Brokerage morning meeting highlights: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.
At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.
Planning to invest 15.9 billion! Chengdu Wintrue Holding's 300,000 tons of iron phosphate production capacity makes a "comeback" | Quick read announcement.
① The company plans to invest over 15 billion yuan in the upstream of the lithium battery Industry Chain and fertilizers; ② The newly planned 300,000 tons of iron phosphate production capacity is making a comeback.
Sichuan Hongda's first "report card" is out after the state-owned enterprise investment, turning losses into profits in 2024 | Interpretations
① After the restructuring with state-owned capital investment, Sichuan Hongda achieved a turnaround to profitability in 2024; ② The company's turnaround last year was mainly due to receiving a debt repayment of 39.1101 million yuan from the previous manager.
Revenue exceeds 200 billion for the first time, net profit reaches a historical high. CMOC Group Limited: a new significant opportunity window is opening | Interpretations
① In 2024, net profit increased by over 60% to 13.532 billion yuan, with revenue surpassing 200 billion yuan for the first time; ② the best annual performance since the company's listing; ③ the company stated that a new significant opportunity window is emerging.
Investors question when the "dragging out the answer" game will end; when will Shandong Humon Smelting and Jiangxi Copper resolve their competition in the same industry? | Quick read announcement
① The industry competition issue that attracts significant attention from investors has still not made any "substantial" progress; ② Progress is slow, and investors question whether the company is just "playing a delaying game".
Before the holiday, funds seeking safe havens caused stocks in the Hong Kong metal Sector to decline, with CMOC Group Limited dropping nearly 6%.
① Ahead of the holiday, capital seeking safety caused the Hong Kong stock market's Metals Sector to decline. What Bearish factors may continue to ferment? ② CMOC Group Limited fell nearly 6%, how did Other leading stocks perform?