today’s highlights
▼ focus one:
Advance increase of net profit of the two companies in 2021
Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) : disclosure of performance forecast. The company expects a profit of 1188.046 million yuan to 1425.6055 million yuan in 2021, an increase of 150% – 200% over the same period of last year. During the reporting period, the market of rutile titanium dioxide, the company’s main product, was in a boom cycle, the product supply was in short supply, and the sales price increased significantly year-on-year.
Shenzhen Tagen Group Co.Ltd(000090) : disclosure of performance forecast. The company expects to make a profit of 1780 million yuan to 2080 million yuan in 2021, an increase of 19.77% – 39.96% over the same period of last year. During the reporting period, the income carried forward from real estate business increased, driving the increase of net profit over the same period of last year; The completion of tax liquidation of relevant real estate projects has affected the net profit by about 700 million yuan; It is estimated that the provision for inventory impairment of some developed products outside Shenzhen will affect the net profit by about 300 million yuan.
▼ focus II:
Sichuan Yahua Industrial Group Co.Ltd(002497) disclose the equity incentive plan: the cumulative revenue of lithium business in three years shall not be less than 10 billion yuan
Sichuan Yahua Industrial Group Co.Ltd(002497) disclose the restricted stock incentive plan for 2021 (Draft). The number of restricted shares to be granted to incentive objects in the incentive plan is 12042100, accounting for 1.04% of the total share capital of the company on the announcement date of the draft incentive plan. There are 14 incentive objects granted by the incentive plan, and the grant price is 14.39 yuan / share. The lifting of restrictions on the sale of restricted shares granted and the performance evaluation objectives are: the cumulative operating income of lithium business in 2021 and 2022 shall not be less than 5 billion yuan; The cumulative operating revenue of lithium business in 2021, 2022 and 2023 shall not be less than 10 billion yuan.
▼ focus III:
Shanghai Putailai New Energy Technology Co.Ltd(603659) the subsidiary plans to build 20000 t / a PVDF and 45000 T / a R142b projects with 1.4 billion yuan
Shanghai Putailai New Energy Technology Co.Ltd(603659) : the company’s holding subsidiary Ruyuan Guangdonghectechnologyholdingco.Ltd(600673) fluororesin Co., Ltd. (hereinafter referred to as ” Guangdonghectechnologyholdingco.Ltd(600673) fluororesin”) has reached a preliminary investment intention with the government of Ruyuan Yao Autonomous County, Shaoguan City, Guangdong Province. The company plans to further expand the capacity construction plan on the basis of the original plan, and plans to build 20000 t / a PVDF and 45000 T / a R142b projects through Guangdonghectechnologyholdingco.Ltd(600673) fluororesin, The total investment of the project is about 1.4 billion yuan. After the capacity expansion, it will form a complete supporting with the existing 5000t PVDF capacity of Guangdonghectechnologyholdingco.Ltd(600673) fluororesin, and finally form a 25000t / a PVDF capacity and a supporting 45000 T / a R142b raw material capacity.
▼ focus four:
Shanghai Lingang Holdings Co.Ltd(600848) it is proposed to establish Shanghai Lingang Holdings Co.Ltd(600848) hydrogen energy industry development Co., Ltd. with the actual controller
Shanghai Lingang Holdings Co.Ltd(600848) : the company plans to jointly invest and establish Shanghai Lingang Holdings Co.Ltd(600848) hydrogen energy industry development Co., Ltd. with Shanghai Lingang Holdings Co.Ltd(600848) economic development (Group) Co., Ltd. (hereinafter referred to as “Lingang group”), the actual controller of the company. The registered capital of Lingang hydrogen energy company is 100 million yuan, of which the company plans to invest 500 million yuan, accounting for 50% of the shares of Lingang hydrogen energy company; Lingang group plans to invest 500 million yuan, accounting for 50% of the shares of Lingang hydrogen energy company.
