focus today
[ 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) announced the change of stock price. The bidding procedure for centralized drug procurement in Guangdong Province has not been officially started. 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.
[China Mobile: the actual controller plans to increase the company’s shares by 3-5 billion yuan]
China Mobile announced that China Mobile Group, the actual controller of the company, increased its holdings of 12.3202 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.
[ Landai Technology Group Corp.Ltd(002765) : the net profit in 2021 is expected to increase by 2491% – 2879%]
Landai Technology Group Corp.Ltd(002765) disclosed the performance forecast. It is expected to achieve a net profit of RMB 200 million-230 million 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.
[ 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) it was announced that on January 21, the consortium composed of 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.
fixed increase & Financing & repurchase
[ Cansino Biologics Inc(688185) : it is proposed to repurchase shares with RMB 150 million-300 million]
Cansino Biologics Inc(688185) it is announced 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.
approved
[ Suzhou Zelgen Biopharmaceuticals Co.Ltd(688266) : zg19018 clinical trial application was approved by FDA]
Suzhou Zelgen Biopharmaceuticals Co.Ltd(688266) it is announced that the company’s product zg19018 under development has been approved by the U.S. Food and Drug Administration (hereinafter referred to as “FDA”) to treat advanced malignant solid tumors with krasg12c mutation.
[ 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) announcement: 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.
[ 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) it was announced 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) declared and registered 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.
reduction & increase
[ Lihe Technology (Hunan) Co.Ltd(300800) : the shareholder Zuo Songming plans to reduce the company’s shares by no more than 2%] Lihe Technology (Hunan) Co.Ltd(300800) announced that the shareholder Zuo Songming, who holds 9.18% of the company’s shares, plans to reduce the company’s shares by means of centralized bidding 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) it is announced that Han Jiahou, director and President of the company, Qiu Zhihua, director and vice president, and Zhao Kaixin, chairman 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 bidding and block trading) within 6 months from the disclosure date of this announcement, with an increase of no 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.
transfer and acquisition & Investment
[ Shanghai Baolijia Chemical Co.Ltd(301037) : it is proposed to invest about 350 million yuan to build a 200000 ton resin production line and supporting infrastructure]
Shanghai Baolijia Chemical Co.Ltd(301037) it is announced that the company plans to invest in the construction of 200000 t / a 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.
[ 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) it is announced 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.
operation & performance
[ 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) disclosed the performance express, and achieved a total operating revenue of 136.317 billion yuan in 2021, with 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.
[ 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) disclosed the performance forecast. 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%.
[ Szzt Electronics Co.Ltd(002197) : the net profit in 2021 will increase by 100% – 150% year-on-year]
Szzt Electronics Co.Ltd(002197) disclosed the performance forecast. 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.
[ Boji Medical Technology Co.Ltd(300404) : net profit in 2021 increased by 118% – 183%]
Boji Medical Technology Co.Ltd(300404) disclosed the performance forecast of 2021. It is expected to realize the net profit attributable to the shareholders of the listed company of 37 million yuan to 48 million yuan in 2021, with a year-on-year increase of 117.79% – 182.54%; It is estimated that in 2021, the net profit attributable to the shareholders of the listed company after deducting non recurring profits and losses will be RMB 23 million-34 million, with a year-on-year increase of 133.37% – 244.99%.
[ Quick Intelligent Equipment Co.Ltd(603203) : the net profit in 2021 will increase by 47% – 63% year-on-year]
Quick Intelligent Equipment Co.Ltd(603203) disclose the performance forecast. 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%.
[ Hangzhou Juheshun New Material Co.Ltd(605166) performance express: net profit in 2021 increased by 111.67% year-on-year]
Hangzhou Juheshun New Material Co.Ltd(605166) disclosed the performance express of 2021. During the reporting period, the company realized an operating revenue of 5.405 billion yuan, a year-on-year increase of 110.77%; The operating profit was 272 million yuan, a year-on-year increase of 112.64%; The total profit was 273 million yuan, a year-on-year increase of 111.47%; The net profit attributable to shareholders of listed companies was 245 million yuan, a year-on-year increase of 111.67%.
[ Sunresin New Materials Co.Ltd Xi’An(300487) : the net profit in 2021 is expected to increase by 40% – 70%]
Sunresin New Materials Co.Ltd Xi’An(300487) disclosed the performance forecast for 2021. It is estimated that the net profit attributable to the shareholders of the listed company in 2021 will be RMB 283-343 million, with a year-on-year increase of 40% – 70%; It is estimated that in 2021, the net profit attributable to shareholders of listed companies after deducting non recurring profits and losses will be RMB 267 million-328 million, with a year-on-year increase of 47.14% – 80.50%.
[ Shenzhen Everwin Precision Technology Co.Ltd(300115) : an advance loss of 490 million yuan to 690 million yuan in 2021, from profit to loss]
Shenzhen Everwin Precision Technology Co.Ltd(300115) disclosed the performance forecast. It is expected to lose 490 million yuan to 690 million yuan in 2021 and make 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.
[ Red Phase Inc(300427) : the loss in 2021 was 620 million yuan to 680 million yuan, the first loss since listing]
Red Phase Inc(300427) disclosed the performance forecast for 2021. It is expected that the net profit attributable to the shareholders of the listed company in 2021 will be a loss of 620 million yuan – 680 million yuan, and a profit of 232 million yuan in the same period of last year. In 2021, the company expects the net profit attributable to the shareholders of the listed company to be the first loss since the company was listed. The main reasons are: 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.
others
[ Runjian Co.Ltd(002929) : it is proposed to increase the capital of sailfish technology, a joint-stock company, by no more than 20.4 million yuan]
Runjian Co.Ltd(002929) it is announced that the company plans to increase the capital of swordfish technology with its own capital of no more than 20.4 million yuan to obtain 17% equity of swordfish technology. After the capital increase, the company holds 51% equity of swordfish technology, and swordfish 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.
[ Suzhou Kingswood Education Technology Co.Ltd(300192) attention letter received: explain the specific time point when Longmen education’s goodwill shows signs of impairment, etc.]
Shenzhen Stock Exchange issued a letter of concern to Suzhou Kingswood Education Technology Co.Ltd(300192) , requiring the company to explain the specific time point when Longmen education’s goodwill showed signs of impairment, and whether the goodwill impairment provision for Longmen education’s goodwill in previous years was sufficient in combination with the business composition of Longmen education, Xi’an Yucai and Tianjin, as well as the impact of the two double reduction policy on its production and operation Reasons and rationality of withdrawing goodwill impairment outside Tianjin.
[ Sundy Land Investment Co.Ltd(600077) inquiry letter received: it is required to explain the reason and rationality of failing to arrange funds to complete share repurchase]
Shanghai Stock Exchange issued an inquiry letter to Sundy Land Investment Co.Ltd(600077) . It is required to specify the reasons and rationality for repeatedly using large amount of funds for foreign investment but failing to arrange funds to complete share repurchase, and whether it damages the interests of minority shareholders; In combination with the share pledge and reduction of the controlling shareholder and the directors, supervisors and senior managers, explain whether to use the repurchase information to affect the stock price.
