In the battlefield of earnings season, performance is the only criterion for testing heroes. Today, the a** scene once again staged a drama of mixed joy and sorrow. CATL, Chinese** and other high-performing stocks have been on the hot search with their brilliant report cards, and their stock prices have been soaring; Pien Tze Huang and Tianqi Lithium have become the focus of the market due to the decline in performance, and their stock prices have fallen.
CATL: The Rise of Heroes.
CATL, as a giant in the battery industry, stands out with an expected net profit of 42.5 billion to 45.5 billion yuan. Its strong performance has undoubtedly injected a shot in the arm into the market. Although the ** index fell below 2,800 points at one point today, CATL's strong performance undoubtedly brought great confidence to the market.
Chinese**: The Triumph of Digital Literature.
At the same time, the Chinese ** with 70 million -10.5 billion yuan of net profit is expected, soaring 9%. The rise of digital literature has not only brought huge profits to the company, but also painted a bright picture of the future for investors.
Shenhua's stability and future.
And China Shenhua, the energy giant, although it is expected that the net profit attributable to the parent company in 2023 will fall by 126%-16.9%, but its share price remains firm. Analysts of Minsheng ** pointed out that Shenhua is expected to achieve a continuous increase in valuation with the characteristics of "stable performance + high dividends".
Pien Tze Huang's dilemma and thinking.
However, not all companies are so lucky. Pien Tze Huang, known as the "Chinese medicine Mao", hit the fall limit today, and its net profit in the fourth quarter of 2023 fell by 10% year-on-year7%。This is despite the fact that the net profit for the year reached 27800 million yuan, a year-on-year increase of 1259%, but the market's reaction seems to be more focused on the short-term decline.
The pain of the two heroes: Tianqi Lithium and Ganfeng Lithium.
At the same time, the two lithium giants, Tianqi Lithium and Ganfeng Lithium, have not been spared. Tianqi Lithium expects net profit attributable to the parent company to decline by 62% year-on-year in 20239%-72.56%, while Ganfeng Lithium is expected to decline by 69% year-on-year76%-79.52%。Although both companies have abundant resources and market share, the pressure of declining performance remains heavy in the current market environment.
Mingyang Intelligence: The winter of wind power.
As a leader in the field of wind power equipment, Mingyang Intelligent has also encountered the fate of "one" today. The company expects to achieve a year-on-year decrease of 84% in net profit in 202366%-89.75%, this news undoubtedly brought a heavy blow to the market. The future outlook for the wind power industry seems uncertain, and investors need to pay close attention to industry dynamics and policy changes.
Songcheng Performing Arts and Yihualu: The Pain of Loss.
In addition, Songcheng Performing Arts and Yihualu also fell sharply due to the loss of the 2023 performance forecast. The losses of the two companies have raised concerns about their business models and future developments. In a highly competitive market environment, how to turn losses into profits and maintain competitive advantages is an urgent problem for these two companies to solve.
In-depth analysis: the logic behind the performance.
Through the performance of these companies, we can get a glimpse of the underlying logic behind the market. On the one hand, with the continuous progress of science and technology and the upgrading of consumption structure, some emerging industries such as digital literature and new energy have shown huge market potential. On the other hand, traditional industries such as traditional Chinese medicine and energy are facing the pressure and challenges of transformation. At this turning point, how to seize the opportunity and respond to the challenge has become a topic in front of every enterprise.
* Future: Trends and opportunities.
Looking ahead, market trends are likely to be more pronounced in favor of industries and companies with innovative capabilities and market potential. Investors need to be more sensitive to market dynamics and identify investment targets with growth potential. At the same time, for enterprises in traditional industries, how to carry out transformation and upgrading while sticking to their main business will determine their competitive position in the future market.
Although the turmoil of the earnings season has subsided for the time being, the challenges and opportunities of the market continue. In this uncertain market, only by grasping the trend and understanding the opportunities can we remain invincible in the long river of investment in the future.
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