[SMM Metal Breakfast] demand rose in March, imports of copper rose sharply compared with the same period last year, base prices rose sharply, aluminum bar processing fees were under pressure, and the price gap between the north and south of metal silicon w

"blockbuster metal industry conferences are packed with bosses.

"[overnight market] the outer disk metal rose more than 1% and fell back. Meibu crude oil both rose more than 4% and gold fell.

"[macro outlook] focus on US retail sales data in March and the number of first-time jobless claims

Yesterday, the metal in the outer plate was up 2.08%, Lun Aluminum rose 1.13%, Lunzn Zinc rose 1.65%, Lunni rose 1.8%, Lunxi rose 1.84%, Lunxi lead rose 0.71%, domestic copper rose 1.87%, Shanghai Copper rose 1.67%, Shanghai Aluminum rose 0.87%, Shanghai lead rose 0.24%, Shanghai Zinc rose 0.79%, Shanghai Nickel rose 1%, Shanghai Tin rose 1.32%. In China, international copper rose 1.87%, Shanghai copper rose 1.67%, Shanghai aluminum rose 0.87%, Shanghai lead rose 0.24%, Shanghai zinc rose 0.79%, Shanghai nickel rose 1%, and Shanghai tin rose 1.32%. Aluminum, according to SMM research, close to delivery, the recent narrowing of the spot circulation of aluminum ingots still has a supporting role in prices. According to SMM research, Xinjiang Aluminum Plant is currently in normal production, has not been disturbed by production restrictions, and there has been no new progress in the rumors of the State Reserve. Downstream consumption is improving, the supply side is not a large increment of the premise, the domestic aluminum ingots to maintain the state of destocking, aluminum performance is strong.

The dollar index fell 0.22 per cent to 91.64, hitting its lowest level since March 18, while an one-month risk reversal in the dollar index hit its lowest level since early January, reflecting downside risks for the dollar. Traders noted demand from investors to short the dollar against the Australian dollar, the Canadian dollar, the euro and sterling.

Us stocks closed mixed on Wednesday, with a decline in technology stocks dragging the Nasdaq down 1 per cent. At the beginning of the earnings season for US stocks, a number of large banks reported better-than-expected results. The Fed's beige book reported that economic activity accelerated to moderate growth and consumer spending improved. Powell said the Fed is likely to reduce its bond purchases before raising interest rates. The Dow rose 53.62 points, or 0.16%, to 33730.89; the Nasdaq fell 138.26 points, or 0.99%, to 13857.84; and the S & P 500 fell 16.93 points, or 0.41%, to 4124.66.

On Wednesday, the Shanghai Composite Index rose 0.60% to 3416.72 points, with a turnover of 269.01 billion. The Shenzhen Composite Index closed at 13738.00 points, up 1.55%, with a turnover of 385.012 billion. The gem index closed at 2804.41 points, up 2.24%, with a turnover of 684.524 billion. The total turnover of the two cities is 654.022 billion. On the market, tourist attractions, medical beauty, Douyin and other sectors led the increase, while aquaculture, agriculture, electricity and other sectors led the decline.

Macro focus

The standing Committee of the National people's Congress: recently held a forum on legislation for the protection of the Yellow River. The Yellow River protection legislation will highlight ecological protection and restoration, basin ecological environment protection planning, saving and intensive utilization of water resources in the whole basin, pollution system control, water and sediment control, basin ecological environment risk control and so on. Change from over-intervention and over-utilization to natural restoration and recuperation, change the current situation of ecological fragility in the Yellow River basin, and take different protection and control measures for the upper, middle and lower reaches. Establish the strictest system for the protection and utilization of water resources, the strictest environmental supervision system, and the strictest system for the prevention and control of water pollution.

[higher shipping rates pushed the Baltic index to its highest level in nearly three weeks] the Baltic dry bulk index rose 38 points, or 1.8%, to 2178 on Wednesday, the highest level since March 26, as rates for all types of ships rose. The capesize index rose 9 points, or 0.3%, to 3151, the highest level since mid-January, while capesize profits rose $76 a day to $26131. The Panamanian shipping index rebounded from a more than two-month low hit yesterday, rising 119 points, or 6.3 per cent, to 2017 on Wednesday, while Panamanian average daily profits rose $1074 to $18157. The index of super-convenient ships rose 9 points to 1783.

