Hangzhou Silan Microelectronics Co.Ltd(600460) plans to increase the capital of Shilan Jike jointly with the large fund; Huaihe Energy (Group) Co.Ltd(600575) it is planned to absorb and merge Huainan mining, and the trading will resume from the 22nd; Sichuan Yahua Industrial Group Co.Ltd(002497) the net profit in the first quarter increased by more than 10 times in advance; Suspension and verification from Zhejiang Construction Investment Group Co.Ltd(002761) 22; Luxshare Precision Industry Co.Ltd(002475) it is proposed to raise no more than 13.5 billion yuan; A number of companies disclosed the business related to “counting East and counting West”
today’s highlights
▼ focus one:
Hangzhou Silan Microelectronics Co.Ltd(600460) plans to increase capital to Shilan Jike together with the second phase of large fund
The company plans to jointly contribute 885 million yuan in currency with the second phase of the large fund and subscribe for the newly increased registered capital of Shilan Jike of 827463681 yuan. Of which: the company invested 285 million yuan and subscribed 266471355 yuan of new registered capital; The second phase of the large fund invested 600 million yuan and subscribed a new registered capital of 560992326 yuan. The premium of this capital increase is included in the capital reserve of Shilan Jike. Xiamen semiconductor, the other shareholder of Shilan Jike, waives the preemptive right. After the capital increase, the registered capital of Shilan Jike will increase from 300049000 yuan to 3827953681 yuan. Among them, the company’s shareholding in Shilan Jike increased from 15% to 18.719%; The shareholding ratio of large fund phase II to Shilan Jike increased from 0% to 14.655%. The capital increase price will be used for the technology improvement and production expansion project of 240000 12 inch high voltage integrated circuits and power device chips of Shilan Jike.
▼ focus II:
Huaihe Energy (Group) Co.Ltd(600575) it is planned to absorb and merge Huainan mining, and the trading will resume from the 22nd
The company plans to absorb and merge Huainan mining by issuing shares, convertible corporate bonds (if any) and paying cash to Huaihe holdings, China Cinda, CCB investment, Guohua investment, BOC assets, Jikai group, Shanghai Electric Power Co.Ltd(600021) , CLP Guorui, Huaibei Mining Holdings Co.Ltd(600985) . The listed company is the merging party, and Huainan mining is the merged party. After the completion of this transaction, the listed company, as the surviving company, will inherit and undertake all the assets, liabilities, businesses, personnel and other rights and obligations of Huainan mining. The legal personality of Huainan mining will be cancelled, the shares of the listed company held by Huainan mining will be cancelled, Huaihe Holdings, China Cinda, CCB investment, Guohua investment, Bank of China assets, Jikai group Shanghai Electric Power Co.Ltd(600021) , CLP Guorui and Huaibei Mining Holdings Co.Ltd(600985) will become the shareholders of the listed company after this transaction. This transaction is expected to constitute a major asset restructuring. Before this transaction, the main businesses of the listed company were thermal power generation, power sales, railway transportation and coal trade. After the completion of this transaction, the overall listing of coal, power and natural gas related businesses of Huainan mining will be realized, which is conducive to greatly improving the asset scale and profitability of the listed company and making the listed company a large comprehensive energy group. The trading of the company’s shares will resume from the opening of the market on February 22, 2022.
▼ focus three:
Sichuan Yahua Industrial Group Co.Ltd(002497) the net profit in the first quarter is expected to increase by 1054% – 1438%
The company disclosed the first quarter performance forecast. The company expects to make a profit of 90-120 million yuan in the first quarter of 2022, an increase of 1053.67% – 1438.22% over the same period of last year. During the reporting period, the company’s civil explosive business continued to make progress while maintaining stability, and its performance increased steadily; The demand of lithium industry continues to rise, and the price of lithium salt products continues to rise. The company seizes the opportunity to release production capacity and increase sales. The sales volume of lithium salt products has gradually increased, and the profit of lithium business has increased significantly.
