[Hot spot]

huaming intelligence: Beijing juli technology has not participated in the major demonstration project of "car road cloud" integration in Wuhan, Hubei province

Huaming Intelligence (300462) issued an announcement on abnormal stock trading fluctuations on the evening of June 18, stating that the company has noticed that public media have recently reported that the major demonstration project of "Che Lu Yun" integration in Wuhan, Hubei Province has been approved by the Municipal Development and Reform Commission. Affected by this information, the abnormal fluctuations in the company's stock trading may have a greater impact. After verification, the company's wholly-owned subsidiary Beijing Joli Technology Co., Ltd. is currently not involved in the project.

Science and Technology Optics: At present, the intelligent pavement system of Science and Technology Optics has little impact on the company's short-term earnings and profits

science and technology optical science (300557) issued a notice on the evening of June 18 on abnormal fluctuations in stock trading, saying that the company was concerned that some media, stock bars and other platforms had discussions on the company's business involving related hot concepts such as vehicle, road and cloud integration and intelligent transportation. The company is one of the major providers of optical fiber sensing safety monitoring system products in China. In addition to traditional oil tanks, tunnel fire alarm system products, perimeter security and structural monitoring products, the company has formed typical solutions such as rail transit full-time and full-area safety monitoring system, expressway intelligent pavement system, long-distance pipeline safety monitoring and early warning system, intelligent perimeter intrusion alarm system and large bridge structure health and safety monitoring system based on optical fiber grating array sensing technology. At present, the intelligent road surface system of science and technology has gone out of Hubei and gradually realized demonstration application in Shandong and Anhui, which has little impact on the company's short-term earnings and profits.

Songfa shares: the current operating situation and the external environment has not changed significantly

Lianglianban Songfa Co., Ltd. (603268) disclosed the announcement of stock trading changes on the evening of June 18. After the company's self-examination: the company's current main business is ceramics, and the operating environment has not undergone major changes. The current production and operation activities are normal, and there is no Significant information that should be disclosed but not disclosed.

two-board gold overflow technology: the recent "car road cloud integration" and other related concepts have been highly concerned by the capital market attention to risk

Lianglian Jinyi Technology (002869) issued a notice on the evening of June 18 on abnormal fluctuations in stock trading, saying that Shenzhen's online approval and supervision platform for investment projects recently publicized the filing information of the company's application for the "new project of the integration of car, road and cloud". The company's filing of this project is only a pre-filing for future application of relevant subsidies. Whether the subsidy for this project can be approved by relevant state departments is still uncertain, there is also uncertainty about the extent of the future impact on the Company's performance. The company is concerned about the recent market release of "car road cloud integration" related theme industry research reports and news reports, mentioned the company involved in "car road cloud integration" related business layout. Recently, "vehicle, road and cloud integration" and other related concepts have been highly concerned by the capital market. Please make rational decisions, invest prudently and pay attention to risks.

two-link board soling shares: internal and external operating environment has not changed significantly

Lianglianban Suoling Co., Ltd. (002766) issued an announcement on abnormal stock trading fluctuations on the evening of June 18, stating that it has not found that the public media has recently reported undisclosed material information that may or has had a greater impact on the company's stock trading price; The company's disclosed operating conditions and internal and external operating environment have not undergone major changes.

[Performance]

Junhe shares: expected first-half net profit to increase 110 to 150 year-on-year

Junhe shares (603617) announced on the evening of June 18 that the company expects to achieve a net profit attributable to the owners of the parent company of 31.79 million yuan to 37.85 million yuan in the half year of 2024, an increase of 110 to 150 percent over the same period last year. The company's performance increase this time is mainly due to: the company's main household water pump products are mainly exported, the overseas market has picked up since the fourth quarter of 2023, the demand of downstream customers has continued to recover, and the company's orders in hand in the same period have returned to a historical high level, which has effectively increased the company's product production and sales volume and gross profit margin during the reporting period; at the same time, the company continues to strengthen internal management, Improve the overall operating capabilities, and actively promote the implementation of new projects, effectively supported current performance.

