focus today
[ Tianqi Lithium Corporation(002466) : the operating revenue of lithium concentrate of the company is expected to increase by about 366% year-on-year from January to February]
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.
[ Shede Spirits Co.Ltd(600702) : 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. Xiaocai 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.
[6 days and 5 sectors Ningbo Menovo Pharmaceutical Co.Ltd(603538) : the company's anti covid-19 drug nematevir API has not been authorized yet]
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. Intermediates SM1, SM2 and T13 are pharmaceutical and chemical products without compound patents and are not exclusively produced by the company. Xiaocai note: as of today's close, Ningbo Menovo Pharmaceutical Co.Ltd(603538) since February 11, the stock price has increased by 83% in total.
[ Tbea Co.Ltd(600089) : it is proposed to invest RMB 17.6 billion in the construction of a 200000 t / a polysilicon project]
Tbea Co.Ltd(600089) announced that it plans to invest 17.6 billion yuan in the construction of a green and low-carbon circular economy project with an annual output of 200000 tons of high-end electronic polysilicon. The overall planning and construction of the project is 200000 t / A, which is divided into two phases, each with a construction scale of 100000 t / A. The total investment of the project is about 17.6 billion yuan, including 8.8 billion yuan of capital, which is solved by raising funds through the initial public offering of RMB common shares (A shares) of Xinte energy, and the raised funds are invested in Xinte silicon materials company in the form of capital increase; The rest will be settled by bank loans.
[ Tangshan Sanyou Chemical Industries Co.Ltd(600409) : planned 57 billion yuan to build "three chain group" industrial layout]
Tangshan Sanyou Chemical Industries Co.Ltd(600409) announcement: in order to accelerate the development of characteristic marine economy, expand the scale of circular economy and build a "three chain group" industrial layout (i.e. "two alkali and one chemical" circular economy industrial chain, silicone new material industrial chain, fine chemical industry chain and "double new" strategic industrial cluster of new energy and new materials), the total investment scale is planned to be about 57 billion yuan. Among them, it is planned to invest 10 billion yuan to improve the circular economy industrial chain of "two alkalis and one chemical"; Invest about 9 billion yuan, focusing on planning the upstream silica base, monomer capacity expansion, and developing the downstream silicone rubber and other new material industries; Invest 16 billion yuan to develop Caofeidian fine chemical industry chain; Invest about 22 billion yuan to develop "double new" industrial clusters of new energy and new materials, plan to develop 500MW photovoltaic power generation, 50000 T / D seawater desalination, bromine, magnesium and other downstream high value-added new materials, and timely and gradually develop 3.5gW photovoltaic power generation, 100000 t / D seawater desalination, green power hydrogen production, hydrogen energy utilization and other projects.
[ Jolywood (Suzhou) Sunwatt Co.Ltd(300393) : proposed 14 billion yuan investment in industrial silicon and high-purity polysilicon project]
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.
[ Lepu Medical Technology (Beijing) Co.Ltd(300003) : covid-19 antigen detection kit will be officially launched in China on March 17]
Lepu Medical Technology (Beijing) Co.Ltd(300003) announcements, New Coronavirus (2019-nCoV) antigen detection kit (colloidal gold method), a company owned subsidiary, Lok Pu diagnostics, will be officially launched in China in March 17th.
[ Gigadevice Semiconductor (Beijing) Inc(603986) : the operating revenue from January to February was about 1.354 billion yuan, with a year-on-year increase of about 49.22%]
Gigadevice Semiconductor (Beijing) Inc(603986) announcement: since 2022, the company's memory, MCU and other products continue to be in short supply; From January to February, the total operating revenue was about 1.354 billion yuan, a year-on-year increase of about 49.22%.
[ Shandong Shida Shenghua Chemical Group Company Limite(603026) : net profit of about 310 million yuan from January to February, 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%.
[wulianban Pku Healthcare Corp.Ltd(000788) : the company has never carried out the research and development of covid-19 specific drugs]
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.
Xiaocai note: as of today's close, Pku Healthcare Corp.Ltd(000788) since January 28, the stock price has increased by 97%.
[ Weihai Guangwei Composites Co.Ltd(300699) : the business segment of the company and its affiliated enterprises in Weihai accounting for 51.09%]
Weihai Guangwei Composites Co.Ltd(300699) announcement: due to the recent outbreak of covid-19 epidemic in Weihai City, the company and its affiliated enterprises in Weihai have suspended production and operation activities since March 9. The company's businesses suspended due to epidemic control include 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 total operating revenue of the discontinued business segment (excluding Guangsheng Technology) in 2021 accounted for 51.09% of the company's total operating revenue.
