Focus today
【BOE A: 2021 net profit pre-increase of 410%-416%】
BOE A announced that it expects net profit in 2021 to be 25.7 billion yuan - 26 billion yuan, an increase of 410% - 416% year-on-year. The semiconductor display industry continued the longest boom cycle in history in the first half of 2021; since the third quarter, with the adjustment of the demand side, the price of industry products has undergone a structural correction, and the overall prosperity of the industry throughout the year is relatively high compared with last year. In terms of LCD, in the face of structural adjustment of product prices, the company actively adjusted its product portfolio and still maintained a good level of profitability; in terms of flexible OLED, shipments increased rapidly, and the single monthly shipments in December 2021 exceeded the tens of millions for the first time. Small financial note: Q3 net profit of 7.253 billion yuan, according to this calculation, Q4 net profit is expected to be 5.685 billion yuan - 5.985 billion yuan, down 17% - 21% month-on-month.
【Radio and Television Express: Proposed to establish a wholly-owned subsidiary to carry out digital economy business】
Radio and Television Express announced that it intends to establish a wholly-owned subsidiary, Radio and Television Digital Economy Investment and Operation Co., Ltd. (hereinafter referred to as "Radio and Television Digital Investment"), with a registered capital of 1 billion yuan. The radio and television digital investment set up this time will serve as the company's investment and operation platform to carry out investment, construction and follow-up operation of digital economy business nationwide, innovate the smart city business model, expand the company's smart city business field, which is conducive to enhancing the company's core competitiveness and profitability and achieving the company's sustainable and stable development. On the same day, Radio and Television Express announced that it intends to introduce strategic investors in the form of capital increase and share expansion for its subsidiary Pingyun Xiaojian.
【Minmetals Rare Earth: 40.08% of the shares of the company transferred by China Rare Earth Group The actual controller is changed to China Rare Earth Group】
Minmetals Rare Earth announced that Minmetals Co., Ltd. transferred 16.1% of the company's shares held by Minmetals Co., Ltd., and Minmetals Nonferrous Holdings, a wholly-owned subsidiary of Minmetals Co., Ltd., transferred 100% of the equity held by Minmetals Rare Earth Group (holding 23.98% of the company's shares) to China Rare Earth Group without compensation, resulting in China Rare Earth Group directly and indirectly holding 40.08% of the company's shares. After the completion of the transfer, the controlling shareholder of the company is still Minmetals Rare Earth Group, and the actual controller is changed from China Minmetals to China Rare Earth Group.
【Lingnan Co., Ltd.: Subsidiary plans to complete the construction of 100 immersive experience theaters within two years】
Lingnan shares disclosed the investor relations activity record table announcement, the company's subsidiary Hengrun Technology is the earliest domestic into the VR field, and is now in the first camp of the industry. The immersive experience business of Hengrun Technology has completed the construction of more than 60 deep immersive experience theaters nationwide, and plans to complete the construction of 100 theaters within two years, forming an immersive experience theater layout covering major large and medium-sized cities in the country, and then it can produce its own IP content and deliver it in all channels to create a perfect closed-loop deep immersion experience industry chain. In addition, since 2018, Hengrun Technology has been using virtual people in some science and technology museums and museum projects, which is relatively mature and does not have any technical obstacles. If the customer needs, the company can provide a full range of solutions.
【Zhangzidao: Net profit in 2021 pre-fell by 39%-60% year-on-year】
Zhangzidao announced that it expects net profit in 2021 to be 6 million yuan - 9 million yuan, down 39.39% - 59.59% year-on-year. Small financial note: Q3 net profit of 9.4 million yuan, according to this calculation, Q4 net profit is expected to be 36 million yuan - 39 million yuan, an increase of 282% - 314% month-on-month.
【Mango Super Media: Expected fourth quarter net profit to fall by 70%-88.7%】
Mango Super Media announced that it is expected that the net profit in 2021 will be 2.04 billion yuan - 2.14 billion yuan, an increase of 2.92% - 7.96% year-on-year; the company's advertising and operator revenue growth rate is more than 30%, and the number of effective members of Mango TV at the end of the year will reach 50.4 million, an increase of 40% year-on-year. Small financial note: Q3 net profit of 529 million yuan, according to this calculation, Q4 net profit is expected to be 0.6 billion yuan - 160 million yuan, down 70% - 88.7% month-on-month.
