focus today
[ Semiconductor Manufacturing International Corporation(688981) fourth quarter revenue was $1.58 billion, up 61% year-on-year]
Semiconductor Manufacturing International Corporation(688981) in the announcement of Hong Kong stocks, the net profit in the fourth quarter of 2021 was US $533.8 million, with an estimated US $353.3 million, a year-on-year increase of 107.7%; Semiconductor Manufacturing International Corporation(688981) the fourth quarter revenue was $1.58 billion, with an estimated $1.59 billion, an increase of 11.6% month on month, an increase of 61.1% compared with $981 million in the fourth quarter of 2020. The gross profit margin was 35.0% in the fourth quarter of 2021 and 33.1% in the third quarter of 2021.
[ Shenzhen Yhlo Biotech Co.Ltd(688575) : New Coronavirus antigen test kit was obtained from Japanese PMDA certification, designated] .
According to the Shenzhen Yhlo Biotech Co.Ltd(688575) announcement, the New Coronavirus antigen detection kit of the Japanese Medical Research Institute of Japan (MBL) has obtained the license for production and sale of external diagnostic products (Japan’s PMDA certification) issued by Japan PMDA in February 10th. The company is designated manufacturer of MBL New Coronavirus antigen detection kit. After obtaining the PMDA certification, the product will be sold in Japan, and can be used for medical testing and home self testing.
[China Mobile Hong Kong shares: spent about 422 million Hong Kong dollars to buy back shares today]
China Mobile announced on the Hong Kong stock exchange that on February 10, it repurchased 7303500 shares at a price of HK $56.65 to HK $58.15 per share, at a cost of about HK $422 million.
[Geely Automobile: the sales volume of automobile in January was 146380, with a year-on-year decrease of about 6%]
Geely Automobile announced in the Hong Kong stock exchange that the total sales volume in January 2022 was 146380, a decrease of about 6% compared with the same period last year, which was mainly affected by the advance of the Spring Festival holiday and sporadic epidemics in various places. The sales volume of pure electric vehicles in January was 15442, higher than 2083 in the same period last year.
[ Wuxi Apptec Co.Ltd(603259) : the company did not find any other media reports or market rumors requiring clarification or response]
Wuxi Apptec Co.Ltd(603259) issued a change announcement. Neither the company nor its subsidiaries were included in the “unverified list” by the U.S. Department of Commerce. See the previous Clarification Announcement for details. According to the company’s self-examination, as of the disclosure date of this announcement, the company has not found any other media reports or market rumors that need to be clarified or responded.
Investment & signing
[ Lecron Industrial Development Group Co.Ltd(300343) : it is proposed to build 50000 T / a PVDF industrial chain and 0.6gw supporting green power project]
According to the announcement of Lecron Industrial Development Group Co.Ltd(300343) , the company, Jiangxi Black Cat Carbon Black Inc.Ltd(002068) , southwest electric power and Tianjin electric power signed an investment framework agreement with Wuhai Municipal People’s government to invest in the construction of 50000 T / a PVDF industrial chain and 0.6gw supporting green power projects in the low-carbon industrial park of Wuhai high tech Industrial Development Zone, with a total investment of about 7.2 billion yuan.
[ Shijiazhuang Changshan Beiming Technology Co.Ltd(000158) : it is proposed to invest 600 million yuan in the second phase of the cloud data center project]
Shijiazhuang Changshan Beiming Technology Co.Ltd(000158) announced that the company plans to invest 600 million yuan to build the second phase of the cloud data center project of Shijiazhuang Changshan Textile Co., Ltd. The first phase of the project has been put into operation. After the completion of the project, the average annual sales revenue is expected to be 292 million yuan; The average annual net profit is 66.07 million yuan; The total return on investment is 12.35%.
[ Uni-Trend Technology ( China) Co.Ltd(688628) : it is proposed to invest 300 million yuan to build an instrument industrial park]
Uni-Trend Technology ( China) Co.Ltd(688628) announced that the wholly-owned subsidiary plans to invest 300 million yuan in the construction of Instrument Industrial Park.
