Zhejiang Huayou Cobalt Co.Ltd(603799) plans to acquire 100% equity and related creditor’s rights of prospect lithium mining company; China Minmetals Rare Earth Co.Ltd(000831) : Chinalco, China Minmetals and Ganzhou Municipal People’s government carried out strategic restructuring of relevant rare earth assets; Focused Photonics (Hangzhou) Inc(300203) adjust the upper limit of share repurchase price; Shanghai Wanye Enterprises Co.Ltd(600641) it is proposed to invest 2 billion yuan in new semiconductor equipment and other projects
today’s highlights
▼ focus one:
Zhejiang Huayou Cobalt Co.Ltd(603799) it is proposed to acquire 100% equity and related creditor’s rights of prospect lithium mining company with us $422 million
The company plans to acquire 87% of the equity of Zimbabwe prospect lithium mining company held by Singapore pmpl, a wholly-owned subsidiary of Australia prospect company, and the related creditor’s rights of prospect company to prospect lithium mining company under the inter company loan agreement through its subsidiary Huayou international mining for us $377755267; At the same time, the company also plans to acquire 6% equity of prospect lithium mining company held by natural person Kingston kajese and 7% equity of prospect lithium mining company held by tamari trust family trust through Huayou international mining for us $44244733. The total amount of this transaction is US $422 million. After the acquisition, Huayou international mining will hold 100% equity of prospect lithium mining company and related creditor’s rights under the inter company loan agreement.
Prospect lithium owns 100% interest in Arcadia lithium mine in Zimbabwe. Arcadia project has a lithium carbonate equivalent resource of 1.9 million tons, a lithium oxide grade of 1.06%, and has a good prospecting prospect, which is conducive to the company to strengthen the upstream lithium resource layout, enhance the resource reserve required for lithium battery new energy materials, and form a strong resource guarantee for the company’s middle and downstream industrial chain.
▼ focus II:
China Minmetals Rare Earth Co.Ltd(000831) : Chinalco, China Minmetals, Ganzhou Municipal People’s government, etc. carried out strategic restructuring of relevant rare earth assets
On December 22, 2021, the company received a notice from China Minmetals Group Co., Ltd. (hereinafter referred to as “China Minmetals”), and after study by the state owned assets supervision and Administration Commission of the State Council and reported to the State Council for approval, it agreed that Aluminum Corporation Of China Limited(601600) Group Co., Ltd. (hereinafter referred to as “Chinalco”), China Minmetals and Ganzhou Municipal People’s government would carry out strategic reorganization of relevant rare earth assets and establish a new company controlled by the state owned assets supervision and Administration Commission of the State Council, The equity of China rare earth Co., Ltd. held by Chinalco, the equity of China Minmetals Rare Earth Co.Ltd(000831) and China Minmetals Rare Earth Co.Ltd(000831) Group Co., Ltd. held by Minmetals, and the equity of China Southern rare earth group Co., Ltd., Jiangxi Ganzhou rare metal Exchange Co., Ltd. held by Ganzhou rare earth group Co., Ltd. and its affiliated enterprises The equity of Ganzhou Zhonglan rare earth new material technology Co., Ltd. is transferred to the new company as a whole. After this reorganization, the controlling shareholder of the company is still China Minmetals Rare Earth Co.Ltd(000831) Group Co., Ltd., and the actual controller will be changed from China Minmetals to a new company.
▼ focus III:
Shanghai Wanye Enterprises Co.Ltd(600641) it is proposed to invest 2 billion yuan in new semiconductor equipment and other projects
Jiaxin semiconductor (project company), the holding subsidiary of the company, has signed a project investment agreement with Xitang town government of Jiashan County. The project is collectively referred to as “the annual output of 2450 sets / set of new equipment and 50 sets / set of semiconductor renovation equipment project of Jiaxin Semiconductor Equipment Technology Co., Ltd. in the Yangtze River Delta integration demonstration zone (Zhejiang Jiashan)”. The total investment of the project is 2 billion yuan. In the future, the project company will be mainly engaged in the development, production and equipment renovation of 8-inch and 12 inch semiconductor new equipment, such as etching machine, rapid heat treatment, film deposition, single-chip cleaning machine, trough cleaning machine, tail gas treatment, manipulator and so on.
fixed increase & restructuring
Dalian Haosen Equipment Manufacturing Co.Ltd(688529) : the listed company plans to purchase 100% equity of Xinpu automation held by 8 counterparties such as Mao Tiejun and Tang Qianjun by issuing shares. The issue price of the issued shares to purchase assets is 25.99 yuan / share. At present, the audit and evaluation of the target company have not been completed, and it is expected that this transaction will not constitute a major asset restructuring. At the same time, the company plans to issue shares to no more than 35 specific objects to raise supporting funds.
