Topic: Trading Tips

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000801 Sichuan Jiuzhou

[Hot spot]

Lipert: No "controlled fusion" business involved in hand orders

Lipert (605167) issued a stock trading risk warning announcement on the evening of January 3, stating that the company does not involve "controllable nuclear fusion" business in its orders. The company has not yet confirmed TAMT.®Topart®The sales target of the series of SOOC products, this business has not yet brought business income to the company, and it is expected that this business will account for a small share of the company's business in the future and will not have a significant impact on the company's operating results.

Chang Guang Hua Xin: loss of change in fair value confirmed by overdue payment of trust products 48 million yuan

Changguang Huaxin (688048) announced on the evening of January 3 that the company purchased the trust wealth management product of Zhongrong International Trust Co., Ltd. on January 3, 2023, the product name is "Zhongrong-Longsheng No. 1 Collective Fund Trust Plan", the purchase amount is 60 million yuan, the expected annualized rate of return is 6.6, and the maturity date is December 27, 2023. In view of the significant financial difficulties of Zhongrong Trust, up to now, the above-mentioned trust products have been overdue and have not been paid, there is a risk that the principal and interest can not be fully paid, the company decided to confirm the loss of change in fair value of the above-mentioned trust products 48 million yuan.

[M & A]

Zhuzhou Metallurgical Group: termination of major asset restructuring

Zhuzhou Metallurgical Group (600961) announced on the evening of January 3 that the company planned to purchase 100 of its shares in Minmetals Copper (Hunan) Co., Ltd. from Hunan Shuigoushan Nonferrous Metals Group Co., Ltd. by paying cash. This transaction constitutes a major asset reorganization and a related party transaction. Based on the recent changes in the market environment and other factors, the company decided to terminate this major asset restructuring after careful study and consensus with the counterparty.

Pearl City Technology: Proposed acquisition of 53% stake in Aohua Intelligence to accelerate the layout of the automotive connector field

zhucheng technology (301280) announced on the evening of January 3 that in order to speed up the layout of the automotive connector field and promote the strategic development of the company's new energy vehicle business, the company signed a framework agreement with Huizhou aohua intelligent technology co., ltd. (hereinafter referred to as "aohua intelligent") and all its shareholders to acquire 53% equity of aohua intelligent through equity acquisition. The equity acquisition is still in the planning stage.

[Business Data]

China science and technology blue news: 2023 net profit increased by 70.34-84.53 year on year

zhongke lanxun (688332) disclosed its performance forecast on the evening of January 3. the company expects to realize operating income of 1.43 billion -1.45 billion yuan in 2023, up 32.42-34.27 year on year. Net profit was 0.24 billion -0.26 billion yuan, up 70.34-84.53 year on year. During the reporting period, the company continued to promote technological upgrading, optimize product structure, vigorously promote the application of Xunlong series in terminal brand products, and the proportion of sales continued to increase.

central control technology: net profit in 2023 increased by 25.32-44.12% year on year

central control technology (688777) disclosed its performance forecast on the evening of January 3. it is expected to realize operating income of 7.96 billion -9.28 billion yuan in 2023, up 20.17-40.1% year on year. Net profit was 1 billion -1.15 billion yuan, up 25.32-44.12% year on year. During the reporting period, the company's business grew steadily, overseas business achieved key breakthroughs in major customers, orders grew rapidly year-on-year, and oil and gas business and PLC business grew rapidly year-on-year. At the same time, new businesses such as smart laboratories, robots and smart mines accelerated their incubation and landing.

Jinshan office: net profit in 2023 increased by 10.55-22.19 year on year

Jinshan Office (688111) disclosed its performance forecast on the evening of January 3. The company expects to achieve operating income of 4.369 billion -4.795 billion yuan in 2023, an increase of 12.45-23.41 percent over the same period last year, and a net profit of 1.235 billion -1.366 billion yuan, an increase of 10.55-22.19 percent over the same period last year. During the reporting period, the company continued to maintain a stable operating situation, and the income of both institutional and individual subscription business increased, which offset the impact of the adjustment of institutional authorization business and Internet advertising business, and promoted the continuous growth of the company's overall performance.

