Tongwei Co.Ltd(600438) and others plan to invest to increase the photovoltaic industry chain Zhejiang Supor Co.Ltd(002032) : it is proposed to repurchase 1% – 2% of the company’s shares Anhui Xinli Finance Co.Ltd(600318) terminate the purchase of shares of BIC power and resume trading from April 1 Fujian Start Group Co.Ltd(600734) share price changes will be suspended for verification from April 1 Nations Technologies Inc(300077) 2021 annual net profit increased by more than 18 times year-on-year
today’s highlights
▼ focus I:
Tongwei Co.Ltd(600438) and others plan to spend money to increase the photovoltaic industry chain
Tongwei Co.Ltd(600438) : Tongwei Cecep Solar Energy Co.Ltd(000591) of the company plans to sign the investment agreement with Meishan Management Committee of Sichuan Tianfu new area to invest in the construction of 32gw high-efficiency crystalline silicon battery project in Qinglong Street of Meishan Tianfu new area. The project will be implemented in two phases, with a total investment of 12 billion yuan. Among them, the investment of phase I 16GW battery project is about 6 billion yuan, and strive to be put into operation before the end of December 2023. Phase II 16GW battery project will be started at an appropriate time according to the agreement.
Flat Glass Group Co.Ltd(601865) : Anhui Flat Glass Group Co.Ltd(601865) , a wholly-owned subsidiary of the company, plans to invest about 3.8 billion yuan to build four photovoltaic module glass projects with a daily melting capacity of 1200 tons in Fengning modern industrial park. This investment is to provide capacity guarantee for the company to meet the market demand for large-scale photovoltaic modules and the market penetration of double glass modules.
China-Singapore Suzhou Industrial Park Development Group Co.Ltd(601512) : the holding subsidiaries Zhongxin public utilities and Zhongxin Zhidi plan to set up Zhongxin green development, lay out the new energy field, provide energy-saving innovation services through the development, investment, construction, acquisition, operation and management of distributed photovoltaic power generation and other energy projects, and jointly build a low-carbon and zero carbon demonstration park. The registered capital of Zhongxin lvfa is 1.25 billion yuan.
▼ focus II:
China Railway Group Limited(601390) and other controlling shareholders intend to increase their holdings
China Railway Group Limited(601390) : the controlling shareholder China Railway Engineering Group Co., Ltd. plans to increase its A-share holdings through the centralized bidding trading system within six months from March 31, 2022, with a cumulative increase of no less than 150 million yuan and no more than 300 million yuan.
Guangzhou Kdt Machinery Co.Ltd(002833) : Li Maohong, the controlling shareholder of the company, plans to increase the shares of the company within six months from the date of announcement. The total amount of increase shall not be less than 30 million yuan and not more than 50 million yuan, and the price of increase shall not exceed 40 yuan / share.
Nanfang Zhongjin Environment Co.Ltd(300145) : Wuxi Municipal Public Utility Industry Group Co., Ltd., the controlling shareholder of the company, plans to increase its holdings of no less than 1000000 shares and no more than 2000000 shares at a price of no more than 3.5 yuan / share through centralized bidding in the Shenzhen stock exchange system within one month from March 31, 2022.
▼ focus III:
Zhejiang Supor Co.Ltd(002032) : it is proposed to repurchase 1% – 2% of the company’s shares
The company plans to buy back some public shares for cancellation, reduction of registered capital and implementation of equity incentive. It is expected that the repurchased shares will not be less than 1% and not more than 2% of the total share capital of the company, and the maximum price of repurchased shares will not exceed 57.96 yuan / share.
The company also disclosed the annual report. In 2021, the company realized an operating revenue of 2158533140747 yuan, a year-on-year increase of 16.07%; The net profit attributable to the shareholders of the listed company was 194394360894 yuan, a year-on-year increase of 5.29%; The basic earnings per share is 2.400 yuan / share. The company’s profit distribution plan for 2021 is: Based on 808678476 shares, the company will distribute cash dividends of 19.30 yuan (including tax) to all shareholders for every 10 shares.
performance selection
Shandong Weifang Rainbow Chemical Co.Ltd(301035) : disclose the performance forecast of the first quarter. The company expects to make a profit of 350 million yuan to 45 million yuan in the first quarter of 2022, an increase of 264% – 368% over the same period of last year. The high operation of bulk Shenzhen Agricultural Products Group Co.Ltd(000061) prices in the first quarter will lead growers to expand the planting area and increase the input of agricultural inputs. The overall demand for global crop protection products is booming. The sales volume and sales revenue of main products in major markets increased significantly during the reporting period.
Shanghai Fudan Microelectronics Group Co.Ltd(688385) : disclose the performance forecast of the first quarter. The company expects to realize a net profit attributable to the owners of the parent company of about 195 million yuan to 250 million yuan, with a year-on-year increase of 125.72% to 189.38%. The boom of China’s semiconductor industry continued to the reporting period, with strong demand for downstream applications. The company continued to strengthen capacity guarantee, and the revenue of each product line increased to varying degrees.
