[information summary]
the CSRC solicited public opinions on the guiding opinions on improving the supervision of listed companies after delisting
The CSRC drafted the guiding opinions on improving the supervision of listed companies after delisting, and now solicits opinions from the public. In accordance with the principle of “smooth connection, appropriate supervision, risk prevention and joint force”, the guiding opinions optimize and improve the blocking points and risk points existing in the current practice, and promote the formation of a set of institutional arrangements in line with the functional positioning of the delisting sector and suitable for the characteristics of delisting companies. It mainly includes: first, strengthen the connection of delisting procedures, smooth the exit mechanism of the exchange, improve the undertaking arrangement of host securities companies, simplify the right confirmation registration procedure, optimize the listing process of delisting sector, and promote delisting companies to enter the delisting sector smoothly; Second, optimize the continuous supervision system of delisted companies, reasonably set information disclosure and corporate governance requirements based on the actual situation of delisted companies, establish differentiated supervision mechanisms, and improve the accuracy and adaptability of supervision; Third, improve the risk prevention mechanism, strengthen the management of investors’ appropriateness, guide enterprises that do not have the ability of sustainable operation to exit the market through market-oriented ways, and promote the convergence and gradual liquidation of risks; Fourth, improve the supervision system of delisting companies, build a clear, coordinated and efficient supervision mechanism, strengthen the division of labor, cooperation and overall coordination of all parties, and form an effective joint supervision force.
the fund manager said that
On February 24, Liu Xiao, fund manager of Guohai Franklin fund, predicted that some integrated companies may appear in the middle reaches of the photovoltaic industry. The first blow is silicon chip, battery chip and component enterprises, and the gross profit margin may usher in repair; The second hit is the growth of volume, which is probably faster than last year.
the national stock transfer company, the Beijing stock exchange, the Shanghai and Shenzhen Stock Exchange and China Clearing publicly solicited opinions on the implementation measures for delisting
The national stock transfer Corporation, the Beijing stock exchange, the Shanghai and Shenzhen Stock Exchange and China Clearing Corporation publicly solicited opinions on the implementation measures for delisting. The implementation measures include six parts: general provisions, exit arrangements of the exchange, confirmation and registration procedures of delisted companies’ shares, listing and transfer of shares, self-discipline management and supplementary provisions. The main contents include: first, the listing requirements of delisted companies have been greatly simplified. The second is the institutionalization of the undertaking mechanism of the host securities companies. Third, optimize the registration procedure of stock confirmation. Fourth, clarify the main institutional arrangements after listing. Fifth, match the appropriate investor threshold.
the number of investors in the securities market has exceeded the 200 million mark
According to China Clearing, the number of investors has been growing since it exceeded 150 million in March 2019, reaching 200.087 million by February 25, 2022.
Shenzhen Stock Exchange: this week focused on monitoring the recent abnormal increase of ” Zhengzhou Sino-Crystal Diamond Co.Ltd(300064) ”
According to the Shenzhen Stock Exchange, from February 21 to February 25, the Shenzhen Stock Exchange adopted self-discipline and supervision measures for 55 abnormal securities transactions, involving abnormal transactions such as intraday lifting and suppression and false declaration; Focus on monitoring ” Zhengzhou Sino-Crystal Diamond Co.Ltd(300064) ” with abnormal recent increase; A total of three major events of listed companies were verified and reported to the CSRC for clues of one suspected case of violation of laws and regulations.
Quzhou Wuzhou Special Paper Co.Ltd(605007) : the price of grasin paper increased by 500 yuan / ton on February 15 and 500 yuan / ton at the beginning of March
Quzhou Wuzhou Special Paper Co.Ltd(605007) said during the institutional research that the price of grasin paper increased by 500 yuan / ton on February 15 and 500 yuan / ton at the beginning of March; The price of food cardboard increased by 300 yuan / ton from March 1. The construction of Jiangxi base was completed in 2021. There are four lines in the base. This year is the year of capacity release, including 500000 tons of food cards. It is expected that the capacity utilization rate of 70% in 2022 will be 350000 tons. At present, the production and sales are smooth. There is a strong demand for grasin paper and food cards, both in China and internationally.
national development and Reform Commission: further improve the coal production, supply, storage and marketing system to ensure reasonable and abundant coal production capacity
The national development and Reform Commission issued a notice on further improving the coal market price formation mechanism, further improving the coal production, supply, storage and marketing system, ensuring a reasonable and sufficient coal production capacity, improving the medium and long-term coal contract system, further enhancing the government’s adjustable coal storage capacity, improving the reserve regulation mechanism, timely collection, storage and delivery, and promoting the operation of coal prices in a reasonable range. Enhance the supporting capacity of railway coal collection, distribution and transportation. Establish and improve the coal demand side response mechanism and reasonably regulate coal consumption when necessary.
