【Inventory of important news】
After the six major banks, 12 joint-stock banks collectively lowered their deposit interest rates
After the net interest margin of commercial banks across the country fell to a record low of 1.73%, it is urgent to reduce the deposit interest rate on the liability side to protect the "interest margin". Towards the end of 2023, the deposit interest rates of commercial banks ushered in another round of adjustments. Following the six major banks, the national joint-stock banks once again collectively lowered the deposit interest rate, and the 11 joint-stock banks collectively announced that they would reduce the listed interest rate of RMB deposits from December 25. In addition to China Merchants Bank, which has announced a reduction in the listed interest rate on deposits two days ago, the major national state-owned banks and 12 national joint-stock banks have all announced a reduction in the listed interest rate of RMB deposits. This is the third round of large-scale deposit rate cuts since 2023, after mainstream banks across the country cut RMB deposit rates twice in June and September.
Comments: For the new round of deposit interest rate reduction, Guosheng Securities banking analyst Ma Tingting's team believes that the deposit "good start" on the eve of the reduction, the cost optimization effect is better. For example, in the four years from 2019 to 2022, the increase in deposits of listed banks in the first quarter accounted for about 60% of the whole year on average, and the average increase in the first half of the year accounted for about 87%. She believes that the growth of deposits of listed banks is generally concentrated in the first half of the year, especially in the first quarter, and the reduction of the listed interest rate at the current point in time will have a more obvious effect on the optimization of debt costs next year.
The Guangdong-Hong Kong-Macao Greater Bay Area is coming! National Development and Reform Commission: Study further abolishing or relaxing restrictions on Hong Kong and Macao investors' qualifications, shareholding ratios, and industry access
According to the National Development and Reform Commission on December 25, the National Development and Reform Commission issued the "Three-year Action Plan for the Construction of a World-class Business Environment in the Guangdong-Hong Kong-Macao Greater Bay Area". The Guangdong-Hong Kong-Macao Greater Bay Area is one of the regions with the highest degree of openness and the strongest economic vitality in the mainland, and has an important strategic position in the overall development of the country. This plan is formulated to implement the decisions and arrangements of the CPC Central Committee and the State Council, further deepen cooperation between Guangdong, Hong Kong and Macao, create a market-oriented, law-based, international, first-class business environment, and enhance the level of market integration and international competitiveness of the Greater Bay Area.
The front page of China Securities News: Guiding the introduction of the "long-term money and long-term investment" policy can be expected to dig deep "reservoir" and cast a "stabilizer"
The future is promising. Finding "better solutions" with problems will be the key to promoting more breakthroughs and greater results in investment-side reform in 2024: improving policy mechanisms, promoting institutional reforms, launching action plans, strengthening institutional construction, adhering to high-level opening-up, and expanding "patient capital...... More policies to facilitate "long money" to enter the market and guide "long money and long investment" are expected to be studied and introduced, which will further dig into the "reservoir" of the stock market and cast a "stabilizer" of the market.
Comments: The reform of the investment side is a systematic project, and it is necessary to strengthen the overall coordination with the financing side and the transaction side, and give full play to the overall advantages of the system reform in cultivating long-term funds. The financing side and the investment side are the "two sides of the same body" of the capital market, and promoting the dynamic balance of investment and financing will be an important force to promote systemic reform. Optimize the regulatory arrangements for IPOs and refinancing, standardize the behavior of reducing shareholdings, and encourage and guide listed companies to repurchase and increase shareholder holdings...... Recently, a series of counter-cyclical adjustment measures in the capital market have been vividly explained.
Sino-US semiconductor giants settle six-year dispute! Micron and Fujian Jinhua reached a global settlement agreement
According to a number of U.S. media reports, Micron, an American memory chip company, has reached a global settlement agreement with Fujian Jinhua Integrated Circuit Co., Ltd. (hereinafter referred to as "Fujian Jinhua"), and the two companies will each withdraw their lawsuits against each other worldwide and end all litigation between the two parties. The settlement means that the intellectual property cases that originated in 2016 and involved Micron Technology, UMC and Fujian Jinhua are all closed.
