Special topic: Short term performance interference has a great impact. Expect medium and long term full line repair of A-share
Positive and negative news affecting the stock market
Macro news
1. At the regular press conference of the Ministry of Foreign Affairs of China held yesterday, a reporter asked that Blinken raised concerns about the so-called "non market economic behavior" of China in Shanghai. Wang Wenbin said that China has always carried out economic and trade cooperation in accordance with market principles, always firmly supported the multilateral trading system, and fully implemented WTO rules. We hope that the US side will also earnestly respect the principle of fair competition, abide by WTO rules, and work with China to create favorable conditions for the healthy and stable development of China US economic and trade relations.
2. Yesterday afternoon, the Ministry of Commerce held the second regular press conference in April. The reporter asked questions and said that recently, some countries expressed concern about China's overcapacity, especially in the field of new energy. The spokesman of the Ministry of Commerce said that recently, some western countries have repeatedly accused China of overcapacity. This speculation is unreasonable and China firmly opposes it.
3. Chen Jining, secretary of the Shanghai Municipal Party Committee, met with US Secretary of State Lincoln and his delegation yesterday. Chen Jining said that this year marks the 45th anniversary of the establishment of diplomatic relations between China and the United States. Shanghai will implement the important consensus of the two heads of state and continue to make local positive contributions to promoting the development of China US relations. The two sides exchanged views on economic and trade exchanges, scientific and technological innovation, people to people and cultural exchanges, etc.
Industry News
1. The report of the State Council shows that the proportion of state-owned financial capital in banking, insurance, securities and other industries should be adjusted in a timely and reasonable manner by means of capital supplement, profit increase and other means, in accordance with the principle of "advance and retreat, reasonable flow". The report also shows that efforts should be concentrated on building a "national team" in the financial industry to promote the leading securities companies to become stronger and better.
2. Liu Liehong, Secretary of the Party Leadership Group and Director of the National Data Administration, published a signed article on the Banner: further release the value of data elements and accelerate the construction of digital China. It is proposed to vigorously develop the digital economy with data as the key element. We must accelerate the "integration of data and reality", promote digital industrialization and industrial digitalization, and promote the deep integration of digital technology with manufacturing, agriculture, and service industries.
3. The Beijing Municipal Bureau of Economy and Information Technology and the Beijing Communications Administration jointly issued the Implementation Plan for the Construction of Computing Infrastructure in Beijing (2024-2027). It is mentioned that by 2027, the whole stack of intelligent computing infrastructure software and hardware products will be autonomous and controllable; Vigorously promote the adaptation of large artificial intelligence models and autonomous controllable chips; Enterprises that purchase independently controllable GPU chips to carry out intelligent computing services will be supported according to a certain proportion of the investment amount.
4. The Ministry of Finance and the State Administration of Taxation issued a notice on the reform of the rural collective property rights system and the land value-added tax policy. In accordance with the requirements of the reform of the rural collective property rights system, the villagers' committee and the villagers' group will not levy land value-added tax temporarily if they transfer or change the use right of state-owned land, buildings on the ground and their attachments to the name of the rural collective economic organization.
5. The Shenzhou 18 manned spacecraft successfully separated from the rocket and entered the scheduled orbit. The astronauts were in good condition and the launch was a complete success.
6. Li Mingsong, Deputy Director of Hangzhou Municipal Bureau of Economy and Information Technology, said at the press conference of the Regulations of Hangzhou on the Promotion of Testing and Application of Intelligent Connected Vehicles held on April 25 that since the implementation of the Regulations on May 1, Hangzhou will take the lead in opening up eight urban areas of the city, a total of 3474 square kilometers, as the testing and application area of intelligent connected vehicles, to achieve full coverage of the city's built-up areas, The service population exceeds 10 million.
7. Research Institute of Quantum Information and Quantum Technology Innovation, Chinese Academy of Sciences Guodun Quantum A 504 bit superconducting quantum computing chip "Xiaohong" was delivered to verify the kilobit measurement and control system independently developed by Guodun Quantum. This chip has set a new record for the number of superconducting quantum bits in China, and it is planned to open to the world through the "Tianyan" quantum computing cloud platform of China Telecom Quantum Group.
