focus today
[ Deppon Logistics Co.Ltd(603056) : stock suspension of major events planned by controlling shareholders]
Deppon Logistics Co.Ltd(603056) announced that the company has received a notice from Debang holdings, the controlling shareholder of the company, and Debang holdings is planning major matters related to the change of equity structure. In view of the significant uncertainty in this matter, in order to ensure fair information disclosure, safeguard the interests of investors and avoid abnormal fluctuations in the company’s share price, the trading of the company’s shares will be suspended from February 28, 2022 upon the application of the company, and the suspension is expected to be no more than two trading days. Xiaocaizhu: as of Friday’s closing, the Deppon Logistics Co.Ltd(603056) share price rose by the limit, with a cumulative increase of 19.55% in the last three trading days.
[ Xinjiang Daqo New Energy Co.Ltd(688303) : sign a long single sales contract of Cecep Solar Energy Co.Ltd(000591) grade polysilicon of RMB 7.26 billion]
Xinjiang Daqo New Energy Co.Ltd(688303) announcement: from 2022 to 2026, a customer is expected to purchase 30000 tons of Cecep Solar Energy Co.Ltd(000591) grade polycrystalline silicon super grade wash free single crystal materials from the company, and it is expected to purchase 500 tons per month on average (floating within ± 10% of the current month is allowed). Assuming that the price quotation of Cecep Solar Energy Co.Ltd(000591) grade polycrystalline silicon in China newly released by the silicon branch of China Nonferrous Metals Industry Association on the latest day (i.e. February 23, 2022), and temporarily calculated at the average price of 242 yuan / kg, the total sales amount is expected to be about 7.26 billion yuan (including tax).
[ Sichuan Yahua Industrial Group Co.Ltd(002497) : subscribe for 3.4% equity of aby company in Australia and sign the purchase and sales agreement]
Sichuan Yahua Industrial Group Co.Ltd(002497) announced that Yahua international subscribed 3.7 million shares of aby company at a price of $0.75 per share, totaling $2.775 million, accounting for 3.4% of the total share capital of aby company before IPO. On February 27, 2022, both parties signed the investment and share subscription agreement and the off take and sale agreement. Aby company provides no less than 120000 tons of lithium concentrate every 12 monthly contract years. If aby company has excess lithium concentrate in the future, both parties can provide additional lithium concentrate for Yahua international under the conditions agreed in writing.
[ Sino Biological Inc(301047) : the net profit in 2021 decreased by 36.15% year on year, and it is proposed to transfer RMB 100 from 10 to 9]
Sino Biological Inc(301047) disclosed the annual report of 2021. During the reporting period, the company achieved an operating revenue of 965 million yuan, a year-on-year decrease of 39.53%; The net profit attributable to the parent company was 720 million yuan, a year-on-year decrease of 36.15%; The basic earnings per share is 127061 yuan. The company will distribute cash dividends of 100 yuan (including tax) to all shareholders for every 10 shares and increase 9 shares for every 10 shares to all shareholders with capital reserve.
[ Henan Liliang Diamond Co.Ltd(301071) : the net profit in 2021 increased by 228.17% year on year, and it is proposed to transfer 10 yuan to 10 yuan]
Henan Liliang Diamond Co.Ltd(301071) disclosed the annual report of 2021. During the reporting period, the company achieved an operating revenue of 498 million yuan, a year-on-year increase of 103.50%; The net profit was 240 million yuan, a year-on-year increase of 228.17%; The basic earnings per share is 4.88 yuan. The company plans to distribute a cash dividend of 10.00 yuan (including tax) to all shareholders for every 10 shares, and increase 10 shares for every 10 shares to all shareholders with capital reserve.
[ Eastroc Beverage (Group) Co.Ltd(605499) : net profit of 1.193 billion yuan in 2021, proposed to allocate 15 yuan out of 10]
Eastroc Beverage (Group) Co.Ltd(605499) disclosed the annual report of 2021. During the reporting period, the company’s operating revenue was 6.978 billion yuan, a year-on-year increase of 40.72%; The net profit attributable to the parent company was 1.193 billion yuan, a year-on-year increase of 46.90%; The basic earnings per share is 3.112 yuan. The company plans to pay 15 yuan (including tax) for every 10 shares to all shareholders.
