“中国富豪”已经从台北转移到了上海。
金融市场开始今天的交易之前，中国主要金融区的投资者们正在谈论的是以下话题：
中国搜索引擎百度公司的创始人李彦宏说，不断增长的因特网访问量带动了公司的广告收入，百度公司一季度的净利润上升了76%，达到2亿9900万美元。百度二级市场上的美国交易额有所下降，这恐怕是发展过热催发突然下降的担忧导致，今日其他互联网股票可能也会因此受到影响。
昨晚还有一则消息称，对于那些想跟着iPhone和iPad发财的投资者来说，如果考虑中国供应商的话，那么大陆和台湾根本就没法比。然而，当苹果今天高调宣布上一季度利润增长94%时，苹果中国供应商的股价应该也会因此上升。这其中就包括比亚迪、苏州安洁科技股份有限公司和歌尔公司。
另一个比较有影响力的中国零售商自去年初上市后，利润就不断下滑，直到股价降到最低点。浙江森马服饰股份有限公司董事长邱光和说，前三个月该公司净利润比1年前下降了39%，现在只有250万美元。投资者昨日曾预言该公司的股价将下跌6%，几乎接近自其在深圳上市以来的最低点。全球零售商现在已经盯上了中国的零售客户，其中就包括Gap公司和沃尔玛。
来自能源和矿业板块的消息称，自永晖焦煤宣布董事长王兴春将出售29.9%的股票给国家控股的铝业巨头中国铝业（目前股价是2.12港元美股）后，该公司的股价昨天结束小幅震荡，报收1.87港元。中国铝业的美国股价当晚在纽约就上升了0.6%。皮博迪能源公司持有其5%的股票，并于1月份在永晖焦煤的董事会上有了一席之地。王兴春2011年在中国福布斯富人排行榜上位列第377名，以前他拥有该公司43.1%的股份。
在家电行业，中国家电巨头GD美的控股集团昨天宣布其一季度收入减少42%，降到28亿美元时，该公司的股价立即下跌了3.9%。美的试图设计出利润更高的产品，加上政府停止对节能产品的补贴，这才导致美的销售额的下降。但美的的净利润却上升了22%，达到1亿3800万美元。合伙人何享健以62亿美元的身价位居2012年福布斯富豪排行榜的161名。美的是联合科技公司的合伙公司。
周一，中国本土女富豪何巧女在宣布其令人失望的公司收入后，股价就开始持续下滑。在深圳上市的北京东方园林股份有限公司宣布，其一季度损失达500万美元，成本上升是部分原因。该公司的收入增长了56%，达4000万美元。该公司还预计与去年的2亿500万人民币（月3300万美元）相比，今年上半年的净利润将增长20%到50%。她和丈夫以11亿美元的身价位列2012年福布斯富豪排行榜的第1075名。
今年， 预计8家台湾企业将在中国上市；这周就有一家新公司，怡球金属资源再生（中国）股份有限公司。这是一家铝产品回收公司，在中国、美国和马来西亚都设有工厂。该公司周二上市首日就被叫停。该公司的客户有丰田、飞利浦、博世和德尔福公司。
今天，又有三家公司开始在国内交易所买卖：广州市宜通世纪科技有限公司，这是一家科技服务类公司，客户有爱立信和中国移动；任子行网络技术股份有限公司，这家公司主要销售互联网安保产品；新疆天山畜牧生物工程股份有限公司，这家公司主要生产牲畜饲料。
Note: “China Wealth” returns to Shanghai today from Taipei.
Investors in China’s main financial district are talking about the following before the start of trade today:
China search engine Baidu, led by the country’s billionaire entrepreneur Robin Li, said today net profit in the first quarter rose by 76% to $299 million as growing Internet use helped advertising sales. The company’s U.S.-traded shares were lower in aftermarket trading on worries of a slowdown from that torrid growth pace, a concern that might affect other Internet shares today.
In other overnight news, the mainland can’t compare with Taiwan when it comes to home-grown suppliers to Apple that investors looking to profit from iPhone and iPad growth can consider buying. Yet Apple’s thunderous 94% profit growth in its latest quarter announced today may give a boost to shares in the company’s Chinese suppliers. That group includes BYD, Suzhou Anjie Technology and GoerTek.
Another influential Chinese retailer has posted a drop in earnings, sending its shares to the lowest close since it went public early last year. Shenzhen-listed Zhejiang Semir Garment, led by billioniaire Qiu Guanghe, said net profit in the three months to March fell by 39% from a year earlier to $25 million Investors yesterday bid the shares down by 6% to the lowest close since the company listed. A slew of global retailers have been taking aim at Chinese retail customers, including the Gap and Wal-Mart.
In news involving the energy and minerals industries, shares in Winsway Coking Coal ended little changed at HK$1.87 yesterday after the company said chairman Wang Xingchun would sell a 29.9% stake to government-controlled aluminum giant Chalco, pricing the shares at HK$2.12 each. Chalco’s U.S.-traded shares rose by 0.6% overnight in New York. Peabody Energy, which owns 5% of its shares and in January took a seat on Winsway’s board of directors. Wang Xingchun ranked No. 377 on the 2011 Forbes China Rich List, and previously owned 43.1% of the company.
In the appliance industry, shares in Chinese appliance giant GD Midea Holding fell 3.9% yesterday after the company said its first-quarter revenue dropped 42% to $2.8 billion. Sales fell as Midea tried to pursue more profitable items and government subsidies for energy-saving products ended. Net profit rose 22% to $138 million. Co-founder He Xiangjian, ranked No. 161 on the 2012 Forbes Billionaires List with wealth of $6.2 billion. Midea is a joint venture partner of United Technologies.
Shares in a company controlled by one of China’s self-made women billionaires, He Qiaonv, continued to slide yesterday after it posted disappointing earnings on Monday. Shenzhen-listed Beijing Orient Landscape said it lost $5 million in the first quarter, in part in higher costs. Revenue rose by 56% to $40 million. Its shares lost 2.3% yesterday, a day after losing 5.5% on Monday. The company expects net profit in first half will grow by 20% to 50%, compared with last year’s 205 million yuan, or $33 million. He and her husband ranked No. 1075 on the 2012 Forbes Billionaires List with wealth of $1.1 billion.
About eight Taiwan-controlled businesses expect to list in China this year; one new one this week, Yechiu Metal Recycling (China), an aluminum products and scrap company with operations in China, the U.S. and Malaysia,fell back yesterday after bolting 16% on its debut in Shanghai on Tuesday. Yechiu’s customers include Toyota, Philips, Bosch and Delphi.
Three companies will start trading at domestic exchanges today: Guangdong Eastone Century Technology, a technology services company whose customers include Ericsson and China Mobile; Surfilter Network, which sells Internet security products; and Xinjiang Tianshan Animal Husbandry Bio-Engineering, a supplier of cattle breeding materials.
