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航天智装:2024年中报点评报告:轨道交通、航空航天、核工业三线发力,利润短期承压
CHINA DRAGON SECURITIES· 2024-08-14 05:06
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分众传媒:2024年半年报点评报告:营收增长中期分红,践行发展与回报双提升
CHINA DRAGON SECURITIES· 2024-08-13 03:20
Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook on its stock performance relative to the market index [9]. Core Views - The company has implemented a mid-term cash dividend plan, distributing 1.00 yuan per 10 shares, totaling 1.444 billion yuan, reinforcing its commitment to shareholder returns while ensuring sustainable growth [4][5]. - The company has established the largest urban lifestyle media network in China, covering approximately 300 cities domestically and around 100 major cities internationally, including locations in Southeast Asia and India [4]. - The primary revenue source for the company is its elevator media business, which accounted for 92.26% of total revenue in the first half of 2024, with a reported revenue of 5.505 billion yuan [5]. Revenue and Profit Forecast - The company is projected to achieve revenues of 12.868 billion yuan, 13.794 billion yuan, and 14.622 billion yuan for the years 2024, 2025, and 2026, respectively [9]. - The forecasted net profit attributable to the parent company is expected to be 4.873 billion yuan, 5.233 billion yuan, and 5.879 billion yuan for the same years [9]. - The report anticipates a steady growth rate for the company's main business segments, with elevator media revenue growth rates projected at 8%, 7%, and 6% for 2024 to 2026 [9]. Financial Metrics - The company reported a revenue of 5.967 billion yuan for the first half of 2024, reflecting an 8.17% increase from the previous year [5]. - The projected earnings per share (EPS) for the years 2024, 2025, and 2026 are 0.34 yuan, 0.36 yuan, and 0.41 yuan, respectively [8]. - The price-to-earnings (P/E) ratios for the years 2024, 2025, and 2026 are estimated to be 17.1, 16.0, and 14.2, indicating a favorable valuation compared to peers [9].
华龙证券:华龙内参2024年第145期,总第1704期(电子版)-20240813
CHINA DRAGON SECURITIES· 2024-08-13 02:07
偶倒 0680 (本刊物为中风险等级产品,敬请投资者参阅正文后的免责声明) 2024 年第 145 期,总第 1704 期(电子版) 2024 年 8 月 8 日 星期四 | --- | --- | --- | |----------------|--------------|-----------| | | | | | | 沪深指数 | | | | 收盘(点) | 涨跌幅(%) | | 上证指数 | 2869.83 | 0.09 | | 深证成指 | 8449.58 | -0.17 | | 中小 100 | 5416.28 | -0.28 | | 创业板指 | 1620.33 | -0.43 | | 沪深 300 | 3341.49 | -0.04 | | | 海外市场指数 | | | | 收盘(点) | 涨跌幅(%) | | 道琼斯 | 38763.45 | -0.6 | | 纳斯达克 | 16195.81 | -1.05 | | 标普 500 | 5199.5 | -0.77 | | 英国富时 100 | 8166.88 | 1.75 | | 日经 225 | 34494.36 | -1.7 | | 恒 ...
华龙证券:华龙内参2024年第146期,总第1705期(电子版)-20240813
CHINA DRAGON SECURITIES· 2024-08-13 02:07
偶倒 0680 (本刊物为中风险等级产品,敬请投资者参阅正文后的免责声明) 2024 年第 146 期,总第 1705 期(电子版) 2024 年 8 月 9 日 星期五 一、市场分析 窄幅整理,多空力量平衡 | --- | --- | --- | |----------------|--------------|-----------| | | | | | | 沪深指数 | | | | 收盘(点) | 涨跌幅(%) | | 上证指数 | 2869.9 | 0 | | 深证成指 | 8446.21 | -0.04 | | 中小 100 | 5424.16 | 0.15 | | 创业板指 | 1611.51 | -0.54 | | 沪深 300 | 3342.94 | 0.04 | | | 海外市场指数 | | | | 收盘(点) | 涨跌幅(%) | | 道琼斯 | 39446.49 | 1.76 | | 纳斯达克 | 16660.02 | 2.87 | | 标普 500 | 5319.31 | 2.3 | | 英国富时 100 | 8144.97 | -0.27 | | 日经 225 | 35440.79 ...
