focus today
[ Boe Technology Group Co.Ltd(000725) : the net profit in 2021 is expected to increase by 410% – 416% year-on-year]
According to the announcement of Boe Technology Group Co.Ltd(000725) , the net profit in 2021 is expected to be 25.7-26 billion yuan, with a year-on-year increase of 410% – 416%. The semiconductor display industry continued the longest business cycle in the history in the first half of 2021; Since the third quarter, with the adjustment of the demand side, there has been a structural correction in the product price of the industry, and the overall prosperity of the industry in the whole year is relatively higher than that of last year. In terms of LCD, facing the structural adjustment of product price, the company actively adjusted its product portfolio and still maintained a good profit level; In terms of flexible OLEDs, the shipment volume increased rapidly, and the monthly shipment volume exceeded 10 million for the first time in December 2021. Xiaocai note: Q3 net profit is 7.253 billion yuan. Based on this calculation, Q4 net profit is expected to be 5.685 billion yuan – 5.985 billion yuan, down 17% – 21% month on month.
[ Grg Banking Equipment Co.Ltd(002152) : it is proposed to establish a wholly-owned subsidiary to carry out digital economy business]
Grg Banking Equipment Co.Ltd(002152) it is announced that it is planned to establish a wholly-owned subsidiary radio and television digital economy investment and Operation Co., Ltd. (hereinafter referred to as “radio and television digital investment”), with a registered capital of 1 billion yuan. As the company’s investment and operation platform, the radio and television digital investment established this time will carry out the investment, construction and follow-up operation of digital economy business nationwide, innovate the smart city business model and expand the company’s smart city business field, which will help to improve the company’s core competitiveness and profitability and realize the sustainable and stable development of the company. Grg Banking Equipment Co.Ltd(002152) it was announced on the same day that it was planned to introduce strategic investors to its subsidiary Pingyun craftsman by increasing capital and shares.
[ China Minmetals Rare Earth Co.Ltd(000831) : the actual controller of the transferee of 40.08% shares of China rare earth group was changed to China rare earth group]
China Minmetals Rare Earth Co.Ltd(000831) announced that Minmetals will transfer 16.1% of its shares in the company, and Minmetals Nonferrous Metals Holdings, a wholly-owned subsidiary of Minmetals, will transfer 100% of its equity of China Minmetals Rare Earth Co.Ltd(000831) group (holding 23.98% of the company) to China rare earth group free of charge, resulting in China rare earth group directly and indirectly holding 40.08% of the company’s shares. After the transfer, the controlling shareholder of the company is still China Minmetals Rare Earth Co.Ltd(000831) group, and the actual controller is changed from China Minmetals to China rare earth group.
[ Lingnan Eco&Culture-Tourism Co.Ltd(002717) : the subsidiary plans to complete the construction of 100 immersive experience theaters within two years]
Lingnan Eco&Culture-Tourism Co.Ltd(002717) according to the announcement on the record of investor relations activities, Hengrun technology, a subsidiary of the company, entered the VR field earlier in China and is now in the first camp in the industry. Hengrun technology’s immersive experience business has completed the construction of more than 60 deep immersive experience theaters in China, and plans to complete the construction of 100 theaters within two years to form an immersive experience theater layout covering major large and medium-sized cities in China. After that, it can produce its own IP content and launch it in all channels to create a perfect closed-loop industrial chain of deep immersive experience. In addition, Hengrun technology has been using virtual human in some science and technology museums and museums since 2018. It is relatively mature and there are no technical obstacles. If customers need, the company can provide a full range of solutions.
[ Zoneco Group Co.Ltd(002069) : the net profit in 2021 is expected to decrease by 39% – 60% year-on-year]
According to the announcement of Zoneco Group Co.Ltd(002069) , the net profit in 2021 is expected to be 6-9 million yuan, a year-on-year decrease of 39.39% – 59.59%. Xiaocai note: the net profit of Q3 is 9.4 million yuan. Based on this calculation, the net profit of Q4 is expected to be 36 million yuan – 39 million yuan, an increase of 282% – 314% month on month.
