[Focus]

City Media (600229.SH): AIGC technologies and projects are in the development stage and have not yet directly generated revenue

City Media (600229.SH) announced that the company's stock closed with a cumulative deviation of more than 20% for three consecutive trading days on February 29, March 1, and March 4, 2024. The relevant provisions of the Exchange Trading Rules belong to abnormal stock trading fluctuations. The company has recently been concerned that some media and investors have listed the company as an AIGC concept stock, which is explained as follows: at present, the company's AIGC technology and projects are in the development and investment stage, the amount of investment is small, and has not yet directly generated revenue. Please the majority of investors rational investment, pay attention to investment risk.

Suzhou keda (603660.SH): there is an essential difference between the released KD-GPT big model and the Wensheng video class model

Suzhou Keda (603660.SH) announced that the company's current main business mainly focuses on the collection, analysis and application of audio and video, which is embodied in software and hardware products and industry application solutions such as video conferencing, security monitoring and converged communication, and is not a company specializing in the research and development of large model algorithms. The KD-GPT big model released by the company in 2023 is mainly used in the analysis and application of content such as pictures and videos, as well as industry-specific knowledge base construction and natural language processing, which is fundamentally different from the Wensheng video class model.

Sichuan Jinding (600678.SH): No revenue-generating hydrogen energy-related products

Sichuan Jinding (600678.SH) announced that since February 27, 2024, the company's stock has been up and down for five consecutive trading days. At present, the company's price earnings ratio (TTM) is 16,481.68, and the price to book ratio is 11.45, which are significantly higher than the industry average. The stock's trading price has increased by 64.15 from February 26 to March 4, 2024. There is a risk of a large short-term increase in share prices followed by a decline. To date, the Company does not have any revenue-generating hydrogen energy-related products.

[Investment project]

Voge Optoelectronics (603773.SH): The subsidiary intends to continue to invest in the construction of an annual output of 1 million square meters of chip board-level packaging carrier board project

woge photoelectric (603773.SH) announced that in view of the company's recent acquisition of 70% equity of hubei tong ge micro held by Hubei Tianmen high-tech investment and the completion of matters related to equity transfer and delivery, hubei tong ge micro has been changed from the company's shareholding company to a wholly-owned subsidiary of the company, which is the main body of implementation of the "annual output of 1 million square meters chip board-level packaging carrier board project, the total investment amount of the project is expected to be 1,215.6423 million yuan, including 860.2123 million yuan for construction investment and 355.43 million yuan for working capital. So far, the project has invested 117.8455 million yuan. The amount of subsequent investment required for the project is proposed to be 1,097.7968 million yuan. This project investment is based on TGV technology independently developed by the company. The technology focuses on the mass production application of glass-based in the fields of advanced semiconductor packaging carrier board and new generation semiconductor display by superimposing the company's technological and material development capabilities such as glass-based thinning, double-sided multilayer copper-plated circuit stacking, insulating film material and huge through-holes. At present, in the aspect of glass-based semiconductor advanced packaging carrier products, many projects of the company have been verified by customers and have the feasibility of mass production. In the aspect of new generation semiconductor display, with the breakthrough of TGV technology capability, the company and well-known domestic enterprises jointly released the world's first glass-based TGVMicroLED display screen. This product uses the glass-based TGV carrier board introduced by the company, which promotes the commercialization progress of MicroLED display, at present, the product has entered the stage of mass production promotion and application.

[Contract winning]

Pudong construction (600284.SH): winning the bid for a major project of 1.895 billion yuan

Pudong Construction (600284.SH) announced that recently, the company's subsidiaries Shanghai Pudong New Area Construction (Group) Co., Ltd., Shanghai Pudong Road and Bridge (Group) Co., Ltd. and Shanghai Nanhui Construction Engineering (Group) Co., Ltd. won the bid for a number of major projects, with a total bid amount of RMB 1.895 billion.

