[Hot spot]

Huanxu Electronics: The earthquake did not adversely affect the company's production and operation

Huanxu Electronics (601231) announced on the evening of April 3 that at 7:58 on April 3, a magnitude 7.3 earthquake occurred in the waters of Hualien County, Taiwan, China. Aftershocks followed in Hualien County and its waters. The company's Taiwan subsidiary is located in Nantou County, adjacent to Hualien County to the east, the earthquake is strong. The company launched the emergency plan at the first time of the earthquake. It has been verified that no personnel were injured in the earthquake, and the equipment has a short suspension line. After verification, production has been resumed without adverse impact on production and operation.

Dingxin Communications: State Grid is investigating the company's "fuse mechanism"

Dingxin Communication (603421) issued an announcement on the company's stock trading changes on the evening of April 3, stating that as of now, the State Grid is investigating the company's "circuit breaker mechanism", and the investigation results have not yet been announced, and there is uncertainty.

Zhongchuang Logistics: The company does not involve low-altitude drone transportation logistics

Zhongchuang Logistics (603967) issued a stock trading change announcement on the evening of April 3, stating that the company is not involved in low-altitude drone transportation logistics. No other recent media reports or market rumors requiring clarification or response were identified.

Sanxiang New Material: Revenue from zirconium-based materials in solid-state batteries accounts for less than 1% of main revenue

Sanxiang New Material (603663) announced on the evening of April 3 that the company is concerned about the recent solid-state battery concept by the market attention, the company has carried out solid-state electrolyte research and development, and to provide downstream customers with relevant zirconium-based materials. The company's zirconium series materials are widely used. Zirconium-based materials in the solid-state battery field are subdivided applications in the downstream of the company's zirconium series products. The company and its downstream customers are still in the stage of product sample delivery, testing and optimization, and large-scale sales have not yet formed. The business income in this field accounts for a small proportion of the company's main income, which is expected to account for less than 1%, and has limited impact on the company's short-term performance.

Li Yuanheng: up to now, the revenue recognized with Qingtao Energy is relatively small

Li Yuanheng (688499) issued a stock trading change announcement on the evening of April 3, stating that the company is mainly engaged in the research and development, production and sales of high-end intelligent manufacturing equipment, and provides high-end equipment and smart factory solutions for well-known domestic and foreign companies in the new energy field. The company signed a strategic agreement with Qingtao Energy in July 2022, agreeing to carry out comprehensive cooperation in the field of new energy. Since 2022, the company has successively provided Qingtao Energy with equipment such as core assembly line, component capacity, laser die-splitting machine, laser welding machine, etc. The main equipment has been delivered and some have been accepted. Up to now, the revenue recognized by the company and Qingtao Energy accounts for about 2% of the operating income in 2022, which is relatively small. At present, it has no significant impact on the company's operating performance, and the business of both parties is advancing normally.

[Change in equity]

four-way shares: the controlling shareholder is to be changed to Huang Jianping. the actual controller will remain unchanged

Sitong shares (603838) announced on the evening of April 3 that the company's controlling shareholder Guangdong Weide Industrial Investment Co., Ltd. (referred to as "Weide Industrial") intends to hold 64.847 million shares of the company (accounting for 20.26 of the company's total share capital) All transferred to Huang Jianping. The transfer price per share is 6.25 yuan, and the total price is 0.405 billion yuan. The change in equity is a transfer of shares under the same control and does not touch on a tender offer. After this equity change, the actual controller of the company will not change, but the controlling shareholder of the company will be changed from Weide Industrial to Huang Jianping.

aurora australis: pan lianxing, one of the actual controllers, plans to transfer 5.01% of the company's shares

