【Hot Spots】
*ST Shimao: received a prior notice of the company's intention to terminate the listing of the company's shares
*ST Shimao (600823) announced on the evening of May 15 that the company received the "Prior Notice on the Proposed Termination of the Listing of Shanghai Shimao Co., Ltd." issued by the Shanghai Stock Exchange on the same day. According to the notice, from April 12 to May 15, the daily closing price of the company's shares for 20 consecutive trading days was lower than 1 yuan, and according to relevant regulations, the company's shares have reached the conditions for termination of listing. The Shanghai Stock Exchange will make a decision to terminate the listing of the company's shares in accordance with relevant regulations. Trading in the company's shares will be suspended from the market open on Thursday, May 16.
*ST Baoli: It is expected to hit the trading delisting indicator after the close of trading on May 16
* ST Baoli (300116) announced on the evening of May 15 that as of May 15, the closing price of the company's shares was lower than 1 yuan for 19 consecutive trading days, and it is expected to hit the trading delisting index after the close of trading on May 16, and the company's shares are expected to be suspended from May 17.
Shilong Industrial: The company's shares will implement other risk warnings from May 17
Shilong Industrial (002748) announced on the evening of May 15 that due to false records in the 2019 annual report and the 2020 annual report, the company received the "Administrative Penalty Decision" issued by the Jiangxi Securities Regulatory Bureau, and the Jiangxi Securities Regulatory Bureau decided to order the company to correct, give a warning, and impose a fine of 2.8 million yuan; The then senior executives were given warnings and fines ranging from 500,000 yuan to 1.4 million yuan. The company's shares have been suspended for one day since the market opened on May 16, and resumed trading since the market opened on May 17, and other risk warnings have been implemented, and the stock abbreviation has been changed from "Shilong Industrial" to "ST Shilong", and the daily rise and fall of stock trading is limited to 5%.
Jimin Medical: The projects related to the stem cell drug R&D pipeline are all in the preclinical stage
Jimin Medical (603222) disclosed on the evening of May 15 that the company's Boao International Hospital signed a cooperation agreement with Professor Jonathan Robert Todd Lakey in January 2019, and hired Professor Jonathan Robert Todd Lakey as the chief scientist, whose main responsibility is to provide technical support for the hospital in stem cell-related fields and jointly carry out scientific research projects for a period of 3 years. Up to now, the cooperation between the two parties has ended, and the company has not promoted the transformation of its related scientific research results in China. Boao International Hospital's current stem cell drug R&D pipeline mainly includes adipose mesenchymal stem cells (ADSC) for retinitis pigmentosa (RP), adipose mesenchymal stem cells (ADSC) for type 2 diabetes mellitus (T2DM), and adipose mesenchymal stem cells (ADSC) for chronic obstructive pulmonary disease (COPD), but all of them are in the preclinical stage and the project is relatively early.
Nanjing Chemical Fiber: At present, the main business is still cellulose fiber and PET structural core materials
Nanjing Chemical Fiber (600889) issued an announcement on the evening of May 15 on abnormal fluctuations in stock prices, saying that the company's main business is still cellulose fiber and PET structural core materials, and the company's production and operation are normal and have not undergone major changes.
Caesars Culture: There have been no major changes in the internal and external business environment in the near future
Erlianban Caesar Culture (002425) issued a stock price change announcement on the evening of May 15, saying that the company's recent production and operation conditions are normal, and there have been no major changes in the internal and external business environment; After verification, the controlling shareholder and actual controller of the company did not have any information that should be disclosed but was not disclosed.
Beihua Co., Ltd.: The company's internal and external business environment has not undergone major changes
On the evening of May 15, Beihua Co., Ltd. (002246) issued an announcement on the change of stock trading, saying that the company's operation is normal, and there have been no major changes in the internal and external business environment.
Onlly Education: At present, the education and training business is still a highly regulated industry
Onlly Education (600661) disclosed on the evening of May 15 that the company takes education and training as its main business, and has continuously deepened its strategic transformation in recent years, forming a parallel business pattern of quality education, vocational education, adult education and international and basic education. Up to now, the company's daily operation is normal. At present, the education and training business is still a highly regulated industry and is greatly affected by relevant policies. The company will pay attention to relevant policy developments and promote the compliance of training business.
