[hot spot]
Ningbo Construction Co.Ltd(601789) : the premium rate of convertible bonds to shares is 38.37%, which is high
Ningbo Construction Co.Ltd(601789) (601789) issued a change announcement on February 23. As of today, the price of “ningjian convertible bonds” is 242.43 yuan per share, much higher than the nominal value of 100 yuan per share. According to institutional data, the premium rate of the company’s convertible bonds is 146.27% and 38.37% respectively. Since February 7, the company’s convertible bonds have fluctuated greatly in the short term, with an increase of 104.01%.
Vtron Group Co.Ltd(002308) : the company has not joined the “Eastern digital Western Computing Alliance”
Vtron Group Co.Ltd(002308) (002308) announced the change of share price on February 23. Recently, there are market rumors that the company has joined the “Eastern digital Western Computing Alliance”. After verification, the company has not joined at present. Whether the company will benefit from the policy in the future also needs to pay attention to the follow-up implementation of the policy and the market situation.
Zhejiang Dun’An Artificial Environment Co.Ltd(002011) : Gree Electric Appliances Inc.Of Zhuhai(000651) received the decision not to prohibit the antitrust review of business concentration from the State Administration of market supervision
Zhejiang Dun’An Artificial Environment Co.Ltd(002011) (002011) announced on February 23 that Gree Electric Appliances Inc.Of Zhuhai(000651) received the decision on non prohibition of antitrust review of business concentration from the State Administration of market supervision. After examination, it is hereby decided that the case of Gree Electric Appliances Inc.Of Zhuhai(000651) acquisition of Zhejiang Dun’An Artificial Environment Co.Ltd(002011) equity received by the State Administration of market supervision shall not be prohibited.
[performance]
Jiangsu Sopo Chemical Co.Ltd(600746) performance express: the net profit in 2021 was 2.412 billion yuan, with a year-on-year increase of 942.75%
Jiangsu Sopo Chemical Co.Ltd(600746) (600746) released the performance express on February 23. The operating revenue in 2021 was 8.005 billion yuan, a year-on-year increase of 110.91%; The net profit attributable to the parent company was 2.412 billion yuan, a year-on-year increase of 942.75%; The basic earnings per share is 2.12 yuan. The prices of the company’s main products increased significantly year-on-year, and the operating revenue increased significantly, which exceeded the increase of costs and period expenses.
Shanghai Bright Power Semiconductor Co.Ltd(688368) : the net profit in 2021 increased by 883.72% year-on-year, and it is proposed to pay 40 yuan
Shanghai Bright Power Semiconductor Co.Ltd(688368) (688368) disclosed the annual report on February 23. The company achieved an operating revenue of 2.302 billion yuan in 2021, a year-on-year increase of 108.75%; The net profit attributable to the parent company was 677 million yuan, a year-on-year increase of 883.72%; The basic earnings per share is 10.95 yuan. The company plans to distribute a cash dividend of 40 yuan (including tax) for every 10 shares.
China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) performance express: the net profit in 2021 was 10.372 billion yuan, a year-on-year decrease of 15.35%
China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) (001979) released the performance express on February 23. The operating revenue in 2021 was 160.643 billion yuan, a year-on-year increase of 23.93%; The net profit attributable to the parent company was 10.372 billion yuan, a year-on-year decrease of 15.35%; The basic earnings per share is 1.16 yuan. The company’s provision for asset impairment of inventories, investment properties and long-term equity investments and provision for credit impairment of receivables of major risk categories totaled 4.372 billion yuan.
Aohua endoscopy performance express: net profit in 2021 increased by 211.34% year-on-year
Aohua endoscopy (688212) released its performance express on February 23. The operating revenue in 2021 was 347 million yuan, a year-on-year increase of 31.82%; The net profit attributable to the parent company was 57.6257 million yuan, a year-on-year increase of 211.34%; The basic earnings per share is 0.56 yuan. During the reporting period, the company continued to strengthen the market promotion of products and the improvement of product strength, and obtained more clinical recognition. Among them, the sales of aq200 products continued to increase, making the company’s operating performance achieve restorative growth.
