[hot spot]
Qingdao Zhongzi Zhongcheng Group Co.Ltd(300208) : at present, the main business income does not involve nickel ore sales
Qingdao Zhongzi Zhongcheng Group Co.Ltd(300208) ( Qingdao Zhongzi Zhongcheng Group Co.Ltd(300208) ) on March 8, it was announced that the company’s main business income does not involve the sales of nickel ore, and the nickel ore held by the company has no impact on the company’s performance. The company has signed the enterprise agreement of Qingdao Indonesia comprehensive industrial park with the nickel iron smelting investor of Qingdao Indonesia Comprehensive Industrial Park, and the company can supply nickel ore to it. However, at present, the investor’s rkef nickel iron smelting project has not been put into operation, so the company’s nickel ore has not been mined and sold.
Metallurgical Corporation Of China Ltd(601618) : there is no nickel futures business at present
Metallurgical Corporation Of China Ltd(601618) ( Metallurgical Corporation Of China Ltd(601618) ) said on the interactive platform that Metallurgical Corporation Of China Ltd(601618) as a listed company of central enterprises, strictly abides by the regulatory requirements of SASAC on prudently developing financial derivatives business, and there is no nickel futures business at present. At present, the sharp and rapid rise of international nickel futures prices has been divorced from the fundamentals due to geopolitical, low inventory and financial trading factors; As an important international wet nickel production and technology export enterprise, the high price is naturally beneficial to the company, but we should also pay attention to the undertaking capacity of the downstream market in the short term, and consider the healthy development of the whole new energy industry chain in the medium and long term.
Ningbo Ronbay New Energy Technology Co.Ltd(688005) : the company has normal production and operation and does not participate in nickel futures trading
Ningbo Ronbay New Energy Technology Co.Ltd(688005) ( Ningbo Ronbay New Energy Technology Co.Ltd(688005) ) announced on March 8 that the company’s raw material supply is normal and the raw material inventory cycle is maintained within a reasonable range. The rise of metal nickel price will not affect the profitability of the company in the short term. The company does not participate in nickel futures trading. At present, due to panic and speculation in the futures market, nickel prices have risen rapidly in the short term. In the long run, from the perspective of nickel supply and demand balance, the current high price state is unsustainable.
Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) : the impact of the recent rise in international oil prices on future performance is still uncertain
Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) ( Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) ) replied to the letter of concern of Shenzhen Stock Exchange on the evening of March 8, saying that although the international crude oil price continued to rise, most of the service items of the company’s main customers in 2021 were still settled at the price after the price reduction in 2020. At present, except that the settlement price of oil and water well overhaul and other businesses has returned to the normal level since September 2021, the settlement price of other business items of the company has not been restored. Therefore, the impact of the recent rise in international oil prices on the company’s future performance remains uncertain. At the same time, the motor equipment used in the company’s main oil service business mainly uses gasoline and diesel as the power fuel, and the rising price of refined oil will partially increase the operating cost.
Time Publishing And Media Co.Ltd(600551) : relevant children’s products account for a small proportion in the company’s business
Time Publishing And Media Co.Ltd(600551) ( Time Publishing And Media Co.Ltd(600551) ) on March 8, it was announced that about the company’s involvement in market hot concepts such as infant and child care, the relevant information is introduced as follows: book publishing has always been the company’s main business, and relevant children’s products account for a small proportion in the company’s business.
Yunnan Energy Investment Co.Ltd(002053) : at present, the company has not actually engaged in photovoltaic business
Yunnan Energy Investment Co.Ltd(002053) ( Yunnan Energy Investment Co.Ltd(002053) ) on March 8, the company issued a stock trading announcement, saying that the company was concerned about the recent public media reports on the relevant news of nine departments including the Ministry of science and technology supporting Yunnan to build a “photovoltaic capital of the world”. Up to now, the company has not actually engaged in photovoltaic business. The company and Huaning County Government have previously signed the Huaning County photovoltaic project investment and development agreement. In the future, the performance of the agreement and the business performance after the project is put into operation may be affected by national policies, laws and regulations, industry macro environment, changes in project construction cycle and other aspects, and there are still uncertainty risks. With regard to the listing of “Pu’er salt” high-end series products, the operation and promotion of new products need a certain cultivation cycle, and the future sales situation depends on many factors such as market recognition and the development of the industry market.
Ningbo Menovo Pharmaceutical Co.Ltd(603538) : intermediates SM1 and SM2 have been commercially produced, but their revenue accounts for a small proportion
Ningbo Menovo Pharmaceutical Co.Ltd(603538) ( Ningbo Menovo Pharmaceutical Co.Ltd(603538) ) on March 8, it was announced that investors were concerned about “whether the company involves SM1, SM2, T17 and pf-07321332 related intermediate products”. After verification, the company has realized commercial production of intermediate products SM1 and SM2, but the revenue accounts for a relatively small proportion, which does not have a significant impact on the company’s performance. T107337337 orders not currently undertaken by pf-337 The company is promoting the application for international MPP authorization, but has not obtained relevant authorization.
Wangfujing Group Co.Ltd(600859) : still making every effort to promote the preparation for the implementation of tax-free business
Wangfujing Group Co.Ltd(600859) ( Wangfujing Group Co.Ltd(600859) ) announced on March 8 that the current operation of the company is normal and there are no undisclosed matters that should be disclosed. From January to February, driven by the consumption of new lifestyle, the business format of Aolai and shopping center showed an obvious recovery trend. Among them, the sales of Aolai business format still increased by 8.7% compared with the same period when two stores in Xi’an were closed for 20 days and stores in Tianjin were closed for many days. In terms of tax-free business, the company is still making every effort to promote various preparations for business landing and strive to achieve project landing as soon as possible.