[ Ikd Co.Ltd(600933) : investment and construction of intelligent manufacturing project of three electricity system parts and automobile structural parts of new energy vehicles]
Ikd Co.Ltd(600933) announced that the company plans to build the intelligent manufacturing project of three electricity system parts and auto structural parts of new energy vehicles in Anhui Hanshan Economic Development Zone by stages. The project plans to purchase new equipment or production lines such as fully automatic die-casting unit and processing and assembly unit for the production of aluminum alloy products and their supporting mold design and manufacturing, intelligent equipment design and manufacturing. The main products are aluminum alloy parts and automobile structural parts of new energy vehicle battery system unit, motor system unit, electronic control system unit, etc.
equity change
[ Anhui Wanwei Updated High-Tech Material Industry Co.Ltd(600063) : it is proposed to acquire 100% equity of wanwei Wansheng with 795 million yuan]
Anhui Wanwei Updated High-Tech Material Industry Co.Ltd(600063) announced that the company plans to purchase 100% equity of wanwei Wansheng held by the counterparty by issuing shares, and plans to issue shares to wanwei group to raise supporting funds. Through friendly negotiation between all parties to the transaction, the price of the subject matter of the transaction is 795 million yuan, and the issue price of the shares issued to purchase assets is 4.32 yuan / share. The amount to be raised this time is no more than 199 million yuan, and the issue price is 4.52 yuan / share. After acquiring wanwei Wansheng, the company realized the vertical extension of PVB resin raw materials to the downstream product line, and became a national leading enterprise covering the whole industrial chain of pva-pvb resin PVB intermediate membrane.
[ Shanghai Sk Automation Technology Co.Ltd(688155) : proposed to acquire 51% equity of Ningde Dongheng machinery]
Shanghai Sk Automation Technology Co.Ltd(688155) announced that it plans to acquire 51% equity of Ningde Dongheng Machinery Co., Ltd. in cash.
increase / decrease & repurchase
[ Hainan Airlines Holding Co.Ltd(600221) : the actual controller Fang Wei plans to increase the holding of 50 million to 100 million shares]
Hainan Airlines Holding Co.Ltd(600221) announced that Fang Wei, the actual controller of the company, plans to increase its shares in the company through the centralized bidding trading system of Shanghai Stock Exchange within six months from February 10. The number of shares to be increased this time is 50 million to 100 million shares (accounting for about 0.15% to 0.30% of the company’s shares). There is no price range for this increase, and the increase will be implemented according to the fluctuation of the company’s stock price and the overall trend of the capital market.
[ Zhejiang Crystal-Optech Co.Ltd(002273) : it is proposed to repurchase shares with RMB 100 million to RMB 200 million]
Zhejiang Crystal-Optech Co.Ltd(002273) announced that it is planned to repurchase shares with RMB 100 million to RMB 200 million, and the repurchase price shall not exceed 15.5 yuan / share. On the same day, it was announced that due to production needs, the company plans to purchase coating equipment from the company’s joint-stock company Co., Ltd. (hereinafter referred to as “Japan Guangchi”), with a total transaction amount of about 808 million yen (about 44.462 million yuan at the exchange rate on February 10, 2022), accounting for 0.79% of the company’s audited net assets in 2020.
[ Hainan Poly Pharm.Co.Ltd(300630) : it is proposed to repurchase shares of RMB 5 million-10 million]
According to the announcement of Hainan Poly Pharm.Co.Ltd(300630) , it is planned to repurchase shares with a price of 5-10 million yuan, and the repurchase price shall not exceed 76.76 yuan / share; Esomeprazole sodium for injection of the company passed the technical review of the Dutch drug evaluation committee (CBG).
[ Fujian Apex Software Co.Ltd(603383) : the shareholder Jinshi investment plans to reduce its shares by no more than 6%]
Fujian Apex Software Co.Ltd(603383) announced that Jinshi investment, a shareholder with a shareholding of 9.21%, plans to reduce its shareholding by no more than 6%.
[tianyoude liquor: the controlling shareholder Huashi investment plans to reduce its holding of no more than 2% of the company’s shares]
Tianyoude liquor announced that the controlling shareholder Huashi investment plans to reduce its shares of the company by no more than 2%.
operation & performance
[ Yunnan Energy Investment Co.Ltd(002053) performance express: the net profit in 2021 was 244 million yuan, with a year-on-year increase of 5.39%]
Yunnan Energy Investment Co.Ltd(002053) released the performance express. In 2021, the operating revenue was 2.267 billion yuan, a year-on-year increase of 13.91%; The net profit attributable to the parent company was 244 million yuan, a year-on-year increase of 5.39%; The basic earnings per share is 0.32 yuan.
