focus today
Check whether there is a case of suspected insider trading on the ten day board {123567}
Zhejiang Construction Investment Group Co.Ltd(002761) received the letter of concern from Shenzhen Stock Exchange. It is required to confirm whether there is any major information that should be disclosed but not disclosed, and whether there is any major change in the fundamentals of the company. Describe in detail the recent research of reception institutions and individual investors, and whether there is any violation of fair disclosure of information. Check whether the controlling shareholders, actual controllers, directors, supervisors, senior executives and their immediate family members of the company have bought and sold the company’s shares and whether they are suspected of insider trading. Xiaocai note: as of today’s close, Zhejiang Construction Investment Group Co.Ltd(002761) has increased by 146.2% in the last ten trading days.
[ Shanxi C&Y Pharmaceutical Group Co.Ltd(300254) : the material entity entrusted by the holding subsidiary to produce covid-19 generic drugs]
Shanxi C&Y Pharmaceutical Group Co.Ltd(300254) it was announced that the holding subsidiary Jiayi pharmaceutical signed the entrusted processing cooperation agreement with Laos United Pharmaceutical Co., Ltd. to entrust Jiayi pharmaceutical to produce the generic drug molnupivir, an anti-covid-19 drug.
[ Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) : it is proposed to invest 9.076 billion yuan to implement the intelligent brewing storage center project]
Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) announced that it plans to invest in the implementation of the South plant intelligent brewing storage center project to improve production efficiency, improve product quality and promote the construction of the company’s smart factory and green factory. The total investment of the project is expected to be 9.076 billion yuan, which will be invested in five years. After the completion of the project, it is expected to add 18000 tons of high-quality Luzhou flavor original wine, 20000 tons of high-quality elegant Maotai flavor original wine, 80000 tons of semi open wine storage and 210000 tons of taotan storage; The annual production capacity of the company will reach 100000 tons.
[ Shenzhen Yhlo Biotech Co.Ltd(688575) : MBL purchased 317 million yuan covid-19 virus antigen detection kit from the company]
Shenzhen Yhlo Biotech Co.Ltd(688575) announcements, the company received the purchase orders sent by the Medical Biology Research Institute (MBL) 18 days ago. MBL increased the purchase of New Coronavirus antigen detection kit to the company, amounting to 50 million US dollars or 317 million yuan. At the same time, the company issued a performance express. In 2021, it achieved an operating revenue of 1.189 billion yuan, a year-on-year increase of 19.06%; The net profit was 209 million yuan, a year-on-year decrease of 0.94%; The basic earnings per share is 0.54 yuan.
[ Yto Express Group Co.Ltd(600233) performance express: net profit in 2021 increased by 18.42% year-on-year]
Yto Express Group Co.Ltd(600233) released the performance express and realized a net profit of 2.09 billion yuan in 2021, with a year-on-year increase of 18.42%. The company announced on the same day that the revenue of express products in January was 3.619 billion yuan, a year-on-year increase of 20.09%; The number of business completed was 1.329 billion, a year-on-year increase of 4.84%. Xiaocai note: the net profit of Q3 was 308 million yuan. Based on this calculation, the net profit of Q4 was 1.136 billion yuan, an increase of 269% month on month.
[ S.F.Holding Co.Ltd(002352) : the revenue of express logistics business in January increased by 14.23% year-on-year]
S.F.Holding Co.Ltd(002352) announced that in January, the revenue of express logistics business was 17.28 billion yuan, a year-on-year increase of 14.23%; The business volume was 989 million, with a year-on-year increase of 10.01%; The revenue of supply chain and international business was 7.833 billion yuan, a year-on-year increase of 522.66%.
[ Guangdong Orient Zirconic Ind Sci And Tech Co.Ltd(002167) : raise the sales price of relevant zirconium products]
Guangdong Orient Zirconic Ind Sci And Tech Co.Ltd(002167) announced that the sales price of relevant zirconium products will be increased from February 18, 2022, and the sales price of zirconium oxychloride products (including mother liquor) will be increased by 1000 yuan / ton; Zirconia products will be increased by 3000 yuan / ton. At the same time, the prices of other zirconium series products of the company will be adjusted simultaneously.
