focus today
[five day four board Suna Co.Ltd(002417) : the company’s shares may be subject to delisting risk warning]
According to the announcement of Suna Co.Ltd(002417) , the company expects the audited net profit in 2021 to be negative and the operating revenue may be less than 100 million yuan. According to relevant regulations, after the disclosure of the 2021 annual report, the company’s stock trading may be subject to delisting risk warning.
[ Nuode Investment Co.Ltd(600110) : it is estimated that the net profit in 2021 will increase by 7142% – 7699%]
Nuode Investment Co.Ltd(600110) announced that the company expects the net profit attributable to the parent company in 2021 to be 390 million yuan to 420 million yuan, an increase of 7142% to 7699% year-on-year. In 2021, the company actively grasped the market development opportunities of the new energy industry and strengthened the development of the copper foil market. At the same time, the order demand of new energy power batteries of downstream enterprises increased significantly year-on-year, and the demand for lithium battery copper foil increased significantly. Xiaocai note: the net profit of Q3 is 120 million yuan. Based on this calculation, the net profit of Q4 is expected to be 68 million yuan – 98 million yuan, down 18% – 43% month on month.
[ Zte Corporation(000063) : it is estimated that the net profit in 2021 will increase by 52.59% – 69.02% year-on-year]
Zte Corporation(000063) announced that the company’s pre profit in 2021 was 6.5-7.2 billion yuan, a year-on-year increase of 52.59% – 69.02%. In 2021, the operating revenue achieved double-digit year-on-year growth, among which the operating revenue of China, international market and operator networks, government enterprises and consumers all achieved year-on-year growth. The asset impairment loss in 2021 is expected to be about 1.4 billion yuan, of which the asset impairment loss in a single quarter in the fourth quarter is about 1.1 billion yuan, mainly due to the company’s preparation of key materials in advance under the tight global chip supply. Considering that the company’s material preparation and production cycle are relatively long, consistent with the previous policies, the provision for inventory falling price is made based on the principle of prudence. Xiaocai note: Q3 net profit is 1.774 billion yuan. Based on this calculation, Q4 net profit is expected to be 647 million yuan – 1.347 billion yuan, down 24% – 63% month on month.
[ Air China Limited(601111) : it is estimated that the net loss in 2021 will be 14.5 billion yuan – 17 billion yuan]
According to the announcement of Air China Limited(601111) , the net loss in 2021 is expected to be 14.5-17 billion yuan, with a loss of 14.409 billion yuan in the same period of last year. In 2021, the investment in international routes continued to be limited, the flow of China’s passenger transport market fluctuated sharply, and it was increasingly difficult to improve the company’s operating efficiency. Rising oil prices, exchange rate fluctuations and other factors further increase the difficulty of the company’s operation. At the same time, the investment enterprises related to the main business are also seriously affected. Xiaocai note: as of press time, Air China Limited(601111) 2021 ranked first in terms of the highest amount of net profit and loss in advance in a shares, exceeding the previous maximum amount of Wens Foodstuff Group Co.Ltd(300498) 13.8 billion yuan.
[ Maccura Biotechnology Co.Ltd(300463) fixed increase result: Gaoyi assets were allocated nearly 270 million yuan]
Maccura Biotechnology Co.Ltd(300463) disclosed the fixed increase results. The total amount of funds raised by the fixed increase was 1.574 billion yuan, the issuance price was 28.11 yuan / share, and the issuance object was finally determined to be 17, of which Gaoyi assets were allocated nearly 270 million yuan.
