focus today
[ Fujian Start Group Co.Ltd(600734) : verification of suspension of stocks with large recent fluctuations]
Fujian Start Group Co.Ltd(600734) announced that the company’s shares rose by the limit for 15 consecutive trading days from February 11 to March 4, 2022, with a cumulative increase of 108.55%. In view of the recent volatility of the company’s share price, the stock suspension verification.
[ Jiangxi Zhengbang Technology Co.Ltd(002157) attention letter: ask the company to explain the background, necessity and rationality of selling part of the equity of the feed company]
Jiangxi Zhengbang Technology Co.Ltd(002157) received a letter of concern: Recently, some market media released relevant reports such as “online transmission Jiangxi Zhengbang Technology Co.Ltd(002157) applying for breeding loan in the name of employees” and “Zhengbang group applying for bankruptcy”, questioned the capital stability of the company and its controlling shareholders, and asked the company to explain the background, necessity and rationality of selling part of the equity of feed company, Possible impact on the subsequent operation and performance of the company.
[triple board China Meheco Group Co.Ltd(600056) : even if the cooperation is successful, it is estimated that the scale of covid-19 therapeutic drug business accounts for a small proportion of the company’s overall business volume]
China Meheco Group Co.Ltd(600056) issued a change announcement. The company is concerned about the recent rumors about the cooperation between the company and covid-19 virus treatment drugs, a multinational pharmaceutical company. After verification by the company, relevant matters are under communication and negotiation, but there are still uncertainties about the specific terms of the agreement and whether it can be signed smoothly. In addition, even if the cooperation is carried out smoothly, the final use and sales of relevant drugs are also affected by factors such as epidemic prevention and control, there is great uncertainty, and it is expected that the relevant business scale accounts for a small proportion of the company’s overall business volume, which has no significant impact on the company’s recent operating performance.
[ Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) letter of concern: it is required to list the corresponding end customers of azivudine API]
Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) received a letter of concern, asking to list the product name and corresponding end customers of azvudine API produced by the company, and explain the ownership of relevant products and corresponding end drugs. List the current production capacity of relevant products of the company, product production and sales volume, operating revenue and proportion achieved in recent one year and one period, and orders on hand. Explain the impact of the construction progress, investment scale, production arrangement and expected production capacity of the company’s new azvudine API production line on the production of other existing products of the company. Explain the market competition pattern in combination with the market share and market demand of the company’s related products and corresponding terminal drugs, as well as the current R & D, listing and sales of similar indication drugs at home and abroad. In addition, it is required to explain whether the company’s reply on the “interactive easy” platform hypes the concept of hot spots and cooperates with the reduction of shareholders’ holdings.
[thirteen link board Hefu China: fierce market competition environment may adversely affect the company’s production, operation and profitability]
Hefu China issued a change announcement. As of the date of this announcement, the company’s shares have been trading for 12 consecutive trading days (except the first day), and the short-term share price has increased significantly. In recent years, the in vitro diagnosis industry has become one of the rapidly developing fields in China’s medical and health industry. The increasing market demand and the encouragement of national policies will attract more manufacturers to enter, and the market competition will further intensify. If the company cannot continuously improve its product layout, sales and service network in the future, the fierce market competition environment may have an adverse impact on the company’s production, operation and profitability. Xiaocai note: as of today’s close, Hefu China has increased by 351.07% in the last 13 trading days.
[seven link board Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) received a letter of concern: it is required to analyze the reasons that may lead to the large increase of the company’s stock price in the near future and significantly deviate from the market]
Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) received a letter of concern from the Shenzhen Stock Exchange, asking to analyze the reasons that may lead to the large increase of the company’s share price in the near future and significantly deviate from the market in combination with the macro situation of the market, the situation of the industry, the stock price trend of listed companies in the same industry and the production and operation of your company, and whether there have been significant changes in the company’s recent operation and internal and external business environment, And give sufficient risk tips; Combined with the recent research of reception institutions and individual investors, as well as the early information disclosure and interactive easy response, explain whether it violates the principle of fair disclosure, misleads investors and hypes stock prices. Xiaocai note: as of today’s close, Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) has increased by 94.90% in the last seven trading days.
