Macro news
1. Premier Li Qiang of the State Council presided over an executive meeting of the State Council on April 12 to study the work related to promoting the accelerated rise of the central region in the new era, study and improve the measures to solve the long-term mechanism of enterprise account arrears, listen to the report on energy conservation and carbon reduction, and deploy and carry out the whole chain rectification of potential safety hazards of electric bicycles.
2. The central bank released a financial statistics report for the first quarter of 2024, which showed that at the end of March 2024, the balance of broad money (M2) was 304.80 trillion yuan, a year-on-year increase of 8.3%. In the same period, the stock of social financing was 390.32 trillion yuan, a year-on-year increase of 8.7%, and the cumulative increase in the first quarter was 12.93 trillion yuan, which was at a high level in the same period in history.
3. According to data released by the General Administration of Customs on the 12th, the total import and export value of China's trade in goods in the first quarter of this year was 10.17 trillion yuan, a year-on-year increase of 5%, and the growth rate hit a new high in six quarters. Among them, exports increased by 4.9% year-on-year, and imports increased by 5% year-on-year.
4. In response to a reporter's question on Iran's military strikes on Israeli territory, the Foreign Ministry spokesperson called on relevant parties to remain calm and exercise restraint to avoid further escalation of tensions. This escalation is the latest manifestation of the spillover from the conflict in Gaza. The top priority is to earnestly implement UN Security Council Resolution 2728 and calm the conflict in Gaza as soon as possible.
Industry news
1. The State Council recently issued the "Several Opinions on Strengthening Supervision and Preventing Risks and Promoting the High-quality Development of the Capital Market". The opinions issued this time have a total of 9 parts, which is the third "national nine articles" in the capital market.
2. He Lifeng, member of the Political Bureau of the CPC Central Committee and Vice Premier of the State Council, investigated the real estate work in Zhengzhou from the 13th to the 14th and presided over the symposium. He Lifeng pointed out during the investigation that every effort should be made to ensure the timely and high-quality delivery of real estate projects under construction and promote the stable and healthy development of the real estate market.
3. Wu Qing, chairman of the China Securities Regulatory Commission, said that it is necessary to promote the resolution of the deep-seated contradictions accumulated in the capital market for a long time, and accelerate the construction of a safe, standardized, transparent, open, dynamic and resilient capital market.
4. Recently, the China Securities Regulatory Commission held a mobilization and deployment meeting and policy training meeting for the implementation of the "1+N" policy document, which emphasized that it would accelerate the implementation of the "1+N" policy system in the capital market. The meeting demanded that the basic system of the capital market be improved and efforts should be made to enhance the internal stability of the capital market.
5. On April 12, the new "National Nine Articles" and a series of supporting measures and draft measures of the securities regulatory system were promulgated, and some market participants calculated that "more than 1,000 companies in A shares will be ST due to the low dividend amount" according to the dividend amount standard in the newly revised rules. According to the reporter's calculations based on the new regulations and interviews with professionals, it was found that the aforementioned analysis methods and conclusions were wrong.
6. The China Securities Regulatory Commission issued the "Opinions on Strictly Implementing the Delisting System", which specifically includes: lowering the threshold for major illegal delisting triggered by financial fraud within two years, adding the circumstances of serious fraud for one year and continuous fraud for many years, raising the delisting index of operating income of loss-making companies, increasing the delisting of companies with poor performance, and improving the market value standard and other trading delisting indicators.
7. The Shanghai and Shenzhen Stock Exchanges answered reporters' questions on adjusting the information disclosure mechanism of Stock Connect. For Stock Connect, the real-time buy transaction amount, sell transaction amount and total transaction amount of SSE and SZSE Stock Connect will no longer be disclosed.
8. The China Securities Regulatory Commission (CSRC) solicited public opinions on the "Regulations on the Administration of Programmatic Trading in the Securities Market (Trial) (Consultation Draft)", and investors in programmatic trading shall pay fees in accordance with the provisions if they use the value-added market information of the stock exchange. For programmatic transactions in which the number and frequency of declarations and cancellations reach a certain standard, the stock exchange may increase the fee standard, and the specific standard shall be separately stipulated by the stock exchange.
9. Yan Bojin, chief risk officer of the China Securities Regulatory Commission and director of the Department of Issuance Supervision, said that the proportion of random inspections of IPO companies will be increased from 5% to 20%, and the next step is to moderately increase the operating income and net profit of companies listed on the main board and GEM.
10. The Ministry of Commerce and 14 other departments issued the "Action Plan for Promoting the Trade-in of Consumer Goods" on April 12. The plan proposes to encourage qualified localities to provide subsidies to consumers to purchase green and smart home appliances, to scrap high-emission passenger cars or eligible new energy passenger vehicles, and to purchase consumers who meet energy-saving requirements or new energy vehicles to give fixed subsidies, and strive to achieve the accelerated elimination of passenger cars with emission standards of China III and below by 2025.
11. The China Chamber of Commerce for Import and Export of Machinery and Electronic Products (Chamber of Commerce for Mechanical and Electrical Products) held a press conference in Brussels, the capital of Belgium, on the 12th, calling on the European Commission to remain objective, fair and transparent in its investigation of China's electric vehicles, emphasizing that if the European side adopts trade remedy measures, it will harm the interests of all parties.
Company News
1. Vanke held an offline investor meeting on the afternoon of April 14, and in response to the news that "all group vice presidents and above are currently under border control", Vanke responded that the group's management was traveling normally on official business.
2. Vanke A stated in the survey that the tax authorities had inspected Yantai Vanke, and Vanke did not refuse to pay the accounts, and the tax authorities did not determine that Yantai Vanke had the subjective intention to evade taxes, and there was no so-called private interest of Vanke's management team in the cooperation project.
3. Tencent Cloud released a fault review and description on April 8: After fault location, it was found that the failure of customers to log in to the console was caused by abnormal cloud APIs. The outage lasted nearly 87 minutes, during which a total of 1,957 customers reported the failure.
4. Dengyun shares announced that the spouse of the chairman of the board of supervisors has the behavior of buying and selling the company's shares to constitute short-term trading, and there is no situation where the company's shares are traded for benefits due to obtaining inside information, nor is there any purpose of using short-term trading to seek benefits. The relevant personnel apologized to the majority of the company's investors for this matter. Dengyun announced on the same day that the company is planning to issue shares and pay cash to acquire a controlling stake in Speed Technology Co., Ltd., and the stock has been suspended since the market opened on April 15.
5. CITIC Securities and Haitong Securities announced on the same day that they received a notice from the China Securities Regulatory Commission (CSRC) that the company was suspected of violating laws and regulations in the process of transferring the non-public issuance of shares of China Nuclear Titanium Dioxide in 2023 in violation of restrictive regulations.
6. China Nuclear Titanium Dioxide announced that on March 13, 2024, the China Securities Regulatory Commission decided to file a case against the actual controller on suspicion of violating restrictive provisions to transfer China Nuclear Titanium Dioxide's non-public issuance of shares in 2023, illegal information disclosure and other violations of laws and regulations.
7. CNNC declares that the company has no relationship with CNNC titanium dioxide.
8. Huaxi Securities announced that the company was suspected of violating the rules in the practice of the non-public issuance of shares sponsored by Jintongling Technology Group Co., Ltd. in 2019, and the Jiangsu Securities Regulatory Bureau intends to suspend the company's sponsorship business qualification for 6 months.
9. Beijing No. 1 Intermediate People's Court ruled to declare Inji Entertainment Media Co., Ltd. (hereinafter referred to as "Inji Media") bankrupt.
10. Daye Intelligent announced that it decided to terminate the issuance of A shares to specific targets.
Global Markets
1. Iran's Islamic Revolutionary Guard Corps announced on the 14th local time that it had launched dozens of missiles and drones at Israeli targets. Iran's Islamic Revolutionary Guard Corps (IRGC) released a statement saying that it used its strategic intelligence capabilities, missiles and drones to strike on important military targets on Israeli territory, successfully hitting and destroying them.
2. The United States and the United Kingdom announced new trading restrictions on Russian aluminum, copper and nickel, a move that could cause turmoil in the global metals market. The new rules prohibit the London Metal Exchange and the Chicago Mercantile Exchange from accepting newly produced metals from Russia, including Russian aluminum, copper and nickel produced on or after April 13.
