[hot spot]
Guangdong Sunwill Precising Plastic Co.Ltd(002676) : the SASAC of Guangzhou Development Zone has become the actual controller of the company
Guangdong Sunwill Precising Plastic Co.Ltd(002676) (002676) announced on January 21 that on January 20 and 21, Guangzhou Development Zone Zhizao Industrial Investment Co., Ltd. (hereinafter referred to as “Guangkai industrial investment”) bought 1.22% of the company’s shares from the secondary market. Up to now, Guangkai industrial investment holds 23.54% of the company’s shares. If the transfer of the remaining shares in the previous judicial auction is completed, Guangkai industrial investment will hold 28.14% of the company’s shares. At present, Guangkai industrial investment has actually formed a control relationship with the company, and can also make unilateral decisions or have a substantial impact on the company’s business policies and decisions on major matters, which has changed the situation that the company has no controlling shareholder and actual controller. Guangkai industrial investment has become the controlling shareholder of the company, and the state owned assets supervision and Administration Bureau of Guangzhou Development Zone has become the actual controller of the company.
Zhejiang Great Shengda Packing Co.Ltd(603687) : it is proposed to cooperate to establish a joint scientific research platform to study and provide 5g industrial Internet solutions
Zhejiang Great Shengda Packing Co.Ltd(603687) (603687) announced on January 21 that it signed a strategic cooperation framework agreement with Zhejiang digital content research institute, higher Research Institute of University of Electronic Science and Technology (Shenzhen) and higher Research Institute of information technology of Zhejiang University, jointly initiated the establishment of a joint research platform of non independent legal persons, and realized the virtual reality link in artificial intelligence through industrial Internet and digital twin technology, The immersive characters can connect virtual reality with reality in the virtual reality platform.
Jiangxi Black Cat Carbon Black Inc.Ltd(002068) : it is proposed to jointly build PVDF and supporting industrial chain project with Lecron Industrial Development Group Co.Ltd(300343)
Jiangxi Black Cat Carbon Black Inc.Ltd(002068) (002068) announced on January 21 that it plans to jointly invest with Lecron Industrial Development Group Co.Ltd(300343) (300343) to establish “Inner Mongolia Lianhe fluorocarbon New Material Co., Ltd. in Wuhai City, Inner Mongolia. The registered capital is proposed to be 500 million yuan, the company’s subscribed capital is 100 million yuan and Lecron Industrial Development Group Co.Ltd(300343) subscribed capital is 400 million yuan. The proposed new project of the joint venture is planned to be 50000 T / a PVDF and supporting industrial chain project. Jiangxi Black Cat Carbon Black Inc.Ltd(002068) said that the construction of the joint venture project will help the company enrich its product structure, quickly cut into the new energy material industry and create a new profit growth point.
Gansu Shangfeng Cement Co.Ltd(000672) : it is proposed to jointly layout photovoltaic power generation and energy storage with sunshine new energy
Gansu Shangfeng Cement Co.Ltd(000672) (000672) it was announced on January 21 that the strategic cooperation framework agreement was signed with sunshine new energy and Hefei Yixin. Based on the project bases, relying on the characteristics of location advantages and its own demand for green energy, the company combined sunshine new energy’s advantages in technology, construction, intelligent operation and maintenance in photovoltaic power generation, energy storage and other new energy industries, And Hefei, relying on its advantages in investment and operation scheme planning and design and professional consulting of photovoltaic energy storage projects, jointly layout green energy industries such as photovoltaic power generation and energy storage, promote the company’s industrial green, economic, energy saving and sustainable development, and achieve win-win cooperation among the three parties.
Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) : the impact of MPP covid-19 oral drug production license on income cannot be predicted
Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) (600196) announced on January 21 that MPP (i.e. “drug patent pool organization”) granted the Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) industry, the holding subsidiary of the company, the license to use relevant patents and know-how in the region to carry out the production, commercialization and related rights of molnupiravir, an oral drug for covid-19 treatment. This license is non exclusive; The licensed areas are 105 low-income countries / regions such as India, Pakistan and C ô te d’Ivoire, excluding China. Before the commercial production of cooperative drugs under the license, relevant technical handover needs to be completed, and the production facilities need to be approved by SRA or certified by who PQ. The impact of this license on the current and future revenue and profit of the group cannot be predicted.
[M & A]
Henan Lantian Gas Co.Ltd(605368) : proposed to acquire 52% equity of Changge Lantian
Henan Lantian Gas Co.Ltd(605368) (605368) on January 21, it disclosed the plan for issuing shares to purchase assets and related party transactions. It plans to issue shares to Yulong industry to purchase 52% equity of Changge Lantian, and the transaction price has not been finalized. Changge Lantian is engaged in urban gas business in Changge City, Henan Province. After the completion of this transaction, Changge Lantian will become a wholly-owned subsidiary of the company, and the urban gas business area of the company will be further expanded.