Ningbo Fubang Jingye Group Co.Ltd(600768) : the profitability of the existing main business is relatively weak
Ningbo Fubang Jingye Group Co.Ltd(600768) ( Ningbo Fubang Jingye Group Co.Ltd(600768) ) on March 8, it was announced that the closing price of the company’s shares deviated from the value by more than 20% in three consecutive trading days, and the share price fluctuated greatly. At present, the company’s main business is the production and sales of aluminum profile products and the wholesale and retail of aluminum casting rods. Although the subordinate monomer enterprises have maintained a certain level of profitability, due to the traditional leading product structure and weak market competitiveness, the profitability of the company’s existing main business is relatively weak.
Beijing Enlight Media Co.Ltd(300251) : the film sniper brought revenue of RMB 185 million to RMB 205 million
Beijing Enlight Media Co.Ltd(300251) ( Beijing Enlight Media Co.Ltd(300251) ) announced on March 8 that as of 24:00 on March 7, the cumulative box office revenue (including service fee) of the film “sniper” was about 580 million yuan, and the operating revenue range of the company from the film was 185 million yuan to 205 million yuan.
Anhui Conch Cement Company Limited(600585) : 5 billion yuan will be invested in the development of new energy business this year
Anhui Conch Cement Company Limited(600585) ( Anhui Conch Cement Company Limited(600585) ) announced on March 8 that in 2022, the company will invest 5 billion yuan to develop photovoltaic power stations, energy storage projects and other new energy businesses, so as to achieve 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 reach 1 billion kwh.
Shenergy Company Limited(600642) : About 517 million yuan of impairment to be recognized in 2021
Shenergy Company Limited(600642) ( Shenergy Company Limited(600642) ) announced on March 8 that the company plans to recognize various impairment of 517 million yuan in 2021. Among them, the asset impairment is 512 million yuan and the credit impairment is 4.5866 million yuan. The asset impairment is the asset impairment of “Wuzhong Thermal Power Co., Ltd.”. The above events are expected to reduce the total profit of the company’s consolidated statements in 2021 by 517 million yuan and the net profit attributable to the parent company by 501 million yuan.
Seazen Holdings Co.Ltd(601155) : complete the redemption of corporate bond resale funds and early repayment of overseas US dollar bonds
Seazen Holdings Co.Ltd(601155) ( Seazen Holdings Co.Ltd(601155) ) announced on March 8 that the company has good liquidity and has completed the redemption of resale funds of corporate bonds (phase I) (variety I) publicly issued in 2020 and the prepayment of some overseas US dollar bonds. The continuous growth of the company’s rental income provides support for the stability of the company’s cash flow.
Beijing Thunisoft Co.Ltd(300271) : a former senior executive of the subsidiary is under lien investigation
Beijing Thunisoft Co.Ltd(300271) ( Beijing Thunisoft Co.Ltd(300271) ) announced on March 8 that Huayu information and discipline inspection and supervision organ, a subsidiary of the company, confirmed by telephone that a former senior manager of the subsidiary is under detention investigation. Up to now, Zhu Xiangyu, the former senior manager, has no longer held management positions in Huayu information, but still holds the positions of directors of some other subsidiaries. The company plans to promote the director replacement process of relevant subsidiaries as soon as possible.
Han’S Laser Technology Industry Group Co.Ltd(002008) : it is proposed to spin off the holding subsidiary Han Zu optoelectronics to be listed on the gem
Han’S Laser Technology Industry Group Co.Ltd(002008) ( Han’S Laser Technology Industry Group Co.Ltd(002008) ) announced on March 8 that the company plans to spin off its holding subsidiary Han Zu optoelectronics to be listed on the gem of Shenzhen Stock Exchange. After the spin off, the ownership structure of the company will not change and will still maintain the control over Han’s optoelectronics. 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 be listed independently.
[merger and reorganization]
Hunan Sokan New Materials Co.Ltd(688157) : planning to acquire about 70% equity of ruitu chemical, and the trading will be suspended from September 9
Hunan Sokan New Materials Co.Ltd(688157) ( Hunan Sokan New Materials Co.Ltd(688157) ) it was announced on March 8 that the company is planning to purchase about 70% of the equity of Guangdong ruitu Fine Chemical Co., Ltd. by issuing shares and paying cash. At the same time, the company plans to raise supporting funds by non-public offering of shares to no more than 35 specific investors, with an estimated amount of no more than 50 million yuan. The trading of the company’s shares will be suspended from March 9 and is expected to be suspended for no more than 10 trading days.
[refinancing]
Zhejiang Ausun Pharmaceutical Co.Ltd(603229) : it is proposed to raise no more than 500 million yuan for projects such as characteristic APIs
Zhejiang Ausun Pharmaceutical Co.Ltd(603229) ( Zhejiang Ausun Pharmaceutical Co.Ltd(603229) ) announced on March 8 that it is planned to raise no more than 500 million yuan by non-public offering of shares for the internationalization project of high-end preparations (phase I), the industrialization project of characteristic APIs and key pharmaceutical intermediates (phase II) and supplement working capital.
[business performance]
Ling Yun Industrial Corporation Limited(600480) : net profit of RMB 274 million in 2021, with a year-on-year increase of 171.45%
Ling Yun Industrial Corporation Limited(600480) ( Ling Yun Industrial Corporation Limited(600480) ) released the performance express on March 8. The operating revenue in 2021 was 15.75 billion yuan, an increase of 16.32% year-on-year; The net profit was 274 million yuan, a year-on-year increase of 171.45%; The basic earnings per share is 0.36 yuan. During the reporting period, there was a strong demand for core products such as thermoforming products, automobile pipeline systems and new energy battery shells, and the proportion of high value-added orders increased significantly.
Wanhua Chemical Group Co.Ltd(600309) : net profit of RMB 24.649 billion in 2021, with a year-on-year increase of 145.47%
Wanhua Chemical Group Co.Ltd(600309) ( Wanhua Chemical Group Co.Ltd(600309) ) released the performance express on March 8. The operating revenue in 2021 was 145538 billion yuan, a year-on-year increase of 98.19%; The net profit was 24.649 billion yuan, a year-on-year increase of 145.47%; The basic earnings per share is 7.85 yuan. During the reporting period, the global market demand for chemical products was boosted, the volume and price of the company’s main products such as polyurethane, petrochemical and fine chemicals increased simultaneously, and the group’s operating revenue and profit increased significantly.