[IMF: expects inflation in Europe to soar] although the current economic weakness has curbed inflation, inflation expectations for Europe have risen by 1.1 per cent to 3.1 per cent, in part because of commodity prices, the IMF said. Soaring inflation could force the ECB to adjust its ultra-loose monetary policy stance. The ECB had previously said inflation could reach 2% in the last quarter of this year. Monetary policy needs to remain loose as long as the outlook for underlying inflationary pressures remains low, the IMF said in its report. Central banks should express their determination in a credible way to prevent a premature rebound in real yields while allowing a temporary rise in inflation related to commodity price volatility affected by the epidemic.

According to CME Fed Watch, the probability that the Fed will keep interest rates in the 0.25% range in April is 97.8%, and the probability of raising interest rates by 25 basis points to 0.25% is 2.2%. The probability of keeping interest rates in the 0.5% range in June is 95.8%, and the probability of raising interest rates by 25 basis points is 4.1%.

Federal Reserve Vice Chairman Clarida reiterated in his speech that Fed policy makers will not raise interest rates to cope with low unemployment unless the inflation target is met. Mr Clarida also said that under the Fed's new framework, policy would respond to the inflation data itself when expansionary labour market indicators in the business cycle returned to a range that was seen by the (FOMC) of the Federal Open Market Committee to be broadly in line with the maximum employment target.

Today's focus

According to data from the General Administration of Customs, China imported 552300 tons of unwrought copper and copper materials in March 2021, a month-on-month increase of 34.7 percent. Total imports from January to March increased by 11.51 percent. In March, China imported 2.171 million tons of copper ore and its concentrates, a record high, up 20.9 per cent month-on-month and 7.7 per cent from January to March compared with the same period last year. "View details

According to SMM, with vaccination, global economic production activities have gradually resumed, overseas demand for recycled copper has gradually increased, and affected by the policy of recycled raw materials, domestic enterprises have high import enthusiasm and strong demand for recycled copper that meets the standards of recycled raw materials, resulting in an increase in the price of overseas recycled copper and narrowing the price gap between overseas and domestic. Overall, the supply and demand of overseas recycled copper has tightened. "View details

[aluminum prices rise strongly recycled aluminum prices rise] on April 14, aluminum prices maintained a strong upward trend, rising 290 yuan / ton, recycled aluminum prices rose to varying degrees. In terms of domestic prices, domestic large recycled aluminum enterprises have raised their quotations by 100,200 yuan / ton to 17600-18100 yuan / ton; for small and medium-sized factories, they have risen 200 yuan / ton to 17500-17700 yuan / ton. In terms of import and export, the transaction price of ADC12 is currently maintained at around 17300 yuan / ton, and the import real-time window loss has expanded to 400 yuan / ton. Aluminum prices rose faster, recycled aluminum market Synchronize rose, but the overall transaction is general, high prices intensified the downstream wait-and-see mood, still on-demand procurement. The price of recycled aluminum is expected to remain high in the near future. "View details

[aluminum prices rush high mature aluminum again and rise rapidly] as aluminum prices rise again, the daily rise of nearly 300 yuan / ton, the price of waste aluminum rises rapidly. Market quotation cooked aluminum rose 200 yuan / ton, raw aluminum rose 100 yuan / ton, mainly due to the better demand for cooked aluminum, rising more rapidly. Aluminum production is relatively weak due to high prices, such as poor downstream transmission. "View details

[SMM analysis: where will the original aluminum alloy go when the automobile factory stops production in the peak season?] the problem of chip shortage is becoming more and more serious. What is the impact of the "shutdown tide" brought about by the "chip shortage" on A356.2 aluminum alloy? SMM communicates with a number of primary aluminum alloy enterprises. The following is a brief summary of the survey results. "View details