[ Cansino Biologics Inc(688185) : it is estimated that the net profit of 1.85 billion yuan – 2 billion yuan in 2021 will turn losses into profits]
According to the announcement of Cansino Biologics Inc(688185) , the net profit attributable to the parent company is expected to be 1.85 billion yuan to 2 billion yuan in 2021, which will turn losses into profits; In 2021, the operating revenue was 4.2 billion yuan to 4.4 billion yuan, an increase of 168 times to 176 times year-on-year. During the reporting period, the company’s recombinant New Coronavirus vaccine (5 adenovirus vector) has been granted China’s conditional approval and emergency use authorization in many other countries, which has a positive impact on the company’s main business income and net profit attributable to the parent company owner. Xiaocai note: the net profit of Q3 is 397 million yuan. Based on this calculation, the net profit of Q4 is expected to be 516 million yuan – 666 million yuan, an increase of 29% – 67% month on month.
[ Wuliangye Yibin Co.Ltd(000858) : it is planned to expand and transform the koji making workshop, and the total investment is estimated to be 2.75 billion yuan]
Wuliangye Yibin Co.Ltd(000858) announcement: according to the company’s “14th five year plan” strategic development plan, the company will increase the production capacity of raw wine. In order to meet the demand of production capacity growth, the company will expand and transform the koji making workshop. The main construction contents include koji making workshop and relevant supporting facilities, which will be constructed in two phases. The total investment of the project is estimated to be 2.75 billion yuan.
[ Chengtun Mining Group Co.Ltd(600711) : it is estimated that the net profit in 2021 will increase by 1762% to 2269% year-on-year]
According to the announcement of Chengtun Mining Group Co.Ltd(600711) , the company expects the net profit attributable to the parent company in 2021 to increase by 1.041 billion yuan to 1.341 billion yuan compared with the same period of last year, with a year-on-year increase of 1762% to 2269%. In 2021, the company’s nickel, cobalt and copper output reached the highest level in history. The unit profitability of nickel, cobalt and copper products increased significantly year-on-year, and the benefits increased significantly. Xiaocai note: the net profit of Q3 is 781 million yuan. Based on this calculation, the net profit of Q4 is expected to be 94 million yuan – 394 million yuan.
[ Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) : jointly invest and build a 100000 ton lithium carbonate smelting capacity project with Contemporary Amperex Technology Co.Limited(300750) ]
Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) announced that the company and Contemporary Amperex Technology Co.Limited(300750) signed the joint venture agreement on the production capacity of 100000 tons of lithium carbonate on the same day. The company plans to jointly invest with Contemporary Amperex Technology Co.Limited(300750) or its wholly-owned subsidiary to establish a limited liability company in Yichun City in cash, and the joint venture will invest in the construction of 100000 tons of lithium carbonate smelting capacity project.
[ Walvax Biotechnology Co.Ltd(300142) : signed the technical development and commercialization cooperation agreement of covid-19 virus mutant mRNA vaccine]
The Walvax Biotechnology Co.Ltd(300142) announcement has signed the New Coronavirus mutant mRNA vaccine technology development and commercial integration agreement with Shanghai Blue Magpie bio Pharmaceutical Co., Ltd. to jointly develop New Coronavirus mutant mRNA vaccine product development and commercial cooperation.
[ Youngy Co.Ltd(002192) : it is estimated that the net profit in 2021 will increase by 175% – 256% year-on-year]
Youngy Co.Ltd(002192) announced that the company’s pre profit in 2021 was 58-75 million yuan, with a year-on-year increase of 175.60% – 256.38%. The rise in the price of lithium battery materials and the increase in the demand for lithium battery equipment have had a positive impact on the operating performance of the company’s lithium mining and beneficiation, lithium salt and deep processing, and lithium battery equipment business. Xiaocai note: the net profit of Q3 is 14.4 million yuan. Based on this calculation, the net profit of Q4 is expected to be 30.91 million yuan – 47.91 million yuan, an increase of 114% – 222% month on month.
[ Tasly Pharmaceutical Group Co.Ltd(600535) : it is estimated that the net profit in 2021 will increase by 112% – 119% year-on-year]
According to the announcement of Tasly Pharmaceutical Group Co.Ltd(600535) , the net profit in 2021 is expected to be 2.38 billion yuan to 2.47 billion yuan, with a year-on-year increase of 112% to 119%, and a year-on-year decrease of 25% to 35% after deduction of non-profit; Tasly Pharmaceutical Group Co.Ltd(600535) the biological development expenditure project plans to withdraw 260 million yuan of asset impairment provision.
