Brokerage morning meeting highlights: Countermeasures against tariffs boost Shenzhen Agricultural Products Group prices, the planting chain directly benefits.
At today's Brokerage morning meeting, CITIC SEC believes that countermeasures against tariffs boost the prices of Shenzhen Agricultural Products Group, which directly benefits the planting chain; HAITONG SEC proposed a bullish view on the relative yields of the Banks Sector in April; Galaxy Securities stated that it focuses on Gold and countermeasures against rare earths.
The "breeding heat" has led to an increase in piglet prices, listed pig companies are increasing piglet sales, and pasture companies are emerging丨Industry dynamics.
① Recently, the price of piglets has risen for three consecutive weeks, leading listed pig enterprises to increase piglet sales; ② Currently, breeding sows are being concentrated in listed pig enterprises and group pig enterprises, while smallholders mainly focus on piglet fattening and secondary fattening, and free-range farming companies are on the rise.
The 2024 Net income is expected to turn from loss to profit. Yueyang Forest & Paper "intensively" acquires old assets to enhance performance | Interpretations
① Yueyang Forest & Paper expects to turn from a loss to a profit in net income for 2024, boosted by the performance of Juntao Technology, which was acquired in late December last year; ② Affected by weak overall market demand, the company's paper product sales volume is expected to decline year-on-year in 2024, and the sales prices of paper products have decreased compared to the same period last year.
Beijing Qianjing Landscape continues to incur losses after diversifying into photovoltaic sectors, with subsidiary performance commitments not met for two consecutive years | Interpretations
① The company anticipates achieving a net income attributable to shareholders of the listed company of -0.1 billion yuan to -50 million yuan in 2024. ② The target company has seen its performance commitments fail for two consecutive years, the current cyclical impact on photovoltaics is still ongoing, and it remains difficult to determine a turning point in the short term.
Review of the A-share consecutive board leaders in 2024: Hainan Shuangcheng Pharmaceuticals and Guangdong Songfa Ceramics both achieved 14 consecutive boards, ranking first. Daqian Ecology & Environment Group and three other stocks followed closely with 1
① The 2024 A-share market has officially closed, with a number of stocks experiencing consecutive gains, among which Hainan Shuangcheng Pharmaceuticals and Guangdong Songfa Ceramics had the most days of consecutive price increases at 14; ② Attached is the ranking of the number of consecutive price increases of A-share listed companies in 2024 (attached table).
China Chengtong accelerates the integration of its papermaking business. Yueyang Forest & Paper plans to "recover" old assets for 1.28 billion.
① China Chengtong integrates the papermaking business, mcc meili cloud computing industry investment and yueyang forest & paper are both taking action; ② yueyang forest & paper plans to acquire a pulp company that was divested years ago for 1.28 billion cash; ③ the symbol has had stable profits in the past two years, while yueyang forest & paper's operation continues to be under pressure; ④ the symbol was divested by yueyang forest & paper in 2015 due to poor performance.