focus today
[ Longi Green Energy Technology Co.Ltd(601012) : signing the purchase agreement of polysilicon material length order of RMB 44.2 billion]
Longi Green Energy Technology Co.Ltd(601012) announced that eight subsidiaries of the company and four subsidiaries of Tongwei Co.Ltd(600438) signed long list purchase agreements for polysilicon materials. The transaction volume of polysilicon materials from January 2022 to December 2023 was 203600 tons. It is estimated that the total contract amount is about 44.2 billion yuan, accounting for 107.42% of the audited operating cost of the company in 2020.
[ Guizhou Sanli Pharmaceutical Co.Ltd(603439) : Huoxiang Zhengqi Capsule and other products listed in covid-19 pneumonia diagnosis and treatment plan (trial version 9)]
According to the Guizhou Sanli Pharmaceutical Co.Ltd(603439) announcement, De Changxiang, the company and the company participating in the bankruptcy reorganization, were included in the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth). The above products are listed as the recommended drugs for medical observation period and severe treatment by the scheme.
[ Zhejiang Huayou Cobalt Co.Ltd(603799) : strategic cooperation intention with Volkswagen (China) and Castle Peak holdings]
Zhejiang Huayou Cobalt Co.Ltd(603799) announced that the company has reached strategic cooperation intentions with Volkswagen and Castle Peak holdings on the upstream and downstream cooperation of power battery cathode material industry chain, and plans to jointly layout the development of nickel and cobalt resources in Indonesia, as well as the integrated business of power battery cathode materials such as nickel and cobalt sulfate refining, precursor processing and cathode material production. The company, Volkswagen (China) and Aoyama holdings plan to establish a joint venture in Indonesia to jointly layout the nickel cobalt resource development business, jointly build an internationally competitive nickel cobalt raw material supply base for new energy power batteries, and establish a transparent and sustainable supply chain. The planned construction scale of the joint venture can meet the supply of nickel and cobalt raw materials for about 160gwh battery.
[sanlianban Shanghai Pharmaceuticals Holding Co.Ltd(601607) : no cooperation with yanyeyi pharmaceutical in covid-19 virus treatment drugs]
Shanghai Pharmaceuticals Holding Co.Ltd(601607) issued a change announcement, paying attention to the recent rumors in the market about the cooperation between the company and yanyeyi Pharmaceutical Co., Ltd. in covid-19 virus treatment drugs. After verification by the company, the company has not carried out such cooperation at present. The company’s production and operation activities are normal.
[sanlianban Zhejiang Zhongxin Fluoride Materials Co.Ltd(002915) : it is impossible to judge whether Chinese customers indirectly provide covid-19 oral drug API samples to yanyeyi pharmaceutical]
Zhejiang Zhongxin Fluoride Materials Co.Ltd(002915) issued a change announcement. The company noticed that there were rumors on the Internet that the company cooperated with Japan yanyeyi Pharmaceutical Co., Ltd. to develop oral drugs for covid-19 virus. The company hereby clarifies that regarding the fluorobenzene intermediate 245 trifluorobenzene related products, one of the raw materials of oral drugs for covid-19 virus developed by yanyeyi pharmaceutical in the above rumors, the company currently only produces a small number of small-scale test samples and only provides them to some Chinese customers for testing and trial. The company has not directly provided samples of the product to yanyeyi pharmaceutical, and yanyeyi pharmaceutical has not provided the company with any quality standards for the procurement of covid-19 oral drug front-end raw materials. At present, the two sides have not carried out any formal cooperation. Due to the failure to obtain the relevant information on the end use of 245 trifluorobenzene products purchased by the company from the company’s direct customers, the company is unable to judge whether there is a situation that Chinese customers indirectly provide yanye Yiyi pharmaceutical with the sample of the company’s products. From January to February 2022, the revenue of 245 trifluorobenzene related products accounted for a small proportion of the company’s total operating revenue. It still takes a certain period for these products to reach the scale of industrial production, which is expected to have a small impact on the company’s performance in 2022. The company is currently planning to acquire the controlling interest of a chemical company in cash. If the acquisition is successfully completed, it will help the company quickly enter the business field of high-end fluorine-containing refrigerants and polymer materials.
[ Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) : expected net profit in the first quarter increased by 313% – 349% year on year]
Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) announced that the net profit in the first quarter of 2022 is expected to be 1.15 billion yuan – 1.25 billion yuan, with a year-on-year increase of 313% – 349%; The company’s main products, including glyphosate, organosilicon and industrial silicon, have continued the state of continuous prosperity since 2021 due to the influence of supply and demand, and the product prices continue to operate at a high level. Xiaocai note: the net profit of Q4 in 2021 is 1.053 billion yuan. Based on this calculation, the net profit in the first quarter of 2022 is expected to increase by 9% – 18% month on month.
[ Jinzhou Jixiang Molybdenum Co.Ltd(603399) equity incentive plan: the revenue of lithium salt related business segment in 2022 shall not be less than 2 billion yuan]
Jinzhou Jixiang Molybdenum Co.Ltd(603399) disclose the equity incentive plan. The total rights and interests of the incentive objects to be granted are 20 million shares, and the exercise price of the stock option granted for the first time is 19.44 yuan / share; The grant price of restricted shares granted for the first time is 9.72 yuan per share. Performance conditions of each year: the operating revenue of lithium salt related business segment in 2022 shall not be less than 2 billion yuan; The cumulative operating income of lithium salt related business segments in 2022 and 2023 shall not be less than 5 billion yuan; The cumulative operating income of the lithium salt segment in 2023 is not less than RMB 9 billion and that of the lithium salt related segment in 2024. Xiaocai note: as of September 30, 2021, the revenue of Jinzhou Jixiang Molybdenum Co.Ltd(603399) the first three quarters was 2.96 billion yuan.
[ Shenzhen Jpt Opto-Electronics Co.Ltd(688025) : the company is selected as the supplier of Contemporary Amperex Technology Co.Limited(300750) ]
Shenzhen Jpt Opto-Electronics Co.Ltd(688025) announced that the company was selected as the supplier of Contemporary Amperex Technology Co.Limited(300750) to provide Contemporary Amperex Technology Co.Limited(300750) with MOPA pulsed fiber laser, which is applied to the pole cutting process of power battery cell manufacturing.
[ Do-Fluoride New Materials Co.Ltd(002407) : net profit in 2021 increased by 2490.8% on a year-on-year basis, and it is proposed to allocate 3 yuan for 10]
Do-Fluoride New Materials Co.Ltd(002407) released the annual report for 2021. During the reporting period, the net profit attributable to the parent company was 1.26 billion yuan, with a year-on-year increase of 2490.8%. It is proposed to allocate 3 yuan for 10.
[14 day 11 board China Meheco Group Co.Ltd(600056) : cooperation with Pfizer has no significant impact on the company’s recent operating performance]
China Meheco Group Co.Ltd(600056) again issued a risk warning announcement: the company signed an agreement with Pfizer Inc in March 9, 2022, and the company will be responsible for the commercial operation of Pfizer Inc COVID-19 virus treatment PAXLOVID in Chinese mainland market during the agreement period (2022).
The product has not yet entered the national medical 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 greatly uncertain due to factors such as epidemic prevention and control, and 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.
[ Hangzhou Alltest Biotech Co.Ltd(688606) : New Coronavirus antigen test kit obtained China Medical Device Registration Certificate]
Hangzhou Alltest Biotech Co.Ltd(688606) announcement, the company’s independent research and development of New Coronavirus antigen detection kit (latex method) obtained China medical device registration certificate.
[five link board Guangzhou Lingnan Group Holdings Company Limited(000524) : net loss of 128 million yuan in 2021, year-on-year loss reduction]
Guangzhou Lingnan Group Holdings Company Limited(000524) disclosed in the annual report, the company achieved an operating revenue of 1.526 billion yuan in 2021, a year-on-year decrease of 18.71%; The loss was 128 million yuan, with a loss of 240 million yuan in the same period last year; The basic earnings per share is -0.19 yuan. The operating revenue and net profit of the company’s three self owned hotels in the reporting period increased significantly compared with the same period. The main reason is that the three self owned hotels adopted the operation strategy suitable for the normalization of epidemic prevention and control, and the business recovery process was accelerated.
[ Zhejiang Kanglongda Special Protection Technology Co.Ltd(603665) : proposed acquisition of 17.67% equity of Tiancheng lithium]
Zhejiang Kanglongda Special Protection Technology Co.Ltd(603665) announced that the company plans to acquire 17.67% equity of Tiancheng lithium industry held by Tiancheng management and Yiyuan lithium, and the parties have reached a preliminary intention agreement on equity transfer. There is no clear trading plan for this transaction, the transaction price has not been determined, and the best reconciliation and evaluation has not been completed. There is great uncertainty in the follow-up promotion.
