[Hot spot]

Alibaba intends to spin off Cainiao shares for independent listing on the main board of the Hong Kong Stock Exchange

Alibaba announced on the evening of September 26 that the company intends to spin off Cainiao by listing its shares independently on the main board of the Hong Kong Stock Exchange. After the proposed spin-off is completed, Alibaba will continue to hold more than 50% of Cainiao's shares, so Cainiao will remain a subsidiary of the Company.

triple board Cuiwei shares : retail business has not yet returned to the ideal state, future investment returns are uncertain

Sanlian board Cuiwei shares (603123) issued a stock trading risk warning announcement on the evening of September 26. The company's performance growth in the first half of the year came from the recovery and improvement of retail operation and the increase of investment income. At present, the retail business has not yet returned to the ideal state, and the future investment income is also uncertain. The subsidiary Haike Rongtong is in the process of business transformation and strategy adjustment in the face of changes in the regulatory policies and market situation of payment industry, there is a risk of substandard performance; the company plans to promote the overall renovation of Zhongguancun Store in Contemporary Mall and the optimization and adjustment of Block B of Cuiwei Store, which has not yet been formally implemented, and the implementation of the adjustment will have varying degrees of impact on the operation.

Tongwei shares : termination of issuance of shares to specific objects in 2023

Tongwei shares (600438) announced on the evening of September 26 that it would terminate the issuance of shares to specific objects in 2023; After the termination of the issuance of shares to specific objects, the company will make reasonable use of its own funds, loans from financial institutions and other financing methods, and make overall arrangements for funds to ensure the smooth implementation of the company's 200000-ton high-purity crystalline silicon project in Inner Mongolia and the high-purity crystalline silicon green energy project of Tongwei hydropower in Yunnan.

[Performance]

Huangshan tourism : January-August net profit 0.395 billion yuan turned losses into profits year on year

Huangshan Tourism (600054) announced on the evening of September 26 that the company's business from January to August was in good condition. Huangshan Scenic Area received a total of 3.1708 million tourists, an increase of 243.31 over the same period last year, and the company's main business achieved good growth. According to the preliminary calculation of the company's financial department, from January to August, the company achieved operating income of 1.25 billion yuan, an increase of 155.10 over 0.49 billion yuan in the same period last year, and a net profit of 0.395 billion yuan, which turned losses into profits compared with -0.06 billion yuan in the same period last year.

Guodian Nanrui : net profit from January to September increased by 10.9-15% year on year

Guodian Nanrui (600406) issued a performance forecast on the evening of September 26. According to preliminary calculations by the financial department, the company's net profit from January to September is expected to increase by 0.4 billion yuan to 0.55 billion yuan compared with the same period last year, an increase of 10.9% to 15.0%.

nanfang shares : expected net profit of 30 million yuan -42 million yuan in the first three quarters to turn losses into profits year on year

Nanfang Co., Ltd. (600250) issued a performance forecast on the evening of September 26. It is expected that the net profit in the first three quarters will be 30 million yuan to 42 million yuan. Compared with the same period last year, it will turn losses into profits. During the reporting period, the domestic tourism industry recovered in an all-round way, and the company's tourism business revenue and profits increased significantly year-on-year.

caitong securities : net profit of 1.391 billion yuan from January to August increased 53.47 year on year

Caitong Securities (601108) announced on the evening of September 26 that after preliminary accounting, the consolidated operating income from January to August was 4.527 billion billion yuan, an increase of 48.66 percent over the same period last year, and the net profit attributable to shareholders of the parent company was 1.391 billion billion yuan, an increase of 53.47 percent over the same period last year. From January to August, the company's investment banking business completed 5 single equity business issues; completed the underwriting of 175 bonds with an underwriting amount of 95.372 billion billion yuan, an increase of 36.62 year-on-year.

mountain mountain : third quarter revenue is expected to increase by 60.72-79.63% year-on-year

Shanwayama (688410) announced on the evening of September 26 that its operating income in the third quarter is expected to be about 0.17 billion yuan to 0.19 billion yuan, an increase of 60.72 to 79.63 percent over the same period last year. According to unaudited financial data, the cumulative operating income in the first three quarters was about 0.565 billion to 0.585 billion yuan, an increase of 117.80 to 125.51 percent over the same period last year.

