[Hotspot Focus]

silisi (601127.SH): sales of new energy vehicles in January increased by 654.1 year on year

silisi (601127.SH) announced the January production and sales express, with sales of 36,838 new energy vehicles, up 654.10 percent year-on-year, of which 31,017 cars were sold, up 590.80 percent year-on-year.

BYD (002594.SZ): January New Energy Vehicle Sales Total 201500

BYD (002594.SZ) announced the January 2024 production and sales express, this month's new energy vehicle sales totaled 201500, up 33.14 percent year-on-year. The company sold a total of 36,174 new energy passenger cars overseas in January 2024, and the total installed capacity of new energy vehicle power batteries and energy storage batteries in January 2024 was approximately 11.309GWh, and the total installed capacity in 2024 was approximately 11.309GWh.

baic blue valley (600733.SH): January sales of 1492 vehicles fell 29.79% year on year

baic blue valley (600733.SH) announced its subsidiary's January 2024 production and sales express, with sales of 1492 vehicles, down 29.79 percent from a year earlier.

xingyuan zhuomagnesium (301398.SZ): the total sales amount during the estimated life cycle after receiving the fixed-point notice of the customer project is about 0.25 billion yuan

xingyuan zhuo magnesium (301398.SZ) announced that the company recently received a project fixed-point notice from an auto parts manufacturer (limited to confidentiality requirements, unable to disclose its name, referred to as "customer"), the company will develop and supply magnesium alloy bracket products for the customer. According to the customer's plan, the project is expected to start mass production in January 2025, with a life cycle of 7 years, and the total sales amount during the life cycle is expected to be about 0.25 billion yuan.

feilong shares (002536.SZ): the expected sales revenue during the life cycle of a fixed-point letter of intent received from a new car-making force is about 0.6 billion yuan

Feilong shares (002536.SZ) announced that the company (hereinafter referred to as "the company") recently received a letter of intent from a new domestic car-making force (based on the confidentiality agreement between the two parties, it is inconvenient to disclose the specific name of the customer). According to the letter of intent, the company became a supplier of thermal management integration modules for a project of the customer. The estimated sales revenue during the life cycle is about 0.6 billion yuan.

[Investment project]

hengguang co., ltd. (301118.SZ): it is proposed to invest about 0.5 billion yuan in a project with an annual output of 270000 tons of green electrochemical materials

Hengguang Co., Ltd. (301118.SZ) announced that based on the company's development strategy and business development needs, Hunan Hengguang Technology Co., Ltd. held the 24th meeting of the fourth board of directors of the company on January 31, 2024 with 8 votes. The "Proposal on Investment and Construction of 270000 Tons of Green Electrochemical Materials Project" was reviewed and approved with 0 votes in favor, 0 votes against, and 0 abstentions. It is agreed that the company will invest in the construction of a green electrochemical material project with an annual output of 270000 tons in the Chemical Industry Park of Wanshan Economic Development Zone, Tongren City, Guizhou Province, with an estimated total investment of about 0.5 billion yuan. The company has signed the "New Energy Battery Material Supplement Chain Project Contract in Tongren City, Guizhou Province" with the People's Government of Wanshan District, Tongren City, on the above matters.

[Contract winning]

high tech of the university of technology (688367.SH): won the bid for the PC general contract for the renovation and upgrading project of 58 million yuan Chaka salt lake scenic spot

high tech of the university of technology (688367.SH) announced that the company received the "transaction notice" on January 31, 2024 on the "PC general contract for the renovation and upgrading project of the Chaka salt lake scenic spot of Qinghai Chaka salt lake cultural tourism development co., ltd." the winning amount of the project budget is RMB 58 million (including tax, the specific amount shall be subject to the settlement audit).

tianyi shares (300504.SZ): pre-selected 54.9537 million yuan China telecom 2023 household FTTR equipment centralized procurement project selection (second)

