Wuxi Shangji Automation Co.Ltd(603185) it is proposed to invest RMB 11.8 billion in the project of 150000 tons of high-purity industrial silicon and 100000 tons of high-purity crystalline silicon; China International Marine Containers (Group) Co.Ltd(000039) it is planned to plan the spin off and listing of CIMC world Lianda, a holding subsidiary; The performance of semiconductor companies such as Ningbo Ronbay New Energy Technology Co.Ltd(688005) increased significantly; Jiangsu Chengxing Phosph-Chemical Co.Ltd(600078) stock price change suspension verification
today’s highlights
▼ focus one:
Wuxi Shangji Automation Co.Ltd(603185) it is proposed to invest 11.8 billion yuan in the construction of 150000 tons of high-purity industrial silicon and 100000 tons of high-purity crystalline silicon projects
The company plans to invest in the production of 150000 tons of high-purity industrial silicon and 100000 tons of high-purity crystalline silicon. Among them, high-purity crystalline silicon is the raw material for the company to produce monocrystalline silicon, and high-purity industrial silicon is the raw material for the production of high-purity crystalline silicon. The total investment of the project is expected to be 11.8 billion yuan, and the investment of phase I project is expected to be 6 billion yuan. The whole project is divided into two phases. The design capacity of the first phase is 80000 tons of high-purity industrial silicon project and 50000 tons of high-purity crystalline silicon project. The second phase of the project will be promoted according to the market situation.
▼ focus II:
China International Marine Containers (Group) Co.Ltd(000039) it is planned to plan the spin off and listing of CIMC world Lianda, a holding subsidiary
The company held a meeting of the board of directors on February 24, 2022, deliberated and agreed that the company planned to spin off its holding subsidiary, CIMC world Lianda logistics technology (Group) Co., Ltd., to issue RMB ordinary shares (A shares) in China for the first time and list them on the Shenzhen Stock exchange, and authorized the company and the management of CIMC world Lianda to start the preliminary preparations for the spin off and listing of CIMC world Lianda. The spin off and listing will not cause the company to lose control of CIMC world Lianda.
▼ focus three:
The performance of semiconductor companies such as Ningbo Ronbay New Energy Technology Co.Ltd(688005) increased significantly
Ningbo Ronbay New Energy Technology Co.Ltd(688005) : release the performance express. In 2021, the company achieved an operating revenue of 10.464 billion yuan, a year-on-year increase of 175.75%; The net profit attributable to the owners of the parent company was 911 million yuan, a year-on-year increase of 327.75%. The basic earnings per share is 2.04 yuan. During the reporting period, the downstream market demand was strong, the new capacity of the company was accelerated, and the sales volume of core products ncm811, ni90 and above high nickel, ultra-high nickel series and NCA products doubled; With the increase of selling price, the operating revenue has increased significantly; At the same time, the company has signed major strategic agreements with upstream and downstream partners to cooperate with upstream companies such as Zhejiang Huayou Cobalt Co.Ltd(603799) to accelerate the layout of upstream resources such as precursors and low-cost metal raw materials; Strategic supply agreements have been signed with Contemporary Amperex Technology Co.Limited(300750) , Farasis Energy (Gan Zhou) Co.Ltd(688567) and other customers, which is expected to have a positive impact on the company’s operating performance in 2022.
Amlogic (Shanghai) Co.Ltd(688099) : the performance express was released. In 2021, the company achieved a revenue of about 4.778 billion yuan, a year-on-year increase of 74.50%; The net profit attributable to the parent company was about 814 million yuan, a year-on-year increase of 608.49%. The basic earnings per share is 1.98 yuan. The net profit attributable to the parent company in the four quarters of the year was 89 million yuan, 160 million yuan, 252 million yuan and 313 million yuan respectively, of which the net profit in a single quarter in the fourth quarter exceeded 300 million yuan. During the reporting period, the company’s shipments of intelligent set-top box chips and AI audio and video system terminal chips increased rapidly; The company accelerates the introduction of new products, such as chips applied to on-board infotainment systems, Siasun Robot&Automation Co.Ltd(300024) and other scenes. Meanwhile, the shipment of WiFi Bluetooth chips increased significantly and began to contribute to the operating revenue. The annual chip shipments exceeded 150 million.
