focus today
[ Hainan Airlines Holding Co.Ltd(600221) : it is estimated that the non net loss deducted in 2021 will be 8.8 billion yuan to 10.5 billion yuan]
According to the announcement of Hainan Airlines Holding Co.Ltd(600221) , the net profit in 2021 is expected to be 4.5-6.2 billion yuan. The turnaround of the company’s performance is mainly due to restructuring, with an impact of about 16-17.6 billion yuan; It is estimated that the net loss attributable to shareholders of listed companies after deducting non recurring profits and losses in 2021 will be 8.8 billion yuan to 10.5 billion yuan.
[ Contemporary Amperex Technology Co.Limited(300750) : the net profit in 2021 is expected to increase by 151% – 196% year-on-year]
According to the announcement of Contemporary Amperex Technology Co.Limited(300750) , the net profit in 2021 is expected to be 14-16.5 billion yuan, with a year-on-year increase of 150.75% – 195.52%. In 2021, the market penetration of new energy vehicles and energy storage increased, driving the growth of battery sales; Market development has made progress, new production capacity has been released, and production and sales have increased accordingly. Xiaocai note: Q3 net profit is 3.267 billion yuan. Based on this calculation, Q4 net profit is expected to be 6.249 billion yuan – 8.749 billion yuan, an increase of 91% – 167% month on month.
[ Tianjin Zhonghuan Semiconductor Co.Ltd(002129) : the net profit in 2021 is expected to increase by 249% – 286%]
According to the announcement of Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , the net profit in 2021 is expected to be 3.8-4.2 billion yuan, with a year-on-year increase of 248.95% – 285.68%. The production capacity of the company’s semiconductor photovoltaic 210 products has been accelerated, and the differentiation and cost advantages of 210 products are used to alleviate the cost pressure of downstream customers and improve their competitiveness; The production efficiency of a single furnace is leading in the industry, the silicon material consumption rate per unit product has decreased significantly year-on-year, and the silicon wafer output rate and product a rate have increased significantly; By accelerating the commissioning of new production lines, the semiconductor materials business released effective production capacity and improved product supply capacity. The production and sales scale increased significantly year-on-year, and the product structure was further improved. Xiaocai note: Q3 net profit is 1.282 billion yuan. Based on this calculation, Q4 net profit is expected to be 1.039 billion yuan – 1.439 billion yuan, with a month on month change of – 18% – 12%.
[ Hubei Yihua Chemical Industry Co.Ltd(000422) : the fourth quarter net profit is expected to decline by 72% – 98% month on month]
According to the announcement, the net profit in 2021 is expected to be 1.5-1.7 billion yuan, with a year-on-year increase of 1195.39% – 1368.11%. The load level of production units is high and stable, and the market price of leading products rises sharply; The company’s original 550000 ton ammonia alcohol unit reconstruction project needs to be relocated to a new site. At the end of 2021, the unrecoverable part of its investment will be evaluated and provision for impairment will be made. At the same time, the company will clean up its long-term assets and make provision for impairment. The net profit of the company in a single quarter in the fourth quarter is significantly lower than that in the third quarter. On the same day, it was announced that the synthetic ammonia and urea units of joint chemical and Xinjiang Tianyun have fully resumed production recently. Xiaocai note: the net profit of Q3 is 762 million yuan. Based on this calculation, the net profit of Q4 is expected to be 13-213 million yuan, down 72% – 98% month on month.
[ Tcl Technology Group Corporation(000100) : it is estimated that the net profit in 2021 will increase by 128% – 135% year-on-year]
Tcl Technology Group Corporation(000100) announced that in 2021, the company’s pre profit was 10 billion yuan – 10.3 billion yuan, a year-on-year increase of 128% – 135%. During the reporting period, the operating revenue of semiconductor display business increased by more than 80% year-on-year, and the net profit increased by more than 330% year-on-year. Central semiconductor merged in the fourth quarter of 2020, becoming a new driver of the company’s performance growth in 2021. Xiaocai note: the net profit of Q3 is 2.318 billion yuan. Based on this calculation, the net profit of Q4 is expected to be 898 million yuan – 1.198 billion yuan, down 48% – 61% month on month.
[ Kangmei Pharmaceutical Co.Ltd(600518) : it is estimated that the non net loss deducted in 2021 will be 5.76 billion yuan – 8.64 billion yuan]
According to the announcement of Kangmei Pharmaceutical Co.Ltd(600518) , the net profit attributable to shareholders of Listed Companies in 2021 is expected to turn losses into profits, with a net profit of 5.625 billion yuan to 8.438 billion yuan compared with the same period of last year. The net income from relevant restructuring was about 17.5 billion yuan, resulting in a large year-on-year increase in the company’s performance. After deducting non recurring gains and losses, the company’s performance is expected to lose 5.76 billion yuan to 8.64 billion yuan.
