On February 27, a number of Listed Companies in Shanghai and Shenzhen issued announcements. The following is a summary of important announcements
major issues
Xinjiang Daqo New Energy Co.Ltd(688303) : sign the sales contract of polysilicon long single crystal
Xinjiang Daqo New Energy Co.Ltd(688303) ( Xinjiang Daqo New Energy Co.Ltd(688303) ) announced that the company recently signed a polysilicon long single crystal sales contract with a customer. From 2022 to 2026, a customer is expected to purchase 30000 tons of Cecep Solar Energy Co.Ltd(000591) grade polysilicon super grade disposable single crystal materials from the company, with an average of 500 tons per month (floating ± 10% of the current month is allowed). Based on the calculation of the average price of 242 yuan / kg temporarily, the total sales amount is expected to be about 7.26 billion yuan (including tax).
Deppon Logistics Co.Ltd(603056) : the controlling shareholder planned major events, and the trading of the company’s shares was suspended from February 28
Deppon Logistics Co.Ltd(603056) ( Deppon Logistics Co.Ltd(603056) ) announced that the controlling shareholder Debang holdings is planning major matters related to the change of equity structure. The trading of the company’s shares has been suspended since February 28, and the suspension is expected to be no more than two trading days.
Sichuan Yahua Industrial Group Co.Ltd(002497) : the subsidiary intends to subscribe for 3.4% shares of aby company in Australia
Sichuan Yahua Industrial Group Co.Ltd(002497) ( Sichuan Yahua Industrial Group Co.Ltd(002497) ) announced that Yahua international, a wholly-owned subsidiary of the company, plans to subscribe for 3.7 million shares of aby company in Australia at the price of a $0.75 per share, accounting for 3.4% of the total share capital of aby company before IPO. On February 27, the two sides signed the investment and share subscription agreement and the purchase and sale agreement. According to the 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.
Shandong Sun Paper Co.Ltd(002078) : it is proposed to invest 20 billion yuan to build the forest pulp paper integration and supporting industrial park project
Shandong Sun Paper Co.Ltd(002078) ( 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
latest performance
Beijing Hotgen Biotech Co.Ltd(688068) : net profit of RMB 2.193 billion in 2021, with a year-on-year increase of 185681%
Beijing Hotgen Biotech Co.Ltd(688068) ( Beijing Hotgen Biotech Co.Ltd(688068) ) disclosed that in the 2021 performance express, the company achieved an operating revenue of 5.372 billion yuan, a year-on-year increase of 946.14%; The net profit attributable to the owners of 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.
Sino Biological Inc(301047) : the net profit in 2021 decreased by 36.15% year-on-year, and it is proposed to transfer 100 yuan from 10 to 9
Sino Biological Inc(301047) ( 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%, including 359 million yuan of non covid-19 virus related business revenue, a year-on-year increase of 41.41%; The net profit attributable to the owners of 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.
Eastroc Beverage (Group) Co.Ltd(605499) : the net profit in 2021 increased by 46.9% year-on-year, and it is proposed to pay 15 yuan in 10
Eastroc Beverage (Group) Co.Ltd(605499) ( 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, an increase of 40.72% year-on-year; The net profit attributable to shareholders of listed companies 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.
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) ( 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.
Shenzhen Everwin Precision Technology Co.Ltd(300115) : net profit loss of RMB 579 million in 2021, year-on-year loss
Shenzhen Everwin Precision Technology Co.Ltd(300115) ( Shenzhen Everwin Precision Technology Co.Ltd(300115) ) disclosed the performance express in 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 loss was 579 million yuan, with a profit of 600 million yuan in the same period last year. During the reporting period, the key products of major customers were in the ramp up period of mass production, and the yield was 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. Affected by the above reasons, the gross profit margin in 2021 decreased by about 10 percentage points year-on-year.
Farasis Energy (Gan Zhou) Co.Ltd(688567) : net profit loss of RMB 974 million in 2021, year-on-year loss expansion
Farasis Energy (Gan Zhou) Co.Ltd(688567) ( Farasis Energy (Gan Zhou) Co.Ltd(688567) ) disclosed the performance express of 2021. During the reporting period, the company achieved an operating revenue of 3.403 billion yuan, a year-on-year increase of 203.97%; The net profit loss was 974 million yuan, expanding year-on-year.
The company’s long-term sales trend of batteries and power products in 2021 is affected by the company’s strategy.
Han’S Laser Technology Industry Group Co.Ltd(002008) 2021 net profit of 2.001 billion yuan, an increase of 104.47%
Han’S Laser Technology Industry Group Co.Ltd(002008) ( 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.
Shan Dong Kexing Bioproducts Co.Ltd(688136) : the net profit in 2021 was 90.21 million yuan, a year-on-year decrease of 35.16%
Shan Dong Kexing Bioproducts Co.Ltd(688136) ( Shan Dong Kexing Bioproducts Co.Ltd(688136) ) disclosed the performance express of 2021. During the reporting period, the company realized an operating revenue of 1.285 billion yuan, an increase of 5.31% year-on-year; The net profit was 902106 million yuan, a year-on-year decrease of 35.16%; The basic earnings per share is 0.45 yuan.
Shengyi Technology Co.Ltd(600183) : net profit of RMB 2.832 billion in 2021, with a year-on-year increase of 68.54%
Shengyi Technology Co.Ltd(600183) ( Shengyi Technology Co.Ltd(600183) ) disclosed the performance express of 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.
Suzhou Jinhong Gas Co.Ltd(688106) : net profit of 166 million yuan in 2021, a year-on-year decrease of 15.65%
Suzhou Jinhong Gas Co.Ltd(688106) ( Suzhou Jinhong Gas Co.Ltd(688106) ) disclosed the performance express of 2021. During the reporting period, the company realized an operating revenue of 1.741 billion yuan, an increase of 40.05% over the same period of the previous year; The net profit attributable to the owners of the parent company was 166 million yuan, a decrease of 15.65% over the same period of last year; The basic earnings per share is 0.34 yuan
other matters
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) ( 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.
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) ( 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 has increased significantly, once exceeding 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.
