【Major Investments】
Xin Fengming: The subsidiary plans to invest 20 billion yuan to build a new material project
Xinfengming (603225) announced on the evening of January 10 that Zhonghong New Materials, a wholly-owned subsidiary of the company, intends to invest in the construction of an annual output of 2.5 million tons of differentiated polyester fiber materials and 100,000 tons of polyester film materials with its own funds or self-raised funds, with a total land area of about 1,080 acres and a total investment of about 20 billion yuan.
Shengxing Co., Ltd.: It is planned to set up a wholly-owned subsidiary to invest in the R&D, production and sales of new energy structural parts
Shengxing shares (002752) announced on the evening of January 10 that the company intends to invest in the construction of new energy structural parts research and development, production and sales projects in Shishi City, Quanzhou City, Fujian Province, and set up a wholly-owned subsidiary "Shengxing (Quanzhou) New Energy Technology Co., Ltd. (tentative name)" as the main body of the project, with a total investment of 100 million yuan and a registered capital of 30 million yuan.
Zhenlan Instrument: Signed an investment cooperation agreement with Suzhou Gas Group
Zhenlan Instrument (301303) announced on the evening of January 10 that the company reached a strategic cooperation with Suzhou Gas Group Co., Ltd., and the two sides signed the "Investment Cooperation Agreement", planning to jointly invest 20 million yuan to establish Suzhou Gas Zhenlan Intelligent Equipment Co., Ltd. (hereinafter referred to as "Suzhou Zhenlan"), the company holds 33% of the equity ratio of Suzhou Zhenlan.
【Hot Spots】
Changbai Mountain: At present, the company's ice and snow project revenue accounts for a relatively small proportion of the company's overall revenue
Changbai Mountain (603099) issued an announcement on the evening of January 10 on the serious abnormal fluctuations in stock trading, saying that the company's production and operation are normal, and the company will host Heping Ski Resort at the end of October 2023, and this hosting business will contribute less than 1% to the overall revenue in 2023.
Deep China A: Up to now, no suitable restructuring party has been selected
Shenzhen China A (000017) issued an announcement on the evening of January 10 on abnormal fluctuations in stock trading, and the company currently has no major asset restructuring or major acquisitions. The company has set the conditions for the reorganization party in the reorganization plan, and has not selected a suitable reorganization party so far. If there is a suitable restructuring opportunity in the future, the company will disclose information in a timely manner in accordance with the regulations.
【M&A】
Xinnuovi: It plans to acquire 100% of the shares of CSPC Pharmaceutical Group Baike (Shandong) Biopharmaceutical Co., Ltd. Trading will be suspended from January 11
Xinnuowei (300765) announced on the evening of January 10 that the company is planning to issue shares and pay cash to purchase 100% of the equity of CSPC Pharmaceutical Group Baike (Shandong) Biopharmaceutical Co., Ltd. and raise matching funds, the company's shares will be suspended from the opening of the market on January 11, 2024, and the transaction plan is expected to be disclosed within no more than 10 trading days.
【Business Performance】
A.D.: Net profit in 2023 is expected to increase by 360%-410% year-on-year
AD Co., Ltd. (002641) released a performance forecast on the evening of January 10, and it is expected that the net profit in 2023 will be 374 million yuan - 415 million yuan, a year-on-year increase of 360% - 410%. The main reasons for the change in the company's performance were the year-on-year decline in the price of major resin raw materials, the increase in sales volume and the year-on-year decrease in the impairment of receivables in the current period.
Betta Pharmaceutical: Net profit in 2023 is expected to increase by 120.05%-154.43% year-on-year
Betta Pharmaceuticals (300558) disclosed its performance forecast on the evening of January 10, and is expected to achieve a net profit of 320 million yuan to 370 million yuan in 2023, a year-on-year increase of 120.05%-154.43%. During the reporting period, the company's drug sales increased steadily, and it is expected to achieve operating income between 2.4 billion yuan and 2.5 billion yuan in 2023.
Zhanpeng Technology: Net profit in 2023 is expected to increase by 91.19%-119.87% year-on-year
Zhanpeng Technology (603488) disclosed its performance forecast on the evening of January 10, and it is expected to achieve a net profit of 79.3283 million yuan - 91.2275 million yuan in 2023, an increase of 91.19% - 119.87% year-on-year.
