Topic: Trading Tips

Suspension

000045 Deep Textile A

Resuming

None

Bulletin Express

[Hot spot]

beite technology (rights protection): the company's indirect supply of models to Huawei has no significant impact on the company's performance

Beite Technology (603009) issued a stock trading change announcement on the evening of November 14. The company is not a direct supplier of Huawei, but only a secondary supplier. It has no contact with Huawei and has no direct business dealings with Huawei. The company indirectly supplies steering gear rack, gear, shock absorber piston rod and other products to Huawei's series of models through first-tier suppliers. The company realized revenue of 204600 yuan from January to June 2023, accounting for 0.02 of the company's main business income, accounting for a very small proportion, which has no significant impact on the company's performance.

Doron Technology : the proportion of shares in North Cloud Technology is 13.5057

Liangliangban Duolun Technology (603528) disclosed an announcement on abnormal stock trading fluctuations on the evening of November 14. At the third quarter performance presentation meeting, the company mentioned the investment in Hunan Beiyun Technology Co., Ltd. (referred to as "Beiyun Technology"). Beiyun Science and Technology is a company in which Duolun Science and Technology participates, with a current shareholding ratio of 13.5057. According to the contents disclosed in the company's periodic report, the investment profit and loss recognized by the company under the long-term equity investment equity method of Beiyun Science and Technology in 2022 is -2.7548 million yuan, and the investment profit and loss recognized by the company under the long-term equity investment equity method of Beiyun Science and Technology in 2023 is -3.0373 million yuan, which has no significant impact on the company's operation. In addition, the company has not found other major events that may have a greater impact on the company's stock trading price, and has not found media reports or market rumors that need to be clarified or responded.

[Performance]

Shanghai Airport : Pudong International Airport's passenger throughput increased by 231.33 year-on-year in October

Shanghai Airport (600009) announced on the evening of November 14 that Pudong International Airport handled 5.4344 million passengers in October, up 231.33 percent year-on-year, while Hongqiao International Airport handled 3.85 million passengers, up 153.63 percent year-on-year.

Xiamen airport : passenger throughput of 2.1447 million in October increased by 158.71 year on year

Xiamen Airport (600897) announced on the evening of November 14 that the passenger throughput in October was 2.1447 million, an increase of 158.71 percent over the same period last year, and 15367 aircraft took off and landed, an increase of 96.11 percent over the same period last year.

huatong shares : in October, pig sales revenue fell 6.19 from the previous month to about 0.347 billion yuan

huatong shares (002840) released a briefing on the sales of livestock and poultry in October on the evening of November 14. the company sold about 184200 pigs in October, up 6.46 from the previous month. In October, the company's pig sales revenue was about 0.347 billion yuan, down 6.19 from the previous month. In October, the average selling price of commercial pigs was 15.32 yuan/kg, down 7.15 from September 2023.

China Metallurgical : the amount of new contracts signed in the first 10 months increased by 3.1 year on year

China Metallurgical (601618) announced on the evening of November 14 that the company signed 1081.82 billion yuan of new contracts from January to October 2023, an increase of 3.1 percent over the same period last year, of which 34.74 billion yuan was newly signed overseas, an increase of 15.4 percent over the same period last year.

shengnong development : October sales revenue 1.473 billion yuan fell 6.65 month on month

shengnong development (002299) released a sales briefing for October on the evening of November 14. the company achieved sales revenue of 1.473 billion billion yuan in October 2023, down 12.01 percent from the same period last year and 6.65 percent from the previous month. Among them, chicken sales revenue in the poultry breeding and processing sector was 1.264 billion yuan, down 3.90 percent from the same period last year and up 12.56 percent from the previous month, while sales revenue in the deep-processed meat sector was 0.531 billion yuan, down 5.97 percent from the same period last year and down 25.43 percent from the previous month.

China merchants port : total 15.251 million TEU of containers in October increased by 2.2 year on year

China Merchants Port (001872) released October business volume data on the evening of November 14. The total number of containers in October was 15.251 million TEU, up 2.2 percent year on year. This year's cumulative container total was 149.75 million TEU, up 27.6 percent year on year.

