focus today
[ Beijing Jetsen Technology Co.Ltd(300182) : signed 1.8 billion yuan film and television program authorization contract with Tencent]
According to the announcement of Beijing Jetsen Technology Co.Ltd(300182) , Xinjiang Huaxiu culture media Co., Ltd. (hereinafter referred to as “Xinjiang Huaxiu”), the holding subsidiary of the company’s holding subsidiary Jiecheng Huaju (Changzhou) culture media Co., Ltd., recently signed a “film and television program authorization contract” with Tencent. Xinjiang Huaxiu authorized Tencent to enjoy no less than 6332 film and television programs such as “golden age”, The right of information network dissemination within the scope agreed in the contract. The contract amount is 1.8 billion yuan, accounting for 56.54% of the company’s operating revenue in 2020. If the contract is successfully performed, it is expected to have a positive impact on the company’s financial situation and operating results.
[ Shenzhen Yhlo Biotech Co.Ltd(688575) : received the purchase order of covid-19 test kit of RMB 337 million from MBL company of Japan]
Shenzhen Yhlo Biotech Co.Ltd(688575) announcement: according to the OEM supply agreement signed between the company and the Institute of medical biology, Inc. (hereinafter referred to as “MBL”), the company received the purchase order sent by MBL on February 11. The order is agreed. MBL intends to purchase New Coronavirus antigen test kit from the company. The sum of the total value tax is $52 million 941 thousand and 700 (including freight and insurance premium), or about 337 million yuan. MBL company of Japan is an internationally renowned professional company producing reagents for clinical diagnosis and research.
[ Shanghai Pret Composites Co.Ltd(002324) : it is proposed to restructure a new energy enterprise in cash]
Shanghai Pret Composites Co.Ltd(002324) announced that the company plans to restructure a new energy enterprise in cash and increase its capital in cash for the capacity improvement and business development of the target company; The source of funds is the self raised funds of listed companies, including self owned funds, M & A loans, etc. The target company is a new energy enterprise specializing in the R & D, production and sales of ternary lithium iron phosphate lithium-ion batteries and their systems. Its products are widely used in smart appliances, electric tools, communication, energy storage and other fields. The company has independent core intellectual property rights, rich new energy technology reserves and continuous R & D capabilities, and has more well-known customers all over the world.
[wulianban Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) : the company’s Winter Olympic franchise production and sales qualification is not exclusive]
Bing dwen dwen Shuey Rhon Rhon, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) released the announcement of the announcement of the transaction. Up to now, the company has designed, developed and produced the 600 Beijing licensed products of the 2022 Winter Olympic Games and the winter Paralympic Games, including the mascot “ice pier pier” and “snow Rong Rong” image merchandise. At present, there are 29 franchised manufacturers and 58 franchised retailers of the Winter Olympic licensed goods. The company’s franchised production and sales qualification is not exclusive. Recently, there is a strong demand in the Winter Olympics franchise commodity market, but the Winter Olympics related businesses are uncertain due to the impact of the time node of the games and market hot spots. There is also uncertainty about the sustainability of the sales heat of related products in the future, and the impact on the performance is uncertain.
[ Gree Electric Appliances Inc.Of Zhuhai(000651) : it is planned to implement the medium-term dividend in 2021 and distribute a dividend of 10 yuan per 10 shares]
Gree Electric Appliances Inc.Of Zhuhai(000651) announcement: the board of directors of the company has formulated and announced the shareholder return plan for the next three years (2022-2024) on January 24. Considering the current operation, development planning, capital status and the consistency of cash dividend policy, the company plans to implement the medium-term dividend in 2021: distribute cash dividend of 10 yuan (including tax) to all shareholders for every 10 shares, no bonus shares, and no conversion of provident fund into share capital, with a total cash dividend of about 5.537 billion yuan.
[liulianban Hengbao Co.Ltd(002104) : the company only generates a small amount of business income related to digital RMB]
Hengbao Co.Ltd(002104) announced the changes. The company carried out a series of layout, technology and product reserves around digital RMB products and solutions, and actively cooperated with customers in the construction of pilot scenarios, realizing the implementation of scenarios and a small amount of supply. However, since digital RMB is still in the pilot stage, the company only generates a small amount of business income related to digital RMB, It has not yet formed a scale and has little impact on the company’s performance. The marketing progress of the company’s digital RMB related business will be carried out step by step in strict accordance with the national planning and the deployment of the competent department. The company’s digital RMB business is still in the preliminary stage, and the growth and income scale of this business cannot be accurately predicted.
[ Nanjing Yunhai Special Metals Co.Ltd(002182) : it is expected that the net profit in the first quarter of 2022 will increase by 258% – 391% year-on-year]
Nanjing Yunhai Special Metals Co.Ltd(002182) disclosed the performance forecast. It is estimated that the net profit in the first quarter of 2022 will be 270 million yuan – 370 million yuan, with a year-on-year increase of 257.94% – 390.52%. In the first quarter of this year, compared with the same period last year, the product price increased, the product structure was optimized, the gross profit margin increased, and the performance increased significantly year-on-year. In 2021, Nanjing Yunhai Special Metals Co.Ltd(002182) achieved a net profit of 503 million yuan, a year-on-year increase of 106.53%.