Comments: With the development of emerging technologies such as 5G and the Internet of Things, the competition in the semiconductor market is becoming more and more fierce. Semiconductor companies in the United States and China are trying to improve their technology and market share. Through the settlement, the two semiconductor industry giants, Micron Technology of the United States and our Fujian Jinhua, can focus more on their own business development and improve their competitiveness. This is also beneficial for the stability and prosperity of the global semiconductor market.
Expert: The draft of the new regulations on online games may be revised in the future, and the draft is not final, and is intended to complement the regulation, not to suppress it
On December 22, the "Measures for the Administration of Online Games (Draft for Solicitation of Comments)" drafted by the National Press and Publication Administration was released to the public for comments, causing market concern. Only one day later, the relevant person in charge of the State Press and Publication Administration responded to this. Experts said that the draft was intended to promote the prosperity and healthy development of the game industry, not to suppress it. Articles 17, 18 and other contents in response to market concerns may be adaptively modified. At present, it is only a draft and not a final draft, and the follow-up should actively pay attention to the feedback from all parties, the progress of the revision and improvement of the provisions, and the final implementation strength, and look at its impact rationally, without overreacting.
Comments: At present, there are still many ambiguities in some provisions, and there is a certain distance from the actual implementation, which still needs to be discussed by various departments and industries. The original intention of the regulation is to promote the prosperity and healthy development of the industry, not to suppress it, and the current draft is not final, and the follow-up should actively pay attention to the feedback from all parties, as well as the progress of the revision and improvement of the provisions.
Strong willingness of funds to enter the market on dips Since December, the net subscription share of ETFs has been close to 69 billion
Since December, the net subscription share of ETFs has hit a new monthly high since the fourth quarter, approaching 69 billion shares, and the inflow intention of funds in the past two weeks is particularly obvious. Industry insiders believe that the current market valuation is close to the historical bottom area, and the subsequent marginal changes in fundamentals, liquidity, and policies are expected to drive the overall valuation to rebound. Despite the adjustment of major market indices at the end of the year, there is a clear trend of funds taking advantage of ETFs for contrarian investment. According to Choice data, as of December 22, the net subscription share of ETF funds since December has approached 69 billion, while the net subscription share in October and November was less than 20 billion. Among them, the net subscription share of ETFs in the last two weeks has exceeded 20 billion shares, which is a high weekly level since the beginning of this year, and last week the value hit a new high since the fourth quarter, reaching 22.8 billion shares.
Comments: Specifically, the pharmaceutical industry is more favored by funds. According to Choice data, since December, Huabao CSI Medical ETF and GF CSI Medical ETF are still the key direction of capital layout, with a large net subscription share, and according to the calculation of Cinda Securities, since December, the pharmaceutical position of active equity funds has also continued to increase. At the same time, judging from the above-mentioned survey results, medicine is also the sector that has attracted the most attention of fund managers recently, with a vote rate of 74%.
【Industry Hot Spots】
The survival of the fittest effect has become increasingly prominent, and the team of A-share "par value withdrawal" companies has expanded, and the "1 yuan shares" camp has expanded to 66
Huawei's big move is exposed, and the 3 trillion track is boiling!
"Innovation + going global" two-wheel drive is a welcome opportunity for the pharmaceutical and biological industry
The international gold price hit two new highs this year, and 2024 is still "gold holders win"?
【Market Review】
A-shares: The market fluctuated and rebounded throughout the day, with the three major indexes all rising slightly, with the Beijing Stock Exchange 50 Index rising nearly 4%. At the close, the Shanghai Composite Index rose 0.14%, the Shenzhen Component Index rose 0.38%, and the ChiNext Index rose 0.31%. On the disk, MR concept stocks continue to be active, and Wufang Optoelectronics, Anjie Technology, China Optics, and Shuangxiang shares have a daily limit. Stocks in the automobile industry chain rebounded, with integrated die-casting leading the rise, and Xusheng Group and Wencan shares rose to the limit. The end of the industrial machine concept stock changed, and the Yuhuan CNC price limit. Military stocks opened higher, and emerging equipment rose by the limit. In terms of decline, game stocks continued to fall sharply, and many stocks such as Giant Network and Kaiying Network fell to the limit. Overall, stocks fell more and rose less, and more than 3,000 stocks in the whole market fell.
U.S. stocks: U.S. stock index futures opened slightly higher, with Nasdaq futures up 0.14%.