The target company is a high-tech enterprise focusing on the integration of intelligent equipment and intelligent production line. It is mainly engaged in the design, R & D, production and sales of intelligent manufacturing equipment and post-treatment production line in the middle and rear sections of lithium batteries, and provides advanced production equipment and post-treatment production lines in the manufacturing fields of lithium batteries such as power batteries, 3C batteries and energy storage batteries, Meet the production needs of end market customers such as new energy vehicles, 3C products and energy storage devices.
Shenzhen Hui Chuang Da Technology Co.Ltd(300909) : the company intends to purchase 100% equity and all related interests of Dongguan xinweixing Electronics Co., Ltd. by issuing shares and paying cash. At the same time, the company plans to issue shares to the controlling shareholder Li Ming to raise supporting funds with a total amount of no more than 150 million yuan. Up to now, the audit and evaluation of the underlying assets of this transaction have not been completed, and the transaction price has not been determined. This transaction is not expected to constitute a major asset restructuring. Xinweixing is a national high-tech enterprise focusing on the R & D, production and sales of precision connectors and precision hardware. The trading of the company’s shares will resume from the morning of December 23, 2021.
important
Sinoma Science & Technology Co.Ltd(002080) : Inner Mongolia Zhongli New Material Co., Ltd., a subsidiary of Sinoma lithium membrane Co., Ltd., a holding subsidiary of the company, plans to invest 2302.91 million yuan in Hohhot, Inner Mongolia Autonomous Region to build the “special wet diaphragm production line project for lithium battery with an annual output of 720 million square meters”. In addition, Taishan glass fiber Zoucheng Co., Ltd., a holding subsidiary of Taishan Glass Fiber Co., Ltd., a wholly-owned subsidiary of the company, plans to invest 98.049 million yuan in Zoucheng City, Shandong Province to build a cold repair and transformation project of 120000 tons of alkali free glass fiber tank furnace wire drawing production line.
Zhe Jiang Kangsheng Co.Ltd(002418) : Zhongzhi Yike, a wholly-owned subsidiary of the company, received the letter of acceptance on December 22, 2021 and determined that Zhongzhi Yike was the successful supplier of the 2021 new energy bus procurement project (package II) of Chengdu Public Transport Group Co., Ltd. The total bid winning amount of the project is 975980931 yuan, accounting for 41.49% of the company’s audited operating revenue in 2020.
Hongrun Construction Group Co.Ltd(002062) : the company recently received the letter of acceptance from Ningbo public resources trading platform. The company won the bid to construct bid section III of Yinzhou Avenue Expressway (Airport Road yinheng line) project, with a bid winning price of 462.7899 million yuan, accounting for 4.09% of the company’s operating revenue in 2020.
Focused Photonics (Hangzhou) Inc(300203) : at present, the company’s repurchase plan has not been implemented. Because the company’s stock price has been continuously higher than the upper limit of the repurchase plan by 18.98 yuan / share recently, in view of the confidence in the company’s future development prospects and the recognition of the company’s internal value, the company adjusted the upper limit of the repurchase price from 18.98 yuan / share to 40.00 yuan / share. Except for the above adjustments, there is no change in other contents of the share repurchase plan.
Aba Chemicals Corporation(300261) : the announcement on the disclosure of abnormal fluctuations in stock trading said that up to now, the company has not directly signed any cooperation agreement with Pfizer, has no direct cooperation relationship with Pfizer, and has not directly supplied carlon anhydride products to Pfizer. The sales revenue of the company’s carbonic anhydride products accounts for a small proportion of the company’s annual total operating revenue, which will not have a significant impact on the company’s performance. A2w Pharma Ltd, a subsidiary of the company in Malta. The main structure of CBD (cannabinoid) product production workshop has been basically completed and has not been officially put into operation.
Shenzhen Kingsun Science & Technology Co.Ltd(300235) : the disclosure of share price changes and risk tips announced that the company’s existing main business, main products and the concept of yuanuniverse are not directly related. At present, the company’s virtual digital human technology research is still in the stage of continuous R & D investment and application scenario exploration. The customer’s recognition of the product has not been verified, the related business is uncertain, and the product landing risk is high.
Suzhou Good-Ark Electronics Co.Ltd(002079) : the company signed the investment agreement with the Management Committee of Suqian high tech Industrial Development Zone on December 22, 2021. The company will jointly invest 100 million yuan with other investors and the Management Committee of Suqian high tech Industrial Development Zone to establish a new company for the “sealing and testing project of semiconductor rectifier devices and related products”. Among them, the capital contribution of the company as the controlling shareholder shall not be less than 82 million yuan.