【China Resources Micro: 2021 net profit pre-increase of 129%-132%】
China Resources Micro announced that it is expected that the net profit in 2021 will be 2.21 billion yuan - 2.23 billion yuan, an increase of 129% - 132% year-on-year, the company's orders are relatively full, and the overall capacity utilization rate is higher. Small financial note: Q3 net profit of 616 million yuan, according to this calculation, Q4 net profit is expected to be 526 million yuan - 546 million yuan, down 11% - 14% month-on-month.
【Aimek: Net profit in 2021 pre-increase 105%-127%】
Aimek announced that it expects net profit in 2021 to be 900 million yuan - 1 billion yuan, an increase of 104.66% - 127.4% year-on-year. The company's strategic layout is clear, the product competitiveness continues to improve, driving the overall growth of the business; the product matrix is further enriched, the breadth and depth of customers covered by the marketing service network are further improved, driving the company's sales growth; sales and production scale are expanded, the scale effect is further revealed, and the profitability is significantly improved. Small financial note: Q3 net profit of 283 million yuan, according to this calculation, Q4 net profit is expected to be 191 million yuan - 291 million yuan, a month-on-month change of -32% - 2%.
[Shi Dashenghua: Chairman and some executives plan to increase their holdings by 80 million yuan - 100 million yuan]
Shi Dashenghua announced that the company's chairman Guo Tianming, general manager Yu Haiming, board secretary Lu Junqi, chief accountant Song Huibao intend to increase their holdings by 80 million yuan to 100 million yuan within 6 months.
【Chinese Life: The Company and the Group Company intend to increase the capital of property insurance companies by RMB3.6 billion and RMB5.4 billion respectively】
Chinese Life announces that the Company, Chinese Life Insurance (Group) Company (the "Group") and the Property & Casualty Insurance Company intend to enter into the "Chinese Life Property & Casualty Insurance Co., Ltd. Capital Increase and Share Increase Contract" by 31 March 2022. Accordingly, the Company and the Group Company intend to increase the capital of the Property & Casualty Insurance Company by RMB3.6 billion and RMB5.4 billion respectively; upon completion of the transaction, the registered capital of the P&C Insurance Company will increase from RMB18.8 billion to RMB27.8 billion, and the Company and the Group Company will continue to hold 40% and 60% of its equity respectively. The transaction aims to increase the registered capital of the property insurance company to meet the requirements of industry regulators on the capital adequacy ratio of property insurance companies and the business development needs of property insurance companies.
【Sunwoda equity incentive plan: three years of cumulative revenue of not less than 150 billion yuan】
Sunwoda disclosed the 2022 equity incentive plan, and the total number of stock rights to be granted to the incentive recipients is not more than 25.78 million shares. The price of the second class restricted stock granted under the incentive plan is 19.6 yuan per share. The exercise price of the stock option is 39.19 yuan per share. The annual performance appraisal targets of the restricted stock granted for the first time at the company level are: the annual operating income value of 2022 is not less than 43.2 billion yuan; the cumulative operating income value of the two years from 2022 to 2023 is not less than 92.9 billion yuan; and the cumulative operating income value of the three years from 2022 to 2024 is not less than 150 billion yuan.
【Zhaoyan new drug: net profit in 2021 pre-increase of 72%-82% year-on-year】
Zhaoyan New Drug announced that it expects net profit in 2021 to be 540 million yuan - 570 million yuan, an increase of 72.3% - 82.3% year-on-year. Small financial note: Q3 net profit of 94 million yuan, according to this calculation, Q4 net profit is expected to be 292 million yuan - 322 million yuan, an increase of 210% - 242% month-on-month.
【New open source: 2021 net profit pre-increase of 438%-483%】
The new open source announcement is expected to net profit of 240 million yuan - 260 million yuan in 2021, an increase of 438.42% - 483.29% year-on-year; the impact of non-recurring gains and losses on the company's net profit in the current period is 230 million yuan - 250 million yuan, mainly due to the company's sale of BioVision equity and foreign investment. Small financial note: Q3 net profit of 0.16 billion yuan, according to this calculation, Q4 net profit is expected to be 140 million yuan - 160 million yuan, an increase of 775% - 900% month-on-month.
【Beijing Stock Exchange Senxuan Pharmaceutical: Three executives intend to reduce their holdings by a total of not more than 0.0177% of the shares】
Senxuan Pharmaceutical of the Beijing Stock Exchange announced that director Cheng Jian, director Jiang Chunjuan and senior management Zhu Shizhang intend to reduce their holdings by a total of not more than 0.0177%.
