Macro news
1. The first report of the series of reports on the economic situation of "comprehensively promoting Chinese-style modernization" was held in Beijing on the 19th, Zheng Shajie, director of the National Development and Reform Commission, said that it is necessary to focus on the central task of economic construction and the primary task of high-quality development, adhere to the principle of "seeking progress in stability, promoting stability with progress, and establishing first and then breaking", increase macroeconomic regulation and control, and continue to promote the economy to achieve effective qualitative improvement and reasonable quantitative growth.
2. The Secretary for Financial Services and the Treasury of the Hong Kong Special Administrative Region Government, Mr Hui Ching-yu, announced the "New Capital Investment Entrant Scheme" on the 19th. Under the Scheme, eligible applicants who invest HK$30 million or more in Hong Kong may apply to enter Hong Kong. Hong Kong's Secretary for Financial Services and the Treasury, Christopher Hui, said that the Capital Investment Entrant Scheme is expected to bring in $120 billion in new funds every year.
3. The State Council approved the "Land and Spatial Planning of Jilin Province (2021-2035)". By 2035, the amount of cultivated land in Jilin Province will not be less than 109.44 million mu, of which the protected area of permanent basic farmland will not be less than 82.01 million mu, the area of ecological protection red line will not be less than 53,600 square kilometers, the expansion multiple of urban development boundaries will be controlled within 1.3 times the scale of urban construction land based on 2020, and the total amount of water consumption will not exceed the target set by the state, of which 13.73 billion cubic meters will not exceed in 2025.
Industry news
1. Xiaomi Group issued a statement on malicious leaks and rumors related to Xiaomi Auto, and three employees of Xiaomi Auto participated in the seminar of investment institutions without permission, which seriously violated the "Code of Conduct for Employees of Xiaomi Group" and the confidentiality obligations stipulated by the company.
2. According to a recent report released by a global market research agency, BYD's market share of pure electric vehicles (excluding Denza) has caught up with Tesla, with both market shares of 17% in the third quarter. In fact, Tesla's deliveries in the third quarter fell by 6.7% quarter-on-quarter, while BYD's deliveries of pure electric models increased by 22.5% quarter-on-quarter. According to this trend, BYD is still expected to surpass Tesla in the fourth quarter and become the global pure electric sales champion.
3. A number of Hainan locals confirmed to reporters that on the afternoon of December 18, the housing and urban-rural development department of Haikou City, the provincial capital, held a meeting to "verbally convey" policy changes to local real estate companies. The contents mainly include: the adjustment of the core purchase restriction area, the cancellation of the divorce purchase limit, the adjustment of the scope of talent introduction, the cancellation of the restriction on the purchase of residential housing by enterprises, and the cancellation of the restriction that the area of office space purchased by a single buyer in the same project shall not be less than 150 square meters.
4. The State Administration of Financial Supervision and Administration issued a reply on the issuance of capital instruments by IB. According to the reply, it is agreed that IB will issue capital instruments of no more than 130 billion yuan. IB may, within the approved quota, decide on the specific instrument variety, issuance time, batch and scale, and complete the issuance within 24 months after approval.
5. Yesterday, the market circulated that "the direct cause of this round of decline is that the fund with a three-year closed period is opened, and the people are redeeming." CITIC Securities' calculation of the current weekly fund size net redemption of 0.6%" small composition, in this regard, CITIC Securities Chief Strategy Analyst Qiu Xiang refuted the rumors, he said that (in the research report) the redemption rate is research data, the so-called calculation is a joke without common sense.
6. According to the notice of the National Development and Reform Commission, from 24 o'clock on December 19, domestic gasoline and diesel were reduced by 415 yuan and 400 yuan per ton respectively, which is also the sixth consecutive reduction in domestic refined oil prices. The national average is that No. 92 gasoline is reduced by 0.33 yuan per liter, No. 95 gasoline is reduced by 0.34 yuan per liter, and No. 0 diesel is reduced by 0.34 yuan per liter. According to the estimation of the 50L capacity of the fuel tank of the average family car, it will cost 16.5 yuan less to fill up a tank of 92 gasoline.
7. On December 19, in response to the recent rumors that Ping An Securities and Founder Securities may merge, Ping An responded to reporters that the company will start from the maximization of shareholder value and steadily promote the resolution of relevant problems in accordance with the regulations and guidelines of the relevant regulatory authorities.
8. According to reports, ASML will launch 2nm process node manufacturing equipment in the next few months, and plans to produce 10 2nm devices in 2024, of which Intel has procured. In the coming years, ASML plans to increase the production capacity of such chip manufacturing equipment to 20 units per year.
Company News
1. Zhongxin Fluorine Materials issued an announcement on stock price changes, and there is great uncertainty about the impact of DFBP products on the company's future and subsequent annual performance.
