
Focus today
【SMIC's fourth-quarter revenue of $1.58 billion increased by 61% year-on-year】
SMIC announced in Hong Kong that its net profit for the fourth quarter of 2021 was US$533.8 million, an estimated US$353.3 million, an increase of 107.7% year-on-year, and SMIC's fourth-quarter revenue was US$1.58 billion, an estimated US$1.59 billion, an increase of 11.6% sequentially, compared to US$981 million in the fourth quarter of 2020. Gross margin was 35.0% for the fourth quarter of 2021 and 33.1% for the third quarter of 2021.
【Yahuilong: Novel Coronavirus Antigen Detection Kit Obtained Japan PMDA Certification Designated Supply】
Yahuilong announced that the novel coronavirus antigen detection kit of the company's Japanese partner, the Institute of Medical Biology Co., Ltd. (hereinafter referred to as "MBL"), has obtained the "Production and Sales License for In Vitro Diagnostic Products" (i.e., Japan PMDA Certification) issued by the Japanese PMDA on February 10. As the designated manufacturer of MBL's novel coronavirus antigen detection kit, this product will be available for sale in Japan after obtaining PMDA certification in Japan, and can be used for medical testing and home self-testing.
【China Mobile Hong Kong Stocks: Repurchased Shares at Approximately HK$422 Million today】
China Mobile announced on the Hong Kong Stock Exchange that it repurchased 7.3035 million shares at a price of HK$56.65 to HK$58.15 per share on February 10, costing about HK$422 million.
【Geely Automobile: Vehicle sales in January were 146,380 units, down about 6% year-on-year】
Geely Automobile announced on the Hong Kong Stock Exchange that the total sales volume in January 2022 was 146,380 units, a decrease of about 6% over the same period last year, mainly due to the early Spring Festival holiday and the sporadic epidemic situation in various places. Pure electric vehicle sales in January were 15,442, up from 2,083 in the same period last year.
[WuXi AppTec: The company has not found other media reports or market rumors that need clarification or response]
WuXi AppTec announced that neither the company nor its subsidiaries were included in the U.S. Department of Commerce's Unverified List. For details, please refer to the previous Clarification Announcement. After the Company's self-examination, as of the date of disclosure of this announcement, the Company has not found any other media reports or market rumors that need clarification or response.
Invest & Sign
【Lianchuang Shares: Proposed to invest in the construction of 50,000 tons / year PVDF industrial chain and 0.6GW supporting green power projects】
Lianchuang co., Ltd. announced that the company, Black Cat Shares, Southwest Electric Power, Tianjin Electric Power and Wuhai Municipal People's Government signed an investment framework agreement to invest in the construction of 50,000 tons / year PVDF industrial chain and 0.6GW supporting green power projects in the low-carbon industrial park of Wuhai High-tech Industrial Development Zone, with a total investment of about 7.2 billion yuan.
【Changshan Beiming: Proposed to invest 600 million yuan to build the second phase of the cloud data center project】
Changshan Beiming announced that the company intends to invest 600 million yuan to build the second phase of the cloud data center project of Shijiazhuang Changshan Textile Co., Ltd. The first phase of the project has been put into operation. After the completion of the project, it is expected that the average annual sales revenue will be 292 million yuan, the average annual net profit will be 66.07 million yuan, and the total investment rate of return will be 12.35%.
【ULide: Plans to build an instrumentation industrial park of 300 million yuan】
Unitech announced that its wholly-owned subsidiary intends to invest 300 million yuan in the construction of an instrumentation industrial park.
【Ecodi: Investment and construction of new energy vehicle three-electric system parts and automotive structural parts intelligent manufacturing project】
Echodi announced that the company intends to build a new energy vehicle three-electric system parts and automotive structural parts intelligent manufacturing project in Anhui Hanshan Economic Development Zone. The project plans to purchase new automatic die-casting units, processing and assembly units and other equipment or production lines for the production of aluminum alloy products and their supporting mold design and manufacturing, intelligent equipment design and manufacturing, the main products are new energy vehicle battery system units, motor system units, electronic control system units of aluminum alloy parts and automotive structural parts.
Changes in equity
【Anhui Wei Gaoxin: Proposed to acquire 100% equity of Anhui Wei Sheng for 795 million yuan】
Anhui Wei Gaoxin announced that the company intends to purchase 100% of the equity of Anhui Wei Sheng held by the counterparty to the transaction by issuing shares, and at the same time intends to issue shares to a specific target Anhui Wei Group to raise supporting funds. After friendly negotiation between the parties to the transaction, the subject price of the transaction was 795 million yuan, and the issue price of the shares issued to purchase assets was 4.32 yuan per share. The amount to be raised this time does not exceed 199 million yuan, and the issue price is 4.52 yuan per share. After the company acquired Anhui Weisheng, it realized the vertical extension of PVB resin raw materials to the downstream product line, and became the leading enterprise covering the whole industry chain of PVA-PVB resin-PVB interlayer in China.