▼ focus four:
Zhejiang Construction Investment Group Co.Ltd(002761) : stock price changes will be suspended for verification from the 22nd
From February 7, 2022 to February 21, 2022, the closing price of the company’s shares increased by 170.88% and the cumulative turnover rate was 278.59% for 11 consecutive trading days. During this period, it touched abnormal fluctuations in stock trading for many times. Due to the recent abnormal fluctuation of the company’s share price, the company will check the abnormal fluctuation of stock trading. Upon the application of the company, the trading of the company’s shares shall be suspended from the opening of the market on February 22, 2022 and resumed after the disclosure of the verification announcement.
▼ focus five:
Yimikang Tech.Group.Co.Ltd(300249) and other companies disclose the business related to “counting East and counting West”
Shenzhen Envicool Technology Co.Ltd(002837) : the announcement on the disclosure of abnormal fluctuations in stock trading said that at present, the A-share market pays high attention to the release of the policy of “counting East and west”, which is a major strategic project of the country in the era of digital economy and has a positive impact on the overall sustainable development of the whole data center industry. The company is committed to providing equipment cooling solutions for cloud computing data center, server room, communication network, power grid, energy storage system, power conversion and other fields. The temperature control and energy-saving products in the computer room are one of the company’s main businesses. Whether the company benefits from the policy or not needs to pay attention to the follow-up implementation of the policy and the market situation.
Yimikang Tech.Group.Co.Ltd(300249) : the announcement on the disclosure of abnormal fluctuations in stock trading said that the company’s current business includes two fields: information and data and environmental protection governance. Among them, the business in the field of information and data will face opportunities and challenges under the national plan to promote the “Eastern data and Western computing” project. However, the impact of this policy on the company’s performance depends on multiple factors such as the promotion and operation of relevant businesses and the ability of cost control. The company is still unable to accurately predict its impact on the company’s operating performance.
Capitalonline Date Service Co.Ltd(300846) : the announcement on the disclosure of abnormal fluctuations in stock trading said that the golden development opportunity brought by the launch of the national strategy “counting East and calculating West” project of digital economy development planning and resource allocation in the digital economy era will be conducive to the future development of the company. The company reminds the majority of investors to understand the company’s business and products, prevent concept speculation, make rational decisions, invest prudently and pay attention to risks
performance selection
The operating revenue of the company is RMB 19.95 billion, with a year-on-year growth of RMB 19.51 billion, with a year-on-year growth of RMB 19.95 billion; The net profit attributable to shareholders of listed companies was 2.15 billion yuan, a year-on-year increase of 200.61%; The basic earnings per share is 4.72 yuan. The 350000 T / a phenol, acetone and isopropanol project of the company was put into operation at the end of October 2020. In this period, the production capacity was released and the prices of some products increased.
Qingdao Gaoce Technology Co.Ltd(688556) : release the performance express. In 2021, the company achieved an operating revenue of 1566596700 yuan, a year-on-year increase of 109.97%; The net profit attributable to the owners of the parent company was 172.6921 million yuan, a year-on-year increase of 193.38%. During the reporting period, the company’s equipment orders increased significantly; The production capacity and shipment volume of diamond line have increased significantly; In the innovative business field, the sales scale of cutting equipment and cutting consumables increased significantly; The capacity of silicon wafer cutting and processing service business is gradually released, becoming a new business growth point of the company.
Nanya New Material Technology Co.Ltd(688519) : disclosed the performance express. In 2021, the company achieved an operating revenue of 4207119600 yuan, a year-on-year increase of 98.39%; The net profit attributable to the owners of the parent company was 397.9378 million yuan, a year-on-year increase of 193.13%. During the reporting period, the company’s electronic information industry continued to maintain a high outlook and strong terminal demand. The company accelerated the release of new production capacity, and the annual sales volume increased significantly compared with the same period of last year.
Shuangliang Eco-Energy Systems Co.Ltd(600481) : release the performance express. In 2021, the company achieved an operating revenue of 3.83 billion yuan, a year-on-year increase of 84.87%; The net profit attributable to shareholders of listed companies was 312 million yuan, a year-on-year increase of 127.24%. The basic earnings per share is 0.1913 yuan. During the reporting period, the company’s energy-saving and water-saving business and photovoltaic equipment (mainly polysilicon reduction furnace) increased rapidly under the promotion of the “double carbon” policy, and large-size monocrystalline silicon products were produced one after another and realized part of the sales revenue.