3. The three major U.S. stock indexes all fell more than 1% on Friday, with the Dow Jones down 1.24% at 37,983.24, the S&P 500 down 1.46% at 5,123.41, and the Nasdaq down 1.62% at 16,175.09.
Investment Opportunity Reference
1. Major power grid projects have been started in a centralized manner, and the increase in the proportion of new energy has brought about the demand for transmission and distribution construction
On April 11, 49 major power grid projects invested and constructed by the State Grid Corporation of China in Liaoning were started. This batch of projects involves 12 cities including Shenyang, Dalian and Fushun, with an investment of nearly 5 billion yuan.
Power grid construction is an important measure to meet the growing demand for electricity and improve the stability of power supply. According to the data of the National Energy Administration, from January to February 2024, the investment in power grid projects will be 32.7 billion yuan, an increase of 2.3% year-on-year, and according to the State Grid 2024 work conference, the investment in the power grid will exceed 500 billion yuan in 2024. Dong Haijun of Capital Securities pointed out that with the rapid development of new energy, the stable regulation capacity of the power system needs to be strengthened simultaneously, and energy storage, power grid regulation, and distribution network support capacity will become key reinforcement areas. International cooperation in energy and power equipment going overseas will also become an opportunity for the development of domestic power equipment enterprises. We are optimistic about the future development opportunities in the fields of energy storage, distribution network and other power grid regulation capacity building and power equipment going overseas.
2. The National Development and Reform Commission proposed that the recycling of scrapped cars in 2027 should be doubled compared with 2023
Zhao Chenxin, deputy director of the National Development and Reform Commission, said that the "Action Plan for Promoting Large-scale Equipment Renewal and Trade-in of Consumer Goods" put forward some specific goals by 2027 on the basis of careful calculation. In terms of equipment renewal, the scale of equipment investment in the seven major areas should increase by more than 25% compared with 2023, and the energy efficiency of major energy-using equipment in key industries should basically reach the energy-saving level. In terms of trade-in and recycling, the proposed targets are to roughly double the number of scrapped cars recycled compared to 2023, the transaction volume of used cars will increase by 45% compared to 2023, and the recycling volume of waste household appliances will increase by about 30% compared to 2023.
Orient Securities believes that the promotion of large-scale equipment renewal and consumer goods trade-in is a major deployment of the Party Central Committee and the State Council to promote high-quality development, with a higher positioning, and is expected to introduce further detailed rules and landing mechanisms in the fields of automobiles and home appliances.
3. Congo is considering restricting cobalt exports to push prices back
The Democratic Republic of Congo, the world's largest producer of cobalt, is seeking advice from international industry groups to take steps to increase the price of the battery metal, including through potential export quotas. The country, which supplies 75% of the world's cobalt, is trying to gain greater control over this critical mineral. Since mid-2022, cobalt prices have fallen by two-thirds as global supply outstrips demand.
At present, the Democratic Republic of the Congo (DRC) is in a turbulent period after the general election, and the official WeChat of the Chinese Embassy in the Democratic Republic of the Congo (DRC) previously released a message that the current security situation in the DRC is complex and severe. Ding Shitao of Guolian Securities believes that the local situation may disturb the supply side of cobalt, and the excess supply of cobalt is expected to shrink, while the rapid development of the new energy vehicle industry chain drives the growth of cobalt demand.
4. Important progress has been made in industrialization!The demand for AI has accelerated the iteration of this technology
Recently, the launching ceremony of the lithium niobate photonic chip production line of Nanzhi Advanced Optoelectronic Integration Technology Research Institute was held in the new area. According to the news from Nanjing Jiangbei New Area, the production line opened this time has a series of core technologies such as lithography, etching, coating, grinding and polishing, and wet process. This means that important progress has been made in the industrialization of domestic thin-film lithium niobate photonic chips.
Lithium niobate has a strong electro-optical effect, and its refractive index changes linearly with the external driving voltage, which is one of the important materials to realize the electro-optical modulation function. The thin-film process pulls in the electrode distance, reduces the voltage and increases the bandwidth-to-voltage ratio. Compared with other materials, it has many advantages that are most needed for optoelectronics, such as large bandwidth, low loss, and low drive voltage. Guosheng Securities pointed out that AI will have higher and higher requirements for cost, power consumption, and performance in the future, and thin-film lithium niobate modulators are expected to usher in a significant increase in share with the rate upgrade by virtue of multiple advantages such as power consumption/cost/performance. According to CignalAI, global shipments of high-speed coherent optical modulators will reach 2 million ports in 2024. According to the average need for 1 to 1.5 modulators per port, if the penetration rate of the thin film lithium niobate modulator body can reach 50%, the corresponding market space is about 8.2-11 billion yuan.
Suspension
002715 Dengyun shares
Resumption of trading
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[Increase, decrease, repurchase, etc.]
Industrial and Commercial Bank of China: Huijin Company increased its holdings of 287 million A shares of the Bank
ICBC announced on the Hong Kong Stock Exchange that the Bank recently received a notice from Huijin Company that as of April 10, 2024, Huijin Company had increased its holdings of 287 million A shares of the Bank through the securities trading system of the Shanghai Stock Exchange, accounting for about 0.08% of the total share capital of the Bank, and Huijin Company held a total of 34.79% of the shares of the Bank. Huijin will continue to support the Bank's long-term and steady development.
Agricultural Bank of China: Huijin Company has increased its holdings of 401 million A shares of the Bank
Agricultural Bank of China (601288) announced on the evening of April 12 that the Bank had received a notice from Huijin Company that as of April 10, 2024, Huijin Company had increased its holdings of 401 million A shares of the Bank through the trading system of the Shanghai Stock Exchange, accounting for about 0.11% of the total share capital of the Bank, and Huijin Company held a total of 140.489 billion A shares of the Bank, accounting for about 40.14% of the total share capital of the Bank. Huijin will continue to support the Bank's long-term and steady development.
Huijin Company has increased its holdings of 71.45 million shares of CCB and 330 million shares of Bank of China
CCB Hong Kong Stock Exchange announced that as of April 10, 2024, Huijin Company has increased its holdings of 71.45 million A shares of CCB through the trading system of the Shanghai Stock Exchange, accounting for about 0.03% of the total share capital of CCB. Huijin holds a total of 142.858 billion shares of CCB (including 267 million A shares and 142.59 billion H shares), accounting for about 57.14% of CCB's total share capital. In addition, Bank of China announced that as of April 10, 2024, Huijin Company had cumulatively increased its holdings of 330 million A shares of the Bank through the trading system of the Shanghai Stock Exchange, accounting for about 0.11% of the total share capital, and Huijin Company held a total of 188.792 billion A shares of the Bank, accounting for about 64.13% of the total share capital of the Bank. Huijin will continue to support the Bank's long-term and steady development.
Gaomeng New Materials: Directors and senior managers plan to increase their holdings of the company's shares by no less than 5 million yuan in total
Gaomeng New Materials (300200) announced on the evening of April 12 that a total of 8 directors and senior managers of the company plan to increase their holdings of the company's shares with their own funds or self-raised funds in a centralized bidding transaction. The total amount of this increase is not less than 5 million yuan, and the price range is not set.
Hongsheng shares: Changzhou Zhongke plans to reduce its holdings of no more than 3.4994% of the company's shares
Hongsheng shares (603090) announced on the evening of April 12 that Changzhou Zhongke Jiangnan Equity Investment Center (Limited Partnership) (hereinafter referred to as "Changzhou Zhongke"), a shareholder of 3.4994% of the company, intends to reduce its holdings of the company by no more than 3.4994 million shares, that is, no more than 3.4994% of the company's total share capital.
ArcSoft Technology: UBP New Industry plans to reduce its stake in the company by no more than 1%.
Arcsoft Technology (688088) announced on the evening of April 12 that Nanjing Related Emerging Industry Investment Fund Partnership (Limited Partnership) (hereinafter referred to as UBP New Industry), a shareholder of 12.09% of the company, intends to reduce the number of shares of the company through centralized bidding within three months after 15 trading days from the date of the announcement to no more than 4.06 million shares, that is, no more than 1% of the company's total share capital.
