Up nearly 10%! Taiwan Semiconductor's performance is better than expected across the board. AI may still be one of the clearest main themes in the market.
①TSMC's stock in the US surged nearly 10%, closing at a record high of $205 per share. TSMC previously announced its third-quarter financial report, with all indicators stronger than expected, and also raised its performance guidance. ②Guosheng Securities' research report pointed out that AI computing power is still one of the clearest main themes in the market in the present and even in the next two to three years, and the trend of industrial development has already taken shape.
Huasheng Lithium Battery plans to invest about 40 million yuan in Purcell to strengthen silicon-carbon anode materials.
①Hua Sheng Lithium focuses on anode material as a new growth point, with the first phase of the 0.2 million tons per year low-energy high-performance lithium battery anode material project currently under construction, and silicon-carbon composite anode materials have been sent to customers for sampling. ②Currently, several anode material companies have seen a quarter-on-quarter increase in net income attributable to the parent company in the second quarter. Compared to other lithium battery materials, the clearance of anode materials may start earlier.
Shandong Dongyue Organosilicon Materials' performance has grown against the trend. Will it see improved profits in the second half of the year? | Interpretations.
①In the first half of the year, Shandong Dongyue Organosilicon Materials achieved a revenue of 2.737 billion yuan, a year-on-year growth of 10.21%; net income attributable to shareholders was 65.2173 million yuan, a year-on-year growth of 134.05%; ②Since the beginning of this year, the organosilicon industry has continued to slump, with average prices in the first half of the year falling by about 8% compared to the same period last year. ③Organosilicon is about to enter the traditional peak demand season, coupled with the good overseas demand this year, the profitability of organosilicon companies may improve.
Shandong Dongyue Organosilicon Materials Co., Ltd. (SZSE:300821) Stock Most Popular Amongst Public Companies Who Own 58%, While Individual Investors Hold 25%
Chinese Shares Extend Slide; Three First-Time Listers Post Strong Gains
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,