Huiyun Titanium was approved to set up a doctoral workstation to help the company’s scientific research and innovation ability to a higher level.
() On the evening of March 14th, it was announced that the company had been approved to set up a Guangdong doctor workstation after receiving the notice from guangdong provincial department of human resources and social security. Huiyun Titanium said that the establishment of doctoral workstation will help the company to introduce high-end technical talents, deepen school-enterprise cooperation, optimize technological innovation and talent vitality, promote the deep integration of Industry-University-Research, strengthen technical research and promote the transformation of scientific research achievements, continuously improve the company’s independent research and development and independent innovation capabilities, and help promote the company’s healthy, sustained and rapid development.
Some people believe that the approval of the establishment of Guangdong Doctor Workstation not only shows that Huiyun Titanium has strong strength in R&D system and R&D capability, but also means that the company has made a landmark breakthrough in the construction of talent team, R&D platform and scientific research innovation.
According to public information, Huiyun Titanium Industry is a leading titanium dioxide producer in China and the largest in Guangdong Province, and it is also a modern fine chemical high-tech enterprise with independent research and development and innovation capabilities. Relying on its strong technical strength, Huiyun Titanium Industry pioneered and built a complete "sulfur-titanium-iron-calcium" circular economy industrial chain in the industry, which greatly improved the production level of circular economy in domestic titanium dioxide industry and was praised as "the demonstration project of clean production of titanium dioxide by sulfuric acid method and circular economy industrial chain" in China.
The reason why Huiyun Titanium has made such achievements is inseparable from its great attention to talents. Since its establishment, Huiyun Titanium has insisted on innovation-driven re-empowerment, strengthened the dominant position of enterprise innovation, and continuously intensified the research and development and protection of intellectual property rights. Under the leadership of He Mingchuan Innovation Studio, a "model worker and craftsman talent innovation studio", Huiyun Titanium has continuously introduced policy welfare and financial living water into the company’s innovation soil, attached great importance to the introduction and cultivation of talents, accelerated the transfer and transformation of scientific and technological achievements, and strived to enhance the innovation vitality of enterprises. High-quality technical R&D team constantly promotes the technical progress of Huiyun Titanium Industry in titanium dioxide and related fields, so that the company’s technical level and R&D innovation ability are always at the forefront of the industry.
Up to now, Huiyun Titanium has gathered a large number of high-quality professional R&D and technical talents with the general manager, chief engineer and senior engineer He Mingchuan as the core. Among them, Mr. He Mingchuan, the general manager and senior engineer, has more than 30 years of professional work experience and long-term commitment to the research and practice related to titanium dioxide. He is a member of the expert group of titanium dioxide industry association and titanium dioxide industry technology innovation strategic alliance of China Coatings Industry Association, and was once rated as "the leading figure of circular economy and comprehensive utilization of resources in Guangdong Province". In addition, Huang Jianwen, the company’s deputy chief engineer, director of R&D department and senior engineer, was once rated as "advanced individual of circular economy and comprehensive utilization of resources in Guangdong Province". Up to now, Huiyun Titanium has 1 senior engineer, 5 senior engineers, 6 intermediate engineers and 9 junior engineers.
Relying on a perfect R&D innovation system and a strong talent team, Huiyun Titanium has made remarkable achievements in R&D in recent years. At present, there are 7 invention patents and 14 utility model patents, which greatly enhances the company’s technical strength in titanium dioxide quality, green production, cost reduction and efficiency improvement. For example, the micro-pressure hydrolysis technology, calcination technology and coating technology developed by the company have greatly improved the quality and stability of the company’s products; The self-developed continuous acidolysis technology with its own intellectual property rights effectively saves the consumption of raw materials and resources and reduces the production cost; Independent research and development of the industry’s advanced pickling closed cycle technology and "3+2" two-conversion and two-absorption pyrite-based sulfuric acid production technology have basically achieved low emission of tail gas from sulfuric acid production and "zero" emission of pickling wastewater.
According to the analysis, the approval of the establishment of doctoral workstation in Guangdong Province will further enhance the company’s scientific research and innovation ability and talent introduction ability, help the company gather more high-quality professionals, and provide sufficient intellectual support for the company’s future development.
(This article is for reference only, does not constitute a basis for buying and selling, and the risk of entering the market is at your own risk. )
Jin Anguoji: The wholly-owned subsidiary has been recognized as a high-tech enterprise again.
() On the evening of March 14th, it was announced that Shanghai Guoji Electronic Materials Co., Ltd. (hereinafter referred to as "Shanghai Guoji"), a wholly-owned subsidiary of the company, had obtained the Certificate of High-tech Enterprise jointly issued by Shanghai Science and Technology Commission, Shanghai Finance Bureau and State Taxation Administration of The People’s Republic of China Shanghai Taxation Bureau, with the certificate number GR202231007860, the issuing date: December 14th, 2022, and the validity period is three.
According to the relevant regulations, Shanghai Guoji will continue to enjoy the relevant preferential policies of high-tech enterprises for three consecutive years (2022 -2024) after being re-recognized as a high-tech enterprise, that is, pay enterprise income tax at the rate of 15%. After obtaining the Certificate of High-tech Enterprise this time, Shanghai Guoji will apply to the local tax authorities and enjoy the relevant preferential policies of the state within the validity period of the certificate.
Yiwei Lithium Energy’s revenue increased by 115% and its net profit increased by 21% in 2022, and its share price fell by 0.3%.
() The announcement of the 2022 Annual Performance Express was disclosed last night. As of today’s close, Yiwei Lithium can report 65.61 yuan, a decrease of 0.29%, with a total market value of 134.220 billion yuan.
According to the announcement, in 2022, Yiwei Lithium can achieve a total operating income of 36,304,513,500 yuan, an increase of 114.82% year-on-year; The net profit attributable to shareholders of listed companies was 3,509,929,200 yuan, a year-on-year increase of 20.79%; The net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 2,693,651,500 yuan, a year-on-year increase of 5.75%.
As of December 31, 2022, the total assets of Yiwei Lithium Energy were 83,638,765,400 yuan, up 87.81% from the beginning of the year; The owner’s equity attributable to shareholders of listed companies was 30,414,416,000 yuan, up 69.59% from the beginning of the year.
Yiwei Lithium Energy said that this performance report is the result of preliminary accounting by the company’s financial department and has not been audited by an accounting firm. The specific data will be disclosed in detail in the 2022 annual report.
Hesheng New Materials: Zhao Dongming is still the actual controller of the company.
() Announcement: 51,429,600 unrestricted shares of Hesheng New Materials held by Shenzhen Zhongke Chuang Asset Management Co., Ltd., the original shareholder of the company, have been successfully auctioned by Shanghai Hongyuansheng New Energy Technology Partnership (Limited Partnership) (referred to as "Shanghai Hongyuansheng") at a price of 341 million yuan.
Shanghai Hongyuansheng has explained in the Detailed Statement of Changes in Equity that there are no plans to make major changes or adjustments to the main business of listed companies in the next 12 months, no plans to adjust directors, supervisors and senior managers of listed companies, and no plans to have a significant impact on the business and organizational structure of listed companies. This equity change has no substantial impact on the organizational structure and decision-making mechanism of the company’s board of directors. As the founding shareholder of the company, Zhao Dongming still serves as the executive director of Suzhou Xingheyuan Composite Materials Co., Ltd. and Hefei Hesheng New Materials Co., Ltd., which are important wholly-owned subsidiaries of the company, and can have a substantial influence on the resolutions of the board of directors and play a key role in the nomination and appointment of directors and senior management. Zhao Dongming is still the actual controller of the company.
Health in the United States: from January to February, operating income increased by 44% year-on-year
() Announcement, from January to February, the company’s operating income increased by 44% year-on-year, of which the number of people who arrived at the inspection increased by 32% year-on-year, and the unit price of customers increased by 9% year-on-year.
Asia-Pacific shares: On March 14th, it was investigated by institutions, and many institutions including Yongan Guofu and BlackRock participated.
On March 15, 2023 (), it was announced that the company was investigated by the organization on March 14, 2023, with the participation of Yongan Guofu Xu Xiaoming, BlackRock He Weiyi, Fuguo Fund Ningfeng, Shenwan Self-operated Wang Huaming, Zhongjin Automobile Shan Jinglan, Dongfang Jiafu Zhou Xin Zheng Jiaming and CITIC Securities Kemai.
The details are as follows:
Q: What is the company’s operation in 2022?
A: In 2022, the company realized an operating income of 3.762 billion yuan, an increase of 3.6% compared with the same period of last year; The net profit attributable to shareholders of listed companies was 67 million yuan, an increase of 51.87% compared with the same period of last year. For details, please refer to the 2022 Annual Performance Express disclosed by the company on March 13, 2023.
Q: What is the current customer structure of the company?
A: The company’s product sales network covers well-known domestic automobile enterprises and internationally renowned automobile multinational companies, and has been exported to North and South America, Europe, the Middle East and other countries and regions. Now it has entered the procurement platforms such as Volkswagen, General Motors, Honda, Nissan, Stellantis (formerly PS) and Mazda.
Q: What is the company’s support for new energy vehicles?
A: The company provides products for new energy vehicles developed by traditional automakers. In terms of new forces in building cars, the company is a supplier to customers such as zero-run cars and Hezhong cars. The company is actively promoting the company’s new products and technologies to major automakers, including new car-making enterprises. At present, the progress is smooth, and the company will try its best to win more projects.
Q: What do you think of the future application trends of one-box and two-box technologies?
A: According to the needs of assisted driving and automatic driving, it can be divided into two forms to meet their needs. One is the twobox combination of ESC and IBS, and the two products are safe and redundant; The other is IEHB in the form of onebox, which integrates ESC and IBS into a module, with a higher degree of integration. With the redundant braking unit RBU, it can meet the requirements of automatic driving performance and redundancy above L3 level. At present, the two technical routes of Two-Box and One-box will coexist in the future development and application of intelligent driving, each with its own advantages and disadvantages, and each with its own characteristics. The company has corresponding products on both routes, and the company can provide advanced system solutions for future intelligent driving no matter which technical solution customers need.
Q: Is there a plan for the production line construction of the company’s brake-by-wire product one-box?
A: The company has started and promoted the production line construction of onebox products as planned. At present, some customers’ mass production projects are progressing smoothly.
Q: How does the company view the performance difference between four motors and hub motors?
Answer: Compared with the four motors, the performance advantages of the hub motor are obvious. 1. The light-weight hub motor itself is lighter than the four motors. The hub motor is an integrated concept, which integrates driving and braking, and integrates power, transmission and braking devices into the hub, omitting transmission parts such as clutch, transmission, transmission shaft, differential and transfer case, reducing the weight of the car, simplifying the structure and obtaining better space utilization. 2, the energy conversion rate is high, the in-wheel motor has the maximum energy collection, and the energy consumption is greatly reduced compared with the traditional new energy vehicle, which can increase the cruising range; 3, the reaction speed is fast, and the hub motor is controlled by adjusting the braking torque, which effectively shortens the reaction time; 4. More applications can be realized. Cars equipped with in-wheel motors can easily realize lateral movement, in-situ U-turn and other applications. New energy vehicles, whether pure electric vehicles, fuel cell electric vehicles or extended-range electric vehicles, can use the hub motor as the main driving force, and even hybrid vehicles can also use the hub motor as a boost when starting or accelerating rapidly. 5. The cost can be reduced. The hub motor directly drives the wheels through the power supply, which reduces the parts of the transmission system and reduces the overall cost.
Q: Which models can the company’s in-wheel motor products be used in?
A: At present, the company’s hub motor products can basically cover all models in the passenger car market, and can also be applied to different types of vehicles such as mini-vehicles, special vehicles and rail vehicles.
Q: What is the progress of the company’s hub motor technology?
A: In 2016, the company began to build a lightweight wire-controlled chassis for the hub motor. In the first half of 2018, the hub motor products began to be loaded in small batches. At present, the company’s hub motors have been produced in small batches, and in the early stage, it has cooperated with many automakers to develop hub motor projects, and there are mass production projects in the test matching. The company will strive to accelerate the application of hub motors.
Q: What is the company’s view on the increase of profit rate in the next few years?
A: There are many factors that affect the gross profit margin of products. The company will continue to research and develop more products with high added value, speed up the marketing and application of new products, continuously expand the market coverage, strengthen cost control, and strive to continuously improve the process and strive to continuously improve the profit margin.
The main business of Asia Pacific Co., Ltd. is the development, production and sales of automobile basic braking system, automobile chassis electronic intelligent control system, hub motor and wire-controlled chassis.
The third quarterly report of Asia Pacific 2022 shows that the company’s main income is 2.646 billion yuan, up 4.4% year-on-year; The net profit of returning to the mother was 40.6312 million yuan, up 25.92% year-on-year; Deducted non-net profit was 21.2896 million yuan, up by 18.18.69% year-on-year; In the third quarter of 2022, the company’s main revenue in a single quarter was 950 million yuan, up 19.53% year-on-year; The net profit returned to the mother in a single quarter was 8,536,500 yuan, up 460.87% year-on-year; The non-net profit deducted in a single quarter was 2,057,700 yuan, up 143.42% year-on-year; The debt ratio is 57.8%, the investment income is-9,198,200 yuan, the financial expenses are-3,495,200 yuan, and the gross profit margin is 13.44%.
In the last 90 days, the stock has been rated by 3 institutions, with 2 buy ratings and 1 overweight rating.
The following is the detailed profit forecast information:
The data of margin financing and securities lending show that the stock’s net financing inflow in the past three months is 59.2294 million, and the financing balance has increased; The net outflow of securities lending was 162,800, and the balance of securities lending decreased. According to the financial report data in the past five years, the Securities Star valuation analysis tool shows that the moat of competitiveness in the Asia-Pacific stock industry is general, with poor profitability and poor revenue growth. There may be hidden troubles in finance, and the financial indicators that should be focused on include: interest-bearing asset-liability ratio, accounts receivable/profit rate. The stock has a good company index of 0.5 stars, a good price index of 2 stars and a comprehensive index of 1 star. (The index is for reference only, and the index range is 0~5 stars, with a maximum of 5 stars)
The above contents are compiled by Securities Star according to public information, and have nothing to do with the position of this website. Securities Star strives for but does not guarantee the accuracy, completeness, effectiveness and timeliness of all or part of this information (including but not limited to text, video, audio, data and charts). Please contact us if you have any questions. This article is for data collation, and does not constitute any investment advice for you. Investment is risky, so please make a careful decision.
