[Highlights]

24 measures to attract and utilize foreign capital more vigorously

The General Office of the State Council recently issued the Action Plan for Solidly Promoting High-level Opening-up and Greater Efforts to Attract and Utilize Foreign Investment, focusing on expanding market access, increasing policy efforts, optimizing a level playing field, unblocking the flow of innovation factors, and improving domestic regulations 24 measures were introduced in five areas.

Comments: The Action Plan promotes the further opening up of banks and insurance, bond markets, private equity funds and other fields, reflecting the policy guidance of actively expanding the high-level opening up of the financial industry, steadily and orderly promoting the comprehensive institutional opening up of the financial market, and continuously and substantially relaxing the market access of the financial service industry. In the future, by continuously improving relevant policy arrangements, unifying market system rules, and improving the quality and efficiency of financial services, we can better help create a market-oriented, legalized, and international first-class business environment.

U.S. lawmakers sent a public letter to Powell asking the Fed to set a clear timetable for rate cuts

Non-party Senator Bernie Sanders, Democratic Senator Elizabeth Warren and more than 20 members of the House of Representatives sent a public letter to Federal Reserve Chairman Powell asking him to set a timetable for the central bank to cut interest rates. They stressed that the current excessively tight monetary policy has led to harmful economic consequences. The letter wrote that the Fed's inflation target of close to 2% has basically been achieved, as evidenced by the bank's preferred inflation indicator, the personal consumption expenditure (PCE) price index. They added that inflation has also shown no signs of accelerating on its own recently, with wage growth close to pre-new crown rates and productivity gradually rising, all of which will further ease inflationary pressures.

comments: the Fed's interest rate cut is best to start with the FOMC meeting in may, which will ensure a strong labor market and continue to weaken the current situation of wage inequality. "we look forward to your response and welcome further discussions with members of the congressional 'progress caucus."

S & P Index Closing at Record High

U.S. stocks closed higher on Tuesday, with the S & P 500 index closing at a record high. The Federal Reserve is holding a two-day monetary policy meeting to announce the results on Wednesday. The market generally expects the Fed to hold back. The Bank of Japan ended its long-standing negative interest rate policy and raised interest rates for the first time in 17 years. [ negative interest rate era ends global central bank policy enters a new pattern ]

Comment: The market currently expects a 71 basis point rate cut in 2024. At the start of the year, traders were expecting a 150 basis point rate cut. Erik Weisman, chief economist and portfolio manager of MFS Investment Management, said that the next inflation report to be released next month will affect the market to a large extent. "If the inflation data is strong again, it may make people question the Fed. This year's interest rate cut plan, and lower data may bring the June rate cut plan back to the negotiating table."

Lightning! A number of new fund big-time passive index fund performance bright

benefit from the improvement of macro data and other factors, the recent A shares out of a wave of rebound in the market. Some of the newly established equity funds have seized the opportunity to quickly build positions and have made good gains. On March 18, A- shares rose in volume, with more than 4500 companies closing in red. Since the bottom rebound, Wandequan A has gained 21%. In this round of rebound, many equity funds net growth rate is very impressive.

Comments: As far as active funds are concerned, a number of funds quickly build positions when the market rebounds, and their performance is relatively bright. Dongxing Digital Economy A, founded on January 16, has risen 21.73 per cent so far. Hua An Ruixin Preferred A was established on January 18 and currently yields 18.85 per cent. Some of the funds established in February, such as Wanjia Trend Leading A, Franklin Guohai Zhaorui Youxuan A, Guoshou Security High-end Equipment A and other net values also rose significantly.

Avida fell 4% and rose 1% Huang Renxun: $250 billion a year for data center business Avida will grab most of the "cake"

the Avida GTC developer conference, known as AI feast, continued, and Avida also rose 1% after falling nearly 4%. During the 2024 of GTC by Avida, a grand gathering of developers in the field of artificial intelligence (AI), Huang Renxun, founder and CEO of Avida, confidently said that Avida would grab more "cakes" in the data center market, which can "dig gold" hundreds of billions of dollars a year ".

Comments: Huang Renxun predicts that the annual global investment in data center equipment will total $250 billion, in which NVIDIA products will account for more than other chip manufacturers. Nvidia is developing software to enable the adoption and use of AI technology in all industries. Nvidia provides AI models and other software, and then charges customers based on their computing power and the number of chips they run.

A- share strict import, Hong Kong stock IPO surge

According to preliminary statistics, as of noon on March 19, 2024, Hong Kong stocks had 49 new IPO companies this year, an increase of 36.11 percent over the same period last year, including 3 on March 15. As of noon on March 19, 2024, there are only two newly accepted IPO companies in A- shares this year, and all of them are the Beijing Stock Exchange. Listing in Hong Kong has become the choice of many enterprises, but the observer network also noted that some A + H listed companies have recently chosen to privatize Hong Kong stocks.

comments: preliminary statistics, as of March 18, a total of 67 companies IPO termination this year, compared with the same period last year, an increase of 55.81. And the number of newly listed companies fell from 56 to 24 in the same period last year, a decrease of 57.14 per cent, and the total amount of funds raised shrank by 57.1 per cent.

in response to the regulatory authorities "save capital" and other guidance to a number of brokerage firms to terminate refinancing

In recent years, the heavy capital business has accelerated the consumption of the capital of securities firms, and listed securities firms frequently "replenish their blood" through refinancing ". However, since the regulatory authorities stated that the industry should take the road of capital conservation, a number of listed brokerages chose to take the initiative to terminate the rights issue or fixed increase plan, and some brokerages chose to wait for the relevant refinancing plan to expire automatically.

Comments: Brokers are cautious about refinancing matters, which is a reflection of the positive response to the regulatory orientation. Reducing the situation of large amount of financing through fixed increase and allotment of shares, on the one hand, is conducive to the securities companies to optimize their own capital structure, reduce financial risks and ensure stable operation; on the other hand, it reflects the attitude of securities companies to be responsible for the market, focusing on the main responsibility and main business, and paying more attention to the creation of long-term value rather than short-term capital expansion.

Four in and four out, the members of the central bank's monetary policy committee adjust!