China-Thailand Securities : January-August net profit of 1.77 billion yuan increased 87.22 year-on-year

Zhongtai Securities (600918) announced on the evening of September 26 that from January to August, the company achieved operating income of 8.543 billion billion yuan, an increase of 27.36 percent over the same period last year, and net profit of 1.77 billion billion yuan, an increase of 87.22 percent over the same period last year. Among them, July and August combined to achieve operating income of 1.919 billion yuan, an increase of 13.32 percent over the same period last year, and net profit of 0.131 billion yuan, an increase of 289.05 percent over the same period last year.

Jianghuai automobile : January-August net profit of about 0.17 billion yuan turned from loss to profit year on year

Jianghuai Automobile (600418) announced on the evening of September 26 that due to the continuous development of the company's export business, which brought about both scale and efficiency growth, the company achieved total operating income of about 30.2 billion yuan from January to August, an increase of 24.26 percent over the same period last year. The net profit was about 0.17 billion yuan, compared with -0.936 billion yuan in the same period last year.

gold and molybdenum shares : net profit attributable to mother in the first three quarters increased by about 131.24-156.94 year on year

Jinmo shares (601958) issued a performance forecast on the evening of September 26. It is expected that the net profit attributable to the parent in the first three quarters will be between 2.25 billion yuan and 2.5 billion yuan, up about 131.24 to 156.94 per cent year-on-year. During the reporting period, the international molybdenum market prices were high and volatile, and the prices of major molybdenum products rose year-on-year.

beacon communications : net profit in the first three quarters increased by about 11% year on year

FiberHome Communications (600498) released a forecast of operating data for the first three quarters on the evening of September 26. It is expected to achieve operating income of about 22.6 billion yuan in the first three quarters, an increase of about 4% over the same period last year's operating income of 21.69 billion yuan. Net profit is expected to be about 0.33 billion yuan, up about 11% from 0.296 billion yuan in the same period last year.

huatii technology : it is estimated that the net profit in the first three quarters will be 50 million yuan to 60 million yuan

China Sports Technology (603679) released a performance forecast on the evening of September 26. It is estimated that the net profit in the first three quarters will be 50 million yuan to 60 million yuan, with a loss of 15.9488 million yuan in the same period last year.

Jiangsu Thorpe : Expected to turn a profit in the third quarter

Jiangsu Sopo (600746) announced on the evening of September 26 that the financial department initially calculated that the third quarter of 2023 would turn losses into profits. The company expects to achieve operating income of 1.45 billion yuan to 1.48 billion yuan and net profit of 75 million yuan to 95 million yuan, of which in September it is expected to achieve operating income of 0.59 billion yuan to 0.61 billion yuan and net profit of 0.11 billion yuan to 0.13 billion yuan.

Qianjiang Water Conservancy : Net profit from January to August increased by about 22.96 year on year

Qianjiang Water Conservancy (600283) announced on the evening of September 26 that after preliminary accounting by the financial department, the company's operating income from January to August increased by about 16.27 year-on-year; operating profit increased by about 22.11 year-on-year; attributable to the listing The net profit of shareholders of the company increased by about 22.96 year-on-year.

fengshen shares : August net profit of about 0.039 billion yuan increased by about 113.93 year on year

Fengshen shares (600469) announced on the evening of September 26 that the operating income in August was about 0.501 billion yuan, up about 11.23 percent from the same period last year, and the net profit was about 0.039 billion yuan, up about 113.93 percent from the same period last year.

Alex : net profit in the first three quarters increased by 636.61 year on year

Alex (688578) released a performance forecast on the evening of September 26. It is estimated that the net profit attributable to the parent in the first three quarters will be 0.397 billion billion yuan, a year-on-year increase of 636.61. After the first-line treatment indications of the company's core product, the mesylate, were included in the national medical insurance catalogue, sales continued to be released, and the overall operating income increased significantly.

Luxiao Technology : It is estimated that the net profit in the first three quarters will be about 0.18 billion -0.21 billion yuan

Luxiao Technology (002617) announced on the evening of September 26 that it is expected to achieve a net profit of about 0.18 billion -0.21 billion yuan in the first three quarters of 2023, a year-on-year turnaround. During the reporting period, while maintaining the steady development of the original main business, the company actively adjusted and optimized its products and business structure, and the precision manufacturing business continued to develop rapidly.

jinqiao information : the estimated operating income from January to September 2023 is 0.58 billion yuan to 0.62 billion yuan

Jinqiao Information (603918) issued a recent operating announcement on the evening of September 26. The estimated operating income from January to September 2023 is 0.58 billion yuan to 0.62 billion yuan, an increase of 20.58 to 28.90 percent over the same period last year.

dawning of zhongke : net profit in the first three quarters increased by 5%-15% year on year

