Announcement Highlights: The net profit of Weir shares and Montage Technology increased significantly in the first half of the year; Muyuan Co., Ltd. sold live pigs in June with a revenue of 10.71 billion yuan

【Business Data】

Weir shares: net profit in the first half of the year increased by 754.11%-819.42%

Weir shares (603501) announced on the evening of July 5 that the company expects to achieve a net profit attributable to the owners of the parent company of 1.308 billion yuan to 1.408 billion yuan in the first half of 2024, an increase of 754.11% to 819.42% year-on-year. In the first half of 2024, the market demand continued to recover, the demand of downstream customers increased, and the company's operating income achieved significant growth with the company's product introduction in the high-end smartphone market and the continuous penetration of autonomous driving applications in the automotive market. In addition, in order to better cope with the impact of industrial fluctuations, the company actively promoted the optimization of product structure and supply chain structure, the company's product gross profit margin gradually recovered, and the overall performance increased significantly.

Montage Technology: Net profit in the first half of the year is expected to increase by 612.73%-661.59%

Montage Technology (688008) announced on the evening of July 5 that it expects a net profit of 583 million yuan to 623 million yuan in the first half of the year, a year-on-year increase of 612.73%-661.59%. Since the beginning of this year, on the one hand, the company's demand for memory interface and module supporting chips has achieved restorative growth, the downstream penetration rate of DDR5 has increased and the iteration of DDR5 subgeneration has continued to advance, and in the first half of 2024, the company's DDR5 second-generation RCD chip shipments have exceeded that of the first-generation RCD chip; On the other hand, some of the company's new AI "capacity" chip products began to be shipped on a large scale, contributing new performance growth points to the company, and the above two factors jointly promoted the company's operating income and net profit in the first half of 2024 to increase significantly compared with the same period last year.

Qianyuan Power: net profit in the first half of the year increased by 270%-365% year-on-year

Qianyuan Power (002039) released its 2024 semi-annual performance forecast on the evening of July 5, and it is expected to achieve a net profit of 118 million yuan to 149 million yuan in the first half of the year, an increase of 270%-365% year-on-year. In the first half of 2024, the water supply was 145.1% higher than that of the same period last year, and the average water supply for many years was 6.0% dryer, and the power generation in the first half of the year increased by 43.1% year-on-year, resulting in an increase in power generation revenue and power generation profit.

Founder Technology: Net profit in the first half of the year increased by 164.33% to 257.98% year-on-year

Founder Technology (600601) announced on the evening of July 5 that the company expects to achieve a net profit of 127 million yuan to 172 million yuan in the first half of 2024, an increase of 164.33% to 257.98% year-on-year. In the first half of 2024, with the rapid development of data centers, artificial intelligence and other fields, the PCB market will be better than the same period last year. In addition, the company sold the real estate house located on the 26th floor of the Hangdu Building, Zhonghang Yuan, Shennan Middle Road, Futian District, Shenzhen, and realized a net income of 29.7452 million yuan.

Shengde Xintai: net profit in the first half of the year increased by 104.22%-123.66% year-on-year

Shengde Xintai (300881) released the 2024 semi-annual performance forecast on the evening of July 5, and it is expected to achieve a net profit of 105 million yuan to 115 million yuan in the first half of the year, a year-on-year increase of 104.22%-123.66%. During the reporting period, the company's main business focused on the thermal power ultra-supercritical boiler manufacturing industry, benefiting from the surge in downstream orders, and the company's orders in hand increased accordingly during the same period.

Xianggang Technology: Net profit in the first half of the year increased by 104.08%-206.12% year-on-year

Xianggang Technology (603499) announced on the evening of July 5 that the company expects to achieve a net profit of 12 million yuan to 18 million yuan in the first half of 2024, an increase of 104.08%-206.12% year-on-year. During the reporting period, the revenue and profit of the company's three major business segments of packaging and printing, packaging containers and cosmetics increased year-on-year, especially the revenue and profit of Jiusu Technology (Shanghai) Co., Ltd., a holding subsidiary, increased significantly year-on-year.

Baotong Technology: Net profit in the first half of the year is expected to increase by 40%-70% year-on-year

Baotong Technology (300031) released the 2024 semi-annual performance forecast on the evening of July 5, and it is expected to achieve a net profit of 171 million yuan to 207 million yuan in the first half of the year, an increase of 40%-70% year-on-year. In terms of industrial Internet business, in the first half of the year, the company established a marketing company, which is market-oriented, customer-centric, integrates resources, improves the overall efficiency of the marketing team, and promotes the continuous growth of performance.

Juncheng Technology: net profit in the first half of the year increased by 32.92%-45.71% year-on-year

Juncheng Technology (301106) released the 2024 semi-annual performance forecast on the evening of July 5, and it is expected to achieve a net profit of 52 million yuan to 57 million yuan in the first half of the year, a year-on-year increase of 32.92%-45.71%. The growth of the company's net profit is due to the company's successful expansion of new business areas, and the revenue brought by incremental orders has grown rapidly.

Kaipu Testing: Net profit in the first half of the year increased by 20.08%-26.4% year-on-year

Kaipu Testing (003008) released the 2024 semi-annual performance forecast on the evening of July 5, and it is expected to achieve a net profit of 38 million yuan to 40 million yuan in the first half of the year, a year-on-year increase of 20.08%-26.4%. In the first half of 2024, the company's business development and market development showed a good trend, with a significant year-on-year increase in the revenue of the main testing business, and a significant increase in overall performance compared with the same period last year.

Zhongzhi Co., Ltd.: In the first half of the year, it is expected to achieve a net profit of 270 million yuan to 300 million yuan

Zhongzhi Co., Ltd. (600038) announced on the evening of July 5 that the company expects to achieve a net profit of 270 million yuan to 300 million yuan in the first half of 2024, a decrease of 8.42% to 17.58% compared with the same period last year (restated financial data). During the reporting period, the company's issuance of shares to purchase assets was completed, and the asset scale and sales revenue of the listed company increased, and the performance increased compared with the same period last year before the restructuring.