American Health: In the first two months of this year, the company’s operating income increased by 44% year-on-year
Meinian Health announced on the evening of March 15th that since the beginning of 2023, the company’s overall business environment has entered a benign development channel driven by demand and rising in volume and price. The demand for physical examination of groups and individuals continues to increase, and the demand for diversified and personalized physical examination and health services such as mainstream workplace people, government and enterprise customers, Yangkang people, chronic patients, elderly people and high-income groups continues to grow. From January to February, 2023, the company’s operating income increased by 44% year-on-year, of which the number of people who arrived at the inspection increased by 32% year-on-year, and the unit price of customers increased by 9% year-on-year.
In the United States, the revenue from January to February increased by 44% year-on-year, and the number of people inspected increased by 32% year-on-year
Meinian Health announced that since the beginning of 2023, the company’s overall business environment has entered a benign development channel driven by demand and rising in volume and price. The demand for physical examination of groups and individuals continues to increase, and the demand for diversified and personalized physical examination and health services such as mainstream workplace people, government and enterprise customers, Yangkang people, chronic patients, elderly people and high-income groups continues to grow. Focusing on the core work of "ensuring quality, increasing income, improving efficiency and reducing cost", the company further improved customer satisfaction, repurchase rate and customer unit price, optimized product structure, strengthened discipline construction, actively expanded () high-quality customers through multiple channels, and rapidly and steadily improved operating performance on the basis of continuous refined operation and digital transformation. From January to February 2023, the company’s operating income increased by 44% year-on-year, of which the number of people who were inspected increased by 32%.
Sun Jianxi, the actual controller of Dagang Holdings, released the pledge of 20 million shares.
() Announcement. Recently, the company received a notice from Ms. Chien Sun Xi, the controlling shareholder and actual controller, that the company shares pledged to Guotai Junan Securities Co., Ltd. had gone through the pledge cancellation registration procedures in China Securities Depository and Clearing Co., Ltd. on March 10, 2023, and the pledge was cancelled this time, accounting for 6.30% of the company’s total share capital.
Yuyue Medical: Continuous glucose monitoring system obtains medical device registration certificate.
() Announcement: Zhejiang Kailite Medical Device Co., Ltd. (hereinafter referred to as "Zhejiang Kailite"), a holding subsidiary of the company, received the Medical Device Registration Certificate on continuous glucose monitoring system (hereinafter referred to as "CGM") issued by National Medical Products Administration on March 15th, 2023.
Daan gene obtained the registration certificate of medical device for hepatitis B virus nucleic acid determination kit.
() Announced, recently, the company obtained a medical device registration certificate issued by National Medical Products Administration, specifically: hepatitis B virus nucleic acid determination kit (PCR- fluorescent probe method), and the registration certificate number: National Machinery Zhun Zhun 20233400334. Valid from the date of approval to March 14, 2028.
The acquisition of the above-mentioned medical device registration certificate enriches the company’s product portfolio and broadens the application field of the company’s products. At present, the above products are still in the market development stage, and the market demand is uncertain.
Daan Gene: Obtaining Medical Device Registration Certificate
Daan Gene announced on the evening of March 15th that recently, the company obtained a medical device registration certificate issued by National Medical Products Administration, specifically the hepatitis B virus nucleic acid determination kit (PCR- fluorescent probe method), which is valid from the date of approval to March 14th, 2028.
Chang Aluminum Co., Ltd.: Minsheng Securities, Bank of Communications Schroeder and other institutions investigated our company on March 14th.
On March 15th, 2023, it was announced that Wu Jilei of Minsheng Securities and Schroeder Zhang Yiming of Bank of Communications investigated our company on March 14th, 2023.
The details are as follows:
Q: Please introduce the main business segments of the company.
A: At present, the company’s main business covers two major business areas: industrial heat transfer materials, comprehensive solutions for heat transfer equipment and overall solutions for clean technology and pollution control of medical and health systems. Among them, the industrial heat transfer business is the traditional key business field of the company, which belongs to the "aluminum calendering industry" of "non-ferrous metal calendering". The company’s existing business can be divided into three major sectors, namely, the upstream aluminum processing sector, the midstream manufacturing sector and the medical cleaning sector.
The upstream aluminum processing plate mainly faces the air conditioning and automobile market, in which the automobile heat transfer materials and equipment can be further subdivided into two major directions: traditional energy vehicles and new energy vehicles; The company’s air-conditioning products are mainly air-conditioning heat exchange aluminum foil series products.
The midstream manufacturing sector mainly provides automobile heat exchange materials, complete sets of equipment and solutions, mainly including power battery cooling module materials, cooling shells, water cooling plates, battery foils and other products.
The medical cleaning section is mainly a technical service provider that provides professional cleaning technology and overall pollution control solutions for pharmaceutical enterprises, hospital medical systems and food engineering enterprises. Focus on solving the problem of "environmental and drug pollution control" in customers’ production process, and provide comprehensive customized technical services covering clean pipeline system, clean room system, automatic control system and clean equipment and materials for customers’ production workshops, laboratories and other "clean areas", as well as overall technical solutions integrating design consultation, system installation and debugging, GMP verification and other services.
Q: What are the unique comparative characteristics or competitive advantages of the company compared with the listed aluminum processing enterprises in the same industry?
A: First of all, the company is an aluminum processing enterprise with more than 40 years of traceable technology and market development history. Since its establishment, the company has continuously attached importance to technological innovation, and has high-quality scientific research platforms such as national enterprise technology center, Jiangsu Engineering Technology Center, and national and Jiangsu provincial Post-Doctoral Research Center. It has accumulated hundreds of patented technologies for inventions and utility models, and its enterprise technology and R&D strength are strong, laying a foundation for the company to continuously carry out product and technological innovation and realize sustainable development in the future.
Secondly, in the aluminum processing industry, the company has completed the integrated layout of the industrial chain from upstream materials to mid-stream deep processing to the development and application of downstream aluminum terminal components, and accumulated the competitive experience in industry consolidation. The downward extension of the industrial chain is conducive to the company’s differentiated competition and helps to enhance customer value through value chain management.
Q: How does the company view the internal and external environmental changes in 2023 and their impact on the company’s operation?
A: From the external environment, under the background of the domestic economic recovery trend in 2023, it is expected to help the company maintain steady growth in demand in several downstream market sectors, and the demand related to the new energy market is expected to continue to maintain rapid development, while in traditional business areas such as air-conditioning foil, the supply and demand pattern is also showing a good trend.
From the perspective of internal factors, the motivation and factors of self-drive improvement are constantly being strengthened. First of all, the company’s quality and technology of related products in the field of new energy are constantly improving. Secondly, the company’s continuous breakthrough and innovation in core production technology will help to open the bottleneck of the company’s production capacity in high value-added fields, and correspondingly improve the input-output level of equipment. Third, with the company’s expansion in the innovative business market, it will help to improve the company’s product and income structure; Finally, the company will strengthen target management and target traction, and increase the use of incentive and reward and punishment tools.
Q: What are the company’s market prospects and competitive advantages in the new energy battery case business?
A: Shandong Xinheyuan Heat Transmission Technology Co., Ltd., a wholly-owned subsidiary of the company, is currently mainly responsible for the research and development, production and sales of new energy battery cases under listed companies. The company’s new energy battery case business is mainly based on high-frequency welding technology, and it has the ability of independent equipment. This business segment has the comprehensive competitive advantages of cost, technology and quality, and has the first-Mover and first-Mover advantages of major head customers in the target market. At present, it has the ability to quickly produce and organize delivery of large-scale products to mainstream customers, which can better match the strategic development needs of downstream vehicle and battery manufacturers.
The battery case market with high-frequency welding technology has a broad application space, which can be applied not only in the power battery business field, but also in the downstream business fields such as energy storage.
Q: What is the progress of the company’s annual output of 30,000 tons of battery foil project?
A: At present, the construction of this project is in progress in an orderly manner, and the construction period is expected to be 24 months. The construction of this project officially started on September 8, 2022, and it is now expected to be put into trial production from May to June, 2023 (depending on equipment debugging and personnel preparation, etc.), and it is expected to reach production in the first quarter of 2024.
In addition to the above-mentioned projects under construction, in the future, depending on the market demand, supply and demand pattern, the company’s process maturity and technological progress, the company will not rule out the choice of technological transformation or new production capacity, so as to realize the further improvement of battery foil production capacity and control investment risks in the process.
Q: What is the recent production and operation of Taian Dingxin Cooler Co., Ltd., a wholly-owned subsidiary of the company?
A: Taian Dingxin is a high-tech enterprise integrating R&D, design, manufacture, sales and service of engine cooling system. Its main products are engine radiator, intercooler and complete cooling module, which are used in commercial vehicles, construction machinery, agricultural machinery and generator sets.
In 2022, in the context of the overall decline of the domestic heavy truck market, Dingxin’s income in related markets was also greatly affected. According to the public statistics of the current industry, since 2023, the market demand of the heavy truck industry has improved obviously, and Dingxin is expected to be boosted by the changes.
In the future, in addition to continuing to consolidate and expand its leading position in the traditional heavy truck market, Dingxin will also vigorously expand its product applications in the light truck market, the engineering and agricultural machinery market and the new energy commercial vehicle market.
Q: The company’s performance in 2022 is greatly affected by the fluctuation of aluminum price. How will the company respond in the future?
A: The aluminum processing sector of the company mainly adopts the pricing model of "aluminum ingot price+processing fee", and the processing fee is determined by enterprises and customers through consultation according to product requirements, market supply and demand and other factors. In the actual operation process, due to the existence of production cycle and the need to maintain a reasonable inventory scale, the price of aluminum ingots referenced by the company’s product procurement and sales often cannot completely correspond. In 2022, aluminum prices fluctuated greatly. During the unilateral rapid downward trend of aluminum price, raw material cost was relatively high due to the high purchase price of aluminum in the early stage, and the product sales were mainly based on the aluminum price at the point of sale. Although the company actively negotiated with upstream and downstream customers for risk sharing and transfer, it still failed to completely transfer the adverse effects caused by the increase in cost, resulting in the loss and downward profitability of the aluminum processing sector.
In view of this situation, in 2023, on the one hand, the company plans to strengthen the research and use of hedging tools and strengthen the management of corresponding risk exposure through hedging tools. On the other hand, the company will focus on improving the internal refined management level, and through the construction of digital factories, improve the level of integration and coordination of production and marketing, so as to continuously improve the operation and turnover efficiency.
The main business of Chang Aluminum Co., Ltd.: aluminum foil, coated aluminum foil for air conditioners, aluminum, aluminum plate and aluminum strip manufacturing; The import and export business of all kinds of commodities and technologies (except those restricted or prohibited by the state) is changed to aluminum foil, aluminum material, aluminum plate and aluminum strip manufacturing; Self-supporting and acting as an agent for the import and export of various commodities and technologies (except for commodities and technologies that are restricted or prohibited by the state); Investment management; Pharmaceutical manufacturing, medical equipment and equipment manufacturing.
The third quarterly report of 2022 shows that the company’s main income is 5.044 billion yuan, up 11.5% year-on-year; The net profit of returning to the mother was-82,581,500 yuan, a year-on-year decrease of 193.97%; Deducting non-net profit-85,881,400 yuan, a year-on-year decrease of 206.97%; In the third quarter of 2022, the company’s main revenue in a single quarter was 1.786 billion yuan, up 12.16% year-on-year; The net profit returned to the mother in a single quarter was-105 million yuan, a year-on-year decrease of 528.53%; Non-net profit deducted in a single quarter was-103 million yuan, a year-on-year decrease of 627.83%; The debt ratio is 60.57%, the investment income is-1,701,600 yuan, the financial expenses are 92,956,900 yuan, and the gross profit margin is 8.54%.
In the last 90 days, the stock has a rating given by one institution and a buy rating. The data of margin financing and securities lending show that the stock’s net financing inflow in the past three months is 26.22 million, and the financing balance has increased; The net inflow of securities lending was 0.0, and the balance of securities lending increased. According to the data of financial reports in recent five years, the valuation analysis tool of Securities Star shows that the moat of competitiveness in Changaluminum Co., Ltd. is average, with poor profitability and average revenue growth. There may be financial risks, and the financial indicators with hidden concerns include: monetary fund/total assets ratio, interest-bearing asset-liability ratio, accounts receivable/profit rate, and operating cash flow/profit rate. The stock has a good company index of 1.5 stars, a good price index of 2 stars and a comprehensive index of 1.5 stars. (The index is for reference only, and the index range is 0~5 stars, with a maximum of 5 stars)
The above contents are compiled by Securities Star according to public information, and have nothing to do with the position of this website. Securities Star strives for but does not guarantee the accuracy, completeness, effectiveness and timeliness of all or part of this information (including but not limited to text, video, audio, data and charts). Please contact us if you have any questions. This article is for data collation, and does not constitute any investment advice for you. Investment is risky, so please make a careful decision.
Haisike: Clinical trial of HSK40118 tablets was approved.
() On the evening of March 15th, it was announced that the company had recently obtained the Notice of Approval for Clinical Trials of Drugs issued by National Medical Products Administration Drug Evaluation Center. After examination, HSK40118 tablets accepted in January 2023 met the relevant requirements for drug registration, and it was agreed that this product should be used for clinical trials for the treatment of "advanced non-small cell lung cancer".
Tianjian Technology: All the 36.05 million restricted shares held by shareholder Lou Jiyong were lifted.
() Announcement: The number of shares issued before the initial public offering of the company was 36.05 million, accounting for 36.01% of the company’s total share capital, involving one shareholder (Lou Jiyong). Shares issued before the company’s initial public offering are listed and circulated on Friday, March 17, 2023.
Haisike: the clinical trial of innovative drug HSK40118 tablets was approved
Haisike announced that the company has obtained the Notice of Approval for Clinical Trials of innovative drug HSK40118 tablets. The drug is intended to be used to treat advanced non-small cell lung cancer with EGFR mutation.
Haisike: HSK40118 tablets were approved for clinical trial in the treatment of "advanced non-small cell lung cancer"
Haisike announced that the company recently obtained the Notice of Approval for Clinical Trials of the innovative drug HSK40118 issued by National Medical Products Administration Drug Evaluation Center, and agreed to carry out clinical trials for the treatment of "advanced non-small cell lung cancer".
HSK40118 is an oral EGFR-Protac small molecule anti-tumor drug independently developed by the company. It is a small molecule anti-tumor drug developed based on HESCO’s leading PROTAC research and development platform. It consists of a small molecule inhibitor targeting EGFR protein, a recruitment ligand for E3 ubiquitin ligase and a linker connecting these two parts. Clinically, it is intended to be used to treat advanced non-small cell lung cancer with EGFR mutation. At present, there is no EGFR-PROTAC drug on the market, and the fourth generation EGFRTKIs against EGFRC797S mutation is still in the early stage of research and development.
