focus today
[ Yongxing Special Materials Technology Co.Ltd(002756) : the net profit of lithium new energy business from January to February increased by about 3700% year-on-year]
Yongxing Special Materials Technology Co.Ltd(002756) announcement: according to the preliminary accounting of the company, 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 the parent company 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 2022, 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 a net profit attributable to the parent company of about 420 million yuan, a year-on-year increase of about 3700%.
RMB 10
Beijing Compass Technology Development Co.Ltd(300803) announcement: according to the draft reorganization plan, the rights and interests of joint venture group, Shengjing financial holding and Hengxin leasing as 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 the restructured wechat securities. As of the date of issuance of the summary of the report, 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.
[eleven day eight board China Meheco Group Co.Ltd(600056) : covid-19 virus treatment drugs may affect the sales price if they are included in the national medical insurance]
China Meheco Group Co.Ltd(600056) released the announcement of the announcement. In March 15th, the National Health Council released the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth). The Pfizer Inc COVID-19 virus treatment drug PAXLOVID was included in the ninth edition of the diagnosis and 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 company signed an agreement with Pfizer Inc in March 9th, and the company will be responsible for the commercial operation of Pfizer Inc COVID-19 virus PAXLOVID in Chinese mainland market during the agreement period (2022). Xiaocai note: as of today’s close, China Meheco Group Co.Ltd(600056) has increased by 153% in the last 15 trading days.
[ Tahoe Group Co.Ltd(000732) : Huang Qisen, chairman and general manager, is assisting relevant authorities in investigation]
Tahoe Group Co.Ltd(000732) announcement: the board of directors learned recently that Huang Qisen, chairman and general manager of the company, is assisting relevant authorities in the investigation. The board of directors of the company has launched the emergency plan. At present, Ge Yong, CO president of the company, and Wang Jinggang, CO president of the company, normally preside over the production and operation of the company. The above matters will not affect the normal operation of the company and the normal business activities of the company.
[ Shanghai Junshi Biosciences Co.Ltd(688180) : covid-19 oral drug vv116 showed satisfactory safety and tolerability in healthy subjects]
Shanghai Junshi Biosciences Co.Ltd(688180) announcement, recently, the results of the 3 phase I clinical trials of oral nucleoside anti SARS CoV-2 VV116 tablets (referred to as “VV116”) developed by the company’s controlling subsidiary, Jun Tuo bio and Wang Shan Wang Shui, were published in the famous journals of pharmacy. The results showed that vv116 showed satisfactory safety and tolerance in healthy subjects, with rapid oral absorption. It can be administered orally under fasting or normal dietary conditions. It is recommended to explore the dose of 200 mg to 600 mg twice a day in subsequent clinical studies. This is the first phase I clinical data of domestic oral small molecule anti sars-cov-2 drugs. As of the announcement date, VV116 has been approved for the treatment of moderate to severe New Coronavirus pneumonia in Uzbekistan.
[ Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) : compared with the same period last year, the selling price of Sikai Guoyuan terminal increased by about 30 yuan]
Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) disclosed the announcement in the investor’s visit reception record form that the current inventory is still benign, we have no habit of pressing goods, and the price performance is stable at present. Compared with the same period last year, the selling price of sikaiguoyuan terminal has increased by about 30 yuan. In our price band, it is good to increase so much. The original secondary high-end is also good, and the growth rate has slowed down; The growth rate of 100300 yuan was higher than expected. Now the product planning is that V9 has all elegant soy sauce flavor, and Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) used to make Luzhou flavor. Based on the fact that V3 has done a lot of work and achieved certain results, it is not willing to adjust V3 as a whole at once, and V9 is unwilling to put it at the price of V3 for a short time. In addition, Luzhou incense also needs to be upgraded, so there are some contradictions in this matter, so we need to weigh the pros and cons.
[ Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) : it is proposed to invest 9.102 billion yuan in the expansion project of original wine production and energy storage]
Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) announced that the company plans to invest 9.102 billion yuan in the construction and implementation of Fenjiu 2030 technical transformation original wine production and storage expansion project (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 original wine by 51000 tons and the energy storage of original wine by 134400 tons.
[ Nanjing Vazyme Biotech Co.Ltd(688105) : sign 215 million yuan New Coronavirus antigen test kit contract]
Nanjing Vazyme Biotech Co.Ltd(688105) announced that 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 year.
