1, Wuhan Nusun Landscape Co.Ltd(300536) : a joint venture is proposed to explore the field of power management integrated circuits and power semiconductors
Wuhan Nusun Landscape Co.Ltd(300536) (300536) announced that Xinlian micro, a wholly-owned subsidiary, plans to jointly invest with zhongzi information to establish a joint venture, and use the joint venture to jointly develop, produce and sell electronic components such as power management integrated circuit chips and power semiconductor modules. This investment aims to integrate the capital, technology, market and other resources of all parties and explore the development of the company in the field of power management integrated circuits and power semiconductors.
2, Contemporary Amperex Technology Co.Limited(300750) : the ultimate solution for models in the range of 80000-120000 yuan is chocolate for electricity
Contemporary Amperex Technology Co.Limited(300750) (300750) disclosed the announcement on the record form of investor relations activities. The chip on the company’s BMS originated from the United States and is also being localized at present. The expansion of production by friendly manufacturers does not mean that competition will increase. Only products with innovative material system and structural system are worth competition. By the end of last year, the company has arranged 10 production bases in total. In the future, the company plans to strengthen the layout of overseas bases. The new product m3p that the company plans to launch is not lithium manganese iron phosphate, but also contains other metal elements. The company calls it the ternary of phosphate system. The cost is lower than that of ternary, but it still occupies a certain cost of new energy vehicles. We believe that the ultimate solution for models with a range of 80000-120000 yuan is to change power with chocolate. At present, the company also has the annual recycling technology and production capacity of ternary and iron lithium waste batteries, and the production capacity will continue to expand in the future. After the short-term cost rise of raw materials such as lithium carbonate has a certain impact on the company, it can be hedged in a variety of ways; Copper and aluminum can be greatly reduced through new technologies.
3, Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) : full production and full sales of the production line are scheduled for more than 3 months
Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) (002585) disclosed the announcement of investor relations activity record form. At present, the delivery cycle of orders is long, the production line is full of production and sales, the production schedule is more than 3 months, and new orders are increasing. As the core supplier of Samsung diaphragm for a long time, the company has steadily increased the number of orders received month by month, and steadily connected with the development of optical diaphragms of new models in 2022 and 2023.
4, Shanghai Lisheng Racing Co.Ltd(002858) : signed strategic cooperation agreements with China Sports Newspaper Corporation and China Sports Federation
Shanghai Lisheng Racing Co.Ltd(002858) (002858) announced that the strategic cooperation framework agreement was signed with China Sports Newspaper Corporation and China Sports Federation, and the three parties will carry out strategic cooperation in the fields of sports bank, digital twin, sports realm, sports industry, sports forum, event marketing, workplace fitness, combination of sports and medicine, combination of sports and education, etc.
5, Guangdong No.2 Hydropower Engineering Company Ltd(002060) : the total investment of hydrogen power development planning project is expected to be 16.8-18.8 billion yuan
Guangdong No.2 Hydropower Engineering Company Ltd(002060) (002060) announced that the company signed the strategic cooperation framework agreement with Wuhai municipal government and Xingbang technology. The investment in hydrogen power industry chain mainly includes: building two carbon neutral hydrogen power industrial parks (Fengguang green hydrogen production, storage, transportation and processing Industrial Park and hydrogen fuel cell engine and its core components Industrial Park); All parties jointly introduce central enterprises, local state-owned enterprises, financial institutions and social capital, jointly establish a hydrogen energy green financial service platform, and plan to invest 2 billion yuan to improve the financial service system of hydrogen energy industry; The hydrogen power development plan will closely follow the integration and high standards and complete the implementation of the overall industrial chain in three years. The total investment is expected to be 16.8-18.8 billion yuan. The project is expected to form 10000 sets of hydrogen fuel cell modules, hydrogen fuel cell heavy trucks and bus sanitation vehicles, and form the hydrogen production and hydrogenation supply service capacity required by 10000 hydrogen fuel cell vehicles.
6, Xianhe Co.Ltd(603733) : after the logistics returns to normal, the overseas market will have the opportunity to achieve explosive growth
Xianhe Co.Ltd(603733) (603733) disclosed the minutes of institutional investor research activities. The company’s overall production capacity in the fourth quarter of 2021 was at full capacity, and the market demand was relatively strong, which was not affected by some market economic environment. At the same time, the company is also actively developing market strategies to respond, and plans to gradually adjust the market prices of different products in the first quarter and implement them in the second quarter. After the Spring Festival, it is the traditional peak season of the market, and the overall delivery volume of the company will be improved. Xiawang PM5 production line has been in full production since it was put into operation in December 2021. At present, there are full orders on hand. Zhejiang Tangfeng Special Paper Co., Ltd., a subsidiary of the company, has entered the overseas tobacco market and is steadily supplying cigarette binding base paper products to major well-known tobacco companies at home and abroad, such as PMI, bat and JTI. In 2022, the company’s international business will be further developed. After the logistics returns to normal, the overseas market will have the opportunity to achieve explosive growth.
7, Beijing Sanlian Hope Shin-Gosentechnical Service Co.Ltd(300384) : it is proposed to repurchase shares with 30-50 million yuan
Beijing Sanlian Hope Shin-Gosentechnical Service Co.Ltd(300384) (300384) announced that it plans to repurchase shares with 30-50 million yuan, and the repurchase price shall not exceed 22 yuan / share. The repurchased shares will be used to implement equity incentive or employee stock ownership plan.
8, 360 Security Technology Inc(601360) : the subsidiary won the bid for Zhoukou digital economic security industrial park project
360 Security Technology Inc(601360) (601360) announced that Beijing Hongteng Intelligent Technology Co., Ltd., a wholly-owned subsidiary, as a member of the consortium, and Zhengyan Construction Group Co., Ltd. (the leader) participated in the public bidding of “Zhoukou Digital Economic Security Industrial Park” of Zhoukou Chengtou Jiancheng Real Estate Co., Ltd. and won the bid successfully. The total investment of the project is about 1.6 billion yuan, of which 360 Security Technology Inc(601360) plans to undertake about 400 million yuan.
9, Pengxin International Mining Co.Ltd(600490) : the subsidiary plans to acquire mining right 17, exploration right 11862 and corresponding assets in tau mine with R 300 million
Pengxin International Mining Co.Ltd(600490) (600490) announced that CAPM tau mine proprietary limited, a holding subsidiary, plans to acquire tau mining right 17, exploration right 11862 and corresponding assets held by tau lekoa gold mining company proprietary limited for R 300 million. The transaction consideration is equivalent to RMB 126 million.
10. Mubang high tech: it plans to acquire 100% equity of haoan energy, and its main business will increase photovoltaic silicon wafers and silicon rods
Mubang high tech (603398) announced that it plans to purchase 100% equity of hao’an energy jointly held by Zhang Zhongan and Yu Jumei by paying cash, and the transaction price is tentatively set at 1.1 billion yuan. After the completion of this transaction, the company’s main business will increase the R & D, production and sales of photovoltaic silicon wafers and silicon rods. On the same day, it was announced that the company planned to raise no more than 2.415 billion yuan by non-public offering of shares for the acquisition of 100% equity of hao’an energy, 10000 t / a intelligent silicon purification and recycling project and supplement working capital.