[ Bluefocus Intelligent Communications Group Co.Ltd(300058) : us blue standard investment plans to invest no more than US $35 million in a16z’s blockchain Seed Fund]
Bluefocus Intelligent Communications Group Co.Ltd(300058) announcement, BlueFocus communication group of America, a wholly-owned subsidiary of Bluefocus Intelligent Communications Group Co.Ltd(300058) International Communication Group Co., Ltd, American blue standard investment, a wholly-owned subsidiary of Inc., plans to subscribe a16z for the shares of CNK Seed Fund I and cnkiv being raised with its own capital of no more than US $35 million to become its limited partner. American blue standard investment this investment is conducive to improving the company’s understanding of the development of global blockchain technology and the possibility of coordinated development of its own meta universe business.
[triple board Shanghai Kaikai Industry Company Limited(600272) : the company is not involved in covid-19 treatment related business]
Shanghai Kaikai Industry Company Limited(600272) announced the stock trading risk warning announcement. The company recently paid attention to media reports and listed the company as both traditional Chinese medicine industry and covid-19 treatment industry. The industry of the company is retail, not Chinese medicine, and it does not involve covid-19 treatment related business.
[ Asymchem Laboratories (Tianjin) Co.Ltd(002821) : it is planned to invest 3 billion yuan to build a biological drug cdmo R & D and commercial production base]
Asymchem Laboratories (Tianjin) Co.Ltd(002821) announced that the company signed an investment agreement with Shanghai Industrial Comprehensive Development Zone Co., Ltd. on March 4, 2022. The company invested in the newly established wholly-owned subsidiary and planned to invest and build a biological drug cdmo R & D and commercial production base in Fengxian, Shanghai with its own or self raised funds of 3 billion yuan.
[Xinghui environmental materials: net profit in 2021 increased by 32.08% year-on-year, and it is proposed to pay 22 yuan for 10]
Xinghui environmental materials announced its annual report for 2021. During the reporting period, the company realized an operating revenue of 1.976 billion yuan, a year-on-year increase of 50.69%; The net profit was 292 million yuan, a year-on-year increase of 32.08%; The basic earnings per share is 2.01 yuan.
The company plans to distribute a cash dividend of 22 yuan (including tax) for every 10 shares. Xiaocai note: the net profit of Q3 is 68.87 million yuan. Based on this calculation, the net profit of Q4 is 55.83 million yuan, down 19% month on month.
[ Zanyu Technology Group Co.Ltd(002637) : uncertain impact of Indonesia’s DMO policy on the company’s profits]
Zanyu Technology Group Co.Ltd(002637) announced that the implementation scope of DMO policy of Indonesian government will be further expanded, which will have an adverse impact on the export of dukuda products, the subsidiary. The company will actively apply for export license and strive to resume normal export as soon as possible; Actively communicate with customers and appropriately adjust the delivery date without affecting customers’ operation.
[ Hunan Nucien Pharmaceutical Co.Ltd(688189) : CDH investment plans to reduce the company’s shares by no more than 6.00%]
Hunan Nucien Pharmaceutical Co.Ltd(688189) announced that CDH investment, a shareholder holding 7.71% of shares, plans to reduce its holdings of no more than 6.00% of the company’s shares.
Investment & signing
[ Wuhan Guide Infrared Co.Ltd(002414) : invest about 1.32 billion yuan to build a high-end equipment intelligent manufacturing base]
Wuhan Guide Infrared Co.Ltd(002414) announced that the company has signed a project cooperation agreement with the Management Committee of Wuhan East Lake New Technology Development Zone, and plans to invest about 1.32 billion yuan in Wuhan East Lake comprehensive free trade zone to build a high-end equipment intelligent manufacturing base with its subsidiary Gaode guangchuang as the main body of the project.
[ Fu Jian Anjoy Foods Co.Ltd(603345) : it is proposed to invest 1 billion yuan in Anjing prefabricated dish production project]
Fu Jian Anjoy Foods Co.Ltd(603345) announced that the company plans to invest in the production project of Anjing prefabricated dishes in Honghu Economic Development Zone, Hubei Province, with an estimated total investment of about 1 billion yuan.
[ Zhongyin Babi Food Co.Ltd(605338) : it is proposed to purchase a plot of land in Dongxihu District of Wuhan for the construction of Wuhan intelligent manufacturing center for 750 million yuan]
Zhongyin Babi Food Co.Ltd(605338) announced that the company plans to use its own or self raised funds to purchase the land use right of the land plot located in Dongxihu District of Wuhan (the specific location, land area and transaction amount of the plot shall be subject to the final actual transfer document) in the form of establishing a wholly-owned subsidiary (hereinafter referred to as the “project company”) for the investment and construction of “Wuhan intelligent manufacturing center project”, The investment in land acquisition and fixed assets is expected to be 750 million yuan.
