【Event】
Minde Electronics: It plans to acquire about 0.92% of the equity of Guangxin Microelectronics to increase the power semiconductor wafer foundry business
Minde Electronics (300656) announced that recently, the company signed an equity transfer agreement with Lishui High-quality Green Development Industry Fund Co., Ltd. (hereinafter referred to as "High-quality Fund"), the company will acquire 0.9197% of the equity of Zhejiang Guangxin Microelectronics Co., Ltd. (hereinafter referred to as "Guangxin Microelectronics") held by the high-quality fund, and the equity transfer price is the sum of the original value of 5.61 million yuan and the investment income calculated at an annualized interest rate of 5%. Guangxin Microelectronics' main business is process semiconductor wafer foundry, with an annual planned annual output of 1.2 million pieces of 6-inch silicon-based wafer foundry capacity in the first phase, and a small amount of 8-inch silicon-based wafer foundry capacity and 6-inch silicon carbide wafer foundry capacity. After the completion of the transaction, the company's shareholding concentration in Guangxin Microelectronics will be further increased.
Xiamen Tungsten New Energy: It is planned to invest 278 million yuan in the construction of high-end energy materials engineering innovation center project
Xiamen Tungsten New Energy (688778) announced that the company plans to invest 278 million yuan to build a new Xiamen Tungsten New Energy High-end Energy Materials Engineering Innovation Center project. After the completion of the construction of the project, the pilot production capacity will be increased by 1,500 tons/year.
Haixiang Pharmaceutical: The API of a wholly-owned subsidiary has passed the EU GMP certification
Haixiang Pharmaceutical (002099) announced that recently, Chuannan Pharmaceutical, a wholly-owned subsidiary of the company, received the GMP certificates for clindamycin hydrochloride API and clindamycin phosphate API issued by the Ministry of Health and Consumer Protection (BJV) in Hamburg, Germany. Chuannan Pharmaceutical's passing of the EU GMP certification will help the company to explore the high-end market in Europe and the United States, expand its business scale, and have a positive impact on the development and expansion of new customers and new projects in the company's CMO/CDMO business.
Fosun Pharma: The drug registration application of the subsidiary sodium foscarnet injection was accepted
Fosun Pharma (600196) announced that its holding subsidiary, Henlius, recently received approval from the State Food and Drug Administration to approve the clinical trial of its self-developed HLX53 (i.e., anti-TIGIT Fc fusion protein) in combination with hansizhuang ® (i.e., serplulimab injection) and Hanbeitai ® (i.e., bevacizumab injection) for the first-line treatment of locally advanced or metastatic hepatocellular carcinoma (HCC). The drug registration application for foscarnet sodium injection of Guilin South Pharmaceutical, a holding subsidiary, was recently accepted by the State Food and Drug Administration.
Haisco: HSK16149 new indication of capsule was approved for clinical trials
Haisco (002653) announced that the company recently received the "Notice of Approval of Drug Clinical Trials" issued by the State Food and Drug Administration, and after review, the clinical trial application for HSK16149 capsules accepted in January 2024 meets the relevant requirements of drug registration, and agrees to carry out clinical trials, which are intended to be used for the treatment of fibromyalgia.
Baiyunshan: The marketing application for sildenafil citrate chemical API was approved
Baiyunshan (600332) announced that its branch Baiyunshan Chemical Pharmaceutical Factory received the approval notice of the marketing application for sildenafil citrate chemical API approved and issued by the State Food and Drug Administration on April 16. Sildenafil citrate is mainly indicated for the treatment of erectile dysfunction.
Electronic City: Zhiyu Zhilian, a subsidiary, intends to terminate its application for listing on the Beijing Stock Exchange
Electronic City (600658) announced that its subsidiary Zhiyu Zhilian intends to terminate the public offering of shares to unspecified qualified investors and its listing on the Beijing Stock Exchange.
【Performance】
People's Daily Online: Net profit in 2023 will increase by 6.62% year-on-year, and 10 distributions of 1.69 yuan are planned
People's Daily Online (603000) released its annual report, achieving operating income of 2.115 billion yuan, a year-on-year increase of 6.95%, a net profit of 331 million yuan, a year-on-year increase of 6.62%, and basic earnings per share of 0.3 yuan. The company intends to distribute a dividend of 1.69 yuan (tax included) for every 10 shares.
Shentong Metro: Net profit in 2023 will decrease by 5.46% year-on-year, and it is planned to distribute 10 distributions of 0.52 yuan
Shentong Metro (600834) released its annual report, achieving operating income of 402 million yuan, an increase of 17.04% year-on-year, net profit of 69.0361 million yuan, a year-on-year decrease of 5.46%, and basic earnings per share of 0.14 yuan. The company intends to distribute a cash dividend of 0.52 yuan (tax included) for every 10 shares.
Newtiger: Net profit in 2023 will increase by 75.08% year-on-year, and it is planned to distribute 1.25 yuan from 10 to 4
Newtiger (301229) disclosed its annual report that the company will achieve operating income of 903 million yuan in 2023, a year-on-year increase of 30.46%, a net profit of 72.6469 million yuan, a year-on-year increase of 75.08%, and basic earnings per share of 0.91 yuan. The company intends to increase 4 shares for every 10 shares and distribute a dividend of 1.25 yuan (tax included). During the reporting period, the company grasped the development opportunities of automobile lightweight and the development trend of new energy vehicles, innovated and developed aluminum alloy and plastic lightweight parts and components for new energy vehicles, optimized product structure, enhanced business competitiveness, and promoted steady growth in performance.
