[Hotspot Focus]

Li yuanheng (688499.SH): up to now, the revenue recognized by the company and qingtao energy accounts for about 2% of the operating revenue in 2022

Li Yuanheng (688499.SH) announced the abnormal fluctuation of stock trading. The company is mainly engaged in the research and development, production and sales of high-end intelligent manufacturing equipment, mainly providing high-end equipment and intelligent factory solutions for well-known enterprises in the field of new energy at home and abroad. The company signed a strategic agreement with Qingtao (Kunshan) Energy Development Co., Ltd. ("Qingtao Energy") in July 2022, agreeing to carry out comprehensive cooperation in the field of new energy based on the technical and market advantages of both parties in their respective fields. 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.

sanxiang new materials (603663.SH): zirconium-based materials business accounts for a small proportion of the company's main income, which is expected to account for less than 1%

Sanxiang New Material (603663.SH) announced the stock trading risk warning announcement, the company is concerned about the recent solid-state battery concept by the market attention is high, the company has carried out solid 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.

lianming shares (603006.SH): no millet cars among the company's customers

Lianming shares (603006.SH) announced the abnormal fluctuation of stock trading announcement, the company's main business is auto body parts business and supply chain integrated services business, not involved in robot parts products, the company's customers do not have millet cars. The company's body parts business is mainly for the development, production and sales of body parts. The company's body parts products mainly refer to the stamping and welding assembly parts that make up the car body-in-white, including wheel cover assembly, column assembly, sunroof frame assembly, rear end plate assembly, garment plate assembly, taillight bracket assembly, side wall assembly and middle channel assembly. The company's supply chain comprehensive service business mainly includes supply chain management service, packaging appliance business and cold chain logistics business. It mainly provides customers with third-party supply chain comprehensive services such as data analysis, information management, distribution management, warehousing and distribution, and auto parts packaging. At present, the specific business mainly includes circular logistics appliance management business, VMI(Vendor Managed Inventory, supplier managed inventory), entry logistics business, packaging appliance business, cold chain business, etc.

Zhongchuang Logistics (603967.SH): does not involve low-altitude UAV transportation logistics

Zhongchuang Logistics (603967.SH) announced abnormal fluctuations in stock trading, the company does not involve low-altitude drone transport logistics. No other recent media reports or market rumors requiring clarification or response were identified.

[Investment project]

bi shares (603215.SH): plans to invest us $50 million in Thailand's annual output of 7 million kitchen appliance factories

Biyi shares (603215.SH) announced that in order to further enhance the company's comprehensive competitiveness and enhance the influence of Chinese enterprises in the world, the company, through its subsidiaries Fuyi Group Co., Ltd. (the company is 100 percent controlled, hereinafter referred to as "Hong Kong Fuyi") and Singapore Lidatong Holdings Co., Ltd. (Hong Kong Fuyi is 100 percent controlled, hereinafter referred to as "Singapore Lidatong") to invest in Fuhaoda (Thailand) Co., Ltd. (hereinafter referred to as "Thailand Fuhaoda"), plans to invest by Thailand Fuhaoda to build Thailand's annual output of 7 million sets of kitchen appliance factory project. The project is expected to contribute 7 million sets of overseas production capacity reserves after reaching production capacity, mainly for the production and manufacture of air fryers, coffee machines and other new 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 will increase the capital of Thailand's Fuhaoda through Hong Kong Fuyi and Singapore's Lida, with an increase of US $10 million, which will be included in the registered capital of Thailand's Fuhaoda and submitted to the board of directors for consideration together with the construction of this project.

[Contract winning]

tai chi industry (600667.SH): the consortium won the bid for the construction project of Kangqiao phase ii integrated circuit production line plant and supporting facilities

Taiji Industry (600667.SH) announced that its subsidiary Information Industry Electronics 11th Design and Research Institute Science and Technology Engineering Co., Ltd. and Shanghai Construction Engineering Fourth Construction Group Co., Ltd. formed a consortium to participate in the bidding for the construction project of Kangqiao Phase II integrated circuit production line plant and supporting facilities. According to the "Announcement of the Bid Winning Results of Kangqiao Phase II Integrated Circuit Production Line Plant and Supporting Facilities Construction Project" issued by the Shanghai Public Resources Trading Center on April 2, 2024, the consortium composed of Eleven Technology and Shanghai Fourth Construction is the winning bidder. 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 $5,010.620146 million. The above amount is only a preliminary estimate, and the final actual amount is subject to the formal contract signed.

vast depth (688292.SH): pre-bid 0.113 billion yuan China mobile related projects

vast depth (688292.SH) announced that it was recently recommended as the winning candidate in the project of centralized procurement of bid package 1 and bid package 2 for fixed-line export collection and analysis equipment of China mobile communications group co., ltd. from 2023 to 2024, with an estimated total winning amount of about 112.9375 million yuan.

[ Equity Acquisition]

zhuochuang information (301299.SZ): plans to acquire more than 51% equity of Wuxi class

Zhuochuang Information (301299.SZ) announced on April 3, 2024, shandong Zhuochuang Information Co., Ltd. (hereinafter referred to as "the Company" or "Party A") and Wuxi Outbound Information Technology Development Co., Ltd. (hereinafter referred to as "Wuxi Outbound" or "Target Company" or "Party C") and their shareholders Wen Yu, Wen Feng, Jiang Bo and Liang Bingxin signed the Letter of Intent for Equity Acquisition on the matter of intending to acquire more than 51% equity of the Target Company in cash.

