Midea Group Co.Ltd(000333) and other proposed large amount repurchase Wingtech Technology Co.Ltd(600745) 5 billion yuan of overseas cooperation projects were officially shipped Suzhou Maxwell Technologies Co.Ltd(300751) etc. push up the distribution plan Do-Fluoride New Materials Co.Ltd(002407) and other companies’ performance in the first quarter increased significantly in advance Lb Group Co.Ltd(002601) etc. increase the selling price of products
today’s highlights
▼ focus I:
Midea Group Co.Ltd(000333) and other proposed large repurchase
Midea Group Co.Ltd(000333) : the company plans to buy back the company’s shares through centralized bidding trading through the trading system of Shenzhen Stock Exchange, and all of them will be used to implement the company’s equity incentive plan and / or employee stock ownership plan. The proposed repurchase amount is no more than 5 billion yuan and no less than 2.5 billion yuan; The repurchase price shall not exceed 70 yuan / share.
Yutong Heavy Industries Co.Ltd(600817) : the company plans to repurchase shares for the implementation of the company’s employee stock ownership plan. The repurchase amount shall not be less than 50 million yuan and not more than 100 million yuan; The repurchase price shall not exceed 14 yuan / share.
Opple Lighting Co.Ltd(603515) : the company plans to buy back shares as treasury shares for equity incentive and employee stock ownership plan. The repurchase amount shall not be less than 867343 million yuan and not more than 1734685 million yuan; The repurchase price shall not exceed 23 yuan / share.
▼ focus II:
Wingtech Technology Co.Ltd(600745) 5 billion yuan overseas cooperation projects officially shipped
The company’s product integration business has carried out computer, smart home and other business cooperation with specific overseas customers, and signed cooperation agreements. Recently, the smart home project that the company cooperates with specific overseas customers officially began mass production and realized normal shipment. The total amount of project cooperation is expected to be about 5 billion yuan.
▼ focus III:
Suzhou Maxwell Technologies Co.Ltd(300751) etc. push up the distribution plan
Suzhou Maxwell Technologies Co.Ltd(300751) : disclose the annual report. In 2021, the company realized an operating revenue of 309539123437 yuan, a year-on-year increase of 35.44%; The net profit attributable to the shareholders of the listed company was 64280218594 yuan, a year-on-year increase of 62.97%; The basic earnings per share is 6.26 yuan / share. The company’s profit distribution plan for 2021 is: Based on the total share capital of 108118057 shares as of February 28, 2022, the company will distribute cash dividends of RMB 15.00 (including tax) to all shareholders for every 10 shares, and increase 6 shares for every 10 shares to all shareholders with capital reserve.
Espressif Systems (Shanghai) Co.Ltd(688018) : issue annual report. In 2021, the company realized an operating revenue of 1386371500 yuan, an increase of 66.77% over the same period in 2020; The net profit attributable to the owners of the parent company was 198427700 yuan, an increase of 90.70% year-on-year. The company plans to distribute cash dividends of 16 yuan (including tax) to all shareholders for every 10 shares, and the total amount of cash dividends is expected to be 12825434080 yuan, accounting for 64.64% of the net profit attributable to shareholders of Listed Companies in the consolidated statements of the company in 2021.
Shandong Wit Dyne Health Co.Ltd(000915) : disclose the annual report. In 2021, the company realized an operating revenue of 202714197294 yuan, a year-on-year increase of 11.32%; The net profit attributable to the shareholders of the listed company was 38026270321 yuan, a year-on-year increase of 30.78%; The basic earnings per share is 1.62 yuan / share. The company’s profit distribution plan for 2021 is: Based on the total share capital of 234331485 shares on December 31, 2021, a cash dividend of RMB 8.00 (including tax) will be distributed to all shareholders for every 10 shares.
Shanghai Yongmaotai Automotive Technology Co.Ltd(605208) : issue annual report. In 2021, the company achieved an operating revenue of 3.290 billion yuan, a year-on-year increase of 22.01%; The net profit attributable to shareholders of listed companies was 227 million yuan, a year-on-year increase of 31.23%. The company plans to distribute a cash dividend of 1.8 yuan (including tax) for every 10 shares and increase 3.5 shares for every 10 shares to all shareholders with capital reserve.