[aluminum bar spot daily review: base price rise aluminum bar processing fee pressure holder delivery is not smooth] domestic aluminum bar mainstream market processing fee slightly under pressure, the price center of gravity moved down 20 yuan / ton as a whole. Today, the base price of aluminum has risen by nearly 100 yuan, and processing fees have been slightly reduced by consignors in most areas, of which Wuxi and Foshan have slightly reduced 20 yuan / ton. Shipments are general. East China is not as active as the South China market. Nanchang is strong due to a shortage of small-diameter aluminum bars. In the afternoon, the market pulled up, and the shipping situation improved slightly. Details of this morning's offer are as follows. "View details

[SMM Electrolytic Manganese Daily Review: high domestic manganese prices fall and demand increases] with the increase in supply, under the circumstances of the manganese factory scheduling plan to be discussed in May, the average spot price of electrolytic manganese has dropped significantly. According to SMM, the current mainstream spot resources have fallen back to around 16300-16500 yuan / ton, but there are also some manufacturers who raise prices or temporarily do not provide spot quotations to wait and see, combined with the current supply and demand game atmosphere. SMM believes that there are no positive factors in short-term manganese prices, and some manufacturers may be prepared to ease financial pressure by falling prices within a profitable range, but the decline in manganese prices may be limited based on rigid market demand. "View details

[SMM Daily Review: the price difference between the north and south of the blocked metal silicon in Yunnan Silicon Plant] the price of some brands of silicon has been slightly adjusted downwards. The price of 44 silicon in Kunming is around 13000 yuan / ton, and that of 330 silicon is about 13400 yuan / ton. The vehicles affected by the epidemic in Yunnan Province are strictly controlled, and the finished products and raw materials are affected. It is difficult to reduce the delivery of vehicles entering Yunnan in Baoshan, Lincang and other places, and the transportation in the province also requires drivers to have a nucleic acid test certificate on the same day. Transport capacity has recovered slightly in the past two days, but returning to normal can only wait until Ruili's risk level is reduced. Under the superposition of factors such as transportation difficulties, low start-up and rising prices of raw materials, most Yunnan silicon factories offer strong prices, which widens the price gap with the northern supply. "View details

[SMM analysis: China's production of 14000 tons of lithium hydroxide in March showed a significant boost in high nickel demand.] in March, the average monthly price of SMM battery-grade lithium hydroxide was 67674 yuan / ton, up 14.4% from the previous month; downstream production expansion is imminent, and demand supports the price upward. "View details

[nickel Pig Iron Trading Daily Review] the average price of SMM high nickel pig iron is 1090 yuan / nickel point (including factory tax), which is the same as that of the previous trading day. The average price of Indonesian nickel iron is 1080 yuan / nickel point (including tax at Hong Kong). At present, the market transaction situation is not active, reference transactions are rare, nickel prices are low consolidation, nickel iron buyers and sellers are mainly wait-and-see, and the recent nickel iron market supply is still relatively sufficient. "View details

[SMM magnesium ingot spot KuaiBao: magnesium price slightly loosened] Fugu 90 magnesium ingot factory mainstream transaction price 15550-15650 yuan / ton, 95B magnesium ingot mainstream factory price 15850-16050 yuan / ton; Wenxi area mainstream transaction price 15850-16050 yuan / ton, 95B magnesium ingot mainstream transaction price 16250-16450 yuan / ton; the overall market price is 50 yuan / ton lower than yesterday. At present, the downstream wait-and-see mood is strong, the overall demand is weak, and the downstream psychological price is in …. "View details

[hot stocks: the market of titanium dioxide enterprises' intensive price increases in the peak season warms up the industry] Southwest Securities pointed out that foreign titanium dioxide manufacturers are unstable due to raw material problems, while downstream demand at home and abroad is rising. In addition, under the background of cost support given by the high price of titanium concentrate, the titanium dioxide industry has ushered in four rounds of price increases, which is about to break through the all-time high. "View details