Guangdong Hybribio Biotech Co.Ltd(300639) : disclose the performance forecast of the first quarter. The company expects a profit of 360420 million yuan in the first quarter of 2022, an increase of 109.38% – 144.27% over the same period last year. During the reporting period, due to the increased demand for nucleic acid testing, the sales of sampling consumables and nucleic acid extraction reagents were driven, and the company’s business achieved rapid development.
Tonghua Dongbao Pharmaceutical Co.Ltd(600867) : disclose the performance forecast of the first quarter. The company expects to realize the net profit attributable to the shareholders of the listed company in the first quarter of 2022, which will increase by 480188900 yuan compared with the same period of the previous year, with a year-on-year increase of about 142.63%. After deducting non recurring gains and losses, the company’s performance is expected to increase by 348891 million yuan, a year-on-year increase of about 10.36%.
Jiangsu Huahong Technology Co.Ltd(002645) : disclose the performance forecast of the first quarter. The company expects to make a profit of 230270 million yuan in the first quarter of 2022, an increase of 70.68% – 100.36% over the same period of last year. With the sustainable development of the new energy field, the market demand for rare earth permanent magnet products continues to increase, the production and sales of the company’s comprehensive utilization of rare earth resources are booming, and its profitability has achieved rapid growth; The company further expanded the business scale of renewable resources processing equipment and further improved its profitability.
Cosco Shipping Holdings Co.Ltd(601919) : disclose the performance forecast of the first quarter. The company expects the net profit attributable to shareholders of Listed Companies in the first quarter of 2022 to be about 27.6 billion yuan, a year-on-year increase of about 78.6%. The company’s profit before interest and tax (EBIT) is expected to be about 39.3 billion yuan during the reporting period, with a year-on-year increase of about 98%. During the reporting period, the company made every effort to ensure the stability of customers’ supply chain and the smooth Global trade through measures such as stable delivery of transportation capacity, ensuring container supply and improving service quality.
Shanghai International Port (Group) Co.Ltd(600018) : disclose the performance forecast of the first quarter. The company expects that in the first quarter of 2022, the net profit attributable to shareholders of listed companies will be about 5.18 billion yuan, with a year-on-year increase of about 75.6%. In the first quarter, the cargo throughput and container throughput of the company’s home port increased significantly, and the profit contribution of the main business of the port increased. The relevant shipping companies controlled and participated by the company are expected to have a substantial increase in profits.
Zhejiang China Commodities City Group Co.Ltd(600415) : disclose the performance forecast of the first quarter. The company expects that the net profit attributable to shareholders of Listed Companies in the first quarter of 2022 will increase by about 190 million yuan compared with the same period of last year, an increase of about 50% year-on-year. During the reporting period, the company’s main business developed steadily, and the profits of associates and joint ventures increased year-on-year, resulting in a large increase in net profit.
Property environmental energy: disclose the performance forecast of the first quarter. The company expects to realize the net profit attributable to the owners of the parent company in the first quarter of 2022 from 22 million yuan to 250 million yuan, with a year-on-year increase of 45.54% to 65.39%. During the reporting period, the company’s coal sector performed well, which was caused by the rise in the price of thermal coal compared with the same period last year.
Nations Technologies Inc(300077) : disclosure of annual report. In 2021, the company realized an operating revenue of 101760871404 yuan, a year-on-year increase of 168.00%; The net profit attributable to the shareholders of the listed company was 21897595710 yuan, a year-on-year increase of 184909%; The basic earnings per share is 0.39 yuan / share.
Guizhou Qianyuan Power Co.Ltd(002039) : disclose the annual report. In 2021, the company realized an operating revenue of 203609638152 yuan, a year-on-year decrease of 23.18%; The net profit attributable to the shareholders of the listed company was 23447911273 yuan, a year-on-year decrease of 47.15%; The basic earnings per share is 0.7678 yuan / share. The company’s profit distribution plan for 2021 is: take 305398662 as the base, distribute cash dividend of 2.00 yuan (including tax) to all shareholders for every 10 shares, and increase 4 shares for every 10 shares to all shareholders with capital reserve.
fixed increase & Restructuring
Anhui Xinli Finance Co.Ltd(600318) : previously, the company planned to acquire 756234% equity of BIC power and raise supporting funds. As the company and the main counterparty of this transaction could not reach an agreement on some core transaction terms of this major asset restructuring, the company and the main counterparty decided to terminate the planning of this major asset restructuring. The trading of the company’s shares will resume from April 1.