Wansheng Intelligence: Net profit in 2023 is expected to increase by 68.65%-88.63% year-on-year
Wansheng Intelligent (300882) released a performance forecast on the evening of January 10, and it is expected that the net profit in 2023 will be 228 million yuan-255 million yuan, a year-on-year increase of 68.65%-88.63%. During the reporting period, the company strengthened and optimized the smart metering and information collection industry, strengthened the development of digital products for smart IoT and distribution networks, and actively explored the integrated energy management system industry. We continued to increase the development and promotion of new products in the above-mentioned industries, thereby driving a significant increase in full-year performance.
Espressif Technology's Performance Update: Net profit increased by 31.67% year-on-year in 2023
Espressif Systems (688018) released its performance report on the evening of January 10, achieving a total operating income of 1.436 billion yuan, a year-on-year increase of 12.94%, and a net profit of 128 million yuan, a year-on-year increase of 31.67%. Basic earnings per share was 1.6 yuan. As the company has continued to expand its product portfolio in recent years, the new cost-effective product line ESP32-C3 and the high-performance product line ESP32-S3 have successfully entered a stage of rapid growth this year, which can meet the needs of a wider range of customer applications. The company's developer ecosystem has also played an active role in word-of-mouth communication and promotion of the company's products and software solutions, helping the company successfully expand new customers and businesses, and ultimately achieving overall revenue growth.
Tiantan Biotech Performance Express: Net profit of 1.103 billion yuan in 2023, a year-on-year increase of 25.23%
Tiantan Biotechnology (600161) released a performance report on the evening of January 10, the company will achieve a total operating income of 5.182 billion yuan in 2023, a year-on-year increase of 21.59%, a net profit of 1.103 billion yuan, a year-on-year increase of 25.23%, and basic earnings per share of 0.67 yuan. During the reporting period, the increase in product sales led to continuous growth in sales revenue.
Guangha Communication: Net profit in 2023 is expected to increase by 8.57%-39.3% year-on-year
Guangha Communication (300711) released a performance forecast on the evening of January 10, and it is expected that the net profit in 2023 will be 53 million yuan - 68 million yuan, a year-on-year increase of 8.57% - 39.30%. During the reporting period, the demand for national defense information construction and power dispatching communication construction projects increased, and the company continued to strengthen marketing and expansion work, achieving the growth of its main business, and the operating income for the period is expected to increase by about 17% year-on-year.
Xinji Energy Performance Express: Net profit of 2.105 billion yuan in 2023, a year-on-year increase of 1.97%
Xinji Energy (601918) released a performance report on the evening of January 10, the company will achieve a total operating income of 12.85 billion yuan in 2023, a year-on-year increase of 7.06%, a net profit of 2.105 billion yuan, a year-on-year increase of 1.97%, and basic earnings per share of 0.81 yuan. In 2023, the company produced 21,399,900 tons of raw coal, 19,369,100 tons of commercial coal, and sold 19,686,100 tons of commercial coal; The cumulative power generation throughout the year was 10.479 billion kWh, and the on-grid electricity was 9.895 billion kWh.
Hongbo shares: It is expected that the net profit in 2023 will be 37.4 million yuan - 56.1 million yuan year-on-year
Hongbo shares (002229) disclosed the performance forecast on the evening of January 10, and it is expected to achieve a net profit of 37.4 million yuan to 56.1 million yuan in 2023, a year-on-year turnaround, and a loss of 75.0695 million yuan in the same period last year. During the reporting period, Beijing InBev Digital Technology Co., Ltd., a wholly-owned subsidiary, focused on the market positioning of AGI's full-stack ecological service platform, grasped the first-mover advantage in the industry, achieved a breakthrough from zero to one, and achieved excellent results.
Shensanda A: It is expected that the net profit in 2023 will be 300 million yuan - 350 million yuan year-on-year
Shensanda A (000032) announced on the evening of January 10 that it is expected to make a net profit of 300 million yuan to 350 million yuan in 2023, compared with a loss of 162 million yuan in the same period last year. In 2023, the contract value of the high-tech industry service business will grow steadily, driving the continuous growth of the operating income and operating performance of the industrial service segment.
