Anhui Conch Cement Company Limited(600585) plans to spend 5 billion yuan on developing new energy businesses such as photovoltaic power stations and energy storage projects Miracle Automation Engineering Co.Ltd(002009) signed a framework cooperation agreement with JD technology Sanan Optoelectronics Co.Ltd(600703) : over 170 million yuan of chip purchase orders have been received since the beginning of the year Beijing Bdstar Navigation Co.Ltd(002151) and other proposed large repurchase; The two companies intend to increase their holdings by a large amount
today’s highlights
▼ focus I:
Anhui Conch Cement Company Limited(600585) : it is planned to invest 5 billion yuan in 2022 to develop new energy businesses such as photovoltaic power plants and energy storage projects
The company has formulated an investment plan for the development of new energy business in 2022: 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 reach 1 billion kwh.
▼ focus II:
Beijing Bdstar Navigation Co.Ltd(002151) and other proposed large repurchase
Beijing Bdstar Navigation Co.Ltd(002151) : the company plans to use its own funds of no less than 150 million yuan and no more than 200 million yuan to buy back part of the company’s shares in the form of centralized bidding transaction for the implementation of equity incentive plan or employee stock ownership plan, and the repurchase price shall not exceed 50 yuan / share.
360 Security Technology Inc(601360) : the company plans to repurchase the company’s shares by means of centralized bidding within the next three trading days (March 9, 2022 to March 11, 2022), 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.
Zhejiang Chint Electrics Co.Ltd(601877) : the company plans to buy back the company’s shares by means of centralized bidding within the next three trading days (March 9, 2022 to March 11, 2022), with a total repurchase amount of no less than 50 million yuan and no more than 100 million yuan.
▼ focus III:
Miracle Automation Engineering Co.Ltd(002009) signed a framework cooperation agreement with JD Technology
The company and Jingdong Technology Information Technology Co., Ltd. signed the framework cooperation agreement recently. The two sides intend to make full use of their respective advantages to further promote the green supply chain management system of waste lithium batteries, and realize the “Internet plus recovery” Scene sharing resources and complementary advantages, so as to build a recycling system for lithium batteries.
performance selection
Wanhua Chemical Group Co.Ltd(600309) : release the performance express. In 2021, the company’s operating revenue is expected to be 145537817600 yuan, a year-on-year increase of 98.19%, and the net profit attributable to the shareholders of the listed company is expected to be 24648748100 yuan, a year-on-year increase of 145.47%.
Ling Yun Industrial Corporation Limited(600480) : release the performance express. In 2021, the company achieved an operating revenue of 1574992000 yuan, a year-on-year increase of 16.32%; The net profit attributable to the shareholders of the listed company was 274093900 yuan, a year-on-year increase of 171.45%.
Shanghai Zhonggu Logistics Co.Ltd(603565) : disclosed the performance express. In 2021, the company achieved a total operating revenue of 12.3 billion yuan, a year-on-year increase of 18.05%; The net profit attributable to shareholders of listed companies was 2.404 billion yuan, a year-on-year increase of 135.95%.
Shan Dong Lubei Chemcal Co.Ltd(600727) : release the performance express. In 2021, the company’s operating revenue increased by 1599536100 yuan, an increase of 54.57%; The net profit attributable to shareholders of listed companies increased by 262275000 yuan, an increase of 113.62%.
Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) : disclosure of performance express. In 2021, the company achieved a total operating revenue of 5961359500 yuan, a year-on-year increase of 56.44%; The net profit attributable to the shareholders of the listed company was 17182798 million yuan, a year-on-year increase of 100.23%; The basic earnings per share is 1.34 yuan.
fixed increase & Restructuring
Hunan Sokan New Materials Co.Ltd(688157) : the company is planning to purchase about 70% of the equity of Guangdong ruitu Fine Chemical Co., Ltd. (hereinafter referred to as “Guangdong ruitu”) by issuing shares and paying cash. At the same time, the company plans to raise matching funds of no more than 50 million yuan by non-public offering of shares to no more than 35 specific investors. The trading of the company’s shares will be suspended from the opening of the market on March 9, and the suspension is expected to be no more than 10 trading days.