The company said that Lingang hydrogen energy company focuses on the in-depth integration of hydrogen energy industry chain resources. Relying on the rapid development of hydrogen energy industry opportunities in Lingang New Area and Lingang group’s participation in the development and operation of rich hydrogen energy application scenario resources in the park, Lingang hydrogen energy company expands the commercial operation of hydrogen energy in transportation, construction, energy and other fields, forming a new energy industry agglomeration effect with hydrogen energy as the theme; At the same time, the company will vigorously cultivate key enterprises in the core link of the hydrogen energy industry chain, and help the port new area to build into a pilot area, comprehensive demonstration area and industrial leading area for hydrogen energy development in Shanghai and even the whole country.
▼ focus five:
Termination of asset restructuring of the two companies
Wuhan National Pharmaceutical Technology Co.Ltd(600421) : the company originally planned to purchase 100% equity of Shanghai Xinchao Biotechnology Co., Ltd. Due to the large number of counterparties involved in the matter and the great differences in the needs of all parties, especially the agreement on the commitment and compensation of the counterparties’ unemployment performance, the company decided to terminate the issue of shares to purchase assets after full discussion with relevant parties. The trading of the company’s shares will resume from the opening of the market on December 29, 2021.
Tibet Tourism Co.Ltd(600749) : previously, the listed company planned to issue shares to ENN holding Investment Co., Ltd. and pay cash to buy 100% equity of Beihai Xinyi cruise ship Co., Ltd. Taking into account the capital market environment and the actual situation of the listed company and other factors, after careful research and friendly negotiation, both parties to the transaction unanimously decided to terminate the transaction.
Restructuring & fixed increase
Cssc Science & Technology Co.Ltd(600072) : the indirect controlling shareholder China Cssc Holdings Limited(600150) group is currently planning major events related to the company, which is expected to involve the issuance of shares to purchase 100% equity of China Cssc Holdings Limited(600150) haizhuang Wind Power Co., Ltd., 88.58% equity of China Cssc Holdings Limited(600150) Group Wind Power Development Co., Ltd., 100% equity of CSIC Haiwei (Xinjiang) new energy Co., Ltd Luoyang Shuangrui wind power blade Co., Ltd. has 44.64% minority equity and China Shipbuilding Heavy Industry (Wuhan) lingjiu Electric Co., Ltd. has 10% minority equity, and plans to raise supporting funds. This transaction constitutes a connected transaction and is expected to constitute a major asset restructuring, which will not lead to the change of the actual controller of the company. The trading of the company’s shares will be suspended from December 29, 2021, and it is expected that the suspension will not exceed 10 trading days.
Zhewen Interactive Group Co.Ltd(600986) : the company plans to issue non-public shares at an issue price of 4.85 yuan / share. The issuing object is Bowen investment, a wholly-owned subsidiary of Zhejiang cultural investment, the indirect controlling shareholder of the company. The total amount of funds raised does not exceed 80 million yuan. After deducting the issuance expenses, it is proposed to be used for AI intelligent marketing system project, live broadcast and short video intelligent marketing ecological platform project, repayment of bank loans and supplement working capital.
major events
Advanced Micro-Fabrication Equipment Inc.China(688012) : in order to improve the business layout, the company plans to invest 100 million yuan in Shanghai ideal wanlihui Film Equipment Co., Ltd. (hereinafter referred to as “ideal wanlihui”) and subscribe for an additional registered capital of 4.24028 million yuan. The shareholding ratio of the company has increased from 3.6929% to 4.7735%. Ideal wanlihui is committed to realizing domestic substitution, cost reduction and efficiency increase of equipment in the field of Cecep Solar Energy Co.Ltd(000591) battery heterojunction. The developed mass-produced VHF-PECVD equipment helps customers obtain heterojunction battery conversion efficiency of 26.30%. Ideal wanlihui has Shanghai R & D center and Taixing production base, with an annual production capacity of more than 15gw.
