Wanliyang (002434) Comment on Important Issues: Joining Bosch to Transform Technology Advantages On the afternoon of January 15, 2020, the company announced that it had signed a “strategic cooperation agreement” with Bosch Transition Technology Co., Ltd., and the two parties reached an agreement on cooperating in the development and promotion of CVT technologies and products…
Hengli Hydraulics (601100) Semi-annual Report Comment: Steady Growth in Performance and Significant Improvement in Cash Flow Key points of investment: The company disclosed the semi-annual report, and the company realized revenue in the first half of 201927. 9.3 billion, an annual increase of 29. 05%, realizing net profit attributable to mother 6. 7.1 billion, an…
Jinshi Resources (603505): Fluorite volume and price both increased 1H2019, net profit attributable to mother increased substantially by 161% 1H2019 realized net profit attributable to mother 1.110,000 yuan, an increase of 160 in ten years.67%.The company announced 1H2019 to achieve operating income3.580,000 yuan, an increase of 62 in ten years.77%; net profit attributable to mothers1.110,000…
Industrial and Commercial Bank of China (601398): Solid asset quality, optimistic about its continued competitiveness, continue to recommend H shares Investment Highlights Quarterly Highlights: 1. The asset quality continued to improve, and the net generation of non-performing annualization in the single quarter continued to decrease and remained low. The third quarter decreased by 6bp to…
Beijing New Building Materials (000786): Contrarian growth potential Key points of the report Event description BeiJing Materials released its 2018 annual report: It achieved operating income of 125 in 2018. 65 ppm, an increase of 12 in ten years. 5%, attributable net profit of 24. 66 ppm, a five-year increase of 5. 2%. Incident Comment…
Xishan Coal and Electricity (000983): Group Assets Restructuring Shanxi National Reform Accelerates Catalytic Transformation and Promotion Company profile: There are synergistic advantages of coal and coke integration, and performance continues to grow.The company is a leading company in the coking coal industry. In the past 5 years, the coal + coke revenue accounted for more…
Tiankang Bio (002100) tracking report: Where does the company ‘s high certainty come from? The company’s pig breeding layout is mainly Xinjiang, and it gradually 深圳桑拿网 expands to Henan and Gansu. The location advantage is obvious, and the deterministic displacement of the slaughter is expected. It is estimated that 840,000 / 1.8 million / 2.5…
Tibet’s Everest (600338) Annual Report Comments: Drought Disaster in Tajikistan Slows Down Salt Lake Project Net profit attributable to mother 9.01 billion, down 19 a year.12% of the companies released their annual report for 18 years on April 28: they achieved operating income of 20 in 18 years.46 trillion, down 17 a year.04%; realized net…
Gloriad (002821) Annual Report Commentary Report: Rapid Performance Growth Breaks Through One-Stop Service Provider Strategy Advancement Is Worth Looking Forward 2018 performance increased by 25. 49%, is expected to continue a good development trend The company announced the 2018 annual report: revenue 18. 35 ppm, an increase of 28 in ten years. 94%; net profit…
New Classic (603096): The main business of fine operation is stable Performance summary: The company announced the third quarter report of 2019, and achieved revenue in the first three quarters of 20196. 9 ‰, an annual increase of 3%, net profit attributable to mothers 2 ‰, 7% increase, non-net profit attributable to mothers1. US $…