[focus today]
Huabao Flavours & Fragrances Co.Ltd(300741) attention letter received: it is required to supplement whether the investigation of the actual controller involves corporate responsibility
Huabao Flavours & Fragrances Co.Ltd(300741) receive the letter of concern from Shenzhen Stock Exchange, requesting to supplement the information that the company has so far mastered on the specific matters of filing and investigating the violation of the company’s actual controller Zhu linyao by Leiyang supervision committee, whether it has taken compulsory measures against Zhu linyao, and whether it involves corporate responsibility; The company is required to conduct self-examination and explain whether the operation of the company has changed recently.
Yunnan Energy New Material Co.Ltd(002812) equity incentive plan: the revenue growth rate in 2022 shall not be less than 150%
Yunnan Energy New Material Co.Ltd(002812) disclose the stock option and restricted stock incentive plan, and the total number of stock rights and interests to be granted to incentive objects shall not exceed 3.1709 million. The exercise price of stock options granted is 265.36 yuan / share, and the grant price of restricted shares is 64.48 yuan / share. Performance assessment objectives of each year: Based on the operating revenue in 2021, the growth rate of operating revenue in 2022 shall not be less than 150%; Based on the operating revenue in 2021, the growth rate of operating revenue in 2023 shall not be less than 180%; Based on the operating revenue in 2021, the growth rate of operating revenue in 2024 shall not be less than 210%.
Gree Electric Appliances Inc.Of Zhuhai(000651) : from 2022 to 2024, the total annual cumulative cash dividends of the company shall not be less than 50% of the net profit of the current year
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, namely 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.
Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) : not in MSD’s qualified supplier list system
Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) announced the change of share price. The company is not in the list system of qualified suppliers of MSD. The company has not signed any cooperation agreement with MSD, has no cooperative relationship with MSD, and has not supplied uridine products to MSD. As a pharmaceutical intermediate, the production process of uridine is relatively mature, and there is no high technical barrier and market access threshold. From January to September in 2020 and 2021, uridine products accounted for 11.02% and 9.63% of the company’s operating revenue in each period respectively, which had little impact on the performance. At present, the company has no orders for uridine in hand.
Xinjiang Daqo New Energy Co.Ltd(688303) : it is proposed to raise no more than 11 billion yuan for projects with an annual output of 100000 tons of high-purity silicon-based materials
Xinjiang Daqo New Energy Co.Ltd(688303) announced that it is planned to raise no more than 11 billion yuan for the project of high-purity silicon-based materials with an annual output of 100000 tons and supplement working capital. It was announced on the same day that the net profit in 2021 is expected to be 5.6-5.8 billion yuan, with a year-on-year increase of 436.69% – 455.86%. The market price of polysilicon continues to rise. The company maintains full load production and sales volume, which has increased compared with the same period last year. Q3 net profit is 2.312 billion yuan. Based on this calculation, Q4 net profit is expected to be 1.127 billion yuan – 1.327 billion yuan, down 43% – 51% month on month.
[business performance]
Ingenic Semiconductor Co.Ltd(300223) : the net profit in 2021 is expected to increase by 1004% – 1245% year-on-year
Ingenic Semiconductor Co.Ltd(300223) released the performance forecast. It is estimated that the net profit attributable to the parent company in 2021 will be 808-984 million yuan, with a year-on-year increase of 1003.94% – 1244.82%. 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 resulted in the increase of the company’s overall operating revenue compared with the same period last year. Q3 net profit is 280 million yuan. Based on this calculation, Q4 net profit is expected to be 173 million-349 million yuan, with a month on month change of – 38% – 24%.
Chongqing Zhifei Biological Products Co.Ltd(300122) : the fourth quarter net profit is expected to decrease by 26% – 49% month on month
According to the announcement of Chongqing Zhifei Biological Products Co.Ltd(300122) , the net profit in 2021 is expected to be 9.9 billion yuan – 10.56 billion yuan, with a year-on-year increase of 200% – 220%. The freeze-dried human rabies vaccine (MRC-5 cells) developed by Anhui zhifeilong Kema biopharmaceutical Co., Ltd., a wholly-owned subsidiary, has obtained the summary report of phase III clinical trial. Q3 net profit is 2.913 billion yuan. Based on this calculation, Q4 net profit is expected to be 1.496 billion-2.156 billion yuan, down 25.99% – 48.64% month on month.
