[Hot Spotlight].Golden Dragon Feather (002882SZ): The company's research and development of solid-state batteries and related technologies of key materials is a cross-border investment in Jinlongyu (002882).SZ) announced that the company has applied to the relevant departments for the upgrading of the "industrial upstairs" project of Shenzhen Jinlongyu Industrial Park with urban renewal unit, which has not yet been approved. The company is concerned that the concept of solid-state batteries has received high market attention recently, and the company's research and development of solid-state batteries and their key materials related technologies is a cross-border investment, and there are many uncertainties about the success of the project's technology research and development and industrialization.
Shangwei shares (603333SH): There is no material information that should be disclosed but not disclosed, Shangwei shares (603333SH) announced that from December 28, 2023 to January 11, 2024, the company's ** has been limited for many trading days, and the ** increase has reached a cumulative increase of 5551%。Given the company's short-term stock price fluctuations and the company's fundamentals have not changed, there may be a risk of irrational speculation. The risk of a company's high P/E ratio. According to the price-earnings ratio data released by the China Securities Index, the company's latest static price-earnings ratio is 2492. The rolling P/E ratio is 1538. All of them significantly deviate from the average level of the same industry. The company's main business has not changed. As of the disclosure date of this announcement, the company's daily business activities are normal, the market environment and industry policies have not undergone major adjustments, the internal production and operation order is normal, and there is no material information that should be disclosed but has not been disclosed.
Yunda shares (300772.)SZ): It is planned to raise no more than 700 million yuan from the controlling shareholder Yunda shares (300772.)SZ) announced that the total amount of funds raised by the proposed issuance to specific targets will not exceed 70,000000,000 yuan, after deducting the issuance costs, it is intended to be used to supplement liquidity. The issuance of ** to specific objects is the company's controlling shareholder Electromechanical Group. The Electromechanical Group intends to subscribe for all of the Offering** in cash.
[Contracted Projects].
Fosu Technology (000973.)SZ): Dongfang Electric Film Branch plans to invest in the construction of ultra-thin capacitive film production line and related supporting facilities project Fosu Technology (000973).SZ) announced that Foshan Fosu Technology Group Co., Ltd. (hereinafter referred to as the company or Fosu Technology) subordinate Dongfang Electrical Membrane Branch (hereinafter referred to as Dongfang Electrical Membrane Branch) intends to invest in Sanshui District, Foshan City95.7 billion yuan to build ultra-thin capacitor film production line and related supporting facilities to further expand the production capacity of capacitor film, enhance market competitiveness, and consolidate and strengthen the company's market position in capacitor film. The project plans to invest in the construction of a BOPP capacitive film production line and supporting facilities, with a design capacity of 4,800 tons per year, and is planned to be located at No. 6 Yongye Road, Yundonghai Street, Sanshui District, Foshan City, with a planned construction period of 30 months. The project mainly produces ultra-thin capacitive film products.
Tus-Pharmaceutical Co., Ltd. (000590.)SZ): Ancient Han Chinese Medicine Proposed 2768710,000 yuan to invest in the construction of industrial tourism scenic spot project Tus-Pharmaceutical (000590.).SZ) announced that the company's 10th interim meeting of the board of directors held on January 11, 2024 deliberated and passed the "Proposal on the Investment and Construction of Industrial Tourism Scenic Spot Projects by Wholly-owned Subsidiaries", and agreed that the company's wholly-owned subsidiary, Guhan Traditional Chinese Medicine, referred to as "Guhan Traditional Chinese Medicine") to invest in the construction of industrial tourism scenic spots, with an estimated total investment of 2768710,000 yuan. The construction content of the project includes: innovating the new format of traditional Chinese medicine + health and cultural tourism, and creating a traditional Chinese medicine characteristic industrial tourism park with a rich sense of interactive experience, such as concentrated pharmaceutical intelligent manufacturing industrial tourism, immersive interactive experience of traditional Chinese medicine culture, popular science research of traditional Chinese medicine, traditional Chinese medicine and intelligent diagnosis and treatment experience, and experience consumption of traditional Chinese medicine health products.
