China Commercial Industry Research Institute, the leader of AI industry (lightning rod investment on
4月28日投资避雷针:人工智能需求证伪?服务器龙头一季度净利同比下降37%...
Open Phoenix News and view more high-definition pictures: The Associated Press of Finance invested in lightning rod on April 28. Recently, the potential risk events in A-share and overseas markets are as follows: 1) IDC data shows that the shipments of China's smartphone market in the first quarter fell 11.8% year on year; 2) The main domestic futures contracts saw a significant decline in overnight trading, with coking coal falling by nearly 4%; The company's key focus includes: 1) Inspur Information's net profit for the first quarter was 210 million yuan, a year-on-year decrease of 37.04%; 2) Kunlun Wanwei's net profit for the first quarter decreased by 43.33% year-on-year; The key focus of overseas markets includes: 1) a significant slowdown in US GDP in the first quarter; 2) Many Asian countries have set new records for the highest temperature in the same period, and this year may be the hottest summer on record globally.
Economic Information 1. The China Banking and Insurance Regulatory Commission issued a notice on enhancing the quality of financial services for small and micro enterprises in 2023, reasonably determining the conditions for this bank's loan renewal. It is strictly prohibited to apply for loan renewal for non production and operation purposes, and to cover up credit risks with loan renewal. 2. The latest data released by IDC, an international data company, shows that in the first quarter of 2023, the shipment volume of China's smartphone market was about 65.44 million units, a year-on-year decrease of 11.8%.
The beginning of 2023 remains sluggish, continuing with a year-on-year decrease of over 10% in quarterly shipments since 2022. Among them, OPPO ranks first in the domestic mobile phone market with a market share of 19.6% in the foldable screen market. IDC pointed out that China's foldable screen product shipments have remained stable, reaching 1.02 million units, a year-on-year increase of 52.8%.
Among them, the share of vertically discounted products continued to rise to 44.3%, domestic futures main contracts fell more or less, coking coal fell nearly 4%, coke fell more than 2%, liquefied petroleum gas (LPG) and fuel oil fell nearly 2%. Company warning 1. Inspur Information: First quarter net profit of 210 million yuan, a year-on-year decrease of 37.04%. 2. Industrial Fulian: First quarter net profit decreased by 3.91%.
3. Kunlun Wanwei: Net profit in the first quarter decreased by 43.33% year-on-year. 4. Wangbian Electric: Pusiguanghe plans to reduce its holdings by no more than 6.67%. 5. Tongfu Microelectronics: National Integrated Circuit Fund plans to reduce its holdings by no more than 2%. 6. Shangwei New Materials: Jinfeng Investment Control plans to reduce its holdings by no more than 3%. 7. Shenlian Biology: Shanghai Hongchao and its concerted action personnel plan to reduce their holdings by no more than 3% of the company's shares.
8. Meidikai: shareholder Fengsheng Jiamei plans to reduce its stake by no more than 2%. 9. Chenfeng Technology: all partners of Jichen Enterprise Management plan to reduce their stake by no more than 1.97%. 10. Haizheng Pharmaceutical: Guomao Group plans to reduce their stake by no more than 2%. 11. Zhuoshengwei: net profit for the first quarter decreased by 74.64% to 116 million yuan. 12. Yangjie Technology: net profit for the first quarter was 182 million yuan, a year-on-year decrease of 34.23%.
13. Lanqi Technology: Net profit in the first quarter decreased by 93.56% year-on-year. 14. Zhaoyi Innovation: Net profit in the first quarter decreased by 78.13% year-on-year. 15. Yahua Group: Net profit in the first quarter decreased by 42% year-on-year. 16. Ganfeng Lithium Industry: Net profit in the first quarter decreased by 32% year-on-year. 17. Dofluoro: Net profit in the first quarter decreased by 85.02% year-on-year.
18. Yitian Intelligent: Net profit for the first quarter was 40.695 million yuan, a year-on-year decrease of 8.67%. Yidian Tianxia: Net profit for the first quarter was 41.32 million yuan, a year-on-year decrease of 55.68%. Yihua Shares: Net profit for the first quarter decreased by 65.30% to 15.5864 million yuan. 21 Shangpin Homestead: Net loss for the first quarter was 95.31 million yuan.
22. Huazhong CNC: a net loss of 38.5453 million yuan in the first quarter. 23. Pingmei Co., Ltd.: a net profit of 1.146 billion yuan in the first quarter, a year-on-year decrease of 29.69%. 24. Golden Seed Wine: a net loss of 41.1615 million yuan in the first quarter. 25. Muyuan Co., Ltd.: a net loss of 1.198 billion yuan in the first quarter, and plans to publicly issue corporate bonds of no more than 5 billion yuan.
26. China Software: First quarter net loss of 199 million yuan. 27. Zijin Mining: First quarter net profit decreased by 11.14% year-on-year. 28. Tangde Film and Television: First quarter net loss of 15.53 million yuan. 29. China Exemption: First quarter net profit decreased by 10.25% year-on-year. 30. Zhejiang Furun: The company's stock will implement other risk warnings starting from May 4th.
31. Huichen Shares: The company is suspected of violating information disclosure laws and regulations and has been filed with the China Securities Regulatory Commission. 32. Wanhua Chemical: Since May, it has lowered the listing price of China's aggregated MDI. 33. Longji Green Energy: In April, the price of single crystal silicon wafers was publicly announced, with an average price reduction of about 3%. Overseas warnings: 1. The US GDP in the first quarter significantly slowed down, with an annualized quarter on quarter (QoQ) initial value of 1.1%, which was significantly lower than the expected 1.9%. This has slowed down for two consecutive quarters.
The data shows that against the backdrop of the Federal Reserve's interest rate hike and high inflation, economic growth is gradually decreasing. 2. A popular inflation indicator favored by the Federal Reserve is accelerating its rise. In the first quarter, the personal consumption expenditure (PCE) price index increased at an annualized rate of 4.2%, while the core index excluding food and energy rose by 4.9%, faster than expected and the largest increase in a year.
3. Since April, the extreme heat wave has swept most countries and regions in Southeast Asia. The temperature in many places has exceeded 40 ℃, setting new records for the highest temperature in the same period in history. According to Thai media reports, the temperature in Thailand has been rising in the past eight years, which is considered to be the hottest period in 145 years. In April, the temperature in many places exceeded 40 ℃, and the apparent temperature reached more than 50 ℃, constantly breaking the historical records.
Recently, many places in India have also suffered from high temperature weather. The temperature in about 38 cities across the country has exceeded 40 ℃, which has caused more than 10 deaths. A climatologist from the European Union's Copernicus Climate Change Service said on the 20th that the global average temperature may reach a new high in 2023 or 2024 due to climate change and the return of the expected El Nino weather phenomenon.
当前非电脑浏览器正常宽度,请使用移动设备访问本站!