Xinjiang Daqo New Energy Co.Ltd(688303) it is proposed to raise no more than 11 billion yuan; The performance of Jiangxi Special Electric Motor Co.Ltd(002176) and Ingenic Semiconductor Co.Ltd(300223) in 2021 is expected to increase by more than 10 times; Ningbo Huaxiang Electronic Co.Ltd(002048) and other shares to be repurchased; Camel Group Co.Ltd(601311) received the fixed-point letter of German BMW 12V auxiliary lithium battery system project; Zhejiang Weiming Environment Protection Co.Ltd(603568) it is proposed to jointly invest in the project with an annual output of 40000 tons of high matte nickel containing metal (Indonesia)
today’s highlights
▼ focus one:
Xinjiang Daqo New Energy Co.Ltd(688303) it is proposed to raise no more than 11 billion yuan, mainly for the project of high-purity silicon-based materials with an annual output of 100000 tons
The company plans to issue A-Shares to specific objects, raising no more than 11 billion yuan. After deducting the issuance expenses, the company plans to be used for the project of high-purity silicon-based materials with an annual output of 100000 tons and supplement working capital.
The company issued a performance forecast on the same day. It is estimated that the net profit attributable to the owners of the parent company in 2021 will be 560 million yuan to 580 million yuan, with a year-on-year increase of 436.69% to 455.86%. In 2021, the downstream monocrystalline silicon wafer enterprises expanded production and increased speed, and the demand for high-quality polycrystalline silicon increased significantly, while the overall supply of high-purity polycrystalline silicon was in short supply, so the market price of polycrystalline silicon continued to rise. During the reporting period, the company maintained full production and increased production and sales compared with the same period last year, so the performance increased significantly.
▼ focus II:
The performance of Jiangxi Special Electric Motor Co.Ltd(002176) and Ingenic Semiconductor Co.Ltd(300223) in 2021 is expected to increase by more than 10 times
Jiangxi Special Electric Motor Co.Ltd(002176) : disclosure of performance forecast. The company expects to make a profit of 350-450 million yuan in 2021, an increase of 2343.03% – 3041.03% over the same period of last year. During the reporting period, the external environment of lithium carbonate business continued to improve, the downstream demand increased, its sales price increased significantly compared with the same period last year, the production and sales volume of the company’s lithium carbonate business increased significantly compared with the same period last year, and its operating revenue and profitability increased significantly.
Ingenic Semiconductor Co.Ltd(300223) : disclosure of performance forecast. The company expects to make a profit of RMB 8088400-984413300 in 2021, an increase of 1003.94% – 1244.82% over the same period of last year. During the reporting period, with the continuous development of automobile intelligence and the strong demand of automobile terminal market, the sales revenue of the company in the field of automobile electronics continued to grow; At the same time, the company’s sales revenue in the fields of industry, medical treatment, communication and consumption also achieved a good year-on-year growth. The strong demand of the company’s product lines led to the increase of the company’s overall operating revenue compared with the same period last year, which led to the significant growth of the company’s net profit.
▼ focus three:
Ningbo Huaxiang Electronic Co.Ltd(002048) and other shares to be repurchased
Ningbo Huaxiang Electronic Co.Ltd(002048) : the company plans to use its own funds to buy back the company’s shares in the form of centralized bidding transaction for employee stock ownership plan or equity incentive. The total capital of this repurchase shall not be less than 210 million yuan and not more than 215 million yuan, and the price of the repurchased shares shall not exceed 34.01 yuan / share.
Jiangsu Sinojit Wind Energy Technology Co.Ltd(601218) : the company plans to repurchase shares for subsequent implementation of equity incentive or employee stock ownership plan. The repurchase amount shall not be less than 25 million yuan and not more than 50 million yuan; The repurchase price shall not exceed 8.94 yuan / share.
Arts Group Co.Ltd(603017) : the company plans to repurchase shares for equity incentive or employee stock ownership plan, and the repurchase amount shall not be less than 20 million yuan and not more than 40 million yuan; The repurchase price shall not exceed 12 yuan / share
performance selection
Zhejiang Juhua Co.Ltd(600160) : disclosure of performance forecast. The company expects the net profit attributable to the shareholders of the listed company to be 1.01 billion yuan to 1.19 billion yuan in 2021, with a year-on-year increase of 959% to 1148%.
Cosco Shipping Holdings Co.Ltd(601919) : disclosure of performance forecast. The company expects to realize a net profit attributable to shareholders of listed companies of about 89.28 billion yuan in 2021, with a year-on-year increase of about 799.3%.
Ganfeng Lithium Co.Ltd(002460) : disclosure of performance forecast. The company expects to make a profit of 480 million yuan to 550 million yuan in 2021, an increase of 368.45% – 436.76% over the same period last year.
Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) : disclosure of performance forecast. The company expects the net profit attributable to shareholders of listed companies to be 7 billion yuan to 7.5 billion yuan in 2021, with a year-on-year increase of 289.32% to 317.13%.