Hangzhou Chang Chuan Technology Co.Ltd(300604) : it is proposed to purchase 97.67% equity of Changyi technology and resume trading on the 24th
Hangzhou Chang Chuan Technology Co.Ltd(300604) (300604) disclosed the transaction plan on January 21. The company plans to purchase 97.67% equity of Changyi technology from Paradise Silicon Valley Hangshi and others through issuing shares, and the transaction price is tentatively RMB 274 million. After the transaction is completed, the company will hold 100% equity of Changyi technology. At the same time, the company plans to raise funds. Hangzhou Chang Chuan Technology Co.Ltd(300604) it is mainly engaged in special testing equipment for integrated circuits, and its main products are testing machines and sorting machines. The core product of Changyi technology’s operational asset exis is mainly turret sorter. This transaction will help listed companies enrich product types. The trading of the company’s shares resumed on January 24.
[refinancing]
Chengdu Xuguang Electronics Co.Ltd(600353) : it is proposed to raise no more than 550 million yuan, and the controlling shareholders participate in the subscription
Chengdu Xuguang Electronics Co.Ltd(600353) (600353) announced on January 21 that it plans to raise no more than 550 million yuan from non-public offering of shares to no more than 35 specific objects, including the new group, the controlling shareholder of the company, for the production expansion project of electronic packaging ceramic materials, the industrialization project of electronic ceramic materials and supplementary working capital. Among them, the new group intends to subscribe for no more than 30% of the total number of issues and no less than 10% of the total number of issues.
[business performance]
Hangzhou Silan Microelectronics Co.Ltd(600460) : the net profit in 2021 is expected to increase by 2145% – 2165%
Hangzhou Silan Microelectronics Co.Ltd(600460) (600460) announced on January 21 that the net profit in 2021 is expected to increase by 1.45-1.46 billion yuan, with a year-on-year increase of 2145% – 2165%. The company’s products continue to make breakthroughs in high threshold markets such as white power, communication, industry, photovoltaic and new energy vehicles; The operating revenue of power management chips, MEMS sensors, IPM (intelligent power module), MOSFET, IGBT, SBD, TVs, FRD, led and other products increased significantly, the product structure continued to be optimized, the comprehensive gross profit margin of products improved significantly, and the operating profit increased significantly.
Tianjin Lisheng Pharmaceutical Co.Ltd(002393) : the net profit in 2021 is expected to increase by 1177% – 1525%
Tianjin Lisheng Pharmaceutical Co.Ltd(002393) (002393) disclosed the performance forecast on January 21. It is estimated that the net profit in 2021 will be 110 million yuan – 140 million yuan, with a year-on-year increase of 1176.8% – 1525.02%.
In the same period of last year, the company made a profit of 8.6153 million yuan. In the previous year, the company terminated the 23 price pneumococcal polysaccharide vaccine project and made a large impairment provision of 58.15 million yuan for relevant assets. Affected by this factor, the net profit base of the previous year was low.
Sunrise Group Company Limited(002752) : the net profit in 2021 is expected to increase by 1117% – 1233%
Sunrise Group Company Limited(002752) (002752) announced on January 21 that the net profit in 2021 is expected to be 166-182 million yuan, a year-on-year increase of 1116.9% – 1232.73%. In the same period of last year, the company made a profit of 13.6412 million yuan. The market demand and orders of the company’s main products have increased significantly year-on-year, and have exceeded the average level of normal years. In particular, the orders of new energy beverage customers have increased significantly, which has driven the double growth of the company’s main business of can making and filling; The market development of the company’s high-end aluminum bottle project has made breakthrough progress and is in the stage of continuous release of production capacity.
Henan Shenhuo Coal&Power Co.Ltd(000933) : the net profit in 2021 increased by 767.04% year-on-year
Henan Shenhuo Coal&Power Co.Ltd(000933) (000933) disclosed the performance forecast on January 21. It is estimated that the net profit in 2021 will be 3.107 billion yuan, a year-on-year increase of 767.04%. With the gradual commissioning of Yunnan hydropower aluminum integration project, the sales volume of electrolytic aluminum products of the company increased by 400000 tons; Meanwhile, affected by the year-on-year rise in the prices of electrolytic aluminum and coal, the profitability of the company’s electrolytic aluminum and coal business has been greatly enhanced.
Hunan Changyuan Lico Co.Ltd(688779) : the net profit in 2021 is expected to increase by 519% to 538% year-on-year
Hunan Changyuan Lico Co.Ltd(688779) (688779) announced on January 21 that the net profit in 2021 is expected to be 680 million yuan to 700 million yuan, with a year-on-year increase of 519.37% to 537.58%. During the reporting period, there was a strong demand for new energy vehicles, the installed capacity of power batteries surged, the demand of downstream customers for the company’s products increased rapidly, and the production and sales of the company’s products increased significantly year-on-year.
Shenzhen Sunmoon Microelectronics Co.Ltd(688699) performance express: net profit in 2021 increased by 492.87% year-on-year
Shenzhen Sunmoon Microelectronics Co.Ltd(688699) (688699) released the performance express of 2021 on January 21, realizing a total operating revenue of 1.251 billion yuan, a year-on-year increase of 138.21%; The net profit was 648 million yuan, a year-on-year increase of 492.87%; The basic earnings per share is 8.71 yuan. In 2021, the upstream wafer packaging capacity of the company’s integrated circuit industry was in short supply, and the downstream demand was strong. The sales volume of each product line of the company increased significantly, and the profitability continued to improve.
Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) : the net profit in 2021 is expected to increase by 473% – 553%
Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) (600123) announced on January 21 that the net profit in 2021 is expected to be RMB 2.15-2.45 billion, with a year-on-year increase of 473.33% – 553.33%. The prices of the company’s leading products such as coal and urea remained high, and the sales volume and price of products increased simultaneously.
Huafon Chemical Co.Ltd(002064) : it is estimated that the net profit in 2021 will increase by 244% – 255%
Huafon Chemical Co.Ltd(002064) (002064) announced on January 21 that the net profit in 2021 is expected to be 7.85 billion yuan – 8.1 billion yuan, with a year-on-year increase of 244.43% – 255.4%. During the reporting period, the price and sales volume of the company’s main products increased compared with the same period of last year: the price of spandex products increased significantly compared with the same period of last year, and the profit level increased significantly year-on-year; Secondly, the prices and sales of adipic acid and polyurethane stock solution products increased significantly compared with the same period of last year, and the profit level increased year-on-year.
Ecovacs Robotics Co.Ltd(603486) : the net profit in 2021 is expected to increase by 211% – 219%
Ecovacs Robotics Co.Ltd(603486) (603486) disclosed the performance forecast on January 21. It is estimated that the net profit in 2021 will be 2-2.05 billion yuan, with a year-on-year increase of 211% – 219%. During the reporting period, the company successfully launched a number of global best-selling household services Siasun Robot&Automation Co.Ltd(300024) and high-end intelligent life appliances, promoting the rapid growth of business revenue of the two brands.
Eaglerise Electric & Electronic (China) Co.Ltd(002922) : the net profit in 2021 will increase by 221% – 308%
Eaglerise Electric & Electronic (China) Co.Ltd(002922) (002922) disclosed the performance forecast on January 21. It is estimated that the net profit in 2021 will be 165-210 million yuan, with a year-on-year increase of 220.8% – 308.29%. In February 2021, the company completed the sale of the land use right and aboveground buildings located in Nanhai District, Foshan City and 95% equity of the wholly-owned subsidiary Foshan Eaglerise Electric & Electronic (China) Co.Ltd(002922) Industrial Development Co., Ltd., which had an impact on the net profit of about 104 million yuan. During the reporting period, the market demand of photovoltaic industry was strong, and the company’s new energy products achieved rapid growth; In addition, lighting products have also achieved relatively stable growth.
Jiangsu Zhengdan Chemical Industry Co.Ltd(300641) : the net profit in 2021 is expected to increase by 133% – 179%
Jiangsu Zhengdan Chemical Industry Co.Ltd(300641) (300641) disclosed the performance forecast on January 21. It is estimated that the net profit in 2021 will be RMB 100 million-120 million, with a year-on-year increase of 132.57% – 179.09%. During the reporting period, benefiting from the recovery of market demand, the sales volume and average selling price of the company’s main products increased year-on-year. At the same time, the gross profit margin of unit products increased year-on-year, and the overall profitability of the company improved.
Zhejiang Sanmei Chemical Industry Co.Ltd(603379) : the net profit in 2021 is expected to increase by 111.86% – 161.44%
Zhejiang Sanmei Chemical Industry Co.Ltd(603379) (603379) announced on January 21 that it is expected that the net profit in 2021 will be 470-580 million yuan, with a year-on-year increase of 111.86% – 161.44%. Benefiting from the rapid growth of downstream PVDF (polyvinylidene fluoride) demand, the company’s product hcfc-142b, as the raw material of PVDF, is in short supply in the market, with a large year-on-year increase in price and a significant year-on-year increase in product gross profit margin. At the same time, the gross profit margin of HFCS refrigerant, the company’s main product, has improved over the previous year, which has a partial positive impact on the performance.
Shanxi Blue Flame Holding Company Limited(000968) : the net profit in 2021 is expected to increase by 108% – 164%
Shanxi Blue Flame Holding Company Limited(000968) (000968) disclosed the performance forecast on January 21. It is estimated that the net profit in 2021 will be 260 million yuan – 330 million yuan, with a year-on-year increase of 108.21% – 164.27%. Throughout the year, the company achieved sales of 1.099 billion cubic meters of coalbed methane, a year-on-year increase of 20.5%, and the profitability of its main business was significantly enhanced.
Wuhu Fuchun Dye And Weave Co.Ltd(605189) : it is expected that the net profit in 2021 will increase by 94% – 112% year-on-year
Wuhu Fuchun Dye And Weave Co.Ltd(605189) (605189) announced on January 21 that the net profit in 2021 is expected to be 220 million yuan – 240 million yuan, with a year-on-year increase of 94.15% – 111.8%. In 2021, the recovery of China’s and international consumer markets will accelerate, China’s textile industry will flourish, and commodity prices will continue to rise; The company’s production and sales volume increased significantly, giving birth to the rapid growth of performance.
Guangdong Provincial Expressway Development Co.Ltd(000429) performance express: net profit in 2021 increased by 95.94% year-on-year
Guangdong Provincial Expressway Development Co.Ltd(000429) (000429) disclosed the performance express on January 21. In 2021, the total operating revenue was 5.288 billion yuan, a year-on-year increase of 39.51%; The net profit was 1.7 billion yuan, a year-on-year increase of 95.94%; The basic earnings per share is 0.81 yuan.