[increase or decrease]

fuhanwei : the controlling shareholder, the actual controller and their concerted actors promise not to reduce their shares in the company

Fuhanwei (300613) announced on the evening of November 14 that the company's controlling shareholder and actual controller Yang Xiaoqi and its concerted actors Chen Chunmei, Jiezhi Holdings Co., Ltd., and Gong Chuanjun voluntarily promised not to reduce their holdings in any way within 6 months. Fuhanwei shares.

Lujiazui : Controlling shareholder and its wholly-owned subsidiary increased their stake in the company by 0.03 for the first time

Lujiazui (600663) announced on the evening of November 14 that on November 14, the company's controlling shareholder Lujiazui Group and its wholly-owned subsidiary Dongda Company increased its holdings of 1.3145 million A shares and 182200 B shares of the company for the first time through centralized bidding through the Shanghai Stock Exchange system, accounting for 0.0311 of the company's total share capital, with a total increase of 11.554355 million yuan. The plan has not yet been completed, Lujiazui Group and its wholly-owned subsidiaries will be in accordance with the plan, continue to choose the opportunity to increase the company's shares.

[Repo]

sri new material : plans to buy back shares at 15 million yuan to 25 million yuan

Srui New Materials (688102) announced on the evening of November 14 that it intends to repurchase the company's shares through a centralized bidding transaction for employee stock ownership plans or equity incentives. The total amount of repurchase funds shall not be less than 15 million yuan, not more than 25 million yuan, and the repurchase price shall not exceed 17.35 yuan/share.

[Contract winning]

garden shares : joint pre-bid 0.236 billion yuan project

garden shares (605303) announced on the evening of November 14, the consortium composed of the company (leader), Qingdao ancient construction group co., ltd. (member), Qingdao municipal engineering design and research institute co., ltd. (member) and Shanghai jingwei architectural planning and design institute co., ltd. (member) plans to win the bid for the sixth section (general contract) of Qingdao zhangcunhe (Laoshan section phase I) comprehensive treatment project (landscape and bridge part), with a bid amount of 0.236 billion yuan.

Wanze shares : subsidiary signed a high-temperature alloy component product sales contract

wanze shares (000534) announced on the evening of November 14 that its subsidiary Shenzhen shenshan special cooperation zone wanze precision technology co., ltd. recently signed a "product and service sales contract" with relevant customers on a certain type of aero-engine blade and a certain type of gas turbine turbine blade respectively. the contract amounts are 22.857 million yuan and 39.0114 million yuan respectively, totaling 61.8684 million yuan, which is expected to have a positive impact on the company's current profits and losses.

tianyuan environmental protection : jointly signed 0.385 billion yuan daily operation contract

Tianyuan Environmental Protection (301127) announced on the evening of November 14 that recently, the company, as the leader of the consortium, formed a consortium with Shanghai Kangheng Environmental Co., Ltd., and jointly signed the "Franchise Agreement for Hezhang County Domestic Waste Incineration Power Generation Project" with Hezhang County Housing and Urban-Rural Construction Bureau, with a total investment of 0.385 billion yuan.

zhongtian technology (rights protection): new 2.042 billion yuan ocean series project order

Zhongtian Technology (600522) announced on the evening of November 14 that recently, the company's holding subsidiaries Zhongtian Technology Submarine Cable and Zhongtian Ocean Engineering have successively obtained orders for marine series projects through bidding and competitive negotiations. The total order for this new marine series project is about 2.042 billion yuan, accounting for 5.07 of the company's audited operating income in 2022, which will have a positive impact on the company's operating results in 2023 and 2024.

