At the beginning of the new year, A-share companies reported good news frequently. According to incomplete statistics by the reporter of China Securities Journal, from January 3 to 4, about 20 listed companies disclosed announcements involving business level, including signing strategic cooperation framework agreement, receiving bid winning notice, signing procurement and supply agreement, etc. Driven by relevant news, the share prices of many listed companies have made a “good start”.
strengthen industrial chain cooperation
On January 4, Beijing Beimo High-Tech Frictional Material Co.Ltd(002985) was trading at one time, up 4.6% as of the close. This is related to the significant progress of the company’s business.
According to the announcement on January 3, the carbon carbon composite brake disc of the company passed the examination, verification and evaluation, and signed a 10-year aviation material procurement and supply agreement, which will take effect from January 1, 2022. It marks that the company has officially entered the supply chain system of aviation material replacement of civil aviation aircraft.
The business of the two leading companies in the pig industry chain made a “good start”. Leading pig breeding enterprise Muyuan Foods Co.Ltd(002714) in 2021, the number of pigs sold exceeded 40 million; Henan Shuanghui Investment & Development Co.Ltd(000895) deeply cultivate the slaughtering and processing industry and is the largest meat processing enterprise in China.
According to the announcement, Muyuan Foods Co.Ltd(002714) and Henan Shuanghui Investment & Development Co.Ltd(000895) signed a strategic cooperation framework agreement. Relying on the purchase and sales of live pigs, the two sides improved the industrial chain, improved the value chain, opened up the supply chain, improved product quality, efficiency and market competitiveness, and realized win-win cooperation and common high-quality development. According to the agreement, Henan Shuanghui Investment & Development Co.Ltd(000895) will open up a green channel, give priority to the acquisition of Muyuan Foods Co.Ltd(002714) direct supply pigs 24 hours a day, and both parties agree on the supply quantity, price and transportation mode to realize point-to-point direct supply.
Zhejiang Hisoar Pharmaceutical Co.Ltd(002099) signed a strategic cooperation agreement with Hainan Huayi Taikang Pharmaceutical Co., Ltd. the two sides intend to carry out in-depth cooperation on the joint construction of cdmo service platform and customer expansion and development, so as to jointly provide global pharmaceutical enterprises with full-cycle drug R & D and manufacturing services of “intermediate API preparation”.
Xinjiang Tianfu Energy Co.Ltd(600509) announced on January 4 that the board of directors of the company considered and approved the proposal on signing the coal transportation contract with Xinjiang Tianfu Yitong Supply Chain Management Co., Ltd. and prepaying coal freight and related party transactions on January 4. Xinjiang Tianfu Energy Co.Ltd(600509) said that this move aims to ensure the stable supply of coal, lock in the coal cost and transportation capacity, and ensure the normal operation of the company’s power generation and heating production.
further increase production capacity
In order to grasp the industrial development opportunities and improve the comprehensive competitive strength, some listed companies have issued production expansion plans.
Sai Microelectronics Inc(300456) signed the cooperation framework agreement with the Management Committee of Hefei high tech Industrial Development Zone on January 1. According to the agreement, the company plans to invest in the construction of a 12 inch MEMS production line with a design capacity of 20000 pieces / month in Hefei high tech Zone, with a total investment of 5.1 billion yuan. It is expected to realize an annual income of about 3 billion yuan after the completion of the project.
Sai Microelectronics Inc(300456) the registered capital of Hefei project company is proposed to be about 4 billion yuan. Among them, Sai Microelectronics Inc(300456) plans to invest about 1.44 billion yuan, accounting for about 36% of the shares; The Management Committee of Hefei high tech Zone jointly invested about 1 billion yuan, accounting for about 24% of the shares, with the state-owned assets platform under the urban area; The core team of the project invested about 400 million yuan, accounting for about 10% of the shares; Other social capital contributed about 1.2 billion yuan, accounting for about 30% of the total shares.
Sichuan Furong Technology Co.Ltd(603327) announced on January 3 that it plans to sign the framework investment agreement with the people’s Government of Luoyuan county and the Management Committee of Fuzhou Taiwan investment zone to build a high-precision electronic consumption and high-end manufacturing base of new materials in Luoyuan County, Fuzhou City, Fujian Province. The construction contents of the project include: the renewable resources company plans to invest in the construction of “250000 tons of recycled aluminum and round ingot project”, the high-end manufacturing company plans to invest in the construction of “80000 tons of consumer electronics aluminum profiles and deep processing project” and “100000 tons of aluminum alloy new materials and deep processing series projects”, and the project is constructed by stages. The total investment of the project is 5 billion yuan.
Sichuan Furong Technology Co.Ltd(603327) mainly engaged in the R & D, production and sales of aluminum structural parts of consumer electronic products. The company said that after the above investment projects are fully completed, it will increase the production capacity of consumer electronics aluminum, which will help to solve the problem of insufficient production capacity in peak season, further improve the market share of products and maintain the company’s leading market position.
good news of winning the bid
At the beginning of the new year, listed companies received an endless stream of bid winning notices. At 18:00 on January 3-4, more than 10 companies disclosed the bid winning announcement. Many companies said that after the successful project is signed and successfully implemented, it will have a positive impact on the company’s business performance in 2022 and in the future.
Ningbo Construction Co.Ltd(601789) it was announced on January 3 that the consortium composed of the wholly-owned subsidiary construction engineering group and East China Architectural Design and Research Institute Co., Ltd. was the bid winner of the general contract for the design and construction of the new project of Ningbo public health clinical center, with a bid price of about 999 million yuan. On January 4, Ningbo Construction Co.Ltd(601789) shares rose 5.09%.
The share price of Kennede Electronics Mfg.Co.Ltd(002723) rose by the limit on January 4. According to the announcement released by the company on the same day, Guohai Construction Co., Ltd., a wholly-owned subsidiary, is the bid winner of ” Jinke Property Group Co.Ltd(000656) Jiangxi Nanchang Jimei Tianchen project phase II civil installation EPC project”. Kennede Electronics Mfg.Co.Ltd(002723) said that the successful implementation of the project will increase the company’s proportion in the construction industry. The total amount of the project is about 165 million yuan, accounting for 15.14% of the company’s audited operating revenue in 2020.
Palm Eco-Town Development Co.Ltd(002431) received the bid winning notice of “general contracting of phase I construction of Huanghe Bay Rural Revitalization demonstration project in Lankao County”. The total investment of the winning project is about 752 million yuan, accounting for 15.60% of the company’s audited operating revenue in 2020.
Beijing Geoenviron Engineering & Technology Inc(603588) is the bid winner of “construction project of repairing and treating polluted soil in Barracuda bay construction area of Dalian Metro Line 4 phase I project”, with a bid winning amount of 114 million yuan. The Sanwei Holding Group Co.Ltd(603033) joint venture Sichuan Sanwei won the bid for the Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) Municipal Construction Group Co., Ltd. Chengdu rail transit line 19 phase II track project precast track slab procurement project, and the estimated bid winning amount is 112 million yuan. Wuxi Huaguang Environment & Energy Group Co.Ltd(600475) holding subsidiaries Wuxi Municipal Design and Research Institute Co., Ltd. (the leading Party of the consortium) and Yixing public Municipal Engineering Co., Ltd. won the bid for the general contract of reconstruction project of sewage pipe network system in Guanlin Town, with a bid winning amount of 119 million yuan.
(China Securities Journal)