Advanced Micro-Fabrication Equipment Inc.China(688012) : the net profit in 2021 is expected to increase by 93% – 109%
Advanced Micro-Fabrication Equipment Inc.China(688012) (688012) announced on January 21 that the net profit in 2021 is expected to be 950 million yuan – 1.03 billion yuan, a year-on-year increase of 93.01% – 109.26%. During the reporting period, the company’s etching equipment revenue was RMB 2.004 billion, with a year-on-year increase of about 55.44% and a gross profit margin of 44.4%. Due to the downstream market reasons and the unrecognized revenue of the newly signed Mini led MOCVD equipment scale orders this year, the MOCVD equipment revenue was 503 million yuan, a year-on-year increase of 1.5%, but the gross profit margin of MOCVD equipment reached 33.1%, a significant increase over the previous year.
Xlinmen Furniture Co.Ltd(603008) : the net profit in 2021 is expected to increase by 75.49% – 78.68%
Xlinmen Furniture Co.Ltd(603008) (603008) announced on January 21 that the company expects the annual net profit in 2021 to be 550 million yuan to 560 million yuan, with a year-on-year increase of 75.49% to 78.68%. The company operated steadily, concentrated resources, focused on the core business of furniture, deeply cultivated the sleep industry, Wuxi Online Offline Communication Information Technology Co.Ltd(300959) channels expanded rapidly, the independent brand business maintained rapid growth, and the market share increased steadily.
Beijing Yuanliu Hongyuan Electronic Technology Co.Ltd(603267) : the net profit in 2021 will increase by 65% – 71% year-on-year
Beijing Yuanliu Hongyuan Electronic Technology Co.Ltd(603267) (603267) announced on January 21 that the net profit in 2021 is expected to be RMB 800 million-830 million, with a year-on-year increase of 65% – 71%. The company’s electronic components industry has a high prosperity, and downstream customers have strong demand for the company’s core products, multi-layer ceramic capacitors and DC filters. The company speeds up the capacity climbing speed of Suzhou production base; The company’s Chengdu industrial base was put into use, expanding the company’s product categories, and new products began to contribute to operating revenue.
China Tourism Group Duty Free Corporation Limited(601888) performance express: net profit in 2021 increased by 56.23% year-on-year
China Tourism Group Duty Free Corporation Limited(601888) (601888) disclosed the performance express on January 21. In 2021, the total operating revenue was 67.669 billion yuan, a year-on-year increase of 28.65%; The net profit was 9.592 billion yuan, a year-on-year increase of 56.23%; The basic earnings per share is 4.91 yuan. During the reporting period, the company’s offshore tax-free business continued to maintain high growth; The subsidiaries of the company and capital airport reach an agreement on the rent concession of the third contract year and sign a supplementary agreement; Some subsidiaries of the company in Hainan enjoy a preferential corporate income tax rate of 15% from 2020.
Sichuan Haowu Electromechanical Co.Ltd(000757) : the net profit in 2021 is expected to increase by 52% – 90% year-on-year
Sichuan Haowu Electromechanical Co.Ltd(000757) (000757) disclosed the performance forecast on January 21. It is estimated that the net profit in 2021 will be 80-100 million yuan, with a year-on-year increase of 51.68% – 89.6%. The revenue of the company’s passenger car distribution and automobile aftermarket service business and crankshaft business increased significantly compared with the same period of last year (the base number affected by covid-19 epidemic in the same period of last year was low), and the profit level also increased significantly compared with the same period of last year.
Haining China Leather Market Co.Ltd(002344) : the net profit in 2021 is expected to increase by 54% – 80% year-on-year
Haining China Leather Market Co.Ltd(002344) (002344) disclosed the performance forecast on January 21. It is estimated that the net profit in 2021 will be 300 million yuan – 350 million yuan, with a year-on-year increase of 54.19% to 79.88%. During the reporting period, the operation of market entities continued to be stable, resulting in the steady recovery of rental and property management income, and the steady growth of logistics and warehousing service income; The company strengthened the management of funds and investment projects, and the investment income increased rapidly.
Baoji Titanium Industry Co.Ltd(600456) : the net profit in 2021 is expected to increase by 51.66% – 59.93%
Baoji Titanium Industry Co.Ltd(600456) (600456) disclosed the performance forecast on January 21. It is estimated that the net profit in 2021 will be 550 million yuan – 580 million yuan, with a year-on-year increase of 51.66% to 59.93%. The company actively grasped the market development opportunities of titanium industry, the sales revenue of main business products increased year-on-year, and the profitability was significantly enhanced.
Beijing-Shanghai High Speed Railway Co.Ltd(601816) : the net profit in 2021 is expected to increase by 43% – 58% year-on-year
Beijing-Shanghai High Speed Railway Co.Ltd(601816) (601816) disclosed the performance forecast on January 21. It is estimated that the net profit in 2021 will be 4.609 billion-5.094 billion yuan, with a year-on-year increase of 42.75% – 57.77%. During the reporting period, the company actively promoted increasing revenue, reducing expenditure and reducing consumption, optimized the transport capacity structure in combination with the changes of passenger flow, timely reduced the parking of low occupancy trains and reduced operating costs, and achieved better results than expected.
