Tire Concept
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The Meituan Robot Research Institute's academic annual conference is about to open, and commercial service robots are expected to enter a Gold development period.
① The 2024 Meituan Robot Research Institute Academic Annual Conference will be held in Shenzhen on December 27. ② It is expected that by 2030, the Global commercial service robot market size will exceed 10 billion yuan, with an average annual growth rate of 20.3%.
A significant bullish announcement is coming! Which directions might be the core of capital's attention?
Track the entire lifecycle of the main sector.
Shandong Linglong Tyre: Profit improvement from jiegoutiaozheng in product structure Northern America income accounts for approximately 18% | Directly covering earnings conference
1. The product structure is improving, coupled with the overseas second base achieving profitability, Shandong Linglong Tyre's revenue and gross profit for the first three quarters of this year have both achieved growth; 2. Wang Feng, the chairman and CEO of the company, stated that in the first three quarters of 2024, North American revenue accounted for around 18% of total revenue, and the company will actively explore overseas markets in the future and accelerate the selection of the location for the overseas third base.
Strong demand, increased production capacity utilization, shandong linglong tyre's net profit in the first three quarters increased by nearly 80% year-on-year | Interpretations
① Product sales increased, combined with receiving anti-dumping tax refunds from the USA, shandong linglong tyre's net profit in the first three quarters increased by 78.39% year-on-year; ② Company officials stated that the company's semi-steel tyre orders remained strong this year, domestic supporting business further optimized, the Serbia base has already achieved monthly profits, and production capacity is rapidly increasing.
Overseas new production capacity entering the release period. Jiangsu General Science Technology's Q3 revenue increased by more than 30% year-on-year | Financial interpretations
①Overseas new production capacity is being put into operation one after another, with full orders for semi-steel tires and jiangsu general science technology's revenue scale continuing to expand; ②Company officials stated that in Q3 of this year, the company faced issues such as rising raw material prices, increased marine transportation costs, and high cost amortization. As we enter the fourth quarter, cost pressures have already eased.
Share buyback shareholding loans quickly landed! ICBC, BOC, ABC, CMB, CITIC and other first batch of multiple banks announced progress. Some banks have already shown cooperation intentions with nearly a hundred listed companies.
1. As of now, Bank of China has reached cooperation intentions with nearly a hundred listed companies, with 32 listed companies explicitly promised loans, covering multiple industries such as integrated circuits, transportation, high-end manufacturing, and business services; 2. The banks stated that they will strictly adhere to the risk compliance bottom line, rigorously prevent crediting funds that do not meet the conditions of stock increase stake & buyback and refinancing policies from illegally flowing into the stock market.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Overseas market demand continues to be strong, sailun group expects a year-on-year increase of about 60% in performance for the first three quarters|interpretations
①The overseas market demand remains strong, sailun group expects the company's performance in the first three quarters to increase by about 60%; ②Natural rubbers, carbon black, synthetic rubbers, and other production raw materials have all seen price increases. To cope with cost pressure, many tire companies have announced price increases for their products.
Jiangsu General Science Technology: Overseas production capacity is gradually being released, and future tire demand is expected to continue to improve | Directly hitting the earnings conference
① Chairman Gu Cui of Jiangsu General Science Technology stated that the company's tire projects in Thailand Phase II and Cambodia Phase II have been successively put into production, with capacity gradually being released, expected to become new performance growth points; ② The company believes that the rapid rise in the global total number of cars and new energy vehicles is driving strong growth in tire demand, while domestically produced tire brands with high cost performance advantages are highlighted under consumer downgrading, continuously increasing their market share overseas.
Quechen Silicon Chemical: The sales volume of products with strong downstream demand has increased, and the exploration of new scenarios continues to be carried out | Directly hitting the earnings conference.
① The downstream tire industry has a high level of prosperity, and Quechen Silicon Chemical's main products have strong production and sales. The sales volume of silicon dioxide in the second quarter of 2024 reached a record high. ② Quechen Silicon Chemical's chairman, Wei Dong Que, introduced that there are many applications for silicon dioxide microspheres, and the company's microsphere products are also an important part of the implementation of the import substitution strategy.