Four in and four out, the members of the central bank's monetary policy committee adjust! Recently, the list of members of the central bank's monetary policy committee was adjusted, with Yi Huiman, Liu Shijin, Cai Fang and Liu Guoqiang withdrawing, and Wu Qing, Xuan Changneng, Huang Yiping and Huang Haizhou joining. It is worth noting that this is also the first time that the members of the Monetary Policy Committee have been adjusted after the revision of the Regulations of the Monetary Policy Committee of the People's Bank of China. According to the latest list on the central bank's website, the chairman of the monetary policy committee is Pan Gongsheng, and the other 13 members are Xu Shouben, Li Chunlin, Liao Min, Zhang Qingsong, Xuan Changneng, Li Yunze, Wu Qing, Kang Yi, Zhu Hexin, Tian Guoli, Wang Yiming, Huang Yiping and Huang Haizhou.

Comments: This revision adds an article as the second article: "The work of the Monetary Policy Committee adheres to the leadership of the Communist Party of China, promotes a sound modern monetary policy framework, and reports important matters to the Party Central Committee and the State Council."

[industry hot spot]

a number of listed companies actively layout with "hot" liquid cooling technology in computing power demand

Metal Sector Stronger Fund People Argued Market Continuity

nvidia releases series of blockbuster new products, domestic computing power industry chain gradually improves ecology

can big mobile phone factory "running" access AI "AI + mobile phone" stimulate the demand for machine change

Pulp prices rose strongly, and large-scale paper companies announced price increases for cultural paper one after another

[Market dynamics]

A-shares: On March 19, the three major A- share indices as a whole were in a state of shock adjustment, with the CRE 50 index falling relatively large. As of the close, the Shanghai Composite Index was down 0.72 per cent at 3062.76, the Shenzhen Component Index was down 0.58 per cent at 9696.69 and the gem index was down 1.01 per cent at 1906.94. The turnover of Shanghai and Shenzhen stock markets reached 1077.9 billion yuan, down 60 billion yuan from the previous trading day. It is worth mentioning that in the past 7 trading days, the turnover of A shares has exceeded the trillion yuan mark in 6 trading days.

Hong Kong stocks: Since February this year, the Hong Kong stock market has rebounded strongly. The reporter's statistics found that since the Hang Seng Index bottomed out on January 22, the maximum rebound rate since the low level has exceeded 16%; the maximum rebound rate of the Hang Seng Technology Index and the Hang Seng China Enterprise Index since the low level of the year has reached 24.09 and 21.36 respectively. Both have entered a technical bull market, some stocks have doubled, and bull stocks in the Internet, artificial intelligence, new energy, and non-ferrous metals sectors have frequently appeared.

U.S. stocks: The three major stock indexes of the New York stock market rose on the 19th. As of the close of the day, the Dow Jones Industrial Average rose 320.33 points from the previous trading day to close at 39110.76 points, an increase of 0.83; the Standard & Poor's 500 stock index rose 29.09 points to close at 5178.51 points, an increase of 0.56; The Nasdaq Composite Index rose 63.34 points to close at 16166.79 points, an increase of 0.39. On the sector side, the S & P 500 Index's 11 major sectors rose and fell. The energy and utilities sectors led gains of 1.08 percent and 0.92 percent, respectively, while the communications services sector fell 0.17 percent.

European stocks: Europe's Stoxx 50 fell 0.1 per cent, Britain's FTSE 100 rose 0.1 per cent, France's CAC 40 fell 0.05 per cent and Germany's DAX 30 rose 0.18 per cent.

[Institutional Strategy]

[Global Fund net purchases of Chinese stocks for the second consecutive month] Global Fund is actively purchasing Chinese stocks and has net purchases of Chinese stocks for the second consecutive month. Among them, Skagen AS in Norway and Bosto in the United States.n Partners two global funds have increased their holdings of A- shares and Hong Kong-related stocks in recent months on the grounds that the valuations of the stocks are low, financial and regulatory risks are significantly reduced, and corporate earnings are improving. There are signs that foreign investors are continuing to run into the net buying. As of March 19, the net purchase amount of northbound funds during the year reached 66.43 billion yuan, which has exceeded the net purchase amount of 43.7 billion yuan in 2023. A number of foreign institutions said that the current A- share market pattern is undergoing positive changes, coupled with the market valuation is at a historical low, China's asset investment opportunities are highlighted.

Data show that in February this year, northbound funds bought a total of 60.744 billion yuan in the month, and the net purchase amount hit a new high since January 2023, reversing the previous six consecutive months of net sales. Since March, northbound funds have continued to show net purchases. As of March 19, the total net purchases for the month were 20.194 billion yuan. Since 2024, the net purchase of northbound funds has reached 66.432 billion yuan, exceeding the net purchase of 43.704 billion yuan in 2023.

Zhang Xia, chief strategy analyst at China Merchants Securities, believes that since the end of January, northbound funds have gradually ended their previous selling state and turned to net buying, and net buying has accelerated significantly after the Spring Festival. The main driving factors include the further allocation of passive tracking funds to A- shares due to the adjustment of the FTSE Russell index, the relative stability of the US dollar against the RMB exchange rate, and the repair of foreign investment expectations for China's economic growth.

from the perspective of net buying industry, since March, northbound funds overall prefer to buy power equipment, food and beverage, household appliances and other industries. China Merchants Securities believes that in the future, with the moderate recovery of China's economy and the shift in monetary policy of the Federal Reserve, northbound funds are expected to continue to flow back, which will form a certain boost to the growth style of the-share market.

On March 18, the regular quarterly adjustment of the FTSE Russell Global Equity Index Na A sample came into effect. Market participants said that this adjustment is expected to bring more than 5 billion yuan of incremental capital to A shares, and will also enhance the enthusiasm and trading activity of foreign active funds for A shares.

[Topic Company]

Changchun High-tech Plan 10 to Send 45 yuan! A shares see big dividends again

On the evening of March 19, Changchun High-tech, a leading company in the pharmaceutical industry, released its 2023 annual report, disclosing a large dividend plan and planning to distribute a cash dividend of 45 yuan (including tax) for every 10 shares. Data show that as of 21:00 on March 19, a total of 205 A- share listed companies disclosed their 2023 annual reports, and 167 companies issued dividend plans, with a dividend ratio of 81.46 per cent.

Dongfeng Motor, a well-known car giant, is accused of plagiarism! The design director of "youshang" issued a post angrily denouncing: it is not the first time I have met

a few days ago, Xu dengtao, director of zhiji automobile design, said: "it's silly to get up in the morning. since zhiji L7 was unveiled in 2021, it's not the first time that the exterior design has been copied." At the same time, he also released three matching pictures, namely Dongfeng Xinghai S7, Zhiji L7, and a comparison picture of the above two models, questioning the suspected plagiarism of Dongfeng Xinghai S7.

[New Stock Alert]

March 20 new shares prompt: Bawei shares purchase Jundingda and other listed xingchen technology announced the winning number

according to the announcement of the exchange, bawei shares were purchased today with the purchase code of 889288 and the issue price of 5.77 yuan/share. Jundingda, Star Desheng listed today. Star Chen Technology today announced the results of the online lottery. Xingchen Technology, Bawei shares paid today.

[Notice]

[Hot spot]

long electric technology: major shareholder big fund, core electric semiconductor is planning the company's equity transfer matters stock suspension

Changdian Technology (600584) announced on the evening of March 19 that the company's major shareholders, National Integrated Circuit Industry Investment Fund Co., Ltd. (hereinafter referred to as "Big Fund") and Core Semiconductor (Shanghai) Co., Ltd. (hereinafter referred to as "Core Semiconductor") are planning the company's equity transfer, which may lead to a change in the company's control rights. The company's shares will be suspended from the morning of March 20, 2024 (Wednesday), it is expected that the suspension time will not exceed two trading days.

* ST Botian: The Shanghai Stock Exchange decided to terminate the listing of the company's shares

* ST Botian (603603) announced on the evening of March 19 that the company received a self-regulatory decision issued by the Shanghai Stock Exchange on March 19, 2024, "on the termination of the listing of shares of Bo (Golden Kirin analyst) Tian Environmental Group Co., Ltd." decision ", the Shanghai Stock Exchange decided to terminate the listing of the company's shares. The starting date for the company's stock to enter the delisting period is March 27, 2024; the final trading date is expected to be April 18, 2024.

Oriental Fashion: At present, the company is not engaged in "flying car" related business

Oriental Fashion (603377) issued an announcement on abnormal stock trading fluctuations on the evening of March 19, stating that the company has recently paid attention to rumors that the company is involved in "flying cars" in the market, and the company is currently not engaged in related business.

HTC new materials: the company's main products for high temperature silicone rubber, communications business has been completely stopped

hongda xincai (002211) issued a notice of change on the evening of March 19. regarding some investors asking the company about AI and communication business on the interactive platform of Shenzhen stock exchange, the company replied again: the main product is high-temperature silicone rubber, and the communication business has been completely stopped.

Zhilai Technology: The application prospect of UAV parcel receiving station for catering delivery is still unclear

Zhilai Technology (300771) issued a change announcement on the evening of March 19. During the recent interaction between the company and investors, it was found that investors paid more attention to the company's drone parcel receiving station business. In 2020, the company completed the development of a drone parcel receiving station for catering delivery, and only delivered 19 sets of finished products to customers one after another. The application prospect of the drone parcel receiving station used in catering delivery is still unclear, and there is great uncertainty about the competitiveness and future profitability of the company's products. Please the majority of investors rational analysis, prudent decision-making.

[Business Data]

Xiaomi group: revenue of 73.24 billion yuan in the fourth quarter of 2023

Xiaomi Group announced on the Hong Kong Stock Exchange on March 19 that revenue in the fourth quarter of 2023 was 73.24 billion billion yuan, up 10.9 per cent from a year earlier, and adjusted net profit was 4.9 billion billion yuan, up 236.1 per cent from a year earlier. Full-year revenue for 2023 was $270.97 billion, with adjusted net profit up 126.3 percent year-on-year to $19.3 billion. In 2023, Xiaomi's smartphone business revenue was 157.5 billion yuan, with global smartphone shipments of 0.146 billion units.

Huaneng international: net profit of 8.446 billion yuan in 2023

Huaneng International (600011) disclosed its annual report on the evening of March 19. In 2023, it achieved operating income of 254.397 billion billion yuan, a year-on-year increase of 3.11; net profit of 8.446 billion billion yuan, a year-on-year loss, and a loss of 7.387 billion yuan in the same period last year; basic earnings per share 0.35 yuan. The company intends to pay a cash dividend of 0.2 yuan (including tax) per share to all shareholders. As the company achieved a year-on-year decrease in domestic business unit fuel costs and a year-on-year increase in electricity in 2023, and the company's Singapore business profit increased significantly year-on-year, the company's full-year results turned losses into profits.

aimeike: net profit in 2023 increased by 47.08 year on year. it is proposed to allocate 10 23.23 yuan to increase 4 shares

Aimeike (300896) released its 2023 annual report on the evening of March 19. In 2023, it achieved operating income of 2.869 billion billion yuan, a year-on-year increase of 47.99; net profit attributable to shareholders of listed companies was 1.858 billion billion yuan, a year-on-year increase of 47.08; Basic earnings per share are 8.6 yuan. It is proposed to distribute a cash dividend of 23.23 yuan (including tax) to all shareholders for every 10 shares, and to increase 4 shares for every 10 shares to all shareholders with the capital accumulation fund.

conch cement: net profit in 2023 decreased by 32.4 year on year. it is proposed to distribute 0.96 yuan per share

Conch Cement (600585) disclosed its annual report on the evening of March 19. In 2023, it achieved operating income of 140.999 billion billion yuan, a year-on-year increase of 6.8; net profit of 10.43 billion billion yuan, a year-on-year decrease of 32.4; basic earnings per share of 1.97 yuan. The company intends to pay a cash dividend of 0.96 yuan (including tax) per share to all shareholders.

Changchun High-tech: Net Profit in 2023 Increases 9.47 Year-on-Year to 10 45 yuan

Changchun High-tech (000661) released its 2023 annual report on the evening of March 19, achieving 14.566 billion yuan in 2023, an increase of 15.35 percent over the same period last year (adjusted); net profit attributable to shareholders of listed companies was 4.532 billion yuan, an increase of 9.47 percent over the same period last year (adjusted); and basic earnings per share were 11.21 yuan. It is proposed to pay a cash dividend of 45 yuan (including tax) to all shareholders for every 10 shares.