[ Zotye Automobile Co.Ltd(000980) : no strategic agreement has been signed with Great Wall Motor Company Limited(601633) ]
Zotye Automobile Co.Ltd(000980) disclosed a Clarification Announcement. With regard to some media reports on Great Wall Motor Company Limited(601633) swallowing Zhongtai and acquiring Zhongtai Linyi factory, the company hereby clarifies that after verification, neither the company nor its subordinate Jiangnan Linyi Branch nor zhuotai automobile sales company have signed any strategic agreement with Great Wall Motor Company Limited(601633) . The above two companies under the company have stopped production and shut down for a long time, and the subsequent disposal of the assets of the two companies has not been determined yet.
Investment & signing
[ Guangdong Silver Age Sci &Tech Co.Ltd(300221) : it is proposed to invest 1 billion yuan in Anhui Chuzhou Yinxi polymer material project]
Guangdong Silver Age Sci &Tech Co.Ltd(300221) announced that it plans to use its own funds and self raised funds of no more than 1 billion yuan for the construction of “Anhui Chuzhou Yinxi polymer material project”.
[ Tbea Co.Ltd(600089) : the subsidiary plans to set up a double carbon green energy fund of RMB 770 million]
Tbea Co.Ltd(600089) it was announced that the technology investment company, a wholly-owned subsidiary of the company, together with China Southern Network Jianxin fund management company and China Southern network capital, established China Southern Network double carbon green energy (Guangzhou) private equity investment fund partnership (limited partnership) (hereinafter referred to as double carbon green energy fund) to invest in green and clean energy projects through double carbon green energy fund. The registered capital of dual carbon green energy fund is 1.1 billion yuan, and the technology investment company, a wholly-owned subsidiary of the company, has subscribed 770 million yuan, accounting for 70%.
[ China Zhenhua (Group) Science & Technology Co.Ltd(000733) : the subsidiary implements the construction project of electronic ceramic material workshop]
China Zhenhua (Group) Science & Technology Co.Ltd(000733) announced that Zhenhua Yunke, a wholly-owned subsidiary, decided to use its own capital of 24.1413 million yuan to implement the construction project of electronic ceramic material plant with its own land.
equity change
[ Zhejiang Anglikang Pharmaceutical Co.Ltd(002940) : it is proposed to transfer 15.74% shares of Kerui biology with RMB 157 million]
Zhejiang Anglikang Pharmaceutical Co.Ltd(002940) announced that it plans to transfer 15.74% shares of Kerui biology with RMB 157 million. After the completion of this transaction, the company will hold 18.65% shares of Kerui biology in total.
[Zhejiang Liming: 40% equity of Zhou technology to be acquired]
Zhejiang Liming announced that it plans to acquire 40% equity of Zhou technology with 55.42 million yuan in cash. After the completion of this transaction, it will promote the company to carry out automobile tire safety products business.
[ Hiconics Eco-Energy Technology Co.Ltd(300048) : it is proposed to transfer 4% equity of Hangzhou Hengling and 71.25% equity of electric drive]
Hiconics Eco-Energy Technology Co.Ltd(300048) announced that the company plans to transfer its 4% equity of Hangzhou Hengling to Shangfeng group and its concerted action person Ye Jinwu for 9.52 million yuan.
Li Shunzhang intends to transfer 1.71% of his equity to Li Shunzhang. After the completion of the above transactions, the company will no longer hold the equity of Hangzhou Hengling and electric drive, and electric drive will no longer be the holding subsidiary of the company and will no longer be included in the scope of the company’s consolidated statements.
increase / decrease & repurchase
[ Xinxiang Richful Lube Additive Co.Ltd(300910) : the shareholders Suzhou Songhe and Shenzhen Songhe plan to reduce their holdings by no more than 6%]
Xinxiang Richful Lube Additive Co.Ltd(300910) announced that Suzhou Songhe and Shenzhen Songhe plan to reduce their holdings of no more than 9 million shares of the company (accounting for no more than 6% of the total share capital of the company) by means of centralized bidding and block trading.
[ Sharetronic Data Technology Co.Ltd(300857) : Jintong Anyi plans to reduce its shares by no more than 4.14%]
According to the announcement of Sharetronic Data Technology Co.Ltd(300857) , Anhui Hi Tech Jintong Anyi phase II venture capital fund (limited partnership) (hereinafter referred to as “Jintong Anyi”), a shareholder with a shareholding of 4.58%, previously planned to reduce its shareholding by no more than 4.58%. Up to now, the duration of the reduction plan has expired, with a cumulative reduction of 0.43%. Jintong Anyi plans to continue to reduce its shares by no more than 4.14%.