[ Cosco Shipping Specialized Carriers Co.Ltd(600428) : the traffic volume in January increased by 1.2% year-on-year to 1127900 tons]
Cosco Shipping Specialized Carriers Co.Ltd(600428) released the main production data in January 2022, and the transportation volume in that month was 1127900 tons, with a year-on-year increase of 1.2%; The turnover was 6.872.9 billion tons of nautical miles, a year-on-year increase of 1%; The operating rate was 95.7%, with a year-on-year decrease of 3.4%; The navigation rate was 53.9%, a year-on-year decrease of 3%; The utilization rate of load capacity was 47.8%, with a year-on-year increase of 1.7%; The unit fuel consumption was 3.1kg/kiloton nautical mile, a year-on-year decrease of 5.2%.
The sales revenue of live pigs decreased by 5444 {12364} on a year-on-year basis
Shenzhen Kingsino Technology Co.Ltd(002548) announced that in January, the sales volume of pigs totaled 70600, the sales revenue totaled 98.2846 million yuan, and the average sales price of pigs was 13.91 yuan / kg (excluding the influence of piglets and breeding pigs, the average price of commercial pigs was 13.67 yuan / kg). The month on month changes of pig sales, sales revenue and average sales price were – 65.75%, – 61.33% and – 20.31% respectively, with year-on-year changes of – 26.70%, – 64.44% and – 69.77% respectively.
[ Poly Developments And Holdings Group Co.Ltd(600048) : the contracted amount in January was 28.302 billion yuan, a year-on-year decrease of 34.29%]
Poly Developments And Holdings Group Co.Ltd(600048) announced that in January, the company achieved a contracted area of 1857600 square meters, a year-on-year decrease of 11.73%; The contracted amount was 28.302 billion yuan, a year-on-year decrease of 34.29%.
[ Ningxia Xiaoming Agriculture & Animal Husbandry Co.Ltd(300967) : in January, the sales revenue of chicken products decreased by 4.47% month on month]
According to the announcement of Ningxia Xiaoming Agriculture & Animal Husbandry Co.Ltd(300967) , 16123100 chicken products were sold in January, and the sales revenue was 54.0215 million yuan, with month on month changes of – 3.43% and – 4.47% respectively, and year-on-year changes of 46.36% and 70.39% respectively.
[ Tangrenshen Group Co.Ltd(002567) : the sales revenue of pigs in January decreased by 39.29% year-on-year]
According to the announcement of Tangrenshen Group Co.Ltd(002567) , the sales volume of live pigs in January was 130400, a year-on-year decrease of 20.44% and a month on month increase of 4.15%; The total sales revenue was 198.7 million yuan, a year-on-year decrease of 39.29% and a month on month decrease of 14.20%.
contract & project winning
[ Anhui Honglu Steel Construction(Group) Co.Ltd(002541) : Sign 1 billion yuan Honglu intelligent assembly base project]
Anhui Honglu Steel Construction(Group) Co.Ltd(002541) announced that the company signed the investment cooperation agreement for Honglu intelligent assembly base project with the people’s Government of Woyang County, with a total investment of about 1 billion yuan. After completion, Woyang base will become one of the most important prefabricated construction industrial bases of the company, providing an important guarantee for the development of the company’s steel structure product manufacturing and green prefabricated construction business.
[ City Development Environment Co.Ltd(000885) : won the bid for the market-oriented operation project of urban sewage treatment facilities in Yanling County]
City Development Environment Co.Ltd(000885) it is announced that the consortium composed of Chengfa water affairs Co., Ltd., a wholly-owned subsidiary of the company, as the leader and the company as a member of the consortium, is the successful bidder of the “market-oriented operation project of urban sewage treatment facilities in Yanling County”. The unit price of the bid winning sewage treatment service fee is 1.92 yuan / ton, and the total investment of the project is about 298 million yuan.
[ Shenzhen Kexin Communication Technologies Co.Ltd(300565) : sign an order of 68.58 million yuan for network energy products]
Shenzhen Kexin Communication Technologies Co.Ltd(300565) announced that the Finnish subsidiary signed an order for network energy products with international a customers, with an order amount of US $10.78 million (excluding tax), about 68.5791 million yuan. Customer a is one of the world’s leading providers of information and communication technology (ICT) services.