Harbin Investment Co., Ltd.: It is expected that the net profit in 2023 will be 192 million yuan year-on-year
Harbin Investment Co., Ltd. (600864) released a performance forecast on the evening of January 10, and it is expected to achieve a net profit of 192 million yuan in 2023, compared with the same period last year (statutory disclosure data), it will turn losses into profits, and the loss in the same period last year was 974 million yuan. During the Reporting Period, the main business income of the thermal power business increased due to the increase in heating subsidies and the increase in wholesale heat sales, and the fair value change loss of financial assets in the securities business decreased significantly due to market fluctuations.
Hangzhou High-tech: It is expected that the net profit in 2023 will be 21 million yuan - 29 million yuan year-on-year
Hangzhou High-tech (300478) released a performance forecast on the evening of January 10, and it is expected that the net profit in 2023 will be 21 million yuan - 29 million yuan, compared with a loss of 21.65 million yuan in the same period last year. The main reason for the net profit in the reporting period was that the company received a total of 59.2369 million yuan of principal and interest from Gao Changhong through third-party compensation.
Xinlai Materials: Net profit in 2023 is expected to decrease by 36.19%-21.69% year-on-year
Xinlai Applied Materials (300260) released a performance forecast on the evening of January 10, and it is expected that the net profit in 2023 will be 220 million yuan-270 million yuan, a year-on-year decrease of 36.19%-21.69%. During the reporting period, the decrease in investment in the biopharmaceutical industry, the decrease in pharmaceutical orders, and the delay and decrease in semiconductor orders due to Sino-US trade frictions led to the weakening of customer demand.
Xiamen Airport: Passenger throughput increased by 156.19% year-on-year in December 2023
Xiamen Airport (600897) announced on the evening of January 10 that in December 2023, there were 14,857 aircraft takeoffs and landings, a year-on-year increase of 94.59%, and a passenger throughput of 2,036,700 passengers, a year-on-year increase of 156.19%.
FAW Jiefang: Sales volume in 2023 increased by 42.11% year-on-year
FAW Jiefang (000800) announced on the evening of January 10 that its total sales in 2023 will be 241,700 units, a year-on-year increase of 42.11%.
ST Sugon: In 2023, the vehicle sales will be 1,747 units, a year-on-year decrease of 46.74%
ST Shuguang (600303) announced on the evening of January 10 that the sales of complete vehicles in 2023 will be 1,747, a year-on-year decrease of 46.74%, of which 105 new energy buses will be sold, a year-on-year decrease of 79.92%.
Black peony: In the fourth quarter of 2023, the contracted amount will be 315 million yuan, an increase of 94.22% year-on-year
Black Peony (600510) announced on the evening of January 10 that in the fourth quarter of 2023, the contracted area will be 46,800 square meters, an increase of 65.96% year-on-year, and the contracted amount will be 315 million yuan, an increase of 94.22% year-on-year.
Hubei Energy: In 2023, the cumulative power generation capacity will be 35.745 billion kWh, an increase of 4.6% year-on-year
Hubei Energy (000883) announced on the evening of January 10 that the company completed power generation of 3.564 billion kWh in December 2023, an increase of 39.98% year-on-year. Among them, hydropower generation increased by 341.12% year-on-year, and new energy power generation increased by 60.34% year-on-year. In 2023, the cumulative power generation capacity will be 35.745 billion kWh, an increase of 4.6% year-on-year. Among them, the new energy power generation increased by 27.45% year-on-year.
Xiaoming shares: In December 2023, the sales revenue of chicken products decreased by 43.66% year-on-year
Xiaoming shares (300967) announced on the evening of January 10 that the company sold 15.5979 million chicken products in December 2023, with a sales revenue of 37.5784 million yuan, with month-on-month changes of -18.24% and -19.84%, and year-on-year changes of -19.34% and -43.66% respectively.
