three minute announcement every day is very light loose
Qumei Home Furnishings Group Co.Ltd(603818) : Hillhouse investment plans to invest 200 million yuan in its subsidiary Qumei runto; Satellite chemical plans to invest 15 billion yuan to build a green chemical new material industrial park project; Zhejiang Orient Gene Biotech Co.Ltd(688298) it is proposed to invest 600 million yuan in the construction of Dongfang gene biochip production and research base project; The net profit of Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) and Naipu Mining Machinery Co.Ltd(300818) 2021 increased significantly in advance; Zhejiang Xcc Group Co.Ltd;(603667) : it is estimated that the wind power roller supplied to Dalian metallurgy will generate a revenue of 360 million yuan – 375 million yuan in the next three years; Sinomach General Machinery Science & Technology Co.Ltd(600444) : the company only has centrifugal extractor products that can be used in the field of lithium extraction from salt lakes; Andon Health Co.Ltd(002432) : no orders totaling $240 million from a single customer were received
today’s highlights
▼ focus one:
Qumei Home Furnishings Group Co.Ltd(603818) : Hillhouse investment plans to invest 200 million yuan in its subsidiary Qumei runto
Qumei Home Furnishings Group Co.Ltd(603818) announcement that the company is a wholly-owned subsidiary Qumei runto s. àr.l。 (hereinafter referred to as “Qumei runto”) signed the letter of intent for Qumei Home Furnishings Group Co.Ltd(603818) strategic cooperation with Zhuhai hilling Deyou Investment Management Co., Ltd. (“hilling investment”) and Yinti consulting (Beijing) Co., Ltd. respectively. Hilling investment and Yinti consulting plan to invest RMB 200 million and US $25 million respectively by increasing capital or transferring old shares to Qumei runto, Used to support the development of the company. Qumei runto is a special purpose vehicle established by the company for the acquisition of ekonres as.
▼ focus II:
Many companies plan to invest heavily in new projects
Satellite chemistry: the company and the Management Committee of the National East Central West Regional Cooperation Demonstration Zone ( Jiangsu Lianyungang Port Co.Ltd(601008) Xuwei New Area) signed the investment project cooperation agreement on December 28, 2021. The company plans to invest in the new green chemical new material industrial park project in Jiangsu Lianyungang Port Co.Ltd(601008) Xuwei new area. The total investment of the project including tax is about 15 billion yuan, of which the investment in fixed assets including tax is about 13 billion yuan. The construction content mainly includes an annual output of 200000 tons of ethanolamine (EOA), 800000 tons of polystyrene (PS) and 100000 tons α- Olefins and supporting Poe, 750000 T / a carbonate series production units and related supporting projects are implemented step by step in three phases.
Guangdong Nedfon Air System Co.Ltd(301043) : the company plans to invest in the construction of Guangdong Nedfon Air System Co.Ltd(301043) air handling unit industrial project in Taishan industrial new town, mainly engaged in the R & D, production and sales of air handling unit equipment, fan coil, fresh air exchanger, building fan and industrial fan. The total investment of the project is about 1 billion yuan.
Nanjing Vazyme Biotech Co.Ltd(688105) : the company plans to sign an investment agreement with the Management Committee of Nanjing Economic and Technological Development Zone to invest in the construction of Nanjing Vazyme Biotech Co.Ltd(688105) production base project, with a total investment of about 1.3 billion yuan.
Zhejiang Orient Gene Biotech Co.Ltd(688298) : the company plans to sign the investment agreement for Dongfang gene biochip production and research base project with the government of Wenjiang District, Chengdu, to invest and establish a wholly-owned subsidiary of the company in Wenjiang District, Chengdu to implement the project. The investment matters and investment agreement mainly agree on the contents related to investment and construction, with a total investment of about 600 million yuan.
Haohua Chemical Science & Technology Corp.Ltd(600378) : Liming chemical research and Design Institute Co., Ltd., a wholly-owned subsidiary of the company, plans to invest in the construction of 46600 T / a special new material project, with a total investment of 487969200 yuan. The construction contents include: Construction of 600 t / a palladium catalyst unit, 500 t / a diisobutyl methanol and 500 t / a tetrabutylurea units; Build 20000 t / a hydrogen peroxide (27.5%) plant; Build a 25000t / a special polyurethane new material production plant on the basis of making full use of the old equipment; Supporting public works and auxiliary works.
