【Hot Spots】
Guozhong Water: There is a risk that the company's stock is overheated by market sentiment
Guozhong Water (600187) issued a risk reminder on the evening of July 24, and the deviation of the closing price of the company's shares in three consecutive trading days on July 19, July 22 and July 23, 2024 has reached more than 20%; On July 24, 2024, the company's shares rose again, and there was a risk of overheating market sentiment, but there was no major change in the company's fundamentals, and there was no material information that should be disclosed and not disclosed.
Shentong Metro: The takeover of Shanghai Shentie and Jiushi Chengkai are related businesses of the controlling shareholder and have no direct relationship with the company
On the evening of July 24, Shentong Metro (600834) disclosed an announcement on stock trading changes, saying that on July 19, Shentong Metro Group officially took over Shanghai Shentie Investment Co., Ltd. (hereinafter referred to as "Shanghai Shentie", a holding subsidiary of Jiushi Group) and Shanghai Jiushi Urban Construction and Development Co., Ltd. (hereinafter referred to as "Jiushi Urban Development", a wholly-owned subsidiary of Jiushi Group), which caused heated discussions in the market. The takeover of Shanghai Shentie and Jiushi Chengkai belongs to the related business of Shentong Metro Group, which is not directly related to the company, and so far, there is no plan to inject it into the company. In terms of shareholding structure, Jiushi Group is the controlling shareholder of Shentong Metro Group, with a holding ratio of 66.62%; Shentong Metro Group is the controlling shareholder of the company, with a holding ratio of 58.43%.
Exploration and construction shares: the company is currently operating normally
Exploration shares (603458) on the evening of July 24 issued a change announcement, the company's largest shareholder, chairman Zhang Lin is in a state of detention, case investigation, in view of the company's stock trading abnormal fluctuations, the company can not contact him for the time being. According to the company's self-inspection, the company's current production and operation are normal, and there have been no major changes in the daily operation and external environment.
【M&A】
Huace Film and Television: It is planned to acquire Ningbo Yuanao and Ningbo Yuanhao to wholly own Shanghai Huaju Hui
Huace Film and Television (300133) announced on the evening of July 24 that the company and its subsidiaries plan to acquire the entire shares of Ningbo Yuanao Enterprise Management Partnership (Limited Partnership) (hereinafter referred to as "Ningbo Yuanao") and Ningbo Yuanhao Enterprise Management Partnership (Limited Partnership) (hereinafter referred to as "Ningbo Yuanhao"). Ningbo Yuanao and Ningbo Yuanhao are the only investors of Shanghai Huajuhui Technology Co., Ltd. (hereinafter referred to as "Shanghai Huajuhui"), a holding subsidiary of the company, and now hold 10.2052% and 6.9396% of the shares of Shanghai Huajuhui respectively. After the completion of the transaction, Ningbo Yuanao and Ningbo Yuanhao will become wholly-owned enterprises of the company, and the company's equity in Shanghai Huajuhui will increase from 82.8552% to 100%. The main customers contributing to the performance of Shanghai Huajuhui are the major new media platforms, based on the quota submitted by the new media platforms at the end of the year, so the company's renewal orders are concentrated in the second half of the year, coupled with the exclusive sales of repertoire in the second half of the year, and the company's business strategy from traditional sales to a strong operation model to enhance the core competitiveness of copyright operation, and the settlement of accounts in the second half of the year, it is expected that the performance of Shanghai Huajuhui in the second half of this year will be much higher than that in the first half of the year.
【Change in Shareholding】
Space-time Technology: Shareholder Yang Yaohua split 4.8% of the company's shares to Zhou Lei
Time and Space Technology (605178) announced on the evening of July 24 that it recently received a notice from Yang Yaohua, a shareholder of more than 5% of the company's shares, and learned that Yang Yaohua and Zhou Lei had gone through the procedures for dissolving their marriage by agreement and made arrangements for the division of shares. Yang Yaohua intends to divide his 4,764,100 shares of the company, accounting for about 4.8% of the company's total shares, into the name of Ms. Zhou Lei. After this equity change, Yang Yaohua holds 7.2% of the company's shares; Zhou Lei holds 4.8% of the company's shares. The above matters will not lead to a change in the actual controller of the company.
Kaikai Industrial: It is planned to transfer 10% of the equity of Ningbo Shanghui to the controlling shareholder
Kaikai Industry (600272) announced on the evening of July 24 that the company intends to transfer 10% of the equity of Shanghai Jing'an Yongshanghui Microfinance Co., Ltd. (hereinafter referred to as "Yongshanghui") currently held by the company to Kaikai Group, the company's controlling shareholder, through a non-public agreement transfer by Shanghai United Equity Exchange. As of June 30, 2024, the net assets of Ningbo Commercial Exchange were 113 million yuan.
[Increase, decrease, repurchase, etc.]
East Sunshine: The controlling shareholder proposed to repurchase the company's shares with 200 million yuan to 400 million yuan
East Sunshine (600673) announced on the evening of July 24 that the company's controlling shareholder, Shenzhen East Sunshine Industry, proposed to repurchase the company's shares with 200 million yuan to 400 million yuan.
Xiangshan shares: Joyson Electronics plans to continue to increase its holdings of 50 million yuan to 100 million yuan of the company's shares
Xiangshan shares (002870) announced on the evening of July 24 that the company's shareholder Joyson Electronics (600699), a shareholder of more than 5%, increased its holdings of 1.8521 million shares of the company from February 7 to July 23, accounting for 1.4023% of the company's total share capital, and plans to continue to increase its holdings by no less than 50 million yuan and no more than 100 million yuan within 6 months from July 24.