[ternary gene: shareholders plan to reduce their shares by no more than 4.1%]
According to the announcement of Sanyuan gene, the shareholder Zhejiang Shengda Technology Development Co., Ltd. plans to reduce its shares by no more than 4.1%.
[ Guangdong Rongtai Industry Co.Ltd(600589) : shareholder Gao Dapeng plans to increase his holding of 1% – 2% of the company’s shares within 12 months]
Guangdong Rongtai Industry Co.Ltd(600589) it is announced that the shareholder Gao Dapeng plans to increase his holding of 1% – 2% of the company’s shares within 12 months. There is no price range set in the shareholding increase plan.
[ Guangdong Topstar Technology Co.Ltd(300607) : it is proposed to repurchase shares with 30-50 million yuan]
According to the announcement of Guangdong Topstar Technology Co.Ltd(300607) , it is planned to repurchase shares with a price of 30-50 million yuan, and the repurchase price shall not exceed 23.17 yuan / share.
operation & performance
[ Allwinnertech Technology Co.Ltd(300458) performance express: net profit in 2021 increased by 141.48% year-on-year]
Allwinnertech Technology Co.Ltd(300458) released the performance express. In 2021, the operating revenue was 2.065 billion yuan, a year-on-year increase of 37.19%; The net profit was 494 million yuan, a year-on-year increase of 141.48%; The basic earnings per share is 1.5 yuan. During the reporting period, benefiting from the strong demand for intelligent hardware, intelligent vehicle and codec product lines, the company’s revenue increased year-on-year, and the growth of revenue and gross profit margin promoted the growth of net profit.
[jingsai technology performance express: net profit in 2021 increased by 109% year-on-year]
Jingsai technology disclosed its performance express. In 2021, the company achieved an operating revenue of 472 million yuan, a year-on-year increase of 46.63%; The net profit attributable to the parent company was 65.2411 million yuan, a year-on-year increase of 109.3%. The main reason is that the downstream market of quartz crystal oscillator is relatively prosperous, the company’s market development work is carried out in an orderly manner, the new production capacity is released steadily, and the production and sales increase at the same time, which makes the company’s current performance increase significantly year-on-year.
[ Lanzhou Lishang Guochao Industrial Group Co.Ltd(600738) performance express: the net profit attributable to the parent company in 2021 increased by 65.86% to 144 million yuan]
Lanzhou Lishang Guochao Industrial Group Co.Ltd(600738) announced the announcement on the performance express of 2021. In 2021, the company achieved an operating revenue of 647 million yuan, a year-on-year increase of 7.95%; The total profit was 206 million yuan, a year-on-year increase of 48.53%; The net profit attributable to the shareholders of the listed company was 144 million yuan, a year-on-year increase of 65.86%.
[ Shenzhen V&T Technologies Co.Ltd(300484) performance express: net profit in 2021 increased by 18.27% year-on-year]
Shenzhen V&T Technologies Co.Ltd(300484) disclosed the performance express, and achieved a total operating revenue of 512 million yuan in 2021, with a year-on-year increase of 27.76%; The net profit attributable to the parent company was 61.6413 million yuan, a year-on-year increase of 18.27%. During the reporting period, due to the good growth of the overall demand of downstream industries, the company’s new energy vehicle sector achieved great growth.
[ China State Construction Engineering Corporation Limited(601668) : the total amount of newly signed contracts in January was 298.8 billion yuan, a year-on-year increase of 13.1%]
China State Construction Engineering Corporation Limited(601668) disclosed the business briefing in January 2022. The total amount of newly signed contracts in January was 298.8 billion yuan, a year-on-year increase of 13.1%.
[ Yunda Holding Co.Ltd(002120) : express service revenue in January increased by 28.02% year-on-year]
According to the announcement of Yunda Holding Co.Ltd(002120) , the revenue of express service business in January was 3.957 billion yuan, a year-on-year increase of 28.02%; The business volume was 1.512 billion tickets, a year-on-year increase of 9.09%.
