Track Hyper | Grace Fabric Technology turns losses into profits: benefiting from AI terminal demand.
Both Q1 of this year and the performance in 2024 have shown significant growth.
The shareholding craze for A-shares continues! In April, 34 listed companies have planned a maximum shareholding amount exceeding 0.2 billion yuan, and Petrochina's controlling shareholder plans to increase its shareholding by up to 5.6 billion yuan.
① Compile a list of 34 listed companies whose shareholding increase plans disclosed in April have a monetary limit of 0.2 billion yuan or more (with stocks attached); ② Among them, Petrochina and China National Offshore Oil Corporation rank first and second with the highest shareholding increase amounts of 5.6 billion yuan and 4 billion yuan, respectively.
The A-share market is experiencing another wave of buybacks in April! 35 listed companies have set a buyback plan with a ceiling exceeding 0.5 billion yuan, and Will Semiconductor intends to change the use of 1 billion yuan of repurchased shares to cancel
According to incomplete Statistics, in April, 35 A-share listed companies plan to repurchase a maximum amount exceeding 0.5 billion yuan (see attached table); Contemporary Amperex Technology ranks first with a planned repurchase amount cap of 8 billion yuan, while XCMG Construction Machinery has two repurchase plans within the month with a cumulative amount cap of 4.2 billion yuan, ranking second; 18 stocks announced plans to change the purpose of repurchased shares to cancellation (see attached table), among which Will Semiconductor plans to cancel 1 billion yuan of repurchased shares.
The Retirement Fund's top holdings in Q1 have been revealed! A total of 51 new stocks entered the top ten circulating Shareholders list, with Hongfa Technology having the highest market value of the holdings.
① With the disclosure of the 2025 first quarter report of listed companies, Retirement Funds entered the top ten circulating shareholders list of 51 stocks; ② Among them, Hongfa Technology has the highest market value of holdings, reaching 0.45 billion yuan; ③ Attached is the list of A-shares with a new shareholding value exceeding 0.1 billion yuan by Retirement Funds in Q1 (attached table).
Race track Hyper | Weak downstream demand: Baiwei Storage turned from profit to loss in Q1.
There is an urgent need to break through high value-added categories.
The price monopoly of Active Pharmaceutical Ingredient has been severely hit, with three pharmaceutical companies penalized and a total of 0.325 billion. Tianjin Tianyao Pharmaceuticals has been involved in four cases over four years | Brief announcement.
① Due to the establishment and implementation of a monopoly agreement on sodium dexamethasone active pharmaceutical ingredients, Tianjin Tianyao Pharmaceuticals, Jiangsu Lianhuan Pharmaceutical, and Zhejiang Xianju Pharmaceutical were collectively fined 0.325 billion yuan; ② The fines will impact the performance of each company, with the fines for Tianjin Tianyao Pharmaceuticals and Jiangsu Lianhuan Pharmaceutical accounting for 51.85% and 72.53% of their net income from last year respectively; ③ Tianjin Tianyao Pharmaceuticals has been fined four times in four years for violating the Anti-Monopoly Law, with total fines exceeding 0.17 billion yuan.