Innote: The actual controller proposed to repurchase the company's shares for 50 million yuan to 100 million yuan
Innova (688253) announced on the evening of July 24 that the company's actual controllers Ye Fengguang and Zhang Xiujie proposed to repurchase the company's shares with 50 million yuan to 100 million yuan, and the repurchased shares are intended to be used for the company's equity incentive and/or employee stock ownership plan at an appropriate time in the future.
Xianheng International: It is planned to repurchase the company's shares for 50 million yuan to 60 million yuan
Xianheng International (605056) announced on the evening of July 24 that it intends to repurchase the company's shares for 50 million yuan to 60 million yuan for the implementation of the company's employee stock ownership plan or equity incentive plan, and the repurchase price does not exceed 15 yuan per share (including the number).
Tianjin Investment Urban Development: The controlling shareholder plans to increase his holdings of 20 million yuan to 40 million yuan of the company's shares
Tianjin Investment City Development (600322) announced on the evening of July 24 that the company's controlling shareholder, Tianjin Investment Capital, increased its holdings of the company's shares by a total of 2.43 million shares on July 24, accounting for 0.22% of the company's total share capital. Tianjin Investment intends to continue to increase its holdings of the company's shares through centralized bidding transactions within 6 months from the date of the first increase, and the total amount of the first and subsequent increase in shares shall not be less than 20 million yuan and not more than 40 million yuan.
Yongchuang Intelligence: The controlling shareholder's concerted action plan to increase the company's shares by 10 million yuan to 20 million yuan
Yongchuang Intelligent (603901) announced on the evening of July 24 that Hangzhou Kangchuang Investment Co., Ltd., the controlling shareholder's concerted action, plans to increase its holdings of the company's shares by 10 million yuan to 20 million yuan, and the increase in shareholding does not exceed 2% of the company's total share capital.
High-energy environment: executives increased their holdings of 50,000 shares of the company
High Energy Environment (603588) announced on the evening of July 24 that on July 24, Wu Shihui, an executive of the company, increased his holdings of 50,000 shares of the company through the Shanghai Stock Exchange trading system through centralized bidding transactions, with an increase of 249,500 yuan.
Wingtech Technology: Shareholders plan to reduce their holdings of no more than 1% of the company's shares
Wingtech Technology (600745) announced on the evening of July 24 that Wuxi Guolian Integrated Circuit Investment Center (Limited Partnership), a 9.78% shareholder, plans to reduce the number of shares of the company by centralized bidding transactions not exceeding 12,428,100 shares (no more than 1% of the company's total share capital).
Wansheng Intelligence: Wansheng Zhihe intends to reduce its holdings of no more than 1% of the company's shares
Wansheng Intelligent (300882) announced on the evening of July 24 that Tiantai County Wansheng Zhihe Investment Partnership (Limited Partnership) (hereinafter referred to as "Wansheng Zhihe"), a shareholder of 8.23% of the company's shares, intends to reduce its holdings of the company's shares by no more than 2.862 million shares (accounting for 1% of the company's total share capital).
Runbei Hangke: The directors and multiple shareholders will reduce their holdings of no more than 0.93% of the company's shares in total
Runbei Hangke (001316) announced on the evening of July 24 that Zhang Shaolong and other 19 shareholders plan to reduce the total number of shares of the company by no more than 692,100 shares, and the reduction ratio does not exceed 0.84% of the company's total shares. Gao Murui, director and deputy general manager, plans to reduce his holdings of the company's shares by no more than 74,650 shares, accounting for 0.09% of the company's current total share capital.
【Business Data】
Pathfinder: net profit in the first half of the year increased by 247.04%-339.59% year-on-year
Pathfinder (300005) released a performance forecast on the evening of July 24, and it is expected that the net profit attributable to the parent company in the first half of 2024 will be 75 million yuan - 95 million yuan, a year-on-year increase of 247.04% - 339.59%. In terms of operation and management, the company implements the dual main business strategy of "outdoor + chip", operates steadily and develops with high quality. Among them, the outdoor business has continuously improved its brand power, product power and channel power, optimized its business structure, strengthened internal management, and steadily increased its operating income and profit. The chip business achieved a significant year-on-year increase in operating income and profit, and the company is customer-centric, continuously carries out product technology innovation and iteration, and strengthens internal collaboration and resource sharing to achieve the overall healthy development of the chip sector.
Mahe shares: net profit in the first half of the year increased by 162.74%-205.92% year-on-year
Mahe shares (301199) released a performance forecast on the evening of July 24, and it is expected that the net profit attributable to the parent company in the first half of 2024 will be 36.5 million yuan - 42.5 million yuan, a year-on-year increase of 162.74% - 205.92%. During the reporting period, with the changes in regional policies and the reduction of unfavorable policy factors affecting the production schedule, the production progress of our company's projects was accelerated, and the acceptance progress was better than that of the same period last year, which led to an increase in operating income and gross profit, thereby increasing net profit.
Hangya Technology: Net profit in the first half of the year increased by 97.76% year-on-year
Hangya Technology (688510) released its semi-annual report on the evening of July 24, achieving operating income of 340 million yuan in the first half of the year, a year-on-year increase of 32.84%; net profit attributable to shareholders of listed companies was 67.2107 million yuan, a year-on-year increase of 97.76%; Basic earnings per share was 0.26 yuan.
