Dalian Huarui Heavy Industry Group Co.Ltd(002204) the net profit in 2021 is expected to increase by 118% – 180%; Risen Energy Co.Ltd(300118) it is proposed to invest 44.65 billion yuan in the construction of the source network load storage integration demonstration project; The drugs of many companies have been evaluated for the consistency of generic drugs; Change of actual controllers of the two companies; Shandong Shida Shenghua Chemical Group Company Limite(603026) it is proposed to rearrange and plan 100000 t / a methyl ethyl carbonate plant and other projects; Wanhua Chemical Group Co.Ltd(600309) the listing price of pure MDI in China will be reduced from January 2022; Shanghai Kehua Bio-Engineering Co.Ltd(002022) : the holding subsidiary did not cooperate with the audit work, and the company expressed the strongest indignation and condemnation
today’s highlights
▼ focus one:
Dalian Huarui Heavy Industry Group Co.Ltd(002204) the net profit in 2021 is expected to increase by 118% – 180%
Dalian Huarui Heavy Industry Group Co.Ltd(002204) : disclosure of performance forecast. The company expects to make a profit of 105-135 million yuan in 2021, an increase of 118.10% – 180.41% over the same period of last year. In 2021, the company’s operating revenue is expected to reach more than 9.1 billion yuan, with a year-on-year increase of more than 11.49%. In particular, the operating revenue of environmental protection intelligent coke oven machinery products and calcium carbide oven products has increased significantly year-on-year, driving the overall profit of the company.
▼ focus II:
Risen Energy Co.Ltd(300118) it is proposed to invest 44.65 billion yuan in the construction of the source network load storage integration demonstration project
Risen Energy Co.Ltd(300118) : the company plans to invest in the source network load storage integration demonstration project (phase II) of incremental distribution network in Guyang Jinshan Industrial Park in Guyang County, Baotou city through a wholly-owned or controlled subsidiary. The project is divided into two parts: one is manufacturing (i.e. load end): annual output of 200000 tons of metal silicon + 150000 tons of high-purity silicon + 10GW n-type high-efficiency crystal drawing + 3gw components; Second, the power generation sector (i.e. power supply side): 3.5gW photovoltaic power plant project + 1.6gw wind power plant project + energy storage project. The total investment of the project is preliminarily estimated to be 44.65 billion yuan, and the specific investment amount is determined according to the actual situation.
▼ focus III:
The drugs of several companies have been evaluated for the consistency of generic drugs
Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited(600332) : the company recently received the notice of approval of drug supplementary application approved and issued by the State Food and drug administration. The company’s drug norfloxacin capsule has passed the consistency evaluation of generic drug quality and efficacy. Norfloxacin is a third-generation quinolone antibiotic with broad-spectrum antibacterial effect, especially against aerobic gram-negative bacteria. It is clinically used for urinary tract infection, gonorrhea, prostatitis, intestinal infection, typhoid and other Salmonella infections caused by sensitive bacteria.
Teyi Pharmaceutical Group Co.Ltd(002728) : the company recently obtained the notice of approval of drug supplementary application for “captopril tablets” approved and issued by the State Drug Administration. After review, the above drugs passed the consistency evaluation of generic drug quality and efficacy. Captopril tablet is an angiotensin converting enzyme inhibitor, which is mainly used to treat hypertension and heart failure.
Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) : the company recently received the notice of approval of drug supplementary application approved and issued by the State Food and drug administration. The company’s drug rocuronium injection passed the consistency evaluation of generic drug quality and efficacy. Rocuronium injection is an auxiliary drug for general anesthesia. It is used for endotracheal intubation during routine induction anesthesia and maintaining neuromuscular block of skeletal muscle during operation.
Tianjin Tianyao Pharmaceutical Co.Ltd(600488) : Hubei TIANYAO, a subsidiary of the company, received the notice of approval for supplementary drug application for furosemide injection approved and issued by the State Drug Administration and approved the drug to pass the consistency evaluation of quality and efficacy of generic drugs. Furosemide injection belongs to the category of the national catalogue of essential drugs (2018), the category a category of the national catalogue of drugs for basic medical insurance, work-related injury insurance and maternity insurance (2020), and the clinically necessary drugs that are easy to be in shortage. The drug can be used for edema diseases, hypertension, prevention of acute renal failure, hyperkalemia and hypercalcemia, diluted hyponatremia, excessive secretion of antidiuretic hormone, acute drug poisoning, etc.