*ST Kehua obtained the medical device registration certificate of "human immunodeficiency virus antigen antibody quality control product"
() Announcement. Recently, the company received the Medical Device Registration Certificate (in vitro diagnostic reagent) issued by National Medical Products Administration. The product is "HIV antigen-antibody quality control product", which is used in conjunction with the company’s HIV antigen-antibody (HIVAg/Ab) detection kit (chemiluminescence method) for quality control of HIV antigen-antibody detection projects.
*ST kehua: the company’s products obtained the medical device registration certificate.
*ST Kehua announced on the evening of March 15th that recently, the company received the Medical Device Registration Certificate (in vitro diagnostic reagent) issued by National Medical Products Administration, and the product name was human immunodeficiency virus antigen antibody quality control product.
Wen Zhenyu, the major shareholder of Shanghai Ailu, pledged 4.5 million shares.
() Announcement: Recently, the company inquired through Shenzhen Branch of China Securities Depository and Clearing Co., Ltd., and received a notice from Wen Zhenyu, a shareholder who holds more than 5% of the shares (holding 5.56% of the total share capital), and learned that Wen Zhenyu had handled the pledge business of his 4.5 million shares in the company.
ST Senyuan applied to cancel other risk warnings.
() Announcement: The Company’s 2020 Internal Control Audit Report was issued with a negative opinion by the accountant, so the company’s stock trading was subject to other risk warnings. In view of the fact that the company’s internal control defects have been rectified and the internal control can operate effectively, the above-mentioned situation that caused the company to be given other risk warnings has been eliminated, and no new situation that the company was given other risk warnings has been found. The company decided to apply to Shenzhen Stock Exchange for cancellation of other risk warnings on the company’s stock trading.
Sichuan Gold: There are no major undisclosed matters.
() On the evening of March 15th, the announcement of stock trading changes was disclosed. The company’s stock has recently increased greatly, and the current P/E ratio of the company is higher than that of the same industry. Investors are requested to pay attention to investment risks, make prudent decisions and invest rationally. The company’s current operating conditions are normal, and the internal and external operating environment has not changed significantly. The company and its controlling shareholders, indirect controlling shareholders and actual controllers do not have any major matters that should be disclosed but not disclosed by the company, or are in the planning stage.
Sdic: The subsidiary Sdic Taicang received a government subsidy of 1,247,100 yuan.
March 15th-() China Fortune announced that Taicang Sdic New Materials Technology Co., Ltd., a wholly-owned subsidiary of the company, recently received a government subsidy of RMB 1,247,100.
Jinhe Bio: 12.82 million shares held by Jinhe Holdings were pledged, accounting for 1.64% of the company’s total share capital.
China Fortune announced on March 15th () that the company recently received a notice from the controlling shareholder Inner Mongolia Jinhe Holdings Co., Ltd. that some of its shares were pledged. The total number of shares pledged this time is 12.82 million shares, accounting for 1.64% of the company’s total share capital.
Sichuan Gold: The company’s stock has increased greatly recently. At present, the company’s P/E ratio is higher than that of the same industry.
The financial sector announced on March 15th that the trading of Sichuan gold stock fluctuated abnormally. As of March 15th, 2023, the closing price of the company’s stock was 21.90 yuan/share, with a price-earnings ratio of 46.29 times. According to the data published on the website of CSI Index Co., Ltd., as of March 14, 2023, the latest P/E ratio of the company’s industry "non-ferrous metal mining and dressing industry (B09)" was 25.82 times. The company’s stock has recently increased greatly, and the current P/E ratio of the company is higher than that of the same industry. Investors are advised to pay attention to investment risks, make prudent decisions and invest rationally.
New hope: The sales revenue of live pigs in February was 2.541 billion yuan, up 130.37% year-on-year.
New Hope announced on the evening of March 15th that the company sold 1,733,000 live pigs in February 2023, a change of 34.23% from the previous month and 77.33% from the same period last year. Revenue was 2.541 billion yuan, up 23.89% from the previous month and up 130.37% from the same period last year. The average selling price of commercial pigs was 14.32 yuan/kg, with a month-on-month change of -3.83% and a year-on-year change of 25.72%. The main reason for the large increase in the number of live pigs is that the production and sales base is small during the Spring Festival holiday in January, and the large increase year-on-year is mainly due to the improvement of production indicators such as early sow farrowing, current fattening and health and epidemic prevention. The main reason for the year-on-year increase in the sales revenue of live pigs is the sharp increase in the sales volume of live pigs and the increase in the price of live pigs.
New Hope’s sales revenue of live pigs in February was 2.541 billion yuan, a year-on-year increase of 130.37%.
New Hope announced that the company sold 1,733,000 pigs in February 2023, a change of 34.23% from the previous month and 77.33% from the same period last year. Revenue was 2.541 billion yuan, up 23.89% from the previous month and up 130.37% from the same period last year. The average selling price of commercial pigs was 14.32 yuan/kg, with a month-on-month change of -3.83% and a year-on-year change of 25.72%. The main reason for the large increase in the number of live pigs is that the production and sales base is small during the Spring Festival holiday in January, and the large increase year-on-year is mainly due to the improvement of production indicators such as early sow farrowing, current fattening and health and epidemic prevention. The main reason for the year-on-year increase in the sales revenue of live pigs is the sharp increase in the sales volume of live pigs and the increase in the price of live pigs.
Zhefu Holding’s subsidiary won the bid for 1.026 billion yuan related project bidding and procurement project.
() Announcement: Sichuan Huadu Nuclear Equipment Manufacturing Co., Ltd. (hereinafter referred to as "Huadu Company"), a holding subsidiary of the company, recently received a number of "Notice of Winning Bid" issued by CNNC (Shanghai) Supply Chain Management Co., Ltd., a project tendering agency, which informed that Huadu Company was the winning bidder for several projects, and the counterparty was Chengdu Nuclear Power Research and Design Engineering Co., Ltd., a subsidiary of China Nuclear Power Research and Design Institute. The total bid amount is RMB 1.026 billion, accounting for 7.26% of the company’s annual operating income in 2021.
Mu Yuan shares: the sales income of live pigs in January and February was 14.665 billion yuan.
() It was announced on the evening of March 15th that in January and February of 2023, the company sold 8.844 million pigs (including 8.630 million commercial pigs, 179,000 piglets and 34,000 breeding pigs), with a sales income of 14.665 billion yuan. Among them, 1.647 million pigs were sold to Mu Yuan Meat Food Co., Ltd., a wholly-owned subsidiary, and its subsidiaries. From January to February, 2023, the price of the company’s commercial pigs showed a downward trend compared with that in December, 2022. The average selling price of commercial pigs was 14.49 yuan/kg, which was 22.14% lower than that in December, 2022.
Zhefu Holdings: The holding subsidiary won the bid for the project totaling 1.026 billion yuan.
On the evening of March 15th, Zhefu Holdings announced that Huadu Company, a holding subsidiary, was the winning bidder for several projects, and the counterparty was Chengdu Nuclear Power Research and Design Engineering Co., Ltd., a subsidiary of China Nuclear Power Research and Design Institute. The total bid amount is 1.026 billion yuan, accounting for 7.26% of the company’s annual operating income in 2021.
ST Senyuan: Internal control defects have been rectified, and the application for cancellation of other risk warnings has been completed.
ST Senyuan announced on the evening of March 15th that, in view of the fact that the internal control defects have been rectified, the situation that the company has been given other risk warnings has been eliminated, and no other risk warnings have been added to the company, so it decided to apply for cancellation of other risk warnings imposed on the company’s stock trading. Previously, in February 2023, Henan Hongsen Rongyuan Enterprise Management Partnership (Limited Partnership) (hereinafter referred to as "Hongsen Rongyuan") won 7.96% of the shares of ST Senyuan through judicial auction. After the transfer, Hongsen Rongyuan and concerted parties held 18.16% of the shares of ST Senyuan and became the controlling shareholder of the listed company.
Mu Yuan’s pig sales revenue in the first two months was about 14.665 billion yuan.
Mu Yuan announced that in January and February of 2023, the company sold 8.844 million pigs (including 8.630 million commercial pigs, 179,000 piglets and 34,000 breeding pigs), with a sales income of 14.665 billion yuan. Among them, 1.647 million pigs were sold to Mu Yuan Meat Food Co., Ltd., a wholly-owned subsidiary, and its subsidiaries.
From January to February, 2023, the price of the company’s commercial pigs showed a downward trend compared with that in December, 2022. The average selling price of commercial pigs was 14.49 yuan/kg, which was 22.14% lower than that in December, 2022.
Yuyue Medical: glucose monitoring products have obtained medical device registration certificate.
After closing on March 15th, Yuyue Medical announced that Zhejiang Kailite Medical Device Co., Ltd., a holding subsidiary, received the Medical Device Registration Certificate for continuous glucose monitoring system issued by National Medical Products Administration today. Yuyue Medical said that the acquisition of this product registration certificate is an important breakthrough for the company in the field of diabetes care solutions. The company will give full play to the advantages of related products in clinical effect, comfort, portability, safety and digital management, continuously deepen business expansion, and continue to provide more efficient and better health services to the market.
Hailu Heavy Industry: Xu Yuansheng, the actual controller suspected of violating laws and regulations, was fined 600,000 yuan.
() Announcement: Xu Yuansheng, the controlling shareholder and actual controller of the company, has received the Notice of Administrative Punishment in advance issued by Jiangsu Supervision Bureau of China Securities Regulatory Commission, and the investigation of Xu Yuansheng’s alleged violation of information disclosure has been completed.
On July 6, 2016, Xu Yuansheng, as the controlling shareholder and actual controller of the company, signed the Investment Cooperation Framework Agreement with Li on the transfer of the company’s control rights, which stipulated the transfer of the company’s shares and control rights, the reorganization of related assets and other matters. From August 2016 to May 2018, Xu Yuansheng and Li signed three supplementary agreements on the transfer of control rights of the company. After the signing of the above four agreements, Xu Yuansheng failed to inform the company in time, which led to the company’s failure to disclose major events related to the transfer of company control rights in accordance with the regulations and to fulfill its information disclosure obligations in time. Jiangsu Securities Regulatory Bureau intends to decide to give Xu Yuansheng a warning and impose a fine of 600,000 yuan.
The 5% shares of the company held by Huiyin Tianyue, the main shareholder of Wanfu Bio, were frozen by the judiciary.
() Announcement: On March 13, 2023, the company inquired about the system of China Securities Depository and Clearing Co., Ltd. Shenzhen Branch, and learned that 22.23 million shares (accounting for 5.00% of the company’s total share capital) held by Guangzhou Huiyin Tianyue Equity Investment Fund Management Co., Ltd. ("Huiyin Tianyue"), a shareholder holding more than 5% of the company’s shares, were frozen by the judiciary.
Mu Yuan shares: The sales income of live pigs in January and February 2023 was 14.665 billion yuan.
Financial circles reported on March 15th that Mu Yuan announced that in January and February 2023, the company sold 8.844 million pigs (including 8.630 million commercial pigs, 179,000 piglets and 34,000 breeding pigs), with a sales income of 14.665 billion yuan. Among them, 1.647 million pigs were sold to Mu Yuan Meat Food Co., Ltd., a wholly-owned subsidiary, and its subsidiaries.
Hailu Heavy Industry Co., Ltd.: The controlling shareholder of the company received the advance notice of administrative punishment.
On the evening of March 15th, Hailu Heavy Industry announced that Xu Yuansheng, the controlling shareholder and actual controller of the company, had received the Notice of Administrative Punishment in advance issued by Jiangsu Securities Regulatory Bureau. It was found that Xu Yuansheng failed to inform the company in time of the agreement he signed on the transfer of control rights of the company, which led to the company’s failure to disclose relevant information in time, violating the relevant provisions of the Measures for the Administration of Information Disclosure of Listed Companies. Jiangsu Securities Regulatory Bureau plans to give Xu Yuansheng a warning and impose a fine of 600,000 yuan.
Zhongdalide: It is planned to set up a wholly-owned subsidiary in Singapore and a wholly-owned Sun Company in Thailand.
() On the evening of March 15th, it was announced that in order to meet the increasing demand and technical service requirements of the Southeast Asian market for products such as speed reducer, the company planned to set up a wholly-owned subsidiary, Singapore Zhongda Lide Intelligent Transmission Company, in Singapore, with a total investment of no more than US$ 36.8 million, all of which was used to invest in the establishment of Thailand Sun Company; At the same time, the company plans to set up a wholly-owned sun company, Thailand Zhongda Lide Intelligent Transmission Manufacturing Company, in Thailand through a wholly-owned subsidiary in Singapore, with a total investment of no more than US$ 36.8 million.
Foshan Lighting plans to raise no more than 1.095 billion yuan.
() Announce that the company intends to issue A shares to specific targets, and the total amount of funds raised will not exceed 1.095 billion yuan. After deducting the issuance expenses, it will be used for "Foshan Lighting Automation Transformation and Digital Transformation Construction Project", "Foshan Lighting Hainan Industrial Park Phase I", "Smart Street Lamp Construction Project", "Car Lamp Module Production Construction Project" and "R&D Center Construction Project".
Tiantie Co., Ltd. won the bid of 20,965,100 yuan for the track-related project of the first phase of Guiyang rail transit S1 line.
() Announcement: Recently, the company received the Notice of Winning Bid from the project management department of Track 02 of Guiyang Rail Transit S1 Line Phase I Project of China Railway 16th Bureau Group Co., Ltd., which confirmed that the company was the winning bidder of Track 02 of Guiyang Rail Transit S1 Line Phase I Project of China Railway 16th Bureau Group Co., Ltd., and the winning bid amount was 20,965,100 yuan.
Han Qingmin, chief accountant of Southern Power Grid, resigned.
() Announcement: Han Qingmin, the company’s deputy general manager and chief accountant, applied to resign as the company’s deputy general manager and chief accountant due to job changes, and he will no longer hold any position in the company after his resignation.
Foshan Lighting: It is planned to raise no more than 1.095 billion yuan.
Foshan Lighting announced on the evening of March 15th that it plans to raise no more than 1.095 billion yuan for Foshan Lighting Automation Transformation and Digital Transformation Construction Project, Foshan Lighting Hainan Industrial Park Phase I, Smart Street Lamp Construction Project, Car Lamp Module Production Construction Project and R&D Center Construction Project. The subscription amount of Guangsheng Group, the actual controller of the company, is 25% of the total raised funds.
Kangtai Bio spent 121 million yuan to buy back 3,581,600 shares, and the repurchase period expired.