Sunner Development: Net profit in the first half of the year fell by 71.86%-81.24% year-on-year

Sunner Development (002299) released its 2024 semi-annual performance forecast on the evening of July 5, and it is expected to achieve a net profit of 80 million yuan to 120 million yuan in the first half of the year, a year-on-year decrease of 71.86%-81.24%. The main reason for the year-on-year decline in net profit attributable to shareholders of listed companies in the reporting period was that the price of chicken was lower than that of the same period last year.

COSCO SHIPPING Energy: net profit in the first half of the year is expected to drop by about 9.1% year-on-year

COSCO Shipping Energy (600026) announced on the evening of July 5 that the company expects to achieve a net profit of about 2.55 billion yuan in the first half of the year, a decrease of about 9.1% compared with the same period last year.

New Hope: It is expected to lose 1.2 billion yuan in the first half of the year

New Hope (000876) announced on the evening of July 5 that the company sold 1.2865 million live pigs in June, a month-on-month change of -5.88% and a year-on-year change of 1.93%; revenue was 2.314 billion yuan, a month-on-month change of 10.30% and a year-on-year change of 18.42%; The average sales price of commercial pigs was 18.07 yuan/kg, a month-on-month change of 17.19% and a year-on-year change of 26.99%. On the same day, it was announced that the net profit in the first half of the year is expected to lose 1.2 billion yuan, compared with a loss of 2.983 billion yuan in the same period last year. In the second quarter, the pig market picked up, the pig price rose over the same period, combined with the company's production management improvement, the cost of breeding steadily declined, the second quarter of the single quarter profit is expected to be about 750 million yuan, so that the overall performance in the first half of the year reduced by more than 50% year-on-year.

CCCC Real Estate: The net profit in the first half of the year is expected to lose about 1 billion yuan

CCCC Real Estate (000736) released its 2024 semi-annual performance forecast on July 5, with an estimated net profit loss of about 1 billion yuan in the first half of the year, compared with a loss of 569 million yuan in the same period last year. During the reporting period, affected by factors such as changes in the structure of the company's carry-over projects, the gross profit margin of the projects delivered by the company's real estate development business in the current period decreased significantly compared with the previous year.

OCT A: The net profit in the first half of the year is expected to lose 900 million yuan to 1.25 billion yuan

OCT A (000069) released its 2024 semi-annual performance forecast on the evening of July 5, with an estimated net profit loss of 900 million yuan to 1.25 billion yuan in the first half of the year, compared with a loss of 1.306 billion yuan in the same period last year. The main reason for the negative net profit attributable to shareholders of listed companies in the reporting period is the year-on-year decrease in the gross profit margin of the company's carry-over items, and other factors include the increase in interest expense of some items and the loss of associates.

Dongyi Risheng: The net profit in the first half of the year is expected to lose 480 million yuan - 720 million yuan

Dongyi Risheng (002713) released its 2024 semi-annual performance forecast on the evening of July 5, with a net profit loss of 480 million yuan to 720 million yuan in the first half of the year, and a loss of 150 million yuan in the same period last year. During the reporting period, public opinion triggered by the company's strategic closure of stores has had a chain reaction in recent months, resulting in passive store closures. The loss due to store closure and the significant increase in employee severance compensation expenses led to an increase in the company's loss compared to the same period last year.

Electronic City: It is expected that the net loss in the first half of the year will be 38 million yuan to 56 million yuan, a year-on-year loss

Electronic City (600658) announced on the evening of July 5 that the company expects a net loss of 38 million yuan to 56 million yuan in the first half of the year, a year-on-year loss. During the reporting period, the company actively carried out marketing for the real estate business in the park, but due to the market environment of the real estate industry, although relevant policies were introduced, the demand side did not show a significant improvement, the market competition was fierce, and the sales and rental business of the company's real estate projects in the park were still under pressure, which had a great impact on the performance.

Huawen Group: The net profit in the first half of the year is expected to lose 54 million yuan - 74 million yuan

Huawen Group (000793) released the 2024 semi-annual performance forecast on the evening of July 5, with a net profit loss of 54 million yuan to 74 million yuan in the first half of the year, compared with a loss of 69.9109 million yuan in the same period last year. The main reasons for the loss in the performance of the reporting period are as follows: interest expenses incurred by the company's headquarters and subsidiaries, profit and loss adjustment recognized by the equity method of accounting for the losses of associates, and normal provision for credit impairment losses.

Muyuan shares: the income from the sale of live pigs in June was 10.71 billion yuan

Muyuan Co., Ltd. (002714) announced on the evening of July 5 that the company sold 5.068 million live pigs in June, with a sales revenue of 10.71 billion yuan. In June, the company's commercial pig prices increased compared with May, and the average sales price of commercial pigs was 17.73 yuan/kg, an increase of 14.24% over May. In the first half of 2024, the company sold a total of 32.388 million live pigs. As of the end of June 2024, the company's breeding sow herd was 3.309 million heads.

Dongrui shares: sales of live pigs in June revenue of 123 million yuan

Dongrui Co., Ltd. (001201) announced on the evening of July 5 that the company sold a total of 63,500 live pigs in June, with a sales revenue of 123 million yuan, a decrease of 2.24% from the previous month; The average sales price of commercial pigs was 20.05 yuan/kg, an increase of 18.65% month-on-month. From January to June 2024, the company sold a total of 353,900 live pigs, a decrease of 3.41% over the same period of the previous year; the total sales revenue was 621 million yuan, an increase of 17.58% over the same period of last year; The average sales price of commercial pigs was 16.86 yuan/kg, an increase of 1.52% over the same period last year.