pran shares: from April to may, the operating income was about 0.338 billion yuan, up about 131

pran shares (688766) announced on the evening of June 18 that the company realized operating income of about 0.338 billion yuan from April to may 2024, an increase of about 131 over the same period last year. Since 2024, with the gradual recovery of the downstream market, the company's product shipments and operating income have increased significantly year-on-year. The company's total shipment volume from January to May 2024 is about 3.5 billion, double that of the same period last year. Currently, the order in hand is about 0.17 billion yuan (including tax).

biwei storage: expected first-half net profit of 0.28 billion yuan to 0.33 billion yuan year-on-year loss

Biwin Storage (688525) announced on the evening of June 18 that the net profit attributable to the owner of the parent company in the half year of 2024 is expected to be 0.28 billion yuan to 0.33 billion yuan, with a loss of 0.296 billion yuan in the same period last year. The change in the current performance is mainly due to the recovery of the industry and the significant growth of the company's business. In the first half of 2024, the company firmly grasped the upward opportunities of the industry, vigorously expanded domestic and foreign first-line customers, achieved market and business growth breakthroughs, and product sales increased significantly year-on-year. The company continues to increase R & D investment in storage solution research and development, chip design, advanced sealing and testing equipment, and the semi-annual R & D cost in 2024 is about 0.21 billion yuan, an increase of more than 170 percent over the same period last year.

yingke regeneration: net profit is expected to increase 50%-63% year-on-year in the first may

yingke regeneration (688087) announced on the evening of June 18 that according to the company's unaudited financial data, it is estimated that the cumulative operating income from January to may 2024 will be 1.1 billion -1.14 billion yuan, up 18%-22% year on year. Net profit attributable to owners of the parent company was 0.115 billion -0.125 billion yuan, up 50%-63% year on year. During the above-mentioned operating period, we actively promoted the diversified development of product forms, consumption scenarios and marketing regions, further enhanced the synergy advantages of processes, research and development and channels among major products, effectively consolidated the foundation of steady growth of overall operation, and continuously enhanced the competitive advantage of the market.

qi zhong technology: net profit is expected to increase by 62.51 in the first may compared with the same period last year

Qi Zhong Technology (688352) announced on the evening of June 18 that the company's operating conditions have continued to improve in the near future. According to preliminary calculations: from January to May 2024, the company achieved operating income of 0.774 billion yuan, an increase of about 38.91 over the same period last year.%; The net profit attributable to shareholders of the parent company was 0.138 billion yuan, an increase of about 62.51 percent over the same period last year. As of the end of May 2024, the company's undistributed profit balance was 1.147 billion yuan, an increase of about 35.56 percent over the same period last year.

overseas Chinese town a: may realize the contracted sales amount of 1.7 billion yuan

OCT A(000069) announced on the evening of June 18 that in May 2024, the company realized a contract sales area of 106000 square meters and a contract sales amount of 1.7 billion yuan. From January to May 2024, the company realized a total contract sales area of 464000 square meters, down 46% from the same period last year. The contract sales amount was 7.71 billion yuan, down 55% from the same period last year. From January to May, the company's cultural and tourism enterprises received a total of 30.3 million tourists.

[increase or decrease]

huayu mining: Qinghai rare and precious metals plans to reduce the company's shares by no more than 1%

Huayu Mining (601020) announced on the evening of June 18 that due to its own business development needs, the 10.7398 shareholder of the company, Qinghai Western Rare and Precious Metals Co., Ltd. ("Qinghai Rare and Precious Metals"), plans to reduce the number of shares of the company by no more than 7.8 million shares and no more than 1% of the company's total share capital through bulk trading or centralized bidding within 3 months after 15 trading days.