Yisheng shares: In December 2023, the sales revenue of white feather broiler chicks decreased by 7.65% year-on-year
Yisheng Co., Ltd. (002458) announced on the evening of January 10 that in December 2023, the company's sales of white feather broiler chicks were 40.8601 million, and the sales revenue was 86.958 million yuan, with year-on-year changes of 4.37% and -7.65%, and month-on-month changes of -16.61% and -45.42%, respectively, and the number of breeding pigs sold was 11, with sales revenue of 34,100 yuan, year-on-year changes of -79.25%, -82.37%, and month-on-month changes of -98.51%, - 98.46%。
Shoukai shares: In 2023, the contract amount will be 61.533 billion yuan, a year-on-year decrease of 29.24%
Shoukai Co., Ltd. (600376) announced on the evening of January 10 that in December 2023, the company achieved a total contracted area of 277,500 square meters and a contracted amount of 5.716 billion yuan. From January to December 2023, the company achieved a total contracted area of 2,698,500 square meters, a year-on-year decrease of 15.09%, and a contracted amount of 61.533 billion yuan, a year-on-year decrease of 29.24%.
Hefu China: Consolidated operating income in 2023 will be 1.099 billion yuan, a year-on-year decrease of 14.11%
Cowealth China (603122) announced on the evening of January 10 that the company's consolidated operating income from January to December 2023 was 1.099 billion yuan, a decrease of 14.11% from the consolidated operating income in the same period last year.
Nanqiao Food: Consolidated revenue in December 2023 was 294 million yuan, a year-on-year increase of 3.45%
Nanqiao Food (605339) announced on the evening of January 10 that the company's consolidated operating income in December 2023 was 294 million yuan, a year-on-year increase of 3.45%.
Shanghai Construction Engineering: The cumulative amount of new contracts signed in 2023 will be 431.813 billion yuan
Shanghai Construction Engineering (600170) announced on the evening of January 10 that from January to December 2023, the company and its subsidiaries signed a total of 431.813 billion yuan in new contracts.
[Increase, decrease, repurchase, etc.]
No. 9 Company: plans to repurchase shares with 300 million yuan to 500 million yuan
Nine Company (689009) announced on the evening of January 10 that the company intends to repurchase shares with 300 million yuan to 500 million yuan for equity incentive plans or employee stock ownership plans. The repurchase price does not exceed 58.00 yuan per share.
Hualian Holdings: It is planned to repurchase shares for 50 million yuan to 100 million yuan
Hualian Holdings (000036) announced on the evening of January 10 that the company intends to repurchase shares for 50 million yuan to 100 million yuan for equity incentives or employee stock ownership plans. The repurchase price is not more than 5 yuan per share.
Wanji Technology: The controlling shareholder and actual controller plan to reduce their holdings of no more than 3% of the company's shares
Wanji Technology (300552) announced on the evening of January 10 that Zhai Jun, the company's controlling shareholder, actual controller, chairman and general manager, plans to reduce his holdings of the company's shares by centralized bidding or block trading by no more than 6,393,900 shares (the total reduction does not exceed 3.00% of the company's total share capital) within three months after 15 trading days.
Boshuo Technology: Shareholders plan to reduce their holdings of no more than 3% of the company's shares
Boshuo Technology (300951) announced on the evening of January 10 that Huai'an Hongdexuan Investment Partnership (Limited Partnership), a 22.31% shareholder, plans to reduce its holdings of the company's shares by centralized bidding and block trading by no more than 3,631,200 shares (accounting for 3% of the company's total shares).
Aisky: The two shareholders plan to reduce their holdings of no more than 2% of the company's shares in total
Aisky (300521) announced on the evening of January 10 that shareholders Tiancheng Qiandao No. 1 Fund and Yanfeng Sunflower No. 1 Fund plan to reduce their holdings of the company's shares by no more than 1.44 million shares (accounting for 1% of the company's total share capital) through centralized bidding and block trading within three months after 15 trading days, with a total reduction of no more than 2% of the company's total share capital.
Jinghua New Materials: Ningbo Hutong Private Equity Fund plans to reduce its holdings of no more than 1% of the company's shares
Jinghua New Materials (603683) announced on the evening of January 10 that Ningbo Hutong Private Equity Fund, a 5.02% shareholder, intends to reduce its holdings of the company's shares by no more than 2.5879 million shares, that is, no more than 1.00% of the company's total share capital.
