Dong Jian Yan Bao
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金石资源分析师会议-2025-03-18
Dong Jian Yan Bao· 2025-03-18 01:05
Investment Rating - The report does not explicitly state an investment rating for the mining industry or the specific company being analyzed [1]. Core Insights - The company is planning to start production in Mongolia around mid-April 2025, initially processing raw ore into a 40% grade intermediate product for domestic sales, followed by the production of fluorite powder once the beneficiation plant is operational [18][19]. - Recent price trends indicate a slight increase in the price of acid-grade fluorite powder in southern regions, with prices rising by approximately 100-150 CNY per ton, reaching between 3,700 and 3,850 CNY depending on quality [19]. - The company aims to produce between 500,000 to 600,000 tons of fluorite powder in 2024, with a product structure consisting of approximately 30% high-grade block ore and 70% acid-grade fluorite powder [23]. Summary by Sections 1. Basic Research Information - The research was conducted on Jinshi Resources in the mining industry on March 4, 2025, with participation from various asset management and investment firms [13]. 2. Detailed Research Institutions - The research involved multiple institutions including Caixin Fund, Taikang Asset, and Yinhua Fund, among others, with representatives from these institutions participating in the discussions [14]. 3. Research Institution Proportions - The report does not provide specific data on the proportions of research institutions involved [16]. 4. Main Content Information - The company is focused on enhancing the quality of low-grade fluorite powder through the construction of a new beneficiation line, which is expected to improve production efficiency and reduce costs over time [22]. - The company has acknowledged an increase in its asset-liability ratio due to new projects and bank loans, but emphasizes that the actual value of its assets, particularly mining rights, is significantly higher than what is reflected on the balance sheet [24][25]. - The company is exploring strategies to balance pricing and market dynamics between its fluorite powder production and downstream hydrogen fluoride production [27].
洞见研报安必平分析师会议-2025-03-18
Dong Jian Yan Bao· 2025-03-18 01:04
安必平分析师会议 调研日期:2025年03月12日 调研行业:医疗器械 参与调研的机构:清和泉资本、相聚资管、建信基金、国金基 金、中信证券资管等 / | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | 颜的集团 | | | 例体位次数 4 | 24/40 33 | | FININ EXIAN, BENN, LEWI | | | 極力集团 | | | · 例计以上的 8 | 品机构管 23 | 调研基本情况 调研对象:安必平 所属行业:医疗器械 接待时间:2025-03-12 上市公司接待人员:董事 ...
沃尔德分析师会议-2025-03-18
Dong Jian Yan Bao· 2025-03-17 23:30
沃尔德分析师会议 调研日期:2025年03月14日 调研行业:通用设备 参与调研的机构:熵盈基金、睿智基金、翊安投资、财通证券资 产、国证资管等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序,了解最新的:行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START ...
埃夫特-U分析师会议-2025-03-18
Dong Jian Yan Bao· 2025-03-17 23:30
调研行业:通用设备 参与调研的机构:宁银理财、泰信基金、中略投资、国信资管、 海通资管等 / 机构调研pro小程序 DJvanbao.com 埃夫特-U分析师会议 调研日期:2025年03月13日 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序,了解最新的:行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START ...
慧翰股份分析师会议-2025-03-18
Dong Jian Yan Bao· 2025-03-17 23:30
Investment Rating - The report does not explicitly state an investment rating for the communication equipment industry or the specific company being analyzed [1]. Core Insights - The company has achieved significant milestones in the eCall sector, being one of the few domestic enterprises with comprehensive certifications, including the first EU eCall certification in 2019 and compliance with UN-R144 standards [20][21]. - The introduction of the national standard AECS is expected to create a substantial market opportunity, as all passenger vehicles sold domestically will be required to install eCall systems, leading to increased competition and innovation in the industry [20][21]. - The company has developed products with 5G and V2X capabilities, anticipating that demand for these products will rise as government policies and investments in related infrastructure are implemented [21]. - The company’s product range includes both passenger and commercial vehicles, with a focus on passenger vehicles due to their larger market size and higher technical complexity [21][22]. Summary by Sections 1. Basic Research Information - The research was conducted on Huihan Co., Ltd., a company in the communication equipment sector, on March 14, 2025 [13]. 2. Detailed Research Institutions - Various investment institutions participated in the research, including Nord Fund, LCRICH Capital, Mingya Fund, Ping An Securities, and Morgan Fund [14][15]. 3. Research Institution Proportions - The report does not provide specific data on the proportions of research institutions involved [18]. 4. Main Content Information - The company has successfully expanded its eCall product certifications to multiple countries, including the EU, UK, UAE, Japan, and others, and has established partnerships with major automotive manufacturers [20]. - The eCall system is recognized as a critical automotive safety feature, with stringent technical requirements for reliability and performance under extreme conditions [22]. - The company is among the first to receive the new generation NG eCall certification from the EU, which enhances data transmission capabilities and network compatibility compared to previous versions [22][23].
灿勤科技分析师会议-2025-03-18
Dong Jian Yan Bao· 2025-03-17 23:30
灿勤科技分析师会议 调研日期:2025年03月12日 调研行业:通信设备 参与调研的机构:民生证券、华创证券、申万证券、中泰证券、 中金证券等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序,了解最新的:行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START S ...
赛分科技分析师会议-2025-03-18
Dong Jian Yan Bao· 2025-03-17 23:30
赛分科技分析师会议 调研日期:2025年03月14日 调研行业: 参与调研的机构:华西证券策略会、创元期货、光大证券、华西 证券、一典资本等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序,了解最新的:行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SH ...
石基信息分析师会议-2025-03-18
Dong Jian Yan Bao· 2025-03-17 23:30
石基信息分析师会议 调研日期:2025年03月17日 调研行业:软件开发 参与调研的机构:伯利恒资产、工银瑞信、民生证券等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序,了解最新的:行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD ...
联芸科技分析师会议-2025-03-18
Dong Jian Yan Bao· 2025-03-17 23:30
调研行业: 参与调研的机构:上海承霖投资、华夏基金、中信证券、广发基 金、华泰证券等 / 机构调研pro小程序 联芸科技分析师会议 调研日期:2025年03月04日 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序,了解最新的:行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHI ...