[Hotspot Focus]

fu Rong technology (603327.SH): the company's products do not have AI function

Fulong Technology (603327.SH) announced the abnormal fluctuation of stock trading and risk warning announcement. The company's main business is the research and development, production and sales of aluminum structural materials for consumer electronic products. The company's main products are aluminum structural parts for consumer electronics, which are further processed for smartphones, tablets and laptops. Company products do not have AI capabilities.

Clare Electromechanical (603960.SH): Fundamentals have not changed significantly There is no material information that should be disclosed but not disclosed

kelai electromechanical (603960.SH) announced the risk warning announcement of stock trading. since January 31, 2024, the company's stock has closed at the limit price 14 times in 19 trading days, with a cumulative turnover rate of 241.85. on March 6, 2024, the company's stock hit the limit again, with a turnover rate of 29.07 and a turnover of 3.078 billion yuan. in view of the company's stock price rising several times in the short term, the company's fundamentals have not changed significantly.

The company has recently been concerned about rumors that the company is listed as a new quality productivity concept stock. The concept of new qualitative productivity is extensive and covers many fields. The company's existing main business is still intelligent equipment and auto parts, which belongs to the traditional manufacturing field. The company's related products have not changed. The company's R & D investment in 2023 accounted for the company's operating income is basically the same as that in 2022, and there is no comparable listed company in the same industry. Significant differences do not rule out the possibility that some investors use relevant concepts to speculate the company's stock.

[Investment project]

lubei chemical industry (600727.SH): the subsidiary company plans to invest 0.719 billion yuan to build an annual output of 60000 tons of chlorinated titanium dioxide expansion project

lubei chemical industry (600727.SH) announced that in order to improve the company's titanium dioxide production capacity, increase the company's titanium dioxide market share, enhance product competitiveness and profitability, and improve the company's strategic layout, Shandong Xianghai titanium resources technology co., ltd., a wholly-owned subsidiary of the company, plans to invest 0.719 billion yuan to build an expansion project with an annual output of 60000 tons of chlorinated titanium dioxide.

huaheng biology (688639.SH): the subsidiary company plans to build a project with an annual output of 60000 tons of tribranched chain amino acid, tryptophan and an annual output of 10000 tons of refined amino acid

huaheng biology (688639.SH) announced that in order to improve the industrial chain, further expand the scope of business and improve the income level, the company plans to take its wholly-owned subsidiary bayannaoer huaheng biotechnology co., ltd. (hereinafter referred to as "bayannaoer huaheng") as the main body of implementation, with an investment of no more than 0.7 billion yuan, to build a "project with an alternating annual output of 60000 tons of three branched chain amino acids of amino acids, tryptophan and 10000 tons" (hereinafter referred. The main source of funds for this investment project is self-financing. The construction period is expected to be 24 months, and the project construction site is located in Shanba Town Industrial Park, Hangjinhou Banner, Bayannaoer City.

[Contract winning]

zhonglan environmental protection (300854.SZ): the consortium plans to win the bid for the ecological comprehensive treatment project of suichang municipal solid waste landfill site-comprehensive treatment of landfill site

zhonglan environmental protection (300854.SZ) announced that recently, Zhejiang government service network announced the "suichang county municipal solid waste landfill ecological comprehensive treatment project-landfill comprehensive treatment bid results announcement". the consortium formed by zhonglan environmental protection technology co., ltd. and Zhejiang luobang construction co., ltd. is the winning candidate for the project. The total price of the project is about 0.1199 billion yuan.

jiulian technology (688609.SH): pre-bid 1.149 billion yuan China mobile centralized procurement of smart home gateway products from 2024 to 2025

jiulian technology (688609.SH) announced that recently, China mobile procurement and bidding network released the "China mobile 2024-2025 intelligent home gateway product centralized procurement (public procurement part)" candidate publicity, the company is the candidate for the above project. Selected items and shares: purchase package 1: GPON-dual-frequency WiFi6 (including GPON-dual-frequency WiFi5), with 15.94 percent of the selected shares; Purchase package 2: 10G GPON-WiFi6, winning share 15.22; Purchase package 3: GPON has no WiFi, winning share 15.94; Purchase package 4: 10G GPON-no WiFi, winning share 14.49; A total of 11.6838 million sets. It is estimated that the total bid amount is 1.149 billion yuan (including tax).