【Business Data】
Changyuan Power: Net profit attributable to the parent company in 2023 will be 349 million yuan, a year-on-year increase of 184.07%
Changyuan Power (000966) released a performance report on the evening of April 12, achieving operating income of 14.457 billion yuan in 2023, a year-on-year decrease of 1.4%, a net profit attributable to the parent company of 349 million yuan, a year-on-year increase of 184.07%, and basic earnings per share of 0.123 yuan. During the reporting period, the unit price of comprehensive standard coal for thermal power units decreased year-on-year, the amount of hydropower generation increased year-on-year, and new photovoltaic and wind power projects were put into operation one after another to increase profits.
Jiejie Microelectronics: Net profit attributable to the parent company in the first quarter increased by 175%-195% year-on-year
Jiejie Microelectronics (300623) released the performance forecast for the first quarter of 2024 on the evening of April 12, with a net profit of 87.3428 million yuan - 93.695 million yuan attributable to the parent company in the first quarter, an increase of 175% - 195% year-on-year. During the reporting period, the revenue of the company's thyristor and MOSFET series products increased significantly compared with the previous year, and during the reporting period, the impact of non-recurring gains and losses on the net profit attributable to shareholders of the company was about 42.39 million yuan, of which 33.04 million yuan was the company's gain from the disposal of non-current assets.
Yuheng Pharmaceutical: Net profit attributable to the parent company in the first quarter increased by 149.27%-174.2%
Yuheng Pharmaceutical (002437) released its performance forecast for the first quarter of 2024 on the evening of April 12, with a net profit of 50 million yuan to 55 million yuan attributable to the parent company in the first quarter, an increase of 149.27%-174.2% year-on-year. In 2023, the company has sold the equity of Yuheng Biotech, and the loss of Yuheng Biotech will no longer affect the company's profit and loss in the first quarter of 2024, and during the reporting period, the subsidiary Tibet Pude Pharmaceutical Co., Ltd. received a government subsidy of 28.1269 million yuan, which is a non-recurring profit or loss. Yuheng Pharmaceutical released its 2023 performance report on the same day, achieving a net profit attributable to the parent company of about 120 million yuan in 2023, a year-on-year turnaround.
Hubei Energy: Net profit attributable to the parent company in the first quarter increased by 128.55%-196.15% year-on-year
Hubei Energy (000883) released its performance forecast for the first quarter of 2024 on the evening of April 12, with a net profit of 710 million yuan to 920 million yuan attributable to the parent company in the first quarter, an increase of 128.55%-196.15% year-on-year. During the reporting period, the water level increased year-on-year since the beginning of the year and the water supply was preferred, the hydropower generation increased, and the profit of the hydropower business increased, while the installed capacity of thermal power increased, the on-grid electricity increased, and the price of coal was lower than that of the previous period, the fuel cost decreased, and the profit of the thermal power business increased year-on-year.
Guanghe Technology: Net profit attributable to the parent company in the first quarter increased by 110.06%-142.38% year-on-year
Guanghe Technology (001389) released its performance forecast for the first quarter of 2024 on the evening of April 12, with a pre-profit of 130 million yuan - 150 million yuan attributable to the parent company in the first quarter, a year-on-year increase of 110.06% - 142.38%. Benefiting from the iterative upgrade of traditional servers and the demand for high-multilayer printed circuit boards in emerging computing scenarios such as artificial intelligence, the company's operating income and net profit in the first quarter of 2024 are expected to increase compared with the same period last year. On the same day, the company released its 2023 performance report, achieving a net profit attributable to the parent company of 415 million yuan in 2023, a year-on-year increase of 48.29%.
Yawei shares: In 2023, the net profit attributable to the parent company will increase by 1221.51% year-on-year, and it is planned to distribute 10 distributions of 1 yuan
Yawei Co., Ltd. (002559) released its annual report on the evening of April 12, achieving operating income of 1.928 billion yuan in 2023, a year-on-year increase of 5.35%, net profit attributable to the parent company of 98.8545 million yuan, a year-on-year increase of 1221.51%, and basic earnings per share of 0.1798 yuan. It is proposed to distribute a cash dividend of 1 yuan (tax included) to all shareholders for every 10 shares. During the reporting period, the company's metal forming machine tool business achieved operating income of 1.325 billion yuan, a year-on-year increase of 11.80%. Among them, the high-end host business achieved operating income of 929 million yuan, an increase of 18.58% year-on-year. The annual sales volume of CNC bending machines and CNC turret punches hit a record high, the company successfully signed an order for 5,000 tons of heavy-duty bending machines, and made a new breakthrough in the largest tonnage of open CNC bending machines in China. Automation equipment achieved operating income of 396 million yuan, a year-on-year decrease of 1.44%. During the reporting period, the orders in hand were sufficient, and the products such as the press continuous stamping production line and the high-end steel-aluminum composite automobile exterior plate laser blanking line were successfully delivered to high-end customers at home and abroad, and the company's integrated solution capabilities for key downstream industries such as automobiles, home appliances, new energy, and construction machinery continued to improve.
Palin Biotech: net profit in the first quarter is expected to increase by 100%-130% year-on-year
Palin Biotech (000403) released its performance forecast for the first quarter of 2024 on the evening of April 12, with a pre-profit of 113 million yuan to 129 million yuan attributable to the parent company in the first quarter, a year-on-year increase of 100%-130%. During the reporting period, the sales demand of the blood products market was booming, the number of saleable products and sales volume of the company increased in the first quarter of 2024, and the main business income increased compared with the same period last year. On the same day, the company released its 2023 performance report, achieving a net profit attributable to the parent company of 612 million yuan in 2023, a year-on-year increase of 4.25%.
Yunding Technology: Net profit attributable to the parent company in the first quarter increased by 100.30%
Yunding Technology (000409) released its performance forecast for the first quarter of 2024 on the evening of April 12, with a net profit of about 47 million yuan attributable to the parent company in the first quarter, an increase of 100.30% year-on-year. During the reporting period, the completion and acceptance of some projects with large amounts led to an increase in the company's net profit attributable to shareholders of listed companies. The company released its 2023 annual performance report on the same day, and the net profit attributable to the parent company in 2023 was 61.7845 million yuan, an increase of 146.17% year-on-year.
Huachen Equipment: Net profit attributable to the parent company in the first quarter increased by 81.14% year-on-year
Huachen Equipment (300809) disclosed the first quarter report of 2024 on the evening of April 12, achieving operating income of 125 million yuan in the first quarter, a year-on-year increase of 21.29%, a net profit attributable to the parent company of 27.1363 million yuan, a year-on-year increase of 81.14%, and basic earnings per share of 0.11 yuan. The company announced its 2023 annual report on the same day, and the net profit attributable to the parent company in 2023 was 118 million yuan, a year-on-year increase of 149.41%. The company intends to distribute a cash dividend of 1 yuan (tax included) for every 10 shares. During the reporting period, with the gradual stabilization of the domestic and foreign situation, the domestic machine tool industry showed a positive trend on the basis of gradually maintaining stability.
Sinopharm Modern: It is expected that the net profit attributable to the parent company in the first quarter will increase by 78.55% to 89.71% year-on-year
Sinopharm Modern (600420) announced on the evening of April 12 that the company expects to achieve a net profit attributable to the owners of the parent company of 320 million yuan to 340 million yuan in the first quarter of 2024, a year-on-year increase of 78.55% to 89.71%. In the first quarter, the company grasped the market demand, adjusted the product structure of pharmaceutical intermediates and APIs, and the sales scale of some high-margin products increased year-on-year, and the expense ratio decreased by about 6 percentage points year-on-year during the first quarter.
NAURA said: Net profit attributable to the parent company in the first quarter increased by 75.77%-102.81%
NAURA (002371) released its performance forecast for the first quarter of 2024 on the evening of April 12, with a net profit of 1.040 billion yuan to 1.200 billion yuan attributable to the parent company in the first quarter, a year-on-year increase of 75.77%-102.81%. During the reporting period, the company's market share of process equipment such as etching, thin film deposition, cleaning and furnace tubes used in the field of integrated circuits increased steadily, and its revenue grew steadily year-on-year. With the continuous expansion of the company's revenue scale, the scale effect gradually emerged, and the cost and expense ratio decreased steadily, so that the net profit attributable to shareholders of the listed company maintained a year-on-year increase. The company released its 2023 annual performance report on the same day, and the net profit attributable to the parent company in 2023 was 3.899 billion yuan, a year-on-year increase of 65.73%.
