Yunnan Yuntianhua Co.Ltd(600096) signed a cooperation agreement with Yunnan Energy New Material Co.Ltd(002812) and others on the whole industry chain project of new energy batteries; Anhui Golden Seed Winery Co.Ltd(600199) the controlling shareholder plans to introduce strategic shareholder China Resources war investment; Aupu Home Style Corporation Limited(603551) and Hangzhou Star Shuaier Electric Appliance Co.Ltd(002860) plan to repurchase shares; Sichuan Yahua Industrial Group Co.Ltd(002497) : core expects to provide lithium concentrate for the company in the fourth quarter according to the agreement
today's highlights
▼ focus one:
Yunnan Yuntianhua Co.Ltd(600096) signed cooperation agreements with Yunnan Energy New Material Co.Ltd(002812) , Eve Energy Co.Ltd(300014) and Huayou holdings on the whole industry chain project of new energy batteries
On February 16, 2022, the company signed a cooperation agreement on the whole industry chain project of new energy batteries with Yuxi Municipal government, Yunnan Energy New Material Co.Ltd(002812) , Eve Energy Co.Ltd(300014) and Huayou holdings in Yunnan Province. It was agreed that all parties would jointly establish two joint ventures in Yuxi City. After obtaining the exploration and mining rights through the joint venture, the company would jointly mine mineral resources, carry out mineral deep processing, joint research and development Produce and sell new energy batteries and upstream and downstream materials of new energy batteries, drive the construction of new energy battery industry chain, and jointly promote the formation of the whole industrial chain cluster of new energy batteries in Yuxi City.
The four companies plan to build new energy batteries, lithium battery isolation membrane, iron phosphate, lithium iron phosphate, copper foil and other battery supporting projects in Yuxi City around the target mineral resources in Yuxi City in the future. The above projects are invested in three phases: the first phase of the project promises to invest about 18.05 billion yuan, which will be completed before December 31, 2023. The promised investment for phase II of the project is about 33.65 billion yuan, which will be completed before December 31, 2025. The third phase of the project is planned to be completed by 2030.
▼ focus II:
Anhui Golden Seed Winery Co.Ltd(600199) the controlling shareholder plans to introduce strategic shareholder China Resources war investment
Fuyang Investment Development Co., Ltd., the sole shareholder of golden seed group, the controlling shareholder of the company, plans to transfer 49% of the equity of golden seed group to China Resources Strategic Investment Co., Ltd. (hereinafter referred to as "China Resources Strategic Investment") a wholly-owned subsidiary of China Resources (Group) Co., Ltd. Fuyang investment and Development Co., Ltd. and China Resources zhantou signed the equity transfer agreement on Anhui Golden Seed Group Co., Ltd. on February 16, 2022. This transaction will not lead to the change of the controlling shareholder and actual controller of the company. The controlling shareholder of the company is still golden seed group and the actual controller is still Fuyang SASAC.
▼ gather three:
Sichuan Yahua Industrial Group Co.Ltd(002497) : core expects to provide lithium concentrate for the company in the fourth quarter according to the agreement
The company disclosed the progress of signing the lithium concentrate off purchase agreement with Australian core company: at present, Australian core company has started mining construction as planned, and it is expected to provide lithium concentrate for the company in the fourth quarter of this year according to the agreement. On February 16, 2022, Yahua international, a wholly-owned subsidiary of the company, signed a supplementary agreement to the off purchase agreement with lithium industry development, a wholly-owned subsidiary of core Australia. The supplementary agreement adjusted the reference price and maximum price of lithium concentrate in the original agreement, and re agreed on the relevant terms of delivering products FOB. In the future, if the Australian core company plans to expand the production of the project and has additional products that can be sold to Yahua international, the two sides will further discuss the sales agreement of additional products. The company said that the adjustment of the highest price makes some lithium concentrates of the company have great cost advantages. With the continuous output of lithium concentrates of core company, it will open up another stable raw material supply channel for the company.
▼ focus four:
Aupu Home Style Corporation Limited(603551) and Hangzhou Star Shuaier Electric Appliance Co.Ltd(002860) proposed to repurchase shares
Aupu Home Style Corporation Limited(603551) : the company plans to repurchase shares for equity incentive. The repurchase amount shall not be less than 100 million yuan and not more than 200 million yuan; The repurchase price shall not exceed 15 yuan per share.
Hangzhou Star Shuaier Electric Appliance Co.Ltd(002860) : the company plans to use its own funds to buy back part of the company's shares in the form of centralized bidding transaction for the later implementation of equity incentive plan or employee stock ownership plan. The number of shares repurchased this time ranges from 6 million shares to 8 million shares, accounting for 2.83% - 3.77% of the current total share capital of the company, and the repurchase price does not exceed 25 yuan / share.
