[focus today]
Henan Shenhuo Coal&Power Co.Ltd(000933) : it is estimated that the revenue in 2022 will be 33 billion yuan, and the total main operating profit will be 5 billion yuan
Henan Shenhuo Coal&Power Co.Ltd(000933) disclosed the business plan for 2022. Under the current market conditions, the company expects the annual fluctuation range of electrolytic aluminum product price to be 17000-23000 yuan / ton, and the annual fluctuation range of alumina price to be 2400-3500 yuan / ton. According to the calculation of the average price of the company’s main products and raw materials in 2022, it is expected to achieve an annual operating revenue of 33 billion yuan and a total operating profit of 5 billion yuan from its main business. In addition, in order to seize the opportunity of the outbreak of new energy batteries, Shenlong Baoding, the holding subsidiary of the company, is agreed to invest in the production and construction project of new energy power battery materials with an annual output of 60000 tons. According to the project feasibility study report issued by China Color Technology Co., Ltd., the total investment of the project is 1.185 billion yuan.
Huabao Flavours & Fragrances Co.Ltd(300741) : Zhu linyao, the actual controller, has been subjected to residential surveillance at the designated residence
Huabao Flavours & Fragrances Co.Ltd(300741) announcement: it was learned from Zhu linyao’s family that Zhu linyao, the actual controller, has been subjected to residential surveillance at the designated residence. Previously, the company received the notice of filing a case from Leiyang supervision committee, which decided to file an investigation into Zhu linyao’s violation of the law.
Beijing Hualian Hypermarket Co.Ltd(600361) : it is proposed to acquire 100% equity of innovative metal with RMB 11.482 billion
Beijing Hualian Hypermarket Co.Ltd(600361) announced that the company plans to purchase 100% equity of innovative metal held by innovative group, Cui Lixin, Yang Aimei, Geng Hongyu, Wang Wei and innovative metal financial investors by issuing shares to buy assets, with a transaction price of RMB 11.482 billion. At the same time, the total amount of supporting financing is no more than 1.5 billion yuan, which is respectively used for the project of innovative metal with an annual output of 800000 tons of high-strength and high toughness aluminum alloy materials (phase II) and the project of Yunnan innovative alloy with an annual output of 1.2 million tons of light high-strength aluminum alloy materials (phase II).
Yongxing Special Materials Technology Co.Ltd(002756) : a joint venture with Contemporary Amperex Technology Co.Limited(300750) is proposed to invest in the construction of lithium carbonate project
According to the announcement of Yongxing Special Materials Technology Co.Ltd(002756) , the company signed the joint venture agreement with Contemporary Amperex Technology Co.Limited(300750) and agreed to establish a joint venture and invest in the construction of lithium carbonate project with the joint venture as the main body. The total investment amount of the project does not exceed 2.5 billion yuan, and it is planned to build a project with an annual output of 50000 tons of lithium carbonate; The first phase is to invest in the construction of a lithium carbonate production capacity project with an annual output of 30000 tons, with a total investment amount of no more than 1.5 billion yuan; After the first phase of the project is completed, the construction of surplus capacity will be started. In addition, the company and Contemporary Amperex Technology Co.Limited(300750) will also cooperate on the company’s lithium carbonate products.
Zhejiang Orient Gene Biotech Co.Ltd(688298) : several overseas medical device registration certificates of covid-19 virus detection reagents and related detection instruments were added
Zhejiang Orient Gene Biotech Co.Ltd(688298) it is announced that the company and its wholly-owned subsidiary HENGJIAN Biotechnology Co., Ltd. of the United States have recently obtained the overseas medical device registration certificates (including EU CE and Columbia medical device registration certificates) of the following covid-19 virus detection reagents and related detection instruments. Such products can be sold in the corresponding certification countries and within the authorization period.
Kweichow Moutai Co.Ltd(600519) : it is proposed to invest 4.11 billion yuan in the construction of phase I construction project of Maotai flavored wine Xishui tongminba in the 14th five year plan
Kweichow Moutai Co.Ltd(600519) announced that the board of directors agreed that the company would invest 4.11 billion yuan to implement the phase I construction project of Maotai flavored wine Xishui tongminba in the 14th five year plan, and the required funds would be raised by the company itself. After the completion of the project, a series of liquor can be formed, with a liquor making capacity of about 12000 tons, a koji making capacity of about 29400 tons and a liquor storage capacity of about 36000 tons. The construction period is 24 months.
