focus today
[ Gree Electric Appliances Inc.Of Zhuhai(000651) : from 2022 to 2024, the total accumulated 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.
[ 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. Xiaocai note: the net profit of Q3 is 1.056 billion yuan. Based on this calculation, the net profit of Q4 is expected to be 2.327 billion yuan – 3.027 billion yuan, an increase of 120% – 187% month on month.
[ Jiangxi Special Electric Motor Co.Ltd(002176) : net profit in 2021 will increase by 2343% – 3041%]
According to the announcement of Jiangxi Special Electric Motor Co.Ltd(002176) , the net profit in 2021 is expected to be 350 million yuan – 450 million yuan, with a year-on-year increase of 2343.03% – 3041.03%. 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. Xiaocai note: the net profit of Q3 is 68 million yuan. Based on this calculation, the net profit of Q4 is expected to be 101 million yuan – 201 million yuan, an increase of 48% – 195% month on month.
[ Cosco Shipping Holdings Co.Ltd(601919) : the net profit in 2021 increased 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%. Xiaocai note: 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.
[ 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%.
[ Ingenic Semiconductor Co.Ltd(300223) : the net profit in 2021 is expected to increase by 1004% – 1245%]
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. Xiaocai note: the net profit of Q3 is 280 million yuan. Based on this calculation, the net profit of Q4 is expected to be 173 million-349 million yuan, with a month on month change of – 38% – 24%.
[Geely Automobile: the joint venture established with Lifan Technology(Group)Co.Ltd(601777) has completed the industrial and commercial registration procedures and is named Ruilan automobile]
Geely Automobile port Stock Exchange announced that the joint venture established with Lifan Technology(Group)Co.Ltd(601777) has completed the industrial and commercial registration procedures and obtained the business license issued by the market supervision administration of Liangjiang New Area, Chongqing, China. Its name is Chongqing Ruilan Automobile Technology Co., Ltd. (“Ruilan automobile”). Ruilan automobile will launch a variety of power products in the future. Based on self-developed power exchange technology, Ruilan automobile is committed to creating an intelligent power exchange ecology and providing competitive power exchange products and services for the market.
[ Shanghai International Airport Co.Ltd(600009) : it is estimated that the loss in 2021 will be 1.64 billion yuan – 1.78 billion yuan]
According to the announcement of Shanghai International Airport Co.Ltd(600009) , the loss in 2021 is expected to be 1.64 billion yuan – 1.78 billion yuan; The passenger throughput and the completion of aircraft take-off and landing sorties of Pudong Airport in 2021 were lower than expected at the beginning of the year. The epidemic spread in many places in China limited the recovery and growth of China’s airline business volume. Due to the global epidemic situation, the international airline business volume was still greatly affected. The business development and customer operation of the company were greatly affected by the continuous impact of the epidemic, and the operation continued to be under pressure. Xiaocai note: the net profit loss of Q3 is 510 million yuan. Based on this calculation, the net profit loss of Q4 is expected to be 389 million yuan to 529 million yuan.
[ 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. Xiaocai note: the net profit of Q3 is 2.913 billion yuan. Based on this calculation, the net profit of Q4 is expected to be 1.496 billion-2.156 billion yuan, down 25.99% – 48.64% month on month.
[ Gigadevice Semiconductor (Beijing) Inc(603986) : the net profit in 2021 is expected to increase by 159% – 175% year-on-year]
According to the announcement of Gigadevice Semiconductor (Beijing) Inc(603986) , the net profit in 2021 is expected to be 2.28-2.42 billion yuan, with a year-on-year increase of 158.88% – 174.78%. In 2021, the demand for terminal intelligence and the localization trend of supply chain will become more and more obvious, the market demand of the company’s products will continue to be strong, and the revenue contribution of industries and other fields will increase; At the same time, continue to strengthen R & D, constantly improve the product line and further enhance the core competitiveness.
On the supply side, the company promotes the diversified layout of the supply chain, actively responds to supply shortages, and provides strong capacity guarantee for performance growth. The net profit deducted from non-profit in 2021 increased by 1.612 billion yuan to 1.752 billion yuan compared with the same period of last year. Xiaocai note: the net profit of Q3 is 862 million yuan. Based on this calculation, the net profit of Q4 is expected to be 632 million yuan – 772 million yuan, down 10% – 27% 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. Xiaocai note: the net profit of Q3 is 793 million yuan. Based on this calculation, the net profit of Q4 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. Xiaocai note: the net profit of Q3 is 349 million yuan. Based on this calculation, the net profit of Q4 is expected to be 241 million yuan – 291 million yuan, down 17% – 31% month on month.