Xiaocai note: the net profit of Q3 is 479 million yuan. Based on this calculation, the net profit of Q4 is expected to be 899 million yuan – 989 million yuan, an increase of 87% – 106% month on month.
[ Baoshan Iron & Steel Co.Ltd(600019) : it is estimated that the net profit in 2021 will increase by 86% to 89% year-on-year]
Baoshan Iron & Steel Co.Ltd(600019) announced that the net profit attributable to the parent company in 2021 is expected to increase by 10.9 billion yuan to 11.3 billion yuan, an increase of 86% to 89% year-on-year. The overall cost pressure of the company increased in the fourth quarter due to the impact of the rise of raw and auxiliary materials and energy prices exceeding the decline of iron ore prices, the significant increase of environmental treatment expenses caused by the establishment and acceleration of class A enterprises, the climbing depreciation of Zhanjiang three high furnace system and the production of public and auxiliary production lines, and the rise of production preparation expenses. Xiaocai note: the net profit of Q3 is 6.512 billion yuan. Based on this calculation, the net profit of Q4 is expected to be 1.987 billion yuan – 2.387 billion yuan, down 63% – 69% month on month.
Investment & signing
[ Shenzhen Energy Group Co.Ltd(000027) : the subsidiary plans to invest 6.071 billion yuan in the construction of Guangming power base project]
Shenzhen Energy Group Co.Ltd(000027) announced that Guangming power company, a wholly-owned subsidiary of the company, plans to invest in the construction of Shenzhen Energy Group Co.Ltd(000027) Guangming power base project. In this phase, the project plans to build three H-class gas steam combined cycle generator units with a total capacity of no more than 2 million KW. The total investment of Guangming project is planned to be 6.071 billion yuan. The company plans to increase capital by 1.187 billion yuan to Guangming power company.
[ Shuangliang Eco-Energy Systems Co.Ltd(600481) : it is proposed to invest 6.2 billion yuan in phase II 20GW large-size monocrystalline silicon wafer project]
Shuangliang Eco-Energy Systems Co.Ltd(600481) announced that it plans to invest in Baotou phase II 20GW large-size single crystal silicon wafer project, with a total investment of 6.2 billion yuan. On the same day, it was announced that Jiangsu Shuangliang new energy equipment Co., Ltd., a holding subsidiary, won the bid for the reduction furnace of Inner Mongolia Daquan new energy Co., Ltd. for the project with an annual output of 100000 tons of high-purity silicon-based materials and 1000 tons of semiconductor silicon-based materials, with a bid winning amount of 560 million yuan.
[ Shenzhen Fluence Technology Plc(300647) : it is planned to invest 5 billion yuan to build a production base of key cathode materials for lithium batteries]
Shenzhen Fluence Technology Plc(300647) announced that it plans to invest in the construction of “production base of key materials for lithium battery cathode” in Mengzi economic and Technological Development Zone, with a total investment of 5 billion yuan.
[ Zhejiang Huayou Cobalt Co.Ltd(603799) : the joint venture plans to invest US $2.08 billion in the construction of laterite nickel ore hydrometallurgy project]
Zhejiang Huayou Cobalt Co.Ltd(603799) it was announced that the wholly-owned subsidiary Huayou international cobalt industry and other joint ventures jointly invested in the joint venture Huafei company. The joint venture built a laterite nickel ore hydrometallurgy project in weda Bay Industrial Park, Indonesia, with a total investment of about US $2.08 billion. The production scale of the project is about 120000 tons of nickel metal and 15000 tons of cobalt metal per year.
