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[转帖] just!A -share counterattack, foreign capital suddenly started!Gree broke out in the early morning, what was the situation?The latest voice of the Chinese Embassy in the United States

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发表于2024-03-03 19:28:38 | 只看该作者 回帖奖励 |倒序浏览 |阅读模式
    

    Just now,breaking news website a big counterattack.

    Today's A -share played a big counterattack, and the Shanghai Index lost 2900 points.As of press time, the Shanghai Stock Exchange Index rose 0.6%, the Shenzhen Stock Exchange Index rose 1.2%, the GEM index rose 1.9%, and FTSE China A50 index futures increased to 1%.It is worth noting that when the Shanghai Index fell at 2,900 points in the early morning of this morning, there was a wave of buying a wave of funds in the north. As of press time, the net inflow of funds in the north direction exceeded 2 billion yuan.

    In terms of individual stocks, Gree Electric again swipes the screen. At more than 1 am on December 21, Gree Electric suddenly issued two announcements, one was 2023, and the other was a supplementary announcement for the transaction of Gree Titanium shares.EssenceAt this point, it is rare to issue an announcement.Affected by this, Gree Electric's stock price once rushed up today, with a maximum increase of more than 3%, and then fell.

    Another noteworthy news is that the United States has "black hands" again.On December 21, the reference news quoted Reuters reported on December 19 that according to the US government's announcement on Tuesday, the United States has included 13 companies in China that cannot be checked by China that cannot be checked and received the entity of US exports.Liu Pengyu, a spokesman for the Chinese Embassy in the United States, issued a statement saying that the United States has been a generalized concept of national security and adopting discrimination and unfair practices for Chinese -specific enterprises to politics and weapons of economic and trade issues.It is another example to include Chinese enterprises in the "unbelievable list".

    A -share big counterattack

    In the early morning, the Shanghai Index fell below 2900 points. Subsequently, the two markets of collective counterattacks and three major indexes turned red. Driven by the heavy stocks such as Ningde Times and Sunshine Power, the GEM index rose, and the Shanghai Index recovered 2,900 points.As of press time, the Shanghai Stock Exchange Index rose 0.6%, the Shenzhen Stock Exchange Index rose 1.2%, and the GEM index rose 1.9%.In addition, the increase in FTSE China A50 Index Futures has continued to expand to 1%, and the early trading fell 0.5%.

    On the market, the new energy track stocks launched a counterattack, and the direction of photovoltaic led the rise. Gudewei rose over 11%. Oujing Technology, Deye shares, and Beigoli rose daily limit. Longji Green Energy rose nearly 5%.

    The food and beverage sector has also performed. The increase in wine stocks has risen. Huangtai's wine industry and Weilong shares rose daily limit. The alcoholic wine rose 7%.

    Real estate also recovered, Jinke's stock daily limit, Dalong Real Estate, Shangshi Development, Rongsheng Development, Jingneng Real Estate, etc. increased.

    On the news, on December 20, it was reported that the Longhu Group repaid the 2 billion Hong Kong dollars loan on the same day. The total loan of the dealer was 15.3 billion Hong Kong dollars, which expired in January 2024.Earlier, Longhu Group has repaid 13.3 billion Hong Kong dollars in advance. After the repayment, the loan has been repaid in advance in 2023.This move undoubtedly conveyed positive signals to the market.

    It is worth noting that when the Shanghai Index fell at 2,900 points in the early morning of this morning, there was a wave of buying a wave of funds in the north. As of press time, the net inflow of funds in the north direction exceeded 2 billion yuan.

    Standing at the current point, foreign banks have spent their voice optimistic about A shares.Recently, mainstream foreign -funded institutions including Goldman Sachs, Nomura, Morgan Stanley and other mainstream foreign -funded institutions in the A -share market in 2024 believe that next year A shares are expected to be extremely close, among which the valuation repair factors have attracted many foreign capital attention.

    Among them, Gao Ting, the general manager and chief strategy analyst of Nomura Eastern International Securities Research Department, said that it is expected that the market will have room for upward in the next 12 months. On the one hand, the valuation repair and the improvement of profit.

    Liu Jinjin, the chief Chinese stock strategist of Goldman Sachs Research Department, has been cautious and optimistic about the Chinese stock market. It is believed that the improvement of the economic situation is expected to promote corporate profits to rise. Because the valuation of A shares is at a historical low, it has maintained a "high -match" position on A shares.

    Liu Rui, the proposed chief multi -asset investment officer of Berlaide Caixin Finance Company, pointed out that looking forward to the first half of 2024, both A shares and Hong Kong stocks have relatively good allocation opportunities.Regardless of the horizontal or vertical comparison, the valuations of the two markets are currently at a lower level.

