603379 Zhejiang Sanmei Chemical Industry
- 42.23
- -0.06-0.14%
Zhejiang Sanmei Chemical Industry News
Zhejiang Sanmei Chemical Industry Co.,Ltd.'s (SHSE:603379) P/E Is On The Mark
Zhejiang Sanmei Chemical Industry Co.,Ltd.'s (SHSE:603379) price-to-earnings (or "P/E") ratio of 63.7x might make it look like a strong sell right now compared to the market in China, where around hal
Sanmei Co., Ltd. (603379.SH): A total of 15,000 shares have been repurchased
Gelonghui, May 6 | Sanmei Co., Ltd. (603379.SH) announced that as of the end of April 2024, the company had repurchased a total of 15,200 shares, accounting for 0.0025% of the company's total share capital. The highest price of the repurchase transaction was 33.58 yuan/share, the lowest price was 32.48 yuan/share, and the total amount paid was RMB 502,003.00 (excluding transaction fees).
Zhejiang Sanmei Chemical IndustryLtd's (SHSE:603379) Three-year Earnings Growth Trails the 40% YoY Shareholder Returns
The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But in contrast you can make much more than 100% if the company does well. For instance the Zhejiang Sanme
Sanmei Co., Ltd. (603379.SH): Net profit fell 42.41% to 280 million yuan in 2023, and plans to distribute 10 to 2.3 yuan
Gelonghui, April 29丨Sanmei Co., Ltd. (603379.SH) released its 2023 annual report. During the reporting period, the company achieved operating income of 3.334 billion yuan, a year-on-year decrease of 30.12%; realized net profit attributable to shareholders of listed companies of 280 million yuan, a year-on-year decrease of 42.41%; and realized net profit attributable to shareholders of listed companies after deducting non-recurring profits and losses of 209 million yuan, a year-on-year decrease of 53.62%. It is proposed to distribute a cash dividend of 2.30 yuan (tax included) for every 10 shares to all shareholders. The company's operating income decreased by 30.12% year-on-year during the reporting period, and was attributed to listed companies during the reporting period
Sanmei Co., Ltd. (603379.SH): Net profit of 154 million yuan in the first quarter increased 672.53% year-on-year
On April 29, Ge Longhui Co., Ltd. (603379.SH) released its report for the first quarter of 2024, achieving operating income of 959 million yuan, an increase of 23.28%; net profit attributable to shareholders of listed companies was 154 million yuan, an increase of 672.53% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 154 million yuan, an increase of 610.63% year on year; basic earnings per share were 0.25 yuan.
Guoxin Securities: The supply and demand pattern is improving, and there is strong certainty that third-generation refrigerants will continue to recover
Starting in February 2024, all parts of the country have taken many measures to promote “trade-in” of automobiles and home appliances to stimulate consumption vitality. Air conditioning schedule data showed beautiful performance, automobile sales data, and refrigerants continued the upward trend.
Minsheng Securities: As fluoropolymer projects continue to be implemented, the performance of leading fluorine chemical companies is expected to continue to increase
After the HFCs quota is implemented, competition in the fluorine chemical industry chain may shift to competition for polymer fluoropolymers and other fluorine fine chemicals, and I am optimistic about the project implementation opportunities brought by leading fluorine chemical companies based on outstanding R&D capabilities.
Guosheng Securities: Third-generation refrigerants are expected to surpass the historical two-generation market
In the current boom, in a context where the three generations have begun to implement quotas, the fourth generation of patents have not yet fully expired, and the third generation accounts for a very low share of downstream costs (about 1%-2%), the third generation refrigerants are expected to show a super boom that surpasses the historical two rounds and two.
