Beijing Compass Technology Development Co.Ltd(300803) plans to acquire 100% equity of restructured wechat securities with RMB 1.5 billion Shanghai Action Education Technology Co.Ltd(605098) and other proposed high distribution China Meheco Group Co.Ltd(600056) and other disclosed products are included in the national covid-19 treatment plan Lucky Harvest Co.Ltd(002965) obtain the letter of intent of the customer to fix the project, and the estimated transaction amount is 3 billion to 3.5 billion yuan
today’s highlights
▼ focus I:
Beijing Compass Technology Development Co.Ltd(300803) plans to acquire 100% equity of restructured wechat securities by rmb1.5 billion
According to the draft reorganization plan, the rights and interests of joint venture group, Shengjing financial holding and Hengxin leasing as the investors of the original shareholders of wechat securities in wechat securities will be adjusted to zero, and the company will invest 1.5 billion yuan of reorganization investment funds to pay off the debts of wechat securities and obtain 100% equity of wechat securities after reorganization. Up to now, the above-mentioned draft reorganization plan still needs to be voted by the creditors’ meeting and approved by the ruling of Shenyang intermediate people’s court. After the implementation of the reorganization plan of wechat securities, the company will hold 100% equity of the restructured wechat securities.
▼ focus II:
Shanghai Action Education Technology Co.Ltd(605098) and other proposed high distribution
Shanghai Action Education Technology Co.Ltd(605098) : issue annual report. In 2021, the company achieved an operating revenue of 5552121200 yuan, with a year-on-year increase of 46.62%; The net profit attributable to the shareholders of the parent company was 1708081 million yuan, with a year-on-year increase of 60.05%. The basic earnings per share is 2.21 yuan. The company plans to increase 4 shares for every 10 shares, with a cash dividend of 1.5 yuan per share (including tax).
China National Medicines Corporation Ltd(600511) : issue annual report. In 2021, the company achieved an operating revenue of 46.469 billion yuan, a year-on-year increase of 15.08%; The net profit attributable to the parent company was 1.754 billion yuan, a year-on-year increase of 26.86%. The basic earnings per share is 2.3248 yuan. The company plans to pay a cash dividend of 7 yuan (including tax) for every 10 shares.
Toly Bread Co.Ltd(603866) : issue annual report. In 2021, the company achieved a revenue of 633538167150 yuan, a year-on-year increase of 6.24%; The net profit attributable to the shareholders of the listed company was 76326567371 yuan, a year-on-year decrease of 13.54%; The basic earnings per share is 0.80 yuan. The company plans to increase 4 shares for every 10 shares and distribute a cash dividend of 6 yuan (including tax).
Dark Horse Technology Group Co.Ltd(300688) : disclose the annual report. In 2021, the company realized an operating revenue of 33987247134 yuan, a year-on-year increase of 107.87%; The net profit attributable to the shareholders of the listed company was 1142545591 yuan, a year-on-year increase of 55.90%; The basic earnings per share is 0.11 yuan / share. The company’s profit distribution plan for 2021 is: take 109208976 shares as the base, distribute cash dividend of 0.60 yuan (including tax) to all shareholders for every 10 shares, and increase 5 shares for every 10 shares to all shareholders with capital reserve.
Tangshan Jidong Cement Co.Ltd(000401) : disclose the annual report. In 2021, the company realized an operating revenue of 3633756864417 yuan, a year-on-year increase of 2.42%; The net profit attributable to the shareholders of the listed company was 281020968115 yuan, a year-on-year decrease of 1.40%; The basic earnings per share is 1.769 yuan / share. The company’s profit distribution plan for 2021 is: Based on the total share capital on the equity registration date when the distribution plan is implemented in the future, a cash dividend of 7.50 yuan (including tax) will be distributed to all shareholders for every 10 shares.
