Market in recent week
Defense industry (Shenwan) index (- 1.54%), industry (Shenwan) ranking (20 / 31); Shanghai Composite Index (- 0.39%), Shenzhen Component Index (- 1.06%), gem index (- 4.00%);
Top five increases: Yunnan Xiyi Industrial Co.Ltd(002265) (+ 27.92%), Beijing Tianyishangjia New Material Corp.Ltd(688033) (+ 9.40%), Anhui Truchum Advanced Materials And Technology Co.Ltd(002171) (+ 9.12%), Donghua Testing Technology Co.Ltd(300354) (+ 9.11%), Avicopter Plc(600038) (+ 8.81%);
Top five declines: visualisation Technology (- 15.92%), Western Metal Materials Co.Ltd(002149) (- 14.90%), Hunan Tyen Machinery Co.Ltd(600698) (- 14.14%), Hwa Create Corporation(300045) (- 12.40%), Hebei Sinopack Electronic Technology Co.Ltd(003031) (- 12.23%).
Important events and announcements
On December 17, China Cssc Holdings Limited(600150) announced that its subsidiaries received 30.2925 million yuan of government subsidies, mainly for scientific research special subsidies for undertaking national designated tasks, which are revenue related government subsidies
On December 18, Cssc Science & Technology Co.Ltd(600072) wholly owned subsidiary China Shipbuilding Ninth Design and Research Institute Engineering Co., Ltd. and Shanghai Shanghai Waigaoqiao Free Trade Zone Group Co.Ltd(600648) Shipbuilding Co., Ltd. signed the letter of responsibility for the objectives of high-tech ship scientific research projects, which will study the key technologies for the design and construction of typical residential compartments and public areas of luxury cruise ships. The total research fund is RMB 37500000.00, of which, The amount of government subsidy involved is RMB 30000000.00.
On December 19, Chengdu Spaceon Electronics Co.Ltd(002935) issue the 2021 A-share restricted stock incentive plan (Draft), the incentive tool used in the incentive plan is restricted stock. It is proposed to grant 5 million shares to the incentive objects, accounting for about 2.4% of the total share capital of the company when the incentive plan is signed. Among them, 4.6 million shares are granted for the first time and 400000 shares are reserved. The incentive objects are the directors, senior managers and management, technology and industry that have a direct impact on the company’s operating performance and sustainable development There are 88 business backbones in total, accounting for about 14.92% of the total number of the company by the end of 2020. The price of each restricted stock granted by the company to the incentive object is 17.49 yuan. The incentive plan is valid for 6 years.
On December 20, Xi’An Tian He Defense Technology Co.Ltd(300397) announced that Xi’an Tianwei Electronic System Engineering Co., Ltd., a wholly-owned subsidiary, recently signed an order contract with a Chinese military department, with a total contract amount of 90 million yuan.
On December 20, Guangdong Hongda Blasting Co.Ltd(002683) is planning to issue shares and pay cash to purchase 100% equity of Shengli civil explosion held by all shareholders of Inner Mongolia Shengli civil explosion Co., Ltd.
On December 21, Addsino Co.Ltd(000547) announced that after active communication and agreement with other shareholders of Chongqing Jinmei and aerospace Xintong, aerospace Xinxiang Addsino Co.Ltd(000547) issued additional equity to acquire 69.23% equity of Chongqing Jinmei held by Addsino Co.Ltd(000547) .
On December 21, Aerospace Hi-Tech Holding Group Co.Ltd(000901) group’s official website disclosed that a special promotion meeting for the three-year reform action was held. By the end of November 2021, the overall progress of the three-year reform action of the group company had reached 76%, exceeding the 70% annual work target required by the SASAC of the State Council of the State Council, and it is expected to reach 80% in 2021.
On December 22, with the completion of the flight test of the last batch production aircraft, the goal of Avic Xi’An Aircraft Industry Group Company Ltd(000768) 2021 annual flight test mission was completed, winning the battle of ending the mission of the whole year.
On December 23, Geovis Technology Co.Ltd(688568) announced that it had signed a sales contract related to business in special fields with a unit, with a contract amount of RMB 506847000, involving software development, hardware procurement and system integration.
On December 23, Chengdu M&S Electronics Technology Co.Ltd(688311) and its wholly-owned subsidiaries Chengdu Mengsheng Technology Co., Ltd. and Chengdu Guowei Communication Technology Co., Ltd. received a total of 10745100.00 yuan of government subsidies related to income from October 1, 2021 to December 21, 2021.
On December 23, Guangzhou Haige Communications Group Incorporated Company(002465) announced that the proposal on investment in the establishment of Beidou industry company was approved, and invested 50 million yuan with its own funds to establish a wholly-owned subsidiary “Haige Jingwei”
On December 23, Piesat Information Technology Co.Ltd(688066) announced the signing of major contracts for daily operation, with a contract amount of 279 million.
On December 23, from January 1, 2021 to the disclosure date of this announcement, Chengdu Tianjian Technology Co.Ltd(002977) received a cumulative government subsidy of RMB 16.0443 million, including income related government subsidy of RMB 8.4443 million, accounting for more than 10% of the audited net profit of the company in the latest fiscal year
On December 23, Guangdong Hongda Blasting Co.Ltd(002683) plans to change the company name and securities abbreviation. After the change, the company name is renamed Guangdong Hongda Holding Group Co., Ltd. and the securities abbreviation is renamed “Guangdong Hongda”.
On December 23, CASIC held a leading group meeting on comprehensively deepening reform to accelerate the three-year action task of reform. The meeting pointed out that the three-year action of reform of the group company has made good progress on the whole, and the annual work goal of “more than 70%” has been completed ahead of schedule, and the main quantitative assessment indicators have been exceeded. It is estimated that by the end of 2021, the completion rate of the three-year action account of the group company’s reform can reach more than 80%.
On December 24, Geovis Technology Co.Ltd(688568) wholly owned subsidiary received a subsidy of 100 million yuan.
On December 24, the last aircraft of the aviation industry Hafei batch production flight test mission completed the flight test and landed steadily, marking that Hafei completed the annual batch production flight test mission one week ahead of schedule.
On December 26, according to China Aviation Industry Group Co., Ltd., the 1003 ag600 “Kunlong” amphibious aircraft independently developed by the aviation industry realized the final assembly and off the shelf in Zhuhai, marking the formal completion of the installation of the aircraft body structure and airborne system, fully entering the ground joint commissioning and joint test stage, and another significant progress was made in the project development.
