[Hotspot Focus]

5 days 4 board medium vision media (600088.SH): there are no major matters that should be disclosed but not disclosed

China Television Media (600088.SH) announced the abnormal fluctuation of stock trading. The company's shares closed at the limit price four times within five trading days from January 19 to January 25, 2024, of which January 23, January 24 and January 25 closed at the limit price for three consecutive trading days. There were no major matters that should be disclosed but not disclosed by the company. According to the China Securities Regulatory Commission's industry P/E ratio released by China Securities Index Co., Ltd., the latest static P/E ratio of the company's radio, television, film and film recording production industry is 30.48 times. Please pay attention to the secondary market trading risk, rational decision-making, prudent investment.

First Securities (601136.SH): The company's static P/E ratio and P/E ratio are higher than the industry average

Beijing Capital Securities (601136.SH) announced that the deviation of the daily closing price increase of the company's stock on January 23, January 24, and January 25, 2024 for three consecutive trading days has exceeded 20%. According to the Shanghai The relevant provisions of the Trading Rules of the Stock Exchange belong to abnormal fluctuations in stock trading. As of January 24, 2024, according to the latest industry data published on the website of China Securities Index Co., Ltd., the average static P/E ratio of the company's industry classification capital market service industry is 20.94, the P/E ratio is 1.16, and the static P/E ratio of the company on the same day is 90.81, and the P/E ratio is 4.16. The company's static price-earnings ratio and price-to-book ratio are higher than the industry average. Investors are advised to pay attention to the secondary market trading risks, make rational decisions, and invest prudently.

3 even board Shanghai yilian (600836.SH): the company was in a state of operating loss in the first three quarters of 2023

Shanghai Yilian (600836.SH) announced the abnormal fluctuation of stock trading. The closing price of the company's stock increased by 27.81 for three consecutive trading days on January 23, January 24 and January 25, 2024. During the same period, the Shanghai Composite Index rose 5.43 percent, the Oriental Wealth Network Paper Printing Index (BK0470) rose 3.20 percent, the company's stock short-term gains are higher than the same period of the Shanghai Composite Index and the same industry gains, but the company's fundamentals have not changed significantly. At the same time, the company in the first three quarters of 2023 in a state of operating losses, please investors focus on related risks.

[contracted items]

Samsung medical (601567.SH): plans to invest 4 billion yuan in the research and development and production project of new energy box-type substation and energy storage system equipment

Samsung Medical (601567.SH) announced that the company's holding subsidiary Ningbo Oaks Intelligent Technology Co., Ltd. and Ningbo Qianwan New District Management Committee signed the "Oaks Intelligent Technology New Energy Box-type Substation and Energy Storage System Equipment R & D and Production Project" Investment Agreement ", plans to build a new energy box-type substation and energy storage system equipment R & D and production project in Ningbo Qianwan New District. The total planned land area of the project is 505 mu, which is divided into two phases. The first phase of the project is 269 mu with an investment of about 2 billion yuan; the second phase of the project is reserved for 236 mu of land. The specific investment will be determined by a separate agreement between the two parties. The estimated total investment amount is about 4 billion yuan. The first phase of the project is mainly for the new annual output of 16000 sets of new energy box substation project and annual output of 5GW new energy storage system equipment project.

[Contract winning]

nandu power supply (300068.SZ): won the bid for the centralized bidding project of lithium iron phosphate battery products for standby power supply in 2023-2024 of China iron tower in 0.403 billion yuan

Nandu Power Supply (300068.SZ) announced that the company recently received a bid-winning notice from the bidding agency China Communications Construction Group Co., Ltd. (hereinafter referred to as "China Communications"), confirming that the company is the winning bidder for the centralized bidding project of lithium iron phosphate battery products for standby power supply in 2023-2024 of China Tower, and the bid-winning amount (including tax) is about 0.403 billion yuan (the actual amount shall be subject to the subsequent implementation).

linyang energy (601222.SH): won the bid for the second batch of framework bidding project for metering products of 0.132 billion yuan China southern power grid company in 2023

linyang energy (601222.SH) announced that the company participated in the "2023 second batch of framework bidding projects for metering products of China southern power grid company (bidding number: CG2700022001626550)". on December 25, 2023, China southern power grid company announced the "2023 second batch of framework bidding projects for metering products of China southern power grid company". The company recently received the bid-winning notice from China Southern Power Grid Supply Chain Group Co., Ltd., the bidding agency of this time. The company became one of the winning bidders of the above project, winning a total of 5 packages, and the winning amount was about 131.9332 million yuan.

