Focus today
[Wanhua Chemical: Net profit in the first half of the year was 10.383 billion yuan, down 23% year-on-year] Wanhua Chemical disclosed its semi-annual report that the company's operating income in the half year of 2022 was 89.119 billion yuan, an increase of 31.72% year-on-year; the net profit attributable to the mother was 10.383 billion yuan, down 23.26% year-on-year; and the basic earnings per share were 3.31 yuan. On the same day of the announcement, Wanhua Chemical disclosed that since August 2022, the company's aggregate MDI listing price in China is 18500 yuan / ton (1300 yuan / ton lower than the price in July); The listed price of pure MDI is 22300 yuan / ton (1500 yuan / ton lower than the price in July). Small financial note: Q1 net profit was 5.374 billion yuan, based on this calculation, Q2 net profit was 5.009 billion yuan, down 7% month-on-month.
【JinkoSolar: Proposed issuance of convertible bonds to raise no more than 10 billion yuan for projects with an annual output of 11GW of high-efficiency cell production lines and other projects】 JinkoSolar announced that it intends to issue convertible bonds of not more than 10 billion yuan for the annual output of 11GW high-efficiency cell production line project, JinkoSolar Manufacturing Co., Ltd.'s annual output of 8 GW high-automated photovoltaic module production line project, Shangrao Jinko Photovoltaic Manufacturing Co., Ltd.'s new doubling phase 8GW high-automation module project, annual output of 5GW solar modules and 5GW solar cell production line project, Replenish working capital.
Sifangda: Signed a strategic cooperation agreement in the field of cultivating diamonds: Sifangda announced that its holding subsidiary Tianxuan Semiconductor and Hainan Jewelry signed the "Strategic Cooperation Framework Agreement" on the same day to form a strategic partnership. The signing of this agreement aims to give full play to their respective advantages, innovate cooperation mechanisms in the relevant business areas of the whole industry chain of cultivating diamonds, build a new pattern of complementary advantages, mutual benefit and win-win, long-term stability and development, and promote the rapid development of diamond-related links.
【Tianqi Lithium: The company has settled all M&A loans】Tianqi Lithium announced that it has repaid all the remaining principal amount of about US$1.129 billion in the M&A loan and related interest and expenses. At this point, the company has settled all the M&A loans.
【Haimuxing: Net profit in the first half of the year increased by 190% year-on-year】 Haimuxing released its semi-annual report, achieving operating income of 1.195 billion yuan in the half year of 2022, an increase of 116.29% year-on-year; net profit attributable to the mother of 94.3147 million yuan, an increase of 189.84% year-on-year; basic earnings per share of 0.47 yuan. The increase in revenue was mainly due to the increase in the company's orders and the increase in acceptance items in the reporting period. The increase in performance was mainly due to the increase in operating income and the increase in gross profit margin. Small financial note: Q1 net profit of 11.11 million yuan, according to this calculation, Q2 net profit of 83.2 million yuan, an increase of 649% month-on-month.
Invest & Sign
【Black Cat Shares: Proposed 1.705 billion yuan to invest in the construction of carbon-based material integration projects and superconducting carbon black projects】 Black Cat Shares announced that the company will take Black Cat Carbon as the main body of the project and invest in a new "carbon-based material integration project with an annual output of 80,000 tons", the project is expected to invest a total of 1.284 billion yuan, which will be built in two phases, of which the first phase will build 40,000 tons / year coal needle coke, 3200 tons / year fine anthracene, 1300 tons / year carbazole production capacity; The second phase of construction of 40,000 tons / year coal needle coke production capacity. The company will take black cat nanomaterials as the main investment body, invest in the new "50,000 tons / year superconducting carbon black project", the project is expected to invest a total of 421 million yuan, divided into three phases, of which the first phase of construction of an annual output of 20,000 tons of superconducting carbon black production capacity, the second phase of construction of an annual output of 20,000 tons of superconducting carbon black production capacity, the third phase of construction of an annual output of 10,000 tons of superconducting carbon black production capacity.