Hunan Haili Chemical Industry Co.Ltd(600731) : the company plans to acquire 100% equity of Hunan Haili Chemical Industry Co.Ltd(600731) lithium battery technology Co., Ltd. (hereinafter referred to as “lithium battery company”) held by Haili group for 97.7737 million yuan. Lithium battery company is a high-tech enterprise specializing in the research, production and sales of lithium battery cathode materials. At present, its main products include power lithium manganate, high-capacity lithium manganate, ternary materials and other products. The products are mainly used in energy storage equipment, power vehicles and high-end electronic products. The company has an annual production capacity of 5000 tons of lithium battery cathode materials (including 4000 tons of lithium manganate), which is the largest R & D and production integration base of lithium manganate in Hunan Province. This equity acquisition is an important measure for the company to layout the new energy field.
Guangzhou Tinci Materials Technology Co.Ltd(002709) : the company plans to set up a wholly-owned subsidiary to invest in the construction of the “200000 t / a lithium battery electrolyte project”, with a total investment of 819.899 million yuan and a construction period of 12 months.
Zhejiang Yongtai Technology Co .Ltd(002326) : the production workshops of the company’s holding subsidiaries Shaowu Yongtai high tech materials Co., Ltd. “lithium hexafluorophosphate project with an annual output of 6000 tons” and “lithium difluorosulfimide project with an annual output of 400 tons” have completed the equipment installation and commissioning. The trial production scheme was reviewed and approved by experts on December 27, 2021. The project has the conditions for commissioning and officially entered the trial production stage.
Cngr Advanced Material Co.Ltd(300919) : the company and Xiamen Xiangyu Co.Ltd(600057) signed the strategic cooperation framework agreement on December 25, 2021. The two sides decided to establish long-term close cooperation in the fields of raw material supply guarantee, nickel resource development cooperation and supply chain guarantee cooperation. In terms of raw material supply guarantee, the two sides expect to achieve cooperation in the supply of nickel and cobalt raw materials with an amount of about 80000 tons of nickel metal and 15000 tons of cobalt metal in the five-year period from 2022 to 2027. Under the same conditions, Xiamen Xiangyu Co.Ltd(600057) and its affiliated enterprises shall give priority to the supply of high-quality products to Cngr Advanced Material Co.Ltd(300919) and its affiliated enterprises, and the price of nickel and cobalt raw materials sold to Cngr Advanced Material Co.Ltd(300919) and its affiliated enterprises shall not be higher than the price sold to a third party. The specific supply volume and price shall be specified in a separate purchase and sales framework agreement signed by both parties.
Shanghai Shibei Hi-Tech Co.Ltd(600604) : Shibei development, a wholly-owned subsidiary of the company, signed the Shanghai real estate sales contract with Shanghai Jing’an District Center for Disease Control and Prevention (hereinafter referred to as “Jing’an disease control”). Jing’an disease control transferred the real estate located at No. 221, JIANGCHANG Third Road, Jing’an District, Shanghai, which is held by Shibei development. The building area of the house is 6547.21 square meters, and the total transfer price of the above real estate is 248793980.00 yuan. The total net profit expected from the smooth performance of this contract accounts for more than 50% of the audited net profit attributable to the parent company in 2020, which is expected to have a positive impact on the company’s operating revenue and net profit.
The company announced on the same day that Xinyun investment, a wholly-owned subsidiary of the company, signed the Shanghai real estate sales contract with Shanghai Information Investment Co., Ltd. (hereinafter referred to as “Shanghai Information Investment”). The real estate located at No. 25 and No. 26, Lane 1401, JIANGCHANG Road, Jing’an District, Shanghai, transferred by Xinyun investment, with a construction area of 5633.03 square meters, and the total transfer price of the above real estate is 270385440.00 yuan. The total net profit expected from the smooth performance of this contract accounts for more than 50% of the audited net profit attributable to the parent company in 2020, which is expected to have a positive impact on the company’s operating revenue and net profit.
Shanghai Construction Group Co.Ltd(600170) : the company has received the letter of acceptance for the construction of phase III expansion project of Bailonggang sewage treatment plant, and the bid price of the project is 5007217300 yuan. The planned construction period is 1432 calendar days.
San Yang Ma (Chongqing) Logistics Co.Ltd(001317) : in view of the abnormal fluctuation of the company’s stock trading, the company conducted a self-examination according to relevant regulations. After verification, the company, the controlling shareholder and the actual controller have no major events that should be disclosed but not disclosed about the company, or major events in the planning stage. Recently, the company’s operation and internal and external business environment have not changed significantly, and the current operation is normal. The trading of the company’s shares will resume from the opening of the market on December 29, 2021.
