[Hotspot Focus]

Qingyuan shares (603628.SH): does not involve any BC battery business

qingyuan shares (603628.SH) announced the abnormal fluctuation announcement of stock trading. after the company's self-examination, as of the disclosure date of this announcement, the company does not involve any BC battery business. The company has not found other recent media reports and market rumors that may have a significant impact on the company's stock trading price, nor has it involved other hot market concepts.

Industrial Bank (601166.SH): The internal and external operating environment has not changed significantly, and there are no material matters that should be disclosed but not disclosed

Societe Generale Bank (601166.SH) announced the stock price fluctuations, the company is concerned about the Japanese company's A- share closing price limit on December 29, 2023, the stock price rose 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.

liding photoelectric (605118.SH): no related Ai Pin products

liding optoelectronics (605118.SH) announced the announcement of stock trading risk warning. the company recently responded to the issues of whether the companies concerned by investors involve Ai Pin, Huawei's auto-driving cooperation, lithography reflective lenses, vehicle-mounted and laser radar and other related products. the company now reminds investors again on the above issues:

1. the company has no relevant Ai Pin products; 2. the company has not cooperated with Huawei's automatic driving. 3. the company does not have reflective lens products for lithography machines; 4. the layout and progress of the company's on-board business have been disclosed in the company's 2021 annual report and 2022 annual report. in 2022, the company's on-board products will realize an operating income of 0.093 billion yuan, accounting for 15.93 of the main operating income in 2022, however, no statistics have been made on the revenue related to the in-vehicle business in 2023, and the detailed data is subject to the company's subsequent disclosure of the 2023 annual report; 5. The lens products involved in the in-vehicle lidar are still in the research and development stage and have not been mass produced, so there is uncertainty in the follow-up of the in-vehicle lidar business. Please pay attention to the investment risk, rational investment, the relevant information to the company in the designated information disclosure media release content.

ST Panda (600599.SH): Up to now, the company and its subsidiaries do not hold any equity in fireworks manufacturers

ST Panda (600599.SH) announced the abnormal fluctuation of stock trading. Up to now, the company and its subsidiaries do not hold any equity in fireworks and firecrackers production enterprises; nor do they hold shares in fireworks and firecrackers wholesale enterprises in Hunan Province except Jiangxi Panda Fireworks Co., Ltd. (hereinafter referred to as "Jiangxi Panda") and Hunan Panda Fireworks Trading Co., Ltd. (hereinafter referred to as "Hunan Panda").

[contracted items]

Shanghai silicon industry (688126.SH): it is planned to build a "300mm semiconductor silicon wafer pulling and cutting, grinding and polishing production base" in 9.1 billion yuan

Shanghai silicon industry (688126.SH) announced 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 this project is RMB 9.1 billion, and the final total investment shall be subject to the actual investment.

China Electric Power Construction (601669.SH): Subsidiary Company Plans to Build Yongjia Pumped Storage Power Station Project in Zhejiang Province with 8.038 billion Yuan

China Power Construction (601669.SH) announced that the company's board of directors agreed that the company's subsidiary, China Power Construction Group East China Survey and Design Institute Co., Ltd., will invest in the construction of Zhejiang Yongjia Pumped Storage Power Station project. The total investment of the project is about RMB 8.038 billion Yuan, the project capital is about RMB 1.604 billion Yuan.

China Electric Power Construction (601669.SH): Subsidiary Company Plans to Build Huangcheng Pumped Storage Power Station Project in Gansu Province with 11.349 billion Yuan

China Power Construction (601669.SH) announced that the company's board of directors agreed that the company's subsidiary, China Power Construction Power Investment Group Co., Ltd., will invest in the construction of the Huangcheng Pumped Storage Power Station project in Gansu Province. The total investment of the project is about RMB 11.349 billion. The capital is about RMB 2.27 billion.

rongsheng environmental protection (603165.SH): it is planned to build a new headquarters building and industrial paper tube project at least 0.21 billion yuan

Rongsheng Environmental Protection (603165.SH) announced that it plans to sign an Investment Agreement (New Headquarters Building, Industrial Paper Tube Project) with the Administrative Committee of Pinghu Economic and Technological Development Zone to invest in the construction of the new headquarters building and industrial paper tube project. The total planned investment of the project is not less than 0.21 billion yuan, of which the investment in fixed assets is about 0.18 billion yuan.

