Jolywood (Suzhou) Sunwatt Co.Ltd(300393) plans to invest 14 billion yuan in industrial silicon and high-purity polysilicon projects Tbea Co.Ltd(600089) and Tangshan Sanyou Chemical Industries Co.Ltd(600409) plan to spin off their subsidiaries for listing Rongsheng Petro Chemical Co.Ltd(002493) and other shares to be repurchased Pony Testing International Group Co.Ltd(300887) the loss is expected to be reversed in the first quarter Ingenic Semiconductor Co.Ltd(300223) performance increased by more than 10 times Daoming Optics&Chemical Co.Ltd(002632) the concerted action of the actual controller intends to increase the holding of 1% to 2% of the company’s shares
today’s highlights
▼ focus I:
Jolywood (Suzhou) Sunwatt Co.Ltd(300393) : it is proposed to invest 14 billion yuan in industrial silicon and high-purity polysilicon projects
The company signed the strategic cooperation and investment agreement with Taiyuan Municipal People’s government and Gujiao Municipal People’s Government on March 15, 2022. The agreement stipulates that the company plans to invest in the project with an annual output of 200000 tons of industrial silicon and 100000 tons of high-purity polycrystalline silicon in Gujiao City, Shanxi Province. The project is planned to be constructed according to the method of “overall planning and phased implementation”. The first phase plans to invest in the project with an annual output of 200000 tons of industrial silicon and 10000 tons of high-purity polycrystalline silicon, and the second phase plans to invest in the project with an annual output of 90000 tons of polycrystalline silicon. The total investment is expected to be 14 billion yuan.
▼ focus II:
Tbea Co.Ltd(600089) and Tangshan Sanyou Chemical Industries Co.Ltd(600409) are proposed to spin off their subsidiaries for listing
Tbea Co.Ltd(600089) : the company held a meeting of the board of directors on March 15, 2022, which deliberated and approved the plan for the initial public offering of RMB common shares (A shares) and listing of the company’s holding subsidiary Xinte Energy Co., Ltd. Xinte energy’s A-share issuance is listed on the main board of Shanghai Stock Exchange. It is expected that after the completion of this A-share issuance, the company will still be the controlling shareholder of Xinte energy, and Xinte energy will still be the holding subsidiary within the scope of the company’s consolidated statements.
Tangshan Sanyou Chemical Industries Co.Ltd(600409) : the company plans to spin off its holding subsidiary silicon company and list it on the domestic stock exchange. This spin off will not cause the company to lose control of the silicon company and will not have a material impact on the continuous operation of other business segments of the company.
The company issued an annual report on the same day. In 2021, the net profit attributable to the parent company was 1.671 billion yuan, a year-on-year increase of 133.04%. The earnings per share was 0.8095 yuan. The company plans to distribute a cash dividend of 2.45 yuan (including tax) for every 10 shares.
▼ focus III:
Rongsheng Petro Chemical Co.Ltd(002493) and other shares to be repurchased
Rongsheng Petro Chemical Co.Ltd(002493) : the company plans to use its own funds to buy back some RMB common shares (A shares) issued by the company in China in the form of centralized bidding transaction for the purpose of converting corporate bonds issued by listed companies that can be converted into shares. The repurchase amount is no less than 1 billion yuan and no more than 2 billion yuan, and the repurchase price is no more than 22 yuan / share.
Shenzhen Megmeet Electrical Co.Ltd(002851) : the company plans to use its own funds to buy back some RMB common shares (A shares) issued by the company in the form of centralized bidding transaction, which will be used for employee stock ownership plan or equity incentive. The number of shares repurchased this time ranges from 2.5 million shares to 4.3 million shares, accounting for 0.50% – 0.86% of the current total share capital of the company, and the repurchase price does not exceed 32.00 yuan / share.
Bear Electric Appliance Co.Ltd(002959) : the company plans to buy back the company’s shares with its own funds, which will be used to implement the company’s equity incentive plan and / or employee stock ownership plan. The proposed repurchase amount is RMB 80 million to RMB 120 million, and the proposed repurchase price shall not exceed RMB 55 / share.
Xi’An Manareco New Materials Co.Ltd(688550) : the company plans to buy back shares for employee stock ownership plan or equity incentive. The repurchase amount shall not be less than 50 million yuan and not more than 100 million yuan; The repurchase price shall not exceed 95 yuan / share.
Ningbo Solartron Technology Co.Ltd(688299) : the company plans to buy back shares for employee stock ownership plan or equity incentive. The repurchase amount shall not be less than 30 million yuan and not more than 60 million yuan; The repurchase price shall not exceed 35 yuan / share.