2. Kweichow Moutai announced that it donated 15 million yuan to the Gansu Charity Federation for earthquake relief.
3. Chihong Zinc Germanium announced that it plans to acquire 100% equity of Qinghai Hongxin for 1.092 billion yuan.
4. Lily shares announced that GF Xinde intends to reduce its holdings of no more than 1.01% of the company's shares.
5. Shentong Express announced that the revenue of express service business in November was 3.969 billion yuan, a year-on-year increase of 25.39%.
6. SF Holdings announced that the total revenue of express logistics business, supply chain and international business in November was 23.608 billion.
Global Markets
1. The three major U.S. stock indexes collectively closed higher, with the Dow up 0.68%, the Nasdaq up 0.66%, and the S&P 500 up 0.59%. Among them, the Nasdaq and the Dow Jones have risen for nine consecutive days, the Dow Jones has continued to hit new highs, and the Nasdaq and S&P 500 have continued to hit new highs since February last year. Most of the big tech stocks rose, with Meta, Tesla, and Netflix rising more than 1%, Microsoft, Google, and Apple rising slightly, while Nvidia and Amazon fell slightly. Major European stock indexes collectively closed higher, with Germany's DAX 30 index rising 0.58%.
2. The settlement price of international crude oil futures rose by more than 1%. The January contract for WTI crude oil futures rose 1.34%, and the February contract for Brent crude futures rose 1.64%.
3. The settlement price of COMEX February gold futures closed up 0.57%, and the settlement price of COMEX March silver futures closed up 0.89%.
Investment Opportunity Reference
1. This component may shine in the era of humanoid robots
The agency pointed out that tactile perception is the basis for humanoid robots to enter the home, interact safely with humans, and operate various objects dexterously. Flexible tactile sensors (electronic skins) allow robots to have human-like touch, which may shine in the era of humanoid robots.
E-skin is an artificial intelligence skin composed of multiple sensors that mimics the tactile ability of human skin and can sense pressure, humidity and temperature, and can be widely used in robotics, wearables and medical fields. Hongze research report pointed out that a single humanoid robot can be used up to 1-2 square meters of electronic skin, and the current monthly output of electronic skin is only 5000-6000 square meters, because consumer electronics is sensitive to cost, so it is difficult to open the market, the future of humanoid robots will significantly improve the electronic skin market space.
2. Baidu's patent application is published, which can give digital people different personalities
On December 19, Baidu Online Network Technology (Beijing) Co., Ltd. applied for a patent for "digital human generation method and device" was announced. The abstract shows that the digital humans generated by this embodiment can be endowed with different personalities, so that they can express their consciousness and emotions like humans, and communicate and interact with humans more naturally.
Different from IP-based digital humans, AI digital humans have stronger "professional qualities" required to interact in business, finance, live broadcasting, media, education, and other fields. According to iiMedia Consulting data, since 2018, the AI digital human industry has entered a period of rapid development, and the number and amount of investment and financing have achieved rapid growth, becoming a popular track for capital layout. Huatai Securities believes that the rapid iteration of AI technology will also bring strong empowerment to the virtual digital human industry, and the market size of the AI+ virtual digital human industry is expected to grow rapidly, moving towards a new stage of tooling, systematization and low cost.
3. Huawei and China Mobile jointly build provincial 5G RedCap network coverage
In response to China Mobile's 23-year RedCap 50 city opening plan and building a competitive and perceptual 5G IoT network, China Mobile Tianjin and Huawei recently launched 5G RedCap for the entire network, making Tianjin the country's first provincial RedCap IoT city, setting a model for other key provinces and cities to open up their networks.
The 3GPP Release 17 freeze first proposed RedCap technology, which means that 5G has entered a new stage, that is, the 5G-Advanced stage. CICC said that the 3GPP plan Rel-18 will complete the protocol design in March 2024, and the industrial development of 5G-A is expected to gradually open in 2024.
4. The number of fans of Dongfang's Douyin account returned to 30 million
New Oriental Education Technology (Group) Co., Ltd. issued a notice on December 18: Dong Yuhui was appointed as the cultural assistant to the chairman of New Oriental Education and Technology Group, and concurrently served as the vice president of New Oriental Cultural Tourism Group, and the number of fans of Dongfang's Douyin account returned to 30 million. Affected by the previous turmoil, the Dongfang Selection account lost more than 2 million followers within a week, and once fell below 28.4 million.
According to the third-party data disclosed by New Oriental, there is no significant damage to the overall operation of short-term GMV and core business, and the daily sales of the company's self-operated products in Douyin stores exceeded 62 million yuan on December 14, a record high in the past two years. Analysts believe that the core KOL is the early curve overtaking of live broadcast e-commerce, the traffic pillar of the brand breaking the circle, Dongfang Selection is experiencing the process of transformation from live broadcast IP to platform, the dependence on a single channel is too high or there is a large business risk, KOL multi-level matrix building, multi-platform channel operation is the direction of the steady operation of the e-commerce platform.