source: Byd Company Limited(002594) choose Baidu as its intelligent driving supplier
On February 25, the reporter learned from the source that Byd Company Limited(002594) chose Baidu as its intelligent driving supplier. Baidu provides Byd Company Limited(002594) with ANP intelligent driving products and man-machine driving map Integrating Transportation and parking. It is reported that Baidu Zhijia team has entered the site in advance to cooperate with Byd Company Limited(002594) for development, and will soon realize the mass production of cooperative models.
[new stock dynamics]
China Securities Regulatory Commission: two enterprises launched the first meeting on March 3
The CSRC announced that Jiangsu Huachen Transformer Co., Ltd. and Shenzhen times Decoration Co., Ltd. started the first meeting on March 3.
[institutional perspective]
Galaxy Securities said that since the high point on December 15, 2021, the Shanghai stock index and gem index have fallen by 6.82% and 20.39%, and the valuation has been adjusted back to the median level of the past 10 years. The trading congestion of the high boom track has improved significantly, and the market has reflected a certain margin of safety. However, the tense situation in Russia and Ukraine, the imminent interest rate hike by the Federal Reserve, and the continuous fermentation of external risks may continue to curb the rebound of market sentiment. Compared with the low-level inflation and low-cost financial environment, China needs to pay attention to the low-level inflation and low-cost financial allocation, which will gradually support the low-level inflation and low-cost financial environment. However, compared with the low-level inflation and low-cost financial environment, it will be unfavorable to the recovery of China’s economy. The main line of the industry is still to focus on the areas that benefit from the national long-term strategic support or the support of short-term stable growth policies.
Guosheng Securities pointed out that the major indexes rebounded immediately after reaching a low point before the Lantern Festival. The Shanghai index repeatedly tried to fall near 3500 points. The gem index hit the 20 day moving average on Thursday and was also suppressed. On the whole, the market remained relatively low and fluctuated. The escalation of peripheral geopolitical conflicts has led to the setback of global risky assets. For A-Shares alone, Thursday’s adjustment is not a fundamental problem. This event may make the market’s short-term sentiment cautious, but it also reflects a certain resilience compared with the global market. From the historical experience of the resumption of trading, the upgrading of overseas geopolitical risks will affect China’s stock market in the short term, but the medium-term sustainability is generally not strong. It is suggested to pay attention to large infrastructure sectors related to the main line of steady growth, track repair opportunities such as photovoltaic and semiconductor, as well as short-term active concepts of precious metals, military industry and Eastern digital Western computing.
Pay attention to position control before the situation becomes clear. All external forces will be gradually absorbed by the market and integrated into the medium and long-term operation rhythm of the market itself.
[announcement selection]
Baiji Shenzhou performance express: net loss of 9.748 billion yuan in 2021
Baiji Shenzhou (688235) disclosed its performance express on February 25. The company’s operating revenue was 7.589 billion yuan, an increase of 257.9% over the previous year; In 2021, the net loss was 9.748 billion yuan, compared with 11.384 billion yuan in the same period of last year. The basic earnings per share is -8.08 yuan.
Dongxin performance express: net profit in 2021 increased by 1240.81% year-on-year
Dongxin (688110) released its performance express on February 25. The operating revenue in 2021 was 1.139 billion yuan, a year-on-year increase of 45.28%; The net profit attributable to the parent company was 262 million yuan, a year-on-year increase of 1240.81%; The basic earnings per share is 0.77 yuan. In 2021, the global semiconductor industry continues to recover, the overall prosperity of the industry is high, and the market demand corresponding to the company’s products is strong. With the continuous enrichment of the company’s product line and the gradual completion of the customer introduction period, the products are gradually in large quantities, the sales scale is gradually expanded, and the scale effect is gradually apparent. Among them, the growth of communication, industry and other fields is particularly obvious.
Bloomage Biotechnology Corporation Limited(688363) performance express: net profit in 2021 increased by 21.13% year-on-year
Bloomage Biotechnology Corporation Limited(688363) (688363) released the performance express on February 25. The operating revenue in 2021 was 4.948 billion yuan, a year-on-year increase of 87.93%; The net profit attributable to the parent company was 782 million yuan, a year-on-year increase of 21.13%; The basic earnings per share is 1.63 yuan. During the reporting period, the company steadily promoted the “four-wheel drive” business layout, the raw material business and medical terminal business grew steadily, the functional skin care business continued to maintain rapid growth, and the functional food business got a good start.