Huasheng Lithium: The company's shares trigger the conditions for the start of stock price stabilization measures
Huasheng Lithium (688353) announced on the evening of May 15 that from April 15 to May 15, the closing price of the company's shares has been lower than the latest audited net assets per share for 20 consecutive trading days, triggering the conditions for the start of stock price stabilization measures. According to the Company's Stock Price Stabilization Plan, the Company will formulate a specific plan for stock price stabilization measures within 5 trading days from the date on which the stock price triggers the conditions for initiating the stock price stabilization measures (May 15), and implement them after completing the relevant review procedures.
Haixin Energy: It is planned to carry out the pilot work of promoting and applying biodiesel
Haixin Energy Technology (300072) announced on the evening of May 15 that the company will carry out the pilot work of biodiesel promotion and application in Haidian District, Beijing and Juxian County, Rizhao City, Shandong Province in accordance with the notice and the requirements of relevant competent units. The pilot project for the promotion and application of biodiesel organized by the National Energy Administration will establish a complete management system covering the generation, collection, transportation, disposal and production, procurement, blending and sales of biodiesel, and actively promote the establishment of a biodiesel carbon emission reduction methodology, promote the inclusion of biodiesel in the national certified voluntary emission reduction (CCER) mechanism, and accelerate the realization of the green value of biodiesel. This move will develop domestic application scenarios for biodiesel, the domestic market demand will be gradually released, and the company's biodiesel products will be expanded to the domestic market.
Public Transportation: It is planned to sell the shares of Minsheng Securities and subscribe for the shares of Guolian Securities
Public Transportation (600611) announced on the evening of May 15 that the company intends to sell 220 million shares of Minsheng Securities (hereinafter referred to as the "underlying assets") held by it to Guolian Securities, and subscribe for the newly issued A shares of Guolian Securities with the underlying assets. The audit and evaluation of Minsheng Securities involved in this transaction have not yet been completed, and the transaction price of the underlying assets has not yet been determined.
ST Sunshine: The company received a reminder letter from independent directors
ST Sunshine (600220) announced on the evening of May 15 that the company recently received the "Independent Director Reminder Letter" jointly submitted by three independent directors, Chen Jun, Wang Feng and Liu Xiaoyun, urging the company to include but not limited to the following matters: 1. Regarding the occupation of non-operating funds by the company's controlling shareholders and their affiliates; 2. Internal control audit report on the company's negative opinion in 2023; 3. Reminder about the fluctuation of the company's stock.
【Change in Shareholding】
CIMC: The largest shareholder plans to transfer 5.1% of the company's shares
CIMC (000039) announced on the evening of May 15 that Shenzhen Capital Operation Group Co., Ltd., the largest shareholder, intends to transfer 5.1% of the company's total share capital by agreement through public solicitation of transferees, and the transfer price will not be less than 8.67 yuan per share. The implementation of the public solicitation transfer will not lead to a change in the company's largest shareholder.
Rock shares: The controlling shareholder's stock pledge default is proposed to be disposed of
Rock shares (600696) announced on the evening of May 15 that the company's controlling shareholder, Shanghai Guijiu Enterprise Development Co., Ltd. (hereinafter referred to as "Guiqi Development"), previously pledged its 17.5 million shares of the company (accounting for 7.81% of all shares of the company held by Guiqi Development and its concerted actors, accounting for 5.23% of the company's total share capital) to Tianjin Zhongcai Commercial Factoring Co., Ltd. (hereinafter referred to as "Zhongcai Factoring"). After the expiration of the stock pledge, your enterprise development has been actively working with Zhongcai Factoring to negotiate and resolve the above matters through the replacement of the pledge and other means to avoid enforcement, but the two parties ultimately failed to reach an agreement. Your enterprise development recently received the "Enforcement Ruling" from the Shanghai Financial Court, which will dispose of 17.5 million shares of the company held by your enterprise development at a discount.