华龙证券:华龙内参2024年第147期,总第1706期(电子版)-20240813
CHINA DRAGON SECURITIES· 2024-08-13 02:07
偶倒 0680 (本刊物为中风险等级产品,敬请投资者参阅正文后的免责声明) 2024 年第 147 期,总第 1706 期(电子版) 2024 年 8 月 12 日 星期一 | --- | --- | --- | |----------------|--------------|-----------| | | | | | | 沪深指数 | | | | 收盘(点) | 涨跌幅(%) | | 上证指数 | 2862.19 | -0.27 | | 深证成指 | 8393.7 | -0.62 | | 中小 100 | 5399.74 | -0.45 | | 创业板指 | 1595.64 | -0.98 | | 沪深 300 | 3331.63 | -0.34 | | | 海外市场指数 | | | | 收盘(点) | 涨跌幅(%) | | 道琼斯 | 39497.54 | 0.13 | | 纳斯达克 | 16745.3 | 0.51 | | 标普 500 | 5344.16 | 0.47 | | 英国富时 100 | 8168.1 | 0.28 | | 日经 225 | 35025 | 0.56 | | 恒生指数 | ...
华龙证券:华龙内参2024年第148期,总第1707期(电子版)-20240813
CHINA DRAGON SECURITIES· 2024-08-13 02:06
Market Analysis - The market experienced a slight decline with major indices showing small losses, indicating a period of adjustment and uncertainty [3] - The total trading volume in the Shanghai and Shenzhen markets was 495.9 billion yuan, marking a decrease of 67.2 billion yuan from the previous trading day, the lowest since May 25, 2020 [3] - Pharmaceutical stocks, particularly those related to COVID-19 treatments, saw significant gains, while real estate stocks faced corrections [3] Data Insights - As of August 9, the financing balance on the Shanghai Stock Exchange was 739.82 billion yuan, a decrease of 0.49 billion yuan from the previous trading day, while the Shenzhen Stock Exchange reported a financing balance of 663.63 billion yuan, down by 1.32 billion yuan [4] Investment Advisory Perspectives - The market's low trading volume suggests that most funds are in a "lying flat" state, with severe internal competition among existing funds, leading to a weak rotation among sectors [5] - The report emphasizes a cautious approach in extreme market conditions, advising investors to wait for clearer market direction [5] Concept Highlights - The autonomous driving sector is gaining attention, with reports of WeRide seeking an IPO in the U.S., aiming to raise approximately 96 million USD [6] - The Chinese government has implemented multiple policies to support the development of intelligent connected vehicles, with significant advancements in testing and infrastructure [6] - The smart driving market is projected to reach 400 billion yuan by 2025, driven by policy support and technological advancements [6] Key News - A report from the World Health Organization indicates the spread of a highly toxic superbug, which poses serious health risks globally [7] - The C919 aircraft is on track for EU certification by 2025, with positive feedback from the European Union Aviation Safety Agency [7] Future Events Reminder - The 2024 Biopharmaceutical Innovation Expo is scheduled for August 15, focusing on the biopharmaceutical sector [9] - The 2024 Beijing World Robot Conference is set for August 21, highlighting advancements in robotics [9]
华龙内参:年内地量,情绪低迷
CHINA DRAGON SECURITIES· 2024-08-13 02:03
2024 年第 147期,总第 1706期(电子版) 为中风险等级产品,敬请投资者参阅正文后 2024 年8月12日 | --- | --- | --- | |----------------|--------------|--------------------| | | | | | | 沪深指数 | | | | 收盘(点) | 涨跌幅 (%) | | 上证指数 | 2862. 19 | -0. 27 | | 深证成指 | 8393.7 | -0.62 | | 中小 100 | 5399.74 | -0. 45 | | 创业板指 | 1595.64 | -0. 98 | | 沪深 300 | 3331.63 | -0. 34 | | | 海外市场指数 | | | | 收盘(点) | 涨跌幅 (%) | | 道琼斯 | 39497. 54 | 0. 13 | | 纳斯达克 | 16745. 3 | 0. 51 | | 标普 500 | 5344. 16 | 0. 47 | | 英国富时 100 | 8168. 1 | 0.28 | | 日经 225 | 35025 | 0. 56 | | 恒生指数 | 170 ...
