focus today
[ Chongqing Zhifei Biological Products Co.Ltd(300122) : conditional listing of recombinant covid-19 protein vaccine approved]
Chongqing Zhifei Biological Products Co.Ltd(300122) announced that the recombinant covid-19 protein vaccine has been approved and listed with conditions. The company will continue to do a good job in the production and supply of the vaccine with quality and quantity. If the follow-up work goes smoothly, it will promote the WHO certification of the vaccine and its sequential (heterologous) vaccination, which will contribute to the future performance, research and development progress The promotion of internationalization strategy will also have a positive impact.
[ Lecron Industrial Development Group Co.Ltd(300343) : subsidiary passes Contemporary Amperex Technology Co.Limited(300750) supplier access audit]
Lecron Industrial Development Group Co.Ltd(300343) disclosed the progress announcement of Contemporary Amperex Technology Co.Limited(300750) cooperation framework agreement. Shandong Hua’an New Material Co., Ltd., a subsidiary of the company, recently passed the Contemporary Amperex Technology Co.Limited(300750) supplier access audit, and Hua’an new material was officially incorporated into the Contemporary Amperex Technology Co.Limited(300750) supply chain system, It mainly provides 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.
[ S.F.Holding Co.Ltd(002352) : proposed share repurchase of RMB 1-2 billion]
S.F.Holding Co.Ltd(002352) announced that the company plans to buy back some public shares through centralized bidding with its own funds through the secondary market. The total capital of repurchase shall not be less than 1 billion yuan and not more than 2 billion yuan, and the repurchase price shall not exceed 70 yuan / share. The repurchased shares will be used for employee stock ownership plan or equity incentive.
[ Zhongtian Financial Group Company Limited(000540) : Evergrande life brought a lawsuit against its subsidiaries over housing sales contract disputes, involving an amount of 1.916 billion yuan]
Zhongtian Financial Group Company Limited(000540) announced that Guiyang international financial center, a wholly-owned subsidiary of the company, recently received a subpoena issued by Guiyang intermediate court, and Evergrande life brought a lawsuit against Guiyang international financial center over the dispute over the house sales contract. It is requested to order Guiyang international financial center to return the full transaction price of RMB 1.916 billion and pay liquidated damages of RMB 287 million. As of the disclosure date of this announcement, Guiyang intermediate court has accepted the case and has not yet heard it.
[five link board Ningbo Energy Group Co.Ltd(600982) : the investment amount of pumped storage project is much higher than the current book monetary capital level of the company]
Ningbo Energy Group Co.Ltd(600982) issued a notice of change. The two letters of intent for cooperation recently signed by the company do not constitute the basis for the signatories to investigate each other’s liability for breach of contract, and there are major uncertainties in the implementation of the two pumped storage projects involved. The investment amount of pumped storage project is large, which is far higher than the current book monetary capital level of the company. At the same time, the project construction investment cycle is long, and the source of funds and specific construction plan are not clear. At present, the company only has Xikou energy storage, a holding subsidiary, to carry out pumped storage business. As of June 30, 2021, the total assets of Xikou energy storage accounted for 2.69% of the total assets of the company, and the operating revenue of Xikou energy storage from January to June 2021 accounted for 2.37% of the operating revenue of the company.
[wulianban Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) : neither the company nor its subsidiaries have oil and gas production business]
Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) issued a change announcement. At present, most of the company’s business income comes from China’s oilfield technical services, and neither the company nor its subsidiaries have oil and gas production business. Except that the settlement price of oil and water well overhaul and other businesses has been restored to the normal year level since September 2021, the settlement price of other business items of the company has not been restored. Therefore, the impact of the recent rise in international oil prices on the company’s future performance is still uncertain.