SAIC: December 2023 car sales up 18.75 percent YoY

SAIC (600104) announced on the evening of January 3 that the company sold 637000 vehicles in December 2023, up 18.75 per cent from a year earlier, of which 219400 new energy vehicles were sold, up 53.16 per cent from a year earlier. In 2023, the cumulative sales of complete vehicles were 5.0209 million, a year-on-year decrease of 5.31. Among them, the cumulative sales of new energy vehicles were 1.1229 million, a year-on-year increase of 4.61.

Great Wall Motor: 1.2307 million vehicles sold in 2023 up 15.29 YoY

Great Wall Motor (601633) announced on the evening of January 3 that the company sold 112500 vehicles in December 2023, up 45.27 per cent from a year earlier, and 1.2307 million vehicles in 2023, up 15.29 per cent from a year earlier. Among them, 29900 new energy vehicles were sold in December 2023 and 262000 new energy vehicles were sold in 2023.

Beibu Gulf Port: Cumulative Cargo Throughput Up 10.81 Percent YoY in 2023

Beibu Gulf Port (000582) disclosed on the evening of January 3 that the cargo throughput in December 2023 was 28.1462 million tons, a year-on-year increase of 6.73; the cumulative cargo throughput in 2023 was 310.3978 million tons, a year-on-year increase of 10.81.

honglu steel structure: the amount of new sales contracts signed in 2023 increased by 18.25 year on year

Honglu steel structure (002541) announced on the evening of January 3 that the company signed a new sales contract of about 29.712 billion yuan in 2023, an increase of 18.25 percent over the same period last year, of which the new sales contract in the fourth quarter was about 6.791 billion yuan, all of which were material orders. The company produced about 4.488 million tons of steel structure products in 2023, 28.4 percent year-on-year, of which about 1.2559 million tons of steel structure products were produced in the fourth quarter of 2023.

Huaneng Hydropower: Completed Power Generation in 2023 Decreased by 4.04 YoY

Huaneng Hydropower (600025) announced on the evening of January 3 that the company completed 107.061 billion kilowatt-hours of power generation in 2023 (including the power generation data of Huaneng Sichuan Energy Development Co., Ltd., the same below), a decrease of 4.04 year-on-year, and 106.235 billion kilowatt-hours of power on the Internet, a decrease of 4.05 year-on-year.

[increase and decrease holdings & repurchase]

top group: the actual controller and the controlling shareholder plan to increase their shares by a total of 0.1 billion to 0.2 billion yuan

Top Group (601689) announced on the evening of January 3 that the company's chairman, actual controller Wu Jianshu, and controlling shareholder Maike International Holdings (Hong Kong) Co., Ltd., a wholly-owned subsidiary and concerted actor, Paishe Real Estate increased its holdings on the same day. Some of the company's shares, and plans to continue to increase their holdings within 6 months. The total amount of the increase in holdings is not less than 0.1 billion yuan and not more than 0.2 billion yuan (including the part that has been increased this time), and the price range of the proposed increase in shares is not higher than 90 yuan/share.

dabei nong: 1 million shares increased by vice chairman and his concerted action person

Dabeinong (002385) announced on the evening of January 3 that Zhang Lizhong, vice chairman of the company, and Wang Lina, who acted in concert with him, respectively increased their holdings of 500000 shares of the company through centralized bidding trading through the trading system of the Shenzhen Stock Exchange on January 2, totaling 1 million shares, accounting for 0.02 of the company's total share capital in the current period.

Guanglian Airlines: Director Chang Liang plans to increase his stake in the company by no less than 300000 shares

Guanglian Airlines (300900) announced on the evening of January 3 that Chang Liang, director and deputy general manager of the company, plans to increase his holdings of the company's shares within six months, with the number of shares increased by no less than 300000 shares. The increase plan does not set a price range.

Fluorite Network: Qinghe Investment Committed Not to Reduce Its Shares in the Company for 6 Months

fluorite network (688475) announced on the evening of January 3 that Hangzhou Qianmo Qinghe equity investment partnership (limited partnership) (hereinafter referred to as "Qinghe investment"), a 32% shareholder of the company, voluntarily promised not to transfer or reduce its shares in the company in any way within 6 months from the date of listing and circulation of the company's shares held before its initial public offering; within 36 months from the date of listing and circulation of the company's shares held before its initial public offering, it shall not reduce its holdings of the company's shares through centralized bidding.

qianhong pharmaceutical: plans to buy back the company's shares from 85 million yuan to 0.17 billion yuan

Qianhong Pharmaceutical (002550) announced on the evening of January 3 that the company intends to repurchase the company's shares from 85 million yuan to 0.17 billion yuan at a repurchase price of no more than 6.8 yuan per share (inclusive). The repurchased shares are intended to be used for equity Incentive or employee stock ownership plan.

