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【光大研究每日速递】20250324
光大证券研究· 2025-03-23 12:48
Group 1: Industry Insights - The organic silicon sector is experiencing continuous improvement in profitability, with an optimizing industry structure [3] - The agricultural sector is focusing on new breeding directions and industry transformations following the recent seed industry conference [4] Group 2: Company Performance - Zijin Mining (601899.SH) reported a revenue of 303.64 billion yuan for 2024, a year-on-year increase of 3.5%, and a net profit of 32.1 billion yuan, up 51.8% year-on-year [5] - Jianghai Co., Ltd. (002484.SZ) achieved a revenue of 3.539 billion yuan in the first three quarters of 2024, a decrease of 6.33% year-on-year, with a net profit of 494 million yuan, down 9.71% [7] - Horizon Robotics (9660.HK) saw a decline in non-vehicle solution revenue to 72 million yuan in 2024, compared to 81 million yuan in 2023, but improved gross margin by 10.4 percentage points [8] - Furuida (600223.SH) reported a revenue of 3.98 billion yuan and a net profit of 240 million yuan for 2024, with a proposed dividend of 0.06 yuan per share [9] - Pinduoduo (PDD.O) achieved a revenue of 393.84 billion yuan in 2024, a 59% year-on-year growth, and a GAAP net profit of 112.43 billion yuan, up 87.3% year-on-year [10]
芯片,重大突发!特朗普呼吁:废除!
券商中国· 2025-03-05 04:45
特朗普,又有大消息传出! 当地时间3月4日晚间,美国总统特朗普在国会联席会议上发表讲话。特朗普表示,美国应该废除520亿美元的《芯片 法案》补贴计划,并利用该法案的资金来减少债务。特朗普称,不会向芯片制造商提供任何来自《芯片法案》的资 金。 此外,特朗普还表示,他将采取行动,"大幅扩大美国关键矿物和稀土的生产"。在上述会议上,特朗普还赞扬了亿 万富翁兼高级顾问马斯克的工作。特朗普称赞马斯克的政府效率部对联邦政府的各种项目进行了大幅削减。特朗普 提到,政府效率部由马斯克领导。 同日,特朗普还称,当天早些时候收到了泽连斯基的一封信。信中写道,乌克兰准备"尽快坐到谈判桌上",并随时 准备在特朗普的领导下努力实现持久的和平。此外,乌克兰准备在"任何方便的时候"签署矿产和安全协议。 特朗普呼吁废除《芯片法案》 美国总统特朗普当地时间4日晚间在国会联席会议上发表讲话,阐述其全面的国内外政策计划。值得关注的是,特朗 普在讲话时,誓言要废除520亿美元的半导体芯片法案。 白宫官员透露称,特朗普的联合演讲主题为"美国梦的重现",主要包括四个部分:特朗普第二任期内国内外取得的 成就、特朗普政府为经济所做的贡献、特朗普再次敦促国会 ...