} ?>
[Hot spot]
* ST Tongda: suspension of trading verification has been completed and shares resumed on January 26
* ST Tongda (600647) announced on the evening of January 25 that the company recently checked the abnormal situation of stock trading. In view of the completion of the relevant verification work, upon application, the company's shares will resume trading from the opening of the market on January 26 (Friday). In addition to the disclosed matters, as of now, the company and the controlling shareholder Cinda Investment Co., Ltd. do not have any material information that should be disclosed.
general shares: subsidiary general rubber Thailand applies a final tax rate of 4.52%
General Motors (601500) announced on the evening of January 25 that the company recently learned of the final results of the first annual administrative review of the U.S. Department of Commerce's anti-dumping investigation on Thai passenger cars and light truck tires. Among them, the company's subsidiary General Rubber Thailand applies a final tax rate of 4.52%. The final tax rate for this review was significantly lower than the original tax rate, and the company's subsidiary General Rubber Thailand was adjusted from 17.06 percent to 4.52 percent. As an important overseas base of the company, the tax rate adjustment will help the company to further seize market share and enhance its competitiveness and profitability in the international market.
Renxin New Material: Company Passed BYD Supplier Site Audit
renxin new material (301395) announced on the evening of January 25 that the company recently received a notice to pass the "BYD supplier on-site audit report". the audit product is: plastic pellets, and the audit conclusion is: passed. The company's products are mainly used in new energy vehicle power system accessories. The company's on-site audit of BYD suppliers indicates that the company has the prerequisites to enter the BYD supply chain system, and also represents that the company's products have the performance and quality applied to the field of new energy vehicles.
Jiangsu Wuzhong: only has the right to sell AestheFill within a certain period of time in China
Jiangsu Wuzhong (600200) disclosed a stock trading change announcement on January 25, stating that the company's Sun Company Dinto Medical Devices (Shenzhen) Co., Ltd. is the AestheFill agent, and the company only has the AestheFill's sales agency within a certain period of time in China. Right, do not own the ownership and production rights of the product. The actual sales of the product after the market depends on the future marketing effect, there is uncertainty. Up to now, the company's main business has not changed, the core business is still the pharmaceutical manufacturing industry.
shengmei Shanghai: plans to raise no more than 4.5 billion yuan to invest in high-end semiconductor equipment iterative research and development projects
shengmei Shanghai (688082) announced on the evening of January 25 that the company plans to issue shares to specific targets to raise no more than 4.5 billion yuan, and plans to invest in research and development and process testing platform construction projects, high-end semiconductor equipment iterative research and development projects and supplementary working capital.
Blue Fan Medical: Subsidiary Blue Fan Baisheng intends to introduce strategic investors
Lanfan Medical (002382) announced on the evening of January 25 that Lanfan Baisheng, the company's cardiovascular and cerebrovascular business entity and wholly-owned subsidiary, plans to introduce strategic investors Capital Health Industry Fund, Linkong Private Equity Fund and Linqu County High-tech Industry Investment Co., Ltd. to increase capital and shares. Upon confirmation, investors plan to increase capital to Lanfan Baisheng by a total of 0.9 billion yuan in cash and subscribe for 18.37 shares after the capital increase transaction. After the completion of the capital increase, the company's shareholding in Lanfan Parson will be changed from 100 to 81.63, and Lanfan Parson will remain a controlling subsidiary of the company and will continue to be included in the scope of the company's consolidated statements.
[ M & A ]
shenghang shares: planning cash acquisition of 71.53 shares of haichanghua
Shenghang Co., Ltd. (001205) announced on the evening of January 25 that in order to enhance the company's market share and competitiveness in the domestic coastal inter-provincial hazardous chemical transportation market, the company intends to acquire natural persons Liang Dong and Zhao Yong in cash. 71.53 of the shares of Shenzhen Haichanghua Shipping Co., Ltd. ("Haichanghua") held by their related entities. The transaction is still in the preliminary planning stage, and the final transaction plan such as the final acquisition of Haichang Hua's equity ratio and transaction price still needs to be further negotiated and determined.
Tianneng shares: proposed to acquire 40% equity of Tianneng Shuai Fu, a holding subsidiary
tianneng shares (688819) announced on the evening of January 25 that the company plans to acquire 40% of the shares of the company's holding subsidiary tianneng shuaifu energy co., ltd. (tianneng shuaifu) held by Saft Groupe SAS (hereinafter referred to as "shuaifu") for 0.21 billion yuan equivalent in us dollars. After the acquisition, the company holds a total of 100 shares of Tianneng Shuai Fu. Based on the changes in the lithium-electric market, Tianneng shares strategically chose the energy storage business as the company's lithium-electric development direction, and formally established the energy storage division to undertake the company's energy storage system ecological development strategy. This change in the way of cooperation with Shuai Fude, the two sides reached a preliminary consensus on the future 2-3GWh annual procurement intention, which will have a positive impact on the company's energy storage business.
