Ja Solar Technology Co.Ltd(002459) plans to expand production capacity by more than 10 billion yuan Liaoning Fu-An Heavy Industry Co.Ltd(603315) plans to acquire 100% equity of Tianquan Fuan Guizhou Yongji Printing Co.Ltd(603058) : Yongji convertible bonds suspension verification Jiangsu Chengxing Phosph-Chemical Co.Ltd(600078) actual accuser Li Xing is under criminal detention; The three major express delivery enterprises disclosed their operation in April Do-Fluoride New Materials Co.Ltd(002407) entering TSMC supplier system
today’s highlights
▼ focus I:
Ja Solar Technology Co.Ltd(002459) plans to expand the company’s integrated production capacity, with an estimated investment of 10.29 billion yuan
The company plans to expand the company’s integrated production capacity. The investment projects include Qujing 10GW high-efficiency battery, 5GW component project and Hefei 11gw high-power component reconstruction and expansion project. The estimated investment is 102896966 million yuan, accounting for 62.38% of the latest audited net assets.
▼ focus II:
Liaoning Fu-An Heavy Industry Co.Ltd(603315) plans to acquire 100% equity of Tianquan Fuan and add graphitization processing business of lithium battery cathode materials
The company plans to purchase 100% equity of Tianquan Fuan from the controlling shareholders Fuan holdings, Li Shijun, Li Xiaopeng, Li Xiaofei, Wei Fujun and Wei Bang by issuing shares and paying cash. The issue price of asset shares purchased is 20.94 yuan / share. Meanwhile, the company plans to raise matching funds by non-public offering of shares to no more than 35 specific investors through inquiry. The proposed price of this transaction has not been determined, which is expected to constitute a major asset restructuring. After the completion of this transaction, the company’s main business will add graphitization processing business of lithium battery cathode materials. The trading of the company’s shares will resume from the opening of the market on May 19, 2022.
▼ focus III:
Guizhou Yongji Printing Co.Ltd(603058) : Yongji convertible bond suspension verification
The trading price of the company’s convertible corporate bonds has been listed since May 17, 2022, with an opening increase of 50%, touching a temporary suspension, and closing up 276.16% on the same day. From May 17 to May 18, the closing price increased by 290.96% and the cumulative turnover rate was about 160261%. The price change of convertible corporate bonds seriously deviates from the trend of positive stocks. In view of the recent large fluctuation in the price of the company’s convertible corporate bonds, the trading of the company’s convertible corporate bonds (Securities abbreviation: Yongji convertible bonds, convertible bond Code: 113646) has been suspended for verification since May 19, during which the company’s shares were normally traded.
▼ focus IV:
Jiangsu Chengxing Phosph-Chemical Co.Ltd(600078) actual accuser Li Xing is under criminal detention
On February 17, 2025, Li xingyin’s family members who were suspected of being detained by the Jiangyin City Public Security Bureau refused to execute the notice on the actual detention of Li xingyin’s accuser, which was received by the Jiangyin City Public Security Bureau on February 17, 2025. Li Xing does not hold any position in the company, and the above matters do not have a significant impact on the company’s daily production and operation activities.
▼ focus V:
Three major express delivery companies disclose their operations in April
Yunda Holding Co.Ltd(002120) : the company’s express service revenue in April 2022 was 2.859 billion yuan, a year-on-year increase of 0.03%; The business volume reached 1.132 billion tickets, a year-on-year decrease of 19.37%; The single ticket income of express service was 2.53 yuan, a year-on-year increase of 24.02%.
Sto Express Co.Ltd(002468) : the company’s express service revenue in April 2022 was 2.033 billion yuan, a year-on-year increase of 11.42%; The business volume reached 791 million tickets, a year-on-year decrease of 7.68%; The single ticket income of express service was 2.57 yuan, a year-on-year increase of 20.66%.