Shanghai Kinetic Medical Co.Ltd(300326) : the company recently obtained the approval of the Malaysian competent authority to approve the registration of metal bone screws (translation), which is registered in Malaysia as “metal bone screws”. The product has been reviewed by the competent authority and meets the local market access regulations for medical devices. It is allowed to be registered and is valid until November 10, 2026. The above products are mainly suitable for internal fixation of limb fractures.
Zhe Jiang Dong Ri Limited Company(600113) : the company plans to publicly issue convertible bonds with a total issuance amount of no more than 600 million yuan. After deducting the issuance expenses, it is planned to be used for the upgrading of smart agricultural batch market, snow top bean products, comprehensive operation center and other projects.
Hengtong Optic-Electric Co.Ltd(600487) : the wholly-owned subsidiaries Jiangsu Hengtong Cable Technology Co., Ltd. and Jiangsu Hengtong power cable Co., Ltd. received the letter of acceptance and won the bid for the communication power cable and the construction 380V power cable in the “centralized procurement of power cable products from 2022 to 2023” project of China Mobile Communication Co., Ltd. The total bid winning amount is 1.937 billion yuan, accounting for about 5.98% of the company’s audited operating revenue in 2020.
Shanghai Zhenhua Heavy Industries Co.Ltd(600320) : Recently, the company and Guangxi Qinzhou free trade port Honggang wharf Co., Ltd. signed the general contract for intelligent loading and unloading system of berth 9 and 10 in dalanping South operation area of dalanping port area of Qinzhou port, with a total contract amount of RMB 143734 million (including tax).
The company announced on the same day that recently, the company signed the ECT wharf project contract of Sri Lanka east port with Sri Lanka port authority, with a total contract amount of USD 282.56 million.
Jiangsu Boqian New Materials Stock Co.Ltd(605376) : Recently, the company and its subsidiary Guangxin nano signed a strategic cooperation agreement with Sumitomo electronics. According to the demand forecast for MLCC market, Sumitomo electronics agreed that the number of products purchased by Sumitomo electronics in the company and its subsidiary Guangxin nano in 2022 was 375 tons. The products to be purchased are nickel powder and other products.
Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) : the holding subsidiary of the company, Sinohydro Bureau 8 Co., Ltd. (the leader of the consortium) and Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) group Zhongnan survey, design and Research Institute Co., Ltd. formed a consortium and won the bid for the general contracting project of design, procurement and construction of the comprehensive treatment project at the lower reaches of Ganjiang River, with a bid winning amount of 6.874 billion yuan. The planned construction period of the project is 60 months.
Geovis Technology Co.Ltd(688568) : Recently, the company signed a sales contract related to business in special fields with a unit, with a contract amount of 506.847 million yuan, involving software development, hardware procurement and system integration. The performance period of the contract is from the date of signing the contract to December 31, 2023.
Ningbo Tuopu Group Co.Ltd(601689) : on December 22, 2021, the company signed the project cooperation agreement on Tuopu new energy vehicle lightweight chassis system and interior sound insulation system production base with Chongqing Shapingba District government. The company plans to invest 1.5 billion yuan to build the production base of each product line of new energy vehicles in Shapingba District, Chongqing by stages. The total planned land under the agreement project is about 500 mu, and the land for phase I of the project is about 180 mu. The production base of lightweight chassis system and interior sound insulation system of new energy vehicles is arranged. Automotive electronic system and thermal management system are planned to be arranged in phase II of the project.
Piesat Information Technology Co.Ltd(688066) : a unit purchased a project from a single source. Now it is confirmed that the company is the supplier of the project and signed a contract with the company, with a total contract amount of 278.769 million yuan. The performance period is from the date of signing the contract to December 31, 2023.
Hubei Sanxia New Building Materials Co.Ltd(600293) : on December 21, 2021, the company received the notice of equity judicial transfer pushed by zhongdeng Shanghai company system. 8.96% of the company’s shares held by Xu Xizhong, the actual controller of the company, were transferred by justice, and the transferees were Gu bin and Zhang Yuezhou respectively. As of the disclosure date of the announcement, Xu Xizhong acted in concert with Hainan zongxuanda Industrial Investment Co., Ltd., the fourth largest shareholder of the company, and Dangyang guozhong’an Investment Co., Ltd., the fifth largest shareholder of the company. Xu Xizhong directly held and controlled 19.17% of the shares of the company and was the actual controller of the company.