▼ focus IV:
Do-Fluoride New Materials Co.Ltd(002407) and other companies’ performance in the first quarter increased significantly in advance
Do-Fluoride New Materials Co.Ltd(002407) : disclose the performance forecast of the first quarter. The company expects to make a profit of 70-730 million yuan in the first quarter of 2022, an increase of 650.55% – 682.72% over the same period of last year. During the reporting period, the development trend of the new energy industry continued to improve. The market demand for lithium hexafluorophosphate, the core product of the company’s new materials business segment, was strong. With the new production capacity gradually reaching the production capacity, the profitability increased significantly.
Zhejiang Yongtai Technology Co .Ltd(002326) : disclose the performance forecast of the first quarter. The company expects a profit of 371795100 yuan to 422825800 yuan in the first quarter of 2022, an increase of 410.00% – 480.00% over the same period of the previous year. During the reporting period, the company’s lithium battery materials business increased significantly year-on-year.
Guanghui Energy Co.Ltd(600256) : release performance forecast. It is estimated that the net profit attributable to the shareholders of the listed company in the first quarter of 2022 will be 1960 million yuan to 206 million yuan, with a year-on-year increase of 144% to 157%.
▼ focus V:
Lb Group Co.Ltd(002601) etc. increase the selling price of products
Lb Group Co.Ltd(002601) : according to the study and decision of the company’s price committee, from now on, the taxable sales price of sponge titanium products of the company’s subsidiaries Yunnan Guoti Metal Co., Ltd. and Gansu Detong Guoti Metal Co., Ltd. will be increased by 5000 yuan / ton to various customers on the basis of the original price.
Guangdong Huiyun Titanium Industry Co.Ltd(300891) : according to the recent market situation and actual situation, the company’s price committee decided to increase the company’s titanium dioxide sales price on the basis of the existing titanium dioxide sales price from now on. Among them, the sales price of Chinese customers increased by 1000 yuan / ton, and the export price of international customers increased by 150 dollars / ton.
Gpro Titanium Industry Co.Ltd(000545) : in view of the recent international market situation of titanium dioxide in China, combined with the actual situation of the company, the price committee of the company has decided that the sales price of anatase and rutile titanium dioxide of the company will be increased by 1000 yuan / ton for Chinese customers and 150 dollars / ton for international customers on the basis of the original price from March 11, 2022.
performance selection
The company’s net profit attributable to shareholders in the same period of the previous year is expected to be RMB 601.9 billion, an increase of about 6.92% compared with that in the same period of the previous year.
Fujian Raynen Technology Co.Ltd(603933) : release the performance express. In 2021, the company achieved an operating revenue of about 20853664 million yuan, an increase of about 39.30% year-on-year; The net profit attributable to the shareholders of the listed company was about 856828 million yuan, a year-on-year increase of about 240.43%; The net profit after deducting non recurring profits and losses was about 758562 million yuan, a year-on-year increase of about 674.14%.
Shanghai Chlor-Alkali Chemical Co.Ltd(600618) : release the performance express. In 2021, the company achieved an operating revenue of 66641895 million yuan, a year-on-year increase of 36.32%; The net profit attributable to the shareholders of the listed company was 1772207100 yuan, a year-on-year increase of 192.11%. The basic earnings per share is 1.53 yuan.
Ningbo Haitian Precision Machinery Co.Ltd(601882) : release performance express. In 2021, the company realized an operating revenue of 27304867 million yuan, a year-on-year increase of 67.30%; The net profit attributable to the shareholders of the listed company was 3710706 million yuan, a year-on-year increase of 168.46%. The basic earnings per share is 0.71 yuan. During the reporting period, the downstream demand of the company’s industry was strong, there were sufficient orders on hand, and the output and sales volume increased steadily, realizing the growth of main business income and profit margin.
Tcl Technology Group Corporation(000100) : disclosure of performance express. In 2021, the company achieved a total operating income of 16352777 million yuan, a year-on-year increase of 112.8%; The net profit attributable to the shareholders of the listed company was 1006228 million yuan, a year-on-year increase of 129.3%; The basic earnings per share is 0.7468 yuan.