New headquarters building project: the new headquarters building will become the company's future manufacturing base in the Yangtze River Delta unified management and decision-making center and new research and development center, supporting aramid new material product performance testing and improved technology research and development base. Industrial paper tube project: using intelligent manufacturing technology, the purchase of base paper cutting machine, winding machine, dryer, paper tube slitting machine and other advanced equipment, after the completion of the project to form an annual output of 4 million meters of industrial paper tube production capacity.

sannuo biology (300298.SZ): plans to invest about 0.5 billion yuan in the construction of a global research and development center

Sannuo Biology (300298.SZ) announced that in order to meet the company's future sustainable development needs, further enhance the company's continuous R & D innovation capability and core competitiveness, and attract and stabilize outstanding scientific research talents, Sannuo Biosensing Co., Ltd. held the seventh meeting of the fifth board of directors and the seventh meeting of the fifth board of supervisors on December 29, 2023, To consider and pass the proposal on investment and construction of global R & D center, it is agreed that the company will invest in the construction of a global R & D center (hereinafter referred to as the "investment project"), with a total investment of about RMB 0.5 billion and an estimated construction period of 36 months. At the same time, the board of directors authorized the company's management to handle the relevant procedures of this investment project, including but not limited to the negotiation and signing of the construction contract, the handling of the property right certificate, and the appropriate adjustment of the investment progress and investment quota according to the actual progress of the project.

yantian port (000088.SZ): it is proposed to invest about 1.608 billion yuan in the automobile ro-ro terminal project of xiaomo international logistics port

Yantian Port (000088.SZ) announced that with the construction of BYD Auto Industrial Park Phase II in Shenzhen-Shantou Cooperation Zone, the demand for automobile waterway transportation in Xiaomo Port Area is gradually increasing. In order to better promote Xiaomo Port Area to build South China's foreign trade automobile ro-ro hub port, it is planned to invest in the construction of two 70000-ton multi-purpose berths (taking into account automobile ro-ro) on-ro-ro. After the completion of the project, the function will be adjusted with the east shoreline of the second jetty in the small desert port area. After the adjustment, the new wharf will take over the existing bulk cargo and container loading and unloading functions of the east shoreline. The project plans to build two 70000-ton multi-purpose berths on the south side of the planned second jetty in the small desert port area, with a total shoreline length of 530m and a width of 79m. At the same time, it plans to build corresponding supporting facilities such as water and land, with a total land area of 379000 m2 and a total project investment of about 1.608 billion yuan.

Daya holy image (000910.SZ): it is proposed to build a new project with an annual output of 120000 tons of aluminum strip with a thickness of less than 0.5mm and 40000 tons of battery foil in 2.14 billion yuan

Daya Sacred Elephant (000910.SZ) announced that in order to optimize the industrial layout, improve the comprehensive competitiveness of the market and realize the two-wheel drive development, Daya Sacred Elephant Home Co., Ltd. plans to invest in a new project with an annual output of 120000 tons of aluminum strip with a thickness of less than 0.5mm and 40000 tons of battery foil in Baise City, Guangxi Zhuang Autonomous Region, with a total investment of about 2.14 billion yuan (RMB, the same below), the construction period is 20 months. The project is funded by the company's own funds or self-financing.

Jiangshan shares (600389.SH): it is planned to invest 3.6 billion yuan to build Guizhou Jiangshan phosphorus chemical resources comprehensive utilization project

Jiangshan Co., Ltd. (600389.SH) announced that the company intends to invest in the construction of "Guizhou Jiangshan Phosphorus Chemical Resources Comprehensive Utilization Project" in the Fine Chemical Industry Park of Guizhou Weng'an Economic Development Zone, with its holding subsidiary Guizhou Jiangshan Crop Technology Co., Ltd. as the main body ". The total investment of the project is 3,613.8955 million yuan, and the construction contents are: 50000 tons/year flame retardant TEP, 30000 tons/year flame retardant BDP, 20000 tons/year flame retardant TOP, 100000 tons/year glyphosate and supporting facilities, etc.