Suspension
not
Resumption of trading
002482 *ST Hirota
000796 *ST Caesar
【Hot Spots】
NIO: Received a new round of strategic investment of US$2.2 billion from CYVN, an Abu Dhabi investment institution
NIO announced on the Hong Kong Stock Exchange on December 18 that the Company has entered into a share subscription agreement with CYVN Holdings L.L.C ("CYVN Holdings") through its affiliate, CYVN Investments RSC Ltd (the "Investor" or "CYVN"). CYVN is an investment arm headquartered in Abu Dhabi. Pursuant to the Share Subscription Agreement, CYVN will invest a total cash amount of US$2.2 billion to subscribe for 294 million newly issued Class A ordinary shares of the Company at a purchase price of US$7.50 per Share (the "December Investment Transaction"). After the completion of this investment, NIO and CYVN will continue to jointly carry out strategic and technical cooperation in the international market. In July this year, CYVN completed a strategic investment totaling about US$1.1 billion through a private placement of new shares and the transfer of old shares.
诺泰生物:司美格鲁肽生药取得FDA FA Letter
Nuotai Biotech (688076) announced on the evening of December 18 that recently, the company received the DMF First Adequate Letter (hereinafter referred to as "FA Letter") issued by the U.S. Food and Drug Administration (hereinafter referred to as "FDA"). The FA letter obtained from the FDA this time indicates that the company's semaglutide API has passed the technical review, and its quality has been recognized by the FDA, which can meet the current ANDA application requirements of related preparation customers. In view of the fact that the compound patent in the U.S. market has not yet expired, the company's semaglutide API is currently mainly supplied to the R&D needs of downstream preparation customers. If the downstream preparation customer ANDA is approved, the company's semaglutide API still needs to wait for the patent to expire before it can be commercially sold.
Aoya shares: The signing of the computing power server procurement contract has no significant impact on the company's current operating performance
Aoya shares (300949) on the evening of December 18 issued an announcement on abnormal fluctuations in stock trading, the company's intelligent computing business is still in the early stage of start-up, has not yet contributed to the operating income, the subsidiary signed the "computing server procurement contract" has no significant impact on the company's current operating performance;
Insai Group: It is expected that hot issues such as AIGC, short dramas, and Yuanmengxing will have little impact on the company's 2023 annual results
Insai Group (300781) announced on the evening of December 18 that recently, hot spots such as AIGC, short dramas, and Yuanmeng Star have received widespread attention from investors. The company's recently released InsightGPT is only an internal beta version, which has not yet been commercialized and has not generated revenue, and will face related risks such as technology iteration and market competition in the follow-up technology research and development, application and operation process, and there is great uncertainty about whether it can achieve the expected results in the future The above events are expected to have a small impact on the company's 2023 annual results.
Inner Mongolia Xinhua: The "One Brain" project is the company's internal management system and does not involve the concept of AI
Inner Mongolia Xinhua (603230) announced on the evening of December 18 that the company's "One Brain" project is a sub-project of the fundraising project "Smart Operation Management System Upgrade Project", with an investment of less than 100,000 yuan. This project is the company's internal management system, which cannot directly bring profits, does not involve the concept of AI, and the company does not belong to the concept of digital elements. Regarding the public opinion of short videos, the company only opened an account on the short video platform for publishing news such as product promotion and publicity, but did not involve the short video business.
Rock shares: The company and Haiyin Holdings only have liquor sales business and no other business dealings
Rock shares (600696) on the evening of December 18 disclosed the announcement of stock trading changes, recently, the company's related party Haiyin Holdings Co., Ltd. share price fluctuations have fluctuated. Up to now, the company and Haiyin Holdings and its subsidiaries only have liquor sales business, with a transaction amount of 48,800 yuan, except for the above business, the company has no other business dealings with Haiyin Holdings. In addition, the company intends to repurchase all the shares for employee stock ownership plans or equity incentives, and the total amount of funds to be repurchased shall not be less than 60 million yuan and not more than 100 million yuan, and the repurchase price shall not exceed 32.60 yuan per share.
【M&A】
Huada Technology: Planning to acquire 54.2% of the shares of Jiangsu Hengyi, the stock was suspended
Huada Technology (603358) announced on the evening of December 18 that the company is planning to issue shares and pay cash to purchase 54.20% of the equity of Jiangsu Hengyi Industrial Technology Co., Ltd. (hereinafter referred to as "Jiangsu Hengyi"), a holding subsidiary of the company, held by 7 shareholders of Ju Xiaoping and raise matching funds. This transaction will not lead to a change in the actual controller of the company. Trading in the company's shares will be suspended from the market open on Tuesday, December 19, and the suspension is expected to last no more than 10 trading days.
【Business Performance】
Gansu-Guangdong Expressway: The revenue of vehicle traffic services in November was about 285 million yuan
Ganyue Expressway (600269) announced on the evening of December 18 that the company's vehicle traffic service revenue in November 2023 will be about 285 million yuan.
[Increase, decrease, repurchase, etc.]