Wanhua Chemical Group Co.Ltd(600309) : raise China’s MDI listing price in February
According to the announcement of Wanhua Chemical Group Co.Ltd(600309) , since February 2022, Wanhua Chemical Group Co.Ltd(600309) China’s aggregated MDI market has a listing price of 22800 yuan / ton (1300 yuan / ton higher than the price in January); The listing price of pure MDI is 23800 yuan / ton (1300 yuan / ton higher than the price in January).
[business performance]
Shandong Sinobioway Biomedicine Co.Ltd(002581) : it is estimated that the net profit in 2021 will be 235 million yuan – 352 million yuan
According to the announcement of Shandong Sinobioway Biomedicine Co.Ltd(002581) , the net profit in 2021 is expected to be 235-352 million yuan, with a loss of 196 million yuan in the same period of last year. During the reporting period, the sales volume of the company’s main products enjingfu and Jiefu increased year-on-year, and the operating revenue increased; At the same time, the investment income increased year-on-year, so the performance of this period increased significantly.
Shandong Denghai Seeds Co.Ltd(002041) : the net profit in 2021 will increase by 100% – 150% year-on-year
Shandong Denghai Seeds Co.Ltd(002041) released the performance forecast. It is estimated that the net profit attributable to the parent company will be 204 million yuan to 255 million yuan in 2021, with a year-on-year increase of 100% – 150%. During the reporting period, the price of commodity grain corn increased, farmers’ enthusiasm for growing grain increased, the company’s seed business improved, and the sales of corn seeds, wheat seeds and rice seeds increased compared with the same period of last year. The profitability of subsidiaries has been greatly improved.
Sichuan Expressway Company Limited(601107) : the net profit in 2021 is expected to increase by about 172% year-on-year
According to the announcement of Sichuan Expressway Company Limited(601107) , the company expects the net profit in 2021 to be about 1.835 billion yuan, an increase of about 172.12%. Due to non recurring profit and loss events such as the transfer of 91% equity of the holding subsidiary renshoujiao investment land Co., Ltd., the amount affected was about 848 million yuan. Note: the net profit of Q3 is 263 million yuan. Based on this calculation, the net profit of Q4 is expected to be 900 million yuan, an increase of 242% month on month.
Tianqi Lithium Corporation(002466) : it is estimated that the net profit in 2021 will be 1.8 billion yuan – 2.4 billion yuan
According to the announcement of Tianqi Lithium Corporation(002466) , the net profit in 2021 is expected to be 1.8-2.4 billion yuan, with a loss of 1.834 billion yuan in the same period last year. Benefiting from the improvement of global new energy vehicle prosperity, accelerated capacity expansion of lithium-ion battery manufacturers, warmer orders of downstream cathode materials and other positive factors, the sales volume and average sales price of main lithium products increased significantly year-on-year; The transaction of introducing strategic investor Igo Limited into subsidiaries through capital increase and share expansion was completed, and the debt restructuring income related to the extension of syndicated M & a loan was confirmed to be RMB 673 million and the amortization of unrecognized financing expenses in the corresponding period was RMB 609 million; It is expected that the performance of the associated company sqm2021 will increase significantly year-on-year, and the investment income recognized in the reporting period will increase significantly compared with that in 2020. Note: the net profit of Q3 is 444 million yuan. Based on this calculation, the net profit of Q4 is expected to be 1.27 billion yuan – 1.87 billion yuan, an increase of 186% – 321% month on month.
Ningbo Shanshan Co.Ltd(600884) : the net profit in 2021 is expected to increase by 2146% – 2356% year-on-year
According to the announcement of Ningbo Shanshan Co.Ltd(600884) , the net profit in 2021 is expected to be 3.1 billion yuan – 3.39 billion yuan, with a year-on-year increase of 2146% to 2356%. The company accelerated the release of production capacity of its core business, and the overall sales volume and profitability of lithium battery materials business increased significantly year-on-year; The Chinese mainland delivery and completion of the polarizer business are integrated into the merger area, which has developed steadily and has made a high performance contribution. Non recurring gains and losses have a great impact on performance, mainly because the company completed the transfer and delivery of 19.6438% equity of Shanshan energy during the period and obtained investment income.
Note: the net profit of Q3 is 2.014 billion yuan. Based on this calculation, the net profit of Q4 is expected to be 326 million yuan – 616 million yuan, down 69% – 84% month on month.
Wuxi Lead Intelligent Equipment Co.Ltd(300450) : it is estimated that the net profit in 2021 will increase by 88.92% – 114.98% year-on-year.
Starpower Semiconductor Ltd(603290) : the net profit in 2021 is expected to increase by 116% – 121% year-on-year.