▼ focus III:
China Meheco Group Co.Ltd(600056) and other disclosed products are included in the national covid-19 pneumonia treatment plan
China Meheco Group Co.Ltd(600056) : issue risk warning notice. The company signed an agreement with Pfizer on March 9, 2022. In March 15, 2022, the national health and Health Committee issued the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth). The Pfizer Inc COVID-19 virus treatment drug was included in the ninth edition of the treatment plan, but it has not yet entered the national health insurance. If it is included in the national medical insurance, it may have an impact on the sales price. The final use and sales of the product are affected by factors such as epidemic prevention and control, and there is great uncertainty. It is expected that the relevant business scale accounts for a small proportion of the company’s overall business volume, which has no significant impact on the company’s recent operating performance.
From March 2, 2022 to March 16, 2022, the company’s shares rose by the limit eight times in 11 trading days, with the cumulative increase of 147.66%, and has touched the abnormal fluctuation of stock trading four times. Please pay attention to the trading risks in the secondary market, make rational decisions and invest prudently.
Shandong Buchang Pharmaceuticals Co.Ltd(603858) : Recently, the office of the national health and Health Committee and the office of the State Administration of traditional Chinese medicine jointly issued the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth). The drug is the exclusive variety approved for listing by the company in 2021 and has been included in the national catalogue of drugs for basic medical insurance, industrial injury insurance and maternity insurance (2021). The main functions of Xuanfei Baidu granule are: dispersing lung and removing dampness, clearing heat and evil, purging lung and detoxifying. It is used for epidemic diseases caused by dampness toxin stagnation of the lung.
In March 15th 30 Shenzhen Ruihe Construction Decoration Co.Ltd(002620) 22, the national health and Health Commission and the State Administration of traditional Chinese medicine jointly issued the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth). The company’s product Xuebijing injection was classified as a severe and dangerous recommendation in the clinical treatment period (confirmed case). Xuebijing injection is one of the main products of the company. It is a class II new drug of traditional Chinese medicine exclusively produced by the company with independent intellectual property rights and a variety of national medical insurance catalogue (class B).
▼ focus IV:
Lucky Harvest Co.Ltd(002965) obtained the letter of intent for fixed-point projects from customers, and the estimated transaction amount is 3 billion to 3.5 billion yuan
From January to March 2022, the company and its wholly-owned subsidiary Changshu Xiangxin received 14 letters of intent for fixed-point projects from customers related to power batteries (according to the confidentiality agreement with relevant customers, the specific names of each customer cannot be disclosed), confirming that the company and Changshu Xiangxin are suppliers of a variety of new energy vehicle power battery box products. The life cycle of the project is expected to be 2-8 years, and the transaction amount of the project is expected to be 3-3.5 billion yuan. The end customers of the project include Chinese independent automobile brands and joint venture brands.
▼ focus V:
Nanjing Vazyme Biotech Co.Ltd(688105) signed the sales contract of covid-19 virus antigen detection kit of RMB 215 million
Nanjing Vazyme Biotech Co.Ltd(688105) medical, a wholly-owned subsidiary of the company, recently signed a distribution contract with Shangyao medical.
According to the contract, Nanjing Vazyme Biotech Co.Ltd(688105) medical authorized Shangyao medical is an authorized dealer of Nanjing Vazyme Biotech Co.Ltd(688105) medical in Shanghai, its 100% shareholder Shangyao Holding Co., Ltd. and its subsidiaries in the procurement project of medical materials for public health; The drug treatment plan to Nanjing Vazyme Biotech Co.Ltd(688105) medical procurement total 215 million yuan (including tax) New Coronavirus antigen detection kit. The above purchase amount exceeds 50% of the audited operating cost of the company in the latest fiscal yearP align = “center” performance selection
Beijing Jetsen Technology Co.Ltd(300182) : disclose the performance forecast of the first quarter. The company expects to make a profit of RMB 2300000 China Vanke Co.Ltd(000002) Shanghai Pudong Development Bank Co.Ltd(600000) 0000 in the first quarter of 2022, an increase of 136.21% – 167.02% over the same period of the previous year.