8. The Passenger Transport Federation said that this month, the retail market of passenger cars in a narrow sense was about 1.6 million, down 1.5% year on year and 5.3% month on month. The retail market of new energy is expected to be about 720000, the same as last month, up 37.1% year on year, and the penetration rate is expected to reach 45.0%.
9. Yesterday, Zhongguancun One of the parallel forums, the 2024 "Investment in Beijing" Conference hosted by the Beijing Municipal Government. At the signing ceremony, a total of 23 key projects were signed, with a total contract value of 61 billion yuan, covering 11 major industrial fields. Including Dongcheng District Advanced Intelligent Computing and Large Model Application Open Laboratory, Fangshan Intelligent Computing Industrial Park and a batch of projects focusing on artificial intelligence, life science and other cutting-edge scientific and technological fields of Aisaipu China Headquarters in Changping District.
Company News
1、 Mount Everest, Tibet There are four versions of the name in the response notice: error due to negligence. On the same day, Shanghai Stock Exchange gave a regulatory warning to Tibet Everest Company and Hu Handong, the secretary of the board of directors, and there were low-level text errors in many of its announcements.
2、 Guolian Securities It was announced that it planned to acquire the control right of Minsheng Securities, and the trading of shares was suspended from the 26th. On the same day, Luxin Venture Capital It was announced that the subsidiary planned to sell 3.83% shares of Minsheng Securities to Guolian Securities.
3、 Colin Electric It was announced that the shareholding ratio of Shijiazhuang State Investment Group reached 10%.
4、 Shede Liquor Industry It was announced that the net profit in the first quarter fell 3.35% year on year.
5、 ZTE It was announced that the net profit in the first quarter was 2.74 billion yuan, up 3.74% year on year.
6、 Gu'ao Technology It was announced that Chen Chongjun, the actual controller of the company, was detained for being suspected of manipulating the securities market. On the same day, Shenzhen Stock Exchange issued a letter of concern to Gu Ao Technology.
7、 COSL According to the first quarter report, the net profit in the first quarter increased by 57% year on year.
8、 Mingde Biology Announced that it is planned to use no more than 4 billion yuan of idle self owned funds for entrusted financing. As of the closing, the company's total market value was 4.6 billion yuan.
9、 Yutong Bus The report for the first quarter of 2024 was released, and the net profit attributable to the parent company in the first quarter was 657 million yuan, up 445.09% year on year.
10. 24 projects of Xuhui were supported by "white list" financing, and the loan extension and replacement amount after equity exceeded 5.5 billion yuan.
Global Market
1. The three major US stock indexes collectively closed lower, with the Dow down 0.98%, the Nasdaq down 0.64%, and the S&P 500 down 0.46%. Meta fell by more than 10%, and its market value evaporated by about $130 billion; IBM fell more than 8%, Microsoft fell more than 2%, Google and Amazon fell more than 1%; Tesla rose about 5%, Nvidia rose more than 3%, and Netflix and Intel rose more than 1%.
2. The settlement price of international crude oil futures rose about 1%. WTI crude oil futures rose 0.92% in June and Brent crude oil futures rose 1.12% in June.
3. Israeli Prime Minister Netanyahu approved the plan for ground operations in Rafah. COMEX gold futures rose 0.27%.
Investment opportunity reference
1. The shipment volume in the first quarter increased by more than 80% year on year, and the subdivision products are in the penetration stage of rapid growth from 1-N
According to the latest quarterly mobile phone tracking report of International Data Corporation (IDC), in the first quarter of 2024, China's smartphone market shipped about 69.26 million units, up 6.5% year on year. In the first quarter of 2024, China's folding screen mobile phone market continued its rapid growth trend, with the shipment volume reaching 1.86 million units, an increase of 83% year on year.
In the context of global smartphone stock competition, the focus of mobile phone hardware innovation is shifting from optical camera to folding screen. At present, the global folding screen mobile phones are in the stage of rapid growth and penetration from 1-N. Counterpoint predicts that the global shipment of folding screen mobile phones will increase from 13.1 million in 2022 to 100 million in 2027, CAGR reached 50.2%, and the penetration rate in high-end market is expected to reach 39% in 27 years. According to the analysis of Shanghai Securities, 2024 is expected to be the first year of large-scale folding screen mobile phones. Driven by continuous form innovation, AI application and active release of models, the growth rate of folding screen market is expected to continue in 2024.
