[Hot spot]
Industrial Bank : There are no material matters that should be disclosed but not disclosed
Industrial Bank (601166) released an explanation of stock price fluctuations on the evening of December 29. The company is concerned that the closing price of the company's A shares will rise by the daily limit on December 29, 2023, and the stock price will increase significantly. After self-inspection and verification, the company's operating conditions are normal, the internal and external operating environment has not undergone major changes, and there are no major matters that should be disclosed but not disclosed.
Jiangshan shares : plans to build Weng 'an county new materials and electronic chemicals projects
in 22 billion yuanJiangshan Co., Ltd. (600389) announced on the evening of December 29 that the company intends to cooperate with Fu (Group) Co., Ltd. to develop new materials and electronic chemicals projects in the Baimiba area of the Fine Chemical Park in Weng'an Economic Development Zone, Guizhou. Work together to create an integrated phosphorus chemical cycle industrial chain. The total investment of the project is about 22 billion yuan, and the funds required for the investment are self-raised by both parties and solved through project financing. After the completion of the project, the annual output value is expected to reach more than 34 billion yuan. In addition, the company plans to take Guizhou Jiangshan, a holding subsidiary, as the main body, to invest in the construction of the "Guizhou Jiangshan Phosphorus Chemical Resources Comprehensive Utilization Project" in the Fine Chemical Industry Park of Guizhou Weng'an Economic Development Zone, with a total investment of 3.614 billion yuan.
eight boards Asia Optoelectronics : the company only has the production capacity of OLED modules, but there are no orders for OLED products in the past year.
Balianban Asia Optoelectronics (002952) replied to the Shenzhen Stock Exchange's concern letter on the evening of December 29. The company has VR product-related design and manufacturing capabilities. The company's VR-related products are VR application products of liquid crystal display modules, which are mainly used in cinemas, etc. The company's VR-related products achieved operating income of about 1.4305 million yuan in 2018, accounting for less than 1% of the company's operating income in 2018. In the past year, the company has no orders for VR-related products, which has no impact on the company's current operating income. Regarding the OLED products that the market has recently focused on, the company only has the production capacity of OLED modules, but there have been no orders for OLED products in the past year, which has no impact on the company's current operating income.
[ Performance ]
Guizhou maotai : expected to realize net profit in 2023 about 73.5 billion yuan, up about 17.2% year-on-year
Guizhou maotai (600519) announced on the evening of December 29 that according to the company's preliminary calculation, in 2023, the company produced about 57200 tons of maotai base liquor and 42900 tons of series liquor base liquor. It is estimated that the total operating income will be about 149.5 billion yuan (including maotai liquor operating income of about 125.8 billion yuan and series liquor operating income of about 20.4 billion yuan), up about 17.2 year on year. It is estimated that the net profit attributable to shareholders of about 73.5 billion yuan, the year-on-year growth was about 17.2 percent.
Ningbo port : expected to complete container throughput of 43.16 million TEUs in 2023, up 6% year-on-year
Ningbo Port (601018) announced on the evening of December 29 that the company expects to complete container throughput of 3.19 million TEUs in December, up 17.9 percent year-on-year, and cargo throughput of 78.48 million tons, up 3.8 percent year-on-year. In 2023, the company expects to complete a cumulative container throughput of 43.16 million TEUs, a year-on-year increase of 6%; it is expected to complete a cumulative cargo throughput of 1096.74 million tons, a year-on-year increase of 5.1.
[increase or decrease]
good product shop : da Yong co., ltd. plans to reduce its stake by no more than 3%
good product shop (603719) announced on the evening of December 29 that due to its own capital needs, Dayong Co., Ltd., a 26.05 shareholder of the company, plans to reduce its shares by no more than 12.03 million shares, that is, no more than 3% of the total share capital of the company, through centralized bidding or block trading.
Lihe Kechuang : Tongchan Group plans to increase its stake in the company from 10 million yuan to 20 million yuan
Lihe Kechuang (002243) announced on the evening of December 29 that the company's shareholders holding more than 5% of the shares, Tongcheng Group, plans to increase its holdings of the company's shares through centralized bidding transactions in the secondary market with its own or self-raised funds within 6 months from the date of disclosure of the announcement, with the total amount of increased shares not less than 10 million yuan and not more than 20 million yuan. This increase does not set a price range, the general production group will be based on the company's stock price fluctuations in the secondary market, the gradual implementation of the increase plan.
