1. Major Events.
1. Qin'an shares: It is estimated that the net profit attributable to shareholders of listed companies in 2023 will be 2$500 million to 2800 million yuan, a year-on-year increase of 3795% to 5450%。
2. Chinatungsten High-tech: The company intends to purchase 100% of the shares of Persimmon Zhuyuan Company held by Minmetals Tungsten Industry and Woxi Mining Co., Ltd. by issuing shares and paying cash. The company** will resume trading from the market open on January 10, 2024.
3. ST Tongzhou: The company is planning to purchase assets and raise matching funds by issuing shares and paying cash, because there is still uncertainty about related matters, in order to safeguard the interests of investors, the company has applied for the suspension of trading since the market opened on January 9.
4. Sinopharm Co., Ltd.: Deputy General Manager Tang Lei recently received the "Notice of Case Filing" issued by the China Securities Regulatory Commission, according to the "People's Republic of China ** Law", "People's Republic of China Administrative Punishment Law" and other laws and regulations, the China Securities Regulatory Commission decided to file a case against Tang Lei for suspected insider trading.
5. Moso Power Supply: The company currently does not have AR VR related power supply.
6. ST Tianlong (SZ 300029): Sichuan Zhongshu Shilian Construction Engineering, a wholly-owned subsidiary of Jiangsu Huasheng Tianlong Optoelectronic Equipment Co., Ltd., recently signed the "Huaneng Shanxi Province Xiyang County Photovoltaic Power Generation Project Bracket Procurement Contract" with Shanghai Electric Power Construction Co., Ltd., with a total contract amount of RMB 3,818090,000 yuan.
7. Baili Technology: On January 9, the company signed the EPC contract for the design, procurement and construction of the project design, procurement and construction of lithium manganese iron phosphate cathode materials with an annual output of 100,000 tons with Shanxi Twashi Energy Technology Co., Ltd. The total price of the contract is 83.8 billion yuan.
8. Dalian Shengya: The company has been up and down for 5 consecutive trading days, and the short-term increase is too large, and the company's production and business activities have not undergone major changes. The company's main business is mainly the operation of the Polar Aquarium scenic spot, the commercial operation of the scenic spot and the operation of animals, and the company's current production and operation activities have not undergone major changes.
9. Jinling Sports: It is planned to use no more than 200 million yuan to purchase wealth management products.
10. Hitevision Technology: Directors Wang Jing and Zhang Shujiang are a total of 34.9 billion yuan to Haoze Chenxi No. 6** agreement transfer 502% of the company's shares.
11. Lianchuang Co., Ltd.: According to the (2022) Lu 03 Xingchu No. 1 Criminal Verdict issued by the Intermediate People's Court of Zibo City, Shandong Province and the (2022) Lu Xingzhong No. 354 Criminal Verdict issued by the Higher People's Court of Shandong Province, the company received an enforcement payment of 3490 from the Intermediate People's Court of Zibo City, Shandong Province950,000 yuan.
12. Guangshengtang: Fujian Guangshengtang Pharmaceutical Co., Ltd. plans to jointly invest in the establishment of Guangfulai (Beijing) International Biotechnology Co., Ltd. with the related party Fuzhou Aotai Phase IX Investment Partnership (Limited Partnership). The registered capital of Guangfulai is 50 million yuan, of which the company intends to contribute 35 million yuan in monetary terms, accounting for 70% of the registered capital of Guangfulai; Aotai Phase 9 plans to contribute 15 million yuan in monetary terms, accounting for 30% of the registered capital of Guangfulai.
13. Sinocare Biologics: Illumina and Sinocare Biosensing Co., Ltd. announced that they have officially reached a strategic cooperation, and the two parties will start with the localization of ISCAN's high-end chip scanners, and use the technical advantages and channel resources of both parties to jointly expand the application of genomics in precision health management.
14. Tianyuan Environmental Protection: As the leader of the consortium, the company and the North China Municipal Engineering Design and Research Institute, a member of the consortium, became the winning bidder of the "General Contracting (EPC) of the New Engineering Design, Procurement and Construction of the Second Sewage Treatment Plant in Zhanyi District".
15. Laier Technology (SH 688683): The company and its subsidiaries use no more than 300 million yuan (including 300 million yuan) of their own idle funds to purchase wealth management products from banks, ** companies and other financial institutions.
2. Announcement of listed companies.
1. Nine Company: The autonomous robot platform jointly launched with NVIDIA was unveiled at CES 2024.
2. Betta Pharmaceutical: Net profit is expected to increase by 120 year-on-year in 202305%-154.43%。
3. iSoftStone: It has provided access to more than 900 HarmonyOS products for 400+ domestic partners.
4. Nanqiao Food: The company's consolidated operating income in December 2023 increased by 3% year-on-year45%。
5. Shanghai Construction Engineering: The cumulative amount of new contracts signed in 2023 will be 43181.3 billion yuan.
6. Haoli Technology: Shareholder Sun Jianbo intends not to exceed 1%.
7. Xiaoming shares: In December 2023, the sales revenue of chicken products decreased by 43 year-on-year66%。
8. Jinghua New Materials: Shareholder Ningbo Hutong Private Placement intends not to exceed 1%.
9. Asia-Pacific Co., Ltd.: Received a designated notice of 3.2 billion yuan for new energy vehicles.
10. Shoukai shares: In 2023, the contract amount will be reduced by 29% year-on-year24%。
11. Xiamen Airport: Passenger throughput in December 2023 increased by 156 year-on-year19%。
12. Huashe Group: It is planned to repurchase the company's shares with 40 million yuan to 80 million yuan.
13. Defu Technology: Signed a fixed-point agreement with a wholly-owned subsidiary of a leading German well-known vehicle manufacturer for power batteries.
14. PetroChina: In 2023, the company's performance will maintain stable growth, and the first three quarters will set the best performance in the same period in history.
15. Laishen Tongling: Shareholders Ke Fu Rongguang intends not to exceed 1% of the shares.
3. 20 years of stock age, the most pessimistic.
1. This bear market has been long enough, and the mood has reached an absolute freezing point, and this time should be the most pessimistic since I entered the market for more than 20 years.
2. The economy is still in continuous recovery, the transformation of the industrial structure is also underway, the fundamentals are generally stable, but the market continues to trade in recession, so there will be a repair of the expected difference in the near future.
3. So I dare to conclude that I am more inclined to 2024, whether it is a share or a Hong Kong stock, the annual line may be in the red, so this position can endure and hold on, whether it is A shares or Hong Kong stocks, they will get positive returns in 2024.