() Announcement was issued. As of March 13, 2023, the company repurchased 3,581,600 shares of the company through the special securities account for share repurchase, accounting for 0.32% of the company’s total share capital. The highest transaction price was 36.51 yuan/share, the lowest transaction price was 29.85 yuan/share, and the total transaction amount was 121 million yuan (excluding transaction fees). This share repurchase is in line with the company’s established share repurchase plan and relevant laws and regulations, and the implementation period of this share repurchase has expired and has been completed.
China Tanya: Gravity Energy Storage Project to be Landing in Urad Zhongqi.
() On the evening of March 15th, it was announced that the gravity energy storage project to be landed in Urad Zhongqi would serve the construction of new energy base in Urad Zhongqi, as well as mine management and ecological restoration. The total installed capacity of the project is not less than 2GWh, of which the first phase is 100MWh, and the second and third phases are 1GWh respectively.
Konka Group, the shareholder of Chutianlong, has reduced its shareholding by 1.2%.
() Announced that the company received the Notice of Share Reduction issued by Konka Group, a shareholder holding more than 5% of the shares. Konka Group reduced its shares by 5,523,954 shares through centralized bidding and block trading from January 31 to March 13, 2023, accounting for 1.2% of the company’s total share capital.
Kai Ruide: The amount involved in a new case of shareholders suing the company for false statement of securities is 29.88887 million yuan.
() Announcement, the company recently received the Civil Complaint with the case number of (2022) E 01 Minchu No.2403 served by Wuhan Intermediate People’s Court, and learned that Wei Dongting filed a lawsuit against the company for the liability dispute over securities misrepresentation, involving an amount of about 29,888,700 yuan.
Konka Group, the shareholder of Chutianlong, has reduced its shareholding by 1.2%.
Chu Tianlong announced that the company received the Notice of Share Reduction issued by Konka Group, a shareholder holding more than 5% of the shares. Konka Group reduced its shares by 5,523,954 shares through centralized bidding and block trading from January 31 to March 13, 2023, accounting for 1.2% of the company’s total share capital.
Dawei intends to cancel its holding subsidiary Jiangsu Teerjia.
() Announced that, in order to further sort out the positioning and business relationship of the subsidiaries of the company, streamline the organizational structure of the company and reduce the management cost, Jiangsu Teerjia Technology Co., Ltd. ("Jiangsu Teerjia"), a holding subsidiary, was approved by the chairman of the company.
Zhongdalide plans to invest no more than 36.8 million US dollars to set up a new Thai Sun Company to meet the demand of Southeast Asian market.
Zhongdalide announced that in order to meet the growing demand and technical service requirements of the Southeast Asian market for products such as speed reducer motors and reducers, the company plans to set up a wholly-owned subsidiary, Singapore Zhongdalide Intelligent Transmission Company, in Singapore, with a total investment of no more than 36.8 million US dollars. At the same time, the company plans to set up a wholly-owned grandson company, Thailand Zhongda Lide Intelligent Transmission Manufacturing Company, in Thailand through a wholly-owned subsidiary in Singapore, with a total investment of no more than USD 36.8 million (subject to the final actual investment amount).
Jizhong Energy: Zhongtai Securities, Zhongke Wotu Fund and other institutions investigated our company on March 14th.
On March 15th, 2023 () announced that (), Zhongke Fertile Soil Fund, Shanghai Yinsheng Assets and Shenwan Lingxin Fund investigated our company on March 14th, 2023.
The details are as follows:
Q: Will the company’s coal reserves in Hebei gradually decrease?
A: Although coal is a non-renewable resource, the recoverable reserves of coal are affected by many factors such as mining technology. With the improvement of mining technology and equipment, the reserves that were previously restricted by mining conditions and could not be mined can now be mined. For example, Xijing in Xingtai Mine of the company is in a deep geological layer, and can now be mined because of the improvement of mining technology, thus improving the mining life of coal mines.
Q: The Group promised to inject high-quality assets into listed companies in the early stage. Should we accelerate it? What are the plans of the company in the future?
A: In the early stage, the Group promised to inject high-quality resources into listed companies in a timely manner. Now the Group is also stepping up the layout and accelerating the integration of superior resources, and will gradually inject them into listed companies when the conditions are ripe in the later stage. Adhering to the direction of "coal-based and diversified development", the company actively seeks coal resources outside Hebei Province, seeks new coal resources in coal-rich provinces, and accelerates the development of non-coal industries, such as glass fiber and PVC industries, and actively promotes transformation and upgrading.
Q: What new capacity does the company have in the near future?
A: In 2023, the nuclear production capacity of Inner Mongolia mining area will be 1.5 million tons (including 300,000 tons of Shengxin, which has been increased in 2022; Jiaxin Germany 900,000 tons, Jiadong 300,000 tons), Xingtai Mine Xijing 600,000 tons of production capacity, is expected to be put into production in the second half of 2023. Except for the impact of new production capacity, the company’s coal product structure in 2023 remained basically stable.
Q: How does the company predict the trend of coal prices in 2023?
A: In 2023, the coal market supply will continue to improve, and the coal production capacity will continue to increase. At the same time, with the increase of imported coal, the speed of supply release is expected to continue to strengthen. On the demand side, the coal market still has rigid support, and factors such as macroeconomic warming will affect the trend of coal prices.
Q: What is the company’s coking coal pricing mechanism?
A: The coking coal of the company is mainly used for cleaning coal sales. The company signs coal sales contracts with users in a unified way, and the cleaning coal association is divided into quarterly and monthly long-term associations, which are basically adjusted according to the principle of being close to the market and combining with similar coal types of other large coal enterprises. The long association of steel mills is mainly a quarterly long association, which adjusts the price quarterly; Coking long association is the main monthly long association, and the price is adjusted monthly; Part of the clean coal is subject to the mode of long-term agreed quantity and market pricing, and the price goes with the market; Non-long concord market prices go with the market.
Injected coal and sintered coal are supplied to key steel mills to follow the anthracite association to adopt monthly pricing, and the customer prices of non-key steel mills go with the market.
Q: Is the 400,000-ton PVC project of Julong Chemical Company profitable at present, and what is its future prospect?
A: Julong Chemical is currently in a loss state. The 400,000-ton PVC project is currently in the joint trial production stage. It is planned to start production in May 2023. It is expected that the loss will be reduced after the 400,000-ton PVC project is put into production and put into production. With the construction and operation of the 400,000-ton special ethylene terminal for PVC, it can provide raw material ethylene loading and unloading services, which is helpful to improve the profitability of PVC projects.
Q: What is the current situation of the company’s glass fiber industry? What are your plans for the future?
A: At present, the price of glass fiber is at a low level, and its profitability is affected. The company will adjust and optimize its product structure, and actively explore domestic and international markets to enhance the profitability of glass fiber products.
Q: Will the company’s cost increase in the first half of this year?
A: With the rising commodity prices and electricity prices, the company is facing the pressure of increasing costs, but the company continues to carry out measures such as reducing costs and increasing efficiency, upgrading quality and increasing capital, reducing staff and improving efficiency, optimizing process and upgrading equipment, and strives to control costs at a reasonable level.
Q: What is the interest-bearing debt ratio of the company?
A: The company’s interest-bearing debt ratio is at a reasonable level.
Q: What is the company’s dividend policy this year?
A: The company’s dividend this year will be reviewed and approved by the shareholders’ meeting after the annual report is disclosed. Based on the principle of shareholders’ contribution, the board of directors will formulate a dividend plan according to the operating performance and the company’s financial situation.
Q: What are the reserves and current progress of the company’s Baijian Iron Mine?
Answer: Baijian Iron Mine has an iron ore resource of 104,427,000 tons, with an exploration right area of 2.58 square kilometers, which overlaps with the vertical projection range of Zhangcun Mine’s mining right, and the reserve scale is medium. On January 16th, 2023, according to the requirements of Hebei Provincial Department of Natural Resources, the occupation fee of exploration right of Baijian Iron Mine was paid, and the exploration certificate of Baijian Iron Mine has been obtained. The project approval and exploration-to-mining work have started, and the tender documents for the project application report, development and utilization plan, environmental protection and land reclamation plan and environmental impact assessment report are being prepared.
Jizhong Energy’s main business: coal, chemicals, electricity and building materials.
Jizhong Energy’s third quarterly report in 2022 showed that the company’s main income was 29.05 billion yuan, up 32.17% year-on-year; The net profit of returning to the mother was 3.985 billion yuan, up 191.52% year-on-year; Deducting non-net profit was 4.01 billion yuan, up 263.36% year-on-year; In the third quarter of 2022, the company’s main revenue in a single quarter was 9.063 billion yuan, up 0.57% year-on-year; The net profit returned to the mother in a single quarter was 1.414 billion yuan, up 99.88% year-on-year; Non-net profit deducted in a single quarter was 1.403 billion yuan, up 130.23% year-on-year; The debt ratio is 50.26%, the investment income is 82.2735 million yuan, the financial expenses are 383 million yuan, and the gross profit margin is 32.52%.
The unit has no institutional rating in the last 90 days. The data of margin financing and securities lending show that the stock’s net financing inflow in the past three months is 23.9029 million, and the financing balance has increased; The net outflow of securities lending was 4.2078 million, and the balance of securities lending decreased. According to the financial report data in recent five years, the Securities Star valuation analysis tool shows that the moat of competitiveness in Jizhong energy industry is good, the profitability is average, and the revenue growth is poor. There may be hidden troubles in finance, and the financial indicators that should be focused on include: interest-bearing asset-liability ratio, accounts receivable/profit rate. The stock has a good company index of 2.5 stars, a good price index of 4 stars and a comprehensive index of 3 stars. (The index is for reference only, and the index range is 0~5 stars, with a maximum of 5 stars)
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Daheng Technology: Selling 1.7% of the shares held by Puni Test.
() On the evening of March 15th, it was announced that the shares held by () were sold through centralized bidding in the secondary market, and the number of shares sold was 4,882,500, accounting for 1.7% of its total share capital. The average transaction price was 3.666 yuan/share, and the total transaction amount was 179 million yuan. After this sale, the company no longer holds the shares tested by Puni.
The total installed capacity of the gravity energy storage project that China Tanya plans to land in Urad Zhongqi is not less than 2GWh.
China Tanya announced that the company recently reached a strategic cooperation around the gravity energy storage project and signed the Strategic Cooperation Agreement with the People’s Government of Urad Zhongqi, Inner Mongolia Autonomous Region through friendly consultations.
The company plans to land gravity energy storage project in Urad Zhongqi to serve the construction of new energy base in Urad Zhongqi, as well as mine management and ecological restoration. The total installed capacity of the project is not less than 2GWh, of which the first phase is 100MWh, and the second and third phases are 1GWh respectively. At the same time, invest and develop the equipment manufacturing industry related to gravity energy storage locally.
According to the announcement, the signing of this agreement fully shows that the advanced nature of gravity energy storage technology has been further recognized and agreed by the market and users, which is conducive to promoting the company to systematically build a new energy industry development ecology.
The controlling shareholders of International Medical and their concerted actions reduced their holdings by 1.85%.
() Announcement: Recently, the company received a Notice from Shaanxi Century Xinyuan Commercial Management Co., Ltd. ("Century Xinyuan"), the controlling shareholder of the company, and its concerted action () Group Co., Ltd. ("Shenhua Holdings") on the reduction of shares. From March 7 to March 8, 2023, Century Xinyuan and its concerted action Shenhua Holdings reduced their shares by 42 million shares, accounting for 185% of the company’s total share capital.
Daheng Technology sold 4,882,500 shares held by Puni Test and no longer held its shares.
Daheng Technology announced that in order to optimize the company’s asset structure, improve asset liquidity and use efficiency, and meet the company’s capital needs for future development, the company sold its shares of Puni Test Group Co., Ltd. (hereinafter referred to as "Puni Test") through centralized bidding in the secondary market from February 16 to March 15, 2023, with a total of 4,882,500 shares sold, accounting for 1.7% of its total share capital. The average transaction price was 36.66 yuan/share, and the total transaction amount was 179 million yuan. After this sale, the company no longer holds the shares tested by Puni.
Jin Litai: The director resigned.
The financial sector announced on March 15th that Mr. Jing Zongfa resigned as a director of the eighth board of directors and a member of the strategy committee of the board of directors for personal reasons, and he will no longer hold any position in the company after his resignation.
Shenzhen Stock Exchange: AVIC’s shares have been terminated since March 17th.
The Shenzhen Stock Exchange issued an announcement, and (1) the share swap and merger (2) was approved by the CSRC. After the completion of this share swap and merger, the legal person qualification of AVIC will be cancelled. AVIC submitted an application to Shenzhen Stock Exchange for termination of listing. The application for the termination of listing of the above-mentioned stocks has been reviewed and approved by the Listing Audit Committee of Shenzhen Stock Exchange. Shenzhen Stock Exchange decided to terminate the listing of AVIC Electromechanical Stock from March 17, 2023.
Bear Electric has spent a total of 80,117,900 yuan to repurchase 1.03% of the shares.
() Announcement, the company’s repurchase plan has been implemented, and the actual implementation time interval is from April 12, 2022 to October 10, 2022. The company repurchased 1.603 million shares by centralized bidding, accounting for 1.0275% of the company’s total share capital as of March 14, 2023. The highest transaction price was 51.97 yuan/share, the lowest transaction price was 43.10 yuan/share, and the total transaction amount was 80.1179 million yuan (excluding transaction costs).
Baina’s 4.2722 million restricted shares will be listed and circulated on March 21st.
() Announced, the company recently received written entrustment confirmation materials from shareholder hujie to apply for lifting the ban on shares. Upon examination and confirmation by the company, the shareholders who applied for lifting the restricted shares this time met the conditions for lifting the ban on restricted shares. The number of shares released this time is 4,972,200 shares, accounting for 0.5344% of the company’s current total share capital; The actual number of shares available for listing and circulation is 4,272,200, accounting for 0.4592% of the company’s current total share capital, and the listing and circulation date is March 21, 2023.
The human ALDH2 gene test kit of Cape Bio-subsidiary has obtained the medical device registration certificate.
Kaipu Bio announced that Guangzhou Kaipu Pharmaceutical Technology Co., Ltd., a wholly-owned subsidiary of the company, recently obtained the People’s Republic of China (PRC) Medical Device Registration Certificate (in vitro diagnostic reagent) issued by National Medical Products Administration. The product name is human ALDH2 gene detection kit (fluorescence PCR melting curve method), which is used to qualitatively detect the polymorphism of ALDH2 gene c.1510G>A site (ALDH2*2) in human whole blood samples in vitro.
The acquisition of the above-mentioned product registration certificate meets the needs of market diversification, further enriches the company’s product categories, enhances the company’s core competitiveness, and is conducive to the company’s big goal of "leading enterprise in nucleic acid molecular diagnosis", which is in line with the company’s strategic plan of "Nucleic Acid 99". It will have a positive impact on the company’s future business development.