Huilong New Materials (301057.)SZ): Proposed 135 billion yuan to build an annual output of 270,000 tons of green new materials and 10 million sets of outdoor products digital factory project Huilong New Materials (301057SZ) announced that the company held the fifth meeting of the fourth board of directors and the fifth meeting of the fourth board of supervisors on January 11, 2024, and deliberated and approved the "proposal on investing in the construction of a digital factory project with an annual output of 270,000 tons of green new materials and 10 million sets of outdoor products", and agreed that the company will invest in the construction of a "digital factory project with an annual output of 270,000 tons of green new materials and 10 million sets of outdoor products" on the north side of Huancheng North Road, Chengbei Park, Moganshan High-tech Development Zone, Huzhou. According to the company's development strategic plan, in order to further optimize the industrial layout, the company plans to invest in the construction of the "digital factory project with an annual output of 270,000 tons of green new materials and 10 million sets of outdoor products" on the north side of Huancheng North Road, Chengbei Park, Moganshan High-tech Development Zone, Huzhou, with a total investment of 135 billion yuan. Among them, the first phase of the sub-project "Green New Material Project with an Annual Output of 100,000 Tons" has a total investment of 48,000 yuan. Through the implementation of this project, the production capacity of the company's existing products will be further expanded, and the company's industrial chain will be extended, downstream business areas will be expanded, industrial layout will be expanded, new profit growth points will be created for the company, the company's core competitiveness and profitability will be enhanced, and the corporate mission of "advocating green environmental protection and promoting social development" will be practiced.
Guangdong Hydropower (002060.)SZ): It is planned to develop a 400MW wind power project with an installed capacity of about 2 billion yuan in Boli County, Guangdong Hydropower (002060.).SZ) announced that on January 11, 2024, Guangdong Hydropower Second Bureau Co., Ltd. signed the "Boli County 400MW Wind Power Project Investment Framework Agreement" with the people of Boli County, Qitaihe City, Heilongjiang Province (hereinafter referred to as "the people of Boli County**"). The company plans to develop a wind power project with an installed capacity of 400MW in Boli County, with an estimated total investment of about 2 billion yuan.
Super Communication (603322.)SH): Sign 17.1 billion yuan intelligent computing center leasing service agreement super communication (603322SH) announced that the company signed a "service agreement" with Gansu Jumen Technology Co., Ltd., the company provides customers with intelligent computing center leasing services, the cooperation period is 36 months, and the total amount of tax included in the agreement is about RMB 17.1 billion yuan.
Winning the contract] WELLE (300190.)SZ): Winning the bid for the proportion of dam landfill leachate (mixed water) treatment and upgrading project entrusted to the operating unit procurement project WELLE (300190SZ) announced that the company participated in the public bidding for the procurement project of the entrusted operating unit of the leachate (mixed water) treatment and transformation project of the proportional dam landfill, the purchaser of the project is the Guiyang Municipal Comprehensive Administrative Law Enforcement Bureau, and the procurement agency is Guizhou Shanshui Engineering Technical Services*** Recently, the company received the notice of winning the bid for the project, according to the notice of winning the bid, the company is the winning bidder of the project. According to the notice of winning the bid, the transaction amount of the project is 9096 yuan cubic meter. According to the project's operating period, water treatment, and bid-winning ** related factors, the total amount of the project is expected to be about 16.6 billion yuan.
Longjian Co., Ltd. (600853.)SH): The winning bid is about 50.4 billion yuan foreign engineering project Longjian Co., Ltd. (600853SH) announced that the company received a notice of winning the bid from the Kenya National Highway Authority: the company was identified as the winning bidder for the civil engineering project related to the upgrading of the Wajir-Tabaje-Kotulo (A13) road in Kenya in Section 1: the upgrading of the Wajir-Tabaj road and the installation of fiber optic cables along the route, which is 57 kilometers long and runs through Wajir and Mandela counties. The winning bid was 9,114,696,29688 Kenyan shillings, which is equivalent to about 5 yuan0.4 billion yuan (calculated at the exchange rate on the date of winning the bid).
Energy-saving iron man (300197.)SZ): The Middle East branch won the bid of about 5 billion to 5.4 billion yuan for the construction of Mag Kaitu La Yunxi residential construction and landscape engineering energy-saving iron man (300197).SZ) announced that the company's Middle East branch recently received the "Notice of Winning the Bid" from the owner McGonagall Group for the "Mag Kaitula Yunxi Residential Construction and Landscape Project". The notice confirmed that the company's Middle East branch was the winning unit of the project, and the bid price of the project was 2.6-2.8 billion UAE dirhams (equivalent to about 5.0-5.4 billion yuan). This project is the company's first overseas winning project.
Equity Acquisition].
Tus-Pharmaceutical Co., Ltd. (000590.)SZ): It is proposed to take 14.1 billion yuan to acquire 55% of the shares of Mingshi Pharmaceutical, Tus-Pharmaceutical (000590.).SZ) announced that the company ("Party A") and two shareholders of Wuhan Mingshi Pharmaceutical Co., Ltd. *** referred to as "Mingshi Pharmaceutical", "Party C", "target company" or "target company") Tan Yunliang (hereinafter referred to as "Party B 1", holding 847630% equity) and Wang Zhong (hereinafter referred to as "Party B 2", holding 15 of Party C2370% equity) and Mingshi Pharmaceutical intends to sign the Share Transfer Agreement. The company intends to cash RMB 1The consideration of 413.5 billion yuan was used to acquire 55% of the equity of Mingshi Pharmaceutical held by the transferor (Party B 1 and Party B 2).