[three days and two boards Guizhou Redstar Developing Co.Ltd(600367) : the capacity of battery grade lithium carbonate of Dalong manganese industry is 6000 tons / year, and the current actual output is 200300 tons / month]
Guizhou Redstar Developing Co.Ltd(600367) issued a share price change announcement. According to the company’s self inspection, the capacity of battery grade lithium carbonate produced by the wholly-owned subsidiary Dalong manganese industry is 6000 tons / year, and the current actual output is 200300 tons / month. The production process of battery grade lithium carbonate of Dalong manganese industry is to purchase industrial grade lithium carbonate and purify it to produce battery grade lithium carbonate. From January to September 2021, it produced 1937 tons of battery grade lithium carbonate and sold 1423 tons, The gross profit margin of the product is only 11.79%.
[ Bohai Leasing Co.Ltd(000415) : the remaining principal of the second phase of ultra short term financing bonds in 2019 was not paid on time]
Bohai Leasing Co.Ltd(000415) announced that the second phase of ultra short-term financing bonds of the company in 2019 (bond abbreviation: 19 Bohai Leasing Co.Ltd(000415) scp002) should bear the interest and the principal of the current phase of bonds on that day. Affected by the impact of covid-19 epidemic, the company has tight short-term liquidity and is unable to pay the principal and interest of the current bond in full. According to the extension plan, the company cashed 5% of the principal of “19 Bohai Leasing Co.Ltd(000415) scp002” and the interest due in full to all bondholders through Shanghai clearing house on the same day; The remaining principal of 475 million yuan was not paid on schedule. As of February 28, 2022, excluding “19 Bohai Leasing Co.Ltd(000415) scp002”, the total overdue principal and interest is 7.848 billion yuan, including 6.58 billion yuan of overdue principal and 1.268 billion yuan of overdue interest.
[ Beijing Cuiwei Tower Co.Ltd(603123) performance express: net profit in 2021 increased by 101% year on year]
Beijing Cuiwei Tower Co.Ltd(603123) disclosed the performance express, and achieved a total operating revenue of 3.497 billion yuan in 2021, a year-on-year decrease of 14.55%; The net profit attributable to the parent company was 163 million yuan, a year-on-year increase of 100.77%. The basic earnings per share is 0.21 yuan. The increase in net profit was mainly due to the merger of the company with Beijing Haike RONGTONG Payment Service Co., Ltd. and the proportion of equity increased from 35% in 2020 to 98.3%.
[Renzhi shares of five days four Board: the rise of oil price will not affect the performance of the company’s oil service business]
Renzhi shares disclosed the announcement of changes. Affected by the rise of international oil prices, the company’s share price rose significantly in the short term. The rise of oil prices 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. Xiaocai note: as of today’s closing, Renzhi shares have increased by 50.88% in the last five trading days.
[ Yinyi Co.Ltd(000981) : plan to invest no more than 400 million yuan to participate in Zhidou automobile restructuring]
Yinyi Co.Ltd(000981) announced that it signed a memorandum with the manager of Zhidou Electric Vehicle Co., Ltd. and planned to invest no more than 400 million yuan to participate in the reorganization and reorganization plan change procedure of Zhidou automobile, so as to obtain the actual control right and independent operation right of Zhidou automobile, so as to realize the regeneration of Zhidou automobile. Zhidou automobile is the only 8 enterprises with independent and complete production qualification of new energy vehicles that have passed the review of the national development and Reform Commission and the Ministry of industry and information technology.
[ Leshan Electric Power Co.Ltd(600644) : the adjustment of electricity price policy is expected to reduce the revenue of power business by 160 million yuan in 2022]
Leshan Electric Power Co.Ltd(600644) announced that after the cancellation of the industrial and commercial catalogue sales price of the local power grid, the profit model of the company has changed greatly, from the original power purchase and sales difference model to the model dominated by charging the approved transmission and distribution price. According to preliminary calculation, the electricity price policy adjustment is expected to reduce the company’s power business income by about 160 million yuan in 2022.