Jiayi shares: net profit in the first half of the year increased by 87.06%-99.32% year-on-year
Jiayi Co., Ltd. (301004) released a performance forecast on the evening of July 24, and it is expected that the net profit attributable to the parent company in the first half of 2024 will be 305 million yuan - 325 million yuan, a year-on-year increase of 87.06% - 99.32%. The prosperity of the company's main product industries continued to rise, the terminal market continued to improve, and customer orders grew steadily. At the same time, the company focuses on the development of its main business, adheres to customer-centricity, deepens the cooperative relationship with core customers, and continuously improves service quality and response speed.
Haitong Development: Net profit in the first half of the year increased by 81.21% year-on-year
Haitong Development (603162) released its semi-annual report on the evening of July 24, achieving operating income of 1.687 billion yuan in the first half of the year, a year-on-year increase of 129.03%; net profit attributable to shareholders of listed companies was 242 million yuan, a year-on-year increase of 81.21%; Basic earnings per share was 0.27 yuan. On the one hand, the company effectively controlled the operating costs and period expenses through refined management, on the other hand, the company continued to optimize the fleet structure, and the disposal of a longer ship in the current period achieved certain benefits, so the net profit increased significantly year-on-year.
Yuanxin Industry: net profit in the first half of the year increased by 81.40%-123.26% year-on-year
Yuanxin Industry (301053) released a performance forecast on the evening of July 24, and it is expected that the net profit attributable to the parent company in the first half of 2024 will be 19.5 million yuan - 24 million yuan, a year-on-year increase of 81.40% - 123.26%. During the reporting period, the market demand rebounded, the company actively expanded new customers, and the order delivery volume increased year-on-year, which made the company's sales revenue and gross profit increase in the first half of the year compared with the same period last year; During the reporting period, the company's overseas exhibitions and customer replacement expenses decreased year-on-year, resulting in a year-on-year decrease in sales expenses.
Yike Food: net profit in the first half of the year increased by 39.87%-52.59% year-on-year
Yike Food (301116) released a performance forecast on the evening of July 24, and it is expected that the net profit attributable to the parent company in the first half of 2024 will be 110 million yuan to 120 million yuan, a year-on-year increase of 39.87%-52.59%. During the reporting period, the comprehensive selling price of the company's main products such as chicken products, feed, chicks and duck seedlings decreased slightly more than the unit cost, and the gross profit margin of chicken slaughtering, breeding poultry, feed and other business segments decreased slightly compared with the same period last year; The decline in the comprehensive selling price of the company's duck products was smaller than the decrease in unit cost, and the gross profit margin of the duck slaughtering business segment increased significantly, driving the company's overall gross profit margin to increase.
Guoguang performance express: net profit of 217 million yuan in the first half of the year, an increase of 28.86% year-on-year
Guoguang Co., Ltd. (002749) released a performance express report on the evening of July 24, with a half-year operating income of 1.042 billion yuan in 2024, a year-on-year increase of 9.31%; net profit attributable to the parent company was 217 million yuan, a year-on-year increase of 28.86%; Basic earnings per share was 0.48 yuan. In the first half of 2024, the company focused on the annual business plan and adhered to the promotion of the whole process solution with regulation technology as the core, which promoted the growth of both revenue and profit.
Yachuang Electronics: net profit in the first half of the year increased by 27.87%-46.14% year-on-year
Yachuang Electronics (301099) released a performance forecast on the evening of July 24, and it is expected that the net profit attributable to the parent company in the first half of 2024 will be 35 million yuan to 40 million yuan, a year-on-year increase of 27.87%-46.14%. In the first half of 2024, due to the gradual recovery of the semiconductor market, the development trend of vehicle electrification, intelligence and integration will remain unchanged, and the company's downstream customer demand will also increase, and the company's operating income and profitability will increase year-on-year.
Hanbell Precision Machinery Performance Express: Net profit in the first half of the year was 453 million yuan, an increase of 24.02% year-on-year
Hanbell Precision Machinery (002158) released a performance report on the evening of July 24, with a half-year operating income of 1.835 billion yuan in 2024, a year-on-year increase of 3.72%; the net profit attributable to the parent company was 453 million yuan, a year-on-year increase of 24.02%; Basic earnings per share was 0.85 yuan. During the reporting period, the net profit attributable to shareholders of the listed company increased by 24.02% over the same period of last year, mainly due to the company's improvement of operating performance and profitability through measures such as product structure adjustment, budget management, cost reduction and efficiency improvement, etc., which led to an increase in net profit over the same period last year.
Zhucheng Technology: Net profit in the first half of the year increased by 21.72%-47.13% year-on-year
Zhucheng Technology (301280) released a performance forecast on the evening of July 24, and it is expected that the net profit attributable to the parent company in the first half of 2024 will be 91 million yuan to 110 million yuan, a year-on-year increase of 21.72%-47.13%. During the reporting period, the company's operating performance was stable and upward, and the revenue and profit increased compared with the same period last year, mainly due to the company's strategic transformation, the introduction of management team, the expansion of business team and the deepening of sales network expansion, and the continuous improvement of product quality and R&D technology level, and was fully recognized by customers, the brand effect was gradually enhanced, and the operating income grew steadily.