Dabeinong: The total sales revenue of the holding and joint-stock companies in June was 703 million yuan

Dabeinong (002385) announced on the evening of July 5 that the total number of live pigs sold by the company's holding and shareholding companies in June was 358,300 heads, and the cumulative number from January to June was 2,848,200 heads; the total sales revenue in June was 703 million yuan, and the total sales price from January to June was 4.631 billion yuan; and the average sales price of commercial fat pigs in the company's holding and joint-stock companies in June was 18.11 yuan/kg.

Longyuan Power: In June, the power generation capacity was 5,692,400 MWh according to the consolidated statement, a year-on-year increase of 3.05%

Longyuan Power (001289) announced on the evening of July 5 that the company completed power generation of 5.6924 million MWh in June 2024 according to the consolidated statement, a year-on-year increase of 3.05% over the same period in 2023. As of June 30, 2024, the company has completed a cumulative power generation of 40,081,800 MWh in 2024, a year-on-year increase of 0.84% over the same period in 2023.

SAIC: Sales of new energy vehicles in June were 93,422 units, up 8.8% year-on-year

SAIC Motor (600104) announced on the evening of July 5 that the vehicle sales in June 2024 will be 300545, a year-on-year decrease of 25.92%; The cumulative sales volume was 1826954 units, a year-on-year decrease of 11.81%. Among them, the sales volume of new energy vehicles in June was 93,422, a year-on-year increase of 8.80%; The cumulative sales volume was 461027 units, a year-on-year increase of 23.90%.

GAC Group: Vehicle sales in June fell 30.77% y/y

Guangzhou Automobile Group (601238) announced on the evening of July 5 that the sales volume of automobiles in June 2024 will be 163,500 units, a year-on-year decrease of 30.77%, and the cumulative sales volume this year will be 863,000 units, a year-on-year decrease of 25.79%.

JAC: Cumulative sales of new energy passenger vehicles increased by 15.28% year-on-year

JAC (600418) announced on the evening of July 5 that the sales of automobiles in June were 32,915, a year-on-year decrease of 3.69%; The cumulative sales volume this year was 206157, a year-on-year decrease of 7.57%, of which the sales of new energy passenger vehicles in June were 2,057, a year-on-year decrease of 9.74%, and the cumulative sales of this year were 12,781, a year-on-year increase of 15.28%.

Ankai Bus: The total sales volume of buses in June was 382 units

Ankai Bus (000868) announced on the evening of July 5 that the total sales of buses in June were 382; The cumulative sales volume this year was 2,714 units, a year-on-year increase of 68.89%.

Baiyun Airport: Passenger throughput increased by 14.55% year-on-year in June

Baiyun Airport (600004) announced on the evening of July 5 that the company's passenger throughput in June was 5.7722 million, a year-on-year increase of 14.55%; The cumulative passenger throughput this year was 36,652,800, a year-on-year increase of 26.67%.

Seazen Holdings: The contracted sales amount in June was about 3.801 billion yuan, a year-on-year decrease of 43.28%

Xincheng Holdings (601155) announced on the evening of July 5 that the company achieved contracted sales of about 3.801 billion yuan in June, a decrease of 43.28% over the same period last year; The contracted sales area was about 525,300 square meters, a decrease of 44.32% over the same period of last year. From January to June, the cumulative contracted sales amount was about 23.554 billion yuan, down 44.45% from the same period last year, and the cumulative contracted sales area was about 3.2622 million square meters, down 36.86% from the same period last year.

Macalline: In June, the lease rent and management fees agreed in the contract decreased by 2.963 million yuan compared with the previous month

Macalline (601828) announced on the evening of July 5 that in June 2024, the total contracted lease rent and management fees of the company's own shopping malls in the current month decreased compared with the previous month, of which the total contractual lease rent and management fees of its own shopping malls in May and June 2024 were 532 million yuan and 529 million yuan respectively, and the decline in June 2024 was 2.963 million yuan, a decrease of 0.56%. The main reason for the decline in rents was the renewal of contracts in some of its own malls at the end of May, and further negotiations with tenants on commercial terms led to a short-term decline in occupancy rate.

Daqin Railway: In June, the cargo transportation volume of Daqin Line was 30.79 million tons, a year-on-year decrease of 14.61%

Daqin Railway (601006) announced on the evening of July 5 that in June 2024, the cargo transportation volume of the company's core operating asset Daqin Line will complete 30.79 million tons, a year-on-year decrease of 14.61%. The average daily volume is 1,026,300 tons. The Daqin Line runs an average of 65.3 heavy trains per day, including 51.5 trains of 20,000 tons per day. From January to June 2024, the Daqin Line has completed a total of 192.92 million tons of cargo transportation, a year-on-year decrease of 7.05%.

Beibu Gulf Port: The cargo throughput in June was 30.3397 million tons, a year-on-year increase of 7.6%

Beibu Gulf Port (000582) announced on the evening of July 5 that the cargo throughput in June was 30.3397 million tons, a year-on-year increase of 7.6%; Since the beginning of this year, the cumulative cargo throughput has been 157.2466 million tons, a year-on-year increase of 5.46%.

【M&A】

Yunnan Copper: It is planned to acquire 33% of the shares of Kunming Metallurgical Research Institute for 148 million yuan

Yunnan Copper (000878) announced on the evening of July 5 that the company intends to invest 148 million yuan in cash with Chihong zinc and germanium respectively to acquire 33% of the shares of Kunming Metallurgical Research Institute Co., Ltd. (hereinafter referred to as Kunming Metallurgical Research Institute) held by China Copper.

Deshi shares: plans to acquire 70% of the shares of IAE in the United States for 6.3 million US dollars and increase capital

Deshi shares (301158) announced on the evening of July 5 that the company intends to acquire 70% of the shares of IAE in the United States held by Roxanne Howe in cash, with a total purchase price of $4.9 million. Upon completion of the transaction, the Company will hold a 70% stake in IAE. Upon completion of the closing, the Company and Roxanne Howe will increase their respective shareholdings to IAE by a total of US$2 million, which will be used to support IAE's future business development. The total value of these transactions was US$6.3 million.