Zhongke Shuguang (603019) released its performance forecast on the evening of September 26. It is expected to achieve a net profit of 0.686 billion -0.752 billion yuan in the first three quarters, a year-on-year increase of 5%-15%.

qianhe flavor industry : net profit in the first three quarters increased by 85%-105 year on year

Qianhe Weiye (603027) released a performance forecast on the evening of September 26. It is expected to achieve a net profit of 0.347 billion yuan to 0.384 billion yuan in the first three quarters, an increase of 85% to 105 compared with the same period last year (statutory disclosure data).%. The purchase price of packaging materials decreased year-on-year, and the product transportation and miscellaneous fee rate decreased, resulting in an increase in gross profit margin; the expansion of sales scale and the increase in the input-output ratio of sales expenses led to an increase in net profit margin.

transmission holdings : net profit from January to September increased by about 71.91 year on year

Chuanyin Holdings (688036) issued a performance forecast on the evening of September 26. It is expected to achieve a net profit of about 1.78 billion yuan in the third quarter, a year-on-year increase of about 194.44; it is expected to achieve a net profit of about 3.882 billion yuan from January to September, a year-on-year increase of about 71.91%.

[increase or decrease]

disu fashion : the controlling shareholder plans to increase the company's shares by about 15 million yuan

Disu Fashion (603587) announced on the evening of September 26 that Ma Ruimin, the company's controlling shareholder, chairman and general manager, intends to pass the methods permitted by the Shanghai Stock Exchange trading system (including but not limited to Centralized bidding and block transactions, etc.) increase the company's shares by about 15 million yuan.

China electric power construction : the controlling shareholder plans to increase the company's shares by no more than 2.4 billion yuan

China Power Construction (601669) announced on the evening of September 26 that the company's controlling shareholder, Power Construction Group, intends to increase its holdings of the company's A shares within 6 months through the methods permitted by the Shanghai Stock Exchange system, and the cumulative increase in holdings shall not be less than before the increase in holdings. 1% of the company's total issued share capital shall not exceed 2% of the company's total issued share capital before the increase, and the total increase shall not exceed 2.4 billion yuan.

huafa shares : the controlling shareholder intends to increase 15.88 million shares -31.75 million shares of the company

Huafa shares (600325) announced on the evening of September 26 that the controlling shareholder Huafa Group plans to increase its holdings of the company's unlimited sale and circulation A shares within 6 months, including not limited to centralized bidding transactions, and the increase in the number of holdings is not less than 15.88 million shares, the maximum is not more than 31.75 million shares, and the increase price is not more than 15 yuan per share.

[ repurchase ]

bo min electronics : controlling shareholder proposes 60 million yuan -0.12 billion yuan share buyback

Bomin Electronics (603936) announced on the evening of September 26 that Xu Huan, chairman and general manager of the company's controlling shareholder and actual controller, proposed that the company buy back the company's shares through a centralized bidding transaction of 60 million -0.12 billion yuan for the implementation of the employee stock ownership plan. It was announced on the same day that Xu Huan and Xie Xiaomei, the actual controllers of the company, voluntarily promised not to reduce their holdings of the company's shares through the secondary market or bulk methods within the next 12 months (September 26, 2023), and during the above commitment period For the increased shares due to the company's bonus shares, capital increase, allotment and other reasons, the new shares will also comply with the aforementioned commitment not to reduce holdings.

jinbo shares : shares to be repurchased by 50 million yuan -0.1 billion yuan

jinbo shares (688598) announced on the evening of September 26 that the company plans to buy back shares with 50 million yuan to 0.1 billion yuan for cancellation and reduction of registered capital according to law. The repurchase price shall not exceed 120 yuan/share.

huada zhizao : controlling shareholder proposes 0.25 billion yuan -0.5 billion yuan share buyback

Huada Zhizao (688114) announced on the evening of September 26 that Huada Technology Holdings, the controlling shareholder of the company, proposed to buy back shares at 0.25 billion -0.5 billion yuan for employee stock ownership plan or equity incentive. The price of the repurchased shares shall not exceed 125 yuan/share.

yi Rui technology : chairman proposes 10 million yuan -20 million yuan to buy back shares

Yirui Technology (688301) announced on the evening of September 26 that the company's actual controller, chairman, and general manager TIEER GU proposed to the board of directors to use the company's own funds of 10 million yuan to 20 million yuan to repurchase shares through centralized bidding., And use the aforementioned repurchased shares for employee stock ownership plans and/or equity incentives at an appropriate time in the future.

lafang jiahua : proposed 20 million yuan -40 million yuan share buyback

lafang jiahua (603630) announced on the evening of September 26 that the company plans to buy back shares for 20 million -40 million yuan for equity incentive. The repurchase price shall not exceed 23.67 yuan/share.

