today’s highlights
▼ focus one:
Yongxing Special Materials Technology Co.Ltd(002756) plans to establish a joint venture with Contemporary Amperex Technology Co.Limited(300750) to invest in the lithium carbonate project
The board meeting of the company deliberated and approved the proposal and agreed to sign the joint venture agreement with Contemporary Amperex Technology Co.Limited(300750) . The company and Contemporary Amperex Technology Co.Limited(300750) will establish a joint venture according to the joint venture agreement, and take the joint venture as the main body to invest in the construction of lithium carbonate project. The total investment amount of the project will 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.
▼ focus II:
The performance of Tianqi Lithium Corporation(002466) and others in 2021 has been significantly reduced
Tianqi Lithium Corporation(002466) : disclosure of performance forecast. The company expects to make a profit of 180-240 million yuan in 2021, with a loss of 1833.7657 million yuan in the same period of last year. The company expects that the operating revenue in 2021 will increase significantly compared with that in 2020, mainly due to the improvement of the global prosperity of new energy vehicles, the accelerated capacity expansion of lithium-ion battery manufacturers, the pick-up of downstream cathode material orders and other positive factors. The sales volume and average sales price of the company’s main lithium products in 2021 will increase significantly compared with that in 2020.
Shandong Sinobioway Biomedicine Co.Ltd(002581) : disclosure of performance forecast. The company expects a profit of 234.6 million yuan to 35.17 million yuan in 2021, with a loss of 195.9344 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 Xinchao Energy Corporation Limited(600777) : disclosure of performance forecast. The company expects that the net profit attributable to the shareholders of the listed company in 2021 will turn loss into profit compared with the same period of the previous year, and the net profit attributable to the shareholders of the listed company will be 85 million yuan.
St Zhongfu: release performance forecast. It is estimated that the net profit attributable to the shareholders of the listed company in 2021 will turn losses into profits compared with the same period of the previous year, and the net profit attributable to the shareholders of the listed company is about 600 million-650 million yuan. The loss in the same period of last year was 1.783 billion yuan.
▼ focus three:
Huabao Flavours & Fragrances Co.Ltd(300741) : Zhu linyao, the actual controller, has been subjected to residential surveillance at the designated residence
On January 26, 2022, the company learned from the family members of Zhu linyao, the actual controller of the company, that Zhu linyao had been subjected to residential surveillance at the designated residence. On January 24, 2022, the company disclosed the announcement on the filing and investigation of the actual controller of the company. On January 23, 2022, the company received the filing notice from Leiyang Supervision Commission, which decided to file and investigate Zhu linyao’s violation of the law.
performance selection
Xinxiang Chemical Fibre Co.Ltd(000949) : disclosure of performance forecast. The company expects to make a profit of 130 million yuan to 140 million yuan in 2021, an increase of 1455.21% – 1574.84% over the same period last year.
Shenzhen Microgate Technology Co.Ltd(300319) : disclosure of performance forecast. The company expects to make a profit of 250 million yuan to 310 million yuan in 2021, an increase of 600.75% – 768.93% over the same period of last year.
Yibin Tianyuan Group Co.Ltd(002386) : disclosure of performance forecast. The company expects to make a profit of 635 million yuan to 675 million yuan in 2021, an increase of 447.99% – 482.51% over the same period of last year.
Anhui Tongfeng Electronics Company Limited(600237) : disclosure of performance forecast. The company expects to realize a net profit attributable to shareholders of listed companies of 43 million yuan to 53 million yuan in 2021, with a year-on-year increase of 443.67% to 570.11%.
Angang Steel Company Limited(000898) : disclosure of performance forecast. The company expects to make a profit of about 7040 million yuan in 2021, an increase of about 256% over the same period last year.
Aohua endoscopy: disclosure of performance forecast. The company expects the net profit attributable to the owners of the parent company to be 56 million yuan to 63 million yuan in 2021, with a year-on-year increase of 202.54% to 240.36%.
Pharmablock Sciences (Nanjing) Inc(300725) : disclosure of performance forecast. The company expects a profit of 478.94 million yuan to 497.36 million yuan in 2021, an increase of 160% – 170% over the same period last year.
Guang Dong Fenghua Advanced Technology (Holding) Co.Ltd(000636) : disclosure of performance forecast. The company expects to make a profit of 93 million yuan to 1 million yuan in 2021, an increase of 159.26% – 178.78% over the same period of last year.
Starpower Semiconductor Ltd(603290) : disclosure of performance forecast. The company expects the net profit attributable to the shareholders of the listed company to be 390 million yuan to 400 million yuan in 2021, with a year-on-year increase of 115.85% to 121.38%.
Shenzhen Jpt Opto-Electronics Co.Ltd(688025) : disclosure of performance forecast. The company expects the net profit attributable to the owner of the parent company to be 90 million yuan to 105 million yuan in 2021, with a year-on-year increase of 103.17% to 137.03%.
Shandong Denghai Seeds Co.Ltd(002041) : disclosure of performance forecast. The company expects to make a profit of 203.911 million yuan to 254.8888 million yuan in 2021, an increase of 100% – 150% over the same period of last year.