Huaxia Fortune: The subsidiary company plans to acquire 49% of the equity of Jingyang Yuding for 55.86 million yuan

China Fortune (600340) announced on the evening of July 5 that Langfang Peacock City, a subsidiary of the company, intends to sign the " Regarding the termination of cooperation and equity transfer agreement of Jingyang Peacock Villas Phase 1.0 plot project, it is stipulated that Langfang Peacock Villas will acquire 49% of the equity of Jingyang Yuding held by Zechuan Dinglong and Tianheng Suntech, and the transaction price is 55.86 million yuan. After the completion of this transaction, the company's subsidiaries Langfang Jingyu and Langfang Peacock City hold a total of 100% equity of Jingyang Yuding.

Vast depth: It is planned to acquire no less than 30% and no more than 35% of the equity of Guorui Digital Intelligence

Vast Depth (688292) announced on the evening of July 5 that the company signed the "Investment Intent Agreement" with Su Changjun (hereinafter referred to as the "transferor") and Beijing Guorui Digital Intelligence Technology Co., Ltd. (hereinafter referred to as "Guorui Digital Intelligence"), intending to acquire no less than 30% and no more than 35% of the equity of Guorui Digital Intelligence in cash, and at the same time control at least 60% of the voting rights of the target company and obtain control of the target company by entrusting the exercise of voting rights held or controlled by the transferor.

【Change in Shareholding】

Farben Information: The actual controller intends to transfer 5.99% of the company's shares by agreement

Farben Information (300925) announced on the evening of July 5 that Yan Hua, the controlling shareholder and actual controller, intends to transfer 25.29 million shares of the company's unrestricted tradable shares held by him to Jinan Huiying by way of agreement transfer, accounting for 5.99% of the company's total share capital, and the total share transfer price (including tax) totals 209 million yuan. This change in equity will not lead to a change in the corresponding control of the company's controlling shareholders, actual controllers and persons acting in concert with them.

[Increase, decrease, repurchase, etc.]

Saurer Intelligence: It is planned to repurchase the company's shares from 50 million yuan to 100 million yuan

Saurer Intelligent (600545) announced on the evening of July 5 that the company intends to repurchase shares of 50 million yuan to 100 million yuan for cancellation and reduction of registered capital, and the repurchase price does not exceed 2.29 yuan per share.

Yongchuang Intelligent: It is planned to repurchase the company's shares for 20 million yuan to 30 million yuan

Yongchuang Intelligent (603901) announced on the evening of July 5 that the company intends to repurchase shares with 20 million yuan to 30 million yuan for the implementation of employee stock ownership plans or equity incentive plans, and the repurchase price does not exceed 11.6 yuan per share (inclusive).

Aiwei Technology: It is planned to repurchase the company's shares for 10 million yuan to 20 million yuan

Aiwei Technology (688067) announced on the evening of July 5 that the company intends to repurchase shares from 10 million yuan to 20 million yuan, and the repurchased shares are intended to be used to implement the employee stock ownership plan and/or equity incentive plan at an appropriate time in the future, and the repurchase price does not exceed 21.8 yuan / share (inclusive).

Baoli Food: The directors plan to increase their holdings of the company's shares by 5 million yuan to 5.5 million yuan

Baoli Foods (603170) announced on the evening of July 5 that He Hongwu, the company's director and senior manager, plans to increase his holdings of the company's shares through the methods permitted by the Shanghai Stock Exchange trading system (including but not limited to centralized bidding and block trading) within 3 months from the date of disclosure of this announcement, with a total increase of not less than 5 million yuan (inclusive) and no more than 5.5 million yuan (inclusive).

NOVOSENSE: Shareholders are expected to reduce their holdings of the company by no more than 6% in total

NOVOSENSE (688052) announced on the evening of July 5 that the shareholder Suzhou Guorun Ruiqi Venture Capital Enterprise (Limited Partnership) holds 3.33% of the company's shares, the shareholder Shenzhen Huiyue Growth Investment Fund Enterprise (Limited Partnership) holds 2.66% of the company's shares, Suzhou Huaye Zhiyuan No. 1 Venture Capital Partnership (Limited Partnership) holds 1.66% of the company's shares, and Changsha Huaye Gaochuang Private Equity Fund Partnership (Limited Partnership), a concerted action person of Suzhou Huaye, holds 1.37% of the company's shares. The above-mentioned shareholders will reduce their holdings of the company by no more than 6% in total.

Zhejiang Xiantong: Shareholder Li Qifu plans to reduce his holdings of no more than 3% of the company's shares

Zhejiang Xiantong (603239) announced on the evening of July 5 that Li Qifu, a shareholder of 26.55% of the company's shares, intends to reduce his holdings by means of centralized bidding and block trading. Within 3 months after 15 transactions from the date of disclosure of this announcement, it will reduce its holdings of no more than 8,121,600 shares of the company through centralized bidding and block trading, that is, no more than 3% of the company's total share capital.

Guangdong Rongtai: Shareholder Xiao Jian intends to reduce his holdings of no more than 1.5% of the company's shares

Guangdong Rongtai (600589) announced on the evening of July 5 that Xiao Jian, a shareholder of 6.18% of the company's shares, intends to reduce his shareholding by no more than 1.5% of the company's total share capital through centralized bidding and block trading due to his own capital needs, and the total number of shares of the company to be reduced does not exceed 22.1768 million shares. The company announced on the same day that as of June 30, 2024, there are no mortgages and other encumbrances on the company's tin farm, tin yard and Xianqiao plots. In order to better safeguard the legitimate rights and interests of the company and shareholders, after comprehensive evaluation and careful consideration, the company and the transferee intend to adjust the plan for the transfer of 100% equity of the wholly-owned subsidiary. All parties agreed to terminate the equity transfer and signed the Termination Agreement.

