[Highlights]

SFC: crack down on malicious short selling and other major illegal acts

According to the news of the China Securities Regulatory Commission on February 4, Yi Huiman, secretary of the party committee and chairman of the China Securities Regulatory Commission, presided over a party committee meeting to convey, study and implement the spirit of relevant meetings of the State Council, and deploy work to maintain the stability of the capital market. The meeting proposed that it is necessary to accelerate the investigation and visit of listed companies, effectively solve specific difficulties and problems, and increase support for high-quality listed companies. Strict entry of listed companies, increase de-listing efforts, and vigorously improve the quality of listed companies. It is necessary to thoroughly investigate clues of violations of laws and regulations, and severely crack down on major violations such as market manipulation, malicious short selling, insider trading, and fraudulent issuance in accordance with the law. We should encourage and support all kinds of investment institutions to increase the counter-cyclical layout and guide more medium-and long-term funds into the market. We must listen carefully to the voices of investors, respond to investors' concerns in a timely manner, and protect the legitimate rights and interests of investors.

Comments: The relevant measures recently introduced by the CSRC highlight the investor-oriented concept, reflect the 'political' and 'people' nature of the capital market, and fit the essence of the operation of the capital market. Vigorously promote the reform of the investment side, promote the improvement of the investability of listed companies, and increase the crackdown on financial fraud and other system design, will form a strong joint force of 'investor-oriented', and make every effort to maintain the smooth operation and normal function of the market.

the effect of the new policy on the supervision of margin trading business shows that the number of shares released by margin trading continues to decline

on January 28, the CSRC announced that it would further strengthen the supervision of securities lending business and completely suspend the lending of restricted shares, which will be implemented from January 29. Last week was the first week of the implementation of the new policy. According to the detailed data of China Securities Finance, in the five trading days of last week, the number of shares released by refinancing fell day by day, from nearly 0.2 billion shares on Monday to nearly 0.15 billion shares on Friday. Brokerage analysts believe that after the phased tightening of refinancing securities, the interest income of securities companies will decline slightly.

Comments: For regulatory policy adjustments, many brokerages responded in a timely manner. Some brokerages restrict the lending authority of customers' strategic placement of shares, and at the same time do a good job of informing customers, propaganda and other investment and education services. At present, the company's system has realized the function of prohibiting the lending of strategic placement shares. Some brokerages have adjusted their business systems and business contracts.

in January, more than 30 companies terminated IPO, the amount of funds to be raised fell sharply

with the end of January, the termination and meeting of the IPO in the first month of 2024 will also be announced. Wind data shows that in January this year, more than 30 companies on the Beijing-Shanghai-Shenzhen Stock Exchange terminated their IPOs, and only 13 IPO companies successfully passed the meeting.

comments: compared with the same period last year, both the number of meetings and the amount of funds to be raised have dropped significantly. many companies have been inquired by the exchange, but they still voluntarily applied to withdraw the IPO application materials.

The downgrade is officially on the ground, and the 1 trillion money is here! How the equity and debt housing market is going

On the 5th, the central bank's downgrade officially landed, providing the market with long-term liquidity of 1 trillion yuan. How does it affect the equity, debt and housing market? The so-called downgrade is to increase the funds that banks can freely use by reducing the ratio of reserves that financial institutions are required to pay to the central bank to their total deposits. The downgrade is the first time the central bank has cut the rate for the first time in the year, and it has expanded to 0.5 percentage points for the first time since April 2022, after four consecutive cuts of 0.25 percentage points.

Comment: The timing and scale of the downgrade exceeded market expectations, reflecting the central bank's clear support for the real economy repair target. The liquidity gap was large in January in an environment of seasonally elevated cash demand, and the liquidity environment is expected to improve further after the downgrade landed.

what signal? The debt base buys stocks, with the highest position increased from 0 to 38%...

the investment attractiveness of the stock after the sharp adjustment has aroused widespread interest in partial debt public offering products. the stock positions of debt-based products, which had been cautious about stock investment, hit a new low. now the sharp rebound in positions highlights the fund manager's optimism about the rebound space of equity assets. therefore, the stock positions of some partial debt funds have increased from 0 to 14% to 38%. It is worth mentioning that some of the debt base in 2013, 2019 to increase the position of stocks are due to the previous three years of decline, but also make the allocation of higher stock positions of the debt base at that time to obtain extremely dazzling annual results.

comments: a larger stock position increase will occur at the end of December 2023. according to the four seasons report of the above products, its stock position by the end of 2023 has increased significantly from 13.91 at the end of September to 38.38 at the end of December. the amazing stock position of the bond fund product is even very close to the positions of many partial stock products.

