Domestic Semiconductors equipment manufacturers discuss how to break through in the Industry: The prosperity of end terminals like AI is being transmitted to the equipment sector, and tariff policies do not change the opportunities for growth overseas.

① Many semiconductor equipment manufacturers have stated that their product demand in this year's market is driven by growth in AI, 5G, Internet of Things, New energy Fund vehicles, and other emerging applications, leading to a continued rebound in the overall industry situation; ② Despite the intense changes in international trade policies, domestic semiconductor equipment manufacturers remain bullish on growth opportunities in overseas markets, and strengthen cooperation with domestic and foreign peers, customers, suppliers, etc. to jointly mitigate risks.

cls.cn23:17 ET

The market may reach a critical juncture in the short term, with Banks and Electrical Utilities showing repeated activity, and the Technology Sector poised to take off.

Track the entire lifecycle of the main Sector.

cls.cn21:20 ET

A nationwide blackout occurred in Spain and Portugal, and CHINA POWER equipment is expected to accelerate its international expansion.

① On April 28, a large-scale power outage occurred in parts of Spain, Portugal, and southern France, affecting millions of people. ② Wanlian Securities pointed out that against the backdrop of energy transition, the Global Wind Power installed capacity is rapidly increasing, coupled with the upgrade of Power Grid Equipment, leading to stable growth in Global power grid construction investment.

cls.cn20:01 ET

Brokerage morning meeting highlights: Bullish on investment opportunities in the Commercial Property Sector in 2025.

At today's brokerage morning meeting, Guotai HAITONG SEC proposed to prioritize allocation to leading brokerages with significant comprehensive advantages and stronger cross-border asset allocation capabilities; GF SEC believes that the coal price median may decline in 2025, and leading companies are expected to maintain overall stable profitability; HTSC expressed a Bullish outlook on investment opportunities in the Commercial Property Sector for 2025.

cls.cn19:46 ET

Shanghai Electric Group's Q1 Net income surged by 145.7%, with an increase in gross profit margin from core Business | Earnings Reports insights.

In the first quarter, Shanghai Electric Group's performance showed a significant recovery, with operating income increasing by 8.06% year-on-year, and net income increasing sharply by 145.69%. The net income excluding non-recurring items turned a loss into a profit. This improvement in performance is mainly attributed to the steady development of the company's core business, with an increase in core business revenue and gross profit during the reporting period compared to the same period last year.

wallstreetcnApr 28 09:48 ET

In Q1, Tsingtao Brewery's net income increased by 7.08% year-on-year, with the main brand's sales steadily growing by 4.1%.

Tsingtao Brewery's profitability steadily improved in Q1. Revenue grew by 2.91% year-on-year, and net income increased by 7.08% year-on-year. The main brand, Tsingtao Brewery, saw a steady sales growth of 4.1%, with online sales reaching a record high. On the 28th, Tsingtao Brewery announced its first-quarter performance: Revenue: 10.45 billion yuan, an increase of 2.9% year-on-year. Net income: The net income attributable to shareholders of the listed company reached 1.71 billion yuan, an increase of 7.08% year-on-year. EPS: 1.254 yuan, compared to 1.172 yuan for the same period last year, a growth of 6.72%. Sales steadily increased, and structural optimization showed significant results as revealed in the earnings reports.

wallstreetcnApr 28 08:26 ET