▼ focus four:
Change of actual controllers of the two companies
Dongguan Kingsun Optoelectronic Co.Ltd(002638) : on December 27, 2021, the company received the notice on planning the change of control right issued by the controlling shareholder Qinshang group. Qinshang group is planning the change of control right. The specific scheme includes but is not limited to the non-public development of shares to Li Junfeng or the subject under his control. The specific scheme shall be subject to the relevant agreements signed by all parties. If the above matters are finally reached, the controlling shareholder and actual controller of the company will be changed. The trading of the company’s shares has been suspended since the opening of the market on December 28, 2021, and the suspension is expected to be no more than 5 trading days.
Qianjiang Water Resources Development Co; Ltd(600283) : the shareholding structure of China Water Investment Co., Ltd., the controlling shareholder of the company, may change, which may involve the change of the actual controller of the company. The trading of the company’s shares shall be suspended for no more than 2 working days from the opening of the market on December 27, 2021.
Restructuring & fixed increase
Guangzhou Development Group Incorporated(600098) : according to the disclosure of the fixed increase results, the issuance price of the non-public offering of shares is 6.43 yuan / share, and the total amount raised is 5258833157.81 yuan. The issuance objects are finally determined to be 18, of which Tibet Yiwei Holding Co., Ltd., Eve Energy Co.Ltd(300014) are allocated about 500 million yuan in total. The two products under everyone asset management were allocated a total of about 450 million yuan. The controlling shareholder of the company, Guangzhou Industrial Investment Holding Group Co., Ltd., was allocated about 2 billion yuan.
Shanghai Laimu Electronics Co.Ltd(603633) : on December 27, 2021, the development and Examination Commission of CSRC examined the company’s application for non-public offering of shares. According to the audit results, the company’s application for non-public offering of shares was approved.
Nanjing Pharmaceutical Company Limited(600713) : on December 27, 2021, the development and Examination Commission of CSRC examined the company’s application for non-public offering of shares. According to the audit results, the company’s application for non-public offering of shares was approved.
major events
Anhui Zhongding Sealing Parts Co.Ltd(000887) : Chengdu WANGJIN Auto Parts Co., Ltd., a subsidiary of the company, recently received a customer’s notice that the company has become a batch supplier of chassis lightweight assembly products of a new energy brand main engine factory in China (limited to confidentiality agreement, its name cannot be disclosed). The life cycle of the project is 5 years, and the total life cycle amount is about 834 million yuan.
Zhejiang Asia-Pacific Mechanical & Electronic Co.Ltd(002284) : the company recently received a new product development notice from Great Wall Motor Company Limited(601633) . As a parts development and production supplier of Great Wall Motor Company Limited(601633) , the company will develop and produce the front brake caliper assembly products of B07 model. After receiving the notice, the company will immediately carry out follow-up work and actively promote it according to the requirements of the main engine factory.
Beijing Enlight Media Co.Ltd(300251) : according to the data of the National Film Funding office, as of 24:00 on December 26, 2021, the cumulative box office revenue (including service fee) of the film “manslaughter 2” invested and distributed by the company’s wholly-owned subsidiary was about 726 million yuan, exceeding 50% of the operating revenue of the company’s audited consolidated financial statements in the latest fiscal year. As of December 26, 2021, the company’s operating revenue from the film ranges from about 30 million yuan to 35 million yuan. At present, the film is still on display.
Beijing Hualubaina Film&Tv Co.Ltd(300291) : according to the data of the National Film Fund Office, as of 24:00 on December 26, 2021, the cumulative box office revenue (including service fee) of the film “lion boy” mainly produced and distributed by the company and its holding subsidiary Beijing wonderful time culture media Co., Ltd. was about 144 million yuan, exceeding 50% of the operating revenue of the audited consolidated financial statements of the company in the latest fiscal year. As of December 26, 2021, the company’s operating revenue from the film ranges from about 40.5 million yuan to 52 million yuan. At present, the film is still on display.
Chengdu Leejun Industrial Co.Ltd(002651) : Lijun holdings, a wholly-owned subsidiary of the company, received the letter of acceptance sent by mail from Sino Iron Pty Ltd, Australia, and confirmed that Lijun holdings was the bid winner of its project “design and supply of HPGR system at lines 1 & 2”. The bid winning project included the design of high-pressure roller mill system and the procurement of high-pressure roller mill equipment and supporting products. The total amount of the winning project is 240.3731 million yuan, accounting for 29.35% of the company’s audited operating revenue in 2020.