Shaanxi Coal Industry Company Limited(601225) performance express: net profit in 2021 increased by 40.83% year-on-year
Shaanxi Coal Industry Company Limited(601225) (601225) released the performance express on February 23. The operating revenue in 2021 was 152.401 billion yuan, a year-on-year increase of 60.32%; The net profit attributable to the parent company was 20.936 billion yuan, a year-on-year increase of 40.83%; The basic earnings per share is 2.16 yuan. China’s economic recovery has accelerated, the coal market demand is strong, and the price of the company’s main coal products has increased significantly year-on-year; The company scientifically organized coal production, focused on strengthening internal management, actively implemented stable growth and ensuring supply, further released high-quality coal production capacity and steadily increased output.
Beijing Yuanliu Hongyuan Electronic Technology Co.Ltd(603267) performance express: the net profit in 2021 was 827 million yuan, with a year-on-year increase of 70.08%
Beijing Yuanliu Hongyuan Electronic Technology Co.Ltd(603267) (603267) released the performance express on February 23. The operating revenue in 2021 was 2.403 billion yuan, a year-on-year increase of 41.36%; The net profit attributable to the parent company was 827 million yuan, a year-on-year increase of 70.08%; The basic earnings per share is 3.57 yuan. The performance growth is mainly due to the rapid growth of the company’s operating revenue from self-produced business and agency business in 2021 and the basic stability of the gross profit margin.
Beijing Bdstar Navigation Co.Ltd(002151) performance express: net profit in 2021 increased by 38.54% year-on-year
Beijing Bdstar Navigation Co.Ltd(002151) (002151) released the performance express on February 23. The operating revenue in 2021 was 3.847 billion yuan, a year-on-year increase of 6.15%; The net profit attributable to the parent company was 203 million yuan, a year-on-year increase of 38.54%; The basic earnings per share is 0.40 yuan. During the reporting period, the UAV, smart agricultural machinery, surveying and mapping, Internet of things and other markets grew rapidly, and there was a strong demand for positioning chips. The company seized the market opportunity of “lack of core” and actively guaranteed supply. During the reporting period, the chip and board business achieved rapid growth.
Juxin technology performance express: net profit in 2021 increased by 248.54% year-on-year
Juxin Technology (688049) released a performance express on February 23. The operating revenue in 2021 was 526 million yuan, a year-on-year increase of 28.23%; The net profit attributable to the parent company was 83.9566 million yuan, a year-on-year increase of 248.54%; The basic earnings per share is 0.89 yuan. During the reporting period, the operating revenue of the company’s Bluetooth speaker SOC chip maintained a continuous growth, and the operating revenue of the company’s Bluetooth headset SOC chip increased by 92.85% over the same period of the previous year; The company’s overall gross profit margin increased compared with the same period due to the upgrading and iteration of some products, the increase of product unit price and the increase of unit price of some products.
Advanced Micro-Fabrication Equipment Inc.China(688012) performance express: the net profit in 2021 increased by 105.49% year-on-year
Advanced Micro-Fabrication Equipment Inc.China(688012) (688012) released the performance express on February 23. The operating revenue in 2021 was 3.108 billion yuan, a year-on-year increase of 36.72%; The net profit attributable to the parent company was 1.011 billion yuan, a year-on-year increase of 105.49%; The basic earnings per share is 1.76 yuan.
Benefiting from the development of semiconductor equipment market and the competitive advantages of the company’s products, the revenue of etching equipment in 2021 was 2.004 billion yuan, an increase of about 55.44% compared with 2020, and the gross profit margin reached 44.31%.
Wens Foodstuff Group Co.Ltd(300498) performance express: the net profit in 2021 was a loss of 13.337 billion yuan
Wens Foodstuff Group Co.Ltd(300498) (300498) disclosed the performance express of 2021 on February 23. During the reporting period, the company achieved a total operating revenue of 64.963 billion yuan, a year-on-year decrease of 13.31%, and the net profit attributable to shareholders of listed companies was -13.337 billion yuan, with a profit of 7.426 billion yuan in the same period of last year.
China Resources Microelectronics Limited(688396) performance express: net profit in 2021 increased by 129.46% year-on-year
China Resources Microelectronics Limited(688396) (688396) released the performance express on February 23. The operating revenue in 2021 was 9.228 billion yuan, a year-on-year increase of 32.26%; The net profit attributable to the parent company was 2.211 billion yuan, a year-on-year increase of 129.46%; The basic earnings per share is 1.72 yuan. In 2021, the company gave full play to the advantages of IDM model, carried out structural optimization of products, businesses and customers, increased product sales prices, strengthened core technology R & D capacity, received full orders, high overall capacity utilization, and the overall performance was significantly better than that in the same period last year.