Yto Express Group Co.Ltd(600233) : the announcement of main business data was released. In April 2022, the revenue of express products was 3.122 billion yuan, a year-on-year increase of 10.78%; The number of business completed was 1.246 billion, a year-on-year decrease of 4.83%; The single ticket income of express products was 2.51 yuan, a year-on-year increase of 16.41%P align = “center” Restructuring & fixed increase
Zhejiang Dun’An Artificial Environment Co.Ltd(002011) : the controlling shareholder of the company Gree Electric Appliances Inc.Of Zhuhai(000651) terminates the planning agreement and transfers 9.71% of the shares of the company held by Dunan Holding Group Co., Ltd. the trading of the shares of the company will be resumed from the morning of May 19, 2022. Company tip: there is still great uncertainty in the follow-up arrangement of 9.71% shares of the company held by Dunan Holding Group Co., Ltd. please pay attention to the investment risk.
Guangdong Kingshine Electronic Technology Co.Ltd(300903) : disclose the plan for issuing shares to specific objects through simple procedures. The issuance targets no more than 35 specific investors who meet the conditions specified by the CSRC, and the total amount of funds raised is no more than 150 million yuan. After deducting the issuance expenses, it is planned to be used for the construction project of PCB production line for mini led in Jiangxi Kexiang.
Bafang Electric(Suzhou) Co.Ltd(603489) : the company recently received the reply issued by the China Securities Regulatory Commission, approving the company’s non-public offering of no more than 5 million new sharesP align = “center” major issues
Do-Fluoride New Materials Co.Ltd(002407) : after on-site audit and several rounds of on-line test of Nanjing factory of Taiwan integrated circuit manufacturing Co., Ltd. (hereinafter referred to as “TSMC”), the company has officially entered the TSMC qualified supplier system, and recently began to deliver high-purity electronic chemical materials to TSMC (Nanjing) Co., Ltd.
Cngr Advanced Material Co.Ltd(300919) : the board of directors of the company deliberated and passed the proposal and agreed that Zhongwei (Hong Kong) Xingqiu new energy Co., Ltd., Zhongwei (Hong Kong) Xingqiu new energy Co., Ltd., Zhongwei (Hong Kong) Xingxin new energy Co., Ltd. (hereinafter collectively referred to as “Zhongwei Hong Kong subsidiary”) and rigqueza signed the joint venture agreement on the project of smelting 40000 tons of high matte nickel containing metal (Indonesia) in laterite nickel ore with rigqueza respectively, Three Zhongwei Hong Kong subsidiaries and rigqueza respectively invested in the construction of a laterite nickel ore smelting project with an annual output of 40000 tons of high matte nickel containing metals in weda Bay Industrial Park (IWIP) on hamahela Island, Indonesia. The total investment of each project is US $420 million, and the total investment of the three projects is US $1.26 billion. The company said that the high nickel matte produced by the project is the raw material for manufacturing high-purity nickel sulfate. High purity nickel sulfate is an indispensable core material of ternary precursor, which will provide reliable resource guarantee for the development of the company’s business.
Jiangsu Yuxing Film Technology Co.Ltd(300305) : the board of directors of the company deliberated and approved the proposal to raise 487 million yuan to build a new high-end functional polyester film production line with an annual output of 60000 tons. The construction content of the project is to build two medium thickness polyester film production lines with an annual output of 60000 tons of high-end functional polyester film, mainly including polyester base film for electronics and electrical, polyester base film for high-end packaging and decoration and other target products.
Byd Company Limited(002594) : the board of directors of the company deliberated and passed the proposal, agreeing that the daily related party transactions of the company and its holding subsidiaries in 2022 for Chengxin Lithium Group Co.Ltd(002240) purchasing and entrusted processing lithium products from the new related party Chengxin Lithium Group Co.Ltd(002240) are expected to amount to 400 million yuan, and agreeing to authorize the management of the company to go through relevant procedures.
Changsha Jingjia Microelectronics Co.Ltd(300474) : the second graphics processing chip of jm9 series of the company has completed the stage of streaming and packaging, has not completed the test work, and has not formed mass production and external sales, which will not have a significant impact on the production and operation of the company in the short term.