Western Securities Co.Ltd(002673) : the company plans to increase 300 million yuan in currency to the wholly-owned subsidiary Western futures, of which 100 million yuan will be invested by Western futures in currency to its risk management subsidiary Shanghai western Yongtang Investment Management Co., Ltd. to support the development of its risk management business; The rest of the capital increase will be used to supplement the net capital of Western futures, increase investment in information technology system construction, optimize the layout of brokerage outlets, and expand the investment of self owned funds.
Kingenta Ecological Engineering Group Co.Ltd(002470) : the company’s application to revoke the delisting risk warning and implement other risk warnings has been reviewed and approved by Shenzhen Stock Exchange. The trading of the company’s shares has been suspended for one day since the opening of the market on December 28 and resumed since the opening of the market on December 29. Since the opening of the market on December 29, the delisting risk warning was revoked and other risk warnings were implemented. The stock abbreviation was changed from ” Kingenta Ecological Engineering Group Co.Ltd(002470) ” to “St Jinzheng”, the securities code was still “002470”, and the daily rise and fall limit was still 5%.
Iflytek Co.Ltd(002230) : the company signed the investment cooperation agreement with the economic and Trade Bureau of Hefei high tech Industrial Development Zone on December 27, 2021 to invest in the construction of artificial intelligence R & D and production base (phase I). With a total investment of about 2 billion yuan and a land area of about 300 mu, the project will build the main business base of Iflytek Co.Ltd(002230) headquarters, including education business, consumer business, smart city business, core R & D platform, artificial intelligence open platform, etc.
Gepic Energy Development Co.Ltd(000791) : Chenxu Liangzhou Cecep Solar Energy Co.Ltd(000591) Power Generation Co., Ltd., a wholly-owned subsidiary of the company, Gansu Jiuquan Huineng Wind Power Development Co., Ltd., plans to invest in the construction of Liangzhou Jiuduntan 50MW photovoltaic project, with a total dynamic investment of 286695300 yuan and a total construction period of 6 months.
Yichang Technology: Hefei Yichang New Energy Technology Co., Ltd., a subsidiary of the company, plans to sign an agreement with the people’s Government of Wushan Town, Changfeng county to invest in the construction project of Hefei Yichang new energy industry base in Wushan Town, Changfeng County, and plans to engage in relevant business activities after the project is completed. The project includes new energy vehicle power lithium electric heat exchange, liquid cooling plate components and management system; Exterior decoration assemblies and components of new energy vehicles; Interior parts of new energy vehicles; The R & D and production base of mobile energy storage power supply and other projects, with a total investment of 1.5 billion yuan.
Shandong Shida Shenghua Chemical Group Company Limite(603026) : up to now, the 50000 T / a dimethyl carbonate project, the 4000 T / a silicon carbon cathode material project and the 5000 t / a power battery material project have not obtained the project land, and the land supporting utilities have not met the project construction conditions. According to the needs of the company’s development planning, the project was re planned, and it was decided to terminate the project and cancel the wholly-owned subsidiary established for the project. The 5000 t / a power battery additive project (phase II) was re planned and the preparation and construction were terminated.
The company rearranges and plans 100000 t / a methyl ethyl carbonate plant project, 20000 t / a silicon-based negative electrode project and 11000 T / a additive project. It is estimated that the above projects will invest 487 million yuan, 733.24 million yuan and 280 million yuan respectively.
Angel Yeast Co.Ltd(600298) : in combination with the impact of external business environment changes such as the sharp rise of upstream raw materials of Hongyu packaging materials on its production and operation, as well as comprehensive consideration of capital market environment changes and future business strategic positioning, it is necessary to re arrange the capital operation plan. Through full communication and careful demonstration with relevant parties, it is proposed to terminate the spin off of Hongyu packaging materials, its subsidiary, to the gem of Shenzhen Stock Exchange, and withdraw the relevant listing application documents.
The company announced on the same day that in order to promote the in-depth development of the European market, the company plans to establish a wholly-owned subsidiary in Germany to carry out market development, product sales, technical services, brand publicity, product R & D and other businesses. The project amount is RMB 10 million; In order to promote the in-depth development of the North American market, the company plans to establish a wholly-owned subsidiary in the United States to carry out market development, product sales, technical services, brand publicity, product R & D and other businesses. The project amount is RMB 9.75 million. In addition, the subsidiary Binzhou company plans to purchase relevant assets of Shandong Binzhou xintianyang Chemical Co., Ltd. to meet the land demand of subsequent development projects. The project amount is 40.943 million yuan.