Zhejiang Ausun Pharmaceutical Co.Ltd(603229) : the company plans to make a non-public offering of shares, raising no more than 500 million yuan. The net amount after deducting the issuance expenses is planned to invest in the internationalization project of high-end preparations (phase I), the industrialization project of characteristic API and key pharmaceutical intermediates (phase II) and supplement working capital.
important matters
Sanan Optoelectronics Co.Ltd(600703) : 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 2022, and the remaining amount will be delivered to customers in March. To meet customers’ chip demand 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.
Chengdu Olymvax Biopharmaceuticals Inc(688319) : 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. The project focuses on the development of viral vaccine products, and establishes multiple R & D platforms including mRNA technology platform, large-scale cell culture technology platform, recombinant genetic engineering technology, protein purification, coupling technology platform, large-scale bacterial fermentation technology platform, rapid separation of emerging infectious disease viruses, screening technology platform and pilot research technology platform, Carry out research, development and industrialization of human vaccines.
Baic Bluepark New Energy Technology Co.Ltd(600733) : release the production and marketing express. In February 2022, the company’s subsidiary Beijing New Energy Automobile Co., Ltd. sold 1263 vehicles, 1012 vehicles in the same period of last year; In the first two months of 2022, 3385 vehicles were sold, with a year-on-year increase of 62.43%.
Qingdao Gaoce Technology Co.Ltd(688556) : the company recently signed an equipment sales contract with Qujing Jingao Photovoltaic Technology Co., Ltd.
The subject of this contract is photovoltaic cutting equipment, and the contract amount is 222 million yuan (including tax).
Lanzhou Lishang Guochao Industrial Group Co.Ltd(600738) : the shareholder Honglou group plans to transfer its 40 million shares (accounting for 5.17% of the total share capital of the company) of non tradable shares to Zuo Ling by agreement, with a total transfer price of 220 million yuan.
Elion Clean Energy Company Limited(600277) : the announcement of stock trading changes is issued. The company’s main business is divided into clean coal chemical industry, clean heat and new energy business of photohydrogen with chlor alkali and polyester industries as the core. The existing hydrogen energy capacity is industrial by-product hydrogen, which is currently produced and used by itself. Up to now, the “Wuwei 500000 kW photovoltaic sand control” and “Mengxi Kubuqi 2 million KW photovoltaic sand control” projects invested by the company have started construction and have not generated operating income.
Sansure Biotech Inc(688289) : the company’s adenovirus nucleic acid detection kit (PCR fluorescent probe method) recently received the medical device registration certificate issued by the State Drug Administration. Adenovirus nucleic acid detection kit (PCR fluorescent probe method) can be used to diagnose human adenovirus respiratory tract infection and provide molecular diagnosis basis for adenovirus infection. The detection results can guide adenovirus epidemic investigation, prevention and control and case management. The application scenarios cover outpatient, ICU, physical examination, etc.
Beijing Enlight Media Co.Ltd(300251) : according to the data of the National Film Funding office, as of 24:00 on March 7, 2022, the cumulative box office revenue (including service fee) of the film “sniper” was about 580 million yuan. As of March 7, 2022, the company’s operating revenue from the film ranges from about 185 million yuan to 205 million yuan. At present, the film is still being released.
Beijing Relpow Technology Co.Ltd(300593) : the company recently signed a strategic cooperation framework agreement with the people’s Government of Changping District, Beijing, and reached a cooperation intention on the company’s investment and construction of the project of “expansion of special power supply, industrialization of high reliability SIP power microsystem products and construction of R & D center” in Nanshao Town, Changping District. The 13th meeting of the board of directors on the investment of about RMB 1.2 billion in the R & D center of power supply and the construction of special products of sip-500 million has been approved.
Sunresin New Materials Co.Ltd Xi’An(300487) : the company and Suntar Environmental Technology Co.Ltd(688101) signed the supply and installation construction contract of 5000 ton battery grade lithium carbonate adsorption equipment. The subject matter of the contract is the process, equipment, installation and technical services of the adsorption section of the 5000 ton / year battery grade lithium carbonate project of jinkunlun lithium industry Co., Ltd. The contract amount of the project is 114 million yuan, accounting for about 12.36% of the total audited operating revenue in 2020.
