Vanke won the battle to protect its cash flow.
Emerging from the pain.
Q1 performance has seen high growth year-on-year. Satellite Chemical: gross margin maintains a good level. This year, there are plans to launch three projects.| Interpretations
① Thanks to the launch of new projects and the decline in raw material prices, the company achieved significant growth in Q1; ② In 2024, the gross margin for the company's functional Chemicals and new Materials will increase by 4.78 percentage points and 5.49 percentage points respectively; ③ This year, the company plans to put into production a project with an annual output of 200,000 tons of refined acrylic acid, an annual output of 80,000 tons of new pentylene glycol, and a joint venture project with SK company with an annual output of 40,000 tons of EAA.
Ningbo Shuanglin Auto Parts: It is expected that the net profit in Q1 this year will double year-on-year, and the Siasun Robot&Automation business may become a new driving force | Interpretations
① Ningbo Shuanglin Auto Parts achieved a Net income of 0.492 billion yuan in 2024, representing a year-on-year increase of 508.43%; ② The company expects to achieve a Net income of 0.15 billion yuan to -0.18 billion yuan in the first quarter of 2025, with a year-on-year growth of 93.35% to 132.02%; ③ The company stated that its independently developed reverse planetary roller screw products have core advantages of "high load, high precision, and long service life."
Zhejiang Narada Power Source's Executive President Gao Xiubing: The Datacenter Business has a full Order volume, and the mass production cost of Solid State Battery is expected to be lower than 1 yuan/Wh | Financial Special Interview
① This year, the growth of the company's Datacenter Business is a new highlight, with domestic Orders currently full and capacity utilization exceeding 90%; ② Gao Xiubing stated that in two to three years, the company's Solid State Battery will be usable in low-altitude aircraft; ③ With the accelerated layout of computing power center construction, the Datacenter battery products are experiencing explosive growth, with simultaneous growth in both domestic and overseas markets.
The Ministry of Industry and Information Technology will approve the production access of L3 level autonomous driving vehicles, highlighting investment opportunities in the Industry.
On March 29, Vice Minister of the Ministry of Industry and Information Technology, Xin Guobin, stated at the China Electric Vehicle 100 People Forum (2025) that the development of the autonomous driving industry should be accelerated, the access and road trials of Asia Vets should be promoted, the standards system should be improved, and conditional approval for the production access of L3 level autonomous driving vehicles should be granted.
Game developers are on a rampage in the AI race, and AI is expected to further open up the payment space for games.
According to media reports, as we enter 2025, major domestic Game Developers are racing ahead in the AI field. Now, many companies, including Tencent, NetEase, and Giant Network Group, are embedding AI large models into their games to enrich the storyline and player interaction. Open-source securities point out that AI is expected to reshape gaming from aspects such as development, interaction, and commercialization.
Saywallahcuzzy : what's your expectation for next week? the earnings release should drive this up?!
Mr Value investor OP Saywallahcuzzy : in my opinion more volatile next week, after Apr 2nd once Trump’s reciprocal tariffs hit market, it may try to find a direction.
Saywallahcuzzy Mr Value investor OP : keep falling then?