[ Will Semiconductor Co.Ltd.Shanghai(603501) : the net profit in 2021 will increase by 65% – 80% year-on-year]
According to the announcement of Will Semiconductor Co.Ltd.Shanghai(603501) , the net profit in 2021 is expected to be 4.468 billion yuan – 4.868 billion yuan, with a year-on-year increase of 65.13% – 79.91%. With the increasing market demand for image sensors in automobile, security and other fields, the performance of the company’s image sensor solutions has achieved sustained growth; Touch and display solutions business has also brought new profit growth points. Xiaocai note: Q3 net profit is 1.275 billion yuan. Based on this calculation, Q4 net profit is expected to be 950 million yuan – 1.115 billion yuan, down 12% – 25% month on month.
[ Huabao Flavours & Fragrances Co.Ltd(300741) : Director Lin Jiayu was filed for investigation by Hengyang County Supervision Commission]
Huabao Flavours & Fragrances Co.Ltd(300741) announced that the company received the notice of filing a case from Hengyang County Supervision Committee this afternoon, which decided to file an investigation into the violation of the law by the company’s director Lin Jiayu. Subsequently, the company learned from Lin Jiayu’s family that he was currently under residential surveillance at the designated residence of Changsha County Public Security Bureau. Lin Jiayu is the son of Zhu linyao, the actual controller of the company, and also serves as the chairman of Huafeng China, the controlling shareholder of the company, and Xiangyue technology, the person acting in concert.
[ China Telecom Corporation Limited(601728) disclose measures to stabilize the stock price: the controlling shareholder plans to increase its holdings by no less than 500 million yuan within 12 months]
According to the announcement of China Telecom Corporation Limited(601728) , the controlling shareholder China Telecom Corporation Limited(601728) group plans to increase its holdings by no less than 500 million yuan within 12 months from January 28, 2022. There is no price range for this increase, and the source of funds for the increase is its own funds. The 4 billion yuan share increase plan disclosed by the company on September 22, 2021 is still within the implementation period, which is implemented separately from the stable share price increase plan.
[ Neusoft Corporation(600718) : the net profit in 2021 is expected to increase by 686% – 823%]
According to the announcement of Neusoft Corporation(600718) , the net profit in 2021 is expected to be 1.031 billion yuan – 1.221 billion yuan, with a year-on-year increase of 686% – 823%, and the main business sectors such as intelligent vehicle interconnection maintain a growth trend. Xiaocai note: the net profit of Q3 is 19 million yuan. Based on this calculation, the net profit of Q4 is expected to be 938 million yuan – 1.128 billion yuan, an increase of 4836% – 5836% month on month.
[ Dong-E-E-Jiao Co.Ltd(000423) : the net profit in 2021 is expected to increase by 888% – 997%]
According to the announcement of Dong-E-E-Jiao Co.Ltd(000423) , the net profit in 2021 is expected to be 428-475 million yuan, with a year-on-year increase of 888% – 997%.
Xiaocai note: the net profit of Q3 is 152 million yuan. Based on this calculation, the net profit of Q4 is expected to be 127 million yuan – 174 million yuan, with a month on month change of – 16% – 14%.
[ Aluminum Corporation Of China Limited(601600) : the net profit in 2021 is expected to increase by 561% – 615% year-on-year]
According to the announcement of Aluminum Corporation Of China Limited(601600) , the net profit attributable to shareholders of listed companies is expected to be 4.9 billion yuan to 5.3 billion yuan in 2021, with a year-on-year increase of 561% to 615%. The company seized the market opportunity of high aluminum price, paid close attention to cost reduction, efficiency increase and management efficiency improvement, realized a significant increase in the gross profit of main products compared with the same period last year, and steadily improved the operation level. Xiaocai note: the net profit of Q3 is 2.232 billion yuan. Based on this calculation, the net profit of Q4 is expected to lose 07 million yuan to 407 million yuan.
[Shanghai stock market’s first annual report released: Shanghai Kaikai Industry Company Limited(600272) net profit in 2021 increased by 59% year-on-year]
The first annual report of Shanghai Stock Exchange was released, Shanghai Kaikai Industry Company Limited(600272) in 2021, the operating revenue was 670 million yuan, a year-on-year decrease of 12.08%; The net profit attributable to the parent company was 21.7172 million yuan, a year-on-year increase of 58.81%; The basic earnings per share is 0.09 yuan. It is proposed to distribute a cash dividend of RMB 0.27 (including tax) for every 10 shares.