Binhai Energy: Shareholders plan to reduce their holdings of no more than 1% of the company's shares

Binhai Energy (000695) announced on the evening of July 5 that Tianjin Jingjin Culture Media Development Co., Ltd., a 5% shareholder, plans to reduce its holdings of the company's shares by centralized bidding and/or block trading by no more than 2,221,500 shares (no more than 1% of the company's total shares).

Xiangyou Technology: It plans to sell its 0.12% stake in Changsha Bank

Xiangyou Technology (600476) announced on the evening of July 5 that the company intends to sell 4.8506 million shares of Changsha Bank currently held by the company through centralized bidding within 12 months after the approval of the general meeting of shareholders, accounting for 0.12% of its total share capital, and the transaction price is not less than 8 yuan per share.

【Winning Contract】

Hongsheng Huayuan: The subsidiary pre-won the bid for the State Grid project of about 1.107 billion yuan

Hongsheng Huayuan (601096) announced on the evening of July 5 that a total of 34 bids and packages of the company's subsidiaries have become winning candidates in the 43rd and 44th batches of procurement activities of State Grid Corporation of China in 2024, with a pre-winning bid amount of about 1.107 billion yuan, accounting for 11.91% of the company's audited operating income in 2023.

Sifang Optoelectronics: The subsidiary received the notice of designation of 5 projects from a well-known domestic new energy main engine factory

Sifang Optoelectronics (688665) announced on the evening of July 5 that the company's wholly-owned subsidiary, Sifang Automotive Electronics, recently received a notice of designation of 5 projects from a well-known domestic new energy main engine factory, confirming that Sifang Automotive Electronics supplies vehicle-grade CO2 sensors for it, according to the above customer predictions, the above 5 projects include 5 models, and the designated project is expected to be delivered from 2025, with a life cycle of 5 years and a total amount of about 421 million yuan (tax included).

LUCKY Technology: Obtained the project designation of an independent brand customer of a new car-making force

LUCKY Technology (002965) announced on the evening of July 5 that its subsidiary recently received a notice of designation for new energy vehicle projects from its own brand customers headquartered in East China, and confirmed that the company would supply body assembly parts and other products for it. According to the customer's forecast, the mass production time of the fixed-point project obtained this time is 2025, the life cycle is 5 years, and the total sales of the project are expected to be about 357 million yuan.

Jingshan Light Machinery: A wholly-owned subsidiary signed a daily operation and sales contract of 287 million yuan

Jingshan Light Machine (000821) announced on the evening of July 5 that its wholly-owned subsidiary, Shengcheng Photovoltaic, recently signed a daily operation and sales contract with a leading photovoltaic enterprise customer, with a contract amount of 287 million yuan (tax included), accounting for 3.98% of the company's audited operating income in 2023.

Dafeng Industry: Won the bid for a total of 153 million yuan project

Dafeng Industrial (603081) announced on the evening of July 5 that the company and its subsidiary Zhejiang Dafeng Digital Art Technology Co., Ltd. recently received the notice of winning the bid. Won the bid for the construction project of China Acrobatic Art Center (9 projects including 1# China Acrobatic Art Center) and three projects including stage technology, with a total bid amount of 153 million yuan, accounting for 7.91% of the company's audited operating income in 2023.

Dalian Electric Porcelain: A wholly-owned subsidiary pre-won the bid for the 128 million yuan State Grid procurement bidding project

Dalian Electric Porcelain (002606) announced on the evening of July 5 that its wholly-owned subsidiary, Daci Materials, pre-won the bid for the "43rd batch of procurement of State Grid Corporation of China in 2024 (bidding and procurement of the third line installation materials for power transmission and transformation projects)" and other projects, with a total pre-bid amount of about 128 million yuan, accounting for 15.25% of the company's total audited operating income in 2023.

Innosilicon: Signed a sales contract of 122 million yuan for gyroscopes and accelerometers and other products

Innosilicon (688582) announced on the evening of July 5 that the company recently signed a sales contract for gyroscopes and accelerometers and other products with customer Q and its branch customer P, totaling 122 million yuan (tax included).

Samsung Medical: Its subsidiaries pre-won the bid for the State Grid project of about 99.99 million yuan

Samsung Medical (601567) announced on the evening of July 5 that the company's subsidiaries Samsung Intelligent and Oaks Intelligent Technology were recently recommended as winning candidates in the 34th batch of procurement of State Grid Co., Ltd. in 2024 (the first charging and swapping equipment agreement inventory bidding and procurement of marketing projects) and the 2024 framework bidding of Guangdong Power Grid Corporation (single-phase fee-controlled electric energy meter box (PC shell), three-phase fee-controlled electric energy meter box (PC shell)) (second bidding). It is estimated that the total amount of winning bids is about 99.99 million yuan.

Shuangliang Energy Saving: Signed a sales contract of 95.5 million yuan

Shuangliang Energy Conservation (600481) announced on the evening of July 5 that the company (hereinafter referred to as "Party B") recently signed a sales contract with Beijing Zhongchuang Financial Leasing Co., Ltd. (hereinafter referred to as "Party A") and Shijiazhuang Xiling Heating Co., Ltd. (hereinafter referred to as "Party C"). According to the contract, Party A purchased the refueling lithium bromide absorption heat exchanger unit from the company by way of financial leasing according to Party C's choice of Party B and the leased object, which was applied to Party C's Kongzhai Relay Energy Station, with a contract amount of 95.5 million yuan.

