focus today
[ Guangdong Tonze Electric Co.Ltd(002759) : net profit in the first quarter increased by 742.8% – 827.08% year on year]
Guangdong Tonze Electric Co.Ltd(002759) disclosed the performance forecast. It is estimated that the net profit in the first quarter of 2022 will be 400 million yuan to 440 million yuan, with a year-on-year increase of 742.8% – 827.08%. In the first quarter, the company’s lithium hexafluorophosphate production unit continued to maintain full capacity production. The production and sales volume of lithium hexafluorophosphate increased significantly compared with the first quarter of 2021, and the sales price also increased significantly compared with the first quarter of 2021.
[25 day 16 board Zhejiang Construction Investment Group Co.Ltd(002761) : more than 56000 shareholders increased from February 10 to March 10, and the number of shareholders increased rapidly recently]
Zhejiang Construction Investment Group Co.Ltd(002761) issued a change announcement. According to the relevant valuation data of China Securities Index Co., Ltd., as of the closing of March 18, the latest static P / E ratio of e construction industry of the CSRC to which the company belongs was 9.09 times, and the latest P / E ratio of the company was 38.29 times, 4.21 times that of Listed Companies in the same industry; The price to book ratio of the industry is 0.87 times, and the latest price to book ratio of the company is 6.30 times, which is 7.24 times that of Listed Companies in the same industry. The valuation is significantly higher than that of Listed Companies in the same industry. As of March 10, the number of shareholders of the company was 90433, an increase of 56097 compared with 34336 on February 10. The number of shareholders of the company has increased rapidly recently. Xiaocai note: as of today’s close, Zhejiang Construction Investment Group Co.Ltd(002761) has increased by 386.21% in the last 25 trading days.
[ Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) : non exclusive license of generic API granted by MPP to nimatovir]
Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) announcement: MPP grants the company a non exclusive license to use relevant patents and know-how to produce the generic API of nirmatrelvir (nimatovir) in the developing covid-19 oral drug paxlovid (nirmatrelvir and ritonavir), and commercialize cooperative drugs and related rights in the region (95 low-income countries such as India, Indonesia and Egypt or public procurement institutions). The licensed areas are 95 low – and middle-income countries or public procurement agencies, excluding China. The production and sales of cooperative drugs under this license can only be implemented after the approval of relevant competent authorities (including but not limited to marketing approval).
[ Tcl Technology Group Corporation(000100) : proposed repurchase of 450 million yuan – 550 million yuan of company shares]
Tcl Technology Group Corporation(000100) announced that the company plans to use its own funds, self raised funds and other financing methods to buy back the company’s shares in the form of centralized bidding transaction. The total amount of shares repurchased shall not be less than 450 million yuan and not more than 550 million yuan, and the repurchase price shall not exceed 8 yuan / share (inclusive). The repurchased shares will be used for employee stock ownership plan or equity incentive.
[ Shanxi Securities Co.Ltd(002500) : Sino German securities was fined 11.32 million yuan by the CSRC for suspected violation of LETV’s recommendation business]
Shanxi Securities Co.Ltd(002500) announcement: on March 18, Yang Lijun and Wang Xin, the signing and recommendation representatives of the holding subsidiaries Zhongde securities and LETV’s 2016 non-public offering project, received the prior notice of administrative punishment from the CSRC. The China Securities Regulatory Commission plans to decide: order China and Germany securities to make corrections, give a warning, confiscate the business income of 5.6604 million yuan and impose a fine of 113208 million yuan; Yang Lijun and Wang Xin were warned and fined 150000 yuan respectively.