【Chenming Paper: BOCOM Investment and Interchange Chenming Fund intend to increase the capital of the subsidiary by a total of 1 billion yuan】 Chenming Paper announced that it intends to introduce BOCOM Financial Asset Investment Co., Ltd. and Interchange Chenming Help (Suzhou) Emerging Industry Development Fund Partnership (Limited Partnership) to increase the capital of its subsidiary Zhanjiang Chenming Pulp and Paper Co., Ltd., with a total capital increase of 1 billion yuan.
【Keda Manufacturing: Signed a global strategic cooperation framework agreement with Shenzhen Venture Capital】Keda Manufacturing announced that the company and Shenzhen Venture Capital initially reached a consensus on the strategic cooperative relationship of industrial investment and venture capital in the fields of high-end equipment manufacturing, new energy, new materials and other fields in the world, and the two sides signed the "Global Strategic Cooperation Framework Agreement" on July 28 based on the willingness to cooperate.
【Xiantan Shares: Signed a Strategic Cooperation Agreement to Promote the Development of the Whole Industry Chain of Prepared Vegetables】 Xiantan Shares announced that the company signed the "Strategic Cooperation Agreement" with Qingdao AUCMA Cold Chain Integration Co., Ltd. and Asaypu (Qingdao) Economic and Trade Development Co., Ltd. This cooperation grasps the outlet of the prefabricated vegetable industry and the development opportunity of RCEP, builds a sound cold chain logistics system for prefabricated vegetables around the product characteristics of prefabricated dishes, improves the various links of prefabricated dishes from the field to the table, and reduces the cost and efficiency of warehousing and transportation of prefabricated dishes through technology research and development. Take the lead in building an RCEP prefabricated vegetable industry base and promote the development of the whole industrial chain of prefabricated vegetables.
【Zhangzhou Development: Subsidiary and Telian Establish Joint Venture Company】Zhangzhou Development Announced that Zhangfa New Energy, a wholly-owned subsidiary of the company, and Fujian Zhangzhou Development Automobile Group, a wholly-owned subsidiary of the company, signed a "Joint Venture Agreement" with Telai, agreeing to jointly invest in the establishment of "Zhangzhou Zhangfa Tel. This foreign investment will jointly develop business in the field of new energy vehicle charging facilities in Zhangzhou to achieve mutual benefit and win-win results.
Hubei Yihua announced that the company intends to increase the capital of Xinjiang Yihua by converting its 1 billion yuan entrusted loan debt to Xinjiang Yihua into the equity of Xinjiang Yihua, and another shareholder of Xinjiang Yihua, Yichang Xinfa Industrial Investment Co., Ltd., waives the right to pre-emptively subscribe to Xinjiang Yihua. After the completion of the debt-to-equity swap, the registered capital of Xinjiang Yihua was changed to 4.5 billion yuan, and the company's shareholding ratio in Xinjiang Yihua was changed from 19.9% to 35.6%.
【China Merchants Shekou: Signed a Strategic Cooperation Agreement with China Merchants Ping An Assets】China Merchants Shekou announced that it has signed a "Strategic Cooperation Agreement" with China Merchants Ping An Assets, and the two sides intend to establish a strategic cooperative relationship in the fields of optimizing resource allocation, revitalizing existing assets, and bailing out distressed housing enterprises, and China Merchants Ping An Assets will coordinate its management of partnerships to pay no more than 4 billion yuan of cooperation intentions to the Company.
【Chujiang New Material: Holding subsidiary intends to invest in the construction of tantalum carbide industrialization project】Chujiang New Material announced that the holding subsidiary Dingli Technology intends to invest in the construction of tantalum carbide industrialization project with its own funds of 29.41 million yuan. The project plans to develop tantalum carbide (TaC) coated graphite for silicon carbide (SiC) single crystal growth, which is an important consumable component for diversion in SiC growth equipment.
Changes in equity
【Yahua Group: Xingsheng Lithium intends to acquire 70.59% of the equity of Pude Technology】Yahua Group announced that Xingsheng Lithium intends to use the basic purchase price and additional purchase price. The total consideration did not exceed US$92.9047 million to acquire a 70.59% stake in Pude Technology, thereby indirectly holding a 60% stake in KMC Corporation, a subsidiary of Pude Technology Holdings, which owns 100% of the mineral rights in pegmatite polymetallic mines such as lithium tin tantalum niobium beryllium and beryllium in the Kamativi Mining Area in North Matabeleland, west Zimbabwe.