Guizhou Sanli Pharmaceutical Co.Ltd(603439) : release performance express. In 2021, the company’s operating revenue was 943.8801 million yuan, an increase of 49.77% over the same period of last year; The net profit attributable to the shareholders of the listed company was 152.7072 million yuan, an increase of 62.54% over the same period last year. In 2021, the epidemic situation in China was effectively controlled, the economy recovered, and the market demand for the company’s main products recovered and increased. At the same time, sanlizhongyue, a wholly-owned subsidiary, further improved the sales coverage of the company’s products by providing professional marketing planning and promotion services, which also brought a new round of market demand growth for the company’s products.
Shanghai Sanyou Medical Co.Ltd(688085) : release performance express. In 2021, the company achieved a total operating revenue of 593.3593 million yuan, an increase of 51.97% year-on-year; The net profit attributable to the owners of the parent company was 186373000 yuan, a year-on-year increase of 57.2%. During the reporting period, the income from changes in fair value arising from the company’s foreign investment increased, and the receipt of government subsidies and tax returns increased.
Shanghai Friendess Electronic Technology Corporation Limited(688188) : release the performance express. In 2021, the company achieved an operating revenue of 913.4397 million yuan, an increase of 60.02% over the same period of last year; The net profit attributable to the owners of the parent company was 568162200 yuan, an increase of 53.31% over the same period of last year. During the reporting period, the orders of the company’s main medium power laser processing control system business continued to grow, and the orders of bus system increased significantly. The intelligent cutting head business made a breakthrough, and the operating revenue increased significantly year-on-year.
Shandong Bohui Paper Industry Co.Ltd(600966) : release the performance express. In 2021, the company achieved an operating revenue of 16276123300 yuan, an increase of 16.41% over the same period of last year; The net profit attributable to the shareholders of the listed company was 1705.2193 million yuan, an increase of 104.44% over the same period last year. During the reporting period, under the comprehensive influence of favorable policies such as “plastic ban order” and “waste ban order” and consumption upgrading, the company increased technology research and development, actively developed new products, grasped the needs of customers in different market segments, and paid close attention to green development opportunities. The operating performance of the company in 2021 increased significantly compared with that in 2020.
Wuxi Autowell Technology Co.Ltd(688516) : the performance express was released. In 2021, the company achieved an operating revenue of 2047.934 million yuan, a year-on-year increase of 79.04%; The net profit attributable to the owners of the parent company was 355281400 yuan, a year-on-year increase of 128.69%. In 2021, benefiting from the continuous promotion of the “double carbon” policy, China’s photovoltaic industry continued to maintain a good development momentum, and the demand for the company’s core product ultra-high speed and large-size series welding machine was strong; The installed capacity of power batteries surged, and the demand of downstream customers for lithium battery equipment increased rapidly. The company’s operating income and net profit have increased significantly compared with the previous year
fixed increase & reorganization
Luxshare Precision Industry Co.Ltd(002475) : disclose the plan for non-public offering of shares. This issuance is targeted at no more than 35 specific objects that meet the conditions specified by the CSRC, and the total amount of funds raised is no more than 1.35 billion yuan. After deducting the issuance expenses, it is planned to be used for multiple projects such as the construction of intelligent wearable device product line and technology upgrading, as well as supplementary working capital.
Gepic Energy Development Co.Ltd(000791) : disclose the plan for non-public offering of shares. The issuance targets no more than 35 specific investors who meet the provisions of the CSRC. The total amount of funds to be raised is no more than 120 million yuan. The net amount of funds raised after deducting the issuance expenses will be used for the 200 MW project in Zone C of mahuantan No. 1 wind farm in Yumen City, the 200 MW photovoltaic project in ganhekou, Guazhou, the 300 MW photovoltaic power generation project in Qingtan, Yongchang River Yanchitan 100MW wind farm project in Gaotai County and supplementary working capital.
Ja Solar Technology Co.Ltd(002459) : on February 21, 2022, the issuance Review Committee of China Securities Regulatory Commission reviewed the company’s application for non-public offering of shares. According to the audit results, the company’s application for non-public offering of shares was approved.
