Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.
In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.
YANKUANG ENERGY: It is expected that the performance in the first quarter of this year will decline year-on-year. Currently, coal prices have basically reached the bottom | Directly addressing the Earnings Conference.
YANKUANG ENERGY stated at today's 2024 Earnings Conference that Coal prices have basically reached their lowest point and are showing signs of stabilization. Due to the year-on-year decline in Coal prices, the company's performance in the first quarter will be affected; The company also stated that it will adhere to the principle of Cash dividends, and has so far accumulated a dividend of 85 billion.
Planning to issue shares to acquire the core assets of Jinjiang Group, Jiaozuo Wanfang's asset scale may double and will welcome a new "helmsman" | Quick read announcement.
① Jiaozuo Wanfang plans to issue shares to purchase the core Assets of Jinjiang Group, Sanmenxia Aluminum Industry; ② The scale of this Asset injection may exceed the company's net Assets; ③ Jiaozuo Wanfang is about to end its long-term lack of a controlling party status.
Two Sessions Time | National People's Congress Representative, Lu Qingguo from Chenguang Biotech Group: Improve the quality standards of Chinese Patent Medicine, regulate the centralized procurement model for Traditional Chinese Medicine, and optimize the
① Lu Qingguo, Director of Chenguang Biotech Group and a representative of the National People's Congress, focused on several recommendations at this year's Two Sessions, including optimizing the procurement mechanism for Traditional Chinese Medicine, enhancing the quality standards for Chinese Patent Medicine, and standardizing the Traditional Chinese Medicine granule industry; ② In addition to recommendations related to the Traditional Chinese Medicine industry, Lu Qingguo prepared several suggestions on rural social retirement insurance, rural medical insurance, and increasing support for companies sanctioned by the United States.
Trading will be suspended starting tomorrow as Inner Mongolia Mengdian Huaneng Thermal Power Corporation plans to acquire equity in two New energy Fund companies | Read the announcement.
① Inner Mongolia Mengdian Huaneng Thermal Power Corporation announced plans to acquire 60% equity in Zhenglanqi Wind Power and 75.51% equity in Northern Duolun, with stocks suspended starting tomorrow; ② From August to December 2024, Inner Mongolia Mengdian Huaneng Thermal Power Corporation disclosed plans to invest approximately 9.1 billion yuan to construct three major clean energy projects.
Last year's net profit is expected to reduce losses to around 100 million yuan. Henan Yuneng Holdings is making significant investments in pumped storage projects | Interpretations.
① Henan Yuneng Holdings is expected to reduce losses to around 1 billion yuan in 2024; ② the company is making significant investments in pumped storage power projects.