[ Contract Winning]

dry landscape garden : holding sun company won the bid for the 1.25 billion yuan photovoltaic module framework collection project

Ganjing Garden (603778) announced on the evening of September 26 that Anhui Guosheng New Energy, the company's controlling sun company, won the bid for CGN New Energy 2023 to 2024 for photovoltaic module framework collection (7 bids), with a total bid price of 1.25 billion yuan.

south grid energy storage : signed pumped storage power station and new energy storage comprehensive development and construction project framework agreement

South Network Energy Storage (600995) announced on the evening of September 26 that the company and the People's Government of Dayao County, Chuxiong Yi Autonomous Prefecture, Yunnan Province signed the "Dayao Pumped Storage Power Station, New Energy Storage Comprehensive Development and Construction Project Framework Agreement." The Dayao pumped storage project is a key implementation project of the 15th five-year Plan of the State Energy Administration's medium-and long-term Development Plan for pumped Storage (2021-2035), with an initial planned installed capacity of 1.2 million kilowatts.

jinzhi technology : winning the bid for smart energy related projects

Jin zhi technology (002090) announced on the evening of September 26 that recently, the company won the bid for the EPC general contracting project of China resources power Heyang wind power 110kV booster station, and Nanjing jizhi ganhua power technology development co., ltd., a wholly-owned subsidiary of the company, won the bid for the roof photovoltaic 5.9994MW project of Jiangsu co., ltd. with a cumulative bid amount of 67.5939 million yuan.

guobo electronics : received the notice of annual framework bidding and purchasing of radio frequency chip products for mobile phone terminals from customers

Guobo Electronics (688375) announced on the evening of September 26 that the company recently received a notice of annual framework bidding for RF chip products for mobile phone terminals from customers, with the procurement period from the semi-annual period of 2023 to the semi-annual period of 2024. According to the company's preliminary calculation, this framework purchase is expected to generate product sales of 0.101 billion billion yuan, up 2268.57 year on year.

China jacaranda : subsidiary signed "strategic cooperation agreement" with Xinjiang Guangdong hydropower

China Tianying (000035) announced on the evening of September 26 that Jiangsu Nengying New Energy Technology Development Co., Ltd., a wholly-owned subsidiary, recently signed a "strategic cooperation agreement" with Xinjiang Guangdong Hydropower Energy Co., Ltd., a wholly-owned subsidiary of Guangdong Hydropower Second Bureau Co., Ltd. (hereinafter referred to as "Guangdong Hydropower"), based on the principle of "complementary advantages, resource sharing and win-win development", Strive for effective cooperation between the two sides within three years, in the domestic cooperation in the development of not less than 2GWh gravity energy storage project, 5GW wind power generation project.

china tong no : the total amount of the five important items awarded exceeds 1.4 billion yuan

China Express (688009) announced on the evening of September 26 that it had recently won a total of five important projects, including one in the railway market, which was the XJRD bid section of the new Xiangyang-Jingmen high-speed railway "strong current" and "weak current" system integration and related projects, with a bid amount of 0.24 billion yuan. Winning the bid for the signal system procurement project of Wuhan rail transit line 12 project with a bid amount of 0.638 billion yuan; Winning the bid for the full-automatic renovation system integration project of Line 3 of Suzhou Rail Transit Line 11 and Line 3, with a bid amount of 0.303 billion yuan; Winning the bid for the repair project of wireless, transmission and video monitoring subsystem of the first phase of communication system of Metro Line 1, with a bid amount of 0.117 billion yuan; the bid for communication system integration, equipment procurement and related services of Guiyang Rail Transit Line S1 Phase I Project was 0.117 billion yuan.

China Nuclear Construction : Subsidiary recently signed a construction contract for the installation of nuclear islands for units 1 and 2 of Xudabao Nuclear Power Plant

China Nuclear Construction (601611) announced on the evening of September 26 that its subsidiary China Nuclear Industry 23 Construction Co., Ltd. recently signed a construction contract for the nuclear island installation of units 1 and 2 of Xudabao Nuclear Power Plant.