Shanghai Feilo Acoustics Co.Ltd(600651) : the company plans to sell 100% equity of Feile investment through public listing and transfer on Shanghai Stock Exchange. The listing transaction condition is that the delisting party shall bear joint and several guarantee liabilities and provide corresponding asset guarantee for all the debts of Feile investment to Shanghai Feilo Acoustics Co.Ltd(600651) and the settlement of bank liabilities of Feile investment. This transaction is expected to constitute a major asset restructuring. Through this transaction, the listed company can spin off the loss lighting business, so as to improve the company’s sustainable operation ability.
Juneyao Airlines Co.Ltd(603885) : on February 21, 2022, the development and Examination Commission of China Securities Regulatory Commission examined the company’s application for non-public offering of shares. According to the audit results, the company’s application for this non-public offering of shares was approved
important matters
Sichuan Development Lomon Co.Ltd(002312) : the company plans to invest 12 billion yuan in Deyang Sichuan Development Lomon Co.Ltd(002312) lithium battery new energy materials project in de’a industrial park with Deyang Sichuan Development Lomon Co.Ltd(002312) new materials Co., Ltd., a wholly-owned subsidiary, as the main body.
Tibet Summit Resources Co.Ltd(600338) : the company plans to sign a supply contract for Lanxiao adsorption equipment with Sunresin New Materials Co.Ltd Xi’An(300487) with a total contract price of 650 million yuan. The company plans to sign a tus BOT contract with tus Qingyuan with a total contract price of 1.6 billion yuan. If the above contract is normally performed, it will effectively promote the development and construction of the 50000 ton lithium carbonate salt lake lithium extraction construction project of Argentina lithium potassium Co., Ltd., which is indirectly controlled by the company, and is expected to have a positive impact on the company’s operating performance in 2022, which is conducive to improving the company’s overall profitability.
The company announced on the same day that in order to realize the development of the 50000 ton lithium carbonate salt lake lithium extraction construction project of Argentina lithium potassium Co., Ltd., which is indirectly controlled by the company, as soon as possible, with a view to producing qualified lithium salt products as soon as possible and seizing market opportunities, the company cooperates with PowerChina international in project mining construction design, procurement and construction (EPC), And signed the framework agreement on mine construction design, procurement and construction (EPC) of 50000 ton lithium carbonate salt lake lithium extraction construction project of Argentina lithium potassium Co., Ltd. The construction investment of the project is about 360 million US dollars. The performance of this agreement is expected to have a positive impact on the company’s operating performance in 2022.
Longi Green Energy Technology Co.Ltd(601012) : it is proposed to change the balance of share allotment raised in 2018 originally used for the construction of Ningxia Leye annual output 3gw single crystal battery project to 1020 million yuan for the construction of Taizhou Leye annual output 4gw single crystal battery project, and the remaining 193902800 yuan will permanently supplement the working capital.
On the same day, the company announced that since xixianle leaf is a wholly-owned subsidiary of longjile leaf, it will increase the capital of longjile leaf with the raised capital of 1195 million yuan, all of which will be included in its capital reserve, and the registered capital of longjile leaf will remain unchanged after the capital increase is completed; Longji Leye will pay the registered capital to xixianleye with the company’s raised capital of 1195 million yuan. After the paid in, the paid in registered capital of xixianleye will increase from 5 million yuan to 120 million yuan, and the registered capital will remain unchanged at 120 million yuan.
Zhejiang Weiming Environment Protection Co.Ltd(603568) : the company plans to invest in a new subsidiary Wudu Zhejiang Weiming Environment Protection Co.Ltd(603568) Energy Co., Ltd., which is responsible for the investment, construction and operation of domestic waste incineration power generation project in Wudu District, Longnan City. The total scale of the project is 900 tons / day and the total investment is 450 million yuan.
Wuxi Huaguang Environment & Energy Group Co.Ltd(600475) : the company plans to invest in a new equipment intelligent manufacturing production base in Meiyu Road, Xinwu District, Wuxi, and plans to build new membrane walls, serpentine pipes, drum header plants, liquid gas stations, hazardous waste warehouses, complex buildings, guard and outdoor roads, turnover sites, plant pipe network systems, greening, fences, gates, etc., as well as relocate and transform the original equipment. According to the construction content and plan of the project, the construction investment is estimated to be 60 million yuan, and the source of funds is the collection compensation allocated by the government.
