#今日市场观点
On the evening of June 12, 2024, a major announcement from a listed company: Spin-off, acquisition, profit challenges and overseas expansion are intertwined, and the market structure has changed
I. Spin-off, reorganization and acquisition frenzy
China Merchants Shipping: It plans to spin off its subsidiaries Sinotrans Container Lines and China Merchants RoRo for reorganization and listing, the market structure has changed, and the shipping giant has set off waves again. Silicon Bao Technology: It plans to acquire 100% of the equity of Jiangsu Jiahao for 484 million yuan, and the strategic layout will be upgraded again to lead the new trend of the new materials market.
II. Profit challenges and overseas expansion
Yihao New Materials: The PCB business failed to make a full profit in 2023, market competition intensified, and the industry reshuffle accelerated. Fengmao Co., Ltd.: It plans to establish a wholly-owned subsidiary in Malaysia with 150 million yuan and invest in the construction of a production base. The pace of overseas expansion has accelerated, and the domestic competitive pressure has not decreased.
III. Positive and negative interweaving
Good news:
Hailiang Co., Ltd.: The chairman and others plan to increase their holdings in the company's shares, demonstrating confidence, and the market is optimistic about future development. Meiteng Technology: Adjust the total cash dividend for 2023 to 257 million, generous dividends, and reward investors. Huatong Shares: In May, the sales revenue of live pigs was 482 million yuan, a month-on-month change of 32.06%. The performance was outstanding and the market expected continued growth.
Bad news:
Chenfeng Technology: Chonghu Private Equity intends to reduce its holdings by no more than 1.5%, which has frustrated investor confidence and increased market concerns. China Resources Land: The total contract sales in May decreased by 33.9% year-on-year, and the performance declined. The market is worried about the prospects of the real estate market. Jianche B: There is a risk that the stock may be delisted due to the stock market value of less than 300 million yuan. Investors need to be cautious and the market is concerned about the company's future development trends.
This evening, listed companies issued frequent announcements and the market responded enthusiastically. From spin-offs and reorganizations, acquisitions and expansions to profit challenges, and then to the exploration of overseas markets, these announcements not only show the strategic layout of listed companies, but also foreshadow changes in the future market structure. Investors need to pay close attention to market trends and seize investment opportunities.