【Institutional Strategy】
Zhao Qiang, director of equity investment of Xinhua Fund, said that the current A-share market is at the bottom of the area, this year multiple factors suppressed the money-making effect, the "dumbbell" strategy has gradually become the mainstream, manifested in small and micro cap stocks and dividend assets are popular, but next year is expected to return from the "dumbbell" to the "rebalancing", the global liquidity inflection point is approaching, will drive the return of high-quality leading asset valuation, many pharmaceutical, consumer and new energy industry high-quality companies are more cost-effective.
Pang Wenjie, manager of Beixin Ruifeng Fund, said that since mid-to-late September, the pharmaceutical and technology sectors have formed a "two-wheel drive", which has set off a wave in the A-share market, mainly because there are more positive catalyst events in the pharmaceutical and technology fields, so they have received more attention from funds. New technological innovations have brought a new round of R&D and investment growth cycles to the pharmaceutical and artificial intelligence industries, and the long-term impact of this key node breakthrough is more worthy of investors' attention.
【Topic Company】
After the secretary of the board of directors of Weichuang Co., Ltd. resigned in a "low-key" manner, the financial person in charge and the independent directors collectively resigned
Following the resignation of the secretary of the board of directors after serving for more than 20 days, Weichuang shares (002308. SZ) on the evening of December 25, the latest announcement disclosed the news of the resignation of the financial director. On December 25, due to a sudden thunderstorm, the company's stock price fell to a limit, and it was difficult for small and medium-sized shareholders to flee even if they wanted to vote with their feet. In the announcement on the evening of December 25, Weichuang reiterated that the board of directors received the resignation report of Zhang Shuhan, secretary of the board of directors of the company, and Zhang Wendong, an independent director, on November 30, 2023. In addition, the announcement also pointed out that the company recently received the resignation reports of Wen Jingjing, the head of finance, and Gao Zhiping, and Geng Zhijian, independent directors.
Changan Automobile joins hands with "Lithium King" to rush power battery R&D cooperation!
On December 25, Changan Automobile announced the signing of the Memorandum of Cooperation (MOU). According to the announcement, Changan Automobile and its affiliates intend to establish a long-term strategic cooperative relationship with Ganfeng Lithium, and will accelerate the promotion of (semi-)solid-state battery R&D joint venture projects and manufacturing industrialization projects in accordance with the principle of "equal shareholding and efficient operation", and based on the R&D cooperation of the next generation of automotive power battery (semi-)solid-state batteries, explore the extension of cooperation in upstream lithium ore resources, lithium salt deep processing, battery materials, midstream battery manufacturing and downstream comprehensive recycling of waste batteries, and promote strategic cooperation in the whole chain of the battery industry.
【IPO】
Today's 1 new stock subscription: Beijing Stock Exchange Jiezhong Technology
Today, a total of 1 new shares are open for subscription, which is Jiezhong Technology of the Beijing Stock Exchange. The initial IPO price of Jiezhong Technology was 9.34 yuan per share, the issue price-earnings ratio was 16.98 times, the total issuance of 12 million shares, and the online issuance of 9.6 million shares. The company focuses on R&D, production and sales of precision auto parts.
【Announcement Reminder】
Suspension
600290 *ST Huayi
300010 *ST Bean God
000657 Chinatungsten High-tech
Resumption of trading
603358 Huada Technology
600306 *ST Mall
000620 *ST Xinlian
603030 *ST full building
【Hot Spots】
Zheshu Culture: At present, the company's game business is normal
Zhejiang Digital Culture (600633) announced on the evening of December 25 that in 2022, the company achieved an online game operation business income of 1.724 billion yuan, accounting for 33.24% of the company's consolidated operating income in 2022. At present, the company's game business is normal. The R&D of new game products continues to advance and continue to obtain game version numbers, and the company will continue to promote the R&D and operation of online games under the guidance of industry regulatory authorities.
