Today's Focus
6. Balance design: The project of Central China Intelligent Aircraft Industrial Base has not yet formally signed a contract and has not generated any income
Recently, the company has paid attention to media reports that the company is involved in the concept of "low-altitude economy", which mentions that the company won the bid for the Central China Intelligent Aircraft Industrial Base project. As a member of the consortium, the above-mentioned project company won the bid, and the company was mainly responsible for the construction drawing design work in this project, and only shared the construction drawing design fee of 5.3186 million yuan, which accounted for only 0.31% of the company's audited operating income in 2023. As of the date of this announcement, the project has not been formally contracted and has not generated any revenue. In addition, the company has no contracts and revenue recognition related to the "low-altitude economy" as described in other media.
Jolywood: terminated the 14 billion yuan silicon-based project
Jolywood announced the termination of silicon-based projects, after the company announced that it plans to invest in an annual output of 200,000 tons of industrial silicon and an annual output of 100,000 tons of high-purity polysilicon projects in Gujiao City, Taiyuan, Shanxi, with a total investment of 14 billion yuan. After signing the investment agreement, the company actively promoted the preparatory work for the investment of the polysilicon project with the Gujiao Municipal People's Government and the Taiyuan Municipal People's Government, but there was no feasible plan for the project to land in the chemical park, and the investment agreement failed to meet the conditions for taking effect, and the market environment of the photovoltaic industry has undergone major changes, and the feasibility of silicon-based projects has undergone major changes. Based on this, it is expected that the continuation of the project will not achieve the expected investment results. Combined with the company's overall development plan and market conditions, in order to optimize the company's resource allocation, reduce investment risks, and effectively safeguard the interests of the company and all shareholders, the company decided to terminate the investment in silicon-based projects after careful research.
Zhongchen Technology: Short-term trading of relatives of independent director Jiang Haijun
Zhongchen Technology announced that Jiang Kegui, the father of Jiang Haijun, an independent director of the company, bought and sold the company's shares through centralized bidding from September 4, 2023 to April 16, 2024, constituting short-term trading. Jiang Kegui bought a total of 8,900 shares of the company's shares in this short-term transaction, with a cumulative turnover of 395,951 yuan, and sold 8,900 shares of the company's shares, with a cumulative turnover of 364,751 yuan, and a cumulative transaction income of -31,200 yuan.
2. Blue Ocean Huateng: The company's electric aircraft motor controller is currently in the stage of technology research and development
2. Blue Ocean Huateng issued a change announcement, paying attention to the discussion of the company's business on some media, stock bars and other platforms involving the hot concepts of "low-altitude economy" and "solid-state battery". At present, the company is mainly engaged in electric vehicle motor controllers, medium and low voltage inverters, servo drives and other products. The company's electric aircraft motor controller is currently in the stage of technology research and development, which will not have a significant impact on the company's performance in the short term; High Energy Times (Zhuhai) New Energy Technology Co., Ltd. is an innovative high-tech enterprise with R&D and manufacturing of high-specific energy and high-safety all-solid-state lithium batteries as the core, and the company will invest in High Energy Times in June 2023, with a shareholding ratio of 1.91%, which will not have a significant impact on the company's performance in the short term.
Lubei Chemical: net profit attributable to the parent company in the first quarter increased by 3131.39% year-on-year
Lubei Chemical reported in the first quarter of 2024 that the net profit attributable to the parent company in the first quarter was 50.5414 million yuan, a year-on-year increase of 3131.39%.
Great Wall Motor: net profit attributable to the parent company in the first quarter was 3.228 billion yuan, a year-on-year increase of 1752.55%
Great Wall Motor released a report for the first quarter of 2024, with a net profit attributable to the parent company of 3.228 billion yuan in the first quarter, a year-on-year increase of 1752.55%.