China Unicom: 18.73 billion yuan net profit in 2023

China Unicom announced on the Hong Kong Stock Exchange on March 19 that its annual revenue in 2023 was 372.6 billion yuan, up 5% year-on-year, and its net profit was 18.73 billion yuan, up 11.8 percent year-on-year. The board of directors recommends a final dividend of RMB 0.1336 (including tax) per share.

China Jushi: 2023 Net Profit 3.044 billion Yuan Declines 53.94 YoY

China Jushi (600176) disclosed its annual report on the evening of March 19. In 2023, it achieved operating income of 14.876 billion billion yuan, a year-on-year decrease of 26.33; net profit of 3.044 billion billion yuan, a year-on-year decrease of 53.94; basic earnings per share of 0.76 yuan. The company intends to distribute a cash dividend of 2.75 yuan (including tax) to all shareholders for every 10 shares. China Jushi announced on the same day that the possibility of the company's large-scale expansion of glass fiber production base in Tongxiang in the future is low, production capacity planning is expected to be more layout in other areas, the company intends to terminate the Tongxiang production base supporting staff dormitory construction project.

willing to give up the wine industry: net profit in 2023 increased by 5.09 year on year, with a plan of 10 21.5 yuan

Wines (600702) released its 2023 annual report on the evening of March 19, achieving operating income of 7.081 billion billion yuan in 2023, an increase of 16.93 percent over the same period last year; net profit attributable to shareholders of listed companies was 1.771 billion billion yuan, an increase of 5.09 percent over the same period last year; and basic earnings per share were 5.35 yuan. It is proposed to distribute cash 21.5 yuan (including tax) for every 10 shares.

Feikai Materials: Factor Company Suffers Contract Fraud to Lower 2023 Annual Results Forecast

Feikai Materials (300398) announced on the evening of March 19 that it lowered its 2023 annual performance forecast. After adjustment, it is expected to achieve a net profit of 0.103 billion -0.154 billion yuan attributable to shareholders of listed companies in 2023, a year-on-year decrease of 64.48-76.32%. Significant differences in the company's performance forecast were mainly due to the fact that after the announcement of the original performance forecast, Anhui Jingkai Electronic Materials Co., Ltd., a wholly-owned subsidiary of the company, found that the trade business with Company A in the early stage was suspected of contract fraud,As of the date of disclosure of this announcement, the investigation of the above-mentioned cases is in progress, and the results have not yet been determined. The balance of other receivables involved in this matter is 0.186 billion yuan.

Dalian heavy industry: net profit in the first quarter of 2024 increased by 15.61-27% year on year

Dalian Heavy Industry (002204) released its first quarter 2024 performance forecast on the evening of March 19. In the first quarter, it is expected to achieve a net profit of 0.132 billion -0.145 billion yuan attributable to shareholders of listed companies, a year-on-year increase of 15.61-27%. In the first quarter, the company's intelligent coke oven machinery products and marine crankshaft products gross margin increased significantly year-on-year, driving the company's overall gross margin increase.

100 grams of biology: net profit in 2023 increased by 175.98 year on year, with a plan of 10 1.5 yuan

Baike Biology (688276) disclosed its annual report on the evening of March 19. In 2023, it achieved operating income of 1.825 billion billion yuan, a year-on-year increase of 70.3; net profit of 0.501 billion billion yuan, a year-on-year increase of 175.98; basic earnings per share of 1.21 yuan. The company intends to distribute a cash dividend of 1.5 yuan (including tax) to all shareholders for every 10 shares. The company obtained the "Drug Registration Certificate" for herpes zoster vaccine in early 2023, obtained the "Certificate of approval and issuance of Biological products" in April, and successively realized access and sales in various places, enriching the types of vaccines already on the market of the company. so that the company's operating income and net profit increased compared with the same period last year.

Jingji Zhinong: 2023 net profit of 1.746 billion yuan increased by 125.89 year on year

Jingji Zhinong (000048) released its 2023 annual report on the evening of March 19, achieving operating income of 12.417 billion billion yuan in 2023, an increase of 107.1 percent over the same period last year; net profit attributable to shareholders of listed companies was 1.746 billion billion yuan, an increase of 125.89 percent over the same period last year; and basic earnings per share were 3.34 yuan.

tianrun industry: net profit in 2023 increased by 91.96 year on year. it is proposed to send 10 2.3 yuan

Tianrun Industry (002283) released its 2023 annual report on the evening of March 19, achieving operating income of 4.006 billion billion yuan in 2023, an increase of 27.74 percent over the same period last year; net profit attributable to shareholders of listed companies was 0.391 billion billion yuan, an increase of 91.96 percent over the same period last year; and basic earnings per share were 0.35 yuan. It is proposed to pay a cash dividend of 2.3 yuan (including tax) to all shareholders for every 10 shares.

Baida Seiko: Net Profit Increases 76.52 Year-on-Year in 2023; Proposed 10 2 yuan

Baida Seiko (603331) disclosed its annual report on the evening of March 19. In 2023, it achieved operating income of 1.439 billion billion yuan, a year-on-year increase of 11.79; net profit of 0.119 billion billion yuan, a year-on-year increase of 76.52; basic earnings per share of 0.61 yuan. The company intends to distribute a cash dividend of 2 yuan (including tax) to all shareholders for every 10 shares. During the reporting period, the company's auto parts sales revenue increased by 16.38 year-on-year, mainly due to the automotive end market demand to drive the development of auto parts, the company's automotive generator device core components (claw machine, etc.), automotive EPB electronic parking device core components (caliper piston, etc.) production capacity further released.

Hesheng New Material: 2023 Net Profit Increases 25.54 YoY

Hesheng New Materials (002290) released its 2023 annual report on the evening of March 19. In 2023, it achieved operating income of 2.34 billion billion yuan, a year-on-year increase of 9.71; net profit attributable to shareholders of listed companies was 82.7714 million billion yuan, a year-on-year increase of 25.54; Basic earnings per share are 0.33 yuan.

