[Hotspot Focus]

dragon version media (605577.SH): business does not involve AI concept

dragon version media (605577.SH) announced the abnormal fluctuation of stock trading. since October 13, 2023, the company's stock has closed up by 142.69, while the cultural media industry has increased by 22.51 on average in the same period. the short-term increase of the company's stock is seriously higher than that of the industry in the same period. after verification by the company, the company's current production and operation activities are all normal. The company has recently been concerned about investors and media asking whether the company is an AI concept stock. It has been verified that the company's business does not involve AI concepts.

Longyun shares (603729.SH): the business scope does not involve "short play" business, and there is no relevant investment or business plan

longyun shares (603729.SH) announced the abnormal fluctuation announcement of stock trading. the deviation value of the closing price increase of the company's stock for three consecutive trading days on December 11, December 12 and December 13, 2023 exceeded 20%, which belonged to the abnormal fluctuation of stock trading. As of December 13, 2023, the company's rolling P/E ratio was 427.29, significantly higher than the industry average, and the short-term increase was higher than that of companies in the same industry. The company's fundamentals have not changed significantly, there is overheating in market sentiment, and there may be a downside risk after a large short-term increase. The company is concerned that some investors have recently asked whether the company is involved in "short drama" business through the "SSE e-Interactive" platform and "Investor Phone". Up to now, the company's business scope does not involve "short drama" business, and there is no relevant investment or business plan.

Suzhou keda (603660.SH): at present, the company's large model is only tried out among individual users, and there is no revenue recognition

Suzhou Keda (603660.SH) announced that from December 7 to December 13, 2023, the company's share price rose by the daily limit for five consecutive trading days, up 60.84 percent from the closing price on December 6, which has seriously deviated from the company's fundamentals, and there is a downside risk that the company's stock valuation is high and the short-term rise is too fast. The company's KD-GPT large model differs significantly in terms of service objects relative to Google Gemini's generic multimodal large model, which is a large model for vertical industries. At present, the company's large model is only in the individual users of the first trial, there is no revenue recognition, the subsequent landing promotion is still a large uncertainty.

[contracted items]

cedar shares (600884.SH): it is planned to build a high-end display polarizer production line project

Shanshan shares (600884.SH) announced that based on the rapid growth of market demand for high-end display polarizers and the vast space for domestic substitution, according to the company's polarizer business development strategy, in order to optimize the product structure, enrich product applications, and further meet the needs of downstream customers, and continuously increase the market share of polarizers, the company agrees that its subsidiary Shanjin Optoelectronics (Suzhou) Co., Ltd. will set up a project company in Yangzhou and invest in the construction of a high-end display polarizer production line with an annual output of 40 million square meters. The total planned investment of the project will not exceed 6 billion yuan (including the purchase price of the company's SP business and related assets to be acquired by LG Chemical and the subsequent relocation and reconstruction investment amount, which will be subject to the actual investment amount in the end), among them, the investment in fixed assets is about 4.5 billion yuan and the investment in working capital is about 1.5 billion yuan.

daquan energy (688303.SH): it is proposed to invest 15 billion yuan to build a large all-energy silicon-based new materials industrial park project

Daquan Energy (688303.SH) announced that the company signed the "Daquan Energy Silicon-based New Materials Industrial Park Project Investment Agreement" with the Shihezi Municipal People's Government, the Shihezi Economic and Technological Development Zone Management Committee and Xinjiang Tianfu Energy Co., Ltd. It is agreed that the company will invest in the construction of the "Daquan Energy Silicon-based New Materials Industrial Park Project" in Shihezi City, Xinjiang ". The project is constructed in accordance with the method of "overall planning and phased implementation". The planned investment in fixed assets is RMB 15 billion, and the project is planned to be constructed in two phases. The first phase of the project plans to invest RMB 7.5 billion yuan to build a project with an annual output of 50000 tons of polysilicon and supporting 150000 tons of industrial silicon and 1.2 million round silicon cores. The second phase plans to invest RMB 7.5 billion yuan to build a project with an annual output of 50000 tons of polysilicon and supporting 150000 tons of industrial silicon and 1 million round silicon cores.