Jinzhi Technology : the company and its subsidiaries won multiple projects

jinzhi technology (002090) announced on the evening of November 14 that the company won the bid of 17.1286 million yuan in the 83rd batch of procurement (the fifth bidding procurement of substation equipment (including cables) for power transmission and transformation projects) by state grid co., ltd in 2023 and 17.6971 million yuan in the fifth bidding procurement project of distribution network material agreement inventory by state grid Shanghai electric power company in 2023. Jiangsu Dongdajinzhi Information System Co., Ltd., a wholly-owned subsidiary of the company, successfully won the Nanjing informatization project, the winning amount is 19.5372 million yuan.

zhefu holding : winning the bid for 79.8 million yuan Zhuzhou avionics (kong Zhou hydropower station) project

zhefu holding (002266) announced on the evening of November 14 that Zhejiang fuchunjiang hydropower equipment co., ltd., a wholly-owned subsidiary, won the bid for the purchase of bulb tubular turbine generator set and its ancillary equipment for Zhuzhou avionics (kongzhou hydropower station) expansion project, with a total bid amount of 79.8 million yuan. The total amount of the winning bid accounts for about 0.48 of the company's operating income in 2022. According to the 21-month delivery schedule, it accounts for an average of 0.02 of the company's operating income in 2022. The company will produce parts according to the delivery schedule and confirm the sales revenue, which is expected to increase the company's sales revenue and net profit from 2024 to 2025.

Gao Zhengmin Explosion : Subsidiary intends to win the bid for open pit mining and stripping blasting project

Gao Zhengmin Explosion (002827) announced on the evening of November 14 that its holding subsidiary Chengyuan Mining Development Co., Ltd. intends to win the bid for the general contracting project of open-pit mining and stripping blasting project of Tibet Xianglong Mining Co., Ltd. This project is open pit mining, the total amount of mining and stripping is expected to be about 69.76 million m³, and the total project cost is about 0.2 billion yuan/year.

[Major investment]

style shares : the holding company intends to invest 1.2 billion yuan to build Yueyang county new energy industry chainBase Project

Fengfan shares (601700) announced on the evening of November 14 that Yangzhou jingying, a wholly-owned subsidiary of Suzhou jingying, the company's holding subsidiary, plans to sign an investment agreement with Yueyang county people's government to build a new Yueyang county new energy industry chain base project. after the agreement is signed, Yangzhou jingying will register and establish a wholly-owned legal company in Yueyang county. The total investment of the new energy industry chain base project is about 1.2 billion yuan, of which the distributed photovoltaic power generation project is about 0.7 billion yuan and the 2GW photovoltaic module intelligent manufacturing industry project is about 0.5 billion yuan.

trinity energy : it is planned to build trinity Jilin Changling scenery hydrogen storage ammonia digital demonstration project in 6.5 billion yuan

Sany Heavy Energy (688349) announced on the evening of November 14 that the company plans to sign the "Investment Agreement for Scenery Hydrogen and Ammonia Storage Digital Demonstration Project" with Changling County People's Government of Songyuan City, and plans to invest in the construction of Sany Jilin Changling Scenery Hydrogen and Ammonia Storage Digital Demonstration Project, I .e. to invest in the construction of scenery hydrogen and ammonia storage integrated industry in Changling County of Songyuan City, and to build photovoltaic, wind power generation power stations, transmission lines, power plants, transmission lines, and alcohol plants, storage and storage facilities. The total investment of the project is expected to be 6.5 billion yuan, and the final total investment shall be subject to the actual investment. The source of funds is the company's own funds and self-financing.

Yong Silicon Electronics : Subsidiary to invest in high-density and hybrid integrated circuit packaging test project

Yong Silicon Electronics (688362) announced on the evening of November 14 that in order to expand the company's market scale in the integrated circuit packaging and testing industry, the holding subsidiary Yong Silicon Semiconductor (Ningbo) Co., Ltd. intends to invest in the construction of high-density and hybrid integrated circuit packaging The total amount of the test project is expected to not exceed 2.16 billion yuan. It is expected that the project will be completed and put into production, with an additional annual output of 870 million high-density and hybrid integrated circuit package tests.

depending on the source shares : plans to invest 4.2 billion yuan to build the global headquarters base project of depending on the source shares

depending on the source shares (002841) announced on the evening of November 14 that it plans to invest 4.2 billion yuan with its own or self-raised funds to build the "depending on the source shares global headquarters base project". this construction mainly includes the research and development office buildings and experimental centers required by the research and development center, information center and supply chain center of depending on the source shares global headquarters, it is used to carry out technical pre-research and product development in the fields of commercial display and audio and video equipment, computing equipment, power electronics, robotics and artificial intelligence.

