Zhengzhou Coal Mining Machinery Group: The impact of the U.S. tariff incident is minor, aiming for a 100 billion target by 2030 | Highlights from the Earnings Conference
① Zhengzhou Coal Mining Machinery Group's dividend yield exceeds 8% in 2024. In the future, the company will continue to provide investors with continuous and stable cash dividends based on actual conditions. ② The revenue from exports directly to the USA by the company and its domestic subsidiaries is relatively small, and the current US tariff issue has a minimal impact on the company.
The negative effects of tariffs are beginning to show: imports of Autos from the USA are gradually "stopping," and businesses are reluctant to invest recklessly in the USA.
① The 25% tariff imposed by President Trump on imported cars took effect last week, causing many Auto Manufacturers to suspend deliveries to the USA market; ② Brands such as Jaguar Land Rover, Stellantis, and Audi have announced a halt to exports to the USA or production in North America; ③ The tariff has had a destructive impact in the short term, and many companies have not yet made the decision to increase production capacity in the USA, which may undermine Trump's ambitions for American manufacturing.
Strong policies to maintain stability inject confidence, the Agriculture chain and CSI Consumer 360 index are expected to progress together.
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Confident moves! Bank Of Communications and Shanghai Pudong Development Bank have rarely disclosed Company Business Data before the quarterly report.
① In response to several joint-stock banks and rural commercial banks rarely disclosing Company Business Data before the quarterly report, someone in the East China banking industry told a reporter from the Financial Association, "It's all to boost confidence." ② One bank's net increase in loans for the first quarter reached a new seasonal high in recent years. Experts explain that the data on bank deposits and loans shows stable growth, which can intuitively display the resilience of the bank's Business and stabilize market sentiment.
In the first quarter, a pre-profit of 10 billion, a year-on-year growth of 100%. BYD continues to seek growth in overseas markets.
① BYD, which has achieved exponential growth in overseas New energy Fund sales, is conducting intensive recruitment in multiple countries and gradually expanding its ocean freight fleet to deepen its Global Strategy. ② According to reports from various recruitment platforms, BYD's recent overseas recruitment involves several countries including Indonesia, Hungary, Chile, Thailand, Brazil, and covers multiple job positions.
Rare! A-share announcement of a repurchase wave: the Zhongshan system, Moutai, Midea, and GTJA have all joined in.
A-shares listed companies act with confidence, injecting stable signals into the market.