Sichuan Kelun Pharmaceutical Co.Ltd(002422) : disclose the performance forecast of the first quarter. The company expects a profit of 263158500 yuan to 298246300 yuan in the first quarter of 2022, an increase of 50% – 70% over the same period of the previous year.
Sansteel Minguang Co.Ltd.Fujian(002110) : disclosure of performance express. In 2021, the company achieved a total operating income of 6275295298520 yuan, a year-on-year increase of 29.02%; The net profit attributable to the shareholders of the listed company was 397912232784 yuan, a year-on-year increase of 55.69%; The basic earnings per share is 1.64 yuanP align = “center” fixed increase & reorganization
The price of shares to be issued to the controlling shareholders of the bank is Park (RMB 100000), and the price of shares to be issued to the controlling shareholders of the bank is no 1 Park, after deducting the public offering fee of bankP align = “center” major issues
Yongxing Special Materials Technology Co.Ltd(002756) : according to the company’s preliminary accounting, from January to February 2022, the company achieved an operating revenue of about 1.58 billion yuan, a year-on-year increase of about 96%, and a net profit attributable to shareholders of listed companies of about 490 million yuan, a year-on-year increase of about 650%. The company’s performance growth is mainly due to the continuous rapid development of lithium battery new energy industry, which drives the rising price of lithium carbonate. From January to February, the company’s lithium new energy business achieved an operating revenue of about 620 million yuan, a year-on-year increase of about 670%, and the net profit attributable to shareholders of listed companies was about 420 million yuan, a year-on-year increase of about 3700%.
Shanghai Kinlita Chemical Co.Ltd(300225) : from April 1, 2022, the sales price of cathodic electrophoretic paint and topcoat products of the company will be adjusted on the basis of the existing sales price, in which the price of cathodic electrophoretic paint products will be increased by no less than 10% and the price of topcoat products will be increased by no less than 15%, which shall be subject to the official quotation of the company.
Guangdong No.2 Hydropower Engineering Company Ltd(002060) : Xinjiang Guangdong No.2 Hydropower Engineering Company Ltd(002060) a wholly-owned subsidiary of the company and the people’s Government of Weining County recently signed the framework agreement for the development of new energy power generation projects in Weining County. The people’s Government of Weining County agrees that Xinjiang Guangdong No.2 Hydropower Engineering Company Ltd(002060) will invest in the construction of a new energy power generation project with a total installed capacity of 1.05 million kW in Weining County, with a total investment of about 6.3 billion yuan. Among them, the proposed construction scale of distributed photovoltaic project is about 50000 kW, with a total investment of about 300 million yuan; The centralized photovoltaic power generation project is 800000 kW (photovoltaic + agriculture, aquaculture, hydrogen production, energy storage, etc.), and the wind power generation project is 200000 kW, with a total investment of about 6 billion yuan.
Hangzhou Star Shuaier Electric Appliance Co.Ltd(002860) : the company is planning to publicly issue convertible corporate bonds to unspecified objects. According to the company’s layout planning and orders in the photovoltaic field, the company plans to publicly issue convertible corporate bonds to unspecified objects, and plans to invest in the construction of 2gw high power generation Cecep Solar Energy Co.Ltd(000591) photovoltaic module project by means of the company’s own funds and bank financing.
Huizhou China Eagle Electronic Technology Co.Ltd(002579) : the company plans to buy back some social public shares with its own funds, which will be used to cancel and reduce the registered capital according to law. The total amount of this repurchase fund shall not be less than 50 million yuan and not more than 90 million yuan; The repurchase price shall not exceed 12 yuan / share.
Lepu Medical Technology (Beijing) Co.Ltd(300003) : in order to continuously promote the development strategy of “innovation, service and internationalization”, meet the needs of the company’s international business development and broaden international financing channels, the company plans to issue global deposit receipts (GDRs) overseas and list them on the Swiss stock exchange.
