Next week, the 1-year and 5-year LPRs will be announced, and the industry is expected to "stand still" like the MLF operating interest rate. Jucan Optoelectronics and Compass on the Shenzhen Stock Exchange will be the first to disclose annual reports on January 27. They are also the first two companies in the two cities to disclose annual reports. In addition, 1 new stock will be issued next week.
lpr may remain unchanged
On January 22, the latest 1-year and 5-year or above LPR will be announced. On January 15, the People's Bank of China launched a 995 billion yuan medium-term lending facility (mlf) operation, with a winning interest rate of 2.5%, the same as before. Since it was lowered from 2.65% to 2.5% in August 2023, the MLF operating interest rate has been "on hold" so far. Wang Qing, chief macro analyst of
Oriental Jincheng, said that considering that the MLF operating interest rate is the pricing basis for LPR quotations, and the current net interest margin of commercial banks is under pressure, although commercial banks have recently launched a new round of deposit interest rate cuts, comprehensive consideration of various Factors affecting LPR quotations are added. It is expected that both the 1-year LPR and the 5-year or above LPR will remain unchanged this month.
The curtain of annual report disclosure is about to begin.
The Shanghai Stock Exchange and the Shenzhen Stock Exchange have successively announced the scheduled disclosure time for the 2023 annual reports of listed companies. Jucan Optoelectronics and Compass on the Shenzhen Stock Exchange will be the first to disclose annual reports on January 27. They are also the first two companies in the two cities to disclose annual reports. According to the scheduled disclosure time of the 2023 annual reports of listed companies on the Shanghai Stock Exchange, Shandong Huapeng came out on top and will be the first to disclose on February 20; Jingda Shares and Rongsheng Environmental Protection will disclose on February 28.
Jucan Optoelectronics' main business is the R&D, production and sales of LED epitaxial wafers and chips, and provides contract energy management services focusing on LED lighting applications. The company's main products are gan-based high-brightness blue LED chips and epitaxial wafers . The net profit attributable to the parent company in the first three quarters of 2023 was 77.0808 million yuan, a year-on-year increase of 158.92%.
html On the evening of January 16, Compass disclosed the unaudited financial report of its subsidiary Maigao Securities. The financial report shows that in 2023, Maigao Securities will achieve operating income of approximately 206 million yuan, a year-on-year increase of approximately 240%; it will achieve a net profit of 4.9146 million yuan. In the same period of 2022, Maigao Securities' unaudited net profit was nearly 2.9 billion yuan, mainly "bankruptcy reorganization proceeds."There will be only one new stock issued next week.
wind data shows that there will be one new stock issued next week (January 22 to January 26).
Huayang Intelligent was released on January 24. The company is a leading manufacturer of micro-motors in the domestic air-conditioning segment. It is also an injection pen R&D and production enterprise that started early and has a relatively complete product line, occupying a leading position among domestic enterprises. In 2022, the company's revenue and net profit attributable to the parent company will be 463 million yuan and 63 million yuan respectively.
As of January 17, the average pe of comparable companies in 2022, 2023, and 2024 are 34.78 times, 31.69 times, and 26.9 times respectively (all excluding extreme values). The company's public offering of shares this time is 14.271 million shares. The investment project will help the company build and expand production workshops, purchase and introduce advanced R&D and manufacturing equipment, and enhance the company's production capabilities of intelligent precision injection and drug delivery medical devices and precision micro motors. Reporter Chen Hui