[focus today]
Wuliangban Pku Healthcare Corp.Ltd(000788) : the company has never carried out the research and development of covid-19 specific drug
Pku Healthcare Corp.Ltd(000788) issued a change announcement. The company has never carried out the research and development of covid-19 specific drugs, nor has it discussed with yanyeyi, Japan on the cooperation of covid-19 specific drugs.
Zhejiang Ausun Pharmaceutical Co.Ltd(603229) : the company has no covid-19 drug related products at present
Zhejiang Ausun Pharmaceutical Co.Ltd(603229) issued a change announcement. The company recently paid attention to media reports and listed the company as covid-19 concept stock. After verification, the company has no covid-19 drug related products at present.
6 days 5 board Ningbo Menovo Pharmaceutical Co.Ltd(603538) : the company’s anti covid-19 drug nematevir API has not yet obtained relevant authorization
Ningbo Menovo Pharmaceutical Co.Ltd(603538) issued a change announcement. Today, the company disclosed the relevant matters passed the filing of the “new project with an annual output of 60 tons of anti covid-19 drug nimatovir API and its key intermediates”. The company did not directly supply relevant intermediates to the patent owner and had no direct commercial cooperation with the patent owner. At present, the API of nimatovir studied by the company has not obtained relevant authorization and is only used for laboratory research and development. The company’s nimatovir (API) is currently in the stage of laboratory research and development, and there may be risks such as process research and development failure, registration and declaration failure, and there is uncertainty whether it can realize commercial production. Intermediates SM1, SM2 and T13 are pharmaceutical and chemical products without compound patents, with full market competition and are not produced exclusively by the company. They may face risks such as intensified market competition and changes in market demand in the future. Note: as of today’s close, Ningbo Menovo Pharmaceutical Co.Ltd(603538) since February 11, the stock price has increased by 83% in total.
Hengbao Co.Ltd(002104) : the company has no business related to electronic ID card at present
Hengbao Co.Ltd(002104) issued a change announcement. The company is concerned that the market has paid more attention to electronic ID cards and related products recently. Now the relevant matters are explained as follows: the company has no business related to electronic ID cards at present.
Jolywood (Suzhou) Sunwatt Co.Ltd(300393) : it is proposed to invest 14 billion yuan in industrial silicon and high-purity polysilicon projects
Jolywood (Suzhou) Sunwatt Co.Ltd(300393) announced 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 in the way 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.
Guangdong Hoshion Aluminium Co.Ltd(002824) : become a designated supplier of a leading lithium-ion battery R & D and manufacturing enterprise in the world. The estimated transaction volume of the project is 3.6-4 billion yuan
Guangdong Hoshion Aluminium Co.Ltd(002824) announced that from January to March, it received the letter of intent for suppliers of four new energy vehicle power battery box projects from a leading lithium-ion battery R & D and manufacturing enterprise in the world. It is estimated that the project cycle is 4-8 years and the project transaction volume is estimated to be 3.6-4 billion yuan.
China Molybdenum Co.Ltd(603993) performance express: net profit of RMB 5.1 billion in 2021, with a year-on-year increase of 119%
China Molybdenum Co.Ltd(603993) disclosed the performance express, and achieved an operating revenue of 173863 billion yuan in 2021, with a year-on-year increase of 53.89%; The net profit attributable to the parent company was 5.106 billion yuan, a year-on-year increase of 119.26%.
Ingenic Semiconductor Co.Ltd(300223) performance express: net profit in 2021 increased by 117408% year on year
Ingenic Semiconductor Co.Ltd(300223) released the performance express, and achieved a total operating revenue of 5.274 billion yuan in 2021, a year-on-year increase of 143.07%; The net profit attributable to the parent company was 930 million yuan, a year-on-year increase of 117408%.
Shandong Shida Shenghua Chemical Group Company Limite(603026) : the net profit from January to February was about 310 million yuan, with a year-on-year increase of about 97.7%
Shandong Shida Shenghua Chemical Group Company Limite(603026) announcement: from January to February 2022, the new energy vehicle related industry maintained a high development trend compared with the same period of the previous year. The company’s new energy related products maintained full production, and the production and sales of new energy products were booming, achieving good business performance. According to the company’s preliminary accounting, from January to February 2022, the company achieved a total operating revenue of about 1.14 billion yuan, a year-on-year increase of about 13.7%; The net profit attributable to the parent company was about 310 million yuan, with a year-on-year increase of about 97.7%.