Suzhou Etron Technologies Co.Ltd(603380) : the company plans to buy back the company’s shares by means of centralized bidding within the next three trading days (March 16, 2022 to March 18, 2022), with a total repurchase amount of no less than 5 million yuan and no more than 15 million yuanP align = “center” performance selection
Pony Testing International Group Co.Ltd(300887) : disclose the performance forecast of the first quarter. The company expects to make a profit of 4-5 million yuan in the first quarter of 2022, with a loss of 425674 million yuan in the same period last year. Compared with the same period last year, the company’s business segments such as food, environment, medicine, cosmetics and automobile all achieved rapid growth in operating revenue, and the company’s overall business revenue increased by 65% – 75%.
Ingenic Semiconductor Co.Ltd(300223) : disclosure of performance express. In 2021, the company achieved a total operating income of 5274059400 yuan, a year-on-year increase of 143.07%; The net profit attributable to the shareholders of the listed company was 932634500 yuan, a year-on-year increase of 117408%; The basic earnings per share is 1.9842 yuan.
Shandong Denghai Seeds Co.Ltd(002041) : disclosure of performance express. In 2021, the company achieved a total operating income of 110072699619 yuan, a year-on-year increase of 22.20%; The net profit attributable to the shareholders of the listed company was 23279878126 yuan, a year-on-year increase of 128.33%; The basic earnings per share is 0.2645 yuan.
Fangda Carbon New Material Co.Ltd(600516) : disclosed the performance express. In 2021, the company realized an operating revenue of 465177274611 yuan, an increase of 31.44% year-on-year; The net profit attributable to the shareholders of the listed company was 108991574133 yuan, an increase of 99.09% year-on-year.
The total operating income of the company was disclosed to be RMB 198.77 billion over the same period of last year, with an increase of 5.8% over the same period of last year; The net profit attributable to shareholders of listed companies was 1.38 billion yuan, an increase of 44.74% over the same period last year; The basic earnings per share is 1.72 yuan.
Ningbo Yunsheng Co.Ltd(600366) : disclose the annual report. In 2021, the company achieved an operating revenue of 3.754 billion yuan, a year-on-year increase of 56.47%; The net profit attributable to the shareholders of the listed company was 518 million yuan, a year-on-year increase of 191.55%; The basic earnings per share is 0.53 yuan.
The company plans to pay a cash dividend of 1 yuan (including tax) in 2021 for every 10 sharesP align = “center” important matters
Nanjing Vazyme Biotech Co.Ltd(688105) : Nanjing Nanjing Vazyme Biotech Co.Ltd(688105) Medical Technology Co., Ltd., a wholly-owned subsidiary of the company, recently signed three equipment procurement contracts with a domestic manufacturing automation equipment manufacturer. The subject matter of this contract is the automatic production and assembly equipment of detection card. The scope of supply includes all equipment, software, technical documents, etc., with a total amount of 224 million yuan, More than 50% of the audited operating cost of the company in the latest fiscal year. The other party has been engaged in the business of developing and manufacturing automatic production equipment and surrounding parts for many years, and has more than ten years of experience in the in vitro diagnostic production equipment industry. Its main customers include many large enterprises in the in vitro diagnostic reagent industry.
Aurisco Pharmaceutical Co.Ltd(605116) : the company plans to build a new production line with an annual output of 308 tons of characteristic APIs and 200 million anti-tumor preparations in Cangshan industrial cluster, Tiantai, with a total planned investment of 6378751 million yuan. According to the product scheme and construction scale of the project, it is preliminarily estimated that the average annual output value of the project is 1 billion yuan and the total annual profit and tax is 350 million yuan.
Mingxin Automotive Leather Co.Ltd(605068) : the company has recently received a letter of nomination from a well-known brand main engine factory, and the company has become a supplier of suede super fiber materials for its new project. According to the customer’s plan, the project is expected to start mass production in 2023, with a total life cycle amount of about 300 million yuan.
Changzhou Xingyu Automotive Lighting Systems Co.Ltd(601799) : the company undertook new project orders of about 13.5 billion yuan in 2021, including ADB headlamp, DLP headlamp and lamp controller; From January 1, 2022 to the date of this announcement, the company undertook new project orders of about 4 billion yuan. According to the R & D cycle of the lamp industry, the project starts to contribute revenue and profits after 18 ~ 24 months.
Tbea Co.Ltd(600089) : Xinte energy, the holding subsidiary of the company, with its wholly-owned subsidiary Xinte silicon materials company as the main body, plans to invest in the construction of a 200000 ton / year high-end electronic grade polysilicon green low-carbon circular economy project in Zhundong Industrial Park, Changji, Xinjiang. The total investment of the project is about 17.6 billion yuan. The construction contents of the project mainly include polysilicon production unit, supporting chlor alkali unit, public engineering facilities, auxiliary production facilities, etc.