Anhui Gujing Distillery Company Limited(000596) : disclosure of performance express. In 2021, the company achieved a total operating income of 1327122104393 yuan, a year-on-year increase of 28.95%; The net profit attributable to the shareholders of the listed company was 229108191884 yuan, a year-on-year increase of 23.54%; The basic earnings per share is 4.44 yuan.
fixed increase & Restructuring
Henglin Home Furnishings Co.Ltd(603661) : the listed company plans to purchase 52.60% equity of Yongyu home by issuing shares to Chen Yongxing, Zhu Xiaofen, Zhu Chuanhong, Xia lie, Chen Qixiao, Xu Zhihuan, Zhu Yafei, Feng Junjie, Hu Xiping and Anji Anyu. The issue price shall not be less than 40.97 yuan / share. At the same time, the company plans to raise supporting funds by non-public offering of shares to no more than 35 specific investors. After the completion of this transaction, Yongyu home will become the holding subsidiary of Henglin Home Furnishings Co.Ltd(603661) with a shareholding ratio of 94.72%. The main product SPC floor of the target company is a kind of hard plastic floor. Due to the high acceptance of plastic flooring in the United States, Europe and other major developed countries, the products of the target company are mainly in the European and American markets. The trading of the company’s shares will resume from March 11, 2022.
Luxin Venture Capital Group Co.Ltd(600783) : the company is planning to transfer 100% equity of Zibo Sisha Taishan abrasive cloth and Paper Co., Ltd. and 47% equity of Zibo Liyan Taishan Coated Abrasives Co., Ltd. held by the wholly-owned subsidiary Shandong Luxin high tech Industry Co., Ltd. through public listing. This transaction is expected to constitute a major asset restructuring stipulated in the administrative measures for major asset restructuring of listed companies.
major issues
Andon Health Co.Ltd(002432) : as of March 9, 2022 local time in the United States, the company’s U.S. subsidiary has delivered a total of 354276180 copies of ihealth kit products to the contract counterparty (including goods replaced due to damage and lost during transportation). So far, the company’s U.S. subsidiary has fulfilled the delivery obligation of the above contract. At present, a total of US $46480037073 has been received for 91137420 kits. The above conditions are in line with the delivery and payment arrangements specified in the contract. The contract is in the process of performance. At present, the counterparty of the contract is implementing the relevant processes before payment such as receiving, inventory and inspection of the above goods.
Zoomlion Heavy Industry Science And Technology Co.Ltd(000157) : the company sent the summary of the tender offer report to Shenzhen Roadrover Technology Co.Ltd(002813) on March 10, 2022, providing the brief information of the company’s tender offer for Shenzhen Roadrover Technology Co.Ltd(002813) . Before the tender offer, the company has transferred and held Shenzhen Roadrover Technology Co.Ltd(002813) 35988000 shares on February 23, 2022, accounting for 29.99% of Shenzhen Roadrover Technology Co.Ltd(002813) total share capital, becoming the controlling shareholder of Shenzhen Roadrover Technology Co.Ltd(002813) . The company plans to increase the shareholding ratio of Shenzhen Roadrover Technology Co.Ltd(002813) and further consolidate the control over Shenzhen Roadrover Technology Co.Ltd(002813) through this tender offer. The number of shares to be acquired by this offer is 28596000, accounting for 23.83% of the total share capital of Shenzhen Roadrover Technology Co.Ltd(002813) and the price of the offer is 21.67 yuan / share.
The total operating income of the company is expected to increase by about 12 billion yuan in the same period of last year; The net profit attributable to the shareholders of the listed company is expected to be about 465 million yuan, an increase of about 130% over the same period last year.
Tianyoude liquor: according to the preliminary accounting of the company, from January to February 2022, the company achieved a total operating revenue of more than 350 million yuan, with a year-on-year increase of more than 20%; The net profit attributable to the shareholders of the listed company was more than 100 million yuan, with a year-on-year increase of more than 50%.
Hangzhou Tigermed Consulting Co.Ltd(300347) : from January to February 2022, the company’s main business continued a good growth trend and achieved steady growth. According to the preliminary accounting of the company, from January to February 2022, the newly signed orders increased by more than 65% year-on-year, and the operating revenue increased by more than 100% year-on-year.
Jizhong Energy Resources Co.Ltd(000937) : according to the preliminary accounting of the company, from January to February 2022, the company achieved an operating revenue of about 5.7 billion yuan, an increase of about 43% over the same period last year; The total profit was about 882 million yuan, an increase of about 200% over the same period last year.