Pharmaron Beijing Co.Ltd(300759) : it is expected that the net profit in 2021 will increase by 35% – 45%
Pharmaron Beijing Co.Ltd(300759) (300759) disclosed the performance forecast on January 21. It is estimated that the net profit in 2021 will be RMB 1.583 billion-1.7 billion, with a year-on-year increase of 35% – 45%. The company’s main business income increased steadily; The company’s revenue is mainly denominated in US dollars. The average exchange rate of US dollars to RMB in 2021 decreased by about 6.5% compared with the previous year, which has a certain negative impact on the company’s operating revenue and net profit.
Guangzhou Yuexiu Financial Holdings Group Co.Ltd(000987) performance express: net profit increased by 56% after non deduction in 2021
Guangzhou Yuexiu Financial Holdings Group Co.Ltd(000987) (000987) the performance express disclosed on January 21: in 2021, the total operating revenue was 13.337 billion yuan, a year-on-year increase of 37.69%; The net profit was 2.468 billion yuan, a year-on-year decrease of 46.52%; The decrease in net profit was mainly due to the completion of the sale of 100% equity of Guangzhou securities to Citic Securities Company Limited(600030) in 2020, the recognition of investment income and the receipt of government subsidies, which affected the net profit of 3.018 billion yuan. In 2021, the company’s net profit after deducting non-profit increased by 56.04% year-on-year.
Guotai Junan Securities Co.Ltd(601211) performance express: net profit in 2021 increased by 34.98% year-on-year
Guotai Junan Securities Co.Ltd(601211) (601211) disclosed the performance express on January 21. In 2021, the operating revenue was 42.669 billion yuan, an increase of 21.22% year-on-year; The net profit was 15.013 billion yuan, a year-on-year increase of 34.98%; The basic earnings per share is 1.65 yuan.
China Merchants Securities Co.Ltd(600999) performance express: net profit in 2021 increased by 22.35% year-on-year
China Merchants Securities Co.Ltd(600999) (600999) released the performance express on January 21. In 2021, the total operating revenue was 29.386 billion yuan, a year-on-year increase of 21.04%; The net profit was 11.613 billion yuan, a year-on-year increase of 22.35%; The basic earnings per share is 1.24 yuan.
Guilin Layn Natural Ingredients Corp(002166) : the net profit in 2021 will increase by 30% – 50% year-on-year
Guilin Layn Natural Ingredients Corp(002166) (002166) disclosed the performance forecast on January 21. It is estimated that the net profit in 2021 will be 112-129 million yuan, with a year-on-year increase of 30.25% – 50.02%. During the reporting period, the revenue of the company’s plant extraction business maintained a high growth trend and is expected to increase by more than 50% year-on-year, which has fully made up for the impact of the sharp decline in BT project revenue.
Ningbo Zhoushan Port Company Limited(601018) performance express: net profit in 2021 increased by 21.84% year-on-year
Ningbo Zhoushan Port Company Limited(601018) (601018) disclosed the performance express on January 21. In 2021, the total operating revenue was 23.088 billion yuan, a year-on-year increase of 7.17%; The net profit was 4.26 billion yuan, a year-on-year increase of 21.84%; The basic earnings per share is 0.27 yuan.
Lecron Industrial Development Group Co.Ltd(300343) : the expected profit in 2021 is 290 million to 340 million yuan, and the loss is reversed year-on-year
Lecron Industrial Development Group Co.Ltd(300343) (300343) disclosed the performance forecast on January 21. It is estimated that the net profit in 2021 will be 290-340 million yuan, with a loss of 87.3832 million yuan in the same period of last year. During the reporting period, affected by the market situation of new energy lithium battery materials, the price of fluorine-containing new materials increased sharply, which is a new profit growth point of the company. By the end of the reporting period, the loss making businesses in the Internet sector had been sold.
Sonoscape Medical Corp(300633) : the pre profit in 2021 is 205 million to 255 million yuan, and the loss is reversed year-on-year
Sonoscape Medical Corp(300633) (300633) disclosed the performance forecast on January 21. It is estimated that the net profit in 2021 will be 205-255 million yuan, with a loss of 46.2631 million yuan in the same period of last year. During the reporting period, the company’s ultrasound business grew steadily and the endoscopy business maintained a high growth rate. With the normalization of the epidemic, the foreign business improved significantly compared with the same period last year. In 2021, the company’s revenue reached a record high, representing that the company’s “ultrasound + endoscopy” two legged strategy is becoming more and more mature, and the company’s operation is becoming more and more stable.
Perfect World Co.Ltd(002624) : the net profit in 2021 is expected to decrease by 74.81% to 77.4%
Perfect World Co.Ltd(002624) (002624) announced on January 21 that the net profit in 2021 is expected to be 350 million yuan to 390 million yuan, a year-on-year decrease of 74.81% to 77.4%. The company’s game business is in the key stage of strategic upgrading and product innovation iteration. There is periodic pressure on the performance during the transformation period, and it is expected to achieve a profit of 670 million yuan – 690 million yuan, a year-on-year decrease of 70.68% – 69.81%; The film and television business is expected to incur a loss of 170 million yuan to 190 million yuan due to the loss of fair value change caused by the single investment of Universal Pictures.