[ Sto Express Co.Ltd(002468) : in January, the revenue of express service business was 2.565 billion yuan, with a year-on-year increase of 21.27%]
Sto Express Co.Ltd(002468) issued the business briefing announcement in January 2022. The revenue of express service business was 2.565 billion yuan, a year-on-year increase of 21.27%; The business volume was 989 million tickets, a year-on-year increase of 17.30%; The single ticket income of express service was 2.59 yuan, a year-on-year increase of 3.19%.
contract & project winning
[ Hongrun Construction Group Co.Ltd(002062) : won the bid for the construction project of 320 million yuan]
Hongrun Construction Group Co.Ltd(002062) announced that it won the bid for bid section III of Century Avenue Expressway (Yongle Road Shahe Interchange) project, with a bid price of 320 million yuan.
[ Suntar Environmental Technology Co.Ltd(688101) : sign the EPC contract of about 210 million yuan 5000 t / a battery grade lithium carbonate project]
Suntar Environmental Technology Co.Ltd(688101) announced that the EPC contract for 5000 t / a battery grade lithium carbonate project was signed with jinkunlun Lithium Industry Co., Ltd., with a total contract price of 210 million yuan.
[ Yinbang Clad Material Co.Ltd(300337) : signed a major contract of about 250 million yuan with OneGene]
Yinbang Clad Material Co.Ltd(300337) it is announced that the company will supply OneGene with aluminum alloy composite and non composite materials for water cooling sectors for new energy vehicles according to its actual business plan, with an estimated amount of about 250 million yuan.
[ Digital China Group Co.Ltd(000034) : pre winning China Mobile PC server centralized purchase project]
Digital China Group Co.Ltd(000034) it was announced that Shenma China, its holding subsidiary, won the bid for package 8 of China Mobile’s PC server centralized procurement (batch 1) project from 2021 to 2022. The bid price of Shenma China was 2.373 billion yuan, with a winning share of 22.22%.
[ Long Yuan Construction Group Co.Ltd(600491) : won the bid for 236 million yuan construction project]
Long Yuan Construction Group Co.Ltd(600491) announced that it won the bid for bid section IV of Ningbo Century Avenue Expressway (Yongle Road Shahe Interchange) project, with a bid price of 236 million yuan.
financing & fixed increase
[ Tianfeng Securities Co.Ltd(601162) : the board of directors agreed to publicly issue corporate bonds of no more than 8 billion yuan]
According to the announcement of Tianfeng Securities Co.Ltd(601162) , the board of directors agreed to publicly issue corporate bonds of no more than 8 billion yuan. The funds raised by the bonds are intended to be used to supplement the working capital required by the company’s daily production and operation and repay the company’s due debts.
[ Guangdong Dowstone Technology Co.Ltd(300409) : Guangdong Jiana, a wholly-owned subsidiary, introduced strategic investors to increase capital and shares]
Guangdong Dowstone Technology Co.Ltd(300409) announced that it plans to increase the capital and shares of Guangdong Jiana by introducing strategic investors. After friendly negotiation, Ganzhou development No. 3 new energy materials industry investment fund partnership (limited partnership) and Ganzhou development No. 4 new energy materials industry investment fund partnership (limited partnership) will contribute with their own funds and increase the capital of Guangdong Jiana by 400 million yuan and 300 million yuan respectively in cash.
others
[ Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) : terminate the spin off of the holding subsidiary to the gem]
Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) announced that due to the lower than expected construction progress of 5g base station, intensified market competition, and the concentration of customers and products of Aifu electronics, its business performance did not meet expectations. The company believes that the conditions for continuing to promote the spin off and listing of its holding subsidiary Aifu electronics are not mature at this stage, and decides to terminate this spin off and listing.
[ Wuxi Apptec Co.Ltd(603259) : the participating company clear medical is listed on the main board of the Hong Kong Stock Exchange]
Wuxi Apptec Co.Ltd(603259) announced that the participating company clear Medical Group Holdings Co., Ltd. is listed on the main board of the Hong Kong stock exchange, and the company holds 15.63% of its shares.
[ Wuliangye Yibin Co.Ltd(000858) : Zou Tao, vice chairman and general manager, resigned]
Wuliangye Yibin Co.Ltd(000858) announcement: due to job changes, Zou Tao applied for resignation as a director, vice chairman and general manager of the company, and Li Shuguang applied for resignation as a director of the company and relevant special committees under the board of directors; Jiang Wenge, the director of the company, was elected as the vice chairman and appointed as the general manager.