▼ focus five:
Mianyang Fulin Precision Co.Ltd(300432) : Contemporary Amperex Technology Co.Limited(300750) plans to further increase the capital of Jiangxi sublimation, a subsidiary of the company
Contemporary Amperex Technology Co.Limited(300750) it is proposed to further increase the capital of Jiangxi sublimation, a subsidiary of the company, and subscribe for the registered capital of the same amount of RMB 144 million increased by Jiangxi sublimation, so as to further accelerate the construction of Jiangxi sublimation's lithium iron phosphate project in Shehong, Sichuan. After the capital increase, Contemporary Amperex Technology Co.Limited(300750) will hold 20% equity of Jiangxi sublimation, and the registered capital of Jiangxi sublimation will increase to 820 million yuan.
performance selection
Hunan Changyuan Lico Co.Ltd(688779) : according to the performance express, the company achieved an operating revenue of 6841.1673 million yuan in 2021, a year-on-year increase of 240.25%; The net profit attributable to the owners of the parent company was 700.6396 million yuan, a year-on-year increase of 538.17%; The net profit attributable to the owner of the parent company after deducting non recurring profits and losses was 682371800 yuan, with a year-on-year increase of 753.36%. The basic earnings per share is 0.44 yuan.
Tangshan Sanyou Chemical Industries Co.Ltd(600409) : release the performance express. In 2021, the company achieved an operating revenue of 23182249200 yuan, a year-on-year increase of 30.38%; The net profit attributable to the shareholders of the listed company was 1670926300 yuan, a year-on-year increase of 133.03%.
Qingdao Haier Biomedical Co.Ltd(688139) : released the performance express. In 2021, the company achieved a total operating revenue of 2.126 billion yuan, a year-on-year increase of 51.63%; The net profit attributable to the owners of the parent company was 818 million yuan, a year-on-year increase of 114.81%. The basic earnings per share is 2.58 yuan.
Wuxi Chipown Micro-Electronics Limited(688508) : release the performance express. In 2021, the company achieved an operating revenue of 753171012.92 yuan, a year-on-year increase of 75.44%; The net profit attributable to the owners of the parent company was 201263678.99 yuan, a year-on-year increase of 101.80%; The basic earnings per share is 1.78 yuan.
Daheng New Epoch Technology Inc(600288) : released the performance express, the company achieved an operating revenue of 2.528 billion yuan in 2021, with a year-on-year increase of 9.20%; The net profit attributable to the shareholders of the listed company was RMB 90.0968 million, a year-on-year increase of 57.43%.
Polaris Bay Group Co.Ltd(600155) : release the performance express. In 2021, the company is expected to achieve a total operating revenue of 3.77 billion yuan, a year-on-year increase of 16.02%, and a net profit attributable to shareholders of listed companies of 972 million yuan, a year-on-year increase of 47.62%.
fixed increase & restructuring
Nyocor Co.Ltd(600821) : the company plans to issue non-public shares with a total fund-raising amount of no more than 3994.321 million yuan. After deducting the issuance expenses, the net fund-raising amount will be used for the construction of six photovoltaic power station projects such as Guigang 200mwp agricultural light storage complementary project and supplement working capital.
The company released the performance express on the same day. In 2021, the company achieved an operating revenue of 1907.9255 million yuan, a year-on-year increase of 40.61%; The net profit attributable to the shareholders of the listed company was 406161300 yuan, a year-on-year increase of 620.56%; The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was 364031400 yuan, a year-on-year increase of 2170.76%. During the reporting period, the installed capacity of the company expanded, and the cumulative electricity sales increased by 65.85% year-on-year. In August 2020, the company completed major asset restructuring, and Guokai new energy became a wholly-owned subsidiary of the company. Due to the preparation rules of consolidated financial statements for business merger under the same control, the comparable base in the same period of 2020 was small, resulting in a significant increase in the net profit attributable to the shareholders of the listed company in the reporting period.
Shandong Daye Co.Ltd(603278) : the company plans to issue shares in a non-public manner, raising no more than 600 million yuan. After deducting the issuance expenses, the company plans to invest in the project of high-performance bead steel wire for radial tire with an annual output of 200000 tons and supplement working capital.
important matters
Tbea Co.Ltd(600089) : on February 16, 2022, the company's holding company Tbea Co.Ltd(600089) Xinjiang new energy Co., Ltd., Hongdong county government and Shanxi Huaxiang Group Co.Ltd(603112) signed the investment framework agreement for 1GW photovoltaic power generation and supporting projects in Hongdong County, Linfen City, Shanxi Province. It plans to invest in the construction of Hongdong 1GW photovoltaic power generation project and supporting photovoltaic support production project, with a total investment of 4.3 billion yuan. Among them, the investment of 1GW photovoltaic power station is 4 billion yuan, the registered capital of the project company is about 30% of the total investment, Shanxi Huaxiang Group Co.Ltd(603112) and the investment of new energy company are about 600 million yuan respectively, and the remaining funds required for the project are financed by the project company; The investment of supporting photovoltaic support production project is 300 million yuan. The project is mainly invested in Shanxi Huaxiang Group Co.Ltd(603112) , and the project capital is 30% - 40% of the total investment.