Pien Tze Huang's performance express: net profit in the first half of the year increased by 11.61% year-on-year
Pien Tze Huang (600436) released a performance report for the first half of the year on the evening of July 24, achieving a total operating income of 5.65 billion yuan in the first half of the year, a year-on-year increase of 11.99%; net profit attributable to shareholders of listed companies was 1.72 billion yuan, a year-on-year increase of 11.61%. During the reporting period, the company strengthened market planning and expanded sales channels, and the sales revenue of the company's core Pien Tze Huang series products and its holding subsidiary, Fujian Pien Tze Huang Cosmetics Co., Ltd. (consolidated), increased significantly.
Supor: net profit in the first half of the year increased by 6.81% year-on-year
Supor (002032) released its semi-annual report on the evening of July 24, achieving a total operating income of 10.965 billion yuan in the first half of the year, a year-on-year increase of 9.84%; net profit attributable to shareholders of listed companies was 941 million yuan, a year-on-year increase of 6.81%; Basic earnings per share was 1.181 yuan. In the same period last year, the company's main export customers were in the destocking stage, and in this period, with the demand rebounding after the destocking of the European and American markets, the orders of the company's main export customers increased significantly over the same period, and the operating income achieved rapid growth.
USI's performance report: net profit in the first half of the year was 784 million yuan, a year-on-year increase of 2.23%
USI (601231) released its performance report on the evening of July 24, with its operating income for the first half of 2024 being 27.386 billion yuan, a year-on-year increase of 1.94%; the net profit attributable to the parent company was 784 million yuan, a year-on-year increase of 2.23%; Basic earnings per share was 0.36 yuan. The main reasons for the change in operating income are: (1) the year-on-year increase in operating income of cloud and storage products mainly benefited from the recovery of industry demand and the development of new technology applications; (2) The year-on-year increase in operating income of automotive electronic products was mainly due to the consolidation of the financial statements of Hirschmann Automotive Communications Company and the growth of the original business; (3) The operating income of industrial products in the second quarter resumed growth quarter-on-quarter, but it still declined year-on-year due to the impact of downstream demand; (4) The operating income of consumer electronics products declined year-on-year due to the decline in shipments of major wearable products in the second quarter.
Haikan shares: net profit in the first half of the year increased by 1.33%-15.14% year-on-year
Haikan Co., Ltd. (301262) released a performance forecast on the evening of July 24, and it is expected that the net profit attributable to the parent company in the first half of 2024 will be 198 million yuan to 225 million yuan, a year-on-year increase of 1.33%-15.14%. During the reporting period, the company's various businesses made steady progress. The company continued to innovate product supply, strengthen refined management, strengthen quality and efficiency, improve operational efficiency and capital management efficiency, and achieve a year-on-year increase in net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses, laying a good foundation for the company's steady operation and sustainable development.
Guangdong Hongtu performance express: net profit of 173 million yuan in the first half of the year, a year-on-year increase of 1.52%
Guangdong Hongtu (002101) released a performance report on the evening of July 24, with a half-year operating income of 3.643 billion yuan in 2024, a year-on-year increase of 11.48%; net profit attributable to the parent company was 173 million yuan, a year-on-year increase of 1.52%; Basic earnings per share was 0.26 yuan. In the first half of the year, the company continued to increase market development efforts, and its operating income achieved stable year-on-year growth. The year-on-year growth rate of net profit attributable to the parent company and net profit not attributable to the parent company was smaller than the growth rate of operating income, mainly due to the phased increase in costs and expenses during the ramp-up period of new expansion projects such as Guangzhou Hongtu and Tianjin North China Phase I. If the impact of the new expansion project is excluded, the operating income increased by 7.74% year-on-year, the net profit attributable to the parent company increased by 14.67% year-on-year, and the net profit not attributable to the parent company increased by 17.51% year-on-year.
Guoanda: net profit of 900,000 yuan in the first half of the year year-on-year turnaround
Guoanda (300902) released a performance forecast on the evening of July 24, and it is expected that the net profit attributable to the parent company in the first half of 2024 will be 900,000 yuan, compared with a loss of 20.893 million yuan in the same period last year. In the first half of 2024, the company's business revenue continued to grow, and at the same time, the receivables and contract asset impairment provisions that were separately tested for impairment were reversed, and profits increased simultaneously.
Electric Power Research Institute: It is expected that the net profit in the first half of the year will be 3 million yuan - 4.5 million yuan year-on-year
The Electric Power Research Institute (300215) released a performance forecast on the evening of July 24, and it is expected that the net profit attributable to the parent company in the first half of 2024 will be 3 million yuan to 4.5 million yuan, compared with a loss of 7.6486 million yuan in the same period last year. During the reporting period, the company's operating situation remained stable as a whole, and the main business income increased slightly year-on-year; In terms of cost expenditure, it remained stable year-on-year; Non-recurring gains and losses decreased year-on-year; In summary, the net profit increased year-on-year.