Landai Technology Group Corp.Ltd(002765) : the company’s subsidiaries Chongqing Landai transmission Co., Ltd. and Chongqing Landai Transmission Machinery Co., Ltd. have successively received the supplier fixed-point notice from the customer grebo Intelligent Power Technology Co., Ltd. / gezhikong intelligent power (Shanghai) Co., Ltd. (hereinafter referred to as “grebo”). Grebo focuses on the development and production of new energy electric drive assemblies, provides power supply drive assembly system solutions for Shanxi Guoxin Energy Corporation Limited(600617) automobile manufacturers, and provides long-term and stable batch supply for many first-line automobile enterprises in China in terms of pure electric passenger vehicle drive systems. The new energy reducer assembly and motor shaft products developed by the company and its subsidiaries will be applied to many new energy vehicle projects, and the sales volume in the product life cycle is about 300000 sets.
Camel Group Co.Ltd(601311) : on December 28, 2021, camel Group Wuhan New Energy Technology Co., Ltd., a wholly-owned subsidiary of the company, and Three Gorges Energy Management Engineering Co., Ltd., a wholly-owned subsidiary of Three Gorges electric energy, signed the sales and service contract of 15MW / 30mwh energy storage system of camel group Xiangyang battery Co., Ltd. and the sales and service contract of 10MW / 20mwh energy storage system of Luotuo group Huazhong Battery Co., Ltd, Three Gorges Energy Management Engineering Co., Ltd. purchased 15MW / 30mwh energy storage system and 10MW / 20mwh energy storage system from camel New Energy Technology Co., Ltd.
Zhejiang Jinggong Science & Technology Co.Ltd(002006) : on November 19, 2021, the company disclosed the carbon fiber production line to be purchased by the company for winning the bid of Jilin Chemical Fibre Co.Ltd(000420) 12000t / a carbon fiber composite product project (EPC). On December 28, 2021, the company has officially signed the purchase and sales contract of carbonization line device with Jilin Chemical Fibre Co.Ltd(000420) , with a total contract amount of 680 million yuan (including tax), accounting for 63.56% of the company’s total audited operating revenue in 2020. According to the contract, the company will provide Jilin Chemical Fibre Co.Ltd(000420) with four carbon fiber production lines.
Shenzhen Woer Heat-Shrinkable Material Co.Ltd(002130) : on December 28, 2021, Shanghai Securities Regulatory Bureau accepted the application materials submitted by Shanghai Kete, the holding subsidiary of the company, for guidance and filing for public offering of shares to unspecified qualified investors and listing on Beijing stock exchange, and confirmed that the guidance registration date was December 28, 2021.
China Energy Engineering Corporation Limited(601868) : Gezhouba, the holding subsidiary of the company, plans to transfer 75% of its equity of China Gezhouba Group Financial Leasing Co., Ltd. to China Energy Construction Group Financial Leasing Co., Ltd. at a transfer price of 236223880.24 yuan.
Beijing Kawin Technology Share-Holding Co.Ltd(688687) : innovative biological products developed by the company α- The first subject of phase III clinical trial of 2 injection in the treatment of low replication chronic HBV infection was successfully enrolled on December 28, 2021. Peiji interferon α- 2 the hepatitis B indications for hepatitis B have been completed in phase I and II clinical trials. The results of II phase clinical trial show that the interferon is integrated into the culture. α- The efficacy and safety of injection are equivalent to those of imported drugs. This study, guided by the clinical needs of patients who are not satisfied, will break through the staging and treatment concept of hepatitis B, and provide clinical evidence-based evidence for more potential people who can be cured clinically.
Lawton Development Co.Ltd(600209) : on December 28, 2021, through friendly negotiation, the company and guohou Asset Management Co., Ltd. jointly signed the termination agreement of the strategic cooperation framework agreement between Lawton Development Co.Ltd(600209) and guohou Asset Management Co., Ltd., and unanimously agreed to terminate the original strategic cooperation framework agreement.