[ Zhejiang Sunflower Great Health Limited Liability Company(300111) : the subsidiary plans to invest 700 million yuan in the construction of pharmaceutical preparations and API projects]
Zhejiang Sunflower Great Health Limited Liability Company(300111) it was announced that some businesses of Beide pharmaceutical, a holding subsidiary, need to be relocated. Beide pharmaceutical and the Management Committee of Hangzhou Bay Shangyu economic and Technological Development Zone signed the project settlement agreement on the same day. It plans to settle in the Industrial Development Zone of Hangzhou Bay Shangyu economic and Technological Development zone to build pharmaceutical preparations and API projects, with a total investment of 700 million yuan.
equity change
[ Inner Mongolia Tianshou Technology&Development Co.Ltd(000611) : it is proposed to sell 52.13% equity of Tianchi molybdenum industry]
Inner Mongolia Tianshou Technology&Development Co.Ltd(000611) announced that the company plans to sell 52.1291% of the equity of Tianchi molybdenum industry held by Tianshou investment, a 100% controlled subordinate partnership, in the form of cash transaction. It is expected that the price of 100% equity of Tianchi molybdenum industry will not be less than 2 billion yuan, and the price of 52.1291% equity of Tianchi molybdenum industry held by Tianshou investment will not be less than 1.042582 billion yuan. The transaction is expected to constitute a major asset restructuring. At present, the transaction is still in the preliminary planning stage, and the counterparty has not been finalized due to the exercise of the preemptive right of other shareholders of the target company.
increase / decrease & repurchase
[ Anhui Fengxing Wear Resistant Materials Co.Ltd(002760) : the shareholder Chen Xiao plans to reduce his shareholding of no more than 6.02%]
According to the announcement of Anhui Fengxing Wear Resistant Materials Co.Ltd(002760) , the shareholder Chen Xiao plans to reduce his shares by no more than 6.02%.
[ Changshu Guorui Technology Co.Ltd(300600) : Gong Ruiliang, the shareholder, plans to reduce the company’s shares by no more than 5.61%]
According to the announcement of Changshu Guorui Technology Co.Ltd(300600) , Gong Ruiliang, a shareholder with a shareholding of 22.45%, plans to reduce his holdings of no more than 16.5164 million shares of the company by means of centralized bidding or block trading within 6 months after 15 trading days, that is, no more than 5.61% of the total share capital of the company.
[ Guangzhou Shangpin Home Collection Co.Ltd(300616) : shareholders intend to reduce their shares by no more than 4.98%]
Guangzhou Shangpin Home Collection Co.Ltd(300616) announced that the shareholders Dachen Caixin and Dachen Chuangfu plan to reduce their shares by no more than 4.98%.
[ Bohai Ferry Group Co.Ltd(603167) : the controlling shareholder intends to reduce its shares by no more than 4.05%]
Bohai Ferry Group Co.Ltd(603167) announced that the controlling shareholder Liaoyu group plans to reduce its shares by no more than 4.05%.
[ Kangyue Technology Co.Ltd(300391) : the shareholder Kangyue investment plans to reduce the company’s shares by no more than 3%]
Kangyue Technology Co.Ltd(300391) announced that the shareholder Kangyue investment plans to reduce its holding of no more than 3% of the company’s shares.
operation & performance
[ Focus Lightings Tech Co.Ltd(300708) : the net profit in 2021 increased by 728.43% year-on-year, and it is proposed to pay 0.4 yuan for 10]
According to the disclosure of the annual report, the company achieved an operating revenue of 2.009 billion yuan in 2021, a year-on-year increase of 42.83%; The net profit attributable to the shareholders of the listed company was 177 million yuan, a year-on-year increase of 728.43%; The basic earnings per share is 0.34 yuan / share. It is proposed to distribute a cash dividend of 0.4 yuan (including tax) for every 10 shares to all shareholders.