[the winning contract]

golden pheasant shares: subsidiary signs 0.922 billion yuan AI computing service contract

golden pheasant shares (300798) announced on the evening of January 3 that yingzhi innovation, a wholly-owned subsidiary of the company, signed an "AI capability center computing service resource operation contract" with Shenzhen dixiyunlian technology co., ltd. (hereinafter referred to as "dixiyunlian") to provide computing services to dixiyunlian. Dianxiyun leases Yingzhi Innovation 2048P artificial intelligence computing service for 60 months with a total contract price including tax of 0.922 billion yuan.

otway: signed a total 0.21 billion yuan sales contract with trine light

Otvey (688516) announced on the evening of January 3 that the company signed a purchase contract with Trine Light Energy Co., Ltd. (hereinafter referred to as "Trine Light Energy") to sell about 0.097 billion yuan (including tax) of all-in-one welding equipment to the company; Wuxi Otvey Supply Chain Management Co., Ltd., a wholly-owned subsidiary of the company, signed a purchase contract with Trine Light's wholly-owned subsidiary, sell to the company about 0.113 billion yuan (tax included) for all-in-one equipment. The total contract amount signed by the company and its wholly-owned subsidiaries is about 0.21 billion yuan (including tax). The contract will have a positive impact on the company's operating results in 2024.

Nanwei software: won the bid of 0.156 billion yuan to improve the city safety information system project

Nanwei Software (603636) announced on the evening of January 3 that Fujian Public Resources Trading Electronic Public Service Platform announced the winning results of Quanzhou Municipal Public Security Bureau's project to improve and upgrade the urban safety information system (2023). The company was the winning bidder for the project, with a winning amount of 0.156 billion yuan and a construction period of 12 months.

huaqiang technology: signed 0.14 billion yuan sales contract related to special protection business

Huaqiang Technology (688151) On the evening of January 3, the company announced that it had signed a sales contract related to the business in the field of special protection with a contract amount of 0.14 billion yuan.

zhongding shares: get air suspension system product project designated book

zhongding shares (000887) announced on the evening of January 3 that Anhui anmeike, a Chinese subsidiary of AMK, a subsidiary of the company, recently received a notice from a customer that the company had become a batch supplier of air supply unit assembly products for the air suspension system of a new platform project of a domestic head-owned brand main engine factory. The life cycle of this project is 5 years, and the total life cycle is about 0.34 billion yuan.

high tech of the university of technology: jointly won the bid for the EPC project of 0.154 billion yuan scenic spot renovation and upgrading

high tech (688367) of the university of technology announced on the evening of January 3 that the company jointly won the bid for the EPC project of scenic spot renovation and upgrading of Qinghai Chaka salt lake cultural tourism development co., ltd. with a control price of 0.154 billion yuan (including tax). The company is responsible for the overall management, signal and electrical engineering of the winning project, and the final amount involved will be subject to the formally signed contract. The winning bid expands the application scenario of the company's ground industrial railway signal control and intelligent scheduling products.

China railway construction: recently won a total of 73.298 billion yuan of major projects

China railway construction (601186) announced on the evening of January 3 that the company had recently won a total of 73.298 billion yuan of major projects, accounting for 6.69 of the company's 2022 audited operating income.

[Other]

sanhua intelligent control: plans to invest no less than 5 billion yuan in future industrial center projects

Sanhua Zhikong (002050) announced on the evening of January 3 that the company and its holding subsidiary Xiantu Electronics signed the "Sanhua Zhikong Future Industrial Center Project Investment Agreement" with Hangzhou Qiantang New District Administrative Committee. The project consists of two sub-projects with a planned total investment of not less than 5 billion yuan. Among them, Xiantu Electronics plans to invest in the construction of Xiantu Intelligent Frequency Conversion Controller production base project in Qiantang District, with a planned total investment of not less than 1.2 billion yuan. The company plans to invest in the research and development and production base project of robot electromechanical actuator and domain controller in Qiantang District, with a planned total investment of not less than 3.8 billion yuan. The implementation of the agreement will help the company expand the scale of refrigeration and air conditioning electrical parts and auto parts business. At the same time, the company can quickly enter the robot market by using the advantages of existing resources and science and technology, which can realize the extension and expansion of the company's existing industrial chain.

