[interactive Nuggets] Ming Yang Smart Energy Group Limited(601615) : the average bidding price of the wind power industry has remained stable for five months

Sanyou Corporation Limited(300932) : at present, the company’s orders are saturated, and some line products of Ningbo Yongyou have started trial production

Sanyou Corporation Limited(300932) (300932) said on the interactive platform on February 15 that at present, the company’s orders are saturated and the production capacity can be released better. Ningbo Yongyou’s project of increasing capital and expanding production with an annual output of 400 million relays still has some equipment in the commissioning and installation stage, and some line products have started trial production and less batch production.

Yantai Ishikawa Sealing Technology Co.Ltd(301020) : we have actively negotiated with many companies in the field of new energy and signed cooperation agreements with some customers

Yantai Ishikawa Sealing Technology Co.Ltd(301020) (301020) said on the interactive platform on February 15 that the company has actively negotiated with Chongqing Jinkang, Yutong Bus Co.Ltd(600066) new energy, ideal Xinchen, FAW new energy and other companies in the field of new energy, and signed cooperation agreements with some customers, but the overall proportion is relatively small at present.

New Guomai Digital Culture Co.Ltd(600640) : the application of AR magic book is currently in the internal test and trial stage

New Guomai Digital Culture Co.Ltd(600640) (600640) said on the interactive platform on February 15 that the company’s ar magic book is a combined “5g + Ar” technology, which mainly provides an interactive 3D children’s book reading platform for users with English learning needs, using the charging method. The product is currently in the internal test and trial stage, and will be officially launched in the whole channel in the future.

Atlantic China Welding Consumables Inc(600558) : the current situation has little impact on the export of the company’s products to Ukraine

Atlantic China Welding Consumables Inc(600558) (600558) said on the interactive platform on February 15 that our company has relatively stable customers and continuous business in Ukraine. The current situation has little impact on the export of our products to Ukraine, and the risk is controllable.

Apeloa Pharmaceutical Co.Ltd(000739) : cdmo business is not only maintaining good development of overseas business, but also expanding Chinese business segment, and its profitability is continuously improving

Apeloa Pharmaceutical Co.Ltd(000739) (000739) said on the interactive platform today that while maintaining the good development of overseas business, the company’s cdmo business is also actively expanding its Chinese business with the continuous investment in R & D. It has formed good business cooperation with many innovative drug enterprises in China, and the market competitiveness and profitability of the whole sector are constantly improving.

Guiyang Xintian Pharmaceutical Co.Ltd(002873) : Research on classic and famous prescriptions of traditional Chinese medicine is being carried out, and applications for listing license will be submitted one after another

Guiyang Xintian Pharmaceutical Co.Ltd(002873) said during the institutional research that the research on the classic famous prescriptions of traditional Chinese medicine involving Gynecology, pediatrics, geriatrics and respiratory department is being carried out. It is planned to apply for listing permission after the relevant departments release the key information of the corresponding prescriptions; In addition, we continued to carry out the clinical research on the key products of the company, including Kun Tai capsule, ningmo Tai capsule, Kushen gel and Prunella vulgaris oral liquid, and made two rounds of development for the related products.

Shanghai Haishun New Pharmaceutical Packaging Co.Ltd(300501) : the company is negotiating cooperation with boten pharmaceutical

Shanghai Haishun New Pharmaceutical Packaging Co.Ltd(300501) (300501) replied to investors on the interactive platform that the company is negotiating cooperation with boten pharmaceutical. At present, samples have been provided, but bulk supply has not yet been made.

Shanghai Hanbell Precise Machinery Co.Ltd(002158) : the company’s heat pump compressor products are expected to have a large market growth space in the next few years

Shanghai Hanbell Precise Machinery Co.Ltd(002158) in the institutional research, it is said that the company’s heat pump compressor products can be mainly used to provide hot water, steam, drying and other fields. It is mostly used in relatively large projects such as central heating and industrial boiler replacement. At present, the state has issued relevant policies on energy conservation and emission reduction. After the implementation rules are fully implemented, it is expected that the market will have a large growth space in the next few years.

Tbea Co.Ltd(600089) : whether the polysilicon capacity planned to be expanded by many enterprises can be realized remains to be further verified

Some investors asked Tbea Co.Ltd(600089) (600089) whether the supply of polysilicon will exceed the demand in 2023, Tbea Co.Ltd(600089) replied that although many enterprises have announced production expansion plans, in view of the limited energy consumption indicators and other factors, whether the planned polysilicon production capacity can be realized needs to be further verified. In the context of the national strategic goal of “carbon peaking and carbon neutralization”, the market demand for polysilicon is still strong. Whether the supply of polysilicon exceeds the demand in the future depends on the market supply and demand.