Liu Yao group's performance express: net profit of 0.847 billion yuan increased by 20.7 year on year in 2023

Liuyao Group (603368) disclosed its performance report on the evening of March 19. In 2023, it achieved total operating income of 20.812 billion yuan, a year-on-year increase of 9.23; net profit of 0.847 billion yuan, a year-on-year increase of 20.7; basic earnings per share of 2.34 yuan. During the reporting period, the company steadily increased the scale of industrial production capacity, continuously enriched varieties, integrated commercial channel resources, accelerated the coverage of self-produced varieties in the Guangxi market, and continued to expand the market outside the region. The revenue and net profit of the industrial sector continued to maintain rapid growth, which contributed to the company's profits. The contribution continues to expand, becoming the company's new profit growth point.

Haitian shares: net profit of 0.242 billion yuan in 2023 increased by 13.5 year on year

Haitian shares (603759) disclosed its annual report on the evening of March 19. In 2023, it achieved operating income of 1.277 billion billion yuan, a year-on-year increase of 7.53; net profit of 0.242 billion billion yuan, a year-on-year increase of 13.5; basic earnings per share of 0.52 yuan. The company intends to pay a cash dividend of 0.27 yuan (including tax) per share to all shareholders.

north new building materials: net profit in 2023 increased by 12.07 year on year, with a plan of 10 8.35 yuan

Beixin Building Materials (000786) released its 2023 annual report on the evening of March 19. In 2023, it achieved operating income of 22.426 billion billion yuan, a year-on-year increase of 11.27 (after adjustment); net profit attributable to shareholders of listed companies was 3.524 billion billion yuan, a year-on-year increase 12.07%; basic earnings per share were 2.09 yuan. It is proposed to pay a cash dividend of 8.35 yuan (including tax) to all shareholders for every 10 shares.

Sealing Technology: Net Profit in 2023 Increases 12.07 Year on Year to 10 2 yuan

Sealing Technology (301020) released its 2023 annual report on the evening of March 19. In 2023, it achieved operating income of 0.512 billion billion yuan, a year-on-year increase of 26.71; net profit attributable to shareholders of listed companies was 72.3608 million billion yuan, a year-on-year increase of 12.07; basic per share Earnings are 0.49 yuan. It is proposed to pay a cash dividend of 2 yuan (including tax) to all shareholders for every 10 shares.

Nanshan Zhishang: net profit in 2023 increased by 8.53 year on year. 10 1.72 yuan

Nanshan Zhishang (300918) released its 2023 annual report on the evening of March 19, achieving operating income of 1.6 billion billion yuan in 2023, down 2.05 percent from the same period last year; net profit attributable to shareholders of listed companies was 0.203 billion billion yuan, up 8.53 percent from the same period last year; and basic earnings per share were 0.56 yuan. It is proposed to pay a cash dividend of 1.72 yuan (including tax) to all shareholders for every 10 shares.

Founder Securities: Achieve net profit of 2.152 billion yuan in 2023, up 0.21 year on year

Founder Securities (601901) disclosed its annual report on the evening of March 19. In 2023, it achieved operating income of 7.119 billion billion yuan, a year-on-year decrease of 8.46; net profit of 2.152 billion billion yuan, a year-on-year increase of 0.21; basic earnings per share of 0.26 yuan. The company intends to distribute a cash dividend of 0.23 yuan (including tax) to all shareholders for every 10 shares.

Kuangda Technology: Net Profit Declines 4.26 Year on Year in 2023 to Send 10 1 yuan

Kuangda Technology (002516) released its 2023 annual report on the evening of March 19, achieving operating income of 1.803 billion billion yuan in 2023, an increase of 1.09 percent over the same period last year; net profit belonging to shareholders of listed companies was 0.191 billion billion yuan, down 4.26 percent from the same period last year; and basic earnings per share were 0.13 yuan. It is proposed to pay a cash dividend of 1 yuan (including tax) to all shareholders for every 10 shares.

yanggu huatai: net profit in 2023 decreased by 40.96 year on year, with a plan of 10 2.5 yuan

Yanggu Huatai (300121) released its 2023 annual report on the evening of March 19. In 2023, it achieved operating income of 3.455 billion billion yuan, a year-on-year decrease of 1.78 (after adjustment); net profit attributable to shareholders of listed companies was 0.304 billion billion yuan, a year-on-year decrease 40.96%(after adjustment); basic earnings per share were 0.75 yuan. It is proposed to pay a cash dividend of 2.5 yuan (including tax) to all shareholders for every 10 shares.

Shenma shares: net profit of 0.123 billion yuan in 2023 decreased by 69.06 year on year

Shenma shares (600810) disclosed its annual report on the evening of March 19, achieving operating income of 12.919 billion billion yuan in 2023, down 11.34 percent from the same period last year; net profit of 0.123 billion billion yuan, down 69.06 percent from the same period last year; and basic earnings per share of 0.12 yuan. The company intends to distribute a cash dividend of 1.37 yuan (including tax) to all shareholders for every 10 shares.

lifan technology: controlling subsidiary ruilan automobile will realize operating income of 3.484 billion yuan in 2023

lifan technology (601777) announced on the evening of March 19 that Chongqing ruilan automobile technology co., ltd. (hereinafter referred to as "ruilan automobile"), a 55% holding subsidiary of the company, will realize an operating income of 3.484 billion yuan in 2023.

shunfeng holdings: operating income of express logistics business in February was 12.666 billion yuan

shunfeng holdings (002352) released a briefing on the operation of express logistics business in February 2024 on the evening of March 19. the operating income of express logistics business in February was 12.666 billion yuan, down 6.18 percent from a year earlier. The Company's total revenue from its express logistics, supply chain and international operations in February 2024 was $17.265 billion. Due to the dislocation of the traditional off-season Spring Festival holiday, February's business data are not comparable to the same period.

yuantong express: February express product revenue 3.144 billion yuan

yuantong express (600233) announced on the evening of March 19 that the company's revenue from express products in February 2024 was 3.144 billion yuan, down 20.51 percent from the same period last year.

shentong express: February express service revenue 2.341 billion yuan

shentong express (002468) released the business briefing for February 2024 on the evening of March 19. the revenue of express service in February was 2.341 billion yuan, down 21.11 percent from the same period last year. 1.04 billion votes were completed, down 15.36 percent from the same period last year.

