[hot spot]
Changchun High And New Technology Industries (Group) Inc(000661) : the impact and degree of centralized purchase on the company have not been determined
Changchun High And New Technology Industries (Group) Inc(000661) (000661) on January 23, it was announced that the bidding procedure for centralized drug procurement in Guangdong Province has not been officially started, and the specific impact on the company’s performance will also depend on the actual participation in bidding, winning results and winning prices of kinsay pharmaceutical. The impact and degree of impact of this centralized procurement on the company have not been determined.
[M & A]
Hangzhou Dadi Haiyang Environmental Protection Co.Ltd(301068) : it is proposed to purchase 100% equity of tiger environment
Hangzhou Dadi Haiyang Environmental Protection Co.Ltd(301068) (301068) announced on January 23 that the company plans to purchase 100% equity of tiger environment by issuing shares and paying cash. It is expected that this transaction will constitute a major asset restructuring of the company. At the same time, the company plans to issue shares to no more than 35 qualified specific objects by means of bidding to raise supporting funds. After the completion of this transaction, tiger environment will become a subsidiary of the company, and the company can quickly enter the fast-growing blue ocean market of household waste classification, recycling and resource utilization.
[business performance]
Landai Technology Group Corp.Ltd(002765) : the net profit in 2021 is expected to increase by 2491% – 2879%
Landai Technology Group Corp.Ltd(002765) (002765) disclosed the performance forecast on January 23. It is expected to realize a net profit of 200 million yuan to 230 million yuan in 2021, with a year-on-year increase of 2490.81% – 2879.43%. During the reporting period, the business scale of Chongqing taiguan production capacity and touch display module of the subsidiary continued to expand, which promoted the substantial growth of the operating performance of the company’s touch display business.
Yunnan Tin Co.Ltd(000960) : the net profit in 2021 is expected to increase by 291% – 320% year-on-year
Yunnan Tin Co.Ltd(000960) (000960) disclosed the performance forecast on January 23. It is expected to achieve a net profit of 2.7 billion yuan to 2.9 billion yuan in 2021, with a year-on-year increase of 291.08% – 320.05%.
Great Wall Motor Company Limited(601633) performance express: net profit in 2021 increased by 26.47% year-on-year
Great Wall Motor Company Limited(601633) (601633) disclosed the performance express on January 23. In 2021, the total operating revenue was 136.317 billion yuan, a year-on-year increase of 31.95%; The net profit was 6.782 billion yuan, a year-on-year increase of 26.47%. The basic earnings per share is 0.74 yuan.
Hangzhou Juheshun New Material Co.Ltd(605166) performance express: net profit in the first half of the year increased by 111.67%
Hangzhou Juheshun New Material Co.Ltd(605166) (605166) disclosed the performance express on January 23. In 2021, the company achieved a total operating revenue of 5.405 billion yuan, a year-on-year increase of 110.77%; The net profit was 245 million yuan, a year-on-year increase of 111.67%. The basic earnings per share is 0.78 yuan.
Shenzhen Everwin Precision Technology Co.Ltd(300115) : an advance loss of 490 million yuan to 690 million yuan in 2021
Shenzhen Everwin Precision Technology Co.Ltd(300115) (300115) disclosed the performance forecast on January 23. It is estimated that there will be a loss of 490-690 million yuan in 2021 and a profit of 600 million yuan in the same period of last year. During the reporting period, the R & D investment of strategic products of major customers further increased, the cost increased, and the layout and R & D investment of new energy components increased; The key products of main customers are in the climbing period of mass production with low yield; Affected by the epidemic and the shortage of customer chips, some manufacturing bases have reduced capacity utilization and increased production costs; The prices of the company’s main raw materials such as copper and aluminum have risen sharply, which is difficult to digest in the short term.
Svg Tech Group Co.Ltd(300331) : an advance loss of 370 million yuan – 430 million yuan in 2021
Svg Tech Group Co.Ltd(300331) (300331) disclosed the performance forecast on January 23. It is estimated that there will be a loss of 370-430 million yuan in 2021 and a profit of 52.8175 million yuan in the same period of last year. In addition, Yu Zhangxing, a shareholder holding 8.19%, plans to reduce his total holdings of no more than 5 million shares (accounting for 1.93% of the company’s total share capital) by means of centralized bidding or block trading.