2. The demand is three to five times higher than expected, and the "new giant" is trying to expand capacity
Lei Jun, chairman of Xiaomi Group, said at the 2024 Beijing Auto Show that Xiaomi Auto is making every effort to expand its production capacity. It is expected that the Pro version will be delivered by the end of May, and more than 10000 units will be delivered in June.
A few days ago, in response to the problem of slow delivery of Xiaomi SU7, Lei Jun responded during the live broadcast that Xiaomi SU7 has broken many records of domestic cars, and the current demand is three to five times higher than expected. The original plan was that the Pro version would not be delivered until the end of April, and now it has been delivered in advance. Cinda Securities It is believed that each model of Xiaomi SU7 has both cost performance and high-performance configuration to meet the needs of multiple users, and has comparative advantages in intelligence and vehicle machine ecology. Combined with the ramp up of production capacity, it is expected that the delivery of Xiaomi vehicles is expected to reach about 100000 units in 24 years. The delivery of Xiaomi Automobile is expected to be gradually scaled up, and relevant parts suppliers are expected to fully benefit.
3. From "optional" to "mandatory", this technology has become an important subdivision track of computing power
High computing application scenarios continue to emerge, requiring chip cooling efficiency, and liquid cooling products have gradually become the rigid demand of the data center. A senior liquid cooling product sales manager told the reporter, "In 2023, the demand for liquid cooling products in the data center will grow rapidly, and this trend will continue in 2024."
The sharp increase in computing power scale has led to a surge in demand for AI servers, a large number of high-power CPUs GPU chip will drive the power consumption of AI server higher. Southwest Securities It is pointed out that the current data center refrigeration technology is mainly air cooling. Considering that the cabinet power exceeds 15kW, which is the ceiling of air cooling capacity, and the future AI cluster computing power density generally exceeds 20kW/cabinet, there is an urgent need to upgrade liquid cooling. Guosheng Securities pointed out that in the era of NVIDIA B100, air cooling will gradually approach the limit, and the era of liquid cooling will begin; For domestic computing power, the short boards in semiconductor manufacturing process need more heat dissipation to supplement, and the domestic and foreign demand for liquid cooling is expected to form resonance. From "optional" to "mandatory", liquid cooling will greatly increase the market space and become an important segment track of computing power.
4. Brain computer interface innovation development and application forum will be held on April 26
At the 2024 Zhongguancun Forum, the Brain Computer Interface Innovation Development and Application Forum hosted by the Ministry of Industry and Information Technology and the Beijing Municipal People's Government will be held on April 26. The forum will focus on the latest progress of brain computer interface, with the goal of promoting the vigorous development of the industry, explore the infinite possibilities of brain computer interface from the two paths of implantable and non implantable, around clinical trials and industrial applications, and share scenario applications in medical, consumption, industry, education and other fields. According to the agenda, leaders of the Ministry of Industry and Information Technology and Beijing Municipal People's Government will deliver speeches. At the same time, several achievements will be released, such as the Chinese Expert Consensus on the Implementation and Management of Clinical Research on Brain Computer Interface for Neurological Diseases.
According to McKinsey's estimation, the potential market size of the global brain computer interface medical applications is expected to reach 40 billion US dollars from 2030 to 2040. Zheshang Securities The medical biology team believes that with the continuous maturity of brain computer interface technology, its application scenarios are rapidly opening. Among them, rehabilitation medicine has become one of the first scenarios where the brain computer interface was launched. The brain computer interface is just filling the gap, and it is implementing rapid landing applications in the rehabilitation of related diseases.
Suspension and resumption of trading
Suspension
688085 Sanyou Medical
600715 Cultural Investment Holding
000809 Tieling New Town
002263 Great Southeast
300506 Minkave
002141 Xianfeng Holding
300117 Jiayu Shares
000609 Zhongdi Investment
300209 ST has a tree
resumption
600898 *ST Meixun (Rights protection)
000989 ST Jiuzhi
300965 *ST Hengyu
Bulletin Express
[Product Events]
Colin Electric: Shijiazhuang State Investment Group holds 10% of the company's shares
Colin Electric (603050) announced that the company received a notification letter from Shijiazhuang State Investment Group, informing it to increase its shareholding of the company by 10% through the bidding trading system of Shanghai Stock Exchange. On April 25, 2024, Shijiazhuang SDIC Group increased 518800 shares of the company through the bidding trading system of Shanghai Stock Exchange, with an increase of 0.23%.
