China ** newspaper Taylor.
Brothers and sisters, Wednesday is very critical, January 31 is the last day of annual report disclosure, so on the evening of the 30th, many listed companies issued the latest performance forecast, I hope the next is to exhaust the shorts! 
Selected Company Earnings Announcements
Holitech: Pre-loss of 9 billion yuan to 12 billion yuan in 2023 **May be subject to delisting risk warning
Holitech released a performance forecast, and it is expected that the net profit loss attributable to the parent company in 2023 will be 9 billion yuan to 12 billion yuan, compared with a loss of 34 in the same period last year6.6 billion yuan.
During the reporting period, the average price of touch display and optoelectronic products in the small and medium-sized display field where the company is located was lower than that of the same period last year, and the market orders of the mobile phone business did not meet expectations, resulting in a year-on-year decline in the company's sales and gross profit margin in 2023, and the company's overall gross profit margin level has not recovered significantly.
After preliminary calculation, it is expected that the company's net assets at the end of 2023 may be negative, and the company's ** transaction may be subject to delisting risk warning by the Shenzhen Stock Exchange after the disclosure of the 2023 annual report.
Taylor's note: Holitech's market capitalization is 64200 million yuan. ）
Tianbang Food: It is expected that the net loss in 2023 will exceed 2.6 billion yuan, and the scale of pig slaughter will increase by 61% year-on-year
Tianbang Food released a performance forecast on the evening of January 30, and it is expected that the net profit attributable to the parent company in 2023 will be -2.6 billion yuan to -2.9 billion yuan. During the reporting period, the company's commercial pig slaughter scale was 711990,000 heads, a year-on-year increase of 61%, and the number of live pigs slaughtered was 156370,000 heads, a year-on-year increase of 34%. The decline in commercial pig sales** and the slaughtering and food business are still in the stage of capacity ramp-up, which are the main reasons for the loss.
OCT A: It is expected that the net loss in 2023 will be 5.1 billion yuan to 7.2 billion yuanThe net loss in the same period last year was 10.9 billion yuan, the carry-over amount and gross profit margin of the real estate business decreased compared with the same period last year, and the tourism business improved significantly.
ST Tesco: It is expected that the net profit loss in 2023 will be 32500 million yuan 42500 million yuan
ST Tesco released a performance forecast on the evening of January 30, and it is expected that the net profit loss attributable to shareholders of listed companies in 2023 will be 32500 million yuan 42500 million yuanBasic earnings per share loss was 036 yuan 047 yuan. The net profit loss attributable to shareholders of the listed company in the same period last year was about 162200 million yuan. Basic earnings per share loss of 178 yuan.
Red Star Macalline: It is expected to have a net loss of 2.2 billion yuan to 2.6 billion yuan in 2023
Red Star Macalline announced on the Hong Kong Stock Exchange that it expects to achieve a net loss attributable to owners of the parent company of 2.2 billion yuan to 2.6 billion yuan in 2023, which is 6Compared with 7.8 billion yuan, it turned from profit to loss.
Infineon: It is expected to have a net loss of 7300 million yuan - 900 million yuan
Infineon announced that it expects a net loss of 7300 million yuan to 900 million yuan, with a net loss of 1.1 billion yuan in the same period last year. The company continued to increase its efforts to reduce costs and increase efficiency, with total expenses declining year-on-year and gross profit margin increasing year-on-year. During the reporting period, the company's operating cash flow improved significantly, and the overall performance decreased year-on-year.
BBMG Group: Net profit is expected to decrease by 87% year-on-year in 20236%-98.4%
BBMG Group announced that it is expected to make a net profit of 20 million yuan -1 in 2023500 million yuan, a year-on-year decrease of 876%-98.4%。During the reporting period, the company's cement business continued to reduce costs and increase efficiency, with major raw materials such as coal declining year-on-year, cement and clinker costs year-on-year, and expenses during the period decreasing year-on-year; However, the cement market has fallen sharply, and the decline in costs and expenses is difficult to make up for the decline. The real estate development business was affected by policies and markets, and the carry-over area and gross profit margin decreased compared with the same period last year.