Jin Tongling: A wholly-owned subsidiary signed an EPC general contracting contract of 13.856 million yuan

Jin Tongling (300091) announced on the evening of July 5 that Jiangsu Yuneng, a wholly-owned subsidiary, and Jiangneng Public Utilities, a holding subsidiary of Jiangshan Co., Ltd., signed the EPC general contracting contract for the compressed air station expansion project of Nantong Jiangneng Public Utilities Service Co., Ltd., which is the expansion project of the EPC general contracting contract of the first phase of the heating center project (main project) of Nantong Jiangneng Public Utilities Service Co., Ltd., with a total contract price (including tax) of 13.856 million yuan.

SK Technology: Since January 20, it has received a total of about 772 million yuan of various contracts and fixed-point notices from CATL and its holding subsidiaries

Xianhui Technology (688155) announced on the evening of July 5 that from January 20, 2024 to the disclosure date of the announcement, the company and its holding subsidiary Fujian Dongheng have received a total of about 772 million yuan (excluding tax) from CATL New Energy Technology Co., Ltd. (hereinafter referred to as "CATL") and its holding subsidiaries with a total amount of about 772 million yuan (excluding tax).

Dongan Power: In the second quarter, a total of 19 new market designation agreements were obtained from 13 companies for new market development

Dongan Power (600178) announced on the evening of July 5 that in the second quarter of 2024, the company's new market development will obtain a total of 19 new market "fixed-point agreements" from 13 companies, including 5 new development customers. The above-mentioned projects are expected to have a life cycle of 5-10 years, with a total sales volume of 920,000 units, of which 5 projects involving new energy markets are expected to sell 600,000 units. During the reporting period, the newly designated customers were mainly the leading enterprises in their respective industries.

【Major Investments】

EVE: Sun plans to invest in the construction of energy storage batteries and consumer battery manufacturing projects in Malaysia

EVE Lithium Energy (300014) announced on the evening of July 5 that EVE Lithium Energy Malaysia Sdn Bhd, a wholly-owned subsidiary, intends to invest in the construction of energy storage batteries and consumer battery manufacturing projects with its own and self-raised funds, with an investment amount of no more than 3.277 billion yuan.

Guotai Junan: The subsidiary plans to invest in the establishment of the integrated circuit fund of funds and the artificial intelligence fund of funds among the three leading industry funds in Shanghai

Guotai Junan (601211) announced on the evening of July 5 that Guotai Junan Zhengyu Investment Co., Ltd., a wholly-owned subsidiary of the company, and Shanghai International Group Co., Ltd. jointly funded the establishment of the integrated circuit fund of funds and artificial intelligence fund of funds among the three leading industries in Shanghai, with the amount of capital contribution not exceeding 500 million yuan and 250 million yuan respectively.

Fuxing shares: plans to participate in the establishment of Fuxing new quality productivity transformation fund

Fuxing Co., Ltd. (000926) announced on the evening of July 5 that in order to promote the implementation of the company's overall strategy in the future and accelerate the transformation of new productivity, the company plans to jointly establish Fuxing New Quality Productivity Transformation Fund (tentative name) (limited partnership) with Ronghan Gongjin, with a fund scale of 2 billion yuan. Among them, the company is a limited partner, and the subscribed capital contribution does not exceed 60% of the fund size.

[Others]

Nanjing Public Utilities: Signed a strategic cooperation agreement with Ganfeng Lithium and others

Nanjing Public Utility (000421) announced on the evening of July 5 that the company plans to carry out comprehensive cooperation with Ganfeng Lithium and Environmental Group in the fields of waste battery recycling and lithium battery application, and recently signed a "strategic cooperation agreement". The three parties plan to establish a joint venture company with a registered capital of 100 million yuan, of which the company or its controlling entity accounts for 35% of the shares, Ganfeng Lithium or its controlling entity accounts for 35% of the shares, and the environmental group or its controlling entity accounts for 30% of the shares. The joint venture company plans to invest in the construction of a 300,000-ton waste battery recycling base in Jiangsu Province, with a preliminary plan of 30,000 tons for the first phase of the project, 70,000 tons for the second phase of the project, and 200,000 tons for the third phase of the project, and can adjust the capacity planning according to market conditions. The total investment of the project is expected to be 1 billion yuan.

British Union Co., Ltd.: The holding subsidiary will establish a joint research institute with Japan's ULVAC

British Union (002846) announced on the evening of July 5 that on July 5, Jiangsu British Alliance, a holding subsidiary, signed a "Joint Research Institute Cooperation Agreement" with the supplier Japan Afvac. The two parties will jointly establish a joint research institute dedicated to the joint research and development of battery composite current collectors, solid-state battery composite current collectors and new generation battery peripheral technologies, realize the transformation of industrialization, study and judge the frontier development direction of battery technology, and promote the development of battery composite current collectors and related technologies.

Chervon Automobile: The European subsidiary received about 105 million yuan in asset-related government subsidies

Chervon Automobile (603982) announced on the evening of July 5 that the company's wholly-owned subsidiary, Chervon Europe, received a total of 5.27 billion Hungarian forints (about 105 million yuan) in asset-related government subsidies on July 4, 2024.

CCCC Design: It is planned to participate in the asset securitization business carried out by China Communications Construction Co., Ltd. with no more than 1 billion yuan

CCCC Design (600720) announced on the evening of July 5 that the company and its subsidiaries plan to participate in the asset securitization business carried out by the controlling shareholder China Communications Construction Co., Ltd. (hereinafter referred to as China Communications Construction), with a participation scale of no more than 1 billion yuan.

Sunrise Group: The U.S. Department of Commerce launched a scoping investigation into some steel wheels in Vietnam

Sunrise Group (002593) announced on the evening of July 5 that it was recently learned that the U.S. Department of Commerce launched a scope investigation on steel wheels with a diameter of 22.5 to 24.5 inches made of Chinese wheel components in Vietnam on July 3. Since its establishment in 2008, the company's subsidiary, Vietnam New Changcheng, is mainly engaged in the production and sales of steel structures and steel wheels, and this survey may have a certain degree of adverse impact on the sales revenue of Vietnam New Changcheng in 2024, but will not have a significant impact on the overall operation of the group company.

