Market in recent week
Defense industry (Shenwan) index (- 4.27%), industry (Shenwan) ranking (14 / 31); Shanghai Composite Index (- 3.87%), Shenzhen Component Index (- 5.12%) and gem index (- 6.66%);
Top five increases: Shanghai Fudan Microelectronics Group Co.Ltd(688385) (+ 9.19%), Beijing Tianyishangjia New Material Corp.Ltd(688033) (+ 6.45%), China Avionics Systems Co.Ltd(600372) (+ 4.59%), Aecc Aero-Engine Control Co.Ltd(000738) (+ 4.58%), Beijing Relpow Technology Co.Ltd(300593) (+ 4.50%);
Top five declines: Xi’An Tian He Defense Technology Co.Ltd(300397) (- 17.62%), Beijing Highlander Digital Technology Co.Ltd(300065) (- 16.14%), Zhejiang Dali Technology Co.Ltd(002214) (- 15.58%), Shaanxi Zhongtian Rocket Technology Co.Ltd(003009) (- 13.42%), China Marine Information Electronics Company Limited(600764) (- 12.61%).
Important events and announcements
At 20:00 on April 16, 2022, Zhongxing 6D satellite was successfully launched by long march 3B carrier rocket at Xichang Satellite Launch Center, and the satellite entered the predetermined orbit as planned. Zhongxing 6D satellite will be delivered to China Satellite Communications Co.Ltd(601698) operation management after passing the in orbit test.
On April 18, Unigroup Guoxin Microelectronics Co.Ltd(002049) announced that the company received the notice of Tsinghua holdings on the free transfer of Tsinghua University’s controlling stake forwarded by the indirect controlling shareholder Ziguang Group Co., Ltd. (hereinafter referred to as “Ziguang group”). In order to comprehensively strengthen the strategic cooperation between Tsinghua University and Sichuan Province, on April 18, 2022, Tsinghua University The state owned assets supervision and Administration Commission of Sichuan provincial government (hereinafter referred to as “Sichuan SASAC”) and Sichuan energy investment signed the supplementary agreement on the free transfer agreement of state owned property rights, which agreed that the transferee of this transfer was adjusted from Sichuan energy investment to Sichuan SASAC, that is, Qinghua University transferred its 100% equity of Tsinghua holdings to Sichuan SASAC free of charge.
On April 18, Vice Foreign Minister Le Yucheng met with Russian ambassador to China Denisov to exchange views on China Russia relations and the international and regional situation. Yue Yucheng said that under the guidance of Xi Jinping president and President Putin, the China Russia comprehensive strategic partnership of coordination in the new era has continued to develop at a high level and cooperation in various fields has been deepened. In the first quarter of this year, the bilateral trade volume between China and Russia reached US $38.2 billion, an increase of nearly 30%, fully demonstrating the great resilience and endogenous driving force of bilateral cooperation. No matter how the international situation changes, China will, as always, strengthen strategic cooperation with Russia to achieve win-win cooperation, jointly safeguard the common interests of both sides and promote the construction of a new type of international relations and a community with a shared future for mankind
On April 19, China National Software And Service Company Limited(600536) announced that the company plans to adopt the method of direct investment + investment through the proposed newly established holding subsidiary China soft capital investment, with a total contribution of no more than 389 million yuan (calculated by equity, the actual contribution of the company this time does not exceed 181921300 yuan) at the price of 22.91 yuan / 1 yuan of registered capital to subscribe for the newly increased registered capital of the joint-stock company Yi Jingjie, with a maximum of 169723 million yuan, Among them, the company invested no more than RMB 7846 million to subscribe for the newly increased registered capital of yijingjie of up to RMB 3425271 million, and China soft capital investment invested no more than RMB 310.32 million to subscribe for the newly increased registered capital of yijingjie of up to RMB 13546986 million.