[Operating Performance ]
weifu high tech: net profit in 2023 increased by 1413-1623 year on year
weifu high tech (000581) released its performance forecast on the evening of January 25. it is estimated that the net profit attributable to its parent in 2023 will be 1.797 billion -2.047 billion yuan, up 1413-1623 year on year. In the same period last year, the special impact of the company's credit impairment loss of about 1.644 billion yuan due to "platform trade" fraud led to a significant decline in net profit in 2022. During the reporting period, the market share of the Company's core business products continued to grow and continued to maintain its leading position in the industry. Sales of common rail pump products have risen steadily; sales of four-cylinder supercharger products have reached a record high; gasoline supercharger products have achieved mass production of several domestic head passenger car customer projects; the market share of gasoline purifiers and diesel purifiers has steadily increased.
university education: net profit in 2023 increased by 1093.88-1415.3% year on year
Xueda Education (000526) released its performance forecast on the evening of January 25. It is estimated that the net profit in 2023 will be 0.13 billion -0.165 billion yuan, up 1093.88-1415.3 year on year. During the reporting period, with the gradual improvement of the business environment, the market demand for the company's personalized education business increased, which promoted the steady growth of the company's operating performance; at the same time, the company further promoted vocational education, cultural reading, medical education and health integration and other businesses to consolidate core competitiveness and enhance the company's sustainable profitability.
Jinghua New Material: 2023 Net Profit Up 759.8 to 897.37% YoY
Jinghua New Materials (603683) announced on the evening of January 25 that the company expects to achieve a net profit of 50 million yuan to 58 million yuan attributable to owners of the parent company in 2023, an increase of 759.8 to 897.37 percent over the same period last year. In 2023, the company's product structure was optimized and product sales increased; the application of power batteries and 3C products was greatly expanded, and the company's competitiveness was enhanced by close cooperation with end customers; the company continued to promote lean production and cost reduction and efficiency increase, product gross profit margin was improved to a certain extent, and profitability was significantly improved.
sansheng guojian: net profit in 2023 increased by 427.41 to 549.12% year on year
Sansheng Guojian (688336) announced on the evening of January 25 that the company expects the net profit attributable to the owners of the parent company to be 0.26 billion yuan to 0.32 billion yuan in 2023, an increase of 427.41 to 549.12 percent over the same period last year. The company expects its operating income to be 0.95 billion yuan to 1.05 billion yuan in 2023, up 15.08 to 27.2 from the same period of last year. The main reasons for the growth are: ① the steady growth of the company's main product etanercept; ② the sustained and rapid volume growth of Septin; ③ part of the authorized income of antibody tumor and ophthalmic pipeline in cooperation with Shenyang Sansheng Pharmaceutical Co., Ltd.
micro-conductivity nano: 2023 net profit pre-increased by 417.08 year-on-year
Microconductor Nano (688147) announced on the evening of January 25 that the company expects to achieve a net profit of about 0.28 billion yuan attributable to the owners of the parent company in 2023, an increase of 417.08 year-on-year. During the reporting period, the market scale of the company's downstream photovoltaic and semiconductor industries expanded, the company's business showed a good development trend, and its operating performance grew rapidly. The company expects that the impact of non-recurring gains and losses on net profit in 2023 will be approximately 80 million yuan, mainly for wealth management income and government subsidies received by the company.
jianlang hardware: net profit in 2023 increased by 388.11-418.61% year on year
Jianlang Hardware (002791) released its performance forecast on the evening of January 25. It is estimated that the net profit in 2023 will be 0.32 billion -0.34 billion yuan, up 388.11-418.61 year on year. In 2023, the company's overall production and operating conditions were good, and operating income increased by 2%-3% year-on-year; at the same time, the price of raw materials decreased to a certain extent compared with the same period last year, and the gross profit margin of products increased; the company's expenses during the period were simultaneously diluted.
wind: net profit in 2023 increased by 323.96 to 490.52% year on year
Fengyuzhu (603466) announced on the evening of January 25 that the company expects to realize net profit attributable to owners of the parent company of 0.28 billion yuan to 0.39 billion yuan in 2023, an increase of 323.96 to 490.52 percent over the same period last year. In 2023, the company implemented the national cultural digitization strategy, actively promoted project execution, and completed projects and operating income increased significantly. The total amount of new orders signed by the company is about 2.651 billion yuan, an increase of 1.066 billion yuan over the previous year. The growth of new orders drives the overall growth of the company's performance.
long source power: net profit in 2023 increased by 154.82-239.49 year on year
Changyuan Electric Power (000966) released a performance forecast on the evening of January 25. It is estimated that the net profit attributable to the parent in 2023 will be 0.313 billion -0.417 billion yuan, up 154.82-239.49 year on year. During the reporting period, the unit price of comprehensive standard coal for thermal power units decreased year-on-year, hydropower generation increased year-on-year, and new photovoltaic and wind power projects were put into operation to increase profits. The above reasons resulted in a year-on-year increase in the company's net profit.
direct technology: net profit in 2023 increased by 99.85-115.42% year on year
Zhizhen Technology (003007) announced on the evening of January 25 that the company expects to achieve a net profit of 77 million -83 million yuan attributable to owners of the parent company in 2023, an increase of 99.85-115.42 percent over the same period last year. During the reporting period, the company further focused on the construction of high-level self-intelligence network, strengthened technological innovation, dug deep into potential demand, improved customer satisfaction, and consolidated its position as a core supplier in China Mobile's OSS field. At the same time, some progress has been made in the development and marketing of new business products.
Samsung Healthcare: 2023 net profit up 94.07 to 108.84% YoY
Samsung Medical (601567) announced on the evening of January 25 that the company expects to achieve a net profit of 1.84 billion yuan to 1.98 billion yuan attributable to the owner of the parent company in 2023, an increase of 94.07 to 108.84 percent year-on-year. In addition, in order to meet the company's business development needs, the company's holding subsidiary Oaks Intelligent Technology and Ningbo Qianwan New District Management Committee signed an investment agreement.agreement, to build a new energy box substation and energy storage system equipment research and development and production project in Ningbo Qianwan New Area. The total planned land area of the project is 505 mu, which is divided into two phases. The total investment is expected to be 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.
Daotong Technology: net profit in 2023 increased 79% year-on-year
Daotong Technology (688208) announced on the evening of January 25 that the company expects to achieve a net profit of 0.183 billion yuan attributable to owners of the parent company in 2023, an increase of 79% year-on-year. In 2023, the company further consolidated its technical and market advantages in the field of global diagnosis and testing, and focused on the core business of new energy, and successively launched a variety of full-scene charging equipment such as DC fast charging piles and household commercial AC piles, realizing the double growth of traditional diagnostic business and new energy charging pile business.
Baida Seiko: 2023 net profit up 67.82 to 84.16% YoY
Baida Seiko (603331) announced on the evening of January 25 that the company expects to achieve a net profit of 0.113 billion yuan to 0.124 billion yuan attributable to owners of the parent company in 2023, an increase of 67.82 to 84.16 percent over the same period last year. In 2023, the growth of downstream market demand will drive the growth of orders for the company's main business of auto parts and compressor parts.
Wujin stainless: 2023 net profit increased by about 64.13 year on year
Wujin Stainless (603878) announced on the evening of January 25 that the company expects to achieve a net profit of about 0.353 billion yuan attributable to shareholders of listed companies in 2023, an increase of about 64.13 percent over the same period last year. In 2023, the company focused on the main business and focused on the mid-to-high-end stainless steel pipe market. The overall development of the main business was good, and the output and sales of main products increased year-on-year. The increased demand for the company's high-end products in the downstream market has further promoted the optimization process of the company's product structure, and the company's overall operating performance has achieved sustained and stable growth.
Shuangliang Energy Saving: 2023 Net Profit Up 54.81 to 69.45% YoY
Shuangliang Energy Saving (600481) announced on the evening of January 25 that the company expects to achieve a net profit of 1.48 billion yuan to 1.62 billion yuan attributable to shareholders of listed companies in 2023, an increase of 54.81 to 69.45 percent over the same period last year. In 2023, the company's energy-saving and water-saving equipment by the customer's demand for energy conservation and emission reduction driven by steady growth in sales, polysilicon reduction furnace and its skids and other new energy equipment orders continued to deliver. During the reporting period, there was a phased price recovery in the monocrystalline silicon market, the continuous optimization of the company's crystal pulling costs, and the increase in profits of monocrystalline silicon-related businesses led to an increase in profits.
qianhe flavor industry: net profit in 2023 increased 48% to 68% year on year
Qianhe Weiye (603027) announced on the evening of January 25 that the company is expected to achieve a net profit of 0.509 billion yuan to 0.578 billion yuan attributable to shareholders of listed companies in 2023, a year-on-year increase of 48% to 68%. During the reporting period, the purchase price of packaging materials decreased year-on-year, and the product transportation and miscellaneous fee rate decreased, resulting in an increase in gross profit margin; the expansion of sales scale and the increase in the input-output ratio of sales expenses led to an increase in net profit margin.
Shunlu Electronics: 2023 net profit increased 45%-70% year-on-year
shunluo electronics (002138) released its performance forecast on the evening of January 25. it is estimated that the net profit attributable to its parent in 2023 will be 0.628 billion -0.736 billion yuan, up 45%-70% year on year. During the reporting period, the new products developed by the company in the early stage were widely used in the market, and the net profit of the company's parent company increased rapidly compared with the same period of last year.
Kelai Electromechanical: 2023 Net Profit Up 42% to 52% YoY
Kelai Electromechanical (603960) announced on the evening of January 25 that the company expects to achieve a net profit of 91.4799 million yuan to 97.9221 million yuan attributable to the owner of the parent company in 2023, an increase of 42% to 52% year-on-year. In 2023, the auto parts business benefited from the improvement of the auto market, increased sales, and improved product revenue and gross profit margin. As a result, the company achieved higher growth in performance.
Shandong Publishing: 2023 Net Profit Up About 40.95% YoY
Shandong Publishing (601019) announced on the evening of January 25 that the company expects to achieve a net profit of about 2.369 billion yuan attributable to the owners of the parent company in 2023, an increase of about 40.95 percent over the same period last year. In 2023, the company focused on the development strategy, strengthen and optimize the main business, develop research travel, digital integration and other emerging business, publishing, distribution, research travel and other business income, profits achieved steady growth.
with force rising: 2023 net profit increased 40% to 60% year on year
Tongli Risheng (605286) announced on the evening of January 25 that the net profit attributable to the owner of the parent company is expected to reach 0.202 billion yuan to 0.231 billion yuan in 2023, up 40% to 60% year on year. In 2023, the purchase cost of stainless steel and carbon steel, the main raw materials of the elevator parts business, decreased year-on-year, and the comprehensive gross profit of the elevator parts business rebounded. The company's new energy business major projects have been promoted, some power station projects completed the transfer, scenic power station development and energy storage system integration business began to contribute revenue and profit, and the new energy business comprehensive gross margin is higher than the elevator components business.
feida environmental protection: net profit in 2023 increased by 38% to 64% year on year
Feida Environmental Protection (600526) announced on the evening of January 25 that the company expects to realize a net profit of 0.21 billion yuan to 0.25 billion yuan attributable to the owner of the parent company in 2023, an increase of 38% to 64% year-on-year.