Shaanxi Drum Power: Li Hongan was elected as the chairman

Shaanxi Gu Power (601369) announced on the evening of July and May that the company held a meeting to deliberate and pass the "Proposal on Electing the Chairman and Vice Chairman of the Ninth Board of Directors of the Company". The board of directors of the company elected Li Hongan as the chairman of the ninth board of directors of the company, and Chen Dangmin as the vice chairman of the ninth board of directors of the company, and the term of office is the same as that of the ninth board of directors.

Yituo shares: Chairman Liu Jiguo and others resigned

Yituo shares (601038) announced on the evening of July 5 that the company's board of directors recently received a written resignation report submitted by Liu Jiguo, Zhang Zhiyu and Zhang Bin. Due to his age, Liu Jiguo applied for resignation as the chairman of the ninth board of directors, a director, the chairman of the strategy, investment and sustainable development committee, and a member of the nomination committee. Zhang Zhiyu applied for resignation as a director and member of the audit committee of the company due to his age. Zhang Bin applied for resignation as a director and a member of the remuneration committee of the company due to work changes. After the resignation, Liu Jiguo, Zhang Zhiyu and Zhang Bin no longer held any positions in the company.

Ganneng shares: due to job changes, Ye Rong, chairman of the company, resigned

Ganneng Co., Ltd. (000899) announced on the evening of July 5 that due to work changes, Ye Rong applied for resignation as chairman of the ninth board of directors of the company, director and chairman of the strategy and investment committee of the ninth board of directors.

Shengda Resources: The 250,000 tons/year mining project of Bayan Ula Silver Polymetallic Mine has been approved for construction land

Shengda Resources (000603) announced on the evening of July 5 that Dongsheng Mining, a subsidiary of the company's secondary holding company, recently received the "Approval of the Construction Land for the 250,000 tons/year mining project of Bayan Ula Silver Polymetallic Mine in Keshiketeng Banner" issued by the People's Government of Inner Mongolia to the Chifeng Municipal People's Government, with a total of 14.9976 hectares of construction land approved as the construction land for the 250,000 tons/year mining project of Bayan Ula Silver Polymetallic Mine in Keshiketeng Banner.

Mancaron: A new directly-operated store was added in June

Mancaron (300945) announced on the evening of July 5 that it added a new directly-operated store last month, the store name is Xi'an High-tech Wanda Store, which will be opened on June 8, 2024, with an investment of 6.051 million yuan.

Longyuan Construction: It is planned to sell 88.9% of the equity of Xuancheng Mingxuan and its creditor's rights for 477 million yuan

Longyuan Construction (600491) announced on the evening of July 5 that the company intends to hold 88.9% of the equity of Xuancheng Mingxuan Infrastructure Development Co., Ltd. (hereinafter referred to as "Xuancheng Mingxuan") and the company's creditor's rights to Hangzhou Communications Sales Company, a wholly-owned subsidiary of Hangzhou Communications Investment Group, a shareholder of 8.4%, with an equity transfer price of 195 million yuan and a debt transfer price of 282 million yuan, with a total transfer price of 477 million yuan.

Delong Huineng: It is planned to rent out part of the property of Shuangqiao Shopping Mall for 18.3407 million yuan

Delong Huineng (000593) announced on the evening of July 5 that the company had previously leased Shuangqiao Shopping Mall to Chengdu Hualian, a wholly-owned subsidiary of the company, and Chengdu Hualian would attract foreign investment. At present, Chengdu Hualian plans to lease part of the houses in Shuangqiao Shopping Mall to Sichuan Luojia Preferred Trading Co., Ltd., with a total lease area of 3,125 square meters, and the lease period is from July 15, 2024 to July 14, 2036, for a total of 12 years, with a total rent of 18.3407 million yuan.

China Galaxy: Galaxy Jinhui, a wholly-owned subsidiary, was ordered to make corrections and suspended the filing of new private asset management products for 3 months

China Galaxy (601881) announced on the evening of July 5 that recently, the company's wholly-owned subsidiary, Galaxy Jinhui, received the Shenzhen Securities Regulatory Bureau's "Shenzhen Securities Regulatory Bureau's Decision on Ordering Correction and Suspending the Filing Measures of New Private Asset Management Products for Galaxy Jinhui Securities Asset Management Co., Ltd." After investigation, in the development of private equity asset management business, Galaxy Jinhui has problems such as individual directional asset management accounts trading with other securities asset management accounts of the company in violation of regulations, and operating with high leverage and high concentration. The Shenzhen Securities Regulatory Bureau has decided to take administrative supervision measures against Galaxy Jinhui by ordering corrections and suspending the filing of new private asset management products for 3 months (except for newly issued products for the purpose of continuing the unexpired assets invested in existing products, but no new investment is allowed), and the suspension period will be from July 6 to October 5, 2024.

Guosen Securities: Received the decision on administrative supervision measures from the Shenzhen Securities Regulatory Bureau

Guosen Securities (002736) announced on the evening of July 5 that it received the Shenzhen Securities Regulatory Bureau's "Decision on Ordering Corrections and Suspending the Filing of New Private Asset Management Products for Guosen Securities Co., Ltd.", and the Shenzhen Securities Regulatory Bureau decided to take administrative regulatory measures against the company to order corrections and suspend the filing of new private asset management products for 3 months (except for newly issued products for the continuation of unexpired assets invested in existing products, but no new investment is allowed). The suspension period is from 6 July to 5 October 2024. In 2023, the operating income of the company's brokerage asset management business accounted for 2.86% of the total operating income.

Radio and Television Network: The stock will be subject to other risk warnings and will be suspended for one day on July 8

Radio and Television Network (600831) announced on the evening of July 5 that because the company received the "Prior Notice of Administrative Punishment" issued by the Shaanxi Securities Regulatory Bureau on July 5, 2024, the company's 2022 annual report disclosed by the company contained false records. According to the relevant regulations, the company's shares will be subject to other risk warnings, the implementation start date is July 9, 2024, after the implementation of the A shares referred to as "ST Guangwang", the company's shares will be suspended for one day on July 8, 2024.