Dofluridol : Proposed to acquire 80% equity of Ningxia Tianlin
Dofluoro (002407) announced that the company planned to transfer 80% equity of Ningxia Tianlin New Material Technology Co., Ltd. ("Ningxia Tianlin" for short) held by Nantong Tianze Chemical Co., Ltd. for 300 million yuan. After the transaction is completed, the company will hold 80% of the equity of Ningxia Tianlin, which will become the holding subsidiary of the company. This transaction will help the company enter the field of organic fluorine, cultivate new profit growth points, and extend the fluorine based new material industry chain.
Changyang Technology : A colorless transparent polyimide film project with an annual output of 1 million square meters is proposed to be constructed
Changyang Science and Technology (688299) announced that the company plans to invest 302 million yuan through its wholly-owned subsidiary, Zhejiang Changyang, to build a "project with an annual output of 1 million square meters of colorless transparent polyimide film". The project construction period is 24 months. The project produces colorless transparent polyimide film (CPI film), which is mainly used for flexible display structural parts such as screen cover. The project construction is conducive to the company's expansion of business scale and optimization of product structure.
Power input energy : It is proposed to terminate two household photovoltaic projects
According to the announcement of Power Investment Energy (002128), in order to ensure the optimal economic benefit value of the project, the company plans to terminate the household photovoltaic project of Tongliao Power New Energy Company, State Power Investment Huatougula Comprehensive Smart Energy Project, and the Shandong 100MW household photovoltaic project of Shandong Narentai New Energy Co., Ltd. In addition, Abaga Banner Power Investment New Energy Co., Ltd. is proposed to invest in the construction of Abaga Banner 150MW/300MWh shared energy storage power station phase I 75MW/150MWh project, and increase the registered capital of the company from 5 million yuan to 60.2 million yuan.
Junzheng Group : Subsidiary invested no more than 3.2 billion yuan in building chemical ships
Junzheng Group (601216) announced in the evening of April 25 that in order to optimize the fleet structure and expand the fleet size, SC International FZE, a wholly-owned overseas subsidiary of the company, signed a construction contract for five 25.9K deadweight tons of chemical ships with China Merchants Jinling Dingheng Ship (Yangzhou) Co., Ltd., and reserved the option of ordering no more than five ships of the same type, The ship order option shall be exercised at the discretion of the Company according to the actual situation. The total tax inclusive price of all the above chemical vessels shall not exceed 3.2 billion yuan. From the date of signing the shipbuilding contract, the construction ships will be completed and delivered successively within 2-4 years.
Desai Siwei : Deepening cooperation with long-term intelligence to jointly promote the landing application of on-board central computing platform
According to the news from Desai Siwei, on April 24, Desai Siwei signed a cooperation agreement with Long term Intelligence, which will focus on their respective advantages in technology and resources to jointly build an industry-leading vehicle central computing platform based on the new generation of high computing power central computing platform chips, and accelerate the mass production of vehicle central integrated architecture and related parts.
Guanghui Energy : "Green electricity hydrogen production and hydrogen energy integration demonstration project" is put into trial operation
Guanghui Energy (600256) announced in the evening of April 25 that under the background of the national double carbon policy encouragement and promotion and the introduction of hydrogen related policies, the company has invested and built the "green power hydrogen production and hydrogen energy integration demonstration project" (referred to as "hydrogen energy demonstration project"). On March 16, 2024, the hydrogen analysis purity of the hydrogen refueling station of the hydrogen energy demonstration project will reach 99.998%, reaching the standard of hydrogen for vehicle fuel. With the completion of hydrogen filling of the first hydrogen energy heavy truck, the hydrogen refueling part of the project will enter the test run. On April 20, 2024, the water electrolysis hydrogen production unit of the hydrogen energy demonstration project was successfully started for one time, and qualified hydrogen was produced with a purity of 99.992%. Up to now, the unit has operated stably and the hydrogen production has reached the design standard. So far, the company's hydrogen energy demonstration project has fully entered the trial production and operation stage, and the whole line of electrolytic water hydrogen production+industrial by-product hydrogen storage+hydrogenation+hydrogen transportation+hydrogen consumption has been connected.