Ganfeng Lithium Co.Ltd(002460) : the shares of Ganzhou Tengyuan cobalt new materials Co., Ltd., a joint-stock company of the company, will be listed on the gem of Shenzhen Stock Exchange on March 17, 2022. As of the announcement date, the company held 7664110 shares of Tengyuan cobalt industry, accounting for 6.0852% of the total shares after its issuance.
Zhejiang Century Huatong Group Co.Ltd(002602) : Shanghai Century Longteng Data Technology Co., Ltd., the holding subsidiary of the company, signed the strategic cooperation framework agreement with Zte Corporation(000063) on March 15, 2022. The two sides intend to carry out all-round cooperation in business areas such as data center, industrial park development, government cloud business development and 5g edge computing center. The agreement is valid for three years.
Sichuan Crun Co.Ltd(002272) : chuanrun new energy technology (Guangdong) Co., Ltd., a wholly-owned subsidiary of the company, plans to invest in Lufeng offshore wind power supporting intelligent production project, and the investment amount is estimated to be no more than 100 million yuan.
Guoanda Co.Ltd(300902) : the company signed a strategic cooperation agreement with South Korea fire fighting equipment manufacturing Institute and Xiamen Xinying import and Export Co., Ltd. recently. The three parties will give full play to their respective advantages in relevant technology, capital, platform, industry and region, carry out cooperation in the fields of energy storage fire fighting and lithium battery fire fighting of new energy vehicles, and take business cooperation as the basis, Promote the three parties to finally realize equity cooperation.
Xi’An Catering Co.Ltd(000721) : according to the relevant work requirements of epidemic prevention and control in Xi’an, the catering stores of the company will suspend business from March 15, 2022. The epidemic is expected to have a certain impact on the company’s operating performance. The time for the subsequent resumption of normal business of the company’s stores shall be determined according to the epidemic situation and relevant regulations on epidemic prevention and control in Xi’an.
The total operating income of the year was RMB 30.05 billion, with a year-on-year growth of RMB 1.5 billion; The net profit attributable to shareholders of listed companies was 2.96 billion yuan, a year-on-year increase of 126.8%.
Unionman Technology Co.Ltd(688609) : the company plans to buy back shares for ESOP or equity incentive. The repurchase amount shall not be less than 150 million yuan and not more than 300 million yuan; The repurchase price shall not exceed 15 yuan / share.
Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) : the company plans to invest 9101815000 yuan to build and implement the expansion project of energy production and storage of original liquor of Fenjiu 2030 technical transformation (phase I). The project covers an area of 1932 Mu and the construction period is planned to be three years. After the completion of the project, the company is expected to increase the annual output of 51000 tons of original liquor and 134400 tons of original liquor storage energy, which will effectively improve the production and storage capacity of Fen Liquor.
Shenzhen Sunxing Light Alloys Materials Co.Ltd(603978) : Ganzhou Songhui fluorine New Material Co., Ltd., a wholly-owned subsidiary of the company, plans to invest 200 million yuan to build a 6000 ton lithium fluoride project and 350 million yuan to build a 2000 ton PVDF project in the 92 fluoride chemical industry base of Huichang County Industrial Park, Ganzhou City, Jiangxi Province.
The company has nearly 30 years of experience in fluorine chemical production. Through the establishment of a professional technical team for the production of fluorination and PVDF projects, after the completion of the project, the company will create an anhydrous hydrogen fluoride lithium fluoride / R152a lithium hexafluorophosphate / PVDF industrial chain layout, further give play to the advantages of the company’s fluorine chemical industry and improve the company’s profitability and comprehensive competitiveness.
Suzhou Uigreen Micro&Nano Technologies Co.Ltd(688661) : the company and Goethe microelectronics have recently reached a strategic cooperation intention and signed a strategic cooperation agreement. The two sides will cooperate in the production of fine manufactured products. Goer microelectronics is a semiconductor company focusing on the R & D, production and sales of MEMS devices and micro system modules. It can provide customers with a one-stop product solution of “chip + device + module”.
