Moutai liquor production cuts? Individuals close to Kweichow Moutai: last year's production remained within a normal and orderly Range | Quick read announcement.
In 2024, Kweichow Moutai plans to produce approximately 0.0563 million tons of Moutai liquor, a decrease of 1.58% year-on-year. Last year, increased marketing investments in the Moutai series of liquors and the higher proportion led to a decline in the company's overall net margin, which may have fallen below 50% last year, reaching the lowest level since 2018. Amid soft stock prices, Kweichow Moutai officially initiated a buyback, with nearly 0.3 billion yuan repurchased on the first day.
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The secondary listing of Hong Kong stocks has signaled the start of the "second wave of growth" by Ning Wang.
Morgan Stanley believes that Contemporary Amperex Technology's second listing in Hong Kong may raise between 6.8 to 7.7 billion US dollars. This funding will support its global capacity expansion, battery swap station construction, and Solid State Battery layout, initiating a second wave of growth.
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Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.
In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.
The number has reached a historical high! So far this year, 17 A-share listed companies have announced special dividend plans, including Contemporary Amperex Technology and Yunnan Baiyao Group.
① According to incomplete Statistics, as of the time of publication, 17 A-share listed companies have announced special dividend plans for 2024 this year (attached table), setting a record high for the year. Among them, the special dividend amounts of Contemporary Amperex Technology, Yunnan Baiyao Group, S.F. Holding, and others exceed 2 billion yuan. ② In addition, listed companies such as Fuhua, Three Squirrels Inc., and Chongqing Qin'an M&E PLC have announced special dividend plans before the Spring Festival.
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The largest IPO in Hong Kong stocks in the past three years is coming.
The Global process is accelerating.
With 260 billion on the account! Contemporary Amperex Technology plans to list again in Hong Kong, reiterating its Global Strategy | Quick read announcement.
① Contemporary Amperex Technology plans to issue Overseas Listed in Hong Kong Stocks and apply for listing on the Main Board of the Hong Kong Stock Exchange; ② The company stated that the H shares listing is to further promote "the company's Global Strategy layout and create an international capital operation platform."
The registered capital increased from 10 million to 3 billion! Contemporary Amperex Technology's subsidiary has taken new actions.
① Contemporary Amperex Technology Funing New Energy Co., Ltd. increased its registered capital from 10 million yuan to 3 billion yuan, and the scope of operation has changed from the production and sales of daily Masks (non-medical) to Battery manufacturing and sales; ② Recently, Contemporary Amperex Technology is intensifying its layout across various links of the Lithium Battery Industry Chain; ③ From the perspective of the Industry, the lithium battery sector is expected to continue to recover, with a clear willingness to raise processing fees for lithium iron phosphate.
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Zhiji and Avita have recently attracted significant investment, with 'state-owned investors' fully backing New energy Fund automobiles.
① The 9.4 billion yuan financing for Zhiji Autos has continued support from both state-owned investment Institutions and market-oriented investment Institutions. ② From Zhiji Autos in Shanghai to Avita in Chongqing, then to GAC Aion, NIO in Hefei, and Li Auto in Changzhou, the involvement of local state-owned assets reflects the demand for industry drive and regional development. ③ After the conclusion of the Central Economic Work Conference, local governments are actively promoting industrial upgrades, demonstrating their main roles and responsibilities in the transition between new and old drivers of growth.
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Asia And Europe Markets Mixed, Dollar Holds Strong - Global Markets Today While US Slept