[ Sundiro Holding Co.Ltd(000571) : the company receives the decision to block exit]
Sundiro Holding Co.Ltd(000571) announcement: the company has received the decision of preventing exit from Haikou Guilin Yang Economic Development Zone Taxation Bureau of the State Administration of taxation. In view of the company’s failure to settle the tax payable and overdue fine in accordance with the regulations and failure to provide tax guarantee, it decided and notified the entry-exit administration authority to prevent Han Dongfeng, the legal representative and chairman of the company, from leaving the country.
[ Qinghai Jinrui Mineral Development Co.Ltd(600714) : net profit of RMB 77.36 million in 2021, with a year-on-year increase of 206083%]
Qinghai Jinrui Mineral Development Co.Ltd(600714) released the annual report, and the net profit in 2021 was 77.36 million yuan, a year-on-year increase of 206083%. Xiaocai note: Qinghai Jinrui Mineral Development Co.Ltd(600714) previously announced that the net profit in 2021 is expected to be about 74 million yuan, with a year-on-year increase of about 196704%. The actual value announced this time is higher than the predicted value. Q3 net profit was 30.37 million yuan. Based on this calculation, Q4 net profit was 26.11 million yuan, down 14% month on month.
Investment & signing
[ Vt Industrial Technology Co.Ltd(300707) : it is proposed to invest 700 million yuan in the production capacity project of core punching and welding parts of new energy vehicles]
Vt Industrial Technology Co.Ltd(300707) announced that it plans to invest in the construction of new energy vehicle core punching and welding parts production capacity project in Qingcun Town, Fengxian District, Shanghai, and the total investment of the project is expected to be no more than 700 million yuan; It is proposed to invest in the construction of new energy vehicle welding parts production capacity project in Shanghai Lingang Holdings Co.Ltd(600848) new area, with a total investment of no more than 20 million yuan.
[ China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) : proposed to invest 14.7 million yuan to establish a joint venture to build rare earth permanent magnet high efficiency motor project]
China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) announced that the company plans to invest 14.7 million yuan with its own funds to jointly establish Baotou North zhonggat Electric Co., Ltd. with Qingdao zhonggat, and take the new company as the main body to build a rare earth permanent magnet high-efficiency motor project. The registered capital of the new company is 30 million yuan, and the company holds 49% equity of the new company.
equity change
[ Star Lake Bioscience Co.Inc.Zhaoqing Guangdong(600866) : intends to purchase 99.22% equity of Yipin biology and resume trading]
Star Lake Bioscience Co.Inc.Zhaoqing Guangdong(600866) announced that the company plans to purchase 99.22% equity of Yipin biology by issuing shares and paying cash. At the same time, it plans to raise matching funds of no more than 1.5 billion yuan by non-public offering of shares to no more than 35 qualified specific investors. The trading of the company’s shares will resume from the opening of the market on March 22. After the completion of this transaction, Yipin biology will become the holding subsidiary of the listed company. The company will further enrich the types of food additives and feed additives and further enhance the business scale.
[ Sichuan Guoguang Agrochemical Co.Ltd(002749) : proposed to acquire 51% equity of Hebi Quanfeng for 270 million]
Sichuan Guoguang Agrochemical Co.Ltd(002749) announced that it plans to increase its capital in Hebi Quanfeng with its own capital of 106 million yuan and obtain its equity of 19 million yuan (accounting for 20% of the registered capital of Hebi Quanfeng after this capital increase); At the same time, according to the registered capital of Hebi Quanfeng after the capital increase, the 31% equity of Hebi Quanfeng held by Wang Zhiguo and others was transferred with RMB 164 million. After the completion of this transaction, Sichuan Guoguang Agrochemical Co.Ltd(002749) holds 51% equity of Hebi Quanfeng; Hebi Quanfeng mainly produces and sells plant growth regulator technical drugs, and its main business covers plant growth regulators, fungicides, etc.
[ Shenzhen Magic Design & Decoration Engineering Co.Ltd(002856) : Vice Chairman Li Suhua plans to transfer 4.99% of the company’s shares to Gaofeng]
Shenzhen Magic Design & Decoration Engineering Co.Ltd(002856) announced that Li Suhua, vice chairman of the company, plans to transfer 6.75 million shares of the company (accounting for 4.99% of the total share capital of the company) to Gaofeng, with a total transfer price of 52.515 million yuan. After this equity change, Li Suhua still holds 22.41% of the shares of the company and is the second largest shareholder of the company.
increase / decrease & repurchase
[ Guangdong Pak Corporation Co.Ltd(300625) : the total reduction of shares proposed by the three shareholders shall not exceed 11.3%]
Guangdong Pak Corporation Co.Ltd(300625) announced that shareholders Zhang Xianqing, Lin Yan and Chen Songhui planned to reduce their holdings by no more than 11.3% of the total share capital of the company.
