Listed companies have carried out intensive buybacks this week! Wuxi Apptec has launched its third round of 'cancellation-style' buyback plan this year, with a maximum repurchase amount of 0.1 billion yuan. Here is a list of A-share repurchase names.
①This week, the A-share listed companies continue to buy back stocks. According to incomplete statistics from Caixin, 11 listed companies plan to repurchase up to 0.1 billion yuan (see table); ②wuxi apptec, following the completion of the first two repurchase plans on February 5 and May 22, announced another 1 billion yuan repurchase plan on Tuesday evening. After the repurchase is completed, all repurchased shares will be cancelled and the registered capital will be reduced.
Wang Huili, Bank of Nanjing: City commercial banks need to focus on the construction of technology finance ecosystem, and provide services for the entire process, entire lifecycle, and entire range of products.
①The 'Five Major Articles' is a national strategy, and the active embrace and integration of the financial industry is a gradual process. ②Bank of Nanjing focuses on building an ecosystem. In addition to the advantages of the 2.0 version, it also plans to integrate upstream and downstream resources of technology-based enterprises to provide services for the entire process, lifecycle, and product.
cash / money market mergers are prevailing? harson trading(china)co., restructuring and issuing shares instead of paying cash, at a price of 0.358 billion yuan still requires loans | quick announcement
① Harson Trading(China)Co., Ltd. originally planned to purchase equity of the target company by issuing shares, but now it has been adjusted to acquire it by paying 0.358 billion yuan in cash. ② The reason for the change is that the company recognizes the target company and its business, and it will help the listed company transform as soon as possible. ③ Harson Trading(China)Co., Ltd. has signed a profit forecast compensation agreement with the counterparty of this cash acquisition of assets.
Star Evening News | jiangsu eazytec co., ltd. intends to acquire partial equity of its subsidiary, and Kangxitong Communication intends to repurchase shares.
①Suzhou Veichi Electric, Gaoling Information, Beijing Inhand Networks Technology, Dongwei Technology and other companies announced shareholding plans; ②Naitek Equipment, Zhejiang Risun Intelligent disclosed repurchase plans; ③Global 6G standardization work has entered a substantive stage.
H1 coal prices fell, putting pressure on earnings, Zhengzhou Coal Industry & Electric Power: It is expected that the H2 thermal coal prices will decline, but the extent is limited | Focus on earnings conference
①Due to factors such as the decline in coal prices, Zhengzhou Coal Industry & Electric Power's net profit in the first half of the year dropped by nearly 80%; ②Regarding asset injection, the company's director, Yu Lefeng, stated that Yanghe Coal Industry is not yet eligible for injection, and work is being carried out in Inner Mongolia coal mine for exploration and conversion.
The increase in ship prices combined with low raw material prices gradually reveals the shipyard's profits. China CSSC Jiangnan Shipbuilding's order schedule has reached 2028 | Company research.
① Jiangnan Shipbuilding's handheld order continues to increase, reaching 100 vessels by September, and currently, the new civilian ship orders are basically scheduled until 2028; ② The price of the 0.015 million TEU container ship market has increased by another 10% compared to last year, with tight supply and demand as the main reason; ③ Jiangnan Shipbuilding is reducing costs through initiatives such as storage supply chain reform and plans to double production capacity.
Great Energy: There are already 8-10 potential customers for semiconductor-grade polycrystalline silicon, and it is expected that the "tug-of-war" in the photovoltaic industry will continue for 2-3 quarters. | Direct hit at shareholder meeting
①In terms of Daquan Energy, the short-term trend of silicon material quote is expected to rise, but the actual fill price depends on the game between upstream and downstream. Currently, the tight balance of supply and demand of silicon materials has not yet been reached; ②If the fill price of silicon material only rises slightly, it is not cost-effective to restart the capacity that has been shut down. During the capacity switching on and off period, manufacturers will suffer from cost and quality pressures; ③Stabilizing the supply chain while reducing costs, Daquan Energy is implementing an "upward integration" layout of industrial silicon.
Overseas income has been declining year after year, zhejiang orient gene biotech sets up a new subsidiary to seek the Southeast Asian market.
①Zhejiang Orient Gene Biotech expands its wholesale trade business of medical instruments by establishing a new company in the Philippines, and expands its market in Southeast Asia and South Asia. ②Currently, Zhejiang Orient Gene Biotech's key overseas markets are mainly in the Americas and Europe, but in recent years, the revenue from overseas markets has been rapidly declining.
Physical intelligence has become the focus of attention in the field of AI. Humanoid robots are expected to be applied in various industries.
The 2nd China Embodied Intelligence and Humanoid Robot Innovation Development Conference will be held in Guangzhou, China from September 19th to September 20th, 2024. China International Capital Corporation's research reports indicate that the shipment volume of humanoid robots in China is expected to reach 0.35 million units by 2030, with a market space expected to reach 58.1 billion RMB. The 2024-30E CAGR is expected to exceed 250%.
Jiangsu Provincial Data Group unveiled, institutions said that the annual growth rate of the data industry is expected to exceed 20%.
