Market in recent week
Defense industry (Shenwan) index (+ 4.53%), industry (Shenwan) ranking (2 / 31); Shanghai Composite Index (+ 0.60%), Shenzhen Component Index (+ 1.00%), gem index (+ 0.78%); Top five increases: Chengdu Xuguang Electronics Co.Ltd(600353) (+ 25.13%), Beijing Tianyishangjia New Material Corp.Ltd(688033) (+ 9.40%), Haohua Chemical Science & Technology Corp.Ltd(600378) (+ 22.03%), Zhuzhou Hongda Electronics Corp.Ltd(300726) (+ 17.11%), Sinofibers Technology Co.Ltd(300777) (+ 13.69%); Top five declines: visualisation Technology (- 15.92%), Western Metal Materials Co.Ltd(002149) (- 14.90%), Hunan Tyen Machinery Co.Ltd(600698) (- 14.14%), Hwa Create Corporation(300045) (- 12.40%), Hebei Sinopack Electronic Technology Co.Ltd(003031) (- 12.23%).
Important events and announcements
On December 25, Shaanxi Aerospace Power Hi-Tech Co.Ltd(600343) announced that according to the deployment of the State Council on the corporate restructuring of central enterprises and the specific arrangements of the state owned assets supervision and Administration Commission of the State Council and the group company, Xi’an aerospace engine plant was restructured from an enterprise owned by the whole people to a corporate enterprise.
On December 28, Biden officially signed the national defense authorization law, which involves measures to deal with the “China threat”. Including a statement expressing the will of Congress to support the defense of the “Taiwan region”.
On December 28, Cssc Science & Technology Co.Ltd(600072) and China Shipbuilding Industry Group Power Co.Ltd(600482) two listed companies under China Cssc Holdings Limited(600150) group issued major asset restructuring announcements respectively. Among them, Cssc Science & Technology Co.Ltd(600072) is proposed to be placed in the wind power related assets of China Cssc Holdings Limited(600150) group, while China Shipbuilding Industry Group Power Co.Ltd(600482) will promote the integration of diesel engine business. Another listed company of China Cssc Holdings Limited(600150) group China Cssc Holdings Limited(600150) also issued relevant suggestive announcements on planning foreign investment and related party transactions.
On December 28, Anhui Truchum Advanced Materials And Technology Co.Ltd(002171) announced that Chujiang science and technology new materials and its subsidiaries recently received a total of 49335045.82 yuan of revenue related government subsidies, accounting for 17.99% of the company’s latest audited net profit attributable to shareholders of listed companies.
On December 28, Aerosun Corporation(600501) announced the incentive plan for restricted shares in 2021. The number of restricted shares to be granted in the plan was 12.064 million shares (including 750000 reserved shares), accounting for 2.87% of the total share capital of the company at the time of the announcement of the plan. Among them, 11314000 shares were granted for the first time, accounting for 2.69% of the company’s total existing share capital of 421283600 shares; 750000 shares are reserved, accounting for 0.18% of the company’s existing total share capital of 421283600 shares, and the reserved part accounts for 6.22% of the total equity granted this time. There are no more than 228 incentive objects in this plan, and the grant price is 7.45 yuan / share.
On December 29, Unigroup Guoxin Microelectronics Co.Ltd(002049) announced that the second creditors’ meeting and investors’ group meeting of the substantive merger and reorganization of seven enterprises including Ziguang group, an indirect shareholder, was held through the national enterprise bankruptcy and reorganization case information network, and the reorganization plan for substantive merger and reorganization of seven enterprises including Ziguang group Co., Ltd. (Draft) was voted and adopted.
On December 29, the inaugural meeting of Beijing Institute of Aeronautical Materials Co., Ltd. and the first extraordinary general meeting of shareholders in 2021 were held in Beijing. The meeting deliberated and adopted the proposal on the overall change of the establishment of Beijing Institute of Aeronautical Materials Co., Ltd. and the proposal on the preparation work report of Beijing Institute of Aeronautical Materials Co., Ltd, Beijing Aeronautical Materials Research Institute Co., Ltd. was officially established.