[ Mango Excellent Media Co.Ltd(300413) : the fourth quarter net profit is expected to decline by 70% – 88.7% month on month]
According to the announcement of Mango Excellent Media Co.Ltd(300413) , the net profit in 2021 is expected to be 2.04 billion yuan – 2.14 billion yuan, a year-on-year increase of 2.92% – 7.96%; The revenue growth of the company’s advertising and operators exceeded 30%. At the end of the year, the number of effective members of mango TV reached 50.4 million, a year-on-year increase of 40%. Xiaocai note: the net profit of Q3 is 529 million yuan. Based on this calculation, the net profit of Q4 is expected to be 60 million yuan – 160 million yuan, down 70% – 88.7% month on month.
[ China Resources Microelectronics Limited(688396) : the net profit in 2021 is expected to increase by 129% – 132% year-on-year]
According to the announcement of China Resources Microelectronics Limited(688396) , the net profit in 2021 is expected to be 2.21 billion yuan – 2.23 billion yuan, with a year-on-year increase of 129% – 132%. The company has received full orders and high overall capacity utilization. Xiaocai note: the net profit of Q3 is 616 million yuan. Based on this calculation, the net profit of Q4 is expected to be 526 million yuan – 546 million yuan, a month on month decrease of 11% – 14%.
[ Imeik Technology Development Co.Ltd(300896) : the net profit in 2021 is expected to increase by 105% – 127% year-on-year]
According to the announcement of Imeik Technology Development Co.Ltd(300896) , the net profit in 2021 is expected to be RMB 900 million-1 billion, with a year-on-year increase of 104.66% – 127.4%. The company’s strategic layout is clear, the product competitiveness continues to improve, and drives the overall growth of business; The product matrix was further enriched, and the breadth and depth of customers covered by the marketing service network were further improved, driving the sales growth of the company; The scale of sales and production was expanded, the scale effect was further apparent, and the profitability was significantly improved. Xiaocai note: Q3 net profit is RMB 283 million. Based on this calculation, Q4 net profit is expected to be RMB 191 million – RMB 291 million, with a month on month change of – 32% – 2%.
[ Shandong Shida Shenghua Chemical Group Company Limite(603026) : the chairman and some executives plan to increase their holdings by 80 million yuan to 100 million yuan]
Shandong Shida Shenghua Chemical Group Company Limite(603026) it is announced that Guo Tianming, chairman of the company, Yu Haiming, general manager, LV Junqi, Secretary of the board of directors, and song Huibao, chief accountant, plan to increase their holdings by 80 million yuan to 100 million yuan within six months.
[ China Life Insurance Company Limited(601628) : the company and the group company plan to increase capital to the property insurance company by 3.6 billion yuan and 5.4 billion yuan respectively]
According to the announcement of China Life Insurance Company Limited(601628) , the company, China Life Insurance Company Limited(601628) insurance (Group) Company (hereinafter referred to as “group company”) and property insurance company intend to sign the capital and share increase contract of China Life Insurance Company Limited(601628) Property Insurance Co., Ltd. before March 31, 2022. Accordingly, the company and the group company plan to increase capital of 3.6 billion yuan and 5.4 billion yuan respectively to the property insurance company; After the completion of this transaction, the registered capital of the property insurance company will increase from 18.8 billion yuan to 27.8 billion yuan, and the company and the group company will continue to hold 40% and 60% of its equity respectively. The purpose of this transaction is to increase the registered capital of property insurance companies to meet the requirements of industry supervision on the capital adequacy ratio of property insurance companies and the business development needs of property insurance companies.
[ Sunwoda Electronic Co.Ltd(300207) equity incentive plan: the cumulative revenue in three years shall not be less than 150 billion yuan]
Sunwoda Electronic Co.Ltd(300207) disclosed the equity incentive plan in 2022, and the total stock rights and interests to be granted to the incentive object shall not exceed 25.78 million shares. The price of the second type of restricted stock granted in the incentive plan is 19.6 yuan / share. The exercise price of stock options is 39.19 yuan / share. The annual performance assessment objectives of restricted stock companies granted for the first time: the operating income value in 2022 shall not be less than 43.2 billion yuan; The cumulative operating income value in the two years from 2022 to 2023 shall not be less than 92.9 billion yuan; The cumulative operating revenue in the three years from 2022 to 2024 shall not be less than 150 billion yuan.