Invest & Sign
【Desai Battery: 7.5 billion yuan to build Desai battery energy storage battery project】
Desay Battery announced that the company intends to set up a holding subsidiary in Changsha Wangcheng Economic and Technological Development Zone to build a "Desay Battery Energy Storage Cell Project", the project plans to invest 7.5 billion yuan in fixed assets, and lay out the headquarters and R&D center and production center of the energy storage cell project with 20GWh production capacity in three phases.
【German Nano: Plans to invest 2 billion yuan in the construction of a lithium supplement project with an annual output of 20,000 tons】
German Nano announced that it intends to sign the "Framework Cooperation Agreement on lithium supplement projects with an annual output of 20,000 tons" with the government of Zhanyi District of Qujing City, and the company intends to build a "lithium supplement project with an annual output of 20,000 tons" in Zhanyi District of Qujing City, with a total investment of about 2 billion yuan, which is planned to be implemented by the company's holding subsidiary Shenzhen Defang Chuangyu New Energy Technology Co., Ltd. registered in Qujing City.
[Sunwoda: Subsidiary and Zhongneng Luhui signed the "Cooperation Framework Agreement"】
Sunwoda announced that Its wholly-owned subsidiary, Shenzhen Sunwoda Integrated Energy, and Zhongneng Luhui, a wholly-owned subsidiary of Zhongneng Electric, have recently signed a "Cooperation Framework Agreement", and the two sides intend to carry out in-depth cooperation in photovoltaic power generation and energy storage and integrated energy services in the future.
【Zhendong Pharmaceutical: Subsidiary signed strategic cooperation agreement with Tongliao Municipal Government】
Zhendong Pharmaceutical announced that the subsidiary signed a strategic cooperation framework agreement with the Tongliao Municipal People's Government to dock the medicinal material planting enterprises and planters of 3 million mu of bitter almond base, 130,000 mu of bitter ginseng base, 40,000 mu of astragalus base, 20,000 mu of licorice base, 20,000 mu of orange stem base, and 5,000 mu of windproof base in Tongliao City, and the subsidiary acquired all its qualified products.
Changes in equity
【Guangzhou Restaurant: Guangzhou State-owned Assets Supervision and Administration Commission intends to transfer 4.64% of the company's shares】
Guangzhou Restaurant announced that the Guangzhou Municipal State-owned Assets Supervision and Administration Commission intends to transfer 4.637% of the total share capital of the company held by the company (i.e. 26.228621 million shares) to Guangzhou Industrial Investment Holding Group Co., Ltd.
【Wansheng Intelligent: Proposed to acquire 100% equity of Zhitong Fire Protection for 41.3 million yuan】
Wansheng Intelligent announced that it intends to acquire 100% of the equity of Zhejiang Zhitong Fire Network Co., Ltd. for 41.3 million yuan.
【Qiangrui Technology: Proposed to use super-raised funds to transfer 51% of the equity of Kunshan Furuiming】
Qiangrui Technology announced that the company intends to use the super-raised funds totaling 40.5 million yuan to invest in Kunshan Furuiming, and the investment intends to obtain 51% of the equity of Kunshan Furuiming by way of capital increase and equity transfer. Kunshan Fu Ruiming's existing main customers are Lixun Precision Holding Subsidiary such as Lijiao Precision, which mainly supplies fixtures and automation equipment used in the manufacturing process of Apple mobile phones and tablets for these customers, and kunshan Fu Ruiming's main products are highly consistent with the company.
Increase or decrease & repurchase
[Bethel: Shareholder Xiong Liwu intends to reduce his shareholding by no more than 6% 】
Bethel announced that Xiong Liwu, a 9.88% shareholder, intends to reduce his stake by no more than 6%.
【Keda Self-Control: Two shareholders intend to reduce their holdings by no more than 3.97% in total】
Keda Self-Control announced that Shenzhen Innovation Investment Group Co., Ltd. and Shanxi Laterite Innovation and Venture Capital Co., Ltd. intend to reduce their holdings by no more than 3.97% of their shares.
【Beauty Cosmetics: Shareholder Liren and its co-actors intend to reduce their holdings by not more than 2.96% of the company's shares】
Liren Liren announced that the shareholder Liren and its co-actors intend to reduce their holdings of no more than 2.96% of the company's shares.