Red Phase Inc(300427) : an advance loss of 620 million yuan to 680 million yuan in 2021
Red Phase Inc(300427) (300427) disclosed the performance forecast on January 23. It is estimated that there will be a loss of 620-680 million yuan in 2021, and a profit of 232 million yuan in the same period of last year. In 2021, the company is expected to have its first loss since listing, mainly due to: provision for large goodwill impairment; Affected by market competition, the newly signed contract amount of the company’s power equipment condition detection and monitoring products decreased compared with the same period last year, resulting in a decrease in the sales revenue of the company’s power sector in the reporting period compared with the same period last year.
Boji Medical Technology Co.Ltd(300404) : the net profit in 2021 is expected to increase by 117.79% – 182.54%
Boji Medical Technology Co.Ltd(300404) (300404) disclosed the performance forecast on January 23. It is estimated that the net profit in 2021 will be 37-48 million yuan, with a year-on-year increase of 117.79% – 182.54%.
Wanxiang Technology: the net profit in 2021 is expected to increase by 40.53% – 70.34%
Wanxiang Technology (301180) disclosed the performance forecast on January 23. It is expected to realize a net profit of 165 million yuan to 200 million yuan in 2021, with a year-on-year increase of 40.53% – 70.34%.
Szzt Electronics Co.Ltd(002197) : the net profit in 2021 is expected to increase by 100% – 150% year-on-year
Szzt Electronics Co.Ltd(002197) (002197) disclosed the performance forecast on January 23. It is expected to achieve a net profit of 36.3334 million yuan – 45.4168 million yuan in 2021, with a year-on-year increase of 100% – 150%. In 2021, the company’s IDC and cloud computing business grew steadily, and the benefits of IDC orders were accelerated, driving the improvement of the company’s overall profitability.
Hubei Sanxia New Building Materials Co.Ltd(600293) : it is estimated that the net profit in 2021 will be 100 million yuan – 130 million yuan, turning losses into profits year-on-year
Hubei Sanxia New Building Materials Co.Ltd(600293) (600293) disclosed the performance forecast on January 23. It is estimated that the net profit in 2021 will be 100 million yuan to 130 million yuan, with a loss of 2.065 billion yuan in the same period of last year. During the reporting period, with the effective control of the epidemic in China, the company’s downstream resumption of work and production accelerated, the glass market warmed up, the sales price of the company’s leading product float glass increased significantly year-on-year, and the gross profit margin of glass sector products increased.
Quick Intelligent Equipment Co.Ltd(603203) : the net profit in 2021 increased by 46.74% year-on-year to 62.54%
Quick Intelligent Equipment Co.Ltd(603203) (603203) disclosed the performance forecast on January 23. It is expected to achieve a net profit of 260 million yuan to 288 million yuan in 2021, with a year-on-year increase of 46.74% to 62.54%.
[increase / decrease & repurchase]
China Mobile: the actual controller plans to increase the company’s shares by 3 billion yuan to 5 billion yuan
China Mobile (600941) announced on January 23 that China Mobile Group, the actual controller of the company, increased its holdings of 12.322 million shares of the company through the trading system of Shanghai Stock Exchange on January 21, with an increase of about 710 million yuan (excluding commissions and transaction taxes), accounting for about 0.058% of the total issued shares of the company. China Mobile Group plans to increase its A-share holdings at an opportunity from January 21 to December 31, 2022, and the cumulative increase amount (including this increase amount) is not less than 3 billion yuan and not more than 5 billion yuan.
Cansino Biologics Inc(688185) : it is proposed to repurchase shares with RMB 150 million-300 million
Cansino Biologics Inc(688185) (688185) announced on January 23 that the company plans to repurchase shares with RMB 150 million-300 million, and the repurchase price is no more than RMB 446.78/share.
Lihe Technology (Hunan) Co.Ltd(300800) : shareholder Zuo Songming plans to reduce his holding of no more than 2% shares
Lihe Technology (Hunan) Co.Ltd(300800) (300800) announced on January 23 that Zuo Songming, a shareholder with a shareholding of 9.18%, plans to reduce the company’s shares by means of centralized bidding trading and block trading, with a total of no more than 4704000 shares (accounting for 2.00% of the company’s total share capital).
Lingda Group Co.Ltd(300125) : some directors, supervisors and senior executives plan to increase their holdings of the company’s shares
Lingda Group Co.Ltd(300125) (300125) announced on January 23 that the company’s director and President Han Jiahou, director and vice president Qiu Zhihua and chairman Zhao Kaixin of the board of supervisors plan to increase their holdings of the company’s shares by means allowed by the securities trading system of Shenzhen Stock Exchange (including but not limited to call auction, continuous auction and block trading) within 6 months from the disclosure date of this announcement, with an increase amount of not less than 2.2 million yuan 1.85 million yuan and 950000 yuan, or the number of additional shares is not less than 120000 shares, 100000 shares and 50000 shares respectively. If each person realizes one of the two respectively, he will complete the increase plan.