ST Yuancheng: Part of the shares held by one of the controlling shareholders and the actor were forcibly liquidated
ST Yuancheng (603388) announced on the evening of May 15 that part of the company's shares held by Hangzhou Beijia, the concerted action person of the company's controlling shareholder, in the Northeast Securities Margin and Securities Lending Credit Transaction Guarantee Securities Account was forced to close on May 15, and the number of passive liquidations was 1.7055 million shares, accounting for 0.52% of the company's total share capital. This matter will not lead to a change in the controlling shareholder and actual controller, nor will it have an impact on the company's business activities.
【Mergers & Acquisitions】
Panjiang shares: plans to acquire 9% of the shares of Shouqian Company to strengthen its controlling position
Panjiang Co., Ltd. (600395) announced on the evening of May 15 that the company intends to participate in the acquisition of 9% of the shares of Guizhou Shouqian Resource Development Co., Ltd. (hereinafter referred to as "Shouqian Company") publicly listed and transferred by Shougang Shuicheng Iron and Steel (Group) Co., Ltd. through public delisting, with a reserve price of 112 million yuan. If the acquisition is successful, the company's shareholding in Shouqian will increase from 86% to 95%. Yangshan Coal Mine, which belongs to Shouqian Company, is rich in coal resources and has the advantages of excellent coal quality and high selectivity. The company's acquisition of 9% equity of Shouqian Company is conducive to expanding the main coal business and strengthening the company's controlling position in Shouqian Company. In addition, after comprehensively considering the company's financial situation and project investment risks, and from the perspective of sound operation, the company decided to give up the business opportunity of cooperating with Guizhou Wujiang Hydropower Development Co., Ltd. to invest in the construction and operation of the "Bijie Fire Wind and Solar Integrated Power Generation Project".
【Refinancing】
Fuda shares: It is planned to raise no more than 300 million yuan for the hybrid crankshaft project of new energy vehicles
Fuda shares (603166) announced on the evening of May 15 that the company intends to issue shares to specific objects through simplified procedures to raise a total of no more than 300 million yuan, which will be used for the hybrid crankshaft intelligent manufacturing project of new energy vehicles.
Zhaoxin shares: terminate the issuance of shares to specific targets in 2024
Zhaoxin shares (002256) announced on the evening of May 15 that the company has decided to terminate the issuance of A shares to specific targets in 2024 after full communication and prudent analysis after full communication and prudent analysis of the current capital market environment, the company's actual situation and development plan. In addition, in order to reduce the proportion of the company's financial investment and optimize the company's foreign investment structure, the company intends to adjust the relevant business and sell all the shares of Shenzhen Small, Medium and Micro Enterprises Investment Management Co., Ltd., a shareholding company, with an estimated transfer price of not less than 150 million yuan.
【Business Data】
Spring Airlines: Passenger turnover increased by 15.89% year-on-year in April
Spring Airlines (601021) announced on the evening of May 15 that passenger turnover in April decreased by 2.14% month-on-month and 15.89% year-on-year. In April, one A320neo aircraft was added, and the introduction method is self-purchased. As of the end of April, the company operated a total of 125 Airbus A320 family aircraft.
HNA Holdings: Passenger traffic increased 4.9% year-on-year in April
HNA Holdings (600221) announced on the evening of May 15 that in April, the revenue of the company and its subsidiaries (hereinafter referred to as the "Group") decreased by 0.33% month-on-month and increased by 11.39% year-on-year; Passenger traffic decreased by 2.82% month-on-month and increased by 4.9% year-on-year; Passenger capacity input decreased by 0.92% month-on-month and increased by 7.61% year-on-year. In April, the Group introduced two 737-8 aircraft. As of the end of April 2024, the Group operated a total of 342 aircraft.
Hainan Airport: Passenger throughput in April decreased by 16.53% year-on-year
Hainan Airport (600515) announced on the evening of May 15 that Hainan Airport took off and landed 12,299 flights in April, a year-on-year decrease of 15.29%; the passenger throughput was 1,790,600, a year-on-year decrease of 16.53%; The cargo and mail throughput was 13,209 tons, a year-on-year increase of 5.12%.
China Shenhua: Commercial coal output increased 5.4% year-on-year in April
China Shenhua (601088) announced on the evening of May 15 that the output of commercial coal in April was 27.5 million tons, a year-on-year increase of 5.4%; Coal sales volume was 37 million tons, a year-on-year increase of 1.1%.