Tianyi shares (300504.SZ) announced that recently, the company received the "notice of selection", confirming that the company is one of the candidates for the selection (second time) of China Telecom's 2023 household FTTR equipment centralized procurement project, with an estimated winning amount of about 54.9537 million yuan (including tax).

shuangliang energy saving (600481.SH): subsidiary won the bid for 0.121 billion yuan photovoltaic module procurement project

Shuangliang Energy Saving (600481.SH) announced that Shuangliang Xinneng Technology (Baotou) Co., Ltd., a wholly-owned subsidiary of the company, received the "Letter of Acceptance" from Shenzhen Rendong Project Management Consulting Co., Ltd. on February 1, 2024, winning the bid for the purchase of photovoltaic modules for the 100MW Nongguang Complementary Power Generation Project in Meijiang District, Meizhou City, Guangdong Province. The estimated winning amount of the bid for this project is 0.121 billion yuan (subject to be the final contract amount is, it accounts for 0.84 of the company's audited operating income in 2022, which is expected to have a positive impact on the company's future operating results.

pingzhi information (300571.SZ): Shenzhen zhaoneng won the bid for the centralized procurement project selection of China telecom skywing gateway 4.0(2023-2025) (first time)

pingzhi information (300571.SZ) announced that recently, the external portal of China telecom sunshine procurement network released the "publicity of candidates selected for the centralized procurement project selection (first time) of China telecom skywing gateway 4.0(2023-2025)". Shenzhen zhaoneng communication technology co., ltd. (hereinafter referred to as "Shenzhen zhaoneng"), a subsidiary of Hangzhou pingzhi information technology co., ltd., ltd., ltd., ltd., is one. The total amount of the winning bid including tax is about RMB 0.109 billion yuan.

bosch (300422.SZ): won the bid for the construction project of Ximingjiang and Fenghuangjiang demonstration sections of about 0.344 billion yuan

bosch (300422.SZ) announced that recently, Anhui bosch environmental protection technology co., ltd. participated in the public bidding of the "Nanning city inland river black and smelly water treatment project PPP project-Ximingjiang and phoenix river demonstration section construction project" (hereinafter referred to as "Ximingjiang and phoenix river demonstration section construction project" or "this project"). On February 1, 2024, the National Public Resources Trading Platform (Guangxi-Nanning) released the "Nanning City Inland River Black Odor Water Treatment Project PPP Project-Ximingjiang, Phoenix River Demonstration Section Construction Project Bid Award Results Announcement", confirming that the company became the winning bidder for the project. The bid price is about 0.344 billion yuan.

[ Equity Acquisition]

ganeng shares (000899.SZ): ganeng wisdom plans to acquire 90% equity of Beijing hongyi and invest in the construction of xiushui dahushan wind farm project

Ganneng shares (000899.SZ) announced that in order to make new energy assets bigger, better and stronger, accelerate the company's energy structure adjustment and transformation development, and broaden the investment channels of new energy projects, the company's second interim board of directors in 2024 was deliberated on February 1, 2024, it is agreed that Jiangxi Ganneng Wisdom Energy Co., Ltd. (referred to as "Ganneng Wisdom"), a wholly-owned subsidiary of the company, will acquire 90% equity of Beijing Hony New Energy Co., Ltd. (referred to as "Beijing Hony") from Zhongke Guohong Energy Group Co., Ltd. (referred to as "Zhongke Guohong"), and the equity transaction price is RMB 0, undertake the total debt of 2.7321 million yuan assessed by Beijing Hony on the base date and the debt of 1.2656 million yuan by Beijing Hony's wholly-owned subsidiary xiushui county Hongye New Energy Technology Co., Ltd. (hereinafter referred to as "Xiushui Hongye") during the transition period, and undertake the investment and construction of the 60MW wind farm project in xiushui county Dahushan to which Xiushui Hongye belongs, with a total investment of about 0.492 billion yuan.

