[Hot spot]

8 even board three boshuo: the company's stock price has the risk of irrational speculation

8 Lianban Sanboshuo (001300) disclosed a serious stock trading change announcement on the evening of November 21, saying that the company's stock price rose abnormally, and the deviation of the closing price increase for 8 consecutive trading days from November 10 to November 21 The cumulative value reached 113.4, and the company's stock price fluctuated greatly in the short term. In view of the large short-term increase in the company's stock price, the stock price increase far deviates from the company's fundamentals, and the company's stock price is at risk of irrational speculation. Recently, there have been no significant changes in the Company's operations and internal and external operating environment.

Sai is intelligent: the company's inspection robot-related products involve less revenue

Saiwei Intelligence (300044) disclosed a stock trading change announcement on the evening of November 21, saying that the concept of "robot" in the recent investment market is more active, but the company's inspection robot-related products involve less income, so investors are requested to make rational decisions and invest prudently.

Golden Kirin: The products are mainly used in fuel vehicles. The proportion of new energy vehicle business is very small

Golden Kirin (603586) issued a change announcement on the evening of November 21, stating that the company's main products are automotive brake pads, automotive brake discs, rail transit brake pads and industrial brake products, mainly for the after-sales market and OEMs. The company's products are mainly used in traditional fuel vehicles, and the new energy vehicle business accounts for a very small proportion. The company's revenue structure will not change significantly in the short term.

Shenglong shares: the revenue of supporting oil pumps and other products for Selis is relatively small

shenglong shares (603178) issued a risk warning on the evening of November 21, saying that some media listed the company as Huawei's concept stock. in the early stage, the company disclosed in its periodic report that the company had provided silisi with electronic oil pumps and other products through qingshan industry and Chongqing well-off society, and obtained the project designation. In 2022 and 2023, the Company's operating income from products such as supporting oil pumps to Sylis was $19.151 million and $10.2288 million, respectively, accounting for 1.29 percent and 1.5 percent of the Company's operating income, respectively, which was relatively small, and the profit and loss generated by the project had minimal impact on the Company. The company's products are used in new energy vehicles accounted for a relatively small. The company's share price seriously deviates from the reasonable valuation of listed companies in the same industry, and the share price is divorced from the company's fundamentals.

Yawei shares: direct holding of 10.54 equity in Weimai core material has little impact on investment income

silianban yawei shares (002559) disclosed a stock trading change announcement on the evening of November 21, saying that the company directly holds 10.54 percent of the equity of Suzhou weimai core semiconductor co., ltd., a subsidiary of the company, and the impact of the investment income confirmed according to the equity method on the company's net profit attributable to shareholders of the listed company from January to September 2023 does not exceed 1%. Recently, there have been no significant changes in the Company's operations and internal and external operating environment.

Broadcom shares: no cooperation agreement with Huawei does not involve the "Hongmeng concept"

the two board Broadcom shares (600455) disclosed the announcement of stock trading changes on the evening of November 21, saying that recently there were media reports that Broadcom shares were "Hongmeng concept shares". After self-examination, the city college controlled by the company participated in the conference related to the integration of production and education in Hongmeng Duan cloud intelligent industry, and established a community with more than 250 other units, but it had no impact on the company's business, income and profits. The company's main business is higher education. Neither the company nor the City College has signed any cooperation agreement with Huawei, nor has it carried out cooperation in talent training. The company is not involved in the so-called "Hongmeng concept".

four-link board Aotega: no single business project that can significantly increase revenue in the near future

Silianban Aotejia (002239) disclosed a stock trading change announcement on the evening of November 21, stating that there have been no major changes in the company's operating conditions, financial conditions, and internal and external environments in the near future; the company currently does not have a significant increase in the company's revenue and income Single business project.

Electronic City: Beijing Digital Economic Power Center Project Company is not within the scope of the company's merger

electronic city (600658) disclosed a stock trading change announcement on the evening of November 21, saying that the company holds 36.36 percent of the shares of zhiyu zhilian technology co., ltd. (hereinafter referred to as "zhiyu zhilian"), and zhiyu zhilian participated in the Beijing digital economy computing center project based on industrial and urban digitalization, the controlling shareholder of the company. The project company established by Zhiyu Zhilian is a newly established company, which has not yet generated operating profit, nor is it a company within the scope of the company's merger, and will not have a significant impact on the company's main business and performance. In addition, the integrated circuit research and development service platform is built by Beijing Electronic City Integrated Circuit Design Service Co., Ltd., a subsidiary of the company, to provide service support for the research and development needs of innovative subjects in the field of integrated circuits and optoelectronics. The subsidiary has a limited scale. The audited operating income in 2022 is 1.8547 million yuan, and the net profit is -1.649 million yuan, accounting for 0.08 of the company's 2022 revenue. It will not have a significant impact on the company's main business and performance.