Kede Numerical Control Co.Ltd(688305) performance express: net profit in 2021 increased by 106.81% year-on-year
Kede Numerical Control Co.Ltd(688305) (688305) released the performance express on February 23. The operating revenue in 2021 was 254 million yuan, a year-on-year increase of 27.99%; The net profit attributable to the parent company was 72.8669 million yuan, a year-on-year increase of 106.81%; The basic earnings per share is 0.94 yuan.
Jiangsu Expressway Company Limited(600377) performance express: net profit in 2021 increased by 71.19% year-on-year
Jiangsu Expressway Company Limited(600377) (600377) released the performance express on February 23. The operating revenue in 2021 was 12.728 billion yuan, a year-on-year increase of 58.46%; The net profit attributable to the parent company was 4.218 billion yuan, a year-on-year increase of 71.19%; The basic earnings per share is 0.84 yuan. During the reporting period, the toll revenue increased significantly due to the strong recovery of road and Bridge toll business; The delivery scale of real estate projects of subsidiaries was larger than that of the same period of last year, and the sales revenue carried forward increased accordingly.
Beijing United Information Technology Co.Ltd(603613) performance express: net profit of RMB 574 million in 2021, with a year-on-year increase of 88.59%
Beijing United Information Technology Co.Ltd(603613) (603613) released the performance express on February 23. The operating revenue in 2021 was 37.348 billion yuan, a year-on-year increase of 117.67%; The net profit attributable to the parent company was 574 million yuan, a year-on-year increase of 88.59%; The basic earnings per share is 1.67 yuan. During the reporting period, the company’s online commodity trading revenue increased, and the trading volume of its Duoduo e-commerce platforms increased rapidly, thus realizing the rapid growth of operating revenue. The total operating revenue increased year-on-year and the profitability improved year-on-year.
Shanghai Holystar Information Technology Co.Ltd(688330) performance express: net profit in 2021 increased by 29.88% year-on-year
Shanghai Holystar Information Technology Co.Ltd(688330) (688330) released the performance express on February 23. The operating revenue in 2021 was 1.132 billion yuan, a year-on-year increase of 24.60%; The net profit attributable to the parent company was 413 million yuan, a year-on-year increase of 29.88%; The basic earnings per share is 4.13 yuan. The sales of the company’s main product intelligent distribution network equipment – intelligent column switch (primary and secondary integration intelligent column switch) continued to improve. While steadily promoting the expansion of the original market, the company accelerated the expansion of other markets, and the company’s business scale and operating performance maintained a high growth.
Guangzhou Zhujiang Brewery Co.Ltd(002461) performance express: the net profit in 2021 was 612 million yuan, with a year-on-year increase of 7.42%
Guangzhou Zhujiang Brewery Co.Ltd(002461) (002461) released the performance express on February 23. The operating revenue in 2021 was 4.538 billion yuan, a year-on-year increase of 6.79%; The net profit attributable to the parent company was 612 million yuan, a year-on-year increase of 7.42%; The basic earnings per share is 0.28 yuan. In 2021, the company achieved a beer sales volume of 1276300 tons, with a year-on-year increase of 6.41%.
[increase / decrease]
Eging Photovoltaic Technology Co.Ltd(600537) : shareholders and persons acting in concert intend to reduce their shares by no more than 6.98%
Eging Photovoltaic Technology Co.Ltd(600537) (600537) announced on February 23 that the shareholder Xun Jianhua and his concerted actors Xun Jianping and Yao Zhizhong planned to reduce their holdings of no more than 6.98% of the company’s shares.
Wuhan Ddmc Culture & Sports Co.Ltd(600136) : the shareholder Tianfeng Ruiyuan plans to reduce its shares by no more than 2.58%
Wuhan Ddmc Culture & Sports Co.Ltd(600136) (600136) announced on February 23 that the shareholder Tianfeng Ruiyuan plans to reduce the shares of the company by no more than 2.58%.