[SMM titanium concentrate spot KuaiBao: titanium concentrate price continues to be high] at present, titanium concentrate price is relatively stable, titanium concentrate (TiO2 ≥ 46%) market mainstream quotation is 2300-2350 yuan / ton, titanium concentrate (TiO2 ≥ 47%) market mainstream quotation is 2400-2450 / ton. "View details

[SMM hot rolling arrival: local steel mills rise significantly from the market] according to SMM statistics, the total market resources are expected to arrive at 260000 tons this week, an increase of 40500 tons, or 18.45%, from the previous month. From a sub-market point of view, the Shanghai market: the level of arrival of the market has rebounded slightly this week. At present, most ports are smooth, with the arrival of resources in the Northeast and North China. "View details

[SMM Hangzhou thread inventory: inventory in the peak demand season has entered an accelerated phase of elimination] Hangzhou rebar inventory accelerated this week, inventory 977000 tons, compared with last week-58000 tons, a month-on-month decline of 5.60%. As can be seen from figure 1, Hangzhou rebar inventory reached a peak of 1.162 million tons at the beginning of the year, 115000 tons higher than the same period last year, while the current total inventory is close to the level of the same period last year. Gregorian calendar year-on-year + 20, 000 tons, an increase of 2.09%. So the rate of inventory elimination is faster than in the same period last year. The main reason is that the domestic economy is less affected by the epidemic in 2021, and the speed of enterprises returning to work and production is fast. "View details

[April 7-April 14 Shanghai Hot Volume inventory broadcast] this week's Shanghai Hot Volume inventory of 445800 tons, month-on-month compared with last week-27900 tons, down 5.89%; Gregorian calendar year-on-year-204500 tons, down 31.45%. The elimination of hot volume inventory in Shanghai accelerated this week. On the one hand, SMM hot volume arrival data show that the Shanghai market received 86000 tons of goods last week, the lowest in nearly four weeks, reducing the pressure on storage; on the other hand, the recent expansion of the basis, a large number of low-price selling, accelerated the exportation of the social treasury. "View details

[SMM investigation: Fugu County Shengxin magnesium Industry Co., Ltd. increased magnesium ingots] Fugu County Shengxin magnesium Industry Co., Ltd. increased magnesium ingots in early April. At present, the enterprise produces 40 tons of magnesium ingots per day, and the overall output is expected to be 1200 tons in April. "View details

[SMM Bismuth Industry report: Hunan Shizhuyuan 1000-ton Bismuth Raw material auction] recently SMM learned from the market that Hunan Shizhuyuan Nonferrous Metals Co., Ltd. will have a batch of 1000-ton bismuth raw materials for public auction in the near future, the specific starting price and auction method details have not been completely transparent announced, but there is also news that it may be in the form of public bidding. "View details

[the latest listing price of rare earths in South China has been announced that the price of holmium oxide has been reduced by 20,000 yuan / ton] A few days ago, the price of holmium oxide and yttrium oxide in southern rare earths has remained unchanged, while the prices of holmium oxide and yttrium oxide have been reduced. The average price of yttrium oxide was 91-920000 yuan / ton, down 20, 000 yuan / ton from last week, and the average price of yttrium oxide was 41-43000 yuan / ton, down 2000 yuan / ton from last week. "View details

Important news of metals and industry

With the further recovery of the global economy, copper prices continue to have limited room for callback. Copper prices are expected to be strongly supported around 63000-65000 yuan / ton in April, and there is a high probability of further rebound. "View details

[Tongling Nonferrous: expected net profit in the first quarter increased by 505% over the same period last year] Tongling Nonferrous announced that the net profit in the first quarter is expected to be 350 million yuan to 410 million yuan, an increase of 505.31% to 609.08% over the same period last year. The price of copper cathode, sulfuric acid and iron pellets of the company's main products rose sharply compared with the same period last year, and copper foil processing fees rose sharply, driving performance growth. According to the annual report released on the same day, the net profit of returning to the mother in 2020 was 866 million yuan, an increase of 4.23 percent over the same period last year; operating income was 99.438 billion yuan, an increase of 7.02 percent over the same period last year; basic earnings per share was 0.08 yuan; and it was proposed to pay 0.4 yuan