Yuanda Intelligent intends to sell 100% equity of Bolint, Peru for $403,000.
() Announcement, the company and its wholly-owned subsidiary Bolint Elevator (Singapore) Pte Ltd. intend to sell 100% equity of its subsidiary Bolint Elevator Peru Co., Ltd. (referred to as "Bolint Peru") through agreement transfer. YEONG HAG JO and JOSE MANUEL TAMASA TOTOKUMURA intend to purchase 100% equity in Bolint, Peru in cash at a transaction price of USD 403,000.
The business scope of the target company is: straight ladders, escalators, sidewalks, three-dimensional garages, mechanical and electrical products, wind turbines, curtain wall products, doors and windows products, and related accessories of the above products. At the same time, it is engaged in the installation, maintenance and import and export related operations of the above products.
It is worth noting that Bolint, Peru, accounts for $55,100 from the company and $856,000 from the company, totaling $911,100. After consultation between both parties, the company gave up the recovery of all the above money. In addition, the transferee is authorized to be the exclusive agent of the BLT brand held by the transferor in Peru and enjoy all the agent policies.
It is reported that the intention to transfer the equity of Bolint Peru this time is to further improve the efficiency and quality of the company’s operation, reduce management costs and risks, and promote the company’s sustained, healthy and rapid development.
ST Haitou elected Li Rui as the chairman.
() Announcement, the board of directors of the company elected Li Rui as the chairman of the ninth board of directors of the company, with the term of office from the date of deliberation and approval by the board of directors of the company to the date of expiration of the current board of directors.
Cape Bio: The subsidiary obtained the registration certificate of medical devices.
() On the evening of March 15th, it was announced that Guangzhou Kaipu Pharmaceutical Technology Co., Ltd., a wholly-owned subsidiary of the company, recently obtained the People’s Republic of China (PRC) Medical Device Registration Certificate (in vitro diagnostic reagent) issued by National Medical Products Administration, and the product name was ALDH2 gene detection kit (fluorescence PCR melting curve method).
A total of 2,573,100 shares of French information were repurchased to complete the repurchase.
() Announcement was issued. As of March 15th, the company has repurchased 2,573,100 shares of the company by centralized bidding through the special securities account, accounting for 0.69% of the company’s total share capital, with the highest transaction price of 24.37 yuan/share and the lowest transaction price of 11.20 yuan/share, with a total turnover of 38,996,600 yuan (excluding transaction costs). At this point, the company’s share repurchase period has expired and the repurchase plan has been implemented.
Guoneng Rixin invested 50 million yuan to set up its subsidiary Guoneng Tianjin Energy Development.
() Announced that based on strategic development planning and business development needs, the company invested 50 million yuan of its own funds to establish a wholly-owned subsidiary, Guoneng Rixin (Tianjin) Energy Development Co., Ltd. (hereinafter referred to as "Guoneng Tianjin Energy Development"). Recently, Guoneng Tianjin Energy Development has completed the registration formalities of the enterprise in industrial and commercial registration and obtained the Business License issued by the Market Supervision Administration of Tianjin Pilot Free Trade Zone.
This investment is based on the company’s long-term development strategy, combined with the needs of its own business development, after full market research and demonstration. In the future, Guoneng Tianjin Energy Development aims to find high-quality new energy assets (including but not limited to: scenery power station, energy storage, micro-grid, etc.) based on the technical advantages of listed companies in energy data management, smart power station, power transaction, etc., and contract the design, procurement, construction and operation of engineering construction projects in the whole process or in several stages according to the contract. By integrating the high-quality resources in the upstream and downstream of the industrial chain, the company will play a synergistic role, enhance its core business capabilities and further enhance its profitability.
Giant Network has spent a total of 300 million yuan to repurchase 34.1886 million shares.
() Announcement, the company’s share repurchase plan has expired, and the implementation of share repurchase has been completed. The actual repurchase time interval is from April 8, 2022 to March 7, 2023. The company repurchased 34,188,600 shares through centralized bidding, accounting for 1.7052% of the company’s current total share capital. The highest transaction price was 11.15 yuan/share, the lowest transaction price was 7.26 yuan/share, and the total transaction amount was 300 million yuan (excluding transaction costs).
Lei Dike: It is planned to transfer the investment fund share of 7 million yuan.
() On the evening of March 15th, it was announced that the company received the share of Liu Bing’s property in Ningbo Liyun Partnership of 7 million yuan (paid-in investment of 7 million yuan) through its own funds of 7 million yuan. Ningbo Liyun was established with a total scale of 30 million yuan. After the transfer of the partnership property share, the company became one of the limited partners of Ningbo Liyun. After the investment, the company’s contribution accounted for 23.34% of the total contribution of the partnership. Ningbo Liyun invests in automobile, new energy, new materials and other related industries through equity.
*ST Qixin’s major shareholders Xinyu Zhida Investment and Ye Jiahao were taken to issue warning letters.
() Announcement. Recently, Xinyu High-tech Zone Zhida Investment Co., Ltd. ("Xinyu Zhida Investment") and Ye Jiahao, shareholders holding more than 5% of our shares, received the "Decision on Taking Measures to Issue Warning Letters to Jiangxi Xinyu High-tech Zone Zhida Investment Co., Ltd. and Ye Jiahao" from Jiangxi Securities Regulatory Bureau of China Securities Regulatory Commission ("Jiangxi Securities Regulatory Bureau"), and Jiangxi Securities Regulatory Bureau decided to issue warning letters to Xinyu Zhida Investment and Ye Jiahao. The details are as follows:
Xinyu Zhida Investment and Ye Jiahao are shareholders holding more than 5% of the company’s shares. On September 8, 2021, the Intermediate People’s Court of Xinyu City, Jiangxi Province imposed a judicial freeze on your *ST Qixin shares, with a total of 26,843,300 frozen shares, accounting for 11.93% of Qixin’s total share capital. You didn’t notify the company in time and cooperate with it to fulfill its information disclosure obligations, and you didn’t fulfill the relevant information disclosure obligations until October 20, 2021, which violated the relevant provisions of Article 39 of the Measures for the Administration of Information Disclosure of Listed Companies (Order No.182 of the CSRC).
In addition, on April 1, 2022, the company disclosed the Announcement on Receiving the Notice of Filing a Case from China Securities Regulatory Commission, and the company was filed for investigation by China Securities Regulatory Commission because of the alleged violation of information disclosure. As of now, the investigation has not yet ended. Due to overdue default in margin trading, from April 29, 2022 to November 11, 2022, Xinyu Zhida Investment was forced to liquidate its *ST Qixin stock held through the credit account of Northeast Securities Co., Ltd. By November 11th, 2022, Xinyu Zhida Investment had been forced to liquidate and reduce its holdings of *ST Qixin shares by 6,741,600 shares, accounting for 29,963% of the total share capital of *ST Qixin, with a turnover of 42,888,500 yuan. The above-mentioned reduction of Xinyu Zhida Investment occurred during the investigation of *ST Qixin, which violated the relevant provisions of Article 6 of Several Provisions on Shareholder and Dong Jiangao’s Reduction of Shares of Listed Companies (CSRC Announcement (2017) No.9).
Weiguang Bio: On March 1st, it was investigated by institutions, and many institutions including Huitianfu Fund and Yituo Rongyang Asset Management participated.
On March 15th, 2023 (), it was announced that the company was investigated by institutions on March 1st, 2023, including Huitianfu Fund, Tuo Tuo Rongyang Asset Management Fund, Tibet Cultural Storage Fund, Shenzhen Merchants Huihe Equity Investment, Caixin Auspicious Life Insurance, former Haideyun Assets, Shenzhen Mutual Fund, Red Cat Assets, Nuoquan Investment, China Europe Fund, Huatai Assets, Xingzheng Global Fund and Nanyue Fund.
The details are as follows:
Q: How is the construction of "Intelligent Factory for Blood Products" in your company’s increased fundraising project?
A: The construction content of this project is mainly to build a modern intelligent blood product factory, build a high-standard GMP production workshop, and introduce advanced process equipment, intelligent software, sewage treatment, fire protection, environmental protection and other supporting facilities. After the completion of this project, the company’s production capacity is expected to reach twice the current production capacity. At present, the preparatory work for the preparation is basically completed.
Q: What is the competitive situation among companies in the blood products industry in striving for the establishment of a new pulp station?
A: China has strict policies and regulations on the establishment of new pulp stations for blood products production enterprises. At present, there are less than 10 enterprises in China with the qualification to set up new pulp stations, and the company is one of them. Because the scale of pulp collection largely determines the income scale of enterprises, all blood products enterprises are actively seeking to open up new pulp stations. The company mainly adopts market-oriented way to obtain new pulp station, and the effect is obvious at present. Tapping the potential of existing pulp stations is also the main feasible way to increase pulp production. Weiguang is one of the enterprises with high operating efficiency in domestic pulp stations.
Q: How does the implementation of centralized purchasing policy in Guangdong Province affect your company?
A: The company’s main products are blood products. At present, the centralized purchasing policy in Guangdong Province has little impact on the company’s performance.
Q: After albumin and static C are included in the medical insurance list, will there be a big room for growth in the hospital market?
A: Human albumin and intravenous immunoglobulin are included in the medical insurance list, and there are clear requirements for clinical use. At present, the hospital market has not changed much overall.
Q: How exactly does the company carry out technology export?
A: The company has signed a cooperation agreement with relevant government agencies in Belarus to export the production license and technology of human albumin and intravenous immunoglobulin (pH4), becoming the first enterprise in China to realize the technology export of blood products. This foreign technology export is an important step for the company to respond to the national strategy, lay out countries along the Belt and Road, and further promote the internationalization of the company’s products, which is of great significance to the realization of the company’s strategic objectives. In the future, the company will continue to take technology export as a "sharp knife", actively carry out cooperation in related fields along the Belt and Road, continue to promote product exports, and gradually expand brand influence.
Q: What is the company’s business development plan?
A: By adhering to the principles of technology-driven product research and development, life-cycle quality management, tapping the potential inside and outside, reducing costs and increasing efficiency, the company will strengthen and improve the cornerstone business of blood products. On the one hand, the clinical application scope of human albumin and intravenous human immunoglobulin (pH4) has been continuously expanded by increasing academic promotion, and important end customers such as big and third-class hospitals have been deeply cultivated to actively explore the market of small products such as coagulation factors; On the other hand, we focus on the advanced fields and frontier breakthroughs of global biotechnology, actively seek new strategic tracks and expand existing business boundaries.
Q: How does the emergence of recombinant human coagulation factor affect the company’s coagulation factor products?
A: Recombinant human coagulation factor VIII and blood-derived coagulation factor VIII can be used to treat hemophilia A with coagulation factor VIII (F VIII) deficiency. At present, the drug demand of hemophilia patients in China has not been effectively met, and there is still a big gap in the market of coagulation factor products. At present, the recombinant product, as a supplement to the shortage of human coagulation factor products, can not replace human coagulation factor products, so it has little impact on the company’s related products.
Weiguang Bio’s main business: engaged in research and development, production and sales of biological products.
The third quarterly report of Weiguang Bio 2022 shows that the company’s main income is 411 million yuan, down 33.29% year-on-year; The net profit of returning to the mother was 72.7699 million yuan, a year-on-year decrease of 47.14%; Deducting non-net profit was 67.3212 million yuan, a year-on-year decrease of 48.81%; In the third quarter of 2022, the company’s main revenue in a single quarter was 180 million yuan, down 36.08% year-on-year; The net profit returned to the mother in a single quarter was 25.8833 million yuan, down 61.77% year-on-year; The non-net profit deducted in a single quarter was 24.4074 million yuan, a year-on-year decrease of 62.79%; The debt ratio is 26.02%, the financial expenses are-1,486,400 yuan, and the gross profit margin is 40.81%.
In the last 90 days, the stock has a rating given by one institution and a buy rating.
The following is the detailed profit forecast information:
According to the financial report data in the past five years, the Securities Star valuation analysis tool shows that the moat of competitiveness in Weiguang Bio-industry is average, with average profitability and poor revenue growth. Finance is relatively healthy, and the financial indicators that should be paid attention to include: accounts receivable/profit rate. The stock has a good company index of 2.5 stars, a good price index of 2.5 stars and a comprehensive index of 2.5 stars. (The index is for reference only, and the index range is 0~5 stars, with a maximum of 5 stars)
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Lei Dike plans to receive a 23.34% share of a venture capital fund to invest in automobile new energy and other related industries.
Lei Dike announced that on March 14th, 2023, the company signed relevant agreements with the partners of Ningbo Liyun Venture Capital Partnership (Limited Partnership) ("Ningbo Liyun" or "Investment Fund"), and the company received the share of Ningbo Liyun Partnership property of 7 million yuan (paid-in investment of 7 million yuan) held by Liu Bing through its own funds. Ningbo Liyun was established with a total scale of 30 million yuan. After the transfer of the partnership property share, the company became one of the limited partners of Ningbo Liyun. After the investment, the company’s contribution accounted for 23.34% of the total contribution of the partnership. The investment field of the industrial fund is to invest in related industries such as automobiles, new energy and new materials through equity.
Jin Hyundai hired Lu Xiaoting as Chief Financial Officer.
() Announcement, the board of directors of the company recently received a written resignation report submitted by Mr. Zhang Xueshun, the company’s chief financial officer. For personal reasons, Mr. Zhang Xueshun applied to resign as the company’s chief financial officer and will not hold any other positions in the company after his resignation.
Nominated by the general manager of the company and reviewed by the Nomination Committee of the Board of Directors, the company held the 14th meeting of the third board of directors on March 15th, 2023, and deliberated and passed the Proposal on Appointing the Company’s Chief Financial Officer. The board of directors agreed to appoint Mr. Lu Xiaoting as the Company’s Chief Financial Officer, with the term of office from the date of deliberation and approval by the board of directors to the date of expiration of the term of the third board of directors.
Zheshang Securities and soochow securities failed to successfully compete for 3.471 billion shares of Minsheng Securities.
According to the announcement issued by Jinan Intermediate People’s Court on the online judicial auction platform in JD.COM, a public auction of 3.471 billion shares of Minsheng Securities Co., Ltd. (hereinafter referred to as "Minsheng Securities") held by () Co., Ltd. will be held on the online judicial auction platform in JD.COM from 10: 00 on March 14, 2023 to 10: 00 on March 15, 2023 (except for the delay).
On March 15th, () and soochow securities successively announced that both companies participated in the auction from March 14th to March 15th. According to the bidding results of online auction, neither company successfully won 3.471 billion shares of Minsheng Securities. The results of this auction will not affect the normal operation and financial status of the two companies.
