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Little K broadcasts the morning news | Contemporary Amperex Technology denies that the accident vehicle of Xiaomi is equipped with its Battery. OpenAI releases AI Agent evaluation benchmarks.
① Four departments: Shanghai and nine other cities included in the first batch of pilot zones for large-scale applications of vehicle-network interaction; ② Hubei: Focused support for the cultivation of trillion-level clusters in fields such as Wuhan Asia Vets connected Autos; ③ ShanDong: Plans to issue three action plans integrating culture and Technology, Brain-computer Interface, and quantum Technology.
In 2024, Moutai's total revenue is 170.9 billion, with a net income increase of 15.4% year-on-year, and the dividend amount has reached a new high | Earnings Reports insights.
In 2024, Moutai's total revenue reached 170.9 billion, with a year-on-year increase of 15.7%. The revenue from Moutai liquor accounts for over 85%, while revenue from its series of liquors surpassed 20 billion. The annual net income is 86.2 billion, representing a year-on-year growth of 15.4%, with a proposal to distribute a cash dividend of 276.24 yuan (after tax) for every 10 shares.
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.
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.
Brokerage Morning Meeting Highlights: Focus on low positions + resilience in the economic outlook during the consolidation period.
At today's Brokerage morning meeting, HTSC believes that the solidifying period should focus on low positions and resilient market directions; Everbright stated that downstream demand for organic silicon is steadily increasing, and the supply-demand pattern in the Industry is expected to improve; GTJA proposed that the enthusiasm for the Spring Sugar Hotel Exhibition has decreased, and the sales of Baijiu after the festival are stable.
Midea's entry into humanoid robots, UBS Group: Not surprising, Midea can leverage supply chain resources.
UBS Group believes that by 2035, the market size for humanoid robots in China is expected to reach 200-300 billion yuan. Domestic companies place greater emphasis on Hardware and system integration capabilities. Although there is limited profit contribution in the short term, due to the increasing market attention on the white goods Industry and AI/Siasun Robot&Automation themes, the stock price of Midea may continue to rise in the short term.