Aurora Aurora (300940) announced on the evening of April 3 that Pan Lianxing, the controlling shareholder and one of the actual controllers of the company, intends to transfer 11.15 million shares of the company's unrestricted tradable shares (accounting for 5.01 of the company's total share capital) to Jinfuyuan (Hainan) Private Equity Management Partnership (Limited Partnership)-Jinfuyuan No. 5 Private Equity Investment Fund (hereinafter referred to as "Jinfuyuan No. 5 Fund"). The transfer price is 13.2 yuan/share, with a total price of 0.147 billion yuan. After the transfer, Pan Lianxing holds 17.51 percent of the company's shares and Jin Fuyuan No. 5 Fund holds 5.01 percent, becoming a shareholder of more than 5 percent of the company's shares. This change in equity will not lead to changes in the company's controlling shareholders and actual controllers.

[M & A]

zhuochuang information: plans to acquire more than 51% equity of Wuxi company

Zhuochuang Information (301299) announced on the evening of April 3 that the company signed a letter of intent to acquire more than 51% of the shares of Wuxi out-of-class Information Technology Development Co., Ltd. (hereinafter referred to as "Wuxi out-of-class") in cash. Wuxi is committed to providing one-stop services such as bulk commodity information, data, advertising, trading and supply chain based on non-ferrous metals, ferrous metals, waste non-ferrous metals, waste steel and new energy lithium batteries, which is highly compatible with the company's existing main business. The smooth implementation of such an equity acquisition will help deepen the company's layout in the field of commodity information services.

Refinancing

Valin Seiko: Termination of A- share Issuance to Specific Objects

Valin Seiko (603356) announced on the evening of April 3 that since the disclosure of the company's plan to issue shares to specific targets in 2023, the company has been actively promoting various work, taking into account many factors such as changes in the current capital market situation, the company's development plan and the macro and micro environment of the capital market. After full communication and careful analysis by all parties concerned, the company decided to terminate the issuance of A- shares to specific targets, and apply to the SSE to withdraw the relevant application documents.

[Operating results]

notai biology: net profit in the first quarter increased by 161.74 to 233.13% year on year

Nuotai Bio (688076) released a performance forecast on the evening of April 3. It is estimated that the company's net profit in the first quarter of 2024 will be 55 million yuan to 70 million yuan, an increase of 161.74 to 233.13 percent year-on-year.

east sunshine: net profit in the first quarter increased by 44.72 to 67.57% year on year

Dongyang Sunshine (600673) released its performance forecast on the evening of April 3. It is expected to achieve a net profit of 95 million yuan to 0.11 billion yuan in the first quarter of 2024, a year-on-year increase of 44.72 to 67.57. During the reporting period, with the official landing of the third-generation refrigerant quota scheme, the supply and demand pattern of the third-generation refrigerant has been fundamentally reversed, the price of the third-generation refrigerant has risen rapidly, and the company's refrigerant business profits have increased significantly. In addition, with the recovery of the consumer electronics industry, the company's electronic components sector capacity utilization rate increased significantly year-on-year.

dongxing securities: net profit in 2023 increased by 58.5 year on year, with 10 yuan to be distributed in 1.02

Dongxing Securities (601198) disclosed its annual report on the evening of April 3. In 2023, it achieved operating income of 4.735 billion billion yuan, a year-on-year increase of 38.08; net profit of 0.82 billion billion yuan, a year-on-year increase of 58.5; basic earnings per share of 0.25 yuan. The Company intends to pay a dividend of 1.02 yuan (including tax) per 10 shares.