Dongwei semi Guide: released the performance express. In 2021, the company achieved an operating revenue of 78.20918 million yuan, a year-on-year increase of 153.28%; The net profit attributable to the owners of the parent company was 146.4773 million yuan, a year-on-year increase of 429.12%; The basic earnings per share is 2.90 yuan. During the reporting period, the company’s main products include high-voltage super junction MOSFET, medium and low-voltage shielded gate MOSFET, super silicon MOSFET and IGBT products, which are widely used in new energy vehicle charging pile, communication power supply, photovoltaic inverter, new energy vehicle on-board charger, data center server power supply, fast charger and other fields.
Jilin Sino-Microelectronics Co.Ltd(600360) : release the performance express. In 2021, the company achieved a total operating revenue of 2210055200 yuan, a year-on-year increase of 28.60%; The net profit attributable to the owners of the parent company was 110.1256 million yuan, a year-on-year increase of 222.17%. The basic earnings per share is 0.11 yuan. During the reporting period, the company’s customer orders increased, the sales revenue increased, the gross profit increased, and the net profit attributable to the shareholders of the listed company increased compared with the same period of the previous year.
performance selection
Novogene Co.Ltd(688315) : release the performance express. In 2021, the company achieved a total operating revenue of 1867.0462 million yuan, a year-on-year increase of 25.30%; The net profit attributable to the owners of the parent company was 224987100 yuan, a year-on-year increase of 515.74%. The basic earnings per share is 0.58 yuan.
Jiangsu Cnano Technology Co.Ltd(688116) : the performance express was released. In 2021, the company achieved an operating revenue of 136.45196 million yuan, a year-on-year increase of 189.13%; The net profit attributable to the owners of the parent company was 298.7591 million yuan, a year-on-year increase of 178.56%. The basic earnings per share is 1.29 yuan.
Beijing Inhand Networks Technology Co.Ltd(688080) : the performance express was released. In 2021, the company achieved an operating revenue of 449.455 million yuan, a year-on-year increase of 44.61%; The net profit attributable to the owners of the parent company was 101.8794 million yuan, a year-on-year increase of 152.06%. The basic earnings per share is 1.94 yuan.
Leader Harmonious Drive Systems Co.Ltd(688017) : release the performance express. In 2021, the company achieved an operating revenue of 443.24 million yuan, a year-on-year increase of 104.72%; The net profit attributable to the owners of the parent company was 191.49 million yuan, a year-on-year increase of 133.38%. The basic earnings per share is 1.5902 yuan.
Guizhou Aviation Technical Development Co.Ltd(688239) : the performance express was released. In 2021, the company achieved an operating revenue of 959781100 yuan, a year-on-year increase of 43.11%; The net profit attributable to the owners of the parent company was 138940800 yuan, a year-on-year increase of 91.13%. The basic earnings per share is 1.13 yuan.
Jilin Oled Material Tech Co.Ltd(688378) : the performance express was released. In 2021, the company achieved an operating revenue of 405946400 yuan, a year-on-year increase of 43.17%; The net profit attributable to the owners of the parent company was 136.0592 million yuan, a year-on-year increase of 89.19%; The basic earnings per share is 1.86 yuan.
Ningbo Shenglong Automotive Powertrain System Co.Ltd(603178) : the performance express was released. In 2021, the operating revenue was 1495957334.60 yuan, a year-on-year increase of 22.43%; The net profit attributable to the owners of the parent company was 101076030.98 yuan, a year-on-year increase of 81.78%.
Dehua Tb New Decoration Material Co.Ltd(002043) : disclosure of performance express. In 2021, the company achieved a total operating income of 9503261460.19 yuan, a year-on-year increase of 46.98%; The net profit attributable to the shareholders of the listed company was 716117262.13 yuan, a year-on-year increase of 77.82%; The basic earnings per share is 0.99 yuan.