[ repurchase ]
guofang group : plans to buy back shares of the company from 10 million yuan to 20 million yuan
Guofang Group (601086) announced on the evening of December 29 that it plans to buy back the company's shares from 10 million yuan to 20 million yuan, and the price of the repurchased shares will not exceed 6.5 yuan per share (inclusive). The shares repurchased this time will be used for employee stock ownership plans or equity incentives, or for the conversion of corporate bonds issued by listed companies that can be converted into stocks.
outstanding shares : shares to be repurchased at 80 million yuan to 0.12 billion yuan
Zhuoran shares (688121) announced on the evening of December 29 that the company intends to repurchase part of the company's shares through centralized bidding transactions, and will use all employee stock ownership plans or equity incentives at an appropriate time in the future. The total amount of funds for the repurchase of shares shall not be less than 80 million yuan and not more than 0.12 billion yuan, and the price of the repurchase of shares shall not exceed 30.68 yuan/share.
sande technology : plans to buy back shares at 30 million yuan to 60 million yuan
Sande Technology (300515) announced on the evening of December 29 that the company intends to repurchase some of the company's issued shares through centralized bidding transactions for the implementation of equity incentives or employee stock ownership plans. The total amount of funds for this repurchase shall not be less than 30 million yuan and not more than 60 million yuan, and the repurchase price shall not exceed 17.75 yuan/share.
Shandong road and bridge : proposed 25 million yuan -50 million yuan repurchase company shares
Shandong Road and Bridge (000498) announced on the evening of December 29 that it plans to buy back the company's shares for 25 million yuan to 50 million yuan at a price not exceeding 8.63 yuan per share (inclusive). The shares after this repurchase will be sold through centralized bidding in accordance with relevant rules 12 months after the repurchase results and share change announcement are disclosed, and the sale will be completed within three years after the repurchase results and share change announcement are disclosed.
[ Contract Winning]
taiji industry : the consortium led by the subsidiary won the bid for the 2.564 billion yuan project
tai chi industry (600667) announced on the evening of December 29 that the consortium composed of subsidiary 11 science and technology (leader) and health care new materials has been identified as the winning bidder for the energy storage industrial park supporting plant of the lithium battery new materials production base construction project in tongliang district and the EPC project with an annual output of 2.7 billion square meters of lithium battery separator, with a winning price of 2.564 billion yuan. After the completion of the project, the whole project will be leased to the tenderee by the new materials of health and health, and the lease period is 72 months.
China Construction : recent total 26.79 billion yuan projects
China construction (601668) announced on the evening of December 29 that the company had recently obtained a total of 26.79 billion yuan of projects, accounting for 1.3 of the audited operating income in 2022.
Energy-saving man of iron : Subsidiaries jointly won the bid for the ecological environment system improvement project
energy-saving man of iron (300197) announced on the evening of December 29 that the company's wholly-owned subsidiaries, man of iron construction (consortium leader), zhonghe design and Yunnan qianhui, won the bid for the general contract (EPC) for the design and construction of ecological environment system improvement project in dragonfly Hexi area of Yao 'an county in Jinsha river basin. the total investment of the project is 0.146 billion yuan, and the winning price is: survey and design quotation rate is 12.5; Downward floating rate of construction quotation: 2.15. Tiehan Construction and Yunnan Ganhui are responsible for completing all the construction contents included in the approved scope of the project.
Xinrui Technology : Obtain designated projects for automotive customer development
Xinrui Technology (300745) announced on the evening of December 29 that the company recently received a "letter of intent for suppliers" from a new power customer. The company will develop and supply high-voltage charging and distribution assemblies for the customer's new energy vehicles. According to the customer plan, the total sales amount during the life cycle of the above project is about 1.2 billion yuan.
[Change in Equity]
chinachem technology : plans to transfer 51% equity of dongyang huaxin to Xuzhou bokang
chinachem technology (603306) announced on the evening of December 29 that dongyang kaiyang, a partnership controlled by the company, intends to transfer 51% of dongyang huaxin's equity to Xuzhou bokang at a transfer price of 0.147 billion yuan (a premium of 17.69 over the company's paid-in capital). After this equity transfer, the company no longer holds the equity of Dongyang Huaxin. This transaction is in compliance with the company's long-term development strategy under the specific business layout optimization adjustment.