[industry hot spot]

the purchase of new year's goods is just when the supply and marketing of listed companies in the food industry chain are booming

the provisional regulations on carbon emission trading have been issued and will come into effect in may. these concept stocks are expected to benefit

many scenic spots official ticket-free listed travel enterprises actively prepare for the spring festival tourism peak

[Market review]

A shares: from January 29 to February 2, the-share market fluctuated and fell, and the Shanghai stock index recovered 2700 points. Data from Hualong Securities showed that as of Friday's close, the Prev closed at 2730.15 points, down 6.19 per cent on a weekly basis; the Shenzhen Composite Index closed at 8055.77 points, down 8.06 per cent on a weekly basis; and the gem closed at 1550.37 points, down 7.85 per cent on a weekly basis. The top gainers in the industry sector are banks, household appliances, coal, etc., and the top decliners are computers, light industry manufacturing, and environmental protection. Hualong Securities investment consultant Mai Hemuti Mucarefu said that the Shanghai stock index was five consecutive overcast, and it was once a hundred points long overcast on Friday, and it went out of a new low of 2666.33 points, and the moving average was once again short. There are only 4 trading days left before the Spring Festival. I believe the market will be relatively stable in the last week. At present, liquidity risk is gradually released, see more and move less, do not blindly chase up and down.

Hong Kong stocks: At the beginning of the year, the Hong Kong stock market correction, the information technology industry fell sharply, the expected rate of return significantly increased, resulting in a net inflow of domestic and foreign capital, information technology and other industries at the bottom of the consolidation stage. Looking ahead, steady growth policies have been introduced intensively to enhance economic growth prospects. Overseas, U.S. economic data showed resilience, inflation continued to ease, "soft landing" is expected to heat up, Hong Kong stock liquidity will improve slightly. The Hong Kong stock market is more likely to show a bottom-up trend. It is recommended to focus on dividend assets with low-risk characteristics of Hong Kong stocks, such as communications operators, energy and utilities.

U.S. stocks: U.S. stocks have continued to hit record highs in the past two weeks. In the fourth quarter of last year, Goldman Sachs gave the S & P 500 Index a target price of 5100 points for 2024, but now it seems to be within reach, and the Nasdaq 100 Index is also moving towards the 18000 point mark. The bright performance of the U.S. "technology seven giants" (Magnificent 7) undoubtedly injects a boost to U.S. stocks. So far, six of the "Big Seven in Technology" have announced their results for the fourth quarter of 2023. Except Tesla (TSLA), all stocks have exceeded the consensus sales expectation. Microsoft has become the darling of Wall Street because of the AI boom. Meta, which once halved its share price in 2022, has also recovered. The company with a market value of over one trillion US dollars also announced a buyback of 50 billion US dollars on Friday, with its share price soaring by more than 20% on that day.

European stocks: Germany's DAX30 index rose 0.34, Britain's FTSE 100 index fell 0.20, France's CAC 40 index rose 0.05, Europe's Stoxx 50 index rose 0.36, Spain's IBEX35 index rose 0.46, Italy's FTSE MIB index rose 0.11.

[Institutional Strategy]

Top 10 brokerage strategies: A- shares still need policy to boost market confidence or become the first choice

at present, the-share market is once again caught in the process of liquidity cycle chain negative feedback, which has little to do with domestic economic fundamentals and external geographical disturbances. the deterioration of trading ecology is the main reason. February is an important observation period to block negative feedback or continuous release of risks. strong external intervention or actual policy measures to reverse expectations are required to restore market confidence.

configuration, the current proposal to continue to focus on high-quality dividend blue chips. There is a class of "leveling" bottoming, institutional conservative transfer of positions and SASAC assessment reform catalyzed by the central enterprise dividend low wave and high dividend plate is the current most consensus main line. After the negative feedback blocking, it is recommended to continue to pay attention to the previous period because of the liquidity impact and the valuation of further significant downward revision of the technology, medicine, new energy sector in the performance of blue-chip varieties.