pegasus international (002210.SZ): Datong fuqiao plans to build a residential heating project (Datong city) not exceeding 70 million yuan

pegasus international (002210.SZ) announced that in order to better meet the growing demand for urban heating in Datong, increase the proportion of clean energy heating, and help build a green, economical, efficient and coordinated clean heating system in Datong, its subsidiary Datong fuqiao waste incineration power generation co., ltd. (hereinafter referred to as "Datong fuqiao") plans to invest no more than 70 million yuan in residential heating projects in Datong, promote and operate waste incineration power generation projects to achieve cogeneration, further improve the comprehensive utilization rate of resources and project cogeneration operation efficiency, promote the achievement of the "double carbon" goal, and achieve energy-saving, environmental and social benefits. The scale of the project will realize 3 million square meters of heat supply to Datong City and about 114 MW of heat supply load to the city.

jingui silver industry (002716.SZ): it is planned to build an acid wastewater advanced treatment system upgrade project in 19.4 million yuan

Jingui Yinye (002716.SZ) announced that in accordance with the national environmental protection policy, the company will further improve the acid wastewater treatment system, improve the company's safety and environmental protection level, reduce the amount of hazardous waste generated, and reduce the cost of hazardous waste disposal. The company intends to invest in the construction of acid wastewater depth treatment system upgrade project. The total investment of the project is expected to be 19.4 million yuan.

jingui silver industry (002716.SZ): it is planned to invest no more than 45 million yuan in the deep treatment project of flue gas tail gas in the second phase of jianyin smelting

jingui yinye (002716.SZ) announced that according to the "work plan for investigation and remediation of inefficient and ineffective air pollution control facilities" recently issued by the Ministry of ecological and environmental protection, in order to further improve the exhaust gas treatment index, the company plans to invest in the construction of the second phase of silver smelting flue gas deep treatment project, with a total investment of not more than 45 million yuan.

[Contract winning]

wansheng intelligence (300882.SZ): won the bid for the state grid project of about 0.267 billion yuan

Wansheng Intelligence (300882.SZ) announced that recently, the company received the "Letter of Acceptance" from State Grid Co., Ltd. and State Grid Materials Co., Ltd. Name of winning goods: Class A single-phase intelligent watt-hour meter, Class B three-phase intelligent watt-hour meter, Class C three-phase intelligent watt-hour meter, concentrator and collector. The total amount of the winning bid is about 0.267 billion yuan.

linyang energy (601222.SH): won the bid for 0.336 billion yuan state grid related projects

Lin yang energy (601222.SH) announced that it has received the bid-winning notice from the state grid co., ltd. and the state grid materials co., ltd. in the project of "the 89th batch of procurement of the state grid co., ltd. in 2023 (the second bidding procurement of electric energy meters (including electricity consumption information collection) for marketing projects), for this project, the company has won 10 bid packages for the winning bidder of Class A single-phase intelligent watt-hour meter, Class B three-phase intelligent watt-hour meter, Class C three-phase intelligent watt-hour meter, concentrator and collector, and special transformer collection terminal (including special transformer of energy controller), with a total bid amount of about 335.6724 million yuan.

kelu electronics (002121.SZ): won the bid for the state grid project of about 0.353 billion yuan

kelu electronics (002121.SZ) announced that on December 7, 2023, state grid co., ltd. announced on its e-commerce platform "the successful candidate recommended by state grid co., ltd. for the 89th batch of procurement in 2023 (the second bidding procurement of electric energy meters (including electricity consumption information collection) for marketing projects". Shenzhen kelu electronics technology co., ltd. was the successful candidate recommended for the above bidding project. Recently, the company received the State Grid Co., Ltd. and State Grid Materials Co., Ltd. sent the "Letter of Acceptance". The total amount of the winning bid is about 0.353 billion yuan.

matte technology (300123.SZ): Chengdu matte signed a total 0.1897 billion yuan outsourcing production contract

Yaguang Technology (300123.SZ) announced that Chengdu Yaguang Electronics Co., Ltd. (hereinafter referred to as "Chengdu Yaguang"), a subsidiary of the company, recently received three "outsourcing production contracts" signed with special institutional customers (hereinafter referred to as "special institutional customers"), with a total contract amount of RMB 0.1897 billion.

villi (300190.SZ): won the bid for the leachate treatment project of Changchun municipal solid waste treatment center

Villi (300190.SZ) announced that the company participated in the public bidding for the leachate treatment project of Changchun Municipal Solid Waste Treatment Center. The purchaser of the project is Changchun City Administration Bureau, and the procurement agency is Jilin Zhongjiao Engineering Construction Consulting Co., Ltd. Recently, the company received a notice of winning the bid for the project, according to the notice of winning the bid, the company is the winning supplier of the project. The company's winning bid this time is the leachate treatment project of Changchun Municipal Solid Waste Treatment Center. According to the bidding documents of the project, the winning bidder shall provide a set of leachate treatment facilities with a treatment capacity of not less than 1000 tons/day (with a peak treatment capacity of 1500 tons/day), be responsible for equipment supply, installation and commissioning, provide operation services, and dismantle leachate treatment facilities after the service. The contract performance period of the project is three years, and the contract is signed once a year. According to the bid-winning notice, the bid-winning price for the project is RMB 155.98 yuan/ton. According to the project's contract performance period, water treatment volume, winning price and other relevant factors, the total amount of the project is expected to be about 170.7981 million yuan.

