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.
Trump plans to charge docking fees for China CSSC? Executives in the U.S. industry oppose it unanimously: it harms both others and oneself!
① President Trump plans to charge fees for Ships that are built in China or fly the Chinese flag docking at USA ports in order to revive the USA shipbuilding Industry; ② however, senior executives in the USA shipping Industry believe this move could backfire, harming domestic Ship operators, seaports, exporters, and job opportunities; ③ Trump's plan may impact many Industries in the USA, such as manufacturing, mining, and Agriculture.
china cssc Q3 net profit plummeted by 57%! Active institutional funds fled after the announcement of the merger of the two ships|interpretations
① China CSSC achieved revenue of 20.152 billion yuan in Q3, a year-on-year increase of 5.35%; net income of 0.858 billion yuan, a year-on-year decrease of 57.26%; ② Compared to September 2nd before the announcement of the merger of the two ships, by the end of September, shareholders of the company, including northbound funds, civil-military integration industry investment fund, and Citic Sec Chongfeng single asset management plan, have all reduced their positions.
Long-serving senior executive of lepu medical technology resigns, can the second generation successor stop the decline in performance? | Express announcement
①Tonight, lepu medical technology announced that General Manager Zhang Zhibin and Deputy General Manager Zheng Guorui resigned, and the Chairman's daughter Pu Fei took over as General Manager, with a "sea turtle elite" background; ②Starting from 2023, lepu medical technology's performance has declined for several consecutive quarters, and the market cap has dropped by one quarter compared to its peak period.
The increase in ship prices combined with low raw material prices gradually reveals the shipyard's profits. China CSSC Jiangnan Shipbuilding's order schedule has reached 2028 | Company research.
① Jiangnan Shipbuilding's handheld order continues to increase, reaching 100 vessels by September, and currently, the new civilian ship orders are basically scheduled until 2028; ② The price of the 0.015 million TEU container ship market has increased by another 10% compared to last year, with tight supply and demand as the main reason; ③ Jiangnan Shipbuilding is reducing costs through initiatives such as storage supply chain reform and plans to double production capacity.
Two shipbuilding stocks with market caps of hundreds of billions will undergo restructuring! china cssc plans to merge with china shipbuilding industry.
①The method of this merger is that China CSSC plans to issue A-share stocks to all shareholders of China Shipbuilding Industry for stock-for-stock absorption and merger. ②As of today's close, the total market value of China CSSC is 156.1 billion yuan, and the total market value of China Shipbuilding Industry is 113.6 billion yuan.