Tengda Construction Group Co.Ltd(600512) : the company won the bid for Ningbo “Yunfei road phase II (shaodu road Hongtang Middle Road) project (shaodu road Guangyuan Avenue) and Yaojiang new area integrated pipe gallery phase I (Yunfei Road) Civil Engineering (construction) bid section I”, with a bid price of 309842505 yuan.
Shanghai International Airport Co.Ltd(600009) : release the briefing on transportation production. In February 2022, 29000 aircraft took off and landed, an increase of 45.88% year-on-year; The passenger throughput was 2.5573 million person times, with a year-on-year increase of 89.42%. The cargo and mail throughput was 265400 tons, a year-on-year decrease of 8.10%.
Embedway Technologies (Shanghai) Corporation(603496) : the controlling shareholders Shen Zhenyu, Hu Deyong and Wang Xiang signed the share transfer agreement with Yunnan International Trust Co., Ltd. (on behalf of Yunnan trust – Mingyuan Xinchuang No. 1 securities investment collective fund trust plan, hereinafter referred to as “Mingyuan Xinchuang No. 1”) on March 16, 2022, and took 14000000 shares of the company held by them, accounting for 6.14% of the total share capital of the company, Transfer to Mingyuan Xinchuang No. 1 by agreement at the price of 10.38 yuan / share. This equity change will not lead to changes in the controlling shareholders and actual controllers of the company.
Zhejiang Orient Gene Biotech Co.Ltd(688298) : the New Coronavirus (2019-nCoV) antigen detection kit (colloidal gold method) developed by the company independently obtained the People’s Republic of China medical device registration certificate (in vitro diagnostic reagent) issued by the State Administration of Drug Administration (NMPA) in March 15, 2022. The New Coronavirus (2019-nCoV) antigen detection kit (colloidal gold method) has been added to China’s NMPA certification, which has further improved the layout of the company’s China market, based on the EU CE certification, the US FDA certification and the corresponding European market and the US market. P align = “center” increase / decrease
Triumph Science & Technology Co.Ltd(600552) : the controlling shareholder Kaisheng group increased its holdings of 7884400 shares of the company on March 16, 2022, accounting for 1.03% of the total share capital of the company, and plans to continue to increase its holdings within 6 months after this increase, with a cumulative increase of no less than 100 million yuan and no more than 150 million yuan (including this increase).
Inner Mongolia Eerduosi Resources Co.Ltd(600295) : the controlling shareholder of the company and the person acting in concert, Hong Kong company, plan to increase the holding of B shares of the company within 12 months from March 17, 2022, with the increase price not higher than US $2.2/share and the increase amount of US $10 million to US $10.1 million.
Chacha Food Company Limited(002557) : Huatai Group, the controlling shareholder of the company, increased 323300 shares of the company through the trading system of Shenzhen Stock Exchange on March 15, 2022, accounting for 0.06% of the total share capital of the company, with an increase of 1499668040 yuan. Within six months from March 15, 2022, the first increase date, Huatai Group plans to continue to increase its shares in the company, with an increase amount of no less than 30 million yuan and no more than 60 million yuan (including 1499668040 yuan of the first increase).
Top Score Fashion Co.Ltd(603608) : the controlling shareholder Pingtan Hetian plans to reduce the total holdings of no more than 12580000 shares and no more than 3% of the current total share capital of the company by means of centralized bidding and block trading within 6 months after 15 trading days from the date of disclosure of the announcement of the reduction plan. Li Lin, the director and actual controller of the company, plans to reduce his holdings of no more than 138000 shares by means of centralized bidding within 6 months after 15 trading days from the disclosure date of the announcement of the reduction plan, and the reduction proportion shall not exceed 0.33% of the current total share capital of the company. The above reduction subjects are persons acting in concertp align=”center”>