Fangyuan shares: the controlling shareholder and the actual controller voluntarily promised not to reduce the company's shares within 24 months

Fangyuan shares (688148) announced on the evening of June 18 that Luo Aiping, the controlling shareholder and actual controller of the company, and Wu Fang, the actual controller, voluntarily promised not to reduce the shares of the company directly held by them in any form within 24 months from August 6, 2024 (that is, from August 6, 2024 to August 5, 2026).

Qingshan Paper: Shareholders intend to reduce their shares by no more than 1%

Qingshan Paper (600103) announced on the evening of June 18 that the company's shareholder CITIC Construction Investment Fund-CITIC Securities-CITIC Construction Investment Fund will hold 5.00 of the company's shares in the No. 10 asset management plan, and it intends to reduce the company's shares through centralized bidding transactions. The total reduction of the company's shares shall not exceed 23.05 million shares, and the total reduction ratio shall not exceed 1% of the company's total share capital.

Haiyin shares: the controlling shareholder plans to increase the company's shares by 50 million yuan to 80 million yuan

Haiyin shares (000861) announced on the evening of June 18 that Haiyin group, the controlling shareholder of the company, intends to increase its stake in the company through centralized bidding and bulk trading, with the increase amount not less than 50 million yuan and not more than 80 million yuan. the increase plan does not set a price range.

[Repo]

survey shares: vice chairman proposes to buy back the company's shares at 20 million yuan to 35 million yuan

Kan shares (603458) announced on the evening of June 18 that the company's vice chairman, Qi Guirong, proposed that the company use its own funds to repurchase shares through centralized bidding transactions. All the repurchased shares will be canceled to reduce the registered capital. The total amount of repurchase funds shall not be less than 20 million yuan and not more than 35 million yuan.

Hailiang shares: to repurchase shares of the company from 0.15 billion yuan to 0.25 billion yuan

Hailiang shares (002203) announced on the evening of June 18 that it plans to use its own funds to buy back the company's shares at 0.15 billion -0.25 billion yuan, which will be used to implement equity incentive or employee stock ownership plan. The repurchase price shall not exceed 13.07 yuan/share.

Haixin Food: Proposed 25 million yuan -50 million yuan Share Repurchase

Haixin Food (002702) announced on the evening of June 18 that it intends to use the company's own funds to repurchase the company's shares in a centralized bidding transaction for equity incentives or employee stock ownership plans. The total amount of funds to be repurchased shall not be less than 25 million yuan and shall not exceed 50 million yuan. The maximum price of the repurchased shares is 6. 22 yuan/share.

[Contract winning]

hengshang energy saving: winning the bid for the 0.173 billion yuan project

hengshang energy saving (603137) announced on the evening of June 18 that the company won the bid for the facade curtain wall project (including curtain wall, doors and windows, railings, aluminum plates, stone, etc.) except pile foundation project (plot 02-01) of bid 10 of Dishuihu financial bay phase ii project in Lingang new area, with the bid amount of 0.173 billion yuan, accounting for about 7.84 of the company's operating income in 2023. After the completion of the project, it will become an important bearing area for cross-border financial headquarters gathering and financial business innovation.

shuangliang energy saving: subsidiary signed 0.12 billion yuan daily operation contract

Shuangliang Energy Saving (600481) announced on the evening of June 18 that Jiangsu Shuangliang Cooling System Co., Ltd. (hereinafter referred to as the "seller"), a wholly-owned subsidiary of the company, recently signed the "Purchase Contract for Indirect Air Cooling Equipment for Phase II 2 × 660MW General Contracting (EPC) Project of Shaanxi Shangluo Power Generation Co., Ltd." with Northwest Electric Power Design Institute Co., Ltd. (hereinafter referred to as the "buyer"). The subject of the contract is indirect air cooling equipment supplied by the seller for the 2 × 660MW project of Shaanxi Shangluo Power Generation Co., Ltd. phase II, including all contract equipment, technical data, drawings, special tools, spare parts, personnel training and technical coordination, technical services and technical guidance, equipment transportation and transportation insurance, etc. The contract amount is 0.12 billion yuan, accounting for 0.52 of the company's audited operating income in 2023.