China haicheng: net profit up 35.55-64.59% YoY in 2023
China Haicheng (002116) announced on the evening of January 25 that the total amount of new orders signed in the fourth quarter of 2023 was 2.371 billion yuan. As of the end of the fourth quarter of 2023, the company has signed a total of 118 unfinished general contracting projects, with an amount of about 6.718 billion yuan. China Haicheng also issued a earnings forecast, the expected 2023 net profit of 0.28 billion -0.34 billion yuan, an increase of 35.55-64.59 percent year-on-year.
Guangzhou-Shenzhen railway: pre-profit of 1.02 billion yuan to 1.12 billion yuan in 2023
Guangzhou-Shenzhen Railway (601333) announced on the evening of January 25 that the company expects to achieve a net profit of 1.02 billion to 1.12 billion yuan attributable to shareholders of listed companies in 2023, which will turn losses into profits compared with the same period last year. In 2023, with the continuous improvement of the business environment and the resumption of normal customs clearance at the port, the company's main passenger transport business achieved greater growth; at the same time, the company continued to strengthen budget management, actively reduce costs and increase efficiency, improve the efficiency of train responsibility, and improve the quality of operation.
Jiumuwang: 2023 pre-profit 0.19 billion yuan -0.245 billion yuan year-on-year loss
Jiumuwang (601566) announced on the evening of January 25 that the company is expected to achieve a net profit of 0.19 billion -0.245 billion yuan attributable to shareholders of listed companies in 2023, turning losses into profits year on year. During the reporting period, the consumer market demand gradually picked up, the company continued to deepen the "men's pants experts" strategic reform, around the product strength, brand strength, channel strength to carry out business activities, achieved certain results, the company's operating income, gross profit margin are steadily increased.
Red Dragonfly: Pre-profit 45 million yuan to 58.5 million yuan to Turnaround Year-on-Year in 2023
Red Dragonfly (603116) announced on the evening of January 25 that it is expected to realize a net profit of 45 million yuan to 58.5 million yuan attributable to the owner of the parent company in 2023, which will turn losses into profits. During the reporting period, the external environment improved and the repair of the mass social scene led to an increase in demand for social-related footwear. On this basis, on the one hand, the company's product structure is tilted from traditional business fashion leather shoes to younger, leisure and sports; on the other hand, the company uses digital tools to create explosive models to comprehensively improve design, commodity management and operational efficiency. In summary, the company's sales revenue and product gross margin have achieved growth.
keyuan wisdom: 2024 pre-profit 0.13 billion yuan -0.156 billion yuan year-on-year loss
Keyuan Wisdom (002380) released a performance forecast on the evening of January 25. It is estimated that the net profit attributable to the parent in 2024 will be 0.13 billion -0.156 billion yuan, a year-on-year turnaround. During the reporting period, the company actively disposed of the assets of the smart energy business sector, further focusing on industrial automation, information technology and intelligent main business, thanks to the downstream energy, chemical and other industries for the increasingly strong demand for independent control, the company's new orders and contract delivery have achieved good growth.
Tian an new material: 2023 pre-profit 0.11 billion yuan to 0.13 billion yuan year-on-year loss
Tianan Xincai (603725) announced on the evening of January 25 that it is expected to achieve a net profit of 0.11 billion yuan to 0.13 billion yuan attributable to shareholders of listed companies in 2023, which will turn losses into profits compared with the same period last year. During the reporting period, orders for building ceramic products increased, and operating income increased by about 21% year-on-year; operating income of automotive interior finishing materials increased by about 15% year-on-year, and gross profit margin increased by about 2% year-on-year; revenue of fireproof board products increased slightly, and gross profit margin The year-on-year increase was about 6%, mainly due to the increase in the proportion of domestic sales of high-margin products.
colorful chemistry: 2023 pre-profit 10 million yuan -14 million yuan year-on-year loss
colorful chemistry (300758) released its performance forecast on the evening of January 25, with a net profit of 10 million -14 million yuan expected to return to its mother in 2023, a year-on-year turnaround. During the reporting period, the company's main business market began to gradually pick up. The company further promoted lean management and production, and achieved the goal of reducing costs and increasing efficiency. At the same time, technological innovation and product application research and development have also achieved remarkable results, new material products have been effective.
Aipeng Medical: Pre-profit 8 million yuan in 2023-12 million yuan Turned Up Year on Year
Aipeng Medical (300753) released its performance forecast on the evening of January 25. It is estimated that the net profit attributable to the parent in 2023 will be 8 million -12 million yuan, a year-on-year turnaround. During the reporting period, the company's acute pain business gradually recovered with the external economic environment, the number of operations for hospitalized patients in China increased, and the operating income increased. With the recovery of the nasal cavity and upper airway management business, the offline business income rebounded. At the same time, the company has increased the promotion and layout of online e-commerce platform, new media, live broadcast and other related channels. Online business increased year on year and the overall profit turned from loss to profit.