Zhao Gang, director of Wufang Optoelectronics, completed the reduction of 28,600 shares.
() Announcement. Recently, the company received the Letter of Notice on the Completion of the Implementation of the Share Reduction Plan issued by Mr. Zhao Gang, the director. As of the disclosure date of this announcement, Mr. Zhao Gang’s share reduction plan has been implemented, with a total reduction of 28,600 shares, accounting for 0.0097% of the company’s total share capital.
The actual controller of Hailu Heavy Industry was fined for signing an agreement on the transfer of control rights without informing the company.
On March 15th, Hailu Heavy Industry announced that the controlling shareholder and actual controller had received the Notice of Administrative Punishment in advance.
According to the announcement, Mr. Xu Yuansheng, the controlling shareholder and actual controller of Suzhou Hailu Heavy Industry Co., Ltd. (hereinafter referred to as "the company"), received the Notice of Filing a Case (No.:CSRC Filing Word No.0102022022) issued by China Securities Regulatory Commission (hereinafter referred to as "China Securities Regulatory Commission") on December 29, 2022. According to the People’s Republic of China (PRC) Securities Law,
The following is the main content of the advance notice of administrative punishment.
Xu Yuansheng:
Your suspected information disclosure violation case has been investigated by our bureau, and our bureau intends to impose administrative punishment on you according to law. Now we will inform you of the illegal facts, reasons, basis and related rights that we intend to impose administrative punishment on you.
It is found that the facts that you are suspected of breaking the law are as follows:
On July 6, 2016, as the controlling shareholder and actual controller of Hailu Heavy Industry Co., Ltd. (hereinafter referred to as Hailu Heavy Industry or the company), you signed the Investment Cooperation Framework Agreement with Li on the transfer of company control rights, which stipulated the transfer of company shares and control rights, related assets reorganization and other matters. From August 2016 to May 2018, you and Li signed three supplementary agreements on the transfer of control rights of the company. After the signing of the above four agreements, you failed to inform the company in time, which led to the company’s failure to disclose major events related to the transfer of company control rights in accordance with the regulations and to fulfill its information disclosure obligations in time.
The above-mentioned illegal facts are proved by relevant contract materials, transcripts of relevant personnel’s inquiries, company information and other evidence.
We believe that according to the provisions of Paragraph 3 of Article 35 and Paragraph 1 of Article 46 of the Administrative Measures for Information Disclosure of Listed Companies (Order No.40 of the CSRC, hereinafter referred to as the "Measures for Information Disclosure"), the controlling shareholder and actual controller of a listed company should promptly, accurately and actively inform the listed company or the board of directors of the company whether there is any planned equity transfer, asset reorganization or other major events, and cooperate with the listed company to fulfill its information disclosure obligations. Xu Yuansheng failed to inform the company of the agreement he signed on the transfer of control rights of the company in time, which led to the company’s failure to disclose relevant information in time, which violated the above provisions of the Measures for Credit Coverage. According to the second paragraph of Article 18 of the Rules for Determining Administrative Responsibility for Illegal Information Disclosure (Announcement No.11 [2011] of the CSRC), Xu Yuansheng’s behavior constitutes the illegal situation mentioned in the third paragraph of Article 193 of the Securities Law of People’s Republic of China (PRC) (hereinafter referred to as the 2005 Securities Law) revised in 2005.
According to the facts, nature, circumstances and social harm of the illegal acts of the parties concerned, and according to the provisions of the third paragraph of Article 193 of the Securities Law of 2005, our bureau intends to decide to give Xu Yuansheng a warning and impose a fine of 600,000 yuan.
According to Articles 45, 63 and 64 of the Administrative Punishment Law of the People’s Republic of China and the Rules for Hearing Administrative Punishment of China Securities Regulatory Commission (Order No.11 of the CSRC), you have the right to state, defend and request a hearing on the administrative punishment that our bureau intends to impose on you. The facts, reasons and evidence you put forward will be adopted by our bureau if they are established after review. If you give up the relevant rights, our bureau will make a formal administrative punishment decision according to the above facts, reasons and basis.
Luo Hong, the major shareholder of Wufang Optoelectronics, has reduced his shareholding by 1.45%.
Wufang Optoelectronics issued an announcement. Recently, the company received the "Notice Letter on the Implementation Progress of the Share Reduction Plan and the Change of the Shareholding Ratio by More than 1%" issued by Mr. Luo Hong, a shareholder who holds more than 5% of the shares. As of the disclosure date of this announcement, Mr. Luo Hong reduced the company’s shares by a total of 4,266,700 shares, accounting for 1.45% of the company’s total share capital, and his share reduction plan has been reduced by more than half.
(): Received a letter from Wuda District Ministry of Industry and Information Technology "Reminder Letter on Accelerating the Elimination and Shutdown of Coking Enterprises".
On March 15th, the financial sector reported that Haixin Nengke announced that it had received the Reminder Letter on Accelerating the Elimination and Shutdown of Coking Enterprises from the Ministry of Industry and Information Technology of Uda District, requiring the company to formulate and report the specific shutdown and exit plan, employee resettlement plan, risk management and emergency plan and other supporting plans before March 20th, so as to specify the specific shutdown and demolition dates and ensure that the shutdown and exit of coking capacity can be completed according to the time node. The company has not yet been informed of the contents of the supporting schemes such as withdrawal compensation measures and employee placement in the Implementation Plan, and the specific scheme fed back to Uda District must comply with the relevant procedures of state-owned assets and listed companies. It is estimated that the company cannot feed back the specific scheme to Uda District before March 31, 2023.
Haixinengke: It is estimated that it will not be possible to feed back the shutdown and exit plan of coking enterprises to Uda District before the end of March.
Haixin Nengke announced on the evening of March 15th that on March 14th, the US Coking Company, a holding subsidiary of the company, received a letter from the Wuda District Industrial and Information Technology Bureau "Reminder Letter on Accelerating the Elimination and Shutdown of Coking Enterprises", requiring the company to formulate and report specific shutdown and exit plans and other supporting plans before March 20th. Up to now, the company has not received two documents, namely, Implementation Plan for Orderly Shutdown and Elimination of Coking Industry in Wuhai City in 2022-2024 (Trial) and Implementation Plan for Orderly Shutdown and Elimination of Coking Enterprises in Uda District in 2022-2023 (Trial) (hereinafter referred to as "Implementation Plan"), and still does not know the contents of the documents. The company expects that it will not be able to feed back the specific plan to Uda District before March 31st. At present, the relevant matters have not affected the production and operation of the US coking and its upstream and downstream enterprises, and the US coking and its upstream and downstream enterprises are carrying out production and operation activities according to the established plan.
*ST Kehua: The quality control product of human immunodeficiency virus antigen and antibody obtained the medical device registration certificate.
*ST Kehua announced on the evening of March 15th that the company had received the Medical Device Registration Certificate (in vitro diagnostic reagent) issued by National Medical Products Administration for the quality control of human immunodeficiency virus antigen and antibody. This product is used in conjunction with the company’s HIV Ag/Ab detection kit (chemiluminescence method) to control the quality of HIV Ag/AB detection items.
Jiawei Xinneng grants reserved stock options and restricted stock to the incentive object.
() Announced that the granting conditions stipulated in the Company’s "Draft Stock Option and Restricted Stock Incentive Plan 2022" have been achieved, and the Board of Directors agreed to grant 2.16 million reserved stock options to 60 eligible incentive targets on March 15, 2023 as the authorization date/grant date of the incentive plan, with the exercise price of 6.90 yuan/share; 720,000 reserved restricted shares were awarded to 60 eligible incentive targets at a price of 3.45 yuan/share.
Keda Chuangchuang terminated the fixed stock increase in 2022.
() Announcement, the company decided to terminate the issue of shares to specific objects in 2022, and applied to Shenzhen Stock Exchange to withdraw the relevant application documents. In the future, the company will take the opportunity to restart the refinancing in combination with the regulatory policies, the company’s business development and capital requirements.
Common Pharmaceutical granted 649,500 restricted shares to 39 incentive targets.
() Announced that the conditions for granting restricted shares for the first time stipulated in Hubei Common Pharmaceutical Co., Ltd. 2023 Restricted Stock Incentive Plan (Draft) have been achieved, and the first award date of this incentive plan was determined to be March 14, 2023, and 649,500 restricted shares were awarded to 39 incentive objects meeting the award conditions at the grant price of 14.67 yuan/share.
China General Nuclear Power Co., Ltd. announced that it plans to allocate 0.87 yuan to 10 parties in 2022.
() The announcement was made on March 16th, and the contents of the company’s annual equity distribution plan for 2022 are as follows: based on the total share capital of 39,334,986,100 shares, a cash dividend of 0.87 yuan will be distributed to all shareholders for every 10 shares, and a total cash dividend of 3.422 billion yuan will be distributed, accounting for 34.34% of the net profit attributable to the mother in the same period. No bonus shares will be distributed, and no capital reserve will be converted into share capital.
According to the 2022 annual performance report released by China General Nuclear Power, the company’s operating income was 82.822 billion yuan, a year-on-year increase of 2.66%; The net profit attributable to shareholders of listed companies was 9.965 billion yuan, a year-on-year increase of 2.06%; The basic earnings per share was 0.20 yuan, compared with 0.19 yuan in the same period last year.
The main business of China General Nuclear Power Co., Ltd. is to build, operate and manage nuclear power plants, sell the power generated by these nuclear power plants, and organize the design and scientific research of nuclear power plants. The company’s main product is electricity.
(Source: () iFinD)
Tianyuan Environmental Protection announced the 2022 annual rights distribution plan, and planned to send 10 0.5 yuan.
() The announcement was made on March 16th, and the contents of the company’s annual equity distribution plan for 2022 are as follows: based on the total share capital of 418,405,800 shares, a cash dividend of RMB 0.50 will be distributed to all shareholders for every 10 shares, and a total cash dividend of RMB 20,920,300 will be distributed, accounting for 10.35% of the net profit attributable to the mother in the same period. No bonus shares will be distributed, and no capital reserve will be converted into share capital.
According to the 2022 annual performance report released by Tianyuan Environmental Protection, the company’s operating income was 1.272 billion yuan, a year-on-year increase of 67.41%; The net profit attributable to shareholders of listed companies was 202 million yuan, a year-on-year increase of 26.18%; The basic earnings per share was 0.49 yuan, compared with 0.52 yuan in the same period last year.
Wuhan Tianyuan Environmental Protection Co., Ltd. covers the management and service of water environment, the comprehensive disposal and recycling of solid waste, the development and utilization of environmental protection energy, and the manufacture and sales of high-end environmental protection equipment. The company adopts BOT, PPP, EPC, TOT, PC, F+EPC, production and sales of environmental protection equipment, and operation management of environmental protection projects to provide customers with integrated solutions for process design, project investment, engineering construction, equipment supply, installation and commissioning and third-party services. Tianyuan environmental protection is a national high-tech enterprise, a national "little giant" enterprise specializing in special innovation, and has obtained 77 patents for independent innovation and research and development; Jointly set up a key research project team with Huazhong University of Science and Technology, and jointly set up a master workstation with Wuhan University of Science and Technology. The company has the qualifications of professional contracting of environmental protection engineering, comprehensive management of water pollution environment, solid waste treatment and disposal, operation and service of centralized sewage treatment facilities in cities and towns, and operation and service of domestic waste treatment facilities.
(Source: Straight Flush iFinD)
Yidao Information: On March 14th, it was investigated by institutions, with the participation of CICC, Baoying Fund and other institutions.
On March 15th, 2023 (), it was announced that the company was investigated by institutions on March 14th, 2023. () Li Chengning, Baoying Fund Wang Haorong Zhineng, southern fund Zhu Yuyang, Penghua Fund Chen Kairui, Bosera Fund Fu Changquan, Oriental Alpha Fund Liang Shaowen, Dacheng Fund Direction and Wangzheng Asset Management Kuang Bin participated.
The details are as follows:
Q: What are the characteristics of the company’s business model?
A: (1)ODM mode. The company is an ODM model enterprise with R&D as the core. At present, the R&D staff of the company is nearly twice as many as the sales staff. We think that the ODM model is a good business model and plays a connecting role in the industrial chain. ODM undertakes new technologies, core components and suppliers. Important industry partners can bring many new technology trends and new market opportunities. Their energy and experience are not enough to make their core products into various consumer products, but this is an advantage and opportunity for our company. Under the ODM model, a large number of system integrators, brands and terminal companies should be connected, and new technology trends can be contacted and used at the first time. We can transform it into the final product through our own research and development capabilities, and quickly deliver the product to the final consumers through our global channels.
(2) Light asset model, the products developed by the company form an open platform, and the general technology has a high degree of reuse, which can provide services to multiple customers. The company attaches great importance to technology research and development, and the proportion of R&D engineers is 40%-50%. In addition, there are many supporting manufacturing, quality and supply chain engineers, and the core technology of manufacturing is in hand. Partners only need to provide venues, production lines and workers, saving the company’s cost and energy in the factory. (3) Flexibility, including manufacturing and research and development.
We will continue to be optimistic about ODM opportunities in the future. The focus behind the company is to expand business volume and increase business scale. The company is in the field of R/VR
ODM has been in existence for eight years, with a certain accumulation of customers, technology and team. The company also plans to build an artificial intelligence research institute, combine artificial intelligence with interactive products, and expand the research on spatial perception and modeling, which not only provides equipment but also software algorithms and provides the whole system solution.
Q: What is the profit model?
A: At present, the company’s profit point is mainly the added value brought by R&D. Put new technology into the product definition and realize it, flexibly respond to customer needs and realize it quickly. Many Internet companies are defining hardware products, and companies can adapt to the response quickly by virtue of technology accumulation and R&D advantages. Brand, algorithm, system operation and maintenance are also the key development directions of future profit points.
Q: Are the orders for outsourcing factories continuous? He outsourcing factory Guan
A: Generally speaking, we will avoid long-term interruptions and hope to maintain continuous cooperation. For the company, the outsourcing factory resources are not scarce, nor is it a binding relationship. The biggest cooperation will of the outsourcing factory comes from the brand, and there are enough engineers. In addition to the order, the company also needs professional engineers and technicians to guide and manage. It is rare for the company to have a large order at the factory end and put the company’s business back. If the outsourcing factory needs to introduce new industries and customers, it will take some time, so we can know the situation early and have flexible response time. The outsourcing factories selected by the company often regard us as the head customers.
Q: In the face of the new market situation, what is the business layout of the company?
A: At present, emerging markets have great development prospects. For the company, localization and domestic substitution will be an important direction, and the R&D investment of VR/R will also increase. At the same time, it will also focus on the pan-intelligent terminal. We believe that with the deepening of intelligent life, the imagination of pan-intelligent terminals is great, and the company will be involved in intelligent education, intelligent office and great health direction. It is worth mentioning that in intelligent scenes such as education and health, the company has already applied certain technologies.