[Dongxin shares: net profit in 2021 increased by 1154.28% – 1307.87%]
According to the preliminary calculation of the financial department, the net profit attributable to the owners of the parent company in 2021 is expected to be 245 million yuan to 275 million yuan, an increase of 225 million yuan to 255 million yuan compared with the same period of last year, an increase of 1154.28% to 1307.87% year-on-year. During the reporting period, the market demand of the company’s products was strong. With the continuous enrichment of the company’s product line, the product structure continued to be optimized and the proportion of high value-added products increased. The sales scale to customers who completed the introduction period gradually expanded and the scale effect gradually appeared, resulting in the continuous expansion of the sales scale of the company’s flash memory chips and the year-on-year increase of the company’s operating performance, Thus, the gross profit margin of sales increased compared with the same period of last year.
[ Shenma Industry Co.Ltd(600810) : it is estimated that the net profit in 2021 will increase by 454% – 513%]
According to the announcement of Shenma Industry Co.Ltd(600810) , the net profit in 2021 is expected to be 2.055 billion yuan – 2.271 billion yuan, with a year-on-year increase of 454.41% – 512.78%; Due to market reasons, the price of the company’s main products, cord fabric, industrial silk and chips, increased significantly in 2021 compared with the same period, resulting in a significant increase in its profit compared with the same period.
[ Ningxia Jiaze Renewables Corporation Limited(601619) : the net profit in 2021 increased by 278.68% – 329.17%]
According to the announcement of Ningxia Jiaze Renewables Corporation Limited(601619) , the net profit attributable to shareholders of Listed Companies in 2021 is expected to be 750 million yuan to 850 million yuan, an increase of 552 million yuan to 652 million yuan, a year-on-year increase of 278.68% – 329.17%, compared with 198 million yuan in the same period of last year. In 2021, the company’s new energy power generation asset transfer business successively sold Xinjiang Jiaze Power Generation Co., Ltd., Ningxia Kaiyang new energy Co., Ltd. and Ningxia Boyang new energy Co., Ltd., generating a cumulative profit of about 420 million yuan.
[ Shenzhen Kangtai Biological Products Co.Ltd(300601) : the net profit in 2021 increased by 76.68% – 106.13% year-on-year]
Shenzhen Kangtai Biological Products Co.Ltd(300601) released the performance forecast. It is estimated that the net profit attributable to the parent company will be RMB 1.2 billion-1.4 billion in 2021, with a year-on-year increase of 76.68% – 106.13%. During the reporting period, the company continued to strengthen product R & D and international cooperation, orderly promote the listing and sales of new products, continuously optimize the layout of marketing network, strengthen market promotion, promote the steady increase of product sales, and the net profit of the company increased significantly compared with the same period last year.
[ Shanghai Junshi Biosciences Co.Ltd(688180) : it is estimated that the net loss in 2021 will be 736 million yuan]
According to the announcement of Shanghai Junshi Biosciences Co.Ltd(688180) , the company expects a net profit of about -736 million yuan in 2021, with a loss of about 933 million yuan and a year-on-year loss of about 55.89%. The net profit still showed a loss, mainly because the company’s investment in research projects and reserve R & D projects continued to increase, and the operating income could not fully cover R & D investment after deducting product promotion, daily operation and other expenses. The company’s operating revenue increased significantly, mainly from the sales revenue, the substantial growth of technology license revenue and the increase of franchise revenue brought by the commercialization of the core product treprizumab injection (trade name: tuoyi) in the Chinese market.
contract & project winning
[ Dayu Water-Saving Group Co.Ltd(300021) : the consortium of subsidiaries won the EPC project of about 1.204 billion yuan]
According to the announcement of Dayu Water-Saving Group Co.Ltd(300021) , the company’s holding subsidiaries Hangzhou water resources and Hydropower Survey and Design Institute Co., Ltd. (“Hangzhou Design Institute”) and Jiangsu Guoxin Corp.Ltd(002608) Construction Co., Ltd. (the leader of the consortium), Peixian Xingtian Construction Co., Ltd China Energy Construction Group Guangdong Thermal Power Engineering Co., Ltd. formed a consortium and received the bid winning notice of Peixian rural domestic sewage treatment EPC project in 2021 issued by the tenderee Peixian Ecological Environment Bureau of Xuzhou City, with a bid winning amount of about 1.204 billion yuan. According to the Consortium Agreement, Hangzhou Design Institute is responsible for the survey and design of the project.