[Topic Company]

Three times! WuXi AppTec reiterated that it "will not pose a national security risk", and the Huabao Fund Medical ETF was accused of shorting

On the evening of February 4, WuXi AppTec emphasized in the announcement: The company firmly believes that WuXi AppTec has not posed a national security risk to any country in the past, present and future, and therefore should not be predefined in the draft. As a "biotechnology company of concern". According to reference news citing foreign media reports, a U.S. Senate assistant and three other sources recently stated that the bill will be postponed. The reporter inquired the official website of the US Congress and showed that the bill did not update the progress. Earlier, Chen Zhisheng, CEO of Yaoming Biology, responded to the public: This is only a proposal of a member of parliament, and it is a very small probability event to become a law.

Shaanxi coal industry "7 times in 8 years" regretted missing more than 200 public funds and now has a heavy position

Everything is a cycle. Long-term investment in the end how long? Recently, this has become a hot topic for many fund managers to reflect deeply. On February 1, 2024, the traditional sector represented Shaanxi Coal's highest price since its listing. So far, Shaanxi Coal Industry has increased more than 7 times in more than 8 years since 2016 (after the restoration of power, the highest price vs. the lowest price, the same below), and its performance is amazing. Over the same period, the new economy represents a significant lag in the cumulative gains of Tencent Holdings, but Tencent Holdings has also risen nearly six times in 2016-2021. In contrast, the choice of "new and old" undoubtedly makes fund managers difficult. Many fund managers dare to take a heavy position in Shaanxi coal industry before 2015, but in the homeopathic thinking of yearning for the "blooming flowers" of the new economy, they will "make a decision" on Shaanxi coal industry around 2015, leaving the bull stocks alone.

[New Stock Alert]

Year of the Rabbit, the last new stock!

according to the current IPO arrangement, only one new share will be applied for next week, which is Kent shares of gem on Thursday (February 8). Next week is the last week before the Spring Festival, and there is only one new share to be issued online, so Kent shares may be the last new share in the year of the Rabbit.

[Notice]

Suspension

603603 * ST Botian

Resuming

None

[Hot spot]

tongfang shares: indirect controlling shareholders and their concerted parties intend to increase their shares of the company by no more than 0.5 billion yuan

Tongfang shares (600100) announced on the evening of February 4 that the company's indirect controlling shareholder, China Nuclear Industry Group Co., Ltd. (hereinafter referred to as "CNNC") and its concerted actors plan to increase the company's shares in the next 12 months through the means permitted by the Shanghai Stock Exchange (including but not limited to centralized bidding transactions, block transactions, etc.), with an increase of no more than 0.5 billion yuan, and the number of additional shares does not exceed 2% of the total number of issued shares of the company.

cedar shares: shares to be repurchased between 0.25 billion yuan and 0.5 billion yuan

Shanshan shares (600884) announced on the evening of February 4 that the company intends to buy back shares at 0.25 billion yuan to 0.5 billion yuan at a repurchase price of no more than 18.60 yuan per share. The repurchased shares will be used for sale and the portion of the overdue sale will be written off in accordance with the law.

Sany Heavy Energy: Chairman Proposes to Increase the Repurchase Amount to 0.3 billion -0.5 billion Yuan

Sany Heavy Energy (688349) announced on the evening of February 4 that the company received a proposal from Chairman Zhou Fugui to increase the repurchase efforts on the basis of the original repurchase plan announcement, and increase the upper limit of the repurchase amount to 0.5 billion yuan, And not less than 0.3 billion yuan.

shuijingfang: chairman proposes to buy back shares at 0.075 billion -0.15 billion yuan

Shuijingfang (600779) announced on the evening of February 4 that Fan Xiangfu, chairman of the company, proposed that the company buy back shares at 0.075 billion -0.15 billion yuan for employee stock ownership plan or equity incentive.

