today’s highlights
▼ focus I:
Zhejiang Huayou Cobalt Co.Ltd(603799) reached a strategic cooperation intention with Volkswagen (China) and Qingshan holdings
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 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. The company and Volkswagen (China) plan to establish one or more joint ventures in Guangxi and other places to invest in the construction of new energy lithium battery cathode material integration projects, engaged in nickel cobalt sulfate refining, ternary precursors and ternary cathode materials. The two sides will strengthen the technological innovation and coordination of the whole industrial chain such as precursors and cathode materials, and jointly build an internationally competitive integrated manufacturing platform for new energy lithium battery materials.
▼ focus II:
Tongwei Co.Ltd(600438) won the order of Longi Green Energy Technology Co.Ltd(601012) 44.2 billion yuan polysilicon material
In order to ensure the stable supply of polysilicon materials of the company, on March 21, 2022, Longi Green Energy Technology Co.Ltd(601012) 8 subsidiaries and Tongwei Co.Ltd(600438) 4 subsidiaries signed a long single purchase agreement for polysilicon materials. According to the agreement, the transaction volume of polysilicon materials between the two sides was 203600 tons from January 2022 to December 2023. It is estimated that the total contract amount is about 44.2 billion yuan (excluding tax), accounting for 107.42% of the audited operating cost of the company in 2020.
▼ focus III:
China Eastern Airlines Corporation Limited(600115) : the emergency mechanism has been started and a working group has been sent to the site
On March 21, 2022, a Boeing 737 passenger plane of China Eastern Airlines Yunnan Co., Ltd., a subsidiary of the company, lost contact over Wuzhou, Guangxi while carrying out the mission of Kunming Guangzhou flight. At present, the plane crash has been confirmed. There are 132 people on board, including 123 passengers and 9 crew members. After the plane crash, the company attached great importance to it, immediately started the emergency mechanism, sent a working group to the scene, and opened a special emergency assistance line for family members 4008495530 The cause of the plane crash is still under investigation, and the company will actively cooperate with relevant investigations.
▼ focus IV:
Skyworth Digital Co.Ltd(000810) and other shares to be repurchased
Skyworth Digital Co.Ltd(000810) : the company plans to buy back some public shares through centralized bidding with its own funds through the secondary market, which will be used 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) : the company plans to buy back the company’s shares with its own funds for the later implementation of employee stock ownership plan or equity incentive. The total amount of funds to be used for repurchase this time shall not be less than 75 million yuan and not more than 150 million yuan, and the price of repurchased shares shall not exceed 55.00 yuan / share.
Huafu Fashion Co.Ltd(002042) : the company plans to use its own funds to repurchase the issued RMB common shares (A shares) in the form of centralized bidding transaction, which will be used for the company’s subsequent employee stock ownership plan or equity incentive. The total amount of this repurchase is not less than 50 million yuan, not more than 100 million yuan, and the repurchase price is not more than 6.50 yuan / share.
Ways Electron Co.Ltd(605218) : the company plans to buy back shares with a repurchase amount of no less than 15 million yuan and no more than 30 million yuan; The repurchase price shall not exceed 20 yuan / share. The shares repurchased this time will be used for equity incentive or employee stock ownership planP align = “center” performance selection
Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) : disclose the performance forecast of the first quarter. The company expects to realize the net profit attributable to the shareholders of the listed company from RMB 1150 million to RMB 1250 million in the first quarter of 2022, with a year-on-year increase of 313% to 349%. The net profit deducting non recurring profits and losses attributable to the shareholders of the listed company is also within the above range. During the reporting period, the company’s main products, including glyphosate, organosilicon and industrial silicon, continued to be prosperous since 2021 due to the influence of supply and demand, and the product prices continued to operate at a high level.
The company issued an annual report on the same day. In 2021, the company achieved a revenue of 1897666358113 yuan, a year-on-year increase of 51.45%; The net profit attributable to the shareholders of the listed company was 265448545106 yuan, a year-on-year increase of 354.56%. The company plans to distribute a cash dividend of 5 yuan (including tax) for every 10 shares and increase 4 shares for every 10 shares with capital reserve.
Miracle Automation Engineering Co.Ltd(002009) : disclose the performance forecast of the first quarter. The company expects a profit of 85-95 million yuan in the first quarter of 2022, an increase of 110.98% – 135.81% over the same period last year. Benefiting from the rapid development of new energy vehicles and energy storage market, the overall prosperity of lithium battery industry chain continues to improve, and the demand of downstream customers for lithium battery materials products increases strongly, driving the strong market demand of the company’s lithium battery cycle products.
