Vanke won the battle to protect its cash flow.

Emerging from the pain.

wallstreetcnMar 31 11:28 ET

Q1 performance has seen high growth year-on-year. Satellite Chemical: gross margin maintains a good level. This year, there are plans to launch three projects.| Interpretations

① Thanks to the launch of new projects and the decline in raw material prices, the company achieved significant growth in Q1; ② In 2024, the gross margin for the company's functional Chemicals and new Materials will increase by 4.78 percentage points and 5.49 percentage points respectively; ③ This year, the company plans to put into production a project with an annual output of 200,000 tons of refined acrylic acid, an annual output of 80,000 tons of new pentylene glycol, and a joint venture project with SK company with an annual output of 40,000 tons of EAA.

cls.cnMar 31 11:11 ET

The "breeding heat" has led to an increase in piglet prices, listed pig companies are increasing piglet sales, and pasture companies are emerging丨Industry dynamics.

① Recently, the price of piglets has risen for three consecutive weeks, leading listed pig enterprises to increase piglet sales; ② Currently, breeding sows are being concentrated in listed pig enterprises and group pig enterprises, while smallholders mainly focus on piglet fattening and secondary fattening, and free-range farming companies are on the rise.

cls.cnMar 31 07:48 ET

Game developers are on a rampage in the AI race, and AI is expected to further open up the payment space for games.

According to media reports, as we enter 2025, major domestic Game Developers are racing ahead in the AI field. Now, many companies, including Tencent, NetEase, and Giant Network Group, are embedding AI large models into their games to enrich the storyline and player interaction. Open-source securities point out that AI is expected to reshape gaming from aspects such as development, interaction, and commercialization.

cls.cnMar 30 20:09 ET

Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.

① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.

cls.cnMar 30 11:14 ET

The gross margin of the main products is negative, and Angang Steel lost over 7 billion yuan last year | Interpretations

1. Angang Steel's net income for 2024 is 7.122 billion yuan, a year-on-year decline of 118.8%, possibly setting a new high for losses in the Steel industry. 2. The gross margin for the company's main products, including cold-rolled, hot-rolled, and medium-thick plates, is all negative.

cls.cnMar 30 10:15 ET