Jcet Group Co.Ltd(600584) : the net profit in 2021 is expected to increase by 115% – 136% year-on-year
According to the announcement of Jcet Group Co.Ltd(600584) , the net profit in 2021 is expected to be 2.8-3.08 billion yuan, with a year-on-year increase of 114.72% – 136.20%, which is due to the strong demand for orders from international and Chinese customers. Q3 net profit is 793 million yuan. Based on this calculation, Q4 net profit is expected to be 684 million-964 million yuan, with a month on month change of – 13.75% to 21.56%.
Keda Industrial Group Co.Ltd(600499) : the net profit in 2021 is expected to increase by 282% – 301% year-on-year
According to the announcement of Keda Industrial Group Co.Ltd(600499) , the net profit in 2021 is expected to be 1-1.05 billion yuan, with a year-on-year increase of 282% – 301%, and the performance is expected to increase by 9297% – 9796% after deduction. Lanke lithium, a joint-stock company, achieved an output of about 22700 tons of lithium carbonate and a sales volume of about 19200 tons in the reporting period, and the net profit increased significantly compared with the same period of last year. Q3 net profit is 349 million yuan. Based on this calculation, Q4 net profit is expected to be 241 million yuan – 291 million yuan, down 17% – 31% month on month.
Cosco Shipping Holdings Co.Ltd(601919) : the net profit in 2021 is expected to increase by 799.3% year-on-year
According to the announcement of Cosco Shipping Holdings Co.Ltd(601919) , the net profit in 2021 is expected to be 89.28 billion yuan, a year-on-year increase of 799.3%. During the reporting period, the freight volume (TEUs) of the company’s container shipping business is expected to be about 26.912 million TEUs, an increase of about 2.15%. Q3 net profit is 30.49 billion yuan. Based on this calculation, Q4 net profit is expected to be 21.69 billion yuan, down 29% month on month.
Ganfeng Lithium Co.Ltd(002460) : the fourth quarter net profit is expected to increase by 120% – 187% month on month
According to the announcement of Ganfeng Lithium Co.Ltd(002460) , the net profit in 2021 is expected to be 4.8-5.5 billion yuan, with a year-on-year increase of 368.45% – 436.76%. With the rapid development of new energy vehicles and energy storage industry, the demand of downstream customers for lithium salt has increased strongly. The production and sales volume of lithium salt products of the company has increased and the product price has been rising. The new projects in the lithium battery sector of the company have been put into operation and the production capacity has been gradually released. Therefore, the operating net profit of the company has increased year-on-year. Q3 net profit is 1.056 billion yuan. Based on this calculation, Q4 net profit is expected to be 2.327 billion yuan – 3.027 billion yuan, an increase of 120% – 187% month on month.
Zhejiang Juhua Co.Ltd(600160) : it is estimated that the net profit in 2021 will increase by 959% – 1148% year-on-year. The prices of the company’s main products will increase year-on-year due to the rise in the prices of upstream raw materials, the promotion of costs and the improvement of the supply and demand pattern of the industry.
Cosco Shipping Specialized Carriers Co.Ltd(600428) : the net profit in 2021 is expected to increase by 125% to 145% year-on-year.
Zhejiang Yongtai Technology Co .Ltd(002326) : the net profit in 2021 is expected to increase by 133% – 250% year-on-year.
Jiangxi Copper Company Limited(600362) : it is estimated that the net profit in 2021 will increase by 125% – 155% year-on-year. The prices of copper, sulfuric acid and other products increased year-on-year, driving the growth of the company’s performance.