[winning contract]
China Camc Engineering Co.Ltd(002051) : the consortium of the company signed a contract of about RMB 3.768 billion
China Camc Engineering Co.Ltd(002051) (002051) it was announced on January 23 that on January 21, the consortium formed by the company and CNOOC Petrochemical signed a business contract with Kuwait energy for the crude oil central processing facility project in zone 9 of Iraq. The contract price was USD 594 million, about RMB 3.768 billion, accounting for 47.31% of the company’s total operating revenue in 2020.
[major investment]
Shanghai Baolijia Chemical Co.Ltd(301037) : it is proposed to invest about 350 million yuan in the construction of a resin production line with an annual output of 200000 tons and supporting infrastructure
Shanghai Baolijia Chemical Co.Ltd(301037) (301037) announced on January 23 that the company plans to invest in the construction of 200000 ton resin production line and supporting infrastructure in Henan Puyang Industrial Park, with a total investment of about 350 million yuan. After the completion of the project, it is expected that the annual output value will be 1 billion yuan and the annual tax will be 30 million yuan.
[Others]
Shenzhen Kangtai Biological Products Co.Ltd(300601) : the subsidiary received the on-site verification notice on the registration of freeze-dried human rabies vaccine (human diploid cells)
Shenzhen Kangtai Biological Products Co.Ltd(300601) (300601) announced on January 23 that minhai biology, a wholly-owned subsidiary of the company, recently received a notice from the drug examination center of the State Food and drug administration that the drug examination center needs to start the drug registration verification (Pharmacy) of the freeze-dried human rabies vaccine (human diploid cells) applied for registration by minhai biology. After passing the relevant review and approval procedures such as technical review and registration on-site verification, the product will be able to obtain the drug registration approval.
Runjian Co.Ltd(002929) : it is proposed to increase capital to the participating company sailfish technology by no more than 20.4 million yuan
Runjian Co.Ltd(002929) (002929) announced on January 23 that the company plans to increase the capital of sailfish technology with its own capital of no more than 20.4 million yuan to obtain 17% equity of sailfish technology. After the capital increase is completed, the company holds 51% equity of sailfish technology, and sailfish technology has become a holding subsidiary of the company and included in the scope of consolidated statements. Sailfish technology is a high-tech enterprise with artificial intelligence application (AI), hybrid reality (MR) and digital twin (DT) as its development direction. At present, it has formed a business pattern of building a children’s meta universe science, education and entertainment service platform for C-end users and providing XR products for b-end customers.
Heilongjiang Zbd Pharmaceutical Co.Ltd(603567) : Xiaoer re Suqing syrup has been approved as the second grade protected variety of national traditional Chinese medicine
Heilongjiang Zbd Pharmaceutical Co.Ltd(603567) (603567) announced on January 23 that recently, the State Food and Drug Administration approved the company’s Xiaoer re Suqing syrup as the first class II protected variety of traditional Chinese medicine, with a protection period of seven years from the date of announcement. Xiaoer re Suqing syrup is clinically used for the treatment of children’s cold caused by exogenous wind heat. The symptoms include high fever, headache, sore throat, nasal congestion, runny nose, cough and dry stool. It has remarkable curative effect on a series of symptoms caused by children’s upper respiratory tract infection.
Shandong Jinjing Science And Technology Stock Co.Ltd(600586) : the photovoltaic glass production line of the subsidiary successfully ignited
Shandong Jinjing Science And Technology Stock Co.Ltd(600586) (600586) announced on January 23 that the 500t / D thin-film photovoltaic module backplane glass production line invested and constructed by the company’s wholly-owned subsidiary Shandong Jinjing Science And Technology Stock Co.Ltd(600586) Malaysia Co., Ltd. was successfully ignited on January 22, 2022, of which five supporting deep-processing production lines were officially put into production on July 1, 2021. So far, the whole line of the project has been connected in the production link.
Suzhou Zelgen Biopharmaceuticals Co.Ltd(688266) : zg19018 clinical trial application was approved by FDA
Suzhou Zelgen Biopharmaceuticals Co.Ltd(688266) (688266) announced on January 23 that the application for clinical trial of zg19018 tablets under development by the company has been approved by the U.S. Food and Drug Administration (hereinafter referred to as “FDA”) for the treatment of advanced malignant solid tumors with krasg12c mutation.