Gravity Media: Pre-profit 45 million yuan to 60 million yuan to Turnaround Year-on-Year in 2023
Gravity Media (603598) announced on the evening of January 25 that the company expects to achieve a net profit of 45 million to 60 million yuan attributable to the owners of the parent company in 2023. Compared with the same period last year, it will turn losses into profits. During the reporting period, the company's operating income increased over the same period last year. At the same time, the company continued to optimize its business structure, social and e-commerce marketing business increased significantly, the comprehensive gross profit margin improved compared with the same period last year, and the overall profitability was effectively improved.
watson biology: net profit in 2023 is down 37%-45% year on year
Watson Biology (300142) released its performance forecast on the evening of January 25, with an estimated net profit of 0.4 billion -0.46 billion yuan in 2023, down 37%-45% year on year. At the end of 2023, the price of the Company's holdings of Jiahe Bio and Santo Pharmaceuticals fell sharply,At the same time, the valuation of other unlisted financial assets declined at the end of the period, resulting in a loss on changes in fair value of approximately $0.23 billion billion during the reporting period. Affected by factors such as the decline in the number of domestic newborns and intensified market competition, the company's 13-valent pneumococcal polysaccharide conjugate vaccine product sales decreased compared with the same period last year; at the same time, affected by the expansion of the age of the nine-valent human papillomavirus vaccine and the substantial increase in the number of imports, The company's bivalent human papillomavirus vaccine (Pichia) sales did not meet expectations.
yubang power: net profit in 2023 is expected to drop 48.27 to 58.36% year on year
Yubang Electric Power (688597) announced on the evening of January 25 that the company expects to achieve a net profit of 33 million yuan to 41 million yuan attributable to the owners of the parent company in 2023, a year-on-year decrease of 48.27 to 58.36. In the second batch of centralized bidding in 2022 and the first batch of centralized bidding in 2023, the company won the bid less than expected, and the revenue from intelligent power equipment from the national network decreased significantly compared with the same period last year. The gross profit margin of the new revenue is lower than that of the national network unified recruitment products, which is not enough to make up for the decrease in gross profit caused by the decline in revenue of intelligent power equipment.
New Point Software: 2023 Net Profit Decreased by 55.41 to 69.37% YoY
Xindian Software (688232) announced on the evening of January 25 that it is expected to realize net profit attributable to owners of the parent company of 0.176 billion yuan to 0.256 billion yuan in 2023, a year-on-year decrease of 55.41 to 69.37. Affected by the macroeconomic environment, the client's funds are relatively tight, and the overall project income does not meet expectations; the decrease in the number of bids opened on the bidding platform has also had a certain impact on operating income; in summary, the company's net profit has declined due to the failure of revenue to meet expectations.
Mobile Communication: Net Profit Expected to Decline About 86.36% YoY in 2023
mobile communication (603236) announced on the evening of January 25 that the company expects the net profit attributable to the owners of the parent company in 2023 to be about 85 million yuan, down about 86.36% compared with the same period last year (restated financial data). The company expects to achieve operating income of about 13.837 billion yuan in 2023, down about 2.76 percent year-on-year. Since the third quarter, the company's downstream demand in the Internet of Things industry has gradually picked up. The company has continued to develop vertical applications of the Internet of Things, driving the fourth quarter operating income to rise, with a month-on-month increase of about 12.02. In 2023, the operating income of the company's vehicle module, 5G module, intelligent module, ODM, short-range module, antenna, GNSS module and other businesses has shown a good growth trend, but due to research and development investment, the company's net profit in 2023 decreased year-on-year.
Weiyuan shares: 2023 net profit decreased by 83.55 to 85.2% year on year
Weiyuan shares (600955) announced on the evening of January 25 that the company expects to achieve a net profit of 90 million yuan to 0.1 billion yuan attributable to shareholders of listed companies in 2023, a year-on-year decrease of 83.55 to 85.2. During the reporting period, affected by changes in supply and demand in the macroeconomic and chemical markets, the sales prices of some of the company's products decreased compared with the same period last year, resulting in a year-on-year decline in the company's operating performance.
Fengshan Group: Pre-loss of 19.18 million yuan to 38.06 million yuan in 2023 turned into loss year on year
Fengshan Group (603810) announced on the evening of January 25 that the company expects to achieve a net profit loss of 19.18 million to 38.06 million yuan attributable to shareholders of listed companies in 2023. Compared with the same period last year, there will be a loss. In 2023, due to the downturn in the pesticide industry and weak demand from downstream customers, sales volume and sales volume decreased significantly. At the same time, the decline in product sales prices was higher than the decline in raw material prices, resulting in a larger decline in the company's product gross profit margin.
yihao new material: pre-loss of 27 million yuan -37 million yuan in 2023
yihao new materials (301176) released its performance forecast on the evening of January 25. it is estimated that the net profit of the parent company in 2023 will be 27 million -37 million yuan, a year-on-year loss. During the reporting period, the terminal demand of copper foil products continued to be weak, the sales price of the company's copper foil products decreased, and the sales volume and gross profit margin decreased year on year. Although the production and sales volume and sales revenue of the company's PCB business have increased significantly year-on-year, the capacity utilization rate is still low. At the same time, due to factors such as weak demand in the downstream industry and fierce competition in the industry, the PCB business is still in a state of loss, which affects the company's operating performance.