The company announced on the same day that Liming chemical research and Design Institute Co., Ltd., a wholly-owned subsidiary of the company, plans to invest in XX raw material industrialization capacity-building project, with a total investment of 493.8613 million yuan and a production scale of XX raw materials with a total capacity of 6509 tons / year.
Rizhao Port Co.Ltd(600017) : the company will build a smart green port R & D base and plans to purchase some office buildings developed by Shandong port industry city integration development Rizhao Co., Ltd. in building S01 north of Huanghai 1st Road and west of Haibin 2nd Road, Rizhao City. The estimated price is about 234017200 yuan.
Shantou Dongfeng Printing Co.Ltd(601515) : Jiangsu Fuxin Huakang packaging materials Co., Ltd., the holding subsidiary of the company, plans to invest 120 million yuan to obtain the project land in Hongqiao Industrial Park, Taixing City, Jiangsu Province and invest in the construction of pharmaceutical packaging hard film production project.
Zhejiang Huakang Pharmaceutical Co.Ltd(605077) : the company plans to invest 68 million yuan to implement the “zero land” technical transformation of the existing workshop, and use the current advanced process and technical means to invest in the energy-saving and production expansion technical transformation project of 20000 t / a crystalline maltitol. The new capacity scale is: crystalline maltitol 20000 t / A and by-product liquid maltitol 6000 T / A.
▼ focus III:
Zhejiang Xcc Group Co.Ltd;(603667) : it is estimated that the wind power roller supplied to Dalian metallurgy will generate a revenue of 360 million yuan – 375 million yuan in the next three years
Zhejiang Xcc Group Co.Ltd;(603667) announcement: on December 28, 2021, the company signed the strategic cooperation agreement with Dalian metallurgy. The two sides reached a strategic cooperation consensus on the procurement of three row pitch bearing rollers of Yuanjing energy wind power project and Xinjiang Goldwind Science And Technology Co.Ltd(002202) , Ming Yang Smart Energy Group Limited(601615) offshore wind power project pitch bearing rollers, main shaft bearing rollers and some wind power bearing ring forgings. In the future Zhejiang Xcc Group Co.Ltd;(603667) will serve as a partner to supply wind power pitch bearing rollers Wind turbine main shaft bearing roller and some wind turbine bearing ring forgings. It is estimated that a total of 14.4-15 million Dalian metallurgical wind power rollers will be supplied from Zhejiang Xcc Group Co.Ltd;(603667) 2022 to 2024. It is preliminarily estimated that the company will generate an operating revenue of about 360 million yuan to 375 million yuan in the next three years, and the company’s operating revenue will be 1.754 billion yuan in 2020. The performance of this agreement will have a positive impact on the company’s future operating performance. At present, the company’s wind power products are mainly wind power rollers, which belong to the upstream of the wind power industry, and the roller value accounts for 10% – 15% of the total bearing value.
▼ focus four:
The net profits of the two companies increased significantly in 2021
Naipu Mining Machinery Co.Ltd(300818) : disclosure of performance forecast. The company expects to make a profit of 165-195 million yuan in 2021, an increase of 306.17% – 380.02% over the same period last year. The change in performance is mainly due to the increase in the income of erdente project.
Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) : disclosure of performance forecast. The company expects to make a profit of 330-490 million yuan in 2021, an increase of 155.18% – 278.90% over the same period of last year. During the reporting period, the company further improved its management level and operation efficiency by strengthening market development and centralized procurement of raw materials, resulting in a significant increase in orders.
▼ focus five:
Andon Health Co.Ltd(002432) : no orders totaling $240 million from a single customer were received
Andon Health Co.Ltd(002432) : according to the announcement of stock trading risk disclosure, the company is concerned about the recent news spread on the company’s stock bar and other Internet platforms, as well as the problems raised in the interactive exchange. The company reiterates and reminds again on the following points: the company and its subsidiaries have not developed and manufactured covid-19 testing products for pets; The company did not receive orders totalling $240 million from a single customer.