[ Changchun High And New Technology Industries (Group) Inc(000661) : net profit in 2021 increased by 23.33% year-on-year, and it is proposed to pay 8 yuan out of 10]
Changchun High And New Technology Industries (Group) Inc(000661) disclosed the annual report of 2021. During the reporting period, the company realized an operating revenue of 10.747 billion yuan, an increase of 25.30% year-on-year; The net profit was 3.757 billion yuan, a year-on-year increase of 23.33%; The basic earnings per share is 9.28 yuan.
The company plans to distribute a cash dividend of 8 yuan (including tax) to all shareholders for every 10 shares. Xiaocai note: according to the annual report, Zhang Qinghua’s e-fund new income hybrid investment fund withdrew from the list of the top ten circulating shareholders.
[ Zhejiang Orient Gene Biotech Co.Ltd(688298) : New Coronavirus antigen test kit obtained China Medical Device Registration Certificate]
Zhejiang Orient Gene Biotech Co.Ltd(688298) announcements, 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.
[four link board Linewell Software Co.Ltd(603636) : the company’s projects involving electronic licenses will account for no more than 2% of its revenue in 2020]
Linewell Software Co.Ltd(603636) issued a change announcement. Since March 11, 2022, the company’s stock has increased by 39.99% in total, with a large increase in the short term, but the company’s fundamentals have not changed significantly. Among them, the proportion of the company’s projects involving electronic licenses in the company’s operating revenue in 2020 does not exceed 2%, which does not have a significant impact on the company’s production and operation.
[ Lucky Harvest Co.Ltd(002965) : received the letter of intent for project designation, and the estimated transaction amount is 3-3.5 billion yuan]
Lucky Harvest Co.Ltd(002965) announced that the company and its wholly-owned subsidiary Changshu Xiangxin received 14 letters of intent for fixed-point projects from customers related to power batteries from January to March, confirming that the company and Changshu Xiangxin are suppliers of many new energy vehicle power battery box products, with an estimated project life cycle of 2-8 years and an estimated project transaction amount of 3-3.5 billion yuan, The end customers of the project include Chinese independent automobile brands and joint venture brands.
[ Yifeng Pharmacy Chain Co.Ltd(603939) : antigen detection kit will be officially put on sale in retail pharmacies in the next 2-3 days]
Yifeng Pharmacy Chain Co.Ltd(603939) disclosed the announcement on the minutes of investor relations activities. We believe that the sales of antigen detection kits play a positive role in promoting the passenger flow of retail pharmacies, and the continuous growth of passenger flow is one of the most important factors for the growth of the company’s performance. At present, the company is actively allocating the supply of goods, and has reached a business cooperation agreement with the manufacturer. The commodity will also be officially put on the shelves in retail pharmacies in the next 2-3 days. In the follow-up, the company will actively prepare and transfer goods to ensure and meet the needs of residents for self-detection of covid-19 virus.
[ China Molybdenum Co.Ltd(603993) : the company’s cobalt production increased by 52% year-on-year from January to February]
China Molybdenum Co.Ltd(603993) announced that from January to February 2022, the company seized the favorable opportunity of the market and went all out to stabilize and increase production. The output of the company’s main products copper, cobalt and niobium increased by 20%, 52% and 42% respectively year-on-year. The output of molybdenum and tungsten products decreased due to the restriction of environmental protection control in major international events. At the same time, benefiting from the year-on-year increase in the sales prices of all products, the company’s main business indicators were better than expected and achieved a good start of the year.
[Zhu Laoliu of Beijing stock exchange: the company’s pickled vegetable products are not pickled in pits]
Zhu Laoliu of the Beijing Stock Exchange announced that recently, the company paid attention to the exposure of “some old jars of pickled vegetables are pickled in earth pits” in the “March 15 party”, and there are more cases of pickled vegetables pickled in mud pits, i.e. big pits, in the northeast. In recent years, the state has taken a series of rectification measures against Dakeng pickled vegetables, and the use of Dakeng pickled pickled vegetables is explicitly prohibited. The sauerkraut products of the company have modern plants, which are fermented and pickled in a constant temperature sealed fermentation tank, and there is no case of using soil pit for pickling production.