Huatong shares: April pig sales revenue of 365 million yuan, down 9.31% month-on-month
Huatong Co., Ltd. (002840) announced on the evening of May 15 that in April, the company's live pig sales were 201,500 heads, down 14.8% month-on-month and 0.01% year-on-year; the sales revenue of live pigs was 365 million yuan, a decrease of 9.31% month-on-month and a year-on-year increase of 20.59%; The average sales price of commercial pigs was 15.2 yuan/kg, an increase of 3.4% over March.
Tianma Technology: In April, the company's eels were about 1011.42 tons out of the pool
Tianma Technology (603668) announced on the evening of May 15 that in April 2024, the company's eels will be about 1011.42 tons out of the pool, of which about 642.68 tons will be exported and about 368.74 tons will be used for self-use, and the specifications of eels out of the pool in April will be mainly between 1.5P and 4P, and the sales price range will be 52,000 yuan/ton to 87,000 yuan/ton.
【Increase/Decrease & Repurchase】
Gan & Lee Pharmaceutical: Sun Cheng, deputy general manager and head of finance, plans to increase his shareholdings
Gan & Lee Pharmaceutical (603087) announced on the evening of May 15 that Sun Cheng, deputy general manager and financial director of the company, plans to increase his holdings of the company's shares through centralized bidding transactions within 6 months, with a total increase of 300,000 yuan (inclusive) - 500,000 yuan (inclusive). There is no price range for this increase.
Fuda shares: The controlling shareholder intends to reduce the company's shares by no more than 3%.
Fuda shares (603166) announced on the evening of May 15 that due to its own capital needs, the company's controlling shareholder Fuda Group plans to reduce its holdings of the company's shares by no more than 19.386 million shares, that is, no more than 3% of the company's total share capital, within 3 months after 15 trading days, through centralized bidding and block trading, and the reduction price is based on the market price.
Yanjin Shop: Zhang Xuewen, one of the actual controllers, plans to reduce his holdings of no more than 1.5% of the shares
Yanjin Shop (002847) announced on the evening of May 15 that Zhang Xuewen (one of the actual controllers of the company), a shareholder who holds 16.02% of the company's shares, plans to reduce the company's shares by a total of no more than 2,939,900 shares, that is, no more than 1.5% of the company's total share capital.
Oriental Huanyu: The actual controller Li Weiwei plans to reduce his holdings of no more than 0.26% of the shares
Oriental Huanyu (603706) announced on the evening of May 15 that Li Weiwei, the actual controller of the company, intends to reduce his holdings of the company's shares by no more than 500,000 shares, accounting for no more than 0.26% of the company's total share capital.
Feirongda: Some directors and executives plan to reduce their holdings by a total of no more than 633,300 shares
Feirongda (300602) announced on the evening of May 15 that Qiu Huanwen, director and deputy general manager of the company, Wang Yan, secretary of the board of directors, Liu Yi, Shi Weimin, deputy general managers, and Wang Linna, chief financial officer, plan to reduce their holdings of the company's shares by centralized bidding by a total of no more than 633,300 shares, accounting for 0.1096% of the company's total share capital.
Heyuan Biotechnology: Shanghai Tanying and others will reduce their holdings by no more than 1.5% in total
Heyuan Biotechnology (688238) announced on the evening of May 15 that Shanghai Tanying Investment Partnership (Limited Partnership) and its concerted actors Shanghai Qiangang Investment Management Partnership (Limited Partnership) and Shanghai Leyong Investment Partnership (Limited Partnership) hold a total of 8.08% of the company's shares, and the above shareholders plan to reduce their holdings of no more than 9,711,500 shares (accounting for no more than 1.5% of the company's total share capital) through centralized bidding and block trading.
*ST Cultural Investment: Xiamen Trust Huijin No. 1667 plans to reduce its holdings of no more than 1% of the company's shares
*ST Cultural Investment (600715) announced on the evening of May 15 that Xiamen International Trust Co., Ltd. - Xiamen Trust - Huijin No. 1667 Equity Income Right Collective Fund Trust Plan (hereinafter referred to as "Xiamen Trust Huijin No. 1667"), a shareholder of 8.16% of the company, plans to reduce its holdings of the company's shares by centralized bidding from June 6 to September 3 by no more than 18,548,500 shares, and the reduction ratio does not exceed 1% of the company's total share capital.
