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Another 20 companies added this week! Zhejiang Huayou Cobalt and several other stocks have disclosed shareholding repurchase and loan plans, a list of related A-shares is provided.
① The number of A-share listed companies receiving special loan support continues to expand. According to incomplete Statistics, as of this report, 20 listed companies have disclosed information regarding share repurchase and increased shareholding related to re-loaning this week (attached table); ② Zhejiang Huayou Cobalt has the highest amount of special loan funds, with a loan of 0.36 billion yuan.
Last year, projected losses exceeded 1.1 billion yuan, and under pressure, Perfect World is seeking transformation by "slimming down". | Interpretations
① Both the gaming and film industries are under pressure, and Perfect World is facing a difficult time, with a projected loss exceeding 1.1 billion yuan last year. ② The company is actively "streamlining" and transforming to seek new opportunities, planning to make provisions for impairment of various Assets exceeding 0.65 billion yuan in 2024. ③ It is reported that the first 30 days of revenue from "Zhu Xian World" exceeded 0.4 billion yuan, and the related performance contribution will be gradually released in subsequent reporting periods.
Significant fluctuations: LONGi Green Energy Technology expects a loss of over 8 billion yuan last year, and the company's BC production capacity will be ramped up this year | Interpretations
① Considering the company's net income attributable for the first three quarters of -6.505 billion yuan, the company's Q4 loss is estimated to be between 1.695 billion yuan and -2.295 billion yuan; ② LONGi Green Energy Technology is the only company in the top tier of photovoltaic modules that actively promotes BC technology, and the company expects to enter a phase of large-scale BC production capacity deployment by 2025.
BYD's overseas strategy: Brazil is a top priority, ASEAN is the present, Europe is the future.
Morgan Stanley stated that exports remain a key pillar for BYD to achieve sales growth in 2025, until its overseas production bases are fully operational. Amid escalating geopolitical tensions in other regions, ASEAN and the Americas will become major sales markets for BYD.
Cailian Press Autos Morning Report [January 16]
① The Ministry of Commerce: This week, detailed implementation rules for new purchase subsidies for mobile phones and other digital products will be issued successively; ② Guangdong: The production of New energy Fund vehicles will grow by 43% in 2024, accounting for a quarter of the national total; ③ Chongqing Changan Automobile: It will enter the Europe market in 2025;
WUXI XDC's net income for 2024 is expected to increase by 260%. WUXI APPTEC recently cashed out 2.4 billion Hong Kong dollars at a high point | Quick read of the announcement.
In 2024, WUXI XDC expects total revenues, Net income, and adjusted Net income to grow by over 85%, 260%, and 170% year-on-year, respectively; According to the latest data from Frost & Sullivan, it is projected that by 2030, the Global market size for ADC and XDC will reach 66.2 billion US dollars.