Do-Fluoride New Materials Co.Ltd(002407) : disclosure of annual report. In 2021, the company realized an operating revenue of 779854113921 yuan, with a year-on-year increase of 85.29%; The net profit attributable to the shareholders of the listed company was 125970682521 yuan, a year-on-year increase of 249080%; The basic earnings per share is 1.73 yuan / share. The company’s profit distribution plan for 2021 is to distribute a cash dividend of RMB 3.00 (including tax) to all shareholders for every 10 shares based on 763031579.
Qinghai Jinrui Mineral Development Co.Ltd(600714) : the annual report was released. In 2021, the operating revenue was 361353900 yuan, an increase of 121.67% year-on-year; The net profit attributable to the owners of the parent company was 773603 million yuan, a year-on-year increase of 206083%. The basic earnings per share is 0.268 yuan.
Earth-Panda Advanced Magnetic Material Co.Ltd(688077) : according to the annual report, the company achieved an operating revenue of 1.655 billion yuan in 2021, with a year-on-year increase of 111.54%; The net profit attributable to the shareholders of the listed company was 152 million yuan, a year-on-year increase of 191.07%; The basic earnings per share is 1.90 yuan. The company plans to distribute a cash dividend of 6.60 yuan (including tax) for every 10 shares.
Yapp Automotive Systems Co.Ltd(603013) : issue annual report. In 2021, the operating income was 80574837 million yuan, a decrease of 9.05% compared with the previous period, and the net profit attributable to the shareholders of the listed company was 4984798 million yuan, a decrease of 1.52% compared with the previous period.
The company plans to distribute a cash dividend of 7 yuan (including tax) for every 10 shares.
Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) : issue annual report. In 2021, the company achieved a total operating income of 667090 million yuan, an increase of 6.68% over the same period of last year; The net profit attributable to the shareholders of the parent company was 851464 million yuan, a decrease of 26.35% over the same period of last year. The company plans to distribute a cash dividend of 2.5 yuan (including tax) for every 10 shares, convert the capital reserve into share capital, and increase 4 shares for every 10 shares.
Huafon Chemical Co.Ltd(002064) : disclosure of performance express. In 2021, the company achieved a total operating revenue of 2837148020881 yuan, a year-on-year increase of 92.69%; The net profit attributable to the shareholders of the listed company was 796454 Wenfeng Great World Chain Development Corporation(601010) yuan, a year-on-year increase of 249.46%; The basic earnings per share is 1.72 yuan.
China Tungsten And Hightech Materials Co.Ltd(000657) : disclosure of performance express. In 2021, the company achieved a total operating revenue of 12.094 billion yuan, a year-on-year increase of 21.92%; The net profit attributable to the shareholders of the listed company was 528 million yuan, a year-on-year increase of 138.91%; The basic earnings per share is 0.48 yuan.
fixed increase & Restructuring
Star Lake Bioscience Co.Inc.Zhaoqing Guangdong(600866) : the company plans to purchase 99.22% equity of Yipin biology by issuing shares and paying cash. The issuing price is 4.97 yuan / share. Meanwhile, the company plans to issue shares to raise supporting funds, which is expected to not exceed 1.5 billion yuan. The target company is mainly engaged in the corn deep processing industry, and its main products are animal nutritional amino acids, food additives, freshening condiments and compound fertilizers. After the completion of this transaction, the types of food additives and feed additives products of listed companies will be further enriched, the business scale will be further improved, and both parties can extend their original industrial chain. It is expected that this transaction will constitute a major asset restructuring, and the trading of the company’s shares will resume from the opening of the market on March 22.
Sanan Optoelectronics Co.Ltd(600703) : on March 21, 2022, the development and Examination Commission of the CSRC examined the company’s application for non-public offering of shares. According to the audit results, the company’s application for this non-public offering of shares was approved.
important matters
Shenzhen Jpt Opto-Electronics Co.Ltd(688025) : the company has recently received a notice from Contemporary Amperex Technology Co.Limited(300750) . The company has been selected as the supplier of Contemporary Amperex Technology Co.Limited(300750) to provide Contemporary Amperex Technology Co.Limited(300750) with MOPA pulse fiber laser, which is applied to the pole cutting process of power battery cell manufacturing.
Bomin Electronics Co.Ltd(603936) : Shenzhen Bomin, a wholly-owned subsidiary of the company, recently received the fixed-point development notice from Xiaopeng automobile. Shenzhen Bomin has become a supplier of relevant parts and components of Xiaopeng automobile F30 and E38. The project life cycle is expected to be 5 years and the project transaction amount is expected to be 250300 million yuan.
