This week adds 20 more! China State Construction Engineering Corporation and several other stocks disclosed shareholding and repurchase loan plans, a list of related A-share stocks is provided.
① The acceleration of Share Buyback and Shareholding through refinancing is being implemented, according to incomplete statistics from the Financial Association. As of the time of this report, 20 listed companies have disclosed information related to Share Buyback and refinancing this week (see attached table); ② The controlling shareholder of China State Construction Engineering Corporation has obtained a special loan with the maximum amount not exceeding 1.08 billion yuan. HMT (Xiamen) New Technical Materials Co., Ltd intends to increase its Share Buyback scale, and the next day's closing stock price hit the limit up.
A consortium including CRRC Corporation has won a $5.6 billion contract for metro construction in Dubai.
① The new metro contract in Dubai has been awarded to a consortium of Turkish and Chinese companies, with CRRC Corporation responsible for the railroads system; ② The blue line spans a total length of 30 kilometers, has three transfer stations, and upon completion, will cross the Dubai River for the first time through a 1300-meter-long bridge; ③ The blue line project is expected to generate a benefit-cost ratio of 2.60 by 2040, with anticipated total revenues exceeding 56.5 billion dirhams.
As the Spring Festival holiday approaches, the tourism Industry is expected to pick up, and these Concept stocks are frequently being investigated.
The Spring Festival holiday is from January 28 to February 4, 2025, totaling 8 days.
Another photovoltaic leader is heading to the Middle East. JA Solar Technology plans to invest 4 billion yuan to build Battery component production capacity in Oman | Quick read announcement.
① After planning projects in Egypt, JA Solar Technology announced plans to invest in Oman to build a project with an annual production capacity of 6 GW of high-efficiency Battery cells and 3 GW of high-power Battery modules, with a total investment of nearly 4 billion yuan; ② The Middle East and North Africa region has become a new destination for photovoltaic export, with many Chinese companies officially announcing plans and progress, aiming for production as early as 2025.
Lithium battery companies face obstacles in going overseas! Shanghai Putailai's investment of 0.1 million tons in Anode Material in Sweden was rejected, and plans to appeal will be proposed | Quick read the announcement.
① Shanghai Putailai New Energy Technology plans to terminate the implementation of the 0.1 million ton Anode Material integrated production base project in Sweden; ② The company cannot fully agree to the conditions proposed by the Swedish Strategic Product Surveillance Authority concerning the company's planned investment project under the Swedish Foreign Direct Investment Law; after unsuccessful negotiations, the investment project was not approved; ③ The company intends to appeal to the Swedish government and will continue to monitor overseas markets, looking for opportunities to establish overseas production capacities.
Is spring coming for the New energy Fund battery swap market? Zeng Yuqun: One-third of the market is held, Li Bin: 20% of battery swap stations have reached the break-even point.
① NIO's battery swapping station | The G25 Changshen Expressway Hongze Lake service area is online, and the battery swapping network of the G25 Changshen Expressway Jin-Guangdong section is officially connected. ② According to the plan of Contemporary Amperex Technology, 1,000 chocolate battery swapping stations will be built by 2025, and the company will also expand into Hong Kong and Macau.