Restructuring & fixed increase
Dajin Heavy Industry Co.Ltd(002487) : disclose the plan for non-public offering of shares. The issuance targets no more than 35 specific investors who meet the provisions of the CSRC. The total amount of funds to be raised is no more than 510 million yuan. The net amount of funds raised after deducting the issuance expenses will be used for the 250MW wind farm project in Liujiazi, Zhangwu West, Fuxin, Liaoning, Dajin Heavy Industry Co.Ltd(002487) Penglai base production line upgrading and R & D center construction project Blade production base project of Dajin Heavy Industry Co.Ltd(002487) (Yantai) wind power Co., Ltd., Dajin Heavy Industry Co.Ltd(002487) technical transformation project of Fuxin base, and supplement working capital.
major events
Sinomach General Machinery Science & Technology Co.Ltd(600444) : according to the announcement of stock trading changes, the company only has centrifugal extractor products that can be applied in the field of lithium extraction from salt lake. In recent three years, the centrifugal extractor business accounts for about 5% of the company’s operating revenue and is rarely applied in the field of lithium extraction from salt lake. In addition, the company has no other products and technical reserves in the field of lithium extraction from salt lake.
Sichuan Hebang Biotechnology Co.Ltd(603077) : Wujun Guangneng, the holding subsidiary of the company, has completed the share reform. In order to make Wujun Guangneng professional, focus on the field of green energy, and achieve better and stronger development in this field, the company plans to split Wujun Guangneng and list it on the Shanghai Stock Exchange.
Hubei Xingfa Chemicals Group Co.Ltd(600141) : Yidu Xingfa, a wholly-owned subsidiary of the company, plans to acquire 100% equity of Yidu Ningtong Logistics Co., Ltd. (hereinafter referred to as “Ningtong logistics”) held by Yichang Xingfa, the controlling shareholder of the company, in cash, with a transaction price of 239173100 yuan. After the 3 million T / a low-grade collophanite beneficiation and deep processing project of Yidu Xingfa and the 400000 T / a synthetic ammonia project of Yichang xingxinglantian Technology Co., Ltd., a joint-stock enterprise of the company, are completed and put into operation in 2021, the scale of material reception and circulation in the park will be further expanded. Under this background, supporting port logistics assets nearby will help the company improve the logistics efficiency of products and raw materials, Reduce logistics costs and enhance profitability.
Xinyaqiang Silicon Chemistry Co.Ltd(603155) : Recently, the company received a notice issued by the Department of industry and information technology of Jiangsu province that the company’s core product hexamethyldisilazane was recognized as the single champion product of manufacturing industry by the Ministry of industry and information technology of the people’s Republic of China and China Industrial Economic Federation (the Sixth Batch).
Huaneng Lancang River Hydropower Inc(600025) : on December 28, 2021, the company, as the seller, signed the Guangdong power purchase and sale contract for power transmission of Lancang River Upstream Hydropower Station from 2021 to 2023 with Guangdong Power Grid Co., Ltd., the power purchaser, Yunnan Power Grid Co., Ltd., and China Southern Power Grid Co., Ltd. EHV transmission company. From 2021 to 2023, the guaranteed quantity and price of power transmission of hydropower stations in the upper reaches of Lancang River in Guangdong is 20 billion kWh (on grid side), and the guaranteed quantity bidding power is 3.6 billion kWh (on grid side). All on grid electricity exceeding the annual priority power generation plan is recognized as market-oriented trading electricity. From 2021 to 2023, the on grid electricity price of guaranteed quantity and guaranteed price of power transmitted by Lancang River Upstream Hydropower Station to Guangdong is 300 yuan / MWh (including tax).
Shanghai Electric Power Co.Ltd(600021) : Recently, 32 turbines of Fengxian offshore wind power project, which is 50% owned by the company and Shanghai Green Energy Co., Ltd., have been connected to the grid for power generation. The total installed capacity of the project is 206.4 MW, 32 wind turbines with a unit capacity of 6.45 MW are built, and the annual power generation is expected to be about 600 million kwh after being put into operation.
Jinguan Electric Co.Ltd(688517) : Nanyang Jinguan intelligent switch Co., Ltd., a wholly-owned subsidiary of the company, won the bid for the first bid section of “procurement project of supporting energy storage equipment for roof photovoltaic power station of standardized plant in industrial cluster area of Neixiang County”, with the bid winning amount of RMB 8880000.00, accounting for 1.68% of the company’s audited operating revenue in 2020.
Hillstone Networks Co.Ltd(688030) : the company recently received the reply issued by China Securities Regulatory Commission, agreeing to the company’s application for registration of issuing convertible corporate bonds to unspecified objects.