Shandong Sito Bio-Technology Co.Ltd(300583) : 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, with the transfer price of 27 yuan / share. The transfer of this agreement will not lead to changes in the controlling shareholders and actual controllers of the company.
Qingdao Zhongzi Zhongcheng Group Co.Ltd(300208) : the announcement on the disclosure of abnormal fluctuations in stock trading said that at present, 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. As the price of nickel ore is affected by multiple factors such as the international nickel price and the supply-demand relationship of nickel ore, and the short-term fluctuation is large, there is uncertainty about the corresponding price of nickel ore and its impact on the performance of the company’s nickel ore sales in the future.
Yunnan Energy Investment Co.Ltd(002053) : the announcement on the disclosure of abnormal fluctuations in stock trading said 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 People’s government signed the Huaning County photovoltaic project investment and development agreement on January 12, 2022. 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, etc, There is still uncertainty risk. With regard to the listing of “Pu’er salt” high-end series products, the company draws the attention of investors that the operation and promotion of new products requires a certain cultivation cycle, and the future sales situation depends on many factors such as market recognition and the development of the industry market, so there is uncertainty risk.
increase / decrease
Haier Smart Home Co.Ltd(600690) : on March 8, 2022, Renhai Chuangzhi, the concerted action of Haier Group, the actual controller of the company, increased its shareholding of 6400000 A shares through the trading system of Shanghai Stock Exchange, accounting for 0.07% of the total share capital of the company. The average increase price was 22.64 yuan, and the increase amount was 144917000 yuan. Haichuangzhi plans to continue to increase its holdings of A-Shares of the company through the trading system of Shanghai Stock Exchange in the next six months (calculated from the date of this increase), with a cumulative increase of no less than 200 million yuan and no more than 350 million yuan (including this increase).
Zhejiang Hangmin Co.Ltd(600987) : the controlling shareholder Hangmin group increased its holdings of 1 million shares of the company on March 8, 2022 and plans to increase its holdings of the company’s shares. It plans to increase its holdings of Zhejiang Hangmin Co.Ltd(600987) , with its own funds within 6 months from the date of disclosure of the increase plan, and the amount of increase (including the increased holdings on March 8) shall not be less than 10 million shares and not more than 15 million shares, The proportion of increased shares shall not be less than 0.95% of the issued shares of the company and shall not exceed 1.43% of the issued shares of the company.
Zhejiang Dingli Machinery Co.Ltd(603338) : Liang Jin, Secretary of the board of directors of the company, plans to increase the company’s shares by no less than 8 million yuan and no more than 10 million yuan. The increase time shall be within 6 months from the date of disclosure of the increase plan.
Jiangsu Wanlin Modern Logistics Co.Ltd(603117) : shareholder Huang Baozhong plans to reduce his holding of no more than 12662890 shares of the company through centralized bidding within 6 months after 15 trading days from the date of announcement of the reduction plan, that is, no more than 2% of the total share capital of the company.
Guangdong High Dream Intellectualized Machinery Co.Ltd(300720) : Zheng Jinkang, the controlling shareholder and actual controller of the company, holds 84170340 shares of the company (accounting for 43.19% of the total share capital of the company). He plans to reduce the total shares of the company by block trading within 6 months after 3 trading days from the announcement date (accounting for 2.5657% of the total share capital of the company).
Sichuan Lutianhua Company Limited(000912) : the shareholder of the company, Sichuan Branch of Agricultural Bank of China, plans to reduce the shares of the company by means of centralized bidding within 6 months after 15 trading days from the announcement date to no more than 31360000 shares (accounting for 2% of the total share capital of the company).
summary of suspension and resumption
resumption company:
Not yet.
Suspended company:
\u3000\u3 Jointo Energy Investment Co.Ltd.Hebei(000600) 461 Jiangxi Hongcheng Environment Co.Ltd(600461) )、 Hunan Sokan New Materials Co.Ltd(688157) Hunan Sokan New Materials Co.Ltd(688157) )。