Huadong Medicine : Signed Equity Investment Agreement and Exclusive Product Distribution Agreement with Chongqing Yuyan

east China medicine (000963) announced on the evening of November 14 that its wholly-owned subsidiaries xinkeli aesthetics, Hangzhou production investment and gongshu state investment jointly signed an equity investment agreement with Chongqing yuyan pharmaceutical co., ltd. (hereinafter referred to as "Chongqing yuyan") and its shareholder representatives. each investor subscribed for a total of 8.5714 equity of Chongqing yuyan with a total of 0.3 billion yuan. Among them, Xinkeli Aesthetics contributed 0.15 billion yuan, after the transaction, it holds a 4.2857 per cent stake in Chongqing Yuyan. On the same day, the Company signed an Exclusive Distribution Agreement with Chongqing Yuyan to obtain the exclusive commercial rights and interests of the restructured botulinum toxin type A YY001 products owned by Chongqing Yuyan in the field of medical and aesthetic indications in Chinese mainland, Hong Kong Special Administrative Region and Macao Special Administrative Region. The company will pay Chongqing Yuyan the head of 50 million and the maximum registered milestone payment of no more than 0.1 billion yuan.

[Other]

huazheng new material : the company and related personnel received warning letter from zhejiang securities regulatory bureau

Huazheng New Materials (603186) announced on the evening of November 14 that the company and related personnel received a warning letter from Zhejiang Securities Regulatory Bureau on the same day. The content showed that recently, the company responded to questions about 5.5G related products and technologies on the investor relations interactive platform of Shanghai Stock Exchange, and failed to objectively and completely introduce and reflect the actual situation such as the business proportion of related products and the impact on the company's performance. Zhejiang Securities Regulatory Bureau decided to warn the company and Yu Gao, secretary of the board of directors of the company, and record it in the integrity file of the securities and futures market.

100 groups : recovery of principal of trust products

Baeda Group (600865) announced on the evening of November 14 that the "ABC Trust Tianqi [2020] No. 552 Rongchuang Qingdao No.1 Hospital Equity Investment Collective Fund Trust Plan" subscribed by the company had recovered all the trust principal of 40 million yuan and received a total of 2.2883 million yuan of trust income as of the disclosure date of the announcement. The company's subscription to the trust product has been closed. As of the disclosure date of the announcement, the balance of the company's entrusted financial management was 0.827 billion yuan.

Star Source Material : Termination of Celgard Litigation

xingyuan material (300568) announced on the evening of November 14 that recently, the Celgard submitted an application to the commercial and property court of England and Wales to cancel the lawsuit against xingyuan material. the judge of the commercial and property court of England and Wales approved the above withdrawal application and terminated all pending lawsuits in the commercial and property court of England and Wales. Previously, in the complaint, Celgard claimed that the company was suspected of infringing on its trade secrets and unfair competition.

China Nuclear Power : Liaoning Xudabao Nuclear Power Plant Unit 1 Nuclear Island Project Fully Started

China Nuclear Power (601985) announced on the evening of November 14 that the nuclear island project of Unit 1 of China Nuclear Power Liaoning Nuclear Power Co., Ltd., which is controlled and invested by the company, is scheduled to start construction on November 15. The single unit of Unit 1 of Xudabao Nuclear Power Station has a rated capacity of 1.291 million kilowatts and a designed operating life of 60 years. After the nuclear island project of Xudabao Unit 1 is fully started, the number of nuclear power units under construction controlled by the company will reach 10, and the installed capacity will reach 11.42 million kilowatts.

Shengnuo Bio : linaclotide API completed FDA filing

sengnuo biology (688117) announced on the evening of November 14 that the company's linaclotide bulk drug has recently completed the US food and drug administration (FDA)DMF filing, which is mainly used to treat constipation irritable bowel syndrome (IBS-C) and chronic idiopathic constipation (CIC).