Jinyu Medical: It is planned to repurchase shares for 50 million yuan to 100 million yuan
Jinyu Medical (603882) announced on the evening of December 18 that the company intends to repurchase the company's shares through centralized bidding transactions for the implementation of equity incentives. The total amount of repurchase funds shall not be less than 50 million yuan and not more than 100 million yuan, and the repurchase price shall not exceed 80 yuan per share.
Kuang-Chi Technology: plans to repurchase shares from 50 million yuan to 100 million yuan
Kuang-Chi Technology (002625) announced on the evening of December 18 that it intends to repurchase shares with its own funds of 50 million yuan to 100 million yuan for follow-up employee stock ownership plans or equity incentives. The price of the repurchased shares does not exceed 21.52 yuan per share.
Qixin Group: plans to repurchase shares for 30 million yuan to 60 million yuan
Qixin Group (002301) announced on the evening of December 18 that it intends to use its own funds to repurchase shares for 30 million yuan to 60 million yuan through centralized bidding transactions for the implementation of equity incentives or employee stock ownership plans. The repurchase price is not more than 10.50 yuan per share.
Kehua data: The controlling shareholder Kehua Weiye plans to increase its holdings by 30 million yuan to 60 million yuan
Kehua Data (002335) announced that the company's controlling shareholder, Xiamen Kehua Weiye Co., Ltd. (hereinafter referred to as "Kehua Weiye"), intends to increase its holdings by 30 million yuan to 60 million yuan. There is no price range for this increase.
New Taizheng: Some directors and executives plan to increase their holdings by no less than 10.7 million yuan
New Taizheng (002968) announced on the evening of December 18 that some directors and senior managers plan to use their own funds and self-raised funds to increase their holdings of the company's shares through centralized bidding, with a total increase of not less than 10.7 million yuan.
Canrui Technology: It is planned to repurchase shares for 20 million yuan to 40 million yuan
Canrui Technology (688061) announced on the evening of December 18 that the company intends to repurchase the company's shares in a centralized bidding transaction, with a total amount of funds to be repurchased not less than 20 million yuan and no more than 40 million yuan, and the repurchase price not exceeding 50 yuan per share.
Garden shares: It is planned to repurchase shares for 5 million yuan to 10 million yuan
Garden shares (605303) announced on the evening of December 18 that the company intends to repurchase shares for the implementation of employee stock ownership plans or equity incentives, and the total amount of funds to repurchase shares is not less than 5 million yuan, not more than 10 million yuan, and the repurchase price is not more than 15 yuan per share.
Fuchun dyeing and weaving: The actual controller intends to increase his holdings of the company's shares by 2 million yuan to 6 million yuan
Fuchun Dyeing and Weaving (605189) announced on the evening of December 18 that He Peifu, the controlling shareholder and actual controller of the company, intends to increase his holdings of the company's shares through the Shanghai Stock Exchange system with his own funds through centralized bidding transactions, and the amount of the increased shares is not less than 2 million yuan and not more than 6 million yuan. The increase is planned to be completed within 6 months from December 19, 2023.
Newtiger: A number of shareholders will reduce their holdings of no more than 3.62% of the company's shares in total
Newtiger (301229) announced on the evening of December 18 that the company's shareholders Qiquan Yida, Huai'an Yida, and Yangzhong Yida, as enterprises controlled by the same manager, Nanjing Yida Equity Investment Management Enterprise (Limited Partnership), hold 5.39% of the company's shares. It plans to reduce its total shareholding in the company by centralized bidding by no more than 1% of the total number of shares of the company, and plans to reduce its total shareholding in the company by block trading by no more than 2% of the total number of shares of the company. In addition, the specific shareholders holding 0.62% of the company's shares intend to reduce their holdings of no more than 0.62% of the company's shares through centralized bidding.
Furande: Xingsheng Partnership intends to reduce its holdings of no more than 3% of the company's shares
Furande (605050) announced on the evening of December 18 that Ningbo Xingsheng Venture Capital Partnership (Limited Partnership) (hereinafter referred to as "Xingsheng Partnership"), a shareholder of 6.39%, intends to reduce its holdings of no more than 1% of the company's shares through centralized bidding transactions, and intends to reduce its holdings of no more than 2% of the company's shares through block trading, with a total reduction ratio of no more than 3% of the company's total shares.
【Refinancing】
Wuxi Zhenhua: It is planned to issue convertible bonds of no more than 900 million yuan for the construction of auto parts production bases and other projects
Wuxi Zhenhua (605319) announced on the evening of December 18 that the company intends to issue convertible bonds to unspecified objects to raise a total of no more than 900 million yuan, which will be used for Zhengzhou Zhenhua Junrun expansion plant project, Shanghai Lingang auto parts production base construction project (phase II) and supplementary working capital.
【Change in Shareholding】
Tianmai Technology: Guo Jianguo, the controlling shareholder, intends to transfer 5.66% of the company's shares
Tianmai Technology (300807) announced on the evening of December 18 that the controlling shareholder Guo Jianguo and Shanghai Xuanding Asset Management Co., Ltd. (on behalf of Xuanding Boyin Private Securities Investment Fund) signed the "Share Transfer Agreement", Mr. Guo Jianguo will hold 3.85 million shares of the company's unrestricted tradable shares (accounting for 5.66% of the company's total share capital) at a price of 25.55 yuan per share, through the transfer of agreement, transferred to Xuanding Boyin Private Securities Investment Fund.