[BHP Billiton: decarbonization demand for copper doubles] Ragnard (Ragnar Udd), president of BHP Minerals in the Americas, expressed optimism about the future growth in copper demand, attributing it to three aspects: the richness of opportunities, population growth and the need for decarbonization. It said the policy of adopting (EV), fast electric vehicles, which use four times as much copper as gasoline cars, has been clearly favoured in the past 12 months and will need more infrastructure to connect charging stations to Electroweb. "View details

(Peru releases latest mining data copper production rose 0.7 per cent in February from a year earlier, gold production fell 25.5 per cent) (Minem) of Peru's Ministry of Energy and Mines released its latest data set, which showed that copper production in February 2021 increased by 0.7 per cent compared with last year. On the export side, copper increased by 21% in the first month of 2021 over the previous year. On the other hand, both exports and production of gold declined. Exports fell 14.2% in January, while production fell 25.5% in February compared with the same month last year. "View details

[giant copper mines begin to develop green hydrogen energy] in Chile, the largest copper producer, talk of how to help heavy industry switch from fossil fuels to green hydrogen energy has begun to be put into practice. The Chilean government has identified about 40 projects, including mining, and plans to allocate US $50 million this year to reduce electrolysis costs and expand production. The authorities have also set up a technical advisory group to pave the way for a rise in carbon prices, which will make green hydrogen better able to compete with fossil fuels. "View details

Zijin Boer Copper broke the monthly copper concentrate production record in March. Zijin Boer Copper Co., Ltd., the Serbian branch of China Zijin Mining Group, set a new monthly record for copper concentrate production in March. For the first time since Zijin's development, more than 5000 tons of refined copper have been produced in one month, or more accurately, 5188 tons. A total of 2016 tons of copper concentrate were produced at the Veliki Krivelj mine in March, while the Majdanpek and Novo Cerovo mines contributed 1823 tons and 1003 tons, respectively. "View details

[Ukraine's bauxite imports increased by 6 per cent in the first quarter of 2021] it is reported that Ukrainian bauxite imports from January to March 2021 were 1.303 million tons, an increase of 6 per cent over the same period last year. Imports of bauxite rose 11.8% in currency terms to $59.853 million in the first quarter, according to data released by Ukraine's General Administration of Customs. "View details

[Chinalco Group makes every effort to promote green, low-carbon and high-quality development] in order to conscientiously implement Xi Jinping's thought of ecological civilization, implement the relevant work arrangements of the CPC Central Committee and the State Council, and speed up the pace of green and low-carbon development of Chinalco Group, on April 9, Chinalco Group held a special lecture on "Chinalco auditorium" carbon neutralization work. Li Gao, director of the Climate change Department of the Ministry of Ecology and Environment, and Professor Chai Liyuan, academician of the Chinese Academy of Engineering and dean of the School of Metallurgy and Environment of Central South University, were invited to make a special interpretation Yao Lin, secretary of the party group and chairman of the Chinalco Group, presided over the lecture. Liu Xiangmin, general manager and deputy secretary of the party group of Chinalco, and group leaders Aohong, Feng Guiquan, Xu Zhiwu, Liu Jianping, Chen Qi, Ye Guohua and Dong Jianxiong attended the lecture. "View details

[Guosheng Securities: the inflection point of industrial metal inventory gradually shows the multi-point flowering of new energy metals] Electrolytic aluminum has officially entered the depot stage, and the inventory of electrolytic copper has been increasing, but on the low side compared with the same period last year. Copper and aluminum prices are expected to be supported by fundamentals under demand repair. Carbon neutralization carbon peak and rising global inflation may be the main line of core investment in Q2 non-ferrous plate. It is suggested that we should mainly focus on electrolytic aluminum and aluminum processing leading enterprises. From the bottom up, the electric vehicle industry chain, especially the upstream resource end, still maintains a high boom, especially the supply bottleneck of spodumene market is particularly prominent. "View details

[tin shares: expected net profit in the first quarter will increase by 538% per cent over the same period last year] Tin Industry Co., Ltd. announced that it is expected to make a net profit of 305 million yuan to 335 million yuan in the first quarter of 2021, an increase of 537.57% 600.29% over the same period last year. Commodity prices continued to rise in the first quarter of 2021 due to factors such as macroeconomic and improved supply and demand. The market price of the company's main products tin and copper metal has increased greatly and reached a new high in recent years, while the main product zinc metal has increased greatly in stages. The company has fully seized the market opportunity and actively organized production and operation, and its performance in the first quarter has risen sharply compared with the same period last year.