Shanghai Prosolar Resources Development Co.Ltd(600193) : the company plans to transfer 60% equity of its holding subsidiary Dongjiang decoration. After the transfer, the company will no longer hold the equity of Dongjiang decoration. The company completed the acquisition of Dongjiang decoration in July 2019. It is estimated that the total net profit realized by Dongjiang decoration in 2019-2021 can not meet the commitment standard. If this transaction is implemented, it will effectively reduce the company’s liabilities.
Huadian Energy Company Limited(600726) : the company’s wholly-owned power plant Huadian Energy Company Limited(600726) Jiamusi thermal power plant has decided to purchase the heating assets and heating load of Jiamusi Jiacheng Thermal Power Co., Ltd., and the purchase price is no higher than the tax included evaluation value of 42.2879 million yuan. The target assets to be acquired this time are the heating assets and corresponding heating load owned by Jiacheng thermal in Qianjin District, Jiamusi City, Heilongjiang Province. The heating capacity is about 1.63 million square meters. At present, there are 20 heat exchange stations, 28 water-water heat exchangers, and the grid connected construction area is 1429300 square meters.
Guangzhou Development Group Incorporated(600098) : affected by the tight supply and demand of global natural gas and the sharp rise of gas source price, the implementation time of the notice of Guangzhou Development and Reform Commission on reducing the sales price of natural gas in non residential pipelines in stages is advanced from December 31, 2021 to November 30, 2021.
Hangzhou Silan Microelectronics Co.Ltd(600460) : the company plans to use the raised funds to increase the capital of 530987701.65 yuan to Shilan Jixin, the holding subsidiary of the “8-inch integrated circuit chip production line phase II project”, which undertakes the raised investment project. After the capital increase, the registered capital of Shilan Jixin will be changed from 1962379412 yuan to 2248328735 yuan. The premium of this contribution will be included in the capital reserve of Shilan Jixin.
Shanghai Smith Adhesive New Material Co.Ltd(603683) : the company signed a strategic cooperation agreement with Nippon Investment Co., Ltd. and both parties agreed to establish a strategic cooperation relationship in the fields of tape application and new product development.
Beijing Dalong Weiye Real Estate Development Co.Ltd(600159) : a stock trading risk warning announcement was issued. In the first three quarters of the company’s real estate business, the total contracted area and contracted amount fell sharply year-on-year. At present, there are two real estate business reserve projects, located in Zhongshan, Guangdong and Manzhouli, Inner Mongolia; There are 2 projects under construction, located in Zhongshan, Guangdong. The development scale of projects under construction and the sales of stock projects do not have comparative advantages in the industry. The company solemnly reminds investors to pay attention to investment risks, make rational decisions and invest prudently.
Shandong Cynda Chemical Co.Ltd(603086) : Liaoning Xianda Agricultural Science Co., Ltd., a wholly-owned subsidiary of the company, has completed the main construction of the project, equipment installation and commissioning of the “project with an annual output of 5000 tons of enoxate, 10000 tons of alkali sulfide and 9000 tons of molten salt”, and the trial production scheme has been reviewed and approved by experts, which is ready for trial production. At present, the project has entered the trial production stage.
increase / decrease
Qingdao Victall Railway Co.Ltd(605001) : Taizheng Feifan plans to reduce its holdings by no more than 0.10% of the total share capital of the company through centralized bidding or block trading within 6 months after 3 trading days from the date of this announcement; Ulanqab Pacific Securities intends to reduce its holdings by not more than 1.22% of the total share capital of the company through centralized bidding or block trading within 6 months after 3 trading days from the date of this announcement. Taizheng extraordinary and Ulanqab Taizheng are people who act in concert.
Shenzhen Colibri Technologies Co.Ltd(002957) : Shenzhen yingnuo Industrial Co., Ltd., the shareholder holding 46848912 shares of the company (accounting for 11.38% of the total share capital of the company), plans to reduce the company’s shares by means of centralized bidding transaction or block transaction within 6 months, accounting for no more than 10000000 shares, accounting for about 2.43% of the total share capital of the company.
Tianjin Keyvia Electric Co.Ltd(300407) : Kong Xiangzhou, the shareholder holding 58903920 shares of the company (accounting for 19.31% of the total share capital of the company), plans to reduce no more than 6100000 shares of the company (accounting for no more than 2% of the total share capital of the company) by block trading from December 28, 2021 to June 26, 2022.
summary of suspension and resumption
resumption company:
Jiangsu Eastern Shenghong Co.Ltd(000301) (000301)、 Shenzhen Hui Chuang Da Technology Co.Ltd(300909) (300909)。
Suspended company:
Not yet.
(Shanghai Securities News)