seiko technology (002006.SZ): signed a contract for JPET50 polyester recycling production line of 50000 tons of main process unit in the first phase of the 150000 tons of green recycled new materials project of 0.32 billion yuan jianxin new materials project

seiko technology (002006.SZ) announced that the company plans to sign the "JPET50 polyester recovery production line contract for the first phase of the 50000-ton main process unit of the 150000-ton green recycled new materials project with the related party Zhejiang jianxin jianxin jianxin new materials co., ltd. (hereinafter referred to as jianxin new materials or the employer). as of the disclosure date of the announcement, the contract has been officially signed, but it has yet to be submittedThe implementation can only be carried out after the approval of the general meeting of shareholders of the company, and there is uncertainty as to whether the related party transaction can be approved by the general meeting of shareholders of the company. The total estimated price of the contract is 0.32 billion yuan, and the final contract price is subject to the final price after the completion of the project. There is a risk that the final settlement price is inconsistent with the total estimated price of the contract.

[ Equity Acquisition]

lisheng pharmaceutical (002393.SZ): plans to acquire 65% equity of kangyuan pharmaceutical for 0.137 billion yuan

Lisheng Pharmaceutical (002393.SZ) announced that in order to promote the high-quality development of listed companies, around the overall goal of the company's "14th Five-Year Plan", the company plans to acquire 65% equity of Jiangxi Qingchun Kangyuan Pharmaceutical Co., Ltd. (hereinafter referred to as "Kangyuan Pharmaceutical" or "Target Company") with its own funds and 0.137 billion yuan in cash. Upon completion of the acquisition, Kangyuan Pharmaceuticals will become a controlling subsidiary of the Company and will be included in the scope of the Company's consolidated financial statements. This transaction does not constitute a related transaction.

yonghui supermarket (601933.SH): plans to sell 1.43% of Wanda business management shares for 4.53 billion yuan

yonghui supermarket (601933.SH) announced that Dalian yujin trading co., ltd. intends to purchase 0.389 billion shares of Dalian Wanda commercial management group co., ltd. ("Wanda commercial management") held by the company in cash, accounting for 1.43 of Wanda commercial management's total share capital, with a transfer price of 4.53 billion yuan.

Hunan development (000722.SZ): plans to acquire 46% equity of python power company for 0.374 billion yuan

Hunan development (000722.SZ) announced that in order to solve the problem of horizontal competition in an orderly manner, Hunan development group co., ltd. plans to sign an equity transfer agreement with its controlling shareholder Hunan Xiangtou holding group co., ltd. (hereinafter referred to as "Xiangtou group") to acquire 46% equity of Hunan Zhijiang mang tangxi water conservancy and hydropower development co., ltd. (hereinafter referred to as "python power company") with its own capital of 0.374 billion yuan. Upon completion of the acquisition, the company's stake in Python will increase from 50.18 per cent to 96.18 per cent.

direct real technology (003007.SZ): no more than 66.5 million yuan to sell 80% equity of direct real software

Direct Technology (003007.SZ) announced that the company intends to sign the Equity Transfer Framework Agreement with Beijing Zhuxue Tianxia Education Technology Co., Ltd. in December 2023. Transfer 80% of the equity of the holding subsidiary Beijing Zhizhuan Software Technology Co., Ltd. (hereinafter referred to as "Zhizhuan Software" or "Target Company") to Beijing Zhuxue Tianxia Education Technology Co., Ltd. (hereinafter referred to as "this transaction") at a total price not exceeding 66.5 million yuan. Upon completion of the transaction, the Company will no longer hold an equity interest in Straight True Software, and Straight True Software will no longer be included in the scope of the Company's consolidated financial statements.