Operational performance
Performance growth
Goertek: net profit attributable to the parent company in the first quarter was 380 million yuan, a year-on-year increase of 257.47%
Transsion Holdings: net profit attributable to the parent company in the first quarter was 1.626 billion yuan, a year-on-year increase of 210.3%
Linglong Tire: The net profit attributable to the parent company in 2023 will be 1.391 billion yuan, a year-on-year increase of 376.88%
Opai Home: The net profit attributable to the parent company in 2023 will be 3.036 billion yuan, a year-on-year increase of 12.93%
Changdian Technology: net profit attributable to the parent company in the first quarter was 135 million yuan, a year-on-year increase of 23.01%
Hisense Home Appliances: Net profit attributable to the parent company in the first quarter was 981 million yuan, a year-on-year increase of 59.48%
USI: Net profit attributable to the parent company in the first quarter was 335 million yuan, a year-on-year increase of 20.63%
Jinzhi Technology: net profit in the first quarter was 19.0751 million yuan, an increase of 108.86% year-on-year
Yujing shares: net profit in the first quarter was 30.2197 million yuan, a year-on-year increase of 70%
Yakang shares: net profit in the first quarter was 22.6948 million yuan, a year-on-year increase of 8.27%
Shanke Intelligent: net profit in the first quarter was 16.5653 million yuan, a year-on-year increase of 7.04%
Baowu Magnesium: net profit in the first quarter was 60.7193 million yuan, a year-on-year increase of 19.94%
No. 9 Company: net profit of 136 million yuan in the first quarter, a year-on-year increase of 675.34%
Capital Securities: Net profit in the first quarter of 2024 increased by 25.22% year-on-year
Declining performance
Oriental Wealth: net profit in the first quarter fell 3.7% year-on-year
Mongoli: net profit in the first quarter was 2.9653 million yuan, down 78.88% year-on-year
Tongbao Energy: The net profit attributable to the parent company in the first quarter was 133 million yuan, a year-on-year decrease of 43.82%
Shanghai Energy: net profit attributable to the parent company in the first quarter was 303 million, down 63.76% year-on-year
Dongshan Precision: Net profit attributable to the parent company in the first quarter was 289 million, down 38.65% year-on-year
Huace Film and Television: Net profit in the first quarter decreased by 79.58% year-on-year
EVE: Net profit in the first quarter of 2024 decreased by 6.49% year-on-year
Guanghui Automobile: net profit in the first quarter was 70.9405 million yuan, down 86.61% year-on-year
Agile shares: net profit in the first quarter decreased by 75.64% year-on-year
Additions/Decreases/Repurchases
Reduction
Jin Hongshun: Shareholder AutoNavi Investment intends to reduce its holdings by no more than 3%.
Babi Foods: Three shareholders plan to reduce their shareholdings
Kangxin New Materials: Li Jie and Zhou Xiaolu, who acted in concert, plan to reduce their holdings by no more than 0.5%
Sinovatio: Guangdong Laterite, Nanjing Laterite, Kunshan Laterite, and Zhengzhou Bairui plan to reduce their holdings by 2.5856% in total
Overweight
Kelin Electric: Shijiazhuang Guotou Group recently increased its stake in the company by 1.98%.
Repurchase
Sichuan Meifeng: The controlling shareholder proposed 70 million yuan to 100 million yuan to repurchase shares
Hebang Biological: It is planned to repurchase shares from 100 million yuan to 200 million yuan
Important
Investment cooperation
Guangxi Energy: It is planned to invest 1.418 billion yuan to build an eight-step uplink wind farm project
Zhejiang Rongtai: It is planned to invest in the construction of a new energy auto parts production project with an annual output of 500,000 sets through a wholly-owned subsidiary
Guanglian Aviation: It is planned to invest 300 million yuan in the construction of the second phase of the UAV assembly and spare parts manufacturing project
Winning the project bid
Hengshang Energy Conservation: Won the bid of 129 million yuan for the curtain wall project of the permanent housing project of Pujiang Laboratory
STEC: Subsidiaries jointly won the bid for an infrastructure construction project of RMB 7.193 billion
Qiaoyin Co., Ltd.: Pre-won the bid for about 33.7 million yuan of kitchen waste collection and transportation project
Miscellaneous
Walvax: Terminated clinical trials of recombinant novel coronavirus vaccine (chimpanzee adenovirus vector).
Tianjin Pharmaceutical Co., Ltd.: Compound ipratropium bromide solution for inhalation obtained the drug registration certificate
Changshan Pharmaceutical: The marketing authorization application for ebenatitide injection was accepted
Betta Pharmaceutical: BPI-16350 obtained the summary report of Phase III clinical trial
Tonghua Dongbao: GLP-1/GIP dual-target receptor agonist weight loss indication was approved for clinical trial
Yuanda Environmental Protection: The subsidiary plans to carry out desulfurization, denitrification and dust removal services for Qiaotou Power Plant
Jiangsu Guotai: Proposed 2024 interim dividend arrangement, the total amount of cash distribution shall not exceed 30% of the net profit of the corresponding period
Risk Warning
Tanaka Seiki: Due to personal reasons, Zhang Yulong resigned as director and general manager
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