【Winning Contract】
Asia-Pacific shares: received a notice of new energy vehicle designation
Asia-Pacific Co., Ltd. (002284) announced on the evening of January 10 that the company recently received a fixed-point notice from a leading domestic independent brand OEM that the company will provide front disc brakes with steering knuckle assembly and rear brake assembly (with EPB) for two new energy models of the customer. According to the customer's plan, the life cycle of the above project is 6 years, and mass production is expected to start in the second half of 2024, with a total life cycle sales amount of about 3.2 billion yuan.
Guangdong Hydropower: The subsidiary won the bid for a construction general contracting project of 1.696 billion yuan
Guangdong Hydropower (002060) announced on the evening of January 10 that Guangdong Construction Engineering Group Co., Ltd. (hereinafter referred to as "Construction Engineering Group"), a wholly-owned subsidiary of the company, received the "Notice of Winning the Bid" from Guangzhou Exchange Group Co., Ltd. on January 9, confirming that Construction Engineering Group is the winning bidder of the "Guangdong Construction Engineering Science and Technology Innovation Building Project Construction General Contractor", with a winning bid price of 1.696 billion yuan.
Runjian Co., Ltd.: Pre-won the bid for the public bidding project of China Mobile Guangdong Company
Runjian Co., Ltd. (002929) announced on the evening of January 10 that China Mobile Procurement and Bidding Network recently released the "China Mobile Guangdong Company 2024-2025 Home Gathering Access Construction Service Public Bidding Project - Announcement of Winning Candidates", the company is the winning candidate for the above projects, and the total winning scale of the entire service cycle is 248 million yuan (tax included).
Han Jianheshan: Won the bid for 2 engineering pipe procurement projects
Han Jianheshan (603616) announced on the evening of January 10 that the company won the bid for the "Wanjiazhai Huangbei Trunk Branch Project Pipe (PCCP and Accessories) Procurement I Bid" project with 118 million yuan, accounting for about 21.09% of the company's audited operating income in 2022;
Zhiguang Electric: Holding Sun Company won the bid for 142 million yuan EPC general contracting project
Zhiguang Electric (002169) announced on the evening of January 10 that Guangzhou Huayue Electric Power Engineering Design Co., Ltd., the company's holding company, recently received a notice of winning the bid, and Guangzhou Huayue Electric Power Engineering Design Co., Ltd. won the bid for the EPC general contracting project of the first phase of the 80MW forest-light complementary project of Guangzhou Development Longchuan Longmu Phase II, with a bid amount of 142 million yuan.
Xinzhu Co., Ltd.: The subsidiary pre-selected photovoltaic projects
Xinzhu Co., Ltd. (002480) announced on the evening of January 10 that the company's holding subsidiary, Shengtian New Energy, ranked first in the selection results of the 200,000 kilowatt power supply guarantee photovoltaic energy storage project in Sege, Xinlong County and the 400,000 kilowatt "1+N" photovoltaic project (I. standard) in Xiangcheng Zhengdou. The publicity period is from January 10, 2024 to January 12, 2024, and if there is no objection during the publicity period, Shengtian New Energy will become the pre-selected enterprise of the above-mentioned photovoltaic projects.
Shengxin Lithium Energy: Signed a lithium hydroxide supply contract with Hyundai Motor
Shengxin Lithium Energy (002240) announced on the evening of January 10 that the company and its wholly-owned subsidiary, Shengwei International, recently signed a lithium hydroxide supply contract with Hyundai Motor Company (hereinafter referred to as "Hyundai Motor"), and the company and Shengwei International will supply lithium hydroxide products to Hyundai Motor from 2024 to 2027.
Kaier New Materials: The holding subsidiary signed a major contract of 37.5 million yuan for daily operation
Kaier New Materials (300234) announced on the evening of January 10 that the company recently received the "Curtain Wall Engineering Professional Subcontracting Agreement" signed by its holding subsidiary Shengkai Wall and New Century Construction, with a total contract amount of 37.5 million yuan (including tax), excluding tax of about 34.4037 million yuan, accounting for 4.89% of the company's audited operating income in 2022.