Aiko sharesIt is expected that the net profit in 2023 will be 73.5 billion yuan-77.5 billion yuan
Aiko announced that it is expected to have a net profit of 7 in 20233.5 billion yuan-77.5 billion yuan, a year-on-year decrease of 6671% to 6843%。The photovoltaic industry chain as a whole is in the downward range, and the industry competition in the fourth quarter is particularly fierce, and the photovoltaic products are fast; The company's main business, battery and module products, made provisions for impairment of fixed assets and inventory decline, which had a greater impact on the performance of the fourth quarter.
Shenzhen Tianma A: It is expected to have a net loss of 20 in 2023700 million yuan-21300 million yuan
Shenzhen Tianma A announced that it is expected to have a net loss of 20 in 2023700 million yuan-21300 million yuan, net profit of 1 in the same period last year1.2 billion yuan. During the reporting period, the company's consumer display business, which accounts for a high proportion of revenue, especially the average price of smartphone display products, fell sharply, and its profitability fell sharply year-on-year.
China Eastern Airlines: It expects a net loss of 6.8 billion yuan to 8.3 billion yuan in 2023
China Eastern Airlines announced that it expects a net loss of 6.8 billion yuan to 8.3 billion yuan in 2023, compared with a net loss of 373 billion yuan in the same period last year8.6 billion yuan. Due to the impact of factors such as air traffic rights restrictions, visa policies, and insufficient support resources on some routes, the overall recovery progress of international routes is not as expected; The transfer of wide-body passenger aircraft to China has led to an increase in the supply of capacity in the domestic market; As well as the weak travel demand of business travelers, exchange rate fluctuations and other factors, the company's operating performance in 2023 is expected to improve significantly compared with 2022, but still show a loss.
Aonong Biotech: It is expected that the net loss in 2023 will be 3 billion yuan to 3.6 billion yuan
Aonong Biotech announced that it is expected to have a net loss of 3 billion yuan to 3.6 billion yuan in 2023, which will continue to lose money compared with the same period last year. In 2023, pig prices will continue to be sluggish, and the average sales price of commercial pigs will be 1438 yuan kg, compared with the same period last year**1866 yuan kg, down 2244%, which has a significant impact on the company's operating funds. In order to alleviate the financial pressure, the company began to slaughter pigs in advance from the second half of the year, and the weight of fat pigs was low, and the weight of fat pigs was 97 throughout the year97 kg; At the same time, it took the initiative to shut down some inefficient pig farms, resulting in some shutdown losses, resulting in large losses in the pig breeding business.
Tianqi Lithium: Net profit in 2023 is expected to drop by 62 year-on-year9%-72.56%
Tianqi Lithium released a performance forecast, and it is expected that the net profit attributable to the parent company in 2023 will be 66200 million yuan-89500 million yuan, a year-on-year decrease of 629%-72.56%。In 2023, affected by the fluctuation of the lithium chemical products market, the company's lithium chemical product sales** decreased compared with the previous year, and the gross profit of lithium chemical products declined; The selling price of lithium concentrate compared with the previous year** led to an increase in net profit, income tax expense, and profit and loss for minority shareholders of the company's holding subsidiary, Winfield Holdings Pty Ltd. (Note: The company's net profit in the third quarter of 2023 was 16.)4.6 billion yuan, according to this calculation, Q4 net profit is expected to be -147.8 billion yuan-85.2 billion yuan. ）
Muyuan shares: net profit loss in 2023 will be 3.9 billion yuan to 4.7 billion yuan
Muyuan Co., Ltd. released a performance forecast, and it is expected that the net profit loss attributable to the parent company in 2023 will be 3.9 billion yuan to 4.7 billion yuan, and the profit in the same period last year will be 1326.6 billion yuan. The company's operating performance in 2023 suffered a loss, mainly due to the significant decline in live pigs during the reporting period compared with last year. At the same time, after the Company conducts impairment tests on consumable biological assets in accordance with the requirements of accounting standards, it intends to make impairment provisions for some consumable biological assets, and the specific data are subject to the audit results. (Note: The company's net profit for the third quarter of 2023 was 9.)3.7 billion yuan, according to this calculation, Q4 is expected to have a net loss of 205.8 billion yuan-285.8 billion yuan. ）
Huaxia Fortune: It is expected to have a net loss of 6.1 billion yuan to 9 billion yuan in 2023
China Fortune announced that it expects a net loss of 6.1 billion yuan to 9 billion yuan in 2023; Since the fourth quarter of 2020, the company's liquidity has faced phased risks, the financing business has been greatly affected, and the normal development of the company's business has also been affected to a certain extent, resulting in a pre-loss of the company's performance.