EZVIZ Network: Net profit in 2023 will increase by 68.8% year-on-year, and it is planned to transfer 10 to 4 and distribute 5 yuan
EZVIZ Network (688475) disclosed its 2023 annual report on the evening of April 12, the company will achieve operating income of 4.84 billion yuan in 2023, a year-on-year increase of 12.39%, net profit attributable to the parent company of 563 million yuan, a year-on-year increase of 68.8%, and basic earnings per share of 1 yuan. The company intends to distribute a cash dividend of 5 yuan (tax included) to all shareholders for every 10 shares, and intends to increase 4 shares for every 10 shares to all shareholders with capital reserves. The company released the first quarter report of 2024 on the same day, during the reporting period, the company achieved operating income of 1.237 billion yuan, a year-on-year increase of 14.61%, a net profit of 125 million yuan, a year-on-year increase of 37.38%, and basic earnings per share of 0.22 yuan.
Neway shares: net profit in 2023 will increase by 54.85% year-on-year, and 10 distributions of 5.2 yuan are planned
Neway (603699) disclosed its annual report on the evening of April 12, the company's operating income in 2023 will be 5.544 billion yuan, a year-on-year increase of 36.59%, the net profit attributable to the parent company will be 722 million yuan, a year-on-year increase of 54.85%, and the basic earnings per share will be 0.96 yuan. The company intends to distribute a cash dividend of 5.2 yuan (tax included) for every 10 shares.
CRRC: net profit is expected to increase by 50%-70% year-on-year in the first quarter
CRRC (601766) announced on the evening of April 12 that the company expects to achieve a net profit attributable to shareholders of listed companies of 923 million yuan to 1.046 billion yuan in the first quarter of 2024, a year-on-year increase of 50%-70%. During the reporting period, the structure of the company's delivered products changed compared with the same period last year, and the profit in the first quarter of the previous year accounted for a small proportion of the annual profit, which made the operating performance of the current period increase significantly year-on-year.
Hengmingda: net profit attributable to the parent in the first quarter increased by 48.95% to 70.57%
Hengmingda (002947) released the performance forecast for the first quarter of 2024 on the evening of April 12, with a pre-profit of 62 million yuan to 71 million yuan attributable to the parent company in the first quarter, an increase of 48.95% to 70.57% year-on-year. During the reporting period, with the gradual development of the market and the gradual improvement of production capacity, the company's operating income achieved stable growth.
Shengxiang Biological: It is expected that the net profit attributable to the parent company in the first quarter will increase by 35.79% year-on-year
Shengxiang Biology (688289) announced on the evening of April 12 that the company expects to achieve a net profit attributable to the owners of the parent company of 81.4891 million yuan in the first quarter of 2024, a year-on-year increase of 35.79%. In the context of the country's all-out efforts to promote the high-quality development of the life and health industry, the company has gradually entered a period of development in multiple tracks and fields by virtue of its early forward-looking strategic planning and investment layout, and the endogenous drive and extension growth go hand in hand, showing strong growth potential.
Kedali: In 2023, the net profit attributable to the parent will increase by 33.47% year-on-year, and 10 distributions of 15 yuan are planned
Kedali (002850) released its annual report on the evening of April 12, achieving operating income of 10.511 billion yuan in 2023, a year-on-year increase of 21.47%, a net profit attributable to the parent company of 1.2 billion yuan, a year-on-year increase of 33.47%, and basic earnings per share of 4.82 yuan. A cash dividend of RMB 15.00 (tax included) will be distributed to all shareholders for every 10 shares.
Yealink Network: Net profit attributable to the parent company in the first quarter increased by 32%-37%
Yealink Network (300628) released its performance forecast for the first quarter of 2024 on the evening of April 12, with a net profit of 558 million yuan to 579 million yuan attributable to the parent company in the first quarter, an increase of 32%-37% year-on-year. During the reporting period, the overall inventory of dealers has returned to a healthy and reasonable level, and the downstream demand has resumed growth, so that the three product lines have been well recovered. Among them, the growth of conference products and cloud office terminals is more obvious, and the competitiveness of the company's second and third growth curves continues to improve, and the development pace remains stable.
Xinli Financial: net profit in the first quarter was 13.4236 million yuan, a year-on-year increase of 28.89%
Xinli Financial (600318) disclosed the first quarter report of 2024 on the evening of April 12, the company's operating income in the first quarter of 2024 was 83.8958 million yuan, a year-on-year increase of 5.59%, the net profit attributable to the parent company was 13.4236 million yuan, a year-on-year increase of 28.89%, and the basic earnings per share was 0.0262 yuan.
Xinlai Materials: Net profit attributable to the parent company in the first quarter increased by 26.44% to 45.03%
Xinlai Materials (300260) released its performance forecast for the first quarter of 2024 on the evening of April 12, with a net profit of 68 million yuan to 78 million yuan attributable to the parent company in the first quarter, an increase of 26.44% to 45.03% year-on-year. During the reporting period, orders in the semiconductor industry were improving, market demand was picking up, and in the food industry, the market share of the company's products in domestic customers continued to increase, and orders continued to improve, and the company's overall performance was stable and improving.
Guangdong Electric Power A: Net profit attributable to the parent company in the first quarter increased by 24.39%-58.32% year-on-year
Guangdong Electric Power A (000539) released a performance forecast on the evening of April 12, and it is expected that the net profit attributable to the parent company in the first quarter of 2024 will be 110 million yuan - 140 million yuan, a year-on-year increase of 24.39% - 58.32%. In the first quarter, the company completed a total of 28.202 billion kWh of power generation in the consolidated statement, an increase of 7.20% year-on-year, and a total of 26.749 billion kWh of on-grid electricity in the consolidated statement, an increase of 7.44% year-on-year. As of the end of March 2024, the company has a controllable installed capacity of 36,256,400 kilowatts, and 1,776,600 kilowatts of new installed capacity through self-construction and acquisition.
Zhongding shares: net profit in the first quarter increased by 21.96%-44.83%
Zhongding Co., Ltd. (000887) released a performance forecast on the evening of April 12, and the net profit attributable to the parent company in the first quarter of 2024 was 320 million yuan to 380 million yuan, a year-on-year increase of 21.96%-44.83%. During the reporting period, while maintaining the steady growth of traditional business, the company continued to promote the landing and growth of the incremental business of air suspension system, lightweight chassis system and thermal management system. The company released a performance report on the same day, and the net profit attributable to the parent company in 2023 will be 1.131 billion yuan, a year-on-year increase of 16.95%.
Han's CNC: net profit in the first quarter increased by 21.49% year-on-year
Han's CNC (301200) disclosed its report for the first quarter of 2024 on the evening of April 12, with an operating income of 751 million yuan in the first quarter, a year-on-year increase of 149.08%, and a net profit of 63.6012 million yuan, a year-on-year increase of 21.49%. During the reporting period, thanks to the partial recovery of the consumer electronics market, the upgrading of new energy vehicle electronics technology and the strong demand for AI servers, the corresponding demand for PCB products increased, which stimulated the capital expenditure of downstream customers, and the company's corresponding demand for special processing equipment increased significantly.
Tianfu Energy: net profit of 147 million yuan in the first quarter, a year-on-year increase of 15.28%
Tianfu Energy (600509) disclosed the first quarter report of 2024 on the evening of April 12, the company achieved operating income of 2.281 billion yuan in the first quarter of 2024, a year-on-year increase of 4.26%, net profit attributable to the parent company of 147 million yuan, a year-on-year increase of 15.28%, and basic earnings per share of 0.11 yuan. The company released its annual report on the same day, the company will achieve operating income of 9.508 billion yuan in 2023, a year-on-year increase of 16.77%, net profit attributable to shareholders of listed companies of 431 million yuan, a year-on-year turnaround, and basic earnings per share of 0.34 yuan. The company intends to distribute a cash dividend of 1.58 yuan (tax included) to all shareholders for every 10 shares. During the reporting period, the electricity price adjustment policy for large industries was implemented, and the power supply revenue and gas revenue increased significantly.