[Yongxing material: the net profit of the first quarter of 2021 is expected to increase by 60%. The lithium business becomes the main profit increase point] on April 14, Yongxing material disclosed its first quarter 2021 results forecast. According to the announcement, during the reporting period, the net profit of the shareholders of the company belonging to listed companies is expected to be 118.5042 million yuan to 125.9107 million yuan, an increase of 60.005 percent over the same period last year, of which the net profit after deducting non-recurring profits and losses is 85.065 million yuan to 91.8702 million yuan, an increase of 150.00percent and 170.00percent over the same period last year. "View details

[Galaxy Resources Lithium concentrate production rose 39.7% year-on-year in the first quarter, optimistic about the prospect of global lithium demand] on April 12, Galaxy Resources Co., Ltd. released its quarterly earnings conference call in March 2021. It was mentioned at the meeting that Catlin Mountain had successfully returned to its nameplate capacity (maximum capacity), achieving a quarterly lithium concentrate production of 46588 dry metric tons (dmt), an increase of 39.7 per cent and a recovery rate of 60 per cent over the previous quarter. The quality of its 5.8%Li2O products meets customer requirements. A total of 29917 dry metric tons of lithium concentrate were shipped during the quarter, while the second batch of 15000 dry metric tons of lithium concentrate was delayed until early April due to the late arrival of ships. "View details

[Pacific Securities: Huahong Technology rare Earth recovery elasticity has more room for growth, scrap benefits long-term carbon neutralization] Huahong Technology released a forecast for the first quarterly report of 2021, which is expected to have a net profit of 125 million yuan for 2021Q1, an increase of 704.98% and 833.77% over the same period last year. The rising prices of rare earths and combined factors are the main reasons for the higher-than-expected results. Compared with the same period last year, the company's rare earth subsidiary was included in the consolidated statement, and the price of rare earths has risen sharply since the end of last year, driving the company's performance to exceed expectations. "View details

[Oriental Securities: Huayou Cobalt contributes excess profit Ternary material Integration is expected to release stronger profitability] Huayou Cobalt released its annual report in 2020, with annual revenue of 21.187 billion yuan, an increase of 12.4% over the same period last year, and a net profit of 1.165 billion yuan, an increase of 87.5% over the same period last year. The substantial increase in the company's performance in 2020 is the result of multi-business resonance, and the rapid volume of ternary precursors is expected to contribute to the double elasticity after the nickel project is put into production. "View details

[tight supply and demand may push the price of hot-rolled coil in India to its highest level since 2008] it is reported that the local (HRC) price of hot-rolled coil in India is expected to rise by another 2000-3000 Indian rupees per tonne (US $27-40 per tonne), as steel mills are expected to raise prices for the second time in April. Steel mills will continue to raise basic prices in April and push hot-rolled coil prices to their highest level since 2008, CARE Ratings said in a report. "View details

[Ministry of Commerce: steel prices rose slightly last week] according to the Ministry of Commerce, last week (April 5-11) the national market price of edible agricultural products fell by 2% compared with the previous week, while the market price of means of production rose by 1%. Means of production market: steel prices rose slightly, of which the prices of ordinary medium plate, channel steel, high-speed wire rod and rebar were 5236 yuan, 5040 yuan, 4955 yuan and 4808 yuan per ton, up 2.7%, 2.5%, 2.3% and 2.3% respectively. "View details

[AVIC Securities: continuous optimization of product structure of Baotian shares, fixed increase in landing to help open capacity bottleneck] the net profit of returning home in the first quarter of 2021 was about 92 million yuan (+ 122. The net profit of deducting non-return is about 88 million yuan (+ 125. With the continuous optimization of the company's product structure, the operating efficiency has been further improved, creating the highest performance in the first quarter since 2009. "View details

[northern rare earths annual report: 35.1% year-on-year increase in net profit] Northern rare earths announced that the company achieved a total revenue of 21.246 billion yuan in 2020, an increase of 17.43% over the same period last year, and the net profit belonging to shareholders of listed companies was 833 million yuan, an increase of 35.1% over the same period last year. It is proposed to send 0.7 yuan for 10 dispatch.