[ Guangdong Hoshion Aluminium Co.Ltd(002824) : become a designated supplier of a leading lithium-ion battery R & D and manufacturing enterprise in the world, with an estimated transaction volume of RMB 3.6-4 billion]
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.
[ 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%.
[ Boc International (China) Co.Ltd(601696) : the shareholder cloud Investment Group plans to reduce the company's shares by no more than 1.5%]
Boc International (China) Co.Ltd(601696) announced that due to the needs of its own business development, the shareholder cloud Investment Group plans to reduce its total holdings of no more than 1.5% of the company's shares through centralized bidding and / or block trading within 3 months after the date of announcement.
[ Jiangxi Special Electric Motor Co.Ltd(002176) : subsidiary Hangzhou Mige temporarily stopped production affected by the epidemic]
Jiangxi Special Electric Motor Co.Ltd(002176) announced that Hangzhou Mige, a wholly-owned subsidiary, was temporarily suspended due to the impact of the epidemic; Hangzhou MIG's net profit in the third quarter of 2021 accounted for 12.36% of the company's accumulated net profit in the first three quarters (Unaudited). The impact of this temporary shutdown on the overall performance of 2022 is relatively limited. Hangzhou MIG is located in Yuhang District, Hangzhou. Its main business is the production of stepping motor, servo motor and driver.
[ Nanjing Vazyme Biotech Co.Ltd(688105) : sign the purchase contract of 224 million yuan detection card equipment]
Nanjing Vazyme Biotech Co.Ltd(688105) announced that 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, with a total amount of 224 million yuan. The subject matter of the three equipment procurement contracts are full-automatic production and assembly equipment for detection cards. 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.
[ 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.
[ Xinjiang Daqo New Energy Co.Ltd(688303) : net profit in 2021 increased by 449% year-on-year, and it is proposed to pay 6 yuan out of 10]
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.
[ Rongsheng Petro Chemical Co.Ltd(002493) : proposed share repurchase of RMB 1-2 billion]
Rongsheng Petro Chemical Co.Ltd(002493) announced that the company plans to repurchase shares at a price of 1-2 billion yuan, with the repurchase price not exceeding 22 yuan / share.
[ 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.
[ 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) released the performance express. In 2021, the operating revenue was 173863 billion yuan, 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%; The basic earnings per share is 0.24 yuan. In this period, due to the rise of market prices of copper and cobalt and the growth of base metal trade business scale, the operating revenue increased significantly.
[ Anhui Yingjia Distillery Co.Ltd(603198) performance express: net profit in 2021 increased by 44.74% year on year]
Anhui Yingjia Distillery Co.Ltd(603198) disclosed the performance express. In 2021, the company achieved a total operating revenue of 4.577 billion yuan, an increase of 32.58% over the same period of the previous year; The net profit attributable to the parent company 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.
[ Tangshan Sanyou Chemical Industries Co.Ltd(600409) : proposed spin off of silicon industry company to be listed on domestic stock exchanges]
Tangshan Sanyou Chemical Industries Co.Ltd(600409) announced that in order to expand and strengthen the silicone new material industry, it is planned to spin off the silicon industry company and list on the domestic stock exchange. The silicone monomer production capacity of the silicon industry company is 200000 tons / year, the monomer production capacity under construction is 200000 tons, and the annual production capacity will reach 400000 tons / year after reaching the production capacity. Downstream products have gradually formed six categories and nearly 100 varieties, covering DMC, dimethyldichlorosilane hydrolysate, 107 glue, 110 glue, high hydrogen containing silicone oil, high boiling silicone oil, electrical parts packaging glue, etc., which are widely used in aerospace, medical and health, construction, daily chemical and other important fields.
Investment & signing
[ Aurisco Pharmaceutical Co.Ltd(605116) : it is proposed to invest 638 million yuan to build a production line project of characteristic APIs and antitumor preparations]
Aurisco Pharmaceutical Co.Ltd(605116) announced that in order to expand the export of advantageous APIs, meet the cdmo business needs of customers, expand the preparation market and ensure sufficient production capacity, the company plans to carry out a new production line project with an annual output of 308 tons of characteristic APIs and 200 million anti-tumor preparations in Cangshan Industrial Cluster, Tiantai.
[ Hangzhou Oxygen Plant Group Co.Ltd(002430) : it is proposed to invest 304 million yuan to build a 40000 m3 / h air separation unit]
Hangzhou Oxygen Plant Group Co.Ltd(002430) announced that the company plans to invest in the establishment of a wholly-owned subsidiary Jiujiang Hangyang Tianci Gas Co., Ltd. and build a 40000 m3 / h air separation unit to supply industrial gas products required by Jiujiang Tianci high tech materials Co., Ltd. the company has signed a gas supply contract with Jiujiang Tianci high tech materials Co., Ltd, The project is located in Hukou high tech Industrial Park, Jiujiang City, Jiangxi Province. The gas supply period is 12 years, and the gas supply start-up date is expected to be 15 months after the contract is signed. The total investment of the project is about 304 million yuan.