Xinhua wenxuan (601811.SH): plans to acquire 17% equity of wenxuan online, a holding subsidiary, for 34.7684 million yuan

Xinhua Wenxuan (601811.SH) announced that in order to further optimize the internal resource allocation of the company, continuously create a new model for the development of book e-commerce, further enhance the value of the supply chain service system, provide strong support for the major business sectors of content creative publishing, cultural consumption and educational services, and help the high-quality development of the company's main business. The company intends to use its own funds to acquire 17% of the company's holding subsidiary Wenxuan Online held by the controlling shareholder Sichuan Xinhua Publishing and Distribution Group. This transaction is based on the shareholders of the above-mentioned transaction target on the evaluation base date (September 30, 2023). The evaluation value of all equity is based on the reference, and the transaction consideration is RMB 34.7684 million. Upon completion of the acquisition, the Company holds 92% of Wenxuan Online's equity and Sichuan Xinhua Publishing and Distribution Group holds 8% of Wenxuan Online's equity.

[ release ]

New Schindler (300518.SZ): 8.2326 million restricted shares will be lifted on December 15

New Schindler (300518.SZ) announced a suggestive announcement on the lifting of the restriction and listing of restricted stocks in the third lifting of the restriction period of the restricted stock incentive plan in 2020. A total of 12 incentive objects met the conditions for lifting the restriction, and a total of 8.232588 million restricted stocks were actually lifted, accounting for 4.1284 of the current 199,411,576 shares of the company's total share capital. The date of listing and circulation of the restricted shares for this release is December 15, 2023.

yuanjie technology (688498.SH): 40.7842 million restricted shares will be listed and circulated from December 21

yuanjie technology (688498.SH) announced that the number of shares lifted from the restriction and applied for listing and circulation totaled 40.7842 million shares, accounting for 48.07 of the company's total share capital. The restriction period for this part of the restricted shares is about to expire and will be listed for circulation on December 21, 2023.

[Repo]

step size pharmaceutical (603858.SH): plans to spend 0.18 billion yuan -0.36 billion yuan to buy back shares

Buchang Pharmaceuticals (603858.SH) announced that the company intends to use its own funds to repurchase public shares in a centralized bidding transaction. The purpose of the repurchase of shares is to be used for employee stock ownership plans, equity incentives, and conversion of corporate bonds issued by listed companies that can be converted into stocks. The upper and lower limits of this repurchase amount shall not be less than 0.18 billion yuan and not more than 0.36 billion yuan. Under the condition of the upper limit of the share repurchase price of 24 yuan per share, according to the lower limit of the amount of shares to be repurchased of 0.18 billion yuan, the number of shares that can be repurchased is expected to be about 7.5 million shares, accounting for about 0.68 of the company's total share capital; according to the repurchase The upper limit of the amount is 0.36 billion yuan, and the number of shares that can be repurchased is expected to be about 15 million shares, accounting for about 1.36 of the company's total share capital.

Perrier (603605.SH): plans to spend 0.1 billion yuan -0.2 billion yuan to buy back shares

Pereya (603605.SH) announced that the company intends to use its own funds to repurchase shares through centralized bidding transactions, and at an appropriate time in the future for equity incentives or employee stock ownership plans. The total amount of funds for the repurchase of shares shall not be less than RMB 0.1 billion (inclusive) and shall not exceed RMB 0.2 billion (inclusive); the price of this repurchase shall not exceed RMB 130 per share (inclusive).

Bairun shares (002568.SZ): plans to spend 0.1 billion yuan -0.2 billion yuan to buy back the company's shares

Bairun shares (002568.SZ) announced that the company intends to use its own funds to repurchase some A- share public shares (hereinafter referred to as "this repurchase") by means of centralized bidding. The amount of funds for this repurchase shall not be less than RMB 0.1 billion (including 0.1 billion yuan) and not more than RMB 0.2 billion (including 0.2 billion yuan), and the repurchase price shall not exceed RMB 39.10 yuan/share (including 39.10 yuan/share), the specific number of repurchases is based on the number of shares actually repurchased at the end of the repurchase period. The implementation period of the repurchase of shares is within 6 months from the date of consideration and approval of the share repurchase plan by the Board of Directors of the Company.

trust standard (300938.SZ): it is planned to spend 0.05 billion yuan -0.1 billion yuan to buy back the company's shares

The Credit Testing Standard (300938.SZ) announced that the company intends to use its own funds to repurchase some of the company's shares through centralized bidding transactions (hereinafter referred to as "this repurchase"), and the total amount of funds for the repurchase of shares shall not be less than RMB 50 million Yuan (inclusive), no more than 100 million yuan (inclusive); the price of repurchased shares shall not exceed RMB 54 yuan per share (inclusive). The repurchase price shall not exceed 150 percent of the average trading price of the Company's shares for the 30 trading days prior to the adoption of the repurchase resolution by the Board of Directors.

nanshan aluminum (600219.SH): plans to spend 0.3 billion yuan -0.6 billion yuan to buy back shares

Nanshan Aluminum (600219.SH) announced that the company intends to use its own funds to repurchase part of the company's public shares through centralized bidding transactions to reduce the company's registered capital. The total amount of repurchase funds shall not be less than RMB 0.3 billion (inclusive) and shall not exceed RMB 0.6 billion (inclusive), and the maximum price of repurchased shares shall not exceed RMB 4.43 per share.

