants are forecasting annual results!
On the evening of January 30, a number of A-share listed companies announced their 2023 annual results forecasts. A few companies are happy and a few are sad. The Ningde Era expects net profit to increase by more than 30% over the same period last year, reaching 42.5 billion yuan to 45.5 billion yuan, with daily earnings exceeding 116 million yuan; China Shenhua's profit in 2023 will drop 9.9% to 14%, and the drop in coal prices will affect performance. Sluggish pig prices have caused most listed pig companies to report losses in 2023, and industry differentiation has intensified. Among them, Muyuan Co., Ltd. expects a net loss of 3.9 billion to 4.7 billion yuan in 2023, and a profit of over 13.2 billion yuan in 2022. The price of lithium carbonate fell sharply, with a decline of more than one year
Report: BYD discusses the acquisition of Brazilian lithium miner Sigma Lithium to form an integrated supply chain
The Volkswagen and Ningde era are also potential bidders.
Economists Warned of Looming Signs of Reflation, And Red Sea Attack Is Not the Only Reason
The continued impact of the recent Red Sea incident has aroused alarm about reflation. One reason for lower inflation in 2023 is the high base effect from the previous year, which may not be the case in 2024. The easing of the financial conditions index and record-high housing prices are the latest signs of inflation accelerating.
Zijin Mining Group Company Limited Goes Ex Dividend Tomorrow
Detailed list! A new batch of “Catalogue of New Energy Vehicle Models Exempt from Vehicle Purchase Tax” was announced. The M9 EV, Tesla Model Y, and BYD Song PLUS are on the list
IT Home reported on November 20 that the Ministry of Industry and Information Technology today announced the “Catalogue of New Energy Vehicle Models Exempt from Vehicle Purchase Tax” (71st batch), which includes 61 pure electric passenger cars, 6 plug-in hybrid passenger cars, and 26 pure electric buses.
Breakdown of US Monthly Retail Sales Data, in One Chart
Retail sales in the United States decreased by 0.1% month-over-month in October 2023, putting an end to a six-month streak of increases and compared with the market consensus of a 0.3% decline.
Here's the Inflation Breakdown for October, in One Chart
Food costs were up 3.3% compared with one year ago, down from 3.7% YoY compared to last month.
October CPI Preview: Inflation Moves Closer to Fed's Target
Bloomberg data shows YoY CPI inflation will fall to 3.3% (vs. 3.7% prior), with annual core inflation remaining at 4.1%.
The Ningde era started a battle to defend 40% market share | Insight Research
There has been a negative increase in power battery production, and the removal of batteries to storage has not been reversed
Profits in the Ningde era will also depend on overseas | Insight Research
Q3. In the Ningde era, profit growth slowed, and domestic market share declined. How big was the impact?