Double Week Company (2022.9.1—2022.9.15)

The National Railway Group lost 80.4 billion yuan in the first half of the year "China's Most Money High Speed ​​Rail".

On September 1, China National Railway Group (hereinafter referred to as "National Railway Group") disclosed the financial accounts in the first half of 2022. The Group achieved total operating income of 485.7 billion yuan, a year -on -year decrease of 27.1 billion yuan, and a net profit loss of 80.4 billion yuan; The quarterly loss was 34.3 billion yuan, which narrowed 11.8 billion yuan from the first quarter. As of the end of the second quarter, the debt ratio of the National Railway Group was 66.81%.

The National Railway Group stated that the main reason for the loss of net profit is to send out the epidemic, which has a greater impact on railway transportation operations, and passenger transport and diversified operations are particularly serious. In the first half of the year, the investment of railway fixed assets remained high, and the total liabilities increased. Railway liabilities are mainly investment liabilities. It is essentially different from the operating liabilities that maintain simple reinstation, which corresponds to high -quality assets. Railway passenger and cargo transportation and multiple operations have stable cash flow, have good debt repayment, and have a stable and controllable debt risk.

The total income of the National Railway Group is mainly composed of passenger revenue and freight revenue. In the first half of the year, the National Railway Group realized freight revenue of 234.4 billion yuan, an increase of 9.6%year -on -year; passenger revenue declined significantly at 96.5 billion yuan, a year -on -year decrease of 59.9 billion yuan, a decrease of 38.3 38.3 %.

The Beijing -Shanghai high -speed rail (601816.SH, the actual controller is the National Railway Group), which is known as the "most profitable high -speed rail in China", is also losing money. It achieved revenue of 7.928 billion yuan in the first half of the year, a year -on -year decrease of 47.49%; A year -on -year decrease of 137%. Among them, the second quarter of this year was the first quarterly loss since its listing in January 2020. The Beijing -Shanghai high -speed railway said that in the first half of the year, many regions along the Beijing -Shanghai high -speed railway, especially Shanghai, Beijing, and other major cities, there were many clustered new crown pneumonia epidemic, and the duration was longer, which brought a sustainable impact on operating performance.

Shimao transferred the equity

3.3 billion yuan in funds

On the evening of August 31, Shimao Group (0813.HK) issued an announcement saying that it had signed an equity transfer agreement with China Resources Land. Shimao transferred the equity of 4 subordinate project companies to China Resources land, with a total amount of 3.316 billion yuan. The equity of these four project companies is 49%of Beijing Heli Yunxing Real Estate Co., Ltd.; 51%equity of Beijing He Shengrun Jinglian Co., Ltd.; 49%equity of Beijing Huiying Decoration Engineering Co., Ltd.; Equity. The assets of the first two companies are L-39 and L-41 plots located in Mito Village, Nanyuan Township, Fengtai District, Beijing. The latter two companies are indoor decoration companies developed by these two plots.

50,000 tons projects

"Ning Wang" has a market value of 32.1 billion yuan a day

On September 7, Ningde Times answered investors' questions through the Shenzhen Stock Exchange interactive Easy platform that the cancellation of the production cooperation with Yongxing Material Yichun's lithium carbonate, which will not affect the development of the company's lithium ore. In January of this year, Yongxing Materials signed the "joint venture business agreement" with Ningde Times. The two parties will set up a joint venture company to invest in the construction of 50,000 tons of lithium carbonate projects and cooperate in the company's lithium carbonate products. On the evening of September 5, Yongxing Materials announced that they agreed to sign the "termination agreement for joint venture business agreement" with Ningde Times. Affected by the news, on September 6, the stock price of Ningde Times once fell more than 5%. As of the close of the day, the Ningde Times fell 2.81%to 455.20 yuan/share, and the market value of 32.1 billion yuan evaporated a day.

The top 500 Chinese enterprises are released from the first national power grid first

On September 6, the Chinese Enterprise Federation released a list of Fortune 500 Chinese Enterprises. State Grid, China Petroleum, Sinopec, China Construction Co., Ltd., Industrial and Commercial Bank of China, China Construction Bank, China Ping An Insurance, Agricultural Bank of China, Sinochem of China, and China Railway Engineering Group rank among the top ten. The total revenue of the Fortune 500 operated industry reached 10.248 trillion yuan, exceeding the 1 million yuan mark for the first time, an increase of 1.2.65 trillion yuan from the previous year, an increase of 14.08%; the total assets were 37.253 trillion yuan, an increase of 28.95 trillion yuan over the previous year. , Increased by 8.43%; a total of 4463.468 billion yuan was achieved, an increase of 9.63%over the previous year.

Apple bar on the Brazilian government

On September 6, local time, the Brazilian government ordered Apple to stop selling iPhone, which was not equipped with a charger in the country, and fined Apple to 12.275 million (about 2.38 million US dollars). The Brazilian side believes that there is no evidence that the mobile phone without a charger is environmentally friendly. In this regard, Apple issued a statement saying that the decision to ban Brazil's decision to ban the company's iPhone that does not attach a charger. "In Apple, everything we do take into account the impact on people and the earth. Manufacturing needs to consume a lot of zinc and plastic. If a charger is accompanied by a charger, it will reduce carbon emissions by more than 2 million tons, which is equivalent to reducing 500,000 cars per year. "

(This article was published in "China Economic Weekly", No. 17, 2022)

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