Gigadevice Semiconductor (Beijing) Inc(603986) : it is estimated that the net profit in 2021 will increase by 158.88% – 174.78% year-on-year. The demand for terminal intelligence and the localization trend of supply chain are becoming more and more obvious, and the market demand of the company’s products continues to be strong.
Tianshui Huatian Technology Co.Ltd(002185) : it is estimated that the net profit in 2021 will increase by 88.11% – 113.76% year-on-year. The IC market demand continues to be strong, the company’s orders are full, and the business scale continues to expand.
Orient Securities Company Limited(600958) : it is estimated that the net profit in 2021 will increase by 85% – 105% year-on-year.
Tonghua Dongbao Pharmaceutical Co.Ltd(600867) performance express: the net profit attributable to the parent company in 2021 increased by 43.40% to 1.334 billion yuan.
Hengbao Co.Ltd(002104) : the net profit in 2021 is expected to increase by 2509.60% – 3814.41%.
Xiangtan Electrochemical Scientific Co.Ltd(002125) : it is estimated that the net profit in 2021 will increase by 651% – 888% year-on-year.
Guangdong Faith Long Crystal Technology Co.Ltd(300460) : the net profit in 2021 is expected to increase by 593.01% – 741.51% year-on-year.
Novogene Co.Ltd(688315) : the net profit in 2021 is expected to increase by 419.99% – 523.99%.
Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) : the net profit in 2021 is expected to increase by 289.32% – 317.13%.
Wangfujing Group Co.Ltd(600859) : the net profit in 2021 is expected to increase by 266% – 313% year-on-year.
Western Mining Co.Ltd(601168) : the net profit in 2021 is expected to increase by 220% year-on-year.
Kingsemi Co.Ltd(688037) : the net profit in 2021 is expected to increase by 51% to 64% year-on-year.
Centre Testing International Group Co.Ltd(300012) : the net profit in 2021 is expected to increase by 26% – 32% year-on-year.
Ming Yang Smart Energy Group Limited(601615) : the net profit in 2021 is expected to increase by 111% – 133% year-on-year.
Shandong Haihua Co.Ltd(000822) : it is estimated that the net profit in 2021 will be 560 million yuan – 640 million yuan, turning losses into profits.
Tecnon (Fujian) Commercial Lighting Co.Ltd(300650) : the net profit in 2021 is expected to increase by 344% – 477% year-on-year.
Anyang Iron & Steel Inc(600569) : the net profit in 2021 is expected to increase by 294% – 425% year-on-year.
Sichuan Jinlu Group Co.Ltd(000510) : the net profit in 2021 is expected to increase by 291.41% – 361.30%.
Geron Co.Ltd(002722) : the net profit will increase by 220% – 350% in 2021.
Zhejiang Jiaao Enprotech Stock Co.Ltd(603822) : the net profit in 2021 is expected to increase by 169.51% – 201.80%.
Fujian Qingshan Paper Industry Co.Ltd(600103) : the net profit in 2021 is expected to increase by 130% – 181% year-on-year.
Jiangsu Azure Corporation(002245) : the net profit in 2021 is expected to increase by 130.26% – 151.84% year-on-year.
Tianshan Aluminum Group Co.Ltd(002532) : it is estimated that the net profit in 2021 will increase by 100.28% year-on-year.
Shenzhen Tellus Holding Co.Ltd(000025) : the net profit in 2021 is expected to increase by 120.26% – 130.66% year-on-year.
Eastern Air Logistics Co.Ltd(601156) : the net profit in 2021 is expected to increase by 46% – 66%.
Foryou Corporation(002906) : the net profit in 2021 is expected to increase by 54.66% – 65.7%.
Zhongyin Babi Food Co.Ltd(605338) : the net profit in 2021 is expected to increase by 74% – 80% year-on-year.
Eoptolink Technology Inc.Ltd(300502) : the net profit in 2021 is expected to increase by 30.15% – 38.28%.
Harbin Pharmaceutical Group Co.Ltd(600664) : it is estimated that the net profit in 2021 will be 341 million yuan to 410 million yuan, turning losses into profits year-on-year.