Tire semi-annual report inventory: strong demand, outstanding performance, continue to expand overseas market.
① Among the 9 listed companies in the tire industry, 8 companies have achieved growth in net income in the first half of this year due to strong market demand; ② Top companies in the industry, such as Sailun Group, Linglong Tyre, and Jiangsu General Science Technology, will continue to expand overseas production capacity in 2024 to meet the high overseas demand.
One makes a fortune while the other loses everything, the stark difference between two projects red avenue new materials group invested in four years ago | interpretations
①Red Avenue New Materials Group released its semi-annual report, with a net profit increase of over 40% in the first half of the year; ②The photoresist business in the first half of the year was the main driving force behind the company's growth, while the PBAT business saw a depreciation of over 94 million yuan in the first half of the year, dragging down the company's performance; ③Both the photoresist project and the PBAT project were started four years ago, and now the PBAT project is vastly different from the photoresist business.
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Afternoon review: Prev fell 1.3%, A-share "drink and eat meat" market more than 170 stocks fell by the daily limit
By midday, the three major A-share indexes were up and down, with the Prev down 1.3% and the Shenzhen Composite Index down 0.55%. The gem index was up 0.43%. From the market point of view, liquor, pork, chicken and other concepts led the increase. In the liquor sector, Guizhou Moutai trading limit, Gujing tribute wine, Luzhou laojiao trading limit, Wuliangye close to the limit; in the pork plate, Muyuan shares rose more than 8%; in the chicken concept, Xiaoming shares 20CM, Shengnong development limit. However, under the condition of A-share "drinking and eating meat", as many as 3800 companies in the two cities fell, while the number rose to only 600. the number of companies that fell to the limit reached 176,
Market Chatter: PetroChina, Hengli Win 60% of China's Auctioned Oil Reserves
Fluorine chemical concept stocks soared across the board, such as Juhua shares and so on.
On September 15, the fluorine chemical industry plate continued to pull up. As of press time, Juhua shares, Yonghe shares, Longxing Chemical shares, Sanmei shares, Binhua shares, Lianchuang shares, Yonghe Neng and other shares rose sharply. As we all know, chemical enterprises have always been associated with words such as "traditional industries", "few hot spots" and "mediocre growth". And the current fluorine chemical plate continues to pull up, in the end is the need for transformation or hype "tuyere"? Riding on the Dongfeng of new energy vehicles, it is reported that fluorine atoms have unique properties-extremely strong electronegativity, and the fluorine chemical products produced have chemical resistance, high and low temperature resistance, aging resistance, low friction and absolute resistance.
Analysis of the daily limit of Huayi Group on September 14: industrial gases, tires, Shanghai State-owned Enterprise Reform concept Hot stocks
Securities Star data Center News, Huayi Group rose the limit to close, closing price 14.19 yuan. The stock rose by the limit at 13:12 and opened the limit four times. The closing order capital was 33.4479 million yuan, accounting for 0.13% of its current market value. In terms of capital flow data, the net inflow of main funds on the same day was 93.8096 million yuan, the net inflow of hot capital was 96.372 million yuan, and the net outflow of retail funds was 36.7474 million yuan. The capital flow in the past five days is shown in the following table: the stock is a hot stock of industrial gas, tires and Shanghai state-owned enterprise reform concept, which rose 0.06% on the day. The investment logic of the stock is as follows
On September 14, four companies announced negative results: Xiang Fenghua shareholders intend to reduce their holdings of no more than 7.99% of their shares.
Xiang Fenghua shareholders plan to reduce their holdings of no more than 7.99% of the company's shares. Changzhou Wuyuefeng Venture Capital Partnership (Limited Partnership), which holds 7987392 shares (7.99% of the company's share capital), plans to reduce its holdings in no more than 7987392 shares (no more than 7.99% of the company's total share capital) within 6 months after 15 trading days from the date of the announcement. Jiangsu Weilun, a shareholder of HTC, intends to reduce its stake by no more than 3%. HTC Xinliao announcement, holding 43159300 shares of the company (accounting for the total share capital of the company.