[Contract winning]

beixin road and bridge (002307.SZ): beixin rongjian won the bid for the second phase construction project of zaoyang branch of Wushan county people's hospital in 0.13 billion yuan

Beixin Luqiao (002307.SZ) announced that the company recently received the "Letter of Acceptance" from Wushan County People's Hospital. According to the "Letter of Acceptance", the company's subsidiary Chongqing Beixin Rongjian Construction Engineering Co., Ltd. (referred to as "Beixin Rongjian") was determined to be the second phase construction project of the Zaoyang Branch of Wushan County People's Hospital (hereinafter referred to as "the project") The winning bidder. The winning amount is RMB 0.13 billion.

beixin road and bridge (002307.SZ): the consortium won the bid for the general contracting (EPC) of the construction project of Nanping weighbridge shelter relocation and resettlement site

Beixin Road and Bridge (002307.SZ) announced that the company recently received the "Letter of Acceptance" from Chongqing Xiangyuan Real Estate Co., Ltd. According to the "Notice of Winning Bid", the consortium formed by the company's subsidiary Chongqing Beixin Rongjian Construction Engineering Co., Ltd. (referred to as "Beixin Rongjian") and Chongqing Jusheng Architectural Design Co., Ltd. was determined to be the Nanping Weigangfang Avoidance The winning bidder for the relocation and resettlement site construction project (EPC)(hereinafter referred to as "the project"). Beixin Rongjian is responsible for the construction part of the project. The fixed rate of the project fee is 96.98, and the tentative project fee is RMB 0.189 billion.

Han Jianhe Mountain (603616.SH): the consortium won the 0.14 billion yuan project in advance

Han Jianhe Mountain (603616.SH) announced that the company and a third party Shanxi Water Construction and Management Co., Ltd. formed a consortium to participate in Wanjiazhai.The company is the leader of the consortium in bidding for the procurement of pipes (PCCP and accessories) for the Yellow River North Branch Project. On December 29, 2023, the public service platform for bidding in Shanxi province released the bid evaluation results publicized by the successful candidate for bid II for the procurement of pipes (PCCP and accessories) for wanjiazhai yellow diversion beigan branch line project. the consortium of Beijing hanjian heshan pipe co., ltd. and Shanxi shuijian pipe co., ltd. is the first successful candidate for bid II for the procurement of pipes (PCCP and accessories) for wanjiazhai yellow diversion beigan branch line project. the tender. the bid price is 140,938,158.00 yuan. the public announcement time: december 29, 2023 to January 2, 2024.

[ Equity Acquisition]

silisi (601127.SH): qingfeng technology plans to transfer 48.54% equity of jinkang power company with 0.625 billion yuan to waive the preemptive right

silisi (601127.SH) announced that the company recently received a notice from Chongqing qingfeng technology development co., ltd. (hereinafter referred to as "qingfeng technology" or "transferor"), a minority shareholder of Chongqing jinkang power new energy co., ltd. (hereinafter referred to as "jinkang power"), a holding subsidiary, that qingfeng technology intends to transfer its 48.54% equity of jinkang power to Chongqing science city operation group co., ltd. The transfer price of this part of the equity is about 0.625 billion yuan, which is determined by the transferor and the transferee through negotiation. The waiver of the Company's right of first refusal will not result in a change in the Company's shareholding in Jinkang Power and will not change the scope of the Company's consolidated financial statements.

yayun shares (603790.SH): plans to acquire 29% equity of Zhendong new materials for 69 million yuan to enhance the strength of auxiliary agent business

yayun shares (603790.SH) announced that in order to enhance the company's market competitiveness and enhance the company's auxiliary business strength, the company plans to purchase 29% of the shares held by zhendong technology (hereinafter referred to as "zhendong new materials" or "target company") with RMB 69 million. After the completion of the transaction, the company will hold 80% of the equity of the target company, Zhendong Technology will hold 20% of the equity of the target company, the target company will remain the company's holding subsidiary. The source of funds for this transaction is the company's own or self-financing funds, the transaction pricing is based on the asset assessment report determined by the two parties through consultation, and the two parties signed the Equity Transfer Agreement on December 28, 2023.