Yida shares: net profit of 12.6154 million yuan in the first half of the year, a year-on-year turnaround
Yida shares (300721) disclosed its semi-annual report on the evening of July 24, and the company's operating income in the first half of 2024 will be 872 million yuan, a year-on-year decrease of 0.84%; The net profit attributable to the parent company was 12.6154 million yuan, compared with a loss of 50.8014 million yuan in the same period last year, a year-on-year turnaround, and the basic earnings per share was 0.08 yuan. During the reporting period, the alcohol ether and alcohol ether ester business continued to maintain growth. Thanks to the increase in the number of product sales, the capacity utilization rate of alcohol ethers and alcohol ether ester products was further improved, the unit product cost decreased, and the gross profit margin of product sales increased year-on-year. The production capacity load of the hydrogen peroxide plant of the holding subsidiary Taixing Yida has been continuously improved, the production and sales of hydrogen peroxide products have increased significantly, and the hydrogen peroxide products have achieved profitability year-on-year, thereby reducing the loss of the holding subsidiary Taixing Yida. During the reporting period, Taixing Yida propylene oxide plant continued to carry out technical transformation projects, and propylene oxide products failed to achieve production and sales, but the capacity utilization rate of hydrogen peroxide plant increased significantly, and the sales volume and sales of hydrogen peroxide increased significantly. As a result, the company's operating income was basically flat year-on-year.
Zhengfan Technology: net profit in the first half of the year is expected to drop by 27%-33% year-on-year
Zhengfan Technology (688596) announced on the evening of July 24 that the company will achieve new contracts of 3.94 billion yuan in the first half of 2024, a year-on-year increase of 9.7%, of which new contracts from the semiconductor industry will increase by 11.4% year-on-year; As of the end of the reporting period, the contracts in hand were 8.20 billion yuan, a year-on-year increase of 45.6%, of which 52% came from the semiconductor industry. It is estimated that the net profit attributable to the owners of the parent company in the first half of 2024 will be 100 million yuan to 110 million yuan, a year-on-year decrease of 27% to 33%. Affected by price fluctuations in the secondary market, as of the end of the reporting period, the fair value of the company's equity investment in Qingdao Juyuan Yinxin Equity Investment Partnership (Limited Partnership) decreased year-on-year.
Wasu Media Performance Express: Net profit in the first half of the year was 243 million yuan, down 32.8% year-on-year
Wasu Media (000156) released a performance express report on the evening of July 24, with a half-year operating income of 4.345 billion yuan in 2024, a year-on-year decrease of 2.06%; net profit attributable to the parent company was 243 million yuan, a year-on-year decrease of 32.8%; Basic earnings per share was 0.13 yuan. During the reporting period, the main reasons for the year-on-year decline in the company's net profit were the increase in R&D investment, the decline in digital TV and Internet TV business income, the decline in total operating costs was lower than the decline in total operating income, and the impact of the expiration of the enterprise income tax exemption policy for cultural restructuring at the end of 2023.
Zhejiang Jiaotong Technology: In the second quarter, the new bid was won and the amount of the signed project was 4.864 billion yuan
Zhejiang Jiaotong (002061) announced on the evening of July 24 that in the second quarter of 2024, 184 new projects were newly won and signed, with an amount of 4.864 billion yuan, and 25 new projects were not signed, with an amount of 18.999 billion yuan. This year, a total of 384 new projects were newly won and signed, with an amount of 23.861 billion yuan, and 27 new projects were newly won and unsigned, with an amount of 20.429 billion yuan.
Inner Mongolia Huadian: In the first half of the year, the power generation capacity was 28.477 billion kWh
Inner Mongolia Huadian (600863) announced on the evening of July 24 that the company will complete power generation of 28.477 billion kWh in the first half of 2024, a decrease of 0.28% from the same period last year; The on-grid electricity was 26.366 billion kWh, down 0.41% from the same period last year. In the first half of 2024, the company's market-based trading electricity will be 25.573 billion kWh, accounting for 96.99% of the on-grid electricity. Affected by the transaction situation of the power market of Mengxi Power Grid, the unit price of electricity sold by the company decreased by 18.79 yuan/MWh (excluding tax) year-on-year, a year-on-year decrease of 5.23%.
【Winning Contract】
China Railway: Recently, it has won the bid for a number of major projects with a total amount of about 43.177 billion yuan
China Railway (601390) announced on the evening of July 24 that the company recently won a total of about 43.177 billion yuan of engineering projects, accounting for about 3.42% of the company's operating income in 2023 under Chinese accounting standards.
Zhongding Co., Ltd.: Obtained the fixed-point book of air suspension system product project
Zhongding Co., Ltd. (000887) announced on the evening of July 24 that the company's subsidiary AMK (Anhui) Automotive Electric Drive Co., Ltd., a Chinese subsidiary of AMK, recently received a notice from a customer that the company has become a batch supplier of air supply unit assembly products for the air suspension system of a new platform project of a leading new energy brand OEM in China. The life cycle of this project is 6 years, and the total life cycle amount is about 757 million yuan.
Molding Technology: The subsidiary obtained the designation book for the exterior trim product project
Moulding Technology (000700) announced on the evening of July 24 that Shenyang Minghua Mould & Plastic Technology Co., Ltd., a wholly-owned subsidiary of the company, recently received two exterior trim product project fixed-point letters issued by a head luxury car customer, according to customer planning, the project is expected to start mass production in January 2027, with a life cycle of 7 years. The total sales volume of project 1 is expected to be 240,000 sets and the total sales are expected to be 749 million yuan. The total sales volume of project 2 is expected to be 1.1 million sets, and the total sales volume is expected to be 3.483 billion yuan.
Innosilicon: Received a fixed-point notice from a well-known domestic automobile company
Innosilicon (688582) announced on the evening of July 24 that the company received a fixed-point notice from a well-known domestic automobile company. The customer chooses the company as the supplier of parts. In addition, the company expects to achieve a net profit attributable to shareholders of listed companies of 56.452 million yuan in the first half of the year, an increase of 38.07% over the same period last year.