[Sunshine Novo: Directors and senior management intend to increase their holdings by 10 million yuan - 12 million yuan]
Sunshine Nuohe announced that Liu Yujing, director and general manager, and Zhao Lingyang, director, secretary of the board of directors and financial director, intend to increase their holdings of 10 million yuan to 12 million yuan in the company's shares within 6 months from January 24, 2022.
【Jinshi Resources: Proposed to repurchase shares for 0.5 billion to 100 million yuan】
Jinshi Resources announced that the company intends to repurchase the company's shares for 0.5 billion yuan to 100 million yuan, and the repurchased shares will be used to implement the employee stock ownership plan or equity incentives. The proposed repurchase price or price range shall not exceed 57 yuan per share (inclusive).
【Hengmingda: Proposed to repurchase shares of 15 million yuan - 30 million yuan】
Heng Mingda announced that it intends to repurchase shares for 15 million yuan to 30 million yuan, and the repurchase price will not exceed 55.08 yuan / share; 8 people, including actual controllers and senior management personnel, intend to reduce their holdings by no more than 1.14%.
Business & Performance
【Yulong shares: 2021 net profit pre-increase of 213%-282%】
Yulong shares disclosed the performance forecast, is expected to net profit of 367 million yuan - 448 million yuan in 2021, an increase of 213.05% to 282.15% year-on-year. During the reporting period, the domestic and international economies recovered steadily, the market demand was strong, trading was active, and commodity prices continued to rise. The gross profit margin of the company's coal, agriculture and forestry and other commodities trade has increased significantly.
【Lixin Micro: 2021 net profit pre-increase of about 139% year-on-year】
Lixin Micro disclosed the performance forecast, and it is expected that the net profit in 2021 will be about 160 million yuan, an increase of about 138.98% year-on-year. During the reporting period, the downstream demand of the industry where the company's power management chip is located is strong, and the company continues to deepen its cultivation in the field of consumer electronics, actively explores new markets and new customers, and achieves good growth in sales scale and economic benefits.
【Changchuan Technology: 2021 net profit pre-increase of 112%-171%】
Changchuan Technology announced that it is expected that the net profit attributable to the mother in 2021 will be 180 million yuan - 230 million yuan, an increase of 112.12% - 171.04% year-on-year. During the reporting period, the integrated circuit industry boom was relatively high, and downstream customers demanded strongly for the company's equipment.
【Chuanheng shares: net profit is expected to increase by 120%-160% year-on-year in 2021】
Chuanheng shares disclosed the performance forecast, is expected to net profit in 2021 314 million yuan - 371 million yuan, an increase of 120% - 160% year-on-year. During the reporting period, the unit price of the company's main products and phosphate ore increased, and the gross profit margin increased year-on-year.
【Dongfang Electric Heating: Net profit in 2021 pre-increase of 90%-185% year-on-year】
Orient Electric Heating announced that it is expected that the net profit attributable to the mother in 2021 will be 115 million yuan - 173 million yuan, an increase of 90.31% - 185.46% year-on-year. During the reporting period, the polysilicon industry benefited from the dual drive of national policies and market demand, the new investment in the project increased significantly, and the sales of polysilicon reduction furnaces and cold hydrogenation electric heaters also increased significantly; the demand for steel (aluminum) composite materials for communication optical cables increased significantly, the price of products continued to rise, and the sales of steel (aluminum) composite materials for communication optical cables increased significantly; the battery steel shell material business improved, sales increased, and profitability improved.
【Wantai Biology: 2021 net profit pre-increase of 173%-203%】
Wantai Bio announced that it expects net profit in 2021 to be 1.85 billion yuan - 2.05 billion yuan, an increase of 173% - 203% year-on-year. The company's bivalent HPV vaccine continues to maintain two booming production and sales, and the revenue and profit growth are high; because the new crown pneumonia epidemic has not been effectively controlled, the demand for overseas testing has increased significantly, and the company's sales of new crown raw materials and the export of overseas testing reagents have achieved rapid growth.
【Orient Wealth: Orient Wealth Securities' non-consolidated net profit in 2021 was 4.825 billion yuan, an increase of 66.89% year-on-year】
Orient Wealth Securities Co., Ltd., a subsidiary of Orient Wealth, disclosed the unaudited non-consolidated financial statements for 2021, achieving total operating income of 7.3 billion yuan, an increase of 58.76% year-on-year, and net profit of 4.825 billion yuan, an increase of 66.89% year-on-year. On the same day, it was announced that the first short-term financing bonds of subsidiary Orient Wealth Securities Co., Ltd. in 2022 have been issued, with a total issuance amount of 1.5 billion yuan, a coupon rate of 2.53%, and a term of 175 days.