Xinjiang Daqo New Energy Co.Ltd(688303) : the net profit in 2021 increased by 449% year-on-year, and it is proposed to pay RMB 10.6
Xinjiang Daqo New Energy Co.Ltd(688303) disclosed the annual report of 2021. During the reporting period, the company achieved an operating revenue of 10.832 billion yuan, a year-on-year increase of 132.23%; The net profit was 5.724 billion yuan, a year-on-year increase of 448.56%; The basic earnings per share is 3.25 yuan. The company plans to distribute a cash dividend of 6 yuan (including tax) for every 10 shares to all shareholders. During the reporting period, the production and sales of the company were booming, realizing 86600 tons of polysilicon output and 75400 tons of sales respectively.
Shede Spirits Co.Ltd(600702) : the net profit in the first quarter is expected to increase by 52% – 85% year-on-year
Shede Spirits Co.Ltd(600702) announcement: according to the preliminary calculation of the financial department, the net profit attributable to the parent company in the first quarter of 2022 is expected to be 460 million yuan to 560 million yuan, with a year-on-year increase of 52% to 85%. In 2022, the company continued to promote the strategy of old wine, further recognized the quality of old wine, actively arranged the peak season of Spring Festival, and successfully achieved a “good start”. It is estimated that the operating revenue of the company in the first quarter of 2022 will increase by about 80% compared with the same period of the previous year, and the operating performance will increase significantly compared with the same period of the previous year. Note: the net profit of Q4 in 2021 is 276 million yuan. Based on this calculation, the net profit in the first quarter of 2022 is expected to increase by 66% – 102% month on month.
Tianqi Lithium Corporation(002466) : from January to February, the operating revenue of lithium concentrate of the company is expected to increase by about 366% year-on-year
Tianqi Lithium Corporation(002466) announced that from January to February, the output of lithium concentrate of the company 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, the company expects the operating revenue of lithium compounds and their derivatives to increase by about 492% year-on-year. In 2022, the imbalance between supply and demand of lithium products has become more and more obvious due to the significant growth of demand and sales of downstream new energy vehicles. The sales price of the company’s main lithium salt products has increased rapidly, and the supply of products is in short supply.
[business performance]
Avic Aviation High-Technology Co.Ltd(600862) : the net profit in 2021 will increase by 37.25% to 591 million yuan, and it is proposed to allocate 128 yuan to 10.
Avic Electromechanical Systems Co.Ltd(002013) : the net profit in 2021 increased by 18.27% year-on-year, and it is proposed to pay 1 yuan for 10.
Tangshan Sanyou Chemical Industries Co.Ltd(600409) : the net profit in 2021 will increase by 133.04% to RMB 1.671 billion, and it is proposed to allocate RMB 245 million to 10.
Anhui Yingjia Distillery Co.Ltd(603198) performance express: net profit in 2021 increased by 44.74% year on year.
Fangda Carbon New Material Co.Ltd(600516) performance express: net profit in 2021 increased by 99.09% year on year.
Shandong Denghai Seeds Co.Ltd(002041) performance express: net profit in 2021 increased by 128.33% year on year.
China National Accord Medicines Corporation Ltd(000028) performance express: net profit in 2021 decreased by 4.67% year on year.
Gigadevice Semiconductor (Beijing) Inc(603986) : from January to February, the operating revenue was about 1.354 billion yuan, with a year-on-year increase of about 49.22%.
Pnc Process Systems Co.Ltd(603690) : from January to February, the operating revenue increased by 388% year-on-year.
China Coal Energy Company Limited(601898) : in February, the output of commercial coal increased by 4.7% year-on-year, and the sales volume of commercial coal increased by 5.6%.
Shaanxi Coal Industry Company Limited(601225) : coal sales in February decreased by 28.2% year-on-year.
China Southern Airlines Company Limited(600029) : passenger turnover in February increased by 50.76% year-on-year.
China Eastern Airlines Corporation Limited(600115) : passenger turnover in February increased by 48.45% year-on-year.
Juneyao Airlines Co.Ltd(603885) : in February, China’s passenger traffic volume increased by 18.50% month on month.
Air China Limited(601111) : passenger turnover in February increased by 1.1% month on month.