Tongwei Co., Ltd.: It is planned to invest 28 billion yuan in the construction of green substrate integration project
Tongwei Co., Ltd. (600438) announced on the evening of December 25 that the company intends to jointly sign the "Green Substrate Integration Project Investment Agreement" with the People's Government of Ordos Municipality and the People's Government of Zhunger Banner, and reach cooperation on the company's investment of 28 billion yuan in the Zhunger Economic Development Zone of Zhunger Banner, Ordos City, to build a green substrate integration project. The phased implementation of the project is not expected to have a significant impact on the company's operating income and net profit in 2023 and 2024. Among them, the first phase of the construction of 200,000 tons of green substrate (industrial silicon) and 200,000 tons of high-purity crystalline silicon project, with an estimated total investment of about 13 billion to 14 billion yuan, subject to the implementation of the project, the second phase of the construction of 300,000 tons of green substrate (industrial silicon) and 200,000 tons of high-purity crystalline silicon project, according to market conditions to choose the opportunity to start.
【Increase/Decrease】
Quanyangquan: Shareholders plan to reduce their holdings of no more than 1% of the company's shares
Quanyangquan (600189) announced on the evening of December 25 that Beijing Ruide Jiaxin Trading Co., Ltd., a shareholder of 7.16%, intends to reduce its holdings of no more than 1% of the company's shares.
Great Wall Electrician: The controlling shareholder plans to increase his holdings by 12 million yuan
Great Wall Electric (600192) announced on the evening of December 25 that the controlling shareholder Gansu Electrical Equipment Group Co., Ltd. plans to increase its holdings of the company's shares within 6 months, with an increase of 12 million yuan, and the price range is not set for this increase plan.
Kaiying Network: The actual controller intends to continue to increase his holdings of no less than 100 million yuan in the company's shares
Kaiying Network (002517) announced on the evening of December 25 that the company received a notice from Jin Feng, the actual controller and chairman of the company, that Jin Feng has increased his holdings of 2.0307 million shares of the company through centralized bidding, accounting for 0.09% of the company's total share capital, with a cumulative increase of about 20.0024 million yuan, and the shareholding increase plan has been completed. Jin Feng intends to continue to increase his holdings of the company's shares, and increase his holdings of the company's shares within 6 months from the date of disclosure of the shareholding increase plan, with a total amount of not less than 100 million yuan.
Weiye shares: Zhongyingji intends to reduce its holdings of no more than 1% of the company's shares
Weiye shares (300621) announced on the evening of December 25 that Yunnan Zhongyingji Enterprise Management Center (Limited Partnership) (hereinafter referred to as "Zhongyingji"), a 9.26% shareholder, plans to reduce the number of shares of the company by centralized bidding or other methods within 3 months after 15 trading days from the date of disclosure of the announcement, accounting for 1% of the company's total shares.
【Repurchase】
Perfect World: The actual controller proposed to repurchase shares for 100 million to 200 million yuan
Perfect World (002624) announced on the evening of December 25 that Chi Yufeng, the actual controller and chairman of the company, proposed that the company repurchase the company's shares by centralized bidding, and the repurchased shares were intended to be used for equity incentives or employee stock ownership plans, with a total repurchase fund of not less than 100 million yuan and no more than 200 million yuan.
Gigabit: The chairman proposed to repurchase shares for 50 million yuan to 100 million yuan
Gigabit (603444) announced on the evening of December 25 that the chairman proposed to repurchase shares with 50 million yuan to 100 million yuan, and the repurchased shares will be used for employee stock ownership plans and/or equity incentive plans.
Chinese Media: It is planned to repurchase shares for 50 million to 100 million yuan
Chinese Media (600373) announced on the evening of December 25 that it intends to repurchase shares with 50 million to 100 million yuan, and it is expected that the price of the repurchased shares will not be higher than 150% of the average trading price of the company's shares in the 30 trading days before the board of directors deliberated and passed the resolution to repurchase shares. The repurchased shares are all used to reduce the company's registered capital.
Dongshan Precision: The controlling shareholder proposed to repurchase shares for 20 million yuan to 30 million yuan
Dongshan Precision (002384) announced on the evening of December 25 that Yuan Yonggang, the company's controlling shareholder, actual controller and chairman, proposed that the company repurchase part of the company's shares in a centralized bidding transaction, and the repurchased shares will be used for employee stock ownership plans, equity incentive plans or reduction of registered capital. The total amount of funds for this repurchase shall not be less than 20 million yuan and not more than 30 million yuan.
Electric Soul Network: The chairman proposed to repurchase shares for 20 million yuan to 40 million yuan
Electric Soul Network (603258) announced on the evening of December 25 that the chairman proposed to repurchase the company's shares for 20 million yuan to 40 million yuan.