Shanghai Laishi : Haier Group will become the actual controller of the company
Shanghai Laishi (002252) announced on the evening of December 29 that shareholder Grifols, S.A.(hereinafter referred to as "kilifu") and Haier Group signed the "Strategic Cooperation and Share Purchase Agreement" on December 29. Haier Group or its designated related parties intend to acquire 1.329 billion shares of the company held by kilifu, accounting for 20% of the total share capital of the company, with a transfer price of 12.5 billion yuan. At the same time, kiliford entrusted the voting rights corresponding to its remaining 0.437 billion shares of the Company to Haier Group or its designated affiliates, representing 6.58 per cent of the Company's total share capital. After the implementation of the transaction, Haier Group will control the voting rights corresponding to 26.58 per cent of the shares of the Company; Haier Group or its designated affiliates will become the controlling shareholder of the Company and Haier Group will become the de facto controller of the listed company.
longping high tech : plans to transfer 10.94 equity of longping bio to central enterprises fund
Longping Gaoke (000998) announced on the evening of December 29 that the company intends to hold Longping Biotechnology (Hainan) Co., Ltd (Hereinafter referred to as "Longping Biology") 10.94% of the equity was transferred to the Central Enterprise Rural Industry Investment Fund Co., Ltd. (referred to as the "Central Enterprise Fund") at a transfer price of 0.361 billion yuan. After the completion of this transfer, the company's shareholding in Longping Bio has changed from 15.94 to 5%, which is expected to generate investment income of about 0.22 billion -0.25 billion yuan. This transaction does not affect the company's cooperation with Longping Bio in genetically modified traits, which is conducive to optimizing the company's investment structure in the field of biotechnology.
aner : controlling shareholder intends to transfer 12% shares
aner (002875) announced on the evening of December 29 that Wang Jianqing, the controlling shareholder of the company, intends to transfer 12.7803 million shares of the company (accounting for 6% of the total share capital of the company) held by him to Zhejiang Yongxi and Jinjiang Ganji at the price of 14.08 yuan/share. The transfer of this agreement is mainly due to Zhejiang Yongxi and Jinjiang Ganji optimistic about the company's development prospects in the big data industry. The addition of Zhejiang Yongxi and Jinjiang Ganji can provide order resources for the company and the company's investment in the big data industry target company, is the company's first involvement in the field of big data for business development of an effective supplement, enhance the company's customer development capabilities.
[Major investment]
Shanghai silicon industry : plans to build a semiconductor silicon wafer material production base project
in 9.1 billion yuanShanghai silicon industry (688126) announced on the evening of December 29 that its subsidiary Shanghai xinsheng semiconductor technology co., ltd. plans to sign a "cooperation agreement on the project of semiconductor silicon wafer material production base" with Taiyuan municipal people's government and the management Committee of Taiyuan zhongbei high-tech industrial development zone to invest in the construction of "300mm semiconductor silicon wafer pulling and cutting, grinding and polishing production base". The total planned investment of the project is 9.1 billion yuan, and the final total investment shall be subject to the actual investment.
Jidian shares : set up a joint venture with COSCO SHIPPING International Hong Kong and Shanggang Energy
Jidian (000875) announced on the evening of December 29 that the company signed the "Cooperation Agreement on the Establishment of Shanghai Jiyuan Green Energy Co., Ltd." with COSCO Shipping International Hong Kong and Shanghai Group Energy (Shanghai) Co., Ltd. The joint venture company is the only project investment subject, technology research and development subject, procurement subject of various equipment and services, and product sales and pricing subject of the green methanol cooperation business under the agreement, and is responsible for the production link of the green methanol industry chain. A project company is established under the joint venture, and the project company is responsible for the production of the products.
China Eastern Airlines : plans to invest 1.2 billion yuan to increase Sichuan Airlines shares
China Eastern Airlines (600115) announced on the evening of December 29 that the company, together with Sichuan Airlines Group, China Southern Airlines, Shandong Airlines and Yinxingjinge, increased the capital of Sichuan Airlines by 12 billion yuan in the form of "currency + non-monetary property" respectively according to the equity ratio, of which the company contributed 1.2 billion yuan. The Company intends to contribute land, property and equipment in the capital airport maintenance area as non-monetary property, with the remainder in monetary form. Before and after this capital increase, the company's shareholding ratio of Sichuan Airlines shares has not changed, accounting for 10% of the total share capital issued by Sichuan Airlines shares.
lante optics : to build precision optical devices in 1.018 billion yuan new industry base project
lante optics (688127) announced on the evening of December 29 that it plans to set up a wholly-owned subsidiary with a total investment of 1.018 billion yuan. it plans to acquire new land and build modern research and development workshops, production workshops and dust-free test areas through its own or self-raised funds, and purchase high-end research and development testing equipment and advanced production and manufacturing equipment, it is used to build an international, comprehensive and highly independent innovation precision optical device R & D center and production base integrating basic research, trend analysis, product design, technology development, testing and inspection, and engineering application.
