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粤高速A分析师会议-2025-03-14
Dong Jian Yan Bao· 2025-03-13 23:30
Investment Rating - The report does not explicitly state an investment rating for the industry or the specific company [1]. Core Insights - The company, Guangdong Provincial Highway Development Co., Ltd., discussed its operational performance for 2024, including the progress of major road expansion projects and significant financial data changes year-on-year [18]. - The opening of the Shenzhen-Zhongshan Bridge has altered the regional road network structure, leading to a decrease in toll revenue for the Guangzhu East section in 2024, with expectations of continued impact into 2025 [18]. - The company has several ongoing and planned highway expansion projects, including the completion of the Jiangzhong Expressway and the ongoing construction of the Huizhan Expressway, expected to finish in 2025 [18][19]. Summary by Sections 1. Basic Research Information - The research focused on Guangdong Provincial Highway Development Co., Ltd. within the railway and highway industry, conducted on March 13, 2025 [13]. 2. Detailed Research Institutions - Participating institutions included China Life Pension Insurance Co., Ltd. and Xinda Securities Co., Ltd. [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’s financing cost ranges from 2.20% to 2.80% as of December 31, 2024 [19]. - The company has a dividend policy that stipulates a cash distribution of at least 70% of the net profit attributable to the parent company for the years 2024 to 2026, contingent on positive distributable profits and sufficient cash flow [20].
跌破万亿 | 谈股论金
水皮More· 2025-01-13 11:41
水皮杂谈 一家之言 兼听则明 偏听则暗 跌破万亿 每日看盘 今日A股三大指数缩量盘整,两市共成交9 6 6 4亿,较前个交易日缩量1 8 1 9亿。 其中沪指下跌 0 . 2 4%,收报3 1 6 0 . 7 6点; 深成指几乎平盘,收报9 7 9 6 . 1 8点; 创业板指上涨0 . 3 6%,收报 1 9 8 2 . 4 6点。 市场的活跃度在肉眼可见的继续降低,今天的成交量是自9 2 4政策市以来第一次跌破一万亿, 连续7 3个交易日成交额突破万亿大关后,有史以来持续时间最长的单日成交额超万亿元纪录在 第7 4个交易日被终结。随着成交量的萎缩,各大指数基本上都进入了9 2 7和9 3 0这两个交易日 之间的缺口位置进行补缺。 盘面上,全天两市2 9 9 0家上涨,2 0 0 9家下跌,很勉强在2点4 3分之后拉起来,5 1 0 0 5 0和 5 1 0 3 0 0均在同一时间出现了一波放量,某队维稳的意图明显。中位数涨了0 . 3 3%,微盘股指数 在早盘跳水大跌3 . 0 2%后最终上涨0 . 8 9%。 板块上,采掘行业、贵金属、有色金属、软件开发、医疗器械等涨幅居前,家用轻工、银行、 铁路公路、 ...
我先落袋为安了
猫笔刀· 2024-12-05 14:16
今天有一个里程碑式的事件,比特币的价格正式站上了10万美元。 其实半个多月前价格就已经来到97000附近,但随后在整数关口前进行了一段时间的调整,调整的这两个星期成了山寨币的窗口期,大量二线蓝筹蹦蹦跳 跳的完成了100-300%的涨幅。然后就是今天,带头大哥正式进入6位数时代。 多年前币圈曾经喊出过一个振聋发聩的口号,一币一墅,这在当时被当做是遥不可及的妄言妄语,但现如今已经摸得着边了,73万已经可以覆盖别墅的建 安成本,这一轮行情我觉得已经差不多了,等到4年后、8年后我们到时候再看看一个币能换到哪里的别墅。 今天刷到一个新闻,美图公司把持有的加密货币都卖了,盈利7900万美元,打算拿来给股东们特别分红。美团是2021年3月、4月入场的,btc和eth各买了 5000万美元,加起来1个亿。eth的成本是1600+,btc的成本是56000+。 其实这个btc买的不便宜,之后冲高到69000后开始回调,一度都跌到16000,美图浮亏严重。当时很多美图股东都在骂蔡文胜拿公司的钱瞎搞,不过在今 年又变成了"真香"。借着这波行情蔡文胜获利了结,最终盈利接近80%下车,浮盈不算赢,拿钱离场才是真赢。 我最近也开始止盈, ...