[ Hichain Logistics Co.Ltd(300873) : Nuojin intends to reduce its shares by no more than 6%]
Hichain Logistics Co.Ltd(300873) announced that as of March 18, the period of the shareholder’s shareholding reduction plan of Nuojin has expired, with a cumulative reduction of 3.57% of the company’s shares. Nuo kintong plans to continue to reduce its holdings of no more than 8 million shares in total by means of centralized bidding and block trading, that is, no more than 6% of the total share capital of the company.
[ Shanghai Emperor Of Cleaning Hi-Tech Co.Ltd(603200) : controlling shareholders and persons acting in concert intend to reduce their shares by no more than 6%]
Shanghai Emperor Of Cleaning Hi-Tech Co.Ltd(603200) announced that the shareholders Wang Wei, Shanghai Chengxu equity investment management partnership (limited partnership) and Shanghai Huixu equity investment management partnership (limited partnership) plan to reduce their holdings of no more than 7.508 million tradable shares of the company without conditions for sale, accounting for 6% of the total share capital of the company.
[ Skyworth Digital Co.Ltd(000810) : proposed share repurchase of RMB 100 million to RMB 200 million]
Skyworth Digital Co.Ltd(000810) announced that the company plans to buy back some social public shares by bidding for equity incentive or employee stock ownership plan. The total capital of this repurchase shall not be less than 100 million yuan and not more than 200 million yuan, and the repurchase price shall not exceed 16 yuan / share.
[ Anhui Jinhe Industrial Co.Ltd(002597) : proposed share repurchase of RMB 75 million-150 million]
Anhui Jinhe Industrial Co.Ltd(002597) announced that it plans to repurchase shares with 75 million yuan to 150 million yuan, and the repurchase price shall not exceed 55 yuan / share.
Business performance
[ Miracle Automation Engineering Co.Ltd(002009) : net profit in the first quarter is expected to increase by 111% – 136% year-on-year]
Miracle Automation Engineering Co.Ltd(002009) announced that the company expects to make a profit of 85-95 million yuan in the first quarter of 2022, with a year-on-year increase of 110.98% – 135.81%. The overall prosperity of the lithium battery industry chain continued to improve, and the demand of downstream customers for lithium battery materials products increased strongly, driving the strong market demand of the company’s lithium battery cycle products.
[ Namchow Food Group(Shanghai) Co.Ltd(605339) : net profit in February decreased by 43.59% year on year]
Namchow Food Group(Shanghai) Co.Ltd(605339) announced that the net profit attributable to the parent company in February 2022 was 6.6489 million yuan, a year-on-year decrease of 43.59%. It is mainly due to the large rise in the cost of raw materials and the repeated impact of the epidemic.
[ Huafon Chemical Co.Ltd(002064) performance express: net profit of 7.965 billion yuan in 2021, with a year-on-year increase of 249.46%]
Huafon Chemical Co.Ltd(002064) released the performance express. In 2021, the operating revenue was 28.371 billion yuan, a year-on-year increase of 92.69%; The net profit attributable to the parent company was 7.965 billion yuan, a year-on-year increase of 249.46%; The basic earnings per share is 1.72 yuan. During the reporting period, due to the boost of the upstream and downstream market demand of the company’s main products, the volume and price of the company’s main products increased simultaneously, and the operating revenue and profit increased significantly.
[ China Tungsten And Hightech Materials Co.Ltd(000657) performance express: net profit in 2021 increased by 138.91% year on year]
China Tungsten And Hightech Materials Co.Ltd(000657) released the performance express. In 2021, the company achieved an operating revenue of 12.094 billion yuan, a year-on-year increase of 21.92%; The net profit attributable to the parent company was 528 million yuan, a year-on-year increase of 138.91%.
contract & project winning
[ Beijing Sanlian Hope Shin-Gosentechnical Service Co.Ltd(300384) : 260 million yuan contract signed by holding subsidiary]
Beijing Sanlian Hope Shin-Gosentechnical Service Co.Ltd(300384) announced that the holding subsidiary polymetrix recently signed a food grade polyester (PET) bottle chip SSP project contract with Jiangsu Xingye plasticization Co., Ltd., Chongqing wankai New Material Technology Co., Ltd. and Fujian Baihong polyfiber Technology Industry Co., Ltd., with a cumulative amount of about 260 million yuan, accounting for 30% of the company’s audited operating revenue in 2020.