[

Equity Acquisition]

Changdian Technology (600584.SH): The acquirer intends to acquire 80% of Shengdi Semiconductor for US $0.624 billion

Changdian Technology (600584.SH) announced that on March 4, 2024, Changdian Management Company and SANDISK CHINA LIMITED (hereinafter referred to as "the seller") signed a legally binding "Equity Purchase Agreement", and Changdian Management Company plans to purchase 80% of the equity held by the seller in cash, the transaction consideration is based on the "Ya Ping Bao Zi (2024) No. 45" appraisal report issued by Beijing Asia Pacific Lianhua Asset Appraisal Co., Ltd., which shall be determined through consultation between the two parties to the transaction. The transaction consideration is approximately $624 million after full communication between the parties (the final price will be adjusted for the usual delivery of cash, liabilities and net working capital before and after delivery). After the completion of the transaction, the acquirer holds 80% of the equity interest in the subject company and the seller holds 20% of the equity interest in the subject company.

The target company was established in 2006 and is located in Minhang District, Shanghai. It is mainly engaged in the packaging and testing of advanced flash memory storage products. The product types mainly include iNAND flash memory modules, SD, MicroSD memory, etc. Products are widely used in mobile communications, industrial and Internet of Things, automotive, smart home and consumer terminals and other fields. Its factory is highly automated and has high production efficiency. It is a "lighthouse factory" that has won many awards in terms of quality, operation and sustainable development ".

Xiamen tungsten industry (600549.SH):CHIXIA Laos plans to acquire 90% equity of China investment (Laos) mining co., ltd. for us $18.963 million

Xiamen tungsten industry (600549.SH) announced that on March 4, 2024, the company's shareholding company Shanghai chijinxia tungsten metal resources co., ltd. (hereinafter referred to as "chijinxia tungsten") and its wholly-owned subsidiary CHIXIA Laos Holdings Limited (Chinese name: chixia Laos holding co., ltd, hereinafter referred to as "CHIXIA Laos") and China Investment (Real Estate) Co., Ltd. (hereinafter referred to as "CIC Real Estate") and its wholly-owned subsidiary China Investment Mining (Laos) Sole Co., Ltd (Chinese name: China Investment (Laos) Mining Wholly Owned Company Limited, hereinafter referred to as the "Target Company") signed the "Equity Transfer Agreement". CHIXIA Laos intends to acquire 90% of the target company held by CIC Real Estate in cash and debt, with a total transaction consideration of US $18.963 million (hereinafter referred to as "the transaction"), of which US $6.2765 million will be paid for the equity transfer and US $12.6865 million will be repaid to the target company's related party loans. Chijinxia Tungsten provides an irrevocable joint and several liability guarantee for the CHIXIALaos to fully perform its obligations and responsibilities under the Equity Transfer Agreement of this transaction.

[ performance data ]

Huitong Energy (600605.SH):2023 net profit of 56.454 million yuan, up 509.13 year on year. It is proposed to send 10 6 yuan

Huitong Energy (600605.SH) announced its 2023 annual report. During the reporting period, it achieved operating income of 0.13 billion billion yuan, an increase of 19.82 percent over the same period last year; net profit attributable to shareholders of listed companies was 56.454 million billion yuan, an increase of 509.13 percent over the same period last year; net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 11.5119 million yuan, an increase of 36.01 percent over the same period last year; and basic earnings per share was 0.274 yuan. It is proposed to pay a cash dividend of 6.00 yuan (including tax) for every 10 shares based on the total share capital of the company.

Guilin sanjin (002275.SZ) performance express: 2023 net profit attributable to parent company of 0.391 billion yuan increased 18.58 year on year

Guilin Sanjin (002275.SZ) announced its 2023 annual performance bulletin. During the reporting period, the company achieved operating income of 2.172 billion billion yuan, an increase of 10.82 percent over the same period last year; total profit of 0.516 billion billion yuan, an increase of 15.69 percent over the same period last year; and net profit attributable to shareholders of listed companies was 0.391 billion billion yuan, an increase of 18.58 percent over the same period last year. The net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 0.353 billion yuan, an increase of 58.60 over the same period last year.

zhangjiang high tech (600895.SH) performance express: 2023 net profit of 0.94 billion yuan increased 14.27 year on year

Zhangjiang high tech (600895.SH) announced its 2023 annual performance bulletin. In 2023, the company realized total operating income of 2.026 billion yuan, an increase of 6.24 over the same period of last year; net profit attributable to shareholders of listed companies was 0.94 billion yuan, an increase of 14.27 over the same period of last year; net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was 0.945 billion yuan, an increase of 13.23 over the same period of last year.

jintian shares (601609.SH): shares to be repurchased from 0.1 billion yuan to 0.2 billion yuan

Jintian shares (601609.SH) announced that the total amount of funds to be repurchased shall not be less than 100 million yuan and not more than 200 million yuan, and the repurchase price shall not exceed 8.64 yuan per share.