Zhongjian Technology: It is planned to repurchase shares for 15 million yuan to 30 million yuan
Zhongjian Technology (300777) announced on the evening of May 15 that the company intends to use its own funds to repurchase the company's shares for employee stock ownership plans or equity incentives, with a repurchase price of no more than 41.14 yuan per share, and a total repurchase fund of not less than 15 million yuan and no more than 30 million yuan.
Hengrui Pharmaceutical: It is planned to repurchase the company's shares from 600 million yuan to 1.2 billion yuan
Hengrui Pharmaceutical (600276) announced on the evening of May 15 that the company intends to repurchase shares in a centralized bidding transaction for the employee stock ownership plan. The total amount of funds to repurchase shares shall not be less than 600 million yuan and not more than 1.2 billion yuan, and the repurchase price shall not exceed 67.38 yuan per share.
Yutong Optics: It is planned to repurchase shares for 9 million yuan to 18 million yuan
Yutong Optics (300790) announced on the evening of May 15 that the company intends to repurchase part of the company's shares in a centralized bidding transaction for employee stock ownership plans or equity incentive plans. The total amount of funds for the repurchase of shares shall not be less than 9 million yuan (inclusive) and not more than 18 million yuan (inclusive), and the repurchase price shall not exceed 20 yuan per share (inclusive).
【Winning Contract】
High-speed rail electric: The subsidiary won the bid for the key components of the high-speed rail catenary
High-speed rail electric (688285) announced on the evening of May 15 that Baoji Baodeli Electrical Equipment Co., Ltd., a subsidiary of the company, recently won the bid for the JC07 project of key components of the catenary of the new Shenyang-Baihe high-speed railway, with a bid amount of 59.6602 million yuan (tax included).
[Others]
Evergreen Technology: It is planned to invest in the construction of a new polymer material production base in Taizhou City
Evergreen Technology (603125) announced on the evening of May 15 that the company plans to invest in the construction of a polymer new material production base (referred to as "Taizhou production base") in Gaogang District, Taizhou City through its wholly-owned subsidiary, Jiangsu Evergain New Material Technology (Taizhou) Co., Ltd., laying a solid foundation for the company's sustainable development in the future. The total planned long-term investment of the Taizhou production base project is about 10 billion yuan, which will be implemented in three phases. The initial planned investment amount of the first phase of the project is about 3 billion yuan, and there is no clear investment plan for the second and third phases of the project.
Nuoli shares: The subsidiary plans to bid for land to invest in the construction of an intelligent logistics equipment production base
Nuoli Co., Ltd. (603611) announced on the evening of May 15 that Zhongding Integration, a wholly-owned subsidiary of the company, plans to obtain the right to use the state-owned construction land of plot XDG (HS)-2023-18 in Huishan District, Wuxi City, according to the development strategic plan. After Zhongding Integration obtains the land use right, it plans to invest no more than 1,200.18 million yuan to build an intelligent logistics equipment production base, and the project is planned to be constructed in phases and batches, of which the investment in the first phase of the project does not exceed 350 million yuan.
Siquan New Materials: It is planned to set up a company in Vietnam and invest in the construction of heat dissipation products
Siquan New Materials (301489) announced on the evening of May 15 that it plans to set up a wholly-owned subsidiary, Vietnam Siquan New Materials Co., Ltd., a wholly-owned subsidiary, Vietnam Siquan New Materials Co., Ltd. and invest in the construction of heat dissipation product projects, with a total planned investment of 35 million US dollars.
ST iKang: A wholly-owned subsidiary signed an equity cooperation agreement with Nankang C&D
ST Akcome (002610) announced on the evening of May 15 that in order to further optimize the debt structure of its wholly-owned grandson company Ganzhou Akcome Optoelectronics, the company's wholly-owned subsidiary Suzhou Akcome Optoelectronics and its wholly-owned subsidiary Ganzhou Akcome Optoelectronics signed an "Equity Cooperation Agreement" with Ganzhou Nankang District Urban Construction and Development Group Co., Ltd. (hereinafter referred to as "Nankang C&D") on May 14, and all parties established a strategic cooperative relationship. The parties agree that Nankang C&D or its designated entity intends to contribute no more than 350 million yuan to increase capital or transfer the equity of Ganzhou Akcome Optoelectronics, and after the completion of the transaction, Nankang C&D will account for no less than 51% of the equity of Ganzhou Akcome Optoelectronics.
