399852 CSI 1000 Index
- 5879.15
- +37.58+0.64%
Jointo Energy Investment's non-recurring net profit increased by more than 50 times last year, with profits from the thermal power main business rising. | Interpretations
① Jointo Energy Investment expects that the net income attributable to the parent will increase nearly 1.8 times year-on-year in 2024; the net income after deducting non-recurring gains and losses is expected to increase by more than 55 times year-on-year; ② Regarding the reasons for the performance changes, Jointo Energy Investment stated that in 2024, the company will achieve an increase in power generation and heating volume year-on-year, while fuel costs will decrease year-on-year.
"Withstanding" the decline in lithium carbonate prices, Sichuan Yahua Industrial Group is expected to turn losses into profits in its 2024 net profit excluding non-recurring items year-on-year | Interpretations
① Sichuan Yahua Industrial Group announced that the expected net income for 2024 is between 0.28 billion and 0.33 billion yuan, a year-on-year increase of 596.26% to 720.60%; the non-recurring net income is expected to be between 0.185 billion and 0.235 billion yuan, achieving a turnaround from losses to profit year-on-year; ② For the whole year, the price of lithium carbonate in 2024 is expected to show a trend of rising first and then falling, continuing the downward trend of 2023.
Hunan Jiudian Pharmaceutical will no longer monopolize the market? Leming Luosuolofen Sodium Gel Patch has been approved, and experts predict it will accelerate the Industry review process.
① Lemin Pharmaceutical's loxoprofen sodium gel patch has officially been approved, marking it as the first to pass the consistency evaluation for approval. From this point on, the market monopoly held by Hunan Jiudian Pharmaceutical has been broken. ② Experts say this indicates new progress in the review process, marking a trend toward a unified standard for the consistency evaluation of external patches, which will result in more pharmaceutical companies being reviewed and approved.
[Data Watch] Renowned capital with over 100 million yuan aggressively invests in Shenzhen Woer Heat-shrinkable Material, with Zhejiang XCC Group being jointly bought by two Algo seats.
① The Copper cable high-speed connection concept stock Shenzhen Woer Heat-shrinkable Material received a Buy of 0.125 billion from the Dalian Huanghe Road office of Galaxy Securities. ② The Robot Concept stock Zhejiang XCC Group received a total Buy of over 0.2 billion from two Algo seats.
TikTok has resumed services for users in the USA, and the related industry chain is expected to continue rapid growth.
① TikTok announced on the Social Media platform X that it is resuming services for users in the USA and will collaborate with the incoming President Trump to develop a long-term solution to keep TikTok "in the USA." ② GTJA Research Reports pointed out that TikTok's commercialization started in 2020 and is still in a phase of rapid growth.
Peking University has made breakthroughs in Solid State Battery materials technology, which is expected to bring new development opportunities to the Industry.
According to reports, journalists learned from Peking University that the team led by Pang Quanquan at the School of Materials Science and Engineering has developed a new type of Glass phase sulfide solid electrolyte material, and used this material to create an all-solid-state lithium-sulfur battery with excellent fast-charging performance and ultra-long cycling life.
Intense competition has led to continuous losses for Nanjing Panda Electronics, and jiegoutiaozheng of the Business structure still needs to break through. | Interpretations
1. Nanjing Panda Electronics expects a net income of approximately -0.22 billion yuan to -0.15 billion yuan in 2024, experiencing losses for two consecutive years, but the loss amount has narrowed compared to last year; 2. The company states that the Intelligent Manufacturing business and the power and communication business are facing intense competition in the current market, leading to a decrease in revenue and gross profit; 3. Despite the company's active adjustments to its business structure, the long transition period for market transformation has resulted in disappointing new customer expansion.
Opening more new stores but struggling to make a profit, Yixintang Pharmaceutical's net income is expected to drop by over 70% last year | Interpretations
① Yixintang Pharmaceutical expects a Net income decline of 72.7%–81.8% in 2024 compared to the same period last year; ② The company stated that the performance variation is mainly due to the expansion of the company's stores leading to increased Operation costs, as well as some new and relatively new stores being in the initial loss stage.
[Market Data] The trading volume of ChinaAMC Nomura N225 ETF(QDII) surged over 11 times as retail investors and Algo jointly rush to seize Inmyshow Digital Technology.
① The trading volume of two ChinaAMC Nomura N225 ETF(QDII) increased significantly today, with the trading volume of the ChinaAMC Nomura N225 ETF(QDII) (159866) growing by 1145% compared to yesterday. ② Inmyshow Digital Technology, a small red book concept stock, was purchased for 0.124 billion by the Zheshang securities branch on Wuxing Road in Hangzhou, while two Algo positions together bought 0.259 billion.
The fair value changes of the invested enterprises are expected to drag Pci Technology Group's net loss to over 100 million last year | Interpretations
① Pci Technology Group is expected to turn positive in terms of non-recurring profit last year, and the company's fundamentals have seen some improvement. ② However, due to the impact of fair value fluctuations from CloudWalk Technology and others, Pci Technology Group expects a net loss for the entire year. ③ Pci Technology Group has frequently sold shares of CloudWalk Technology, stating that the shareholding will not affect the cooperation between the two parties.