Anhui Xinli Finance Co.Ltd(600318) : Anhui Conch Cement Company Limited(600585) cumulative reduction of 1% of the company’s shares
Anhui Xinli Finance Co.Ltd(600318) (600318) announced on February 23 that as of February 23, Anhui Conch Cement Company Limited(600585) had reduced its holdings of 5127200 shares of the company through centralized bidding transactions, accounting for 1% of the total share capital of the company. Up to now, the reduction plan has been implemented.
Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) : upon the expiration of the reduction plan of controlling shareholders, they plan to continue to reduce their shares by no more than 6%
Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) (300459) announced on February 23 that as of the disclosure date of the announcement, Jinke holdings, the controlling shareholder of the company, and Zhu Zhigang, the person acting in concert, had transferred 108 million shares, accounting for 3.08% of the total share capital of the company, by means of block trading and centralized bidding. The implementation period of the share transfer plan has expired. Jinke holdings and its persons acting in concert Zhu Zhigang, Zhu Yangtu and Cai Haitao plan to transfer no more than 211 million shares to the outside world through block trading, centralized bidding trading and other means within six months after three trading days from the date of announcement disclosure, accounting for 6% of the total share capital of the company.
[Contract winning]
Shanghai Nar Industrial Co.Ltd(002825) : sign strategic cooperation agreement with Lingang group
Shanghai Nar Industrial Co.Ltd(002825) (002825) announced on February 23 that the company signed the strategic cooperation agreement with Shanghai Lingang Holdings Co.Ltd(600848) economic development (Group) Co., Ltd. (hereinafter referred to as “Lingang group”) in Pudong New Area, Shanghai on February 22. The company will land its core parts projects in the field of hydrogen energy, key equipment projects in the field of hydrogen energy, hydrogen energy industry research institute and other projects in the Lingang group Park, with an initial investment of 300 million yuan in the first phase; In addition, the company will set up a hydrogen energy industry investment fund in Lingang group Park, with a phase I scale of 200 million yuan.
East China Engineering Science And Technology Co.Ltd(002140) : sign a contract for methanol comprehensive utilization project of 1.698 billion yuan
East China Engineering Science And Technology Co.Ltd(002140) (002140) announced on February 23. On February 23, the company officially signed the announcement of EPC contract of carbon Xin Technology methanol comprehensive utilization project excluding ethanol combined unit with Anhui carbon Xin Technology Co., Ltd. The subject matter of the contract is that the company, as the contractor, is responsible for the engineering design, procurement, construction, single machine commissioning, mechanical completion and all work before the intermediate handover of the unit of the above methanol comprehensive utilization project except the ethanol combined unit; The total contract price including tax is 1.698 billion yuan, and the intermediate handover time of the device is October 18, 2023.
Navinfo Co.Ltd(002405) : 4D Europe, a Dutch subsidiary, received a Nomination Letter from Volkswagen for data enhancement and compilation services
Navinfo Co.Ltd(002405) (002405) announced on February 23 that recently, the Dutch subsidiary Navinfo Co.Ltd(002405) (Europe) Co., Ltd. of the company received a Nomination Letter from cariad se, a wholly-owned subsidiary of Volkswagen Group.
From 2024 to 2030, 4D Europe will provide Volkswagen with a new standardized information and entertainment platform, one Infotainment provides data enhancement and compilation services for the Volkswagen global market (except Chinese mainland).
Cts International Logistics Corporation Limited(603128) : sign strategic cooperation framework agreement with China Post Express Logistics
Cts International Logistics Corporation Limited(603128) (603128) announced on February 23 that recently, the company and China Post Express Logistics signed the strategic cooperation framework agreement between China Post Express Logistics Co., Ltd. and Cts International Logistics Corporation Limited(603128) . The two sides complement each other in the field of air transport resources, Cts International Logistics Corporation Limited(603128) and China Post Express Logistics jointly give play to their professional marketing ability and reduce international transportation costs.
Wuxi Huaguang Environment & Energy Group Co.Ltd(600475) : the subsidiary signed 166 million yuan distributed photovoltaic power generation project
Wuxi Huaguang Environment & Energy Group Co.Ltd(600475) (600475) announced on February 23 that the subsidiary signed the 52mwp distributed photovoltaic power generation project of Geely Ronghe Xi’an base, with a contract amount of 166 million yuan.