8 even plate yinbaoshan new: no major changes in business conditions and business environment

8 lianban yinbaoshan new (002786) disclosed the announcement of serious stock trading changes on the evening of November 21, saying that after consulting the controlling shareholder by letter, as of the announcement date, the controlling shareholder bangxin assets had not received the formal application of the appropriate transferee through public solicitation for a one-time transfer of the company's equity, and there was no progress to be disclosed. The company's current operating conditions are normal, and there have been no significant changes in the company's operating conditions and internal and external operating environment in the near future.

Delong laser: the company's products have not been applied to AI PIN, HBM direction

delong laser (688170) issued a notice of change on the evening of November 21, saying that the market has recently attracted attention and discussion on the application of the company's products in AIPIN, HBM, advanced packaging and other aspects. the relevant information is as follows:(1) the company's products have not yet been applied in the direction of AI PIN and HBM. (2) The company actively lays out traditional packaging and advanced packaging applications of integrated circuits: such as silicon stealth cutting, through glass hole (TGV), laser grooving (low-k), wafer marking, module drilling (TMV), laser debonding, auxiliary welding, etc. The downstream customers are sealing and testing manufacturers. At present, some new products are still in the verification stage and have not been sold in batch, the above-mentioned integrated circuit traditional packaging and advanced packaging applications related products accounted for a relatively low proportion of revenue.

Tianyin Holdings: The rumor that Glory Terminal may go public with a backdoor company is inconsistent with the facts

Tianyin Holdings (000829) disclosed a clarification announcement on the evening of November 21, saying that there are media rumors that Glory Terminal Co., Ltd. (hereinafter referred to as "Glory Terminal") may backdoor the company's listing. The report's description of the possible backdoor listing of Glory Terminal is inconsistent with the facts. After confirmation with the controlling shareholder, the company and the company's controlling shareholder Shenzhen Investment Holdings Co., Ltd. do not plan the above rumors or other major issues that should be disclosed. As an indirect shareholder of Glory Terminal, Tianyin Communications Co., Ltd., a wholly-owned subsidiary of the Company, holds 19.36 equity interest in Shenzhen Xingmeng Information Technology Partnership (Limited Partnership), a shareholder of Glory Terminal.

strait innovation: filed by the securities and futures commission for suspected violation of laws and regulations

Straits Innovation (300300) announced on the evening of November 21 that the company received a "notice of filing a case" issued by the China Securities Regulatory Commission on the same day. Because the company was suspected of violating laws and regulations in information disclosure, the China Securities Regulatory Commission decided to file a case against the company. After self-examination, the filing may involve matters such as the inflated operating income of the Company's shareholding company (formerly a holding subsidiary) during the 2018-2019 period.

* ST Huayi: due to major matters to be verified, the company's shares will be suspended

* ST Huayi (600290) announced on the evening of November 21 that the company still needs to verify due to major issues. Upon application, the company's A shares will be suspended from trading on November 22, and the suspension time is expected to not exceed 3 trading days.

[Change in Equity]

Donghua Technology: The controlling shareholder intends to transfer the company's shares to China Chemical without compensation

Donghua Technology (002140) announced on the evening of November 21 that the company's controlling shareholder, Chemical Sanyuan, intends to transfer 0.333 billion of its shares (accounting for 47.07 of the company's total share capital) to China Chemical. After this free transfer, the Sanyuan will no longer hold shares in the company. The controlling shareholder of the company will change, that is, from the Third Academy of Chemical Engineering to China Chemical; the actual controller of the company will not change, and it will still be China Chemical Engineering Group Co., Ltd.

electrical alloy: the actual controller plans to change the control of the stock to continue to suspend

electrical alloy (300697) announced on the evening of November 21 that the company's shares were suspended from trading on November 20 (Monday) as the company's controlling shareholder and actual controller Chen lijiao was planning share transfer and voting rights abandonment. Up to now, the relevant parties are actively promoting the work of this major issue. The company's shares will continue to be suspended from the opening of the market on November 22, and the suspension is expected to be no more than 3 trading days.