Meili Cloud: Proposed termination of major asset restructuring

Meiliyun (000815) announced on the evening of February 4 that the company originally planned to purchase 100 of Tianjin Juyuan New Energy Technology Co., Ltd. held by Tianjin Lishen Battery Co., Ltd. through major asset replacement and issuance of shares to purchase assets.% Equity and 100% equity of Lishen Battery (Suzhou) Co., Ltd. at the same time plan to raise supporting funds. Based on the recent changes in the market environment and other factors, the parties to the transaction believe that it is uncertain to continue to promote this major asset restructuring at this stage. After careful study, the company and the parties to the transaction to negotiate the termination of this major asset restructuring matters.

WuXi AppTec: The company does not have a human genomics business and does not collect human genome data.

WuXi AppTec (603259) issued a further announcement on clarification on the evening of February 4. As a global company with operating bases in Asia, Europe and North America, WuXi AppTec provides a variety of integrated research and development and production services to empower the global pharmaceutical and medical industry. The company does not have a human genomics business, and the company does not collect human genome data. And the company is not affiliated with any government or its military organizations. The company firmly believes that WuXi AppTec has not, is not, and will not pose a national security risk to any country in the past, and therefore should not be predefined as a "biotechnology company of concern" in the draft ".

China Shenhua: Xinjie No.1 Well and Xinjie No.2 Well Mining License (Golden Kirin Analyst) Approved

China Shenhua (601088) announced on the evening of February 4 that according to the information of the Natural Resources Bureau of Ordos City, Inner Mongolia Autonomous Region, the company's Shenhua New Street Energy Co., Ltd. Xinjie Taigemao Mining Area Xinjie No.1 Well and Xinjie No.2 Well Mining License was approved. The production scale contained in the Xinjie No.1 well mining license is 8 million tons/year, and the valid period is 30 years (from February 1, 2024 to February 1, 2054); the production scale contained in the Xinjie No.2 well mining license is 8 million tons/year, and the valid period is 30 years (from February 1, 2024 to February 1, 2054).

Jindawe: Subsidiary to acquire 100 per cent of Activ for $17.2 million

jindawei (002626) announced on the evening of February 4 that DRB, the company's us subsidiary, plans to purchase its 100 per cent stake in Activ Nutritional,LLC (Activ) from Viactiv in cash for a consideration of about us $17.2 million. Activ main business Viactiv®Series of bone health, immune health and other dietary supplements chewable tablets and other products, Viactiv®With high loyalty and strong stickiness, it is a well-known brand of calcium chewable supplements in the United States.

[Increase repurchase]

jingyuan environmental protection: chairman proposes to buy back shares at 10 million -20 million yuan

Jingyuan Environmental Protection (688096) announced on the evening of February 4 that Li Wulin, the actual controller, chairman and general manager of the company, proposed that the company buy back shares at 10 million -20 million yuan for equity incentive or employee stock ownership plan.

tasteless food: proposed 0.2 billion yuan -0.3 billion yuan share buyback

Juewei Food (603517) announced on the evening of February 4 that the company intends to repurchase shares at 0.2 billion yuan to 0.3 billion yuan to reduce the company's registered capital, and the repurchase price will not exceed 35 yuan per share.

hengfeng tools: shares to be repurchased at 50 million to 0.1 billion yuan

Hengfeng Tools (300488) announced on the evening of February 4 that the company intends to repurchase shares at 50 million yuan to 0.1 billion yuan, which will be used for employee stock ownership plans or equity incentives, and the repurchase price will not exceed 36.09 yuan per share.

puyuan jingdian: proposed 30 million yuan -50 million yuan share buyback

Puyuan Jingdian (688337) announced on the evening of February 4 that the company intends to repurchase shares for 30 million -50 million yuan for equity incentive plans and transfer them within three years after the repurchase is completed. The price of the repurchased shares does not exceed $58 per share.

