[Performance].
Rising Nonferrous Metals: The actual controller will be changed from the State-owned Assets Supervision and Administration Commission of Guangdong Province to China Rare Earth Group.
Rising Nonferrous Metals (600259) announced that the indirect controlling shareholder Rising Group intends to transfer 100% of the equity of its direct subsidiary, Guangdong Rare Earth Industry Group, to China Rare Earth Group free of charge, resulting in China Rare Earth Group indirectly holding 3845% of the shares. After the completion of this transfer, the controlling shareholder of the company will still be Guangdong Rare Earth Group, and the actual controller will be changed from Guangdong State-owned Assets Supervision and Administration Commission to China Rare Earth Group.
Hengrui Pharmaceutical: SHR-A2009 for injection was granted Fast Track status by the US FDA.
Hengrui Pharmaceutical (600276) announced that the company received a certification letter from the U.S. Food and Drug Administration ("FDA"), and the company's project SHR-A2009 for injection was granted Fast Track Designation (FTD) by the U.S. FDA. SHR-A2009 for injection is an antibody-drug conjugate targeting HER3 independently developed by the company, which can specifically bind to HER3 on the surface of tumor cells, and then be endocytosed into cells and transported to lysosomes, which can release free toxins and kill tumor cells in aqueous release.
Panjiang Co., Ltd.: The first phase of the Panjiang million-kilowatt photovoltaic base project in Guanling County, a subsidiary, has achieved partial grid-connected power generation.
Panjiang Co., Ltd. (600395) announced that the company received a holding subsidiary, Panjiang New Energy Power Generation (Guanling)**, referred to as "New Energy Guanling Company" According to the report, the first phase of the 1050MWP of the Panjiang million-kilowatt photovoltaic base project in Guanling County, invested and constructed by the new energy Guanling Company, successfully achieved the first group of grid-connected power generation on December 29, 2023, and has completed an installed capacity of 870MWP and a grid-connected capacity of 420MWP as of December 31, 2023, and strives to achieve full-capacity grid-connected power generation in April 2024.
Lianlong: It plans to increase its capital to Yixing Chuangju with its own funds of 200 million yuan.
Lianlong (300596) announced that it plans to increase its capital to Yixing Chuangju with its own funds of 200 million yuan. After the completion of this capital increase, the company will hold 511838% equity, Yixing Chuangju will wholly acquire 100% equity of South Korean IPI. After the completion of this transaction, Yixing Chuangju will become a holding subsidiary of the company, and Yixing Chuangju and South Korea IPI will be included in the company's consolidated financial statements.
Shenzhen Tianma: Xiamen Tianma, a wholly-owned subsidiary, received a subsidy of 300 million yuan.
Shenzhen Tianma (000050) announced that its wholly-owned subsidiary, Xiamen Tianma Microelectronics, referred to as "Xiamen Tianma") received a R&D subsidy of 300 million yuan. The above subsidy amounts to 266 percent of the company's audited net profit attributable to shareholders of listed companies in 202262%。The subsidy received by Xiamen Tianma is related to daily business activities and is sustainable.
JMicron: The company's Hongmeng series products are still in the development and testing stage, and no sales orders have been formed.
Zhiwei Intelligent (001339) issued an announcement on abnormal fluctuations in transactions, and recently the company signed the "Open Source Hongmeng Cooperative Development Agreement" with Shenzhen Chinasoft International Technology Services, and worked together to create open source Hongmeng Internet of Things terminals and computer products, with a high degree of market attention, at present, the company's Hongmeng series products are still in the development and testing stage, and no sales orders have been formed, which will not have a significant impact on the company's production, operation and financial status this year.
SDIC Power: The first unit of Qinzhou Phase III was put into operation.
SDIC Power (600886) announced that the first unit of the third phase of Qinzhou Power Plant (Unit 1, 660,000 kW) passed the 168-hour trial operation on December 31, 2023 and was officially put into operation for power generation. The unit is equipped with high-efficiency dust removal, desulfurization, destocking and other supporting facilities, with an annual designed power generation capacity of about 3.3 billion kWh and a heating capacity of about 800t h.
Tiancheng Controls: The subsidiary was selected as the leading supplier of seating systems for the MIFA facelift project.
Tiancheng Controls (603085) announced that its wholly-owned subsidiary, Nanjing Tiancheng Controls Automotive System, referred to as "Nanjing Tiancheng"), recently received a fixed-point notice from SAIC Maxus Automobile, and Nanjing Tiancheng has been selected as the leading supplier of the seat system for the MIFA facelift project. According to the customer**, the project is expected to start mass production in March 2024, with a total of about 100,000 passenger cars during the project period.