Zhejiang Nhu Company Ltd(002001) : it is estimated that the net profit in 2021 will increase by 15% – 35% year-on-year.
Shanghai International Airport Co.Ltd(600009) : it is expected to lose 1.64 billion yuan to 1.78 billion yuan in 2021.
Beijing Shunxin Agriculture Co.Ltd(000860) : the net profit in 2021 is expected to decrease by 73.81% – 80.95% year-on-year; Affected by the downward trend of pig cycle, the price of live pigs decreased significantly compared with the same period last year, resulting in a large decline in the company’s pig breeding and meat food processing industry compared with the same period last year; The real estate business of the company is affected by the national real estate regulation policies, and the sales and payment collection of real estate projects are slow, which affects the overall operating performance of the company.
Youon Technology Co.Ltd(603776) : it is estimated that the net profit in 2021 will decrease by 84.85% – 89.90% year-on-year; This performance reduction is mainly due to the company’s investment in Hello Inc in 2021. Due to the decrease of new investment income and the adjustment of income tax rate in 2020, the impact amount is about 340 million yuan.
Cssc Offshore & Marine Engineering (Group) Company Limited(600685) : it is estimated that the net profit in 2021 will decrease by 97% – 98% year-on-year.
Sichuan Teway Food Group Co.Ltd(603317) : the net profit in 2021 is expected to decrease by 50.96%.
Hunan Xiangjia Animal Husbandry Company Limited(002982) : the net profit in 2021 is expected to decrease by 84% – 87% year-on-year.
Jiangsu Jiejie Microelectronics Co.Ltd(300623) : the net profit in 2021 is expected to increase by 65% – 80% year-on-year.
Memsensing Microsystems (Suzhou China) Co.Ltd(688286) : the net profit in 2021 is expected to decrease by 68.78% – 73.58%.
Ningbo Peacebird Fashion Co.Ltd(603877) : the net profit in 2021 is expected to be reduced by about 7%.
Zhewen Pictures Group Co.Ltd(601599) : the expected profit in 2021 is 64 million yuan – 96 million yuan, reversing the loss year-on-year.
Ningbo Gqy Video & Telecom Joint-Stock Co.Ltd(300076) : the advance loss in 2021 was 6-9 million yuan, with year-on-year profit turned into loss.
Rastar Group(300043) : it is estimated that the net loss in 2021 will be 495 million yuan to 706 million yuan, which will turn into a loss year-on-year.
[major events]
Beijing Kingsoft Office Software Inc(688111) disclose the results of shareholders’ inquiry transfer: the price of this inquiry transfer is 235.03 yuan / share, and 13 investors are allocated. Among them, Morgan Stanley subscribed 132 million yuan and JPMorgan Chase subscribed 235 million yuan.
Shenzhen Roadrover Technology Co.Ltd(002813) : the control of the company is to be changed and the trading of shares is suspended.
Shanghai Maling Aquarius Co.Ltd(600073) : it is proposed to transfer 100% equity of food import and export to Shanghai Yimin Commercial Group Co.Ltd(600824) .
Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) : the subsidiary plans to set up a private equity investment fund with related parties.
China State Construction Engineering Corporation Limited(601668) : recently won the bid for 85.71 billion yuan of major projects.
Citic Heavy Industries Co.Ltd(601608) : won the bid for 850 million yuan offshore wind power project.
Palm Eco-Town Development Co.Ltd(002431) : won the bid for the 545 million yuan comprehensive improvement PPP project.
Tengda Construction Group Co.Ltd(600512) : won the bid of about 52.0791 million yuan for relevant road construction projects in Yuhuan City, Zhejiang Province.
Angel Yeast Co.Ltd(600298) : it is planned to spend 513 million yuan to expand the project of 20000 tons of yeast products of Egypt company; RMB 200 million was invested to expand the project of 8000 tons of yeast products of Russian company.
Zhejiang Huakang Pharmaceutical Co.Ltd(605077) : xylitol for food has passed the review of single champion products in the manufacturing industry.