[big trading house: individual customers are not allowed to hold positions in the iron ore delivery month of the I2205 contract] the big trading house issued a notice on revising the relevant rules on iron ore futures warehouse restrictions yesterday, which revised the risk Management measures of Dalian Commodity Exchange and the hedging Management measures of Dalian Commodity Exchange. The revised rules will take effect from the I2205 contract. "View details

[Benxi Steel is expected to achieve a net profit of 687 million yuan in the first quarter of 2021 compared with the same period last year.] as for the main reason for the pre-increase in performance, Benxi Steel said that during the reporting period, the company persisted in taking economic benefits as the center, practiced its internal skills hard, and persistently promoted the work of reducing costs and increasing efficiency. While increasing production and reducing cost, give full play to the equipment and technological advantages of each unit to improve the efficiency of the unit. Deepen the adjustment of product structure, improve the utilization rate of production capacity, optimize the allocation of resources and variety structure based on the benefits of production lines and varieties, raise the proportion of high specifications and varieties, and maximize product benefits. "View details

Terminal information

[southern Glass A: net profit increased by 381% to 446% in the first quarter] according to the performance forecast, the company's net profit in the first quarter of 2021 is expected to be 535 million yuan to 608 million yuan, an increase of 381% to 446% over the same period last year. During the reporting period, benefiting from the improvement of real estate completion and the continued prosperity of the photovoltaic industry, the prices of float glass and photovoltaic glass rose year-on-year and Qingyuan energy-saving second line turned to commercial operation, and the sales of the company's main products increased significantly compared with the same period last year. and the company's base was low in the same period last year.

[Shanghai Nanhui New Town: promoting the Construction of Shanghai Tesla Super Factory Project] Wu Jie, full-time deputy director of the management committee of Lingang New District, said that Nanhui New City will create an "industrial breakthrough production-city integration zone" featuring industrial core, livable industry, low-carbon green and space compound. Among them, focus on the "Oriental Core Port" characteristic industrial park, forming the most perfect industrial ecology, integrated circuit innovation and development highland with important influence at home and abroad. Focus on the characteristic industrial park of "Life Blue Bay" to create an international biomedical industry base with the functions of "research and development, production, testing and display". We will promote the construction of the Shanghai Tesla Super Factory project and serve the hundreds of billions of new energy vehicle industry clusters in the new area of Hong Kong.

[Shanghai Nanhui New City: vigorously develop integrated circuits, intelligent new energy vehicles, hydrogen industry, etc.] Zhu Zhisong, executive deputy director of the management committee of Shanghai Lingang New District, said that during the 14th five-year Plan period, Nanhui New City will fully implement the "Ten capacity Plan", including 45 specific measures and 20 major projects, to enhance the comprehensive functions of the city in an all-round way. We will vigorously develop integrated circuits, artificial intelligence, biomedicine, civil aviation, intelligent new energy vehicles, high-end equipment manufacturing, hydrogen energy industry and green remanufacturing industry.

[energy-saving wind power performance KuaiBao: first-quarter net profit of 300 million yuan up 119% over the same period last year] Energy-saving wind power released its performance in the first quarter of 2021, KuaiBao, with a total operating income of 885 million yuan, an increase of 42.62% over the same period last year; net profit belonging to shareholders of listed companies was 299 million yuan, an increase of 118.50% over the same period last year; and basic earnings per share was 0.060 yuan. This is mainly due to the increase in the power supply of wind power projects in some regions of the company during the reporting period compared with the same period last year and the operation of new projects that have been put into operation.