focus today
[ Better Life Commercial Chain Share Co.Ltd(002251) received a letter of concern: the company is requested to check whether Nyingchi Tencent and JD bonneng use inside information to accurately reduce their holdings]
Better Life Commercial Chain Share Co.Ltd(002251) received a letter of concern, requiring the company to explain in detail the specific reasons and differences between the recognition of investment income from the issuance of REITs in Jinxing Road Plaza, the accounting judgment of goodwill impairment and the original estimate, and whether the company knows the specific time point of the estimated loss and whether there is any situation of untimely information disclosure and risk disclosure. Since shareholders Nyingchi Tencent and JD Bong can reduce their holdings 2-3 trading days before the announcement of the company’s disclosure of performance losses, the company is requested to check whether Nyingchi Tencent and JD Bong can accurately reduce their holdings by using insider information.
[ Sungrow Power Supply Co.Ltd(300274) : Liu Zhenzheng, the company’s external director, is undergoing disciplinary review and supervision investigation]
Sungrow Power Supply Co.Ltd(300274) announcement: Recently, the company learned through Anhui discipline inspection and supervision network that Liu Zhen, an external director of the company, is suspected of serious violation of discipline and law, and is currently undergoing disciplinary review and supervision investigation. Liu Zhen is an external director of the Fourth Board of directors of the company. He does not hold other positions except directors and does not participate in the company’s daily production and operation activities. The above matters will not have an impact on the company’s daily production and operation.
[ Shandong Xinhua Pharmaceutical Company Limited(000756) : signing strategic cooperation agreement with real creatures]
Shandong Xinhua Pharmaceutical Company Limited(000756) announced that it had signed a strategic cooperation agreement with Henan Zhensheng Biotechnology Co., Ltd. (hereinafter referred to as “Zhensheng”), and Zhensheng agreed that Shandong Xinhua Pharmaceutical Company Limited(000756) was the manufacturer and distributor of azvudine and other products in China and other countries agreed by both parties.
[ Kweichow Moutai Co.Ltd(600519) : net profit of 17.245 billion yuan in the first quarter, with a year-on-year increase of 23.58%]
Kweichow Moutai Co.Ltd(600519) released the first quarterly report. The operating revenue in the first quarter was 32.296 billion yuan, an increase of 18.43% year-on-year; The net profit was 17.245 billion yuan, a year-on-year increase of 23.58%. Xiaocai note: the net profit of Q4 in 2021 was 15.194 billion yuan. Based on this calculation, the net profit in the first quarter of 2022 increased by 13% month on month.
[ Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) : net profit of 463 million yuan in the first quarter, a year-on-year decrease of 45.41%]
Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) disclosed the first quarterly report, which realized an operating revenue of 10.382 billion yuan in the first quarter, with a year-on-year increase of 28.87%; The net profit was 463 million yuan, a year-on-year decrease of 45.41%; The basic earnings per share is 0.18 yuan. The share price of bntx shares and other financial assets held by the group at the end of the reporting period decreased compared with that at the end of 2021. The non recurring profit and loss of the group during the reporting period caused by the loss of changes in the fair value of these financial assets was -338 million yuan. Xiaocai note: the net profit of Q4 in 2021 was 1.171 billion yuan. Based on this calculation, the net profit in the first quarter of 2022 decreased by 60% month on month.
[ Ping An Bank Co.Ltd(000001) : net profit of RMB 12.85 billion in the first quarter, with a year-on-year increase of 26.8%]
Ping An Bank Co.Ltd(000001) disclosed the first quarter report. During the reporting period, the company achieved an operating revenue of 46.207 billion yuan, an increase of 10.6% year-on-year; The net profit attributable to the bank’s shareholders was 12.85 billion yuan, a year-on-year increase of 26.8%; Basic / diluted earnings per share is 0.56 yuan. Xiaocai note: the net profit of Q4 in 2021 was 7.201 billion yuan. Based on this calculation, the net profit in the first quarter of 2022 increased by 78% month on month.