Hainan Mining: net profit in the first quarter increased by 38.07%-64.7% year-on-year
Hainan Mining (601969) released a performance forecast, which is expected to achieve a net profit of 223 million yuan to 266 million yuan in the first quarter of 2024, an increase of 38.07% to 64.7% year-on-year. As the settlement price of iron ore in the first quarter was higher than that of the same period last year, the net profit of the company's iron ore mining and dressing business achieved a large year-on-year growth.
Nuovizan: It is expected that the net profit in the first quarter will be 4.5 million yuan to 5.5 million yuan year-on-year
Novozan (688105) announced that it is expected to achieve a net profit of 4.5 million yuan to 5.5 million yuan in the first quarter of 2024, an increase of 55.12 million yuan to 56.12 million yuan year-on-year, and achieve a turnaround. The company's life science business extraction, cell, protein and other new product lines, the product matrix has been further improved, the customer unit price and market coverage have increased rapidly, and the related sales revenue has increased significantly. In addition, the company's regular business revenue further increased due to factors such as the commercialization of the respiratory pathogen detection project of the company's in vitro diagnostic business, the further increase in the market share of new drug research and development reagents in the biomedical business, and the receipt of milestone payments for antibody discovery and commercialization projects.
Zhuosheng Micro: net profit in the first quarter increased by 64.82%-69.97% year-on-year
Zhuosheng Micro (300782) released a performance forecast, and it is expected that the net profit attributable to the parent company in the first quarter of 2024 will be 192 million yuan - 198 million yuan, a year-on-year increase of 64.82% - 69.97%. During the reporting period, the company continued to consolidate and enhance the market share of the original advantageous products, and at the same time relied on the self-built production line to continuously increase the market development of RF filter module products, and the scale effect of module products brought by filter breakthroughs continued to increase, and the above factors made the company's performance in the first quarter increase compared with the same period last year.
Baoguang shares: net profit is expected to increase by 73.18% year-on-year in the first quarter
Baoguang Co., Ltd. (600379) announced that it is expected to achieve a net profit of 16.14 million yuan in the first quarter of 2024, an increase of 6.82 million yuan over the same period last year, a year-on-year increase of 73.18%. During the reporting period, the company strengthened its market development efforts, promoted the growth of domestic and international sales, optimized the sales structure of its main products, and achieved a significant year-on-year increase in profit.
Yisheng shares: net profit in the first quarter was 109 million yuan, down 65.16% year-on-year
Yisheng Co., Ltd. (002458) disclosed the first quarter report that the company achieved operating income of 687 million yuan in the first quarter of 2024, a year-on-year decrease of 24.75%, a net profit of 109 million yuan, a year-on-year decrease of 65.16%, and basic earnings per share of 0.1 yuan. During the reporting period, the price of the company's main products, parent generation and commercial generation chicks, was lower than that of the same period last year.
Tianan New Materials: net profit in the first quarter was 12.2657 million yuan, a year-on-year increase of 50.98%
Tianan New Materials (603725) released its first-quarter report, achieving operating income of 526 million yuan in the first quarter of 2024, a year-on-year decrease of 1.99%, and a net profit of 12.2657 million yuan, a year-on-year increase of 50.98%. During the reporting period, the company's home decoration finishing materials and film product structure changed, and the increase in sales of high-margin products led to an increase in operating income and gross profit margin.
Yunzhongma: net profit in the first quarter was 24.1187 million yuan, a year-on-year increase of 25.69%
Yunzhongma (603130) released the first quarter report, with an operating income of 547 million yuan in the first quarter of 2024, a year-on-year increase of 20.46%, and a net profit of 24.1187 million yuan, a year-on-year increase of 25.69%.
Walter Dyne: net profit of 169 million yuan in the first quarter, a year-on-year increase of 3%
Walter Dyne (000915) disclosed the first quarter report that the company achieved operating income of 572 million yuan in the first quarter of 2024, a year-on-year increase of 1.85%, net profit attributable to the parent company of 169 million yuan, a year-on-year increase of 3%, and basic earnings per share of 0.72 yuan. Among them, the company's pharmaceutical business achieved operating income of 563 million yuan and net profit of 318 million yuan in the first quarter, an increase of 2.34% and 0.78% year-on-year respectively.
Xiamen Tungsten New Energy: net profit of 111 million yuan in the first quarter, down 3.71% year-on-year
Xiamen Tungsten New Energy (688778) disclosed the first quarter report, the company achieved a net profit of 111 million yuan in the first quarter of 2024, a year-on-year decrease of 3.71%.
China Energy Construction: The new contract value in the first quarter was 367.756 billion yuan, a year-on-year increase of 23.53%
China Energy Construction (601868) announced that the cumulative new contract value in the first quarter of 2024 was 367.756 billion yuan, a year-on-year increase of 23.53%.
【Do repurchase】
Pulian Software: It is planned to repurchase the company's shares for 30 million yuan to 35 million yuan
Pulian Software (300996) announced that the company intends to repurchase shares for no less than 30 million yuan and no more than 35 million yuan for employee stock ownership plans or equity incentives, and the repurchase price does not exceed 23 yuan per share.
Wenfeng shares: plans to repurchase the company's shares for 25 million yuan - 50 million yuan
Wenfeng shares (601010) announced that it intends to repurchase the company's shares with 25 million yuan - 50 million yuan, and the repurchase price does not exceed 3.21 yuan / share.
(This article is from Yicai)