On April 20, Suzhou sushi Guangbo environmental reliability laboratory Co., Ltd., a wholly-owned subsidiary of Suzhou Sushi Testing Group Co.Ltd(300416) received the certificate of high-tech enterprise jointly issued by Jiangsu Provincial Department of science and technology, Jiangsu Provincial Department of finance, State Administration of Taxation and Jiangsu provincial taxation bureau.
On April 21, Wuxi Paike New Materials Technology Co.Ltd(605123) announced that the total amount of funds raised by non-public offering of shares is expected to be no more than 160 million yuan, and an additional 21.6 million shares will be issued for the construction project of intelligent production line of special alloy structural parts for aerospace.
On April 21, the Russian Ministry of Defense said in a statement on April 20 that at 15:12 Moscow time on April 20, Russia successfully test fired an “salmat” intercontinental ballistic missile at the Plesetsk space launch site in the Arkhangelsk Region, and the missile warhead successfully reached the designated area of the Kula shooting range on the Kamchatka Peninsula.
On April 21, Shenzhen Kaifa Technology Co.Ltd(000021) announced that Shenzhen Kaifa Technology Co.Ltd(000021) (hereinafter referred to as “the company”) and its subsidiaries received a total of about 211234300 yuan of government subsidies in 2021.
On April 21, Sun Create Electronics Co.Ltd(600990) announced that the company received the reply on Sun Create Electronics Co.Ltd(600990) implementation of restricted stock incentive plan issued by the state owned assets supervision and Administration Commission of the State Council on April 21, 2022. The state owned assets supervision and Administration Commission of the State Council approved the company to implement the restricted stock incentive plan in principle. The number of restricted shares to be granted to incentive objects in the first phase of the incentive plan was 4.759 million, and a total of 373 incentive objects were granted in the first phase of the incentive plan, The grant price of restricted shares granted for the first time in the first phase of the incentive plan is 21.71 yuan per share.
On April 22, Gaona Aero Material Co.Ltd(300034) announced that in order to improve the ability to serve customers and core competitiveness, the company plans to jointly invest with Aecc Aviation Power Co Ltd(600893) to establish Xi’an Gaona Aero Material Co.Ltd(300034) aviation parts Co., Ltd. in Xi’an, Shaanxi Province. The registered capital of the joint venture is 110 million yuan. The company uses its own funds to contribute 747669 million yuan, accounting for 67.97% of the shareholding ratio of the joint venture. Aecc Aviation Power Co Ltd(600893) contributes 352331 million yuan with part of its assets, accounting for 32.03% of the shareholding ratio of the joint venture. The joint venture is controlled by the company and Aecc Aviation Power Co Ltd(600893) shares. The purpose of this joint venture with Aecc Aviation Power Co Ltd(600893) is to improve the company’s industrial capacity, promote the gradual implementation of the company’s long-term strategic plan, further enhance the company’s comprehensive competitive strength, and actively promote the sustainable development of the company.
On April 23, the PLA Navy celebrated its 73rd birthday.
On April 23, Avic Shenyang Aircraft Company Limited(600760) announced that it is expected to achieve an operating revenue of 40.668 billion yuan in 2022, an increase of 6.58 billion yuan over the same period of last year, an increase of 19.30% year-on-year. It is expected to achieve a net profit of 2.124 billion yuan in 2022, an increase of 428 million yuan over the same period of last year, an increase of 25.23% year-on-year.
On April 23, Zhejiang Dali Technology Co.Ltd(002214) released the employee stock ownership plan (Draft) for 2022. The stock source of the employee stock ownership plan is the repurchased shares in the company’s special securities account for repurchase. After the ESOP is reviewed and approved by the general meeting of shareholders of the company, it will acquire and hold the company’s shares held in the company’s special securities repurchase account through non transaction transfer and other ways permitted by laws and regulations, with a total of no more than 6.4 million shares, accounting for 1.07% of the company’s current total share capital, and the transfer price is 6.65 yuan / share.