Sichuan Road & Bridge Co.Ltd(600039) : the wholly-owned subsidiary road and bridge group and Sichuan Zhenguang Expressway Co., Ltd. signed the general contracting contract for the construction of Tongjiang Guang’an contract section (zcbc1) of Zhenba (Sichuan Shaanxi boundary) Guang’an expressway project, which covers the civil engineering, pavement, traffic safety, greening, housing construction, construction and construction of K110 + 500 ~ k219 + 000 in bid section zcbc1 Mechanical and electrical works and corresponding repair works within the defect liability period. The total contract amount is about 12 billion yuan.
Zhejiang Qianjiang Biochemical Co.Ltd(600796) : after early project construction, the first phase of Guangyao thermal power natural gas distributed energy project has met the conditions for external heating. After several days of trial operation, it has been put into use, mainly supplying heat to enterprises in Haining Economic Development Zone. The original 265 coal-fired boiler units and equipment of Guangyao thermal power and its wholly-owned subsidiary Haining Dongshan Thermal Power Co., Ltd. have been stopped at the same time, It shall be scrapped.
China Nonferrous Metal Industry’S Foreign Engineering And Construction Co.Ltd(000758) : the Indonesian subsidiary of the company and Pt Amman mineral industry recently signed the design and construction service contract for Indonesia Oman copper smelter project. According to the contract, CNSE Indonesia is responsible for the design and construction services of the owner’s projects in South Bennett and Bennett Bay copper concentrate smelter and precious metal refinery in Indonesia. The contract price is USD 354120000, and the contract performance period is 34 months from the date of commencement of the project.
Aba Chemicals Corporation(300261) : due to the recent serious abnormal fluctuation of the company’s share price, according to relevant regulations, the company will check the serious abnormal fluctuation of stock trading. Upon the application of the company, the trading of the company’s shares has been suspended since the opening of the market on December 29, 2021 and resumed after the disclosure of the verification announcement.
Guangzhou Haozhi Industrial Co.Ltd(300503) : the company recently learned that Tang Xiuqing, the controlling shareholder, actual controller, vice chairman and general manager of the company, and Xiao Yonglin, the director, deputy general manager, Secretary of the board of directors and chief financial officer of the company, were supervised by Jinhua Public Security Bureau at their designated residence on suspicion of manipulating the securities and futures market. The relevant matters remain to be further investigated by the public security organ. This survey is a personal survey of relevant personnel of the company, not involving the company. At present, the company’s operation is normal.
increase / decrease
Yunnan Jianzhijia Health-Chain Co.Ltd(605266) : the shareholder chengdeye partnership plans to reduce its holdings by not more than 2% of the total shares of the company through call auction and block trading within 6 months after 3 trading days from the date of disclosure of the announcement of the reduction plan; Suzhou Heyi, a shareholder, intends to reduce its holdings by no more than 1.5527% of the total shares of the company through call auction and block trading within 6 months after 3 trading days from the date of disclosure of the announcement of the reduction plan.
Tianjin 712 Communication & Broadcasting Co.Ltd(603712) : Zhibo technology, the controlling shareholder, plans to reduce the number of shares of the company by block trading and centralized bidding, with a reduction ratio of no more than 3% of the total share capital of the company.
Shanghai Holystar Information Technology Co.Ltd(688330) : Pinhua investment, a shareholder holding 6.02%, plans to reduce the number of shares of the company by means of centralized bidding and block trading, with a total of no more than 2000000 shares, accounting for no more than 2% of the total share capital of the company.
summary of suspension and resumption
resumption company:
San Yang Ma (Chongqing) Logistics Co.Ltd(001317) (001317) 、 Wuhan National Pharmaceutical Technology Co.Ltd(600421) (600421)、
Qianjiang Water Resources Development Co; Ltd(600283) (600283)
Suspended company:
Cssc Science & Technology Co.Ltd(600072) (600072)、 Aba Chemicals Corporation(300261) (300261)、
Spearhead Integrated Marketing Communication Group(300071) (300071)
(Shanghai Securities News)