Longhua new materials: 1.6 billion yuan to build high-performance modified polymer materials and other projects

Longhua New Materials (301149) announced on the evening of January 3 that the company intends to establish a wholly-owned subsidiary with a registered capital of not less than 0.3 billion yuan, and invest about 1.6 billion yuan in Lingang New Area of China (Shanghai) Pilot Free Trade Zone Investment in the construction of high-performance modified polymer materials projects and construction of polymer materials research and development centers. The project plans to build a production line with an annual output of 200000 tons of high-performance modified polymer materials, and build an integrated research and development and production base. In addition, the company plans to build a plant area public auxiliary project optimization and upgrading project in the Economic Development Zone of Gaoqing County, Zibo City, Shandong Province. The total investment of the project is about 0.15 billion yuan, and the construction period is from 2024 to 2025.

nanxing shares: no more than 1.3 billion yuan to invest in the construction of intelligent equipment production base project

nanxing shares (002757) announced on the evening of January 3 that the company plans to sign an investment agreement with houjie town government of dongguan city to invest in the construction of an intelligent equipment production base project, which will mainly manufacture intelligent edge banding machines, intelligent workstations in the workshop section, intelligent production lines and other household manufacturing high-end numerical control equipment. The total investment of the project is expected to not exceed 1.3 billion yuan.

Enjet shares: to adjust the U.S. lithium battery isolation film project

enjie shares (002812) announced on the evening of January 3 that in order to speed up the process of the company's lithium battery separator project in the United States, the project is to be adjusted as follows: the investment amount is adjusted from about us $0.916 billion to about us $0.276 billion, and the construction of a base film production line with an annual production capacity of 1 billion -1.2 billion square meters and supporting coating equipment is adjusted to the construction of 14 lithium battery coating separator production lines with an annual production capacity of 0.7 billion square meters.

Mindong Electric Power: signed a memorandum of cooperation with Three Gorges Fujian Energy Investment Company and Ningde Guotou

Mindong Electric Power (000993) announced on the evening of January 3 that in order to increase cooperation in high-quality clean energy projects in Ningde region, Yangtze River Three Gorges Group Fujian Energy Investment Co., Ltd. ("Three Gorges Fujian Energy Investment Company") and Ningde City State-owned Assets Investment Management Co., Ltd. ("Ningde State Investment") and Mindong Electric Power agreed to establish a long-term partnership and signed a memorandum of cooperation recently. Three Gorges Fujian Energy Investment Company actively promotes the optimization and integration of clean energy projects that have been put into operation in Ningde region, and gives priority to the cooperation with Ningde State Investment and Mindong Electric Power.

Nanjing chemical fiber: annual output of 40000 tons of lyocell fiber project to open up the whole production process

Nanjing chemical fiber (600889) announced on the evening of January 3 that the company's subsidiary Nanjing jinling bio-based fiber co., ltd. has recently opened up the whole production process and successfully produced the first batch of qualified products. Follow-up, the company will further accelerate the project to fully reach production standards.

Shenyang Chemical: Subsidiary Temporarily Shutdown Acrylic Acid and Ester Production Plant

Shenyang Chemical (000698) announced on the evening of January 3 that the company's subsidiary Shenyang Paraffin Chemical Co., Ltd. ("Shenyang Waxing") recently temporarily shut down acrylic acid and ester production plants. Shenyang Wax Chemical's shutdown of the acrylic acid and ester production plant is based on the principle of reducing the company's losses and improving its operating efficiency. It is a temporary shutdown. The production and operation of the relevant plant will be tested and evaluated subsequently and restarted at an appropriate time. The move is not expected to have a significant impact on the company's operations. After the temporary shutdown of the above-mentioned units, the production units of Shenyang Wax Chemical Plant are all shut down.

Guocheng Mining (rights protection): participating subsidiary Jinxin Mining obtained mining license (Golden Kirin analyst) certificate

Guocheng Mining (000688) announced on the evening of January 3 that it had received a notice from Jin Xin Mining, an important subsidiary (holding 48% of the shares). Jin Xin Mining has obtained a mining license with a production scale of 1 million tons/year issued by the Ministry of Natural Resources. The mining minerals are lithium, niobium, tantalum, beryllium and tin.