Guang Dong Fenghua Advanced Technology (Holding) Co.Ltd(000636) : the net profit in 2021 will increase by 159.26% – 178.78%.
Shanghai Sinyang Semiconductor Materials Co.Ltd(300236) : the net profit in 2021 is expected to decrease by 58% – 65% year-on-year, and the company’s R & D investment exceeds 200 million yuan, which is mainly due to the increase in R & D expenses of photoresist projects and major national science and technology projects.
Aohua endoscopy: the net profit in 2021 is expected to increase by 203% – 240% year-on-year.
Shenzhen Inovance Technology Co.Ltd(300124) : the net profit in 2021 is expected to increase by 55% – 75% year-on-year.
Shengyi Technology Co.Ltd(600183) : the net profit in 2021 is expected to increase by 56% – 73% year-on-year.
Yunnan Botanee Bio-Technology Group Co.Ltd(300957) : the net profit in 2021 is expected to increase by 51% – 64% year-on-year.
China Three Gorges Renewables (Group) Co.Ltd(600905) : the net profit in 2021 is expected to increase by 54% – 61% year-on-year.
Jiangsu Dingsheng New Material Joint-Stock Co.Ltd(603876) : in 2021, the pre profit was 410 million yuan – 450 million yuan, reversing the loss year-on-year.
Angang Steel Company Limited(000898) : the net profit in 2021 is expected to increase by 256% year-on-year.
Shanghai Milkground Food Tech Co.Ltd(600882) : the net profit in 2021 is expected to increase by 136% – 204% year-on-year.
Sichuan Swellfun Co.Ltd(600779) : the net profit in 2021 is expected to increase by 64% year-on-year.
Suzhou Uigreen Micro&Nano Technologies Co.Ltd(688661) : the net profit in 2021 is expected to increase by 60% – 79% year-on-year.
Galaxycore Inc(688728) : the net profit in 2021 is expected to increase by 47% – 75% year-on-year.
Western Securities Co.Ltd(002673) performance express: net profit in 2021 increased by 27% year-on-year.
Caida Securities Co.Ltd(600906) performance express: net profit in 2021 increased by 23% year-on-year.
Rockchip Electronics Co.Ltd(603893) performance express: the net profit in 2021 was 603 million yuan, a year-on-year increase of 89%.
Hundsun Technologies Inc(600570) : the net profit in 2021 is expected to increase by 11% year-on-year.
Ourpalm Co.Ltd(300315) : it is expected to lose 1 billion yuan to 1.4 billion yuan in 2021.
Jiangsu Zhongtian Technology Co.Ltd(600522) : the net profit in 2021 is expected to decrease by 93% – 96% year-on-year.
Xinxiang Chemical Fibre Co.Ltd(000949) : the net profit in 2021 is expected to increase by 1455% – 1575% year-on-year.
Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) : the net profit in 2021 is expected to increase by 1292% – 1460% year-on-year.
Shenzhen Microgate Technology Co.Ltd(300319) : the net profit in 2021 is expected to increase by 601% – 769% year-on-year.
Sichuan Changhong Electric Co.Ltd(600839) : the net profit in 2021 is expected to increase by 495.16% – 649.45%.
Anhui Tongfeng Electronics Company Limited(600237) : the net profit in 2021 is expected to increase by 444% – 570% year-on-year.
Yibin Tianyuan Group Co.Ltd(002386) : the net profit in 2021 is expected to increase by 448% – 483% year-on-year.
Zhejiang Jinggong Science & Technology Co.Ltd(002006) : the net profit in 2021 is expected to increase by 218% – 323% year-on-year.
Fujian Acetron New Materials Co.Ltd(300706) : the net profit in 2021 is expected to increase by 139% – 210% year-on-year.
Pharmablock Sciences (Nanjing) Inc(300725) : the net profit in 2021 is expected to increase by 160% – 170% year-on-year.
Zhuzhou Kibing Group Co.Ltd(601636) : the net profit in 2021 is expected to increase by 121% – 145% year-on-year.
Shenyang Xingqi Pharmaceutical Co.Ltd(300573) : the net profit in 2021 is expected to increase by 112% – 140% year-on-year.
Fangda Carbon New Material Co.Ltd(600516) : the net profit in 2021 is expected to increase by 91% – 131% year-on-year.
Shenzhen Jpt Opto-Electronics Co.Ltd(688025) : the net profit in 2021 is expected to increase by 103% – 137% year-on-year.