[M & A]

Chinese media: to acquire 58% shares of langzhi media for 0.641 billion yuan to further strengthen cultural media content innovation

Chinese media (600373) announced on the evening of March 19 that the company intends to acquire 58% of the shares of Beijing langzhi network media technology co., ltd. (hereinafter referred to as "langzhi media") held by fan xinghong and others with its own funds, with a transaction price of 0.641 billion yuan. Upon completion of the transaction, Langzhi Media will become a controlling subsidiary of the Company and will be included in the consolidated financial statements. Langzhi Media is a company engaged in integrated marketing services. Relying on brand strategy and creative planning, and full-link media operations, it is committed to providing customers with comprehensive solutions such as brand public relations, digital marketing, media agency, and big data services. This transaction is conducive to the company to further strengthen the cultural media content innovation, expand new media marketing channels.

Refinancing

huatai securities: the public issuance of corporate bonds not exceeding 20 billion yuan to professional investors has been approved by the CSRC

Huatai Securities (601688) announced on the evening of March 19 that the company's public offering of corporate bonds with a total face value of no more than 20 billion yuan to professional investors has been approved by the China Securities Regulatory Commission.

orient securities: the public offering of subordinated corporate bonds not exceeding 20 billion yuan has been approved by the CSRC

Orient Securities (600958) announced on the evening of March 19 that the company's public issuance of subordinated corporate bonds with a total face value of no more than 20 billion yuan to professional investors has been approved by the China Securities Regulatory Commission.

[Change in equity]

Weir shares: controlling shareholder acting in concert with the proposedNon-reimbursable donation of 1.23 percent of company shares

weir shares (603501) announced on the evening of March 19 that Shaoxing weihao equity investment fund partnership (limited partnership), the controlling shareholder of the company, who holds 7.33 of the shares, plans to donate its 15 million shares of the company to the education foundation of Ningbo dongfang university of technology free of charge, accounting for 1.23 of the company's total share capital.

[increase holdings, repurchase]

Ronda shares: to repurchase the company's shares from 0.1 billion yuan to 0.2 billion yuan

Longda shares (688231) announced on the evening of March 19 that the company intends to repurchase shares from 0.1 billion yuan to 0.2 billion yuan for the company's equity incentive or employee stock ownership plan, and the repurchase price shall not exceed 23.83 yuan/share (inclusive).

Eft: the controlling shareholder's concerted action person plans to increase the company's shares with a total of 55 million yuan to 0.11 billion yuan

Eft (688165) announced on the evening of March 19 that the concerted action of the company's controlling shareholders intends to increase the company's shares at a total of 55 million yuan to 0.11 billion yuan, and the total number of shares to be increased shall not exceed 2% of the company's current total share capital.

Changguang Huaxin: plans to buy back the company's shares for 30 million yuan to 60 million yuan

Changguang Huaxin (688048) announced on the evening of March 19 that the company intends to buy back shares at 30 million yuan to 60 million yuan for employee stock ownership plan or equity incentive, and the repurchase price shall not exceed 63.59 yuan/share (inclusive).

century hengtong: plans to buy back shares of the company from 25 million yuan to 50 million yuan

century hengtong (301428) announced on the evening of March 19 that it plans to buy back the company's shares for 25 million yuan to 50 million yuan. the repurchased shares are intended to be used for employee stock ownership plan or equity incentive, and the repurchase price is not higher than 42.49 yuan/share.

nano micro: some directors and senior executives plan to increase their shares in the company with a total of 14 million yuan to 21 million yuan

Naxinwei (688052) announced on the evening of March 19 that some directors, senior executives and core personnel of the company, based on their confidence in the company's future development and recognition of long-term investment value, plan to increase their holdings of the company's shares within 3 months from March 20, 2024. The total amount of this increase shall not be less than 14 million yuan (inclusive) and not more than 21 million yuan (inclusive). The plan is to be implemented through a private equity fund or a capital management plan.

huayang group: shareholders intend to reduce their shares by no more than 2%

Huayang Group (002906) announced on the evening of March 19 that Zhongshan Zhongke Equity Investment Co., Ltd. and Zhuhai Hengqin Zhongke Baiyun Equity Investment Fund Partnership (Limited Partnership) hold a total of 8.52 of the company's shares. The two are acting in concert and plan to reduce their total holdings of the company's shares by no more than 10.4887 million shares (that is, no more than 2% of the company's total share capital) through centralized bidding or bulk trading.

tianneng heavy industry: shareholders intend to reduce their shares by no more than 2%

Tianneng Heavy Industries (300569) announced on the evening of March 19 that Zheng Xu, a 10.73 shareholder, plans to reduce his holdings of the company's shares by no more than 20.4535 million shares (accounting for 2% of the company's total share capital) through block transactions.

[The winning contract]

aerospace engineering: to sign the general contract for gas installation of the integrated project of clean and efficient comprehensive utilization of resources of 1.61 billion yuan Xinjiang zhongneng luyuan chemical co., ltd.

Aerospace Engineering (603698) announced on the evening of March 19 that the company plans to sign the "General Contract for Gas Plant of Xinjiang Zhongneng Luyuan Chemical Co., Ltd. Integrated Project of Clean and Efficient Comprehensive Utilization of Resources" with Xinjiang Juxineng Gas Co., Ltd. (hereinafter referred to as Xinjiang Juxineng or Employer) and Xinjiang Zhongneng Luyuan Chemical Co., Ltd. (hereinafter referred to as Xinjiang Zhongneng), with a total contract amount of 1.61 billion yuan. The contract is a daily transaction contract of the company. The contract amount accounts for more than 50% of the company's audited main business income in the latest fiscal year, and the absolute amount exceeds 0.5 billion yuan.