Zanyu Technology Group Co.Ltd(002637) : on February 8, 2022, the Ministry of Commerce of the Republic of Indonesia issued the second amendment act on the ministerial regulation of the Ministry of Commerce on export policies and regulations No. 19 of 2021. From February 15, all exporters of crude palm oil and its derivatives are required to comply with the Chinese market obligation (DMO). On March 9, 2022, the Ministry of Commerce of the Republic of Indonesia issued Decree No. 170 of 2022 on determining China’s market obligations and China’s sales price. From March 10, the proportion of compulsory sales of palm oil in China has increased from 20% to 30% of the company’s planned export volume. On the one hand, the decree still has an impact on the recent export of products of the company’s subsidiary dukuda (Indonesia) Co., Ltd; On the other hand, there are some uncertainties in the implementation of the policy, the stability and sustainability of the policy and the impact on the company’s profits. The company will actively take countermeasures to minimize the adverse impact of DMO policy on the export of dukuda products.
Trina Solar Co.Ltd(688599) : 210mm independently developed by the company × 210mm high-efficiency i-topcon battery has been tested and certified by the third party of China Academy of metrology. The maximum battery efficiency has reached 25.5%, creating a new world record for the efficiency of large-scale industrialized n-type monocrystalline silicon i-topcon battery. The third-party certification of 210n i-topcon battery efficiency will have guiding significance for the production of the company’s 210n TOPCON high efficiency battery project with an annual output of 8GW in Suqian, and have a positive impact on the subsequent development of the company in the high-end market.
Sichuan Hebang Biotechnology Co.Ltd(603077) : the announcement of business data was released. From January to February 2022, the company achieved a total operating revenue of about 1.8 billion yuan, an increase of about 100% year-on-year; The net profit attributable to the shareholders of the listed company was about 650 million yuan, a year-on-year increase of about 500%.
Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) : the announcement of operating data was released. From January to February 2022, the total operating revenue of the company was 4.137 billion yuan, an increase of 86% year-on-year, and the net profit attributable to shareholders of listed companies was 751 million yuan, an increase of 418% year-on-year.
Ningbo Shanshan Co.Ltd(600884) : the announcement of business data was released. From January to February 2022, the company realized an operating revenue of about 3.214 billion yuan, an increase of about 44% year-on-year; The net profit attributable to the listed company was about 566 million yuan, a year-on-year increase of about 313%.
Jiangsu Zhongtian Technology Co.Ltd(600522) : the announcement of operating data was released. From January to February 2022, the company achieved a total operating revenue of about 6 billion yuan, an increase of about 17% year-on-year; The net profit attributable to the shareholders of the listed company was about 800 million yuan, with a year-on-year increase of about 300%.
Hangzhou Lion Electronics Co.Ltd(605358) : the announcement of business data was released. From January to February 2022, the company realized an operating revenue of about 458.36 million yuan, an increase of about 84% year-on-year; The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was about 131 million yuan, with a year-on-year increase of about 253%.
Guizhou Zhenhua E-Chem Inc(688707) : business data announcement: since 2022, the company’s lithium-ion battery cathode material business has a good momentum of development, with rapid growth in production and sales. According to the company’s preliminary accounting, from January to February 2022, the company’s lithium-ion battery cathode materials achieved an operating revenue of about 1.626 billion yuan, a year-on-year increase of about 180%.
Kede Numerical Control Co.Ltd(688305) : business data announcement was released. From January to February 2022, the production and warehousing of five axis linkage CNC machine tools increased by 350% year-on-year. The delivery volume of the whole machine increased by 72.73% year-on-year. The total amount of new orders and winning contracts was 490468 million yuan, a year-on-year increase of 60.04%.
Zhejiang China Commodities City Group Co.Ltd(600415) : the announcement of business data was released. From January to February 2022, the company realized an operating revenue of 805 million yuan, a year-on-year increase of 65.65%; The net profit attributable to the shareholders of the listed company was 148 million yuan, a year-on-year increase of 52.95%.
Hubei Jumpcan Pharmaceutical Co.Ltd(600566) : the announcement of business data was released. From January to February 2022, the company achieved an operating revenue of about 1.7 billion yuan, an increase of about 12% year-on-year; The net profit attributable to the shareholders of the listed company was about 470 million yuan, a year-on-year increase of about 35%.
