[focus today]
Anhui Conch Cement Company Limited(600585) : 5 billion yuan will be invested this year to develop new energy businesses such as photovoltaic power stations and energy storage projects
In 2022, the company will invest 5 billion yuan to develop new energy businesses such as photovoltaic power stations and energy storage projects, so as to realize the full coverage of photovoltaic power generation in subordinate factories. It is expected that by the end of 2022, the installed capacity of photovoltaic power generation will reach 1GW and the annual power generation capacity will be 1 billion kwh.
Sanan Optoelectronics Co.Ltd(600703) : since the beginning of the year, more than 170 million yuan of chip purchase orders have been received from a single major international customer
Since the beginning of 2022, the company has continuously received purchase orders for mini LED chips from a single major international customer, with an amount of more than 170 million yuan, of which about 100 million yuan has been delivered from January to February, and the remaining amount will be delivered to customers in March. In addition, the company’s filter products have been certified by international important customers’ smart phones, and the company’s filter products have been purchased through China ODM factory.
Han’S Laser Technology Industry Group Co.Ltd(002008) : it is proposed to spin off its subsidiary Shenzhen Han’s Photoelectric Equipment Co., Ltd. to be listed on the gem
Through this spin off, Han’s optoelectronics, as the company’s independent platform for R & D, production and sales of semiconductor and pan semiconductor sealing and testing special equipment, will realize independent listing, enhance financial strength through listing financing, and improve the profitability and comprehensive competitiveness of semiconductor and pan semiconductor sealing and testing special equipment business
Zte Corporation(000063) : the net profit in 2021 increased by 59.93% year-on-year, and it is proposed to pay 3 yuan per 10 yuan
Zte Corporation(000063) disclosed in the annual report, the company achieved an operating revenue of 114522 billion yuan in 2021, with a year-on-year increase of 12.88%; The net profit was 6.813 billion yuan, a year-on-year increase of 59.93%; The basic earnings per share is 1.47 yuan. The company plans to distribute cash of 3 yuan (including tax) to all shareholders for every 10 shares. The operating revenue of both Chinese and international markets increased year-on-year, and the operating revenue of the three major businesses (operator network, government enterprise business and consumer business) increased year-on-year.
[company performance]
Wanhua Chemical Group Co.Ltd(600309) : the net profit in 2021 was 24.65 billion yuan, a year-on-year increase of 145.47%.
Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) : the net profit in 2021 was 1.718 billion yuan, with a year-on-year increase of 100.23%.
Ningxia Baofeng Energy Group Co.Ltd(600989) : net profit in 2021 increased by 53% year on year.
China Galaxy Securities Co.Ltd(601881) : net profit in 2021 increased by 43% year-on-year.
Shanghai Baosight Software Co.Ltd(600845) : net profit in 2021 increased by 36% year on year.
Avic Shenyang Aircraft Company Limited(600760) : net profit in 2021 increased by 15% year on year.
Shanghai M&G Stationery Inc(603899) : net profit in 2021 increased by 21% year on year.
Shanghai Zhonggu Logistics Co.Ltd(603565) : net profit in 2021 increased by 136% year-on-year.
Will Semiconductor Co.Ltd.Shanghai(603501) : the operating revenue in 2021 is about 24 billion yuan, with a year-on-year increase of about 21%.
Semiconductor Manufacturing International Corporation(688981) : the group’s total operating revenue in the first two months increased by 59.1% year-on-year
New Hope Liuhe Co.Ltd(000876) : pig sales revenue in February decreased by 32.66% month on month.
China Cssc Holdings Limited(600150) : the number of tons of civilian ships undertaken in 2021 increased by 91% year-on-year.
Baic Bluepark New Energy Technology Co.Ltd(600733) : Beijing new energy sold 1263 vehicles in February, with a year-on-year increase of 25%.
Beijing Capital Development Co.Ltd(600376) : the contracted amount from January to February was 12.243 billion yuan, a year-on-year decrease of 10%.
Universal Scientific Industrial(Shanghai)Co.Ltd(601231) : the consolidated revenue in February increased by 29% year-on-year and decreased by 16% month on month.
Tangrenshen Group Co.Ltd(002567) : pig sales revenue in February decreased by 16.95% month on month.