Spring Airlines Co.Ltd(601021) : passenger turnover in February increased by 3.75% month on month.
Shenzhen Airport Co.Ltd(000089) : the passenger throughput in February was 1.8795 million, down 1.84% month on month.
[major events]
Tbea Co.Ltd(600089) : it is proposed to invest 17.6 billion yuan to build a polysilicon project with an annual output of 200000 tons; On the same day, it was announced that the subsidiary Xinte energy planned to be listed on the main board of Shanghai Stock Exchange.
Tangshan Sanyou Chemical Industries Co.Ltd(600409) : 57 billion yuan is proposed to build the industrial layout of “three chain group”; On the same day, it was announced that it planned to spin off the silicon company and list it on the domestic stock exchange. Annual report: net profit in 2021 increased by 133.04% year-on-year.
Weihai Guangwei Composites Co.Ltd(300699) : the company and its affiliated enterprises in Weihai suspended production, and the revenue of discontinued business accounted for 51.09%, which will have a certain adverse impact on the company’s operating performance in the first quarter of 2022.
Jiangsu Huahong Technology Co.Ltd(002645) : the controlling shareholder intends to transfer 5% of the company’s shares at the price of 16.875 yuan / share.
Ningbo Tuopu Group Co.Ltd(601689) : it is proposed to acquire the remaining 61% equity of Chongqing Antong lintop.
Ningbo Orient Wires & Cables Co.Ltd(603606) : won the bid for the 239 million yuan offshore wind power project.
Anhui Construction Engineering Group Corporation Limited(600502) : a total of 3.242 billion yuan won the bid.
Changzhou Xingyu Automotive Lighting Systems Co.Ltd(601799) : about 4 billion yuan of new project orders have been undertaken since this year.
Titan Wind Energy (Suzhou) Co.Ltd(002531) : it is proposed to build a wind turbine host equipment manufacturing line with an annual capacity of no less than 1 million KW.
Cts International Logistics Corporation Limited(603128) : sign strategic cooperation framework agreement with Eastern Air Logistics Co.Ltd(601156) .
Aurisco Pharmaceutical Co.Ltd(605116) : it is proposed to invest 638 million yuan to build a production line project of characteristic APIs and antitumor agents.
Sinoma International Engineering Co.Ltd(600970) : the newly signed contract amount from January to February is about 5.507 billion yuan.
Nanjing Vazyme Biotech Co.Ltd(688105) : sign the purchase contract of 224 million yuan detection card equipment.
Hangzhou Oxygen Plant Group Co.Ltd(002430) : it is proposed to invest 304 million yuan to build a 40000 m3 / h air separation unit.
Jinko Power Technology Co.Ltd(601778) : it is planned to build 2gw photovoltaic demonstration base project and new energy power output planning.
Hybio Pharmaceutical Co.Ltd(300199) : octreotide API has obtained the EU CEP certificate.
Liaoning Chengda Biotechnology Co.Ltd(688739) : the clinical trial of fifteen valent HPV vaccine was approved.
[increase / decrease & repurchase]
Daoming Optics&Chemical Co.Ltd(002632) : the person acting in concert with the actual controller intends to increase the holding of 1% – 2% of the company’s shares.
Jiangsu Flag Chemical Industry Co.Ltd(300575) : shareholder Zhou Xuejin plans to reduce his shares by no more than 6%.
Sichuan Zhongguang Lightning Protection Technologies Co.Ltd(300414) : the shareholder Shanghai Guangxin plans to reduce its holding of no more than 6% of the company’s shares.
Fujian Haixia Environmental Protection Group Co.Ltd(603817) : the shareholder Ruili investment plans to reduce its holding of no more than 3.1% of the company’s shares.
Boc International (China) Co.Ltd(601696) : the shareholder cloud Investment Group plans to reduce its holding of no more than 1.5% of the company’s shares.
Rongsheng Petro Chemical Co.Ltd(002493) : it is proposed to repurchase shares with RMB 1-2 billion.
Fujian Torch Electron Technology Co.Ltd(603678) : it is proposed to repurchase shares with 30 million yuan to 50 million yuan.
Shenzhen Megmeet Electrical Co.Ltd(002851) : it is proposed to repurchase 2.5-4.3 million shares.
Bear Electric Appliance Co.Ltd(002959) : it is proposed to repurchase shares with RMB 80 million to RMB 120 million.