Baoding Tianwei Baobian Electric Co.Ltd(600550) : disclosure of performance forecast. The company expects to achieve a net profit attributable to shareholders of listed companies of about 42 million yuan in 2021, with a year-on-year increase of about 98.80%.
Shandong Bohui Paper Industry Co.Ltd(600966) : disclosure of performance forecast. The company expects to realize the net profit attributable to the shareholders of the listed company in 2021 from 1610393300 yuan to 17954007 yuan, with a year-on-year increase of 93% to 115%.
Zhejiang Grandwall Electric Science&Technology Co.Ltd(603897) : disclosure of performance forecast. The company expects the net profit attributable to the shareholders of the listed company to be 326 million yuan to 361 million yuan in 2021, with a year-on-year increase of 87% to 107%.
Chengdu Xgimi Technology Co.Ltd(688696) : disclosure of performance forecast. The company expects the net profit attributable to the owners of the parent company in 2021 to be 484047800 yuan, an increase of 80.07% year-on-year.
Easyhome New Retail Group Corporation Limited(000785) : disclosure of performance forecast. The company expects to make a profit of 230 million yuan to 2580 million yuan in 2021, an increase of 68.75% – 89.29% over the same period last year.
Shenzhen Inovance Technology Co.Ltd(300124) : disclosure of performance forecast. The company expects to make a profit of 3255220300 yuan to 3675248700 yuan in 2021, an increase of 55.00% – 75.00% over the same period of last year.
China Three Gorges Renewables (Group) Co.Ltd(600905) : disclosure of performance forecast. The company’s net profit attributable to shareholders of Listed Companies in 2021 is expected to increase by 196 million yuan to 222 million yuan, a year-on-year increase of 54.28% to 61.48%.
Quechen Silicon Chemical Co.Ltd(605183) : disclosure of performance forecast. The company expects to realize the net profit attributable to the shareholders of the listed company from 298 million yuan to 310 million yuan in 2021, with a year-on-year increase of 54.08% to 60.29%.
Yunnan Botanee Bio-Technology Group Co.Ltd(300957) : disclosure of performance forecast. The company expects to make a profit of 82 million yuan to 89 million yuan in 2021, an increase of 50.87% to 63.75% over the same period last year.
Zhejiang Medicine Co.Ltd(600216) : disclosure of performance forecast. The company expects the net profit attributable to shareholders of Listed Companies in 2021 to be 959-1142 million yuan, with a year-on-year increase of 33.68% – 59.19%.
fixed increase & restructuring
Chongqing Sokon Industry Group Stock Co.Ltd(601127) : the company plans to make a non-public offering of shares, raising no more than 7.13 billion yuan. The net amount raised after deducting the issuance expenses will be used for electric vehicle development and product platform technology upgrading projects, factory intelligent upgrading and electric drive production line construction projects, user center construction projects and supplementary working capital.
The company announced on the same day that at present, due to the changes in the global economy and capital market, the company has decided to suspend the process of this H-share issuance and listing after careful consideration, and the subsequent arrangements will be determined according to the market conditions.
Crown Advanced Material Co.Ltd(688560) : the company plans to issue A-share shares to specific objects, raising no more than 2 million yuan. The net amount of funds raised after deducting relevant issuance expenses is intended to be used for the construction project of aluminum plastic film with an annual output of 200 million square meters of mingguan lithium film company, the construction project of aluminum plastic film with an annual output of 100 million square meters of mingguan lithium film company, the construction project of fluorine-free backplane with an annual output of 100 million square meters of Jiaming film company and supplementary working capital.
Suntak Technology Co.Ltd(002815) : disclose the plan for non-public offering of shares. The issuance targets are no more than 35 specific objects, and the total amount of funds raised is no more than 2 million yuan. After deducting the relevant issuance expenses, it is proposed to be used for the new circuit board project (phase II) of Zhuhai Chongda Circuit Technology Co., Ltd.
Zhejiang Jolly Pharmaceutical Co.Ltd(300181) : disclose the plan for issuing shares to specific objects. This issuance is aimed at no more than 35 specific objects in line with the provisions of the CSRC, and the total amount of funds raised is no more than 910 million yuan. Subject to the registration approval document of the CSRC on this issuance, after deducting the issuance expenses, it is proposed to invest in the construction and upgrading project of intelligent traditional Chinese medicine production base, the upgrading project of enterprise R & D center, the upgrading project of digital operation decision-making system Replenish working capital.
important matters
Hengdian Group Dmegc Magnetics Co.Ltd(002056) : the company plans to invest in a new high-performance lithium battery project with an annual output of 6gwh, with an estimated total investment of 1833 million yuan; It is proposed to invest in a new high-efficiency integrated inductor project, with an estimated total investment of 1117.67 million yuan; It is planned to invest in the soft ferrite project with an annual output of 15000 tons, and the total investment of the project is estimated to be 513.28 million yuan; Jiangsu dongci, the holding subsidiary of the company, plans to invest in a new high-efficiency component project with an annual output of 2.5gw, with an estimated total investment of 339.13 million yuan; The company plans to set up a subsidiary with its wholly-owned subsidiary, dongci new energy, in Guangxi Wuzhou Guangdong Guangxi cooperation special experimental zone, and invest in the permanent ferrite project with an annual output of 22000 tons. The total investment of the project is estimated to be 124.328 million yuan.