Yuhetian: Won the bid for the franchise project in Hecheng District, Huaihua City, Hunan Province
Yuhetian (300815) announced on the evening of July 24 that its wholly-owned subsidiary, Shenzhen Yuhetian Smart City Operation Group Co., Ltd., received the "Notice of Winning the Bid" for the Sanitation Operation Capacity Improvement and Domestic Waste Classification Franchise Project in Hecheng District, Huaihua City, Hunan Province, with a franchise period of 10 years and an operation and maintenance service fee of 93.9557 million yuan/year.
【Major Investments】
Intel Group: plans to invest 1.05 billion yuan in the construction of Zhejiang Intel Shitang Pharmaceutical Industrial Park project
Intel Group (000411) announced on the evening of July 24 that the company intends to invest in the construction of a comprehensive park with pharmaceutical circulation as the core, pharmaceutical logistics center and related health industry incubation through its wholly-owned subsidiary, Zhejiang Intel Intelligent Network Technology Co., Ltd. (the project is tentatively named "Zhejiang Intel Shitang Pharmaceutical Industrial Park Project"), with a preliminary estimated total investment of about 1.05 billion yuan (including land costs, engineering construction costs, equipment investment costs and software investment costs, etc.). The final total investment of the project is subject to the actual investment.
Hangzhou Iron and Steel Co., Ltd.: The subsidiary plans to invest 374 million yuan to build a computing power cluster
Hangzhou Iron and Steel Co., Ltd. (600126) announced on the evening of July 24 that its subsidiary Hangzhou Iron and Steel E-commerce intends to establish a joint venture company with Lianxin Iron and Steel Jiangsu Hangzhou Iron and Steel Lianxin New Material Technology Co., Ltd. to operate the company's "Gujian" brand and Lianxin Iron and Steel "Huanghai" brand construction steel. The registered capital of the joint venture company is 200 million yuan, and Hangzhou Iron and Steel E-commerce and Lianxin Iron and Steel subscribed according to the equity ratio of 51%:49%, that is, Hangzhou Iron and Steel E-commerce contributed 102 million yuan. On the same day, it was announced that the wholly-owned subsidiary Data Company recently won the bid for the computing power service procurement project, and plans to purchase AI servers, network storage and other supporting equipment to build an overall computing power cluster of not less than 68Pflops. The total investment of the project is about 374 million yuan (tax included), and after completion, it will provide computing power services to the outside world for a service period of four years.
Jinshan Co., Ltd.: It is planned to invest in the construction of Baiyin Huajinshan Power Generation Co., Ltd. plant power generation to replace 70,000 kilowatts of wind power project
Jinshan Co., Ltd. (600396) announced on the evening of July 24 that it plans to build a joint venture with Xilin Gol League Zhihui New Energy Co., Ltd. and Xiwuzhumuqin Banner Urban and Rural Construction Investment Co., Ltd. to replace the 70,000 kilowatt wind power project of Baiyinhua Jinshan Power Generation Co., Ltd. The project is jointly funded by the company (51%), Xilin Gol League Zhihui New Energy Co., Ltd. (25%), and Xiwu Zhumuqin Banner Urban and Rural Construction Investment Co., Ltd. (24%) to establish Huadian (Xilin Gol League) New Energy Co., Ltd. The final registered capital of this project is 123 million yuan, and the company invests 62.7239 million yuan. The company announced on the same day that it intends to change the abbreviation of the company's securities to "Huadian Liaoneng".
Luyin Investment: A wholly-owned subsidiary plans to invest in a 1,500-ton powder metallurgy products project
Luyin Investment (600784) announced on the evening of July 24 that Yucheng New Materials, a wholly-owned subsidiary of the company, plans to invest 49.85 million yuan to build a 1,500-ton powder metallurgy products project. The project plans to adopt domestic high-performance powder metallurgy processing technology and automation equipment, and the product is positioned as high-performance powder metallurgy parts, which can further enhance the company's powder metallurgy products business development level after the project is put into operation.
Modern Investment: It is planned to jointly invest in the establishment of Wuhu Xinshi Xinze Fund
Hyundai Investment (000900) announced on the evening of July 24 that the company signed a partnership agreement with Ningbo Xinda Hanshi Investment Management Co., Ltd. and other enterprises to jointly invest in the establishment of Wuhu Xinshi Xinze Venture Capital Fund Partnership (Limited Partnership) (hereinafter referred to as "Wuhu Xinshi Xinze Fund"). The scale of Wuhu Xinshi Xinze Fund is 290 million yuan, of which the company subscribes and contributes 44.58 million yuan as a limited partner with its own funds, holding about 15.38% of the partnership share of the partnership. The funds of Wuhu Xinshi Xinze Fund will mainly invest in the equity of Xuzhou XCMG Automobile Manufacturing Co., Ltd. in the form of equity investment or other investment methods.
Jindawei: A subsidiary established a joint venture for the sale of health care products in the United States
JINDAWEI (002626) ANNOUNCED ON THE EVENING OF JULY 24 THAT IT RECENTLY RECEIVED A NOTICE FROM ITS WHOLLY-OWNED SUBSIDIARY, VITABEST NUTRITION, INC., THAT IT AND YOLAWANT INC. JOINTLY INVESTED IN THE ESTABLISHMENT OF A JOINT VENTURE COMPANY, ORGARA NUTRITION LLC, IN CALIFORNIA, United States. The establishment of ORGARA NUTRITION LLC is conducive to expanding the expansion of the company's health care products business in the North American market, enhancing the competitiveness of the company's overseas business, and is in line with the company's medium and long-term development strategy. It is not expected to have a significant impact on the company's production and operation during the year.