Yuancheng shares: The person acting in concert with the controlling shareholder intends to transfer 5.57% of the company's shares
Yuancheng shares (603388) announced on the evening of December 18 that Hangzhou Beijia Investment Co., Ltd., the concerted action of the company's controlling shareholder Mr. Zhu Changren, intends to transfer 18.13 million shares of the company (accounting for 5.57% of the company's total share capital) to Zhang Jianfei at a price of 8.83 yuan per share by way of agreement transfer, with a total transfer price of 160 million yuan. After completion, the total proportion of shares held by the company's controlling shareholder Zhu Changren and its persons acting in concert was reduced to 21%, and the company's control has not changed.
ST Huke: The controlling shareholder of the company will be changed to Dianyu Holdings, and the actual controller will not change
ST Huke (600608) announced on the evening of December 18 that the company's controlling shareholder, Kunming Trading, transferred its 39,486,300 shares of the company (accounting for 12.01% of the company's total share capital) to Dianyu Holdings at a price of 4.38 yuan per share through agreement transfer. After the completion of this equity change, the controlling shareholder of the company will be changed from Kunming Trading Investment to Dianyu Holdings, and the actual controller will not change, and the change in equity will not touch the tender offer.
【Major Investments】
ST Ruide: The subsidiary plans to invest 182 million yuan in the second phase of the computing power cluster
ST Ruide (600666) announced on the evening of December 18 that according to the company's business development needs, the company's wholly-owned subsidiary invested in the construction of the second phase of the computing power cluster to provide customers with computing power leasing services, with a project investment of about 182 million yuan, and the funds were mainly used to purchase servers, switches, network cards and supporting software and hardware equipment. As of the disclosure date of the announcement, all the servers and related software and hardware required for the construction of the project have arrived, and some equipment has been networked and tested. The company's wholly-owned subsidiary will provide customers with computing power leasing services based on the construction and deployment of the second phase of the computing power cluster.
Huayang Group: plans to invest 1 billion yuan to build "automotive lightweight precision die-casting parts project"
Huayang Group (002906) announced on the evening of December 18 that the company intends to sign the "Changxing Economic and Technological Development Zone Investment Agreement" with the Management Committee of Changxing Economic and Technological Development Zone, and the name of the investment project is "Automobile Lightweight Precision Die-casting Parts Project", the total investment in fixed assets (including land) of the project is expected to be about 1 billion yuan, and the investment in Changxing Economic and Technological Development Zone is responsible for the investment, construction and operation of the project, with a registered capital of about 200 million yuan.
I miss you so much: I plan to increase my capital by 700 million yuan for snacks
I miss you (002582) announced on the evening of December 18 that the company and its wholly-owned subsidiaries invested a total of 700 million yuan in monetary funds to increase the capital of Hunan Snack Busy Commercial Chain Co., Ltd. (hereinafter referred to as "Snack Busy"), and after the completion of the capital increase, the company and its wholly-owned subsidiaries hold a total of 6.64% of the shares of Snack Busy.
Minglida: A wholly-owned subsidiary signed an investment agreement with the Management Committee of Hai'an High-tech Zone
Minglida (301268) announced on the evening of December 18 that Jiangsu Minglida Technology Co., Ltd., a wholly-owned subsidiary, intends to sign the "Supplementary Agreement II to the Investment Agreement" with the Management Committee of Hai'an High-tech Zone, agreeing to build a new "Aluminum Alloy Precision Die Casting Phase II Project" at No. 99 Donghai Avenue West, Hai'an High-tech Zone. In addition, the company plans to set up a subsidiary in Mexico to invest in the construction of an aluminum alloy extrusion production base project, the production of aluminum extrusion profiles, die-casting and plastic structural parts products for the photovoltaic energy storage and new energy automotive industries, as well as the processing of profiles and die-casting structural parts, with a total investment of no more than 100 million US dollars.
Ruineng Technology: The company plans to invest 500 million yuan in the construction of an industrial automation production base
Ruineng Technology (603933) announced on the evening of December 18 that the company plans to invest in the construction of an industrial automation production base in Jiaxing Nanhu Industrial Park, mainly engaged in the research and development and production of inverters and servo motors. The project covers an area of about 65 acres, with a total planned investment of 500 million yuan. At present, the company has only reached a preliminary intention with the Jiaxing Nanhu Management Committee.
SSAW Boutique Hotel: The holding subsidiary plans to set up a private equity investment fund for the hotel industry
Junting Hotel (301073) announced on the evening of December 18 that Junhui Investment, a second-level subsidiary of the company, plans to set up a number of private equity investment funds in the hotel industry, with a total scale of no more than 500 million yuan, of which the total investment of Junhui Investment does not exceed 50 million yuan. Guangdong Zhongbao Jiayun Equity Investment Partnership (Limited Partnership), one of the industrial private equity investment funds, has completed the filing procedures with the Asset Management Association of China on December 15 and obtained the "Private Investment Fund Filing Certificate".