[ Zhongchang Big Data Corporation Limited(600242) : the board of directors removed the president and two vice presidents due to failure to effectively resolve the company’s operating difficulties and risks]
Zhongchang Big Data Corporation Limited(600242) announcement: President Zeng Jianxiang, vice president Ye Qiwei and vice president Ma Kai were removed from their respective positions of president and vice president by the board of directors for failing to effectively resolve the company’s operating difficulties and risks. Ying Mingde, Lu Xiaotian and Li qunnan abstained because they were unaware of the relevant situation. Zeng Jianxiang objected for the following reasons: first, the removal procedure of the vice president did not comply with the relevant provisions of the company. Without the proposal of the president, the board of directors could not directly remove the vice president and nominate the executive vice president. Secondly, as the president of the company, I have always been committed to maintaining the independent corporate governance structure of listed companies, standardizing the company’s operation and promoting the resolution of debt crisis. Third, Ma Kai and ye Qiwei were diligent and responsible during their tenure as vice presidents of the company, and their corporate governance was in good order.
Investment & signing
[youningwei: proposed subsidiary to carry out industrial layout in medical reagents and other fields]
Youningwei announced that the company plans to use its own capital of 50 million yuan to set up a wholly-owned subsidiary Nanjing youningwei Medical Technology Co., Ltd. in Nanjing, Jiangsu Province. This time, the wholly-owned subsidiary plans to carry out industrial layout in the field of medical reagents and biological diagnostic reagents and instruments, improve the company’s industrial structure and cultivate new profit growth points; As a limited partner, the company plans to make a capital contribution of 25 million yuan with its own funds, participate in the Shanghai Taili Jingyu venture capital partnership (limited partnership) (hereinafter referred to as “equity investment fund”) established by the related party Taili venture as the general partner and fund manager, jiasui industry, Hainan Wanlin Fusheng investment and other limited partners. The fund focuses on new materials, medical and health care, energy conservation and environmental protection, intelligent manufacturing and services.
[ S.P.I Landscape Design Co.Ltd(300844) : proposed 90 million yuan industrial investment fund share]
S.P.I Landscape Design Co.Ltd(300844) announced that the company plans to establish a landscape concrete digital technology industry investment fund partnership (limited partnership) with Yijian investment and sun Hu, the actual controller of the company. The total capital contribution of the fund partners is 100 million yuan, of which the company plans to subscribe 90% of the fund shares with its own capital of 90 million yuan as a limited partner; As a limited partner, sun Hu plans to subscribe 9% of the fund share with his own capital of 9 million yuan. The investment direction of the fund is the equity investment of unlisted enterprises in landscape planning and design, intelligent design, digital technology, digital twins, virtual reality, augmented reality, rendering technology and other industries.
equity change
[ Wenzhou Yihua Connector Co.Ltd(002897) : it is proposed to transfer 95% of the equity of the holding subsidiary Hunan Yihua to the controlling shareholder]
Wenzhou Yihua Connector Co.Ltd(002897) announced that the company plans to transfer 95% of the equity of the holding subsidiary Hunan Yihua to the controlling shareholder Yihua holding at the price of RMB 116267 million. After the completion of this transaction, the company will no longer hold the equity of Hunan Yihua and Hunan Yihua will no longer be included in the scope of the company’s consolidated statements.
increase / decrease & repurchase
[ Guochuang Software Co.Ltd(300520) : shareholder sun Lu intends to reduce his shares by no more than 2%]
Guochuang Software Co.Ltd(300520) announced that sun Lu, a shareholder with a shareholding of 6.73%, plans to reduce his shareholding of no more than 4877700 shares of the company (2.00% of the total share capital of the company) through centralized bidding within six months after 15 trading days.
[ Zhuhai Bojay Electronics Co.Ltd(002975) : proposed repurchase of 1.25 million – 1.75 million shares]
Zhuhai Bojay Electronics Co.Ltd(002975) announced that the company plans to repurchase 1.25-1.75 million shares with its own funds for the implementation of the company’s equity incentive plan. The capital scale of the shares to be repurchased shall not exceed 126 million yuan; The repurchase price shall not exceed 72 yuan / share.
[ Appotronics Corporation Limited(688007) : proposed repurchase of 10-20 million yuan of company shares]
The total amount of shares to be repurchased by the company shall not exceed RMB 10 million, and the total amount of shares to be repurchased shall not exceed RMB 8 million; The repurchase price shall not exceed 27 yuan / share. The repurchased shares will be used for employee stock ownership plan or equity incentive at an appropriate time in the future, and will be transferred within three years after the implementation result of share repurchase and the announcement of share change.
