000064 SSE non-Cyclical Industry 100 index
- 3134.04
- +9.21+0.29%
Year-end "sprint run": The automotive market is witnessing a resurgence of "price wars", with 70,000-level discounts becoming the norm.
①Zhi Ji Autos' latest announced purchase rights: From now until November 30th, Zhi Ji Autos' entire range of new and old car owners will share a total purchase subsidy value of 1.1 billion. ②A salesperson at a Huawei store told Caixin reporters that Hongmeng Intelligent Travel's November policies have been adjusted compared to October.
Huawei continues to "create gods": anhui jianghuai automobile group corp.,ltd.'s market cap has risen by more than 60% in the past month. Is the next chongqing sokon industry group stock about to emerge?
On October 31, Anhui Jianghuai Automobile Group Corp.,Ltd.'s stock hit the daily limit during trading, closing at 40.95 yuan. Within 19 trading days since hitting the daily limit on September 30 this year, Anhui Jianghuai Automobile Group Corp.,Ltd.'s stock price has increased by over 63%, with a total market value approaching 90 billion yuan, reaching a historical high.
50 billion Honghu Fund's new move: buy shares of Inner Mongolia Yili Industrial Group and Shaanxi Coal Industry, targeting high-quality large cap blue chip stocks.
China Life Insurance and New China Life Insurance jointly initiated the establishment of the 50 billion Honghu Fund, which appeared in the top ten shareholders list of Inner Mongolia Yili Industrial Group and Shaanxi Coal Industry, with shareholding ratios of 1.88% and 0.72% respectively. In terms of investment, Honghu Fund prefers to invest in high-quality large market cap blue chip stocks, especially stocks with high dividend yields.
china cssc Q3 net profit plummeted by 57%! Active institutional funds fled after the announcement of the merger of the two ships｜interpretations
① China CSSC achieved revenue of 20.152 billion yuan in Q3, a year-on-year increase of 5.35%; net income of 0.858 billion yuan, a year-on-year decrease of 57.26%; ② Compared to September 2nd before the announcement of the merger of the two ships, by the end of September, shareholders of the company, including northbound funds, civil-military integration industry investment fund, and Citic Sec Chongfeng single asset management plan, have all reduced their positions.
Avic Shenyang Aircraft: Established demand did not sign contracts as scheduled, net income in the first three quarters decreased by more than 20% year-on-year | Interpretations
Due to the impact of the contract signing progress, avic shenyang aircraft's Q3 performance slowed down; The company's net income in the first three quarters decreased by more than 20% year-on-year.
Chongqing Brewery: Revenue growth rate in the first three quarters is far below the annual target, with a decline in revenue from high-end products | Interpretations
1. Chongqing Brewery's revenue in the first three quarters increased by 0.26% year-on-year, falling short of the target guidance set at the beginning of the year. The company may not be able to meet this year's revenue expectations. 2. Sales of Chongqing Brewery's high-end products declined in the first three quarters, while sales of mainstream products remained stable, posing challenges to the company's high-end global strategy. 3. Some dealers have reflected that certain high-end products of Chongqing Brewery are difficult to sell, and there are instances of "indirect" bundling behavior.
Lack of consumer willingness, china tourism group duty free corporation's performance continues to decline. Net profit in Q3 decreased by 50% year-on-year. interpretations
1. China Tourism Group Duty Free Corporation's Q3 quarterly net income attributable to parent company decreased by over fifty percent year-on-year, with insufficient consumer consumption willingness as the main reason for the decline; 2. Industry insiders said that various tax-free consumption indicators may continue to decline slowly in the short term.
Audi has entrusted its 'soul' to Huawei.
Sound the Charge!.
Loongson Technology incurred a loss of 0.343 billion in the first three quarters. Government and industrial control customers have not yet resumed normal purchases, leading to a sharp increase in credit and assets impairment losses.
①In the first three quarters of this year, Loongson achieved a revenue of 0.308 billion yuan, a year-on-year decrease of 21.94%, and a net loss of -0.343 billion yuan attributable to the mother, an increase of 0.136 billion yuan compared to the same period last year; ② Loongson stated that its performance change was affected by the macroeconomic environment, the electronic government market, and the fact that some important customers in the company's traditional advantageous industrial control field have not yet resumed normal purchases.
Tsingtao Brewery's Q3 revenue decreased by 5.28% year-on-year, with net income declining by 9.03% | Financial Report Insights
Tsingtao Brewery's Q3 revenue and net income both decreased year-on-year. The revenue was 8.891 billion yuan, a decrease of 5.28% year-on-year; while the net income was 1.348 billion yuan, a decrease of 9.03% year-on-year.
Tuojing Technology: Q3 non-GAAP net profit decreased by nearly 60% year-on-year.