Hefei department store (000417.SZ): plans to invest 98.3731 million yuan to acquire 5% equity of golden sun

Hefei Department Store (000417.SZ) announced that in order to further accelerate the pace of the company's transformation and upgrading, actively explore diversified investment development paths, improve the company's investment income level, help the company implement strategic development, and create value for all shareholders, the company plans to invest 98.3731 million yuan to acquire a 5% stake in Hefei Golden Sun Energy Technology Co., Ltd. ("Golden Sun") held by Hefei Construction Investment Holdings (Group) Co., Ltd. ("Construction Investment Group"). Upon completion of the transaction, Golden Sun will become a participating company of the Company.

[ performance data ]

zhongnan media (601098.SH) performance express: net profit for 2023 was 1.8391 billion yuan, up 31.44 year on year

Zhongnan Media (601098.SH) announced its 2023 annual performance bulletin. During the reporting period, the company's main business grew steadily, achieving operating income of 13.62 billion billion yuan, an increase of 9.27 percent over the same period last year. Net profit attributable to shareholders of listed companies was 1.8391 billion billion yuan, an increase of 31.44 percent over the same period last year. Net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 1.543 billion yuan, an increase of 5.05 percent over the same period last year.

Shanghai electric power shares (002463.SZ) performance express: 2023 net profit of 1.513 billion yuan increased 11.09 year on year

Shanghai Electric Power Co., Ltd. (002463.SZ) announced its 2023 annual performance bulletin. In 2023, the company realized a total operating income of 8.938 billion yuan, up 7.23 percent from the same period last year. The total profit was 1.705 billion yuan, up 8.39 percent from the same period last year. Net profit attributable to shareholders of listed companies was 1.513 billion yuan, up 11.09 percent from the same period last year. Net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 1.407 billion yuan, up 11.27; basic earnings per share of 0.7944 yuan.

jingchen shares (688099.SH) performance express: 2023 net profit of 0.497 billion yuan, down 31.61

Jing ChenShares (688099.SH) announced the 2023 annual performance bulletin. During the reporting period, the total operating income was 5.367 billion yuan, down 3.20 percent from the same period last year; the net profit attributable to the owners of the parent company was 0.497 billion yuan, down 31.61 percent from the same period last year; and the net profit attributable to the owners of the parent company after deducting non-recurring gains and losses was 0.421 billion yuan, down 36.96 percent from the same period last year.

China Airlines Optoelectronics (002179.SZ) Performance Express: 2023 net profit of 3.341 billion yuan increased 22.93 year on year

AVIC Optoelectronics (002179.SZ) announced its 2023 annual performance bulletin. During the reporting period, the company realized a total operating income of 20.072 billion yuan, up 26.73 (after adjustment); the total profit was 3.734 billion yuan, up 22.27 (after adjustment); the net profit attributable to shareholders of listed companies was 3.341 billion yuan, up 22.93 (after adjustment); the net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was 3.239 billion yuan, yoY growth of 23.51 (adjusted); basic EPS of 1.6073 yuan.

sri new material (688102.SH) performance express: 2023 net profit of 0.101 billion yuan, up 30.07 year on year

sri new materials (688102.SH) announced its 2023 annual performance bulletin. during the reporting period, the company realized operating income of 1.175 billion billion yuan, up 18.24 percent from the same period last year. The total profit was 0.114 billion billion yuan, up 55.97 percent from the same period last year. Net profit attributable to owners of the parent company was 0.101 billion yuan, up 30.07 percent from the same period last year. Net profit attributable to owners of the parent company was 81.8267 million yuan, up 55.44.