Guangxi Guidong Electric Power Co.Ltd(600310) : ICBC financial assets investment Co., Ltd. plans to separately increase the capital of Guangxi guangtou Qiaogong Energy Development Co., Ltd., a wholly-owned subsidiary of the company, with RMB 800 million to subscribe for its additional share capital of 387693600 shares. After the capital increase, the registered capital of Qiaogong energy company will increase from 10 million yuan to 13.876936 million yuan. The company holds 72.0620% equity of Qiaogong energy company, and ICBC investment holds 27.9380% equity of Qiaogong energy company. Qiaogong energy was changed from a wholly-owned subsidiary of the company to a holding subsidiary of the company.
Shanghai Chinafortune Co.Ltd(600621) : Morgan Securities, a joint-stock subsidiary of Huaxin securities, a wholly-owned subsidiary of the company, plans to increase the registered capital by RMB 698370640, and the capital increase price is RMB 1000000000. Huaxin securities decided to give up the capital increase, that is, Morgan Stanley agreed to increase the capital of Morgan Securities unilaterally. After the capital increase, the registered capital of Morgan Securities will increase from RMB 102 million to RMB 1718370640, the shareholding ratio of Morgan Stanley will change from 90% to 94.06%, and the shareholding ratio of Huaxin securities will change from 10% to 5.94%.
Henan Hengxing Science & Technology Co.Ltd(002132) : the trial production scheme of “120000 T / a high-performance silicone polymer project” of Inner Mongolia Xingxing Chemical Co., Ltd., the holding subsidiary of the company, was reviewed and approved by the expert group. It has the conditions for commissioning and can officially enter the trial production stage.
China Merchants Property Operation & Service Co.Ltd(001914) : the company and China Southern Airlines Group recently signed the property right transaction contract. The company paid cash to transfer 95% of the equity of China Southern Airlines Group Property Management Co., Ltd. (hereinafter referred to as “China Southern Airlines property”) publicly listed and transferred by China Southern Airlines Group in Beijing property right exchange, with the transfer price of 230 million yuan. After the acquisition, the company will hold 95% equity of China Southern Airlines property and China Southern Airlines Group will hold 5% equity of China Southern Airlines property.
Jangho Group Co.Ltd(601886) : Shanghai Jianghe curtain wall system engineering Co., Ltd., a wholly-owned subsidiary of the company, recently received the letter of acceptance for the facade project of plot 58-01 in central Zhangjiang sent by Shanghai Haoji Zhangxin Construction Development Co., Ltd., with the bid winning amount of 417980759 yuan, accounting for about 2.32% of the company’s business income in 2020. The project is located in Pudong New Area, Shanghai, with a total curtain wall area of about 102000 square meters and an office tower height of about 320 meters. The total construction period of the project is expected to be 732 days. After completion, it will become one of the landmark business complexes in the region.
Bluedon Information Security Technologies Co.Ltd(300297) : the company received the notice of filing a case from the CSRC on December 29, 2021. Because the company is suspected of illegal information disclosure, the CSRC decided to file a case against the company in accordance with the securities law of the people’s Republic of China, the administrative punishment law of the people’s Republic of China and other laws and regulations.
increase / decrease
Pylon Technologies Co.Ltd(688063) : RONGTONG hi tech, the shareholder holding 7.03%, plans to reduce the number of shares of the company by means of centralized bidding and block trading, with a reduction ratio of no more than 6.14% of the total shares of the company.
Anhui Landun Photoelectron Co.Ltd(300862) : Lin Zhiqiang, the shareholder who holds 7699627 shares of the company (accounting for 5.8388% of the total share capital of the company), plans to reduce no more than 7699627 shares of the company (accounting for 5.8388% of the total share capital of the company) through centralized bidding and block trading within 6 months.
Guangdong Tapai Group Co.Ltd(002233) : Xu Yongshou, the shareholder holding 93657056 shares of the company (accounting for 7.86% of the total share capital of the company), plans to reduce 23845500 shares of the company (accounting for 2% of the total share capital of the company) by means of centralized bidding or block trading within 6 months after 15 trading days from the announcement date.
summary of suspension and resumption
resumption company:
Spearhead Integrated Marketing Communication Group(300071) (300071)
Suspended company:
Ccoop Group Co.Ltd(000564) (000564)
(Shanghai Securities News)