Investment failures do not change the cross-industry ambition; the 'payment veteran' Lakala Payment shifts to credit rating.
① Lakala Payment can leverage the market channels and customer resources of Zhongbei Lian and Bangde Shuke to further expand the market coverage of credit information services, attracting more corporate and Financial Institutions clients. ② In the context of "thin profits" in payments and acquiring rates, institutions opting for horizontal expansion of "payment +" solutions and extending partnerships with merchants and scenario partners has become a major trend.
OpenAI is entering the virtual assistant field, and Asia Vets are accelerating the move into commercialization.
① OpenAI has announced the launch of a beta feature called Tasks for ChatGPT, marking the company's entry into the virtual assistant field. ② Market analysis suggests that this beta feature from OpenAI signifies its move towards the era of releasing autonomous AI (Agentic AI), with plans to introduce a large number of AI agents in the future.
Despite the drop in Anode Material prices, Hunan Zhongke Electric is growing against the trend, expecting net profits to increase by more than five times in 2024 | Interpretations
① Hunan Zhongke Electric announced that the expected net income for 2024 is between 0.288 billion to -0.325 billion yuan, an increase of 590%-680% compared to the previous year; ② In 2024, the price of Anode Material is still expected to decline and linger at low levels, in 2023 Hunan Zhongke Electric's performance fell to the lowest in nearly five years, with a profit of only 41.7062 million yuan, and the performance in 2024 can be described as a 'comeback'.
Involved in the Xiaohongshu Concept? Montnets Cloud Technology Group's full acquisition plan has been released. The symbol previously attempted to go public on GEM but was unsuccessful. | Quick reading of the announcement.
① Montnets Cloud Technology Group intends to acquire 100% of BiCheng Digital's shares, and the company's Stocks will resume trading from January 16. ② BiCheng Digital has attracted attention due to its business cooperation with Xiaohongshu. ③ BiCheng Digital previously attempted to go public on the GEM but was unsuccessful, with net profit Indicators in 2022 and 2023 even surpassing those of Montnets Cloud Technology Group.
The increase in potential customers and high demand across multiple fields means that Espressif Systems expects record high revenue and profit for the entire year of 2024.
① Espressif Systems expects to achieve revenue of 1.985 billion yuan to 2.015 billion yuan in 2024, with net income of 0.3 billion yuan to 0.34 billion yuan, setting a new annual historical high; ② The ESP32 series chips from Espressif Systems can be used in AI hardware products for children's companionship and early education, providing a one-stop hardware solution for AI trendy toys, including edge audio and video processing, among others.
Demand in the AI vision sector is strong. ArcSoft Corporation expects revenue and net profit in Q4 2024 to reach the highest level in nearly three years for a single quarter.
ArcSoft Corporation expects to achieve revenue of 0.241 billion yuan in the fourth quarter of 2024, with a forecasted net income attributable to the parent company of 89.71 million yuan. Both performance indicators set a new quarterly high for the company since early 2021; As a provider of Machine Vision algorithm services and solutions, ArcSoft Corporation benefits from the strong demand for AI technology across various industries, particularly in the fields of Consumer Electronics and Smart Automobile.
News of suspected competitor approval causes Hunan Jiudian Pharmaceutical to "drop sharply". Is the market for Loxoprofen Sodium Gel Patch about to be reshuffled?
① A piece of news about a potential competitor's launch of loxoprofen sodium gel patches has severely impacted the stock price of Hunan Jiudian Pharmaceutical; ② Loxoprofen sodium gel patches are the Block Orders driving the revenue of Hunan Jiudian Pharmaceutical, contributing more than half of the total revenue in recent years; ③ The inclusion of patches in the national centralized procurement seems to be on the way, with related product reviews speeding up.
Another AI model from the industry leader will be officially released, and domestic large models are expected to rise quickly.
① Iflytek Co.,ltd.'s Xunfei Spark deep reasoning model X1 is planned to be officially released on January 15. Previously, the company has released the Xunfei Spark large model V4.0, the Xunfei Spark large model 4.0 Turbo, and other large models. ② Dongguan Securities stated that as domestic companies such as Byte, Huanfang, and Xiaomi actively lay out in the AI field, domestic large models are expected to rise rapidly.
The PC market has achieved growth for five consecutive quarters. Institutions say the moment of AIPC transformation will begin in 2025.
According to Canalys' latest data, the PC market has achieved growth for five consecutive quarters in the fourth quarter, with total shipments of desktops, laptops, and workstations reaching 67.4 million units, a growth of 4.6%. Aixin Securities believes that AIPC Software and Hardware are co-evolving, and over the past year, major global manufacturers have continuously explored aspects such as AI enablement, product forms, and user experience, with the transformation moment opening in 2025.
Soda ash prices "encountered a chill," and Snowsky Salt Industry Group expects last year's Net income to drop by more than 50%. | Interpretations
1. Snowsky Salt Industry Group expects a net income decrease of 55.22% to 62.69% year-on-year for 2024. 2. The company's top four products by main revenue are various types of salt, soda ash, ammonium chloride, and caustic soda; the main reason for the year-on-year decline in net income is the drop in soda ash prices.