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Potential Hengxin: Well QK17-1-4 was successfully tested
On the evening of July 24, Hengxin (300191) disclosed the progress of the major contract of Bohai 09/17, saying that as of now, the QK17-1-4 well in the Bohai 09/17 contract area has completed all the drilling, completion, cable testing and oil testing work, and the drilling depth is 5170.68m. Oil and gas layers are found in Shahejie, Jurassic and Ordovician strata. The well was drilled into the Ordovician carbonate buried hill target layer for 378 meters, and encountered a thick oil and gas layer, mainly for the formation test (DST) of the drilled buried hill open-hole section, and used 7.14mm nozzles to self-inject for production, obtaining a daily gas production of 210,000 cubic meters.
Tianhe Defense: The first phase of the subsidiary's microwave rotary ferrite and dielectric ceramic material project for wireless communication has completed the completion and acceptance
Tianhe Defense (300397) announced on the evening of July 24 that recently, the first phase of the microwave rotary ferrite and dielectric ceramic material project for wireless communication of Nanjing Biot, a wholly-owned subsidiary of the company, has completed the completion and acceptance work, and has obtained the "Nanjing Housing Construction and Municipal Infrastructure Engineering Completion Acceptance Record Form" issued by the Construction and Transportation Bureau of the Management Committee of Nanjing Economic and Technological Development Zone.
Shengjian Environment: Plans to change the abbreviation of the company's securities to "Shengjian Technology"
Shengjian Environment (603324) announced on the evening of July 24 that it intends to change the abbreviation of the company's securities from "Shengjian Environment" to "Shengjian Technology".
Weitang Industry: The subsidiary signed a contract for the transfer of the right to use state-owned construction land
Weitang Industry (300707) announced on the evening of July 24 that Weitang Sipu Auto Parts, a wholly-owned subsidiary of the company, recently signed the "Shanghai State-owned Construction Land Use Right Transfer Contract" with the Planning and Natural Resources Bureau of Fengxian District, Shanghai, with a transfer price of 34.72 million yuan. The signing of the transfer contract will meet the construction needs of the company's "new energy vehicle core stamping and welding parts production capacity project", which will help the smooth progress of the construction of the fundraising project.
ENN shares: Moody's upgraded the company's credit rating to Baa3
ENN (600803) announced on the evening of July 24 that Moody's Investors Service (hereinafter referred to as "Moody's") released an updated credit rating report on ENN shares. Moody's upgraded ENN's corporate family rating and senior unsecured bonds issued by its wholly-owned subsidiary, ENN Clean Energy International Investment Limited, to "Baa3" from "Ba1", with a "stable" outlook.
Bluestone Heavy Equipment: It is planned to dissolve the holding subsidiary Bluestone Zhiyuan
Lanshi Heavy Equipment (603169) announced on the evening of July 24 that in order to implement the reform of state-owned enterprises, accelerate the disposal of non-advantageous assets, and optimize the allocation of resources, in view of the fact that the operation of Lanshi Zhiyuan is less than expected, the company intends to dissolve Lanshi Zhiyuan after mediation by the court and the deliberation and approval of the company's board of directors. Due to the small proportion of total assets, net assets, operating income and net profit in the company's consolidated statements, the dissolution will not have a significant impact on the company's current or future profits.
Mango Supermedia: Increasing the capital of its holding subsidiary, Xiaomang E-commerce, by way of debt-to-equity swap
Mango Supermedia (300413) announced on the evening of July 24 that in order to further enhance the financial strength and comprehensive competitiveness of the company's holding subsidiary, Xiaomang E-commerce Co., Ltd. (hereinafter referred to as "Xiaomang E-commerce"), and continue to promote the rapid development of Xiaomang E-commerce, the company will increase the principal and interest of its wholly-owned subsidiary, Hunan Happy Sunshine Interactive Entertainment Media Co., Ltd., to Xiaomang E-commerce by way of debt-to-equity swap with a total of 414 million yuan.
CSSC Technology: A wholly-owned subsidiary of CSSC Wind Power plans to pre-list and transfer part of the equity of the subsidiary
China Shipbuilding Technology (600072) announced on the evening of July 24 that Beijing Science and Technology Co., Ltd., a wholly-owned subsidiary of China Shipbuilding Wind Power, intends to pre-list and transfer some of the equity of its subsidiaries on the property rights exchange, including 40% of the Mongolia equity of Wudalai New Energy Co., Ltd. and 100% of the equity of Shengyuan Wind Power Co., Ltd.
Weiyuan shares: trigger the conditions for the initiation of stock price stabilization measures
Weiyuan shares (600955) announced on the evening of July 24 that from July 11, 2024 to July 24, 2024, the closing price of the company's shares has been lower than the latest audited net assets per share for 10 consecutive trading days, meeting the conditions for triggering the launch of stock price stabilization measures. According to the plan, the company will study and formulate a specific plan for stabilizing the stock price with the controlling shareholder, the enterprises controlled by it and the actual controller within 10 trading days from the date of triggering the conditions for initiating the stock price stabilization measures (July 24, 2024).