[ Winall Hi-Tech Seed Co.Ltd(300087) : Zhang Qin, vice chairman and general manager, intends to reduce his shareholding by no more than 1%]
Winall Hi-Tech Seed Co.Ltd(300087) announced that Zhang Qin, the shareholder, vice chairman and general manager holding more than 5% of the company’s shares, plans to reduce the holding of no more than 1% of the company’s total share capital by means of centralized bidding within 6 months after 15 trading days, that is, no more than 4541000 shares.
[ Suzhou Tztek Technology Co.Ltd(688003) : the actual controller and the Board Secretary plan to increase the company’s shares by 6-12 million yuan in total]
Suzhou Tztek Technology Co.Ltd(688003) announced that the company has received the notice from Xu Yihua, the actual controller, chairman and general manager of the company, and Yang Cong, the director, Secretary of the board of directors and financial director of the company, and plans to increase the total holdings of the company’s shares by no less than 6 million yuan and no more than 12 million yuan.
operation & performance
[ Beijing E-Hualu Information Technology Co.Ltd(300212) : year on year change of net profit in the first quarter – 5.02% to 22.12%]
Beijing E-Hualu Information Technology Co.Ltd(300212) announced that the net profit in the first quarter of 2022 is expected to be 28 million yuan – 36 million yuan, with a year-on-year change of – 5.02% to 22.12%. During the reporting period, the company’s data operation business developed rapidly, the revenue increased steadily, and the proportion in the company’s performance will gradually increase.
[ Shanghai Fudan Microelectronics Group Co.Ltd(688385) : net profit in 2021 increased by 287.2% year on year, and it is proposed to allocate 0.65 yuan for 10]
Shanghai Fudan Microelectronics Group Co.Ltd(688385) disclosed in the annual report, the company achieved operating income of 2.577 billion yuan in 2021, with a year-on-year increase of 52.42%; The net profit was 514 million yuan, a year-on-year increase of 287.20%. The basic earnings per share is 0.69 yuan. The company plans to pay a cash dividend of 0.65 yuan (including tax) for every 10 shares.
[Renzhi shares: net loss of about 264055 million yuan in 2021]
Renzhi shares disclosed the summary of the 2021 annual report. In 2021, the company realized an operating revenue of 126 million yuan, a year-on-year increase of 16.69%; The net loss attributable to the shareholders of the listed company was about 264055 million yuan, compared with 146902 million yuan in the same period last year; The net loss attributable to shareholders of listed companies after deducting non recurring profits and losses was about 262805 million yuan, compared with 201771 million yuan in the same period last year, with a basic loss of 0.064 yuan per share.
[ China Zhonghua Geotechnical Engineering Group Co.Ltd(002542) performance express: net loss of about 281 million yuan in 2021]
China Zhonghua Geotechnical Engineering Group Co.Ltd(002542) disclosed the performance express of 2021. During the reporting period, the company achieved a total operating revenue of 5.165 billion yuan, a year-on-year decrease of 8.80%; The net loss attributable to the shareholders of the listed company was about 281 million yuan, compared with 185 million yuan in the same period last year; After deducting non recurring profits and losses, the net loss attributable to shareholders of listed companies was about 298 million yuan, compared with 187 million yuan in the same period last year. The basic loss per share was 0.16 yuan.
[ Jiangsu Transimage Technology Co.Ltd(002866) : net profit in 2021 increased by 21.7% year on year, and it is proposed to allocate 0.6 yuan for 10]
Jiangsu Transimage Technology Co.Ltd(002866) disclosed in the annual report, the company achieved an operating revenue of 1.92 billion yuan in 2021, with a year-on-year increase of 8.51%; The net profit was 164 million yuan, a year-on-year increase of 21.70%. The basic earnings per share is 0.58 yuan. The company plans to pay a cash dividend of 0.60 yuan (including tax) for every 10 shares.