* ST sansheng (300282.SZ): plans to acquire 39% equity of tianxiong new material for 0.371 billion yuan

* ST sansheng (300282.SZ) announced that the company signed the "equity transfer agreement on malipo tianxiong new materials co., ltd." with Hunan dajia new materials technology co., ltd. (hereinafter referred to as "Hunan dajia") on December 24, 2023). the company plans to use cash 0.371 billion yuan to acquire 39% equity of malipo tianxiong new materials co., ltd. (hereinafter referred to as "tianxiong new materials" target company ") held by Hunan dajia, upon completion of the transaction, the Company will hold a 90% stake in Tianxiong New Material.

zhongyuan environmental protection (000544.SZ): plans to acquire 49% equity of development company for 13.6486 million yuan

Zhongyuan environmental protection (000544.SZ) announced that after friendly negotiation between the company and Henan Jiuzhou landscaping engineering co., ltd. (hereinafter referred to as "Jiuzhou garden"), Zhongyuan environmental protection acquired 49% equity of Zhongyuan environmental protection development co., ltd. (hereinafter referred to as "development company") held by Jiuzhou garden with its own funds. after the acquisition, the development company was changed from a controlling subsidiary to a wholly-owned subsidiary. After friendly negotiation between the two sides, the transfer price of 49% equity of the development company is 13.6486 million yuan.

[ fixed financing ]

hals (002615.SZ): it is proposed to raise no more than 0.8 billion yuan for the "hals future intellectual creation" construction project (phase I)

hals (002615.SZ) announced the plan for issuing a shares to specific objects in 2023. the number of shares to be issued to specific objects this time will be determined by dividing the total amount of funds raised from the shares issued to specific objects by the issue price, and will not exceed 30% of the total share capital of the company before the issue, I .e. no more than 139,942,899 shares (including the number). The total amount of funds to be raised in this issue is not more than 0.8 billion yuan (inclusive), which will be used for the "Hals Future Zhichuang" construction project (Phase I). According to the guidance of the regulatory authorities, as of the announcement date of this plan, the amount of supplementary working capital in the company's previous raised funds exceeds 30% of the total amount of the previous raised funds, and the company will reduce the excess from the total amount of funds raised this time.

jepter (688025.SH): it is planned to raise no more than 1.271 billion yuan to invest in laser expansion construction projects

jepter (688025.SH) announced the plan to issue shares to specific objects in 2023. the total amount of funds raised in this issue (including the issuance expenses) shall not exceed 1.271 billion yuan. after deducting the issuance expenses, the actual raised funds are to be invested in the following items: precision intelligent optical equipment production and construction projects, photovoltaic perovskite equipment expansion construction projects, headquarters and R & D center construction projects, laser expansion construction projects, overseas technical support and network construction projects and supplementary working capital.

buke shares (688160.SH): the proposed additional capital raised shall not exceed 0.5 billion yuan

buke shares (688160.SH) announced the plan to issue shares to specific objects in 2023. the total amount of funds raised from the issuance of a shares to specific objects this time shall not exceed 0.5 billion yuan (inclusive). the net amount of the total amount of funds raised after deducting the issuance expenses will be used for the construction project of intelligent manufacturing production base.

shuangliang energy saving (600481.SH): the proposed additional capital raised shall not exceed 2.56 billion yuan

Shuangliang Energy Saving (600481.SH) announced the plan to issue shares to specific objects in 2023. The total amount of funds raised for this issue to specific objects is expected to not exceed 2.56 billion yuan (including this amount). After deducting the issue expenses, all of them will be used for the following projects: 38GW large-size monocrystalline silicon crystal pulling project, 700 sets of green electricity intelligent hydrogen production equipment construction project with an annual output and supplementary working capital project.

yuneng holding (001896.SZ): it is proposed to raise no more than 2 billion yuan for Puyang yuneng multi-energy complementary (scenery and fire storage) integration project (phase I)

Yu Neng Holdings (001896.SZ) announced the plan to issue A shares to specific objects in 2023. The number of shares issued to specific objects this time is the total amount of funds raised divided by the issue price of shares issued to specific objects, and does not exceed 30% of the total share capital of the company before the issue, that is, no more than 457,734,399 shares (including 457,734,399 shares). The total amount of funds to be raised in this issuance is 2 billion yuan (inclusive), and the net amount of funds raised after deducting the issuance expenses is 1 billion yuan for Puyang Yuneng Multi-energy Complementary (Wind, Wind and Fire Storage) Integration Project (Phase I), 0.4 billion Yuan Yuneng Linzhou 100MW Wind Power Project, 0.6 billion Yuan to supplement working capital and repay bank loans.