Wuxi Hodgen Technology Co.Ltd(300279) : the company plans to purchase 31.08% equity of Hejing intelligence held by the counterparty by issuing shares. After the completion of this transaction, Hejing intelligence will become a wholly-owned subsidiary of the company. The issuing price of the shares to purchase assets is 6.23 yuan / share. At the same time, the company plans to raise matching funds by non-public offering of shares to no more than 35 specific investors who meet the conditions stipulated by the CSRC. The transaction price of this transaction has not been finalized, and this transaction is not expected to constitute a major asset restructuring. The trading of the company’s shares will resume from the morning of April 1, 2022.
major issues
Shan Dong Kexing Bioproducts Co.Ltd(688136) : in March 30, 2022, the company signed the exclusive promotion service agreement with Taizhou Mabo tech Pharmaceutical Co., Ltd. (Mabo Tech), Chinese mainland, to grant exclusive promotion rights to Xidan’s Chinese mainland. Maike will pay the exclusive marketing fee of 3.6 billion yuan for Maimai milestone. Mabotech will pay Shan Dong Kexing Bioproducts Co.Ltd(688136) the promotion service fee according to the agreement. The subject drug is infliximab for injection (trade name: Ketamine), which was approved by the State Food and Drug Administration in July 2021. It is the first biological similar drug of infliximab to be listed in China. It is mainly used for the treatment of rheumatoid arthritis, psoriasis, ankylosing spondylitis, adult ulcerative colitis, adult and child Crohn’s disease and fistula Crohn’s disease.
China Merchants Energy Shipping Co.Ltd(601872) : the company, through its wholly-owned subsidiary, signed the ship ordering agreement with Dalian shipbuilding industry group Co., Ltd. and China Cssc Holdings Limited(600150) Industrial Trade Co., Ltd. on March 31, 2022, ordering 2 + 2 large liquefied natural gas (LNG) carriers with 175000 cubic meters. Two LNG transport ships with 175000 cubic meters have been signed, with a total price of 380 million US dollars; Two buyer’s option ships, each at US $200 million.
Fujian Start Group Co.Ltd(600734) : in view of the recent large fluctuation of the company’s share price, the company checked the fluctuation of stock trading. The trading of the company’s shares has been suspended since the opening of the market on April 1, and the trading will be resumed after the disclosure of the verification announcement.
Fujian Boss Software Corp(300525) : the company plans to buy back some public shares in the form of centralized bidding transaction for the implementation of employee stock ownership plan or equity incentive plan. The total amount of funds to be used for repurchase this time shall not be less than 50 million yuan and not more than 100 million yuan, and the repurchase price shall not exceed 27.00 yuan / share.
Qingdao Novelbeam Technology Co.Ltd(688677) : the company plans to repurchase shares, with the repurchase amount not less than 30 million yuan and not more than 60 million yuan; The repurchase price shall not exceed 90 yuan / share. All the shares repurchased this time are intended to be used for the implementation of employee stock ownership plan or equity incentive.
Guangdong Dazhi Environmental Protection Technology Incorporated Company(300530) : Suzhou Lingpai, a wholly-owned subsidiary of the company, recently received the letter of acceptance issued by Jiangsu jinpaike. Jiangsu jinpaike is a wholly-owned subsidiary of Jiangsu Jimai new energy vehicle industry Co., Ltd. Suzhou Lingpai will supply power battery module products for some models of Jiangsu jinpaike.
Zhejiang Jingu Company Limited(002488) : the company recently received a notice from Beijing Foton Daimler Automobile Co., Ltd. that the company will be the wheel assembly development supplier of a Foton Daimler Auman model project to develop the wheel assembly products of the project (“Avatar truck wheels”), and the company will complete the development work according to the requirements of the customer.
Bybon Group Company Limited(300736) : Shanghai lightning bee, a wholly-owned subsidiary of the company, signed the apple independent maintenance provider agreement with Apple Computer Trading (Shanghai) Co., Ltd. (hereinafter referred to as “apple”) on April 14, 2021. Recently, Shanghai lightning bee and apple signed a supplementary agreement to renew the apple independent maintenance provider agreement. The original term of the apple independent maintenance provider agreement expires on April 30, 2022. Through consultation, both parties agree to extend the contract term to July 31, 2022.
Anhui Sinonet & Xinlong Science & Technology Co.Ltd(002298) : Beijing Anhui Sinonet & Xinlong Science & Technology Co.Ltd(002298) Technology Co., Ltd., a wholly-owned subsidiary of the company, has obtained the business license of value-added telecommunications business of the people’s Republic of China approved and issued by the Ministry of industry and information technology of the people’s Republic of China. The company said that the acquisition of the certificate is conducive to improving the company’s competitive position in the information service industry.
Shenzhen Qixin Group Co.Ltd(002781) : the company received the notice of filing a case from the CSRC on March 31, 2022. The CSRC decided to file a case against the company in accordance with the securities law of the people’s Republic of China, the administrative punishment law of the people’s Republic of China and other laws and regulations due to suspected illegal information disclosure.
increase / decrease
Hangzhou Chang Chuan Technology Co.Ltd(300604) : the national integrated circuit industry investment fund Co., Ltd., the shareholder holding more than 5% of the company, plans to reduce the shares of the company by means of centralized bidding within 6 months after 15 trading days from the date of announcement, with no more than 12086574 shares (accounting for 2% of the total share capital of the company).
summary of suspension and resumption
resumption company:
\u3000\u30003 Luoxin Pharmaceuticals Group Stock Co.Ltd(002793) 00279)、 Anhui Xinli Finance Co.Ltd(600318) Anhui Xinli Finance Co.Ltd(600318) )。
Suspended company:
\u3000\u3 Jointo Energy Investment Co.Ltd.Hebei(000600) 734 Fujian Start Group Co.Ltd(600734) )。