Easter: The company's shares have been subject to "other risk warnings" since July 9

East (300376) announced on the evening of July 5 that the company's shares have been suspended for 1 day since the market opened on July 8, and resumed trading since the market opened on July 9. Since July 9, the company's shares have been subject to "other risk warnings", and the stock abbreviation has been changed from "Easter" to "ST".

Jiangsu Shuntian: The stock will be subject to other risk warnings and will be suspended for one day on July 8

Jiangsu Shuntian (600287) announced on the evening of July 5 that because the company recently received the administrative penalty decision issued by the China Securities Regulatory Commission, the company's shares will be subject to other risk warnings, and the company's shares will be suspended for one day, the suspension date is July 8, 2024, and the implementation start date is July 9, 2024.

Pengdu Agriculture and Animal Husbandry: Submitted an application for a hearing to the Shenzhen Stock Exchange

Pengdu Agriculture and Animal Husbandry (002505) announced on the evening of July 5 that the company has submitted an application for a hearing to the Shenzhen Stock Exchange within the specified time limit, if the company does not participate in the hearing on time, it will be deemed to have waived the right to a hearing, or the company participated in the hearing but the Shenzhen Stock Exchange finally made a decision to terminate the company's stock listing, and the company's shares will be terminated from listing.

ST Hanggao: Submitted an application for a hearing to the Shenzhen Stock Exchange

ST Hanggao (002665) announced on the evening of July 5 that the company has submitted an application for a hearing to the Shenzhen Stock Exchange within the specified time limit, if the company does not participate in the hearing as scheduled, it will be deemed to have waived the right to a hearing, or the company participated in the hearing but the Shenzhen Stock Exchange finally made a decision to terminate the listing of the company's shares, and the company's shares will be terminated from listing.

Jianfeng Group: Oseltamivir phosphate capsules obtained the drug registration certificate

Jianfeng Group (600668) announced on the evening of July 5 that Jianfeng Pharmaceutical, a wholly-owned subsidiary of the company, recently received the drug registration certificate of oseltamivir phosphate capsules approved and issued by the State Drug Administration, oseltamivir phosphate is an anti-influenza virus drug used for the treatment of influenza A and B in adults and children aged 1 year and above, and patients should use it within 48 hours of the first appearance of symptoms; and for the prevention of influenza A and B in adults and adolescents 13 years of age and older.

Tianyu Co., Ltd.: 3 drugs of a wholly-owned subsidiary were approved

Tianyu Co., Ltd. (300702) announced on the evening of July 5 that its wholly-owned subsidiary, Nuode Pharmaceutical, recently received the "Drug Registration Certificate" approved and issued by the State Food and Drug Administration for folic acid tablets, candihydrothiazine tablets and dapagliflozin tablets.

Kanghong Pharmaceutical: The subsidiary received the approval notice of the marketing application of vonora fumarate biochemical API

Kanghong Pharmaceutical (002773) announced on the evening of July 5 that its wholly-owned subsidiary, Sichuan Hongyuan, received the "Notice of Approval of the Marketing Application for Chemical APIs" issued by the State Drug Administration today on vonoraxen fumarate, and approved the production of this product. Vornorasen fumarate is a potassium-competitive blocker for the treatment of reflux esophagitis.

Hokuriku Pharmaceutical: Obtained the Drug Registration Certificate for Gadolinium Meglumine Injection

Beilu Pharmaceutical (300016) announced on the evening of July 5 that it had recently received the "Drug Registration Certificate" for meglumine gadolinate injection approved and issued by the State Drug Administration. Gadolinate meglumine injection is an intravenous contrast agent used in magnetic resonance imaging (MRI).

Xianju Pharmaceutical: Received the notice of acceptance of the consistency evaluation of dexamethasone acetate tablets

Xianju Pharmaceutical (002332) announced on the evening of July 5 that it had recently received the notice of acceptance of the consistency evaluation of dexamethasone acetate tablets issued by the State Drug Administration. On the same day, it was announced that it had recently received the "Drug Registration Certificate" for estradiol valerate tablets approved and issued by the State Drug Administration, and the company's estradiol valerate tablets were approved for registration, which is used to supplement estrogen deficiency mainly associated with natural or artificial menopause.

Shuanglu Pharmaceutical: Obtained the drug registration certificate of glucosamine sulfate capsules

Shuanglu Pharmaceutical (002038) announced on the evening of July 5 that it recently received the "Drug Registration Certificate" of Glucosamine Sulfate Capsule (trade name: Guanning ®) approved and issued by the State Food and Drug Administration, which is widely used in the treatment of primary or sudden joint diseases caused by joint degeneration and metabolic decline.

Salubris: Forpagliptin benzoate tablets (Salubritin) obtained the drug registration certificate

Salubris (002294) announced on the evening of July 5 that the company received the drug registration certificate of Forogliptin Benzoate Tablets (trade name: Salubritin) approved and issued by the State Drug Administration, and Forogliptin Benzoate Tablets (Salubritin) are used to improve blood sugar control in adult patients with type 2 diabetes mellitus (including monotherapy, and combination therapy when metformin hydrochloride alone cannot effectively control blood sugar).

David Medical: Wholly-owned subsidiary disposable electric tubular stapler obtained the "Medical Device Registration Certificate"

David Medical (300314) announced on the evening of July 5 that its wholly-owned subsidiary, Vilkaidi, recently received the "Medical Device Registration Certificate" for the disposable electric tubular stapler issued by the Zhejiang Provincial Drug Administration, which is used for end-to-end, end-side and side-to-side anastomosis of tissues in digestive tract reconstruction surgery.