Nanda Optoelectronics : plans to build a 8400-ton high-purity electronic-grade nitrogen trifluoride production project with an annual output of 0.6 billion yuan
Nanda Optoelectronics (300346) announced on the evening of December 29 that in order to further implement the development strategy, accelerate the layout of the electronic special gas industry, and strengthen and expand the fluorine electronic special gas business, the company's holding subsidiary Wulanchabu Nanda Optoelectronics and Inner Mongolia Wulanchabu Chahar High-tech Development Zone Management Committee signed the "Park Entry Agreement." Wulanchabu Nanda Optoelectronics plans to invest 0.6 billion yuan in Bayin Chemical Industrial Park in Chahar High-tech Zone, including 0.45 billion yuan in fixed assets, to build a production project with an annual output of 8400 tons of high-purity electronic-grade nitrogen trifluoride.
cosco sea energy : plans to build 6 new oil tankers in 2.918 billion yuan
cosco sea energy (600026) announced on the evening of December 29 that the company, as the buyer, signed a ship construction contract with Dalian cosco shipping heavy industry, agreeing that Dalian cosco shipping heavy industry would build a 49900 dwt MR oil tanker for the company. Hainan cosco shipping energy, a wholly-owned subsidiary of the company, signed three ship construction contracts with Yangzhou cosco shipping heavy industry as the buyer, it was agreed that Yangzhou COSCO Shipping Heavy Industry would build 3 114200 dwt Afra crude oil tankers for Hainan COSCO Shipping Energy. Hainan COSCO Shipping Energy, as the buyer, signed two ship construction contracts with Dalian COSCO Shipping Heavy Industry, agreeing that Dalian COSCO Shipping Heavy Industry would build two 64900 dwt Panama crude oil tankers for Hainan COSCO Shipping Energy. The total price of the above 6 ships is 2.918 billion yuan.
Aikang Technology : Proposed construction of HJT perovskite laminated battery research and production base project
Aikang Technology (002610) announced on the evening of December 29 that Zhejiang Aikang Future Technology Co., Ltd., a wholly-owned subsidiary of the company, and Hangzhou Qianjiang Economic Development Zone Management Committee signed the HJT Perovskite Laminated Battery Research and Development and Production Base Project Framework Agreement. Zhejiang Aikang plans to invest in the HJT Perovskite Laminated Battery Research and Production Base Project in Hangzhou Qianjiang Economic Development Zone in the future, with a total investment of about 1 billion yuan.
[ M & A ]
Yunding Technology : intends to acquire some minority shareholders of the holding subsidiary Beidou Tiandi
Yunding Technology (000409) announced on the evening of December 29 that the company intends to acquire a total of 26.9948 shares of Beidou Tiandi held by some minority shareholders of Beidou Tiandi Co., Ltd. (hereinafter referred to as "Beidou Tiandi") with cash of 0.128 billion yuan. Beidou Tiandi is an important holding subsidiary of the company, mainly engaged in information technology services and industrial intelligent applications and "Beidou plus" business, belongs to the national strategic support industry. Beidou Tiandi deep-cultivated smart mine segmentation field, with technology, products, services and other competitive advantages, has a good development prospects. After the completion of the transaction, the company's stake in Beidou Tiandi will be increased from 68.35 to 95.34, which will have a certain positive impact on the company's future operating results.
Shuyu civilian : termination of major asset purchases
Shu Yu civilian (301017) announced on the evening of December 29 that the company originally planned to purchase 60% of Jinan Pingjia, 90% of Liaoning Tianshili and 10% of Liaoning Tianshili held by Li Shanshan by paying cash. In the process of promotion, combined with the actual situation of the external and the company, the company and the parties to the transaction further communicated on the transaction plan, but finally did not reach an agreement on the supplementary matters, the company decided to terminate the reorganization.