Kanghui Pharmaceutical: It is planned to set up a Qin Pharmaceutical Technology Research Company for 30 million yuan
Kanghui Pharmaceutical (603139) announced on the evening of December 18 that the company plans to invest 30 million yuan and Shaanxi Yuanze Yisheng Information Technology Co., Ltd. to jointly establish a Qin Pharmaceutical Technology Research Company, mainly to carry out the research and development of common technologies of traditional Chinese medicine. The registered capital of Qinyao Technology Research Co., Ltd. is 30.5 million yuan, of which the company contributes 30 million yuan in monetary terms, accounting for 98.36% of the registered capital, and Yuanze Yisheng contributes 500,000 yuan in monetary terms, accounting for 1.64% of the registered capital.
Angel Yeast: It plans to set up a joint venture company in Algeria to expand its business
Angel Yeast (600298) announced on the evening of December 18 that in order to further consolidate and enhance the company's market leading advantage in Africa and strengthen its strategic layout, the company's subsidiary, Angel Yeast (Egypt) Co., Ltd. (hereinafter referred to as "Egypt Company") intends to establish a joint venture with Bosaba Company in Algeria to carry out yeast and food ingredients business. The registered capital of the joint venture is about 1.4 million US dollars, of which 938,000 US dollars is invested by the Egyptian company.
【Winning Contract】
China Chemical: A total of 298.219 billion yuan of contracts were signed in the first 11 months
China Chemical (601117) announced on the evening of December 18 that 3,998 contracts were signed from January to November, with a total contract amount of 298.219 billion yuan.
Beixin Road & Bridge: Jointly won the bid for an EPC general contracting project of about 414 million yuan
Beixin Road and Bridge (002307) announced on the evening of December 18 that the consortium formed by the company, Chongqing Beixin Rongjian Construction Engineering Co., Ltd. (hereinafter referred to as "Beixin Rongjian"), a subsidiary of the company, and Tianjin Municipal Engineering Design and Research Institute Co., Ltd. was identified as the EPC general contractor of the Baishui River Ecological Agriculture Scenic Area and the Red Education Base Project of Labor Practice in Universities, Primary and Secondary Schools. The company and Beijing New Rongjian are responsible for the construction part of the project, with a construction and installation cost of about 414 million yuan.
Zhongbei Communication: Won the bid of 181 million yuan for Anhui Mobile cable broadband and government and enterprise access projects
Zhongbei Communication (603220) announced on the evening of December 18 that the company participated in the bidding for the "Anhui Mobile 2024-2026 Wired Broadband and Government and Enterprise Access Project Construction and Procurement Project". China Mobile Procurement and Bidding Network recently released a public announcement of the winning candidates for related projects, and the company estimates that the total amount of winning contracts is 181 million yuan. The project has been opened for publicity, the publicity period has expired, and the company has not yet received the notice of winning the bid.
Yinlun shares: obtained the designated international customers The estimated sales during the life cycle are about 41.76 million US dollars
Yinlun Co., Ltd. (002126) announced on the evening of December 18 that the company recently received a fixed-point notice from an electric vehicle manufacturer in the United States. The company obtained the authorization of the customer's air conditioning box project, and the product was produced and supplied by the Mexican factory. The life cycle of the above project is 5 years, and mass supply is expected to start in September 2024. According to customer forecasts, the estimated sales during the life cycle are about 41.76 million US dollars.
Unnamed Pharmaceutical: The subsidiary plans to be selected by the Jiangxi Interprovincial Interferon Interprovincial Alliance for centralized volume procurement
Weiming Pharmaceutical (002581) announced on the evening of December 18 that its holding subsidiary, Tianjin Weiming Biopharmaceutical Co., Ltd. (hereinafter referred to as "Tianjin Weiming") participated in the bidding activities of the centralized procurement of interferon interprovincial alliance in Jiangxi Province. The operating income of human interferon α2b spray in 2022 will be about 229 million yuan, accounting for about 64.27% of the company's total operating income in 2022.
[Others]
Win the time: Tang Qiu, one of the actual controllers and chairman of the board, was placed in custody by the Liaoning Yingkou Commission for Discipline Inspection
Yingshisheng (300377) announced on the evening of December 18 that Tang Qiu, one of the actual controllers and chairman of the company, was placed in custody by the Liaoning Yingkou Commission for Discipline Inspection to cooperate with and assist in the investigation of relevant matters. The company's senior management team has made proper arrangements for related matters, and the company's production and operation are currently proceeding normally.
Junda shares: received a total of 200 million yuan in government subsidies
Junda Co., Ltd. (002865) announced on the evening of December 18 that the company recently received a total of 200 million yuan in government subsidies, which are income-related government subsidies, accounting for 27.90% of the absolute value of the audited net profit attributable to shareholders of listed companies in 2022.
