A-share review: New energy stocks explode! Photovoltaics and solid-state batteries have soared, and the non-ferrous metals market continues
On May 29, the three major A-share indices fluctuated and declined. The Shanghai Index rose 0.05% to 3111 points, the Shenzhen Stock Exchange Index rose 0.25%, and the GEM Index rose 0.27%. Over 2,700 shares rose and traded 708.4 billion yuan throughout the day. On the market, the small metals and non-ferrous metals sectors are active; the situation in the Middle East heats up, the gold and precious metals sectors strengthened, and Hunan gold rose and stopped; the photovoltaic equipment sector rose, solid state batteries and other sectors rose, while AIPC, travel hotels, and carbon fiber had the highest gains. In addition, the ST sector fell sharply, and more than 20 stocks including ST Elken fell to a halt; the shipbuilding sector declined, the virtual power plant sector pulled back, and automobile services
A-share review: Shanghai index rose 1.14%! The “national team” took action, and the semiconductor and photoresist sectors exploded
On May 27, the main A-share index fluctuated and weakened in early trading today and pulled up at the end of the session; by the close, the Shanghai index rose 1.14% to 3124 points, the Shenzhen Stock Exchange Index rose 0.88%, and the GEM index rose 0.68%. Nearly 3,400 shares rose, and traded 774.8 billion yuan throughout the day. On the market, the electronic chemicals sector soared in the afternoon, and many stocks such as Yangfan New Materials rose and stopped; the third phase of the National Fund was established; the semiconductor sector strengthened across the board in the afternoon, leading the way in the direction of SMIC concepts and memory chips, etc.; lithography machines and photoresist concepts boosted; and sectors such as virtual power plants, UHV, and shipping ports registered the highest gains. The photovoltaic equipment sector declined, and the chicken concept declined
A-share review: The GEM index fluctuated and closed up 0.88%, and the PV sector stopped rising and stopping at full screen
On May 22, the three major A-share indices rose collectively. The Shanghai Index rose 0.02% to 3158 points, the Shenzhen Stock Exchange Index rose 0.12%, and the GEM Index rose 0.88%. More than 3,100 individual stocks rose in the entire market, with a turnover of 831.2 billion dollars in the Shanghai and Shenzhen markets, an increase of 31.9 billion dollars over the previous trading day. On the market, the photovoltaic sector exploded across the board, leading in the direction of HIT batteries, perovskite batteries, and BC batteries; the real estate sector rose and stopped; the AI PC sector rebounded, and Yingli shares rose and stopped by 20cm; and sectors such as energy efficiency in buildings, glass substrates, and high-speed copper cable connections registered the highest gains. Also, the pet economy sector
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.
Prodelight --- ICT-Link SIP terminal “Yealink” sales partner case study released
Prodelight <5580> revealed ICT-Link's Yealink introduction and sales partner case study on the 30th. The company provides the cloud telephone system “INNOVERA,” and is taking on the challenge of developing innovative systems. Yealink is a global IP communication equipment manufacturer that focuses on the IP communication area and makes use of high quality, high flexibility, wide compatibility, and speedy specialized technical support. ICT-Link is a good friend
A-share review: Shanghai index fell 0.74%, precious metals sector correction continued, military information technology and education stocks were strong
On April 23, the main A-share index fluctuated and weakened today. By the close, the Shanghai index fell 0.74% to 3021 points, recording 3 consecutive declines; the Shenzhen Stock Exchange Index fell 0.61% to record 4 consecutive declines; and the GEM index rose 0.15%. More than 3,200 shares rose, and full-day transactions of 775.3 billion yuan decreased by 46.7 billion yuan compared to yesterday. On the market, the Ministry of Education announced the first batch of 18 typical examples of “artificial intelligence+higher education” application scenarios. The education sector soared, and Kaiyuan Education rose and stopped by 20cm; the military information technology sector strengthened, and many stocks such as Guangha Communications rose and stopped; the engineering consulting services sector rose, and many stocks such as construction research and design rose and stopped; robots implemented
Everweft Lithium is in the midst of a battery price war, doubling sales and no increase in profits | Insight Research
On the evening of April 18, Everweft Lithium Energy announced its 2023 annual results. The company's battery market share doubled, but it fell into a dilemma where revenue, net profit, and sales volume diverged. In 2023, Everweft Lithium achieved operating income of 48.78 billion yuan, up 32.38% year on year; net profit to mother was 4.05 billion yuan, up 15.42% year on year, of which net profit from the division's business was 3.54 billion yuan, up 30.19% year on year; after deduction, only 2.23% year on year; gross margin reached 17.04%, up 0.61 percentage points year on year; net interest rate reached 9.27%, down 0.84 hundred percent year on year
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
A-shares opened higher, the GEM index and Shenzhen index rose more than 1%, and treasury bond futures fell across the board
On April 1, A-shares opened higher. The GEM Index rose 1.75%, the Shenzhen Index rose 1.52%, and the Shanghai Index rose 0.77%. Securities, precious metals, quantum technology, etc. had the highest gains, with the three markets of Shanghai, Shenzhen and Beijing rising by nearly 4,000 individual stocks. Treasury bond futures declined across the board. The 30-year main contract fell 0.39%, the 10-year main contract fell 0.20%, the 5-year main contract fell 0.12%, and the 2-year main contract fell 0.03. In terms of market news, the Caixin China Manufacturing Purchasing Managers' Index (PMI) for March released today recorded 51.1, up from 0.2 percentage points in February
Hangzhou Tigermed Consulting Reports FY Results
A-share review: The Shanghai Index rose 0.55%, the AI application side exploded, and the Kimi concept became popular!
On March 20, the main A-share index closed slightly higher today. By the close, the Shanghai index rose 0.55% to 3079 points, the Shenzhen Stock Exchange Index rose 0.21%, and the GEM index rose 0.12%. More than 3,800 shares rose, and traded 1 trillion yuan throughout the day, breaking through trillion yuan for the 3rd day in a row. On the market, Kimi's smart assistant began closed testing. Kimi's concept, AiGC concept, and Sora concept rose and stopped; the low-altitude economy sector rebounded, and Rice Information went up and down in 3 days; the education sector strengthened, and MeiJim rose and stopped; AI mobile phone concept stocks rallied, and Furong Technology continued to rise; the high-voltage fast charging sector fluctuated
How long can the American customer love myth of high growth last? | Insight Research
Despite 3 consecutive years of high performance growth, market concerns about Aimeike's future growth momentum have not been resolved.
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
2024 Financial Report | BGI's profit fell by more than 80%, making it difficult to find the next outlet
The era of gold everywhere is over
It's boiling! Hong Kong's A-shares are booming, the RMB is rising, the Securities Regulatory Commission continues to gain weight, and the national team is entering the market. Are there any signs of bottoming out?
The pre-holiday rebound is here!
Everweft lithium becomes a survivor of the price war storm | Insight Research
Everweft lithium becomes a beneficiary in the price war
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
The level of economic sentiment is picking up! The manufacturing PMI in January was 49.2%, and the non-manufacturing PMI was above the critical point
On January 31, data released by the National Bureau of Statistics showed that China's official manufacturing PMI for January was 49.2, up 0.2 percentage points from the previous month; the non-manufacturing business activity index was 50.7%, up 0.3 percentage points from the previous month, higher than the critical point; and the composite PMI output index was 50.9%, up 0.6 percentage points from the previous month.
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