Kweichow Moutai Co.Ltd(600519) has a good performance in the two months before the first announcement in history, Semiconductor Manufacturing International Corporation(688981) disclosed that the profit growth momentum is rapid, Wanhua Chemical Group Co.Ltd(600309) announced a record annual record, Anhui Conch Cement Company Limited(600585) revealed a grand plan of 5 billion yuan…
3 on the evening of March 8, about 40 listed companies in Shanghai and Shenzhen disclosed the repurchase plan and repurchase progress announcement, and a number of listed companies disclosed the announcement of increasing shareholding of shareholders or senior executives
Among them, 21 companies in Shanghai stock market alone submitted announcements related to share increase and repurchase, including large and medium-sized companies such as Qi An Xin Technology Group Inc(688561) , Haier Smart Home Co.Ltd(600690) , Zhejiang Chint Electrics Co.Ltd(601877) , 360 Security Technology Inc(601360) .
real gold and silver, inject confidence
technology companies actively repurchase shares
According to the announcement, most of the repurchase plans disclosed on the evening of March 8 are high-quality technology companies.
First, let’s look at Qi An Xin Technology Group Inc(688561) , the company plans to use its own funds of 150 million yuan to 300 million yuan to repurchase shares, and the repurchase price shall not exceed 80 yuan / share Qi An Xin Technology Group Inc(688561) said that the share repurchase showed that the board of directors agreed that the development potential and share price of the company were seriously underestimated, and fully expressed their long-term confidence in the company’s strategic direction and business prospects.
Looking at Beijing Bdstar Navigation Co.Ltd(002151) , the company plans to invest 150 million yuan to 200 million yuan to buy back shares at a price of no more than 50 yuan / share. The closing price of the company’s shares on March 8 was 34.02 yuan / share.
360 Security Technology Inc(601360) chose to accelerate the implementation of the previous repurchase plan. In order to show confidence in the future development, 360 Security Technology Inc(601360) 8 disclosed the announcement on the implementation arrangement of the repurchase plan on the evening of March 9. The company plans to repurchase shares by means of centralized bidding within three trading days from March 9 to 11, with a total repurchase amount of no less than 90 million yuan and no more than 120 million yuan. The company said that the subsequent repurchase will continue to be implemented according to the previous repurchase plan.
Similar to 360 Security Technology Inc(601360) situation, Zhejiang Chint Electrics Co.Ltd(601877) , the company plans to repurchase the company’s shares in the form of centralized bidding transaction from March 9 to 11, with a total repurchase amount of no less than 50 million yuan and no more than 100 million yuan. In retrospect, Zhejiang Chint Electrics Co.Ltd(601877) in November 2021 disclosed a repurchase plan with a repurchase price of no more than 82.08 yuan / share and a total repurchase amount of no less than 1 billion yuan and no more than 2 billion yuan. As of February 28 this year, the company has repurchased 18794500 shares, at a cost of about 940 million yuan.
On the evening of March 8, Hangzhou Mdk Opto Electronic Corporation Limited(688079) Hangzhou Mdk Opto Electronic Corporation Limited(688079) announced that the company plans to buy back the company’s shares with 20 million yuan to 40 million yuan, and the repurchase price will not exceed 21 yuan / share. The repurchase will be used to implement equity incentive. The closing price of the company’s shares on the 8th was 13.26 yuan.
According to statistics, on March 8, 12 listed companies in Shanghai Stock Market issued an announcement on the progress of share repurchase, and two companies promised to continue to repurchase within three days.
several companies have been increased by important shareholders
In addition to the company’s active repurchase, some companies also disclosed the shareholding increase plans of controlling shareholders or senior executives.
it was announced on the evening of 6 Rongfeng Holding Group Co.Ltd(000668) that Yutong group, the controlling shareholder of the company, and its persons acting in concert planned to increase the shares of the company with their own funds within 6 months from March 8, 2022, with a cumulative increase of no less than 100 million yuan and no more than 200 million yuan. According to the announcement, Yutong group has increased its holdings of 2226800 shares by means of centralized bidding trading on March 8, at a cost of nearly 20 million yuan.
Haier Smart Home Co.Ltd(600690) disclosed the plan to increase its holdings. It has increased its holdings by 145 million yuan on the 8th and will continue to increase its holdings by 200 million yuan to 350 million yuan in the next six months.
Zhejiang Hangmin Co.Ltd(600987) disclosure announcement: Hangmin group, the controlling shareholder of the company, plans to increase its stake in Zhejiang Hangmin Co.Ltd(600987) with its own funds within 6 months. The number of shares increased (including 1 million shares increased on March 8) shall not be less than 10 million shares and not more than 15 million shares, and the proportion of shares increased shall not be less than 0.95% of the issued shares of the company and not more than 1.43% of the issued shares of the company.
In addition, Ding Shizhe, the shareholder of Betta Pharmaceuticals Co.Ltd(300558) , increased his holdings of about 540000 shares of the company through contractual private placement fund on March 8, with an average transaction price of about 55.13 yuan / share, and will continue to increase his holdings in the future.