[ Ganfeng Lithium Co.Ltd(002460) : net profit of 3.525 billion yuan in the first quarter, with a year-on-year increase of 640.41%]
Ganfeng Lithium Co.Ltd(002460) disclosed the report of the first quarter. The company achieved an operating revenue of 5.365 billion yuan, an increase of 233.91% year-on-year; The net profit was 3.525 billion yuan, a year-on-year increase of 640.41%; The basic earnings per share is 2.45 yuan. Xiaocai note: the net profit of Q4 in 2021 was 2.756 billion yuan. Based on this calculation, the net profit in the first quarter of 2022 increased by 27% month on month.
[ Wens Foodstuff Group Co.Ltd(300498) : net loss of RMB 3.763 billion in the first quarter]
Wens Foodstuff Group Co.Ltd(300498) disclosed the first quarter report. During the reporting period, the company achieved an operating revenue of 14.586 billion yuan, a year-on-year decrease of 13.26%; The net profit loss was 3.763 billion yuan, with a profit of 544 million yuan in the same period of last year. The reason for the loss is the operating loss of the pig industry.
[ Goertek Inc(002241) : pre increase of net profit by 20% – 40% in the first half of the year, increase of sales revenue of vr virtual reality and other products]
Goertek Inc(002241) disclosed the performance forecast for the half year of 2022. The company’s pre profit was RMB 2.077 billion – 2.423 billion, with a year-on-year increase of 20% – 40%. Compared with the same period last year, it is mainly due to the increase of sales revenue and profitability of vr virtual reality, intelligent game console and other products of the company. On the same day, the quarterly report was disclosed, and the net profit in the first quarter was 901 million yuan, a year-on-year decrease of 6.71%.
[ First Capital Securities Co.Ltd(002797) : net profit of 718929 million yuan in the first quarter, with a year-on-year increase of 421.77%]
First Capital Securities Co.Ltd(002797) disclosed in the first quarter report, the company achieved operating revenue of 532 million yuan, an increase of 46.16% year-on-year; The net profit was 718929 million yuan, a year-on-year increase of 421.77%; The basic earnings per share is 0.017 yuan. The increase in revenue was mainly due to the comprehensive impact of the company’s net income from handling fees and commissions, net interest income, investment income and changes in fair value. Xiaocai note: the net profit of Q4 in 2021 was 120 million yuan. Based on this calculation, the net profit in the first quarter of 2022 decreased by 40% month on month.
[ Ningbo Shanshan Co.Ltd(600884) : proposed to build a 300000 ton / a lithium ion battery cathode material integration base project]
Ningbo Shanshan Co.Ltd(600884) announced that its subsidiary, Shanghai Shanshan lithium battery material technology Co., Ltd., plans to set up a project company in Anning, Yunnan Province and invest in the construction of a 300000 ton / a lithium ion battery cathode material integration base project, with a total planned fixed asset investment of about 9.7 billion yuan.
[ Chengxin Lithium Group Co.Ltd(002240) : net profit in the first quarter increased by 900.96% year on year]
Chengxin Lithium Group Co.Ltd(002240) disclosed the report of the first quarter. During the reporting period, the company achieved an operating revenue of 1.687 billion yuan, an increase of 212.59% over the same period of last year; The net profit was 1.07 billion yuan, an increase of 900.96% over the same period of last year; The basic earnings per share is 1.24 yuan.
Xiaocai note: the net profit of Q4 in 2021 was 312 million yuan. Based on this calculation, the net profit in the first quarter of 2022 increased by 242% month on month.