Giant Network: It plans to repurchase shares for 100 million to 200 million yuan
Giant Network (002558) announced on the evening of December 25 that the company intends to repurchase shares in a centralized bidding transaction for the company's employee stock ownership plan or equity incentive plan. The total amount of repurchase shall not exceed 200 million yuan and not less than 100 million yuan, and the repurchase price shall not exceed 20 yuan per share.
【Contract Winning Bid】
Changan Automobile: Signed a memorandum of cooperation with Ganfeng Lithium
Changan Automobile (000625) announced on the evening of December 25 that the company and Ganfeng Lithium signed a "Memorandum of Cooperation" in Ningbo, Zhejiang. Changan Automobile and its affiliates intend to establish a long-term strategic cooperative relationship with Ganfeng Lithium, and will accelerate the promotion of (semi-)solid-state battery R&D joint venture projects and manufacturing industrialization projects in accordance with the principle of "equal shareholding and efficient operation", and based on the R&D cooperation of the next generation of automotive power battery (semi-)solid-state batteries, explore the extension of cooperation in upstream lithium ore resources, lithium salt deep processing, battery materials, midstream battery manufacturing and downstream comprehensive recycling of waste batteries, and promote strategic cooperation in the whole chain of the battery industry.
Baoying Co., Ltd.: The subsidiary won the bid for a project of 1.379 billion yuan
Baoying Co., Ltd. (002047) announced on the evening of December 25 that its wholly-owned subsidiary, Baoying Construction, won the bid for the main mechanical and electrical installation and curtain wall engineering construction project of Hengqin Science City (Phase III), with a bid price of 1.379 billion yuan, accounting for 37% of the company's audited operating income in 2022.
Seiko Steel Structure: Won the bid for a major overseas project of 218 million US dollars
Seiko Steel Structure (600496) announced on the evening of December 25 that recently, the company successfully won the bid for the steel structure professional contracting business of the BDO Corporate Center Makati project in the Philippines, with a bid amount of 218 million US dollars (equivalent to about 1.551 billion yuan), which is the largest single steel structure professional subcontracting order undertaken by the company so far, and the winning bid amount accounts for about 10% of the company's latest audited operating income.
Sanxiang New Materials: Signed the "Strategic Cooperation Framework Agreement" with Nanjing Youtian
Sanxiang New Materials (603663) announced on the evening of December 25 that it signed the "Strategic Cooperation Framework Agreement" with Nanjing Youtian Metal Technology Co., Ltd. on December 22, and the two sides will establish a long-term and stable partnership on their respective advantages in the industrial market, product technology, etc., give full play to the technical advantages of all parties to form a deep integration and integrated coordinated development of the zirconium and hafnium industry chain, create a "zirconium and hafnium ecological chain", and jointly help the development of the industry.
Tengda Construction: won the bid for a project of 45.3198 million yuan
Tengda Construction (600512) announced on the evening of December 25 that it won the bid for the "Hongjia South Ring Road (Haizhou Street-Central Avenue) Road Project of the Urban Parking Lot and Supporting Facilities Construction Project in the Core Area of Taizhou City", with a winning bid price of 45.3198 million yuan.
SNBC: The subsidiary won the bid for the super ATM procurement project of the postal group
SNBC (002376) announced on the evening of December 25 that Rongxin Technology, a subsidiary of the company, won the bid for the 2023 super teller machine (STM) procurement project of China Post Group Co., Ltd.
Advertised shares: received four fixed-point notices from customers with an estimated total amount of 625 million yuan
Advertised shares (301181) announced on the evening of December 25 that the company recently received four fixed-point notices from a leading domestic automobile main engine factory and three well-known domestic new energy vehicle OEMs on new energy vehicle projects, and the designated products were 23 cooling system connection pipeline assembly products, 27 cooling system connection pipeline products, 18 cooling system connection pipeline assembly products, and 12 cooling system connection pipeline products, with a planned mass production time of 2024 and a life cycle of 4— 7 years, the total amount of the life cycle is estimated to be 625 million yuan.
Super Communication: The subsidiary intends to provide customers with GPU module procurement and sales services
Super Communication (603322) announced on the evening of December 25 that the company's wholly-owned subsidiary, Super News Equipment, signed a "Sales Contract" with Jining High-tech Ninghua Big Data Co., Ltd. to provide customers with GPU module procurement and sales services, with a contract amount of about 472 million yuan including tax.