【Yongfu Shares: Proposed to Transfer 40% equity of Times Yongfu to Ningde Times】Yongfu Shares announced that it intends to transfer 40% of the equity of Times Yongfu Technology Co., Ltd., a shareholding company, to NINGDE Times at a price of 46.9505 million yuan.
【Insai Group: Insai Investment intends to transfer 5% of the shares to Liu Xiaowei at a price of 17.41 yuan per share】 Insai Group announced that the shareholder Insai Investment intends to transfer 5.5 million shares of Insai Group held by it to Mr. Liu Xiaowei by way of an agreement transfer, accounting for 5.0044% of the total share capital of the company. The price of the share agreement transfer was RMB17.41 per share, and the total price of the share transfer was RMB95.755 million.
Increase or decrease & repurchase
【Heli Technology: Daixi Investment intends to reduce its shareholding by no more than 3%】 Heli Technology announced that the company's shareholder, Shanghai Daixi Investment Management Co., Ltd. - Daixi Strategic Emerging Industry Growth No. 1 Private Securities Investment Fund, plans to reduce its shareholding in the company by no more than 4.704 million shares, not more than 3% of the company's total share capital.
[Haixin Food: The actual controller intends to reduce its shareholding by no more than 4.9%] Haixin Food announced that the actual controllers Teng Yongxiong, Teng Yongwei, Teng Yongzhuang and Teng Yongyan intend to reduce their holdings by no more than 4.9%.
【Ligao Food: Zhao Jian intends to reduce his shareholding by no more than 3%】 Ligao Food announced that Zhao Jian intends to reduce his shareholding by no more than 3%.
【Rongzhi Rixin: Shareholders intend to reduce their holdings by no more than 2% of the shares in total】 Rongzhi Rixin announced that due to the shareholders' own capital needs, Shiyue He'an and October Wuxun plan to reduce their holdings by a total of no more than 1.0973 million shares (that is, not more than 2% of the total share capital of the listed company) through centralized bidding and block trading.
Business & Performance
【China Grain Stream: Net profit in the first half of the year increased by 40% year-on-year In the report, it is proposed to 10 paisa 12 yuan】 China Grain Logistics disclosed its semi-annual report, and in the first half of the year, the company achieved operating income of 7.228 billion yuan, an increase of 28.98%; the net profit attributable to the mother was 1.542 billion yuan, an increase of 40.04% year-on-year; and the basic earnings per share were 1.09 yuan. It is proposed to pay a cash dividend of 12.00 yuan (including tax) to all shareholders for every 10 shares, for a total of 1.703 billion yuan (including tax). Small financial note: Q1 net profit of 624 million yuan, according to this calculation, Q2 net profit of 918 million yuan, an increase of 47% month-on-month.
【Qingyi Optoelectronics: Net profit in the first half of the year pre-increase 79%-93%】Qingyi Optoelectronics released the 2022 semi-annual performance forecast, and the company expects to achieve a net profit attributable to the mother in the first half of the year of 37 million yuan to 40 million yuan, an increase of 78.71% to 93.20% year-on-year. Although the net profit of the Shenzhen parent company in the reporting period declined compared with the same period last year, the subsidiary Hefei Qingyi Optoelectronics Co., Ltd. achieved profitability during the reporting period due to the rapid growth of production and marketing scale due to the release of production capacity, which drove the company's overall sales and net profit to rise sharply year-on-year. Small financial note: Q1 net profit of 13.28 million yuan, according to this calculation, Q2 net profit of 23.72 million yuan - 26.72 million yuan, an increase of 79% - 101% month-on-month.
【Yaxiang Integration: Net profit in the first half of the year increased by 468%】 Yaxiang Integration announced the 2022 semi-annual report, in which the company achieved operating income of 968 million yuan in the reporting period, down 1.21% year-on-year; the net profit attributable to the shareholders of the listed company was 22.03397 million yuan, an increase of 468.10% year-on-year. Small financial note: Q1 net profit of 5.07 million yuan, according to this calculation, Q2 net profit of 16.96 million yuan, an increase of 235% month-on-month.