Ningbo Energy Group Co.Ltd(600982) : we are currently negotiating with Fenghua district government on the pumped storage project
Ningbo Energy Group Co.Ltd(600982) (600982) the announcement of changes was issued on February 25. According to the company’s self-examination, the company is currently conducting preliminary negotiations with the people’s Government of Fenghua District, Ningbo and Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) Group East China survey, design and Research Institute Co., Ltd. on the cooperation of pumped storage projects in Fenghua area. The contents of the tripartite negotiations are not legally binding, and there are major uncertainties in the implementation of the project.
Cansino Biologics Inc(688185) performance express: year-on-year profit of 1.914 billion yuan in 2021
Cansino Biologics Inc(688185) – U (688185) released the performance express on February 25. The operating revenue in 2021 was 4.300 billion yuan, a year-on-year increase of 17174.54%; The net profit attributable to the parent company was 1.914 billion yuan, reversing losses year-on-year; The basic earnings per share is 7.74 yuan. The growth is mainly due to the restructuring of the New Coronavirus vaccine (type 5 adenovirus vector) (trade name: Ke Sha), which has been granted conditional listing approval and emergency use authorization in many countries in the world. The commercialization of the product has a positive impact on the company’s total revenue and related profit indicators.
Jingke energy performance express: the net profit in 2021 was 1.123 billion yuan, with a year-on-year increase of 7.82%
Jingke energy (688223) released a performance express on February 25. The operating revenue in 2021 was 40.480 billion yuan, a year-on-year increase of 20.26%; The net profit attributable to the parent company was 1.123 billion yuan, a year-on-year increase of 7.82%; The basic earnings per share is 0.14 yuan. During the reporting period, relying on the advantages of industry-leading global layout and continuous technological innovation, the company realized the steady growth of component shipments and the further increase of the proportion of large-size products, resulting in the steady growth of operating revenue and operating profit.
Bgi Genomics Co.Ltd(300676) performance express: covid-19 business market competition intensifies, and the net profit in 2021 decreases by 31% year-on-year
Bgi Genomics Co.Ltd(300676) (300676) disclosed the performance express of 2021 on February 25. During the reporting period, the company is expected to realize an operating revenue of 6.701 billion yuan, a decrease of 20.20% over the same period of last year; The net profit was 1.431 billion yuan, a decrease of 31.55% over the same period last year. During the reporting period, the company’s performance decreased compared with that in 2020, mainly due to the intensification of covid-19 business market competition, the decline of global covid-19 nucleic acid reagent and detection unit price, and the change of epidemic prevention strategy in some countries and regions. The company took the initiative to strategically adjust covid-19 related product structure and supply chain strategy, The profits related to covid-19 have decreased compared with the higher base in 2020.
Aba Chemicals Corporation(300261) performance express: net profit in 2021 increased by 12.13% year-on-year
Aba Chemicals Corporation(300261) (300261) released the performance express on February 25. The operating revenue in 2021 was 2.085 billion yuan, a year-on-year increase of 4.09%; The net profit attributable to the parent company was 181 million yuan, a year-on-year increase of 12.13%; The basic earnings per share is 0.1891 yuan.
Wanhua Chemical Group Co.Ltd(600309) : the listing price of pure MDI in China increased in March
Wanhua Chemical Group Co.Ltd(600309) (600309) announced on February 25 that since March 2022, Wanhua Chemical Group Co.Ltd(600309) China’s aggregate MDI listing price is 22800 yuan / ton (no change compared with February); The listing price of pure MDI is 26800 yuan / ton (3000 yuan / ton higher than the price in February).
National Silicon Industry Group Co.Ltd(688126) fixed increase result: the second phase of the large fund was allocated about 1.5 billion yuan
National Silicon Industry Group Co.Ltd(688126) (688126) disclosed the fixed increase results. The total amount raised was about 5 billion yuan, of which the second phase of the large fund was allocated about 1.5 billion yuan.
China Evergrande: signing cooperation agreements with Everbright trust and Minmetals trust
China Evergrande announced that on February 25, the Group signed a cooperation agreement with Everbright trust and Minmetals trust on the sale of the group’s relevant equity in four projects to them. The trust institution will take over the operation and management of the project company, invest funds in the project company to ensure the subsequent development and construction of the project and guarantee the delivery of the building, and the group has the right to repurchase equity. Through this cooperation with trust institutions, the group can recover part of the early-stage investment of the project of about RMB 1.95 billion and resolve the debt involved in the project of about RMB 7.01 billion. The recovered investment has a positive impact on the guaranteed delivery and debt resolution of other projects of the group.