* ST encircling the sea (002586.SZ): bid for bid 2 of wenling kowloon remittance storage project

* ST Weihai (002586.SZ) announced that the company inquired on the electronic bidding trading platform of Zhejiang public resources trading center on March 6, 2024 and learned that the company was determined to be the successful candidate for the "Wenling Jiulong Hui storage project construction bid 2" project. the bid price for the project was 0.222 billion yuan (the specific contract amount shall be subject to the contract finally signed by both parties), and the publicity period was from March 6, 2024 to March 11, 2024. The pre-bid amount of "Wenling Jiulong Hui Storage Project Construction 2 Bid" accounts for 8.64 of the Company's total audited operating income in 2022.

[ Equity Acquisition]

hope change electric (603191.SH): it is proposed to bid for Shanghai changwei and southern assets to hold 79.97 shares of cloud change electric through Beijing equity exchange

Wangchang Electric (603191.SH) announced that on February 6, 2024, Shanghai Chang2 Wei and Nanfang Assets listed their 54.97 and 25% shares of Yunchang Electric respectively on the Beijing Equity Exchange. The company plans to bid for Shanghai Changwei and Nanfang Assets to hold a total of 79.97 shares of Yunchang Electric through the Beijing Equity Exchange. According to the relevant provisions of the transfer of state-owned shares, Shanghai Changwei and Nanfang Assets jointly hold 79.97 of the shares of Yundian Electric Company. The floor price for this transfer is 559.816869 million yuan. If bidding is formed during the transfer process, the actual transaction price will be higher than this value.

dongmu shares (600114.SH): the joint venture plans to acquire 10% equity of Shenzhen xiaoxiang electric company for 10.8 million yuan

dongmu shares (600114.SH) announced that it received a notice from the joint venture Ningbo dongmu guangtai enterprise management partnership (limited partnership) (hereinafter referred to as "Ningbo dongmu guangtai"). Ningbo dongmu guangtai signed the equity transfer agreement with Liu Xiao, Tian Xiaofeng and Tang Qi respectively on March 6, 2024. Ningbo Dongmu Guangtai bought 10.00 percent of Shenzhen Xiaoxiang Electric Technology Co., Ltd. (hereinafter referred to as "Shenzhen Xiaoxiang Electric Company") held by Liu Xiao, Tian Xiaofeng and Tang Qi in cash of 10.8 million yuan. If the acquisition is successful and the relevant legal procedures are completed, Ningbo Dongmu Guangtai will hold a 22.00 per cent stake in Shenzhen Xiaoxiang Electric Company.

Shenzhen xiaoxiang electric company has independently developed core technologies such as concentrated magnetic axial flux motor and control algorithm. compared with traditional radial magnetic field motor, the axial magnetic field motor developed and produced has remarkable characteristics such as small volume, light weight and high efficiency. it is especially suitable for application fields with special requirements for volume and weight, such as new energy vehicles, electric motorcycles, robots, unmanned aerial vehicles, electric ships and electric aircraft, etc, to provide customers with energy-saving, efficient and weight size advantage of electric drive solutions.

[ performance data ]

andley (605198.SH): net profit in 2023 increased 31.47 to 0.256 billion yuan year on year. 1.5 yuan

Andre (605198.SH) announced its 2023 annual report. During the reporting period, it achieved operating income of 0.876 billion yuan, a year-on-year decrease of 17.77; net profit attributable to shareholders of listed companies was 0.256 billion yuan, a year-on-year increase of 31.47; attributable to shareholders of listed companies The net profit after deducting non-recurring gains and losses was 0.231 billion yuan, a year-on-year increase of 40.00; basic earnings per share was 0.71 yuan. In addition, the company adopts cash dividends, based on 349,000,000 shares, and distributes cash dividends of RMB 1.50 (tax included) to all shareholders for every ten shares.

Shanghai Electric Power (600021.SH):2023 net profit up 376.56% YoY

Shanghai Electric Power (600021.SH) announced its 2023 annual performance bulletin, with total operating income of 42,401.757 million billion yuan, a year-on-year increase of 8.03, and net profit attributable to shareholders of listed companies of 1,592.6604 million billion yuan, a year-on-year increase of 376.56. In 2023, the main reasons for the company's performance growth: First, the marginal revenue of coal power continued to improve, holding and participating in coal power enterprises to improve the efficiency.

debang lighting (603303.SH): net profit in 2023 increased by 10.31 year on year. it is proposed to send 10 3.33 yuan

Debang Lighting (603303.SH) announced its 2023 annual report, with operating income of 4.697 billion yuan, up 0.86 percent year-on-year, net profit of 0.376 billion yuan, up 10.31 percent year-on-year, deducting non-net profit of 0.297 billion yuan, down 2.79 percent year-on-year, and basic earnings per share of 0.7875 yuan. It is proposed to pay a cash dividend of 3.33 yuan per 10 shares.