[ Equity Acquisition]

tianneng shares (688819.SH): it is proposed to transfer 40% equity of tianneng shuaifu to 0.21 billion yuan

Tianneng shares (688819.SH) announced that on January 24, 2024, the 14th meeting of the second board of directors of the company and the 12th meeting of the second board of supervisors of the company deliberated and passed the proposal on the acquisition of minority shares of the holding subsidiary Tianneng Shuaifu. On January 25, 2024, the company signed a "share transfer agreement" with shuaifu, and transferred 40% of the shares of tianneng shuaifu at the price of its own capital of 210 million yuan equivalent to us dollars. After the completion of the share transfer, Tianneng shares will directly hold 98.0369 of the shares of the target company, the company's wholly-owned subsidiary Zhejiang Changxing Tianneng Power Supply Co., Ltd. ("Tianneng Power Supply") holds 1.9631 of the shares of the target company, the company holds a total of 100 of the shares of the target company.

shenghang shares (001205.SZ): proposed to acquire 71.5342 per cent of haichanghua shares

Shenghang shares (001205.SZ) announced that the company intends to acquire in cash 71.5342 shares of Shenzhen Haichanghua Shipping Co., Ltd. (hereinafter referred to as "Haichanghua" or "target company") held by natural persons Liang Dong, Zhao Yong and their related entities. With the approval of the board of directors of the company, the company and natural persons Liang Dong and Zhao Yong reached a preliminary intention on the company's cash acquisition of 71.5342 of the shares of Haichang Hua held by natural persons Liang Dong, Zhao Yong and their related entities, and intends to sign the "Agreement on Intention to Purchase Equity of Shenzhen Haichang Hua Shipping Co., Ltd.".

[ performance data ]

Shuangliang Energy Saving (600481.SH): Expected net profit to increase 54.81 to 69.45 percent year-on-year in 2023

Shuangliang Energy Saving (600481.SH) announced that according to preliminary calculations by the company's financial department, it is estimated that the net profit attributable to shareholders of listed companies in 2023 will be 1,480 million yuan to 1620 million yuan, which will increase by 523.9753 million yuan to 663.9753 million yuan compared with the same period last year., An increase of 54.81 to 69.45 percent year-on-year. It is estimated that the net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses will be 1,320 million yuan to 1,470 million yuan in 2023. Compared with the same period last year, it will increase by 421.9799 million yuan to 571.9799 million yuan, a year-on-year increase of 46.99 to 63.69.

Shenzhen ruijie (300977.SZ): net profit in 2023 increased by 123.24-218.91

Shenzhen Ruijie (300977.SZ) announced its 2023 annual performance forecast. During the reporting period, the net profit attributable to shareholders of listed companies was 35 million -50 million yuan, an increase of 123.24-218.91 over the same period last year. Net profit after deducting non-recurring gains and losses is 2 million -17 million yuan.

weifu high tech (000581.SZ):2023 net profit pre-increased by 1413-1623

Weifu Hi-Tech (000581.SZ) announced its 2023 annual performance forecast. During the reporting period, the net profit attributable to shareholders of listed companies was 1797.17 million yuan -2047.17 million yuan, an increase of 1413-1623 over the same period last year; net profit after deducting non-recurring gains and losses was 1,592.99 million yuan -1842.99 million yuan, an increase of 1228-1436 over the same period last year; basic earnings per share were 1.64 yuan/share -1.90 yuan/share.

wind language building (603466.SH): net profit is expected to increase by 323.96 to 490.52% year on year in 2023