Q: What is the company’s business plan for localization?
A: There was a certain shipment of localization last year, and this year we are optimistic about this direction. Last year, we broke through many core customers. This year, we may start to sink from the government side to the industry side, and there will be opportunities for rapid volume increase in the future. In the fourth quarter of last year, some customers were already shipping, and the application of the industry has just begun. The industry demand is worth looking forward to this year. The company’s advantage lies in products and research and development. The company will support brand customers at the product end, and the profit will be higher. The gross profit margin of consumer products may be higher than we expected, but the future sustainability is hard to say.
Q: The consumer electronics industry is a cyclical industry. Will there be some differences in the company’s investment in the off-peak season?
A: The cyclical difference in investment is not obvious to the company. The company is a light asset model, focusing on the improvement of research and development capabilities. The company’s research and development is continuous and does not have obvious cycle differences.
Q: What’s the company’s view on the future changes in industry demand?
A: From the demand side, the market has certain confidence in the overall recovery of the consumer electronics industry in the third quarter. At the same time, the company’s multi-directional layout of products forms an advantage of itself, such as consumer electronics and three-proof products, which have different sensitivities to industry needs; And we will increase R&D investment in new directions such as pan-intelligent terminal, localization and VR/R, and constantly improve our business system.
Yidao Information’s main business: research and development, design, production and sales of electronic devices such as notebook computers, tablet computers and other intelligent hardware.
According to the third quarterly report of Yidao Information 2022, the company’s main income is 2.129 billion yuan, the net profit attributable to the mother is 171 million yuan, the non-net profit is 151 million yuan, the debt ratio is 48.04%, the financial expenses are-29.8725 million yuan and the gross profit margin is 19.8%.
The unit has no institutional rating in the last 90 days. According to the financial report data in the past five years, the Securities Star valuation analysis tool shows that the moat of competitiveness in the information industry is general, with excellent profitability and excellent revenue growth. Finance is relatively healthy, and the financial indicators that should be paid attention to include: accounts receivable/profit rate. The stock has a good company index of 4.5 stars, a good price index of 2 stars and a comprehensive index of 3 stars. (The index is for reference only, and the index range is 0~5 stars, with a maximum of 5 stars)
The above contents are compiled by Securities Star according to public information, and have nothing to do with the position of this website. Securities Star strives for but does not guarantee the accuracy, completeness, effectiveness and timeliness of all or part of this information (including but not limited to text, video, audio, data and charts). Please contact us if you have any questions. This article is for data collation, and does not constitute any investment advice for you. Investment is risky, so please make a careful decision.
(): Minsheng Securities Co., Ltd., Huaxia Fund Management Co., Ltd. and other institutions investigated our company on March 14th.
On March 15th, 2023, Panlong Pharmaceutical announced that Minsheng Securities Co., Ltd. and Huaxia Fund Management Co., Ltd. investigated our company on March 14th, 2023.
The details are as follows:
Q: Is it possible for Panlong Qipian to enter the list of basic drugs in the future?
A: Panlong Qipian is an exclusive medical insurance category A product. In previous years, the company has begun to plan and lay out the evidence chain of upgrading products. There are several principles in the selection of national basic drugs. One is to give priority to adding basic drug varieties from the medical insurance category A catalogue; Secondly, in terms of effectiveness, the company has done a lot of research and published more than 140 research papers on Panlong Qipian. Under the evidence-based high-level research method, the company has carried out RCT research on Panlong Qipian. Thirdly, in terms of safety, the company relies on the Institute of Traditional Chinese Medicine of Chinese Academy of Traditional Chinese Medicine, and the team of Professor Lin Na, the chief researcher, carries out the pharmacological mechanism of Panlong Qipian, and also carries out systematic safety evaluation experiments; In addition, the company also carried out the research on the effective components of Panlong Qipian. At present, the evidence-based medicine level of Panlong Qipian has reached a high level, and it has entered four guides, two textbooks, two expert consensus and a clinical pathway interpretation, which have been listed as recommended drugs respectively, and it has been rated as a brand product on the list of China family-standing medicines for rheumatic bone diseases for four consecutive years. Therefore, based on the basic conditions for the access of basic drugs and the required research materials, the company has now completed the overall layout.
Q is transdermal drug delivery an expansion of the company’s existing varieties?
The R&D platform of high barrier transdermal drug delivery system is one of the strategic investment projects after careful investigation and approval by the board of directors. At present, the planned products include domestic listed generic drugs, domestic first-class imitations and second-class innovative drugs. The company increased investment in transdermal drug delivery products, which reflected the determination and confidence in the layout of high-end preparations and innovation. At present, the products planned for investment have synergy and scale benefits with the track and marketing channels of the company’s leading products, which are in line with the company’s strategic positioning of "building a leading brand of Chinese rheumatism and bone injury drugs" and form a product pipeline layout of "oral+external use", "in-hospital+out-of-hospital" and "traditional preparations+high-end preparations", which will add new sources of income for the company in the future.
Is there any change in marketing of Q Company this year?
Continue to maintain the continuity and stability of policies, vigorously develop blank markets, revitalize market resources, intensively cultivate and sink terminals, increase market investment in marketing networks and team building, and boost the all-round development of the company’s marketing work. First, take the construction of market network as the main line, strengthen the construction of sales team, and on the basis of consolidating the existing market, fully exert the marketing of the third terminal and grass-roots market. The second is to expand the promotion of academic brands and help the blank market to attract investment and the breakthrough growth of existing market sales. Third, in terms of product pipeline layout, the product pipeline is carefully divided, and the county business department is established to expand the county-level primary medical terminals specifically for the company’s existing five basic drug products. At the same time, the company has also formulated competitive incentive policies in combination with the current market competition pattern.
Q company’s late extension M&A plan?
Shaanxi Qin Long Yaokang Investment Partnership (Limited Partnership) (hereinafter referred to as "Qin Long Fund") jointly established by the Company and Shaanxi Guantian Capital Management Co., Ltd. has a total fund size of no more than 200 million yuan. More than 70% of the investment direction of Qin Long Fund mainly focuses on innovative projects in the pharmaceutical industry, including but not limited to innovative drugs and their industrial chains, innovative products or technologies in orthopedics, high-end medical devices, cellular immunotherapy and gene immunotherapy. The investment method is equity investment, and different investment forms can be adopted according to different investment objects, including but not limited to the establishment of special purpose carriers such as partnerships and companies by partnerships, and indirect investment through special purpose carriers such as partnerships and companies. At present, Qin Long Fund has preliminarily drawn up the list of projects to be invested, and the fund manager has also communicated and arranged the relevant investment work of the projects to be invested. The projects closely focus on the investment direction and scope of the fund at the time of its establishment, and we are also full of expectations for its subsequent industrial upgrading, integration and coordination with the company. At the same time, the company will look for good targets and use financing tools according to the development needs in the future to strengthen and expand the company’s scale and achieve high-quality development.
Panlong Pharmaceutical’s main business: GAP cultivation of medicinal materials, pharmaceutical production, research and development, sales and pharmaceutical logistics.
Panlong Pharmaceutical’s third quarterly report in 2022 showed that the company’s main income was 693 million yuan, up 11.37% year-on-year; The net profit of returning to the mother was 77.9688 million yuan, up 6.65% year-on-year; Deducting non-net profit was 79.0344 million yuan, up 6.14% year-on-year; In the third quarter of 2022, the company’s main revenue in a single quarter was 262 million yuan, up 18.69% year-on-year; The net profit returned to the mother in a single quarter was 33.0992 million yuan, up 7.86% year-on-year; The non-net profit deducted in a single quarter was 32,632,200 yuan, up 8.09% year-on-year; The debt ratio is 48.93%, the investment income is-117,800 yuan, the financial expenses are-1,833,600 yuan, and the gross profit margin is 58.14%.
The unit has no institutional rating in the last 90 days. According to the financial report data in recent five years, the Securities Star valuation analysis tool shows that the moat of competitiveness in Panlong pharmaceutical industry is average, with average profitability and good revenue growth. Finance is relatively healthy, and the financial indicators that should be paid attention to include: accounts receivable/profit rate. The stock has a good company index of 3 stars, a good price index of 2 stars and a comprehensive index of 2.5 stars. (The index is for reference only, and the index range is 0~5 stars, with a maximum of 5 stars)
The above contents are compiled by Securities Star according to public information, and have nothing to do with the position of this website. Securities Star strives for but does not guarantee the accuracy, completeness, effectiveness and timeliness of all or part of this information (including but not limited to text, video, audio, data and charts). Please contact us if you have any questions. This article is for data collation, and does not constitute any investment advice for you. Investment is risky, so please make a careful decision.
Liu Gong: In the first two months of this year, the net profit increased by 31.25% year-on-year, and the export of leading products increased greatly.
() It was announced on the evening of March 15th. According to preliminary accounting, in January and February of 2023, the company realized operating income of 4.26 billion yuan, up by 14.85% year-on-year, and the net profit attributable to shareholders of listed companies was 99.466 million yuan, up by 31.25% year-on-year. The main reason is that the company’s international business sales and income continue to grow, and the export of leading products excavators and loaders has increased significantly.
Liugong’s net profit from January to February was 99.4668 million yuan, a year-on-year increase of 31.25%.
Liu Gong announced that after preliminary accounting, in January and February of 2023, the company achieved operating income of 4.26 billion yuan, up 14.85% year-on-year, and the net profit attributable to shareholders of listed companies was 99.466 million yuan, up 31.25% year-on-year. The main reason is that the company’s international business sales and income continue to grow, and the export of leading products excavators and loaders has increased significantly.
Guangdong Electric Power A: Red Bay Power Generation Company plans to invest in the expansion project of Units 5 and 6 of Shanwei Power Plant Phase II.
Guangdong Electric Power A announced on the evening of March 15th that its holding subsidiary, Red Bay Power Generation Company, plans to invest in the expansion project of Units 5 and 6 (2×1000MW) of Shanwei Power Plant Phase II. The total dynamic investment is controlled within 7.864 billion yuan, the capital is set at 1.573 billion yuan according to 20% of the total dynamic investment, and the company needs to invest about 1.022 billion yuan according to the 65% equity ratio, which will be injected in batches according to the project construction progress and capital demand.
China Tanya plans to land gravity energy storage project in Inner Mongolia.
On the evening of March 15th, China Tanya announced that it had recently reached a strategic cooperation and signed a Strategic Cooperation Agreement with the People’s Government of Urad Zhongqi, Inner Mongolia Autonomous Region through friendly consultations.
According to the agreement, China Tanya plans to land a gravity energy storage project in Urad Zhongqi to serve the construction of new energy base, mine management and ecological restoration in Urad Zhongqi. The total installed capacity of the project is not less than 2GWh, of which the first phase is 100MWh, and the second and third phases are 1GWh respectively. At the same time, the company will invest and develop the equipment manufacturing industry related to gravity energy storage in the local area.
China Tanya said that the signing of this agreement fully shows that gravity energy storage technology has been further recognized and agreed by the market and users, which is conducive to promoting the company to systematically build a new energy industry development ecology, in line with the development direction of the company’s "environmental protection+new energy" dual-engine drive strategy, and will have a positive impact on the company’s new energy business development and business performance improvement in the future.
Hunan Yuneng: It is planned to sign a new Ferrous lithium phosphate product development agreement with Contemporary Amperex Technology Co., Limited.
() announced on the evening of March 15th that the company intends to sign the Development Agreement with (), and the company will design and develop new Ferrous lithium phosphate products and manufacture new Ferrous lithium phosphate products according to the demand of Contemporary Amperex Technology Co., Limited.
Hunan Yuneng: It is planned to sign a new Ferrous lithium phosphate product development agreement with Contemporary Amperex Technology Co., Limited.
Hunan Yuneng announced on the evening of March 15th that the company plans to sign the Development Agreement with Contemporary Amperex Technology Co., Limited, and the company will design and develop new Ferrous lithium phosphate products and manufacture new Ferrous lithium phosphate products according to the demand of Contemporary Amperex Technology Co., Limited.
The IPO price of future electric appliances is 29.99 yuan/share, and the subscription will be started on March 17th.
() Announcement was issued, and the company determined that the issue price was 29.99 yuan/share, and the cumulative bidding inquiry was no longer conducted for offline issuance. Investors should purchase online and offline at this price on March 17th, 2023 (T-day), and there is no need to pay subscription funds when purchasing. The subscription date of offline issuance and online subscription are both on March 17th, 2023 (T day), in which the offline subscription time is 9:30-15:00 and the online subscription time is 9:15-11:30 and 13:00-15:00.
Kerris IPO was priced at 63.78 yuan/share, and the subscription was started on March 17th.
() Announcement was issued, and the company determined that the issue price of this online offering was 63.78 yuan/share. According to this price, investors subscribed through the trading system of Shenzhen Stock Exchange on March 17, 2023 (T-day) by online subscription at market value. Online subscription time is 9:15-11:30 and 13:00-15:00, and there is no need to pay subscription funds when purchasing.
Hunan Yuneng: It is planned to sign a development agreement with Contemporary Amperex Technology Co., Limited.
On March 15th, Hunan Yuneng announced that it plans to sign the Development Agreement with Contemporary Amperex Technology Co., Limited, and the company will design and develop new Ferrous lithium phosphate products and manufacture new Ferrous lithium phosphate products according to the demand of Contemporary Amperex Technology Co., Limited.
Hunan Yuneng: It is planned to sign a development agreement with Contemporary Amperex Technology Co., Limited.
On March 15th, Hunan Yuneng announced that it plans to sign the Development Agreement with Contemporary Amperex Technology Co., Limited, and the company will design and develop new Ferrous lithium phosphate products and manufacture new Ferrous lithium phosphate products according to the demand of Contemporary Amperex Technology Co., Limited.
(): It is proposed to raise no more than 2 billion yuan for the "Beidou +5G" integrated R&D industrialization and other projects.
Haige Communication announced on the evening of March 15th that the total amount of funds raised by the company to issue shares to specific targets should not exceed 2 billion yuan. After deducting the issuance expenses, the net amount of funds raised will be used for the "Beidou +5G" integrated R&D industrialization project, the unmanned information industry base project and the Tian Shu R&D center construction and satellite Internet R&D project. The target of issuance is not more than 35 investors, including the company’s controlling shareholder Radio Group and its wholly-owned subsidiary Pingyun Investment.
Guangdong Electric Power A plans to participate in the expansion project of Units 5 and 6 of Shanwei Power Plant Phase II with 1.022 billion yuan.