China Chemical (601117.)SH): It is proposed to list and transfer Zhongtuo Company and Quntuo Company 49% equity interest in China Chemical Corporation (601117SH) announced that Nantou Company, a holding subsidiary of China National Chemical Engineering Co., Ltd., the controlling shareholder of the company, intends to hold 49% of the equity was listed and transferred through the Beijing Equity Exchange, with a total transaction value of 12,189160,000 yuan. The third wholly-owned subsidiary of the company as a shareholder of Zhongtuo Company, and the fourth company of a wholly-owned subsidiary as a shareholder of Quntuo Company waived the preemptive right of this equity transfer.
Performance data
Zhongke Flying Measurement (688361.)SH): Net profit is expected to increase by 860 year-on-year in 202366% to 127834% of the company (688361SH) announced that it expects to achieve annual operating income of RMB85,000 in 2023000000 to 90,000000,000 yuan, an increase of 34,076 compared with the same period last year$470,000 to $39,076470,000 yuan, a year-on-year increase of 6692% to 7674%。Net profit attributable to owners of the parent company for the year 2023 is expected to be 11,500000000 to 16,500000,000 yuan, an increase of 10,302 compared with the same period of the previous year$910,000 to $15,302910,000 yuan, a year-on-year increase of 86066% to 127834%。The net profit attributable to owners of the parent company after deducting non-recurring gains and losses is expected to be 2,500 for the year 20230000000 to 4,500000,000 yuan, an increase of 11,262 compared with the same period of the previous year$390,000 to $13,262390,000 yuan, to achieve a turnaround.
Dahua shares (002236SZ): net profit in 2023 is expected to increase by 21710% Dahua shares (002236SZ) announced its 2023 annual results forecast, with a net profit attributable to shareholders of the listed company of 737,058 in the reporting period100,000 yuan, an increase of 217 over the same period last year10%；Net profit after deducting non-recurring gains and losses was 296,119200,000 yuan, an increase of 87 over the same period last year35%；Basic earnings per share was 2$31 shares; Operating income was 3,223,092100,000 yuan, an increase of 5 over the same period last year45%；Net cash flow from operating activities was 463,574580,000 yuan, an increase of 340 over the same period last year00%。
Jinzai Food (003000.)SZ): net profit in 2023 is expected to increase by 6100%-71.00% Jinzai Food (003000.)SZ) announced its 2023 annual results forecast, with a net profit attributable to shareholders of the listed company of 20,058 in the reporting period430,000 yuan - 21,304300,000 yuan, an increase of 61 over the same period last year00%—71.00%；Net profit after deducting non-recurring gains and losses was 17,765400,000 yuan - 19,011260,000 yuan, an increase of 56 over the same period last year79%—67.78%；Basic earnings per share was 046 yuan share — 0$48 shares.
Jiaotong University Sinuo (300851SZ): net profit in 2023 is expected to increase by 12709%-137.90% Jiaotong University Sino (300851SZ) announced its 2023 annual performance forecast, with a net profit attributable to shareholders of listed companies of 84 million yuan and 88 million yuan in the reporting period, an increase of 127 over the same period last year09%-137.90%；The net profit after deducting non-recurring gains and losses was 65 million yuan and 76 million yuan, an increase of 174 over the same period last year03%-220.41%。
[Repurchase].
Fengyi Technology Co., Ltd. (688279.)SH): It is planned to repurchase 20 million yuan to 30 million yuan of the company's shares Fengyi Technology (688279).SH) announced that the total amount of funds to be repurchased shall not be less than RMB 20 million and not more than RMB 30 million, and the amount of shares to be repurchased shall not exceed RMB 178.
Sophia (002572SZ): Plans to spend 0800 million yuan-10000000000000000000000000000 002572 0000000000000000000SZ) announced that the company intends to use its own funds to repurchase the company's shares in a centralized bidding transaction, and the type of repurchased shares is the A shares issued by the company, with a total amount of funds not less than RMB 80 million (inclusive) and not more than RMB 100 million (inclusive), and the repurchased shares** not more than RMB 20 shares (inclusive).