Anhui Construction Engineering Group Corporation Limited(600502) : Recently, the company and its holding subsidiaries Anhui Road and Bridge Engineering Group Co., Ltd., Anhui highway and Bridge Engineering Co., Ltd. and Anhui No. 3 Construction Engineering Co., Ltd. received the letter of acceptance of the project. Among them, the construction project of G312 rapid transformation project from heliujie to Yingbin Avenue intersection has a bid price of 1.671 billion yuan; The EPC project of Taohua science and Innovation Industrial Park has a bid winning price of 1.571 billion yuan.
Jinko Power Technology Co.Ltd(601778) : the company recently signed a cooperation agreement with Shuangbai County Government. The company and Shuangbai County government plan to cooperate in the planning and construction of 2gw photovoltaic demonstration base project and new energy power output planning of Shuangbai County.
Liaoning Chengda Biotechnology Co.Ltd(688739) : the recombinant fifteen valent human papillomavirus vaccine (Escherichia coli) jointly developed by the company received the notice of approval for drug clinical trial approved and issued by the State Drug Administration, and approved the clinical trial of recombinant fifteen valent human papillomavirus vaccine (Escherichia coli) (hereinafter referred to as “fifteen valent HPV vaccine”). The fifteen valent HPV vaccine jointly developed by the company can prevent all high-risk HPV viruses and HPV6 / 11 vaccines highly related to condyloma acuminatum by screening the dominant gene sequence of the target serotype, constructing the engineering strain of the target serotype, developing the detection kit and optimizing the protein purification process.
Gigadevice Semiconductor (Beijing) Inc(603986) : since 2022, the company’s memory, MCU and other products have continued to be in short supply. According to the preliminary accounting of the company, from January to February 2022, the company achieved a total operating revenue of about 1.354 billion yuan, with a year-on-year increase of about 49.22%.
Kunshan Huguang Auto Harness Co.Ltd(605333) : the announcement of business data was released. From January to February 2022, the company achieved a total operating revenue of about 410 million yuan, an increase of about 65% year-on-year. During the reporting period, the company’s stock items increased in large quantities; The new mass production project was successfully put into operation, providing an increment for the company’s operation.
Hebei Jinniu Chemical Industry Co.Ltd(600722) : the announcement of business data was released. From January to February 2022, the company achieved a total operating revenue of about 91 million yuan, an increase of about 19.05% year-on-year; The net profit attributable to the shareholders of the listed company was about 6.5833 million yuan, a year-on-year increase of about 83.46%. During the reporting period, the market sales price of the company’s main product methanol increased significantly compared with the same period last year, and the company’s profitability improved.
Xiamen Tungsten Co.Ltd(600549) : the shares of Tengyuan cobalt will be listed on the gem of Shenzhen Stock Exchange on March 17, 2022, with an issue price of 173.98 yuan / share. As of the disclosure date of this announcement, the company holds 11.4 million shares of Tengyuan cobalt industry, accounting for 12.07% of its total share capital before the initial public offering and 9.05% of its total shares after the issuance.
Tangshan Sanyou Chemical Industries Co.Ltd(600409) : according to the development idea of “turning to the ocean, transforming to green and transforming to high quality”, accelerate the development of characteristic marine economy and expand the scale of circular economy, Build a “three chain group” industrial layout (i.e. “two alkali and one chemical” circular economy industrial chain, organic silicon new material industrial chain, fine chemical industrial chain, new energy and new materials “double new” strategic industrial cluster), and strive to build the company into a leading enterprise in the field of salt chemical industry and chemical new materials in the coastal economic belt of Hebei Province, with a total planned investment of about 57 billion yuan.
The letter of intent of a global manufacturer of lithium-ion batteries (limited to the letter of intent of a global manufacturer of lithium-ion batteries) was received in March 2024. The customer confirmed that the company is the supplier of four new energy passenger vehicle power battery box products. The estimated project cycle is 4-8 years, and the estimated project transaction volume is 3.6 billion-4 billion yuan.
Tianqi Lithium Corporation(002466) : in 2022, the sales price of the company’s main lithium salt products increased rapidly, and the products were in short supply. After preliminary accounting, from January to February 2022, the company’s lithium concentrate output increased by about 39% year-on-year, the sales volume increased by about 56% year-on-year, and the operating revenue of lithium concentrate is expected to increase by about 366% year-on-year. From January to February 2022, the company expects the operating revenue of lithium compounds and their derivatives to increase by about 492% year-on-year.