Transportation Machinery Group : Proposed acquisition of assets related to VLI's conveyor business
shipping machinery group (001288) announced on the evening of December 29 that the company recently signed a "binding quotation letter" with VLI CONVEYORS PTY LIMITED (hereinafter referred to as "VLI company") to set up an overseas wholly-owned sun company to acquire assets related to conveyor business held by VLI company, with the transaction consideration ranging from 7 million Australian dollars to 10 million Australian dollars. Through this acquisition, the company will have an integrated Australian business team, a mature management system, a sound business network and market channels, and take substantial steps in its business internationalization strategy.
[Refinancing]
yuneng holdings : the proposed increase in capital will not exceed 2 billion yuan
yuneng holding (001896) announced on the evening of December 29 that it plans to raise no more than 2 billion yuan for Puyang yuneng multi-energy complementary (wind, wind and fire storage) integration project (phase I), yuneng Linzhou 100MW wind power generation project, supplementary working capital and repayment of bank loans.
buke shares : the proposed additional capital raised shall not exceed 0.5 billion yuan
buke shares (688160) announced on the evening of December 29 that it plans to raise no more than 0.5 billion yuan for the construction project of intelligent manufacturing production base.
[Other]
Haiwang Bio :NEP018 was approved by FDA to enter human clinical trials
Haiwang Biology (000078) announced on the evening of December 29 that Haiwang Pharmaceutical Research Institute, a wholly-owned subsidiary of the company, recently received a written notice issued by the U.S. Food and Drug Administration ("FDA") to approve the new tumor vascular inhibitor NEP018 independently developed by Haiwang Pharmaceutical Research Institute and with independent intellectual property rights to carry out Phase I human clinical trials in the United States.
Wangfujing : Wangfujing Joy Shopping Center is open for business
wangfujing (600859) announced on the evening of December 29 that on December 30, 2023, the company's wangfujing joy shopping center opened for business. As of the date of the announcement, the company operates a total of 78 large-scale integrated retail stores nationwide.
Heyuan Gas : Yichang Industrial Park Project Phase II Electronic Grade Silane Project Enters Construction Phase
and far gas (002971) announced on the evening of December 29 that as of the announcement date, trichlorosilane and silicon tetrachloride, the products planned for the first phase of Yichang industrial park project, have been stably operated and sold, and electronic grade silane (5000t/a), silane coupling agent and fluorine-based electronic special gas are in the construction and installation stage. Recently, the wholly-owned subsidiary Heyuan New Materials and the Yichang Natural Resources and Planning Bureau signed the ''State-owned Construction Land Use Right Assignment Contract'', marking the official construction of the 15000t/a electronic-grade silane project in the second phase of the Yichang Industrial Park project Enter the construction stage.
Zijiang enterprise : plans to terminate the spin-off of Zijiang new materials to be listed on the gem and apply for listing on the new third board
Zijiang Enterprise (600210) On the evening of December 29, it announced that it intends to terminate the spin-off of its holding subsidiary Zijiang New Material to be listed on the GEM and apply for listing on the National SME Share Transfer System (New Third Board). Zijiang New Material is an independent business operation platform for Zijiang enterprises focusing on the research and development, production and sales of aluminum-plastic composite films for soft-pack lithium batteries.
North Motorcycle High Tech : The gambling agreement released by the media is not true
North Mo Gaoke (002985) on the evening of December 29 disclosed a clarification announcement on media reports, North Mo Gaoke and its actual controller Wang Shumin did not sign any gambling agreement with Yan Moon on the acquisition of a controlling stake in Beijing Beijing Hanyu Electronic Engineering Technology Co., Ltd. ("Beijing Hanyu") in September 2020. The performance commitment and compensation agreement (also known as the "gambling agreement") released by the media is not true. The company's information disclosure is legal and compliant, there is no information that should be disclosed but not disclosed, the production and operation of the company and its subsidiaries are normal, and the core team is stable.
Saiwei Electronics : The holding subsidiary MEMS-IMU passed the verification and started the trial production
saicico-electronics (300456) announced on the evening of December 29 that a MEMS (abbreviation of micro-electro-mechanical system, abbreviation of micro-electro-mechanical system)-IMU (abbreviation of micro-electro-mechanical system, abbreviation of micro-electro-mechanical system) manufactured by the company's controlling subsidiary Micro-Electro-Mechanical Measurement Beijing passed the customer's verification, and saicx Beijing received the purchase order issued by the customer, start small batch pilot production of the first MEMS-IMU8-inch wafers.
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