The main hot topics in the A-share session on Wednesday

1. Ōki

Zhongzi prefix central enterprises + Shanghai Pudong + film and television media: China Television Media

Zhongzi prefix central enterprises + environmental protection: Sinoma Energy Conservation, China Construction Environmental Energy

Zhongzitou central enterprises + diversified finance: COFCO Capital

Central enterprises + Shanghai local + repurchase: Baosteel packaging

Central Enterprises + Education: Guoxin Culture

2. Media

年报预增+出版传媒:时代出版

Shanghai Local + Publishing Media: Xinhua Media

State-owned enterprises + short drama film and television: Zhongguang Tianxuan

Publishing and media: Inner Mongolia Xinhua

3. Shanghai local stocks

Shanghai Local + Construction Engineering + AI: Huajian Group

Shanghai Local + Medical Circulation: Hefu China

Shanghai Local + Real Estate: Everbright Jiabao

4. Annual report

Annual report forecast + magnet wire: Great Wall Technology

Annual report forecast + motorcycle: spring breeze power

Annual report turnaround + robot: Yi Jiahe

Annual report turnaround + e-commerce: beauty makeup

Annual report turnaround + ink: Letone shares

Annual report turnaround + clothing: Meibang clothing

4. Miscellaneous

State-owned enterprises + engineering design: China Construction Co., Ltd

Automobile reducer: Zhongma transmission

New + Heating: Belden Energy

New + auto parts: Jindi shares

State-owned enterprises + agriculture: Zhongji Health

Flying car: VIE Technology

Computing power scheduling: Zhizhen Technology

Cosmetics: Marubeni shares

3. List of Tourist Capital and Institutions

Ninestar (002180): Five institutions bought 111 million, and two institutions sold 14.06 million

VIE Technology (002590): Open Source Shenzhen Branch and Open Source Xi'an West Street Tour Investors bought, and an institution bought 18.54 million

Sinoma Energy Conservation (603126): Guojun Shanghai Zhongshan East Road and Yinhe Rugao Health Road Tour Owner bought, and an institution bought 57.32 million

Meibang Apparel (002269): Guojun Sanya Yingbin Road and Huaxin Shanghai Branch Tour Owner bought, an institution bought 940,000 yuan and sold 2.79 million yuan

China Construction Environmental Energy (300425): CITIC Beijing Hujialou and Huaxin Shanghai Branch bought the main capital, and an institution bought 17.04 million and sold 7.51 million

Belden Energy (001376): Guojun Kunming Renmin Middle Road and Huaxin Shanghai Wanping South Road tour capital buyers, an institution bought 3.21 million and sold 11.31 million

Baosteel Packaging (601968): Bought by CICC Beijing Jianguomenwai Street and Maigao Shenyang Xishuncheng Street

Zhizhen Technology (003007): Galaxy Xiamen Jiahe Road and China Construction Investment Changsha Furong Middle Road Tour Owner Buy

COFCO Capital (002423): Purchased by the tour capital of Xingye Xiamen Huli Avenue and CITIC Xi'an Zhuque Street

Huajian Group (600629): CITIC Xi'an Zhuque Street and Guojun Shanghai Haowen Road Tour Owner Buy

Beauty Makeup (605136): Huaxin Shanghai Maotai Road and Huatai Yangzhou Wenchang Middle Road Tour Owner Buy

Jindi Co., Ltd. (603270): Everbright Foshan Lujing Road and Guojun Sanya Yingbin Road Tour Owner Buy

Zhongguang Tianxue (603721): Caitong Hangzhou Shangtang Road and Dongcai Lhasa South Ring Road tour capital buy

Everbright Jiabao (600622): Huaxin Hangzhou Branch and Huatai Headquarters are purchased by tourists

Guoxin Culture (600636): Huatai Headquarters and Guojun Headquarters Tour Owner Buy

Huicheng Environmental Protection: Net profit in 2023 is expected to increase by 5398.06%-6206.6% year-on-year

Huicheng Environmental Protection (300779) released a performance forecast, and it is expected that the net profit attributable to the parent company in 2023 will be 136 million yuan - 156 million yuan, a year-on-year increase of 5398.06% - 6206.6%. The main reason for the change in the company's net profit during the reporting period was that the company's new projects were completed and put into operation, and the production capacity of new projects was released, which made the company's 2023 annual performance increase significantly compared with the same period last year.