Nanwei Medicine: Proposed 20 million -40 million yuan Share Repurchase

Nanwei Medical (688029) announced on the evening of February 4 that the company intends to repurchase shares at 20 million -40 million yuan for employee stock ownership plans or equity incentives, and the repurchase price does not exceed 122.9 yuan per share.

keliyuan: some directors, supervisors and senior executives plan to increase their holdings of more than 1 million shares in the company

Ke Liyuan (600478) announced on the evening of February 4 that the company's chairman Zhang Judong and board secretary Zhang Fei increased their holdings of the company's shares through centralized bidding on February 2, 2024. Among them, Zhang Judong increased its holdings of 50000 shares of the company; Zhang Fei increased its holdings of 13300 shares of the company. A total of 12 directors, supervisors and senior managers of the company plan to increase their holdings of more than 1 million shares by means of centralized bidding within 3 months from February 2, 2024 (including the number of shares increased for the first time on February 2, 2024). This increase in the plan does not set a price range.

yahong medicine: chairman proposes to buy back shares at 50 million yuan -0.1 billion yuan

Yahong Pharmaceutical (688176) announced on the evening of February 4 that PAN KE, the controlling shareholder, actual controller and chairman of the company, proposed that the company buy back shares at 50 million -0.1 billion yuan for equity incentive and/or employee stock ownership plan. Yahong Pharmaceutical announced on the same day that Chairman PAN KE, Director, Secretary of the Board of Directors and Chief Financial Officer Yang Mingyuan plans to increase the company's shares within 6 months from February 5, 2024 through the methods permitted by the Shanghai Stock Exchange system (including but not limited to bidding transactions and block transactions, etc.), with a total increase of not less than 4 million yuan and not more than 8 million yuan.

obiguang: chairman proposes to buy back shares at 25 million yuan -50 million yuan

Obi Zhongguang (688322) announced on the evening of February 4 that Huang Yuanhao, the actual controller, chairman and general manager of the company, proposed that the company buy back shares at 25 million -50 million yuan for employee stock ownership plan or equity incentive, as well as for safeguarding the company's value and shareholders' rights and interests.

lianchuang photoelectric: shares to be repurchased by 50 million yuan -0.1 billion yuan

Lianchuang Optoelectronics (600363) announced on the evening of February 4 that the company intends to repurchase shares at 50 million -0.1 billion yuan for sale in accordance with relevant regulations. The repurchase price does not exceed $40 per share.

Zhongtai shares: shares to be repurchased at 50 million to 0.1 billion yuan

Zhongtai shares (300435) announced on the evening of February 4 that the company intends to repurchase shares at 50 million yuan to 0.1 billion yuan, which will be used to implement employee stock ownership plans or equity incentives, and the proposed repurchase price will not exceed 19.88 yuan per share.

taotao car industry: plans to buy back shares at 50 million yuan to 0.1 billion yuan

Taotao Auto Industry (301345) announced on the evening of February 4 that the company intends to repurchase shares at 50 million yuan to 0.1 billion yuan, which will be used for employee stock ownership plans or equity incentives, and the repurchase price will not exceed 87.35 yuan per share.

hongdou shares: the director and general manager plans to increase his shareholding by 5 million yuan to 10 million yuan

Hongdou shares (600400) announced on the evening of February 4 that Wang Changhui, director and general manager of the company, intends to increase his stake in the company at 5 million yuan to 10 million yuan. The shares to be increased this time do not set a fixed price, price range or cumulative decline ratio.

Zhongguancun: some directors and executives increased their holdings of 216600 shares

Zhongguancun (000931) announced on the evening of February 4 that the company's director and president Hou Zhanjun, vice president Li Bin, vice president and chief financial officer Song Xuewu, and vice president and secretary of the board of directors Huang Zhiyu increased their holdings of 216600 shares in the company on February 1, with a total increase of 994670 yuan.

yifei laser: proposed 60 million yuan -0.12 billion yuan share buyback

Yifei Laser (688646) announced on the evening of February 4 that the company intends to repurchase shares at 60 million yuan to 0.12 billion yuan for employee stock ownership plans or equity incentives, and the repurchase price does not exceed 48.75 yuan per share.

Changyang technology: chairman proposes to buy back shares at 50 million yuan -0.1 billion yuan

Changyang Technology (688299) announced on the evening of February 4 that Jin Yadong, chairman, controlling shareholder and actual controller of the company, proposed that the company buy back shares at 50 million -0.1 billion yuan for employee stock ownership plan or equity incentive. The price of the repurchased shares does not exceed $18 per share.

liangwei: chairman proposes to buy back shares at 60 million -0.12 billion yuan

Li Anwei (605358) announced on the evening of February 4 that Wang Minwen, the actual controller and chairman of the company, proposed that the company buy back shares at 60 million -0.12 billion yuan to reduce the registered capital. The repurchase price does not exceed $30 per share.