[ Guanghui Energy Co.Ltd(600256) : from 2022 to 2030, the total installed capacity of supporting wind room with photovoltaic new energy power generation is 6.25 million KW]
Guanghui Energy Co.Ltd(600256) released the outline of the strategic planning for the development of hydrogen energy industry chain. The planned construction configuration of Guanghui Energy Co.Ltd(600256) hydrogen energy project includes 537 sets of 1000nm3 / h electrolytic water hydrogen production units, 180 1000m3 hydrogen storage tanks (1.6Mpa), 46 automobile hydrogenation stations and 1565 hydrogen fuel heavy trucks. Meanwhile, from 2022 to 2030, the total installed capacity of supporting wind room with photovoltaic new energy power generation is 6.25 million kW (including wind power generation of 5 million KW and photovoltaic power generation of 1.25 million KW), of which the total installed capacity of new energy power generation at the end of the 14th five year plan is 3.2 million kW (wind power of 2.55 million KW and photovoltaic power of 650000 kW); At the end of the 15th five year plan, the total installed capacity of new energy power generation was 3.05 million kW (2.45 million kw of wind power and 600000 kW of photovoltaic power).
[ 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, etc.]
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. Xiaocai note: 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.
[ Zhejiang Juhua Co.Ltd(600160) : the net profit in 2021 is expected to increase by 959% – 1148%]
Zhejiang Juhua Co.Ltd(600160) announced that the company expects the net profit attributable to shareholders of Listed Companies in 2021 to be 1.01 billion yuan to 1.19 billion yuan, an increase of 915 million yuan to 1.095 billion yuan compared with the same period of last year, an increase of 959% to 1148% year-on-year. Affected by the rising price of upstream raw materials, cost promotion and the improvement of industry supply and demand pattern, the price of the company’s main products increased year-on-year. Xiaocai note: the net profit of Q3 is 154 million yuan. Based on this calculation, the net profit of Q4 is expected to be 752 million yuan – 932 million yuan, an increase of 387% – 503% month on month.
[ Wangfujing Group Co.Ltd(600859) : the net profit in 2021 is expected to increase by 266% – 313% year-on-year]
According to the announcement of Wangfujing Group Co.Ltd(600859) , the net profit in 2021 is expected to be 1.239 billion yuan to 1.399 billion yuan, an increase of 266% to 313% year-on-year after adjustment. During the reporting period, the net profit of shoushang shares from the beginning of the period to the merger date is included in the non recurring profit and loss of the company in the current year, and the comparative data of the previous period of the consolidated financial statements are adjusted accordingly; Affected by the rise in the share price of trading financial assets held by the company, the profit and loss from changes in fair value increased significantly compared with the same period of last year. Xiaocai note: the net profit of Q3 is 108 million yuan. Based on this calculation, the net profit of Q4 is expected to be 650 million yuan – 810 million yuan, an increase of 502% – 650% month on month.
[ 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.
[ Guangdong Faith Long Crystal Technology Co.Ltd(300460) : the net profit in 2021 increased by 593.01% – 741.51% year-on-year]
According to the announcement of Guangdong Faith Long Crystal Technology Co.Ltd(300460) , the net profit attributable to the parent company is expected to be 140-170 million yuan in 2021, with a year-on-year increase of 593.01% – 741.51%. Benefiting from the rapid development of 5g and above technologies and the Internet of things, the acceleration of domestic substitution and the transformation of the company’s business strategy, the downstream customer structure of the company has been optimized, and the orders and operating revenue have continued to grow, of which the operating revenue of electronic components business has increased by about 80%. The prices of some products of the company have increased significantly, and the sales proportion of miniaturization and device products has further increased. Xiaocai note: Q3 net profit is 50 million yuan. Based on this calculation, Q4 net profit is expected to be 02 million yuan – 32 million yuan, down 36% – 96% month on month.