Solar energy: net profit will increase by 13.75% in 2023, and 10 distributions of 1.46 yuan are planned
Solar Energy (000591) disclosed its annual report on the evening of April 12, achieving operating income of 9.540 billion yuan in 2023, a year-on-year increase of 3.29%, a net profit attributable to the parent company of 1.579 billion yuan, a year-on-year increase of 13.75%, and basic earnings per share of 0.40 yuan. It is proposed to distribute a dividend of 1.46 yuan (tax included) for every 10 shares. In 2023, the sales revenue of the company's photovoltaic power station segment will be 4.548 billion yuan, accounting for 47.68% of the company's total revenue, an increase of 4.42% over the same period last year, and the sales revenue of solar energy products will be 4.974 billion yuan, accounting for 52.13% of the company's total revenue, an increase of 2.40% over the same period last year.
SUMEC: Net profit in 2023 will increase by 12.8% year-on-year, and it is planned to distribute 3.3 yuan in 10 distributions
SUMEC (600710) disclosed its 2023 annual report on the evening of April 12, the company's operating income in 2023 was 122.981 billion yuan, a year-on-year decrease of 12.87%, the net profit attributable to the parent company was 1.03 billion yuan, a year-on-year increase of 12.80%, and the basic earnings per share was 0.79 yuan. The company intends to distribute a cash dividend of 3.3 yuan (tax included) to all shareholders for every 10 shares. The year-on-year decline in the company's operating income was mainly due to the impact of the domestic and foreign macro environment on commodity demand, and the overall revenue scale of the supply chain segment declined.
Jizhong Energy: The net profit attributable to the parent company in 2023 will increase by 10.83% year-on-year, and it is planned to distribute 6 yuan in 10 distributions
Jizhong Energy (000937) disclosed its annual report on the evening of April 12, achieving operating income of 24.330 billion yuan in 2023, a year-on-year decrease of 32.49%, a net profit attributable to the parent company of 4.944 billion yuan, a year-on-year increase of 10.83%, and basic earnings per share of 1.40 yuan. It is proposed to distribute a cash dividend of 6 yuan (tax included) to all shareholders for every 10 shares. In 2023, the company's raw coal output will be 27.41 million tons, coal sales will be 26.04 million tons, coal sales revenue will be 19.352 billion yuan, and the main coal revenue will account for 79.54% of the total operating income.
MTC shares: In 2023, the net profit attributable to the parent company will increase by 38.61% year-on-year, and 10 distributions of 1.06 yuan are planned
MTC (002429) disclosed its 2023 annual report on the evening of April 12, with operating income of 17.167 billion yuan in 2023, a year-on-year increase of 14.23%, net profit attributable to the parent company of 1.588 billion yuan, a year-on-year increase of 38.61%, and basic earnings per share of 0.35 yuan. The company intends to distribute a cash dividend of 1.06 yuan (tax included) for every 10 shares.
Kangyuan Pharmaceutical: net profit of 148 million yuan in the first quarter, a year-on-year increase of 4.67%
Kangyuan Pharmaceutical (600557) disclosed the first quarter report of 2024 on the evening of April 12, during the reporting period, the company achieved operating income of 1.359 billion yuan, a year-on-year increase of 0.48%, net profit attributable to shareholders of listed companies of 148 million yuan, a year-on-year increase of 4.67%, and basic earnings per share of 0.26 yuan.
Jiantou Energy: In the first quarter, the net profit attributable to the parent company was 251 million yuan, a year-on-year turnaround
Jiantou Energy (000600) released its performance forecast for the first quarter of 2024 on the evening of April 12, with a net profit of 251 million yuan attributable to the parent company in the first quarter, a year-on-year turnaround, and a loss of 141 million yuan in the same period last year. During the reporting period, under the combined influence of the year-on-year increase in power generation and heat supply and the gradual decline in thermal coal market prices, the company's main thermal power business operated better than the same period last year, and its profit increased. On the same day, the company released its 2023 performance report, achieving a net profit attributable to the parent company of 167 million yuan in 2023, a year-on-year increase of 56.82%.
ST Molong: The net profit attributable to the parent company in the first quarter was 217 million yuan, a year-on-year turnaround
ST Molong (002490) released the first quarter report of 2024 on the evening of April 12, the company achieved operating income of 194 million yuan in the first quarter, a year-on-year decrease of 52.55%, a net profit attributable to the parent company of 217 million yuan, a loss of 87.0973 million yuan in the same period last year, a year-on-year turnaround, and basic earnings per share of 0.2719 yuan.
Funeng Oriental: The net profit attributable to the parent company in 2023 will be 70.139 million yuan, a year-on-year turnaround
Funeng Oriental (300173) disclosed its annual report on the evening of April 12, achieving operating income of 1.498 billion yuan in 2023, a year-on-year increase of 6.2%, and a net profit attributable to the parent company of 70.139 million yuan, a year-on-year turnaround, compared with a loss of 305 million yuan in the same period last year. In 2023, the company accelerated the acceptance of lithium battery equipment, achieved an operating income of 1.318 billion yuan, a year-on-year increase of 5.07%, successfully opened up new customers in the field of solid-state batteries and overseas regions, and obtained orders for the mid-section production line of the pouch assembly line (solid-state), the square shell assembly line, and the mid-section production line of the pouch assembly line of overseas customers, and the square shell liquid injection machine and the cutting and stacking machine contributed nearly 50% of the order volume to the lithium battery equipment business segment.
Qifeng New Materials: The net profit attributable to the parent company in the first quarter was 51.1807 million yuan, a year-on-year turnaround
Qifeng New Materials (002521) disclosed its 2023 annual report on the evening of April 12, with operating income of 3.661 billion yuan in 2023, a year-on-year increase of 17.39%, net profit attributable to the parent company of 237 million yuan, a year-on-year increase of 2690.93%, and basic earnings per share of 0.48 yuan. It is proposed to distribute a cash dividend of 2 yuan (tax included) to all shareholders for every 10 shares. The company released the first quarter report of 2024 on the same day, and the net profit attributable to the parent company in the first quarter was 51.1807 million yuan, compared with a loss of 1.8322 million yuan in the same period last year, a year-on-year turnaround.
Longyuan Technology: In the first quarter, the net profit attributable to the parent company was 12 million to 15 million yuan, a year-on-year turnaround
Longyuan Technology (300105) released its performance forecast for the first quarter of 2024 on the evening of April 12, with a net profit of 12 million yuan to 15 million yuan attributable to the parent company in the first quarter, and a loss of 6.1883 million yuan in the same period last year, a year-on-year turnaround. During the reporting period, the company steadily promoted various tasks in accordance with the annual business plan. The operating income increased by about 78.873 million yuan over the same period of last year, an increase of about 128.27%, and the gross profit increased by about 24.7159 million yuan.
Shijia Photon: The net profit in the first quarter was 8.4432 million yuan, a year-on-year turnaround
Shijia Photonics (688313) disclosed the first quarter report of 2024 on the evening of April 12, the company's operating income in the first quarter of 2024 was 198 million yuan, a year-on-year increase of 32.85%, the net profit attributable to the parent company was 8.4432 million yuan, a year-on-year turnaround, and the basic earnings per share was 0.02 yuan. The company disclosed the 2023 annual report on the same day, the company achieved operating income of 755 million yuan in 2023, a year-on-year decrease of 16.46%, and a net profit loss of about 47.5467 million yuan, compared with a net profit of about 64.2816 million yuan in the same period last year.
Hangzhou Steamship B: The net profit attributable to the parent company in the first quarter was 8.23 million yuan - 10.05 million yuan, a year-on-year turnaround
Hangzhou Steamship B (200771) released a performance forecast for the first quarter of 2024 on the evening of April 12, and is expected to achieve a net profit of 8.23 million yuan to 10.05 million yuan in the first quarter, a year-on-year turnaround, and a net profit loss of 48.0893 million yuan in the same period last year. The company's performance growth during the reporting period was mainly due to the change in the structure of sales units in the current period, the increase in sales of drive units with higher gross profit margin, and the year-on-year decrease in R&D expenses in the current period.
TXD: The net profit attributable to the parent company in the first quarter was 7 million yuan to 10 million yuan, and the loss was reversed year-on-year
TXD (002845) released its performance forecast for the first quarter of 2024 on the evening of April 12, with a pre-profit of 7 million yuan to 10 million yuan attributable to the parent company in the first quarter, and a loss of 64.5323 million yuan in the same period last year, a year-on-year turnaround. In the first quarter of 2024, the company's sales revenue increased significantly, mainly due to the significant year-on-year increase in the shipment volume and gross profit margin of the company's main products in the first quarter; The company released its 2023 annual performance report on the same day, and the net profit attributable to the parent company in 2023 was 48.0016 million yuan, a year-on-year turnaround.