[ M & A ]

Desai Battery: Holding Subsidiary 0.536 billion Yuan Betes for 100 Equity of Changsha Xinchu

Desai battery (000049) announced on the evening of November 21 that recently, Hunan battery, a holding subsidiary, received the "confirmation of online bidding transaction" issued by Changsha United property rights exchange. Hunan battery successfully won 100 percent of the shares of Changsha xinchu technology co., ltd. through the open online bidding of Changsha state-owned assets electronic trading system, with a transaction price of 0.536 billion yuan. On November 20, the parties to the transaction signed an equity transfer agreement.

western mining: plans to bid for 36% equity of yellow river mining with a reserve price of 3.66 billion yuan

western mining (601168) announced on the evening of November 21 that the company intends to participate in the bidding for 36% equity of yellow river mining held by Qinghai yellow power mining management co., ltd. The reserve price for the transfer of the asset is 3.66 billion yuan and the deposit is 0.3 billion yuan. Yellow River Mining now holds the mining right and peripheral prospecting right of nickel copper mine in the abnormal area of Summer Hamu HS26 in Golmud City, and has built and operated the Summer Hamu nickel copper mine, which is a well-known super-large nickel deposit in China.

Hanbo Hi-Tech: to acquire minority shares of two holding subsidiaries

hanbo hi-tech (301321) announced on the evening of November 21 that the company plans to acquire 30% equity of Chongqing buming photoelectric technology co., ltd. (hereinafter referred to as "Chongqing buming") held by Xu hongjie and 30% equity of Hefei tongtai photoelectric technology co., ltd. (hereinafter referred to as "Hefei tongtai"), with an overall transfer price of 43.2189 million yuan. After the completion of the acquisition, the company holds 80% of Chongqing Buming and Hefei Tongtai respectively. Chongqing Buming and Hefei Tongtai are mainly engaged in the production, research and development and sales of precision injection molding parts for displays, and are important holding subsidiaries of the company.

[Refinancing]

hypergraph software: it is proposed to raise no more than 0.3 billion yuan for SuperMap GIS 12 project

hypergraph software (300036) announced on the evening of November 21 that the company plans to issue shares to specific objects through simple procedures to raise no more than 0.3 billion yuan, which will be used to SuperMap the GIS 12 basic software upgrade research and development and industrialization project.

[increase or decrease & repurchase ]]

yintai gold: controlling shareholder shandong gold increased its stake in the company by 1.18

Yintai Gold (000975) announced on the evening of November 21 that from November 16 to November 21, the company's controlling shareholder Shandong Gold increased its holdings of 32.9019 million shares of the company through centralized trading, accounting for 1.18 of the company's total share capital.%.

songsheng shares: specific shareholders intend to reduce their shares by no more than 0.16

Songsheng shares (301002) announced on the evening of November 21 that the company's specific shareholders Dongzheng Hande and Dongzheng Xiade plan to reduce their holdings of the company's shares by centralized bidding within 3 months after 3 trading days. More than 194700 shares (that is, no more than 0.16 of the company's total share capital). The fund managers and executive partners of Dongzheng Hande and Dongzheng Xiade are Shanghai Oriental Securities Capital Investment Co., Ltd., and Dongzheng Hande and Dongzheng Xiade are acting in concert with each other.

dishengli: taifeng international plans to reduce its stake in the company by no more than 1%

dishengli (603335) announced on the evening of November 21 that TYFUN, a 5.25 per cent shareholder of the company, INTERNATIONAL INC (hereinafter referred to as "Taifeng International") to reduce its stake in the company by no more than 1%.

jinkai xinneng: no more than 0.24 billion yuan to buy back shares of the company

Jinkai Xinneng (600821) announced on the evening of November 21 that it intends to repurchase the company's shares no more than 0.24 billion yuan (inclusive), and the price of the repurchased shares does not exceed 8 yuan per share (inclusive). The proposed repurchased shares are used Implement employee stock ownership plans or equity incentives.

ho's ophthalmology: shares to be repurchased from 67.5 million yuan to 0.12 billion yuan

Ho's Ophthalmology (301103) announced on the evening of November 21 that the company intends to repurchase some of its shares through a centralized bidding transaction for the implementation of employee stock ownership plans or equity incentives. The total amount of repurchase funds is not less than 67.5 million yuan and not more than 0.12 billion yuan, and the repurchase price is not more than 50 yuan/share.