[Repo]

Jingzhida (688627.SH): to buy back shares of 30 million yuan -50 million yuan company

jingzhida (688627.SH) announced that the total amount of funds to be repurchased shall not be less than RMB 30 million yuan, not more than RMB 50 million yuan of company shares, and the maximum repurchase price shall not exceed RMB 83.57 yuan per share.

BYD (002594.SZ): plans to spend 0.4 billion yuan to buy back the company's shares

BYD (002594.SZ) announced that the company intends to repurchase RMB ordinary shares (A shares) issued by the company with its own funds. The repurchased shares will be used for cancellation to reduce the registered capital. The amount to be repurchased is RMB 0.4 billion, and the repurchase price shall not exceed RMB 270 per share. Under the condition that the price of the repurchased shares does not exceed RMB 270 per share, the number of repurchased shares is expected to be not less than 1,481,481 shares, accounting for about 0.05 per cent of the total issued share capital of the Company, based on the repurchase amount of RMB 0.4 billion per share, and the number of repurchased shares is based on the number of shares actually repurchased at the expiration of the repurchase period. The repurchase period shall not exceed 12 months from the date of consideration and approval of the repurchase plan at the general meeting of shareholders of the Company.

[increase or decrease]

tongxingda (002845.SZ): the two shareholders plan to reduce their total shares by no more than 2%

Tongxingda (002845.SZ) announced, shareholder Shanghai Guosheng Capital Management Co., Ltd. (on behalf of "Shanghai Guosheng Capital Management Co., Ltd.-Shanghai Guosheng Haitong Private Enterprise High-quality Development Private Investment Fund Partnership (Limited Partnership)") (referred to as "Guosheng Capital") plans to reduce the company's shares by centralized bidding or block trading within three months after 15 trading days from the date of disclosure of this announcement (that is, not more than 3,275,517 shares of the company 1% of the current total equity). The shareholder, Mr. Liu Qingke, plans to reduce his holdings of the company's shares by no more than 3,275,517 shares (that is, no more than 1% of the company's current total share capital) within three months after 15 trading days from the date of disclosure of this announcement.

poly development (600048.SH): the actual controller has accumulated 0.25 billion yuan a shares of the company

Poly Development (600048.SH) announced that as of March 6, 2024, the company's actual controller, China Poly Group Co., Ltd. (referred to as "Poly Group"), has accumulated 26.7801 million shares of the company's A shares according to the increase plan, accounting for 0.22 of the company's total share capital. The cumulative increase in holdings is RMB 0.25 billion, which has reached the lower limit of the planned increase in holdings.

[Other]

hongxin electronics (300657.SZ): sui honggreen signed a computing service agreement with capital online

hongxin electronics (300657.SZ) announced that the company's holding company, Gansu sui honglv computing power co., ltd. (hereinafter referred to as "sui honglv"), has continuously promoted the computing power delivery of AI computing power base in Qingyang, Gansu province. at the same time, the company's management team is actively and rapidly promoting the landing of computing power resources services. Based on the principles of equality and mutual benefit, mutual trust, paid use, and common development, Sui Hong Green and Beijing Capital Online Technology Co., Ltd. ("Capital Online") after friendly negotiation, the two parties jointly signed the "Calculation Service Agreement" on March 5, 2024. The signing of this computing power service agreement marks that after the lighting of nearly 3,000P computing power equipment on the Qingyang computing power base on December 20, 2023, the Qingyang computing power base officially began to provide multi-directional computing power resource services to customers who need computing power based on stock and incremental computing power equipment.

Capital Online purchases power resources services and other related products from Sui Hong Green according to the needs of its own business development. Both parties plan that within 3 years after the signing of this agreement, the total service fee for Capital Online purchases power resources from Sui Hong Green is about RMB 0.3 billion yuan. The specific purchase quantity and service period shall be subject to the PO order signed by both parties, and the amount of the first phase of power services shall not be less than RMB 20 million yuan.

Lanqi Technology (688008.SH): Intends to sign relevant purchase agreement with Intel on purchasing raw materials, research and development tools and services

Lanqi Technology (688008.SH) announced that due to the needs of business development, the company intends to purchase raw materials, research and development tools and services with IntelCorporation and its directly or indirectly controlled companies (referred to as "Intel Corporation" or "affiliates"). Sign relevant agreements, request the board of directors to authorize the management to sign relevant purchase agreements within the limit of 0.106 billion yuan. Jin Arrested®The CPU project is developed in cooperation with Intel, and the company purchases products from Intel to meet the objective needs of the company's business development.