Yongyue Science&Technology Co.Ltd(603879) : the company plans to set up a wholly-owned subsidiary Yancheng Yongyue Intelligent Equipment Co., Ltd. in Yancheng City, Jiangsu Province, which is committed to the R & D and production of UAV, unmanned vehicle, intelligent Siasun Robot&Automation Co.Ltd(300024) and other technologies. The company's original main business mostly focused on the R & D, production and sales of synthetic resin dominated by unsaturated polyester resin. This project is intended to be invested in the R & D and production of unmanned technology industry.
Jinko Power Technology Co.Ltd(601778) : in order to meet the needs of distributed business development, the company plans to invest and build seven roof distributed photovoltaic power station projects and one energy storage project in the plant area of the affiliated company of Jingke energy. The generated / discharged capacity of the project is preferentially sold to Jingke energy and its affiliated companies, and the components required for project construction are preferentially purchased from Jingke energy under the same conditions. The company plans to sign the cooperation framework agreement with Jingke energy on the cooperation of the above projects.
Guangdong Mingzhu Group Co.Ltd(600382) : the company received the notice of filing a case from the CSRC on February 16, 2022. Because the company was suspected of violating laws and regulations in information disclosure, the CSRC decided to file a case against the company.
Zhejiang Hangke Technology Incorporated Company(688006) : Cao Ji, the actual controller and chairman of the company, received the notice of filing a case issued by the CSRC on February 16, 2022. Cao Ji was suspected of short-term trading due to his spouse's illegal trading of company shares, and the CSRC decided to file a case against him. The company said that the above matters were filed against Cao Ji, and the company's operation, production and management activities were not affected.
Shandong Buchang Pharmaceuticals Co.Ltd(603858) : Shandong Danhong, a wholly-owned subsidiary of the company, recently received the notice of approval of drug clinical trial on bc0305 capsule approved and issued by the State Drug Administration. Based on diet and exercise, BC0305 is intended to be used to improve blood sugar control in diabetics.
Jiangsu Zhongtian Technology Co.Ltd(600522) : Zhongtian offshore engineering, a wholly-owned subsidiary of the company, plans to jointly invest in Haili wind power to establish Jiangsu Zhonghai Offshore Engineering Co., Ltd. (hereinafter referred to as the "joint venture") to engage in offshore wind power engineering contracting business and undertake offshore wind power foundation construction, maintenance and other engineering services. The registered capital of the joint venture is 500 million yuan, with Zhongtian offshore engineering contributing 255 million yuan, accounting for 51% of the registered capital, and Haili wind power contributing 245 million yuan, accounting for 49% of the registered capital.
The company said that after building a new generation of offshore wind power installation ship with leading wind turbine enterprises, the company will establish a joint venture with key wind power equipment manufacturing enterprises to build a next-generation foundation large-scale construction ship suitable for the far-reaching Haihua of wind farms and large-scale units in the future, with strong lifting capacity and wind and wave resistance, It can be constructed in deep-water areas and under adverse weather conditions. The company's external investment and market competitiveness will be further improved.
Sichuan Xichang Electric Power Co.Ltd(600505) : according to the spirit of relevant documents of Sichuan Provincial Development and Reform Commission, the company's electricity price is adjusted and the sales price of industrial and commercial catalogue of local power grid is completely cancelled. All industrial and commercial users enter the power market and purchase electricity according to the market price. The electricity price adjustment will have a certain impact on the company's operating performance.
Livzon Pharmaceutical Group Inc(000513) : the recombinant New Coronavirus fusion protein vaccine (V-01), which is jointly controlled by Affiliated Companies, Zhuhai's Li Zhu mAb Biotechnology Co., Ltd. and the Institute of Biophysics, China Academy of Sciences, has completed the interim master data analysis of the phase III clinical trials and has obtained key data. According to the analysis of the present stage, the results showed that the annual incidence rate of V-01 sequential enhancement and two needle inactivated vaccine was 6.73% and 12.80%, respectively, with significant difference between the V-01 sequential and two needle inactivated vaccine groups (P=0.0012). The absolute protective force of v-01 after sequential strengthening is 61.35%, which has significant strong and excellent effect. V-01 sequential strengthening of absolute protection has met who standards. The genotyping and first-generation sequencing of covid-19 virus in 60 of all valid samples submitted for examination in this test are Omicron (the rest are still undergoing second-generation sequencing), indicating that the sequential strengthening of v-01 can produce good protection against covid-19 caused by Omicron infection. At the same time, no safety problems worthy of attention were found.