[ 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]
Titan Wind Energy (Suzhou) Co.Ltd(002531) announced that the company signed the strategic cooperation agreement with Zhejiang Windey Co.Ltd(300772) and Zhejiang Windey Co.Ltd(300772) became an enterprise in Puyang Tianshun wind power equipment manufacturing Industrial Park Phase III wind power host project and invested in the construction of a wind power host equipment manufacturing production line with an annual capacity of no less than 1 million KW.
equity change
[ Bece Legend Group Co.Ltd(000803) : the controlling shareholder plans to plan major acquisitions with China Shandong Hi-Speed Company Limited(600350) finance]
Bece Legend Group Co.Ltd(000803) announced that Beikong clean energy, the controlling shareholder of the company, plans to plan major acquisitions with China Shandong Hi-Speed Company Limited(600350) finance, and China Shandong Hi-Speed Company Limited(600350) finance is connected with a wholly-owned subsidiary, which plans to subscribe for 48.804 billion 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.
[ Ningbo Tuopu Group Co.Ltd(601689) : proposed transfer of 61% equity of Chongqing Antong lintop]
Ningbo Tuopu Group Co.Ltd(601689) announced that it plans to transfer 61% equity of Chongqing Antong lintop held by Antong China with RMB 11.556 million in cash. After the completion of this transaction, Chongqing Antong lintop will become a wholly-owned subsidiary of the company.
increase / decrease & repurchase
[ Jiangsu Flag Chemical Industry Co.Ltd(300575) : shareholder Zhou Xuejin plans to reduce his shares by no more than 6%]
Jiangsu Flag Chemical Industry Co.Ltd(300575) announced that Zhou Xuejin, a shareholder holding 7.9678% of the shares, plans to reduce his shares by no more than 6%.
[ Fujian Haixia Environmental Protection Group Co.Ltd(603817) : the shareholder Ruili investment plans to reduce the company's shares by no more than 3.1%]
Fujian Haixia Environmental Protection Group Co.Ltd(603817) announced that the shareholder Ruili investment plans to reduce its holding of no more than 3.1% of the company's shares.
[ Gansu Shangfeng Cement Co.Ltd(000672) : proposed share repurchase of RMB 200300 million]
Gansu Shangfeng Cement Co.Ltd(000672) announced that it is planned to repurchase shares with RMB 200 million to RMB 300 million, and the repurchase price shall not exceed RMB 25 / share.
[ Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) : proposed share repurchase of RMB 200400 million]
Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) announced that it plans to buy back shares with 200 million yuan to 400 million yuan, and the repurchase price shall not exceed 19.7 yuan / share.
[ Bear Electric Appliance Co.Ltd(002959) : to repurchase shares with RMB 80 million to 120 million]
Bear Electric Appliance Co.Ltd(002959) announced that the company plans to buy back the company's shares with its own funds and use the repurchased shares to implement the company's equity incentive plan and / or employee stock ownership plan. The proposed repurchase amount is 80-120 million yuan, and the proposed repurchase price shall not exceed 55 yuan / share.
operation & performance
[ Pnc Process Systems Co.Ltd(603690) : operating revenue increased by 388% year-on-year from January to February]
Pnc Process Systems Co.Ltd(603690) announced that from January to February, the company achieved an operating revenue of 220 million yuan, a year-on-year increase of 388.14%. Since 2022, the total amount of new orders has been 770 million yuan, including 290 million yuan for wet equipment.
[satellite chemistry: net profit of about 1 billion yuan from January to February, with a year-on-year increase of about 138%]
According to satellite chemical announcement and preliminary accounting, from January to February 2022, the company is expected to achieve a total operating revenue of about 5.1 billion yuan, a year-on-year increase of about 147%; The net profit attributable to the parent company is expected to be about 1 billion yuan, with a year-on-year increase of about 138%.
[ Hebei Jinniu Chemical Industry Co.Ltd(600722) : net profit from January to February increased by about 83.46% year on year]
Hebei Jinniu Chemical Industry Co.Ltd(600722) announced that 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 parent company was about 6.5833 million yuan, a year-on-year increase of about 83.46%.
[ Kunshan Huguang Auto Harness Co.Ltd(605333) : the operating revenue in the first two months increased by about 65% year-on-year]
Kunshan Huguang Auto Harness Co.Ltd(605333) announced that from January to February, the company achieved a total operating revenue of about 410 million yuan, an increase of about 65% year-on-year. The main reasons for income growth: on the one hand, it is the large-scale growth of stock projects; On the other hand, the new mass production project was successfully put into operation, providing an increment for the company's operation.