[ Kingsemi Co.Ltd(688037) : the net profit in 2021 will increase by 51% to 64% year-on-year]
According to the announcement of Kingsemi Co.Ltd(688037) , the net profit attributable to the owners of the parent company is expected to be 73.5 million yuan to 80 million yuan in 2021, with a year-on-year increase of 50.53% to 63.84%. During the reporting period, the prosperity of the semiconductor industry continued to improve. The company actively grasped market opportunities and strengthened market development. The newly signed orders increased significantly compared with the same period last year. While maintaining the steady growth of product revenue in the field of small size (such as LED, compound semiconductor, etc.) and advanced packaging in the back of integrated circuits, the company also achieved rapid and large-scale product revenue in the field of wafer processing in the front of integrated circuits.
Xiaocai note: the net profit of Q3 is 18.02 million yuan. Based on this calculation, the net profit of Q4 is expected to be 20.41 million yuan – 24.91 million yuan, an increase of 13% – 49% month on month.
Investment & signing
[beiteri: it is proposed to invest in the integrated base project of lithium battery cathode materials with an annual output of 200000 tons]
Beiteri announced that the company plans to sign the cooperation agreement on the integrated base project of lithium battery negative materials with an annual output of 200000 tons with the government of Dali Bai Autonomous Prefecture and the government of Xiangyun County, and plans to invest in the “integrated base project of lithium battery negative materials with an annual output of 200000 tons” in the economic and Technological Development Zone of Xiangyun County, Dali Prefecture. The project is planned to be constructed in three phases, The estimated investment of phase I project is 2.392 billion yuan.
[ Zhejiang Weiming Environment Protection Co.Ltd(603568) : sign joint venture agreement for high nickel matte project]
Zhejiang Weiming Environment Protection Co.Ltd(603568) announced that the joint venture agreement on smelting 40000 tons (Indonesia) of high matte nickel containing metal with laterite nickel ore of merit and Weiming was signed with merit company for the investment and construction of high matte nickel project, and the total investment of the project is no more than 390 million US dollars. According to the share ratio of the company, the amount of this foreign investment does not exceed US $273 million.
[ Hunan Zhongke Electric Co.Ltd(300035) : it is proposed to invest in the project of 100000 tons of negative electrode material powder production base]
Hunan Zhongke Electric Co.Ltd(300035) announced that the company plans to invest 60 million yuan to Anhui Haida new materials Co., Ltd. through its holding subsidiary to hold 60% of its equity. At the same time, it will sign an investment cooperation agreement with Haida new materials and Wangjiang economic development zone. Haida new materials plans to invest 510 million yuan to build a “100000 ton annual negative electrode material powder production base project” in Wangjiang economic development zone, Build the company into a raw material supply, production and processing base of negative electrode materials.
[ Zibo Qixiang Tengda Chemical Co.Ltd(002408) : it is proposed to invest in the expansion of 40000 t / a cis polybutadiene rubber and supporting projects]
According to the announcement of Zibo Qixiang Tengda Chemical Co.Ltd(002408) , it is planned to continue to invest in the expansion of 40000 t / a cis polybutadiene rubber unit and build a 200000 t / a butadiene extraction unit on the basis of the original design capacity of 50000 T / a cis polybutadiene rubber unit, with an estimated total investment of 270 million yuan.
[ Shenzhen Bauing Construction Holding Group Co.Ltd(002047) : sign strategic cooperation agreement with Eging Photovoltaic Technology Co.Ltd(600537) ]
According to the announcement of Shenzhen Bauing Construction Holding Group Co.Ltd(002047) , the company and Eging Photovoltaic Technology Co.Ltd(600537) signed the strategic cooperation framework agreement on the same day, which is valid for 3 years. In the future, the two sides plan to conduct in-depth cooperative R & D in the fields of photovoltaic building integration and zero carbon building, build relevant R & D platforms, and carry out R & D in the fields of green building materials, smart grid and Microgrid.
equity change
[ Beijing Kingsoft Office Software Inc(688111) disclose the results of shareholder inquiry transfer: JPMorgan received 235 million yuan]
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 received 132 million yuan and JPMorgan Chase received 235 million yuan.