Fengyuzhu (603466.SH) announced that according to preliminary calculations by the company's financial department, it is estimated that the net profit attributable to the owner of the parent company will reach 0.28 billion yuan to 0.39 billion yuan in 2023. Compared with the same period last year (statutory disclosure data), it will increase by 0.214 billion yuan to 0.324 billion yuan, an increase of 323.96 to 490.52 percent year on year. It is estimated that the net profit after deducting non recurring profit and loss attributable to the owner of the parent company will be 0.206 billion yuan to 0.316 billion yuan in 2023, which will increase by 0.176 billion yuan to 0.286 billion yuan compared with the same period of last year (statutory disclosure data), with a year-on-year increase of 578.47% to 939.28%.

dima shares (600565.SH): pre-loss of 3 billion yuan -3.6 billion yuan in 2023

Dima shares (600565.SH) announced its 2023 annual performance pre-loss announcement. according to preliminary calculations by the financial department, it is estimated that the net profit attributable to shareholders of listed companies in 2023 will be -3,000 million yuan to -3,600 million yuan. It is estimated that the net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses will be -2,530 million yuan to -3,130 million yuan in 2023.

[Repo]

Kirin principal (688152.SH): plans to spend 35 million yuan -60 million yuan to buy back shares

Kirin Xin'an (688152.SH) announced that the Company intends to repurchase some of the Company's issued RMB ordinary shares (A shares) through a centralized bidding transaction, and the repurchased shares will be used to safeguard the value of the Company and shareholders' equity. The total amount of funds for the repurchase of shares shall not be less than RMB 35 million (inclusive) and shall not exceed RMB 60 million (inclusive). The price of the repurchased shares shall not exceed RMB 102.18 per share (inclusive).

zhongman oil (603619.SH): to buy back shares of 80 million yuan -0.16 billion yuan company

Zhongman Petroleum (603619.SH) announced that the total amount of funds to be repurchased shall not be less than RMB 80 million yuan, not more than RMB 160 million yuan, and the repurchase price shall not exceed RMB 27.57 yuan per share.

cheng tianweiye (300689.SZ): plans to spend 15 million yuan -30 million yuan to buy back the company's shares

Chengtianweiye (300689.SZ) announced that the company plans to use its own funds to buy back some of the company's shares through centralized bidding, with the total amount of repurchase funds not less than RMB 15 million yuan and not more than RMB 30 million yuan. The price of repurchased shares shall not exceed RMB 25.00 yuan/share; Repurchase period: the implementation period of repurchasing shares shall be within 12 months from the date when the board of directors deliberates and approves the share repurchase plan; the purpose of the repurchased shares is intended to be used for the later implementation of employee stock ownership plans or equity incentives; according to the upper limit of the repurchase amount does not exceed RMB 30 million and the upper limit of the repurchase price does not exceed RMB 25.00 per share, the number of repurchased shares is about 1.2 million shares, and the proportion of repurchased shares accounts for about 1.04 of the company's total share capital. According to the calculation that the lower limit of the repurchase amount is not less than RMB 15 million yuan and the upper limit of the repurchase price is not more than RMB 25.00 yuan per share, the number of shares repurchased is about 600000 shares, and the proportion of shares repurchased accounts for about 0.52 of the total share capital of the company.

jiemei technology (002859.SZ): plans to spend 0.1 billion yuan -0.2 billion yuan to buy back the company's shares

Jiemei Technology (002859.SZ) announced that the company intends to use its own funds to buy back the company's shares in a centralized bidding transaction. The type of shares to be repurchased is A- share shares issued by the company for equity incentives or employee stock ownership plans. The total amount of funds to be repurchased shall not be less than RMB 0.1 billion (inclusive) and shall not exceed RMB 0.2 billion (inclusive); the price of the repurchased shares shall not exceed RMB 34 per share (inclusive), and shall not exceed 150 of the average trading price of the Company's shares in the 30 trading days prior to the adoption of the resolution on share repurchase by the Board of Directors of the Company. Based on the upper limit of the total repurchase fund of RMB 0.2 billion yuan and the upper limit of the repurchase price of 34 yuan per share, it is estimated that the number of shares that can be repurchased is about 5,882,352 shares, accounting for about 1.36 of the company's total share capital (432,822,305 shares); according to the lower limit of the total repurchase amount RMB 0.1 billion yuan and the upper limit of the repurchase price of 34 yuan per share, it is estimated that the number of repurchased shares is about 2,941,176 shares, accounting for about 0.68 of the company's total share capital. The number of shares to be repurchased 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 7 months from the date of consideration and approval of the repurchase plan by the Board of Directors of the Company.