Guangzhou Hengyun Enterprises Holdings Ltd(000531) : the net profit in 2021 is expected to decrease by 77% – 84%
Guangzhou Hengyun Enterprises Holdings Ltd(000531) (000531) the performance forecast was disclosed on January 21. It is estimated that the net profit in 2021 will be 125-179 million yuan, a year-on-year decrease of 77% – 84%. During the reporting period, the sharp rise in coal price led to a significant increase in coal cost and a loss in power business; The real estate business profit of HENGJIAN Investment Co., Ltd., a holding subsidiary, decreased year-on-year.
China Oilfield Services Limited(601808) : the net profit in 2021 is expected to decrease by 87% – 91%
China Oilfield Services Limited(601808) (601808) announced on January 21 that it is expected that the net profit in 2021 will decrease by 2.35-2.47 billion yuan, a year-on-year decrease of 87% – 91%. During the reporting period, the international oil companies were still cautious in their investment in oil and gas exploration and development, the oversupply in the international oilfield service market was limited, the operating price and utilization rate of some large equipment of the company were low, and there were signs of impairment. It is expected that the impairment loss of fixed assets will be about 2.01 billion yuan in 2021.
Changbai Mountain Tourism Co.Ltd(603099) : it is estimated that the net loss in 2021 will be 50 million yuan
Changbai Mountain Tourism Co.Ltd(603099) (603099) announced on January 21 that it is expected that the net loss in 2021 will be 50 million yuan, a year-on-year decrease of 10.35%. Due to the repeated epidemic, the number of tourists recovered slowly in 2021, and the annual income still can not cover the total cost; The company suffered losses in 2021 due to the increase of operating costs and the fact that it no longer enjoys tax relief policies.
Shandong Gold Phoenix Co.Ltd(603586) : it is estimated that the loss in 2021 will be 55.7758 million yuan
Shandong Gold Phoenix Co.Ltd(603586) (603586) announced on January 21 that it is expected to have a loss of 55.7758 million yuan in 2021 and a profit of 163 million yuan in the same period of last year. Affected by the sharp appreciation of RMB against the US dollar and the rise of raw material prices, the gross profit margin of the company’s main products decreased compared with the same period; The futures investment losses of the company’s subsidiaries are large.
Chalkis Health Industry Co.Ltd(000972) : it is estimated that the loss in 2021 will decrease by 54.9% – 69.9%
Chalkis Health Industry Co.Ltd(000972) (000972) announced on January 21 that it is expected to lose 120 million yuan to 80 million yuan in 2021, with a year-on-year decrease of 54.87% – 69.91%. In 2021, the company’s tomato industry has resumed production, and its subsidiary Xinjiang Zhongji Red Tomato Industry Co., Ltd. completed the production of large barrels of ketchup products and realized product sales. At the same time, in order to adjust and optimize the industrial chain structure of tomato products, the company has started to organize the recovery of the production and sales of lycopene health products and the preparation of small package ketchup, with a view to consolidating and developing the “red industry” of tomato.
Shenzhen Baoming Technology Co.Ltd(002992) : an advance loss of 280 million yuan to 380 million yuan in 2021
Shenzhen Baoming Technology Co.Ltd(002992) (002992) disclosed the performance forecast on January 21. It is estimated that the loss in 2021 will be 280 million yuan – 380 million yuan, and the profit in the same period of last year will be 30.8872 million yuan. Due to the increasingly fierce competition in the mobile phone backlight market and the continuous decline of order prices, the sales prices of some models of products are not enough to make up for their manufacturing costs, resulting in a significant decline in the revenue and profit of mobile phone backlight products. The company has accrued corresponding impairment reserves for assets that may be impaired.
Suzhou Kingswood Education Technology Co.Ltd(300192) : an advance loss of 383 million yuan to 483 million yuan in 2021
Suzhou Kingswood Education Technology Co.Ltd(300192) (300192) disclosed the performance forecast on January 21. It is estimated that there will be a loss of 383 million yuan to 483 million yuan in 2021 and a profit of 114 million yuan in the same period of last year. During the reporting period, affected by the “double reduction policy”, the business operation related to K12 of the company faced great uncertainty. The company accrued the provision for goodwill impairment related to K12, and accrued the possible disposal and other losses of K12 related business in the future, resulting in a loss in operating performance.
Raisecom Technology Co.Ltd(603803) : an advance loss of 820 million yuan to 850 million yuan in 2021
Raisecom Technology Co.Ltd(603803) (603803) announced on January 21 that it is expected to have a loss of 820 million yuan to 850 million yuan in 2021 and a net profit of 138 million yuan in the same period of last year. In the private network communication business conducted by the wholly-owned subsidiary Beijing Shenlan XunTong Technology Co., Ltd., there were concentrated violations of customers’ overdue payment and suppliers’ overdue supply during the reporting period. Combined with the actual situation of private network business and relevant litigation progress, the company accrued an impairment loss of RMB 850 million in total.