Guizhou Sanli Pharmaceutical Co.Ltd(603439) : the company’s De Changxiang’s “Xiang Xiang Zheng Qi capsule”, “Gong Gong Niuhuang Pill” and “Su He Xiang Wan”, which are involved in the bankruptcy reorganization of the company, are included in the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth).
Hangzhou Alltest Biotech Co.Ltd(688606) : the New Coronavirus (2019-nCoV) antigen detection kit (latex 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 18, 2022.
Zhejiang Chint Electrics Co.Ltd(601877) : Zhejiang Zhengtai aneng Power System Engineering Co., Ltd., a holding subsidiary, signed a cooperation framework agreement with relevant government departments in many places to jointly promote the development of residential roof distributed photovoltaic power station project, involving a total contracted installed capacity of about 1623mw The signing of this cooperation framework agreement will help accelerate the realization of the “common prosperity” strategy, meet the national “double carbon” goal and comprehensively promote “Rural Revitalization”. It is a beneficial attempt for the company to practice the “Sunshine Action for thousands of villages and thousands of villages” of the National Energy Administration and the pilot work of roof distributed photovoltaic development in the whole county, and will further give play to the advantages of the company’s household roof distributed business.
Changzhou Tenglong Auto Parts Co.Ltd(603158) : in 2021, the company undertook new project orders of about 9.756 billion yuan, including fuel vehicle and new energy vehicle thermal management pipeline assembly, EGR, automotive electronics, rubber and plastic and other product projects, of which the new order amount of new energy vehicle related products is about 3.393 billion yuan; From January to February 2022, the company undertook orders for new projects of about 654 million yuan, of which the amount of new orders for new energy vehicle products was about 422 million yuan. According to the development cycle of relevant products and the production scheduling demand of the main engine plant, the project starts to contribute revenue and profits after 6-24 months, and the life cycle is usually 3-5 years.
Shan Dong Lubei Chemcal Co.Ltd(600727) : according to the requirements of the epidemic prevention and control headquarters of the government, the personnel and vehicles in the city are controlled and controlled. In addition, affected by the epidemic prevention and control measures in Cangzhou and other surrounding areas, the supply of raw and auxiliary materials and product sales of the company are affected. The original 100000 ton sulfuric acid titanium dioxide production line of Jinhai titanium industry, a wholly-owned subsidiary of the company (the newly put into operation 100000 ton sulfuric acid titanium dioxide production line of Jinhai titanium industry is in normal operation) The ammonium phosphate production unit of the subordinate sulfur and phosphorus technology company has been temporarily shut down for maintenance since March 21, and the specific resumption date is to be determined. At present, except for the temporary shutdown and maintenance of the above production units, the production and operation of the company and its subsidiaries (branches) are normal.
Leshan Giantstar Farming&Husbandry Corporation Limited(603477) : on March 21, 2022, the development and Examination Commission of the CSRC examined the company’s application for public issuance of convertible bonds. According to the audit results, the company’s application for public issuance of convertible bonds was approved.
Hubei Xingfa Chemicals Group Co.Ltd(600141) : the company plans to issue convertible bonds to raise no more than 2.8 billion yuan. After deducting the issuance expenses, it will be used 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.
The company issued an annual report on the same day. In 2021, the company achieved a sales revenue of 23.607 billion yuan, a year-on-year increase of 28.88%; The net profit attributable to the shareholders of the listed company was 4.247 billion yuan, a year-on-year increase of 583.58%. The basic earnings per share is 3.85 yuan. The company plans to distribute a cash dividend of 5 yuan (including tax) for every 10 shares.
Everbright Jiabao Co.Ltd(600622) : the company plans to issue corporate bonds of no more than RMB 880 million to professional investors. After deducting the issuance expenses, all the funds raised by the bonds will be used to repay the stock corporate bonds, repay interest bearing debts, supplement working capital and other uses in line with national laws and regulations.
China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) : the company plans to establish a new company with 14.7 million yuan and Qingdao zhonggat. The registered capital of the new company is 30 million yuan. The company holds 49% equity of the new company and Qingdao zhonggat holds 51% of the new company. The new company will adopt asset light operation mode, mainly engage in permanent magnet frequency conversion and speed regulation integrated machine, and build rare earth permanent magnet high-efficiency motor project. In the rare earth medical industry base built by the company, the project realizes the processes of motor assembly, whole machine assembly, testing and whole machine spraying through the newly purchased equipment, so as to form an annual output of 90 sets of permanent magnet intelligent and efficient motors and supporting services.
Huaqin Technology: 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.