Huaxin Environmental Protection: The project of the regional special hazardous waste centralized disposal center of the subsidiary passed the audit
Huaxin Environmental Protection (301265) announced on the evening of July 24 that recently, the company's wholly-owned subsidiary, Huaxin Luyuan (Inner Mongolia) Environmental Protection Industry Development Co., Ltd., "National Special Category Hazardous Waste Disposal Center Project in North China" passed the audit of the Ministry of Ecology and Environment and other departments, becoming one of the first batch of 16 regional special hazardous waste centralized disposal center projects.
Tianjin Pharmaceutical Co., Ltd.: Famotidine injection, a subsidiary, passed the consistency evaluation of generic drugs
Jinyao Pharmaceutical Co., Ltd. (600488) announced on the evening of July 24 that its subsidiary, Hubei Jinyao, received the "Notice of Approval of Drug Supplementary Application" for famotidine injection approved and issued by the State Drug Administration, and approved this product to pass the consistency evaluation of generic drug quality and efficacy. Famotidine injection is mainly suitable for patients with upper gastrointestinal bleeding caused by peptic ulcer disease, gastric and duodenal mucosal erosion and bleeding caused by various reasons other than tumors and esophageal and gastric varices.
Xingqi Ophthalmic Medicine: Obtained the drug registration certificate of bromfenac sodium eye drops
Xingqi Ophthalmology (300573) announced on the evening of July 24 that recently, the company received the "Drug Registration Certificate" of bromfenac sodium eye drops approved and issued by the State Food and Drug Administration. This product is an eye drop with sodium bromfenac as the main ingredient, and the sodium bromfenac eye drops approved by the company are multi-dose products, and the clinical indication is for the symptomatic treatment of inflammatory diseases of the outer eye and the anterior eye: blepharitis, conjunctivitis, scleritis (including episcleritis), postoperative inflammation.
Anke Biotech: A wholly-owned subsidiary, cetrorelix acetate API, was approved for marketing
E company news, Anke Biotechnology (300009) announced on the evening of July 24 that recently, the company's wholly-owned subsidiary, Suhao Yiming, received the "Notice of Approval of the Marketing Application for Chemical Raw Materials" for the cetrorelix acetate API issued by the State Food and Drug Administration, and publicized it on the official website of the Center for Drug Evaluation of the State Food and Drug Administration.
Hongri Pharmaceutical: The chemical API ketorolac tromethamine was approved for marketing
Hongri Pharmaceutical (300026) announced on the evening of July 24 that the company recently received the "Notice of Approval of the Marketing Application for Chemical APIs" of ketorolac tromethamine approved and issued by the State Food and Drug Administration. ketorolac tromethamine can be used in the production of ketorolac tromethamine injections, tablets, capsules, eye drops, etc.
Fu'an Pharmaceutical: The subsidiary received the drug registration certificate for voriconazole for injection
Fu'an Pharmaceutical (300194) announced on the evening of July 24 that Yantai Zhichu Pharmaceutical Co., Ltd., a wholly-owned subsidiary of the company, recently received the voriconazole drug registration certificate for injection issued by the State Food and Drug Administration. Voriconazole for injection is a broad-spectrum triazole antifungal drug indicated primarily for the treatment of fungal infections in adults and children 2 years of age and older.
Huiyu Pharmaceutical: Voriconazole for injection and zoledronic acid injection were approved for marketing in Ireland and Portugal, respectively
Huiyu Pharmaceutical (688553) announced on the evening of July 24 that its wholly-owned subsidiary, Seacross Pharma (Europe) Ltd., recently received the marketing authorization for the company's products voriconazole and zoledronic acid injection for injection approved by the Ireland Health Products Administration and the Portugal National Drug and Health Products Administration.
Fudan Zhangjiang: Completed the enrollment of the first patient in the phase I clinical trial of FZ-AD005 antibody conjugate for injection for the treatment of advanced solid tumors
Fudan Zhangjiang (688505) announced on the evening of July 24 that the phase I clinical study of the company's FZ-AD005 antibody conjugate for injection (i.e., anti-DLL3 antibody conjugated BB05) for the treatment of advanced solid tumors has recently completed the enrollment of the first subject.
China Resources Shuanghe: Paliperidone sustained-release tablets, a wholly-owned subsidiary, obtained the drug registration certificate
China Resources Shuanghe (600062) announced on the evening of July 24 that its wholly-owned subsidiary, Shuanghe Limin, received the "Drug Registration Certificate" for paliperidone sustained-release tablets issued by the State Food and Drug Administration.
InnoCare: ICP-332 was dosed in the first patient in the United States
InnoCare (688428) announced on the evening of July 24 that the company's innovative drug ICP-332 completed the dosing of the first subject in United States. ICP-332 has completed a Phase II clinical trial for the treatment of AD in China with positive results.
Haichuang Pharmaceutical: The clinical trial of HP560 tablets for the treatment of myelofibrosis (myeloproliferative neoplasm) was approved
Haichuang Pharmaceutical (688302) announced on the evening of July 24 that it received the "Drug Clinical Trial Approval Notice" approved and issued by the Center for Drug Evaluation of the National Medical Products Administration, and agreed to carry out clinical trials of HP560 tablets for the treatment of myelofibrosis.
Tianyu Co., Ltd.: The company's API passed the CDE review
Tianyu Co., Ltd. (300702) announced on the evening of July 24 that the company's azilsartan API (new process) recently passed the review of the Center for Drug Evaluation (CDE) of the State Food and Drug Administration. Azilsartan can be used to treat hypertension.