Zuoli Pharmaceutical: The company's products are planned to be selected for the fourth batch of centralized procurement of drugs in Fujian Province
Zuoli Pharmaceutical (300181) announced on the evening of December 25 that recently, the company participated in the fourth batch of centralized drug procurement in Fujian Province, according to the Fujian Provincial Medical Security Bureau on December 19 issued the "Fujian Province Fourth Batch of Drugs Centralized Procurement Announcement (No. 10)" shows that the company's product Wuling Capsule intends to be selected for this centralized procurement.
Shijing Technology: Signed an equipment procurement contract of 104 million yuan with Taiyuan Tiansong
Shijing Technology (301030) announced on the evening of December 25 that the company recently received the "Equipment Procurement Contract" signed with Taiyuan Branch of Tiansong Construction Group Co., Ltd. (hereinafter referred to as "Taiyuan Tiansong"), with a contract amount of 104 million yuan (tax included), and the project content is battery pure water system equipment. As of December 25, the company has signed contracts with Taiyuan Tiansong for a total of 535 million yuan (including tax) in 12 consecutive months, accounting for 37.36% of the company's audited operating income in 2022.
Moulding Technology: The subsidiary obtained the designation book for the exterior trim product project of luxury car customers
Moulding Technology (000700) announced on the evening of December 25 that Shenyang Minghua, a wholly-owned subsidiary of the company, recently received a fixed-point letter for exterior trim products issued by a leading luxury car customer, with an estimated mass production time of January 2027 and a life cycle of 7 years.
NavInfo: The company's intelligent cockpit chip has been notified by an internationally renowned electronics manufacturer
NavInfo (002405) announced on the evening of December 25 that the company's subsidiary, Jiefa Technology, received a fixed-point notice from an internationally renowned electronics manufacturer that Jiefa Technology will provide a new generation of intelligent cockpit chip AC8025 from Jiefa Technology for internationally renowned electronics manufacturers. The specific sales quantity and sales amount of Jiefa Technology depend on the product sales volume of internationally renowned electronic manufacturers.
Palm shares: won the bid for the first bid section of the new hospital construction project of the First People's Hospital of Zhoukou City
Palm shares (002431) announced on the evening of December 25 that the consortium formed by the company and China Railway 17th Bureau Group Co., Ltd., China Nuclear Survey, Design and Research Co., Ltd., and China Zhongyuan International Engineering Co., Ltd. won the bid for the first section of the construction project (EPC model) of the new hospital area of the First People's Hospital of Zhoukou City. The amount of construction and safety fees involved in the winning bid of the company is 763 million yuan, accounting for 18.19% of the company's audited net assets in 2022. In addition, the company received the "prior notice of administrative punishment" delivered by the Henan Securities Regulatory Bureau, and the palm shares did not fulfill the information disclosure obligation in a timely manner on land acquisition and storage matters, and the Henan Securities Regulatory Bureau intends to decide: order the company to correct, give a warning, and impose a fine of 1.5 million yuan.
Ouma Software: Won the bid for the online marking and scanning technical service project of Shandong Provincial Education Admissions Examination Institute
Ouma Software (301185) announced on the evening of December 25 that the company won the bid for the online marking and scanning technical service project of Shandong Provincial Education Admissions Examination Institute, with a project budget of 24.3501 million yuan, accounting for 16.41% of the company's audited operating income in 2022.
【Change in Shareholding】
Newpoint Software: The free transfer of the equity of the largest shareholder was terminated
Xindian Software (688232) announced on the evening of December 25 that the company previously announced that Zhangjiagang Industrial Development Group Co., Ltd. intends to acquire 100% of the shares of the company's largest shareholder, Guotai Trade, held by the Zhangjiagang Municipal People's Government, by way of free transfer. On December 25, the company received the notice on the termination of the free transfer of 100% of the state-owned equity of Jiangsu Guotai International Trade Co., Ltd. by the Zhangjiagang State-owned Assets Management Center, in view of the immaturity of the conditions for the free transfer, out of prudence, decided to terminate the transfer of 100% equity of the State and Thailand Trade.