Shanghai Zhonggu Logistics Co.Ltd(603565) : net profit of RMB 2.4 billion in 2021, with a year-on-year increase of 135.95%
Shanghai Zhonggu Logistics Co.Ltd(603565) ( Shanghai Zhonggu Logistics Co.Ltd(603565) ) disclosed the performance express on March 8. The total operating revenue in 2021 was 12.3 billion yuan, a year-on-year increase of 18.05%; The net profit was 2.404 billion yuan, a year-on-year increase of 135.95%; The basic earnings per share is 2.7 yuan. In 2021, the supply of transport capacity in the container transportation industry was tight, and the freight rate increased significantly year-on-year, which played an important role in promoting the growth of the company’s performance.
Shan Dong Lubei Chemcal Co.Ltd(600727) : net profit of RMB 493 million in 2021, with a year-on-year increase of 113.62%
Shan Dong Lubei Chemcal Co.Ltd(600727) ( Shan Dong Lubei Chemcal Co.Ltd(600727) ) released the performance express on March 8. The operating revenue in 2021 was 4.531 billion yuan, a year-on-year increase of 54.57%; The net profit was 493 million yuan, a year-on-year increase of 113.62%; The basic earnings per share is 0.93 yuan. During the reporting period, the selling price of the company’s main product methane chloride increased by 71.57% year-on-year; The selling price of bromine increased by 59.29% year-on-year; The selling price of raw salt increased by 51.03% year-on-year; The price of titanium dioxide increased by 40.34% year-on-year.
Enn Natural Gas Co.Ltd(600803) : net profit of 4.1 billion yuan in 2021, with a year-on-year increase of 94.67%
Enn Natural Gas Co.Ltd(600803) ( Enn Natural Gas Co.Ltd(600803) ) released the performance express on March 8. The operating revenue in 2021 was 116031 billion yuan, a year-on-year increase of 31.71%; The net profit was RMB 9.402 billion, a year-on-year increase of 6.702%; The basic earnings per share is 1.46 yuan.
Hangzhou Huawang New Material Technology Co.Ltd(605377) : net profit of 449 million yuan in 2021, with a year-on-year increase of 72.54%
Hangzhou Huawang New Material Technology Co.Ltd(605377) ( Hangzhou Huawang New Material Technology Co.Ltd(605377) ) released the performance express on March 8. The operating revenue in 2021 was 2.94 billion yuan, an increase of 82.4% year-on-year; The net profit was 449 million yuan, a year-on-year increase of 72.54%; The basic earnings per share is 1.57 yuan.
During the reporting period, the new capacity of the company was fully released, the capacity utilization rate and production and marketing rate were in a high operation state, and the market share of the company’s products was further improved.
Yuhuan Cnc Machine Tool Co.Ltd(002903) : net profit of 73.52 million yuan in 2021, with a year-on-year increase of 69.63%
Yuhuan Cnc Machine Tool Co.Ltd(002903) ( Yuhuan Cnc Machine Tool Co.Ltd(002903) ) disclosed the performance express on March 8. The company achieved a total operating revenue of 438 million yuan in 2021, with a year-on-year increase of 44.1%; The net profit was 735244 million yuan, a year-on-year increase of 69.63%; The basic earnings per share is 0.49 yuan.
Zhejiang Huasheng Technology Co.Ltd(605180) : net profit of RMB 180 million in 2021, with a year-on-year increase of 67.77%
Zhejiang Huasheng Technology Co.Ltd(605180) ( Zhejiang Huasheng Technology Co.Ltd(605180) ) released the performance express on March 8. The operating revenue in 2021 was 643 million yuan, a year-on-year increase of 74.22%; The net profit was 180 million yuan, a year-on-year increase of 67.77%; The basic earnings per share is 1.97 yuan. In 2021, the sales volume of the company’s main products increased significantly due to the improvement of market demand and the gradual expansion of the company’s production capacity. Through the optimization of product structure, the sales proportion of wire drawing air cushion materials with high gross profit increased, realizing the rapid growth of the company’s operating revenue and profit.
Dianguang Explosion-Proof Technology Co.Ltd(002730) : net profit of RMB 90.98 million in 2021, with a year-on-year increase of 61.34%
Dianguang Explosion-Proof Technology Co.Ltd(002730) ( Dianguang Explosion-Proof Technology Co.Ltd(002730) ) disclosed the performance express on March 8. The total operating revenue in 2021 was 919 million yuan, an increase of 13.75% year-on-year; The net profit was 909759 million yuan, a year-on-year increase of 61.34%; The basic earnings per share is 0.28 yuan. During the reporting period, the company’s main explosion-proof electrical business grew steadily, the return of accounts receivable accelerated, and the manufacturing business of special power equipment increased significantly compared with the previous year. After the company divested educational assets, the goodwill returned to zero, and the impairment of goodwill and assets decreased. Smart mine business and explosion-proof business in special fields began to release performance gradually.
Zte Corporation(000063) : the net profit in 2021 increased by 59.93% year-on-year, and it is proposed to pay 3 yuan out of 10
Zte Corporation(000063) ( Zte Corporation(000063) ) disclosed the annual report on March 7, and the company realized 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.
Ningxia Baofeng Energy Group Co.Ltd(600989) : net profit of 7.07 billion yuan in 2021, with a year-on-year increase of 52.95%
Ningxia Baofeng Energy Group Co.Ltd(600989) ( Ningxia Baofeng Energy Group Co.Ltd(600989) ) released the performance express on March 8. The operating revenue in 2021 was 23.3 billion yuan, with a year-on-year increase of 46.29%; The net profit was 7.07 billion yuan, a year-on-year increase of 52.95%; The basic earnings per share is 0.97 yuan. In 2021, the price of the company’s main products increased significantly year-on-year.