[ China Petroleum & Chemical Corporation(600028) : the net profit in 2021 is expected to increase by 103% – 122% year-on-year]
According to the announcement of China Petroleum & Chemical Corporation(600028) , the net profit is expected to increase by 34 billion yuan to 40 billion yuan in 2021, with a year-on-year increase of about 103% to 122%. In 2021, the international crude oil price increased significantly year-on-year, China’s economy recovered steadily, and the demand for petroleum and petrochemical products recovered. The gross profit of the company’s main business increased significantly, and the net profit attributable to the parent company reached the best level in the same period of nearly a decade. Xiaocai note: Q3 net profit is 20.739 billion yuan. Based on this calculation, Q4 net profit is expected to be 7.032 billion yuan – 13.032 billion yuan, down 37% – 66% month on month.
[ China Shenhua Energy Company Limited(601088) : net profit in 2021 increased by 28% year-on-year]
According to the announcement of China Shenhua Energy Company Limited(601088) , the net profit in 2021 is expected to be about 50.3 billion yuan, with a year-on-year increase of about 28%. During the reporting period, the group’s coal sales volume and average sales price increased year-on-year, shipping freight volume and freight rate increased year-on-year, and the price of polyolefin products increased year-on-year. Xiaocai note: the net profit of Q3 is 14.725 billion yuan. Based on this calculation, the net profit of Q4 is expected to be 9.549 billion yuan, down 35% month on month.
[ China Xd Electric Co.Ltd(601179) : the holding subsidiary plans to be split and listed]
According to the announcement of China Xd Electric Co.Ltd(601179) , in order to better integrate resources and expand and strengthen the electrical equipment testing business, the board of directors agreed to the preparatory division and listing of Xi’an High Voltage Electrical Research Institute Co., Ltd., the holding subsidiary of the company.
Investment & signing
[ Jiangsu Guotai International Group Co.Ltd(002091) : it is proposed to build a 300000 ton / a lithium ion battery electrolyte project]
Jiangsu Guotai International Group Co.Ltd(002091) announced that the holding subsidiary Ruitai new materials plans to set up a wholly-owned subsidiary Quzhou Ruitai new energy materials Co., Ltd. with an annual output of 300000 tons of lithium-ion battery electrolyte project with a total investment of 1.51 billion yuan.
[ Xiamen Tungsten Co.Ltd(600549) : it is proposed to invest 842 million yuan in the construction of 60 billion meters of tungsten wire production line for photovoltaic]
Xiamen Tungsten Co.Ltd(600549) it is announced that Xiamen Honglu, a subsidiary of the company, plans to invest 842 million yuan to build a 60 billion meter photovoltaic tungsten wire production line project in Xiamen Honglu Tianxiang plant. By further expanding the application of fine tungsten wire in non lighting field, it is conducive to the company to quickly occupy the application market of diamond wire bus for photovoltaic.
[ Cecep Solar Energy Co.Ltd(000591) : it is proposed to invest 449 million yuan in the construction of Chongyang shaping 98 MW agricultural photovoltaic complementary power generation project]
According to the announcement of Cecep Solar Energy Co.Ltd(000591) , China Energy Conservation (Chongyang) Cecep Solar Energy Co.Ltd(000591) Technology Co., Ltd., a wholly-owned subsidiary of the company, plans to invest in the construction of 98 MW agricultural photovoltaic complementary power generation project in shaping, Chongyang, with a total investment of 449 million yuan.
[Deyuan pharmaceutical: it is proposed to invest a total of 165 million yuan in Tongli Haiyuan and Jingda biology]
Deyuan pharmaceutical announced that the company plans to invest 155 million yuan in Tongli Haiyuan by means of capital increase. After the completion of this investment, the company holds 55% equity of Tongli Haiyuan. On the same day, it was announced that it planned to invest 10 million yuan in Jingda biology. After the completion of this investment, the company holds 5.56% equity of Jingda biology.
[ Jilin Electric Power Co.Ltd(000875) : Hainan Jineng new energy Co., Ltd.]