[Repo]

dongfang guoxin (300166.SZ): plans to spend 0.1 billion yuan -0.2 billion yuan to buy back the company's shares

Dongfang Guoxin (300166.SZ) announced that the company intends to use its own funds to repurchase some of the company's issued RMB ordinary shares (A shares) through centralized bidding transactions to safeguard the company's value and shareholders' rights and interests. The total repurchase amount shall not be less than RMB 100 million yuan (inclusive) and not more than RMB 200 million yuan (inclusive). The repurchase price shall not exceed RMB 12/share (inclusive). According to the calculation of the lower limit of the total repurchase fund of RMB 100 million and the upper limit of the repurchase price of 12 yuan per share, it is estimated that the number of shares to be repurchased is about 8.3333 million, accounting for about 0.72 of the company's current total share capital; according to the upper limit of the total repurchase fund of RMB 200 million and the upper limit of the repurchase price of 12 yuan per share, it is estimated that the number of shares to be repurchased is about 16.6667 million, accounting for about 1.45 of the company's total share. The specific number of shares to be repurchased is based on the number of shares actually repurchased at the expiration of the repurchase period or at the completion of the repurchase implementation. The implementation period of the share repurchase shall be within 3 months from the date of consideration and approval of the share repurchase plan by the board of directors of the company.

mobile communication (603236.SH): to repurchase shares from 80 million yuan to 0.12 billion yuan

mobile communication (603236.SH) announced that the total amount of funds to be repurchased shall not be less than RMB 80 million yuan, not more than RMB 120 million yuan, and the repurchase price shall not exceed RMB 69.50 yuan/share.

juchen shares (688123.SH): plans to spend 50 million yuan to 0.1 billion yuan to buy back shares

Juchen shares (688123.SH) announced that the company intends to repurchase shares and reduce capital for cancellation by means of centralized bidding, with a total repurchase fund of RMB 50 million (inclusive) to RMB 100 million (inclusive); The repurchase price shall not exceed RMB 70 per share (inclusive).

anjie technology (002635.SZ): plans to spend 0.15 billion yuan -0.3 billion yuan to buy back the company's shares

Anjie Technology (002635.SZ) announced that the company intends to use its own funds to buy back some of the company's shares in a centralized bidding transaction, and the repurchased shares will be used for the employee stock ownership plan or equity incentive plan. The total amount of funds for this repurchase shall not be less than RMB 150 million (inclusive) and shall not exceed RMB 300 million (inclusive), and the repurchase price shall not exceed RMB 20 per share. According to the upper limit of the total repurchase funds of RMB 300 million yuan, the number of shares to be repurchased is expected to be about 15 million shares, accounting for about 2.23 of the company's current total share capital; according to the lower limit of the total repurchase amount of RMB 150 million yuan, the number of shares to be repurchased is expected to be about 7.5 million shares, accounting for about 1.12 of the company's current total share capital; the total amount of funds to be repurchased and the number of shares to be repurchased are based on the total amount of funds actually used to repurchase shares and the number of shares to be repurchased at the completion of the repurchase. The repurchase period shall be within 6 months from the date of consideration and approval of the repurchase plan by the board of directors of the company.

guangfeng technology (688007.SH): plans to spend 30 million yuan to 60 million yuan to buy back shares

Guangfeng Technology (688007.SH) announced that the shares to be repurchased by the company will be used for employee stock ownership plans or equity incentives at an appropriate time in the future; the total amount of repurchase funds shall not exceed RMB 60 million (inclusive) and not less than RMB 30 million (inclusive); the repurchase price shall not exceed RMB 27.00 per share (inclusive).

deeply convinced (300454.SZ): plans to spend 0.1 billion yuan -0.2 billion yuan to buy back the company's shares

Shen Convinced (300454.SZ) announced that the Company intends to use its own funds to repurchase some of the Company's public shares (hereinafter referred to as "the repurchase") by means of centralized bidding, and the repurchased shares will be used to implement the employee stock ownership plan or equity incentive plan. The total amount of repurchase funds shall not be less than RMB 0.1 billion yuan (inclusive) and shall not exceed RMB 0.2 billion yuan (inclusive). The price range of the repurchased shares shall not exceed RMB 100 per share (inclusive). According to the calculation of the lower limit of the total repurchase fund of RMB 0.1 billion yuan and the upper limit of the repurchase price of RMB 100 yuan/share, the number of shares to be repurchased is expected to be 1 million shares, accounting for 0.24 of the company's current total share capital (the company's current total share capital is 419,848,216 shares); According to the calculation of the upper limit of the total repurchase fund of RMB 0.2 billion yuan and the upper limit of the repurchase price of RMB 100 yuan/share, it is expected to be 2 million shares, accounting for 0.48. The implementation period of the repurchase of shares is within 12 months from the date of consideration and approval of the repurchase plan by the Board of Directors.