haic group: pre-loss of 55 million yuan to 69 million yuan in 2023
Haiqi Group (603069) announced on the evening of January 25 that the company's 2023 net profit loss attributable to the owner of the parent company is expected to be 55 million yuan to 69 million yuan, a year-on-year loss. During the reporting period, the traditional line passenger transport was strongly impacted, and the company's main business revenue and benefits were greatly affected. The company cultivated and developed new passenger transport services such as customized passenger transport, school bus services, urban and rural public transport integration, and commuter bus services. Although the car service business has achieved certain results, it has not yet formed economies of scale. In addition, the company's chairman Liu Hairong and director Wang Xiufen resigned due to job transfer, and the company's board of supervisors chairman Li Xuan and supervisor Wu Zhen Li resigned due to job transfer.
Shanghai beiling: pre-loss of 48 million yuan to 68 million yuan in 2023
Shanghai Beiling (600171) announced on the evening of January 25 that the company expects to realize a net profit loss of 48 million yuan to 68 million yuan attributable to the owner of the parent company in 2023, a year-on-year loss. During the reporting period, due to the overall impact of the-share semiconductor sector, the market price of Xinjieneng (605111) shares held by the company fell. During the reporting period, the fair value change loss of the financial asset was about 0.278 billion yuan. The fair value change profit and loss and investment income of the financial asset will decrease by about 0.333 billion yuan compared with the same period of last year, resulting in a net profit loss attributable to the parent. In addition, during the reporting period, the overall situation of the integrated circuit industry was in a downturn. During the industry cycle of destocking, the sales price and gross profit margin of products declined to varying degrees.
Shenzhou Cell: Pre-loss 0.38 billion yuan to 0.41 billion yuan Decrease Year-on-Year Loss in 2023
Shenzhou Cell (688520) announced on the evening of January 25 that the company expects to realize a net profit loss of 0.38 billion yuan to 0.41 billion yuan attributable to the owner of the parent company in 2023, which will reduce the loss by 0.11 billion yuan to 0.14 billion yuan compared with the same period last year.
Bayi steel: pre-loss in 2023 is about 1.121 billion yuan less than the same period last year
Bayi Iron and Steel (600581) announced on the evening of January 25 that the company expects a net profit loss of about 1.121 billion yuan attributable to the owners of the parent company in 2023, which is a reduction compared with the same period last year. In 2023, the steel industry as a whole showed strong supply and weak demand. The company continued to reduce costs and increase efficiency, and looked for differences in standards, ensuring the smooth and orderly progress of production and operation and various tasks. However, due to the double squeeze of insufficient downstream demand and the continuous high price of raw materials and fuels, the company's profit margin has narrowed and the scale of production capacity has not been fully effective, resulting in the company still experiencing losses.
Hehui Optoelectronics: loss of 3.245 billion yuan in 2023 increased year-on-year loss
Hehui Optoelectronics (688538) released a performance bulletin on the evening of January 25. In 2023, the company achieved total operating income of 3.038 billion yuan, a year-on-year decrease of 27.5; net profit attributable to the parent -3.245 billion yuan, an increase of 1.643 billion yuan from the same period last year. In 2023, the sales price of AMOLED semiconductor display panel industry products decreased significantly, the company's AMOLED semiconductor display panel product sales price reduction was higher than the cost reduction, sales gross profit decreased year-on-year, resulting in a year-on-year decline in the company's operating results in 2023. In the fourth quarter, the company achieved a month-on-month increase in total operating income, a month-on-month increase in gross profit margin, and net cash flow from operating activities turned from negative to positive in a single quarter, and operating performance showed a trend of stabilization and recovery.
[increase or decrease & repurchase ]
Ningbo founder: the actual controller plans to increase shares by 10 million yuan to 20 million yuan
Ningbo Founder (300998) announced on the evening of January 25 that Fang Yongjie, the company's controlling shareholder, actual controller, chairman and general manager, plans to increase his holdings based on his confidence in the company's future development prospects and recognition of the company's long-term investment value. The company's shares are not less than 10 million yuan and not more than 20 million yuan. The price of the shares to be increased is not less than 22 yuan/share and not more than 32 yuan/share.
Anjing Foods: Controlling shareholders promise not to reduce their shares in the company in the next 5 years
Anjing Food (603345) announced on the evening of January 25 that the controlling shareholder of the company, Guoli Minsheng, voluntarily promised not to reduce its shares in the company in any way within 5 years from the date of issuance of the notification letter, that is, within 60 months (from January 25, 2024 to January 24, 2029).