Tianyu Eco-Environment Co.Ltd(603717) : the company plans to establish Shanghai Tianyu Eco-Environment Co.Ltd(603717) Energy Technology Co., Ltd. with a capital contribution of 300 million yuan to carry out the development, investment, construction and operation of “distributed photovoltaic integration” power stations.
Huayu Automotive Systems Company Limited(600741) : the wholly-owned subsidiary industrial transportation plans to sell its 27% equity of Shanghai Valeo automobile motor wiper system Co., Ltd. (hereinafter referred to as Valeo wiper) to Valeo international holdings at the price of 397955733.48 yuan. After the completion of this transaction, industrial transportation will no longer hold the equity of Valeo wiper. Valeo wiper mainly develops and produces automotive wiper systems and related parts. Its main customers are SAIC Volkswagen, SAIC GM, FAW Volkswagen, Changan Ford and other vehicle enterprises.
Wanhua Chemical Group Co.Ltd(600309) : since January 2022, the listing price of the company’s aggregated MDI market in China is 21500 yuan / ton (no change compared with December 2021); The listing price of pure MDI is 22500 yuan / ton (1300 yuan / ton lower than that in December 2021).
Ningbo Tuopu Group Co.Ltd(601689) : in order to meet the rapidly growing order demand of new energy customers in Southwest China, especially in Chongqing, the company plans to set up a new wholly-owned subsidiary Tuopu automobile chassis system (Chongqing) Co., Ltd. (tentative name) in Shapingba District, Chongqing, with a registered capital of 500 million yuan.
Ming Yang Smart Energy Group Limited(601615) : the company will sell 100% equity of its wholly-owned subsidiary Yangjiang Mingyang offshore wind power development Co., Ltd. (hereinafter referred to as “Yangjiang Mingyang”) to China Three Gorges Renewables (Group) Co.Ltd(600905) , with a transaction consideration of 1757415000 yuan. The transaction is expected to be completed in 2022. After the completion of the transaction, the total after tax profit in 2022 is expected to increase by 438.4203 million yuan.
Zhejiang Longsheng Group Co.Ltd(600352) : the company and Shangyu subsidiary recently submitted a written application and resumption plan to the relevant departments of the territorial Government. After being reviewed and approved by the relevant departments of the territorial Government, the company and Shangyu subsidiary began to resume work and production comprehensively and orderly from December 26, 2021.
Bsm Chemical Co.Ltd(300796) : at present, the company has met the requirements of the implementation opinions on orderly resumption of work and production of industrial enterprises in Shangyu district. Upon the application of the company and the approval of local government departments, the company’s plant in Shangyu District, Shaoxing City, Zhejiang Province began to resume production in an orderly manner on December 27, 2021.
Beijing Capital Development Co.Ltd(600376) : the company plans to publicly issue corporate bonds to professional investors. The total face value of the bonds will not exceed 6 billion yuan. The funds raised will be used to repay various interest bearing debts that are about to expire (or resale), supplement working capital, mergers and acquisitions and other purposes permitted by laws and regulations.
Guanghui Energy Co.Ltd(600256) : in order to realize the exploration target of the crude oil block of Kazakhstan Zhaisang oil and gas project as soon as possible and quickly enter the production stage, seize the favorable opportunity of relatively high and stable international crude oil prices, Tarbagatay munay LLP of the Republic of Kazakhstan, a joint-stock subsidiary of Guanghui petroleum, a wholly-owned subsidiary of the company, and Anhui Everbright Mining Investment Co., Ltd. jointly signed the Zhaisang block operation agreement on oil and gas exploration and development operation under the Zhaisang block contract project.
Five trap structures have been found in this block, and two oil and gas zones have been identified. The C1 + C2 reserves of Permian reservoirs in the main block are 258 million tons, and the C3 reserves are nearly 400 million tons. The Jurassic C1 + C2 reserves in the main + east block are 43.36 million tons, and the crude oil reserves are huge. It is expected to build a large-scale oilfield with an annual production capacity of more than 2 million tons.