China National Gold Group Gold Jewellery Co.Ltd(600916) : release the performance express. In 2021, the company achieved an operating revenue of 50757963900 yuan, a year-on-year increase of 50.23%; The net profit attributable to the shareholders of the listed company was 800.6511 million yuan, a year-on-year increase of 60.08%. The basic earnings per share is 0.49 yuan.
Guangdong Huate Gas Co.Ltd(688268) : released the performance express. In 2021, the company achieved an operating revenue of 1347223100 yuan, a year-on-year increase of 34.78%; The net profit attributable to the owners of the parent company was 128.0385 million yuan, a year-on-year increase of 20.26%.
Zhejiang Supor Co.Ltd(002032) : disclosure of performance express. In 2021, the company achieved a total operating income of 21585331407.47 yuan, a year-on-year increase of 16.07%; The net profit attributable to the shareholders of the listed company was 1943943608.94 yuan, a year-on-year increase of 5.29%; The basic earnings per share is 2.396 yuan.
Guangdong Tapai Group Co.Ltd(002233) : disclosure of performance express. In 2021, the company achieved a total operating revenue of 7713401719.68 yuan, a year-on-year increase of 9.46%; The net profit attributable to the shareholders of the listed company was 1836345855.98 yuan, a year-on-year increase of 3.04%; The basic earnings per share is 1.5651 yuan.
Chongqing Fuling Zhacai Group Co.Ltd(002507) : disclosure of performance express. In 2021, the company achieved a total operating income of 2518647389.14 yuan, a year-on-year increase of 10.82%; The net profit attributable to the shareholders of the listed company was 741938457.29 yuan, a year-on-year decrease of 4.53%; The basic earnings per share is 0.87 yuan.
fixed increase & restructuring
Nanfang Zhongjin Environment Co.Ltd(300145) : the company originally planned to issue shares to purchase 100% equity of Wuxi Industrial waste safety disposal Co., Ltd. and 100% equity of Wuxi solid waste environmental protection disposal Co., Ltd. Given that the issue of shares to purchase assets and related party transactions has taken a long time since the preparation, and the market environment has changed greatly compared with the beginning of the reorganization planning, the company believes that there is a great risk of uncertainty in continuing to promote the reorganization at this stage. After careful study and friendly negotiation with all parties to the transaction, the board of directors agreed that the company would terminate the reorganization and apply to Shenzhen stock exchange for withdrawal of the application documents related to the reorganization.
important matters
Sunwoda Electronic Co.Ltd(300207) : Shenzhen xinzhiwang, a subsidiary of the company, and the Management Committee of Ningxiang Economic and Technological Development Zone intend to sign the contract for the project of xinzhiwang intelligent hardware comprehensive production base to be settled in the national Ningxiang Economic and Technological Development Zone. The investment of the project is mainly used to produce smart acoustics, smart home, smart security, smart wear and other categories. The products produced include but are not limited to TWS headphones, smart speakers, smart locks, floor sweeping Siasun Robot&Automation Co.Ltd(300024) and other related products. The total investment of the project is planned to be 2 billion yuan, which is divided into two phases, of which the total investment of phase I is 500 million yuan.
Trs Information Technology Co.Ltd(300229) : the company and Bluefocus Intelligent Communications Group Co.Ltd(300058) signed the strategic cooperation framework agreement on February 24, 2022. The two sides will rely on the company’s core technology and data accumulation in the field of semantic intelligence, have accumulated business experience in virtual anchor, intelligent Q & a Siasun Robot&Automation Co.Ltd(300024) , intelligent creation, and Bluefocus Intelligent Communications Group Co.Ltd(300058) business foundation in the field of virtual and mixed reality space marketing and digital virtual human, Vigorously promote the relevant business development of both sides in the field of meta universe, create a digital virtual human with independent “soul”, expand the market space of both sides, improve the economic benefits of both sides, and realize the sustainable development of complementary advantages, mutual benefit and win-win results.