Yuntianhua: net profit in the first quarter was 1.459 billion yuan, down 7.18% year-on-year
Yuntianhua (600096) disclosed the first quarter report of 2024 on the evening of April 12, during the reporting period, the company achieved operating income of 13.857 billion yuan, a year-on-year decrease of 12.77%, net profit attributable to shareholders of listed companies of 1.459 billion yuan, a year-on-year decrease of 7.18%, and basic earnings per share of 0.7956 yuan.
Dongcai Technology: net profit in the first quarter was 50.7164 million yuan, down 28.23% year-on-year
Dongcai Technology (601208) disclosed the first quarter report of 2024 on the evening of April 12, the company achieved operating income of 921 million yuan in the first quarter of 2024, a year-on-year increase of 7.26%, a net profit of 50.7164 million yuan, a year-on-year decrease of 28.23%, and basic earnings per share of 0.06 yuan.
Dongfeng Motor: Net profit of 200 million yuan in 2023, down 29.83% year-on-year
Dongfeng Motor (600006) disclosed its 2023 annual report on the evening of April 12, saying that the company's operating income in 2023 was 12.07 billion yuan, down 0.98% year-on-year, net profit was 200 million yuan, down 29.83% year-on-year, and basic earnings per share was 0.1 yuan. The company intends to distribute a cash dividend of 0.301 yuan (tax included) to all shareholders for every 10 shares.
Tongda shares: net profit attributable to the parent company in the first quarter was 13.0584 million yuan - 17.4112 million yuan
Tongda Co., Ltd. (002560) released the performance forecast for the first quarter of 2024 on the evening of April 12, with a net profit of 13.0584 million yuan - 17.4112 million yuan in the first quarter, a year-on-year decrease of 49.76% - 62.32%. During the reporting period, the company's wire and cable business achieved a year-on-year increase in sales orders, but affected by the rhythm of downstream customer demand, the shipment volume decreased year-on-year; The increase in R&D expenses has led to a significant decline in the scale of main business income and product gross profit margin of Chengdu Hangfei, a wholly-owned subsidiary of the company.
Tongfu Microelectronics: Net profit in 2023 will drop by 66.24% year-on-year, and it is planned to distribute 10 distributions of 0.12 yuan
Tongfu Microelectronics (002156) disclosed its 2023 annual report on the evening of April 12, the company will achieve operating income of 22.269 billion yuan in 2023, a year-on-year increase of 3.92%, a net profit of 169 million yuan, a year-on-year decrease of 66.24%, and basic earnings per share of 0.11 yuan. It is proposed to distribute a cash dividend of 0.12 yuan (tax included) to all shareholders for every 10 shares. During the reporting period, the semiconductor market experienced ups and downs, and the company's traditional business encountered great challenges, resulting in a decline in the company's capacity utilization rate and gross profit margin.
SDIC Intelligence: The net profit loss attributable to the parent company in 2023 will be 206 million yuan, a year-on-year loss
SDIC Intelligent (300188) disclosed its 2023 annual report on the evening of April 12, achieving operating income of 1.984 billion yuan in 2023, a year-on-year decrease of 12.98%, and a net profit loss attributable to the parent company of 206 million yuan, compared with a profit of 148 million yuan in the same period last year, a year-on-year loss. In 2023, the operating income of public security big data products decreased by 6.52% compared with the same period last year, the operating income of electronic data forensics products decreased by 7.78% compared with last year, the operating income of new cyberspace security products decreased by 22.99% compared with the same period last year, and the operating income of digital government and enterprise digitalization decreased by 38.08% compared with the same period last year, mainly due to the reduction of customer budgets and the postponement of acceptance and confirmation of some orders in hand.
Zhongxin Fluorine Materials: The net profit loss attributable to the parent company in 2023 will be 188 million yuan, a year-on-year loss
Zhongxin Fluorine Materials (002915) released its 2023 annual performance report on the evening of April 12, with a total operating income of 1.343 billion yuan in 2023, a year-on-year decrease of 16.16%, and a net profit loss attributable to the parent company of 188 million yuan, compared with a net profit of 185 million yuan in the same period last year, a year-on-year loss. During the reporting period, affected by the geopolitical and economic environment at home and abroad, the decline in downstream market demand and the intensification of industry involution led to a large year-on-year decline in the sales volume and price of the company's traditional products, especially the sales volume and market price of pesticide intermediates continued to decline, resulting in the company's sales revenue and gross profit were lower than expected. On the same day, the company released a performance forecast for the first quarter of 2024, and it is expected that the net profit attributable to the parent company in the first quarter will be 2.5 million yuan - 3.5 million yuan, a year-on-year decrease of 87.23% - 90.88%.
Xianda shares: a loss of 12 million yuan to 15 million yuan in the first quarter, a year-on-year loss
Xianda shares (603086) announced on the evening of April 12 that the company expects to achieve a net profit attributable to shareholders of listed companies of -15 million yuan to -12 million yuan in the first quarter of 2024, compared with 44.4243 million yuan in the same period last year. The company's first quarter was mainly based on export products, and the domestic preparation sales business was mainly concentrated in the second and third quarters. Affected by changes in market supply and demand, since the second quarter of 2023, the market prices of major pesticide products have fallen sharply, and some products have fallen near the cost line of the industry. During the reporting period, the sales volume of major products increased by different margins compared with the same period last year, but due to the impact of price factors, the profitability of products weakened significantly year-on-year.
Venustech: net profit in the first quarter is expected to be 133 million yuan to 93 million yuan
Venustech (002439) disclosed the performance forecast for the first quarter of 2024 on the evening of April 12, with a net profit loss of 133 million yuan to 93 million yuan in the first quarter, and a loss of 65.7268 million yuan in the same period last year. The company disclosed its annual report on the same day, with operating income of 4.507 billion yuan in 2023, a year-on-year increase of 1.58%, net profit attributable to the parent company of 741 million yuan, a year-on-year increase of 18.37%, and basic earnings per share of 0.79 yuan. It is proposed to distribute a cash dividend of RMB 2.70 (tax included) to all shareholders for every 10 shares. During the reporting period, the company's new business segment achieved operating income of 2.142 billion yuan, an increase of 13.82% over the same period of last year, accounting for 47.54% of the annual revenue, and the proportion of new business revenue was further increased.
China Merchants Port: The total number of containers in March was 15.882 million TEU, a year-on-year increase of 9.8%
China Merchants Port (001872) released business volume data for March 2024 on the evening of April 12, with a total of 15.882 million TEU of containers in March, a year-on-year increase of 9.8%, and a total of 45.727 million TEU for the year, a year-on-year increase of 11.1%.
Zhejiang New Energy: Power generation in the first quarter increased by 22.51% year-on-year
Zhejiang Xinneng (600032) announced on the evening of April 12 that in the first quarter of 2024, the company's directly affiliated and controlled power generation enterprises will complete a total of 2.268 billion kWh, an increase of 22.51% over the same period last year.
Shanghai Construction Engineering: The amount of new contracts signed in the first quarter increased by 14.38% year-on-year
Shanghai Construction Engineering (600170) announced on the evening of April 12 that from January to March 2024, the company and its subsidiaries signed a cumulative new contract amount of 115.32 billion yuan, an increase of about 14.38% over the same period last year.
Shaanxi Construction Co., Ltd.: The new contract amount signed in the first quarter was 75.249 billion yuan
Shaanxi Construction Co., Ltd. (600248) announced on the evening of April 12 that according to preliminary statistics, from January to March 2024, the company and its subsidiaries have signed a total of 753 new contracts, with a new contract amount of 75.249 billion yuan.
Hengyuan Coal Power: The main sales revenue of coal in the first quarter fell by 7.75% year-on-year
Hengyuan Coal Power (600971) announced on the evening of April 12 that the sales volume of commercial coal in the first quarter was 1.9171 million tons, a year-on-year decrease of 2.71%, and the main sales revenue of coal was 1.95 billion yuan, a year-on-year decrease of 7.75%.