Defu Technology: Signed a fixed-point agreement with a wholly-owned subsidiary of a leading German vehicle manufacturer for power batteries
Defu Technology (301511) announced on the evening of January 10 that recently, the company signed a "fixed-point agreement" with a wholly-owned subsidiary of a leading German well-known vehicle manufacturer for power batteries, which stipulates that the company will supply lithium battery copper foil products to customers.
Guoke Military Industry: The holding subsidiary signed a product purchase and sales contract
Guoke Military Industry (688543) announced on the evening of January 10 that Jiangxi Xinming Machinery Co., Ltd., a holding subsidiary of the company, intends to sign a sales contract for a missile (rocket) engine safety and control module product with the company's controlling shareholder, Jiangxi Military Industry Holding Group Co., Ltd., according to the actual needs of its production and operation, and the estimated amount of the related transaction is 35.2 million yuan.
[Others]
Dingyang Technology: Officially released SDM4000A high-speed six-and-a-half-digit digital multimeter
Dingyang Technology (688112) announced on the evening of January 10 that the company officially released SDM4000A high-speed six-and-a-half-digit digital multimeter. SDM4000A six-and-a-half-digit digital multimeters are equipped with high reading rates, touch screens and new interfaces to help improve product testing efficiency, and are widely used in automated testing, power engineering, electronics manufacturing and maintenance, and other fields. The new products released by the company have not achieved large-scale sales, and there is a risk that marketing and customer development are not as expected.
Tianzhen shares: the company's new PET composite flooring will be officially released from January 11 to 14
Tianzhen Co., Ltd. (301356) announced on the evening of January 10 that the company's newly developed new PET composite flooring will be officially released and exhibited at the Hannover International Floor Pavement Exhibition in Germany from January 11 to 14, 2024. Before the release of this new product, the company's main product was PVC flooring, and the vast majority of sales revenue came from the North American market. Since 2023, the U.S. Customs and Border Protection has successively carried out traceability work on some PVC flooring importers, which has brought great challenges to the development of the industry and the company's operation.
China Construction Bank: Cui Yong, Executive Director and Vice President, resigned due to job transfer
China Construction Bank (601939) announced on the evening of January 10 that Cui Yong had submitted his resignation to the board of directors of the bank due to work transfer, resigning as executive director, vice president, member of the strategic development committee of the board of directors and member of the risk management committee.
Kaiying Network: Authorize the management to strengthen equity cooperation with Century Huatong
Kaiying Network (002517) announced on the evening of January 10 that the company plans to authorize the management to strengthen equity cooperation with Century Huatong, and the authorized investment amount will not exceed 500 million yuan.
Jianyou Co., Ltd.: Obtained the drug registration approval of voriconazole for injection from the State Food and Drug Administration
Jianyou Co., Ltd. (603707) announced on the evening of January 10 that the company recently received the drug registration certificate of voriconazole for injection, 0.2g specification issued by the State Food and Drug Administration (hereinafter referred to as "NMPA").
Baicheng Pharmaceutical: 2022HY052 obtained the clinical trial approval notice
Baicheng Pharmaceutical (301096) announced on the evening of January 10 that the company recently received a clinical trial approval notice from the State Food and Drug Administration (NMPA), and the 2022HY052 drug independently developed by the company will carry out clinical trial research.
Lepu Medical: Single-use coronary intravascular shock wave catheter was approved by NMPA
Lepu Medical (300003) announced on the evening of January 10 that the company's self-developed disposable coronary intravascular shock wave catheter was officially approved by the State Food and Drug Administration (NMPA) and obtained the registration certificate of Class III medical devices.
Tebao Bio: The drug registration application of Yipei Growth Hormone Injection was accepted
Tebao Biotech (688278) announced on the evening of January 10 that the company recently received the "Notice of Acceptance" issued by the State Drug Administration (hereinafter referred to as the "Food and Drug Administration") on the application for registration and marketing authorization for the domestic production of the company's product under development, Yipei Growth Hormone Injection. Yipei Growth Hormone Injection (Application Classification: Therapeutic Biological Products Class 1) is a long-acting human growth hormone independently developed by the company, which is intended to be used for the treatment of children's growth disorders caused by insufficient endogenous growth hormone secretion. If Yipei growth hormone injection can be approved for marketing in the future, it will further enrich the company's product line and enhance the company's overall competitiveness.
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