China Galaxy Securities Co.Ltd(601881) : net profit of 10.349 billion yuan in 2021, with a year-on-year increase of 42.87%
China Galaxy Securities Co.Ltd(601881) ( China Galaxy Securities Co.Ltd(601881) ) released the performance express on March 8. The operating revenue in 2021 was 35.879 billion yuan, a year-on-year increase of 51.07%; The net profit was 10.349 billion yuan, a year-on-year increase of 42.87%; The basic earnings per share is 0.95 yuan.
Shanghai Baosight Software Co.Ltd(600845) : net profit of RMB 1.819 billion in 2021, with a year-on-year increase of 35.92%
Shanghai Baosight Software Co.Ltd(600845) ( Shanghai Baosight Software Co.Ltd(600845) ) released the performance express on March 8. The operating revenue in 2021 was 11.759 billion yuan, a year-on-year increase of 15.01%; The net profit was 1.819 billion yuan, a year-on-year increase of 35.92%; The basic earnings per share is 1.22 yuan. The net profit increased by more than 30%, mainly due to the promotion of integration of Baowu group in 2021, the growth of demand for smart manufacturing and smart operation, and the increase of business income scale such as automation, informatization and cloud services.
China National Nuclear Power Co.Ltd(601985) : net profit of RMB 8.037 billion in 2021, with a year-on-year increase of 34.05%
China National Nuclear Power Co.Ltd(601985) ( China National Nuclear Power Co.Ltd(601985) ) released the performance express on March 8. The operating revenue in 2021 was 62.367 billion yuan, a year-on-year increase of 19.3%; The net profit was 8.037 billion yuan, a year-on-year increase of 34.05%; The basic earnings per share is 0.44 yuan. During the reporting period, two new nuclear power units were put into operation and the installed scale of new energy increased, resulting in the growth of power generation revenue; The exchange gain was 832 million yuan, an increase of 317.06% over the previous year.
Avic Shenyang Aircraft Company Limited(600760) : net profit of RMB 1.696 billion in 2021, with a year-on-year increase of 14.56%
Avic Shenyang Aircraft Company Limited(600760) ( Avic Shenyang Aircraft Company Limited(600760) ) released the performance express on March 8. The operating revenue in 2021 was 34.088 billion yuan, a year-on-year increase of 24.79%; The net profit was 1.696 billion yuan, a year-on-year increase of 14.56%; The basic earnings per share is 0.87 yuan.
Wuxi Dk Electronic Materials Co.Ltd(300842) : net profit of 93.94 million yuan in 2021, with a year-on-year increase of 14.43%
Wuxi Dk Electronic Materials Co.Ltd(300842) ( Wuxi Dk Electronic Materials Co.Ltd(300842) ) disclosed the annual report on March 7, and the company realized an operating revenue of 2.814 billion yuan in 2021, with a year-on-year increase of 77.96%; The net profit was 939357 million yuan, a year-on-year increase of 14.43%; The basic earnings per share is 0.94 yuan.
China Film Co.Ltd(600977) : profit of 237 million yuan in 2021, year-on-year loss reduction
China Film Co.Ltd(600977) ( China Film Co.Ltd(600977) ) released the performance express on March 8. The operating revenue in 2021 was 5.816 billion yuan, a year-on-year increase of 97.16%; The net profit was 237 million yuan, reversing losses year-on-year; The basic earnings per share is 0.13 yuan.
Anhui Heli Co.Ltd(600761) : net profit of 634 million yuan in 2021, down 13.4% year-on-year
Anhui Heli Co.Ltd(600761) ( Anhui Heli Co.Ltd(600761) ) released the performance express on March 8. The operating revenue in 2021 was 15.417 billion yuan, an increase of 20.47% year-on-year; The net profit was 634 million yuan, a year-on-year decrease of 13.4%; The basic earnings per share is 0.86 yuan. During the reporting period, the company focused on the R & D and layout of electrification, systematization and intelligence, continued to make efforts in the whole machine, parts, post market, smart logistics and other sectors, and achieved a significant increase in the sales of lithium and other new energy products. At the same time, in the face of the sharp rise in the price of raw materials, the company has effectively alleviated the pressure of rising costs by giving full play to its large-scale, digital and lean management capabilities.
Baic Bluepark New Energy Technology Co.Ltd(600733) : Beijing new energy sold 1263 vehicles in February, with a year-on-year increase of 24.8%
Baic Bluepark New Energy Technology Co.Ltd(600733) ( Baic Bluepark New Energy Technology Co.Ltd(600733) ) announced on March 8 that the subsidiary Beijing New Energy Automobile Co., Ltd. achieved an output of 653 vehicles in February, a year-on-year increase of 102.17%; The sales volume was 1263, with a year-on-year increase of 24.8%.
Great Wall Motor Company Limited(601633) february sales decline: due to Bosch ESP supply shortage and other factors
On March 8, Great Wall Motor Company Limited(601633) ( Great Wall Motor Company Limited(601633) ) disclosed the production and sales data of February, which showed that Great Wall Motor Company Limited(601633) accumulated sales of 70800 vehicles in February, a year-on-year decrease of 20.5%. For the obvious decline in sales, Great Wall Motor Company Limited(601633) responded that it was mainly due to the insufficient supply of body electronic stability system (ESP) produced by Bosch auto parts (Suzhou) Co., Ltd. It is reported that Bosch is the exclusive supplier of ESP configuration for Great Wall Motor Company Limited(601633) main models. At present, Great Wall Motor Company Limited(601633) is actively promoting Bosch group headquarters and chip suppliers to jointly formulate output improvement plans, and strive to quickly solve the problem of parts supply.
Haima Automobile Co.Ltd(000572) : 2143 vehicles sold in February, with a year-on-year increase of 2.58%
Haima Automobile Co.Ltd(000572) ( Haima Automobile Co.Ltd(000572) ) announced on March 8 that the output in February was 1619, a year-on-year decrease of 25.9%; The sales volume of the month was 2143, with a year-on-year increase of 2.58%.