[ Beijing Shougang Co.Ltd(000959) : unconditional approval of asset restructuring and resumption of trading from tomorrow]
Beijing Shougang Co.Ltd(000959) announced that the company’s issue of shares to purchase assets and raise matching funds and related party transactions were unconditionally approved by the CSRC. The trading of the company’s shares will resume from the opening of the market on March 3, 2022.
Investment & signing
[ Flat Glass Group Co.Ltd(601865) : it is proposed to invest 6 photovoltaic module glass projects with a daily melting capacity of 1200 tons at a cost of 6 billion yuan]
Flat Glass Group Co.Ltd(601865) announced that it plans to invest in the construction of six photovoltaic module glass projects with a daily melting capacity of 1200 tons, with an estimated total investment of 6 billion yuan.
[ Guangzhou Tinci Materials Technology Co.Ltd(002709) : it is proposed to make additional investment in the reconstruction and expansion project of lithium battery materials with an annual output of 150000 tons]
Guangzhou Tinci Materials Technology Co.Ltd(002709) announced that it plans to make additional investment in the reconstruction and expansion project of lithium battery materials with an annual output of 150000 tons, and the total investment of the changed project is 332 million yuan.
[ Shenzhen Kaizhong Precision Technology Co.Ltd(002823) : it is proposed to invest and build Huizhou production base phase I project through a wholly-owned subsidiary of RMB 500 million]
Shenzhen Kaizhong Precision Technology Co.Ltd(002823) announced that Huizhou Shenzhen Kaizhong Precision Technology Co.Ltd(002823) Technology Co., Ltd., a wholly-owned subsidiary, plans to invest 500 million yuan in the construction of phase I project of Huizhou production base and 100 production lines of new energy vehicle components and other products.
equity change
[Changhong energy: proposed to purchase 33.17% equity of Changhong Sanjie with RMB 1.734 billion]
Changhong Energy announced that Changhong energy plans to purchase 33.17% minority shareholders’ equity of Changhong Sanjie, the holding subsidiary of the company jointly held by Yang Qingxin, Zhao Xuedong and Zhongjie, at the issuing price of 94.84 yuan / share, partly by issuing shares and partly by paying cash. After the completion of this transaction, Changhong Sanjie will become a wholly-owned subsidiary of Changhong energy; Meanwhile, Changhong energy plans to issue shares to qualified specific investors such as Changhong Group and Changhong energy’s phase I employee stock ownership plan to raise matching funds of no more than 1.2 billion yuan. The raised matching funds will be used to pay cash consideration, Changhong Sanjie technological transformation and capacity expansion project, Changhong Sanjie and Changhong energy to supplement working capital. After full negotiation between the company and the counterparty, the transaction price of 33.17% equity of Changhong Sanjie was determined to be 1.734 billion yuan.
[ Qitian Technology Group Co.Ltd(300061) : transfer of 2.06% of the company’s shares by shareholder fee Zhengxiang]
Qitian Technology Group Co.Ltd(300061) announced that shareholder Fei Zhengxiang transferred 2.06% of the shares of the company held and pledged to Shanghai Securities to Yang Taiping to repay the pledged debt and reduce the risk of stock pledge.
increase / decrease & repurchase
[ Landocean Energy Services Co.Ltd(300157) : the shareholder Yinchuan Zhongneng plans to reduce its shares by no more than 3%]
Landocean Energy Services Co.Ltd(300157) announced that the shareholder Yinchuan Zhongneng plans to reduce its shares by no more than 3%.
[ C.Q.Pharmaceutical Holding Co.Ltd(000950) : shareholder Maoye Commercial Co.Ltd(600828) intends to reduce no more than 2.21% shares]
C.Q.Pharmaceutical Holding Co.Ltd(000950) announced that the shareholder Maoye Commercial Co.Ltd(600828) intends to reduce its shares by no more than 2.21%.
