China Meheco Group Co.Ltd(600056) signed an agreement with Pfizer Zhejiang Huayou Cobalt Co.Ltd(603799) clarify market rumors Ping An Bank Co.Ltd(000001) etc. launch the annual distribution plan Wingtech Technology Co.Ltd(600745) independently designed and developed IGBT Series products were successfully streamed Tongwei Co.Ltd(600438) : the net profit in the first two months increased by about 650% year-on-year; The performance of the two companies increased significantly in the first quarter
today’s highlights
▼ focus I:
China Meheco Group Co.Ltd(600056) signed agreement with Pfizer
On March 9, 2022, the company signed an agreement with Pfizer. The company will be responsible for the covid-19 virus treatment drug paxlovid? Business operation in the Chinese mainland market. The final use and sales of products are greatly uncertain due to factors such as epidemic prevention and control, and it is expected that the relevant business scale accounts for a small proportion of the company’s overall business volume, which has no significant impact on the company’s recent operating performance.
The company announced on the same day that its wholly-owned subsidiary Tianfang Co., Ltd. drug risedronate tablets passed the conformity evaluation of generic drugs. The drug is suitable for the treatment and prevention of osteoporosis in postmenopausal women.
▼ focus II:
Zhejiang Huayou Cobalt Co.Ltd(603799) clarify market rumors
The company issued a Clarification Announcement. The company is concerned about media reports about the company’s accumulation of a large number of short positions in the nickel derivatives market and the possible impact of the company’s Indonesian nickel resource development project by its partners. The company clarifies that nickel is the main raw material in the production and operation of the company. Recently, the nickel futures market has experienced abnormal fluctuations. Up to now, the company has not been forced to close its positions, and the risk is controllable. The company’s production and operation are normal. Nickel and cobalt resource development projects such as the laterite nickel ore hydrometallurgy crude nickel and cobalt hydroxide project and the laterite nickel ore pyrometallurgy high matte project arranged in Indonesia are normally promoted. Among them, the laterite nickel ore hydrometallurgy project with an annual output of 60000 tons of nickel metal of the subsidiary Huayue nickel and cobalt Co., Ltd. has been successfully put into trial production.
▼ focus III:
Ping An Bank Co.Ltd(000001) etc. launch annual distribution plan
Ping An Bank Co.Ltd(000001) : disclose the annual report. In 2021, the company achieved an operating revenue of 169383 million yuan, a year-on-year increase of 10.3%; The net profit attributable to the bank’s shareholders was 36336 million yuan, an increase of 25.6% year-on-year; The basic earnings per share is 1.73 yuan / share. The company’s profit distribution plan for 2021 is: Based on the total share capital of 19405918198 shares on December 31, 2021, the company will distribute cash dividends of RMB 2.28 (including tax) to all shareholders for every 10 shares.
Tangshan Sunfar Silicon Industry Co.Ltd(603938) : issue annual report. In 2021, the company realized an operating revenue of 1598867200 yuan, a year-on-year increase of 58.89%; The net profit attributable to the shareholders of the listed company was 3356556 million yuan, a year-on-year increase of 244.76%. The basic earnings per share is 1.72 yuan. The company plans to distribute 1.72 yuan (including tax) for every 10 shares and increase 4 shares for every 10 shares to all shareholders with capital reserve.
Beijing Dahao Technology Corp.Ltd(603025) : issue annual report. In 2021, the company achieved a total operating revenue of 1.505 billion yuan, an increase of 80.76% over the same period of last year; The net profit attributable to the shareholders of the listed company was 358 million yuan, an increase of 67% over the same period last year; The basic earnings per share is 0.39 yuan. The company plans to distribute a cash dividend of 4 yuan (including tax) for every 10 shares.
▼ focus IV:
The performance of Zhenjiang Dongfang Electric Heating Technology Co.Ltd(300217) and Zhejiang Jolly Pharmaceutical Co.Ltd(300181) increased significantly in the first quarter
Zhenjiang Dongfang Electric Heating Technology Co.Ltd(300217) : disclose the performance forecast of the first quarter. The company expects to make a profit of 50-65 million yuan in the first quarter of 2022, an increase of 99.40% – 159.22% over the same period of the previous year. During the reporting period, the company’s sales revenue and profitability of polysilicon reduction furnace and cold hydrogenation electric heater products increased significantly year-on-year, while the main business of other sectors remained stable as a whole.