Central Plains Expressway: Toll revenue in March was 396 million yuan
Zhongyuan Expressway (600020) announced on the evening of April 12 that the company's toll revenue in March 2024 will be 396 million yuan.
Jiangxi-Guangdong Expressway: Vehicle traffic service revenue in March was 316 million yuan
Ganyue Expressway (600269) announced on the evening of April 12 that the company's vehicle traffic service revenue in March 2024 will be 316 million yuan.
【Hot Spots】
Zhengdan shares: has not directly received the announcement of the official announcement of trimellitic anhydride production by INEOS in the United States
Zhengdan shares (300641) on the evening of April 12 issued a supplementary announcement on the abnormal fluctuations in stock trading, recently affected by market supply and demand factors, the company's main product trimellitic anhydride market price has risen significantly, which is expected to have a positive impact on the company's performance in 2024. However, due to the uncertainty of the sustainability of the price fluctuations of trimellitic anhydride products, it is not possible to predict the extent of the impact on the company's performance for the time being. The company has paid attention to the recent market rumors circulating on platforms such as the stock bar about the permanent closure of its trimellitic anhydride equipment by INEOS, and the company has not yet directly received the announcement that INEOS has officially announced the cessation of trimellitic anhydride.
Jiulian Board Laishen Tongling: The company's stock has an overheated market sentiment and the risk of speculation is obvious
Jiulian Board Laishen Tongling (603900) disclosed the stock trading risk on the evening of April 12, saying that the company's shares have been limited for 9 consecutive trading days from March 29 to April 12, and have touched abnormal fluctuations 4 times and serious abnormal fluctuations 2 times from March 28 to April 12, with a cumulative increase of 145.39%, which is consistent with the Shanghai Composite Index and the Shanghai Composite Index over the same period. The price deviation of the gold jewelry industry is very large, there is an over-enthusiastic market sentiment, and the risk of speculation is obvious, so please pay attention to the risk of secondary market transactions, make rational decisions, and invest prudently. After verification, the company's main business operation has not changed, the daily operation is normal, the market environment or industry policies have not been significantly adjusted, the internal production and operation order is normal, no major contracts have been signed in the near future, and the production costs and sales are normal.
Xiamen Engineering Co., Ltd.: There is uncertainty about the impact of the implementation plan for promoting equipment renewal in the industrial field on the company
Xiamen Engineering Co., Ltd. (600815) disclosed on the evening of April 12 that the company paid attention to the recent Ministry of Industry and Information Technology and other seven departments jointly issued the "Implementation Plan for Promoting the Renewal of Equipment in the Industrial Field" (hereinafter referred to as the "Plan"), proposing to speed up the replacement of backward and inefficient equipment, and accelerate the elimination of backward and inefficient equipment and old equipment that is overdue for the production equipment such as industrial machine tools, agricultural machinery, construction machinery, and electric bicycles. There is uncertainty about the impact of the Plan on the company, so investors are advised to pay attention to investment risks. After the company's self-examination and written confirmation of the company's controlling shareholder and actual controller, as of the disclosure date of the announcement, there are no major matters that should be disclosed but have not been disclosed.
Chongqing Gas clarified: the newly replaced gas meter was verified and qualified, and no measurement inaccuracy was found in the reviewed gas meter
Chongqing Gas (600917) disclosed a clarification announcement on the evening of April 12, saying that recently, the company has paid attention to the rumors in the online media that have questioned the company's old gas meter after the expiration and replacement of the gas volume, and in order to avoid the relevant rumors misleading investors, it is now clarified. The company replaces the gas meter that has expired in service according to the relevant national safety and measurement verification regulations. The company's newly replaced gas meters have been verified and qualified by the legal metrology verification agency, and have the mark of qualified verification. The company has opened a fast channel for gas metering door-to-door review service for customers to reflect the inaccurate measurement and high gas costs, and arranged special personnel to implement the verification, and the company promises to make an appointment on the same day, accept it immediately, and provide door-to-door service within 24 hours. As of the date of the announcement, no measurement inaccuracy has been found in the reviewed gas meter.
【Change in Shareholding】
Vantone Development: GLP plans to transfer 5% of the company's shares to Hesheng Wealth
Vantone Development (600246) announced on the evening of April 12 that the company received a notification letter from its shareholder GLP Capital Investment 4 (HK) Limited (hereinafter referred to as "GLP") on April 12, 2024, and learned that it signed a "Share Transfer Agreement" with Hesheng Wealth and GLP Shanghai on April 12, and GLP will transfer 99,369,100 shares of the company it holds to Hesheng Wealth, accounting for 5% of the company's total share capital. The transfer price is 7.04 yuan per share, and the transfer price is 700 million yuan.
【Winning Contract】
Super Communication: Signed a 511 million yuan data center project contract with a subsidiary of Alpha Data
Super Communication (603322) announced on the evening of April 12 that the company signed the "Tianjin Pangu Yuntai Data Center New Project System Integration Service Contracting Contract" with Tianjin Pangu and Guangdong Aowei, wholly-owned subsidiaries of Guangdong Aofei Data Technology Co., Ltd. (stock code: 300738), on April 12, with a contract amount of about 511 million yuan (tax included).
Samsung Medical: Overseas subsidiary won the bid for a 466 million yuan transformer project
SAMSUNG HEALTHCARE (601567) ANNOUNCED ON THE EVENING OF APRIL 12 THAT THE COMPANY'S WHOLLY-OWNED SUBSIDIARY, NINGBO SANXING ELECTRIC (SWEDEN) AB (HEREINAFTER REFERRED TO AS "SAMSUNG SWEDEN"), WON THE BID FOR THE THREE-PHASE OIL-IMMERSED COPPER WINDING TRANSFORMER PROJECT IN THE HELLENIC ELECTRICITY AUTHORITY HEDNO BIDDING PROJECT, WITH A TOTAL PROJECT AMOUNT OF 59 MILLION EUROS, OR ABOUT 466 MILLION YUAN, ACCOUNTING FOR 5.12% OF THE COMPANY'S AUDITED OPERATING INCOME IN 2022.
Youxunda: Won the bid of 299 million yuan for the 15th batch of procurement projects of State Grid Corporation of China in 2024
Youxunda (300514) announced on the evening of April 12 that it won the bid for the fifteenth batch of procurement (the first measurement equipment bidding and procurement of marketing projects) project of State Grid Corporation of China in 2024, winning 11 packages with a winning bid amount of about 299 million yuan.
Jicheng Electronics: Won the bid for the fifteenth batch of procurement projects of State Grid Corporation of China in 2024
Jicheng Electronics (002339) announced on the evening of April 12 that it won the bid for the fifteenth batch of procurement (bidding and procurement of the first metering equipment for marketing projects) project of State Grid Corporation of China in 2024, winning a total of 3 packages with a total bid amount of 136 million yuan.
Bluestone Heavy Equipment: Signed a contract for the integrated pilot demonstration project of green hydrogen production and storage of Bluestone Group
Lanshi Heavy Equipment (603169) announced on the evening of April 12 that the company intends to form a consortium with its holding subsidiary Ruize Petrochemical to jointly sign the EPC General Contracting Contract Agreement for the Green Hydrogen Production and Storage Integration Test Demonstration Project with Lanshi Group, and undertake the engineering design, material and equipment procurement, construction and installation of the Blue Stone Group's green hydrogen production and storage integration test demonstration project until the intermediate handover (after the completion of the machinery and before the start-up test run), and cooperate with the Bluestone Group to complete the start-up test run. The total amount of the contract is tentatively estimated at 31.6 million yuan, which is an open contract.
【Major Investments】
GAC Group: It is planned to participate in the establishment of the high-quality development fund of Guangjin Suiqi listed companies
Guangzhou Automobile Group (601238) announced on the evening of April 12 that the company intends to act as a limited partner and Guangzhou Financial Holding Group Co., Ltd. according to the proportion of 45.8% and 54.2% of the capital contribution, to initiate the establishment of Guangzhou Guangjin Hongde Shifu Equity Investment Partnership (Limited Partnership) (tentative name) (hereinafter referred to as: Guangjin Suiqi Listed Company High-quality Development Fund), mainly invested in industrial chain investment projects in line with the strategic development direction of both parties, including modern service enterprises that promote the docking of the automobile industry chain and the capital market. The total scale of the fund is 1.201 billion yuan, and the company's proportional paid-in capital contribution does not exceed 550 million yuan.