Zhejiang Unifull Industrial Fibre Co.Ltd(002427) : an advance loss of 1.15 billion yuan to 1.55 billion yuan in 2021
Zhejiang Unifull Industrial Fibre Co.Ltd(002427) (002427) disclosed the performance forecast on January 21. It is estimated that there will be a loss of 1.15 billion yuan to 1.55 billion yuan in 2021, and a loss of 751 million yuan in the same period of last year. In 2021, the price of raw materials rose all the way. Affected by the investment of new production capacity, intensified industrial competition, soaring sea freight, epidemic and other factors, the price increase of the company’s polyester industrial yarn and its ancillary products was weak, and the gross profit margin decreased compared with the same period of last year. The company plans to make provision for impairment of various assets totaling about 554 million yuan.
Huadian Energy Company Limited(600726) : the estimated net loss in 2021 is about 3 billion yuan
Huadian Energy Company Limited(600726) (600726) announced on January 21 that it is expected to lose about 3 billion yuan in 2021 and 1.1 billion yuan in the same period of last year.
The main reasons for the pre loss of performance in 2021 are: first, due to the continuous sharp rise of coal price and tight supply, the fuel cost increased by about 1.1 billion yuan year-on-year; Second, the profit of the company’s main participating units Shenyang Jinshan Energy Co.Ltd(600396) decreased, which affected the company’s investment income by about 400 million yuan year-on-year; Third, the power generation decreased year-on-year, reducing profits by about 300 million yuan.
Cosco Shipping Energy Transportation Co.Ltd(600026) : a loss of 4.92 billion yuan to 5.12 billion yuan in 2021
Cosco Shipping Energy Transportation Co.Ltd(600026) (600026) announced on January 21 that it is expected to lose 4.92 billion yuan to 5.12 billion yuan in 2021, and the net profit in the same period of last year is 2.37 billion yuan. The continuous downturn of the international oil transportation market in 2021 and the rigid growth of epidemic prevention costs in the post epidemic period have seriously affected the business performance of the company and its subsidiaries; During the reporting period, provision for asset impairment was made for 94 ships, totaling about 4.96 billion yuan.
Wens Foodstuff Group Co.Ltd(300498) : an advance loss of 13-13.8 billion yuan in 2021
Wens Foodstuff Group Co.Ltd(300498) (300498) disclosed the performance forecast on January 21. It is expected to have a loss of 13-13.8 billion yuan in 2021 and a profit of 7.426 billion yuan in the same period of last year. During the reporting period, the company amortized equity incentive expenses of about 500 million yuan, and preliminarily accrued impairment reserves of about 2.5 billion yuan for the current inventory of consumptive biological assets and productive biological assets.
[increase / decrease & repurchase]
Jinyuan Ep Co.Ltd(000546) : the new chairman plans to increase his shares by no less than 15 million yuan
Jinyuan Ep Co.Ltd(000546) (000546) on January 21, it was announced that the new chairman Xu Gang planned to increase his holdings of the company’s shares by means of centralized competitive trading within 6 months, and the amount to be increased shall not be less than 15 million yuan. At present, Xu Gang does not hold the company’s shares.
Luoyang Jalon Micro-Nano New Materials Co.Ltd(688357) : CSI Kaiyuan and persons acting in concert intend to reduce their holdings of no more than 6% shares
Luoyang Jalon Micro-Nano New Materials Co.Ltd(688357) (688357) announced on January 21 that Henan CSI Kaiyuan venture capital fund (limited partnership) (hereinafter referred to as “CSI Kaiyuan”) and the persons acting in concert planned to reduce the shares of the company by no more than 6%.
Infund Holding Co.Ltd(002141) : Rongsheng ultramicro No. 1 and No. 2 plan to reduce their total holdings of no more than 7.48% shares
Infund Holding Co.Ltd(002141) (002141) it was announced on January 21 that Rongsheng ultramicro No. 1 and Rongsheng ultramicro No. 2 planned to jointly reduce the shares of the company by no more than 7.48%.
Lihe Technology (Hunan) Co.Ltd(300800) : Guoke Ruihua plans to reduce the company’s shares by no more than 3.1%
Lihe Technology (Hunan) Co.Ltd(300800) (300800) announced on January 21 that Guoke Ruihua venture capital enterprise, a shareholder with a shareholding of 8.07%, plans to reduce the total shares of the company by no more than 7.3 million shares (accounting for 3.1% of the total share capital of the company) through centralized bidding and block trading.
Jiangsu Canlon Building Materials Co.Ltd(300715) : it is proposed to repurchase the company’s shares with RMB 100 million to RMB 200 million
Jiangsu Canlon Building Materials Co.Ltd(300715) (300715) announced on January 21 that the company plans to repurchase the company’s shares with RMB 100 million-200 million at a repurchase price of no more than 28 yuan / share. The repurchased shares are intended to be used to implement the employee stock ownership plan or equity incentive.
[successful contract]
Hongrun Construction Group Co.Ltd(002062) : won the bid for the 176 million yuan project
Hongrun Construction Group Co.Ltd(002062) (002062) it was announced on January 21 that the company recently received the letter of acceptance from Shanghai shentie Investment Co., Ltd. that the construction of bid jmsz-7 of municipal supporting works of Shanghai Rail Transit Jiamin line project was undertaken by the company, with a bid winning price of 176 million yuan, accounting for 1.56% of the company’s operating revenue in 2020. The project duration is 2007 days.