①Due to the significant increase in the proportion of revenue from new products and new technologies, the cost of customer validation for new products and new technologies is relatively high, resulting in a temporary decrease in the gross margin of the company; ②The total assets of Tuojing Technology increased by 32.06% compared to the end of the previous year, mainly due to the increase in inventory brought about by the expansion of business scale.
Ningbo Tuopu Group's Q3 revenue and non-GAAP net profit hit a record high for a single quarter, with automotive electronics revenue increasing more than 9 times year-on-year. | Interpretations
①Since the beginning of this year, Ningbo Tuopu Group's revenue and profits have maintained rapid growth, with Q3 company revenue and non-GAAP net profit both reaching a single-season historical high; ②Ningbo Tuopu Group stated that the short-term construction of factories has brought some cost pressures, but it is currently in a period of rapid development in the new energy autos industry.
wanhua chemical group Q3 net income fell by 29.41% due to product price decreases and rising raw material costs | Financial report insights
In the third quarter, due to the year-on-year decrease in product prices and the year-on-year increase in main raw material prices, product costs increased, gross profit decreased. Net income of wanhua chemical group was 2.919 billion yuan, a year-on-year decrease of 29.41%, total revenue was 50.537 billion yuan, a year-on-year increase of 12.48%.
Market competition and other factors led to a decline in gross profit. shenzhen transsion holdings co., ltd. experienced a decrease in both revenue and net profit in Q3.
①Looking at the performance of shenzhen transsion holdings co., ltd., the company's performance fluctuates significantly. After maintaining high growth for multiple quarters in 2023, the net income in the second and third quarters of this year showed a year-on-year decline; ② Mainly affected by market competition and comprehensive impact of supply chain costs, the revenue and gross margin of the third quarter of 2024 decreased, leading to a year-on-year decrease in gross profit amount; ③ shenzhen transsion holdings co., ltd. slipped to sixth place in global smart phone shipments in the third quarter.
shenzhen transsion holdings co., ltd. Q3 revenue and net income both declined, with net income decreasing by over 40% year-on-year | Financial Report Watch
Due to market competition and the impact of supply chain costs, shenzhen transsion holdings co., ltd. experienced a 7.22% year-on-year decrease in revenue to 16.693 billion yuan in the third quarter; basic earnings per share decreased by 57.92% to 0.93 yuan.
Beijing Kingsoft Office Software, Inc. net profit attributable to the parent company increased by 16.41% year-on-year in the first three quarters, but domestic institutions' subscription services growth has stagnated.
① According to the financial report released by beijing kingsoft office software, inc, beijing kingsoft office software, inc achieved revenue of 3.627 billion yuan in the first three quarters of this year, a year-on-year increase of 10.90%, with a 16.41% year-on-year growth in net income attributable to the parent; ② The subscription business of personal office services in China remains the main driver of growth for beijing kingsoft office software, inc, with a year-on-year growth of 17.24% in the third quarter, while the growth of subscription and service business for domestic institutions is only 0.02%.
Kweichow Moutai's performance in the first three quarters meets expectations. The timing for interim dividends and buybacks has not been determined yet. | Interpretations
①Kweichow Moutai's third-quarter earnings announced tonight basically meet expectations, with revenue growth exceeding the annual guidance; ②The proportion of direct sales in the first three quarters of this year has declined, which is related to the poor performance of the company's direct sales platform "i Moutai". In the first three quarters, i Moutai achieved a tax-free revenue of 14.766 billion yuan for alcoholic beverages, a slight decrease compared to the same period last year; ③Against the backdrop of current consumer softness, it is highly anticipated whether Kweichow Moutai will lower its operation targets next year.
The decline in sales volume dragged down the net income of Great Wall Motor in Q3 by nearly 8%, with a slight revenue increase of 2.61%. | Financial Report News
In the third quarter, Great Wall Motor's overall sales volume decreased, while electric vehicles, models priced above 0.2 million yuan, and overseas market sales volume increased. In September, Great Wall Motor's overseas sales volume reached 44,100 units, setting another historical record.
Finance Association Autos Morning Post [October 25th]
①In September, the top three countries in total export volume of Chinese automobiles are Russia, Belgium, and Mexico; ②Xiaopeng P7+ all series are equipped with AI smart driving, achieving L4 level under "self-driving cars in some scenarios by 2026; ③BMW and Mercedes-Benz jointly launch the "Yi An Qi" ultra-charging brand.
IVD sector growth cannot hide the decline in performance. Q0.03 million Tai Biological net profit plummeted more than 90%. | Interpretations
①Affected by market adjustments, government centralized procurement, etc., beijing wantai biological pharmacy enterprise's biological vaccine sector continues to drag down the company's performance. ② The company's diagnostic sector business has grown, and the chemiluminescence product line maintained rapid double-digit growth compared to the same period last year. ③ With factors such as increased investment in industrialization of the nine-valent HPV vaccine, beijing wantai biological pharmacy enterprise's revenue and net profit attributable to the parent company decreased significantly in the first three quarters.