[ Chongqing Sokon Industry Group Stock Co.Ltd(601127) : the company has signed long-term capacity guarantee contracts with Contemporary Amperex Technology Co.Limited(300750) and other core suppliers]
Chongqing Sokon Industry Group Stock Co.Ltd(601127) announcement: at present, the company has sufficient orders and normal production and operation. At present, the company has made preparations in advance, actively taken measures to ensure the supply of raw materials and key parts to the greatest extent, tried its best to minimize the impact of the epidemic and ensure the stability of production and operation. The company has signed long-term capacity guarantee contracts with Contemporary Amperex Technology Co.Limited(300750) and other core suppliers, and the holding subsidiary of the company has signed capacity guarantee agreements between 2022 and 2026 with Contemporary Amperex Technology Co.Limited(300750) to stabilize the power battery supply chain of the company and provide strong guarantee for the delivery of new energy vehicles. With the effective prevention and control of the epidemic, more and more supply chain enterprises have gradually begun to resume work and production, and the relevant impact will be further weakened. Xiaocai note: Today Chongqing Sokon Industry Group Stock Co.Ltd(601127) late limit.
[ Zhejiang Longsheng Group Co.Ltd(600352) : to repurchase shares with RMB 500 million-1 billion]
Zhejiang Longsheng Group Co.Ltd(600352) announced that the company plans to repurchase shares with RMB 500 million-1 billion for employee stock ownership plan or equity incentive plan. The repurchase price shall not exceed 13 yuan / share.
[ Tianjin Zhonghuan Semiconductor Co.Ltd(002129) : the company’s securities to be changed are referred to as “TCL central”]
Tianjin Zhonghuan Semiconductor Co.Ltd(002129) announced that it is proposed to change the company name to “TCL central New Energy Technology Co., Ltd.” and the securities abbreviation to “TCL central”.
[ Sinomine Resource Group Co.Ltd(002738) : net profit in the first quarter increased by 848.73% year on year]
Sinomine Resource Group Co.Ltd(002738) disclosed the first quarter report. During the reporting period, the company achieved an operating revenue of 1.848 billion yuan, a year-on-year increase of 399.02%; The net profit was 775 million yuan, a year-on-year increase of 848.73%; The basic earnings per share is 2.3821 yuan. Xiaocai note: the net profit of Q4 in 2021 was 256 million yuan. Based on this calculation, the net profit in the first quarter of 2022 increased by 202% month on month.
[ Ningbo Ronbay New Energy Technology Co.Ltd(688005) : proposed in-depth cooperation with satellite blue new energy in the field of all / semi-solid batteries and materials]
Ningbo Ronbay New Energy Technology Co.Ltd(688005) announced that the strategic cooperation agreement was recently signed with Weilan new energy. The two sides will carry out comprehensive and in-depth cooperation in strategy and technology in the field of all / semi-solid batteries and materials, so that the two sides can obtain a large market share in the terminal market corresponding to mixed solid-liquid lithium-ion batteries and all solid-state lithium-ion batteries. During the validity of the agreement, under the same business conditions, Weilan new energy will Ningbo Ronbay New Energy Technology Co.Ltd(688005) be its first supplier of high nickel ternary cathode materials; From 2022 to 2025, Weilan new energy will purchase no less than 30000 tons of solid lithium battery cathode materials from Ningbo Ronbay New Energy Technology Co.Ltd(688005) to .
[ Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) : net profit in the first quarter increased by 307.05% year on year]
Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) announced that the net profit attributable to the parent company in the first quarter of 2022 was 1.389 billion yuan, a year-on-year increase of 307.05%. Xiaocai note: the net profit of Q4 in 2021 was 408 million yuan. Based on this calculation, the net profit in the first quarter of 2022 increased by 240% month on month.
[ Huaneng Power International Inc(600011) : loss of 956 million yuan in the first quarter]
Huaneng Power International Inc(600011) announced that the loss in the first quarter of 2022 was 956 million yuan, and the adjusted net profit in the same period of last year was 3.192 billion yuan. Due to the rise of coal price, the operation profit of domestic power business was reduced.
[ net profit in the first quarter: 1.3596 billion
Will Semiconductor Co.Ltd.Shanghai(603501) disclosed the first quarterly report. In the first quarter, the operating revenue was 5.538 billion yuan, a year-on-year decrease of 10.84%; The net profit was 896 million yuan, a year-on-year decrease of 13.90%; The basic earnings per share is 1.03 yuan. Xiaocai note: the net profit of Q4 in 2021 was 958 million yuan. Based on this calculation, the net profit in the first quarter of 2022 decreased by 6% month on month.