Xi’An Triangle Defense Co.Ltd(300775) : the net profit in 2021 is expected to increase by 101% – 120% year-on-year.
Chengdu Xgimi Technology Co.Ltd(688696) : the net profit in 2021 is expected to increase by 80% year-on-year.
Shandong Sun Paper Co.Ltd(002078) : the net profit in 2021 is expected to increase by 46% – 60% year-on-year.
Shandong Bohui Paper Industry Co.Ltd(600966) : the net profit in 2021 is expected to increase by 93% – 115% year-on-year.
Queclink Wireless Solutions Co.Ltd(300590) : the net profit in 2021 is expected to increase by 71% – 102% year-on-year.
Huali Industrial Group Company Limited(300979) : the net profit in 2021 is expected to increase by 40% – 55% year-on-year.
Shandong Fengyuan Chemical Co.Ltd(002805) : the expected profit in 2021 is 48-55 million yuan, turning losses into profits year-on-year.
China Film Co.Ltd(600977) : the expected profit in 2021 is 205 million yuan – 275 million yuan, turning losses into profits.
Caihong Display Devices Co.Ltd(600707) : the expected profit in 2021 is 2.55 billion yuan – 2.7 billion yuan, reversing the loss year-on-year.
Yangzhou Yaxingmotor Coach Co.Ltd(600213) : the pre profit in 2021 is 1.5 million yuan – 2.25 million yuan, reversing the loss year-on-year.
Kaiyuan Education Technology Group Co.Ltd(300338) : the net profit loss in 2021 is 360 million yuan – 432 million yuan.
Beijing Vastdata Technology Co.Ltd(603138) : the net profit in 2021 is expected to be reduced by about 69.36%.
Aupu Home Style Corporation Limited(603551) : the net profit in 2021 is expected to decrease by 81% – 90% year-on-year.
Hengli Industrial Development Group Co.Ltd(000622) : the net profit in 2021 is expected to decrease by 38.96% – 83.04%.
Gansu Dunhuang Seed Group Co.Ltd(600354) : the net profit in 2021 is expected to decrease by 59% – 73%.
Zhejiang Asia-Pacific Mechanical & Electronic Co.Ltd(002284) : the net profit in 2021 is expected to increase by 285% – 346% year-on-year.
China Yangtze Power Co.Ltd(600900) performance express: the net profit in 2021 was 26.4 billion yuan, a year-on-year increase of 0.57%.
[major events]
Chongqing Sokon Industry Group Stock Co.Ltd(601127) : it is proposed to raise no more than 7.13 billion yuan and suspend the issuance and listing of H shares.
Hengli Petrochemical Co.Ltd(600346) : it is proposed to invest 19.988 billion yuan in the construction of 1.6 million T / a high-performance resin and new materials project.
Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) : if the asset restructuring is not approved, the trading will be resumed from tomorrow.
Kuangda Technology Group Co.Ltd(002516) : signed a 5.5 billion yuan filter chip R & D and production project.
Jiangxi Chen Guang New Materials Co.Ltd(605399) : it is proposed to invest 3 billion yuan in the construction of 135000 tons of silicon-based new materials and other projects.
Hengdian Group Dmegc Magnetics Co.Ltd(002056) : it is proposed to invest in many projects, such as the project of high-performance lithium battery with an annual output of 6gwh.
Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) : Lianhua Qingwen capsule has obtained the Liberian registration certificate.
Shanxi C&Y Pharmaceutical Group Co.Ltd(300254) : the subsidiary and Likang were approved to carry out covid-19 virus nucleic acid detection.
North China Pharmaceutical Company.Ltd(600812) : the drug registration certificate was obtained for omutezumab injection.
Shanghai Shyndec Pharmaceutical Co.Ltd(600420) : the two drugs passed the consistency evaluation of generic drugs.
Zhanjiang Guolian Aquatic Products Co.Ltd(300094) : sign a strategic agreement with the small rice cabinet to carry out cooperation in the field of aquatic prefabricated dishes.
Tecon Biology Co.Ltd(002100) : it is proposed to carry out commodity futures hedging with no more than 1 billion yuan.
Xiamen Sunrise Wheel Group Co.Ltd(002593) : it is proposed to invest 500 million yuan in the construction of heavy steel structure production project.
Chengdu Huasun Technology Group Inc.Ltd(000790) : it is planned to purchase commercial assets of no more than 130 million yuan to build Huashen life maintenance center project.
Wave Cyber (Shanghai) Co.Ltd(688718) : it is planned to invest no more than 150 million yuan to implement the reconstruction and expansion project of reverse osmosis membrane production line.