[ Bomin Electronics Co.Ltd(603936) : the wholly-owned subsidiary receives the notice of designated development of Xiaopeng automobile]
Bomin Electronics Co.Ltd(603936) announced that Shenzhen Bomin, a wholly-owned subsidiary, has become a supplier of parts and components related to F30 and E38 models of Xiaopeng automobile. The life cycle of the project is expected to be 5 years and the transaction amount of the project is expected to be 250300 million yuan.
[Huaqin Technology: recently signed a 200 million yuan batch production project sales contract with A1 unit]
Huaqin technology announced that it recently signed a batch production project sales contract with A1 unit, with a total contract amount of 200 million yuan. The subject of the contract is the company’s batch production of stealth materials.
financing & fixed increase
[ Hubei Xingfa Chemicals Group Co.Ltd(600141) : no more than 2.8 billion yuan to be raised by issuing convertible bonds]
Hubei Xingfa Chemicals Group Co.Ltd(600141) announced that it is planned to issue convertible bonds with a fund-raising of no more than 2.8 billion yuan for the new 200000 t / a iron phosphate and supporting 100000 t / a wet process phosphoric acid refining technology transformation project, the new 80000 T / a functional silicone rubber project and the repayment of bank loans.
[ Everbright Jiabao Co.Ltd(600622) : no more than 880 million yuan of corporate bonds to be issued]
Everbright Jiabao Co.Ltd(600622) announced that it plans to issue corporate bonds of no more than RMB 880 million, all of which will be used to repay stock corporate bonds, repay interest bearing debts, supplement working capital and other purposes in line with national laws and regulations.
share price change
[two connected boards Shanghai Shyndec Pharmaceutical Co.Ltd(600420) : new product R & D and production of covid-19 therapeutic drugs are not involved yet]
Shanghai Shyndec Pharmaceutical Co.Ltd(600420) issued a change announcement. At present, the company’s production and operation business does not involve the R & D and production of new products of covid-19 virus therapeutic drugs, except for the approved drugs. Recently, the epidemic situation has been sporadic in many places. Affected by the epidemic control in relevant regions, the company and some subsidiaries are located in Shanghai, Shenzhen, Changchun and Langfang, where the epidemic prevention and control situation is more severe. Some employees and production plants have been isolated and sealed, resulting in the temporary shutdown of the Department and branch plant areas. At present, the matter has not had a significant impact on the company’s production and operation.
others
[ Industrial Bank Co.Ltd(601166) : the largest shareholder will be changed from Fujian Provincial Department of finance to Fujian financial investment]
Industrial Bank Co.Ltd(601166) announced that the Fujian Provincial People’s Government approved the transfer of 3.512 billion ordinary shares of the company (accounting for 16.91% of the total share capital of the company) held by the Fujian Provincial Department of finance to Fujian financial investment free of charge according to procedures. This equity change will lead to the change of the company’s largest shareholder from Fujian Provincial Department of finance to Fujian financial investment. Fujian Financial Investment Co., Ltd. is a 100% holding subsidiary of Fujian Provincial Department of finance. They act in concert with each other in matters involving the company’s rights and interests. The total number and proportion of shares held by them remain unchanged before and after the completion of equity transfer.
[ Anyuan Coal Industry Group Co.Ltd(600397) : Shanxi coal mine will resume production from 16:00 on March 18, 2022]
Anyuan Coal Industry Group Co.Ltd(600397) announced that Shanxi coal mine will resume production from 16:00 on March 18, 2022; The shutdown of the accident affects the output of commercial coal in Shanxi coal mine, which is expected to be 15000 tons, with an estimated loss of about 6.5 million yuan.
[ Shandong Sinobioway Biomedicine Co.Ltd(002581) attention letter: there will be a risk of delisting the stock]
Shandong Sinobioway Biomedicine Co.Ltd(002581) received a letter of concern. The Shenzhen Stock Exchange said that recently, it has received many complaints from investors, reflecting that the company’s external consultation telephone has not been answered. In addition, we are concerned that at present, the company has not hired the 2021 annual audit accountant. If the audited annual report is not disclosed within the statutory time limit, there will be a risk of delisting the company’s shares.