Guolian Securities: planned acquisition of control shares of Minsheng Securities will be suspended immediately
Guolian Securities (601456) announced on the evening of April 24 that the company was planning to acquire the control of Minsheng Securities Co., Ltd. (hereinafter referred to as "Minsheng Securities") and raise supporting funds by issuing A-shares. This transaction is still in the planning stage and is expected to constitute a major asset restructuring. Upon application, the company's shares will be suspended from the opening of the market on April 26. It is expected that the suspension will not exceed 10 trading days.
Gu Ao Technology: Chen Chongjun, the actual controller of the company, was detained for criminal offences
On the evening of April 25, Gu Ao Technology (300551) announced that it had received the Notice of Detention issued by the Qingdao Public Security Bureau from the family of Chen Chongjun, the actual controller, and learned that Chen Chongjun was detained by the Qingdao Public Security Bureau on suspicion of manipulating the securities market. At present, the company is operating normally. Chen Chongjun is not a director, supervisor or senior manager of the Company. Chen Chongjun's detention will not have a significant impact on the company's daily operations and the disclosure of the company's 2023 annual report.
[Performance observation]
Montage Technology : Net profit in the first quarter was 223 million yuan, up 1032.86% year on year
Lanqi Technology (688008) disclosed its first quarter report, and in the first quarter of 2024, it realized an operating income of 737 million yuan, up 75.74% year on year; The net profit was 223 million yuan, up 1032.86% year on year. In the first quarter, the demand for memory interface chips realized a restorative growth, and some new products of the company began to be shipped on a large scale, driving a significant increase in operating revenue and net profit over the same period last year. Due to DDR5 memory interface chip The revenue share of higher gross profit products such as PCIe Retimer and MRCD/MDB chips increased. The gross profit margin of the interconnect chip product line was 60.93%, up 6.98 percentage points over the same period of the previous year, driving the company's overall gross profit up 90.29% over the same period of the previous year.
Shanxi Fenjiu : In 2023, the net profit will increase by 28.93% year on year, and it is planned to allocate 43.7 yuan to 10 companies
Shanxi Fenjiu (600809) disclosed its annual report that in 2023, it will achieve an operating income of 31.928 billion yuan, up 21.8% year on year; The net profit was 10.438 billion yuan, up 28.93% year on year; Basic earnings per share is 8.56 yuan. The company plans to distribute a dividend of 43.7 yuan (tax included) for every 10 shares. Shanxi Fenjiu disclosed its first quarter report on the same day, and in the first quarter of 2024, it realized an operating income of 15.338 billion yuan, up 20.94% year on year; The net profit was 6.262 billion yuan, up 29.95% year on year.
ZTE: Net profit in the first quarter was 2.741 billion yuan, up 3.74% year on year
ZTE (000063) released its first quarter report, realizing an operating revenue of 30.578 billion yuan in the first quarter of 2024, up 4.93% year on year; The net profit attributable to common shareholders of listed companies was 2.741 billion yuan, up 3.74% year on year.
Microenterprise : The net profit of the first quarter was 249 million yuan, down 9.53% year on year
Zhongwei Company (688012) disclosed its first quarter report, and in the first quarter of 2024, it realized an operating income of 1.605 billion yuan, up 31.23% year on year; The net profit was 249 million yuan, down 9.53% year on year. Under the growth of revenue and gross profit, the net profit after deducting non recurring gains and losses increased by 35 million yuan over the same period of the previous year.
Trina Solar Energy : The net profit of the first quarter was 516 million yuan, down 70.83% year on year
Trina Solar (688599) disclosed its first quarter report, and in the first quarter of 2024, it realized an operating income of 18.256 billion yuan, a year-on-year decrease of 14.37%; The net profit was 516 million yuan, down 70.83% year on year. Affected by the supply and demand of the photovoltaic industry chain, the sales price of the company's module products declined year on year, and the profitability of photovoltaic modules declined. The annual report disclosed by Trina Solar at the same time shows that in 2023, it will achieve a net profit of 5.531 billion yuan, a year-on-year increase of 50.26%, and the company plans to allocate 6.33 yuan (tax included) to 10 companies.