[increase or decrease]

haixiang pharmaceutical (002099.SZ): chairman Wang yangchao plans to increase shares of 10 million yuan -20 million yuan company

Haixiang Pharmaceutical (002099.SZ) announced that the chairman of the company, Mr. Wang Yangchao, intends to increase his holdings of the company's A shares by means of centralized bidding and block trading within 6 months from February 2, 2024, with a total increase of not less than RMB 10 million (including capital) and not more than RMB 20 million (including capital). This increase does not set a fixed price, price range.

Yunnan energy investment (002053.SZ): the controlling shareholder intends to increase its stake by not less than 0.1 billion yuan and has increased its stake by 3.0882 million shares

Yunnan Energy Investment (002053.SZ) announced that the company's controlling shareholder Yunnan Energy Investment Group Co., Ltd. (referred to as "Energy Investment Group") used its own funds to centralize through the Shenzhen Stock Exchange trading system on February 1, 2024. The bidding transaction method increased its holdings of 3.088176 million shares of the company, accounting for 0.3354 of the company's total share capital, and the increase was RMB 27.014103 million. Based on its confidence in the company's sustainable and stable development in the future and recognition of its long-term investment value, Neng Investment Group plans to continue to increase its holdings of the company's shares within 6 months from February 1, 2024 through the means permitted by the Shenzhen Stock Exchange (including but not limited to centralized bidding and block transactions), with a total increase of not less than RMB 0.1 billion (including the increase in holdings on February 1, 2024).

yifan medicine (002019.SZ): some directors, senior management and core personnel plan to increase their shares of 30 million yuan -50 million yuan company

Yifan Pharmaceutical (002019.SZ) announced that based on the company's confidence in the company's future sustainable and stable development and recognition of long-term investment value, a total of 220 directors, senior managers and core personnel of the company plan to be disclosed from the date of this announcement (inclusive) Within 6 months, with its own funds or self-raised funds through the trading system of the Shenzhen Stock Exchange through centralized bidding, block trading or other trading methods permitted by laws and regulations, the total amount of the increase will not be less than RMB 30 million (including the principal amount) and not more than RMB 50 million (including the principal amount).

[fixed increase]

andaville (300719.SZ): the proposed additional capital raised shall not exceed 0.71 billion yuan

Andaville (300719.SZ) announced that the total amount of funds raised by the proposed issuance of shares will not exceed RMB 0.71 billion. After deducting the issuance costs related to this issue, it will be used for aviation airborne equipment and aviation maintenance industry base projects, ground support equipment and compound material development industrialization projects, and supplementary working capital.

taisheng wind energy (300129.SZ): it is planned to raise no more than 1.2 billion yuan from the controlling shareholder

Taisheng wind energy (300129.SZ) announced the plan of issuing shares to specific objects in 2024. The number of shares issued by the company to specific objects this time is no more than 174,672,489 shares (including 174,672,489 shares), which does not exceed 30% of the total share capital of the company before the issuance. The price of this issue of shares to a specific target is 6.87 yuan/share. The issuance of shares to specific objects is aimed at Guangzhou Kaide, the controlling shareholder of the Company, and Guangzhou Kaide subscribes for all the shares issued to specific objects in cash. After deducting the amount of new and proposed financial investment of 14.9 million yuan in the six months prior to the announcement of the resolution of the board of directors, the total amount of funds raised by the company's issuance of shares to specific objects shall not exceed 1.2 billion yuan (including 1,199,999,999.43 yuan), and the net amount of funds raised after deducting the issuance expenses shall be used to supplement the working capital.