Inner Mongolia Yili Industrial Group Co.Ltd(600887) : the announcement of business data was released. From January to February 2022, the company achieved a total operating revenue of about 21.5 billion yuan, an increase of more than 15% over the same period of the previous year; The total profit was about 3.3 billion yuan, an increase of more than 20% over the same period last year.
Cofco Sugar Holding Co.Ltd(600737) : the announcement of business data was released. From January to February 2022, the company achieved an operating revenue of about 3.465 billion yuan, an increase of about 18% year-on-year; The net profit attributable to the shareholders of the listed company was about 165 million yuan, a year-on-year increase of about 25%.
China Tourism Group Duty Free Corporation Limited(601888) : the announcement of business data was released. From January to February 2022, the company achieved an operating revenue of about 13.1 billion yuan, an increase of about 20% year-on-year; The net profit attributable to shareholders of listed companies was about 2.4 billion yuan, a year-on-year increase of about 20%.
Efort Intelligent Equipment Co.Ltd(688165) : it is proposed to sign the technology license agreement with the joint-stock company robox, which will transfer and authorize the company to use its “RTM and ob source code and documents”, “RPE and RPL source code and documents” and “RTE source code and documents”, and jointly develop the technology platform with the company, The company will pay the technical service fee of robox1 million euros and the royalty of robox based on the output of Siasun Robot&Automation Co.Ltd(300024) complete machine within 10 years. At the same time, the company plans to acquire 9% equity of robox with 2 million euros in cash. After the completion of this equity transaction, the company will hold robox49% equity.
Humanwell Healthcare (Group) Co.Ltd(600079) : Yichang humanwell, a holding subsidiary, recently received the notice of approval for clinical trial of dexmedetomidine transdermal patch (II) approved and issued by the State Drug Administration and agreed to carry out clinical trials to improve the sleep quality of perioperative patients. At present, there is no similar product on the market in China, and the product on the market is dexmedetomidine hydrochloride injection in conventional dosage form.
Ginwa Enterprise (Group) Inc(600080) : the company plans to transfer 100% equity of its wholly-owned subsidiary Jinhua International Hotel Co., Ltd. through public auction. The reserve price of this auction is 368938800 yuan. The company said that Jinhua international hotel has suffered continuous losses. The transfer of the company’s equity will reduce the losses caused by the operation of Jinhua International Hotel and effectively improve the company’s operating performance, which is conducive to the company’s stripping of non core business and concentrating resources on the pharmaceutical industry, which is in line with the interests of the company and all shareholders.
Solareast Holdings Co.Ltd(603366) : according to the epidemic control requirements of Jiangsu Lianyungang Port Co.Ltd(601008) municipal emergency response headquarters for covid-19 pneumonia outbreak, the company has recently suspended the production of Jiangsu Lianyungang Port Co.Ltd(601008) base. At present, the company has five production bases Jiangsu Lianyungang Port Co.Ltd(601008) , Luoyang, Shunde, Yuyao and Lhasa. After the shutdown of Jiangsu Lianyungang Port Co.Ltd(601008) base, the company has begun to allocate production tasks to other production bases other than Jiangsu Lianyungang Port Co.Ltd(601008) .
increase / decrease
Youngor Group Co.Ltd(600177) : the controlling shareholder of the company Youngor Group Co.Ltd(600177) holdings increased its holdings of 5871528 shares of the company on March 10, 2022, accounting for 0.13% of the total share capital of the company. From March 10, 2022 to March 9, 2023, the first shareholding increase date, Youngor Group Co.Ltd(600177) holding plans to continue to increase its shareholding of the company, with the cumulative number of shares increased not less than 25 million and not more than 50 million (including the number of shares increased this time), and the price of shares increased not more than 7 yuan / share.
Shanghai New Centurion Network Information Technology Co.Ltd(605398) : Shanghai senxiao, a shareholder holding 6.63% of the shares, plans to reduce its holdings of some of the company’s shares by means of centralized bidding and block trading, with a total of no more than 1971249 shares, and the reduction ratio shall not exceed 3.31% of the company’s total share capital.
summary of suspension and resumption
resumption company:
\u3000\u3 Shengda Resources Co.Ltd(000603) 661 Henglin Home Furnishings Co.Ltd(603661) )。
Suspended company:
Not yet.