[ Fujian Mindong Electric Power Limited Company(000993) : net profit in the first quarter increased by 304.61% year on year]
Fujian Mindong Electric Power Limited Company(000993) announced that the net profit in the first quarter of 2022 was 357939 million yuan, a year-on-year increase of 304.61%.
[ Suzhou Anjie Technology Co.Ltd(002635) : net profit in the first quarter increased by 1788% year on year]
Suzhou Anjie Technology Co.Ltd(002635) disclosed the first quarterly report, which realized an operating revenue of 1.055 billion yuan in the first quarter, with a year-on-year increase of 44.68%; The net profit was 84.92 million yuan, a year-on-year increase of 178766%. Xiaocai note: the net profit of Q4 in 2021 was 948057 million yuan. Based on this calculation, the net profit in the first quarter of 2022 decreased by 10% month on month.
[Shuanghuan Technology: net profit in the first quarter increased by 603.65% year on year]
Shuanghuan technology announced that the net profit in the first quarter of 2022 was 192 million yuan, a year-on-year increase of 603.65%. Xiaocai note: the net profit of Q4 in 2021 was 296 million yuan. Based on this calculation, the net profit in the first quarter of 2022 decreased by 35% month on month.
[ Niutech Environment Technology Corporation(688309) : delisting risk warning for the company’s shares from April 28]
Niutech Environment Technology Corporation(688309) announced that the company’s shares have been subject to special treatment of “delisting risk warning” since April 28, and the stock abbreviation has been changed to ” ST Hengyu”. On the same day, it was announced that it was planned to repurchase shares with 10 million yuan to 20 million yuan, and the repurchase price would not exceed 21 yuan / share.
[ Shenyang Xingqi Pharmaceutical Co.Ltd(300573) : net profit in the first quarter increased by 123.36% year on year]
Shenyang Xingqi Pharmaceutical Co.Ltd(300573) released the report for the first quarter of 2022, realizing a net profit attributable to the parent company of 741686 million yuan, a year-on-year increase of 123.36%. Xiaocai note: the net profit of Q4 in 2021 was 386278 million yuan. Based on this calculation, the net profit in the first quarter of 2022 increased by 92% month on month.
[ Jinduicheng Molybdenum Co.Ltd(601958) : net profit of 275 million yuan in the first quarter, with a year-on-year increase of 276.14%]
Jinduicheng Molybdenum Co.Ltd(601958) released the report for the first quarter of 2022, realizing an operating revenue of 2.249 billion yuan, a year-on-year increase of 37.41%; The net profit attributable to the parent company was 275 million yuan, a year-on-year increase of 276.14%; The basic earnings per share is 0.085 yuan. Xiaocai note: the net profit of Q4 in 2021 was 73 million yuan. Based on this calculation, the net profit in the first quarter of 2022 increased by 276% month on month.
Investment & signing
[ Changzhou Almaden Co.Ltd(002623) : it is proposed to invest 2.896 billion yuan to build phase I project of large-size display optical lamination production line]
Changzhou Almaden Co.Ltd(002623) announced that the subsidiary Changzhou Almaden Co.Ltd(002623) Xintie plans to invest in the construction of phase I project of large-scale display optical bonding production line, with an estimated total investment of 2.896 billion yuan.
[ Riyue Heavy Industry Co.Ltd(603218) : proposed project of key components of wind power generation with an annual output of 200000 tons (phase I 100000 tons)]
Riyue Heavy Industry Co.Ltd(603218) announced that the company plans to invest in the construction of key components of wind power generation with an annual output of 200000 tons (phase I 100000 tons) in the West Park of Jiuquan economic and Technological Development Zone, with a total investment of 3.102 billion yuan. The total investment in fixed assets of the project is about 1.228 billion yuan.