Wangfujing Group Co.Ltd(600859) : disclosure of performance forecast. The company expects the net profit attributable to shareholders of Listed Companies in 2021 to be 1.239 billion yuan to 1.399 billion yuan, which is expected to increase by 900 million yuan to 1.06 billion yuan, a year-on-year increase of 266% to 313% compared with the data in the same period of the previous year after the merger and adjustment of enterprises under the same control.
Western Mining Co.Ltd(601168) : disclosure of performance forecast. The company expects that the net profit attributable to shareholders of Listed Companies in 2021 will increase by about 2 million yuan compared with the same period of last year, with a year-on-year increase of about 220%.
Chongqing Zhifei Biological Products Co.Ltd(300122) : disclosure of performance forecast. The company expects to make a profit of 9903.9804 million yuan to 10564.2458 million yuan in 2021, an increase of 200% – 220% over the same period of last year.
Gigadevice Semiconductor (Beijing) Inc(603986) : disclosure of performance forecast. The company expects that the net profit attributable to shareholders of Listed Companies in 2021 will be about 2.28 billion yuan to 2.42 billion yuan, with a year-on-year increase of 158.88% to 174.78%.
Jiangsu Azure Corporation(002245) : disclosure of performance forecast. The company expects to make a profit of 640-70 million yuan in 2021, an increase of 130.26% – 151.84% over the same period last year.
Zanyu Technology Group Co.Ltd(002637) : disclosure of performance forecast. The company expects to make a profit of 75-83 million yuan in 2021, an increase of 117.57% – 140.78% over the same period of last year.
Jcet Group Co.Ltd(600584) : disclosure of performance forecast. The company expects the net profit attributable to shareholders of listed companies to be RMB 2.8 billion to RMB 3.080 billion in 2021, with a year-on-year increase of 114.72% to 136.20%.
Kunshan Kinglai Hygienic Materials Co.Ltd(300260) : disclosure of performance forecast. The company expects to make a profit of 166 million yuan to 185 million yuan in 2021, an increase of 101.05% – 124.06% over the same period of last year.
Tianshan Aluminum Group Co.Ltd(002532) : disclosure of performance forecast. The company expects to make a profit of 3830 million yuan in 2021, an increase of 100.28% over the same period of last year.
Konka Group Co.Ltd(000016) : disclosure of performance forecast. The company expects to make a profit of 790 million yuan to 990 million yuan in 2021, an increase of 65.40% – 107.27% over the same period of last year.
Jiangsu Jiejie Microelectronics Co.Ltd(300623) : disclosure of performance forecast.
The company expects a profit of 467.7522 million yuan to 510.2752 million yuan in 2021, an increase of 65% – 80% over the same period of last year.
Newland Digital Technology Co.Ltd(000997) : disclosure of performance forecast. The company expects to make a profit of 680-771 million yuan in 2021, an increase of 50% – 70% over the same period last year.
Zhejiang Jingxing Paper Joint Stock Co.Ltd(002067) : disclosure of performance forecast. The company expects to make a profit of 405534800 yuan to 49919700 yuan in 2021, an increase of 30% – 60% over the same period of last year.
Shanghai International Airport Co.Ltd(600009) : disclosure of performance forecast. The company expects the net profit attributable to the shareholders of the listed company to be – 1780 million yuan to – 1640 million yuan in 2021
fixed increase & reorganization
Xiangtan Electric Manufacturing Co.Ltd(600416) : the company plans to issue shares in a non-public manner, with a total fund-raising amount of no more than 300 million yuan. After deducting the issuance expenses, it plans to be used for the serial development and industrialization of vehicle mounted special launch equipment system, the serial development and industrialization of rail transit efficient traction system and energy-saving equipment, the acquisition of 29.98% equity of Xiangdian power and the supplement of working capital.
China Express Airlines Co.Ltd(002928) : disclose the plan for non-public offering of shares. The objects of this issuance are no more than 35 specific objects, including Huaxia holdings, the controlling shareholder of the company, and its concerted actors Shenzhen Rongda and Shenzhen Ruicheng. Huaxia holdings, Shenzhen Rongda and Shenzhen Ruicheng plan to subscribe for a total amount of no less than 500 million yuan and no more than 150 million yuan. The total amount of funds raised in this issuance does not exceed 250 million yuan. The net amount of funds raised after deducting the issuance expenses is intended to be used to introduce 4 A320 series aircraft, purchase 14 aircraft standby engines and supplement working capital.
The company also announced that the public issuance of convertible corporate bonds disclosed on August 27, 2021 would be terminated.
Shenzhen Frd Science & Technology Co.Ltd(300602) : disclose the plan for issuing shares to specific objects. This issuance is aimed at no more than 35 specific objects that meet the conditions specified by the CSRC, and the total amount of funds raised is no more than 1 billion yuan. After deducting the issuance expenses, it will be used for the construction project of Nanhai production base and the project of replenishing working capital.