[ Joinn Laboratories (China) Co.Ltd(603127) : the net profit in 2021 is expected to increase by 72% – 82% year-on-year]
According to the announcement of Joinn Laboratories (China) Co.Ltd(603127) , the net profit in 2021 is expected to be RMB 540 million-570 million, with a year-on-year increase of 72.3% – 82.3%. Xiaocai note: the net profit of Q3 is 94 million yuan. Based on this calculation, the net profit of Q4 is expected to be 292 million yuan – 322 million yuan, an increase of 210% – 242% month on month.
[ Boai Nky Medical Holdings Ltd(300109) : the net profit in 2021 is expected to increase by 438% – 483%]
According to the announcement of Boai Nky Medical Holdings Ltd(300109) , the net profit in 2021 is expected to be 240 million yuan – 260 million yuan, with a year-on-year increase of 438.42% – 483.29%; The impact of non recurring profits and losses on the company’s net profit in the current period is RMB 230 million-250 million, mainly due to the company’s sale of biovision equity and foreign investment. Xiaocai note: the net profit of Q3 is 16 million yuan. Based on this calculation, the net profit of Q4 is expected to be 140 million yuan – 160 million yuan, an increase of 775% – 900% month on month.
[Sen Xuan medicine of Beijing stock exchange: the three executives plan to reduce their shares by no more than 0.0177%]
According to the announcement of senxuan medicine of Beijing stock exchange, director Cheng Jian, director Jiang Chunjuan and senior management Zhu Shizhang plan to reduce their total shares by no more than 0.0177%.
Investment & signing
[ Shenzhen Desay Battery Technology Co.Ltd(000049) : it is proposed to build Shenzhen Desay Battery Technology Co.Ltd(000049) energy storage cell project with 7.5 billion yuan]
Shenzhen Desay Battery Technology Co.Ltd(000049) announced that the company plans to set up a holding subsidiary in Changsha Wangcheng economic and Technological Development Zone to build ” Shenzhen Desay Battery Technology Co.Ltd(000049) energy storage cell project”. The project plans to invest 7.5 billion yuan in fixed assets and arrange the energy storage cell project headquarters, R & D center and production center with a capacity of 20gwh in three phases.
[ Shenzhen Dynanonic Co.Ltd(300769) : it is proposed to invest 2 billion yuan in the project of lithium supplement with an annual output of 20000 tons]
According to the announcement of Shenzhen Dynanonic Co.Ltd(300769) , the company plans to sign the framework cooperation agreement on the lithium supplement project with an annual output of 20000 tons with the government of Zhanyi District, Qujing City. The company plans to build the “lithium supplement project with an annual output of 20000 tons” in Zhanyi District, Qujing City, with a total investment of about 2 billion yuan, It is proposed to be implemented by the wholly-owned subsidiary of Shenzhen Defang Chuangyu New Energy Technology Co., Ltd., the holding subsidiary of the company, registered in Zhanyi District, Qujing City.
[ Sunwoda Electronic Co.Ltd(300207) : the subsidiary signed the cooperation framework agreement with Zhongneng Lvhui]
Sunwoda Electronic Co.Ltd(300207) announced that Shenzhen Sunwoda Electronic Co.Ltd(300207) comprehensive energy, a wholly-owned subsidiary, and China energy Lvhui, a wholly-owned subsidiary of Ceepower Co.Ltd(300062) , have recently signed a cooperation framework agreement. In the future, the two sides plan to conduct in-depth cooperation in photovoltaic power generation, energy storage and comprehensive energy services.