[ Tongwei Co.Ltd(600438) performance express: the net profit in 2021 was 8.203 billion yuan, with a year-on-year increase of 127%]
Tongwei Co.Ltd(600438) disclosed the performance express, and the revenue in 2021 was 66.602 billion yuan, with a year-on-year increase of 50.68%; The net profit attributable to the parent company was 8.203 billion yuan, a year-on-year increase of 127.35%. In 2021, benefiting from the growth of downstream demand, the supply of high-purity crystalline silicon products was in short supply, and the market price increased significantly year-on-year. The company’s high-purity crystalline silicon production capacity continued to operate at full capacity. The annual sales volume was 107700 tons, with a year-on-year increase of 24%, and the profit increased significantly. At the same time, the company’s Cecep Solar Energy Co.Ltd(000591) battery and feed business segments operated steadily and maintained strong market competitiveness.
Investment & signing
[ Gcl Energy Technology Co.Ltd(002015) : signed a strategic cooperation agreement with Guiyang industry control group]
Gcl Energy Technology Co.Ltd(002015) it was announced that the company signed a strategic cooperation framework agreement with Guiyang Industrial Development Holding Group Co., Ltd. the two sides will cooperate on the digital management of battery and energy assets, the construction and operation of power exchange and energy supplement network, new power system and energy storage, battery materials and industrial funds, so as to effectively support the energy supply of new energy vehicles in Guiyang, Guizhou Province The sustainable development needs of energy digitization and the agglomeration of elements of the whole new energy industry chain help the coordinated development of new energy vehicles and low-carbon clean energy industry clusters in Guiyang.
[ Zhejiang Weiming Environment Protection Co.Ltd(603568) : invest in and sign the franchise agreement for domestic waste incineration power generation project]
Zhejiang Weiming Environment Protection Co.Ltd(603568) it is announced that the company, as the leader of the consortium, and the consortium composed of Shanghai Baoda Environmental Technology Co., Ltd., confirm that the bid winning social capital of “Pingquan domestic waste incineration power generation franchise project”.
Pingquan Zhejiang Weiming Environment Protection Co.Ltd(603568) Technology Co., Ltd., the project company established by the company, signed the franchise agreement for the franchise project of Pingquan domestic waste incineration power generation with the comprehensive administrative law enforcement bureau of Pingquan urban management on the investment and construction of Pingquan project. The design scale of domestic waste treatment in phase I of the project is 400 tons / day, and the estimated total investment is about 219 million yuan. The company invests in the project with its own funds of no more than 90 million yuan.
[ Yueyang Forest & Paper Co.Ltd(600963) : the subsidiary signed the forestry carbon sequestration resource development contract]
Yueyang Forest & Paper Co.Ltd(600963) announcement: Recently, Hunan Senhai carbon sequestration, a wholly-owned subsidiary of the company, signed the forestry carbon sequestration resource development contract for voluntary greenhouse gas emission reduction project with Yongxing Yindu investment and development group. Yongxing Yindu investment and development group entrusted Senhai carbon sequestration to develop the forestry carbon sequestration project by stages, The development area of phase I is 500000 mu. The two sides cooperate first, and one emission reduction is included in the two monitoring periods for 10 years. If the contract is successfully implemented, according to the current carbon trading price in China, it is expected that the net profit of the contract implementation year will be at least 20 million yuan.
[ Shanghai Yizhong Pharmaceutical Co.Ltd(688091) : sign a marketing service agreement with Qingdao Baheal Medical Inc(301015) ]
Shanghai Yizhong Pharmaceutical Co.Ltd(688091) announced that under the marketing mode dominated by independent marketing, the company and Qingdao Baheal Medical Inc(301015) recently reached a cooperation consensus on the promotion of paclitaxel polymer micelles for injection in designated areas other than self-management, and signed the marketing service agreement, which will become an important supplement to the company’s existing marketing mode.
equity change
[ Flat Glass Group Co.Ltd(601865) : it is proposed to acquire 100% equity of Dahua mining and Sanli mining with RMB 3.344 billion]
Flat Glass Group Co.Ltd(601865) announced that it plans to acquire 100% equity of Anhui Dahua Oriental Mining Co., Ltd. and Anhui Sanli Mining Co., Ltd., with a total transaction price of RMB 3.344 billion; Dahua mining holds the mining right of quartzite for glass with an annual output of 500000 tons, and Sanli mining holds the mining right of quartzite for glass with an annual output of 1.9 million tons.