Sichuan Changhong : Net profit in the first quarter was 176 million yuan, up 111.77% year on year
Sichuan Changhong (600839) disclosed its first quarter report that in the first quarter of 2024, it will achieve an operating income of 23.772 billion yuan, up 3.61% year on year; The net profit was 176 million yuan, up 111.77% year on year, mainly due to the continuous optimization of the company's TV business structure, the increase of sales scale, and the improvement of profitability. At the same time, the investee Sichuan Huafeng Technology The fair value of a joint stock limited company increases.
Yutong Bus: Net profit of the first quarter was 657 million yuan, up 445.09% year on year
Yutong Bus (600066) disclosed its first quarter report that in the first quarter of 2024, it realized an operating revenue of 6.616 billion yuan, with a year-on-year growth of 85.01%, mainly due to the increase in sales volume; The net profit was 657 million yuan, up 445.09% year on year.
GE Shares : Net profit in the first quarter was 153 million yuan, up 1270.57% year on year
General Motors (601500) disclosed its first quarter report, and in the first quarter of 2024, it realized an operating income of 1.443 billion yuan, up 37.58% year on year; The net profit was 153 million yuan, an increase of 1270.57% year on year, mainly due to the increase of the company's capacity utilization rate, sales volume and gross profit margin.
Harbin Pharmaceutical Co., Ltd : Net profit in the first quarter was 177 million yuan, up 44.52% year on year
Harbin Pharmaceutical Co., Ltd. (600664) disclosed its first quarter report, and in the first quarter of 2024, it realized an operating income of 4.142 billion yuan, up 5.36% year on year; The net profit was 177 million yuan, an increase of 44.52% year on year, mainly due to the increase of operating income and gross profit margin of the company's pharmaceutical industry.
Shede Liquor Industry: net profit of 550 million yuan in the first quarter decreased by 3.35% year on year
Shede Distillery (600702) disclosed its first quarter report, and in the first quarter of 2024, it realized an operating income of 2.105 billion yuan, up 4.13% year on year; The net profit was 550 million yuan, down 3.35% year on year.
Chinalco : Net profit of the first quarter was 2.23 billion yuan, up 23.01% year on year
Aluminum Corporation of China (601600) disclosed its first quarter report, and in the first quarter of 2024, it realized an operating income of 48.956 billion yuan, a year-on-year decrease of 26.14%; The net profit was 2.23 billion yuan, up 23.01% year on year, mainly due to the year-on-year growth of the company's alumina and primary aluminum products.
Dawn of Zhongke : Net profit in the first quarter was 143 million yuan, up 8.86% year on year
Zhongke Shuguang (603019) disclosed its first quarter report, and in the first quarter of 2024, it realized an operating income of 2.479 billion yuan, up 7.86% year on year; The net profit was 143 million yuan, up 8.86% year on year.
Sansheng Guojian : The net profit in the first quarter was 91.1191 million yuan, up 171.88% year on year
Sansheng Guojian (688336) disclosed its first quarter report, and in the first quarter of 2024, it realized an operating income of 267 million yuan, with a year-on-year growth of 28.72%; The net profit was 91.1191 million yuan, up 171.88% year on year. During the reporting period, the sales volume of products increased compared with the same period last year, which led to the increase of operating income, gross profit and net cash flow. Meanwhile, the sales expenses and R&D expenses were well controlled.
Chuanjinnuo : Net profit in the first quarter was 20.379 million yuan, up 412.33% year on year
Chuanjinnuo (300505) disclosed its first quarter report, and the company realized an operating income of 581 million yuan in the first quarter of 2024, up 11.76% year on year; The net profit was 20.379 million yuan, up 412.33% year on year.
Intellectual education : Net profit loss of the first quarter was RMB 16006600, which was transferred to loss on a year-on-year basis
Chuanzhi Education (003032) disclosed the first quarter report, and the company realized an operating income of 50.9249 million yuan in the first quarter of 2024, a year-on-year decrease of 63.61%; The net profit loss was 16006600 yuan, turning into a loss on a year-on-year basis. Affected by the overall economic environment, the employment situation is under great pressure. As an employment oriented vocational education institution, the number of students enrolled in the company has decreased, and the income has declined. In addition, the implementation of the company's employee stock ownership plan for 2022 will be terminated. In view of the great changes in the current economic and market environment and the formulation of the employee stock ownership plan, it will be difficult to achieve the expected incentive purpose and effect by continuing to implement the employee stock ownership plan through internal communication of the company.