Beijing Egova Co.Ltd(300075) : the amount of new orders signed by the company from January to February was about 230 million yuan, with a year-on-year increase of more than 60%. As an important pillar of the development of digital economy, the growth rate of related orders in industrial digitization, digital governance, application of data element resources and other aspects exceeded 150%; The total operating revenue was about 200 million yuan, with a year-on-year increase of more than 40%; The net profit attributable to the shareholders of the listed company was about 30 million yuan, a year-on-year increase of more than 60%.
Bece Legend Group Co.Ltd(000803) : on March 15, 2022, the company learned from the joint announcement disclosed by the controlling shareholder Beikong clean energy and China Shandong Hi-Speed Company Limited(600350) Financial Group Co., Ltd. that Beikong clean energy plans to plan major acquisitions with China Shandong Hi-Speed Company Limited(600350) finance. On March 4, 2022, a subscription agreement was signed between Beikong clean energy and a wholly-owned subsidiary of China Shandong Hi-Speed Company Limited(600350) finance. According to the agreement, the wholly-owned subsidiary of China Shandong Hi-Speed Company Limited(600350) finance plans to subscribe for 48804039247 newly allocated and issued shares of Beikong clean energy at HK $0.096 per share, After the subscription of the new shares is completed, China Shandong Hi-Speed Company Limited(600350) finance will hold 43.45% equity of Beikong clean energy.
The proposed additional shares of Beikong clean energy may lead to the change of the actual controller of the company, but it will not affect the normal production, operation and sustainable development of the company.
Hengbao Co.Ltd(002104) : disclosed the abnormal fluctuation of stock trading, and announced that the company currently has no business related to electronic ID card. The company’s recent operation is normal, and the internal and external business environment has not changed significantly.
Weihai Guangwei Composites Co.Ltd(300699) : the company’s business discontinued due to epidemic control includes general new materials, composite materials, new energy materials, precision machinery and Guangsheng technology. The shutdown of some businesses and logistics of the company will delay the delivery of the company’s products, which will have a certain adverse impact on the company’s operating performance in the first quarter of 2022. The specific degree of impact depends on the later epidemic development and prevention and control. At present, it is impossible to predict. According to the performance express data of 2021 (Unaudited), the total operating revenue of the discontinued business segment (excluding Guangsheng Technology) in 2021 accounted for 51.09% of the company’s total operating revenue.
Jiangxi Special Electric Motor Co.Ltd(002176) : Recently, the company received a notice from a wholly owned subsidiary, Hangzhou MIG, to carry out epidemic prevention and control of Hangzhou MIG in accordance with the requirements for prevention and control of New Coronavirus pneumonia in Hangzhou. The company and Hangzhou MIG responded positively to the government’s epidemic prevention policy and began to stop production in an orderly manner recently. The time of resumption of production will be determined by relevant departments according to the situation of epidemic prevention and control. Hangzhou MIG’s main business is the production of stepping motors, servo motors and drives. Its net profit in the third quarter of 2021 accounted for 12.36% of the company’s cumulative net profit in the first three quarters (Unaudited)P align = “center” increase / decrease
Daoming Optics&Chemical Co.Ltd(002632) : Hu Haoheng, who acted in concert with the actual controller of the company, increased the total number of 1420400 shares of the company through centralized bidding through the trading system of Shenzhen Stock Exchange from March 14 to 15, 2022, accounting for 0.23% of the total share capital of the company. Hu Haoheng plans to continue to increase the shares of the company, and the cumulative increase proportion (including the increased shares this time) is not less than 1% and not more than 2% of the total issued share capital of the company, that is, the number of increased shares is not less than 6245990 shares and not more than 12491981 shares. The implementation period of the increase plan is within 6 months from the date of this increase (March 14, 2022).
Jiangsu Flag Chemical Industry Co.Ltd(300575) : Zhou Xuejin, the shareholder holding 16494690 shares of the company (accounting for 7.9678% of the total share capital of the company), plans to reduce no more than 124209445 shares of the company (accounting for 6% of the total share capital of the company) by means of centralized bidding or block trading within six months.
Sichuan Zhongguang Lightning Protection Technologies Co.Ltd(300414) : Shanghai Guangxin Technology Development Co., Ltd., the shareholder holding 21496300 shares of the company (accounting for 6.59% of the total share capital of the company), plans to reduce the shares of the company by means of centralized bidding or block trading within 6 months to no more than 19561200 shares (no more than 6.00% of the total shares of the company).
Fujian Haixia Environmental Protection Group Co.Ltd(603817) : Ruili investment, a shareholder holding 3.10% of the shares, intends to reduce its total shares of the company by means of centralized bidding and block trading within six months after the three trading days from the date of announcement of the reduction plan, which shall not exceed 13951900 shares, that is, not more than 3.10% of the total share capital of the companyP align = “center” summary of suspension and resumption
resumption company:
Not yet.
Suspended company:
Not yet.
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