[ Gd Power Development Co.Ltd(600795) : National Energy Group privatizes Kehuan group company to subscribe for Chunhui environmental protection equity]
Gd Power Development Co.Ltd(600795) announced that China National Energy Group will privatize and merge Kehuan group through its wholly-owned subsidiary Beijing Chunhui Qingcloud Technologies Corp(688316) environmental protection Co., Ltd. Chunhui environmental protection paid cash consideration to the H-share shareholders of Kehuan group to acquire the H-share shares of Kehuan group. Kehuan group applied to the stock exchange of Hong Kong for withdrawal of its listing status. After Chunhui environmental protection acquired the H shares of Kehuan group, Chunhui environmental protection absorbed and merged Kehuan group. As the consideration of absorption and merger, Chunhui environmental protection acquired all the internal capital shares of Kehuan group held by the national energy group and the company by issuing additional registered capital to the national energy group and the company. After the completion of the transaction, the 39.19% equity of Kehuan group held by the company will be replaced by 39.19% equity of Chunhui environmental protection, and the national energy group will hold 60.81% equity of Chunhui environmental protection.
[ Tieling Newcity Investment Holding (Group) Limited(000809) : planning control change and stock suspension]
Tieling Newcity Investment Holding (Group) Limited(000809) announced that the controlling shareholder Tieling Financial Assets Management Co., Ltd. is planning major matters involving the company, which may involve the change of control of the company. The trading of the company’s shares has been suspended since January 25, and the suspension is expected to be no more than two trading days.
[ Shenzhen Roadrover Technology Co.Ltd(002813) : the company’s control is proposed to change and the trading of shares is suspended]
Shenzhen Roadrover Technology Co.Ltd(002813) it is announced that the controlling shareholder Guo Xiumei plans to transfer the shares of the company held by her to the counterparty, and the total transfer proportion accounts for 29.99% or more of the total share capital of the company, which will lead to the change of control of the company and the suspension of trading of shares.
[Shannon Xinchuang: shareholders Liu Jun and Liu Xiang plan to transfer shares of the company]
Shannon Xinchuang announced that the shareholder Liu Jun plans to transfer 5.9% of the company’s shares held by him to Pingshi assets, with a total amount of 516 million yuan; Shareholder Liu Xiang plans to transfer 5% of the company’s shares held by him to Yansheng assets, with a total amount of 437 million yuan; The shareholders Liu Xiang and Liu Jun intend to transfer 4.3% and 1.6% of the shares of the company held by them to changlehui capital respectively, with a total amount of 517 million yuan.
[ Shenzhen Sunrise New Energy Co.Ltd(002256) : the subsidiary plans to transfer 100% equity of Xinyu Deyou]
Shenzhen Sunrise New Energy Co.Ltd(002256) it is announced that Shenzhen Yongsheng new energy, a wholly-owned subsidiary of the company, plans to transfer 100% of the equity of Xinyu Deyou to China Nuclear Huineng, with a comprehensive transfer consideration of 344 million yuan, of which the equity transfer price is 7.2 million yuan, and the counterparties specify that the target company bears a total debt of 336.8 million yuan based on the audit data on the base date. After the completion of this transaction, Yongsheng new energy is expected to receive a total of 245 million yuan of share transfer and current arrears of its subsidiary Xinyu Deyou, which will effectively enrich the working capital of the company.
increase / decrease & repurchase
[ Sinostar Cable Co.Ltd(300933) : the shareholder Tianjin xinyuanjing plans to reduce the company’s shares by no more than 10.91%]
Sinostar Cable Co.Ltd(300933) announced that the shareholder Tianjin xinyuanjing plans to reduce its holding of no more than 10.9073% of the company’s shares.
[ Yijiahe Technology Co.Ltd(603666) : the shareholder Huatai Zhanxin investment plans to reduce the company’s shares by no more than 3.2%]
Yijiahe Technology Co.Ltd(603666) announced that the shareholder Huatai war new investment plans to reduce the company’s shares by no more than 3.2%. 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.
[ Ningbo Huaxiang Electronic Co.Ltd(002048) : it is proposed to repurchase shares with 210 million yuan – 215 million yuan]
Ningbo Huaxiang Electronic Co.Ltd(002048) it is announced that it is planned to repurchase shares with a price of 210 million yuan to 215 million yuan, and the repurchase price shall not exceed 34.01 yuan / share.
[ Shenyang Blue Silver Industry Automatic Equipment Co.Ltd(300293) : the controlling shareholder and the person acting in concert intend to reduce the company’s shares by no more than 2%]
Shenyang Blue Silver Industry Automatic Equipment Co.Ltd(300293) announced that the controlling shareholder Lanying automatic control and its concerted action person Zhongju international plan to reduce the shares of the company by no more than 2%.
operation & performance
[ Xiangtan Electrochemical Scientific Co.Ltd(002125) : it is estimated that the net profit in 2021 will increase by 651% – 888%]
Xiangtan Electrochemical Scientific Co.Ltd(002125) announced that in 2021, the company’s pre profit was 190 million yuan to 250 million yuan, with a year-on-year increase of 651.03% – 888.2%.