Jizhi shares: the controlling shareholder and its persons acting in concert agree to transfer part of the company's shares
Jizhi shares (300553) announced on the evening of December 25 that Lou Rongwei, chairman and general manager of the company, intends to transfer 4.056 million shares of the company (accounting for 5% of the company's total share capital) to Zhao Yang, and at the same time, Lou Rongwei intends to transfer 2.5632 million shares of the company (accounting for 3.16% of the company's total share capital) and 1.5035 million shares (accounting for 1.85% of the company's total share capital) held by Hangzhou Jizhi Investment Co., Ltd., a person acting in concert, to Zhao Lei. After the completion of the transfer of the above agreement, Lou Rongwei is still the controlling shareholder and actual controller of the company.
【Major Investments】
Guangzhou Development: Signed an investment and development agreement with the People's Government of Liuhe District, Nanjing
Guangzhou Development (600098) announced on the evening of December 25 that it signed an investment and development agreement with the People's Government of Liuhe District, Nanjing, for the Yeshan Pumped Storage Project in Liuhe District, Nanjing. A consortium led by the company or the company will set up a project company within the jurisdiction of the Liuhe District Government to plan and invest in the construction of Yeshan pumped storage and comprehensive cultural tourism projects as a whole. Among them, the Yeshan pumped storage project has an investment of about 7 billion yuan, with a construction scale of 1.05 million kilowatts, and the comprehensive cultural tourism project has an investment of about 800 million yuan, which is invested and implemented by a third party.
Kehui shares: plans to invest 50 million yuan to build a reluctance motor project
Kehui Co., Ltd. (688681) announced on the evening of December 25 that it signed a cooperation agreement with the People's Government of Zichuan District, Zibo City on December 25, 2023, and the company plans to invest 50 million yuan to build a reluctance motor project.
Dinglong Co., Ltd.: It is planned to increase capital and expand shares of subsidiaries to invest in the construction of an annual output of 300 tons of KrF/ArF photoresist industrialization project
Dinglong Co., Ltd. (300054) announced on the evening of December 25 that the company plans to increase the capital of its wholly-owned subsidiary, Qianjiang New Materials, and introduce two employee shareholding platforms and a new investor to jointly invest in the construction of an annual output of 300 tons of KrF/ArF photoresist industrialization project by way of capital increase and share expansion. The company and the new investor plan to simultaneously increase the capital of Qianjiang New Materials by a total of 140 million yuan, of which the company intends to subscribe to the new registered capital of Qianjiang New Materials of 102.5 million yuan with 102.5 million yuan. After the capital increase, the company's equity ratio in Qianjiang New Materials will be changed from 100% to 75%, and the company will still be the controlling shareholder of Qianjiang New Materials.
Montnets Technology: The subsidiary plans to increase its capital to New Computing Technology to obtain 51% of its equity
Montnets Technology (002123) announced on the evening of December 25 that Shenzhen Montnets, a wholly-owned subsidiary of the company, and New Computing (Beijing) Technology Co., Ltd. (hereinafter referred to as "New Computing Technology") signed the "Agreement on the Capital Increase of New Computing (Beijing) Technology Co., Ltd." on December 25, which stipulates that Shenzhen Montnets will invest no more than 11.5 million yuan to increase the capital of New Computing Technology to obtain 51% of its equity after the capital increase. The core business of the company is divided into four sectors: consulting, training, technology platform services and data operation.
【M&A】
Western Gold: It is planned to acquire 100% equity of Hengsheng Beryllium Industry for 107 million yuan
Western Gold (601069) announced on the evening of December 25 that the company intends to acquire 100% of the shares of Fuyun Hengsheng Beryllium Industry Co., Ltd. (hereinafter referred to as "Hengsheng Beryllium") held by Xinjiang Nonferrous Metals Industry (Group) Co., Ltd., with a transaction price of 107 million yuan. After the completion of the acquisition, the two parties will give full play to the synergies in smelting, technical equipment, procurement and sales, and operation management.
