This week, 14 more companies have been added! Goertek Inc. and several other stocks have disclosed their shareholding repurchase and refinancing plans, here is a list of the relevant A-shares.
① The Share Buyback and Shareholding via re-loan continues to be implemented. According to incomplete Statistics, as of the time of writing, 14 listed companies have disclosed relevant information on Share Buyback and Shareholding via re-loan (attached table); ② The related Shareholders of Goertek Inc. and China Northern Rare Earth received the highest special loan amount, with the loan amount not exceeding 0.9 billion yuan.
The main Communications business is experiencing a downturn! ZTE's revenue and profit both declined last year, with Net income dropping 9.66% year-on-year | Earnings Reports insights.
ZTE faced pressure on revenue last year, with revenue of 121.299 billion yuan, a year-on-year decrease of 2.38%. Profitability also declined, with net income attributable to ordinary shareholders of the listed company at 8.425 billion yuan, a year-on-year decrease of 9.66%. The company stated that it will accelerate the transformation towards "connectivity + computing power" in an attempt to expand new market space.
Apple entering the foldable smartphone market is expected to bring significant incremental Orders to related manufacturers.
Market news indicates that Apple plans to finalize the supply chain for the foldable iPhone by April this year and expects to begin large-scale production of related components in the second half of this year. This phone is expected to be released in the second half of 2026.
Only a year and a half apart, both chairmen of ST Dongshi have been dismissed by the Board of Directors | Quick read of the announcement.
① The chairman of ST Dongshi has been removed by the Board of Directors, with several directors believing that the chairman's tenure saw a continued deterioration in the company's operational conditions, chaotic internal management, and unclear strategic direction, which severely affected the company's operation and future development; ② This is the second chairman to be dismissed at ST Dongshi within a year and a half, and both are brothers; ③ Currently, the company also faces operational pressure and issues with the controlling shareholder's illegal appropriation of company funds.
Alibaba's open-source text-to-video model Wanxiang 2.1 is expected to bring about a starting point for the explosion of AI applications.
① According to informed sources, Alibaba fully open-sourced its video generation model Wanxiang 2.1 on the evening of February 25. ② With AI video generation tools represented by Wanxiang continuing to iterate, their penetration into various application scenarios is expected to accelerate in the future.
Tesla is ready to deploy FSD functionality in China, with Asia Vets driving new growth.
① Informed sources revealed that Tesla is preparing a software update for Chinese customers to provide driving assistance features similar to those of the "Full Self-Driving" (FSD) in the USA market. ② China International Capital Corporation's Research Reports indicate that 2025 is expected to be a significant year for the quality development of intelligent driving, with the dual potential positive catalysts of Tesla's FSD entering China and Robotaxi being one of the main themes for the entire year.
香菜 : Reached the top already.
impartial Gull_iuf OP 香菜 : the movie is going to 170 mil
152413820 : It doesn't matter if the movie reaches 20 billion, it's already at its limit.
impartial Gull_iuf OP : oic.... any share to recommend?
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105574132 : Is it possible to short it now.
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