Shenzhen Minde Electronics Technology Ltd(300656) : the company’s wholly-owned subsidiary Shenzhen Minde Electronics Technology Ltd(300656) (Lishui) Co., Ltd. plans to sign a purchase contract for 6-inch wafer foundry production line equipment with the equipment agent Jiangsu Lianxin Semiconductor Technology Co., Ltd. the estimated amount of the contract is 240 million yuan, which will be paid with the raised funds. The purchase of 6-inch wafer foundry production line equipment is to ensure the smooth implementation and production of the company’s raised investment project, which will help speed up the company’s progress in the construction of wafer foundry project.
ST Shennan: the announcement on the disclosure of abnormal fluctuations in stock trading said that recently, the company’s subsidiaries Mingcheng technology and Shennan Xinchuang obtained Huawei Technology certification, which attracted high attention from investors. Huawei shengteng Wanli partnership program is a partnership program launched around the atlas Artificial Intelligence Computing Platform Based on Huawei shengteng chip. The products and solutions of the company’s subsidiaries Mingcheng technology and Shennan Xinchuang are adapted to the atlas artificial intelligence computing platform. At present, no relevant orders have been obtained. Mingcheng technology and Shennan Xinchuang have only passed the technical certification and obtained the qualification to become a partner of Huawei to build shengteng ecology. Whether orders can be formed in the future needs to be further expanded by the company.
Winner Medical Co.Ltd(300888) : the company plans to use its own capital of 6519215 million yuan to acquire 655528% equity of Hunan Ping An medical equipment Technology Co., Ltd. (hereinafter referred to as “Hunan Ping An medical equipment”), and use its own capital of 100 million yuan to unilaterally increase the capital of Hunan Ping An medical equipment. After the completion of the above-mentioned capital increase, Ping An held a total of 7.968 million yuan of equity of Hunan Medical Company. The main business of Hunan Ping An medical equipment is the R & D, production and sales of medical devices such as syringes, infusion sets, blood collection vessels, blood collection needles and indwelling needles.
Anhui Zhongding Sealing Parts Co.Ltd(000887) : Anhui tesitong Pipeline Technology Co., Ltd., a subsidiary of the company, recently received a notice from the customer that the company has become a batch supplier of thermal management pipeline assembly products for a new platform project of a new power brand host factory in China (limited to confidentiality agreement, its name cannot be disclosed). The life cycle of the project is 4 years, and the total amount of the life cycle is about 215 million yuan.
Mubang high tech: haoan energy, a wholly-owned subsidiary of the company, signed a strategic cooperation framework contract with Changzhou Shunfeng Cecep Solar Energy Co.Ltd(000591) Technology Co., Ltd. (hereinafter referred to as “Changzhou Shunfeng”). From June 1, 2022 to May 31, 2025, haoan energy is expected to sell 372 million monocrystalline silicon wafers to Changzhou Shunfeng and its affiliated company Jiangsu Shunfeng New Energy Technology Co., Ltd. (up and down fluctuation shall not exceed 20%). According to the latest price and production scheduling plan released by pvinfolink, the estimated sales amount is 2.260 billion yuan (including tax).
Jiangsu Lidao New Material Co.Ltd(603937) : the company plans to sign an investment contract with the Management Committee of Anhui Wuhe Economic Development Zone to build a new energy battery collector material project in Wuhe County, with a total investment of 1 billion yuan. In phase I, a production workshop of about 84000 square meters will be built, and a high-end battery grade aluminum foil production line will be built. In phase II of the project, 36000 square meters of production workshops, dormitories, office buildings and other ancillary facilities will be built, and high-end carbon coated aluminum foil and high-performance continuous composite aluminum production lines will be built. The construction period is expected to be 18 months.
Bonree Data Technology Co.Ltd(688229) : the company plans to buy back shares in the form of centralized bidding transaction, with the repurchase amount not less than 30 million yuan and not more than 60 million yuan; The repurchase price shall not exceed 60 yuan / share. All the shares repurchased will be used for the employee stock ownership plan.