Shanghai Medicilon Inc(688202) performance express: net profit in 2021 increased by 117.93% year-on-year
Shanghai Medicilon Inc(688202) (688202) released the performance express on February 25. The operating revenue in 2021 was 1.167 billion yuan, a year-on-year increase of 75.27%; The net profit attributable to the parent company was 282 million yuan, a year-on-year increase of 117.93%; The basic earnings per share is 4.55 yuan. During the reporting period, benefiting from the increasing encouragement of national policies for the pharmaceutical industry and the continuous improvement of pharmaceutical enterprises’ investment in innovative drug R & D, while optimizing the business structure, the company firmly grasped the development opportunity of preclinical cro market, and the customer development ability and order acceptance ability were improved simultaneously.
Shandong Nanshan Aluminium Co.Ltd(600219) performance express: net profit in 2021 increased by 66.18% year-on-year
Shandong Nanshan Aluminium Co.Ltd(600219) (600219) released the performance express on February 25. The operating revenue in 2021 was 28.725 billion yuan, a year-on-year increase of 28.82%; The net profit attributable to the parent company was 3.406 billion yuan, a year-on-year increase of 66.18%; The basic earnings per share is 0.28 yuan. Thanks to the strong market demand brought by the downstream industry, the production and sales of the company’s automobile sector products were booming in 2021, with a significant increase over the same period last year, the sales volume exceeded 110000 tons, and the overall profit increased significantly. With the significant increase in the production and sales of automobile sectors, the company further consolidated its position as a leading enterprise in China’s automobile sectors.
Zhejiang Orient Gene Biotech Co.Ltd(688298) performance express: the net profit in 2021 was 4.777 billion yuan, with a year-on-year increase of 184.8%
Zhejiang Orient Gene Biotech Co.Ltd(688298) (688298) released the performance express on February 25. The operating revenue in 2021 was 10.032 billion yuan, a year-on-year increase of 207.22%; The net profit attributable to the parent company was 4.777 billion yuan, a year-on-year increase of 184.80%; The basic earnings per share is 39.81 yuan. In 2021, New Coronavirus rapid detection reagent (including family self testing) continued to be put into the epidemic prevention business. The sales performance of the products in the European market continued to increase significantly, and the routine diagnostic reagents and diagnostic instruments business maintained steady development, which contributed to a substantial increase in operating performance in 2021.
Asahi biological performance express: the net profit in 2021 was 739 million yuan, with a year-on-year increase of 13.82%
An Xu Biology (688075) released its performance express on February 25. The operating revenue in 2021 was 1.589 billion yuan, a year-on-year increase of 32.47%; The net profit attributable to the parent company was 739 million yuan, a year-on-year increase of 13.82%; The basic earnings per share is 15.62 yuan. During the reporting period, the company’s high-quality covid-19 testing product quality was recognized by the market and customers, the operating revenue and net profit increased rapidly, and the sales scale continued to expand.
Guangyuyuan Chinese Herbal Medicine Co.Ltd(600771) : the holding subsidiary was temporarily suspended due to the impact of the epidemic
Guangyuyuan Chinese Herbal Medicine Co.Ltd(600771) (600771) announced on February 25 that Shanxi Guangyuyuan Chinese Herbal Medicine Co.Ltd(600771) , the core holding subsidiary of the company, is located in Taigu District, Jinzhong City, Shanxi Province. Due to the local epidemic recently, it was temporarily suspended in accordance with the emergency notice on epidemic prevention and control of commercial (industrial) enterprises in the whole region issued by the Bureau of industry and information technology of Taigu District, Jinzhong City. The temporary shutdown has a serious impact on the normal production and operation of Shanxi Guangyuyuan Chinese Herbal Medicine Co.Ltd(600771) , which will delay the completion of production plan and finished product delivery on schedule, and have a certain impact on market supply.
Shanghai International Airport Co.Ltd(600009) performance express: the loss in 2021 was 1.711 billion yuan, and the year-on-year loss expanded
Shanghai International Airport Co.Ltd(600009) (600009) released the performance express on February 25. The operating revenue in 2021 was 3.728 billion yuan, a year-on-year decrease of 13.38%; The net profit attributable to the parent company was 1.711 billion yuan, and the net profit attributable to the parent company was 1.267 billion yuan in the same period of last year; The basic earnings per share is -0.89 yuan. The company’s business development and customer operation are greatly impacted by the continuous impact of the epidemic, and the operation continues to be under pressure.