[ Hangzhou Landscaping Co.Ltd(605303) : shareholder Nanhai growth, Hangzhou inquires about the proposed reduction of no more than 1% shares]
Announcement of no reduction of shares held by Hangzhou Nanhai shareholders.
[ Suzhou Zelgen Biopharmaceuticals Co.Ltd(688266) : the actual controller and others plan to increase their holdings of shares by RMB 18.8 million to RMB 23.7 million]
Suzhou Zelgen Biopharmaceuticals Co.Ltd(688266) announced that the actual controller, some directors, senior managers and core managers of the company, based on their confidence in the future development of the company and their recognition of the long-term investment value of the company, plan to increase their holdings by no less than 18.8 million yuan and no more than 23.7 million yuan within 6 months from March 3.
[ Chengdu M&S Electronics Technology Co.Ltd(688311) : proposed share repurchase of RMB 25-50 million]
Chengdu M&S Electronics Technology Co.Ltd(688311) announced that it is planned to repurchase shares with a price of 25 million yuan to 50 million yuan, and the repurchase price shall not exceed 70 yuan / share.
operation & performance
[ Ruida Futures Co.Ltd(002961) performance express: net profit in 2021 increased by 103% year on year]
Ruida Futures Co.Ltd(002961) disclosed the performance express. In 2021, the company achieved a total operating revenue of RMB 2.128 billion, a year-on-year increase of 58.56%; The net profit attributable to the parent company was 504 million yuan, a year-on-year increase of 102.51%. During the reporting period, the company’s customer margin scale, brokerage business income, asset management business scale and income growth were higher than the industry level, which greatly improved the company’s net profit.
[ Sichuan Road & Bridge Co.Ltd(600039) performance express: net profit in 2021 increased by 78.72% year on year]
Sichuan Road & Bridge Co.Ltd(600039) disclosed the performance express. In 2021, the company achieved a total operating revenue of 84.516 billion yuan, a year-on-year increase of 30.64% (after restatement); The net profit attributable to the parent company was 5.41 billion yuan, a year-on-year increase of 78.72% (after restatement); The basic earnings per share is 1.13 yuan.
[ Hichain Logistics Co.Ltd(300873) : net profit in 2021 increased by 58.81% year on year, and it is proposed to transfer RMB 4.5 from 10 to 6]
Hichain Logistics Co.Ltd(300873) disclosed the annual report of 2021. During the reporting period, the company achieved an operating revenue of 1.468 billion yuan, a year-on-year increase of 36.66%; The net profit was 309 million yuan, a year-on-year increase of 58.81%; The basic earnings per share is 2.3197 yuan. The company plans to distribute a cash dividend of 4.50 yuan (including tax) for every 10 shares to all shareholders and increase 6 shares for every 10 shares to all shareholders with capital reserve.
[ Lao Feng Xiang Co.Ltd(600612) performance express: net profit in 2021 increased by 18% year on year]
Lao Feng Xiang Co.Ltd(600612) announced that in 2021, the company achieved an operating revenue of 58.691 billion yuan, a year-on-year increase of 13.47%; The net profit attributable to shareholders of listed companies was 1.876 billion yuan, a year-on-year increase of 18.3%. The basic earnings per share is 3.5868 yuan. By the end of 2021, the company had a total of Lao Feng Xiang Co.Ltd(600612) marketing outlets, reaching 4945 (including 16 overseas silver buildings), with a net increase of 495 in the whole year.
[ China Vanke Co.Ltd(000002) : contract sales amount in February 29.37 billion yuan]
China Vanke Co.Ltd(000002) announced that in February, the company achieved a contract sales area of 1.852 million square meters and a contract sales amount of 29.37 billion yuan; From January to February, the company achieved a total contract sales area of 3.958 million square meters and a contract sales amount of 64.97 billion yuan.