Dongrui Food Group Co.Ltd(001201) : pig sales revenue in February decreased by 28.55% month on month
Dongrui Food Group Co.Ltd(001201) ( Dongrui Food Group Co.Ltd(001201) ) announced on March 8 that in February, the company sold 30100 pigs; The sales revenue was 56 million yuan, down 28.55% month on month; The average selling price of the company’s commercial pigs was 19.81 yuan / kg, down 1.25% month on month.
New Hope Liuhe Co.Ltd(000876) : the income from pig sales in February decreased by 32.66% month on month
New Hope Liuhe Co.Ltd(000876) ( New Hope Liuhe Co.Ltd(000876) ) announced on March 8 that 977300 pigs were sold in February, a month on month decrease of 24.39% and a year-on-year increase of 40.05%; The revenue was 1.103 billion yuan, down 32.66% month on month and 45.88% year-on-year; The average selling price of commercial pigs was 11.39 yuan / kg, down 12.79% month on month and 61.23% year-on-year.
Tangrenshen Group Co.Ltd(002567) : pig sales revenue in February decreased by 47.86% year-on-year
Tangrenshen Group Co.Ltd(002567) ( Tangrenshen Group Co.Ltd(002567) ) announced on March 8 that the sales volume of live pigs in February was 122400, down 19.1% year-on-year and 6.13% month on month; The total sales revenue was 165 million yuan, a year-on-year decrease of 47.86% and a month on month decrease of 16.95%. From January to February, the sales volume of live pigs was 315200, a year-on-year decrease of 19.80%; The sales revenue was 364 million yuan, a year-on-year decrease of 43.5%.
Shandong Minhe Animal Husbandry Co.Ltd(002234) : the sales revenue of commercial substitute chicken seedlings decreased by 20.29% month on month in February
Shandong Minhe Animal Husbandry Co.Ltd(002234) ( Shandong Minhe Animal Husbandry Co.Ltd(002234) ) announced on March 8 that 18926600 commercial substitute chicken seedlings were sold in February, a year-on-year decrease of 37.34% and a month on month decrease of 20.62%; The sales revenue was 216957 million yuan, a year-on-year decrease of 83.46% and a month on month decrease of 20.29%. The average selling price of chicken seedlings in this period is low and the sales volume is small.
Hunan Xiangjia Animal Husbandry Company Limited(002982) : the sales revenue of live poultry in February decreased by 39.43% month on month
Hunan Xiangjia Animal Husbandry Company Limited(002982) ( Hunan Xiangjia Animal Husbandry Company Limited(002982) ) announced on March 8 that 2149800 live birds were sold in February, with a sales revenue of 503748 million yuan and an average sales price of 12.23 yuan / kg. The month on month changes were – 44.39%, – 39.43% and 7.78% respectively, and the year-on-year changes were – 11.12%, – 9.05% and 0.16% respectively. In February, the company’s live poultry sales volume and sales revenue decreased month on month, mainly due to the reduction of the company’s seedling investment.
China Cssc Holdings Limited(600150) : new ship orders increased significantly in 2021, and ship prices increased significantly
China Cssc Holdings Limited(600150) ( China Cssc Holdings Limited(600150) ) announced on March 8 that in 2021, the company achieved a substantial increase in new ship orders and a significant increase in ship prices. In the whole year, the company undertook 132 orders for civilian ships / 12111700 DWT, with a year-on-year increase of 91%. In addition, the company completed undertaking 732 diesel engines / 6.15 million horsepower in 2021, with a year-on-year increase of 30%; The amount of ship repair orders was 2.427 billion yuan, a year-on-year increase of 5%.
[increase / decrease]
Zhejiang Hangmin Co.Ltd(600987) : the controlling shareholder plans to increase the holding of 10-15 million shares
Zhejiang Hangmin Co.Ltd(600987) ( Zhejiang Hangmin Co.Ltd(600987) ) announced on March 8 that the controlling shareholder Hangmin group increased its holdings of 1 million shares of the company through the securities trading system of Shanghai Stock Exchange on March 8, and plans to increase its holdings of the company’s shares. The increased holdings (including the increased holdings on March 8) shall not be less than 10 million shares, not more than 15 million shares, and the proportion of increased holdings shall not be less than 0.95% and not more than 1.43%.
Betta Pharmaceuticals Co.Ltd(300558) : shareholders intend to increase their holding of 6 Ping An Bank Co.Ltd(000001) million shares
Betta Pharmaceuticals Co.Ltd(300558) ( Betta Pharmaceuticals Co.Ltd(300558) ) on March 8, it was announced that the shareholder Ding Shizhe increased 544000 shares of the company by means of centralized bidding trading through contractual private placement fund on March 8. Ding Shizhe plans to increase the cumulative holdings of no less than Shanghai Pudong Development Bank Co.Ltd(600000) shares and no more than 1 million shares (including 544000 shares already increased) by means of centralized bidding trading through contractual private equity funds in six months, and there is no price range for the increase. Ding Shizhe is a direct relative of Ding lieming, the actual controller, chairman and CEO of the company.
Zhejiang Dingli Machinery Co.Ltd(603338) : the Board Secretary plans to increase the shares by 8-10 million yuan
Zhejiang Dingli Machinery Co.Ltd(603338) ( Zhejiang Dingli Machinery Co.Ltd(603338) ) on March 8, it was announced that Liang Jin, the Secretary of the board of directors of the company, planned to increase the shares of the company by 8-10 million yuan. There is no price range for this increase, and the increase time is within 6 months from the date of disclosure of the increase plan.
Shandong Sito Bio-Technology Co.Ltd(300583) : the controlling shareholder intends to transfer 10% of the company’s shares by agreement
Shandong Sito Bio-Technology Co.Ltd(300583) ( Shandong Sito Bio-Technology Co.Ltd(300583) ) announced on March 8 that Shandong Runxin, the controlling shareholder of the company, intends to transfer 5% of the shares of the company to junlanghui enterprise management (Ningbo) partnership (limited partnership) and Yancheng Hefu enterprise management partnership (limited partnership) respectively by means of agreement transfer. The transfer price is 27 yuan / share, and the total transfer price is about 145 million yuan.