Northern Shares : Net profit in the first quarter was 51.9388 million yuan, up 151.16% year on year
Northern Stock (600262) disclosed its first quarter report, and in the first quarter of 2024, it realized an operating income of 828 million yuan, up 115.25% year on year; The net profit was 51.9388 million yuan, up 151.16% year on year. Sales revenue increased during the reporting period.
Petrochemical oil service : Net profit in the first quarter was 177 million yuan, up 22.1% year on year
Petrochina Oilfield Services (600871) disclosed its first quarter report, and realized an operating revenue of 18.533 billion yuan in the first quarter of 2024, up 3.3% year on year; The net profit was 177 million yuan, up 22.1% year on year.
Yingke Regeneration : The net profit in the first quarter was 72.3041 million yuan, up 519.3% year on year
Yingke Renewable (688087) disclosed its first quarter report, and in the first quarter of 2024, it realized an operating income of 633 million yuan, up 22.54% year on year; The net profit was 72.3041 million yuan, up 519.3% year on year. During the reporting period, the company's operating income continued to maintain a steady growth trend year on year; The overall gross profit rate rose to 6.53%, up 3.21 percentage points year on year; The overseas production base was empowered, and the capacity utilization rate of Vietnam Qinghua (Phase I) project was improved, which injected new engines into the overall performance.
Jiayi Shares : Net profit in the first quarter was 107 million yuan, up 102.22% year on year
Jiayi Shares (301004) disclosed its first quarter report that in the first quarter of 2024, it realized an operating revenue of 432 million yuan, a year-on-year increase of 78.2%, mainly due to the increase in orders from overseas customers; The net profit was 107 million yuan, up 102.22% year on year.
Shaanxi Coal Industry : In 2023, the net profit will decrease by 39.67% year on year. It is proposed to allocate 13.15 yuan
Shaanxi Coal Industry (601225) disclosed its annual report that in 2023, it will achieve an operating revenue of 170.872 billion yuan, up 2.41% year on year; The net profit was 21.239 billion yuan, down 39.67% year on year; Basic earnings per share is 2.19 yuan. The Company plans to distribute a cash dividend of 13.15 yuan (tax included) for every 10 shares to all shareholders. Shaanxi Coal Industry also disclosed its first quarter report. In the first quarter of 2024, it realized an operating income of 40.449 billion yuan, a year-on-year decrease of 9.73%; The net profit was 4.652 billion yuan, down 32.69% year on year.
Sanquan Food : The net profit of the first quarter was 230 million yuan, down 17.76% year on year
Sanquan Food (002216) disclosed its first quarter report, and the company realized an operating income of 2.254 billion yuan in the first quarter of 2024, a year-on-year decrease of 5.01%; The net profit was 230 million yuan, down 17.76% year on year.
COSL: Net profit of 636 million yuan in the first quarter increased 57.3% year on year
CNOOC (601808) disclosed its first quarter report, and in the first quarter of 2024, it realized an operating income of 10.148 billion yuan, up 20% year on year; The net profit was 636 million yuan, up 57.3% year on year.
Neozeus : Net profit in the first quarter decreased by 32.8% year on year. It is planned to buy back shares of 100 million to 200 million yuan
New Zebang (300037) released its first quarter report on the evening of April 25. The company realized an operating revenue of 1.515 billion yuan in the first quarter of 2024, down 8% year on year; The net profit was 165 million yuan, down 32.8% year on year. At the same time, New Zebang announced that it planned to buy back the company's shares of 100 million to 200 million yuan at a price not exceeding 45 yuan/share (inclusive), and the repurchased shares would be cancelled and the company's registered capital would be reduced accordingly.
CITIC Haizhi : The net profit in the first quarter was 83.5422 million yuan, up 21.69% year on year
CITIC Haizhi (000099) disclosed its first quarter report on the evening of April 25. The company realized an operating revenue of 457 million yuan in the first quarter of 2024, up 12.96% year on year; The net profit was 83.5422 million yuan, up 21.69% year on year.