[ Beijing Huayuanyitong Thermal Technology Co.Ltd(002893) : the controlling shareholder intends to change to the resumption of trading of shares of Jingneng group]
Beijing Huayuanyitong Thermal Technology Co.Ltd(002893) announced that Zhao Bo, the controlling shareholder, plans to transfer 7% of the company’s shares to Jingneng group and entrust the corresponding voting rights of 21.24% of the company’s shares to Jingneng group to exercise; After the above equity changes are completed, the controlling shareholder will be changed to Beijing Energy Group and the actual controller will be changed to Beijing SASAC. Jingneng group has signed the conditional effective share subscription agreement with the company. Jingneng group plans to fully subscribe for no more than 60.84 million non-public shares of the company in cash. The trading of the company’s shares will resume from February 14.
increase / decrease & repurchase
[ Hangzhou Tigermed Consulting Co.Ltd(300347) : it is proposed to repurchase the company’s shares by RMB 250 million to RMB 500 million]
Hangzhou Tigermed Consulting Co.Ltd(300347) it is announced that it is planned to repurchase the company’s shares at a price of no less than 250 million yuan and no more than 500 million yuan, and the repurchase price shall not exceed 120 yuan / share.
[ Beijing Hanbang Technology Group(300449) : the actual controller intends to passively reduce the shares of no more than 3.39%]
According to the announcement of Beijing Hanbang Technology Group(300449) , the company received a written notice from the actual controller Wang Liqun, saying that it had recently received a notice that Changjiang Securities Company Limited(000783) planned to reduce its Pledged Shares through centralized bidding in the secondary market in the near future to repay the principal and interest of pledged financing loans. The number of shares to be reduced shall not exceed 10.1204 million, i.e. 3.39% of the total share capital of the company. The implementation of the reduction plan may lead to changes in the status of the company’s actual controller.
operation & performance
[Longyuan Power: the power generation completed in January decreased by 15.29% year-on-year]
Longyuan Power announced that in January 2022, the company completed 5.2426 million megawatt hours of power generation according to the consolidated statement, a year-on-year decrease of 15.29%. Among them, wind power generation decreased by 17.28%, thermal power generation decreased by 9.63%, and power generation from other renewable energy increased by 44.57%.
[ Shandong Yisheng Livestock & Poultry Breeding Co.Ltd(002458) : the sales revenue of white feather broiler in January was 64.3372 million yuan]
According to the announcement of Shandong Yisheng Livestock & Poultry Breeding Co.Ltd(002458) , the number of white feather broiler seedlings sold in January was 37.4553 million, and the sales revenue was 64.3372 million yuan, with year-on-year changes of 17.46% and – 2.33% respectively, and month on month changes of – 3.12% and – 12.81% respectively. In January, the number of breeding pigs sold was 76, and the sales revenue was 236300 yuan, with month on month changes of – 55.03% and – 62.16% respectively.
contract & project winning
[ Beijing Qianjing Landscape Co.Ltd(603778) : pre winning the project of 32.42 million yuan]
According to the announcement of Beijing Qianjing Landscape Co.Ltd(603778) , the company has recently participated in the bidding of bid section II of Daxing new town urban leisure park (construction). According to the publicity of bid winning candidates released by Beijing Engineering Construction Trading Information Network on February 11, the company has become the first bid winning candidate of the project. The total bid winning price of the project is 32.42 million yuan.
financing & fixed increase
[ Raytron Technology Co.Ltd(688002) : the proposed issuance of convertible bonds will raise no more than 1.64 billion yuan]
Raytron Technology Co.Ltd(688002) it is announced that it is planned to issue convertible bonds to raise no more than 1.64 billion yuan for infrared thermal imaging machine project, airy photoelectric infrared thermal imaging machine project, Hefei Yingrui infrared thermal imaging terminal product project, intelligent photoelectric sensor R & D pilot platform and supplement working capital.
share price change
[ Jizhong Energy Resources Co.Ltd(000937) : planning asset transactions involving related parties]
Jizhong Energy Resources Co.Ltd(000937) issued a change announcement. The company is planning an asset transaction involving related parties. It is expected that the matter will need to be reviewed by the board of directors and does not meet the review standard of the general meeting of shareholders.
[two connected boards Caissa Tosun Development Co.Ltd(000796) : we are gradually preparing for industry changes and market opportunities in the post epidemic era]
Caissa Tosun Development Co.Ltd(000796) released the announcement of changes. At present, China’s tourism market is repeatedly affected by the epidemic in many places, and the outbound tourism market has yet to be opened. However, with the popularization of covid-19 vaccine and the smooth launch of specific drugs, the tourism market is expected to usher in more positive changes in 2022. The company is gradually preparing for industry changes and market opportunities in the post epidemic era. In addition, the company’s aviation and railway catering businesses have been restored one after another, and the company is also actively exploring innovative businesses such as destination and new retail, so as to further enhance its profitability.
others
[ Minsheng Holdings Co.Ltd(000416) : it is proposed to transfer 3.72 million oceanwide international dollar bonds]
According to the announcement of Minsheng Holdings Co.Ltd(000416) , the board of directors agreed to transfer 3.72 million U.S. dollar bonds issued by Oceanwide Holdings Co.Ltd(000046) overseas subsidiary Oceanwide Holdings Co.Ltd(000046) International Development Third Co., Ltd. (face value: 3.72 million U.S. dollars) to an independent third party in the Hong Kong market, and the transfer price shall not be less than 78% (including 78%) of the face value. The management of the company is authorized to implement the specific matters.