[ Jiangsu Ankura Smart Transmission Engineering Technology Co.Ltd(300617) : the project with a pre bid of 28.1528 million yuan]
According to the announcement of Jiangsu Ankura Smart Transmission Engineering Technology Co.Ltd(300617) , the company recently received the publicity announcement of the bid winning candidates of the e-commerce platform (ECP) – electrician trading zone of the State Grid Corporation of China and the supply chain unified service platform of China Southern Power Grid. It is estimated that the total amount of the company’s pre bid winning in the above bidding is about 28.1528 million yuan, accounting for about 5.32% of the company’s audited operating revenue in 2020.
financing & fixed increase
[ Risen Energy Co.Ltd(300118) : it is proposed to raise no more than 5 billion yuan for projects such as ultra-low carbon and high efficiency heterojunction batteries]
Risen Energy Co.Ltd(300118) announced that the company plans to issue shares to specific objects to raise a total amount of no more than 5 billion yuan, which is intended to be used for 5GW n-type ultra-low-carbon high-efficiency heterojunction cell and 10GW high-efficiency Cecep Solar Energy Co.Ltd(000591) module projects, global high-efficiency photovoltaic R & D center projects and supplementary working capital. The issuing object includes Lin Haifeng, the actual controller of the company.
[ Dahu Aquaculture Co.Ltd(600257) : it is proposed to raise no more than 530 million yuan for the processing of frozen and cooked food products]
Dahu Aquaculture Co.Ltd(600257) announced that the total amount of funds raised by the company through non-public offering of shares (including issuance expenses) will not exceed 530 million yuan, which will be used for Hangzhou Dongfang Huakang rehabilitation hospital project, Hangzhou Jincheng nursing home project, Dahu Aquaculture Co.Ltd(600257) processing projects of frozen and cooked food products and supplementary working capital.
others
[ China High-Speed Railway Technology Co.Ltd(000008) : the subsidiary plans to sell 10000 open top containers]
China High-Speed Railway Technology Co.Ltd(000008) announced that Liaoning Tiansheng, a wholly-owned subsidiary of the company, plans to sell 10000 20 foot 35 ton open top containers in batches through public listing in Beijing Equity Exchange, with an overall average transaction price of no less than 20600 yuan / container (excluding tax) and a total amount of no less than 206 million yuan (excluding tax).
[ Qingdao Rural Commercial Bank Corporation(002958) : the company was fined 44.1 million yuan by Qingdao regulatory bureau of China Banking and Insurance Regulatory Commission]
Qingdao Rural Commercial Bank Corporation(002958) announcement: Recently, the company received the decision on administrative punishment from Qingdao regulatory bureau of China Banking and Insurance Regulatory Commission, which made inaccurate five-level classification of the bank’s loans, inadequate risk control after investment business, ineffective control of employee behavior, issuance of bank acceptance bills for loan to margin, lack of effectiveness of data governance, misappropriation of liquidity loans, serious imprudence in real estate loan management A total of 44.1 million yuan was fined for the inflow of credit card overdraft funds into non consumer areas.
[ Walvax Biotechnology Co.Ltd(300142) : 13 valent pneumococcal polysaccharide conjugate vaccine has been licensed in Morocco]
Walvax Biotechnology Co.Ltd(300142) announced that Yuxi Watson, the holding subsidiary of the company, recently received the marketing license of 13 valent pneumococcal polysaccharide conjugate vaccine issued by the Ministry of health and social security of Morocco, marking that Yuxi Watson 13 valent pneumonia conjugate vaccine has been registered in Morocco and can be exported to Morocco in a formal manner.