[Performance]

wufangzhai performance express: net profit increased by 23.1 year on year in 2023

wufangzhai (603237) On the evening of February 4, a performance bulletin was released. In 2023, it achieved operating income of 2.635 billion billion yuan, a year-on-year increase of 7.03; net profit of 0.169 billion billion yuan, a year-on-year increase of 23.1; basic earnings per share of 1.20 yuan.

hengfor science and technology performance express: 2023 net profit increased by 1.87 year on year

Hengwei Technology (603496) released a performance bulletin on the evening of February 4, achieving total operating income of 0.771 billion billion yuan in 2023, an increase of 0.12 percent over the same period last year; net profit of 77.6458 million billion yuan, an increase of 1.87 percent over the same period last year; and basic earnings per share of 0.25 yuan.

[Reduction]

changlian shares: jiarong investment plans to reduce its shares by no more than 3%

Changlian shares (603648) announced on the evening of February 4 that the shareholder Jiarong Investment Plan, which holds about 4.24 of the shares, will reduce its holdings of no more than 10.8724 million shares of the company, accounting for 3% of the total share capital of the company, within three months after the three trading days, that is, from February 19 to May 18, 2024, through centralized bidding and block trading.

[Business Data]

an kai bus: January bus sales of 385 vehicles increased by 253.21 year on year

an kai bus (000868) disclosed its production and sales in January on the evening of February 4. the output of buses in January was 554, up 823.33 per cent from a year earlier. Sales of 385 vehicles, up 253.21 per cent from a year earlier. In addition, the company received a national energy conservation and emission reduction subsidy of 21.86 million yuan from Hefei on February 4.

jiangling motors: January sales of 20899 vehicles up 70.88 year on year

jiangling motors (000550) announced on the evening of February 4 that it produced 21939 vehicles in January, up 101.28 percent from a year earlier. Sales of 20899 vehicles, up 70.88 percent from a year earlier.

Beibu Gulf Port: January Cargo Throughput Grows 8.45 Percent YoY

Beibu Gulf Port (000582) announced on the evening of February 4 that the cargo throughput in January was 25.833 million tons, up 8.45 percent from the same period last year. Among them, some containers 641900 standard containers, up 15.02 percent from the same period last year.

[Major investment]

Angel Yeast: The participating company plans to implement a green intelligent manufacturing project with an annual output of 30000 tons of synthetic biology PHA (Phase I)

Angel Yeast (600298) announced on the evening of February 4, in order to further promote the development of new bio-technology industry, accelerate the company's entry into synthetic biology and bio-based biodegradable materials industry new track. The company's shareholding company Hubei Weiqi Biotechnology Co., Ltd. plans to implement an annual output of 30000 tons of synthetic biological PHA green intelligent manufacturing project (Phase I), with a total investment of 0.25 billion yuan.

Berry Gene: to set up a joint venture to sell Fujian Industrial Park to it

Berry Gene (000710) announced on the evening of February 4 that Fuzhou Binhai Linkong Development and Construction Co., Ltd. plans to jointly invest 0.35 billion yuan with Fujian Berry, a wholly-owned subsidiary of the company, to establish a joint venture company, of which Fujian Berry has subscribed 0.1715 billion yuan, accounting for 49% of the registered capital. After the establishment of the joint venture company, it acquired all the rights and interests of "Fujian Berry and Kang Gene Technology Co., Ltd. Digital Life Industrial Park" (referred to as "Fujian Industrial Park") held by Fujian Berry through asset acquisition at a purchase price of 0.502 billion yuan. Through this transaction arrangement, it will help to revitalize the company's assets, improve the company's liquidity, focus on the main business, and enhance the company's ability to continue operations.

huakai yi bai: to invest 1.5 billion yuan in jianhua south headquarters

Hua Kai Yi Bai (300592) announced on the evening of February 4 that the company signed the "Zhongshan Cuiheng New District Project Investment Agreement" with Zhongshan Torch Development Zone Linhai Industrial Park Development Co., Ltd. on February 4. It plans to invest in Zhongshan Cuiheng New District to set up Zhongshan Project Company and purchase land use rights to build Hua Kai Yi Bai South China Headquarters. The proposed site for the investment project is located in Pingding District, Cuiheng Village, Cuiheng Village, Nanlang Street, Zhongshan City, Cuiheng New District, Zhongshan City.