core pengwei (688508.SH): to buy back shares of 40 million yuan -80 million yuan company

xinpengwei (688508.SH) announced that the total amount of funds to be repurchased shall not be less than 40 million yuan, not more than 80 million yuan of shares of the company, and the repurchase price shall not exceed 67.55 yuan/share.

[increase or decrease]

Xiangyuan Wenlv (600576.SH): Yu Faxiang has increased its stake in 9.9972 million yuan Company

Xiangyuan Wenlu (600576.SH) announced that on January 25, 2024, Mr. Yu Faxiang increased his holdings of 1,443,600 shares of the company through centralized bidding through the Shanghai Stock Exchange system, accounting for about 0.135 of the company's total share capital. The increase amount is RMB 9.9972 million.

dongpeng beverage (605499.SH): junzheng investment plans to reduce its shares by no more than 3%

Dongpeng Beverage (605499.SH) announced that Junzheng Investment plans to reduce its holdings of the company's total shares by no more than 12.0003 million shares, that is, no more than 3% of the company's total share capital, due to its own capital needs.

Wen tou holding (600715.SH): Xiamen trust huijin no 1667 plans to reduce its shares by no more than 1%

Wentou Holdings (600715.SH) announced that due to its own capital needs, Xiamen Trust Huijin No. 1667 intends to reduce the company's shares by centralized bidding from February 26, 2024 to May 25, 2024. More than 18.5485 million shares, the reduction ratio does not exceed 1% of the company's total share capital.

Ningbo founder (300998.SZ): actual controller Fang Yongjie plans to increase shares of 10 million yuan -20 million yuan company

Ningbo Founder (300998.SZ) announced that Mr. Fang Yongjie, the controlling shareholder, actual controller, chairman and general manager of the company, based on his confidence in the company's future development prospects and recognition of the company's long-term investment value, plans to increase the company's shares through the methods permitted by the trading system of Shenzhen Stock Exchange (including but not limited to centralized bidding, block trading, etc.) within 6 months from the date of disclosure of this increase plan, the amount of the proposed increase in holdings shall not be less than RMB 10 million and not more than RMB 20 million, and the source of funds required for the increase shall be self-owned or self-raised funds. The price of the shares to be increased this time is not less than RMB 22.00 yuan/share and not more than RMB 32.00 yuan/share.

[Other]

shengmei Shanghai (688082.SH): the proposed additional capital raised shall not exceed 4.5 billion yuan

shengmei Shanghai (688082.SH) announced the plan to issue a shares to specific objects in 2024. the total amount of funds raised from the issuance of shares to specific objects this time does not exceed 4.5 billion yuan (inclusive). after deducting the issuance expenses, the net amount of funds raised is to be invested in the following projects: research and development and process testing platform construction project, high-end semiconductor equipment iterative research and development project and supplementary working capital.

Plitt (002324.SZ): Haisida and Shaanxi Xinhua Sign Framework Agreement

Plitt (002324.SZ) announced that Jiangsu Haisida Power Supply Co., Ltd. (hereinafter referred to as "Haisida" or "Party B"), a subsidiary of the company, has recently launched in-depth cooperation with Shaanxi Xinhua Water Conservancy and Hydropower Investment Co., Ltd. (hereinafter referred to as "Shaanxi Xinhua" or "Party A") on the development of new energy industry, rural revitalization, energy technology innovation, investment and financing, etc, the Framework Cooperation Agreement was signed for the purpose of jointly building a new power system with new energy as the main body.