Vt Industrial Technology Co.Ltd(300707) : the company plans to invest in the construction of new energy vehicle core punching and welding parts production capacity project in Qingcun Town, Fengxian District, Shanghai.
This investment plans to set up a wholly-owned subsidiary “Shanghai Vt Industrial Technology Co.Ltd(300707) (Fengxian) Co., Ltd.” as the implementation subject through the company’s investment, and the total investment of the project is expected to be no more than 700 million yuan. In addition, the company plans to invest in the construction of new energy automobile welding parts production capacity project in Shanghai Lingang Holdings Co.Ltd(600848) new area. This investment is planned to be invested and constructed through the establishment of a wholly-owned subsidiary “Shanghai Vt Industrial Technology Co.Ltd(300707) (port) Co., Ltd.” funded by the company, and the total investment of the project is expected to be no more than 20 million yuan.
Hunan Friendship&Apollo Commercial Co.Ltd(002277) : youa holdings, the holding stock of the company, plans to introduce new strategic investors. As of the announcement date, the introduction of strategic investors by youa holdings is in the planning stage, and the start-up time has not been determined, but it has no impact on Hunan Friendship&Apollo Commercial Co.Ltd(002277) operation.
Zhejiang Zhongxin Fluoride Materials Co.Ltd(002915) : disclosed the abnormal fluctuation of stock trading. The announcement said that recently, the company noticed that there were rumors on the Internet that the company cooperated with yanyeyi pharmaceutical to develop oral drugs for covid-19 virus. The company clarifies: regarding the related products of fluorobenzene intermediate 2,4,5-trifluoro-benzyl bromide, 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 pilot 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 2,4,5-trifluoro-benzyl bromide 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 2,4,5-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 little impact on the company’s performance in 2022.
Netac Technology Co.Ltd(300042) : Shiyan plant, which was temporarily shut down due to the epidemic, began to resume production in an orderly manner on March 21.
Jiangxi Special Electric Motor Co.Ltd(002176) : Hangzhou MIG, a wholly-owned subsidiary of the company, resumed work and production in an orderly manner from March 18, 2022, and implemented comprehensive prevention and control measures to ensure the health of employees and the normal operation of the company. The epidemic has no significant adverse impact on the company’s production and operation, and has little impact on the company’s overall performance in 2022.
increase / decrease
Jiangsu Fengshan Group Co.Ltd(603810) : Jiangsu high tech investment innovation plan, a shareholder holding 3.028%, reduces the company’s shares by means of centralized bidding within six months after fulfilling the obligation of pre disclosure of shares within 15 trading days.
Trina Solar Co.Ltd(688599) : xingyin capital and Xingjing investment plan will reduce their holdings through block trading within six months after three trading days from the date of announcing the reduction plan. Among them, xingyin capital reduced its total shares of no more than 1.42% of the company’s current total share capital through block trading. Xingjing investment reduced its total shares of no more than 1.91% of the company’s current total share capital through block trading.
Shanghai Emperor Of Cleaning Hi-Tech Co.Ltd(603200) : Wang Wei, the controlling shareholder, chairman and general manager, and his concerted actors, 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 7508062 shares of the company’s tradable shares with unlimited sales conditions through centralized bidding and / or block trading from March 25 to October 10, 2022, accounting for 6% of the company’s total share capital.
Zhuzhou Huarui Precision Cutting Tools.Co.Ltd(688059) : Ningbo Huihe, the shareholder of the company, plans to reduce its holdings by means of centralized bidding and block trading. It is expected that the total number of shares reduced will not exceed 1010998 shares, or 2.2973% of the total number of shares of the company.
Hainan Jinpan Smart Technology Co.Ltd(688676) : the shareholder forebright smart plans to reduce some of its shares in the company through centralized bidding and block trading, with a total number of no more than 12771000 shares, accounting for no more than 3% of the total share capital of the company.
Guangdong Pak Corporation Co.Ltd(300625) : Zhang Xianqing, Lin Yan and Chen Songhui, who hold more than 5% of the company’s shares, plan to reduce their total holdings of no more than 11.3% of the company’s shares through centralized bidding or block trading within 6 months after 15 trading days from the announcement date.
Ginlong Technologies Co.Ltd(300763) : Wang Junshi and Lin Yibei, the actual controllers of the company, plan to reduce their holdings of no more than 14773700 shares of the company through centralized bidding and block trading (accounting for 5.97% of the total share capital of the company).
summary of suspension and resumption
resumption company:
\u3000\u3 Jointo Energy Investment Co.Ltd.Hebei(000600) 866 Star Lake Bioscience Co.Inc.Zhaoqing Guangdong(600866) )。
Suspended company:
Not yet.