[ Betta Pharmaceuticals Co.Ltd(300558) : it is proposed to invest RMB 385 million in Heyuan biology to hold 7.6% of its equity]
Betta Pharmaceuticals Co.Ltd(300558) announced that the company plans to subscribe for 200104 million pre IPO ordinary shares newly issued by Heyuan biology with its own capital of 385 million yuan at the price of 19.24 yuan per share. Meanwhile, Beiming fund, a related party of the company, plans to invest 80 million yuan to subscribe for 4158000 ordinary shares in the new pre IPO round of Heyuan biology at the same price. After the completion of this investment, the company is expected to hold 7.6% of its equity. Heyuan biology has established two technical platforms, “oryzhiexp” and “oryzpur”, and developed a series of plant-derived new drug product pipelines represented by plant-derived recombinant human serum albumin injection (hy1001), And a variety of recombinant cell growth factors and recombinant proteins used in various cell cultures and beauty fields.
equity change
[ Shanghai Haoyuan Chemexpress Co.Ltd(688131) : resumption of trading of 100% equity shares of drug source drugs to be purchased]
Shanghai Haoyuan Chemexpress Co.Ltd(688131) announced that it plans to issue shares and pay cash to Wang Yuan, Shanghai Yuanmeng, Qidong Yuanli and Ningbo Jiusheng to purchase 100% equity of pharmaceutical drugs held by them. The transaction price is expected to be no more than 420 million yuan, and the trading of shares will be resumed.
[ Shenzhen Kingsino Technology Co.Ltd(002548) : proposed acquisition of 49% equity of Fujian Yichun with RMB 271 million]
Shenzhen Kingsino Technology Co.Ltd(002548) announced that in order to develop pig breeding business, the company plans to acquire 49% equity of Fujian Yichun, a holding subsidiary, with RMB 271 million. After the acquisition, Fujian Yichun will become a wholly-owned subsidiary of the company. It was announced on the same day that in February 2022, the sales volume of live pigs totaled 67500, the sales revenue totaled 85.774 million yuan, and the average sales price of live pigs was 13.40 yuan / kg (excluding the influence of piglets and breeding pigs, the average price of commercial pigs was 12.57 yuan / kg). The month on month changes of live pig sales, sales revenue and average sales price were – 4.38%, – 12.73% and – 3.69%, with year-on-year changes of 42.13%, – 38.65% and – 70.46% respectively.
[ Tvzone Media Co.Ltd(603721) : the controlling shareholder Changsha radio and television intends to transfer 50.38% of the shares to radio and Television Group Company free of charge]
Tvzone Media Co.Ltd(603721) announced that Changsha radio and television will transfer its 65.49 million ordinary shares of the company (accounting for 50.38% of the total share capital of the company) to radio and Television Group Company free of charge. After this free transfer, the controlling shareholder of the company is changed to radio and television group company, and the actual controller is the state owned assets supervision and Administration Commission of Changsha Municipal People’s government.
increase / decrease & repurchase
[ Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) : shareholders and persons acting in concert intend to reduce their holdings by no more than 3.75%]
Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) announced that the shareholders holding more than 5% of the company and their unanimous persons Ningbo Jundu Derui and Ningbo Jiaze Beirui plan to reduce their holdings by no more than 3.75%.
[ Guangdong South New Media Co.Ltd(300770) : Dongfang Bangxin venture capital plans to continue to reduce its shares by no more than 2.92%]
Guangdong South New Media Co.Ltd(300770) announced that the shareholder Dongfang Bangxin venture capital plans to continue to reduce its total holdings of no more than 3337000 shares through centralized bidding, that is, no more than 1.46% of the total shares of the company; The total reduction through block trading shall not exceed 3337000 shares, that is, not more than 1.46% of the total shares of the company; The total reduction ratio shall not exceed 2.92%.
[ Jilin Chemical Fibre Co.Ltd(000420) : shareholders intend to reduce the company’s shares by no more than 2%]
Jilin Chemical Fibre Co.Ltd(000420) announced that the shareholder Shanghai Fangda Investment Management Co., Ltd. plans to reduce its holding of no more than 2% of the company’s shares.