[ Shanghai Flyco Electrical Appliance Co.Ltd(603868) : revenue of about RMB 757 million from January to February, with a year-on-year increase of about 38.52%]
Shanghai Flyco Electrical Appliance Co.Ltd(603868) released the main operating data from January to February 2022. According to the preliminary accounting of the company, the company achieved a total operating revenue of about 757 million yuan from January to February 2022, with a year-on-year increase of about 38.52%.
[ Pony Testing International Group Co.Ltd(300887) : expected profit of 4 million yuan - 5 million yuan in the first quarter of 2022]
Pony Testing International Group Co.Ltd(300887) announced that it is expected to make a profit of 4-5 million yuan in the first quarter of 2022 and a loss of 425674 million yuan in the same period of last year; The company's food, environment, medicine, cosmetics, automobile and other business segments achieved rapid growth in operating revenue, and the company's overall business revenue increased by 65% - 75%.
contract & project winning
[ Guangdong No.2 Hydropower Engineering Company Ltd(002060) : sign the EPC contract of 300MW agricultural photovoltaic power station with RMB 1.29 billion]
Guangdong No.2 Hydropower Engineering Company Ltd(002060) announced that the company signed the EPC contract of huadeli new energy 300MW agricultural photovoltaic complementary power station in Xuwen County, Zhanjiang City, Guangdong Province, with a contract amount of 1.29 billion yuan.
It was announced on the same day that the company won the bid for bid section a of tower and its auxiliary equipment of EPC general contracting project of Yuedian Yangjiang Qingzhou I and II offshore wind farm project, with a bid winning amount of 427 million yuan.
[ Ningbo Orient Wires & Cables Co.Ltd(603606) : winning the bid for 239 million yuan offshore wind power project]
Ningbo Orient Wires & Cables Co.Ltd(603606) announced that the company won the bid for the submarine cable procurement project of Zhejiang Xiangshan tuci project of CGN, with a bid winning amount of 239 million yuan.
[ Beijing Geoenviron Engineering & Technology Inc(603588) : winning the bid of 114 million yuan environmental remediation project]
Beijing Geoenviron Engineering & Technology Inc(603588) announced that the company received the letter of acceptance from the tenderee Peixian Xingyao Construction Management Co., Ltd., which confirmed that the company was the bid winner of the "ecological restoration EPC project of Peixian domestic waste landfill". The bid winning amount is 114 million yuan. On the same day, it was announced that the company received the letter of acceptance from the tenderee Jingdezhen guokong Environmental Industry Co., Ltd., which confirmed that the company, as the leader of the consortium, was the bid winner of "general contracting of design, procurement and construction of construction project of songjiashan landfill upgrading and fly ash disposal zone in Jingdezhen city". The bid winning price is 668002 million yuan.
share price change
[ China Meheco Group Co.Ltd(600056) : recent stock price increase may have exceeded the impact of relevant matters on the company's performance]
China Meheco Group Co.Ltd(600056) issued a change announcement. The recent rise of the company's share price may have exceeded the impact of relevant matters on the company's performance, and there may be irrational investment. Please pay attention to the investment risk.
others
[ Tbea Co.Ltd(600089) : subsidiary Xinte energy to be listed on the main board of Shanghai Stock Exchange]
Tbea Co.Ltd(600089) announced that the holding subsidiary Xinte Energy Co., Ltd. plans to make an initial public offering of RMB common shares (A shares) and be listed on the main board of Shanghai Stock Exchange. The A-share issuance and listing of new energy will help broaden financing channels, reduce asset liability ratio, optimize asset structure, further expand production scale and improve the profitability of the company. It is expected that after the completion of the A-share issuance of Xinte energy, the company will still be the controlling shareholder of Xinte energy.
[ North Chemical Industries Co.Ltd(002246) : resignation of Deng Weiping, director and general manager]
North Chemical Industries Co.Ltd(002246) announced that the board of directors of the company received the resignation report of Deng Weiping, director and general manager of the company. Due to work reasons, Deng Weiping applied for resignation from his position as director of the Fourth Board of directors, member of the strategy committee of the board of directors, member of the nomination committee and general manager of the company. Deng Weiping still served in the company after his resignation. As of the disclosure date of the announcement, Deng Weiping did not hold shares in the company.
[ Sany Heavy Industry Co.Ltd(600031) : Planning Overseas issuance of global depositary receipts and listing on the Swiss stock exchange]
Announcement on the issuance of overseas depositary receipts on the Swiss stock exchange.