[Major investment]

Chendian International : to set up a joint venture company and invest in Yizhang County PV development and construction project

chendian international (600969) announced on the evening of September 26 that chendian new energy, a wholly-owned subsidiary of the company, plans to develop and construct a photovoltaic project in yizhang county, Chenzhou, jointly invested by chendian new energy and zhongyi investment to establish Hunan chenyi new energy co., ltd. with a registered capital of 20 million yuan, of which chendian new energy holds 51% and the total investment of the project is about 0.246 billion yuan, by the joint venture company during the construction period through the enterprise self-financing and other means.

foreign service holding : the subsidiary company plans to invest 50 million yuan to participate in the establishment of private placement fund

foreign service holdings (600662) announced on the evening of September 26 that Shanghai foreign service, a wholly-owned subsidiary of the company, plans to jointly invest with several enterprises such as donghao lansheng investment management and lansheng shares, a related party of the company, to establish Shanghai shenchuang shenhui private equity partnership (limited partnership) (hereinafter referred to as shenchuang shenhui fund). The target size of Shenchuang Shenhui Fund is 2.92 billion yuan. Among them, Shanghai Foreign Service, as a limited partner, intends to contribute 50 million yuan, accounting for 1.7123 of the scale of the partnership.

xiamen tungsten new energy : to set up a holding subsidiary to build a project with an annual output of 40000 tons of ternary materials

xiamen tungsten new energy (688778) announced on the evening of September 26 that the company plans to set up a joint venture of xiamen tungsten new energy in France through its wholly-owned subsidiary European xiamen tungsten new energy and Orano CAM, of which European xiamen tungsten new energy will contribute 10.2 million euros in cash and hold 51% of the equity of the joint venture company. Orano CAM contributed 9.8 million euros in cash and held 49% of the equity of the joint venture company; in addition, Xiamen Tungsten New Energy of France will invest 3.961 billion yuan to build a production line with an annual output of 40000 tons of ternary cathode materials.

Guangdong hydropower: it is estimated to invest 14 billion yuan to build 3.5GW centralized photovoltaic power generation project

Guangdong Hydropower (002060) announced on the evening of September 26 that recently, the company and Shenzhen Tianli Energy Storage Technology Co., Ltd. signed the "New Energy and New Materials Investment Cooperation Agreement" with the Management Committee of Yunnan Simao Industrial Park, Pu'er City, Yunnan Province. The company plans to invest in the construction of 3.5GW centralized photovoltaic power generation project within the jurisdiction of Pu'er City, Yunnan Province, with a total investment of 14 billion yuan. Guangdong hydropower also announced that recently, Xinjiang Guangdong hydropower, a wholly-owned subsidiary of the company, and the people's Government of Jintang County, Chengdu City, Sichuan Province, signed the framework agreement of 100MW decentralized wind power project of Xinjiang Guangdong Hydropower Energy Co., Ltd. Xinjiang Guangdong Hydropower plans to develop a wind farm project in Jintang County, with a planned wind power project of 100000 kilowatts and a total investment of about 0.6 billion yuan. In addition, Xinjiang Guangdong Hydropower and Jiangsu Nengying New Energy Technology Development Co., Ltd. signed a "Strategic Cooperation Agreement", striving to jointly develop a gravity of no less than 2GWh in China through effective cooperation between the two parties within three years.Energy storage project, 5GW wind and solar power generation project.

China-International Joint : to be invested in 0.325 billion yuan China-International Joint Phase I of High Altitude Equipment R & D and Production Project

China International Joint (605305) announced on the evening of September 26 that China International Equipment, a wholly-owned subsidiary of the company, plans to invest in the construction of "Phase I of China International Joint High Altitude Equipment R & D and Production Project (Phase I of Reconstruction Project of 73M1 Plot in Jingkai District)" with an investment amount of 0.325 billion yuan.

[ M & A ]

dezhan health : plans to acquire 18% equity of deyi pharmaceutical for 37.8 million yuan

Dezhan Health (000813) announced on the evening of September 26 that in view of the losses of Shouhui Medicine for years, Jialin Huikang, a wholly-owned sun company, plans to transfer its 51% stake in Shouhui Medicine with no less than 1 yuan. After the completion of the transaction, Jialin Huikang will no longer hold the shares of Shouhui Pharmaceutical, and Shouhui Pharmaceutical will no longer be included in the scope of the company's consolidated statements, which is expected to generate an investment income of not less than 60 million yuan on the company's current financial statements. Dezhan Health also announced that it intends to acquire an 18% stake in Deyi Pharmaceuticals for 37.8 million yuan. After the completion of the acquisition, the company holds a total of 73% of Deyi Pharmaceuticals, Deyi Pharmaceuticals will be included in the company's consolidated statements. The acquisition is expected to generate an investment income of approximately $78 million.

time and space technology : plans to invest and hold Jie ambo smart parking management co., ltd.