[ Xiamen Tungsten Co.Ltd(600549) : 15000 ton production expansion project of lithium ion battery material comprehensive production workshop to be built]
Xiamen Tungsten Co.Ltd(600549) announced that the company plans to build a new comprehensive production workshop in Xtc New Energy Materials(Xiamen) Co.Ltd(688778) Haijing base, a subordinate company, and achieve an annual capacity of 15000 tons of lithium ion cathode materials through equipment procurement and installation, with an investment of 471 million yuan; After the completion of the project, Haijing base will reach an annual production capacity of 85000 tons. It was announced on the same day that the net profit in the first quarter of 2022 was 379 million yuan, a year-on-year increase of 23.3%.
equity change
[ Jiangsu Huaxicun Co.Ltd(000936) : proposed acquisition of 25% equity of West China wharf]
Jiangsu Huaxicun Co.Ltd(000936) announced that the company has signed the equity transfer agreement with Chenghua international, and the company plans to acquire 25% equity of Huaxi wharf held by Chenghua international with its own funds, with a total transaction amount of 250 million yuan. After the completion of this transaction, the company will hold 100% equity of Huaxi wharf.
increase / decrease & repurchase
[ Jointown Pharmaceutical Group Co.Ltd(600998) : proposed share repurchase of RMB 300 million to RMB 600 million]
Jointown Pharmaceutical Group Co.Ltd(600998) announced that it plans to buy back shares with 300 million yuan to 600 million yuan, and the repurchase price shall not exceed 19.9 yuan / share.
[ Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) : to repurchase shares with RMB 100 million to RMB 200 million]
Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) announced that the company plans to use its own funds to repurchase part of the issued public shares of the company in the form of centralized bidding transaction, and the total repurchase funds shall not be less than 100 million yuan and not more than 200 million yuan; The repurchase price shall not exceed 20 yuan / share, and the purpose of the repurchased shares is the source of shares for the later implementation of equity incentive or employee stock ownership plan.
[ Sichuan Kelun Pharmaceutical Co.Ltd(002422) : proposed share repurchase of RMB 100200 million]
Sichuan Kelun Pharmaceutical Co.Ltd(002422) announced that it is planned to repurchase shares with RMB 100 million to RMB 200 million, and the repurchase price shall not exceed 24 yuan / share.
[ Hangzhou Iecho Science & Technology Co.Ltd(688092) : shareholder huaruan venture plans to reduce its shareholding by no more than 2%]
Hangzhou Iecho Science & Technology Co.Ltd(688092) announced that the shareholder huaruan venture plans to reduce the shares of the company by no more than 2% of the total share capital of the company.
[ Suzhou Jinfu Technology Co.Ltd(300128) : the controlling shareholder plans to increase its shares by 60 million yuan to 100 million yuan]
Suzhou Jinfu Technology Co.Ltd(300128) announced that Taixing Zhicheng Industrial Investment Fund (limited partnership), the controlling shareholder of the company, plans to increase its shares in the company by means of centralized bidding or block trading, with an increase amount of no less than 60 million yuan and no more than 100 million yuan. The implementation period of the increase plan is limited to 6 months from the date of disclosure of the announcement (i.e. from April 27, 2022 to October 26, 2022).
operation & performance
[ Top Resource Conservation & Environment Corp(300332) : net profit in the first quarter increased by 158583% year on year]
Top Resource Conservation & Environment Corp(300332) disclosed the first quarter report. During the reporting period, the company achieved an operating revenue of 850 million yuan, an increase of 141.36% year-on-year; The net profit was 132 million yuan, a year-on-year increase of 158583%; The basic earnings per share is 0.1502 yuan. The increase in operating revenue and gross profit was mainly due to the ventilation of Shenan line in July 2021 and the significant increase in gas sales in the gas sector compared with the same period of last year, resulting in the increase in operating revenue and gross profit of gas business.
[ Zhejiang Jindun Fans Co.Ltd(300411) : net profit in the first quarter increased by 121589% year on year]
Zhejiang Jindun Fans Co.Ltd(300411) announced that the net profit in the first quarter of 2022 was 280502 million yuan, a year-on-year increase of 121589%.