[Hebang Biologics: Net profit in the first half of the year was 2.635 billion yuan, an increase of 188.8% year-on-year] And Bang Bio disclosed that in the semi-annual report, the company's operating income in the half year of 2022 was 7.479 billion yuan, an increase of 89.36% year-on-year; the net profit attributable to the mother was 2.635 billion yuan, an increase of 188.8% year-on-year; and the basic earnings per share were 0.30 yuan. During the reporting period, the price of the main product increased, as well as the expansion of customers, and the increase in sales. Small financial note: Q1 net profit of 1.043 billion yuan, according to this calculation, Q2 net profit of 1.592 billion yuan, an increase of 53% month-on-month.
[Zhongneng Electric: net profit in the first half of the year pre-increase 77%-166%] Zhongneng Electric disclosed the 2022 half-year performance forecast, and it is expected to achieve a net profit attributable to the shareholders of listed companies in the half year of 2022 of 21 million yuan - 31.5 million yuan, an increase of 77.22% - 165.83% year-on-year. During the reporting period, the company comprehensively focused on the main business, actively developed the power market, strengthened internal fine management, and seized the opportunity for the development of the new energy industry, the main business income increased compared with the same period last year, and the overall profitability level improved. Small financial note: Q1 net profit of 10.61 million yuan, according to this calculation, Q2 net profit of 10.39 million yuan - 20.89 million yuan, a month-on-month change of -2% - 97%.
【Beijing Junzheng: Net profit in the first half of the year pre-increase of 36.88% – 51.29%】 Beijing Junzheng announced that it expects net profit in the first half of the year to be 486 million yuan - 537 million yuan, an increase of 36.88% – 51.29% year-on-year. During the reporting period, the automotive, industrial, medical and other industries maintained a good demand trend, and the company's sales revenue in the industry market achieved a good year-on-year increase; At the same time, affected by the decline in consumer market demand, the company's sales revenue for the consumer market declined year-on-year. Small financial note: Q1 net profit of 232 million yuan, according to this calculation, Q2 net profit of 254 million yuan - 305 million yuan, an increase of 9% - 31% month-on-month.
【Fengyuan shares: net profit in the first half of the year 94.42 million yuan increased by 316%】 Fengyuan shares released a semi-annual report, the company's operating income in the half year of 2022 was 710 million yuan, an increase of 126.05% year-on-year; the net profit attributable to the mother was 94.4203 million yuan, an increase of 316.02% year-on-year; and the basic earnings per share were 0.53 yuan.
【Tapai Group Performance Express: Net profit in the first half of the year was 175 million yuan, down 81% year-on-year】 Tapai Group released a performance express report, the operating income in the half year of 2022 was 2.593 billion yuan, down 28.64% year-on-year; the net profit attributable to the mother was 175 million yuan, down 80.9% year-on-year; and the basic earnings per share were 0.15 yuan. In the first half of this year, affected by the repeated epidemics and the cumulative effect of real estate regulation, cement demand declined, the peak season was not strong, and since May, due to the continuous rainy weather in Guangdong, the project is difficult to construct, and the demand for cement has worsened. As a result, the company's cement sales in the reporting period fell by 27.80% year-on-year; affected by the decline in cement demand, cement prices continued to decline, and the company's cement sales price in the reporting period fell by 4.24% year-on-year; coal prices continued to maintain a high price state during the reporting period, resulting in the average sales cost of cement of the company increasing by 25.78% over the same period of the previous year. Small financial note: Q1 net profit of 0.5 billion yuan, according to this calculation, Q2 net profit of 120 million yuan, an increase of 140% month-on-month.
【Zhou Dasheng Performance Express: Net profit in the first half of the year fell by 4.07%% year-on-year】 Zhou Dasheng released a performance express report, with an operating income of 5.097 billion yuan in the first half of the year, an increase of 82.79% year-on-year; net profit of 585 million yuan, down 4.07% year-on-year.