华龙内参2024年第148期,总第1707期(电子版)
CHINA DRAGON SECURITIES· 2024-08-13 01:55
偶倒 0680 (本刊物为中风险等级产品,敬请投资者参阅正文后的免责声明) 2024 年第 148 期,总第 1707 期(电子版) 2024 年 8 月 13 日 星期二 沪深指数 收盘(点) 涨跌幅(%) 上证指数 2858.2 -0.14 深证成指 8373.47 -0.24 中小 100 5387.53 -0.23 创业板指 1592.39 -0.2 沪深 300 3325.86 -0.17 海外市场指数 收盘(点) 涨跌幅(%) 道琼斯 39357.01 -0.36 纳斯达克 16780.61 0.21 标普 500 5344.39 0 英国富时 100 8210.25 0.52 日经 225 35787.78 2.18 恒生指数 17111.65 0.13 收盘(点) 涨跌幅(%) 美元离岸人民币 7.1798 0.02 欧元兑美元 1.0931 -0.01 美元兑日元 147.1163 -0.05 英镑兑美元 1.2765 -0.01 期货市场 收盘(点) 涨跌幅(%) NYMEX 原油 79.56 -0.62 COMEX 黄金 2515.4 0.46 综合铜 03 9010 -0.18 COM ...
华龙内参2024年第147期,总第1706期(电子版)
CHINA DRAGON SECURITIES· 2024-08-13 01:49
偶倒 0680 (本刊物为中风险等级产品,敬请投资者参阅正文后的免责声明) 2024 年第 147 期,总第 1706 期(电子版) 2024 年 8 月 12 日 星期一 沪深指数 收盘(点) 涨跌幅(%) 上证指数 2862.19 -0.27 深证成指 8393.7 -0.62 中小 100 5399.74 -0.45 创业板指 1595.64 -0.98 沪深 300 3331.63 -0.34 海外市场指数 收盘(点) 涨跌幅(%) 道琼斯 39497.54 0.13 纳斯达克 16745.3 0.51 标普 500 5344.16 0.47 英国富时 100 8168.1 0.28 日经 225 35025 0.56 恒生指数 17090.23 1.17 收盘(点) 涨跌幅(%) 美元离岸人民币 7.177 0 欧元兑美元 1.0916 0 美元兑日元 146.971 0.25 英镑兑美元 1.2755 -0.02 期货市场 收盘(点) 涨跌幅(%) NYMEX 原油 76.88 0.05 COMEX 黄金 2467.2 -0.25 综合铜 03 8828 -0.43 COMEX 白银 27.42 ...
华龙内参2024年第146期,总第1705期(电子版)
CHINA DRAGON SECURITIES· 2024-08-13 01:48
偶倒 0680 (本刊物为中风险等级产品,敬请投资者参阅正文后的免责声明) 2024 年第 146 期,总第 1705 期(电子版) 2024 年 8 月 9 日 星期五 一、市场分析 窄幅整理,多空力量平衡 沪深指数 收盘(点) 涨跌幅(%) 上证指数 2869.9 0 深证成指 8446.21 -0.04 中小 100 5424.16 0.15 创业板指 1611.51 -0.54 沪深 300 3342.94 0.04 海外市场指数 收盘(点) 涨跌幅(%) 道琼斯 39446.49 1.76 纳斯达克 16660.02 2.87 标普 500 5319.31 2.3 英国富时 100 8144.97 -0.27 日经 225 35440.79 1.75 恒生指数 16891.83 0.08 货币市场 收盘(点) 涨跌幅(%) 美元离岸人民币 7.1839 -0.01 欧元兑美元 1.0914 -0.05 美元兑日元 147.3088 0.02 英镑兑美元 1.2742 -0.05 收盘(点) 涨跌幅(%) NYMEX 原油 76.14 -0.07 COMEX 黄金 2463.8 0.02 综合铜 03 ...