The rise in gold and antimony prices, along with the completion of overseas projects, leads Tibet Huayu Mining to expect a net profit growth of over three times year-on-year in 2024 | Interpretations.
① Tibet Huayu Mining expects a Net income for 2024 to be between 0.275 billion yuan and 0.335 billion yuan, which represents an increase of 0.201 billion yuan to 0.261 billion yuan compared to the same period last year, with a year-on-year increase of 272.19% to 353.39%. ② The overseas subsidiary "Tower Aluminum Industry" of the company, Kangqiao Qijin, has improved its Operation capacity in the antimony project, benefiting from both price and volume increases, resulting in enhanced profitability.
Reverse again? JA Solar Technology reported a loss of over 4 billion yuan in Q4, with asset impairment becoming the performance "killer" | Interpretations
① The company achieved a Net income of approximately 0.39 billion yuan in Q3 last year, significantly exceeding market expectations; however, by Q4, its quarterly losses ranged from 4.02 billion yuan to -4.72 billion yuan; ② The increase in component shipment volume did not result in profit growth under the extreme Low Stock Price impact in the Industry Chain.
Photovoltaic Glass supply exceeds demand, Flat Glass Group's net profit shrinks by over 1.6 billion yuan in 2024 | Interpretations
1. Flat Glass Group expects the net income attributable to shareholders in 2024 to decrease by 1.684 billion yuan to -1.822 billion yuan, a year-on-year reduction of 61%-66%; 2. The main reason for the decline in net income is the oversupply of Photovoltaic Glass in the second half of 2024, leading to a significant price drop; 3. Flat Glass Group experienced net income losses in both Q3 and Q4 of last year.
JD.com's domestic mobile phone sales have increased by 200% month-on-month, and mobile phone supply chain manufacturers are expected to release performance elasticity.
According to media reports, as of January 20th at 12:00, the national subsidy activities in Peking, Hubei, Jiangsu, Zhejiang, and Shaanxi are fully launched on JD.com, and activities in other provinces and cities are also being rolled out. Among the provinces and cities where the national subsidy is launched, smartphone sales have increased by 200% month-on-month, and tablet sales have increased by 300%.
The net profit in 2024 is expected to reach 32 billion yuan, with Zijin Mining Group achieving its best performance since listing. Production expectations for 2025 are anticipated to decline slightly | Interpretations
① Zijin Mining Group's net profit is expected to increase by more than 50% in 2024, achieving the best annual performance since its listing; ② The company's recently announced production plan for 2025 has substantially reduced growth expectations compared to previous forecasts.
The Oil & Gas Industry is experiencing an improvement in prosperity, BOMESC Offshore Engineering expects to turn losses into profits in 2024 | Interpretations
① In recent years, Global investments in offshore Oil & Gas exploration and development have significantly increased, and BOMESC Offshore Engineering has a sufficient number of Orders on hand, supporting its performance. ② The company previously stated that an oil price of around 70-80 dollars per barrel is more favorable for market expansion.
bullrider_21 OP : Tesla's Europe sales fell in 2024. Tesla's US sales fell in 2024. Tesla's Australia sales fell in 2024. Only Tesla's China sales are up.
74216494 bullrider_21 OP : And ? NIOs European sales are microscopic, US sales non-existant, Australias sales non-existant, China sales mediocre, compared to newcomers like XIAOMI or ZEEKR. TSLA still makes money; NIO never did.
bullrider_21 OP 74216494 : Comparing Nio and Tesla is like comparing apple and orange.