[ Shanxi Zhendong Pharmaceutical Co.Ltd(300158) : the subsidiary signed a strategic cooperation agreement with Tongliao municipal government]
Shanxi Zhendong Pharmaceutical Co.Ltd(300158) it was announced that the subsidiary signed a strategic cooperation framework agreement with Tongliao Municipal People’s government to connect the medicinal material planting enterprises and large planting households of Tongliao’s 3 million mu bitter almond base, 130000 Mu Sophora flavescens base, 40000 Mu astragalus root base, 20000 mu licorice base, 20000 mu Platycodon grandiflorum base and 5000 mu windbreak base, and the subsidiary purchased all its qualified products.
equity change
[ Guangzhou Restaurant Group Company Limited(603043) : Guangzhou SASAC plans to transfer 4.64% of the company’s shares]
Guangzhou Restaurant Group Company Limited(603043) it is announced that Guangzhou SASAC plans to transfer 4.637% (i.e. 26228621 shares) of the total share capital of the company to Guangzhou Industrial Investment Holding Group Co., Ltd.
[ Zhejiang Wellsun Intelligent Technology Co.Ltd(300882) : it is proposed to acquire 100% equity of Zhitong fire fighting with 41.3 million yuan]
Zhejiang Wellsun Intelligent Technology Co.Ltd(300882) announced that it plans to acquire 100% equity of Zhejiang Zhitong Fire Network Co., Ltd. for 41.3 million yuan.
[qiangrui Technology: it is proposed to transfer 51% equity of Kunshan furuiming with over raised funds]
Qiangrui technology announced that the company plans to use the over raised funds totaling 40.5 million yuan to invest in Kunshan furuiming. This investment plans to obtain 51% equity of Kunshan furuiming by means of capital increase and equity transfer. Kunshan furuiming’s main customers are Luxshare Precision Industry Co.Ltd(002475) holding subsidiaries such as Likai precision, which mainly supply such customers with fixtures and automation equipment used in the production and manufacturing process of Apple mobile phones and tablets. Kunshan furuiming’s main products are highly consistent with the company.
increase / decrease & repurchase
[ Bethel Automotive Safety Systems Co.Ltd(603596) : shareholder Xiong Liwu plans to reduce his shareholding by no more than 6%]
Bethel Automotive Safety Systems Co.Ltd(603596) it is announced that Xiong Liwu, a shareholder holding 9.88%, plans to reduce his shares by no more than 6%.
[Keda automatic control: the two shareholders plan to reduce their shares by no more than 3.97%]
Coda automatic control announcement, Shenzhen Innovation Investment Group Co., Ltd. and Shanxi red earth innovation and Investment Co., Ltd. proposed total reduction of no more than 3.97% shares.
[ Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) : the shareholder Li Ren and the persons acting in concert intend to reduce the company’s shares by no more than 2.96%]
Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) it is announced that the shareholder Liren and the persons acting in concert intend to reduce their holdings of no more than 2.96% of the company’s shares.
[ Beijing Sun-Novo Pharmaceutical Research Co.Ltd(688621) : Directors and senior managers plan to increase their shares by 10 million yuan to 12 million yuan]
Beijing Sun-Novo Pharmaceutical Research Co.Ltd(688621) it is announced that Liu Yujing, director and general manager, and Zhao Lingyang, director, Secretary of the board of directors and chief financial officer, plan to increase the company’s shares by 10-12 million yuan within 6 months from January 24, 2022.
[ China Kings Resources Group Co.Ltd(603505) : it is proposed to repurchase shares with RMB 50-100 million]
China Kings Resources Group Co.Ltd(603505) announced that the company plans to buy back the company’s shares with RMB 50 million to RMB 100 million for the implementation of employee stock ownership plan or equity incentive. The proposed repurchase price or price range shall not exceed 57 yuan / share (inclusive).