[ Shandong Sun Paper Co.Ltd(002078) : proposed 20 billion yuan investment in Forest Pulp paper integration and supporting industrial park project]
Shandong Sun Paper Co.Ltd(002078) announced that the company signed the strategic cooperation framework agreement with Nanning Municipal People’s Government of Guangxi Zhuang Autonomous Region on February 26, agreeing that Shandong Sun Paper Co.Ltd(002078) will invest in the construction of “Forest Pulp paper integration and supporting industrial park project with an annual output of 5.25 million tons” in Nanning, with a total investment of about 20 billion yuan.
[ Beijing Hotgen Biotech Co.Ltd(688068) performance express: net profit of RMB 2.193 billion in 2021, with a year-on-year increase of 185681%]
Beijing Hotgen Biotech Co.Ltd(688068) disclosed that in the 2021 performance express, the company achieved an operating revenue of 5.372 billion yuan, an increase of 946.14% year-on-year; The net profit attributable to the parent company was 2.193 billion yuan, a year-on-year increase of 185681%; The basic earnings per share is 35.26 yuan. The main reason for the growth is the continuous development of foreign epidemic in 2021. The self testing products of New Coronavirus developed by the company have been registered and filed by self testing agencies in Germany and the European Union, and are applied quickly to the local epidemic demand, which has resulted in the huge increase in foreign trade orders.
[ Ningbo Ronbay New Energy Technology Co.Ltd(688005) : signing strategic cooperation agreement with Gem Co.Ltd(002340) ]
Ningbo Ronbay New Energy Technology Co.Ltd(688005) announced that the company and Gem Co.Ltd(002340) recently signed a strategic cooperation agreement. The company plans to invest 18% of the equity or shares of power regeneration held by Gem Co.Ltd(002340) in the form of equity participation, and one director of the board of directors of power regeneration is appointed by Ningbo Ronbay New Energy Technology Co.Ltd(688005) nominee; No less than 26% of the materials and products produced by power regeneration (calculated by the proportion of metal quality in the final product) shall be supplied at the fair price Ningbo Ronbay New Energy Technology Co.Ltd(688005) Gem Co.Ltd(002340) affiliated companies will transfer 8% of their shares in Indonesia qingmeibang to Ningbo Ronbay New Energy Technology Co.Ltd(688005) . After the completion of the investment, Ningbo Ronbay New Energy Technology Co.Ltd(688005) and its related parties hold 8% of the shares of qingmeibang, Indonesia. The company expects to purchase no less than 300000 tons of precursors from Gem Co.Ltd(002340) and the specific supply quantity and price shall be subject to the purchase and sales order separately signed by both parties.
[two connected boards Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) : the impact of oil price changes on the performance of oil service companies has a transmission process]
Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) disclosed the announcement of stock trading changes. Recently, affected by the Russian Ukrainian war and other factors, the international oil price increased significantly and once exceeded US $100 / barrel.
The oil service industry in which the company is located belongs to the upstream of the oil and gas industry chain. The impact of the change of oil price on the performance of oil service companies has a transmission process. The capital expenditure of oil and gas companies is the key influencing factor, and generally follows the transmission path of “change of oil price – change of performance of oil and gas companies – change of capital expenditure of oil and gas companies – change of orders of oil service companies – change of performance of oil service companies”. In general, the transmission speed of the impact of oil price decline on the performance of oil service enterprises is faster than that of oil price rise. In the case of oil price rise, the increase of capital expenditure of oil and gas companies generally lags behind for 1-2 years.