Wen tou holding: Xiamen trust huijin no 1667 plans to reduce the company's shares by no more than 1%
Wen tou holdings (600715) announced on the evening of January 25 that xiamen trust huijin 1667, a 9.16 per cent shareholder of the company, plans to reduce its shares by centralized bidding from February 26 to may 25 by no more than 18.5485 million shares and no more than 1% of the total share capital of the company due to its own capital needs.
sony finance: conch cement plans to reduce its stake in the company by no more than 1%
Xinli Finance (600318) announced on the evening of January 25 that in order to realize investment income, conch cement (600585), a 5.08 shareholder, plans to reduce its holdings of the company's shares by no more than 5.1272 million shares, I .e. no more than 1% of the company's total share capital, within 6 months after 15 trading days.
dongpeng beverage: junzheng investment plans to reduce the company's shares by no more than 3%
dongpeng beverage (605499) announced on the evening of January 25 that Tianjin junzheng venture capital partnership (limited partnership) (hereinafter referred to as "junzheng investment"), the second largest shareholder of the company, which holds 7.7085 of the shares, plans to reduce the total shares of the company by centralized bidding and bulk trading, I .e. no more than 12.0003 million shares, I .e. no more than 3% of the total share capital of the company.
yi delong: shareholders intend to reduce their shares of the company by no more than 1%
Yi Delong (603380) announced on the evening of January 25 that Wang Ming, a 15.73 per cent shareholder of the company, plans to reduce his holdings of no more than 1.6 million shares, that is, no more than 1 per cent of the total number of shares of the company, through centralized bidding.
green field machinery: shareholders intend to reduce the company's shares by no more than 1.625
Lvtian Machinery (605259) announced on the evening of January 25 that Shao Yutian, a 6.5 per cent shareholder of the company, intends to reduce his stake in the company by no more than 2.002 million shares, that is, no more than 1.625 per cent of the company's total share capital, through a block deal.
bomaike: shares to be repurchased from 40 million yuan to 80 million yuan
Bomaike (603727) announced on the evening of January 25 that the company intends to repurchase shares for equity incentive or employee stock ownership plan. The total amount of repurchase funds shall not be less than 40 million yuan, not more than 80 million yuan, and the repurchase price shall not exceed 11.7 yuan/share. In addition, the company expects the net profit loss attributable to the owner of the parent company to be 60 million yuan to 85 million yuan in 2023, and the net profit attributable to the parent company in the same period last year was 64.6173 million yuan. Orders for surviving projects were gradually delivered, while new orders were mostly placed in the third and fourth quarters of 2023, resulting in orders during the reporting period.Single workload recognition is less, operating income decreased year-on-year.
Kirin principal: to repurchase shares from 35 million yuan to 60 million yuan
Kirin Xin'an (688152) announced on the evening of January 25 that the company intends to repurchase shares to safeguard the company's value and shareholders' rights and interests. The total amount of funds for the repurchase of shares shall not be less than 35 million yuan, not more than 60 million yuan, and the price of the repurchase of shares shall not exceed 102.18 yuan/share.
Xin Peng Wei: to repurchase shares from 40 million yuan to 80 million yuan
Xinpengwei (688508) announced on the evening of January 25 that the company intends to repurchase shares for employee stock ownership plan or equity incentive. The total amount of repurchase funds shall not be less than 40 million yuan, not more than 80 million yuan, and the repurchase price shall not exceed 67.55 yuan/share.
cheng tianweiye: to repurchase shares from 15 million yuan to 30 million yuan
Chengtianweiye (300689) announced on the evening of January 25 that it intends to repurchase some of the company's shares through centralized bidding transactions for the later implementation of employee stock ownership plans or equity incentives. The repurchase price shall not exceed 25 yuan/share, and the total amount of funds for the repurchase of shares shall not be less than 15 million yuan and not more than 30 million yuan. Chengtian Weiye also announced that it expects a net profit of 16 million -20 million yuan in 2023, down 52.69-62.15 percent year-on-year. During the reporting period, the company's business integration generated employee economic compensation of about 5 million yuan; the company's higher value-added products such as financial IC card orders decreased year-on-year; the company's orders decreased year-on-year, and operating income decreased by about 30% year-on-year.
Jiemei Technology: plans to buy back the company's shares from 0.1 billion yuan to 0.2 billion yuan
Jiemei Technology (002859) announced on the evening of January 25 that the company intends to repurchase the company's shares through a centralized bidding transaction for equity incentives or employee stock ownership plans. The total amount of funds to be repurchased is not less than $0.1 billion and not more than $0.2 billion, and the price of the repurchased shares is not more than $34 per share.
[the winning contract]
dashi intelligence: winning the bid for 91.7068 million yuan smart transportation project
Dashi Intelligence (002421) announced on the evening of January 25 that the company won the bid for Shenzhen Urban Rail Transit Line 3 Phase IV Comprehensive Monitoring and MCC System Project with a bid amount of 91.7068 million yuan. Dashi Intelligence will provide the project with industrial control cloud NOCC Phase II line network cloud expansion, video cloud storage, production cloud line access system, big data system, integrated monitoring system, MCC system, yard intelligent system and other related services.
fangda group: the new signing order in the fourth quarter of 2023 is about 1.09 billion yuan
Fangda Group (000055) announced on the evening of January 25 that the company signed a new order of about 1.09 billion yuan for the high-end curtain wall and new materials industry in the fourth quarter of 2023. As of the end of 2023, the high-end curtain wall and new materials industry has signed a total of unfinished contracts (including contracts that have won the bid but not yet signed) of about 6.841 billion yuan, which is 2.37 times the company's curtain wall and new materials industry operating income in 2022.