Guangdong High Dream Intellectualized Machinery Co.Ltd(300720) : the controlling shareholder intends to reduce its shares by no more than 2.57% in block trading
Guangdong High Dream Intellectualized Machinery Co.Ltd(300720) ( Guangdong High Dream Intellectualized Machinery Co.Ltd(300720) ) announced on March 8 that Zheng Jinkang, the controlling shareholder and actual controller of the company, plans to reduce the total shares of the company by block trading within 6 months after 3 trading days (accounting for 2.57% of the total share capital of the company).
Lanzhou Lishang Guochao Industrial Group Co.Ltd(600738) : Honglou group plans to transfer 5.17% shares of the company
Lanzhou Lishang Guochao Industrial Group Co.Ltd(600738) ( Lanzhou Lishang Guochao Industrial Group Co.Ltd(600738) ) on March 8, it was announced that the shareholder Honglou group planned to transfer 40 million shares of the company (accounting for 5.17% of the total share capital of the company) to Zuo Ling through agreement transfer, with a total transfer price of 220 million yuan.
China Baoan Group Co.Ltd(000009) : Fu’an company plans to reduce its shares by no more than 1%
China Baoan Group Co.Ltd(000009) ( China Baoan Group Co.Ltd(000009) ) on March 8, it was announced that Shenzhen Fu’an Holding Co., Ltd. (hereinafter referred to as “Fu’an company”), a shareholder holding 5.99% of the shares, plans to reduce the shares of the company by centralized bidding within 3 months after 15 trading days (accounting for 1% of the total share capital of the company).
Jiangsu Wanlin Modern Logistics Co.Ltd(603117) : the shareholder intends to reduce the company’s shares by no more than 2%
Jiangsu Wanlin Modern Logistics Co.Ltd(603117) ( Jiangsu Wanlin Modern Logistics Co.Ltd(603117) ) on March 8, it was announced that the shareholder Huang Baozhong planned to reduce the company’s shares by means of centralized bidding within 6 months after 15 trading days, i.e. no more than 126629 million shares, i.e. no more than 2% of the company’s total share capital.
[share repurchase]
Beijing Bdstar Navigation Co.Ltd(002151) : it is proposed to repurchase shares of RMB 150 million to RMB 200 million
Beijing Bdstar Navigation Co.Ltd(002151) ( Beijing Bdstar Navigation Co.Ltd(002151) ) on March 8, it was announced that the company planned to repurchase shares with 150 million yuan to 200 million yuan, and the repurchase price would not exceed 50 yuan / share. The repurchased shares would be used to implement the company’s employee stock ownership plan or equity incentive.
Zhejiang Chint Electrics Co.Ltd(601877) : it is proposed to repurchase shares of RMB 50 million to 100 million within the next three trading days
Zhejiang Chint Electrics Co.Ltd(601877) ( Zhejiang Chint Electrics Co.Ltd(601877) ) on March 8, the company disclosed the implementation plan of repurchasing the company’s shares. The company plans to repurchase the company’s shares in the form of centralized bidding transaction within the next three trading days (March 9 to March 11), with a total repurchase amount of no less than 50 million yuan (inclusive) and no more than 100 million yuan (inclusive).
360 Security Technology Inc(601360) : it is proposed to repurchase shares of 90 million to 120 million yuan within the next three trading days
360 Security Technology Inc(601360) ( 360 Security Technology Inc(601360) ) announced on March 8 that the company plans to buy back the company’s shares by means of centralized bidding within the next three trading days (March 9 to March 11), with a total repurchase amount of no less than 90 million yuan and no more than 120 million yuan. The subsequent company will continue to implement repurchase according to the repurchase plan.
Qi An Xin Technology Group Inc(688561) : it is proposed to repurchase shares of RMB 150 million to RMB 300 million
Qi An Xin Technology Group Inc(688561) ( Qi An Xin Technology Group Inc(688561) ) announced on March 8 that it is planned to repurchase shares with 150300 million yuan, and the repurchase price shall not exceed 80 yuan / share. All the repurchased shares will be used for employee stock ownership plan or equity incentive at an appropriate time in the future.
[winning contract]
Guangdong Dazhi Environmental Protection Technology Incorporated Company(300530) : the wholly-owned subsidiary received the notice of Suzhou Keyi fixed point
Guangdong Dazhi Environmental Protection Technology Incorporated Company(300530) ( Guangdong Dazhi Environmental Protection Technology Incorporated Company(300530) ) on March 8, it was announced that Suzhou Lingpai, a wholly-owned subsidiary of the company, recently received a notice from Suzhou Keyi on “supply of lithium iron phosphate power battery products for SAIC GM Wuling E50 project”. Suzhou Keyi is a first-class supplier of SAIC GM Wuling. Suzhou Lingpai provides Suzhou Keyi with power battery cells that meet the technical and quality requirements of SAIC GM Wuling power battery project.
Jingke energy: the total amount of photovoltaic module procurement project of Huadian Group won the bid in advance shall not be less than 2.8 billion yuan
Jingke energy (688223) announced on March 8 that recently, China Huadian Group Co., Ltd. announced the bid winning candidate for the procurement of monocrystalline silicon photovoltaic modules in 2022. The company is its candidate for centralized procurement of 15gw modules. The total procurement volume won by the company is no less than 1.5gw, and the total contract amount is expected to be no less than 2.8 billion yuan. The type of bid winning modules is the tigerneo new product of the company’s n-type TOPCON technology.
Qingdao Gaoce Technology Co.Ltd(688556) : sign the sales contract of photovoltaic cutting equipment of RMB 222 million
The contract with Jingao Photovoltaic Technology Co., Ltd. for the purchase and sale of photovoltaic equipment was announced on March 22, with an amount of RMB 8556 million. If the contract is successfully performed, it is expected to have a positive impact on the company’s operating performance in 2022.