[ Zhangjiagang Guangda Special Material Co.Ltd(688186) : net profit in 2021 increased by 1.7% year on year, and it is proposed to allocate 2.5 yuan for 10]
Zhangjiagang Guangda Special Material Co.Ltd(688186) disclosed in the annual report, the company achieved an operating revenue of 2.737 billion yuan in 2021, with a year-on-year increase of 51.20%; The net profit was 176 million yuan, a year-on-year increase of 1.70%; The basic earnings per share is 95.0 yuan. The company plans to distribute a cash dividend of 2.50 yuan (including tax) for every 10 shares.
contract & project winning
[ Welle Environmental Group Co.Ltd(300190) : the consortium won the project of 196 million yuan]
Welle Environmental Group Co.Ltd(300190) announced that the bid winning project is Qingdao Chengyang District sanitation facilities construction and operation integration project (phase II). The consortium formed by the company, Qingdao founder Construction Technology Group Co., Ltd. and China Urban Construction Research Institute Co., Ltd. is the bid winner of the project. It is estimated that the contract amount of the project is 196 million yuan.
financing & fixed increase
[ Grand Industrial Holding Co.Ltd(000626) : withdrawal of application documents for non-public offering of a shares]
Grand Industrial Holding Co.Ltd(000626) announcement: the board of directors of the company deliberated and approved the proposal and approved the company to apply to the CSRC for withdrawing the application documents related to the non-public offering of a shares. At present, the company’s production and operation are normal, and the withdrawal of the application for non-public offering of A-Shares will not have an adverse impact on the company’s production and operation and sustainable development.
others
[ Puya Semiconductor (Shanghai) Co.Ltd(688766) : new generation camera module EEPROM products applied to flagship models of overseas mobile phone head manufacturers]
Puya Semiconductor (Shanghai) Co.Ltd(688766) announced that the research and development of the company’s NOR flash series products have been completed and become the main force of mass production and delivery, and the wafer yield has reached more than 95%.
Among them, l series 64MB nor flash products have completed TWS Bluetooth headset certification of overseas mobile phone head manufacturer. The company’s NOR flash high-capacity py series products began mass production and shipment for the first time, which are applied to wearable, security and other markets. The on-board EEPROM products have completed the comprehensive assessment of aec-q100 standard. Firstly, the batch delivery of overseas customers has been realized in the application of body camera and on-board central control. The development of super large capacity EEPROM series has been completed, of which 2MB products are applied in the field of high-speed broadband communication and data center in batch. The new generation of 128KB to 512KB camera module EEPROM products have been applied to the flagship models of overseas mobile phone head manufacturers, and mass production has been realized. 128KB products of 1.2V camera module eeproml series supporting the next generation mobile phone master platform took the lead in entering the market, completed platform certification, and delivered the first mobile phone customer project in small quantities. In the direction of analog products, PE series voice coil motor drive chips with built-in nonvolatile memory are supplied in large quantities.
[ Guangdong Mingzhu Group Co.Ltd(600382) : resignation of three independent directors]
Guangdong Mingzhu Group Co.Ltd(600382) announcement: for personal reasons, Wang Zhiwei specially requests to resign from the independent director of the company and all positions held in the board of directors; For personal reasons, Li Huashi specially requests to resign from the independent director of the company and all positions held by the board of directors; For personal reasons, Wu Meilin hereby requests to resign from the independent director of the company and all positions held by the board of directors.
[ Zhejiangtailin Bioengineering Co.Ltd(300813) : the company temporarily stopped production and resumed production in the park affected by the epidemic]
Zhejiangtailin Bioengineering Co.Ltd(300813) announcement: on March 19, Hangzhou Binjiang covid-19 pneumonia epidemic prevention and control headquarters issued a notice to adjust the sealed control area, control area and prevention area of Binjiang District. The notice made it clear that the “three areas” of Tailin building will be relieved from 17:00 on March 19. The riverside park of the company was officially unsealed at 17:00 on March 19 and returned to work and production in an orderly manner.