ST Lingda: The main production equipment of its subsidiary Jinzhai Jiayue continues to stop production
ST Lingda (300125) announced on the evening of May 15 that previously, in view of the company's subsidiary Jinzhai Jiayue New Energy Technology Co., Ltd. (hereinafter referred to as "Jinzhai Jiayue") PERC high-efficiency solar cell product market situation and the company's supply chain, sales, labor organization and other difficulties, considering the company's current financial constraints and existing debt default, the company decided to continue to suspend the production of Jinzhai Jiayue's main production equipment, which is expected to stop production until May 15. Up to now, the company's fundamentals have not undergone major changes, and the operating cash flow of the existing PERC cell production line is tight, and the company has decided to continue to suspend production of Jinzhai Jiayue's main production unit. The main source of the company's main business income is Jinzhai Jiayue, up to now, the suspension of production has led to a decrease in operating income of 84 million yuan, and a profit reduction of 12 million yuan.
Langyuan shares: plans to sell the assets of Youshi United for 85 million yuan
Langyuan Co., Ltd. (300175) announced on the evening of May 15 that it intends to sell the assets of Guangdong Youshi United Holding Group Co., Ltd. (hereinafter referred to as "Youshi United") to Shanghai Yu Changyi Industrial Co., Ltd. for a transaction consideration of 85 million yuan. The assets sold include 74.63% of the shares of Youshi United held by the company (corresponding to the registered capital of 134 million yuan), the principal of the company's loan claims and interest receivable to Youshi United and all the performance compensation claims of Guangdong Yunju Technology Investment Co., Ltd. and Zhang Tao, the actual controller, according to the agreement. After the completion of this transaction, Ushi United will no longer be included in the company's consolidated financial statements; The impact of the company's non-standard audit opinion from 2021 to 2023 will be eliminated.
Nandu Power: It is planned to transfer 2.1804% of the equity of Zhejiang Konghui, a shareholding company
Nandu Power (300068) announced on the evening of May 15 that in order to further focus on the main business of energy storage and lithium battery, the company intends to transfer 2.1804% of the equity of Zhejiang Konghui Automobile Technology Co., Ltd. (hereinafter referred to as "Zhejiang Konghui"), a shareholding company, to Suikai Shunhui Industrial Fund for a transaction consideration of 93.01269 million yuan. After the completion of the transfer, the company holds 3.2589% equity of Zhejiang Konghui. The transaction is expected to have an impact of about 94.5147 million yuan on the net profit attributable to the parent company in 2024.
Hezong Technology: The holding company plans to transfer the equity of Guizhou Yayou for 130 million yuan
Hezong Technology (300477) announced on the evening of May 15 that in order to integrate and optimize the asset structure and resource allocation, the company's holding company, Hunan Yacheng New Energy Co., Ltd., intends to transfer 55% of the equity of Guizhou Yayou New Materials Co., Ltd. (hereinafter referred to as "Guizhou Yayou") held by it to Zhejiang Youshan New Material Technology Co., Ltd. at a consideration of 130 million yuan. After the completion of the transaction, Hunan Yacheng no longer holds the equity of Guizhou Yayou. The transfer of Guizhou Yayou's equity is expected to affect the company's net profit attributable to the parent company of about 1.0341 million yuan.
China Unicom: The company's board of directors was re-elected and 13 director candidates were nominated
China Unicom (600050) announced on the evening of May 15 that the term of the seventh board of directors of the company has expired, and the board of directors needs to be re-elected in accordance with relevant legal procedures. Unicom Group, the controlling shareholder of the company, nominated the relevant director candidates for the eighth board of directors as follows: 8 candidates for non-independent directors: Chen Zhongyue, Jian Qin, Wang Junzhi, Wang Junhui, Tang Guoliang, Lu Shan, Shen Dou, Li Jin. There are 5 candidates for independent directors: Tong Guohua, Gu Jiadan, Wu Jiezhuang, Jiang Xin, and Geng Ruguang.