No Data
Another 13 companies added this week! Midea Group Co., Ltd and several other stocks have disclosed plans for shareholding and repurchase loan plans. A list of related A-shares is provided.
① According to incomplete Statistics, as of the time of publication, 13 listed companies disclosed information related to repurchase Shareholding and refinancing this week (attached table); ② Midea Group Co., Ltd received the highest special loan amount, with the loan amount not exceeding 9 billion yuan.
Are Hong Kong stock Autos stocks on the same page? After BYD and Xiaomi, NIO is also going to allocate shares!
Nio announced the launch of a "lightning" placement in Hong Kong, planning to issue up to 0.11879 billion Class A common shares at a price of HK$29.46 per share, which represents a discount of approximately 9.5% compared to its latest closing price in Hong Kong. Previously, BYD announced a lightning placement of H shares to raise HK$43.383 billion, the largest scale in the history of the Global Autos Industry. Xiaomi also announced a fundraising of up to US$5.3 billion through a method of issuing existing shares before new ones.
Global Autos trade is facing a dark moment as Trump announces the imposition of the highest 25% tariffs on imported Autos.
① The President of the USA, Trump, announced that a maximum tariff of 25% will be imposed on all cars not manufactured in the USA; ② The tariffs will take effect on April 2 and will start to be collected the next day; ③ Most Auto Manufacturers' stock prices fell in after-hours trading, with Ford Motor down over 4% and General Motors down over 5%; ④ Canada and the EU have both responded.
The outlook for Copper and Gold is optimistic! Although prices are at historic highs, JPMorgan believes that Zijin Mining Group is "not expensive."
JPMorgan believes that Gold has become a key profit driver for the company, contributing 32% of gross profit in fiscal year 2024 (up from 26% in 2023), mainly due to a 28% year-on-year increase in the average selling price. It is expected that Gold production will reach 85 tons in 2025 (a year-on-year increase of 17%), and Copper production will reach 1.15 million tons (a year-on-year increase of 8%).
BYD's Q4 Net income increased by 73.1% year-on-year, reaching a new high, proposing a distribution of 39.74 yuan per share | Earnings Reports insights.
BYD's sales last year exceeded 100 billion USD for the first time in history, surpassing Tesla; the sales of pure electric vehicles reached 1.76 million units for the year, slightly lower than Tesla, while the total sales of cars, including hybrids, reached 4.272 million units, a year-on-year increase of 41%.
Automakers Earnings Reports season | Revenue hitting a record high, net profit closing in on Tesla. BYD enters a period of intensive product launches after achieving its best Earnings Reports ever.
① BYD's total revenue for the full year of 2024 reached 777.102 billion yuan, a year-on-year increase of 29.02%; the net income attributable to shareholders of the listed company reached 40.254 billion yuan, a year-on-year increase of 34%. ② In 2024, BYD's cumulative sales reached 4.2721 million vehicles, a significant year-on-year increase of 41.26%. ③ BYD's debt-to-asset ratio for 2024 was 77.55%, slightly down from the end of the previous year.