[ Ningxia Building Materials Group Co.Ltd(600449) : net profit in the first quarter increased by 741% year on year]
Ningxia Building Materials Group Co.Ltd(600449) disclosed the first quarterly report, and realized a net profit of 14.714 million yuan, with a year-on-year increase of 741.18%. The company’s smart logistics transportation business revenue increased year-on-year.
[ Qianjiang Yongan Pharmaceutical Co.Ltd(002365) : net profit in the first quarter increased by 544.93% year on year]
Qianjiang Yongan Pharmaceutical Co.Ltd(002365) announced that the net profit in the first quarter of 2022 was 50.59 million yuan, a year-on-year increase of 544.93%.
[ Niutech Environment Technology Corporation(688309) : net profit in the first quarter increased by 442.23% year on year]
Niutech Environment Technology Corporation(688309) released the report for the first quarter of 2022. During the reporting period, the operating revenue was 394015 million yuan, a year-on-year increase of 101.15%; The net profit attributable to the parent company was 131260 million yuan, a year-on-year increase of 442.23%; The basic earnings per share is 0.1641 yuan.
[ Shandong Sacred Sun Power Sources Co.Ltd(002580) : net profit of 215143 million yuan in the first quarter, with a year-on-year increase of 213.12%]
Shandong Sacred Sun Power Sources Co.Ltd(002580) released the report for the first quarter of 2022, realizing an operating revenue of 419 million yuan, a year-on-year increase of 7.97%; The net profit attributable to the parent company was 215143 million yuan, a year-on-year increase of 213.12%; The basic earnings per share is 0.05 yuan.
contract & project winning
[ Guangxi Bossco Environmental Protection Technology Co.Ltd(300422) : signing an overseas supply contract of USD 29.68 million]
Guangxi Bossco Environmental Protection Technology Co.Ltd(300422) announced that it has officially signed a complete set of trichloroisocyanuric acid equipment supply contract and a complete set of trichloroisocyanuric acid technical service contract with fiber papertech Engineering & Trading Limited, with a total contract amount of US $29.68 million, equivalent to about 195 million yuan.
financing & fixed increase
No more than [
Shenzhen Yitoa Intelligent Control Co.Ltd(300131) announced that it is planned to raise no more than 290 million yuan for MEMS Micro galvanometer R & D and industrialization projects and supplement working capital.
others
[ Beijing E-Techstar Co.Ltd(300513) : actual controller planning change of control and stock suspension]
Beijing E-Techstar Co.Ltd(300513) announced that Qian Sujin, the controlling shareholder and actual controller of the company, plans to plan matters related to the change of control of the company. The specific plan is to include the transfer of some shares of the listed company held by him and the issuance of shares by the listed company to specific objects. If the transaction is completed, the counterparty will obtain 20% – 25% of the shares of the listed company. The specific scheme shall be subject to the relevant agreements signed by all parties. The foregoing may lead to changes in the control of the company. The counterparty of this transaction is a state-owned enterprise, and its industry is infrastructure industry. The trading of the company’s shares has been suspended since the opening of the market on the morning of April 27.
[ Luyang Energy-Saving Materials Co.Ltd(002088) : stock suspension of major events planned by controlling shareholders]
Luyang Energy-Saving Materials Co.Ltd(002088) announced that the controlling shareholder of the company, qinai Asia Pacific, is planning to launch some tender offers for Luyang Energy-Saving Materials Co.Ltd(002088) and this tender offer is not intended to terminate Luyang Energy-Saving Materials Co.Ltd(002088) ‘s listing status and will not lead to the change of Luyang Energy-Saving Materials Co.Ltd(002088) control. The trading of the company’s shares has been suspended since the opening of the market on April 27 for no more than two trading days.
[Datang Telecom: planning to sell assets]
Datang Telecom announced that the company is promoting the divestiture of assets, selling 101 million shares of Datang software, the company’s holding subsidiary, and 100% equity of Datang terminal, a wholly-owned subsidiary. The transaction intention party is Datang investment holding development (Shanghai) Co., Ltd., a subsidiary of the company’s controlling shareholder.
