Energy-saving and Environmentally Friendly
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The 2024 Net income is expected to turn from loss to profit. Yueyang Forest & Paper "intensively" acquires old assets to enhance performance | Interpretations
① Yueyang Forest & Paper expects to turn from a loss to a profit in net income for 2024, boosted by the performance of Juntao Technology, which was acquired in late December last year; ② Affected by weak overall market demand, the company's paper product sales volume is expected to decline year-on-year in 2024, and the sales prices of paper products have decreased compared to the same period last year.
Star Evening News | Baiwei Storage expects to turn losses into profits in 2024. Aisen Co., Ltd. and Fumiao Technology will be suspended from trading tomorrow.
① The Ministry of Commerce responds to the U.S. hope of owning 50% of TikTok's shares; ② The Dutch Prime Minister indicates that export policies to China should be decided independently; ③ ByteDance launches a long-term research project on AGI codenamed SEED Edge.
Number of fundraising projects has been postponed multiple times; Aburu has lost money for two out of its three years since listing | Interpretations
① The overall gross margin of the Eco-friendly Concept projects has declined, and Aibulu expects a Net income loss of 32 million to 40 million yuan in 2024; ② The company's main business has 'poor harvest', and the fundraising projects are delayed, but outside the main business, the company has heavily invested in 'chips', and during the surge in stock prices, some Shareholders have started their Shareholding journey.
The recovery of Semiconductors could not withstand the erosion of costs, Hunan Kaimeite Gases' losses widened last year | Interpretations
① Hunan Kaimeite Gases expects to incur a net income loss of 43.8 million yuan to 54 million yuan in 2024; ② The company stated that the main reasons for the decline in performance are: first, the prices of rare gas related products decreased; second, the termination of the restrictive stocks incentive plan implemented in 2022, which will be included as corresponding costs and expenses in 2024.
Beijing Qianjing Landscape continues to incur losses after diversifying into photovoltaic sectors, with subsidiary performance commitments not met for two consecutive years | Interpretations
① The company anticipates achieving a net income attributable to shareholders of the listed company of -0.1 billion yuan to -50 million yuan in 2024. ② The target company has seen its performance commitments fail for two consecutive years, the current cyclical impact on photovoltaics is still ongoing, and it remains difficult to determine a turning point in the short term.
The growth rate of decorative building materials products is significant, and Yinke Recycling's net profit is expected to increase by more than 60% in 2024.
① A representative from the Secretary Office of the Board of Directors of YINGKE explained that decorative building materials have always been one of the fastest growing categories for the company, maintaining about 30% growth year-round; ② The company stated that for the entire year of 2024, overseas income is expected to account for 70%-80% of total revenue.
Aerosun Corporation, which had six consecutive limit-up days, is expected to report a loss of 0.4 billion, potentially marking the largest annual loss since its listing | Quick read of the announcement.
① Aerosun Corporation has accumulated a net income of approximately 0.4 billion yuan over the last 13 years, and may incur losses in 2024; ② this would set a record for the largest annual loss since the company went public; ③ last year, Aerosun Corporation experienced a continuous rise in stock prices due to the commercial spaceflight concept.
The first of the New Year! Facing suspension due to the inability to complete the required rectification for capital occupation, ST Xulan is sliding towards being (Delisted) | Quick Read Announcement.
① ST Xulan may become the first listed company in 2025 to be suspended by the Exchange due to difficulties in completing rectifications before the deadline; ② ST Xulan Stocks may be suspended by the Shenzhen Stock Exchange starting from January 6, and currently, there is only one trading day left before the company's stock trading is suspended; ③ At the same time, ST Xulan also faces the risk of being delisted due to its stock price continuously falling below par value.
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 subsidiary of Road Environment Technology Co.,Ltd plans to introduce a Fund under the Guizhou state-owned assets, opening up collaborative possibilities for the Baijiu(Chinese Liquor) residue bioconversion Fodder business.
① The introduction of the Guizhou Eco Fund by Jinsalu De is beneficial for improving its overall asset-liability structure, reducing the asset-liability ratio, helping to replenish working capital, meeting the needs of its business development, and aligning with its long-term Global Strategy planning. ② Recently, several listed companies' subsidiaries plan to increase capital and introduce strategic investors, among which there are not a few state-owned background strategic investors.
Jiangsu Skyray Instrument has been designated as a special treat and fined 3 million yuan. In recent years, there have been 10 other instances of illegal operation in production and management. | Quick read of the announcement.