The company’s executives choose to increase their holdings On the evening of Zhejiang Dingli Machinery Co.Ltd(603338) 8, it was announced that the company received a notice from Liang Jin, Secretary of the board of directors, that it planned to increase its holdings of the company’s shares by no less than 8 million yuan and no more than 10 million yuan. Before the implementation of this shareholding increase plan, Liang Jin did not hold shares in the company.
Wanhua Chemical Group Co.Ltd(600309) last year’s profit was 24.6 billion yuan
Record high
Wanhua Chemical Group Co.Ltd(600309) with a record annual report, it declares the strong strength and super toughness of high-quality listed companies.
On March 8, Wanhua Chemical Group Co.Ltd(600309) disclosed the performance express of 2021. During the period, the company achieved a total operating revenue of 145538 billion yuan, an increase of 98.19% year-on-year; The net profit was 24.649 billion yuan, a year-on-year increase of 145.47%; The net profit excluding non recurring profit and loss was 24.356 billion yuan, a year-on-year increase of 155.2%. This is the best performance the company has ever had.
The increase in the volume and price of main products is the main reason for the bright achievements of Wanhua Chemical Group Co.Ltd(600309) war.
Taking MDI as an example, according to the data of Zhuo Chuang information, in 2021, the average prices of pure MDI and aggregate MDI were 2226933 yuan / ton and 199893 yuan / ton respectively, with a year-on-year increase of 24.25% and 36.03%. In the performance express, the company said that during the reporting period, there was a phased imbalance between supply and demand of global chemical products, and the general price of chemical products increased. With the technical transformation of Wanhua Yantai MDI unit and the commissioning of new production capacity and new units such as one million tons of ethylene, the production and sales of the company’s main products such as polyurethane, petrochemical and fine chemicals increased significantly, the scale effect appeared and the profitability improved.
According to the company, in 2021, the company’s new production capacity and new devices were put into operation, which improved the supply capacity of the global market. At the same time, relying on the global supply chain and channel layout for many years, the company overcame many adverse factors such as the epidemic situation, orderly ensured the market supply of global core customers, and the volume and price of major products such as polyurethane, petrochemical and fine chemicals rose simultaneously, The operating revenue and profit of the group have increased significantly.
Last year’s fourth quarter results fell slightly month on month. According to the company’s published financial data for the third quarter of 2021, the company’s net profit in the fourth quarter was about 5.107 billion yuan, an increase of about 9% year-on-year and a decrease of 15% month on month. From the fourth quarter of last year, MDI prices increased slightly and product profits increased slightly. However, due to the maintenance of Ningbo MDI phase I and phase II and the production failure of BC company, MDI production and sales fell month on month in that quarter. In addition, the overall correction of petrochemical product prices in the fourth quarter of last year resulted in a month on month decline in performance.
According to the research reports of many securities companies, in the future, the global polyurethane industry has few plans for new production capacity except Wanhua Chemical Group Co.Ltd(600309) and the industry pattern is expected to remain stable. On the demand side, the downstream demand of polyurethane is expected to maintain stable growth in the future. With the recovery of the global economy, the industry boom is expected to maintain.
It is reported that the company’s ethylene phase II project has been started, with a production capacity of 1.2 million tons, and its products include ethylene, butadiene, polyolefin elastomer Poe, etc. With the further improvement of petrochemical production capacity, the synergy effect of industrial chain is also increasing, which can provide raw material supply for the company’s new material business and enhance the company’s comprehensive advantages.
On the basis of petrochemical business, Wanhua Chemical Group Co.Ltd(600309) continues to develop fine chemicals and new materials business. The company has actively arranged many projects such as citral and derivatives, PC, synthetic spices, biodegradable plastics, lithium battery cathode materials, large-size monocrystalline silicon and other high value-added new materials. In January 2022, the company’s annual output of 50000 tons of lithium iron phosphate project was launched in Meishan, Sichuan.
Anhui Conch Cement Company Limited(600585) plans to enter new energy with 5 billion yuan
A grand plan to cost 5 billion yuan reveals the important investment direction of Anhui Conch Cement Company Limited(600585) 2022, and also shows the company’s ambition and hope to enter the new energy business.
On March 8, Anhui Conch Cement Company Limited(600585) announced that 5 billion yuan will be invested in the development of photovoltaic power stations, energy storage projects and other businesses this year to realize the full coverage of photovoltaic power generation in subordinate factories; It is estimated that by the end of 2022, the installed capacity of photovoltaic power generation will reach 1 GW and the annual power generation capacity will be 1 billion kwh.
Anhui Conch Cement Company Limited(600585) said that the above investment plan is the goal formulated under the company’s “14th five year plan” business development strategy. In practice, the company has already taken steps to explore. In August 2021, Anhui Conch Cement Company Limited(600585) acquired 100% equity of Anhui Conch new energy Co., Ltd. for a consideration of 443 million yuan, making it an important player in the “chess game” of green transformation.