Guangdong Electric Power A announced that the board of directors of the company agreed that Guangdong Honghaiwan Power Generation Co., Ltd. would invest in the expansion project of Units 5 and 6 of Shanwei Power Plant Phase II. The project is a 2×1000MW ultra-supercritical secondary reheat coal-fired generator set. The total dynamic investment is controlled within 7.864 billion yuan, and the capital is set at 1.573 billion yuan according to 20% of the total dynamic investment. The company needs to invest about 1.022 billion yuan according to the 65% equity ratio, with funds other than capital.
The project plans to adopt clean and efficient ultra-supercritical secondary reheat coal-fired generator sets, and the comprehensive energy consumption is at the advanced level in China, which is conducive to the company to help Guangdong Province build a clean, low-carbon, safe and efficient energy security system, and is of great significance to the company’s further optimization of power supply structure and future sustainable development.
Luxi Chemical: Shenzhen Stock Exchange plans to review the merger and acquisition of shares issued by the company in the near future.
() Announcement, the company intends to absorb and merge Luxi Group Co., Ltd. by issuing shares to all shareholders of Luxi Group Co., Ltd. After the company implements the pending matters of this merger and acquisition, the merger and acquisition review Committee of Shenzhen Stock Exchange intends to review the merger and acquisition of the company in the near future.
Bofei Electric: It is planned to invest in the construction project and headquarters project of new energy composite products with an annual output of 70,000 tons.
() Announced on the evening of March 15th, it is planned to sign the Investment Agreement for the Construction Project (Phase I) and Headquarters Project with an annual output of 70,000 tons of new energy composite products with Haining Economic Development Zone Management Committee, and set up a wholly-owned subsidiary (tentatively named "Zhejiang Bofei Photovoltaic New Materials Co., Ltd.") to implement the investment, construction and operation of the project as stipulated in the agreement, with a total investment of not less than 1 billion yuan.
Bofei Electric: It is planned to sign the investment agreement for the construction project of new energy composite products with an annual output of 70,000 tons and the headquarters project.
The financial sector reported on March 15th that Bofei Electric announced that it planned to sign the Investment Agreement for the Construction Project (Phase I) and Headquarters Project with an annual output of 70,000 tons of new energy composite products with Haining Economic Development Zone Management Committee, and set up a wholly-owned subsidiary (tentatively named "Zhejiang Bofei Photovoltaic New Materials Co., Ltd.") to implement the investment, construction and operation of the project as stipulated in the agreement, with a total investment of not less than 1 billion yuan.
Jinlitai: The company is not engaged in the research, development, production and sales of mask aligner and photoresist.
Jin Litai issued a change announcement on the evening of March 15, and recently paid attention to relevant information on the Internet, saying that the company belongs to the mask aligner concept; The company once again made it clear that it is not engaged in the research, development, production and sales of mask aligner and photoresist, and it has no relevant layout in the field of semiconductor chips.
Jinlitai: The company is not engaged in the research, development, production and sales of mask aligner and photoresist, and there is no relevant layout in the field of semiconductor chips.
On March 15th, financial circles reported that Jin Litai issued a stock change announcement, and recently paid attention to relevant information on the Internet, saying that the company belongs to the mask aligner concept; The company once again made it clear that it is not engaged in the R&D, production and sales of mask aligner and photoresist, and it has no relevant layout in the field of semiconductor chips.
Entering the new field of photovoltaic, Bofei Electric plans to build a new energy composite product capacity of not less than 1 billion yuan.
Bofei Electric announced that the company and the management committee of Haining Economic Development Zone plan to sign the Investment Agreement for the Construction Project (Phase I) and Headquarters Project with an annual output of 70,000 tons of new energy composite products, and the company plans to set up a wholly-owned subsidiary (tentatively named "Zhejiang Bofei Photovoltaic New Materials Co., Ltd.") to implement the investment, construction and operation of the project as stipulated in the agreement, with a total investment of not less than 1 billion yuan.
The project will mainly produce new energy composite products. The project site is located in the west of Talent Innovation Building in Haining Economic Development Zone and the north of Longxing Road, with a land area of about 108.32 mu. Implementing this project and expanding the development space of the company’s new energy business will bring new driving force to the company’s future performance growth. However, the project makes the company enter the new field of photovoltaic, and there are also some new business risks.
AVIC Optoelectronics announced the 2022 annual equity distribution plan, and plans to send 10 shares to 3 shares to 5.5 yuan.
() The announcement was made on March 16th, and the contents of the company’s annual equity distribution plan for 2022 are as follows: based on the total share capital of 1,630,804,900 shares, a cash dividend of RMB5.50 will be distributed to all shareholders for every 10 shares, with a total cash dividend of RMB897 million, accounting for 33.01% of the net profit attributable to the mother in the same period, and 3.00 shares will be transferred to all shareholders for every 10 shares with capital reserve fund, and no bonus will be distributed.
According to the 2022 annual performance report released by AVIC Optoelectronics, the company’s operating income was 15.838 billion yuan, a year-on-year increase of 23.09%; The net profit attributable to shareholders of listed companies was 2.717 billion yuan, a year-on-year increase of 36.47%; The basic earnings per share was 1.72 yuan, compared with 1.30 yuan in the same period last year.
AVIC Optoelectronic Technology Co., Ltd. is a high-tech enterprise specializing in the research, development, production, sales and service of highly reliable optical, electrical and fluid connectors and related equipment, and providing systematic interconnection technology solutions. The company’s main products include electrical connectors, optical devices and photoelectric equipment, cable components and integrated products, fluid devices and liquid cooling equipment, etc., which are mainly used in defense fields such as aviation and aerospace, as well as civil high-end manufacturing fields such as communication and data transmission, new energy vehicles, rail transit, consumer electronics, industry, energy, medical care, intelligent equipment and robots.
(Source: Straight Flush iFinD)
Haige Communication: It is planned to raise no more than 2 billion yuan for the "Beidou +5G" integrated R&D industrialization and other projects.
Haige Communication announced on the evening of March 15th that the company plans to raise no more than 2 billion yuan for the "Beidou +5G" integrated R&D industrialization project, unmanned information industry base project, Tian Shu R&D center construction and satellite Internet R&D project. The target of issuance is not more than 35 investors, including the company’s controlling shareholder Radio Group and its wholly-owned subsidiary Pingyun Investment.
Feilong’s application to issue shares to a specific target was approved by Shenzhen Stock Exchange.
() Announcement. On March 15th, the company received the Letter of Opinions of the Audit Center on Feilong Auto Parts Co., Ltd. applying for issuing shares to specific targets issued by the Listing Audit Center of Shenzhen Stock Exchange. The Shenzhen Stock Exchange’s issuance and listing examination center has examined the application documents for the company to issue shares to a specific target, and found that the company meets the requirements of issuance, listing and information disclosure. Subsequently, the Shenzhen Stock Exchange will report to the China Securities Regulatory Commission for relevant registration procedures as required.
AVIC Fujitsu, a holding subsidiary, plans to raise no more than 350 million yuan, and AVIC Optoelectronics will participate in the subscription.
AVIC Optoelectronic announced that AVIC Fujitec Technology Co., Ltd. ("AVIC Fujitec"), a holding subsidiary of the company, is a listed company on the Beijing Stock Exchange. The stock abbreviation is Fujitec, and the stock code is 835640.BJ The company holds 46.64% of its shares.
It is reported that AVIC Fujita plans to issue A-share shares to specific targets, and the raised funds will not exceed RMB 350 million (inclusive). The company intends to participate in the subscription of A shares issued by AVIC Fujita to a specific target, and the subscription amount is not less than 46.64% (inclusive) of the number of shares to be issued this time, and the company holds no more than 50% (inclusive) of shares of AVIC Fujita after this issuance.
Hengmingda announced the 2022 annual rights distribution plan and planned to send 10 3 yuan.
() The announcement was made on March 16th, and the contents of the company’s annual equity distribution plan for 2022 are as follows: based on the total share capital of 230,171,800 shares, a cash dividend of RMB 3.00 will be distributed to all shareholders for every 10 shares, and a total cash dividend of RMB 69,051,500 will be distributed, accounting for 35.77% of the net profit attributable to the mother in the same period. No bonus shares will be distributed, and no capital reserve will be converted into share capital.
According to the 2022 annual performance report released by Hengmingda, the company’s operating income was 1.548 billion yuan, a year-on-year increase of 36.95%; The net profit attributable to shareholders of listed companies was 193 million yuan, a year-on-year increase of 517.43%; The basic earnings per share was 0.84 yuan, compared with 0.14 yuan in the same period last year.
The main business of Suzhou Hengmingda Electronic Technology Co., Ltd. is integrated and comprehensive solutions such as design and development, material selection, product trial-production and testing, mass production, timely delivery and follow-up service of consumer electronic functional devices, consumer electronic protection products, consumer electronic precision structural parts, etc. The products have been widely used in mobile phones, tablet computers, notebook computers, smart wearable devices and other consumer electronic products and their components. The company’s main products are precision functional devices of consumer electronic products such as mobile phones, tablet computers, notebook computers and smart wearable devices.
(Source: Straight Flush iFinD)
Hunan Yuneng: It is planned to sign the Development Agreement with Contemporary Amperex Technology Co., Limited to produce new Ferrous lithium phosphate products.
On the evening of March 15th, Hunan Yuneng announced that due to the needs of business development, the company plans to sign the Development Agreement with Contemporary Amperex Technology Co., Limited, and the company will design and develop new Ferrous lithium phosphate products and manufacture new Ferrous lithium phosphate products according to the needs of Contemporary Amperex Technology Co., Limited. Both parties agree that this agreement is valid for four years. According to the announcement, Contemporary Amperex Technology Co., Limited is the shareholder who holds more than 5% of the company’s shares. According to the relevant provisions of the Listing Rules of Growth Enterprise Market of Shenzhen Stock Exchange, Contemporary Amperex Technology Co., Limited is a related legal person of the company, and this transaction constitutes a related party transaction.
Hunan Yuneng: It is planned to sign the Development Agreement with Contemporary Amperex Technology Co., Limited to produce new Ferrous lithium phosphate products.
On the evening of March 15th, Hunan Yuneng announced that due to the needs of business development, the company plans to sign the Development Agreement with Contemporary Amperex Technology Co., Limited, and the company will design and develop new Ferrous lithium phosphate products and manufacture new Ferrous lithium phosphate products according to the needs of Contemporary Amperex Technology Co., Limited. Both parties agree that this agreement is valid for four years. According to the announcement, Contemporary Amperex Technology Co., Limited is the shareholder who holds more than 5% of the company’s shares. According to the relevant provisions of the Listing Rules of Growth Enterprise Market of Shenzhen Stock Exchange, Contemporary Amperex Technology Co., Limited is a related legal person of the company, and this transaction constitutes a related party transaction.
During the month, two senior executives, including the chairman, resigned one after another. The annual report revealed that the management of Yunnan Baiyao was shuffled soon.
On March 15th, () announced the resignation of senior management. For personal reasons, Wang Jin applied to resign from the company’s chief sales officer, senior vice president and all positions in Yunnan Baiyao and its holding subsidiaries. Coincidentally, on March 7th, Yunnan Baiyao announced that Wang Minghui, the chairman of the board of directors, had applied to resign from all his positions in Yunnan Baiyao and its holding subsidiaries for personal reasons.
At present, there are only two weeks left from the scheduled disclosure date of Yunnan Baiyao’s annual report (March 31). In addition, the company’s share price has fallen by more than 5% since March.
Behind the departure of executives is the decline in the performance of Yunnan Baiyao. According to the data of the third quarterly report in 2022, as of September 30 last year, Yunnan Baiyao achieved a net profit of 26.916 billion yuan, down 5.10% year-on-year; The net profit was 2.305 billion yuan, a year-on-year decrease of 5.94%. In 2021, Yunnan Baiyao has experienced a year-on-year decline in net profit of 49.17%.
Judging from such performance, it is difficult to complete the performance evaluation index set by the stock option incentive plan in 2020. The performance evaluation target is that the return on net assets in 2021 and 2022 is not less than 10.5% and 11% respectively, but the return on net assets of Yunnan Baiyao in 2021 is 7.07%, and it is 5.6% in the first three quarters of 2022.
The disclosure of the annual report is just around the corner, and the departure of senior executives at this sensitive time also brings some concerns to the market. Zhang Yi, CEO of Ai Media Consulting, told the Securities Daily reporter: "On the one hand, the decline in operating data needs to be explained to investors; On the other hand, the’ reshuffle’ of the management before the disclosure of the annual report also shows that Yunnan Baiyao is undergoing enterprise reform and strategic direction adjustment, and it depends on whether the company can take over as the new coach to turn the tide. "
It is worth noting that according to the annual report of Yunnan Baiyao in 2021, Wang Minghui and Wang Jin, the executives who recently left their jobs, are both employees with an annual salary of 10 million yuan. Wang Minghui served as the chairman of the company and also served as the temporary CEO for a period of time. The total pre-tax remuneration received from the company was 10.536 million yuan; Wang Jin is the president of the pharmaceutical division, one of the four divisions of the company, and his total pre-tax remuneration is 10,523,100 yuan, which belongs to the highest salary of Yunnan Baiyao.
High salary means that the company expects employees to create corresponding value. In the explanation of the major changes in assets disclosed in the semi-annual report in 2022, the company clearly stated that "the advance payment of the pharmaceutical division decreased, and the tax to be resold decreased". The work done by the Pharmaceutical Division in the first half of last year ―― "Taking medical devices as an important breakthrough for new business, and deeply cultivating the Digital Institute of Traditional Chinese Medicine and the Eye Health Research Center" was not included in the second growth curve ―― medical beauty, oral care, new retail health services and other fields.
Bai Wenxi, chief economist of IPG China, said: "The annual salary of Yunnan Baiyao executives is over 10 million yuan, which is a market-oriented salary distribution method and also related to the performance appraisal method of the internal decision-making level of the enterprise. In fact, responsibility and risk coexist."
Meirui New Materials’ application for stock increase was approved by Shenzhen Stock Exchange.
() Announcement was issued. On March 15, 2023, the company received the Letter of Opinions of the Audit Center on the Application of Meirui New Materials Co., Ltd. to Issue Shares to Specific Objects issued by the Listing Audit Center of Shenzhen Stock Exchange (hereinafter referred to as "Shenzhen Stock Exchange").
The audit institution for the issuance and listing of Shenzhen Stock Exchange has audited the application documents for the company to issue shares to a specific target, and found that the company meets the requirements for issuance, listing and information disclosure. Subsequently, Shenzhen Stock Exchange will report to China Securities Regulatory Commission (hereinafter referred to as "China Securities Regulatory Commission") for relevant registration procedures.