Liaoning Sg Automotive Group Co.Ltd(600303) : the whole vehicle sales volume in February was 173, a year-on-year decrease of 66%.
[important matters]
Zhejiang Ausun Pharmaceutical Co.Ltd(603229) : it is proposed to raise no more than 500 million yuan for projects such as characteristic APIs and key pharmaceutical intermediates.
Wuhan Hiteck Biological Pharma Co.Ltd(300683) : it is proposed to raise no more than 300 million yuan through summary procedures.
Shandong Sito Bio-Technology Co.Ltd(300583) : the controlling shareholder intends to transfer 10% of the shares of the company by agreement.
St Guoyi: it is proposed to transfer 99% equity of Shangluo hospital.
Hunan Sokan New Materials Co.Ltd(688157) : it plans to acquire about 70% of the equity of Guangdong ruitu, and the trading will be suspended from tomorrow.
Shenzhen Kexin Communication Technologies Co.Ltd(300565) : the project of centralized procurement of China mobile optical cable distribution box products with a pre bid price of 46.504 million yuan.
Miracle Automation Engineering Co.Ltd(002009) : signed a framework cooperation agreement with JD technology.
Jiangsu Sunshine Co.Ltd(600220) : Inner Mongolia Cheng’an new energy Co., Ltd. is proposed to be established with 2 billion yuan.
Tus-Design Group Co.Ltd(300500) : it is proposed to set up 240 million new energy joint ventures.
Nan Jing Xin Jie Kou Department Store Co.Ltd(600682) : the subsidiary plans to invest 629 million yuan in the life and health industry fund.
Xizi Jieneng: it is planned to use the raised fund of 1 billion yuan to increase the capital of Xizi new energy.
Qingdao Gaoce Technology Co.Ltd(688556) : sign the sales contract of photovoltaic cutting equipment of RMB 222 million.
Sunresin New Materials Co.Ltd Xi’An(300487) : sign the supply contract of lithium carbonate adsorption equipment of RMB 114 million.
Elion Clean Energy Company Limited(600277) : “Wuwei 500000 kW photovoltaic sand control” and “Mengxi Kubuqi 2 million KW photovoltaic sand control” projects have been started.
Sansure Biotech Inc(688289) : adenovirus nucleic acid detection kit (PCR fluorescent probe method) has obtained the medical device registration certificate.
[increase / decrease & repurchase]
Zhejiang Dingli Machinery Co.Ltd(603338) : Liang Jin, the Secretary of the board of directors, plans to increase his shareholding by 8-10 million yuan.
Betta Pharmaceuticals Co.Ltd(300558) : Ding Shizhe, the shareholder, plans to increase his holding of 6 Ping An Bank Co.Ltd(000001) million shares in total.
Zhejiang Hangmin Co.Ltd(600987) : the controlling shareholder plans to hold 10-15 million more shares.
Sichuan Lutianhua Company Limited(000912) : the shareholder, Sichuan Branch of Agricultural Bank of China, plans to reduce its shares by no more than 2%.
China Baoan Group Co.Ltd(000009) : the shareholder Fu’an company plans to reduce its shares by no more than 1%.
Btg Hotels (Group) Co.Ltd(600258) : the total number of shares to be reduced by the three directors is no more than 114500.
Zhejiang Chint Electrics Co.Ltd(601877) : it is planned to buy back 50 million yuan to 100 million yuan of shares within the next three trading days.
360 Security Technology Inc(601360) : it is planned to repurchase 90 million yuan to 120 million yuan of shares within the next three trading days.
Beijing Bdstar Navigation Co.Ltd(002151) : it is proposed to repurchase the company’s shares by 150200 million yuan.
[risk tips]
Qingdao Zhongzi Zhongcheng Group Co.Ltd(300208) : at present, the investor’s rkef ferronickel smelting project has not been put into operation, and the nickel ore has not been mined and sold.
Ningbo Menovo Pharmaceutical Co.Ltd(603538) : at present, the intermediates SM1 and SM2 have been commercially produced, but the revenue accounts for a relatively small proportion.
Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) reply to the letter of concern of Shenzhen Stock Exchange: the impact of the recent rise in international oil prices on future performance is still uncertain.