[Repo]

Shandong road and bridge (000498.SZ): plans to spend 25 million yuan -50 million yuan to buy back the company's shares

Shandong Road and Bridge (000498.SZ) announced that the company intends to use its own funds to repurchase some of the company's public shares by means of centralized bidding transactions, the purpose of this repurchase of shares is to safeguard the value of the company and shareholders' rights and interests. The total amount of funds for this repurchase shall not be less than RMB 25 million (inclusive) and not more than RMB 50 million (inclusive), and the repurchase price shall not exceed RMB 8.63 per share (inclusive), which shall not be higher than 150 of the average stock trading price in the 30 trading days prior to the approval of the resolution on share repurchase by the board of directors of the company.

yishitong (688733.SH): to buy back shares of 5 million yuan -10 million yuan company

Yishitong (688733.SH) announced that the total amount of funds to be repurchased shall not be less than RMB 5 million yuan, not more than RMB 10 million yuan, and the repurchase price shall not exceed RMB 50.51 yuan per share.

guangwei compound material (300699.SZ): plans to spend 0.15 billion yuan -0.3 billion yuan to buy back the company's shares

Guangwei Fucai (300699.SZ) announced that the company intends to use its own funds to repurchase some of the company's shares by means of centralized bidding transaction (hereinafter referred to as "this repurchase"), and the total amount of repurchase funds shall not be less than 0.15 billion yuan and not more than 0.3 billion yuan. The price of the repurchased shares shall not exceed RMB 37.35 per share. The purpose of the repurchase of shares is intended to be used to safeguard the value of the company and shareholders' equity.

dongshan precision (002384.SZ): plans to spend 20 million yuan -30 million yuan to buy back the company's shares

Dongshan Precision (002384.SZ) announced that the company intends to use its own funds to repurchase the company's issued RMB common shares (A shares) through the Shenzhen Stock Exchange stock trading system through centralized bidding transactions. Used for employee stock ownership plan or equity incentive. The total amount of repurchase funds shall not be less than RMB 20 million (inclusive) and shall not exceed RMB 30 million (inclusive), and the repurchase price shall not exceed RMB 27.40 per share.

outstanding shares (688121.SH): to buy back shares of 80 million yuan -0.12 billion yuan company

Zhuo Ran shares (688121.SH) announced that the total amount of funds to be repurchased shall not be less than RMB 80 million yuan and shall not exceed RMB 120 million yuan, and the price of repurchased shares shall not exceed RMB 30.68 yuan per share.

[increase or decrease]

China power construction (601669.SH): the controlling shareholder has completed the implementation of the plan to increase its shareholding by 1.23

China Power Construction (601669.SH) announced that from September 27, 2023 to December 29, 2023, the controlling shareholder of China Power Construction Group increased its holdings of 212,567,937 A shares of the company through centralized bidding trading through the trading system of Shanghai Stock Exchange, accounting for about 1.23 of the total share capital of the company, with a total increase of about 1.122 billion yuan. This increase in the plan has been implemented.

lihe kechuang (002243.SZ): general industry group plans to increase its stake in 10 million -20 million yuan company

Lihe Kechuang (002243.SZ) announced, based on a review of Shenzhen Lihe Kechuang Co.Confidence in the future sustainable development prospects and recognition of the company's long-term investment value, the company's shareholder of more than 5% of the company's shares, Shenzhen Tongcheng Group Co., Ltd. (referred to as "Tongcheng Group"), intends to use self-owned or self-raised funds to increase the company's shares through centralized bidding transactions in the secondary market within 6 months from the date of disclosure of the announcement. The total amount of increased shares shall not be less than RMB 10 million and RMB 20 million.

[Other]

Guizhou maotai (600519.SH): expected 2023 net profit of about 73.5 billion yuan, up about 17.2

Guizhou maotai (600519.SH) announced that according to the company's preliminary accounting, in 2023, the company produced about 57200 tons of maotai base liquor and 42900 tons of series 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 listed companies will be about 73.5 billion yuan, the year-on-year growth was about 17.2 percent.

Ningbo port (601018.SH): it is estimated that the cumulative container throughput will be 43.16 million TEUs in 2023, up 6.0 year on year

Ningbo Port (601018.SH) announced that in December 2023, the company expects to complete a container throughput of 3.19 million TEUs, an increase of 17.9 percent over the same period last year, and a cargo throughput of 78.48 million tons, an increase of 3.8 percent over the same period last year. In 2023, the company expects to complete a cumulative container throughput of 43.16 million TEUs, an increase of 6.0 percent over the same period last year, and a cumulative cargo throughput of 1096.74 million tons, an increase of 5.1 percent over the same period last year.