Guojin securities (600109.SH): plans to spend 50 million yuan -0.1 billion yuan to buy back shares

Guojin Securities (600109.SH) announced that the company intends to use its own funds to repurchase the company's shares in a centralized bidding transaction to reduce the company's registered capital. The total amount of repurchase funds shall not be less than RMB 50 million yuan (inclusive) and shall not exceed RMB 0.1 billion yuan (inclusive). The repurchase price shall not exceed RMB 12/share (inclusive).

kejie intelligence (688455.SH): plans to spend 30 million yuan -60 million yuan to buy back shares

Kejie Intelligence (688455.SH) announced that the company will repurchase the company's shares by means of centralized bidding transaction and will use the repurchased shares for equity incentive at an appropriate time in the future. The total amount of repurchase funds shall not be less than 30 million yuan (inclusive) and not more than 60 million yuan (inclusive). The repurchase price shall not exceed 14.58 yuan/share.

huahai qingke (688120.SH): plans to spend 50 million yuan -0.1 billion yuan to buy back shares

Huahai Qingke (688120.SH) announced that the company intends to buy back some of the company's shares by means of centralized bidding.The shares will be used for equity incentive or employee stock ownership plan; the total amount of repurchase funds shall not be less than RMB 50 million (inclusive) and shall not exceed RMB 100 million (inclusive); the repurchase price shall not exceed RMB 260 per share.

jianke shares (301115.SZ): plans to spend 30 million yuan -60 million yuan to buy back the company's shares

Jianke shares (301115.SZ) announced that the company intends to use part of the over-raised funds to buy back the company's shares in a centralized bidding transaction, and the repurchased shares will be used to implement equity incentives or employee stock ownership plans. The total amount of repurchase funds shall not be less than RMB 30 million (inclusive), not more than RMB 60 million (inclusive), and the price of repurchased shares shall not exceed RMB 22 per share (inclusive). The period of share repurchase shall be within 12 months from the date of approval of the share repurchase plan by the board of directors of the company.

arte (300825.SZ): to buy back shares of 50 million -0.1 billion yuan company

Alter (300825.SZ) announced that the amount of shares to be repurchased shall not be less than RMB 50 million and not more than RMB 100 million, and the price of the shares to be repurchased shall not exceed RMB 15.28 per share.

[Increase or decrease]

pris (301257.SZ): Guanyou Zhaotai plans to reduce its stake by no more than 2.0

Pris (301257.SZ) announced, shanghai Guanyou Investment Development Co., Ltd.-Guanyou Zhaotai (Jiaxing) Venture Capital Partnership (Limited Partnership) (hereinafter referred to as "Guanyou Zhaotai"), a shareholder holding 4,822,400 shares of the company (accounting for 7.8849 of the total share capital of the company), plans to use block trading within 3 months after 3 trading days from the date of announcement and/or 15 trading days from the date of announcement within 3 months, the company's shares shall not exceed 1,223,200 shares (accounting for 2.0000 of the total share capital of the company).

Sanfeng Environment (601827.SH): Indirect controlling shareholders have increased their holdings of 7.1264 million shares

Sanfeng Environment (601827.SH) announced that on March 4, 2024, the company received a notification letter from the indirect controlling shareholder Water Environment: As of the close of trading on March 4, Water Environment has accumulated a total of 7.1264 million shares of the company through centralized bidding, accounting for about 0.42 of the company's total share capital.

[Other]

Jingu shares (002488.SZ): received Avatar new energy vehicle fixed-point notice

jingu shares (002488.SZ) announced that the company recently received a designated notice from a well-known new energy vehicle main engine factory (limited to confidentiality requirements, its name cannot be disclosed, hereinafter referred to as "customer"). the company will serve as the customer's parts supplier to provide avatar low-carbon wheel products for its new energy light truck models.

Feilong shares (002536.SZ): received fixed-point notification of thermal management integration module

Feilong shares (002536.SZ) announced that the company recently received a fixed-point notification letter from a domestic independent automobile brand company (based on the confidentiality agreement between the two parties, it is inconvenient to disclose the specific name of the customer). According to the relevant agreement, the company became a supplier of thermal management integration modules for a project of the customer. Sales revenue is expected to exceed 0.4 billion yuan during the life cycle.