Sunresin New Materials Co.Ltd Xi’An(300487) : sign the supply and installation contract of RMB 114 million lithium carbonate adsorption equipment
Sunresin New Materials Co.Ltd Xi’An(300487) ( Sunresin New Materials Co.Ltd Xi’An(300487) ) announced the signing of the daily operation contract for lithium extraction from Salt Lake on March 8: the company and Suntar Environmental Technology Co.Ltd(688101) signed the contract for supply and installation of 5000 ton battery grade lithium carbonate adsorption equipment of jinkunlun Lithium Industry Co., Ltd., with a contract amount of 114 million yuan, accounting for about 12.36% of the company’s total operating revenue in 2020.
Sanan Optoelectronics Co.Ltd(600703) : since the beginning of the year, we have received chip orders of more than 170 million yuan from important international customers
Sanan Optoelectronics Co.Ltd(600703) ( Sanan Optoelectronics Co.Ltd(600703) ) announced on March 8 that since the beginning of 2022, the company has continuously received purchase orders for mini LED chips from a single important 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. The development of this business marks that the company’s filter products have officially entered the smartphone supply chain, laying a solid foundation for future product development.
Qiaoyin City Management Co.Ltd(002973) : the pre bid for the 78.65 million yuan environmental sanitation and cleaning market-oriented project
Qiaoyin City Management Co.Ltd(002973) ( Qiaoyin City Management Co.Ltd(002973) ) it was announced on March 8 that the company had recently won the bid for the market-oriented sanitation and cleaning project of Shaoguan high tech Zone, with a bid winning (transaction) amount of 78.645 million yuan / three years.
Linewell Software Co.Ltd(603636) : won the bid of 115 million yuan “digital Hancheng” project
Linewell Software Co.Ltd(603636) ( Linewell Software Co.Ltd(603636) ) announced on March 8 that Shaanxi procurement and bidding network publicized the bid winning results of the “digital Hancheng” (Xueliang project 2022 + government video network) project, and the company (including the consortium: Shaanxi big data group Co., Ltd.) was the bid winner of the project. The project name is the EPC of package 1 of “digital Hancheng” (Xueliang project 2022 + government video network).
The bid winning amount is 115 million yuan.
Wiscom System Co.Ltd(002090) : winning the bid of 14.71 million yuan State Grid Project
Wiscom System Co.Ltd(002090) ( Wiscom System Co.Ltd(002090) ) announced on March 8 that recently, the company won the bid of distribution automation related projects of State Grid Co., Ltd. and substation integrated automation related projects of Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) group Northwest Survey, design and Research Institute Co., Ltd., with a cumulative bid amount of 14.71 million yuan.
[Others]
st national medical: it is proposed to transfer 99% equity of Shangluo Xi’An International Medical Investment Company Limited(000516) Central Hospital
St Guoyi ( Xi’An International Medical Investment Company Limited(000516) ) announced on March 8 that the company and Shangluo transportation investment and Construction Co., Ltd. (hereinafter referred to as “Shangluo transportation investment”) signed a framework agreement on equity transfer on March 7. The company plans to transfer 99% of the equity of Shangluo Xi’An International Medical Investment Company Limited(000516) Central Hospital Co., Ltd. at a price, and Shangluo Jiaotou plans to transfer the above equity held by the company with monetary funds.
Jiangsu Hagong Intelligent Robot Co.Ltd(000584) : no more than 70% equity of Tianjin Fuzhen to be sold
Jiangsu Hagong Intelligent Robot Co.Ltd(000584) ( Jiangsu Hagong Intelligent Robot Co.Ltd(000584) ) announced on March 8 that the company intends to sell no more than 70% of the equity of Tianjin Fuzhen Industrial Equipment Co., Ltd. (hereinafter referred to as “Tianjin Fuzhen”) held by Shengkun investment, Harbin Institute of Technology Siasun Robot&Automation Co.Ltd(300024) group and aoterberg enterprise management. The 100% equity valuation of Tianjin Fuzhen is expected to be no less than 1.1 billion yuan. The transaction is still in the preliminary planning stage. After the transaction is completed, the company will further concentrate resources to develop military business by selling assets and recovering funds.
Ningbo Changhong Polymer Scientific & Technical Inc(605008) : the first phase of the fully biodegradable thermoplastic project was completed and put into operation
Ningbo Changhong Polymer Scientific & Technical Inc(605008) ( Ningbo Changhong Polymer Scientific & Technical Inc(605008) ) announced on March 8 that the company’s Shanghai Pudong Development Bank Co.Ltd(600000) T / a fully biodegradable thermoplastic phase I project was completed and put into operation for the first time.
Beijing Relpow Technology Co.Ltd(300593) : it is proposed to build special power supply expansion projects in Changping District
Beijing Relpow Technology Co.Ltd(300593) ( Beijing Relpow Technology Co.Ltd(300593) ) it was announced on March 8 that the company recently signed a strategic cooperation framework agreement with Beijing Changping District government to reach cooperation intention on the project of “expansion of special power supply, industrialization of high reliability SIP power microsystem products and construction of R & D center” invested and constructed by the company in Nanshao Town, Changping District. The total investment of the project is about 850 million yuan to 1.2 billion yuan, which is mainly used for product expansion, industrialization and new product research and development in special application fields such as aerospace.
Tus-Design Group Co.Ltd(300500) : it is proposed to establish two joint-stock companies to promote the layout of dual carbon business
Tus-Design Group Co.Ltd(300500) ( Tus-Design Group Co.Ltd(300500) ) announced on March 8 that in order to better promote the layout of dual carbon business, the company plans to invest 240 million yuan (48% of the capital contribution) and SDIC Changjiang ecological energy Co., Ltd. to establish Shanghai changqiyuan new energy Co., Ltd. to engage in the development, construction, operation and management of new energy and comprehensive intelligent energy projects; It is proposed to invest 4 million yuan (40% of the capital contribution) with Suzhou new rapid transit supply chain Co., Ltd. to establish Suzhou Xindi Green Logistics Co., Ltd. to jointly carry out the investment, engineering construction, operation and related services of distributed photovoltaic and energy storage projects.