Contract & Project Bid
【Dongfang Cable: Won the bid for a total of about 1.015 billion yuan related projects】
Dongfang Cable announced that recently, the company has successively received the "Notice of Winning the Bid" from the bidding agency, and the winning amount of the land cable system is about 440 million yuan; the winning amount of the submarine cable system is about 574 million yuan; the total winning amount of the project is about 1.015 billion yuan, and the performance of its contract will have a positive impact on the company's future operating performance, but will not affect the independence of the company's operation.
【Tibet Tianlu: Consortium wins bid for a comprehensive development project with a total investment of about 9.8 billion yuan】
Tibet Tianlu announced that the company and chengkan institute, western construction investment, Aneng third bureau, Huanyue real estate, power construction group, hydropower five bureaus jointly set up a consortium to participate in the Qingbaijiang European Industrial City area comprehensive development project bidding and winning the bid, the total investment of the project is initially estimated to be about 9.8 billion yuan, the project capital accounted for about 30% of the total investment, that is, the project capital of about 2.94 billion yuan. The parties of the consortium and the government contributed on behalf of Rong ou Company to form a joint venture project company, the registered capital of the project company is 200 million yuan, and the company's shareholding ratio is 14%, that is, the first batch of the company needs to contribute 28 million yuan. According to the estimated capital of 2.94 billion yuan for the project, the total capital of the company will not exceed 412 million yuan.
【Nachuan shares: won the bid for 36.5442 million yuan of rainwater and sewage drainage pipe procurement project】
Nachuan announced that on January 20, 2022, the company received the "Notice of Winning the Bid" from China Construction Tunnel Construction Co., Ltd., confirming that the company became the winning bidder of the "Procurement of Rainwater Sewage Drainage Pipe of Yipinhe Project of China Construction Tunnel Chongqing Branch", with a winning bid amount of 36.5442 million yuan (including tax), accounting for 4.08% of the company's audited operating income in 2020.
Financing & Fixed Increase
【Huazi Technology: Proposed issuance of convertible bonds to raise no more than 1 billion yuan】
Huazi Technology announced that it intends to issue convertible bonds to raise no more than 1 billion yuan for the acquisition of 96.20% of the equity of Chengbu Shanneng, the construction project of energy storage power station, the construction of Chengbu Rulin 100MW/200MWh energy storage power station, the construction of 100MW/200MWh energy storage power station in Guidong County, the integration project of "photovoltaic + energy storage" in industrial parks and supplementary working capital.
Stock price changes
【Huijin Technology: The company's business does not involve digital currency for the time being】
Huijin Technology issued an announcement that the company's main business is to use artificial intelligence technology, Internet of Things technology, cryptography algorithms and other technologies to provide professional solutions and services for the operation management, risk control, network transformation, channel construction and so on of customers in the financial industry. The company's business does not involve digital currency for the time being.
other
【ST Pingneng: Termination of Listing and Delisting of Company Shares】
ST Pingneng announced that the Shenzhen Stock Exchange has agreed to terminate the listing and delisting of the Company's RMB common stock with effect from 24 January 2022.
【Ping An of China: Appointing Deng Bin as Chief Investment Officer of the Company】
Ping An of China announced that it has appointed Deng Bin as the company's chief investment officer, and Deng Bin's qualifications have yet to be approved by the China Banking and Insurance Regulatory Commission.
[Zhongjia Bochuang reply to the letter of concern: the provision for asset impairment is reasonable, there is no financial "big bath"]
Zhongjia Bochuang replied to the Shenzhen Stock Exchange's letter of concern that due to the loss of control of Jiahua Information and the company no longer including it in the scope of consolidated statements, the company intends to make an asset impairment provision of 1.480 billion yuan for the balance of Jiahua Information's long-term equity investment and confirm an investment loss of 287 million yuan, and there is no financial "big bath". At present, under the circumstance that Jiahua information has gotten out of control and is no longer included in the scope of the company's consolidated statements, the results of the asset impairment test have no significant impact on the company's 2021 annual financial report.
This article originated from the Financial Associated Press