Pawa shares: the annual output of 25,000 tons of ternary precursor project was completed
Pawa shares (688184) announced on the evening of December 18 that one of the company's initial public offering of shares to raise funds investment project, "annual output of 25,000 tons of ternary precursor project" project has been completed, which is expected to help the company further enhance the scale of production and operation and industry competitiveness.
Zhongyin Cashmere Industry: The wholly-owned subsidiary of Juhengyi cleaner production upgrading and production was suspended
Zhongyin Cashmere (000982) announced on the evening of December 18 that its wholly-owned subsidiary, Dujiangyan Juhengyi New Materials Co., Ltd. (hereinafter referred to as "Juhengyi"), plans to stop production on December 19, during which Juhengyi will upgrade the production materials, environmental protection devices and energy-saving facilities involved in the cleaner production transformation project, and organize all employees to carry out training on environmental awareness, safety specifications and standardized operations. Juhengyi has obtained the relevant approval procedures for cleaner production transformation, and after the completion of the transformation, it will improve the level of environmental protection and safety production and other related processes. Juhengyi is expected to stop production for 4-6 months, and plans to resume normal production in the second quarter of 2024.
Bluesail Medical: Signed a strategic cooperation agreement
Bluesail Medical (002382) announced on the evening of December 18 that on December 15, the company signed a "Strategic Cooperation Agreement" with the Weifang Municipal People's Government to establish a strategic partnership. On December 14, the company signed a strategic cooperation agreement with the People's Government of Linqu County to establish a strategic partnership. The company will give full play to its advantages in the medical device industry chain, combine it with the location advantages and resource endowments of Weifang City and Linqu County, expand the field of cooperation, and accelerate the industrial layout.
Xiamen Tungsten New Energy: Signed the "Strategic Cooperation Agreement" with Pawa Co., Ltd.
Xiamen Tungsten New Energy (688778) announced on the evening of December 18 that the company signed a "strategic cooperation agreement" with Pawa shares, and the company is expected to purchase no less than 20,000 tons of precursor products from Pawa shares in 2024, no less than 30,000 tons in 2025, and no less than 30,000 tons in 2026, with a total of no less than 80,000 tons in the next three years, of which the total number of sodium-ion battery cathode precursor products in three years is not less than 10,000 tons.
Queclink: Signed a strategic cooperation framework agreement with Yicheng Hi-Tech
Queclink Communications (300590) announced on the evening of December 18 that the company signed a "Strategic Cooperation Framework Agreement" with Beijing Yicheng Hi-Tech Technology Development Co., Ltd., and the two sides sought business collaborative development, resource sharing, and complementary advantages in the development of intelligent networked vehicles, and established a strategic partnership.
CNOOC: Non-executive Director and Vice Chairman Li Yong resigned due to retirement
CNOOC (600938) announced on the evening of December 18 that Li Yong resigned as a non-executive director and vice chairman of the company due to retirement at the end of the year, effective from December 18, 2023. As a result, Li Yong also ceased to be a member of the Company's Remuneration Committee and Strategy and Sustainability Committee with the same effect.
Yunnan Energy Investment: The four wind farm expansion projects declared by the affiliated companies are included in the construction list of the second batch of new energy projects in Yunnan Province in 2023
Yunnan Energy Investment (002053) announced on the evening of December 18 that the four wind power projects declared by the company's affiliated companies, namely Tongquan Wind Farm Expansion Project, Laojianshan Wind Farm Expansion Project, Yongning Wind Farm Expansion Project (Maitreya Area) and Yongning Wind Farm Expansion Project (Luxi Area), were included in the second batch of new energy project construction list in Yunnan Province in 2023, with a total installed capacity of 671,250 kilowatts.
New Novo: Jushi Biopharma and CSPC Pharmaceutical International signed the Cooperation Framework Agreement on Dengue Fever Vaccine Research and Development and Other Matters
New Novo (300765) announced on the evening of December 18 that it was previously disclosed that the company planned to increase its capital in cash to hold Jushi Biotech. Recently, CSPC Pharmaceutical Group Jushi Biopharmaceutical Co., Ltd. (hereinafter referred to as Jushi Biopharma) and CSPC Pharmaceutical International jointly signed the "Cooperation Framework Agreement on Dengue Fever Vaccine Research and Development" to participate in and promote the cooperation between CSPC Pharmaceutical International and Singapore's Agency for Science, Technology and Research in the research and development of dengue mRNA vaccine, and complete the relevant early research, clinical trials and drug registration of the cooperative products in Singapore, Southeast Asia and even major tropical infectious disease regions around the world, so as to realize the global sales and promotion of the cooperative products.