【Xianhui Technology: Proposed acquisition of 51% equity of Ningde Dongheng Machinery】
Xianhui Technology announced that it intends to acquire 51% of the equity of Ningde Dongheng Machinery Co., Ltd. in the form of cash.
Increase or decrease & repurchase
【*ST HNA: Actual controller Fang Wei plans to increase its holding of 50 million shares to 100 million shares】
*ST HNA announced that Fang Wei, the actual controller of the company, plans to increase its stake in the company through the centralized auction trading system of the Shanghai Stock Exchange within 6 months from February 10. The proposed increase in shareholding is 50 million to 100 million shares (approximately 0.15% to 0.30% of the company's shares). There is no price range for this increase, and the increase will be implemented according to the fluctuation of the company's stock price and the overall trend of the capital market.
【Crystal Optoelectronics: Proposed to repurchase shares for 100 million yuan to 200 million yuan】
Crystal Optoelectronics announced that it intends to repurchase shares for 100 million yuan to 200 million yuan, and the repurchase price will not exceed 15.5 yuan / share. On the same day, it was announced that due to production needs, the Company intends to purchase coating equipment from the Company's shareholding company, オプトラン (hereinafter referred to as "Nippon Kwangchi"), for a total transaction amount of approximately 808 million yen (approximately RMB44.462 million as at February 10, 2022), accounting for 0.79% of the Company's audited net assets in 2020.
【Puli Pharmaceutical: Proposed to repurchase shares of 5 million yuan - 10 million yuan】
Puli Pharmaceutical announced that it intends to repurchase shares for 5 million yuan to 10 million yuan, and the repurchase price will not exceed 76.76 yuan / share; the company's injection of esomeprazole sodium has passed the technical review of the Dutch Drug Evaluation Committee (CBG).
【Apex Software: Shareholder Jinshi Investment intends to reduce its shareholding by no more than 6%】
Apex Software announced that Jinshi Investment, a shareholder holding 9.21% of the shares, intends to reduce its shareholding by no more than 6%.
【Tianyou Dejiu: Controlling shareholder Huashi Investment intends to reduce its shareholding by no more than 2% of the company' shares】
Tianyou Dejiu announced that the controlling shareholder, Huashi Investment, intends to reduce its shareholding in the company by no more than 2%.
Business & Performance
【Yunnan Energy Investment Performance Express: Net profit in 2021 244 million yuan, up 5.39% year-on-year】
Yunnan Energy Investment released a performance express report, operating income in 2021 was 2.267 billion yuan, an increase of 13.91% year-on-year; net profit attributable to the mother was 244 million yuan, an increase of 5.39% year-on-year; basic earnings per share was 0.32 yuan.
【COSCO HAITE: January traffic increased by 1.2% year-on-year to 1.1279 million tons】
COSCO HAITE announced the main production data for January 2022, which achieved a traffic volume of 1.1279 million tons in the same month, an increase of 1.2% year-on-year; a turnover volume of 6.8729 billion nautical miles, an increase of 1%; an operating rate of 95.7%, a year-on-year decrease of 3.4%; a sailing rate of 53.9%, a year-on-year decrease of 3%; a load capacity utilization rate of 47.8%, an increase of 1.7% year-on-year; and a fuel consumption of 3.1 kg/thousand nautical miles, a year-on-year decrease of 5.2%.
【Jin Xinnong: January pig sales revenue fell by 64.44% year-on-year】
Jin Xinnong announced that the total sales volume of pigs in January was 70,600 heads, the total sales revenue was 98.2846 million yuan, the average sales price of live pigs was 13.91 yuan / kg (the average price of commercial pigs after excluding piglets and breeding pigs was 13.67 yuan / kg), and the average sales volume, sales revenue and average sales price of pigs were -65.75%, -61.33% and -20.31%, and the year-on-year changes were -26.70%, -64.44% and -69.77%, respectively.
【Poly Development: January achieved a signed amount of 28.302 billion yuan, down 34.29% year-on-year】
Poly Development announced that in January, the company achieved a signed area of 1.8576 million square meters, a year-on-year decrease of 11.73%; the signed amount of 28.302 billion yuan, a year-on-year decrease of 34.29%.
【Xiaoming shares: January chicken product sales revenue fell 4.47% month-on-month】
Xiaoming announced that in January, 16.1231 million chicken products were sold, and the sales revenue was 54.0215 million yuan, with a month-on-month change of -3.43% and -4.47%, and a year-on-year change of 46.36% and 70.39%, respectively.
[Tang Renshen: January pig sales revenue fell by 39.29% year-on-year]
Tang Renshen announced that the sales volume of pigs in January was 130,400 heads, down 20.44% year-on-year and up 4.15% month-on-month; sales revenue totaled 198.7 million yuan, down 39.29% year-on-year and 14.20% month-on-month.