Beijing Forever Technology Co.Ltd(300365) : the subsidiary menggongfang signed a strategic agreement with Risesun Real Estate Development Co.Ltd(002146)

Recently, Tianjin menggongfang, a wholly-owned subsidiary of Beijing Forever Technology Co.Ltd(300365) , signed a strategic cooperation agreement with Risesun Real Estate Development Co.Ltd(002146) , mainly focusing on the dual carbon energy conservation of the central air conditioning system of the property held by Risesun Real Estate Development Co.Ltd(002146) . Based on this, it will establish a long-term strategic cooperation relationship in the fields of building energy conservation, building carbon neutralization and carbon trading.

Zanyu Technology Group Co.Ltd(002637) : the oleic acid part of Hangzhou Petrochemical phase II project has entered the trial production stage

Zanyu Technology Group Co.Ltd(002637) (002637) said on the interactive platform on February 15 that the oleic acid part of Hangzhou Petrochemical phase II project has entered the trial production stage; Monoglyceride and OPO are under equipment installation, and trial production is expected to be carried out in the first half of 2022.

Ming Yang Smart Energy Group Limited(601615) : the average bidding price of wind power industry has remained stable for 5 months

Ming Yang Smart Energy Group Limited(601615) (601615) said on the interactive platform today that according to the company’s own statistics, the average bidding price of the wind power industry has remained stable for five months and has rebounded slightly since 2022. As the cost reduction caused by the large-scale unit continues, the stability or rise of the bid winning price of the fan will have a positive impact on the operation.

3D world: with the increase of marketing outlets this year, the company’s cloud product sales promotion will strengthen

In terms of cloud products, in the normal implementation and sale of the company’s easy standard products, SaaS platform and nqi platform have entered the trial and promotion stage, according to the institutional research of 3D world. The government, large state-owned enterprises and other units with high requirements for data security and confidentiality are deployed in the private cloud. In the past, due to the high cost of sales promotion of related products, the company did not carry out large-scale marketing promotion. This year, with the increase of marketing outlets, the sales promotion of cloud products will be strengthened accordingly.

Shaanxi Coal Industry Company Limited(601225) : Shaanxi north mining Zhongneng coalfield company signed a strategic contract with Yulin culture and tourism

Recently, Shaanxi Coal Industry Company Limited(601225) Northern Shaanxi mining Zhongneng coalfield company and Yulin cultural tourism signed a strategic contract on the development and utilization of the company’s idle inclined shaft square and other land. The two sides will make use of the land of the former Yuyang coal mine inclined shaft industrial square and Zhongneng new village, which were shut down and rebuilt by Zhongneng coalfield company due to policy, and integrate the surrounding available land to jointly build the Zhongneng cultural tourism city project. The total planning area of the project is nearly 3000 mu, with a total investment of 2.7 billion yuan.

Shanghai Haohai Biological Technology Co.Ltd(688366) : the clinical trial of the new OK mirror product is progressing smoothly

Shanghai Haohai Biological Technology Co.Ltd(688366) said that at present, the company has started the clinical trial in January 2020 and completed the clinical enrollment in the third quarter of 2020 by using the independently developed lens design system and the new OK lens product based on the high oxygen permeable material “Optimization Extreme” developed by the British subsidiary contamac. At present, the clinical trial is progressing smoothly.

As a class III medical device, the clinical observation time of OK mirror products needs 12 months. Therefore, the last subject has completed the clinical team work by the end of 2021, and will enter the stage of product data statistics and registration application later.

Shenzhen Textile (Holdings) Co.Ltd(000045) : there is little room for the market price of polarizer to decline. At present, it is basically stable

Shenzhen Textile (Holdings) Co.Ltd(000045) said in the institutional research that the market price of polarizer has a high correlation with the panel price, and fluctuates with the rise and fall of the panel price, but the fluctuation range is small. The rise of the panel price in the early stage far exceeds that of the polarizer. In the face of the downward pressure of the panel price in the near future, there is little room for the market price of the polarizer to decline. At present, the price is basically stable.

Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) : the purified phosphoric acid project is expected to be put into operation this month

Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) (300505) said on the interactive platform on February 15 that the purified phosphoric acid project of Guangxi base is progressing normally and is expected to be put into operation this month and reach full production in 2022.

New Hope Liuhe Co.Ltd(000876) : the pig industry will definitely have another downward trend in the first half of the year, and the second half of the year may be better than the first half of the year

New Hope Liuhe Co.Ltd(000876) said in the institutional research that 2022 is still a year with great challenges for the pig industry, but it is also a year for people to make progress. For the market, the company believes that it contains some positive elements, but it is not blindly optimistic. There will be another wave of decline in the first half of the year, but it will not be blindly pessimistic. The second half of this year may be better than the first half of the year. The company has also officially made a fixed increase arrangement in the near future for the sake of safety, so as to help the enterprise operate steadily and ensure that the management action is not deformed. The company has confidence and confidence in this aspect.

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