Huada Technology: It is planned to issue shares and pay cash to purchase assets, and the stock will resume trading
Huada Technology (603358) announced on the evening of December 25 that it intends to purchase a total of 44% of the shares of Jiangsu Hengyi held by Ju Xiaoping, He Liping, Wan Xiaomin, Zheng Xinrong and Zou Zhanwei by issuing shares and paying cash. Jiangsu Hengyi is a holding subsidiary of the company, mainly engaged in the research and development, production and sales of battery system parts for new energy vehicles, in addition, the listed company intends to acquire a total of 10.2% of the equity of Jiangsu Hengyi held by Yibin Chendao and Ningbo Chaoxing with its own funds. After the completion of this transaction, Jiangsu Hengyi will become a wholly-owned subsidiary of the listed company. The company's shares resumed trading on December 26.
【Refinancing】
Hainan Mining: Terminated the issuance of convertible bonds to unspecified targets
Hainan Mining (601969) announced on the evening of December 25 that after comprehensively considering the current capital market environment, policy changes, the company's development plan and market financing environment and many other factors, after full communication and prudent analysis with relevant parties, the company decided to terminate the issuance of convertible corporate bonds to unspecified objects.
[Others]
China Satcom: It is estimated that the asset impairment loss will be about 260 million yuan
China Satcom (601698) announced on the evening of December 25 that recently, according to the statistics of the in-orbit telemetry data of the Zhongxing 6C satellite and the analysis and evaluation by experts, due to the failure of the satellite thruster, the satellite control subsystem works in the underconfiguration and reorganization state of the thruster, resulting in an increase in propellant consumption and a decrease in the remaining life of the satellite. According to the estimated service life of the Zhongxing 6C satellite, the company made a preliminary estimate, and it is estimated that the asset impairment loss will be about 260 million yuan.
Radio and Television Network: The company was suspected of violating laws and regulations and was filed by the Securities Regulatory Commission
Radio and Television Network (600831) announced on the evening of December 25 that the company received the "Notice of Case Filing" issued by the China Securities Regulatory Commission on December 25. Due to the company's suspected illegal information disclosure, the China Securities Regulatory Commission decided to file a case against the company. At present, the company's business activities are carried out normally.
First Pharma: Obtained ethics approval for the pivotal Phase III clinical trial of SY-3505, a third-generation ALK kinase inhibitor
First Pharma Holdings (688197) announced on the evening of December 25 that it had recently received an approval report issued by the Ethics Committee of the Cancer Hospital of the Chinese Academy of Medical Sciences, and after voting, the Ethics Committee of the hospital approved the approval application for "a randomized, controlled, multicenter phase III clinical trial to evaluate the efficacy and safety of CT-3505 capsules versus crizotinib capsules in patients with ALK-positive non-small cell lung cancer". The pivotal Phase III clinical trial of SY-3505 was officially initiated.
Xinjin Road: Director Dong Jianfeng is under disciplinary review and supervisory investigation
Xinjin Road (000510) announced on the evening of December 25 that the company recently learned that the company's director Dong Jianfeng is suspected of serious violations of law and discipline, and is currently undergoing disciplinary review and supervision investigation. The above matters will not have a significant impact on the operation of the board of directors of the company and the normal operation of the company.
Wandong Medical: X-ray computed tomography equipment obtained medical device registration certificate
Wandong Medical (600055) announced on the evening of December 25 that the company's X-ray computed tomography equipment recently received the "Medical Device Registration Certificate of the People's Republic of China" issued by the State Drug Administration.
Huasen Pharmaceutical: Received the notice of approval for drug re-registration
Huasen Pharmaceutical (002907) announced on the evening of December 25 that the company recently received the "Drug Re-registration Approval Notice" approved and issued by the Chongqing Municipal Food and Drug Administration on the company's product Pain Diarrhea Granules.
Hualu Hengsheng: The high-end solvent project was put into production
Hualu Hengsheng (600426) announced on the evening of December 25 that the high-end solvent project has opened up all processes, produced qualified products, and entered the production stage. After the high-end solvent project reaches production, it can produce 600,000 tons of dimethyl carbonate (including 300,000 tons of sales), 300,000 tons of methyl ethyl carbonate and 50,000 tons of diethyl carbonate annually. In addition, the project of replacing the construction of 3×480t/h high-efficiency and large-capacity coal-fired boiler with equal capacity has been completed and put into operation and entered the trial production stage.
Shapu Aisi: Atropine sulfate eye drops entered the phase III clinical trial and completed the enrollment of the first subject
Shapu Aisi (603168) announced on the evening of December 25 that atropine sulfate eye drops entered the phase III clinical trial and completed the enrollment of the first subject.