Lian Sheng Technology: Holding Sun Company Signs Major Contracts for Daily Operation

Lian Sheng Technology (300051) announced on the evening of March 19 that Meishan Photovoltaic, a subsidiary of the company, recently signed a silicon chip procurement framework contract and a battery chip sales framework contract with Guosheng Technology (603778) subsidiaries Anhui Guosheng and Jiangsu Guosheng respectively. Meishan Photovoltaic will purchase 0.145 billion monocrystalline silicon chips from Anhui Guosheng and sell 700MW of Class A G12 heterojunction battery chip products to Jiangsu Guosheng within the validity period of the contract. The amount of the aforementioned purchase and sales agreements is expected to account for more than 100 percent of the Company's audited main business revenue for the year 2022, with an absolute amount of more than $0.2 billion.

huakang medical treatment: pre-bid 0.122 billion yuan for the purification system project of Jinghu general hospital of Shaoxing people's hospital

huakang medical (301235) announced on the evening of March 19 that the company won the bid in advance for the purification system project of Jinghu general hospital of Shaoxing people's hospital, with a bid price of 0.122 billion yuan.

Dashengda: Subsidiary Signed 9.85 million Euro Sales Contract for Photovoltaic Production Line Equipment

dashengda (603687) announced on the evening of March 19 that STS, a subsidiary of the company, signed a "sales contract" with a downstream customer in a photovoltaic field, agreeing to deliver two sets of photovoltaic production line equipment and complete the final performance acceptance and delivery of all equipment by December 31, 2025. the total sales amount of the two sets of equipment is 9.85 million euros, accounting for about 3.74 of the company's audited operating income in 2022.

China Industrial International: Subsidiary wholly-owned company signs 31.7376 million yuan design project contract

China Industrial International (002051) announced on the evening of March 19 that recently, China Zhongyuan, a wholly-owned subsidiary of the company, and Suqian Urban Construction Investment (Group) Co., Ltd. signed a contract for the design project of Suqian Hospital of Jiangsu Provincial People's Hospital. The contract amount of the Suqian Hospital design project of Jiangsu Provincial People's Hospital is 31.7376 million yuan, accounting for 0.33 of the company's total operating income in 2022.

[Major investment]

South Grid Energy Storage: Signing of Investment Agreement for Pumped Storage Power Station in Xichou County, Yunnan Province

South grid energy storage (600995) announced on the evening of March 19 that the company signed the investment agreement of Xichou pumped storage power station in Yunnan Province on March 19, 2024 with the people's Government of Xichou County, Yunnan Province, Kunming survey, design and Research Institute Co., Ltd., and China Power Construction Hydropower Development Group Co., Ltd. Xichou pumped storage power station is located in Jijie Township, Xichou County, Wenshan Zhuang and Miao Autonomous Prefecture, Yunnan Province, with a planned installed capacity of 1.2 million kilowatts. It is a key implementation project of the 14th five-year Plan of pumped storage medium-and long-term Development Plan (2021-2035) issued by the State Energy Administration.

Zhongrong shares: plans to invest no more than 0.41 billion yuan to build Zhongshan factory phase ii project

Zhongrong Co., Ltd. (301223) announced on the evening of March 19 that the company intends to invest in the construction of the "Zhongshan Factory Phase II Project" in the Zhongshan Torch High-tech Industrial Development Zone. The total investment of the project is expected to not exceed 0.41 billion yuan. Through the implementation of this project, the company will further expand the production capacity of its existing products, respond more efficiently to the market demand in South China, and enhance the company's core competitiveness and profitability.

Tiancheng Technology: Increase Investment in 30000 Tons of Special Electronic Materials and Electronic Chemicals Project and Zhuhai R & D Center Construction Project

tiancheng science and technology (688603) announced on the evening of March 19 that the company held the seventh meeting of the second board of directors on March 18, deliberated and passed the proposal on increasing investment in electronic chemicals projects with an annual output of 30000 tons of special electronic materials and the proposal on increasing investment in Zhuhai research and development center construction projects, and agreed to increase investment by 49.4311 million yuan in electronic chemicals projects with an annual output of 30000 tons of special electronic materials, the total investment was adjusted to 0.249 billion yuan; it was agreed to increase the investment in Zhuhai R & D center construction project by 52.6767 million yuan, and the total investment was adjusted to 0.103 billion yuan.

Omar Electric: wholly-owned subsidiary plans to invest 0.153 billion yuan to build a new supporting factory building

Omar Electric (002668) announced on the evening of March 19 that TCL Household Appliances (Hefei) Co., Ltd. (hereinafter referred to as "Hefei Household Appliances"), a wholly-owned subsidiary of the company, plans to invest 0.153 billion yuan to build a new supporting factory. It is expected to increase refrigerator production capacity by 790000 units/year and washing machine production capacity by 1.42 million units/year after completion. On the same day, it was announced that the net profit attributable to shareholders of listed companies was 0.787 billion yuan in 2023, up 69.37 (after adjustment).

Tianqi lithium industry: to set up a joint venture company to build 220kV power transmission and transformation project

Tianqi lithium industry (002466) announced on the evening of March 19 that the holding subsidiary sheng he lithium industry and sowei and huirong mining signed and completed the "cooperation agreement on the joint construction and sharing of 220kV power transmission and transformation project in methylka mining area" in Chengdu. The three parties intend to jointly fund the establishment of a joint venture company, and the joint venture company will fund the construction of a 220kV power transmission and transformation project to meet the electricity demand of all parties. The registered capital of the three-party joint venture is 0.3 billion yuan. Shenghe Lithium, Snowward and Huirong Mining intend to contribute 0.1 billion yuan respectively in currency to subscribe for 33.33 per cent of the shares of the three-party joint venture.

[Other]

Aixu shares: subsidiaries received a total of 0.52 billion yuan of government subsidies related to income

Aixu shares (600732) announced on the evening of March 19 that Zhejiang Aixu, a wholly-owned subsidiary of the company, received a government subsidy fund of 0.47 billion yuan related to income on March 18, accounting for 20.19 of the company's audited net profit attributable to shareholders of listed companies in 2022. Shandong Aixu, a wholly-owned subsidiary, received a government subsidy fund of 50 million yuan related to income on March 19, the proportion of the company's audited net profit attributable to shareholders of listed companies in 2022 was 2.15. A total of 0.52 billion yuan of government subsidy funds related to income were received.