Ganfeng Lithium: Net profit is expected to decrease by 70%-80% year-on-year in 2023
Ganfeng Lithium announced that it is expected to make a net profit of 4.2 billion yuan to 6.2 billion yuan in 2023, a year-on-year decrease of 6976%-79.52%；Affected by the cyclical impact of the lithium industry, the growth rate of terminal demand has slowed down, lithium salt products have declined sharply, and the decline of lithium ore raw materials has been smaller than the decline of lithium salt and downstream products, resulting in a decline in the company's gross profit margin.
Lion Micro's net profit in 2023 is expected to drop by 8728%-91.49%
Lion Micro released a 2023 performance forecast, and it is expected that the net profit in 2023 will be 58.5 million yuan to 87.5 million yuan, a year-on-year decrease of 8728%-91.49%。Lion Micro said that in 2023, affected by factors such as the international situation and macroeconomic environment, the company's semiconductor industry will decline in prosperity and market demand will be weak. With the change of market demand, the sales orders of some products of the company have decreased, and some products have been lowered.
Visionox: Net profit loss in 2023 is 35800 million yuan - 39800 million yuan
Visionox released a performance forecast, and it is expected that the net profit attributable to the parent company will be 35 in 2023800 million yuan - 39800 million yuan, a loss of 20 million in the same period last year6.6 billion yuan. In the fourth quarter of 2023, the company fully grasped the development trends of the industry, closely followed the needs of customers, and maintained a high utilization rate of all subordinate production lines, and the product sales revenue in the fourth quarter achieved a substantial increase from the previous quarter, and the gross profit of product sales increased steadily, but the operating income was affected to a certain extent due to the overall pressure and fluctuation of the industry throughout the year, and the company expects to achieve an operating income range of 5.7 billion yuan to 6 billion yuan.
China Shenhua: It is expected that the net profit in 2023 will be 57.8 billion yuan-60.8 billion yuan, a year-on-year decrease of 13%-17%.
China Shenhua released a performance forecast, and it is expected that the net profit attributable to shareholders of the Company in 2023 will be 57.8 billion yuan to 60.8 billion yuan, a year-on-year decrease of 8.8 billion yuan to 11.8 billion yuan, a decrease of 126% to 169%。
CanSino: A loss of 12 in 20236.9 billion yuan - 149.7 billion yuan
CanSino released the 2023 annual performance forecast announcement in the evening, and it is expected that the net profit attributable to the owners of the parent company in 2023 will be a loss of 126.9 billion yuan - 149.7 billion yuan, the company's net profit attributable to the owners of the parent company in the same period last year was a loss of 90.9 billion yuan. Due to changes in the market demand for new crown vaccines, the company's new crown vaccine-related revenue decreased significantly compared with the same period.
CATL: It is expected that the net profit in 2023 will be 42.5 billion yuan to 45.5 billion yuan, an increase of 38%-48% year-on-year
CATL announced that it expects a net profit of 42.5 billion yuan to 45.5 billion yuan in 2023, a year-on-year increase of 3831%-48.07%。During the reporting period, the company's new technologies and new products have been implemented one after another, the expansion of overseas markets has accelerated, the customer cooperative relationship has been further deepened, and the production and sales volume have grown rapidly, while also achieving good economic benefits.
360: A net loss of 3700 million to 5500 million yuan
360 announced that it is expected to have a net loss of 3700 million to 5500 million yuan, mainly due to the impact of investment gains and losses and the large losses of some joint ventures.