[increase or decrease]

gosbell (002848.SZ): director you zongjie plans to increase his stake in the company by not less than 8 million yuan

Gosbel (002848.SZ) announced that the company received the "Notification Letter on the Plan to Increase the Company's Shares" submitted by Director Mr. You Zongjie on December 13, 2023. Mr. You Zongjie plans to start from the date of disclosure of the announcement (inclusive) Within 6 months, the company's shares will be increased through centralized bidding transactions, and the increase amount will not be less than 8 million yuan.

Wuliangye (000858.SZ): Wuliangye group company plans to increase its stake in 0.4 billion yuan -0.8 billion yuan company

Wuliangye (000858.SZ) announced that the company recently received a letter from Sichuan Yibin Wuliangye Group Co., Ltd. (hereinafter referred to as "Wuliangye Group Company") on its intention to increase its shareholding in Yibin Wuliangye Co., Ltd. Based on its confidence in the company's future sustainable and stable development and recognition of the company's long-term value, Wuliangye Group plans to increase its shareholding through the Shenzhen Stock Exchange trading system within 6 months from the announcement, the amount to be increased shall not be less than 0.4 billion yuan and not more than 0.8 billion yuan.

wanrun xineng (688275.SH): controlling shareholder and actual controller increased their shares of the company by 8.6163 million yuan

Wanrun Xineng (688275.SH) announced that as of the disclosure date of this announcement, Mr. Liu Shiqi and Ms. Li Fei, the controlling shareholder and actual controller of the company, have accumulated 142,805 shares of the company through centralized bidding through the Shanghai Stock Exchange system, with an increase of about 8.6163 million yuan, which has exceeded 50% of the lower limit of the plan of 8.6067 million yuan. The increase in the plan has not yet been implemented, Mr. Liu Shiqi, Ms. Li Fei will continue to increase their holdings in accordance with the relevant plan, in the plan to increase the implementation of the company's shares.

times electric (688187.SH): controlling shareholder China car Zhuzhou increased its A shares by about 36.5475 million yuan

Times Electric (688187.SH) announced that during the period from December 11, 2023 to December 13, 2023, the controlling shareholder CRRC Zhuzhou increased its holdings of 1,019,596 A shares of the company through centralized bidding trading through the trading system of Shanghai Stock Exchange, accounting for about 0.07 of the company's total issued share capital, with a total increase of aboutIt is RMB 36.5475 million (excluding transaction costs).

Chongqing Gas (600917.SH): China Development Bank plans to reduce its stake by no more than 1%

Chongqing Gas (600917.SH) announced that due to operational needs, the China Development Bank plans to reduce its holdings of the company through centralized bidding and block transactions within 3 months after 15 trading days from the date of disclosure of this reduction announcement. Neither more than 15.7134 million shares, that is, not more than 1% of the company's total share capital.

[Other]

zhongcheng electric (301031.SZ): recently received a fixed-point notice of high-voltage 1000VDC and 500VDC products exclusively designated by a German head car company for a project Tier1

China melting electric (301031.SZ) announced that the company recently received a fixed-point notice of high-voltage 1000VDC and 500VDC products (limited to confidentiality agreement, cannot disclose its name, hereinafter referred to as "customer") for a project Tier1 of a German head car company. Up to now, the company has received the fixed-point notice of the project and received the C- sample order, and has not yet signed a formal contract. The acquisition of this order indicates that the project has made important phased progress. The total sales amount during the project cycle is expected to fluctuate by 0.11 billion yuan.

xinrui technology (300745.SZ): the total sales amount during the life cycle of the designated project for automobile customer development is about 1.2 billion yuan

xinrui technology (300745.SZ) announced that the company recently received the "notice of fixed-point development" from the customer of the new energy main engine factory (limited to confidentiality requirements, unable to disclose its name, referred to as "customer"). the customer decided to choose the company as the supplier of vehicle power supply after fully analyzing the comprehensive factors of the company's quality assurance system, technology research and development, production organization capability and product price. According to the customer's plan, the total sales amount during the life cycle of the above project is about 1.2 billion yuan.