[ Shanghai Kinlita Chemical Co.Ltd(300225) : increase the price of cathodic electrophoretic paint and topcoat products]
Shanghai Kinlita Chemical Co.Ltd(300225) announced that 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%.
[ Unilumin Group Co.Ltd(300232) : net profit of about 23 million yuan from January to February, with a year-on-year increase of about 2348%]
Unilumin Group Co.Ltd(300232) announcement: from January to February, the company achieved a total operating revenue of about 846 million, an increase of about 24% year-on-year; The net profit was about 23 million yuan, a year-on-year increase of about 2348%; The gross profit margin is about 28%, with a year-on-year increase of about 4 percentage points; The net interest rate was about 2.72%, with a year-on-year increase of about 2.59 percentage points.
Investment & signing
[ Guangdong No.2 Hydropower Engineering Company Ltd(002060) : it is proposed to invest 6.3 billion yuan in a new energy power generation project with a total installed capacity of 1.05 million KW]
Guangdong No.2 Hydropower Engineering Company Ltd(002060) announced that Xinjiang Guangdong No.2 Hydropower Engineering Company Ltd(002060) a wholly-owned subsidiary of the company has signed a framework agreement with the people’s Government of Weining County, Bijie City, Guizhou Province, and plans to 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.
[ Zhuzhou Kibing Group Co.Ltd(601636) : it is proposed to invest 3.12 billion yuan to build two photovoltaic glass production lines]
Zhuzhou Kibing Group Co.Ltd(601636) announced that it plans to invest 3.12 billion yuan in the construction of two 1200td photovoltaic glass production lines, 850 million yuan in the construction of Malaysian quartz sand production base and 490 million yuan in the construction of roof distributed photovoltaic power station project.
[ Shenzhen Inovance Technology Co.Ltd(300124) : the proposed subsidiary will invest no more than 1.65 billion yuan to build production plants and supporting facilities]
Shenzhen Inovance Technology Co.Ltd(300124) announcement: in order to meet the needs of the company’s leading screw and industrial Siasun Robot&Automation Co.Ltd(300024) business development, the company plans to establish a wholly-owned subsidiary “Nanjing Shenzhen Inovance Technology Co.Ltd(300124) Co., Ltd.” in Nanjing Jiangning Economic and Technological Development Zone to purchase land and housing buildings (structures) under the name of Nanjing Jiangning Economic and Technological Development Group Co., Ltd. for investment in the construction of production, R & D and office bases. The total investment of the project shall not exceed 1.65 billion yuan. All project funds come from the company’s own or self raised funds.
equity change
[ Baoding Technology Co.Ltd(002552) : proposed to purchase 63.87% equity of Jinbao electronics with RMB 1.197 billion]
Baoding Technology Co.Ltd(002552) announced that it plans to purchase 63.87% equity of Jinbao electronics by issuing shares as consideration, and the transaction price is 1.197 billion yuan; It is proposed to raise no more than 300 million yuan from the controlling shareholder to invest in the target company’s “7000 T / a high-speed high-frequency board 5g (HVLP) copper foil project”, supplement the working capital of listed companies, pay intermediary fees, etc.
[ Embedway Technologies (Shanghai) Corporation(603496) : the controlling shareholder intends to transfer 6.14% shares to Mingyuan Xinchuang No. 1]
Embedway Technologies (Shanghai) Corporation(603496) announced that the controlling shareholder intends to transfer 6.14% shares to Mingyuan Xinchuang No. 1 at a transfer price of 10.38 yuan / share.
[ Hy Energy Group Co.Ltd(600387) : subsidiary intends to transfer 22% equity of huaruisheng bank]
Hy Energy Group Co.Ltd(600387) announced that Haiyue asset management, a wholly-owned subsidiary, plans to transfer 22% of the equity of huaruisheng bank to Ruiwo enterprise management at a transaction price of 47.5 million yuan. After the completion of this transaction, the company will no longer hold the equity of huaruisheng bank.
increase / decrease & repurchase
[ Top Score Fashion Co.Ltd(603608) : the shareholder Pingtan Hetian and the director Li Lin intend to reduce their shares by no more than 3.33%]
Top Score Fashion Co.Ltd(603608) announced that the shareholder Pingtan Hetian and the director Li Lin planned to reduce their shares by no more than 3.33%.