On the other hand, with the adjustment of energy structure and the construction of a new cost model, green economy and industrial upgrading have become the general trend. Emission reduction and carbon reduction and the layout of new energy have also become the only way for the cement industry.
Large scale layout of new energy, Anhui Conch Cement Company Limited(600585) what exactly do you like? “Electricity” is perhaps the most straightforward answer. The company admitted that the previously acquired conch new energy is mainly engaged in photovoltaic power generation, which can provide power support for cement production and will play an auxiliary role in supporting the development of the company’s main business; The development of new energy business is conducive to the company’s promotion of industrial diversification; The environmental benefits of new energy also meet the requirements of “carbon peak and carbon neutralization”, which can help the transformation and upgrading of the company and even the cement industry.
In January this year, the industrial and commercial change of conch new energy occurred, and the registered capital increased from 500 million yuan to 5 billion yuan. The company “bet” on the completion of the ambition of new energy Anhui Conch Cement Company Limited(600585) said that at present, the company’s photovoltaic power generation is 180MW, which is expected to reach 700MW next year; The full coverage of photovoltaic power plants will be realized as soon as possible. In the future, the proportion of new energy will be continuously increased. Energy storage projects will be built in places with large price difference between peak and valley electricity, and wind power projects will be built if conditions permit.
In addition, in October last year, Anhui Conch Cement Company Limited(600585) also subscribed 1.6 billion yuan as a limited partner and jointly funded the establishment of China building materials new materials fund with China building materials private equity fund and other limited partners. The idea of “green development” is also continued. The company said that this move can create a new industrial growth pole while implementing the “double carbon” strategy.
Exploring the win-win way of economy and environment, conch group, the major shareholder of the company, has “shown” its achievements. It is reported that the group has built 19 photovoltaic power stations, 3 energy storage power stations and 1 wind power project. In 2021, 163 million kwh of photovoltaic power generation and 24.64 million kwh of energy storage will be realized.
At the same time, conch group used cement kilns to jointly dispose of domestic waste, solid waste and hazardous waste, and promoted 167 sets of waste and solid waste and hazardous waste treatment environmental protection projects in more than 20 provinces, forming an annual design scale of more than 17 million tons of domestic waste and more than 9 million tons of industrial solid and hazardous waste.
According to the data released by Anhui SASAC, in 2021, conch group actually completed an investment of 18.7 billion yuan, of which the investment in emerging green industries accounted for more than 30%. Green industries have gradually become one of the pillar industries of the group’s new round of development.
cement industry collective Pathfinder
“scenery” transformation
Under the background of “double carbon” and market-oriented reform of electricity price, the traditional “large energy consumers” have been put on a “tight hoop”, and the way of expanding and developing by relying on new production lines is unsustainable. Entering new energy has almost become the common choice of cement enterprises.
On the evening of February 17, Gansu Shangfeng Cement Co.Ltd(000672) announced that it plans to use its own funds of no more than 500 million yuan for equity investment in new economy industries, mainly for high-quality growth projects driven by new energy and scientific and technological innovation and led by green and high-quality development, including but not limited to new energy storage, chip semiconductor, new materials, environmental protection and other industries.
In the traditional building materials industry, in recent years, Gansu Shangfeng Cement Co.Ltd(000672) is gradually building a business structure of “main business of cement building materials + extension of aggregate environmental protection logistics industry + new economic investment”, so as to promote energy conservation and consumption reduction while resisting the cyclical risks of the industry.
In January this year, Gansu Shangfeng Cement Co.Ltd(000672) also reached a strategic framework agreement with the leading photovoltaic inverter Sungrow Power Supply Co.Ltd(300274) sunshine new energy and Hefei Yixin to jointly layout green energy industries such as photovoltaic power generation and energy storage, and jointly develop photovoltaic and energy storage projects in the form of industrial investment on the basis of meeting the green power demand of “zero purchase” of all bases of the company. The announcement shows that the three parties will set up a joint venture in Ningbo, Zhejiang Province as the main body of the follow-up development of photovoltaic business, of which Gansu Shangfeng Cement Co.Ltd(000672) contributed 30 million yuan, with a shareholding ratio of 60%.
Coincidentally, in June 2021, Guangdong Tapai Group Co.Ltd(002233) released the investment plan of distributed photovoltaic power generation and energy storage integration project, which plans to build photovoltaic and energy storage power stations by using the plant areas and mining areas of subordinate companies, with a total investment of 1.339 billion yuan.
In addition, Jiangxi Wannianqing Cement Co.Ltd(000789) in the interaction with investors, said that the company had started to build photovoltaic power generation projects in some production bases as early as 2020. With the implementation of the dual control policy of energy consumption, the construction of photovoltaic power generation projects will be accelerated. In January 2021, the 500 kW distributed roof photovoltaic power station of Shangyou Jiangxi Wannianqing Cement Co.Ltd(000789) Xincai company, a subsidiary of the company, was successfully incorporated into the State Grid for operation.
