Market rotation between high and low speeds up! The new energy fund track collectively warms up, and the direction of mergers and reorganizations favors the strong.

Track the entire lifecycle of the main sector.

cls.cnOct 23 21:21 ET

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.

cls.cnOct 18 01:13 ET

Sany Heavy Energy: Overseas orders are expected to maintain high growth this year, with the wind turbine manufacturing sector poised for "volume increase with stable prices" in the second half. | Directly targeting the earnings conference

①The company's secretary Zhou Likai said that in the second half of the year, the construction of wind farms will be accelerated. Compared to the first half of the year, the company will speed up grid connection and transfer pace in the second half of the year; ②Sany Heavy Energy disclosed that currently, overseas orders are mainly from surrounding Belt and Road Initiative countries, and at the same time, there are numerous project negotiations, with prospects for breakthroughs in more countries in the future.

cls.cnSep 27 04:42 ET

The industry's installed capacity has increased, Sany Heavy Industry's H1 revenue has increased by 30% year-on-year, but the decrease in the number of wind farms sold has led to a decrease in net profit.

1. In terms of profitability, the company's overall gross margin is 16.01%, a 4.82 percentage point increase from the second half of last year, mainly due to a significant increase in the gross margin of wind turbine sales and effective control of costs and expenses; 2. The income from wind turbines and accessories is 4.917 billion yuan, a year-on-year increase of 68.10%. Among them, domestic onshore wind turbines' external sales capacity is 3.3GW, a 121% year-on-year increase.

cls.cnAug 29 22:53 ET

Gross margin halved and investment income is poor luoyang xinqianglian slewing bearing H1 turned to a loss|interpretations

①The revenue declined year-on-year, the investment target's stock price fell, and the assets shrank. Luoyang Xinqianglian, a former star stock in the wind power industry, reported even greater losses in the interim report compared to the first quarter. ②In response, the company stated that it will further increase research and development for new product technologies, and deepen its market expansion and optimize supply chain management.

cls.cnAug 29 09:56 ET

The Beijing Stock Exchange 50 fell more than 1%, the three A-share indices turned red, new energy collectively strengthened, and Hengrun shares fell to a standstill

On the A-share market, sectors such as trade, small metals, auto parts, lithium ore, and electricity registered the highest gains, while sectors such as food, traditional Chinese medicine, precious metals, and port shipping registered the highest declines.

wallstreetcnDec 5, 2023 20:55 ET