The increase of the company’s performance in 2021 over the same period of last year is mainly due to the year-on-year increase in the sales unit price of electrolytic manganese dioxide products, the year-on-year increase in the investment income of associated enterprises and the year-on-year increase in other business income such as ore sales.
[ Zhejiang Yongtai Technology Co .Ltd(002326) : the net profit in 2021 increased by 133% – 250% year on year]
Zhejiang Yongtai Technology Co .Ltd(002326) released the performance forecast. The company expects the net profit attributable to the parent company to be RMB 280 million-420 million in 2021, with a year-on-year increase of 133.33% – 249.99%. During the reporting period, with the rapid development of the new energy vehicle market, the market demand for lithium battery material products increased significantly, the supply of lithium hexafluorophosphate and other products produced by the company was tight, the price continued to rise, and the profitability of products increased; At the same time, the capacity of lithium battery material products such as VC and FEC increased by the company’s new projects put into operation during the reporting period, which increased the production and sales volume of the company’s lithium battery business and became a new profit growth point of the company.
[ China Shipbuilding Industry Company Limited(601989) : it is estimated that the net profit in 2021 will be 210 million yuan – 250 million yuan]
According to the announcement of China Shipbuilding Industry Company Limited(601989) , the net profit in 2021 is expected to be 210 million yuan to 250 million yuan. During the reporting period, the company firmly grasped the opportunity of the rapid recovery of the demand for new ship orders, actively undertook orders, and the production and operation showed a steady and positive trend. At the same time, the subordinate subsidiaries received land compensation, increasing the income from the disposal of assets of the company in 2021 by 1.046 billion yuan.
[ Orient Securities Company Limited(600958) : the net profit in 2021 is expected to increase by 85% – 105% year-on-year]
According to the announcement of Orient Securities Company Limited(600958) , the net profit in 2021 is expected to be 5.038 billion yuan – 5.582 billion yuan, with a year-on-year increase of 85% – 105%. In 2021, the capital market was active, the company actively grasped the market opportunities, all businesses were stable and good, and the operating performance increased significantly; The net fee income from asset management, brokerage, investment banking and other businesses and the investment income of associated enterprises increased year-on-year, and the provision for credit impairment decreased year-on-year.
[ Jiangxi Fushine Pharmaceutical Co.Ltd(300497) : the net profit in 2021 is expected to decrease by 80.02% – 86.28% year on year]
According to the announcement of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) , the net profit attributable to the parent company is expected to be 43.8 million yuan – 63.8 million yuan in 2021, a year-on-year decrease of 80.02% – 86.28%. Due to the sharp rise in the price of raw materials of the company’s main products, the company’s procurement cost has increased significantly; At the same time, affected by market demand, epidemic situation and other factors, the sales volume and price of some products decreased year-on-year, resulting in reduced profits.
[ Tianshui Huatian Technology Co.Ltd(002185) : the net profit in 2021 increased by 88% – 114% year-on-year]
According to the announcement of Tianshui Huatian Technology Co.Ltd(002185) , the net profit in 2021 is expected to be 1.32-1.5 billion yuan, with a year-on-year increase of 88.11% – 113.76%. Affected by the acceleration of 5g construction, the growth of consumer electronics and automotive electronics demand and other factors, the integrated circuit market demand continues to be strong, the company’s orders are full, and the business scale continues to expand. According to the preliminary calculation of the company’s financial department, the net profit attributable to the shareholders of the listed company in 2021 is expected to increase significantly compared with the same period of last year. Xiaocai note: the net profit of Q3 is 415 million yuan. Based on this calculation, the net profit of Q4 is expected to be 292 million yuan – 472 million yuan, with a month on month change of – 30% to 14%.