Dongbei Group: Net Profit Increase 32.67 Year-on-Year in 2023 to Send 10 2 yuan

Dongbei Group (601956) disclosed its annual report on the evening of April 3. In 2023, it achieved operating income of 5.904 billion billion yuan, a year-on-year increase of 10.45; net profit of 0.188 billion billion yuan, a year-on-year increase of 32.67; basic earnings per share of 0.31 yuan. The Company intends to pay a cash dividend of 2 yuan (including tax) for every 10 shares.

clear water source: net profit in 2023 increased by 7.74 year on year. it is proposed to send 10 0.43 yuan

Bishuiyuan (300070) released its annual report on the evening of April 3, achieving operating income of 8.953 billion billion yuan in 2023, an increase of 3.03 percent over the same period last year; net profit of 0.765 billion billion yuan, an increase of 7.74 percent over the same period last year; and basic earnings per share of 0.21 yuan. The Company intends to pay a dividend of 0.43 yuan (including tax) per 10 shares.

huijia era: 2023 net profit 0.162 billion yuan year-on-year turnaround 10 2.56 yuan

Huijia Times (603101) released its annual report on the evening of April 3. In 2023, it achieved operating income of 2.494 billion billion yuan, a year-on-year increase of 30.76; net profit of 0.162 billion billion yuan, a year-on-year turnaround, and a loss of 0.157 billion yuan in the same period last year. The Company intends to pay a cash dividend of 0.256 yuan (including tax) per share.

Yueyang forest paper: 2023 net profit loss 0.238 billion yuan year-on-year loss

Yueyang Forest Paper (600963) released its annual report on the evening of April 3, achieving operating income of 8.641 billion yuan in 2023, a year-on-year decrease of 11.66; net profit loss of 0.238 billion yuan, year-on-year loss, and net profit of 0.616 billion yuan in the same period last year.

Yutong Bus: March Sales of 3549 Vehicles Up 48.49% YoY

yutong bus (600066) announced on the evening of April 3 that the sales volume in March was 3549, up 48.49 year on year. Sales in January-March were 7731 vehicles, up 74.16 percent year-on-year. Yutong Bus also announced that the company and its subsidiaries received various government subsidies of 82.4569 million yuan from January to March. The above government subsidies affect the company's net profit attributable to shareholders of the parent company by 41.2778 million yuan.

yaxing bus: sales of 457 vehicles in March increased by 215.17 year on year

Yaxing Bus (600213) announced on the evening of April 3 that it sold 457 vehicles in March, up 215.17 percent from a year earlier. From January to March, the cumulative sales volume was 951, up 183.88 percent from a year earlier.

Guangzhou Port: Expected 2.5 YoY Increase in Cargo Throughput from January to March

Guangzhou Port (601228) announced on the evening of April 3 that in March, the company expects to complete container throughput of 2.123 million TEUs, up 6.1 percent year-on-year, and cargo throughput of 47.646 million tons, up 1.4 percent year-on-year. From January to March, the company expects to complete container throughput of 5.797 million TEUs, an increase of 9.7 percent over the same period last year, and cargo throughput of 0.131 billion tons, an increase of 2.5 percent over the same period last year. At the same time, Guangzhou Port announced that Li Yibo applied to resign as director and chairman of the company for personal reasons. After his resignation, Li Yibo did not hold other positions in the company and the company's holding subsidiaries. Huang Bo, vice chairman of the company, will perform the duties of chairman of the company on his behalf.

China's nuclear power: cumulative power generation in the first quarter increased by 2.8 YoY

China Nuclear Power (601985) announced on the evening of April 3 that as of March 31, 2024, the company's nuclear power holding 25 units in operation, with an installed capacity of 23.75 million kilowatts; holding 15 units under construction and approved to be built, with an installed capacity of 17.565 million kilowatts, The total installed capacity of nuclear power is 41.315 million kilowatts. The company's new energy holdings in the operation of the installed capacity of 21.3406 million kilowatts. The company's cumulative power generation in the first quarter of 2024 was 51.09 billion kWh, an increase of 2.80 percent over the same period last year; the cumulative power consumption on the Internet was 48.177 billion kWh, an increase of 3.02 percent over the same period last year.

western animal husbandry: 2988.52 tons of self-produced fresh milk in March decreased by 4.25 year on year

western animal husbandry (300106) announced on the evening of April 3 that 2988.52 tons of self-produced fresh milk were produced in March, down 4.46 percent from the previous month and 4.25 percent from the previous year.