[ performance data ]

dongbei group (601956.SH): net profit in 2023 increased by 32.67 year on year. 10 shares of 2 yuan

Dongbei Group (601956.SH) announced its 2023 annual report, with operating income of 5.9 billion yuan, up 10.45 percent year-on-year, net profit of 0.188 billion yuan, up 32.67 percent year-on-year, non-net profit of 0.147 billion yuan, up 55.91 percent year-on-year, and basic earnings per share of 0.3063 yuan. A cash dividend of RMB 2 per 10 shares will be distributed to all shareholders.

Nuotai Biology (688076.SH): Expected First Quarter Net Profit to Increase 161.74 to 233.13% YoY

Nuotai Biology (688076.SH) announced that according to preliminary calculations by the financial department, the company's net profit attributable to the owner of the parent company in the first quarter of 2024 was 55 million yuan to 70 million yuan, an increase of 33.9871 million yuan to 48.9871 million yuan compared with the same period last year (statutory disclosure data), an increase of 161.74 to 233.13. It is estimated that the net profit after deducting non recurring profit and loss attributable to the owners of the parent company in the first quarter of 2024 will be 55 million yuan to 70 million yuan, which will increase by 31.6174 million yuan to 46.6174 million yuan compared with the same period of last year (statutory disclosure data), and 135.22 to 199.37 percent year on year.

[Repo]

germany nano (300769.SZ): accumulated cost 39.969 million yuan to buy back 0.317 shares

German nano (300769.SZ) announced that as of March 31, 2024, the company had repurchased 885,060 shares of the company through centralized bidding through the trading system of Shenzhen stock exchange, accounting for 0.3170 of the company's current total share capital. the highest transaction price was 60.20 yuan/share, the lowest transaction price was 40.00 yuan/share, and the total transaction amount was 39,969,423.80 yuan (excluding transaction fees such as transaction commission).

bishuiyuan (300070.SZ): net profit in 2023 increased by 7.74 to 0.765 billion yuan. 0.43 yuan

Bishuiyuan (300070.SZ) released its 2023 annual report. In 2023, the company achieved operating income of 8.953 billion yuan, up 3.03 percent from the same period last year. Net profit attributable to shareholders of listed companies was 0.765 billion yuan, up 7.74 percent from the same period last year. Net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 0.4196 billion yuan, down 6.83 percent from the same period last year. Basic earnings per share are 0.211 yuan; it is proposed to pay a cash dividend of 0.43 yuan (including tax) to all shareholders for every 10 shares.

huazhiye (300755.SZ): it cost about 0.15 billion yuan to buy back 2.183 shares

Huazhi Liquor Company (300755.SZ) announced that as of April 3, 2024, the company has repurchased 9,098,096 shares of the company through a centralized bidding transaction through a special securities account for share repurchase, accounting for 2.183 of the company's current total share capital.%, the highest transaction price is 18.05 yuan/share, the lowest transaction price is 14.04 yuan/share, and the total transaction amount is RMB 0.15 billion (excluding transaction costs). The repurchase program has been implemented and the actual time zone for the repurchase of shares has been completed.The period is from January 15, 2024 to April 3, 2024.

[increase or decrease]

aikodi (600933.SH): controlling shareholder aikodi investment increased its shares by 53.4567 million yuan

Aikodi (600933.SH) announced that from January 24, 2024 to April 2, 2024, the company's controlling shareholder Aikodi Investment increased its holdings of 2.7742 million shares of the company through the centralized bidding trading system of the Shanghai Stock Exchange, accounting for 0.31 of the company's current total share capital. The increase amount is RMB 53.4567 million, which has exceeded 50% of the lower limit of the amount range of RMB 100 million. The plan has not yet been completed, the main body will continue to increase its holdings in accordance with the plan, during the implementation of the plan to increase holdings of the company's shares.

kaisai biology (688065.SH): shareholders Tianjin stone and concerted parties plan to reduce their total shares by no more than 2% in bulk transactions

kaisai biology (688065.SH) announced that according to its own capital demand, the company's shareholder Tianjin stone and the concerted action person Seasource plan to reduce the company's shares through bulk trading three trading days from the date of disclosure of this reduction announcement, that is, three months from April 11, 2024, by no more than 2% (I .e. 11,667,560 shares) of the total number of shares of the company, of which: Tianjin stone's bulk trading reduction shall not exceed 11,167,560 shares, the reduction shall not exceed 1.914 per cent of the total number of shares of the Company; the reduction shall not exceed 500,000 shares Seasource block transactions, and the reduction shall not exceed 0.086 per cent of the total number of shares of the Company.

founder securities (601901.SH): China Cinda plans to reduce its stake by no more than 1%

Founder Securities (601901.SH) announced that due to the company's business needs, China Cinda plans to reduce the company's shares by centralized bidding by no more than 82.321 million shares, accounting for about 1.00 of the company's total share capital, within three months after 15 trading days from the date of this announcement, that is, from April 29, 2024 to July 28, 2024.

[Other]

Guangzhou port (601228.SH): expected cargo throughput of 47.646 million tons in March increased by 1.4 year on year

Guangzhou Port (601228.SH) announced that in March 2024, Guangzhou Port Co., Ltd. is expected to complete a container throughput of 2.123 million TEUs, an increase of 6.1 percent over the same period last year, and a cargo throughput of 47.646 million tons, an increase of 1.4 percent over the same period last year. From January to March 2024, 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 130.552 million tons, an increase of 2.5 percent over the same period last year.

western animal husbandry (300106.SZ): 2988.52 tons of self-produced fresh milk production in March decreased 4.25 year on year

Western Animal Husbandry (300106.SZ) announced that the production of self-produced fresh milk in March 2024 was 2988.52 tons, down 4.25 percent year on year.