[Contract winning]

shijing technology: jointly won the bid for the construction of ziyang new energy industrial park and other projects

shijing technology (301030) announced on the evening of February 4 that the consortium formed by the company, ziyang construction co., ltd. (consortium leader), China yizhi group co., ltd. and Shanghai electronic engineering design and research institute co., ltd. won the bid for ziyang new energy industrial park construction project in Chengdu-Chongqing Shuangcheng economic circle, ziyang renewable energy industrial park construction project in Chengdu-Chongqing Shuangcheng economic circle, ziyang agricultural high-Chongqing agricultural high-agricultural high-high-high tech demonstration industrial circle, with a winning amount of 4.03 billion yuan (including tax.

ping zhi information: pre-bid for the procurement project of computing power equipment of China mobile intelligent computing center (Nanjing)

pingzhi information (300571) announced on the evening of February 4 that the company is the successful candidate for the 2023 intelligent computing power project of China mobile intelligent computing center (Nanjing). the procurement content is artificial intelligence general computing equipment (training type), and the total amount including tax is about 95.7 million yuan.

Onlikon: Signed R & D Cooperation and Licensing Agreement with Affiliate

Anglikang (002940) announced on the evening of February 4 that the company and Shanghai Affiliate Biomedical Technology Co., Ltd. (hereinafter referred to as "Affiliate") signed the "R & D Cooperation and License Agreement of Strategic Cooperation Agreement". The two sides cooperated in the development of tumor microenvironment specific activation platform technology based on Affiliate. At the same time, Affiliate granted permission to Anglikang for its QHL-1618 drug molecules, onlikon is granted an exclusive, royalty-payable, non-transferable, multi-level license, and has exclusive rights and interests in the development, production and commercialization of drugs based on QHL-1618 drug molecules within the license area.

[Other]

Hengtong shares: the controlling shareholder voluntarily undertakes not to reduce the company's shares

Hengtong shares (603223) announced on the evening of February 4 that the company received a "letter of commitment not to reduce the company's shares during a specific period" issued by the controlling shareholder Nanshan Group, promising not to reduce its holdings of the company's shares through the secondary market or block trading within 6 months from February 4, 2024.

Feilixin: Change of Controlling Shareholder and Concerted Person

Feilixin (300287) announced on the evening of February 4 that Chen Hongshun, one of the former controlling shareholders and concerted actors of the company since its listing, reached an agreement with controlling shareholders Yang Zhenhua and Cao Xinjun on February 2 due to his 70-year-old age and health reasons. Chen Hongshun no longer maintained a concerted action relationship with Yang Zhenhua and Cao Xinjun and signed the Agreement on Dissolution of Concerted Action. On the same day, Yang Zhenhua and Cao Xinjun re-signed the Agreement on Concerted Action (202402 Edition), resulting in changes in the company's controlling shareholders and concerted actors. The actual controller of the company changed from February 2 to Yang Zhenhua and Cao Xinjun.

Nanshan Aluminum: Controlling shareholder voluntarily undertakes not to reduce company shares

Nanshan Aluminum (600219) announced on the evening of February 4 that the company received the "Letter of Commitment on Not Reducing the Company's Shares during a Specific Period" issued by the company's controlling shareholder Nanshan Group Co., Ltd. ("Nanshan Group"). Nanshan Group promised not to reduce its holdings of the company's shares through the secondary market or block transactions within 6 months from February 4, 2024.

Garden Biology: Subsidiary obtains new product approval and production license

Garden Biology (300401) announced on the evening of February 4 that Zhejiang Garden Nutrition Technology Co., Ltd., a wholly-owned subsidiary of the company, recently received approval documents for 8 new feed additive products (10 specifications) and feed additive production licenses issued by Zhejiang Agricultural and Rural Department.