Vanke A: March 2024 contract sales amount 24.51 billion yuan

Vanke A(000002) 3 April eveningAnnounced that in March 2024, the company realized a contract sales area of 1.656 million square meters and a contract sales amount of 24.51 billion yuan; from January to March 2024, the company realized a total contract sales area of 3.911 million square meters and a contract sales amount of 57.98 billion yuan. Since the disclosure of the February 2024 sales briefing, the company has no new development, logistics real estate projects.

[Increase or decrease]

Baibang Technology: Director Chen Jin intends to reduce his stake in the company by no more than 0.25

Baibang Technology (300736) announced on the evening of April 3 that Chen Jin, a director holding 1.02 of the company's shares, plans to reduce the company's shares by no more than 320600 shares (accounting for 0.25 of the company's total share capital) through block trading or centralized bidding.

founder securities: China Cinda plans to reduce its stake in the company by no more than 1%

Founder Securities (601901) announced on the evening of April 3 that China Cinda Asset Management Co., Ltd. (hereinafter referred to as "China Cinda"), a 7.62 shareholder of the company, plans to reduce the company's shares by no more than 82.321 million shares, accounting for about 1% of the company's total share capital, within 3 months after 15 trading days.

kaisai biology: Tianjin stone and concerted parties plan to reduce their shares by no more than 2%

Kaisai Biology (688065) announced on the evening of April 3 that the company's shareholders Tianjin Sitong and the persons acting in concert Seasource plan to reduce their holdings of the company's shares by no more than 2%, that is, no more than 11.6676 million shares, through block trading.

Yongxin Optics: Jiamao Information Plans to Reduce Its Shares by No More than 0.27

Yongxin Optics (603297) announced on the evening of April 3 that Jiamao Information Technology Co., Ltd. ("Jiamao Information"), a shareholder holding about 866400 shares of the company, plans to reduce its holdings through centralized bidding and block transactions. The company's shares do not exceed 300000 shares, accounting for 0.27 of the company's total share capital.

spring snow food: several shareholders plan to reduce their shares by no more than 5.454

Chunxue Food (605567) announced on the evening of April 3 that 45 natural person shareholders such as Liu Guixian and Yantai Tianzi Chunxue Equity Investment Center (limited partnership) intend to reduce their total shares of the company by no more than 5.454.

[The winning contract]

vast depth: pre-bid for China mobile fixed network export acquisition and analysis equipment collection project

vast depth (688292) announced on the evening of April 3 that the company recently China mobile was recommended as the winning candidate in the centralized procurement of bid package 1 and bid package 2 for fixed-line export collection and analysis equipment from 2023 to 2024, with the estimated total winning amount of about 0.113 billion yuan (excluding tax).

Taiji Industry: Subsidiaries jointly won the 9.881 billion yuan project

Tai Chi Industry (600667) announced on the evening of April 3 that the company's subsidiary Information Industry Electronics Eleventh Design and Research Institute Technology Engineering Co., Ltd. (referred to as "Eleventh Technology") and Shanghai Construction Engineering Fourth Construction Group Co., Ltd. The consortium won the bid for the construction project of Kangqiao Phase II integrated circuit production line plant and supporting facilities, with a winning price of 9.881 billion yuan. According to the division of labor agreed in the Consortium Bid Agreement, it is estimated that the workload of the Eleven Technology Contract will account for 50.71 percent, with a corresponding amount of approximately $0.501 billion.