[winning contract ]

radio and television express: pre-selected Guangzhou data group artificial intelligence public computing center project

radio and television express (002152) announced on the evening of November 21 that the company participated in the public comparison and selection of "Guangzhou data group artificial intelligence public computing center construction project equipment and supporting services procurement project" and ranked first in the publicity of transaction candidates. The maximum price of the project is 0.485 billion yuan.

three super new materials: subsidiary won the bid for a domestic photovoltaic head enterprise machine plus automation project

three super new materials (300554) announced on the evening of November 21 that Nanjing three core, the company's controlling subsidiary, recently received a bid-winning notice from a domestic photovoltaic head enterprise (hereinafter referred to as "photovoltaic customer"), confirming that Nanjing three core is the winning bidder for a local machine-processing automation project of the photovoltaic customer, and Nanjing three core will provide it with a "silicon rod grinding and pouring integrated processing center". The estimated bid winning amount is about 13 million yuan, and the specific amount is subject to the final order contract.

longyuan construction: wholly-owned sun company signs 0.37 billion yuan steel structure subcontract project

long yuan construction (600491) announced on the evening of November 21 that the earth steel structure of wholly-owned sun company recently signed a "construction engineering professional subcontract" with Shanghai construction engineering wisdom construction co., ltd. According to the contract, Dadi Steel Structure is the subcontractor of the steel structure professional subcontracting project of WH7-3 Jingu General Factory Building Project (except pile foundation project) in Jinqiao Southern District. The contract price is tentatively set at 0.37 billion yuan, with a total project duration of 205 days.

haibo heavy branch: winning the bid for the steel box girder project of youlian canal bridge demolition and reconstruction project

Haibo Heavy Industry (300517) announced on the evening of November 21 that the company recently received the "Letter of Acceptance" issued by Zhongyifeng Infrastructure Construction and Development Co., Ltd., confirming that the company is the steel box girder project of Youlian Canal Bridge Demolition and Reconstruction Project. The winning unit, the total price of winning the bid is 0.13 billion yuan.

Guangdong Hydropower: Contract for Sandstone Mine Project Long Belt Conveying Corridor Project

Guangdong hydropower (002060) announced on the evening of November 21 that recently, the consortium formed by the company, its wholly-owned subsidiary Guangdong second hydropower bureau group co., ltd. and Hunan building materials research and design institute co., ltd. (the company is the leader of the consortium and the others are members) and Guangdong yuede green building materials co., ltd. The contract amount is 0.173 billion yuan, of which the amount of engineering construction tasks undertaken by the company and its subsidiaries is 0.171 billion yuan.

China power construction: subsidiary won the bid of 5.475 billion yuan EPC general contracting project

China Electric Power Construction (601669) announced on the evening of November 21 that recently, Hainan Electric Power Design and Research Institute Co., Ltd., a subsidiary of the company, won the bid for the 800MW integrated optical storage EPC general contracting project in Qinnan District, Qinzhou City, with a bid amount of about 5.475 billion yuan.

china tong no: the total bid amount in the rail market from September to October is about 3.035 billion yuan

China General Number (688009) announced on the evening of November 21 that from September to October 2023, the company won a total of seven important projects in the rail transit market, including five in the railway market and two in the urban rail transit market. The total bid amount is about 3.035 billion yuan, accounting for about 7.55 of the company's 2022 operating income under the Chinese accounting standards.

[Other]

jinfeng technology: plans to build Beibu gulf wind power zero-carbon industrial base with 6 billion yuan

Jinfeng Technology (002202) announced on the evening of November 21 that the company and Beihai Tieshangang (Linhai) Industrial Zone Management Committee signed the "Beibu Gulf Wind Power Zero-carbon Industrial Base Project Investment and Construction Contract". The company will invest in the construction of Beibu Gulf wind power zero carbon industrial base, with a total investment of 6 billion yuan and a phase I investment of 1.77 billion yuan.

weiyuan shares: 600000 tons/year propane dehydrogenation unit put into operation

weiyuan shares (600955) announced on the evening of November 21 that the company's 600000-ton/year propane dehydrogenation unit has recently opened up the whole process, produced qualified products and entered the trial production stage. After the device reaches production, 600000 tons of propylene and 24600 tons of hydrogen will be added annually. Propylene products can be used as raw materials for existing phenol acetone plants and 300000 tons/year direct oxidation propylene oxide plants under construction, and the commissioning of the project further extends the company's industrial chain and realizes the independent supply of raw material propylene.