【Zhongyi Technology: Net profit in the first half of the year increased by 16.52%】Zhongyi Technology: Operating income in the first half of the year was 1.407 billion yuan, an increase of 46.7% year-on-year; net profit was 223 million yuan, an increase of 16.52% year-on-year.
【Daan Gene Performance Express: Net profit in the first half of the year was 3.557 billion yuan, an increase of 122.59%] Daan Gene disclosed the semi-annual performance express, the company achieved a total operating income of 6.676 billion yuan in the first half of the year, an increase of 91.68%; the net profit attributable to the mother was 3.557 billion yuan, an increase of 122.59% year-on-year; and the basic earnings per share were 2.5343 yuan. During the reporting period, the market demand for the new coronavirus (2019-nCoV) nucleic acid detection kits, nucleic acid detection instruments and related consumables continued, which had a positive impact on the company's performance.
【Jinmolybdenum shares performance express: net profit in the first half of the year increased by 170.12%】 Jinmolybdenum shares released a performance express report, the operating income of the half year of 2022 was 4.897 billion yuan, an increase of 29.85% year-on-year; the net profit attributable to the mother was 652 million yuan, an increase of 170.12% year-on-year; and the basic earnings per share were 0.20 yuan.
[Sunbeam Optoelectronics: Net profit in the first half of the year pre-dropped by 52%-62%] Shin Kong Optoelectronics announced that it is expected to achieve a net profit attributable to the owners of the parent company in the half year of 2022 of 4.8 million yuan to 6 million yuan, down 52.29% to 61.83% year-on-year. Small K note: Q1 loss of 8.86 million yuan, according to this calculation, Q2 net profit of 13.66 million yuan - 14.86 million yuan.
[ST Omar: net profit in the first half of the year 156 million yuan year-on-year turnaround] ST Omar disclosed the semi-annual report, the company's operating income in the half year of 2022 was 3.927 billion yuan, down 18.3% year-on-year; the net profit attributable to the mother was 156 million yuan, a loss of 256 million yuan in the same period last year, a year-on-year turnaround; and the basic earnings per share were 0.14 yuan.
Contract & Project Bid
【Sente Shares: Won the bid for 311 million yuan of engineering projects accounted for about 10% of last year's revenue】 Sente Shares announced that the company won the bid for the metal roofing project of the first bidding project of the first bidding section of the Hohhot New Airport Terminal Area loan from the New Development Bank, with a winning bid amount of 311 million yuan, accounting for about 10% of the company's audited operating income in 2021.
[Zhongneng Electric: Won the bid for about 65.26 million yuan of photovoltaic and energy storage EPC general contracting projects] Zhongneng Electric announced that its subsidiary Zhongneng Xiangrui recently won the bid for a number of photovoltaic and energy storage EPC general contracting projects, with a total amount of 65.2606 million yuan.
【Jianghe Group: Won the bid for the public area and underground garage decoration project of the north plot of the second phase of the South Lake Tianzhu Phase II】 Jianghe Group announced that the holding subsidiary Beijing Gangyuan Building Decoration Engineering Co., Ltd. recently won the bid for the public area and underground garage decoration project of the north plot of the second phase of The South Lake Tianzhu Real Estate Co., Ltd. of Yueyang Nanhu Tianzhu Real Estate Co., Ltd. through public bidding, with the winning bid amount of 52 million yuan, accounting for about 0.25% of the company's operating income in 2021. The project is located in Yueyang City and is expected to last 180 days.
【Kemet Gas: Signed Xenon Single Batch Procurement Contract】Kemet Gas Announced that Yueyang Kai, a holding subsidiary, signed the "Xenon Single Batch Procurement Contract" of Meite Electronics Special Rare Gas Co., Ltd., and the "Xenon Single Batch Purchase Contract" signed this time is a daily operation and sales contract, and the product is high-purity xenon, with a total of 48 million yuan.
Financing & Fixed Increase
【Aofei Data: Proposed additional capital of not more than 1.3 billion yuan】 Aofei Data announced that the proposed additional capital will not exceed 1.3 billion yuan for the new generation of cloud computing and artificial intelligence industrial park (Langfang Gu'an Building B and C) project, the digital wisdom industrial park (Guangzhou Nansha Building A) project, supplementary working capital and repayment of bank loans.