Sichuan Gold: Net profit in 2023 will be 210 million yuan, an increase of 5.92% year-on-year

Sichuan Gold (001337) released a performance report, with operating income of 629 million yuan in 2023, a year-on-year increase of 33.13%, a net profit attributable to the parent company of 210 million yuan, a year-on-year increase of 5.92%, and basic earnings per share of 0.51 yuan. The increase in performance was mainly due to the increase in gold prices and the increase in sales volume of gold concentrate and synthetic gold.

Lier Chemical: Net profit in 2023 will be 604 million yuan, down 66.68% year-on-year

Lier Chemical (002258) released a performance report, with operating income of 7.851 billion yuan in 2023, down 22.55% year-on-year, net profit attributable to the parent company of 604 million yuan, down 66.68% year-on-year, and basic earnings per share of 0.75 yuan. In 2023, the competition in the company's core product market will intensify, the sales price of products will drop sharply year-on-year, and the performance will decline sharply year-on-year.

Wen's shares: a pre-loss of 6 billion yuan to 6.5 billion yuan in 2023

Wen's shares (300498) released a performance forecast, and it is expected that the net profit attributable to the parent company will be 6 billion yuan to 6.5 billion yuan in 2023, compared with a profit of 5.289 billion yuan in the same period last year. During the reporting period, the company sold 26.2622 million pigs (including hairy pigs and fresh products), a year-on-year increase of 46.65% during the reporting period, and the average sales price of hairy pigs was 14.81 yuan/kg, a year-on-year decrease of 22.26%. The company has continuously strengthened basic production management, and the production performance has continued to improve, but due to the significant year-on-year decline in the sales price of live pigs, the profit of the company's pig breeding business has suffered a deep loss.

Zhuo Lang Technology: In 2023, the net profit will be 1.59 million yuan - 2.38 million yuan year-on-year

Zhuo Lang Technology (600225) released a performance forecast, and the net profit loss attributable to the parent company is expected to be 1.59 million yuan to 2.38 million yuan in 2023, a year-on-year loss. In the previous period, the company formed a large net income due to the disposal of bankrupt subsidiaries, and during the reporting period, with the gradual fading of the influencing factors of bankruptcy reorganization, the company's non-recurring income decreased significantly.

Shuangjie Electric: In 2023, the pre-profit will be 100 million yuan - 140 million yuan year-on-year

Shuangjie Electric (300444) released a performance forecast on the evening of January 31, and it is expected that the net profit attributable to the parent company in 2023 will be 100 million yuan - 140 million yuan, compared with a loss of 172 million yuan in the same period last year. During the reporting period, the company's production and operation were orderly, the development of various business segments was in a coordinated manner, and the expansion of domestic and foreign markets was continuously strengthened, and the business income of power transmission and distribution equipment, new energy development and construction, new energy intelligent equipment and charging piles increased significantly.

Rongta Sensitive: Net profit in 2023 is expected to increase by 60%-75% year-on-year

Rongta Photosensitive (300576) released a performance forecast on the evening of January 31, and it is expected that the net profit attributable to the parent company in 2023 will be 84.2778 million yuan - 92.1788 million yuan, a year-on-year increase of 60% - 75%. The expected increase in performance is due to the increase in the company's gross sales margin in the current period.

USI's performance report: net profit in 2023 decreased by 36.34% year-on-year

USI (601231) announced its 2023 annual results on the evening of January 31, with total operating income of about 60.792 billion yuan in 2023, down 11.27% year-on-year, net profit attributable to the parent company of 1.948 billion yuan, down 36.34% year-on-year, and basic earnings per share of 0.89 yuan. The revenue of communication products and consumer electronics products decreased year-on-year due to sluggish demand, and the cloud and storage products decreased significantly year-on-year due to the structural adjustment of product demand.