[ Chengdu Kanghua Biological Products Co.Ltd(300841) : the net profit in 2021 is expected to increase by 98% – 106% year-on-year]
Chengdu Kanghua Biological Products Co.Ltd(300841) released the performance forecast. It is estimated that the net profit attributable to the parent company will be 808-840 million yuan in 2021, with a year-on-year increase of 98.02% – 105.86%. In May 2021, the second workshop of the company’s viral vaccine passed the GMP compliance inspection and completed the change of drug production license, and the production capacity of freeze-dried human rabies vaccine (human diploid cells) was improved; In 2021, the sales price of the company’s vaccine products increased, and the sales volume increased compared with the same period of last year; The impact of the company’s non recurring profits and losses on the net profit is about 270 million yuan, mainly due to the changes in the fair value of the participating companies.
[ Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) : the net profit in 2021 will increase by 289.32% – 317.13%]
According to the announcement of Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) , the net profit in 2021 is expected to be 7-7.5 billion yuan, with a year-on-year increase of 289.32% – 317.13%. The prosperity of China’s chemical industry is high, and the price of leading products has a large increase year-on-year.
contract & project winning
[ China Railway Construction Corporation Limited(601186) : recently won the bid for a major project of 9.121 billion yuan]
China Railway Construction Corporation Limited(601186) announced that recently won the bid for major projects of RMB 9.121 billion, accounting for 10.01% of the company’s audited operating revenue in 2020.
[ China State Construction Engineering Corporation Limited(601668) : recently won 85.71 billion yuan of major projects]
China State Construction Engineering Corporation Limited(601668) announcement: recently won the bid for 85.71 billion yuan of major projects, reaching 5.3% of the audited operating revenue in 2020.
[ Citic Heavy Industries Co.Ltd(601608) : won the bid for the 850 million yuan offshore wind power project]
Citic Heavy Industries Co.Ltd(601608) announced that it won the bid for the fabrication of jacket foundation and foundation steel pipe pile of Mingyang Yangjiang Qingzhou four seas wind power project, with a bid winning amount of 850 million yuan.
[ Sichuan Crun Co.Ltd(002272) : the subsidiary signed the procurement contract of wind turbine parts with Ming Yang Smart Energy Group Limited(601615) ]
Sichuan Crun Co.Ltd(002272) announced that chuanrun hydraulic, a wholly-owned subsidiary of the company, and Ming Yang Smart Energy Group Limited(601615) signed the 2022 framework procurement contract for wind turbine parts, with a total contract amount of 630.8 million yuan.
[ Palm Eco-Town Development Co.Ltd(002431) : won the bid for the 545 million yuan comprehensive renovation PPP project]
Palm Eco-Town Development Co.Ltd(002431) announced that the company recently received the letter of acceptance of the “PPP project for comprehensive improvement of ecological environment in Panhe urban section of Sheqi county”. The estimated total investment of the project is 545 million yuan, accounting for 11.31% of the company’s audited operating revenue in 2020.
financing & fixed increase
[ 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]
Xiangtan Electric Manufacturing Co.Ltd(600416) announced that it is planned to raise no more than 3 billion yuan for the serial development and industrialization of on-board 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 supplementary working capital.
[ China Express Airlines Co.Ltd(002928) : it is proposed to raise no more than 2.5 billion yuan]
China Express Airlines Co.Ltd(002928) announcement, it is proposed to raise no more than 2.5 billion yuan for the introduction of four A320 series aircraft, the purchase of 14 aircraft standby engines and the replenishment of working capital. At the same time, it is announced that it is expected to have a loss of 69 million yuan to 105 million yuan in 2021 and a profit of 610 million yuan in the same period of last year.
[ 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]
Shanghai Tianyang Hotmelt Adhesives Co.Ltd(603330) announced that the company plans to raise a total of no more than 1.2 billion yuan through non-public offering of shares, which will be used for the new photovoltaic film project with an annual output of 150 million square meters of Kunshan Tianyang photovoltaic materials Co., Ltd., the Cecep Solar Energy Co.Ltd(000591) packaging adhesive film project of Nantong Tianyang Photovoltaic Materials Technology Co., Ltd Haian Tianyang New Material Technology Co., Ltd. will build a new photovoltaic membrane project with an annual output of 150 million square meters and supplement working capital.
Li Zhelong, the actual controller of the company, plans to subscribe for no less than 60 million yuan.
[ Guangdong Delian Group Co.Ltd(002666) : it is proposed to raise no more than 1 billion yuan]
Guangdong Delian Group Co.Ltd(002666) announced that it is proposed to raise no more than 1 billion yuan for the R & D and manufacturing project of new material adhesive of Delian automobile, the expansion project of new material R & D center and supplement working capital.