Stock price changes
[Three board Mingzhi electric appliances: the company's mobile robot-related business revenue accounted for a relatively low overall revenue] Mingzhi electric appliances issued a change announcement, recently, the company paid attention to the media to associate the company with robot-related market hotspot concepts. After the company's self-examination, the company's mobile robot related business mainly involves the company's control motor and its drive system business segment of the main subsidiaries, the products are mainly used in logistics warehousing service robots (AGV/ AMR), commercial service robots and industrial service robots. In 2021, the operating income of the company's mobile robot-related business was 103 million yuan, accounting for 3.8% of the company's operating income; the company's mobile robot-related business revenue accounted for a relatively low proportion of the company's overall operating income, which will not have a significant impact on the company's current operating performance.
【Triple board style shares: Jingying photoelectric polysilicon accounted for more than 50%】 Fengfan shares issued a stock price change announcement, the current product structure of Suzhou Jingying Optoelectronics Technology Co., Ltd., polycrystalline silicon accounted for more than 50%, the current development of the photovoltaic industry to monocrystalline silicon, high-purity silicon as the mainstream direction, polysilicon and related products Of the market there is a possibility of being gradually compressed, or even eliminated. If this trend continues further, the operation of Jingying Optoelectronics will face greater challenges.
【Huayang shares: the main equipment of the cell project involved in the company's sodium-ion battery has not yet been debugged】Huayang shares issued an announcement of stock price changes, as of the disclosure date of this announcement, the main equipment of the cell project involved in the company's sodium-ion battery has been installed, has not yet completed commissioning, the project has not yet been put into production, and has not yet generated any income.
other
【Yellow River Cyclone: CVD Cultivated Diamond Production Method and Third Generation Semiconductor Development Technology is still in the Research and Development Stage】 Yellow River Cyclone Announcement, Replying to Media Concerns: The Cultivated Diamond Industrialization Project is a key development project in Changge City, and on July 26, 2022, the company participated in the 2022 Key Project and "Three Batches" Project Observation Activity in Xuchang City. On April 7, 2022, the company issued a pre-increase plan, with the total amount of funds raised not less than 800 million yuan and not more than 1.05 billion yuan, mainly used for cultivating diamond industrialization projects. The company has set up a CVD laboratory, mainly to develop diamond application technology. At present, the company's production and cultivation methods are mainly high temperature and high pressure method, CVD cultivation diamond production method and the development technology of the third generation of semiconductors are still in the research and development stage, and no industrialization has been formed, and there are still uncertainties in the future whether to form industrialization.
【Bohai Chemical: Subsidiary PDH device temporarily suspended due to failure】 Bohai Chemical announced that the PDH device of its wholly-owned subsidiary was temporarily suspended due to failure, and the suspension time is expected to be about 3 days.
【XCMG Machinery: The company's shares are continuously suspended until the implementation of the cash option] XCMG Machinery announced that the company's shares will be suspended continuously until the cash option is implemented.
Zhongjin Lingnan announced that the company received the "Notice of Selection" from the managers of 20 companies, including Dongying Fangyuan Nonferrous Metals Co., Ltd., and the company won the "One For One" selection of the reorganization investors in the substantive merger and reorganization case of 20 companies including Fangyuan and other companies, and became the reorganization investor of 20 companies including Fangyuan.
【Nanjing Xinbai: Will launch the key registered clinical trial of Sipeucel-T injection Phase III. in the near future】Nanjing Xinbai announced that Shanghai Danrui, a holding subsidiary, will launch the key registered clinical trial of Sipeucel-T injection Phase III in the near future.
[Jianyou shares: obtained the US FDA injection vancomycin hydrochloride drug registration approval] Jianyou shares announced that the company received a notice from the US FDA on July 27, the company declared to the US FDA the application for vancomycin hydrochloride for injection, 5g / bottle, 10g / bottle and ANANDA application was approved.
This article originated from the Financial Associated Press