[ Farasis Energy (Gan Zhou) Co.Ltd(688567) performance express: loss of 974 million yuan in 2021]
Farasis Energy (Gan Zhou) Co.Ltd(688567) released the performance express, with a loss of 974 million yuan in 2021 and 331 million yuan in the same period of last year; The prices of raw materials of the company’s main products rose sharply, and the material cost increased. Due to the lag in price adjustment, the product price failed to rise in time with the rising trend of power battery material price during the year.
[ Fujian Longking Co.Ltd(600388) : it is proposed to raise no more than 823 million yuan and introduce Zijin Mining Group Company Limited(601899) as war investment]
Fujian Longking Co.Ltd(600388) disclosed the plan for non-public offering of shares. The total amount of funds raised in this offering does not exceed 823 million yuan. After deducting the issuance expenses, it is intended to be used to supplement working capital and repay the company’s debts Zijin Mining Group Company Limited(601899) will subscribe for all the shares of this non-public offering in cash. Meanwhile, the company and Zijin Mining Group Company Limited(601899) signed a strategic cooperation agreement. The two sides intend to cooperate in the fields of energy conservation, environmental protection and new energy.
[ Shenzhen Everwin Precision Technology Co.Ltd(300115) performance express: loss of RMB 579 million in 2021]
Shenzhen Everwin Precision Technology Co.Ltd(300115) released the performance express of 2021. During the reporting period, the company achieved a total operating revenue of 11.047 billion yuan, a year-on-year increase of 12.74%; The net profit attributable to the parent company lost 579 million yuan, compared with 600 million yuan in the same period last year; The basic earnings per share is -0.48 yuan. During the reporting period, the R & D investment of strategic products of major customers further increased, and the layout and R & D investment of new energy components increased,. The key products of main customers are in the climbing period of mass production, and the yield is low; Some production and manufacturing bases are affected by the epidemic, the shortage of customer chips, and some new energy product lines are in the early stage of production. The capacity utilization rate is not as expected and the production cost is rising; The prices of the company’s main raw materials such as copper and aluminum have increased significantly, which is difficult to digest in the short term; The change of exchange rate and the rise of labor cost have a certain impact on the gross profit margin. At the end of the period, some inventories are impaired due to the above reasons, and the impairment provision is withdrawn.
Investment & signing
[ Henan Shuanghui Investment & Development Co.Ltd(000895) : proposed to build a modern food industrial park in Luohe City]
Henan Shuanghui Investment & Development Co.Ltd(000895) announced that the company plans to invest in the construction of modern food industrial park in Luohe City, Henan Province, and signed the investment agreement with Luohe Municipal People’s Government in Luohe City, Henan Province on February 26. The project is constructed by stages, and the investment in fixed assets of the first phase of the project is expected to be 3.5 billion yuan.
equity change
[ Tibet Summit Resources Co.Ltd(600338) : 42 million shares of the company held by the controlling shareholder will be auctioned by judicial disposal]
Tibet Summit Resources Co.Ltd(600338) announced that the shares to be auctioned in this judicial disposal are 42 million shares of the company’s tradable shares without sale conditions held by the controlling shareholder of the company, Tacheng international, accounting for 4.59% of the total share capital of the company and 14.64% of the shares held by Tacheng international. If the auction is successful, the controlling shareholder and actual controller of the company will not change.
operation & performance
[ Xinjiang Communications Construction Group Co.Ltd(002941) performance express: net profit in 2021 increased by 117.74% year on year]
Xinjiang Communications Construction Group Co.Ltd(002941) released the annual performance express of 2021, and the company achieved a total operating revenue of 11.618 billion yuan, a year-on-year increase of 62.73%; The net profit attributable to the parent company was 250 million yuan, a year-on-year increase of 117.74%; The basic earnings per share is 0.39 yuan. During the reporting period, in 2021, the minluo project, jinga’a project, s21’a’wu project, jiangnao railway project and other key projects had a large scale, and the revenue and profit increased significantly compared with the same period of last year.