China Baoan Group Co.Ltd(000009) : beiteri New Material Group Co., Ltd., a subsidiary of the company, plans to sign a cooperation agreement with Shenzhen Guangming District People's government to invest in the construction of a 40000 ton silicon-based negative electrode material project in Shenzhen Guangming district. The total investment of the project is expected to be 5 billion yuan.
Admiralty Co., Ltd.: the company plans to reach an agreement with Guangzhou Huadu District People's Government on the company's investment in the construction of automobile lightweight engineering plastic parts manufacturing base in Huadu District. The investment of the project is no less than 500 million yuan, the construction period is expected to be about 18 months, and the annual output value is expected to be no less than 1 billion yuan after it is fully completed.
Haili wind power: the company signed the project construction agreement with the Management Committee of Jiangsu Rudong Coastal Economic Development Zone, and plans to invest in the construction of high-end wind power equipment manufacturing project. The total investment of the project is about 1 billion yuan, of which the investment in fixed assets is no less than 400 million yuan. The construction period of the project is 24 months.
Jiangsu Gian Technology Co.Ltd(300709) : disclose the plan for issuing convertible corporate bonds to unspecified objects. The total amount of funds raised in this issuance does not exceed 600 million yuan. After deducting the issuance expenses, the net amount of funds raised is planned to be invested in the new high-precision and high-performance transmission system component production project, MIM production line intelligent information upgrading project and supplementary working capital.
Guangzhou Haozhi Industrial Co.Ltd(300503) : the company recently received a notice from Tang Xiuqing, who received the decision on obtaining bail pending trial issued by Jinhua Public Security Bureau and the release certificate issued by Jinhua detention center. According to the relevant provisions of the criminal procedure law of the people's Republic of China, the company decided to obtain bail pending trial and release him. The above-mentioned relevant matters need to be further investigated by the public security organ. This survey is a personal survey of relevant personnel of the company, not involving the company. At present, the company's production and operation are normal and all work is carried out in an orderly manner.
Beijing Beilu Pharmaceutical Co.Ltd(300016) : Recently, the company received the notice of approval for supplementary application for drugs on two specifications of iodopanol injection issued by the State Drug Administration. The drug passed the consistency evaluation of quality and efficacy of generic drugs.
Wanbangde Pharmaceutical Holding Group Co.Ltd(002082) : Kangkang medical, the holding subsidiary of the company, recently received a notice from the U.S. Food and Drug Administration (hereinafter referred to as "FDA") that the disposable sterile self destruction syringe of Kangkang medical has officially passed the audit of FDA 510 (k), marking that the disposable sterile self destruction syringe produced by Kangkang medical has obtained the U.S. market access qualification.
increase or decrease
Ledman Optoelectronic Co.Ltd(300162) : Li MANTIE, Wang Lishan and Li Chen, the controlling shareholders and actual controllers who directly and indirectly hold 145371266 shares of the company (accounting for 41.59% of the total share capital of the company), plan to reduce the shares of the company by means of centralized bidding and block trading to no more than 17455000 shares (accounting for 4.99% of the total share capital of the company).
Hainan Expressway Co.Ltd(000886) : the company plans to sell no more than 9.48 million Hainan Haiqi Transportation Group Co.Ltd(603069) shares (accounting for 3% of the total share capital of Hainan Haiqi Transportation Group Co.Ltd(603069) ) by centralized bidding or block trading according to the situation of the securities market within 12 months from the date of deliberation and approval of the proposal on reducing Hainan Haiqi Transportation Group Co.Ltd(603069) shares by the general meeting of shareholders. Up to now, the company holds 43897300 shares issued before Hainan Haiqi Transportation Group Co.Ltd(603069) initial public offering, accounting for 13.89% of the total share capital of Hainan Haiqi Transportation Group Co.Ltd(603069) .
Wedge Industrial Co.Ltd(000534) : Jiangxi Ganjiang rongchuang Investment Co., Ltd., a shareholder holding 28965299 shares of the company (accounting for 5.78% of the total share capital of the company), plans to reduce its shares by means of centralized bidding and block trading to no more than 15021240 shares (accounting for no more than 3% of the total share capital of the company) within three months.
Shenzhen Original Advanced Compounds Co.Ltd(603991) : Huang Qiang, a 5% shareholder, plans to reduce his holdings of no more than 745349 shares of the company through centralized bidding, that is, no more than 1% of the total share capital of the company; It is proposed to reduce no more than 1490699 shares of the company through block trading, that is, no more than 2% of the total share capital of the company.
summary of suspension and resumption
resumption company:
Not yet.
Suspended company:
Not yet.