① Jiangsu Skyray Instrument was fined 3 million yuan by the Securities Regulatory Commission, and several executives including chairman Liu Zhaogui were also penalized; ② The company's stocks will be subject to other risk warnings by the Shenzhen Stock Exchange, changed to "ST Jiangsu Skyray"; ③ In recent years, the company has faced up to 10 cases of violations related to environmental protection, safety regulations, and other operational misconduct.
Hydrogen energy, hybrid, methanol... This year's exhibition has more machinery "dynagreen environmental protection group". | Directly report from bauma CHINA 2024.
With the continuous maturity of 'three electric' technology, batteries, electric machines, and other key components have become the 'new forces' competing for the electrification market of construction machinery. In the future, with technological breakthroughs and achieving significant cost reductions, domestic main engine manufacturers have the advantage of electrification, and are expected to be the first to benefit from the electrification wave.
China Chengtong accelerates the integration of its papermaking business. Yueyang Forest & Paper plans to "recover" old assets for 1.28 billion.
① China Chengtong integrates the papermaking business, mcc meili cloud computing industry investment and yueyang forest & paper are both taking action; ② yueyang forest & paper plans to acquire a pulp company that was divested years ago for 1.28 billion cash; ③ the symbol has had stable profits in the past two years, while yueyang forest & paper's operation continues to be under pressure; ④ the symbol was divested by yueyang forest & paper in 2015 due to poor performance.
taiwan semiconductor's CoWoS packaging capacity is in short supply, and the advanced packaging industry remains highly prosperous.
taiwan semiconductor has obtained nvidia's consent to increase prices next year, with the possibility of a maximum 5% price increase for the 3nm process and a price increase of approximately 10% to 20% for CoWoS packaging. citic sec believes that advanced packaging technology has become an important path beyond the 'post-Moore era' and 'Moore's Law'. Focus on manufacturers and assembly and testing companies deploying advanced packaging technology, as well as supply chain related equipment manufacturers.
Specific subsidy plan released! Low-altitude sector expected to usher in a wave of orders.
The Ministry of Industry and Information Technology recently held the first plenary meeting of the leading group for the development of low-altitude industry, discussing and deploying the key tasks to promote high-quality development of the low-altitude industry. On the same day, the Shenzhen Transportation Bureau solicited opinions on the detailed rules for the implementation of "Several Measures to Support the High-quality Development of the Low-altitude Economy in Shenzhen". The draft for soliciting opinions proposes specific subsidy plans.
Expand the high-end instrument and equipment category. Hexin Instruments is planning to acquire Liangxi Technology. The core product of the target company has unclear commercialization prospects.
①Some market analysts believe that, in terms of application areas, the target company belongs to the cutting-edge technology sector, and the future market space will depend on the implementation of quantum computing; ②Founder of Quantity Technology, Wu Ming, stated that the company has recently completed the production and delivery of core equipment for quantum computing.
Star Evening News: Fuchuang Precision stated that the acquisition of Yisheng Precision Semiconductors' equity still needs to be negotiated. Shareholders of Wuxi Delinhai plan to reduce their shareholding in the company by no more than 2%.
1. Shanghai Stock Exchange: Always pay close attention to and strictly regulate all kinds of improper mergers and acquisitions transactions under the name of 'restructuring for the purpose of arbitrage'. 2. Twelve departments: Carry out research and development of new generation high-end nuclear medicine imaging equipment and other high-end treatment equipment. 3. Ministry of Commerce: Will introduce a batch of new policies in the consumer sector in collaboration with relevant departments.
Concept Dynamics | Cailian News Theme Library Adds "Zhipu AI"
On October 25, 2024, zhipu AI launched its self-developed intelligent body AutoGLM, which is a mobile operation assistant that can simulate user clicks on the screen, as well as a browser assistant for clicking on web pages. Currently compatible with 8 well-known application software such as WeChat, Taobao, Meituan, Xiaohongshu.
The proportion of wind power installed capacity has increased, gcl energy technology's net income in Q3 increased by 20% year-on-year|interpretations
①In the first three quarters of this year, the proportion of wind power installed capacity of the company to the total installed capacity of power generation further increased to 57.81%; ②The demand for energy storage is growing, prices are falling, and it has shifted from single product or technology competition to competition of comprehensive capabilities.
Huawei will hold the global Ultra Broadband Summit Forum next week, with related sectors expected to take advantage of the opportunity.
①The 10th Global Ultra-Broadband Summit will be held in Istanbul, Turkey from October 31 to November 1. The summit is jointly organized by the United Nations Broadband Commission and Huawei. ②Wang Tao, Executive Director of Huawei and Director of the ICT Infrastructure Business Management Committee, stated that upgrading ultra-broadband networks, accelerating the popularization and application of digital technology, will bring about a leap in digital productivity.