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.
[Market Data Analysis] IF and IM index futures bulls significantly increased their positions, and four Institutions jointly decided to Buy Guangdong Topstar Technology.
① If the Block Orders for the IF index futures increase by more than 5,000 contracts, and the IM contracts increase by more than 3,000 contracts, the increase in quantity is significantly greater than the short positions. ② The Robot Concept stock Guangdong Topstar Technology has been heavily purchased by four Institutions, with a total buying amount reaching 0.173 billion.
Pickling and curing have failed to reverse the decline: pig prices are not strong during the peak season. Will listed pig companies face a "test"?
Under the background of ample supply, the impact of processed meat on boosting pork prices is limited, as the average profit per pig in December has already shrunk by over a hundred yuan; industry insiders expect that next year's pork prices may be weaker than this year's, and related listed pig companies with lower costs are still guaranteed to make a profit, but companies with high costs may face certain risks of loss.
Exclusive | Has the strategy for entering the rating market changed? Lakala Payment partners with Lenovo to acquire Bond Data Technology.
① The change of shareholder information for Bangde Data Technology has been completed, and the "Lenovo system" has officially acquired Bangde Data Technology, with Lakala Payment simultaneously entering the credit information service Industry. ② Bangde Data Technology stated that internal processes and other aspects are still being integrated, and there will be new changes in Business development in the future.
The subsidiary signed a large contract worth 3.664 billion yuan. Can it provide Weihai Guangwei Composites with a sense of assurance? | Quick read of the announcement.
① Weihai Guangwei Composites announced that its wholly-owned subsidiary, Weihai Expansion, signed a "Material Purchase Contract" with Client A, with a total contract amount of 3.664 billion yuan. ② In the company's Carbon Fiber Business, the growth of Aviation-related sectors is relatively fast, including T300 grade/T700G grade/T800H grade.
[Data Viewing] Three major first-tier funds join forces to seize Guoguang Electric, while Algo funds fully activate to trade multiple stocks.
① AI glasses Concept stocks Guoguang Electric received Buy from three leading speculative funds, with a total Buy amount exceeding 0.4 billion. ② Algo funds have been highly active recently, today multiple stocks were subject to Algo trading, among which Visual China Group received a Buy of 0.117 billion by the Shanghai branch of CICC while selling over 50 million.