Hunan Zhongke Electric Co.Ltd(300035) : it is proposed to invest in the production base project of 100000 tons of negative electrode material powder per year.
Beiteri: it is planned to invest in the construction of the integrated base project of lithium battery cathode materials with an annual output of 200000 tons.
Zibo Qixiang Tengda Chemical Co.Ltd(002408) : it is proposed to invest in the expansion of 40000 ton annual polybutadiene rubber and supporting projects.
Jiangsu Hengrui Medicine Co.Ltd(600276) : nimodipine oral solution obtained the drug registration certificate.
Shenzhen Deren Electronic Co.Ltd(002055) : the subsidiary obtained the fixed-point notice of Chinese automobile customer development.
Camel Group Co.Ltd(601311) : received the fixed-point letter of German BMW 12V auxiliary lithium battery system project.
Betta Pharmaceuticals Co.Ltd(300558) : bpi-442096 tablets were approved for clinical trials.
Jiangsu Aidea Pharmaceutical Co.Ltd(688488) : China and AI have reached initial cooperation intentions on China’s AIDS prevention and control.
[increase / decrease & repurchase]
Foxconn Industrial Internet Co.Ltd(601138) : 7.9287 million shares were repurchased for the first time on January 24.
Ningbo Huaxiang Electronic Co.Ltd(002048) : it is proposed to repurchase shares with RMB 210 million to RMB 215 million.
Arts Group Co.Ltd(603017) : it is proposed to repurchase the company’s shares with 20 million yuan – 40 million yuan.
Jiangsu Sinojit Wind Energy Technology Co.Ltd(601218) : it is proposed to repurchase shares with 25 million yuan to 50 million yuan.
Sinostar Cable Co.Ltd(300933) : Tianjin xinyuanjing plans to clear its warehouse and reduce its holdings by no more than 10.91%.
Yijiahe Technology Co.Ltd(603666) : the shareholder Huatai Zhanxin investment plans to reduce its holding of no more than 3.2% of the company’s shares.
Shenyang Blue Silver Industry Automatic Equipment Co.Ltd(300293) : the controlling shareholders and their persons acting in concert intend to reduce their holdings of no more than 2% of the company’s shares.
Suzhou Longjie Special Fiber Co.Ltd(603332) : four shareholders and Dong Gao plan to reduce their shares by no more than 1.76% in total.
Cultural Investment Holdings Co.Ltd(600715) : the shareholder Yizhuang Guotou plans to reduce its shares by no more than 1%.
Gosun Holdings Co.Ltd(000971) : Fu Gangyi, deputy general manager, plans to reduce his holding of no more than 2510400 shares.
[financial restructuring]
Xiangtan Electric Manufacturing Co.Ltd(600416) : it is proposed to raise no more than 3 billion yuan for the development of vehicle mounted special launch equipment system and other projects.
China Express Airlines Co.Ltd(002928) : it is proposed to raise no more than 2.5 billion yuan.
Shanghai Tianyang Hotmelt Adhesives Co.Ltd(603330) : it is proposed to raise no more than 1.2 billion yuan, and the actual controller plans to participate in the subscription.
Guangdong Delian Group Co.Ltd(002666) : it is proposed to raise no more than 1 billion yuan.
Shenzhen Frd Science & Technology Co.Ltd(300602) : it is proposed to raise no more than 1 billion yuan. It is used for the construction project of Nanhai production base and supplement working capital.
Jiangsu Cnano Technology Co.Ltd(688116) : it is proposed to issue no more than 830 million yuan of convertible bonds for the production project of carbon based conductive material composite products.
Beijing Wandong Medical Technology Co.Ltd(600055) : the application for non-public offering of shares was approved.
Kunshan Huguang Auto Harness Co.Ltd(605333) : the non-public offering of shares was approved by the CSRC.
[Others]
Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) : chemical branch and Shanxi Lanhua Danfeng Chemical Co., Ltd. will stop production until March 15, 2022.
Xi’An Chenxi Aviation Technology Corp.Ltd(300581) : the company has resumed work and production in an orderly manner since January 24, 2022.
