October 20, 2024 03:15 PM GMT M Update Shenzhen Inovance Technology | Asia Pacific 3Q24 Prelims – Revenue In-line; Core Earnings Miss Reaction to earnings Weakens our investment thesis Modest shortfall Modest revision lower Impact to our investment thesis Financial results versus consensus Impact to next 12-month consensus EPS Key Takeaways 3Q revenue was up 15%-25% y-y, midpoint of Rmb9.2bn (+20% y-y) was in-line with MSe and consensus, as NEV powertrain business was the key growth driver... Automation and ...

政策持续落地，重视数据要素与信创产业 20241021 摘要 | --- | --- | |-------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | • | 上周市场表现强劲，指数上涨 ...

每周一早上的观点汇报那我是今天的主讲人华尚计算技术医生也是吴明远那下面的话呢我们分几部分介绍一下我们对于当前计算机的一个观点那大家看到的我们本周的这个主题呢是政策随遇落地重视数据要素和新创产业那我们的话呢也分为几个部分来介绍一下我们本周的一个核心观点那首先的话呢我们看一下就是当前我们对于市场的一个判断那么看到的话呢 上周指数是上涨了11.15个百分点那是显著跑赢了创业版的4.49个百分点和上周指数的1.36个百分点那板块涨幅前三的分别是认识形态科技和影子企业板块跌幅前三的是保险软件科研智慧和SDTV那我们看到的话 整个科技板块尤其是在周四在总书记在合肥调研之后提到的这个科技打头仗这样的一个一个表示之后呢科技板块是明显迎来了一个快速的拉伸那我们也是建议呢一定要重点和核心关注板块的一个景气赛道那我们看到呢 呃本周的话呢这个计算机板块的整个指数呢也已经啊这个呃从从从年初以来呢也已经上红啊整体来说上涨了6.9亚克百分点啊居于板块的第14名啊从道尔第一啊啊道尔第一第二啊已经显著的回来了 那目前来看的话呢这个货币政策和财政政策呢也已经陆陆续续的在出台那计算机板块呢是和这个既和政府啊这个下游这个政府客户的关系非常紧密啊另外 ...

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更多一手调研纪要和研报数据加V：shuinu9870 更多一手调研纪要和研报数据加V：shuinu9870 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 更多一手调研纪要和研报数据加V：shuinu9870 更多一手调研纪要和研报数据加V：shuinu9870 更多一手调研纪要和研报数据加V：shuinu9870 M Update | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： M Update China Property | Asia Pacific October 14, 2024 02:38 PM GMT Weekly Database Tracker #40 shuinu9870 Weekly primary unit sales were -16.5% YoY and +81% WoW. Weekly secondary unit sales were +32% YoY and +457% WoW. The total sell-through rate was 66% last week. Note that the large WoW increase was partially due to ...

添加剂出口数据-9 月更新 氨基酸：2024 年 1-9 月赖氨酸酯和赖氨酸盐出口量为 81.5 万吨，同比增长 17.2%； 2024 年 1-9 月其他氨基醇酚、氨基酸酚等（苏氨酸）出口量为 53.5 万吨，同比 增长 31.2%。2024 年 9 月赖氨酸酯和赖氨酸盐出口量为 9.7 万吨，同比增加 17.2%，环比增加 15.4%；9 月份其他氨基醇酚、氨基酸酚等（苏氨酸）出口量 为 5.7 万吨，同比增长 6.9%，环比增加 1.4%。 维生素：2024 年 1-9 月维生素总出口量为 30.3 万吨，同比增长 15.9%；2024 年 1-9 月维生素 E 出口量为 8.2 万吨，同比增长 32.6%；2024 年 1-9 月维生素 A 出口量为 4112 吨，同比增长 31.2%。其中，2024 年 9 月份维生素出口量为 3.1 万吨，同比增长 7.8%，环比减少 11.3%；9 月份维生素 E 出口量为 1.0 万 吨，同比增长 41.4%，环比增长 2.9%；9 月份维生素 A 出口量为 547 吨，同比 增长 61.6%，环比减少 7.2%。 代糖：2024 年 1-9 月三氯蔗糖总出口 ...

M Update Container Shipping | Asia Pacific October 13, 2024 03:40 PM GMT Data NOW: SITC vs. 4.4k TEU Containership TC Rates SITC's competitors charter in capacity to provide services. Thus, we believe SITC's share price performance is positively correlated with vessel timecharter rates. Key Takeaways 4.4k TEU containership timecharter rate rose 0.5% WoW to US$52k/day. Click here for access Exhibit 1: SITC share performance vs. 4,400 TEUs timecharter rate SITC share performance vs. 4,400 TEU timecharter rate ...

Hello, everyone. Welcome to the program. I'm Shen Han from Guolian Qihuo. Today is Friday, October 18th. A very fast week. But on Friday, it was supposed to be a split line between workday and weekend. But we will find that today's board seems to have a split line, right? That is to say, this morning, if we look at the big board, it seems to be compared with yesterday. It's just that it's not like yesterday, the confidence is a bit lost, it's stable. But I'm not sure if it can be talked about. But in the se ...

Flash | 13 Oct 2024 17:39:04 ET │ 11 pages China Automation and Machinery Weekly Highlights: What High-Frequency Data Points Show Us After China's Policy Pivot CITI'S TAKE Factory automation: With Inovance (300124.SZ) indicating single-digit YoY decline in Sep-24 general automation order and Yiheda (301029.SZ) reporting >10% YoY decline in Sep-24 shipments, we see little signs of demand recovery in the factory automation (FA) side. Construction machinery: The growth of both China domestic and export excavat ...