Bestechnic (Shanghai) Co.Ltd(688608) : the company plans to repurchase shares in the form of centralized bidding transaction, with the repurchase amount not less than 48 million yuan and not more than 96 million yuan; The repurchase price shall not exceed 160 yuan / share. All the shares repurchased this time will be used for employee stock ownership and / or equity incentive plan.
Jiangsu Fengshan Group Co.Ltd(603810) : the company recently received the reply issued by the China Securities Regulatory Commission, which approved the company to publicly issue convertible corporate bonds with a total face value of 500 million yuan for a period of 6 years.
Wencan Group Co.Ltd(603348) : Aiming at common development and long-term cooperation, the company and Lizhong Sitong Light Alloys Group Co.Ltd(300428) have established a strategic cooperation relationship in the field of material development and process application of large-scale integrated body structure parts, integrated casting battery box and other products of new energy vehicles. On May 18, 2022, the company signed a strategic cooperation framework agreement on the joint development of heat-free materials suitable for large-scale integrated aluminum castings.
China Cyts Tours Holding Co.Ltd(600138) : the company plans to apply to Bank Of China Limited(601988) inter market dealers association for the issuance of medium-term notes with a total amount of no more than 2 billion yuan. After deducting the issuance expenses, the fund-raising will be used to repay interest bearing debts and supplement working capital.
China Railway Signal & Communication Corporation Limited(688009) : from March to April 2022, the company won the bid for four important projects in the rail transit market: Xiamen rail transit line 4 (Houxi Xiang’an airport section) project and line 6 (Longjiang Mingzhu Huaqiao University section) project signal and integrated monitoring system integration procurement project, Shenyang Metro Line 3 phase I project signal system integration procurement project, Shenzhen Metro phase I and phase II project operation video monitoring system upgrading project package B, Chongqing rail transit line 18 communication system procurement project. The total bid winning amount of the above projects is about 1.733 billion yuan, accounting for about 4.52% of the audited operating revenue of the company in 2021 under Chinese accounting standards.
Cts International Logistics Corporation Limited(603128) : a clarification announcement was issued. The company was concerned about the media report about the company’s “withdrawal of 67.23% equity of Hangzhou Jiacheng international logistics”, and interpreted the relevant matters of the company. The company clarified that the company completed the acquisition of 70% shares of Jiacheng logistics in 2021. After the acquisition, the proportion of equity held by the company in Jiacheng logistics has not changed. The media report that the company “withdrew 67.23% equity of Hangzhou Jiacheng international logistics” is inconsistent with the actual situation. In the past two years, the company has actively developed cross-border e-commerce logistics business and further accelerated its development speed after acquiring Jiacheng logistics.
Kangmei Pharmaceutical Co.Ltd(600518) : since May 20, 2022, the company has revoked relevant risk warnings and continued to implement other risk warnings. The stock abbreviation is changed to “St Kangmei”, the stock code remains unchanged, and the daily rise and fall limit of stock price is still 5%. The trading of the company’s shares will be suspended for one day on May 19, 2022 and resumed from the opening of the market on May 20, 2022.
St Zhongfu: the company will withdraw other risk warnings from May 20, 2022. The abbreviation of the company’s stock is changed from “St Zhongfu” to “Zhongfu industry”, the stock code is still ” Henan Zhongfu Industrial Co.Ltd(600595) “, and the daily rise and fall limit of stock trading is changed from 5% to 10%.
The trading of the company’s shares will be suspended for one day from the opening of the market on May 19, 2022 and resumed from the opening of the market on May 20, 2022.
Jchx Mining Management Co.Ltd(603979) : in order to meet the capital needs of the construction and operation of the lonshi copper mine mining, dressing and smelting joint project in the Democratic Republic of the Congo and broaden the financing channels, the company plans to raise no more than US $100 million from Hibiscus (Hong Kong) Investment Co., Ltd. and holly (Hong Kong) Investment Co., Ltd. through the combination of creditor’s rights and equity through Zhiyuan mining, a wholly-owned subsidiary in Mauritius.