[ Jiangsu Zhongnan Construction Group Co.Ltd(000961) : contract sales amount in February decreased by 49.6% year on year]
Jiangsu Zhongnan Construction Group Co.Ltd(000961) announced that the contract sales amount in February was 5.6 billion yuan, a year-on-year decrease of 49.6%; The sales area was 457000 square meters, a year-on-year decrease of 42.7%. From January to February, the cumulative contract sales amount was 10.21 billion yuan, a year-on-year decrease of 58.6%; The sales area was 836000 square meters, a year-on-year decrease of 54%.
contract & project winning
[ Tengda Construction Group Co.Ltd(600512) : winning the construction project of RMB 391 million]
Tengda Construction Group Co.Ltd(600512) announced that the company won the bid of “Fuzhou Changle airport comprehensive transportation hub supporting project (nanjinchang Road) (construction)” with a bid price of 391 million yuan.
[ Jiangsu Linyang Energy Co.Ltd(601222) : pre winning 731817 million yuan State Grid procurement project]
Jiangsu Linyang Energy Co.Ltd(601222) announcement: the third batch of procurement will be added by State Grid Corporation of China in 2022. There are four packages in this pre bid, with a total number of 160000 units. The total bid winning amount is expected to be about 731817 million yuan.
financing & fixed increase
[ Xiamen Meiya Pico Information Co.Ltd(300188) : proposed capital increase not exceeding 760 million yuan, subscription by controlling shareholders]
Xiamen Meiya Pico Information Co.Ltd(300188) announced that it is planned to increase the fund-raising by no more than 760 million yuan, and all the net funds raised after deducting the issuance expenses will be used to supplement the working capital. The issuing object is SDIC Intelligent Technology Co., Ltd., the controlling shareholder of the company, who subscribes for the shares issued in cash.
[ Shenzhen Xfh Technology Co.Ltd(300890) : no more than 220 million yuan to be raised]
Shenzhen Xfh Technology Co.Ltd(300890) announced that it is proposed to raise no more than 220 million yuan for 30000 tons of high-end graphite cathode material production base construction project and R & D center project. It was announced on the same day that through friendly negotiation between the company and the Management Committee of Shanghai Baoshan Industrial Park, the company plans to implement the 1 + 5 + X project in Baoshan high tech Industrial Park, namely 1 Shanghai headquarters, 5 innovation R & D centers and X upstream and downstream industrial projects.
others
[ Beijing Zznode Technologies Co.Ltd(003007) : there is uncertainty about the impact of the “east to west” project on performance]
Beijing Zznode Technologies Co.Ltd(003007) replied to the letter of concern of Shenzhen Stock Exchange, saying that the company 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.
[ Shenzhen Kstar Science & Technology Co.Ltd(002518) : plan to rely on data center channel layout to enter new energy business]
Shenzhen Kstar Science & Technology Co.Ltd(002518) disclosed the announcement in the investor relations activity record form that the business channel of the company’s data center is relatively well distributed overseas, covering more than 150 countries and regions, more than 300 overseas customers, and has offices in different countries and regions. At present, the company plans to rely on the channel layout of the data center to enter the channel of new energy business, Connect the data center channel with new energy photovoltaic and energy storage channels, cultivate each other, and lay out the layout for the overseas market of new energy business. At present, communication is being carried out step by step to cultivate channel providers and negotiate appropriate cooperation methods.
[ Changhong Meiling Co.Ltd(000521) : holding subsidiary Zhongke Meiling applies for listing guidance and filing on the Beijing stock exchange]
Changhong Meiling Co.Ltd(000521) announced that Zhongke Meiling, the holding subsidiary of the company, applied for public offering of shares and was listed on the Beijing stock exchange for guidance and filing. The company holds 63.27% of the shares of Zhongke Meiling. At present, Zhongke Meiling is a listed company at the basic level. It must enter the innovation level before it can apply for public offering of shares and be listed on the Beijing stock exchange. Zhongke Meiling has the risk of being unable to report due to its failure to enter the innovation level.