Junsheng Electronics : In the first quarter, the net profit not attributable to the parent company was 311 million yuan, a year-on-year increase of 134.18%
On April 25, Junsheng Electronics announced its performance in the first quarter of 2024, and the company realized an operating revenue of 13.3 billion yuan, with a year-on-year increase of 13.418% to 311 million yuan in net profit excluding non parent company, and a year-on-year increase of 53.11% to 307 million yuan in net profit attributable to parent company; The overall gross profit margin continued to be optimized, with a year-on-year increase of 2.5 percentage points to 15.5%; New life cycle orders amounted to 29.8 billion yuan, and new energy vehicle related orders accounted for about 77%. The performance continued to maintain a strong momentum.
Fuyao glass : Net profit of the first quarter was 1.388 billion yuan, up 51.76% year on year
Fuyao Glass (600660) disclosed its first quarterly report on the evening of April 25, and realized an operating income of 8.836 billion yuan in the first quarter of 2024, with a year-on-year growth of 25.29%; The net profit was 1.388 billion yuan, up 51.76% year on year.
Northern Copper : Net profit in the first quarter was 236 million yuan, up 23.01% year on year
Northern Copper (000737) released its first quarter report on the evening of April 25, and realized an operating revenue of 5.511 billion yuan in the first quarter of 2024, with a year-on-year growth of 112.78%; The net profit was 236 million yuan, up 23.01% year on year. The increase in revenue was mainly due to the increase in sales volume of Houma North Copper Co., Ltd. after it was put into production. The annual report disclosed by Northern Copper at the same time shows that in 2023, it will achieve a net profit of 619 million yuan, an increase of 11.56% year on year (after adjustment), and the company plans to distribute a dividend of 1 yuan (tax included) for every 10 shares.
Aier Ophthalmology : Net profit in the first quarter was 899 million yuan, up 15.16% year on year
Aier Ophthalmology (300015) released its first quarter report on the evening of April 25, 2024, and realized an operating revenue of 5.196 billion yuan in the first quarter of 2024, with a year-on-year growth of 3.5%; The net profit attributable to shareholders of the listed company was 899 million yuan, up 15.16% year on year.
High tech development : The net profit in the first quarter was 34.4979 million yuan, up 9.68% year on year
High tech Development (000628) disclosed its first quarter report on the evening of April 25. The company realized an operating income of 1.157 billion yuan in the first quarter of 2024, up 27.26% year on year; The net profit was 34.4979 million yuan, up 9.68% year on year.
[Buy back]
Shanghai Jianke : It is proposed to buy back the shares of the company from 70 million yuan to 120 million yuan
Shanghai Jianke (603153) announced that it planned to buy back shares through centralized bidding transactions, and the repurchased shares would be used to implement employee stock ownership plans or equity incentives. Total amount of funds to be repurchased: the total amount of funds to be repurchased shall not be less than 70 million yuan and not more than 120 million yuan. Repurchase period: within 12 months from the date when the board of directors of the company deliberates and approves the share repurchase plan. Repurchase price: the price of shares repurchased this time is not more than 23 yuan/share.
[Sign the Large Order]
Lihu Shares : Subsidiary won the bid for Jiaxing "Inland River 64TEU Hydrogen Fuel Cell Powered Container Ship" project
According to the news of Lihu, recently, the flag of Haida Qingneng Shipping (Dalian) Co., Ltd., a holding subsidiary of Lihu (Analyst Jin Qilin) The newly established wholly-owned subsidiary Lihu Qingneng Ship (Jiaxing) Co., Ltd. and its partner Zhejiang Hedong Shipbuilding Technology Co., Ltd. jointly won the bid for Jiaxing's "Inland River 64TEU Hydrogen Fuel Cell Powered Container Ship" project. HDQ will provide ship design and hydrogen power assembly products for the project. Haida Qingneng is committed to promoting the application of hydrogen energy on ships, and has completed a large number of technology research and development and technical reserves in the field of hydrogen ships. The project will fill the gap of inland river hydrogen fuel cell power container ship type, and provide technical reserves and support for the promotion and application of hydrogen fuel cell power system in inland river transport ship type.
Pioneering New Energy : Winning the bid for the centralized procurement project of CSCEC photovoltaic modules
Tuori Xinneng (002218) announced in the evening of April 25 that the company was recognized as one of the three bid winners of the "Central Procurement Project of Photovoltaic Modules of CSCEC Green Technology Co., Ltd. in 2024-2025", with an estimated total procurement capacity of 1GW.
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