①According to media reports, recently, Jiangsu Data Group Co., Ltd. was established with a registered capital of 3 billion yuan. The company is jointly owned by Jiangsu Communications Holdings Co., Ltd., Jiangsu Broadcasting Cable Information Network Corporation, etc. ②Huachuang Securities analysis said that the development of the data industry has achieved significant results, and the CAGR (Compound Annual Growth Rate) is expected to maintain above 20% in the next few years.
Interest rate as low as 2.98%! Bank of Shanghai doubles subsidies for "trade-in" program, introducing exclusive consumer vouchers and interest rate coupons, covering key areas such as business districts and autos.
①Shanghai announced a major push to promote consumer trade-ins, with consumer subsidy funds of up to 4 billion yuan. ②Multiple financial institutions have launched consumer vouchers for trade-ins and consumer discounts on the basis of government subsidies.
The decline in performance and the fall in stock prices has prompted guangzhou holike creative home convertible bonds to begin repurchasing | Quick Read Announcement.
①Guangzhou Holike Creative Home announced today that it is initiating the buyback of the convertible bonds. Historical announcements show that this is the second buyback this year after repeatedly announcing no downward revision of the debt-for-equity swap price. ②Affected by factors such as the weakening of the home industry's prosperity, the company's net income in the first half of the year declined compared to the same period last year, but the company's funds are relatively abundant.
Rui Feng Bank plans to issue 5 billion yuan convertible bonds, which have previously been declared several times without success in a state of breaking the issue price and breaking the net asset value.
After several attempts, Rui Feng Banks has recently re-applied for the issuance of convertible bonds, intending to issue convertible bonds of no more than 5 billion yuan. Since 2023, there has been no new issuance of convertible bonds by commercial banks, and experts believe that this is closely related to the cautious attitude of regulators towards bank refinancing.
Star Evening News | Wuxi Autowell Technology Co., Ltd., a subsidiary of wuxi autowell technology co., ltd., has signed a 0.9 billion yuan contract for photovoltaic equipment. The IPO registration of Think Tech on the Star market has taken effect.
Contemporary Amperex Technology plans to adjust the production arrangement of lithium carbonate in Yichun; Qianxin Holdings shareholder has promised not to reduce its shareholding within 6 months; Zhejiang Orient Gene Biotech and its related parties jointly invest 1.2 million US dollars to establish a holding company in the Philippines.
CP smart home AI health services will be launched this year. Guangxi Liuyao Group: The new online settlement policy is conducive to improving the current high accounts receivable situation. | Direct hit earnings conference
At the earnings conference, Chairman Zhu Chaoyang of Guangxi Liuyao Group introduced the progress of the company's AI scenario application business. For the high accounts receivable, the company's CFO Zeng Xiangxing stated that the company has adjusted its operational strategy and strengthened the collection efforts. Guangxi Liuyao Group also responded to the slight decline in growth of the pharmaceutical wholesale sector and issues related to the expansion of pharmaceutical new retail business.
Traditional Chinese medicine health products face difficulties in transitioning online. Shouxiangu Pharmaceuticals: Striving to have top anchors promote products during the singles' day sales. | Earnings conference in focus.
①The demand for traditional Chinese medicine health products has not improved; ②Zhejiang Shouxiangu pharmaceutical is promoting singles' day sales through live streaming hosts; ③Multiple measures are taken to maintain product price stability; ④Online transformation still faces certain challenges.
Bio-Thera Solutions, Biogen Publish Phase 3 Clinical Trial Data for TOFIDENCE, An Approved Biosimilar Referencing Tocilizumab In Arthritis Research & Therapy
[Data Analysis] Institutions have been buying Baoding Tianwei Baobian Electric for two consecutive days, while powerful speculative capital has invested over 100 million yuan in the rush to buy Tianqi Lithium Corporation.
①State-owned enterprise reform concept stock baoding tianwei baobian electric received institutional buy-in of over 60 million yesterday, and also received institutional buy-in of over 60 million yesterday. ②The lithium battery sector surged. Multiple stocks received buy-in from institutions and retail investors, with tianqi lithium corporation receiving 0.106 billion buy-in from citic sec's Xian Zhuque Avenue business department.
Top oncology conference is coming! Multiple popular anti-cancer drugs will debut, involving these A-share companies.
①The annual meeting of the European Society for Medical Oncology will be held in Barcelona, Spain in 2024; ②At the meeting, Beigene, Jiangsu Hengrui Pharmaceuticals and other listed companies will release the latest data on their oncology drugs; ③In addition, the conference will also discuss cutting-edge topics such as the impact of artificial intelligence on the diagnosis and treatment of tumors.
CRO Enterprise Yangguang Nuohuo achieved growth against the trend in the first half of the year, but the slowdown in pharmaceutical research and development has brought uncertainty. | Earnings conference
①In the current "cooling off" period in the CRO track, Yangguang Nuohuo achieved performance growth in the first half of the year. Chairman Li Qian said that 80% of the customers are traditional medium to large-sized domestic pharmaceutical companies with stable cash flow and product pipeline needs; ②The research and development targets of Yangguang Nuohuo are mainly generic drugs, supplemented by innovative drugs. With the implementation of policies such as drug consistency evaluation and quantity-based procurement, Yangguang Nuohuo faces the risk of declining performance.