Hangzhou Mdk Opto Electronic Corporation Limited(688079) : it is proposed to increase the capital of the subsidiary by 200 million yuan for the optical optoelectronic components project
Hangzhou Mdk Opto Electronic Corporation Limited(688079) ( Hangzhou Mdk Opto Electronic Corporation Limited(688079) ) it was announced on March 8 that the company plans to use the raised capital of 200 million yuan to increase capital to Hangzhou Mdk Opto Electronic Corporation Limited(688079) optical semiconductor, a wholly-owned subsidiary, for the construction of optical optoelectronic components production base. After the capital increase, the registered capital of Hangzhou Mdk Opto Electronic Corporation Limited(688079) optical semiconductor increased from 708 million yuan to 908 million yuan, and the company still holds 100% equity of Hangzhou Mdk Opto Electronic Corporation Limited(688079) optical semiconductor.
Chengdu Olymvax Biopharmaceuticals Inc(688319) : proposed to build a shared service Research Institute for vaccine R & D and industrial transformation
Chengdu Olymvax Biopharmaceuticals Inc(688319) ( Chengdu Olymvax Biopharmaceuticals Inc(688319) ) it was announced on March 8 that the company signed an investment cooperation agreement with the Management Committee of Chengdu Tianfu international biological city. It is proposed that Chengdu Xinnuoming Biotechnology Co., Ltd., a wholly-owned subsidiary of the company, will be the implementation subject to invest in the construction of Xinnuoming vaccine R & D and industrial transformation shared service research institute project in Chengdu Tianfu international biological city, with an estimated total investment of 300 million yuan.
Jiangsu Sunshine Co.Ltd(600220) : it is proposed to establish Inner Mongolia Cheng’an new energy company with 2 billion yuan
Jiangsu Sunshine Co.Ltd(600220) ( Jiangsu Sunshine Co.Ltd(600220) ) it was announced on March 8 that the company plans to invest RMB 2 billion in cash to establish Inner Mongolia Cheng’an new energy Co., Ltd. its main business scope includes the research, production, processing and sales of semiconductor materials, monocrystalline silicon rods, monocrystalline silicon wafers, polycrystalline silicon rods, polycrystalline silicon wafers, Cecep Solar Energy Co.Ltd(000591) battery modules, etc. As of September 30, 2021, the monetary capital in the consolidated statements of the company is 420 million yuan. The amount involved in this investment is large. At present, the financing plan is not clear.
Trina Solar Co.Ltd(688599) : the wholly-owned subsidiary plans to invest in the construction of shared energy storage power station project
Trina Solar Co.Ltd(688599) ( Trina Solar Co.Ltd(688599) ) announced on March 8 that the wholly-owned subsidiary Trina Solar power plans to invest in the construction of Linze Tianhai 200MW / 400mwh shared energy storage power station project in Linze County, mainly to build a 200MW / 400mwh shared energy storage power station, output lines and relevant supporting facilities.
Nan Jing Xin Jie Kou Department Store Co.Ltd(600682) : life and health industry fund invested by holding subsidiary
Nan Jing Xin Jie Kou Department Store Co.Ltd(600682) ( Nan Jing Xin Jie Kou Department Store Co.Ltd(600682) ) announced on March 8 that Qilu stem cell, a holding subsidiary, plans to invest 629 million yuan to establish a life and health industry fund. After its establishment, the fund will focus on investment in biomedicine, cell therapy and related life and health fields.
Zhejiang Runtu Co.Ltd(002440) : proposed to invest RMB 220 million in semiconductor fund Wuxi Tongchuang Zhixin
Zhejiang Runtu Co.Ltd(002440) ( Zhejiang Runtu Co.Ltd(002440) ) announced on March 8 that the company signed a partnership agreement with the fund manager and general partner Shenzhen Tongchuang Jinxiu Asset Management Co., Ltd. and other limited partners through the M & a master fund Runtu Jinheng, which holds a total of 100% of the capital contribution. Runtu Jinheng plans to invest RMB 220 million in Wuxi Tongchuang Zhixin venture capital partnership (limited partnership). Wuxi Tongchuang Zhixin focuses on investing in the equity of unlisted enterprises in emerging industries such as semiconductors. The target scale of the fund is 900 million yuan.
ad shares: proposed to carry out PVC futures and options hedging business
Ad Co., Ltd. ( Yonggao Co.Ltd(002641) ) announced on March 8 that the board of directors of the company considered and approved the proposal on developing PVC futures and options hedging business, and agreed that the company would invest in futures and options contracts of commodity futures and PVC products with a margin of no more than 150 million yuan.
Jiangxi Wannianqing Cement Co.Ltd(000789) : signing cooperation framework agreement with Yutu new materials
Jiangxi Wannianqing Cement Co.Ltd(000789) ( Jiangxi Wannianqing Cement Co.Ltd(000789) ) announced on March 8 that the company signed a cooperation framework agreement with Jiangxi Yutu new materials Co., Ltd. (hereinafter referred to as “Yutu new materials”). The purpose of this cooperation is to rely on the company’s capital advantages and provincial platform advantages, combined with the local industrial foundation and technical advantages of Yutu new materials, focus on white cement, synchronously develop upstream and downstream businesses of sand aggregate, lime and other industrial chains, expand cooperation space, and carry out relocation, transformation and upgrading, new project land Delisting of mineral resources and M & A of other white cement enterprises or acquisition of cement production capacity and other related work upstream and downstream of the industrial chain to achieve win-win cooperation.
Miracle Automation Engineering Co.Ltd(002009) : signed framework cooperation agreement with JD technology
Miracle Automation Engineering Co.Ltd(002009) ( Miracle Automation Engineering Co.Ltd(002009) ) March 8th announcement, recently, the company signed a framework cooperation agreement with Jingdong technology, the two sides intend to further promote the waste lithium battery green supply chain management system, to achieve “Internet plus recovery” Scene sharing resources and complementary advantages, to build lithium battery recycling system.