[ Guangdong Brandmax Marketing Co.Ltd(300805) : Overseas Chinese bank and Li’an capital plan to continue to reduce their total shares by no more than 3%]
Guangdong Brandmax Marketing Co.Ltd(300805) announced that the total number of shares to be reduced by the shareholders overseas Chinese bank and Lian capital shall not exceed 126969 million shares, that is, not more than 3% of the total share capital of the company.
[ Cambricon Technologies Corporation Limited(688256) : the controlling shareholder intends to increase the company’s shares by 3-6 million yuan]
Cambricon Technologies Corporation Limited(688256) announced that the controlling shareholders, actual controllers, some directors and senior managers of the company plan to increase their holdings of shares of the company by 3-6 million yuan.
[ Giant Network Group Co.Ltd(002558) : propose to repurchase the company’s shares by RMB 300 million-600 million]
Giant Network Group Co.Ltd(002558) announced that the company plans to use its own funds to buy back the company’s shares in the form of centralized bidding, and the repurchased company shares will be used for equity incentive or employee stock ownership plan. The total repurchase amount shall not exceed 600 million yuan (inclusive) and not be less than 300 million yuan (inclusive), and the repurchase price shall not exceed 15 yuan / share (inclusive).
[ Xiamen Intretech Inc(002925) : to repurchase the company’s shares with RMB 100200 million]
Xiamen Intretech Inc(002925) announced that the company plans to repurchase the company’s shares with RMB 100 million to RMB 200 million (inclusive), and the repurchase price shall not exceed RMB 24.9/share (inclusive); The repurchased shares will be used for employee stock ownership plan or equity incentive.
operation & performance
[ Beijing Jetsen Technology Co.Ltd(300182) : net profit in the first quarter is expected to increase by 136% – 167% year-on-year]
Beijing Jetsen Technology Co.Ltd(300182) announced that it is expected to make a profit of 230260 million yuan in the first quarter of 2022, with a year-on-year increase of 136.21% – 167.02%; The company has made positive progress in the business development of high-tech video fields such as 4 / 8K Ultra HD technology and virtual technology.
[ Shenghe Resources Holding Co.Ltd(600392) : net profit in the first two months increased by about 259% year-on-year]
Shenghe Resources Holding Co.Ltd(600392) announcement: according to the company’s preliminary accounting, from January to February 2022, the company realized an operating revenue of about 2.671 billion yuan, a year-on-year increase of about 126.74%; The net profit attributable to the parent company was about 456 million yuan, with a year-on-year increase of about 259.06%. The company’s revenue and profit increased significantly, mainly due to the continuous improvement in the demand for major rare earth products, the company’s sufficient orders, and the large increase in product prices in the same period. The company’s subordinate factories arrange orders for production and solidly carry out production and operation.
[ China National Nuclear Power Co.Ltd(601985) : net profit in the first two months increased by about 50% year-on-year]
China National Nuclear Power Co.Ltd(601985) announcement: from January to February, all units of the company operated well, and the company achieved a total operating revenue of about 10.9 billion yuan, an increase of about 27% year-on-year; The net profit attributable to shareholders of listed companies was about 1.6 billion yuan, an increase of about 50% year-on-year.
[ Ningbo Sanxing Medical Electric Co.Ltd(601567) : the expected year-on-year growth of operating revenue from January to February is about 44%]
Ningbo Sanxing Medical Electric Co.Ltd(601567) announcement: from January to February, the company expects to achieve an operating revenue of about 1.15 billion yuan, an increase of about 44% year-on-year. The intelligent power distribution sector is expected to achieve an operating revenue of about 900 million yuan, a year-on-year increase of about 58%.
[ Sichuan Kelun Pharmaceutical Co.Ltd(002422) : net profit in the first quarter is expected to increase by 50% – 70% year-on-year]
Sichuan Kelun Pharmaceutical Co.Ltd(002422) announced that the profit in the first quarter of 2022 is expected to be 260 million yuan – 298 million yuan, with a year-on-year increase of 50% – 70%; The sales revenue and gross profit of infusion and non infusion preparations increased year-on-year. The company continued to produce large quantities of generic drugs, and the operating revenue and gross profit increased year-on-year.
contract & project winning
[ Eastone Century Technology Co.Ltd(300310) : winning the bid of 279 million yuan project]
Eastone Century Technology Co.Ltd(300310) announced that the company won the bid for the centralized procurement (equipment installation) project of communication engineering construction services of China Mobile from 2022 to 2023. The bid winning amount before discount is expected to be 279 million yuan (including tax), and the estimated execution period of the project is from January 1, 2022 to December 31, 2023.