Chinachem Technology Co., Ltd. (603306.)SH): It is planned to spend 100 million yuan to 200 million yuan to repurchase shares of Chinachem Technology (603306).SH) announced that the company intends to repurchase the company's shares with its own funds or self-raised funds to promote the company's **market** to the company's reasonable value. The repurchased shares will be used for the employee stock ownership plan. The total amount of funds to be repurchased shall not be less than RMB 100 million (inclusive) and not more than RMB 200 million (inclusive), and the repurchase price shall not exceed RMB 40 shares (inclusive).
[Increase**].
Huaye Spice (300886.)SZ): The controlling shareholder's persons acting in concert are intended to be no more than 27899% shares of Huaye Spices (300886SZ) announced that it recently received the "Notification Letter on the Share ** Plan" issued by Qianshan Zhongrun Investment Partnership (Limited Partnership) (hereinafter referred to as "Zhongrun Investment"), a shareholder holding more than 5% of the shares and controlling shareholders acting in concert, Zhongrun Investment plans to conduct centralized bidding transactions or block transactions ** The company's shares do not exceed 2,080,000 shares (that is, the ** proportion does not exceed 2 of the company's current total share capital7899%）。If the centralized bidding method is adopted, it is planned to be carried out within 3 months after 15 trading days from the date of disclosure of this announcement, and the total number of shares in any consecutive 90 days** shall not exceed 1% of the total number of shares of the company; In the case of block trading, it is planned to be carried out within 3 months after 3 trading days from the date of disclosure of this announcement, and the total number of shares** in any consecutive 90 days does not exceed 2% of the total number of shares of the company.
Tongkun shares (601233SH): Shareholder Leixin Industrial increased its holdings by a total of 32.2 billion yuan of the company's shares, Tongkun shares (601233SH) announced that since June 9, 2023, Leixin Industrial, a shareholder of more than 5% of the company's shares, has increased its holdings of the company's shares by a total of 2378 through centralized bidding transactions50,000 shares, accounting for 09865%, with a cumulative increase of 3RMB2.2 billion (excluding transaction costs such as commissions and transfer fees). This change in equity is an increase in holdings, which does not touch the tender offer, and will not lead to changes in the controlling shareholders and actual controllers of the company, and the shareholding increase plan has not yet been implemented.
[Other].
Haide shares (000567SZ): Signed a cooperation agreement with the final sound company.
Haide shares (000567SZ) announced that it has recently signed a "cooperation agreement" with China Huarong Asset Management Co., Ltd. Beijing Branch (hereinafter referred to as "China Huarong North Branch") and Zhejiang Yihammer Dingyin Technology Co., Ltd. (hereinafter referred to as "Yihammer Final Tone Company"). Based on the principles of resource sharing, complementary advantages, mutual benefit and win-win cooperation, the company and China Huarong North Branch and Yiduyin Company will cooperate in non-performing asset portfolio, substantive restructuring and other businesses. As a wholly-owned subsidiary of Alibaba (China) Network Technology, the company is a service organization specializing in online bidding disposal auxiliary services.
In terms of personal loan non-performing business, the company uses "big data + AI technology" to carry out personal loan non-performing asset collection service business, and has formed the disposal capacity of "AI + **AI + mediation and AI + justice". Through this cooperation, on the one hand, it can cooperate with China Huarong North Branch to invest in and operate the personal loan non-performing asset business, and jointly build an ecosystem for the acquisition and disposal of personal loan non-performing assets, and the cooperation on the acquisition and disposal of personal loan non-performing assets to be established by the two parties will help the company accelerate its investment layout in the field of personal loan non-performing assets, expand the company's personal loan non-performing assets management scale, and continuously enhance the company's profitability and sustainable development ability; On the other hand, it can combine the company's technology and experience in the valuation, pricing and disposal services of personal loan non-performing assets to further enhance the front-end valuation pricing and back-end disposal capabilities of the company's personal loan non-performing assets.
Huatie Emergency (603300.)SH): Signed an industrial strategic cooperation agreement with XCMG Fire Protection, Huatie Emergency (603300.).SH) announced that the company and XCMG Fire Safety Equipment *** hereinafter referred to as "XCMG Fire Protection") signed the "Industrial Strategic Cooperation Agreement": 1. The two sides will carry out all-round cooperation in terms of capital, product line, customer financing, market development, intelligence, etc., and actively expand the leasing and service of aerial work platforms and other construction machinery products, so as to realize complementary resource advantages and product and service upgrades Within 3 years from 2026 to 2026, the company or the company's designated entity will purchase XCMG fire aerial work platform equipment with an overall total of not less than 7 billion yuan. XCMG Fire Protection should ensure the optimization of the company's products and procurement costs, enhance the overall competitiveness of both parties, and promote common and sustainable development.