Beijing Sanlian Hope Shin-Gosentechnical Service Co.Ltd(300384) : the holding subsidiary recently signed a project contract of RMB 262 million
Beijing Sanlian Hope Shin-Gosentechnical Service Co.Ltd(300384) (300384) announced on January 21 that polymetrix, the holding subsidiary of the company, recently signed a food grade recycled RPET (recycled polyester) project contract with C-PET and fe-pet companies, with a cumulative amount of about 262 million yuan, accounting for 30% of the company’s operating revenue in 2020. The successful implementation of the contract will have a positive impact on the company’s performance in the next 1-2 years.
[other]
Hengyi Petrochemical Co.Ltd(000703) : it is proposed to invest 19.7 billion in the caprolactam polyamide industry integration and supporting project
Hengyi Petrochemical Co.Ltd(000703) (000703) announced on January 21 that Guangxi Hengyi new materials, a subsidiary of the company, plans to invest in the construction of “1.2 million tons of caprolactam polyamide industrial integration and supporting engineering project”, with an estimated total investment of 19.723 billion yuan. After the project is put into operation, it can effectively extend the downstream industrial chain of aromatics, enhance the competitive strength of enterprises and improve the overall profitability of the company.
Guizhou Chanhen Chemical Corporation(002895) : the holding subsidiary signed a strategic cooperation agreement with Jinyuan Ep Co.Ltd(000546)
Guizhou Chanhen Chemical Corporation(002895) (002895) announced on January 21 that Hengda mining, the holding subsidiary of the company, signed a strategic cooperation agreement with Jinyuan Ep Co.Ltd(000546) , and the two sides intend to carry out investment cooperation in the fields of deep processing of new energy lithium battery materials and joint search and development of salt lake lithium extraction projects.
Shanghai Electric Group Company Limited(601727) : the participating enterprises withdraw large impairment reserves and recognize the investment loss of 232 million yuan
Shanghai Electric Group Company Limited(601727) (601727) it was announced on January 21 that Chongqing Shenhua, a joint-stock enterprise holding 20% equity, had withdrawn a provision for asset impairment of RMB 1.418 billion. The company expects to recognize an investment loss of RMB 232 million for Chongqing Shenhua’s long-term equity investment. Chongqing Shenhua was established based on the industrialization project of copper indium gallium selenium Cecep Solar Energy Co.Ltd(000591) battery module. Later, due to changes in photovoltaic industry and other factors, the competitiveness of products using copper indium gallium selenium technology decreased. Therefore, Chongqing Shenhua decided to postpone the construction of the project and has not been put into operation so far.
Guangdong Xinhui Meida Nylon Co.Ltd(000782) : some polymerization production lines are shut down for maintenance, and the estimated economic loss is about 23 million yuan
Guangdong Xinhui Meida Nylon Co.Ltd(000782) (000782) it was announced on January 21 that the company is located in Zhongshan City and Zhuhai City adjacent to the production base in Jiangmen City, Guangdong Province, and has been listed as key epidemic prevention and control areas. Since the announcement date, some polymerization production lines in Jiangmen production base have been shut down for maintenance. It is preliminarily estimated that the shutdown and maintenance time is about 60 days. The company expects to reduce the production of nylon 6 chips by about 25000 tons, It is expected to reduce the output of nylon 6 fiber by about 11000 tons; The economic loss is expected to be about 23 million yuan.
Chongqing Sansheng Industrial Co.Ltd(002742) : the estimated net income from the transfer of 100% equity of Hechuan Sansheng is 35 million yuan
Chongqing Sansheng Industrial Co.Ltd(002742) (002742) announced on January 21 that the company plans to transfer 100% equity of its wholly-owned subsidiary Chongqing Hechuan Sansheng building materials Co., Ltd. (hereinafter referred to as “Hechuan Sansheng”) to Chongqing quanliuxin building materials Co., Ltd. at the price of 86.69 million yuan. The cumulative after tax net income from the transfer of equity is expected to be about 35 million yuan.
Tianjin Jinbin Development Co.Ltd(000897) : transfer 51% equity of binbao real estate
Tianjin Jinbin Development Co.Ltd(000897) (000897) announced on January 21 that the company transferred 51% equity of Tianjin binbao Real Estate Development Co., Ltd. through public delisting, and the listing and delisting price was 18.43 million yuan. After the transfer, binbao real estate will become a wholly-owned subsidiary of the company, which will increase the company’s asset scale and project development scale. The “jinbinkai (hang) plot 2019-3” project developed by binbao real estate is still in the development and construction stage.
Nafine Chemical Industry Group Co.Ltd(000737) : the securities to be changed are referred to as “Northern Copper”
Nafine Chemical Industry Group Co.Ltd(000737) (000737) announced on January 21 that it is planned to change the Chinese name of the company to “North copper (Shanxi) Co., Ltd.” and the securities abbreviation to “North copper”. The matter still needs to be submitted to the general meeting of shareholders of the company for deliberation.