Yongtai Energy: Net profit is expected to increase by 17%-22% year-on-year in 2023
Yongtai Energy (600157) announced that it is expected to have a net profit of 22 in 2023300 million yuan—23300 million yuan, a year-on-year increase of 1680%—22.04%；The expected increase in performance is mainly due to the year-on-year increase in the production and sales volume of the company's coal business and the year-on-year decrease in the procurement cost of thermal coal in the power business during the reporting period.
China's nuclear power: the cumulative commercial power generation in 2023 is 20985.8 billion kWh, a year-on-year increase of 530%
China Nuclear Power (601985) announced that the company's cumulative commercial power generation in 2023 will be 20985.8 billion kWh, an increase of 105 percent over the same period last year7.1 billion kWh, a year-on-year increase of 530%；The cumulative on-grid electricity is 19744.9 billion kWh, a year-on-year increase of 557%。At the same time, China Nuclear Power announced that on December 29, 2023, after deliberation at the executive meeting, it was decided to approve the unit of Zhejiang Jinqimen Nuclear Power Project, which has been included in the national plan and has undergone a comprehensive safety assessment review. As the owner of the approved project, CNNC Zhejiang Energy Energy, a subsidiary of the company, is responsible for the investment, construction and operation management of the project. The two approved units adopt the "Hualong No. 1" nuclear power technology, and the rated power of a single unit is 1215MW. At present, the project site is steadily and orderly advancing the preparatory work before the start of construction.
Guangzhou Port: It is expected to complete the container throughput of 205 in December 202350,000 TEUs increased by 36%
Guangzhou Port (601228) announced that in December 2023, the company is expected to complete a container throughput of 20550,000 TEUs increased by 36%；It is estimated that the cargo throughput will be 460670,000 tons, a year-on-year increase of 36%。From January to December 2023, the company is expected to complete the container throughput of 239460,000 TEUs, a year-on-year increase of 39%；It is estimated that the cargo throughput will be 5527210,000 tons, a year-on-year increase of 31%。
Shanghai Electric Power: From January to November 2023, it will complete and generate 679 power generation0.4 billion kWh, up 2174%
Shanghai Electric Power (600021) announced that from January to November 2023, the company completed a consolidated power generation of 6790.4 billion kWh, up 2174%。As of the end of November 2023, the company's holding installed capacity is 2213630,000 kilowatts, clean energy accounts for 55% of the installed capacity51%。
Zheneng Power: From January to November 2023, the power generation capacity will be 14674 billion kWh, an increase of 575%
Zheneng Power (600023) announced that from January to November 2023, wholly-owned and holding power generation enterprises will complete power generation of 1467 according to the consolidated statement4 billion kilowatt hours, an increase of 5 over the same period last year75%。
BYD: New energy vehicle sales in December 2023 were 3410,000 units.
BYD (002594) announced that the sales volume of new energy vehicles in December 2023 will be 3410,000 units, compared to 23 in the same period last year50,000 units. In 2023, the cumulative sales of new energy vehicles will be 302440,000 units, a year-on-year increase of 6230%。
Cialis: In December 2023, the sales volume of new energy vehicles was 42,141 units, a year-on-year increase of 15321%
Celis (601127) announced that the sales of new energy vehicles in December 2023 will be 42,141 units, a year-on-year increase of 15321%, of which, Cialis Automobile sold 31,490 vehicles, a year-on-year increase of 21003%。
BAIC Blue Valley: Subsidiary sales volume of 2080,000 units.
BAIC Blue Valley (600733) announced that its subsidiary, Beijing New Energy Automobile Co., Ltd., sold 2 in December 2023080,000 units, 9,863 units sold in the same period last year;The cumulative sales volume of this year is 9220,000 units, a year-on-year increase of 8369%。
Lifan Technology: In December 2023, the sales of new energy vehicles decreased by 63% year-on-year57%
Lifan Technology (601777) announced that the sales of new energy vehicles in December 2023 will be 2,854, a year-on-year decrease of 6357%, with a total of 5,473 car sales, a year-on-year decrease of 5353%。The cumulative sales of new energy vehicles in 2023 will be 2460,000 units, down 4028%, with a total of 4230,000 units, down 2558%。
Signed a large order] Jianyi Group: The holding subsidiary won the bid for the related projects of Zhuhai Yuhua project.
Jianyi Group (002789) announced that its holding subsidiary, Guangdong Jianxing Construction Group, won the bid for the pile foundation, main construction, display section and surrounding supporting projects of 109 plots of Zhuhai Yuhua Project, with a total amount of about 89.8 billion yuan.