[Tianyuan environmental protection: the consortium won the 179 million yuan sewage treatment plant reconstruction and expansion project]
According to the announcement of Tianyuan environmental protection, the consortium won the general contracting project of the reconstruction and expansion project of the first sewage treatment plant in Luzhai County, with a bid winning amount of 179 million yuan.
financing & fixed increase
[ Jiajiayue Group Co.Ltd(603708) : no more than 608 million yuan to be raised]
Jiajiayue Group Co.Ltd(603708) announced that it is planned to raise no more than 608 million yuan for Jiajiayue Group Co.Ltd(603708) Shanghe smart Industrial Park Project (phase I), Yangting shopping mall project and bank loan repayment.
share price change
Company risk
Shenzhen Dvision Co.Ltd(300167) issued a change announcement. At present, the number of shares held by the company’s largest shareholder Shanghai sayo port and the persons acting in concert is relatively close to that of the second largest shareholder Beijing ance and the persons acting in concert, and the company has the risk of unstable control. In addition, as of the disclosure date of the announcement, the court has not ruled to accept the application for bankruptcy liquidation, and there is still significant uncertainty about whether the company will enter the liquidation procedure. Due to the impact of covid-19 epidemic, the implementation, acceptance and settlement of the projects carried out by the company have been delayed, resulting in a phased shortage of the company’s funds.
[two connected boards Guangzhou Lingnan Group Holdings Company Limited(000524) : with the popularization of covid-19 vaccination and the launch of specific drugs, it is expected to promote the recovery and development of tourism market in the future]
Guangzhou Lingnan Group Holdings Company Limited(000524) issued the announcement of changes. At present, although the Chinese tourism market is affected by the epidemic in various places and the outbound tourism market has not been restarted, with the popularization of covid-19 vaccine and the continuous introduction of specific drugs, it is expected to usher in more positive factors to promote the recovery and development of the tourism market in the future. Facing the market changes after the normalization of epidemic prevention and control, the company will actively grasp the new demand, integrate into the new development pattern, constantly deepen the transformation and upgrading, innovate and supply in one main and multiple ways, and continue to promote the layout of the company’s Pan tourism industry ecosystem.
others
[ Shenzhen Everwin Precision Technology Co.Ltd(300115) : suspension of production in some factories due to epidemic prevention and control will have a certain adverse impact on the normal operation of the company]
Shenzhen Everwin Precision Technology Co.Ltd(300115) announced that at present, some production plants of the company have received epidemic prevention and control requirements from the local government on suspending production, which has a certain adverse impact on the normal production and operation of the company; The sales of production plants above the company accounted for 50.85% of the company’s total sales in the first three quarters of 2021. The company predicts that the above epidemic related matters are short-term measures for epidemic prevention, and the specific impact of the epidemic on the company’s operating performance cannot be predicted for the time being.
[ Hangzhou Everfine Photo-E-Info Co.Ltd(300306) : the company is not directly involved in electronic ID card business]
Hangzhou Everfine Photo-E-Info Co.Ltd(300306) announced that the company is concerned about media reports that the company is involved in electronic ID card business. The company’s biometric business is the main business of Zhejiang Weier Technology Co., Ltd., the holding subsidiary of the company. At present, it mainly focuses on the biometric technology, product and service market, focusing on developing business in traffic driving training, finance and banking, public safety, military industry and other industries. Up to now, the company has not been directly involved in electronic ID card business.
[ Beijing Tianyishangjia New Material Corp.Ltd(688033) : signing strategic cooperation agreement with Beiqi Foton Motor Co.Ltd(600166) ]
Beijing Tianyishangjia New Material Corp.Ltd(688033) announced that it has signed a strategic cooperation agreement with Beiqi Foton Motor Co.Ltd(600166) to jointly design and develop the core parts of commercial vehicles and special vehicles, take the lightweight, high performance and low cost of braking materials as an important development direction, and promote the innovative development of commercial vehicles and special vehicles.