Contract & Project Bid
【Honglu Steel Structure: Signed 1 billion yuan Honglu Intelligent Assembly Base Project】
Honglu Steel Structure announced that the company signed the "Honglu Intelligent Assembly Base Project Investment Cooperation Agreement" with the People's Government of Guoyang County, with a total investment of about 1 billion yuan. After completion, The Woyang base will become one of the most important prefabricated construction industry bases of the company, providing an important guarantee for the development of the company's steel structure product manufacturing and green prefabricated building business.
【Chengfa Environment: Won the bid for the market-oriented operation project of urban sewage treatment facilities in Yanling County】
Chengfa Environment announced that Chengfa Water Co., Ltd., a wholly-owned subsidiary of the Company, as the leader and the consortium composed of the Company as a member of the consortium, was the operator of the "Yanling County Urban Sewage Treatment Facilities Market-oriented Operation Project", and the unit price of the winning sewage treatment service fee was 1.92 yuan / ton, and the total investment of the project was about 298 million yuan.
【Kexin Technology: Signed an order for 68.58 million yuan for network energy products】
Kexin Technology announced that the Finnish subsidiary and the international A customer signed an order for network energy products, the order amount is 10.78 million US dollars (excluding tax), about 68.5791 million yuan. Customer A is one of the world's leading providers of information and communication technology (ICT) services.
【Supermap software: this year's winning meta-universe project, that is, Fuxia Airport VR project】
Super map software disclosed investor relations activity record sheet announcement, this year won the bid for a meta-universe project, that is, Fuxia Airport VR project, Fuxia Airport VR immersive experience system procurement implementation project is BIM + GIS + VR as the core technology of immersive experience system.
Financing & Fixed Increase
[Medici: Proposed capital increase of not more than 2.16 billion yuan for pharmaceutical research and development innovation industry base and other projects]
Medici announced that it plans to raise no more than 2.16 billion yuan for the Medici Northwest Shanghai Biomedical R&D and Innovation Industrial Base Project, the laboratory expansion project of the drug discovery and pharmaceutical research and declaration platform and supplementary working capital.
【Sifang Jingchuang disclosed the results of the fixed increase: Caitong Fund was allocated 107 million yuan Huaxia Fund, Goldman Sachs, etc. are listed】
Sifang Jingchuang disclosed the results of the fixed increase, determined that the issue price was 19.3 yuan / share, the number of shares issued was about 20.7254 million shares, and the total amount of funds raised was about 400 million yuan; the issuance target was finally determined to be 11, and the lock-up period was 6 months.
【Fangyuan shares: proposed to issue convertible bonds of not more than 660 million yuan for projects with an annual output of 50,000 tons of high-end ternary lithium battery precursors and other projects】
Fangyuan shares announced that it intends to issue convertible bonds to raise no more than 660 million yuan for the annual output of 50,000 tons of high-end ternary lithium battery precursors (NCA, NCM) and 10,000 tons of battery lithium hydroxide project.
Stock price changes
【Three days and two boards Qujiang Cultural Tourism: the company's digital collection is not NFT, and its revenue accounts for less than 1%】
Qujiang Cultural Tourism issued an announcement of change, and recently the company and its subsidiary Xi'an Qujiang City Wall Tourism Development Co., Ltd. have launched digital collections. The company's digital collection is not an NFT. At present, this revenue accounts for less than 1% of the company's annual revenue.
other
【Shandong Gold: The cumulative gold production of the new city gold mine in the new city reaches 100.006 tons】
Shandong Gold announced that on February 10, 2022, the company's Xincheng Gold Mine has a cumulative gold production of 100.006 tons, following Shandong Gold Mining (Linglong) Co., Ltd., Shandong Gold Mining (Laizhou) Co., Ltd. Jiaojia Gold Mine, Shandong Gold Mining (Laizhou) Co., Ltd. Sanshan Island Gold Mine, becoming the fourth gold mine in Shandong and the sixth gold mine in The country with a cumulative output of more than 100 tons.
【Hunan Gold: Subsidiary intends to acquire prospecting rights of Quxi Gold Mine】
Hunan Gold announced that its wholly-owned subsidiary, Jindong Mining, signed a "Contract for the Transfer of Prospecting Rights" with Julong Mining to acquire the gold prospecting rights of Quxi Mining Area in Pingjiang County, Hunan Province, which is owned by Julong Mining. The two parties negotiated to determine that the total transfer price of the prospecting right under the contract and the underground roadway facilities of the prospecting right was 23.0297 million yuan, and if the resource reserves discovered by Golden Cave Mining in the future exploration work exceeded the 5148 kg of gold metal specified in the original framework agreement, a supplementary transfer price of 21.9703 million yuan and a total transfer price of 45 million yuan were required.
【CR 39: Anti-infection business is expected to achieve double-digit growth in 2022】
CR Sanjiu disclosed the announcement of the investor relations activity record sheet, the company's anti-infection business was greatly affected by policies in the past few years, and the impact of anti-infection business last year has basically dropped to the bottom, while the anti-infection business has also developed CMO business in the past few years to help the anti-infection business remain stable. In 2022, the anti-infection business is expected to achieve double-digit growth under the basic adjustment of the product structure and the new products.