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The "cost battle" continues! Pork supply is expected to increase. Will pig enterprises still be able to "earn easily" this year?
① In January, many listed pig companies recorded year-on-year growth in sales revenue, with significant sales revenue increases for Tangrenshen Group and Zhengbang Technology; ② In January, pig prices dropped again, although they increased compared to the same period last year, the overall trend in the past six months has been a downward fluctuation; ③ As hog supply gradually increases, the profitability of pig companies in 2025 may be weaker than in 2024.
Contemporary Amperex Technology submitted a listing application to the Hong Kong Stock Exchange, with fundraising directed towards a project in Hungary | Quick read announcement.
1. Contemporary Amperex Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with sponsors and coordinators including Bank of America, CICC, JPMorgan, Goldman Sachs, UBS Group, and others; 2. According to the application materials, part of the funds raised from the Hong Kong stock listing will be used to promote the first and second phases of the Hungary project.
Contemporary Amperex Technology is making a push for the Hong Kong Stock Exchange.
Accelerate the pace of going abroad.
Sales of high-end optical modules are experiencing strong growth! Zhongji Innolight: It is expected that the Net income in 2024 will increase by 111.64%-166.85% year-on-year | Earnings Reports Insights
Benefiting from the strong growth in sales of 800G and 400G high-end optical modules, the company expects to achieve a net income attributable to the shareholders of the listed company of 4.6 billion yuan to -5.8 billion yuan in 2024, a year-on-year increase of 111.64% to 166.85%. The net income after excluding non-recurring gains and losses is expected to be 4.5 billion yuan to -5.7 billion yuan, a year-on-year increase of 111.90% to 168.40%.
Target Price raised by 33%! JPMorgan is bullish on Contemporary Amperex Technology: technological innovation and global market expansion drive growth.
JPMorgan believes that due to the accelerated growth in sales, potential increases in unit economic efficiency, and its position as a CSI Leading Technology Index, the core competitive advantages of Contemporary Amperex Technology are promising. The target price has been significantly raised from 300 yuan to 400 yuan, indicating a potential increase of 53.9% compared to Tuesday's closing price.
Eoptolink Technology Inc. had an 80% increase in profits in Q4 last year compared to the previous quarter, but the details behind the investigation of the actual controller remain unclear.| Interpretations
① The demand for high-speed products is rapidly increasing, and Eoptolink Technology Inc. expects the net profit attributable to shareholders to grow over 300% year-on-year last year, with a quarter-on-quarter net profit increase of 47.76%-79.77% in Q4. ② Just a month ago, the actual controller, Gao Guangrong, was investigated by the Securities Regulatory Commission for allegedly violating restrictive regulations by transferring Stocks and other actions, and the details behind this remain unclear.
Daring Lu : China is the next Super power.