    Gree's early morning announcement

    At 1:30 am on December 21, Gree rarely released the 2023 performance forecast.

    The performance forecast shows that Gree Electric estimates that the net profit attributable to the mother in 2023 is 27 billion to 29.3 billion yuan, a year -on -year increase of 10.2%to 19.6%; the total operating income is 205 billion to 210 billion yuan, and the same period of the previous year was 190.151 billion yuan; basicallyThe income per share is 4.82 yuan/share ~ 5.23 yuan/share, and the same period last year was 4.43 yuan/share.

    Gree said that in 2023, the company's operating performance was stable and upward, and revenue and profits increased compared to the same period last year.The company always focuses on the main business of air conditioning, adheres to the guidance of consumers, enriches product categories, and actively expand sales channels. At the same time, the company continues to carry out industrialized transformation and continues to make effortsMore leading technologies provide growth momentum for performance.

    On the early morning of the 21st, Gree Electric's stock price rose, and the highest increase in the market exceeded 3%, and then fell.As of press time, Gree Electric's stock price was reported at 31.21 yuan, an increase of 1.33%, with a total market value of 175.8 billion yuan.

    At the same time, Gree also issued another announcement "Supplementary Announcement on Foreign Investment and Related Transactions" in the early morning of December 21.

    Regarding the increase in holding Gree Titanium shares, Gree Electric explained that in order to accelerate the implementation of the company's green energy strategy, the company intends to increase holding holdings of the holding subsidiary Gree Titan New Energy Co., Ltd.In the company, the company strengthened the management and control of Gree Titanium, giving full play to the synergy effect of both parties, reducing the cost of internal management, and actively and proactively cope with the rapid development and change of the new energy industry.

    On December 19, Gree Electric announced that it intends to transfer 24.54%of Gree Titanium for 1.015 billion yuan.On December 20, Gree Electric's stock price fell 7.09%, and the total market value evaporated by more than 13 billion yuan.In the online investment forum, investors generally have dissatisfied with this transaction.

    Calculated according to the amount of the proposed acquisition of Gree Electric's announcement, Gree Titanium's overall valuation does not exceed 4.06 billion yuan, and the overall valuation given by the Gree Electric Plan to acquire Zhuhai Yinlong New Energy Co., Ltd. (Gree Titanium before)Compared with Yuan, the valuation has fallen by nearly 70%.

    According to the announcement, Gree's total assets in 2022 were 25.024 billion yuan, total liabilities were 24.786 billion yuan, and net assets were only about 238 million yuan; Gree's revenue was 2.587 billion yuan, and its net loss reached 1.905 billion yuan.

    In the first half of this year, Gree Titanium's performance improved. The company achieved operating income of 1.44 billion yuan, operating profit-142 million yuan, and net profit-1.71 billion yuan.

    However, Gree Electric prompts in the announcement that although the operating situation of Gree titanium has continued to improve, its operations may still be subject to the historical factors left by the original major shareholder company's governance and operation.The influence of competition in the new energy industry.At the same time, Gree Titanium needs to continue to develop markets and maintain high R & D investment. Related investment may also have a certain impact on Gree's operating performance.

    The United States has "black hands" again

    On December 21, the reference news quoted according to Reuters reported on December 19 that according to the US government's announcement on Tuesday, the United States has included 13 companies in China that cannot be checked by China that cannot be checked and received the entity list of US exports.

    It is reported that when the US export control officials cannot complete on -site inspections to determine whether they can trust these companies and receive technology and other products from the United States, these companies will be included in the "unwritten list".The inspection of Chinese companies in the United States needs to be approved by the Ministry of Commerce of China.

    It is required to conduct an additional due diligence to the US exporters before they can be shipped to the company on the list, and may need to apply for more licenses.This list is equivalent to the "alert flag".

    After the United States took the above measures on Tuesday, Liu Pengyu, a spokesman for the Chinese Embassy in the United States, issued a statement saying that the United States has always been a generalized national security concept, adopting discrimination and unfair approach to Chinese specific enterprises, politically and trade issues, weapons and weapons of economic and trade issues, weaponschange.It is another example to include Chinese enterprises in the "unbelievable list".

    According to the Biden government's policy, if the foreign government prevented U.S. officials from conducting on -site inspections on the company that did not verify the unqualified list, Washington will start the procedure of a more restricted "entity list" after 60 days.

    Original title: "Just now!A -share counterattack, foreign capital suddenly started!Gree broke out in the early morning, what was the situation?Latest Voice of the Chinese Embassy in the United States "


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