[ Suzhou Hengmingda Electronic Technology Co.Ltd(002947) : it is proposed to repurchase shares of RMB 15 million-30 million]
Suzhou Hengmingda Electronic Technology Co.Ltd(002947) it is announced that it is planned to repurchase shares with 15-30 million yuan, and the repurchase price shall not exceed 55.08 yuan / share; 8 actual controllers and senior managers intend to reduce their shares by no more than 1.14%.
operation & performance
[ Shandong Yulong Gold Co.Ltd(601028) : the net profit in 2021 is expected to increase by 213% – 282% year-on-year]
Shandong Yulong Gold Co.Ltd(601028) disclosed the performance forecast. It is estimated that the net profit in 2021 will be 367 million yuan – 448 million yuan, with a year-on-year increase of 213.05% to 282.15%. During the reporting period, China’s international economy recovered steadily, with strong market demand and active transactions, and commodity prices continued to rise. The gross profit margin of the company’s coal, agriculture and forestry and other bulk commodity trade increased significantly.
[ Wuxi Etek Microelectronics Co.Ltd(688601) : the net profit in 2021 will increase by about 139% year-on-year]
Wuxi Etek Microelectronics Co.Ltd(688601) disclosed the performance forecast. It is estimated that the net profit in 2021 will be about 160 million yuan, with a year-on-year increase of about 138.98%. During the reporting period, the downstream demand of the company’s power management chip industry was strong. The company continued to cultivate in the field of consumer electronics, actively explored new markets and customers, and achieved good growth in sales scale and economic benefits.
[ Hangzhou Chang Chuan Technology Co.Ltd(300604) : the net profit in 2021 is expected to increase by 112% – 171% year-on-year]
According to the announcement of Hangzhou Chang Chuan Technology Co.Ltd(300604) , the net profit attributable to the parent company in 2021 is expected to be 180-230 million yuan, with a year-on-year increase of 112.12% – 171.04%. During the reporting period, the prosperity of the integrated circuit industry was high, and downstream customers had strong demand for the company’s equipment.
[ Guizhou Chanhen Chemical Corporation(002895) : it is estimated that the net profit in 2021 will increase by 120% – 160% year-on-year]
Guizhou Chanhen Chemical Corporation(002895) disclosed the performance forecast. It is estimated that the net profit in 2021 will be 314 million yuan – 371 million yuan, with a year-on-year increase of 120% – 160%. During the reporting period, the sales unit price of the company’s main products and phosphate rock increased, and the gross profit margin increased year-on-year.
[ Zhenjiang Dongfang Electric Heating Technology Co.Ltd(300217) : the net profit in 2021 increased by 90% – 185% year on year]
According to the announcement of Zhenjiang Dongfang Electric Heating Technology Co.Ltd(300217) , the net profit attributable to the parent company in 2021 is expected to be RMB 115 million-173 million, with a year-on-year increase of 90.31% – 185.46%. During the reporting period, the polysilicon industry benefited from the dual drive of national policies and market demand, the new investment of the project increased significantly, and the sales of polysilicon reduction furnace and electric heater for cold hydrogenation also increased significantly; The demand for steel (aluminum) composites for communication optical cables has increased significantly, the product price has continued to rise, and the sales of steel (aluminum) composites for communication optical cables have increased significantly; The business of battery steel shell materials has improved, the sales have increased and the profitability has improved.
[ Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) : the net profit in 2021 is expected to increase by 173% – 203% year-on-year]
According to the announcement of Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , the net profit in 2021 is expected to be 1.85 billion yuan – 2.05 billion yuan, with a year-on-year increase of 173% – 203%. The company’s bivalent HPV vaccine continued to maintain prosperous production and marketing, and its revenue and profit increased rapidly; As the covid-19 pneumonia epidemic has not been effectively controlled, the demand for overseas testing has increased significantly, and the company’s covid-19 raw material sales and overseas testing reagent export revenue have increased rapidly.
contract & project winning
[ Ningbo Orient Wires & Cables Co.Ltd(603606) : the bid winning total is about 1.015 billion yuan. Related projects]
Ningbo Orient Wires & Cables Co.Ltd(603606) announcement: Recently, the company has successively received the letter of acceptance from the bidding agency, and the bid winning amount related to land cable system is about 440 million yuan; The bid winning amount related to submarine cable system is about 574 million yuan; The total bid winning amount of the project is about 1.015 billion yuan. The performance of the contract will have a positive impact on the company’s future business performance, but will not affect the company’s business independence.
