Several listed companies in Shanghai and Shenzhen issued important announcements on May 18. The following is a summary of the good news:
Do-Fluoride New Materials Co.Ltd(002407) : the company enters TSMC supplier system
Do-Fluoride New Materials Co.Ltd(002407) ( Do-Fluoride New Materials Co.Ltd(002407) ) on May 18, it was announced that after the 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.
Zhejiang Nhu Company Ltd(002001) : the project with an annual output of 500 tons of carbonic anhydride and 500 tons of azabicyclic acid has been put into trial operation
Zhejiang Nhu Company Ltd(002001) ( Zhejiang Nhu Company Ltd(002001) ) said during the investigation that the company’s 500 t / a caronic anhydride and 500 t / a aza double ring project has been put into trial operation, and the current capacity utilization rate is about 50% – 60%. At present, the market price of carbonic anhydride is about 700000 yuan / ton, and the market price of azabicyclic anhydride is less than 3 million yuan / ton. The company’s co production process of carbonic anhydride and azabicyclic acid has cost advantages, and the company is still considering actively putting into production. It is understood that some competitors have signs of withdrawal under the downward price of azabicycles. Pfizer covid-19 oral generic drugs are priced at $25 a course of treatment, which will have a certain market demand.
Motic (Xiamen) Electric Group Co.Ltd(300341) : zero carbon construction project to be started
Motic (Xiamen) Electric Group Co.Ltd(300341) ( Motic (Xiamen) Electric Group Co.Ltd(300341) ) it was announced on May 18 that the company plans to start a zero carbon construction project in Motic (Xiamen) Electric Group Co.Ltd(300341) Industrial Park, Xiang’an District, Xiamen, and help Motic (Xiamen) Electric Group Co.Ltd(300341) Xiang’an Industrial Park realize the vision of carbon neutrality through three-step coordinated energy conservation and emission reduction measures. The project is preliminarily planned to be divided into three phases. In the first phase, based on the EMC contract situation of distributed photovoltaic + energy storage, it is proposed to rent the roof and its ancillary facilities of No. 808 Fangshan South Road, Motic (Xiamen) Electric Group Co.Ltd(300341) Xiang’an District, and Xiamen Naichao Technology Co., Ltd. will invest, construct and operate the distributed photovoltaic and energy storage project.
Cngr Advanced Material Co.Ltd(300919) : it is proposed to invest US $1.26 billion in the project of smelting high matte nickel from laterite nickel ore
Cngr Advanced Material Co.Ltd(300919) ( Cngr Advanced Material Co.Ltd(300919) ) on May 18, it was announced that three Hong Kong subsidiaries and rigqueza signed the joint venture agreement on the laterite nickel ore smelting project with an annual output of 40000 tons of high matte nickel containing metal (Indonesia), and the three Hong Kong subsidiaries and rigqueza invested and constructed the laterite nickel ore smelting project with an annual output of 40000 tons of high matte nickel containing metal (IWIP) in wedabay Industrial Park, hamahela Island, Indonesia, with a total investment of 420 million US dollars, The total investment of the three projects is 1.26 billion US dollars. 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 Lidao New Material Co.Ltd(603937) : it is proposed to build a new energy battery collector material project of 1 billion yuan
Jiangsu Lidao New Material Co.Ltd(603937) ( Jiangsu Lidao New Material Co.Ltd(603937) ) it was announced on May 18 that 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.
mubang high tech: the subsidiary signed a strategic cooperation framework contract with Changzhou Shunfeng
Mubang high tech ( Banbao Co.Ltd(603398) ) announced on May 18 that haoan energy, a wholly-owned subsidiary of the company, signed a strategic cooperation framework contract with Changzhou Shunfeng. From June 1, 2022 to May 31, 2025, haoan energy is expected to sell 372 million monocrystalline silicon chips to Changzhou Shunfeng and its affiliated company Jiangsu Shunfeng New Energy Technology Co., Ltd., with an estimated sales amount of 2.26 billion yuan (including tax).
Bank Of Nanjing Co.Ltd(601009) : the largest shareholder of the company increased its shareholding by more than 1%
Bank Of Nanjing Co.Ltd(601009) ( Bank Of Nanjing Co.Ltd(601009) ) announced on May 18 that the proportion of shares held by BNP Paribas and Bank of Paris (QFII), the largest shareholder of the company, increased from 14.04% to 16.37%, and the proportion of increase was 2.33%, more than 1%.
ST Shennan: the subsidiary has only passed Huawei technical certification and has not obtained relevant orders yet
ST Shennan ( Suna Co.Ltd(002417) ) announced on May 18 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.
Byd Company Limited(002594) : new related parties Chengxin Lithium Group Co.Ltd(002240) estimated amount of related party transactions 4 billion yuan
Byd Company Limited(002594) ( Byd Company Limited(002594) ) it was announced on May 18 that the board of directors of the company passed a proposal to agree 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 4 billion yuan, and agreed to authorize the management of the company to go through relevant procedures.
Ja Solar Technology Co.Ltd(002459) : the estimated investment in the planned expansion of the company’s integrated production capacity is 10.29 billion yuan
Ja Solar Technology Co.Ltd(002459) ( Ja Solar Technology Co.Ltd(002459) ) it was announced on May 18 that the company plans to expand the integrated production capacity of the company. The investment projects are Qujing 10GW high-efficiency battery, 5GW component project and Hefei 11gw high-power component reconstruction and expansion project, with an estimated investment of 10.29 billion yuan, accounting for 62.38% of the latest audited net assets.
Qingdao Tgood Electric Co.Ltd(300001) : pre bid 194 million yuan China Huadian 2022 new energy project
Qingdao Tgood Electric Co.Ltd(300001) ( Qingdao Tgood Electric Co.Ltd(300001) ) it was announced on May 18 that the company is expected to win the bid for the procurement of 35kV box type transformer frame of new energy of China Huadian Group in 2022, and the bid winning amount is expected to be about 194 million yuan. The subsidiary Tedian technology recently signed the procurement and construction contract for intelligent charging system of electric vehicle group with Wuhu Jiuzi Energy Co., Ltd., with a contract amount of 82.38 million yuan.
Anhui Honglu Steel Construction(Group) Co.Ltd(002541) : it is proposed to invest 2 billion yuan to build Honglu steel structure green intelligent assembly base project
Anhui Honglu Steel Construction(Group) Co.Ltd(002541) ( Anhui Honglu Steel Construction(Group) Co.Ltd(002541) ) it was announced on May 18 that recently, the company signed the investment contract of Honglu steel structure green intelligent assembly base project with the people’s Government of Tuanfeng County, Hubei Province. 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, mainly building intelligent building steel structure, steel pipe, steel bar truss floor support sector and enclosure wallboard production lines.
Contemporary Amperex Technology Co.Limited(300750) : 136300 restricted shares to be repurchased and cancelled
Contemporary Amperex Technology Co.Limited(300750) ( Contemporary Amperex Technology Co.Limited(300750) ) announced on May 18 that in view of the reasons that some incentive objects in the company’s restricted stock incentive plan in 2018 and 2019 quit their jobs or their personal performance appraisal did not meet all unlocking requirements, the company plans to repurchase and cancel 136300 shares of restricted shares granted to the above-mentioned incentive objects but not yet removed.