Hangxin Technology: The subsidiary plans to sign an investment cooperation agreement with the Tianjin Port Free Trade Zone Management Committee
Hangxin Technology (300424) announced on the evening of April 12 that in order to carry out aviation interior production and engine maintenance business, Tianhong Aviation, a holding subsidiary, intends to sign the "Investment Cooperation Agreement on Aviation Interior Production and Engine Maintenance Project" with the Tianjin Port Free Trade Zone Management Committee. According to this agreement, Tianhong Airlines will set up a project company in Tianjin Port Free Trade Zone to engage in the production of commercial passenger aircraft aviation carpets, aviation seats, cabin accessories and engine maintenance, with a total investment of 200 million yuan, and from 2026, the project company can form an annual output value of 100 million yuan in the jurisdiction of the Tianjin Port Free Trade Zone Management Committee. The Tianjin Port Free Trade Zone Management Committee will provide convenience and support such as public facilities, administrative licensing, policy support, and industrial support.
[Others]
China CITIC Bank: Wang Kang, Vice President and Chief Financial Officer, resigned
China CITIC Bank (601998) announced on the evening of April 12 that Wang Kang, vice president and chief financial officer of the bank, submitted his resignation to the board of directors of the bank on April 12 due to work adjustments, and resigned from his position as vice president and chief financial officer of the bank.
Sichuan Meifeng: Signed a cooperation agreement with China Petroleum & Chemical Corporation Southwest Oil & Gas Branch
Sichuan Meifeng (000731) announced on the evening of April 12 that in order to comprehensively promote the development and application of new technologies and new products in oilfield chemistry and improve the transformation benefits of independent research and development of scientific and technological achievements, the company recently signed a "cooperation agreement" with China Petroleum & Chemical Corporation Southwest Oil and Gas Branch to carry out R&D and production cooperation in oilfield chemical additives related products.
Zhengzhou Coal and Power: Xinzheng Coal and Power, a holding subsidiary, stopped production due to one major hidden danger
Zhengzhou Coal and Power (600121) announced on the evening of April 12 that recently, the company received a report from its holding subsidiary, Henan Xinzheng Coal and Power Co., Ltd. (hereinafter referred to as "Xinzheng Coal and Power"), that Xinzheng Coal and Power received a notice from the higher-level coal management department that the mine would stop production on April 4, 2024 due to the existence of one major hidden danger. After the rectification of hidden dangers is completed, production will be resumed after the resumption of work and production procedures. Xinzheng Coal Power has an annual approved production capacity of 3 million tons, produces 2.69 million tons of coal in 2023, and has an operating income of 1.563 billion yuan, accounting for 36% of the company's total revenue in 2023. In view of the fact that it is not yet possible to determine the specific time for the resumption of production of Xinzheng Coal Power, the impact of this shutdown on the company's performance cannot be predicted for the time being.
China Nuclear Titanium Dioxide: The actual controller received a notice from the China Securities Regulatory Commission
China Nuclear Titanium Dioxide (002145) announced on the evening of April 12 that Wang Zelong, the actual controller of the company, received the "Notice of Case Filing" issued by the China Securities Regulatory Commission, and the China Securities Regulatory Commission decided to file a case against him for suspected violations of laws and regulations such as the transfer of China Nuclear Titanium Dioxide's non-public issuance of shares in 2023 and illegal information disclosure in violation of restrictive regulations. It has been confirmed that the investigation is an investigation of the actual controller of the company, and the company will continue to pay attention to the progress of the above matters and fulfill its information disclosure obligations in strict accordance with regulatory requirements.
CITIC Securities: The company and CITIC China Securities Capital received a notice from the China Securities Regulatory Commission (CSRC).
CITIC Securities (600030) announced on the evening of April 12 that the company received the "Notice of Case Filing" from the China Securities Regulatory Commission on April 12, because the company was suspected of violating laws and regulations in the process of transferring the non-public issuance of shares of China Nuclear Titanium Dioxide in 2023 in violation of restrictive provisions by relevant entities, on March 13, the China Securities Regulatory Commission decided to file a case against the company. On the same day, CITIC China Securities Capital Management Co., Ltd. (hereinafter referred to as CITIC China Securities Capital), a wholly-owned subsidiary of the company, received the "Notice of Case Filing" from the China Securities Regulatory Commission, which reads: "On March 13, the China Securities Regulatory Commission decided to file a case against your unit due to the company's suspected violations of laws and regulations in the process of transferring the non-public issuance of shares of China Nuclear Titanium Dioxide in 2023 by relevant entities in violation of restrictive regulations. ”
Haitong Securities: Received a notice from the China Securities Regulatory Commission
Haitong Securities (600837) announced on the evening of April 12 that the company received the "Notice of Case Filing" from the China Securities Regulatory Commission on April 12. Due to the company's suspected violations of laws and regulations in the process of transferring CNNC titanium dioxide's non-public issuance of shares in 2023 in violation of restrictive regulations, in accordance with the Securities Law of the People's Republic of China, the Administrative Punishment Law of the People's Republic of China and other laws and regulations, on March 13, the China Securities Regulatory Commission decided to file a case against the company.
Weichai Power: Temporarily terminated the spin-off of its subsidiaries to be listed on the GEM
Weichai Power (000338) announced on the evening of April 12 that based on the current market environment and other factors, in order to make overall arrangements for Weichai Lovol's business development and capital operation planning, after full communication and prudent argumentation with relevant parties, the company intends to temporarily terminate the spin-off of Weichai Lovol to the GEM listing and withdraw the relevant listing application documents. The temporary termination of this spin-off and listing will not have a substantial impact on the company, will not have a material adverse impact on the company's existing production and operation activities and financial condition, and will not affect the implementation of the company's future strategic plan.
Bohui Technology: The company and related personnel received the decision on administrative supervision measures from the Beijing Securities Regulatory Bureau
Bohui Technology (688004) announced on the evening of April 12 that the company received the "Beijing Securities Regulatory Bureau's Decision on Ordering Corrective Measures against Beijing Bohui Technology Co., Ltd., Sun Chuanming, Guo Zhongwu and Chen He" issued by the Beijing Securities Regulatory Bureau on April 11. From 2021 to 2023, the revenue recognition time of individual projects is earlier than the actual acceptance time. 2. Deficiencies in internal controls related to sales and collections. The implementation of the contract is inconsistent with the payment schedule agreed in the contract, the management of outbound delivery and acceptance is not in place, and the customer qualification and payment collection management of the integrator are insufficient. The Beijing Securities Regulatory Bureau has decided to take administrative supervision measures against you to order you to make corrections, and record them in the integrity file of the securities and futures market.
ST Shimao: There may be a risk that the company's shares will be terminated due to the stock price being lower than 1 yuan
ST Shimao (600823) announced on the evening of April 12 that the closing price of the company's shares on April 12 was 0.99 yuan per share, less than 1 yuan. According to Article 9.2.1, Paragraph 1, Item 1 of the Rules Governing the Listing of Stocks on the Shanghai Stock Exchange, if a listed company that only issues A shares on the Shanghai Stock Exchange has a daily closing price of less than RMB 1 for 20 consecutive trading days, the company's shares may be terminated from listing and trading by the Shanghai Stock Exchange. Please pay attention to the risks.
Hengrui Pharmaceutical: Obtained the approval notice of drug clinical trial
Hengrui Pharmaceutical (600276) announced on the evening of April 12 that recently, the company and its subsidiary Shanghai Hengrui Pharmaceutical Co., Ltd. received the approval of the State Food and Drug Administration to issue the "Notice of Approval of Drug Clinical Trials" on darsilib tablets and HRS8807 tablets of dolciclib isethionate, and agreed to carry out clinical trials of darsilib tablets with HRS8807 tablets for breast cancer.
Kehua Biotech: The product has obtained the medical device registration certificate
Kehua Biotechnology (002022) announced on the evening of April 12 that the company received the "Medical Device Registration Certificate" (in vitro diagnostic reagent) issued by the State Food and Drug Administration, and the products are hepatitis E virus IgM antibody detection kit (chemiluminescence method) and hepatitis B virus core IgM antibody detection kit (chemiluminescence method).