Zhanjiang Guolian Aquatic Products Co.Ltd(300094) : the company and Beijing Xiaofan cabinet Technology Co., Ltd. signed the strategic cooperation framework agreement on January 26, 2022. The two sides decided to cooperate in the development and market promotion of aquatic prefabricated dishes, jointly explore a new innovative development model of aquatic food industry, connect agriculture with agriculture, and help revitalize rural industries.
Tecon Biology Co.Ltd(002100) : the meeting of the board of directors of the company deliberated and approved the proposal on carrying out commodity futures hedging business, and agreed that the company should carry out commodity futures hedging business with its own funds with a total amount of no more than 1 billion yuan. This matter will be effective within one year from the date of deliberation and approval by the general meeting of shareholders.
Qinghai Huzhu Barley Wine Co.Ltd(002646) : since January 27, 2022, the securities abbreviation of the company has been changed from ” Qinghai Huzhu Barley Wine Co.Ltd(002646) ” to “tianyoude liquor”, and the securities code remains unchanged, still “002646”.
Wanhua Chemical Group Co.Ltd(600309) : since February 2022, the listed price of the company’s aggregated MDI market in China is 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).
Kweichow Moutai Co.Ltd(600519) : the company plans to invest 4.11 billion yuan to implement the phase I construction project of Maotai flavor liquor Xishui tongminba in the 14th five year plan. The construction site of the project is located in Tongmin Town, Xishui County, Guizhou Province. After the completion of the project, a series of liquor production capacity of about 12000 tons, koji production capacity of about 29400 tons and liquor storage capacity of about 36000 tons can be formed. The construction period is 24 months.
Jiangxi Chen Guang New Materials Co.Ltd(605399) : the company plans to sign a contract with Hukou county government to invest in the construction of “135000 tons of silicon-based new materials and 25000 tons of titanium and cobalt based new materials project”. The project covers an area of about 319 mu, with a total investment of about 3 billion yuan.
Wuhan East Lake High Technology Group Co.Ltd(600133) : Hubei Road and bridge, a wholly-owned subsidiary of the company, as the leader of the consortium, received the letter of acceptance from Haiyi HengAn Project Management Co., Ltd. and won the bid for the construction project of the seventh bid section of Linyi Linyi Tengzhou highway. The bid winning price is 1.547 billion yuan.
Bank Of Communications Co.Ltd(601328) : Recently, BOCOM wealth management, a wholly-owned subsidiary of the company, received the reply from the China Banking and Insurance Regulatory Commission. According to the reply, Schroder Bank of communications Financial Management Co., Ltd. was approved by the China Banking and Insurance Regulatory Commission to start business. Schroder Bank of communications financial management has a registered capital of 1 billion yuan and is registered in Shanghai. It is mainly engaged in asset management related businesses such as issuing public offering financial products, issuing private placement financial products, financial consulting and consulting.
Wave Cyber (Shanghai) Co.Ltd(688718) : the company plans to invest no more than 150 million yuan to implement the reconstruction and expansion project of reverse osmosis membrane production line. The main content of the project is to add three coating production lines, film rolling equipment, pilot test lines and supporting other production equipment and facilities. After the completion of the project, the new capacity of polymer separation membrane will be 18.01 million square meters. The company takes membrane business as its core business. At present, its main products include reverse osmosis membrane and nanofiltration membrane, reverse osmosis and nanofiltration membrane components and composite pressure tanks.
Zhejiang Orient Gene Biotech Co.Ltd(688298) : the company and its wholly-owned subsidiary, the United States Heng Jian Biotechnology Co., Ltd. has recently obtained several overseas medical device registration certificates of COVID-19 virus detection reagents and related testing instruments: New Coronavirus antigen detection reagent (immunofluorescence), micro immunofluorescence analyzer, New Coronavirus antigen detection electronic pen, and the European Union CE medical device registration certificate. The New Coronavirus test kit (direct fluorescent PCR) was obtained from the Columbia medical device registration certificate. The above products can be sold in the corresponding certification country and within the authorization period.
increase or decrease
Visual China Group Co.Ltd(000681) : Liao daoxun, Wu Yurui, Liang Jun and Chai Jijun, the controlling shareholders and actual controllers holding 296997335 shares of the company (accounting for 42.39% of the total share capital of the company), plan to reduce the total shares of the company by means of centralized bidding or block trading, with a total of no more than 28023097 shares (i.e. no more than 4% of the total share capital of the company).
summary of suspension and resumption
resumption company:
\u3000\u3000 Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) (000893)、 Changzhou Tiansheng New Materials Co.Ltd(300169) (300169)。
Suspended company:
Not yet.
