[focus today]
Lecron Industrial Development Group Co.Ltd(300343) : Hua’an new material was officially incorporated into Contemporary Amperex Technology Co.Limited(300750) supply chain system
Lecron Industrial Development Group Co.Ltd(300343) ( Lecron Industrial Development Group Co.Ltd(300343) ) on March 2, the progress of the cooperation framework agreement with Contemporary Amperex Technology Co.Limited(300750) was disclosed: Huaan new material, a subsidiary of the company, recently passed the Contemporary Amperex Technology Co.Limited(300750) supplier access audit, and Huaan new material was officially incorporated into Contemporary Amperex Technology Co.Limited(300750) supply chain system, mainly providing lithium battery grade PVDF products for Contemporary Amperex Technology Co.Limited(300750) and its affiliated companies (Qinghai times, Liyang times, SAIC times, Sichuan times, etc.). According to the cooperation framework agreement signed by both parties on December 11, 2021, when the quality, price and delivery of Hua’an Xincai lithium battery grade PVDF meet the Contemporary Amperex Technology Co.Limited(300750) requirements, Contemporary Amperex Technology Co.Limited(300750) guarantees that the quantity of Hua’an Xincai lithium battery grade PVDF purchased each year is 80% of the total annual output of PVDF. Both parties have implemented and completed the product delivery in February in accordance with the agreed terms.
Renzhi shares: the rise of oil price will not have an impact on the performance of the company’s oil service business
Renzhi shares ( Zhejiang Renzhi Co.Ltd(002629) ) disclosed the announcement of stock trading changes on March 2. Affected by the rise of international oil price, the company’s share price has increased greatly in the short term. The rise of oil price will not affect the performance of the company’s oil service business. The company’s share price has a large increase in the short term, and there is a risk of high valuation. As of the date of this announcement, there has been no significant change in the company’s fundamentals, and the recent increase in share price has deviated from the company’s fundamentals.
Beijing Zznode Technologies Co.Ltd(003007) : uncertainty exists in the impact of “counting from east to west” project on performance
Beijing Zznode Technologies Co.Ltd(003007) ( Beijing Zznode Technologies Co.Ltd(003007) ) in reply to the letter of concern of Shenzhen Stock Exchange, the company said that it is committed to providing comprehensive solutions of operation support system (OSS) for the information network and it infrastructure of China Telecom Corporation Limited(601728) operators and large enterprise customers. In the short term, the project of “counting from the east to the west” will not have a significant impact on the company’s performance for the time being; In the long run, whether the company will benefit from the project depends on the follow-up implementation of telecom operators and market competition. The impact of the project on the company’s performance is uncertain.
Anyuan Coal Industry Group Co.Ltd(600397) : the coal mine in Shanxi Province was shut down for rectification due to safety accidents
Anyuan Coal Industry Group Co.Ltd(600397) ( Anyuan Coal Industry Group Co.Ltd(600397) ) on March 2, it was announced that during the maintenance and replacement of the third slide coupling in 236 transportation lane of Shanxi coal mine owned by the company, an overhaul personnel was injured in his left chest and right leg by the coupling, and died after being sent to the hospital for rescue; After the accident, the company immediately started the emergency plan, stopped production and rectified Shanxi coal mine, and reported to relevant departments according to relevant regulations and procedures. Shanxi coal mine is a mine in production, with an approved capacity of 330000 tons / year. As of September 30, 2021, the operating revenue is 45.04 million yuan, accounting for 0.54% of the company’s operating revenue (Unaudited).
[important matters]
Changhong Meiling Co.Ltd(000521) : Zhongke Meiling, a holding subsidiary, applied for listing guidance and filing on the Beijing stock exchange;
Jiangsu Liba Enterprise Joint-Stock Co.Ltd(603519) : the IPO application of tuojing technology, a project company with equity investment business, was approved by the CSRC;
Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) : Fosun Kate has been approved for drug clinical trial;
Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited(600332) : tenofovir fumarate dipivoxil tablets have obtained the drug registration certificate;
Jiangsu Linyang Energy Co.Ltd(601222) : the State Grid procurement project of about 731817 million yuan won the bid in advance;
Guizhou Redstar Developing Co.Ltd(600367) : the current actual output of battery grade lithium carbonate of the subsidiary is 200300 tons / month;
Country Garden: in February, the contract sales amount was about 32.76 billion yuan;
Leshan Electric Power Co.Ltd(600644) : the adjustment of electricity price policy is expected to reduce the income of power business by 160 million yuan in 2022;
Hunan Yujing Machinery Co.Ltd(002943) : terminate the R & D, production and intelligent manufacturing projects of large-size silicon rods and monocrystalline silicon wafers in Taiyuan;
Beijing Shougang Co.Ltd(000959) : the reorganization was passed unconditionally.
[company performance]
Beijing Cuiwei Tower Co.Ltd(603123) performance express: net profit in 2021 increased by 100.77% year on year;
Ruida Futures Co.Ltd(002961) performance express: net profit in 2021 increased by 103% year on year;
Lao Feng Xiang Co.Ltd(600612) performance express: net profit in 2021 increased by 18% year on year;
Bank Of Shanghai Co.Ltd(601229) performance express: net profit in 2021 increased by 6% year on year;
Shanghai Shentong Metro Co.Ltd(600834) performance express: net profit in 2021 increased by 1.2% year on year;
Eastern Air Logistics Co.Ltd(601156) performance express: net profit in 2021 increased by 53% year on year;
Shanghai Pudong Construction Co.Ltd(600284) performance express: net profit in 2021 increased by 20.29% year on year;
Sichuan Road & Bridge Co.Ltd(600039) performance express: net profit in 2021 increased by 78.72% year on year.
[increase / decrease & repurchase]
Suzhou Zelgen Biopharmaceuticals Co.Ltd(688266) : the actual controller and others plan to increase their holdings of shares by 18.8 million yuan to 23.7 million yuan in total;
Landocean Energy Services Co.Ltd(300157) : the shareholder Yinchuan Zhongneng plans to reduce its shares by no more than 3%;
Hangzhou Landscaping Co.Ltd(605303) : shareholders Nanhai growth and Hangzhou inquiry plan to reduce their holdings of no more than 1% in total;
C.Q.Pharmaceutical Holding Co.Ltd(000950) : the shareholder Maoye Commercial Co.Ltd(600828) intends to reduce its shares by no more than 2.21%;
Chengdu M&S Electronics Technology Co.Ltd(688311) : it is proposed to buy back shares with RMB 25 million to RMB 50 million;
Hangzhou Mdk Opto Electronic Corporation Limited(688079) : it is proposed to repurchase shares of 20 million yuan to 40 million yuan.