Shanghai Sanyou Medical Co.Ltd(688085) : obtain the general agency right of artificial bonglos products in China
Shanghai Sanyou Medical Co.Ltd(688085) (688085) it was announced on February 23 that the company signed the distribution agreement with great bear Weiye on February 22. According to the agreement, great bear Weiye, as the registered agent and designated importer of artificial bone banggute / bonros in China, authorized the company to be the general agent of artificial bone banggute / bonros products in China (excluding Hong Kong, Macao and Taiwan), The authorization period is from the date of signing the agreement to December 31, 2026. Banggute / bonglos is suitable for filling various bone defects.
[major investment]
Shanxi Antai Group Co.Ltd(600408) : it is proposed to invest 700 million yuan in the construction of 1.2 million T / a green building materials small and medium-sized H-section steel project
Shanxi Antai Group Co.Ltd(600408) (600408) announced on February 23 that Aetna section steel, a wholly-owned subsidiary, plans to invest in a new 1.2 million T / a small and medium-sized H-section steel production line for green building materials, with a total investment of about 700 million yuan and a construction period of 13 months.
Shanghai Baolong Automotive Corporation(603197) : it is proposed to acquire 55.74% equity of Longgan technology with RMB 173 million
Shanghai Baolong Automotive Corporation(603197) (603197) announced on February 23 that it plans to acquire 55.74% of the equity of Shanghai Longgan Automobile Technology Co., Ltd. in cash, with a transaction consideration of 173 million yuan.
[M & A]
Chase Science Co.Ltd(300941) : termination of planning for major asset restructuring
Chase Science Co.Ltd(300941) (300941) announced on February 23 that the company believed that the current base price of the public transfer of the subject equity exceeded the price range acceptable to the company, and the purpose of the reorganization was difficult to achieve. After careful study, the company decided to terminate the transaction. The company originally planned to participate in the public transfer auction of 60% equity of Beijing Jiewen Technology Co., Ltd. held by Aisino Corporation(600271) by paying cash.
[refinancing]
Ningbo Yunsheng Co.Ltd(600366) : it is proposed to raise no more than 1.08 billion yuan for the intelligent manufacturing project of 15000 tons of rare earth permanent magnet materials per year
Ningbo Yunsheng Co.Ltd(600366) (600366) announced on February 23 that it is planned to raise no more than 1.08 billion yuan for the intelligent manufacturing project of 15000 tons of high-performance rare earth permanent magnet materials of Baotou Yunsheng Technology Development Co., Ltd.
Qianhe Condiment And Food Co.Ltd(603027) : it is proposed to raise an additional 500 million yuan to 800 million yuan for the intelligent manufacturing project of condiments
Qianhe Condiment And Food Co.Ltd(603027) (603027) disclosed the plan for non-public offering of A-Shares on February 23. The total amount of funds raised this time is no less than 500 million yuan and no more than 800 million yuan. After deducting the issuance expenses, all the funds raised will be used for the “intelligent manufacturing project of seasoning with an annual output of 600000 tons”. The issuing object is Wu Chaoqun, the controlling shareholder and actual controller of the company.
[equity change]
Zoneco Group Co.Ltd(002069) : 15.46% of the shares of the controlling shareholder will be auctioned by the judiciary
Zoneco Group Co.Ltd(002069) (002069) announced on February 23 that 110 million shares of the company (accounting for 15.4631% of the total share capital of the company) held by the controlling shareholder Changhai County Zoneco Group Co.Ltd(002069) Investment Development Center will be publicly auctioned on the online judicial auction platform of Beijing property exchange from 10:00 on March 25 to 10:00 on March 26. Such an auction transaction will lead to changes in the controlling shareholders and actual controllers of the company.
[Others]
Xinjiang Tianrun Dairy Co.Ltd(600419) : the shares to be repurchased shall not exceed 72 million yuan
Xinjiang Tianrun Dairy Co.Ltd(600419) (600419) announced on February 23 that the shares to be repurchased will be used for employee stock ownership plan or equity incentive. The number of repurchased shares will not be less than 3.2 million shares and not more than 4.8 million shares, the repurchase price will not exceed 15 yuan / share, and the total repurchase fund is expected to not exceed 72 million yuan.