Junshi Biosciences: It is expected to have a net loss of 22 in 2023About 500 million yuan
Junshi Biosciences released a performance forecast, and it is expected to achieve an annual operating income of 15 in 2023about 4.1 billion yuan, a year-on-year increase of 602% or so; The net loss attributable to the parent is expected to be 22about 500 million yuan, a year-on-year loss decrease of 5About 78%. During the reporting period, the company's net profit attributable to the parent company still showed a loss, and the amount of loss decreased compared with the same period last year, mainly due to the company's increase in operating income while strengthening various expense control, optimizing resource allocation, and focusing on more potential R&D pipelines. During the reporting period, the company's R&D expenses are expected to be 19about 6.4 billion yuan, a decrease of 17 compared with the same period last year63% or so.
Yahua Group: It is expected that the net profit in 2023 will be 40 million yuan to 60 million yuan
Yahua Group announced that it is expected to make a net profit of 40 million yuan to 60 million yuan in 2023, a year-on-year decrease of 9868%-99.12%；During the reporting period, the lithium salt market fluctuated sharply, and the impairment provision for inventory commodities at the end of the year made the company's annual operating performance decline compared with the same period last year.
Greenland Holdings: It is expected to have a net loss of 7 billion yuan to 9 billion yuan in 2023
The company plans to make provision for asset impairment of 11 billion yuan to 13 billion yuan, of which the provision for the decline in the value of real estate inventory.
Gemdale Group: It is expected that the net profit in 2023 will be 700 million yuan-9500 million yuan
Gemdale Group announced that it is expected to make a net profit of 700 million yuan to 9 million yuan in 2023500 million yuan, a year-on-year decrease of 8526% to 8772%, the gross profit level of real estate projects carried forward by the company decreased compared with the same period last year, and the company made asset impairment provisions for some projects in combination with current market changes.
Haitong**: It is planned to repurchase shares for 300 million to 600 million yuan
Haitong ** announced that the company intends to repurchase shares to maintain the company's value and shareholders' equity, and the lower limit of the total amount of funds to be repurchased is 300 million yuan, the upper limit is 600 million yuan, and the repurchase ** does not exceed 1278 yuan shares. The company released a performance forecast on the same day, and it is expected to achieve a net profit attributable to the owners of the parent company of 91.8 billion to 10100 million yuan, a year-on-year decrease of 8457% to 8597%。
Cambrian: Net profit in 2023 is expected to be a loss of 75.6 billion yuan - 9$2.4 billion
Cambrian issued a pre-loss announcement for its 2023 annual results, and the company's net profit attributable to owners of the parent company in 2023 is expected to lose 75.6 billion yuan to 92.4 billion yuan, the net profit attributable to the owners of the parent company in the same period last year was a loss of 125.7 billion yuan.
Yihualu: A pre-loss of 14 in 2023800 million yuan - 19100 million yuan
E-Hualu released a performance forecast, and it is expected that the net profit attributable to the parent company will be 14 in 2023800 million yuan - 19100 million yuan, with a profit of 1153 in the same period last year930,000 yuan. During the reporting period, the company's business transformation and adjustment, actively compressed the data lake construction and advance capital business, the data lake construction-related business was greatly reduced, and at the same time focused on expanding the data elements, super storage and smart transportation business, some of the business is still in the initial development stage, the business development is fast but the scale is temporarily small, resulting in the company's operating income and gross profit margin decline. At the same time, the company's fixed expenses such as labor costs, depreciation and amortization, and financial expenses did not decrease in proportion to the scale of revenue, and the company strengthened the expansion of new projects, and the expenses increased compared with the same period last year.
U.S. stocks
The three major U.S. stock indexes tonight***
The China Concept Stock Index fell about 2%.
Apple's stock price dived, and Apple's well-known analyst Ming-Chi Kuo's latest research report said that Apple has lowered the 2024 iPhone shipment estimate of upstream key semiconductor components to about 200 million units (a year-on-year decline of 15%). Among the world's major mobile phone brands in 2024, Apple may be the one with the largest decline.