Deppon Logistics: Q3 express freight volume increased by nearly 10%, core business returning to express delivery or strengthening synergy | Interpretations
1. In the first three quarters of this year, deppon logistics achieved revenue of 28.296 billion yuan, an increase of 11.21% year-on-year; net income attributable to shareholders of the listed company was 0.517 billion yuan, an increase of 9.71% year-on-year. 2. Analysts said that the company's core business this year is returning to the express delivery business, and this shift is expected to strengthen synergy with jd.com.
The imbalance between supply and demand of silicon materials led to a decrease in prices. Dalquan Energy incurred a net loss of 1.099 billion yuan in the first three quarters.
1. The company plans to provide for inventory impairment losses totaling approximately 0.582 billion yuan in the third quarter of 2024; 2. It is expected that polysilicon production in the fourth quarter will be between 0.031 million tons and 0.034 million tons, with an annual expected production of 0.2 million tons to 0.21 million tons in 2024; 3. The analyst believes that the subsequent energy consumption limit is expected to be further tightened, and the bottom position of silicon material prices may have stabilized.
Autel Intelligent Technology Corp.,Ltd.: Increase research and development investment in charger modules, etc., and deliver the overseas business "heart-stabilizing pill" | Direct hit shareholder meeting
①Investors stated that autel intelligent technology corp.,ltd. is stable on the basic foundation of autos testing, but in the new energy fund track, although its performance is growing rapidly, there are relatively greater uncertainties in this track. ②The company's net income for the first three quarters has exceeded the performance evaluation target indicators for 2024. Currently, the company's North American revenue accounts for over 50%, with investors focusing on policy factors and business competitiveness.
Xiamen Tungsten's Q3 revenue and net profit both continued to decline year-on-year, while the progress of NL cathode material is smooth.
①Xiamen Tungsten's lithium battery cathode material products achieved sales volume of 0.0711 million tons in the first three quarters, with sales volume of 0.0263 million tons in the third quarter; the company's quarterly revenue and net income have continued to decline year-on-year since 2023; ②NL's brand new structured cathode material developed in collaboration with a well-known battery company has progressed smoothly and is expected to be widely used in the fields of 3C consumer electronics, siasun robot&automation, low-altitude economy, solid state batteries, etc.
Leading explosive financial report confirms the hot demand for HBM, which semiconductor companies in A-shares are likely to benefit?
①sk hynix announced its third-quarter performance, with HBM sales up more than 330% year-on-year; ② Bank of America Merrill Lynch predicts that sk hynix's HBM sales in the next two years will reach $9.2 billion and $15.8 billion; ③ brokerage point of view, it is recommended to focus on new materials related to AI investment main line under computing power, storage, and advanced packaging.
Market rotation between high and low speeds up! The new energy fund track collectively warms up, and the direction of mergers and reorganizations favors the strong.
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