Glimmer: The holding subsidiary and Dongfeng Passenger Cars signed a strategic cooperation agreement to build a green industry chain for the entire life cycle of power batteries

Glimmer (002340) announced on the evening of March 19 that the company's holding subsidiary Power Regeneration and Dongfeng Passenger Vehicle, a wholly-owned subsidiary of Dongfeng Motor Group Co., Ltd., jointly signed the "About the construction of power batteries" on March 19, 2024. The strategic cooperation agreement of the whole life cycle green industrial chain ", the two parties decided to combine their respective advantages to realize the whole life cycle value chain system of recycling, recycling and remanufacturing of used power batteries, form a green industrial chain of the whole life cycle of new energy, including the complete green recycling of power batteries and their waste, the recycling of nickel-cobalt-lithium resources, the recycling of battery materials, the cascade utilization of power batteries and the remanufacturing of batteries, and fundamentally eliminate the pollution of power batteries to the society and the complete recycling of nickel-cobalt-lithium and other valuable resources, guide automobile manufacturing plants, battery recycling plants, material manufacturing plants, and battery manufacturing plants to jointly realize the directional cycle from the green end of scrap to the green product end, and jointly create a global competitive green supply chain and value chain to achieve economic and environmental benefits Coordinated development.

Yueyang (Golden Kirin Analyst) Forest Paper: Subsidiary Signed "Yongxin County Forestry Carbon Sink Resources Cooperative Development Project Contract"

Yueyang Forest Paper (600963) announced on the evening of March 19 that on March 17, Chengtong Carbon Sequestration, a wholly-owned subsidiary of the company, and Yongxin County Liangshan Resources Holding Co., Ltd. signed the "Yongxin County Forestry Carbon Sequestration Resources Cooperative Development Project Contract", which belongs to the daily operation contract of Chengtong Carbon Sequestration. Such as itemAccording to the current domestic carbon trading price, it is expected that the net profit will be at least 20 million yuan within the cooperation period, which will have a positive impact on the company's annual operating performance.

Jiulian Technology: Signed Cooperation Framework Agreement with China Academy of Information and Communications Technology

Jiulian Technology (688609) announced on the evening of March 19 that the company and the China Academy of Information and Communications Technology recently reached a cooperation intention and signed a "Cooperation Framework Agreement". The two sides agreed to cooperate in the digital security service platform project and jointly build a digital security service platform, based on the platform, it provides government agencies, institutions and state-owned enterprises (including state-owned shareholding enterprises) with digital security services under business scenarios such as instant messaging, audio and video calls, audio and video conferences, mail, and OA involved in government affairs.

Shanghai Pharmaceutical: Elects Yang Qiuhua as Chairman of the Company

Shanghai Pharmaceutical (601607) announced on the evening of March 19 that the company held an extraordinary general meeting of shareholders on March 19, 2024, deliberated and passed the proposal on electing the executive director of the eighth board of directors, and agreed to elect Yang Qiuhua as the executive director of the eighth board of directors of the company until the expiration of the eighth board of directors. On the same day, the company held a meeting of the board of directors, deliberated and passed the proposal on selecting the chairman of the eighth board of directors, and agreed that Yang Qiuhua would serve as the chairman of the eighth board of directors of the company until the expiration of the eighth board of directors.

China Media Holdings: Chairman Zhang Jianqiu Resigns Due to Organization Transfer

China Media Holdings (000607) announced on the evening of March 19 that Zhang Jianqiu, chairman of the company, resigned as chairman, director and member of the audit committee due to organizational transfer.

Dima shares: Chairman Huang Lijin applies for resignation for personal reasons

Dima shares (600565) announced on the evening of March 19 that Huang Lijin, chairman of the board of directors, applied for personal reasons to resign from the position of chairman and legal representative, director and member of the audit committee of the board of directors, as well as the chairman and legal representative of the subsidiary company and other positions, after resignation, he will no longer hold any position in the company and its subsidiaries.

Sino-Thai Chemical: The company was filed by the China Securities Regulatory Commission for suspected violation of the letter

Zhongtai Chemical (002092) announced on the evening of March 19 that the company recently received a notice of filing a case issued by the China Securities Regulatory Commission. Due to suspected violations of information disclosure, the China Securities Regulatory Commission decided to file a case against the company in accordance with relevant laws and regulations.

Baotailong: wholly-owned subsidiary obtained the qualification certificate of inspection and testing institution

Baotailong (601011) announced on the evening of March 19 that recently, Heilongjiang Baotailong Inspection and Testing Co., Ltd., a wholly-owned subsidiary of the company, received the qualification certificate of inspection and testing institutions issued by Heilongjiang Provincial Market Supervision and Administration Bureau.

Haichuan intelligence: holding subsidiary through high-tech enterprise identification

Haichuan Intelligent (300720) announced on the evening of March 19 that its holding subsidiary Haichuan Intelligent Instrument recently received the "High-tech Enterprise Certificate" jointly issued by the Guangdong Provincial Department of Science and Technology, the Guangdong Provincial Department of Finance and the Guangdong Provincial Taxation Bureau of the State Administration of Taxation. The certificate was issued on December 28, 2023, valid for three years. This is the first time that Haichuan intelligent instrument has been recognized as a high-tech enterprise.

Laimei Pharmaceutical: Omeprazole Magnesium Enteric-coated Tablets Obtains Drug Registration Certificate

Laimei Pharmaceutical (300006) announced on the evening of March 19 that the company had received the drug registration certificate of omeprazole magnesium enteric-coated tablets with a specification of 20mg approved and issued by the State Food and Drug Administration. Omeprazole magnesium enteric-coated tablets are clinically used for the treatment of esophagitis, duodenal ulcer and other diseases.

beilu pharmaceutical: gadolinium betamine injection through consistency evaluation

Beilu Pharmaceutical (300016) announced on the evening of March 19 that the company received the "Notice of Approval for Drug Supplement Application" issued by the State Drug Administration on gadolinium beglumine injection. gadolinium beumine injection passed the evaluation of the consistency of quality and efficacy of generic drugs. Gadolinium meglumine injection is a paramagnetic contrast agent suitable for diagnostic magnetic resonance imaging (MRI) of the liver, central nervous system and blood vessels.