three-dimensional shares: holding subsidiary BDO integration project (phase I) trial operation

three-dimensional shares (603033) announced on the evening of November 21 that the main project of BDO integration project (phase I) built by its holding subsidiary inner Mongolia three-dimensional new materials co., ltd. has been completed and put into trial operation. calcium carbide and BDO devices have been fully connected, and the products have reached the level of superior products. It will take some time for the project to reach full production from trial operation. In addition, the company's non-public offering of shares expires. The Company's operating cash flow is currently normal and capital expenditure pressure is low in the short term.

quartz shares: 1.03 billion yuan to build an annual output of 3000 tons of electronic grade quartz materials project

Quartz Co., Ltd. (603688) announced on the evening of November 21 that the company and the Management Committee of Jiangsu Donghai Economic Development Zone recently signed a "Letter of Intent for Investment". The company will invest in the construction of an annual output of 3000 tons of electronic-grade quartz materials in Jiangsu Donghai Economic Development Zone. The total investment of the project is 1.03 billion yuan.

super communication: to become the general agent of "muxi" brand GPU products in specific industries

hypercom communication (603322) announced on the evening of November 21 that the company plans to sign an "industry general agent cooperation agreement" with muxi integrated circuit (Shanghai) co., ltd. to reach a cooperation agreement on the company becoming its "muxi" brand GPU product specific industry general agent. the company will complete the purchase performance target of 10000 GPU products per year as the industry general agent in 2024 and 2025. At the same time, the company will place 0.15 billion yuan Xiyun C series GPU product framework order and pay 20 million yuan deposit to Muxi in advance.

Runjian shares: holding subsidiary and Aliyun computing company signed a cooperation agreement

runjian shares (002929) announced on the evening of November 21 that wuxiang cloud valley co., ltd., the company's controlling subsidiary, and ariyun computing co., ltd. signed a "cooperation agreement" on the "China-ASEAN smart computing cloud" project and the "digital economy innovation center" project to provide customers with computing services and digital cloud.

TBEA: to increase the capital of the group finance company with a total of 1.36 billion yuan with the holding subsidiary

TBEA (600089) announced on the evening of November 21 that in order to meet the regulatory requirements and the needs of further business development, the company and its holding subsidiary TBEA Hengyang Transformer Co., Ltd. intend to increase capital to TBEA Group Finance Co., Ltd. at 0.925 billion yuan and 0.435 billion yuan respectively, with a total investment of 1.36 billion yuan. After the capital increase, the company holds 74% of the equity of the finance company, TBEA Hengyang Transformer Co., Ltd. holds 21% of the equity, and TBEA Shenyang Transformer Group Co., Ltd. holds 5% of the equity.

Kunlun Wanwei: Proposed transfer of equity and debt of holding subsidiary Beijing Green Vanadium

Kunlun Wanwei (300418) announced on the evening of November 21 that in order to better focus on AGI and AIGC businesses and reduce the doubts of the outside world about the company's diversified development direction, the company plans to transfer 50% equity of Beijing Green Vanadium New Energy Technology Co., Ltd. (hereinafter referred to as "Beijing Green Vanadium") held by its wholly-owned subsidiaries Ningbo Dianjin and Kunnuo Tianqin and convertible bonds that can be converted into equity in the future to Zhou Yahui, the transaction consideration is 0.4 billion yuan. After the completion of the transfer, the company no longer holds the equity and debt of Beijing Green Vanadium. At the same time, it is clear that in the future, except for the minority financial investment of the company's Kunlun Capital's technology VC fund, the company will no longer make any holding or long-term investment in industries other than the upstream and downstream industries of artificial intelligence.

Huaxia Happiness: the establishment of trust plans related to the Debt Restructuring Plan has been completed

Huaxia happiness (600340) announced on the evening of November 21 that on November 10, the board of directors of the company approved the company to set up a self-beneficial trust plan with an overall scale of about 25.5 billion yuan, and planned to offset the relevant financial debts with the share of beneficial rights of the trust after establishment. According to the authorization of the board of directors of the company, the company completed the establishment of the trust plan related to the debt restructuring plan on November 21, with a trust scale of 25.585 billion yuan.