On December 30, Costar Group Co.Ltd(002189) issued the second phase of restricted stock incentive plan (Draft), which plans to grant no more than 6.53 million restricted shares to incentive objects, accounting for 2.49% of the total share capital of the company at the time of signing the plan. The price of restricted shares granted to the incentive object by the incentive plan is 11.24 yuan / share. The incentive objects of the restricted stock incentive plan shall not exceed 419.
On December 30, Beijing Highlander Digital Technology Co.Ltd(300065) announced that recently, the company obtained the letter of acceptance issued by Dongfeng International Tendering Co., Ltd., which confirmed that the company won the bid for XX measurement equipment procurement project, with a total bid winning amount of 20.00193 million yuan.
On December 30, Beijing Starneto Technology Co.Ltd(002829) announced that it had recently received five product order contracts signed with customers, with a total amount of about 154.57 million yuan. The company signed a certain military UAV and a certain military training product with customers, with amounts of about 40.92 million yuan and 113.65 million yuan respectively, accounting for 5.97% and 16.58% of the company’s total audited operating revenue in 2020.
On December 30, Weihai development Fiber Co., Ltd., a wholly-owned subsidiary of Guangwei composite, signed three order contracts with customer a, the subject matter of which is * * * carbon fiber and fabric; the total amount of the three contracts is 2097576200 yuan; (the contract performance period is from January 1, 2022 to June 30, 2024)
On December 30, Wuhan Guide Infrared Co.Ltd(002414) announced that it had recently signed an order contract with the customer for a complete equipment system and supporting products of a certain model, with an amount of 37.8252 million yuan.
On December 30, the long march 3B carrier rocket was ignited and launched, successfully putting the communication technology test satellite 9 into the predetermined orbit, and the launch mission was a complete success. The annual number of launches of Aerospace Hi-Tech Holding Group Co.Ltd(000901) group reached the highest “40 +” in history for the first time, with a launch success rate of 100%. Hundreds of spacecraft (including onboard) were sent into space, laying a solid foundation for China to accelerate the construction of a space power. At the same time, China’s annual number of space launches reached 55, ranking first in the world.
On December 30, Avic Aviation High-Technology Co.Ltd(600862) announced that AVIC composite materials, a subsidiary, planned to sign a technology implementation license agreement with the shareholder China Aviation Manufacturing Technology Research Institute to license aviation industry composite materials to use the licensed technology to manufacture and sell licensed products. The agreement agreed that the technology implementation license fee should not exceed 21.5 million yuan. This transaction constitutes a related party transaction.
On December 30, the holding subsidiary of the company, Youcai Baimu, plans to introduce no more than five investors through public listing. It is expected that the registered capital of Youcai Baimu will increase from RMB 85.632808 million to RMB 155.632808 million, and the shareholding ratio of the company is expected to be diluted from 81.74% to 44.98%.
On December 31, Aecc Aviation Power Co Ltd(600893) announced that the company and its subsidiaries had received a total of 119.5423 million yuan of government subsidies from January 1, 2021 to the disclosure date of this announcement. At present, all the above subsidies have been received.
On December 31, Kede Numerical Control Co.Ltd(688305) from July 9, 2021 to December 30, 2021, has received a total of 55.4714 million yuan of government subsidies.
On December 31, Kuang-Chi Technologies Co.Ltd(002625) announced that the company received the notice from Guangqi cutting-edge. Based on the above development task agreement, Guangqi cutting-edge signed the first phase subcontract of advanced multifunctional metamaterial airborne products with an important customer in Shenyang. The contract is a tax free contract with an amount of 120 million yuan (including the above first development fund allocation agreement of 65 million yuan).
On December 31, Anhui Greatwall Military Industry Co.Ltd(601606) announced that it planned to issue 109 million additional shares (accounting for 15% of the total share capital), raising a total of 693 million yuan.