Recent 3.8% Pullback Would Hurt Zhejiang Sanmei Chemical Industry Co.,Ltd. (SHSE:603379) Insiders
Key Insights Zhejiang Sanmei Chemical IndustryLtd's significant insider ownership suggests inherent interests in company's expansion 55% of the business is held by the top 2 shareholders Ownership
Huachuang Securities: Third-generation refrigerants are expected to enter the redemption period for product prices and stock prices
The Zhitong Finance App learned that Huachuang Securities released a research report saying that refrigerants are expected to enter a period of steady upward trend in performance. The refrigerant sector stock price in 2023 is mainly a game of policy expectations. With the implementation of the policy, third-generation refrigerants are expected to enter the redemption period for product prices and stock prices. As of March 31, 2024, the gross margins of third-generation refrigerants R32, R125, R134a, and R143a were 50.4%, 56.9%, 47.1%, and 65.1%, respectively. Looking ahead, downstream air conditioning production will continue to be strong in April. May-June will enter the peak season for the after-sales fluoridation market, and prices and profits are expected to stabilize
Huajin Securities: Demand is strong as the peak season approaches, and the rise in refrigerants is expected to continue
Air conditioning manufacturers are entering a peak production season. Demand for refrigerants has increased significantly, order volume has increased, overall supply in the market is slightly tight, and the market generally has bullish expectations.
Sanmei Co., Ltd. (603379.SH): The company did not repurchase shares in March
Gelonghui, April 1, 丨 Sanmei Co., Ltd. (603379.SH) announced that in March 2024, the company did not repurchase shares. By the end of March 2024, the company had repurchased a total of 15,200 shares, accounting for 0.0025% of the company's total share capital. The highest repurchase price was 33.58 yuan/share, the lowest price was 32.48 yuan/share, and the total amount paid was RMB 502,003.00 (excluding transaction fees).
Guotai Junan: Increased refrigerant prices during peak season focus on supply-driven boom cycles
Looking at the medium to long term, the supply and demand pattern for third-generation refrigerants continues to improve. The supply-side refrigerant quota is gradually being cut, and the increase in demand side downstream air conditioners, refrigerators, etc. is driving up demand for refrigerants. It is expected that third-generation refrigerants will begin a long-term boom cycle.
Zhejiang Sanmei Chemical Industry Co.,Ltd. (SHSE:603379) Stock Is Going Strong But Fundamentals Look Uncertain: What Lies Ahead ?
Zhejiang Sanmei Chemical IndustryLtd's (SHSE:603379) stock is up by a considerable 39% over the past three months. But the company's key financial indicators appear to be differing across the board
Sanmei Co., Ltd. (603379.SH): A total of 15,000 shares have been repurchased
Gelonghui, March 1 | Sanmei Co., Ltd. (603379.SH) announced that as of the end of February 2024, the company had repurchased a total of 15,200 shares, accounting for 0.0025% of the company's total share capital. The highest price of the repurchase transaction was 33.58 yuan/share, the lowest price was 32.48 yuan/share, and the total amount paid was RMB 502,003.00 (excluding transaction fees).
Guojin Securities: The refrigerant pattern is highly concentrated on price increases, “the slope is long and the snow is thick”
Refrigerants are starting to rise in price, and there is good room for price increases.
Guoxin Securities: Refrigerants start a recovery cycle, the supply and demand pattern is improving, and the development trend is very certain
Recently, refrigerants have begun an upward boom cycle, and prices have clearly picked up.
Zhejiang Sanmei Chemical IndustryLtd's (SHSE:603379) Returns On Capital Not Reflecting Well On The Business
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a business will show two trends; firstly a growing return on capital employed (ROCE) an
UBS: Geopolitical factors push up oil prices and “three barrels of oil” will benefit
UBS released a research report saying that the average price of Brent crude oil futures rose 3.3% weekly to 82.5 US dollars per barrel last week, mainly driven by geopolitical factors, including heightened tension in the Middle East and the ongoing Russian-Ukrainian conflict. With geopolitical factors boosting oil prices, it is believed that three barrels of oil, CNPC (00857), CNPC (00386), and CNOOC (00883) will benefit. At the same time, it was mentioned that the price of R22/R134A snow types increased by 7% and 2% respectively last week. Relevant stocks prefer Dongyue Group (00189) and Sanmei Shares (603379.SH)
Sanmei Co., Ltd. (603379.SH): Initial repurchase of 15,200 shares
Gelonghui, January 31 | Sanmei Co., Ltd. (603379.SH) announced that on January 31, 2024, the company repurchased 15,200 shares for the first time through centralized bidding transactions, accounting for 0.0025% of the company's total share capital. The highest price of the repurchase transaction was 33.58 yuan/share, the lowest price was 32.48 yuan/share, and the total amount paid was RMB 502,003.00.
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