[ Han’S Laser Technology Industry Group Co.Ltd(002008) performance express: net profit of RMB 2.001 billion in 2021, with a year-on-year increase of 104.47%]
Han’S Laser Technology Industry Group Co.Ltd(002008) disclosed the performance express in 2021. During the reporting period, the company achieved a total operating revenue of 16.317 billion yuan, a year-on-year increase of 36.63%; The net profit was 2.001 billion yuan, a year-on-year increase of 104.47%; The basic earnings per share is 1.9 yuan. In 2021, the company’s main businesses were carried out in an orderly manner, the demand for equipment in downstream consumer electronics, high-power laser processing and other fields was strong, and the product orders maintained a stable growth compared with the previous year. Business orders and shipments of special equipment for PCB industry, special equipment for new energy power battery industry, miniled special equipment and LED packaging equipment increased significantly over the previous year.
[ Shengyi Technology Co.Ltd(600183) performance express: net profit of RMB 2.832 billion in 2021, with a year-on-year increase of 68.54%]
Shengyi Technology Co.Ltd(600183) disclosed the performance express in 2021. During the reporting period, the company achieved an operating revenue of 20.274 billion yuan, a year-on-year increase of 38.04%; The net profit was 2.832 billion yuan, a year-on-year increase of 68.54%; The basic earnings per share is 1.23 yuan. In 2021, the market demand for copper clad laminates was strong. With the continuous rise and high price of raw materials, the company made corresponding adjustments to keep up with the pace of the industry, and the turnover increased accordingly.
[ Guangdong Lyric Robot Automation Co.Ltd(688499) performance express: net profit of RMB 215 million in 2021, with a year-on-year increase of 53.42%]
Guangdong Lyric Robot Automation Co.Ltd(688499) performance disclosure 2021 performance express, during the reporting period, the company achieved a total operating revenue of 2.331 billion yuan, a year-on-year increase of 63.04%; The net profit was 215 million yuan, a year-on-year increase of 53.42%; The basic earnings per share is 2.78 yuan. Ningde New Energy Technology Co., Ltd., the world’s leading lithium battery enterprise, actively expanded new market applications and increased demand for equipment such as cell detection and cell assembly. The relevant production line equipment provided by the company for its new production capacity was verified by mass production in 2021, and the sales revenue increased greatly in 2021.
[ Mango Excellent Media Co.Ltd(300413) performance express: net profit of RMB 2.114 billion in 2021, with a year-on-year increase of 6.63%]
Mango Excellent Media Co.Ltd(300413) disclosed the performance express in 2021. During the reporting period, the company achieved a total operating revenue of 15.353 billion yuan, a year-on-year increase of 9.62%; The net profit attributable to the parent company was 2.114 billion yuan, a year-on-year increase of 6.63%; The basic earnings per share is 1.17 yuan. During the reporting period, the company’s core business mango TV Internet video business (advertising + member + operator business) maintained steady growth.
[ Yanker Shop Food Co.Ltd(002847) performance express: net profit in 2021 decreased by 37.89% year on year]
Yanker Shop Food Co.Ltd(002847) released the performance express of 2021. During the reporting period, the company achieved an operating revenue of 2.282 billion yuan, a year-on-year increase of 16.47%; The net profit attributable to the parent company was 150 million yuan, a year-on-year decrease of 37.89%; The basic earnings per share is 1.21 yuan. 2021 is the year of transformation and upgrading of the company. In the second quarter, the short-term performance was affected by the superposition of many factors such as transformation cost investment and raw material price rise. However, the company responded in a timely and reasonable manner. After reassessment and optimization and adjustment in July 8, the company controlled and maintained a more reasonable cost investment in the third and fourth quarters, and carried out structural optimization of sales products, sales channels and sales regions simultaneously.
others
[ Muyuan Foods Co.Ltd(002714) : signing a comprehensive strategic cooperation agreement with Agricultural Bank Of China Limited(601288) Henan Branch]
Muyuan Foods Co.Ltd(002714) announced that it signed a comprehensive strategic cooperation agreement with Agricultural Bank Of China Limited(601288) Henan branch to cooperate in financing business services, industrial chain financial services, settlement and cash management services.