Jiangxi Changyun Co.Ltd(600561) : on February 18, 2022, the national development and Reform Commission, together with the Ministry of finance, the Ministry of human resources and social security, the Ministry of housing and urban rural development, the Ministry of transport and other departments, issued the notice on several policies on promoting the recovery and development of difficult industries in the service industry. In order to help difficult industries in the service industry tide over difficulties and resume development, ferry, bus and passenger transport will be exempted in 2022 Value added tax on public transport services such as subway, urban light rail, taxi, long-distance passenger transport and shuttle bus. The company’s main business is road passenger transportation and road freight transportation. The implementation of several national policies to promote the recovery and development of difficult industries in the service industry will reduce the company’s value-added tax expenditure, have a positive impact on the company’s operating performance in 2022, and also help the company to purchase new energy vehicles and improve the passenger transport network system such as passenger stations and yards, It helps to enhance the competitiveness of the company’s main business of road passenger transport.
Far East Smarter Energy Co.Ltd(600869) : the company plans to invest in the construction of high-end marine submarine cable equipment industrial base in Rudong Yangkou Port Economic Development Zone, Nantong City, Jiangsu Province, with a total investment of about 3 billion yuan. The project will be implemented in two phases. The first phase plans to build all kinds of photoelectric composite submarine cables and land cables with an annual output of 2000 kilometers; Phase II plans to build 6000 kilometers of various submarine optical cables, 27000 sets of various cable accessories and engineering services.
Yantai Eddie Precision Machinery Co.Ltd(603638) : on February 21, 2022, the development and Examination Commission of the CSRC examined the company’s application for public issuance of convertible bonds. According to the audit results, the company’s application for public issuance of convertible bonds was approved.
China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) : the holding subsidiary QUANNAN Jinghuan has been in a state of loss since 2012, and its continued existence is not conducive to improving the development quality and operating performance of the company’s industrial chain. In view of this, the company plans to dispose of QUANNAN Jinghuan.
Wg Tech (Jiang Xi) Co.Ltd(603773) : the company plans to set up Jiangxi Dehong Display Technology Co., Ltd. to invest in the new mini / micro led substrate production project of glass substrate. The total investment amount of the project is expected to be 165 million yuan. The construction period of the project is about 24 months. After the implementation and completion of the project, the total production capacity of mini / micro led substrate for glass substrate will be 5240000 m2 / y.
Chinalin Securities Co.Ltd(002945) : Recently, the company signed a dolphin stock app purchase agreement with Beijing zitiao Network Technology Co., Ltd., further improving the level of scientific and technological R & D and customer service, and accelerating the implementation of the strategy of scientific and technological financial transformation. In order to better operate dolphin stock app and carry out customer service, the company plans to acquire 100% equity of Beijing Wenxing Online Technology Co., Ltd., the main operator of dolphin stock app, at the price of 20 million yuan, and apply to record it as a professional subsidiary of information technology.
Aba Chemicals Corporation(300261) : according to the announcement on the disclosure of abnormal fluctuations in stock trading, the annual output of 50000 kg parovid API project declared by the company, the annual output of 500 tons of pharmaceutical intermediate carbonic anhydride (3,3-dimethyl-1,2-cyclopropane dimethyl anhydride) declared by the company’s cooperative factory Xiangyang Yuchang Fine Chemical Co., Ltd At present, the company has not decided whether to build the production project of 6,6-dimethyl-3-azabicyclo (3.1.0) hexane, a pharmaceutical intermediate with an annual output of 300 tons. There is still great uncertainty about whether to build it in the end.
Shenzhen Mtc Co.Ltd(002429) : the company received the notice from Nanchang Zhaotou, the controlling shareholder of the company, on February 21, 2022. Nanchang Zhaotou is planning the change of control right. After the transaction is completed, the counterparty will obtain 15% – 25% of the equity of the company. The specific scheme is subject to the relevant agreements signed by all parties. If this transaction is completed, the counterparty will gain control of the company and become the controlling shareholder of the company. The trading of the company’s shares will be suspended from the opening of the market on February 22, 2022, and the suspension is expected to be no more than 2 trading days.
