Yanghe (002304) 2018 Annual Report and 2019 First Quarterly Report Comments: Performance in line with expectations Short-term adjustments Do not change long-term competitive advantage

Yanghe (002304) 2018 Annual Report and 2019 First Quarterly Report Comments: Performance in line with expectations Short-term adjustments Do not change long-term competitive advantage The results of 2018 and the first quarter of 2019 are in line with expectations. In 2019, the company will take the initiative to adjust and actively respond to challenges. It […]

China Reinvestment (600217): Performance meets expectations and revitalizes asset competitiveness

China Reinvestment (600217): Performance meets expectations and revitalizes asset competitiveness Event: The company released its 2018 annual report. During the reporting period, the company achieved revenue 31. 3.6 billion, net profit attributable to mother3. 16 ppm, with annual growth of 14 after adjustment. 61% and 31. 58%, in line with expectations. Key points of investment: […]

Semir Apparel (002563) company event review report: revenue, profit improvement overlap and table factors performance exceeded expectations

Semir Apparel (002563) company event review report: revenue, profit improvement overlap and table factors performance exceeded expectations [Event](1) Express report: The company released an express report on the evening of February 27, 2019, and the company’s operating income in 2018 reached 157. 1.6 billion, an increase of 30 a year. 68%; the company’s total profit […]

China Industrial International (002051): Fourth-quarter revenue and performance declined, cash flow improved significantly

China Industrial International (002051): Fourth-quarter revenue and performance declined, cash flow improved significantly Key points of investment risk warning: the company’s new overseas contracts signed in 2018 fell by 8. 2%, the amount of contract performance fell by 7 per year. 01%. In 2018, the company newly signed overseas, with domestic contracts of 20 respectively. […]

Walter Gas (688268): Pioneer of domestic substitution of electronic special gas

Walter Gas (688268): Pioneer of domestic substitution of electronic special gas Electronic special gas is a key raw material for the production of the electronic industry. It is applied to the continuous production of multiple electronic components, and its quality has an important impact on the performance of electronic components. The global market size of […]

Shanghai Meilin (600073): Rising pig prices are positive for hog breeding business and downstream food business profits are stable

Shanghai Meilin (600073): Rising pig prices are positive for hog breeding business and downstream food business profits are stable Opinion Focus Investment proposal raises target price by 75% to 12. 4 yuan, 39% space from current expectations. The reason to upgrade the rating to recommended is as follows: The rising cycle of pig prices from […]