[ Guangdong Rongtai Industry Co.Ltd(600589) : shareholder Gao Dapeng plans to increase his shareholding by 1.5% – 3%]
Guangdong Rongtai Industry Co.Ltd(600589) announcement: the company has received a notice from Gao Dapeng, a shareholder holding more than 5%, that Gao Dapeng plans to increase the proportion of shares of the company with his own funds or self raised funds by not less than 1.5% and not more than 3% (including 3%).
[ Xin Hee Co.Ltd(003016) : proposed repurchase of 5-10 million shares]
Xin Hee Co.Ltd(003016) announced that the company plans to use its own funds to buy back some shares of the company in the form of centralized bidding transaction.
The number of shares repurchased this time ranges from 5 million shares to 10 million shares (including this number), and the repurchase price shall not exceed RMB 14.80/share (including this number).
operation & performance
[ Hubei Xingfa Chemicals Group Co.Ltd(600141) performance express: net profit of 4.238 billion yuan in 2021, with a year-on-year increase of 581.95%]
Hubei Xingfa Chemicals Group Co.Ltd(600141) released the performance express. In 2021, the company achieved an operating revenue of 23.608 billion yuan, a year-on-year increase of 28.88%; The net profit attributable to the parent company was 4.238 billion yuan, a year-on-year increase of 581.95%; The basic earnings per share is 3.979 yuan. During the reporting period, the chemical industry ushered in a boom cycle. The sales prices of the company’s main products such as silicone, glyphosate, dimethyl sulfoxide and yellow phosphorus increased significantly year-on-year, and the profitability was significantly enhanced. The company has made positive progress in the market development of electronic grade chemicals, among which the sales volume of electronic grade phosphoric acid, sulfuric acid, mixed solution and other high value-added products connected with semiconductor customers has increased significantly, and the business performance has increased significantly.
[ Inner Mongolia Eerduosi Resources Co.Ltd(600295) : net profit of 6.108 billion yuan in 2021, with a year-on-year increase of 299.73%]
Inner Mongolia Eerduosi Resources Co.Ltd(600295) released the performance express. In 2021, the company achieved a total operating revenue of 36.411 billion yuan, a year-on-year increase of 57.34%; The net profit attributable to the parent company was 6.108 billion yuan, a year-on-year increase of 299.73%. During the reporting period, affected by the market demand, the market sales prices of the company’s main products such as coal, ferrosilicon and PVC increased significantly year-on-year. The company seized the market opportunity, continuously explored the internal potential in an all-round way through continuous improvement and innovation, ensured the efficient operation of production, and greatly increased the company’s performance; At the same time, after acquiring 25% equity of the associated enterprise inner Mongolia Inner Mongolia Eerduosi Resources Co.Ltd(600295) Yongmei Mining Co., Ltd., the investment income increased and the overall profitability of the company increased.
[ Pci Technology Group Co.Ltd(600728) performance express: net profit in 2021 increased by 245% year on year]
Pci Technology Group Co.Ltd(600728) disclosed the performance express. In 2021, the company achieved a total operating revenue of 6.259 billion yuan, a year-on-year increase of 46.02%; The net profit attributable to the parent company was 317 million yuan, a year-on-year increase of 245.06%. The company has benefited from the improvement of industry prosperity. In recent three years, the newly signed and on-hand intelligent orders of the company have entered the stage of scale implementation. The delivery of intelligent projects such as rail transit and smart city as planned has driven the rapid growth of business income and the overall income of the company.
[ Shanxi Lu’An Environmental Energydev.Co.Ltd(601699) : net profit of RMB 6.684 billion in 2021, with a year-on-year increase of 243.53%]
The total operating revenue of the year was RMB 3.029 billion, with a year-on-year growth of RMB 6.037 billion; The net profit attributable to the parent company was 6.684 billion yuan, a year-on-year increase of 243.53%, and the basic earnings per share was 2.23 yuan.