Jilin Electric Power Co.Ltd(000875) it is announced that in order to coordinate the development of new energy, comprehensive smart energy, energy storage, hydrogen power station and incremental distribution network in Hainan, the company plans to establish a wholly-owned subsidiary – Hainan Jineng new energy Co., Ltd., with a registered capital of 50 million yuan. It was announced on the same day that the company plans to participate in the establishment of phase I equity investment partnership of hydrogen energy in power investment carbon neutralization industrial chain, with the overall scale of the fund not exceeding 500 million yuan, of which Jilin Electric Power Co.Ltd(000875) plans to use its own funds as a limited partner and contribute no more than 150 million yuan.
equity change
[ Wuxi Lihu Corporation Linmited(300694) : the controlling shareholder plans to transfer 29% of the shares, and the control right of the company plans to change]
Wuxi Lihu Corporation Linmited(300694) it is announced that the controlling shareholder of the company, Lihu Zhizhen, plans to transfer its 62.4419 million shares of the company (accounting for 29% of the total share capital) to Quanzhou Haisi Water Investment Co., Ltd., which may involve the change of the controlling shareholder and actual controller of the company.
increase / decrease & repurchase
[China Mobile: the actual controllers increased their holdings by about 1.509 billion yuan]
China Mobile announced that from January 21 to 27, 2022, China Mobile Group, the actual controller of the company, increased its holdings by about 1.509 billion yuan, exceeding 50% of the lower limit of the amount range of the increase plan.
[ Shenzhen Jiang&Associates Creative Design Co.Ltd(300668) : the shareholders ran Xiaofeng and Yuan Xiaoyun plan to reduce their shares by no more than 3.64%]
According to the announcement of Shenzhen Jiang&Associates Creative Design Co.Ltd(300668) , the shareholders ran Xiaofeng and Yuan Xiaoyun plan to reduce their shares by no more than 3.64%.
[ Iat Automobile Technology Co.Ltd(300825) : shareholders intend to reduce their shares by no more than 2.8%]
According to the announcement of Iat Automobile Technology Co.Ltd(300825) , Jiangsu Yueda Investment Co.Ltd(600805) and the green fund acting in concert intend to reduce the shares of the company by means of centralized bidding and block trading within 6 months after 15 trading days from the date of disclosure of the announcement, and the reduction proportion shall not exceed 2.8% of the total share capital of the company.
[ Milkyway Chemical Supply Chain Service Co.Ltd(603713) : Li Renli, the actual controller, plans to reduce her shareholding by no more than 1%]
Milkyway Chemical Supply Chain Service Co.Ltd(603713) announced that Li Renli, the actual controller, plans to reduce her shareholding by no more than 1%.
[ Hangzhou Great Star Industrial Co.Ltd(002444) : Zhou Siyuan, vice president, increased 119200 shares]
Hangzhou Great Star Industrial Co.Ltd(002444) announcement: Zhou Siyuan, vice president and Secretary of the board of directors, increased 119200 shares of the company.
operation & performance
[ Nations Technologies Inc(300077) : the net profit in 2021 is expected to increase by 1413% – 1858%]
Nations Technologies Inc(300077) released the performance forecast. It is estimated that the net profit attributable to the parent company will be 170 million yuan to 220 million yuan in 2021, with a year-on-year increase of 1413.16% – 1858.20%.
In 2021, the downstream market demand of integrated circuits increased, the company’s series general MCU products achieved large-scale growth in the reporting period, and the sales revenue and gross profit of integrated circuit business increased significantly compared with the same period. In 2021, the lithium battery industry developed rapidly, the sales of the company’s negative material business increased significantly, and the sales revenue and gross profit of the negative material business increased significantly.
[ Shanghai Fudan Microelectronics Group Co.Ltd(688385) : the net profit in 2021 is expected to increase by 261% – 314% year-on-year]
According to the announcement of Shanghai Fudan Microelectronics Group Co.Ltd(688385) , the net profit in 2021 is expected to be 480-550 million yuan, with a year-on-year increase of 261.26% – 313.94%.
[ Bengang Steel Plates Co.Ltd(000761) : net profit in 2021 increased 624% year-on-year]
According to the announcement, the net profit in 2021 is expected to be 2.78 billion yuan, a year-on-year increase of 624%.
[ Beijing Shougang Co.Ltd(000959) : the net profit in 2021 is expected to increase by 286% – 309% year-on-year]
Beijing Shougang Co.Ltd(000959) released the performance forecast. It is estimated that the net profit attributable to the parent company will be 6.9 billion yuan – 7.3 billion yuan in 2021, with a year-on-year increase of 286% – 309%.
[ Yunnan Aluminium Co.Ltd(000807) : it is estimated that the net profit in 2021 will increase by 263% – 277%]
According to the announcement of Yunnan Aluminium Co.Ltd(000807) , the net profit in 2021 is expected to be 3.28-3.4 billion yuan, with a year-on-year increase of 263.41% – 276.71%.
