[Yongtai Technology: The company signed a supplementary agreement with CATL on material procurement, and CATL intends to purchase no less than 100,000 tons of various types of electrolytes from the company every year in 2024 and 2025 respectively].
Yongtai Technology recently announced that the company has reached a supplementary agreement with CATL for material procurement. According to the agreement, CATL plans to purchase no less than 100,000 tons of various types of electrolytes from Yongtai Technology in 2024 and 2025 respectively. This agreement will bring stable revenue** to Yongtai Technology and further strengthen its partnership with CATL.
Northern Rare Earth: In the first quarter of 2024, the transaction of rare earth concentrate was adjusted to 20,737 yuan tons excluding tax (dry volume, REO=50%)].
Northern Rare Earth (600111) announced on the evening of January 9 that the company reached an agreement with its related party, Inner Mongolia Baotou Iron and Steel Union Co., Ltd. (hereinafter referred to as "Baotou Iron and Steel Co., Ltd."). According to the agreement, under the condition that the pricing formula of rare earth concentrate remains unchanged, starting from April 1, 2023, in the first month of each quarter, the company's management will calculate and adjust the rare earth concentrate according to the pricing formula of rare earth concentrate**. Subsequently, the rare earth concentrate ** contract or supplementary agreement will be re-signed and announced. According to the pricing method of rare earth concentrate and rare earth oxides in the fourth quarter of 2023**, after calculation and approval by the company's first general manager's office meeting in 2024, the rare earth concentrate transaction in the first quarter of 2024 will be adjusted to 20,737 yuan tons excluding tax (dry volume, REO=50%). For every 1% increase or decrease in REO, excluding tax**, 414 will be added or subtracted74 yuan ton.
Sichuan Road and Bridge: The total amount of cumulative bid-winning projects in 2023 increased by 20% year-on-year07%】
Sichuan Road and Bridge (600039) announced on the evening of January 9 that the total amount of the company's winning projects in 2023 is 16851.6 billion yuan, a year-on-year increase of 2007%。
Innolink: It is planned to carry out the first phase of capital increase to the subsidiary Innolink
Innolink Integration (688469) announced on the evening of January 9 that according to the settlement agreement signed between the company's subsidiary Innosilicon Pioneer and the Shaoxing Binhai New Area Management Committee, it plans to implement mass production projects on the basis of the third phase of the 12-inch pilot project. It is expected that in the next two to three years, the project will form an investment of 22.2 billion yuan and a monthly production capacity of 100,000 pieces of SMIC Shaoxing Phase III 12-inch digital-analog mixed integrated circuit chip manufacturing project. In order to ensure the smooth implementation of the project, the company and Shaoxing Fuzhejiang Yuexin Integrated Circuit Industry Equity Investment Partnership plan to carry out the first phase of capital increase of Xinlian Pioneer 38500 million yuan, of which the company increased its capital by 288.8 billion yuan, accounting for 75% of the total capital increase.
Shenzhou Taiyue: Net profit in 2023 is expected to increase by 53% year-on-year17%—71.62%】
Shenzhou Taiyue (300002) released a performance forecast on the evening of January 9, and it is expected that the net profit in 2023 will reach 8300 million to 9300 million yuan, a year-on-year increase of 5317% to 7162%。During the reporting period, the company mainly relied on products such as "City of the Rising Sun" and "War and Order" to maintain a stable position at the top of the overseas revenue ranking of Chinese game manufacturers, of which the overseas revenue of game business accounted for nearly 90% of the proportion.
Jiudian Pharmaceutical: The company obtained the notice of approval for the clinical trial of PDX-06 drug].
Jiudian Pharmaceutical recently announced that the company has obtained the clinical trial approval notice for PDX-06 drug. This news indicates that the company's drug PDX-06 is about to enter clinical trials. PDX-06 is a new drug developed by the company to ** a certain disease. Clinical trials of the drug will help evaluate its safety and efficacy, and provide important data support for future marketing. The company is pleased with the clinical trial approval and is confident in the potential market prospects for PDX-06.
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