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.

cls.cnApr 9 11:25 ET

Cost pressure or shared by three parties? Apple is impacted by Trump's tariff policies, prompting a response from the "fruit supply chains."

① Under the new tariff policy of Trump, Apple Inc. may face a sudden increase in costs due to the Global supplier strategy; ② Since April 3rd, Apple and its supply chain stocks have significantly dropped, with the three major A-share supply chain companies falling more than 30%; ③ Several interviewees believe that Apple may address this cost pressure through three aspects: increasing terminal prices, compressing supply chain costs, and bearing the costs itself.

cls.cnApr 9 10:58 ET

Strong policies to maintain stability inject confidence, the Agriculture chain and CSI Consumer 360 index are expected to progress together.

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cls.cnApr 8 21:28 ET

Huijin takes action to stabilize! The A-shares' "deep squat" may welcome a recovery window.

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cls.cnApr 7 21:15 ET

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.

cls.cnApr 7 20:33 ET

[Data Analysis] Institutions are intensely competing over Luxshare Precision Industry, with a significant decrease in the activity level of Algo funds.

① The limit-down Luxshare Precision Industry was bought by four institutions for 0.593 billion, while it was sold by four institutions for 0.443 billion. In addition, multiple Consumer Electronics and high export proportion Concept stocks were sold by institutions. ② The activity of Algo funds decreased today, with a clear reduction in the amount and number of stocks being bought and sold.

cls.cnApr 3 06:01 ET