Hepalink: HighTide, an associate company, intends to be listed on the main board of the Hong Kong Stock Exchange
Hepalink (002399) announced on the evening of December 18 that its associate company HighTide Pharmaceuticals (hereinafter referred to as "HighTide") intends to issue shares to be listed on the main board of The Stock Exchange of Hong Kong Limited. HighTide's shares will commence trading on the Main Board of the Hong Kong Stock Exchange on December 22, 2023. At present, the company holds about 24.06% of the shares of HighTide before the listing of the Hong Kong issued shares.
Weili Medical: The company's products have obtained the EU MDR certification
维力医疗(603309)12月18日晚间公告，公司于近日收到两项欧盟医疗器械法规（Medical Device REGULATION (EU) 2017/745，简称“MDR”）认证证书，认证产品分别为Latex Foley Catheter（乳胶导尿管），All Silicone Foley Catheter（硅胶导尿管）和Urine Bag（尿袋），Urine Meter（精密尿袋）。
Huiyu Pharmaceutical: The company passed the on-site inspection of the US FDA
Huiyu Pharmaceutical (688553) announced on the evening of December 18 that the company accepted the cGMP (i.e., current good manufacturing practice) on-site inspection of the U.S. Food and Drug Administration (hereinafter referred to as "FDA") from November 6 to November 14. Recently, the company received an on-site inspection report (EIR) issued by the US FDA, and the factory meets cGMP requirements, and the products involved are cyclophosphamide for injection and cyclophosphamide sterile API (entrusted production).
BGI: A wholly-owned subsidiary, the human fecal DNA methylation detection product, obtained the medical device registration certificate
BGI (300676) announced on the evening of December 18 that the human SDC2, ADHFE1 and PPP2R5C gene methylation joint detection kit of BGI Digital Pole Biotechnology (Shenzhen) Co., Ltd., a wholly-owned subsidiary, recently obtained the medical device registration certificate issued by the State Drug Administration.
Haisco: Obtained the "Drug Clinical Trial Approval Notice" for HSK39297 innovative drugs
Haisco (002653) announced on the evening of December 18 that Tibet Haisco Pharmaceutical Co., Ltd., a wholly-owned grandson company, recently received the "Drug Clinical Trial Approval Notice" issued by the Center for Evaluation of the State Drug Administration, and the drug name is HSK39297 tablets. HSK39297 is a brand-new drug with independent intellectual property rights for the treatment of primary or secondary glomerular diseases independently developed by our company.
Buchang Pharmaceutical: The clinical trial application for new drug indications of the holding subsidiary was accepted
Buchang Pharmaceutical (603858) announced on the evening of December 18 that recently, the clinical trial application for the new indication of the new indication of the new indication of the new variety "BC001 for injection" under development by Sichuan Luzhou Buchang Biopharmaceutical Co., Ltd., a subsidiary of the company, was accepted by the State Drug Administration and received the "Notice of Acceptance" , the proposed indication is BC001 in combination with PD-1 monoclonal antibody for the treatment of advanced or metastatic solid tumors, including but not limited to BC001 in combination with sintilimab plus XELOX in the first-line treatment of HER-2-negative advanced or metastatic gastric or gastroesophageal junction adenocarcinoma (GC/GEJ).
Fudan Zhangjiang: The clinical trial application for aminoketovulinic acid hydrochloride granules was accepted
Fudan Zhangjiang (688505) announced on the evening of December 18 that the company recently received the "Notice of Acceptance" approved and issued by the State Drug Administration, and the application for a confirmatory clinical trial of aminolevulinic acid hydrochloride granules for surgical resection assistance in non-muscle-invasive bladder cancer was accepted.
Huadong Medicine: The clinical trial application of insulin degludec aspart injection was approved
Huadong Medicine (000963) announced on the evening of December 18 that its wholly-owned subsidiary, Hangzhou Zhongmei Huadong Pharmaceutical Co., Ltd. (hereinafter referred to as "Zhongmei Huadong"), applied for the clinical trial application of insulin degludec aspartate injection, which was approved. In addition, Arcutis, a U.S. partner in China, the United States and East China, announced that its drug ZORYVE® (roflumilast) foam (0.3%) for the treatment of seborrheic dermatitis in patients aged 9 years and older has been approved by the U.S. Food and Drug Administration (FDA).
Anke Biotech: AK1012 solution for inhalation obtained the approval notice of drug clinical trial
Anke Biotech (300009) announced on the evening of December 18 that AK1012 solution for inhalation has obtained the approval notice for drug clinical trials. AK1012 solution for inhalation is an inhalation liquid formulation developed based on the company's marketed product, human interferon α2b injection, for the treatment of lower respiratory tract infections in children caused by respiratory syncytial virus.
Yuandong Biological: Dobutamine hydrochloride injection obtained the drug registration certificate
Yuandong Biology (688513) announced on the evening of December 18 that the company's drug dobutamine hydrochloride injection obtained the drug registration certificate issued by the State Drug Administration. The active ingredient of dobutamine hydrochloride injection is dobutamine hydrochloride, which is indicated for heart failure caused by decreased myocardial contractility in structural heart disease, including low blood output syndrome caused by open-heart surgery, as a short-term supportive treatment.