Hubei Radio & Television Information Network Co.Ltd(000665) : the company and Beijing Anhui Sinonet & Xinlong Science & Technology Co.Ltd(002298) Technology Co., Ltd. signed the strategic cooperation framework agreement on February 24, 2022. The two sides will carry out in-depth cooperation in the field of big data and cloud computing, and invest, build and operate various cloud services of national cultural big data central China platform, Hubei Radio & Television Information Network Co.Ltd(000665) cloud platform and industrial cloud platform; Based on the complementarity of the businesses of both sides, we will also share resources in network resources, market resources, system solutions, implementation and delivery, and become priority partners for each other.
Anhui Zhongding Sealing Parts Co.Ltd(000887) : AMK (Anhui) automotive electric drive Co., Ltd., a Chinese subsidiary of AMK, a subsidiary of the company, recently received a notice from customers that the company has become a batch supplier of air supply unit assembly products of air suspension system of an independent brand head enterprise in China (limited to confidentiality agreement and its name cannot be disclosed). The life cycle of the project is 5 years, and the total amount of the life cycle is about 340 million yuan.
Changbai Mountain Tourism Co.Ltd(603099) : from February 25, 2022, Changbai Mountain Tourism Co.Ltd(603099) the mountain gate function of the North scenic spot will be moved down to the tourist distribution center of the North Scenic Spot, and the ticket checking channel will no longer be reserved at the Mountain Gate of the North scenic spot. The passenger transport pricing of the line from the tourist distribution center in chibei district to the gate area of the North Scenic Spot adopts the method of market adjustment. The downward movement of the mountain gate has greatly expanded the original operation business of the line. At present, the company has recorded 89% of the vehicles of the line, which will have a positive impact on the company’s revenue.
Jiangsu Chengxing Phosph-Chemical Co.Ltd(600078) : in view of the recent large fluctuation of the company’s share price, which deviates from the company’s fundamentals, in order to safeguard the interests of investors, the company checks the fluctuation of stock trading. The trading of the company’s shares has been suspended since the opening of the market on February 25, 2022, and resumed after the disclosure of the verification announcement.
increase or decrease
Healthcare Co.Ltd(603313) : on February 24, 2022, Cui Huiming, vice president of the company, increased 22700 shares of the company by means of centralized bidding transaction, accounting for 0.0047% of the total shares of the company. Cui Huiming plans to increase the company’s shares by no less than 1 million yuan and no more than 2 million yuan (including the increased amount of 318645 yuan this time). The implementation time of the shareholding increase plan is from February 24, 2022 to February 23, 2023.
Ucloud Technology Co.Ltd(688158) : junlianboheng plans to reduce the shares of the company by no more than 22650000 shares, that is, no more than 5% of the total share capital of the company. Chongyuan Youyun plans to reduce the shares of the company by no more than 13592850 shares, that is, no more than 3% of the total share capital of the company.
Beijing Roborock Technology Co.Ltd(688169) : Stone Age plans to reduce its shares of the company by no more than 2.55% of the total share capital of the company; Jinmi plans to reduce its shares of the company by no more than 2% of the total share capital of the company; Dingdi plans to reduce its shares of the company by no more than 1.5% of the total share capital of the company; Gao Rong plans to reduce the company’s shares by no more than 2.5% of the company’s total share capital; Qiming plans to reduce the shares of the company by no more than 2% of the total share capital of the company; Wan Yunpeng, the company’s director and deputy general manager, plans to reduce the company’s shares by no more than 0.2% of the company’s total share capital; Wang Xuan, the company’s chief financial officer, plans to reduce the company’s shares by no more than 0.001% of the company’s total share capital; Sun Jia, the director and Secretary of the board of directors of the company, plans to reduce the shares of the company by no more than 0.001% of the total share capital of the company.
The company issued a performance express on the same day. In 2021, the net profit attributable to the owner of the parent company was 1402269400 yuan, a year-on-year increase of 2.40%.
summary of suspension and resumption
resumption company:
\u3000\u3000 Yinyi Co.Ltd(000981) (000981)。
Suspended company:
\u3000\u3000 Jiangsu Chengxing Phosph-Chemical Co.Ltd(600078) (600078)。
