China Chengtong accelerates the integration of its papermaking business. Yueyang Forest & Paper plans to "recover" old assets for 1.28 billion.
① China Chengtong integrates the papermaking business, mcc meili cloud computing industry investment and yueyang forest & paper are both taking action; ② yueyang forest & paper plans to acquire a pulp company that was divested years ago for 1.28 billion cash; ③ the symbol has had stable profits in the past two years, while yueyang forest & paper's operation continues to be under pressure; ④ the symbol was divested by yueyang forest & paper in 2015 due to poor performance.
After an announcement shook the market, shandong chenming paper's stock price dropped significantly in both A and H shares today, with many banks stating that there is currently no crediting cooperation.
①Affected by relevant news, today both A and H shares of Shandong Chenming Paper opened with significant declines. ②As a star enterprise in Shandong, Shandong Chenming Paper has been a key public relations and investment target of banks. ③Several banking professionals have told Caixin that they currently have no crediting cooperation with Shandong Chenming Paper. Some cooperating banks still maintain exposure, which is continuously decreasing.
"Is life as fragile as paper"? Products have dropped in price, debts have defaulted, and the former leading company shandong chenming paper has stopped production on a large scale. | Speed announcement
① Shandong Chenming Paper has 2.394 billion in overdue debts, with over 70% of its production capacity restricted; ② The company attributes its difficulties to industry shocks, but its performance has significantly lagged behind competitors; ③ The company's production halt has led to a shortage of white cardboard, which may help boost the market for white cardboard; ④ Besides papermaking, the company also has a considerable scale of financing leasing business; ⑤ As early as 2023, its financing leasing business has already faced a crisis.
Refrigerant leader zhejiang juhua: Some products in Q4 have stabilized and stopped falling, opportunities outweigh challenges next year | Directly hit the earnings conference
①It is expected that refrigerant prices will rebound comprehensively in Q4, while non-refrigerants will stabilize; ②Look optimistically at next year's performance prospects, highlighting the coexistence of opportunities and challenges; ③Next year, the upward trend of refrigerants is strong, and the competitive landscape has improved somewhat; ④Non-refrigerants are still in surplus, but the risks of a large decline over the past two years have been released.
Regera Life once again takes action on China Longyuan Power's H shares, making it the 12th time this year that insurance funds have disclosed holdings in listed companies, reaching a nearly 4-year high in frequency.
①The source of the stakeholding funds is from own funds account, universal and bonus account insurance liability reserve; ②As of November 1st, insurance companies have conducted a total of 12 stakeholdings this year, holding stakes in 11 listed companies; ③Insurance companies frequently hold stakes, which is related to the adjustment of investment strategies by insurance assets under the background of new accounting standards.
The proportion of wind power installed capacity has increased, gcl energy technology's net income in Q3 increased by 20% year-on-year|interpretations
①In the first three quarters of this year, the proportion of wind power installed capacity of the company to the total installed capacity of power generation further increased to 57.81%; ②The demand for energy storage is growing, prices are falling, and it has shifted from single product or technology competition to competition of comprehensive capabilities.