Shenzhen Desay Battery Technology Co.Ltd(000049) : Desai silicon praseodymium, a wholly-owned subsidiary of the company, signed a project investment and construction agreement with the Management Committee of Huizhou Zhongkai high tech Industrial Development Zone on February 21, 2022 to invest in the construction of SIP packaging industry R & D, production, sales and construction projects within the jurisdiction of Huizhou Zhongkai (National) high tech Industrial Development Zone. The total planned investment of the project is about 2.1 billion yuan, of which the total investment in fixed assets is no less than 1.5 billion yuan.
Guangdong Hoshion Aluminium Co.Ltd(002824) : the company plans to sign the project investment agreement with the people’s Government of the three townships of Zhongshan City, Guangdong Province. The company plans to invest in the new energy vehicle production expansion project in the three townships of Zhongshan City, engaged in the R & D and manufacturing of battery structure parts and body structure parts of new energy vehicles, the R & D and manufacturing of integrated technology of new generation battery body, and the promotion service of new energy technology, The investment intensity is 1020 million yuan.
Hangzhou Oxygen Plant Group Co.Ltd(002430) : on February 21, 2022, the 17th working meeting of the 18th Issuance Examination Committee of CSRC in 2022 examined the company’s application for public issuance of convertible corporate bonds. According to the review results of the meeting, the company’s application for public issuance of convertible corporate bonds was approved.
Henan Senyuan Electric Co.Ltd(002358) : on February 21, 2022, the company received a notice from Henan Senyuan Group Co., Ltd. (hereinafter referred to as “the group company”), the controlling shareholder of the company, and learned that the group company had recently received the notice of filing a case issued by the CSRC because the group company was suspected of manipulating the securities market, According to the securities law of the people’s Republic of China, the administrative punishment law of the people’s Republic of China and other laws and regulations, the CSRC decided to file a case
increase / decrease
Quantumctek Co.Ltd(688027) : the shareholders Runfeng investment, Wang genjiu and Wang Fengxian plan to reduce the total number of shares of the company through centralized bidding transaction from March 17, 2022 to September 12, 2022, and the total reduction proportion shall not exceed 1.7250% of the total share capital of the company.
Bank Of Hangzhou Co.Ltd(600926) : the shareholder The Pacific Securities Co.Ltd(601099) life insurance holding 1.99% shares intends to reduce its shares of the company through centralized bidding or block trading within six months after the three trading days from the date of announcement of the reduction plan, with a total of no more than 117850130 shares, that is, no more than 1.99% of the total share capital of the company’s common shares.
China Fortune Land Development Co.Ltd(600340) : relevant financial institutions intend to implement compulsory disposal procedures for the company’s shares held by the controlling shareholder Huaxia holdings. Within 180 days after 15 trading days from the date of disclosure of this announcement, they can handle the default of the underlying securities through centralized bidding. According to relevant laws and regulations, they can dispose (reduce) no more than 78274406 shares (accounting for 2% of the current total share capital of the company).
Huayi Brothers Media Corporation(300027) : Wang Zhongjun, one of the actual controllers of the company who holds 520224062 shares of the company (accounting for 18.75% of the total share capital of the company), plans to reduce the shares of the company by means of centralized bidding trading within six months after 15 trading days from the date of announcement, i.e. no more than 55490118 shares, i.e. no more than 2% of the total share capital of the company. After the implementation of the reduction, the actual controllers of the company are still Wang Zhongjun and Wang Zhonglei, which will not lead to the change of the company’s control.
Sinodaan Co.Ltd(300635) : Wu Junye, the controlling shareholder of the company holding 17038485 shares (accounting for 12.4987% of the total share capital of the company), plans to reduce no more than 2726400 shares (accounting for 2.0000% of the total share capital of the company) by block trading within three months after the three trading days from the announcement date
summary of suspension and resumption
resumption company:
\u3000\u3000 Huaihe Energy (Group) Co.Ltd(600575) (600575)。
Suspended company:
\u3000\u3000 Shenzhen Mtc Co.Ltd(002429) (002429)、 Zhejiang Construction Investment Group Co.Ltd(002761) (002761)。