Huiyu Pharmaceutical: Phase I Clinical Trial of Chemical Innovation Drug HYP-2090PTSA Capsule Completed First Subject Administration

Huiyu Pharmaceutical (688553) announced on the evening of February 4 that Sichuan Huiyu Haiyue Pharmaceutical Technology Co., Ltd., a wholly-owned subsidiary of the company, is carrying out Phase I clinical trials for the treatment of KRASG12C mutated advanced solid tumors (such as non-small cell lung cancer, colorectal cancer, pancreatic cancer, etc.) with the first class 1 chemical innovative drug HYP-2090PTSA capsule (project development code-named "HY-0002a.

Hengrui Pharmaceuticals: subsidiary drug injection SHR-A1811 to be included in the list of breakthrough treatment varieties

hengrui medicine (600276) announced on the evening of February 4 that recently, the injection SHR-A1811 of Suzhou shengdiya biopharmaceutical co., ltd., a subsidiary of the company, was proposed to be included in the public list of breakthrough treatment varieties by the drug evaluation center of the state drug administration, with a publicity period of 7 days. In addition, the company's injectable SHR-A1811 has four indications for breakthrough therapy recognition.

xuantai medicine: mesalazine enteric-coated sustained-release tablets obtained drug registration certificate

Xuantai Pharmaceutical (688247) announced on the evening of February 4 that the company received a notice from the State Food and Drug Administration that the mesalazine enteric-coated sustained-release tablets declared by the company have been officially approved. The drug is indicated for induction and maintenance of remission in adult patients with mildly to moderately active ulcerative colitis.

Zhongsheng Pharmaceutical: Subsidiary RAY1225 Injection Obtain Phase II Clinical Trial Ethical Review Approval

Zhongsheng Pharmaceutical (002317) announced on the evening of February 4 that recently, the phase II clinical trial of a class of innovative polypeptide drug RAY1225 injection independently developed by Guangdong Zhongsheng Ruichuang Biotechnology Co., Ltd., a subsidiary of the company, was used in patients with type 2 diabetes; the phase II clinical trial of RAY1225 injection for overweight/obese patients was approved by the head unit of Peking University People's Hospital and the co-head unit of Sun Yat-sen Memorial Hospital of Sun Yat-sen University.

Rendu Biology: Hepatitis C Virus Nucleic Acid Assay Kit Obtain Product Registration Certificate

Rendu Biology (688193) announced on the evening of February 4 that the company's new product hepatitis C virus nucleic acid assay kit (RNA capture probe method) obtained the product registration certificate.

yahuilong: three products obtained medical device registration certificate

yahuilong (688575) announced on the evening of February 4 that the company's products anti-zona pellucida IgG antibody detection kit (chemiluminescence method), anti-trophoblast IgG antibody detection kit (chemiluminescence method) and anti-ovary IgG antibody detection kit (chemiluminescence method) have recently received medical device registration certificates issued by Guangdong provincial food and drug administration.

Shanghai Yizhong: Construction Permit for Construction Project

Shanghai Yizhong (688091) announced on the evening of February 4 that the company recently obtained the "Construction Permit for Construction Project" issued by the Fengxian District Construction and Management Committee, marking the "annual output of 5 million paclitaxel polymers for injection" Micelles and supporting facilities construction "has entered the construction stage. The company has completed the relevant preparatory work before construction in the project construction area and will officially start the construction of the project.

Valin cable: obtained CNAS laboratory accreditation certificate

Valin Cable (001208) announced on the evening of February 4 that the company recently obtained the laboratory accreditation certificate of China National Accreditation Service for Conformity Assessment (CNAS).

Simi Media: remove Li Zimu from the positions of secretary to the board of directors and deputy general manager

Simei Media (002712) It was announced on the evening of February 4 that the company held the eleventh meeting of the sixth board of directors on February 4, 2024. The meeting reviewed and approved the "Proposal on Removal of Li Zimu from the Position of Secretary and Deputy General Manager of the Board of Directors". Li Zimu was removed from the positions of secretary and deputy general manager of the board of directors. After removal, Li Zimu will not hold other positions in the company. As of the disclosure date of the announcement, Li Zi Mu did not hold shares in the company.

Fuyuan Medicine: Fusidic Acid Cream Obtain Drug Registration Certificate

Fuyuan Pharmaceutical (601089) announced on the evening of February 4 that Fuyuan Pharmaceutical Co., Ltd., a wholly-owned subsidiary of the company, received the Drug Registration Certificate of Fusidic Acid Cream issued by the State Food and Drug Administration.