Taiyuan Lionhead Cement Co.Ltd(600539) : the company plans to establish a beauty brand joint venture with Yajin international trade and Yaoen e-commerce. The company holds 50% of the equity of the joint venture with 10 million yuan. Meanwhile, Yajin international trade entrusts 25% of the total voting rights corresponding to its equity to the company indefinitely and handles the equity pledge registration. After the company and Yaoen e-commerce have completed equity incentive to the core operation and management team, the company holds 40% of the equity of the joint venture and controls 65% of the voting rights of the joint venture by accepting the entrustment of voting rights. The company said that the establishment of the joint venture can form a good channel supplement to the existing beauty agency channel business of the company and its holding subsidiaries and the subsequent establishment of consumer goods brand strategies such as self owned beauty.
The company announced on the same day that its holding subsidiary Hangzhou Quentin Technology Co., Ltd. plans to apply to the National SME share transfer system for termination of listing.
Fujian Longma Environmental Sanitation Equipment Co.Ltd(603686) : upon the application of the company and the examination and approval of Shanghai Stock Exchange, the securities abbreviation of the company is changed from ” Fujian Longma Environmental Sanitation Equipment Co.Ltd(603686) ” to “fulongma” from January 4, 2022, and the securities code of the company remains unchanged.
Zhonglu.Co.Ltd(600818) : Zhonglu advantage, a 99% subsidiary of the company, reduced Road Environment Technology Co.Ltd(688156) 2206300 shares from September 28, 2021 to December 27, 2021, and obtained a total capital of 37.6935 million yuan. The sale of stock assets has not deducted relevant taxes, commissions and financial consulting fees, resulting in a revenue of about 10.2913 million yuan, accounting for about 10.70% of the company’s audited net profit attributable to the shareholders of the listed company in 2020. After this reduction, Zhonglu advantage still holds Road Environment Technology Co.Ltd(688156) 3193700 shares, accounting for 3.48% of the total share capital of Road Environment Technology Co.Ltd(688156) .
Kingland Technology Co.Ltd(000711) : the company received the notice from the seal administrator, who accidentally lost the company’s official seal and the personal seal of legal person Yang Rengui due to poor management. In order to reduce and control the losses and risks caused to the company by the loss of the above seals, the company has arranged staff to handle the re engraving of seals.
Shanghai Kehua Bio-Engineering Co.Ltd(002022) : the company holds 62% of the equity of Tianlong company according to law and is the controlling shareholder of Tianlong company. Tianlong company, as the holding subsidiary of the company, is included in the scope of the company’s consolidated financial statements. Tianlong company made it clear that it was unable to cooperate with the company’s pre-trial accounting statements and subsequent audit work on the grounds that there was a risk of leakage of trade secrets in opening financial data to the company. The company believes that the so-called “reasons” put forward by Tianlong in the audit response letter are completely lack of factual and legal basis! The company expresses its strongest indignation and condemnation for the behavior of some directors and senior managers of Tianlong company, such as Li Ming, who ignore the rules of the securities market and the requirements of the company’s standardized operation and ignore the interests of listed companies and their minority shareholders!
increase / decrease
Poten Environment Group Co.Ltd(603603) : SDIC innovation plan, a shareholder holding 12.88%, reduces its holdings of no more than 53821370 shares of the company through centralized bidding transaction, block transaction and agreement transfer, that is, no more than 12.88% of the total share capital of the company. Among them, the shares reduced by centralized bidding trading shall not exceed 3% of the total share capital of the company, the shares reduced by block trading shall not exceed 10% of the total share capital of the company, and the shares reduced by agreement transfer shall not exceed 3% of the total share capital of the company.
Shanghai Shen Lian Biomedical Corporation(688098) : UBI, a shareholder holding 15.13%, plans to reduce its holdings of no more than 12319320 shares of the company’s shares by means of centralized bidding and block trading, that is, no more than 3% of the company’s total share capital.
Chengdu Rainbow Appliance(Group) Shares Co.Ltd(003023) : the two silicon valley paradise funds Ruiyan investment and Tongwei Yinke, which hold 4000000 shares of the company (accounting for 4.94% of the company’s total share capital), plan to reduce the company’s shares by means of block trading and / or centralized bidding trading within 6 months after 15 trading days from the announcement date, accounting for 4.94% of the company’s total share capital.
summary of suspension and resumption
resumption company:
Bright Oceans Inter-Telecom Corporation(600289) (600289)
Suspended company:
Dongguan Kingsun Optoelectronic Co.Ltd(002638) (002638)、 Kingenta Ecological Engineering Group Co.Ltd(002470) (002470)
(Shanghai Securities News)
