AH Stocks
- 1080.911
- -2.554-0.24%
Industrial and Agricultural Bank of China, among other state-owned banks, have taken action and a new round of deposit rate cuts has officially formed?
According to the Daily Economic News, a major bank will reduce its deposit benchmark interest rate on July 25, with a 20 basis point reduction for a 2-year term. More news is being updated.
Haier invests 1 billion to expand in Africa.
Traveling abroad.
Berkshire continues to reduce its shareholding in BYD, with its holdings falling below 5%!
According to analysis, once the shareholding ratio drops to 5%, Buffett will accelerate the pace of shareholding reduction, because shareholding reduction by shareholders with less than 5% shareholding does not require disclosure.
FAW-Volkswagen is going to fight a tough battle.
Eager to break through.
1862 key employees of Vanke stand in front.
Weight of confidence.
Sodium-electric and semi-solid, half flame and half seawater | Jianzhi Research
Thanks to the new energy autos achieving a record high in delivery, the production, sales and installation volume of power batteries also hit a new high in June this year in all dimensions.
BYD Company Limited is expanding globally and will deliver nearly 6 million vehicles annually in two years, approaching the levels of Toyota and Volkswagen.
BYD Company Limited's journey to expand overseas is creating new opportunities for the company. JPMorgan believes that in the next 1-2 years, BYD's global expansion and potential growth opportunities in plug-in hybrid vehicles will drive a revaluation of its stock price. This week, China's electric vehicle giant BYD announced plans to invest $1 billion to build a factory in Turkey with an annual production capacity of 150,000 electric vehicles, which is expected to start production by the end of 2026.
BYD Has Its Eyes Set On Conquering Europe
Tesla Rival BYD to Built $1B EV Plant in Turkey
90,000, the last defense line of lithium prices? | Jianzhi Research
Has this round of liquidation just begun?
AH trends diverge, Hang Seng Index up 0.6%, CNOOC up 4%, national bond futures slightly rebound.
Rare earth permanent magnets concept stocks pull back, photovoltaic and lithography themes also weaken. Hong Kong's real estate, banks, and oil & gas stocks are strong, CNOOC up 4%, Agricultural Bank of China and China Merchants Bank rise more than 2%. After experiencing a sharp drop yesterday, national bond futures rebounded in early trading, with 10-year and 30-year national bond futures contracts rising nearly 0.1% in early trading.
Report: BYD Q2 electric car sales hit a record high, expected to surpass Tesla and return to the global No.1.
According to media data, in the second quarter of this year, BYD sold nearly one million pure electric and hybrid vehicles, setting a new historical record. In contrast, Tesla's electric car sales were 441,000, a year-on-year decrease of 5.4%, marking Tesla's second consecutive quarter of sales decline.
Worsened lithium prices? Annual production capacity increased by 79%, with four mines in Argentina jointly contributing, including Zijin Mining and Ganfeng Lithium.
Four new lithium mining projects in Argentina will be put into production in the coming weeks to months, which will nearly double Argentina's lithium production capacity. Although the new capacity will not be put into use immediately, the increased certainty of future supply will undoubtedly further increase the downward pressure on lithium prices.
Bank of Zhengzhou justifies the rationality of "no dividends for four years"
On the evening of June 24th, Bank of Zhengzhou (002936.SZ) announced that it had received the Inquiry Letter from the China Securities Investors Service Center, and responded to the small and medium shareholders' concern that the bank did not distribute cash dividends for four consecutive years despite profitability from 2019 to 2023, with net incomes of 3.168 billion yuan, 3.226 billion yuan, 2.422 billion yuan, and 1.85 billion yuan respectively attributable to shareholders of the listed company. However, in the Special Report released in March, the bank stated that it will consider the issue of profit distribution accordingly in the future.
Why is Fosun Pharma privatizing Henlius at this time? | Jianzhi Research
The suspension of Henlius stocks has finally been resolved, consistent with previous market rumors: Fosun Pharma will privatize Henlius for delisting, with a privatization valuation of approximately RMB 12.4 billion. Fosun Pharma's bid for each share of Henlius is HKD 24.60, a premium of 30.6% over its pre-suspension closing price. Based on last year's net profit of CNY 546 million for Henlius, this privatization has a PE ratio of approximately 23 times. The total transaction is HKD 5.4 billion, which will use no more than HKD 3.7 billion in acquisition loans. Henlius has a total share capital of 543.5 million shares, including 163.4 million H shares and 380.1 million non-listed shares. The tenderer in this case is Fosun.
Nomura BYD in-depth report: Hybrid will be the next breakthrough, and this year's 'going global' revenue ratio will exceed 20%.
Nomura has released a deep report on BYD Company Limited, forecasting that hybrid cars will surpass pure electric cars as the main driver of growth, with a target price raised to 312 yuan, and overseas market revenue expected to account for more than 20%.
HSBC's attitude is clear: BYD has "huge potential for growth" while Tesla is "maintaining shareholding"!
The bank believes that Tesla is on the path of "difficult reality return", while BYD has a strong technical reserve and can continue to lead the new energy autos market.
EU Tariffs on China EVs: Who Are the Winners and Losers?
Li Yunfei of BYD: corporate competition is like playing cards, one should act according to their ability and not destroy the rules because of temporary gains and losses.
During June 6th and June 8th, Li Yunfei, the General Manager of Brand and Public Relations Department of BYD Company Limited, delivered a speech at the 2024 China Auto Chongqing Forum (CACS2024). Li Yunfei pointed out that in terms of price wars, companies should act according to their abilities due to their different sizes and situations. He looked back at the past two years, during which many auto companies, including BYD, had to raise prices due to the reduction of subsidies and the increase in raw material costs. However, with the decrease in raw material prices, price reductions are now possible. As for consumers, he emphasized that companies should not fool consumers, but should provide better services.
Vanke paid off this year's US dollar bonds at one go.
Improve liquidity.