[ Zhengzhou Coal Mining Machinery Group Co.Ltd(601717) : net profit of RMB 1.916 billion in 2021, with a year-on-year increase of 54.59%]
Zhengzhou Coal Mining Machinery Group Co.Ltd(601717) released the performance express. In 2021, the company achieved a total operating revenue of 29.33 billion yuan, a year-on-year increase of 10.60%; The net profit attributable to the parent company was 1.916 billion yuan, a year-on-year increase of 54.59%. During the reporting period, the coal industry continued to maintain a good momentum of development. In 2021, China produced 4.07 billion tons of raw coal, an increase of 4.7% over the previous year, and the coal price was at a high level.
contract & project winning
[ Ningbo Construction Co.Ltd(601789) : the subsidiary won the bid of 740 million yuan for the freight passage project along the mountain]
Ningbo Construction Co.Ltd(601789) announced that the holding subsidiary won the bid for bid section I of phase I project of core area of Yanshan freight channel (Xintu Avenue) of RMB 740 million.
[ Liaoning Sg Automotive Group Co.Ltd(600303) : sign a new energy bus vehicle purchase contract of 107 million yuan]
Liaoning Sg Automotive Group Co.Ltd(600303) announced that the holding subsidiary of the company signed the vehicle purchase contract of 100 and 23 pure electric air-conditioned buses with Dandong bus company, with a total contract amount of 107 million yuan.
[ Dongfang Electronics Co.Ltd(000682) : the subsidiary won the bid for the State Grid procurement project of 107 million yuan]
Dongfang Electronics Co.Ltd(000682) announcement: according to the “announcement on winning the bid for the third batch of new procurement (bidding procurement of new batch of electric energy meters (including power consumption information collection)) of State Grid Corporation of China in 2022”, Weston, a wholly-owned subsidiary of the company, won the bid for four packages, with a total amount of 107 million yuan, accounting for 2.86% of the company’s latest audited operating revenue.
[ Hangzhou Sunrise Technology Co.Ltd(300360) : winning the State Grid procurement project of RMB 100 million]
Hangzhou Sunrise Technology Co.Ltd(300360) announced that the company won the bid for the third batch of procurement (bidding procurement of new batch of electric energy meters (including power consumption information acquisition) of State Grid Corporation of China in 2022. The bid was won for a total of 4 packages, with a total amount of about 100 million yuan.
financing & fixed increase
[ Zhejiang Yonghe Refrigerant Co.Ltd(605020) : no more than 800 million yuan to be raised]
Zhejiang Yonghe Refrigerant Co.Ltd(605020) announced that it is planned to raise no more than 800 million yuan for Shao wuyonghe’s new environmental protection refrigerant and fluoropolymer and other fluorochemical production base project, Shao wuyonghe’s annual output of 10kt polyvinylidene fluoride and 3kt hexafluoropropylene oxide expansion project and supplementary working capital.
others
[ Zte Corporation(000063) : receipt of court order issued by US court to the company]
Zte Corporation(000063) announced that the company received the court order issued by the U.S. court to the company on March 3 (U.S. time), which informed the company to participate in the hearing on the revocation of probation currently scheduled to be held on March 14 (U.S. time). The company understands that the hearing is related to the indictment of Yu Jianjun, a former employee of ZTE (TX) Inc., a subsidiary of the company, on March 18, 2021, which involves conspiracy to commit visa fraud (“visa case”). However, the company hereby informs the shareholders and potential investors of the company that according to all reasonable inquiries made by the company, the object of the visa case is Yu Jianjun, who has left the group for many years. As of the date of this announcement, the group has not been charged in the visa case.
[ Muyuan Foods Co.Ltd(002714) : pig price is expected to improve in the second half of the year]
Muyuan Foods Co.Ltd(002714) disclosed the announcement on the record of investor relations activities. In 2021, the company slaughtered 2.897 million pigs, with a capacity utilization rate of about 70%. At present, the production capacity of the company’s slaughtering business is 22 million units / year. It is expected that the production capacity of the slaughtering business will be increased to a certain extent by the end of the year. According to the current situation, the current rise of raw grain has a marginal impact on the comprehensive cost of production and operation of the company. The current outbreak of vid-19 has affected the consumption of pigs significantly in recent years. The company expects pig prices to improve in the second half of the year.
[ Bank Of Shanghai Co.Ltd(601229) : the wholly-owned subsidiary bank of Shanghai financial management was approved to start business]
Bank Of Shanghai Co.Ltd(601229) announced that the wholly-owned subsidiary of Bank of Shanghai Financial Management Co., Ltd. was approved to start business, and the registered capital of Bank of Shanghai financial management was 3 billion yuan. It is mainly engaged in the public offering of financial products to the unspecified public, non-public offering of financial products to qualified investors, financial consulting and consulting services.