Ningbo Baosi Energy Equipment Co.Ltd(300441) : it is proposed to transfer 63.89% equity of Arnold precision to Walter.
China Merchants Property Operation & Service Co.Ltd(001914) : it is proposed to transfer 100% equity of three subordinate enterprises with 777 million yuan.
Zijin Mining Group Company Limited(601899) : complete the acquisition of new lithium company.
Zhejiang Tony Electronic Co.Ltd(603595) : Huzhou Dongni semiconductor material Co., Ltd. is proposed.
Xi’An Triangle Defense Co.Ltd(300775) : it is planned to terminate the investment in Sanhang Zhongxing.
Hangzhou Xili Intelligent Technology Co.Ltd(688616) : it is expected to win the second batch of framework bidding projects for metering products of China Southern Power Grid Corporation in 2021.
China Railway Signal & Communication Corporation Limited(688009) : won the bid for an important project in the rail transit market of RMB 1.828 billion.
Wuhan East Lake High Technology Group Co.Ltd(600133) : the subsidiary won the bid for the highway construction project of 1.547 billion yuan.
Baosheng Science And Technology Innovation Co.Ltd(600973) : win the contract order of more than 10 million yuan with about 1.011 billion yuan.
Long Yuan Construction Group Co.Ltd(600491) : won the bid for the 771 million yuan multi-storey public bonded warehouse project in Ningbo Meishan comprehensive bonded zone.
Qingdao Huijintong Power Equipment Co.Ltd(603577) : China Southern Power Grid project with a pre bid of 501 million yuan.
Grg Banking Equipment Co.Ltd(002152) : pre winning the equipment procurement project of 367 million yuan.
Harbin Electric Corporation Jiamusi Electric Machine Co.Ltd(000922) : the bidding project of 270 million yuan main helium fan equipment is pre won.
Shenzhen Clou Electronics Co.Ltd(002121) : about 142 million yuan of bidding projects related to China Southern Power Grid will be won in advance.
[increase or decrease in holding]
China Building Material Test & Certification Group Co.Ltd(603060) : Supervisor Wu Huiting increased 3300 shares.
Apt Medical Inc(688617) : several shareholders intend to reduce their total holdings of no more than 4.55% of the company’s shares.
Visual China Group Co.Ltd(000681) : the actual controller intends to reduce the holding of no more than 4% shares.
Sichuan Dawn Precision Technology Co.Ltd(300780) : Wang Fumin, the shareholder, plans to reduce his shares by no more than 1.9%.
[financial restructuring]
Crown Advanced Material Co.Ltd(688560) : it is proposed to raise no more than 2 billion yuan.
Suntak Technology Co.Ltd(002815) : it is proposed to raise no more than 2 billion yuan for the second phase of the new circuit board project.
Zhejiang Jolly Pharmaceutical Co.Ltd(300181) : it is proposed to raise no more than 910 million yuan.
Beijing Sinohytec Co.Ltd(688339) : the application materials for issuing H shares were accepted by the CSRC.
Luoyang Jalon Micro-Nano New Materials Co.Ltd(688357) : the application for fixed increase was accepted by Shanghai Stock Exchange.
Jiangsu Xinri E-Vehicle Co.Ltd(603787) : the application for fixed increase was accepted by the CSRC.
Sinofibers Technology Co.Ltd(300777) : dingzeng was approved by the CSRC for registration.
Shanghai Aladdin Biochemical Technology Co.Ltd(688179) : the application for issuing convertible bonds was approved by the CSRC for registration.
Minmetals Capital Company Limited(600390) : the subsidiary is approved to issue short-term corporate bonds of no more than 1 billion yuan.
[Others]
Issuance result of Citic Securities Company Limited(600030) Allotment: the subscription amount is 22.396 billion yuan, and the trading will resume from January 27.
Bank Of Communications Co.Ltd(601328) : Schroeder Bank of communications Financial Management Co., Ltd. was approved to open.
Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) : Director Li Kui is subject to disciplinary review and supervision investigation.
Dongguan Eontec Co.Ltd(300328) : external director Li Kui was investigated.
Jiangsu Azure Corporation(002245) : the overseas supplier fire is expected to have a short-term impact on the company’s NCA material supply.
Citychamp Dartong Co.Ltd(600067) : the employees of the subordinate joint venture are suspected of job occupation and are criminally detained by the public security organ.
Ningbo Menovo Pharmaceutical Co.Ltd(603538) : Zhejiang Liaoyuan plans to apply for termination of listing in the National SME share transfer system.