[ Shenzhen Frd Science & Technology Co.Ltd(300602) : it is proposed to raise no more than 1 billion yuan]
According to the announcement of Shenzhen Frd Science & Technology Co.Ltd(300602) , it is proposed to raise no more than 1 billion yuan 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]
Jiangsu Cnano Technology Co.Ltd(688116) it is announced that it is planned to issue convertible bonds to raise no more than 830 million yuan for the production project of carbon based conductive material composite products.
[ Hongbo Co.Ltd(002229) : it is proposed to raise no more than 300 million yuan to supplement working capital]
Hongbo Co.Ltd(002229) it is announced that the total amount of funds raised by the company’s non-public offering of shares shall not exceed 300 million yuan, and the net amount shall be used to supplement working capital after deducting the issuance expenses. The subscription object of the company’s non-public offering is Lujie electronics, which is an enterprise controlled by Mao Wei, the actual controller of the company.
others
[ Camel Group Co.Ltd(601311) : received the fixed point letter of German BMW 12V auxiliary lithium battery system project]
Camel Group Co.Ltd(601311) announced that the wholly-owned subsidiary camel group battery sales Co., Ltd. has received the fixed-point letter of BMW 12V auxiliary lithium battery system project in Germany. 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. The project will not have an impact on the company’s performance in this year, and will be conducive to increasing the operating income and operating benefits in the coming years.
[ Shenzhen Deren Electronic Co.Ltd(002055) : the subsidiary obtained the fixed-point notice of Chinese automobile customer development]
Shenzhen Deren Electronic Co.Ltd(002055) announced that the company recently received a notice from its holding subsidiary Meida electric appliance that Meida electric appliance has reached a cooperation with a mainstream automobile company in China to become a supplier of its new energy vehicle platform model “ODP integrated on-board power management module”. The life cycle of the project is 6 years, and the total amount of the life cycle is expected to be about 1 billion yuan.
[ Beijing Beimo High-Tech Frictional Material Co.Ltd(002985) : it is proposed to start the preparatory work for the domestic listing of the spin off subsidiary]
Beijing Beimo High-Tech Frictional Material Co.Ltd(002985) announcement: 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. (hereinafter referred to as “jinghanyu”) on the domestic stock exchange.
[ Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) : chemical branch and Shanxi Lanhua Danfeng Chemical Co., Ltd. will stop production until March 15, 2022]
Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) announcement: according to the requirements of the notice of Shanxi Provincial Department of industry and information technology on Forwarding the minimum production plan of key fertilizer production enterprises, after research, three enterprises affiliated to the company, Shanxi Lanhua Coal Chemical Co., Ltd., Tianyue branch and new material branch, will operate normally. The chemical branch and Shanxi Lanhua Danfeng Chemical Co., Ltd. will stop production until March 15, 2022 in accordance with the requirements of Jincheng autumn and winter control measures.
[ Zhejiang Asia-Pacific Mechanical & Electronic Co.Ltd(002284) : received a fixed-point notice from an independent brand host factory in China]
Zhejiang Asia-Pacific Mechanical & Electronic Co.Ltd(002284) announcement: Recently, we received a fixed-point notice from an independent brand main engine factory in China. The company will develop and produce the front disc brake with steering knuckle assembly and rear drum brake assembly products of a new energy vehicle as the customer’s parts development and production supplier.
[ Hainan Airlines Holding Co.Ltd(600221) : Liu Lu resigned from the chairman and other positions]
Hainan Airlines Holding Co.Ltd(600221) announcement: for personal reasons, Liu Lu applied to resign from the relevant positions of the company’s legal representative, chairman, director and special committees under the board of directors.
[ Yango Group Co.Ltd(000671) : Dagong adjusted the credit rating of Yango Group Co.Ltd(000671) subject to AA +]
According to the announcement of Yango Group Co.Ltd(000671) , Dagong decided to adjust the credit rating of Yango Group Co.Ltd(000671) subject to AA +, with a negative rating outlook, “21 Yango Group Co.Ltd(000671) mtn001″, “21 Yangcheng 01”, “21 Yangcheng 02”, “20 Yangcheng 01”, “20 Yangcheng 02”, “20 Yangcheng 03”, “20 Yangcheng 04”, “20 Yango Group Co.Ltd(000671) mtn001”, “20 Yango Group Co.Ltd(000671) mtn002” and “20 Yango Group Co.Ltd(000671) mtn003” to AA +.