[ Inner Mongolia Dazhong Mining Co.Ltd(001203) : the net profit in 2021 is expected to increase by 161% – 202% year-on-year]
According to the announcement of Inner Mongolia Dazhong Mining Co.Ltd(001203) , the net profit in 2021 is expected to be RMB 1.538 billion-1.78 billion, with a year-on-year increase of 161.10% – 202.34%. The production and sales of iron concentrate powder and pellets are booming.
[ Gem Co.Ltd(002340) : the net profit in 2021 increased by 110% – 140% year-on-year]
According to the announcement of Gem Co.Ltd(002340) , the net profit attributable to the parent company is expected to be 866-990 million yuan in 2021, with a year-on-year increase of 110% – 140%. In 2021, the company quickly started the construction of ternary precursor manufacturing base with “Jingmen + Taixing + Fu’an” as the main and two pairs, and formed a total production capacity of more than 230000 tons of ternary precursors per year by the end of 2021. The company’s core business capacity was fully released, and the sales volume increased significantly, which promoted the significant growth of the company’s sales and performance.
contract & project winning
[ Changzhou Tronly New Electronic Materials Co.Ltd(300429) : the company signed a technology license contract with Mitsubishi Chemical]
According to the announcement of Changzhou Tronly New Electronic Materials Co.Ltd(300429) , the company signed the technology use license contract with Mitsubishi Chemical Co., Ltd., and Mitsubishi Chemical licensed to the company the right to use the production technology based on carbon black dispersion for LCD and color pigment dispersion for LCD that it developed, owned and enjoyed. The consideration of this transaction is US $3.82 million, and the term of validity of the contract is 7 years from the effective date.
financing & fixed increase
[ Beijing Relpow Technology Co.Ltd(300593) : it is proposed to raise no more than 1.58 billion yuan]
Beijing Relpow Technology Co.Ltd(300593) announced that it is planned to raise no more than 1.58 billion yuan for the expansion of special power supply, the industrialization of high reliability SIP power microsystem products, the expansion of 5g communication and server power supply, the construction of R & D center and the supplement of working capital.
[ Shenyang Machine Tool Co.Ltd(000410) : it is proposed to raise no more than 1.5 billion yuan from the controlling shareholder]
Shenyang Machine Tool Co.Ltd(000410) announced that it plans to raise no more than 1.5 billion yuan from the controlling shareholder general technology group, all of which will be used to supplement working capital.
share price change
[ Beijing Wandong Medical Technology Co.Ltd(600055) : MRI system has not yet formed revenue]
Beijing Wandong Medical Technology Co.Ltd(600055) announced the change of share price. The company recently obtained the medical device registration certificate of magnetic resonance imaging system issued by the State Drug Administration. The system adopts liquid helium free technology. At present, it is still in the early stage of listing, has not formed income, and has no significant impact on the performance.
[ Beijing Wandong Medical Technology Co.Ltd(600055) : MRI system has not yet formed revenue]
Beijing Wandong Medical Technology Co.Ltd(600055) announced the change of share price. The company recently obtained the medical device registration certificate of magnetic resonance imaging system issued by the State Drug Administration. The system adopts liquid helium free technology. At present, it is still in the early stage of listing, has not formed income, and has no significant impact on the performance.
others
[ China Vanke Co.Ltd(000002) : issue the first phase of medium-term notes in 2022]
According to the announcement of China Vanke Co.Ltd(000002) , from January 25 to 26, the company issued the first phase of medium-term notes in 2022, with an amount of 3 billion yuan, and the raised funds were received on January 27.
[ Shandong Shida Shenghua Chemical Group Company Limite(603026) : 440000 T / a new energy materials project phase I is successfully put into operation]
Shandong Shida Shenghua Chemical Group Company Limite(603026) announced that recently, the 120000 T / a vinyl carbonate unit of the 440000 T / a new energy materials project (phase I) invested and constructed by Shenghua Quanzhou, the holding subsidiary of the company, has been successfully put into operation, battery grade vinyl carbonate products have been produced, and the 100000 t / a dimethyl carbonate unit is still in trial production.
[ Zhejiang Ausun Pharmaceutical Co.Ltd(603229) : at present, the company has no covid-19 drug related products]
According to the announcement of Zhejiang Ausun Pharmaceutical Co.Ltd(603229) , the company recently paid attention to media reports and listed the company as covid-19 concept stock. After verification, the company has no covid-19 drug-related products at present.