Guangdong Delian Group Co.Ltd(002666) : disclose the plan for non-public offering of shares. The offering targets are no more than 35 specific objects that meet the conditions specified by the CSRC. The total amount of funds to be raised is no more than 1 million yuan. The net amount of funds raised after deducting the issuance expenses will be fully invested in the R & D and manufacturing project of new material adhesive, the expansion project of new material R & D center and supplementary working capital
important matters
Gree Electric Appliances Inc.Of Zhuhai(000651) : disclose the shareholder return plan for the next three years (2022-2024). The company will make profit distribution twice a year from 2022 to 2024, i.e. annual profit distribution and medium-term profit distribution. On the premise that the company’s cash flow meets the company’s normal operation and long-term development, the total annual cumulative cash dividends of the company from 2022 to 2024 shall not be less than 50% of the net profit of the year.
Beijing Beimo High-Tech Frictional Material Co.Ltd(002985) : in order to further promote the overall development of the company’s business and broaden the company’s financing channels, the board of directors of the company authorized the management of the company to start the preliminary preparations for the listing of the spin off subsidiary Beijing jinghanyu Electronic Engineering Technology Co., Ltd. on the domestic stock exchange.
Shenzhen Roadrover Technology Co.Ltd(002813) : the company learned that the controlling shareholder Guo Xiumei planned to plan matters related to the change of control of the company. Guo Xiumei plans to transfer her shares of the company to the counterparty, accounting for 29.99% or more of the total share capital of the company. If the above transactions are carried out smoothly, the control of the company will be changed. The counterparty of this transaction belongs to the mechanical equipment industry and is mainly engaged in the R & D, manufacturing, sales and service of construction machinery and other products. The trading of the company’s shares has been suspended since the opening of the market on January 25, 2022, and the suspension is expected to be no more than 2 trading days.
Zhejiang Asia-Pacific Mechanical & Electronic Co.Ltd(002284) : the company recently received a fixed-point notice from an independent brand main engine factory in China (limited to confidentiality requirements, unable to disclose its name). The company will develop and produce the front disc brake belt steering knuckle assembly and rear drum brake assembly products of a new energy vehicle as the customer’s parts development and production supplier. After receiving the notice, the company will immediately carry out follow-up work and actively promote it according to the requirements of the main engine factory.
Xi’An Chenxi Aviation Technology Corp.Ltd(300581) : the company has submitted the application materials for resumption of work and production in accordance with the relevant provisions of the implementation opinions of Xi’an high tech Zone on the “point-to-point closed-loop employment” resumption of work and production of enterprises and institutions, and obtained the reply from the epidemic prevention and control headquarters of Xi’an High Tech Zone, which approved that the company will resume work and production in the way of “point-to-point closed-loop employment” at this stage. The company has resumed work and production in an orderly manner since January 24, 2022.
Tianjin You Fa Steel Pipe Group Stock Co.Ltd(601686) : on January 24, 2022, the development and Examination Commission of China Securities Regulatory Commission examined the company’s application for public issuance of convertible bonds. According to the audit results, the company’s application for public issuance of convertible bonds was approved.
Zhejiang Weiming Environment Protection Co.Ltd(603568) : the company signed the project joint venture agreement with merit. The two sides intend to establish a joint venture to invest in the project of smelting 40000 tons of high matte nickel containing metal (Indonesia) from laterite nickel ore, with a total investment of no more than 390 million US dollars. The company holds 70% of the equity of the project company. According to the share ratio of the company, the amount of this foreign investment does not exceed US $273 million.
The company announced on the same day that on January 21, 2022, the company had obtained 1790980027 shares formed by the conversion of Shengyun environmental protection capital reserve, and completed the equity change registration procedures. After the equity change, the company holds 51% shares of Shengyun environmental protection and becomes the controlling shareholder.
Camel Group Co.Ltd(601311) : the wholly-owned subsidiary camel group battery sales Co., Ltd. received the fixed-point letter of Germany BMW 12V auxiliary lithium battery system project. According to the customer’s plan, the project cycle is 7 years, and it is expected to achieve mass production in 2025. It is estimated that 3.4-4.7 million sets of 12V auxiliary lithium battery power supply systems will be sold in the whole life cycle
increase / decrease
Jiangsu Zhongsheng Gaoke Environmental Co.Ltd(002778) : Xu Chundong, the director of the company, plans to increase the shares of the company through centralized bidding trading in Shenzhen Stock Exchange within 4 months from the date of announcement, and the amount of the proposed increase is not less than 30 million yuan.
Shenyang Blue Silver Industry Automatic Equipment Co.Ltd(300293) : the controlling shareholder of the company, Lan Ying automatic control, and the person acting in concert, Zhongju international, plan to reduce the shares of the company by means of centralized bidding within six months after 15 trading days from the date of announcement, with no more than 5606718 shares (no more than 2% of the total share capital of the company).
Yijiahe Technology Co.Ltd(603666) : the shareholder huataizhan new investment plans to reduce the total shares of the company by block trading within 6 months after the completion of 3 trading days from the date of disclosure of this reduction announcement, that is, not more than 3.20% of the total shares of the company. After the disclosure of this reduction announcement, Dao Feng investment plans to reduce its total holdings of no more than 21598 shares of the company through centralized bidding trading and block trading, that is, no more than 0.01% of the total shares of the company
summary of suspension and resumption
resumption company:
Not yet.
Suspended company:
\u3000\u3000 Shenzhen Roadrover Technology Co.Ltd(002813) (002813)。
