Yuanjie Technology: bullish on multiple products' market demand next year, expanding overseas markets | Live coverage of earnings conference
①With the rapid development of the datacenter market this year, Yuanjie Technology expects that the revenue scale of CW light source products will continue to grow in the fourth quarter of this year and will further increase in the first quarter of next year; ②In recent years, Yuanjie Technology's overall gross margin has decreased significantly year by year. The company stated that it will start repairing the gross margin from two aspects: increasing investment in the datacenter field and market expansion, and further enhancing cost control.
Can the interest rate spread be improved? How to deal with breaking price and breaking net price? How much is the dividend? Lanzhou Bank's earnings conference will address multiple hot topics.
①"Due to the downward trend of loan market interest rates, the replacement of existing mortgage loan rates, and factors such as loan repricing, the net interest margin still faces certain pressure." ②"The banking industry is still facing the situation of undervaluation. Our bank will actively manage market cap and increase investor confidence.
Another member joins the XBC camp as longi green energy technology cooperates for the first time to build HPBC battery production capacity
1. Longi Green Energy Technology cooperates with ENGIE to build HPBC battery capacity, and plans to reach a capacity of 16GW. The XBC "camp" is expanding. 2. In the coming years, the main competitive factors in the photovoltaic market will still revolve around the differentiation of battery technology.
Costs for 90% of pig enterprises have dropped to the range of 14 yuan: many companies say there is still room for cost reduction. Will profits stabilize next year? | Industry Observation
① 90% of the listed pork enterprises have reduced their costs to the range of 14 yuan per kilogram, including 5 enterprises such as Sunlon, Muyuan Foods, and Wens Foodstuff Group have reduced to the range of 13 yuan per kilogram; ② Many listed pork enterprises have indicated that there is still some room for cost reduction in the fourth quarter and next year; ③ Industry insiders believe that the cost reduction achievements have become the moat for the long-term development of pig enterprises. While helping companies expand profit margins, it also enhances the resilience of the companies against risks.
50 billion Honghu Fund's new move: buy shares of Inner Mongolia Yili Industrial Group and Shaanxi Coal Industry, targeting high-quality large cap blue chip stocks.
China Life Insurance and New China Life Insurance jointly initiated the establishment of the 50 billion Honghu Fund, which appeared in the top ten shareholders list of Inner Mongolia Yili Industrial Group and Shaanxi Coal Industry, with shareholding ratios of 1.88% and 0.72% respectively. In terms of investment, Honghu Fund prefers to invest in high-quality large market cap blue chip stocks, especially stocks with high dividend yields.
The imbalance between supply and demand of silicon materials led to a decrease in prices. Dalquan Energy incurred a net loss of 1.099 billion yuan in the first three quarters.
1. The company plans to provide for inventory impairment losses totaling approximately 0.582 billion yuan in the third quarter of 2024; 2. It is expected that polysilicon production in the fourth quarter will be between 0.031 million tons and 0.034 million tons, with an annual expected production of 0.2 million tons to 0.21 million tons in 2024; 3. The analyst believes that the subsequent energy consumption limit is expected to be further tightened, and the bottom position of silicon material prices may have stabilized.