[ Tibet Tianlu Co.Ltd(600326) : the consortium won the bid for a comprehensive development project with a total investment of about 9.8 billion yuan]
Tibet Tianlu Co.Ltd(600326) it is announced that the company, together with Chengdu exploration and Research Institute, western construction investment, the Third Bureau of safety and energy, Mingyue real estate, power construction group and the fifth Bureau of hydropower, jointly formed a consortium to participate in the bidding and win the bid for the comprehensive development project in the European industrial city area of Qingbaijiang. The total investment of the project is preliminarily estimated to be about 9.8 billion yuan, and the project capital accounts for about 30% of the total investment, that is, the project capital is about 2.94 billion yuan. All parties of the consortium and the government invested on behalf of rongou company to jointly establish the project company. The registered capital of the project company is 200 million yuan, and the shareholding ratio of the company is 14%, that is, the company needs to invest 28 million yuan in the first batch. According to the estimation of the capital of the project of 2.94 billion yuan, the company needs to invest no more than 412 million yuan.
[ Fujian Superpipe Co.Ltd(300198) : won the bid for the procurement project of rainwater and sewage drainage pipes of 36.5442 million yuan]
According to the announcement of Fujian Superpipe Co.Ltd(300198) , the company received the bid winning notice from CSCEC Tunnel Construction Co., Ltd. on January 20, 2022, confirming that the company has become the bid winner of “procurement of rainwater and sewage drainage pipes for yipinhe project of CSCEC tunnel Chongqing Branch”, with the bid winning amount of 36.5442 million yuan (including tax), accounting for 4.08% of the audited operating revenue of the company in 2020.
financing & fixed increase
[ Hnac Technology Co.Ltd(300490) : the proposed issuance of convertible bonds will raise no more than 1 billion yuan]
Hnac Technology Co.Ltd(300490) announced that it plans to issue convertible bonds to raise no more than 1 billion yuan for the acquisition of 96.20% equity of Chengbu shanneng, energy storage power station construction project, Chengbu Rulin 100MW / 200mwh energy storage power station construction, Guidong 100MW / 200mwh energy storage power station construction, industrial park “photovoltaic + energy storage” integration project and supplementary working capital.
share price change
[ Sgsg Science&Technology Co.Ltd.Zhuhai(300561) : the company’s business does not involve digital currency temporarily]
Sgsg Science&Technology Co.Ltd.Zhuhai(300561) issued a change announcement. The company’s main business is to use artificial intelligence technology, Internet of things technology, password algorithm and other technologies to provide professional solutions and services for operation management, risk control, network transformation and channel construction of customers in the financial industry. The company’s business does not involve digital currency for the time being.
others
[ Inner Mongolia Pingzhuang Energy Resources Co.Ltd(000780) : delisting and delisting of the company’s shares]
Inner Mongolia Pingzhuang Energy Resources Co.Ltd(000780) announced that Shenzhen Stock Exchange has agreed to terminate the listing and delisting of the company’s RMB common shares from January 24, 2022.
[ Ping An Insurance (Group) Company Of China Ltd(601318) : appoint Deng bin as the company’s chief investment officer]
According to the announcement of Ping An Insurance (Group) Company Of China Ltd(601318) , Deng bin was appointed as the chief investment officer of the company. Deng Bin’s qualification has yet to be approved by Bank Of China Limited(601988) Insurance Regulatory Commission.
[ Zjbc Information Technology Co.Ltd(000889) reply to the concern letter: the provision for asset impairment is reasonable, and there is no financial “big bath”]
Zjbc Information Technology Co.Ltd(000889) in reply to the letter of concern of Shenzhen Stock Exchange, it is said that due to the out of control of Jiahua information and the company no longer includes it in the scope of consolidated statements, the company plans to withdraw an asset impairment provision of RMB 1.480 billion for the balance of long-term equity investment of Jiahua information and confirm an investment loss of RMB 287 million. There is no financial “big bath”. At present, Jiahua information is out of control and no longer included in the scope of the company’s consolidated statements, the asset impairment test results have no significant impact on the company’s 2021 financial report.