Nandu Power Supply: China Tower Lithium Iron Phosphate Battery Products Centralized Bidding Project
Nandu Power Supply (300068) announced on the evening of January 25 that the company won the bid for the centralized bidding project of lithium iron phosphate battery products for standby power supply in 2023-2024 of China Tower, with the winning amount of about 0.403 billion yuan, accounting for 3.43 of the company's audited operating income in 2022.
Boji Medicine: Signed Clinical Trial Service Agreement with Weimu Biology
boji medicine (300404) announced on the evening of January 25 that the company signed a "clinical trial service agreement" with vigor biotechnology (Zhejiang) co., ltd. (hereinafter referred to as "vigor biology"). vigor biology entrusted boji medicine to provide "VVN001 eye drops" clinical trial contract researchers with a total contract amount of about 53.5713 million yuan (including tax) and to implement installment payment.
[Other]
fuyao glass: it is proposed to set up a subsidiary company in hefei, 5.75 billion yuan, to invest in automobile safety glass and other projects
Fuyao Glass (600660) announced on the evening of January 25 that the company plans to set up three wholly-owned subsidiaries Fuyao Glass (Hefei) Co., Ltd., Fuyao Glass (Hefei) Accessories Co., Ltd. and Hefei Fuyao Float Glass Co., Ltd. (tentative name) in Hefei, Anhui Province, it also invested 5.75 billion yuan in the construction of automobile safety glass project (OEM supporting market), automobile accessory glass project (ARG after-sales maintenance market) and high-quality float glass project, equipped with advanced modern production equipment, and finally formed an annual production scale of about 26.1 million square meters of automobile safety glass and two high-quality float glass production lines.
Cape Cloud: proposed joint venture to accelerate business layout in the frontier of artificial intelligence
kepuyun (688228) announced on the evening of January 25 that the company intends to jointly invest in the establishment of a joint venture with Chengdu huachuang kunhang technology partnership (limited partnership) (hereinafter referred to as "huachuang kunhang"). The registered capital of the joint venture company is 0.2 billion yuan, and Kaipuyun plans to contribute 0.12 billion yuan, accounting for 60%. The business direction of the joint venture company is to provide industry big model, artificial intelligence big model and computing power hardware and software integration products, artificial intelligence computing power operation service, artificial intelligence computing power optimization scheduling platform, artificial intelligence big model MaaS/SaaS service, etc. Huachuang is an employee shareholding platform introduced by the company to engage in artificial intelligence computing power, AI servers and other industries. This investment will help the company's "AI computing power, big model and smart application" strategy to accelerate the landing, accelerate the company's business layout in the forefront of the artificial intelligence industry.
panjiang shares: shanjiaoshu mine resumes production from January 25
Panjiang Co., Ltd. (600395) announced on the evening of January 25 that on September 24, 2023, a major accident occurred in the company's Shanjiao Tree Mine. After the accident, the Shanjiao Tree Mine was ordered to suspend production for rectification. On January 23, 2024, Shanjiushu Mine received the Notice of Panzhou Energy Bureau on Approving the Resuming of Shanjiushu Mine of Guizhou Panjiang Clean Coal Co., Ltd. After acceptance, Shanjiushu Mine has the conditions for resuming production and will retrieve the safety production license on January 24, 2024. The company's mountain foot tree mine has resumed production since January 25, 2024.
Plitt: subsidiary Haisida and Shaanxi Xinhua signed a framework cooperation agreement
Plitt (002324) announced on the evening of January 25 that Jiangsu Haisida Power Supply Co., Ltd. (hereinafter referred to as "Haisida"), a holding subsidiary, has recently negotiated with Shaanxi Xinhua Water Conservancy and Hydropower Investment Co., Ltd. (hereinafter referred to as "Shaanxi Xinhua") to carry out in-depth cooperation on the development of new energy industry, rural revitalization, energy technology innovation, investment and financing, the framework cooperation agreement was signed for the purpose of jointly building a new power system with new energy as the main body.
Haimo Technology: To set up a subsidiary to expand the field of new energy business collaboration
Haimo Technology (300084) announced on the evening of January 25 that in order to promote the diversified development of the company's business and expand the collaborative field of new energy business, the company plans to set up a wholly-owned subsidiary of Haimo New Journey Energy Technology (Beijing) Co., Ltd. in Beijing with 50 million yuan, whose business scope includes the manufacture of new energy motive equipment. Manufacturing of wind energy motive equipment; Research and development of emerging energy technologies; Sales of wind farm related equipment; Sales of equipment; Sales of equipment; Offshore wind power related equipment; energy storage technology services, etc.
Glimmer: Signed a Memorandum of Cooperation with Anglo American
Glimmer (002340) announced on the evening of January 25 that the Singapore branch of Anglo American Resources Group Co., Ltd., a wholly-owned subsidiary of Anglo American Resources Group, and Glimmer signed the "Memorandum of Understanding on Strengthening Cooperation in Research and Development of Nickel Products and Power Battery Material Processing Technology". Under the global ESG value framework, the parties collaborate on a range of environmental, social and governance, technology initiatives and business development solutions related to the responsible production and sourcing of nickel and other battery products, as well as the promotion and promotion of sustainable products and service offerings for global markets, customers and stakeholders, to advance the objectives of their sustainable mining initiatives and optimize the value of their ESG collaboration.
Ticker Name
Percentage Change
Inclusion Date