Zhejiang Jolly Pharmaceutical Co.Ltd(300181) : disclose the performance forecast of the first quarter. The company expects to make a profit of 67-71 million yuan in the first quarter of 2022, an increase of 52.98% – 62.12% over the same period last year. During the reporting period, the operating income of the company’s main products Wuling capsule, bailing tablet and Lingze tablet achieved rapid growth.
▼ focus V:
Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) increase the sales price of various models of titanium dioxide
According to the recent market demand of titanium dioxide, the company’s price committee decided to comprehensively increase the sales price of various models of titanium dioxide from March 9, 2022. Among them, the sales price of Chinese customers is increased by 1000 yuan / ton, and that of international customers is increased by 150 dollars / tonP align = “center” performance selection
Wuliangye Yibin Co.Ltd(000858) : the announcement of main performance data in 2021 is disclosed. It is expected to achieve an operating revenue of about 66.2 billion yuan in 2021, with a year-on-year increase of about 15%; The net profit attributable to shareholders of listed companies was about 23.35 billion yuan, a year-on-year increase of about 17%. The performance change is mainly due to the continuous growth of the volume and price of the company’s core products.
Shanghai Huayi Group Corporation Limited(600623) : release the performance express, and realize the revenue of 38.675 billion yuan in 2021, with a year-on-year increase of 36.09%; The net profit attributable to shareholders of listed companies was 2.961 billion yuan, a year-on-year increase of 599.29%. The deducted non net profit attributable to shareholders of listed companies was 2.621 billion yuan, a year-on-year increase of 450934%. The basic earnings per share is 1.39 yuan. In 2021, the downstream demand of the company’s chemical products was good, and the market price of main products increased significantly year-on-year.
Boe Technology Group Co.Ltd(000725) : disclosure of performance express. In 2021, the company achieved a total operating revenue of 21944193797500 yuan, a year-on-year increase of 61.89%; The net profit attributable to the shareholders of the listed company was 2582586357900 yuan, a year-on-year increase of 412.86%; The basic earnings per share is 0.71 yuan.
China stock market news: disclosure of performance express.
In 2021, the company achieved a total operating income of 1309432064824 yuan, a year-on-year increase of 58.94%; The net profit attributable to the shareholders of the listed company was 855292769606 yuan, a year-on-year increase of 79.00%; The basic earnings per share is 0.83 yuan.
Changjiang Securities Company Limited(000783) : disclosure of performance express. In 2021, the company achieved a total operating income of 8623165100 yuan, a year-on-year increase of 10.78%; The net profit attributable to the shareholders of the listed company was 2409539500 yuan, a year-on-year increase of 15.54%; The basic earnings per share is 0.44 yuanP align = “center” fixed increase & reorganization
Guangzhou Kdt Machinery Co.Ltd(002833) : disclose the plan for non-public offering of shares. The objects of this issuance are no more than 35 specific objects in line with the provisions of the CSRC, including Li Maohong, the controlling shareholder of the company. The subscription amount of Li Maohong is no less than 150 million yuan and no more than 400 million yuan. The total amount of funds raised in this offering does not exceed 1 billion yuan. The net amount of funds raised after deducting the issuance expenses is intended to be used for the construction project of furniture Siasun Robot&Automation Co.Ltd(300024) automatic production line manufacturing base, Guangzhou Kdt Machinery Co.Ltd(002833) group Shunde high-end furniture equipment intelligent manufacturing base and supplementary working capital.
Beijing Qianjing Landscape Co.Ltd(603778) : the company has received the notice from the company’s joint controlling shareholders Yang Jing and Hui Quanfu, who are planning the change of the company’s controlling shareholder and actual controller. The trading of the company’s shares has been suspended since March 10, 2022, and it is expected that the suspension will not exceed two trading days.
Csd Water Service Co.Ltd(603903) : the registration procedure of the newly issued shares in Shanghai Branch of China Securities Depository and Clearing Corporation Limited was completed on March 8, 2022. Before this non-public offering, the controlling shareholder of the company was Zhongzhi (Beijing) Environmental Protection Development Co., Ltd. and the actual controller was Xu Guodong. After this non-public offering, the company has no controlling shareholder and actual controller, and the control right of the company has changedP align = “center” important matters
Tongwei Co.Ltd(600438) : the business data announcement was issued. From January to February 2022, the photovoltaic industry maintained a high development momentum. The production and sales of the company’s main products were booming. All business segments operated effectively and achieved good business results. According to the preliminary accounting of the company, from January to February 2022, the company achieved an operating revenue of about 16 billion yuan, an increase of about 130% year-on-year; The net profit attributable to shareholders of listed companies was about 3.3 billion yuan, an increase of about 650% year-on-year.
Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) : the announcement of operating data is released. From January to February 2022, the company is expected to achieve a total operating revenue of more than 7.4 billion yuan, an increase of more than 35% year-on-year; The net profit attributable to shareholders of listed companies is expected to be more than 2.7 billion yuan, with a year-on-year growth rate of more than 50%.
Proya Cosmetics Co.Ltd(603605) : the announcement of business data was released. From January to February 2022, the company achieved a total operating revenue of about 630 million yuan, an increase of about 30% year-on-year; The net profit attributable to shareholders of listed companies was about 60 million yuan, with a year-on-year increase of about 35%.
China Jushi Co.Ltd(600176) : Announcement on production and operation: at present, the production capacity of the company’s production base outside China is running at full capacity, the roving production and sales rate remains high, the inventory level continues to maintain a historical low, the sales price has increased steadily month on month, and the production and operation status is stable and good. The total profit from January to February 2022 increased by more than 60% year-on-year.
Gansu Guofang Industry & Trade Group Limited By Share Ltd(601086) : according to the announcement of operating data, from January to February 2022, the total operating revenue of the company is relatively stable, and the net profit is expected to be about 30 million yuan, an increase of about 20% year-on-year.
Lionco Pharmaceutical Group Co.Ltd(603669) : the company plans to repurchase shares for equity incentive plan or employee stock ownership plan, and the repurchase amount shall not be less than 30 million yuan and not more than 60 million yuan; The repurchase price shall not exceed 12.60 yuan / share.
Bio-Thera Solutions Ltd(688177) : the company recently received the notice of approval for clinical trial of bat8006 for injection of drugs under development approved and issued by the State Food and drug administration. Bat8006 is a targeted folate receptor developed by Bio-Thera Solutions Ltd(688177) company α (FR α) Antibody drug conjugate (ADC) is intended to be developed for the treatment of solid tumors.
Wingtech Technology Co.Ltd(600745) : at present, the insulated gate bipolar transistor (IGBT) series products independently designed and developed by the company have been successfully streamed, and significant progress has been made in stages. All parameters meet the design requirements. IGBT is not only the core device of power conversion, but also the main supporting technology of new energy and energy-saving and low-carbon economy. It has a wide application market. It is mainly oriented to new energy vehicles, photovoltaic / wind power generation, smart grid, high-power power supply, industrial control, household appliances and other fields. It is a high-quality track in semiconductors. After IGBT is successfully streamed, it still needs to be verified by the customer.
Anhui Zhongding Sealing Parts Co.Ltd(000887) : Anhui tesitong Pipeline Technology Co., Ltd., a subsidiary of the company, recently received a notice from the customer that the company has become a batch supplier of thermal management pipeline assembly products for a new platform project of a new power brand host factory in China (limited to confidentiality agreement, its name cannot be disclosed). The life cycle of the project is 5 years, and the total amount of the life cycle is about 213 million yuan.
Guangzhou Tinci Materials Technology Co.Ltd(002709) : from January to February 2022, the industry related to new energy vehicles maintained a high momentum of development. The production and sales of the company’s main products were booming, the new production capacity climbed smoothly, the self-production rate of main raw materials increased steadily, and achieved good business results. According to the preliminary accounting of the company, from January to February, the company achieved an operating revenue of about 3.3 billion yuan, an increase of about 260% year-on-year; The net profit attributable to the shareholders of the listed company was about 860 million yuan, a year-on-year increase of about 470%.
Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) : according to preliminary accounting, from January to February 2022, the company achieved a cumulative operating revenue of about 2.6 billion yuan, an increase of 24% year-on-year; The net profit attributable to shareholders of listed companies was about 260 million yuan, a year-on-year increase of 122%P align = “center” increase / decrease
Liaoning Energy Industry Co.Ltd(600758) : the shareholder China Cinda intends to reduce its holding of no more than 26440347 shares of the company (accounting for about 2% of the total share capital of the company) by means of centralized bidding within six months after the disclosure of the reduction announcementP align = “center” summary of suspension and resumption
resumption company:
\u3000\u3 Jointo Energy Investment Co.Ltd.Hebei(000600) 461 Jiangxi Hongcheng Environment Co.Ltd(600461) )、 Fujian Start Group Co.Ltd(600734) Fujian Start Group Co.Ltd(600734) )。
Suspended company:
\u3000\u3 Shengda Resources Co.Ltd(000603) 778 Beijing Qianjing Landscape Co.Ltd(603778) )。
\u3000