Hainan Haiqi Transportation Group Co.Ltd(603069) : the company will invest in the construction of Baoting Commercial Plaza project, with a total investment of no more than 360 million yuan. The project plans to build a landmark commercial complex for international tourism consumption with one floor underground and six floors above the ground, integrating “boutique shopping, characteristic catering, leisure and entertainment and high-end residence”. The construction period of the project is expected to be 3 years.
Changzhou Tenglong Auto Parts Co.Ltd(603158) : the company plans to invest 71.1 million yuan to acquire the 12% equity of Beijing Tianyuan held by Liu Zhiyuan. The main business of the subject company is the R & D, production and sales of automotive rubber hose products. After the acquisition, the company will hold 88% equity of Beijing Tianyuan.
Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) : Recently, the company successfully won the bid for the steel structure installation project of the third runway hall and apron of Hong Kong International Airport, with a bid amount of HK $573 million. This is the company’s follow-up installation business after undertaking the relevant supply contract of the project in 2021, with a cumulative contract amount of HK $1235 million. It is the largest professional subcontracting order of steel structure undertaken by the company in the history, and the cumulative contract amount accounts for 7.05% of the company’s latest audited operating revenue.
Anhui Honglu Steel Construction(Group) Co.Ltd(002541) : the company and the people’s Government of Tuanfeng County, Hubei Province recently signed the investment contract of Honglu steel structure green intelligent assembly base project. The total investment of the project is about 2 billion yuan. It is planned to build a green intelligent fabricated steel structure building parts production base with an annual output of 380000 tons, and mainly build production lines of intelligent building steel structure, steel pipe, reinforced truss floor support sector and enclosure wall sector.
Easy Visible Supply Chain Management Co.Ltd(600093) : the company received the decision on the termination of the listing of Easy Visible Supply Chain Management Co.Ltd(600093) shares from Shanghai Stock Exchange on May 18, 2022, and Shanghai Stock Exchange decided to terminate the listing of the company’s shares. The starting date of the delisting consolidation period of the company’s shares is May 26, 2022, and the final trading date is expected to be June 16, 2022P align = “center” increase / decrease
Suzhou Uigreen Micro&Nano Technologies Co.Ltd(688661) : Ma Hongwei, the director of the company, plans to increase the shares of the company within 12 months from May 19, 2022, with a total increase of no less than 10 million yuan and no more than 20 million yuan.
The company announced on the same day that Luo Xingshun, the actual controller of the company, increased 110449 shares of the company’s shares by means of centralized bidding trading from May 10, 2022 to May 16, 2022, accounting for 0.138% of the total share capital of the company, with a total increase of 5 Inner Mongolia Baotou Steel Union Co.Ltd(600010) 24 yuan. The share increase plan has been implemented and completed.
Suzhou Iron Technology Co.Ltd(688329) : Wen Qingnan, a shareholder holding 6.15% of the shares, plans to reduce his total shares of the company by means of centralized bidding and block trading, with a reduction ratio of no more than 3% of the total shares of the companyP align = “center” summary of suspension and resumption
resumption company:
\u3000\u3 China Vanke Co.Ltd(000002) 011 Zhejiang Dun’An Artificial Environment Co.Ltd(002011) )、 Liaoning Fu-An Heavy Industry Co.Ltd(603315) Liaoning Fu-An Heavy Industry Co.Ltd(603315) )。
Suspended company:
\u3000\u30 China Baoan Group Co.Ltd(000009) 80 Zotye Automobile Co.Ltd(000980) )、3 Hefei Fengle Seed Co.Ltd(000713) 00071)、
\u3000\u30003 Livzon Pharmaceutical Group Inc(000513) 00051)、 Kangmei Pharmaceutical Co.Ltd(600518) Kangmei Pharmaceutical Co.Ltd(600518) )、
Dalian Sunasia Tourism Holding Co.Ltd(600593) ( Dalian Sunasia Tourism Holding Co.Ltd(600593) ), St Zhongfu ( Henan Zhongfu Industrial Co.Ltd(600595) ).
\u3000\u3000