[Other]

bi shares: to invest in the construction of 7 million sets of kitchen appliance factory in Thailand

biyi shares (603215) announced on the evening of April 3 that the company plans to invest in Thailand fuhaoda (hong kong fuyi holds 10% and Singapore lietong holds 90%) through its wholly-owned subsidiaries hong kong fuyi and Singapore lietong (hong kong fuyi holds 100). Thailand fuhaoda plans to invest in the construction of Thailand's 7 million kitchen appliance factory with an estimated total investment of us $50 million, it is mainly used for the production and manufacture of air fryers, coffee machines and other new extension categories of small household appliances in the future. At the same time, in accordance with the requirements of the local authorities in Thailand for overseas investment, the Company intends to increase the capital of Thailand's Fuhaoda by US $10 million through Hong Kong Fuyi and Singapore Lidatong, which will be included in the registered capital of Thailand Fuhaoda.

Wanhua Chemical: Fujian Industrial Park Plant Resumed Production

wanhua chemical (600309) announced on the evening of April 3 that the 400000-ton/year MDI unit, 250000-ton/year TDI unit, 400000-ton/year PVC unit and related supporting units in Fujian industrial park began to stop production for overhaul on March 4. so far, the shutdown for overhaul of the above units has been completed and normal production has resumed.

CNOOC Services: Middle East Customers Suspend Operations on 4 Drilling Platforms

CNOOC (601808) announced on the evening of April 3 that in October 2022, the company disclosed that it had signed a number of long-term contracts for drilling platform services in the Middle East. A few days ago, the company suddenly received a notice from the customer in the Middle East to suspend the operation of four drilling platforms. The company is discussing with the customer the specific suspension execution time, follow-up arrangements and corresponding solutions. During the suspension period, the company will actively look for suitable market opportunities. The suspension of the operation has had a certain impact on the company's original business expectations in the Middle East region, and the specific impact is still under further evaluation.

ziyan food: no more than 30 million yuan to participate in food equity investment fund

Ziyan Food (603057) announced on the evening of April 3 that the company and Shenzhen Tiantu Capital Management Center (Limited Partnership) signed a "Strategic Cooperation Framework Agreement" to jointly launch a food equity investment fund, and the company intends to contribute no more than 30 million yuan.

Hainan Airport: Subsidiary intends to jointly increase capital with HNA Holdings Hainan Nongyuan

Hainan Airport (600515) announced on the evening of April 3 that the company's wholly-owned subsidiary, Island Airport, intends to jointly increase the capital of Hainan Nongyuan Investment Co., Ltd. (referred to as "Hainan Nongyuan"), a wholly-owned subsidiary of HNA Holdings. Among them, Island Linkong intends to increase its wholly-owned subsidiary Hainan Airlines Liang 100% equity after evaluation of the net value of 0.293 billion yuan to Hainan Nongyuan, HNA Holdings intends to its wholly-owned subsidiary Fushun Investment 100% equity after evaluation of the net value of 1.03 billion yuan and 0.677 billion yuan in cash to Hainan Nongyuan paid and increased capital. Upon completion of the capital increase, Island Linkong is expected to acquire a 14.662 per cent stake in Hainan Nongyuan and HNA Holdings is expected to acquire a 85.338 per cent stake in Hainan Nongyuan. Through this equity cooperation, it is conducive to strengthening the business cooperation between Hainan Airport and HNA Holdings. After the completion of the transaction, the Company will increase its equity investment assets in Hainan Nongyuan, and Hainan Airlines will no longer be a consolidated subsidiary of the Company, which will help the Company to focus more on the investment, operation and management business of Hainan Free Trade Port Airport and continue to optimize its asset and liability structure.

Changhai shares: plans to invest 80 million yuan to jointly set up an industrial fund

Changhai Co., Ltd. (300196) announced on the evening of April 3 that the company intends to jointly invest as a limited partner and professional investment institutions to establish Changzhou Changjin New Materials Venture Capital Center (limited partnership). The size of the fund is 0.2 billion yuan, and the company intends to contribute 80 million yuan, accounting for 40% of the total contribution of the partnership. The funds of the fund need to be invested in new materials, green buildings, medical service materials, high-end manufacturing, glass fiber upstream and downstream, new energy vehicles and related industries in the upstream and downstream industrial chain.