[ Beijing Supermap Software Co.Ltd(300036) : won the bid for yuancosmos project this year, namely Fuxia airport VR project]
Beijing Supermap Software Co.Ltd(300036) disclosed the announcement on the record form of investor relations activities. This year, it won the bid for a meta universe project, which is the Fusha airport VR project. The purchase and implementation project of Fusha airport VR immersive experience system is an immersive experience system with BIM + GIS + VR as the core technology.
financing & fixed increase
[ Shanghai Medicilon Inc(688202) : it is proposed to raise no more than 2.16 billion yuan for medical R & D innovation Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) base and other projects]
According to the announcement of Shanghai Medicilon Inc(688202) , it is proposed to raise no more than 2.16 billion yuan for the Shanghai Medicilon Inc(688202) North Shanghai biomedical R & D innovation Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) base project, the laboratory expansion project of drug discovery and pharmaceutical research and application platform and supplement working capital.
[ Shenzhen Forms Syntron Information Co.Ltd(300468) disclosure of fixed increase results: CAITONG fund was allocated 107 million yuan, Huaxia Fund, Goldman Sachs, etc.]
Shenzhen Forms Syntron Information Co.Ltd(300468) disclosed the fixed increase results and determined that the issue price was 19.3 yuan / share, the number of shares issued was about 20.7254 million, and the total fund-raising was about 400 million yuan; The distribution object is finally determined as 11, and the lock-in period is 6 months.
[ Guangdong Fangyuan Environment Co.Ltd(688148) : it is proposed to issue no more than 660 million yuan of convertible bonds for projects such as high-end ternary lithium battery precursors with an annual output of 50000 tons]
Guangdong Fangyuan Environment Co.Ltd(688148) it is announced that it is planned to issue convertible bonds to raise no more than 660 million yuan for 50000 tons of high-end ternary lithium battery precursors (NCA, NCM) and 10000 tons of battery lithium hydroxide projects.
share price change
[three days and two boards Xi’An Qujiang Cultural Tourism Co.Ltd(600706) : the company’s digital collection is not NFT, and its revenue accounts for less than 1%]
Xi’An Qujiang Cultural Tourism Co.Ltd(600706) issued a change announcement. Recently, the company and its subsidiary Xi’an Qujiang City Wall Tourism Development Co., Ltd. launched digital collections respectively. The company’s digital collection is not NFT. At present, this revenue accounts for less than 1% of the company’s annual revenue.
others
[ Shandong Gold Mining Co.Ltd(600547) : the accumulated gold yield of Xincheng Gold Mine is 100.006 tons]
According to the announcement of Shandong Gold Mining Co.Ltd(600547) , on February 10, 2022, the accumulated gold production of Xincheng Gold Mine affiliated to the company reached 100.006 tons. After Shandong Gold Mining Co.Ltd(600547) mining (Linglong) Co., Ltd., Shandong Gold Mining Co.Ltd(600547) mining (Laizhou) Co., Ltd. Jiaojia Gold Mine and Shandong Gold Mining Co.Ltd(600547) mining (Laizhou) Co., Ltd. Sanshandao Gold Mine, it became the fourth gold mine in Shandong Gold Mining Co.Ltd(600547) and the sixth gold mine in China with an accumulated gold production of more than 100 tons.
[ Hunan Gold Corporation Limited(002155) : the subsidiary plans to acquire the exploration right of Quxi gold mine]
Hunan Gold Corporation Limited(002155) it was announced that the wholly-owned subsidiary Huangjindong mining signed the exploration right transfer contract with Julong mining to acquire the gold prospecting right of Quxi mining area, Pingjiang County, Hunan Province owned by Julong mining. Both parties agreed that the total transfer price of the exploration right under the contract and the underground roadway facilities of the exploration right is 23.0297 million yuan. If the resource reserves proved by Huangjindong mining in the future exploration work exceed the amount of 5148 kg gold metal specified in the original framework agreement, the transfer price of 21.9703 million yuan shall be paid; The total transfer price is 45 million yuan.
[ China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) : the anti infection business is expected to achieve double-digit growth in 2022]
China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) according to the announcement on the record of investor relations activities, the company’s anti infection business was greatly affected by the policy in the past few years. Last year, the impact of anti infection business has basically dropped to the bottom. At the same time, the anti infection business has also developed CMO business in the past few years to help the anti infection business remain stable. In 2022, the anti infection business is expected to achieve double-digit growth driven by the basic adjustment of product structure and new products.