Li Hexing: Won the bidding project of a well-known enterprise in the new energy automobile industry of 0.123 billion yuan

Li Hexing (301013) announced on the evening of June 18 that the company recently received a "notice of winning bid" from a well-known enterprise in the new energy automobile industry, confirming that the company was the winning bidder for its testing system equipment integration bidding project. The winning amount is about 0.123 billion yuan.

Shanghai Laishi: signed the Exclusive Strategic Cooperation General Agreement with related parties

Shanghai Laishi (002252) announced on the evening of June 18 that according to the relevant provisions of the share purchase agreement, Kilifu promised to sign a new exclusive strategic cooperation agreement with Shanghai Laishi and Haiyingkang. In the field of bioscience and diagnosis, Kilifu has reached exclusive cooperation and strategic cooperation relations for all business operations that Kilifu currently has and will carry out in China in the future, and make agreements on cooperation matters such as quality and production supervision and management, intellectual property licensing arrangements or technology transfer, distribution arrangements, engineering and collaborative services. According to the agreement, the company signed the "Exclusive Strategic Cooperation Master Agreement" with Killifu and Haiyingkang on June 18, 2024.

langkun environment: winning bid for fangshan district biomass resource regeneration center project

langkun environment (301305) announced on the evening of June 18 that it had received the bid-winning notice for the Fangshan district biomass resource recycling center project. the bid-winning amount was 415.48 yuan/ton for kitchen waste disposal. Kitchen waste treatment fee: 436.32 yuan/ton; Manure treatment fee: 260.17 yuan/ton. The winning project of Fangshan District Biomass Resource Recycling Center is the second major project obtained by the company in Beijing after winning the bid for the organic waste resource comprehensive treatment center project in Tongzhou District of Beijing. It is an important symbol of the company's business expansion and extension to the north.

nari radar: sign 0.238 billion yuan daily operation and sales contract

Narui Radar (688522) announced on the evening of June 18 that the company recently signed a weather radar equipment procurement contract with Guangdong Yuecai Financial Leasing Co., Ltd. with a total contract amount of 0.238 billion yuan. Guangdong Yuecai Financial Leasing Co., Ltd. purchased 35 sets of X-band dual-polarized phased array weather radar systems and radar ancillary facilities from Narui Radar.

he mai shares: signed a cooperation framework agreement with china energy construction Xinjiang electric power design institute

Helai Co., Ltd. (688032) announced on the evening of June 18 that the company recently signed a "Cooperation Framework Agreement" with China Energy Construction Group Xinjiang Electric Power Design Institute Co., Ltd. (hereinafter referred to as "China Energy Construction Xinjiang Electric Power Design Institute") on the strategic cooperation between the two sides in the field of new energy power. The two sides are willing to form a strategic partnership to jointly develop energy projects such as shared energy storage power stations, wind power, photovoltaics, incremental distribution networks, and integrated energy. On the basis of mutual trust, the two sides take the initiative to exchange information, give priority to the other party's full cooperation under the same conditions in the EPC consortium bidding project, and provide each other with the most favorable market price.

Ecco Optoelectronics: Construction Contract to be Signed

ecco optoelectronics (688610) announced on the evening of June 18 that the company, as the employer, plans to sign a "construction contract" with the contractors China construction fifth engineering bureau co., ltd. and zhongneng construction group co., ltd. for the company's machine vision research and development center project and the industrial image core component project of ecco optoelectronics headquarters base, with a contract amount of 0.393 billion yuan.

[Change in Equity]

jiaying pharmaceutical: shareholder Liu libiao plans to transfer 5.03% of the company's shares to Huang junjie

jiaying pharmaceutical (002198) announced on the evening of June 18 that Liu libiao, a shareholder holding more than 5% of the company's shares, intends to transfer 25.5051 million shares of the company (accounting for 5.03 of the company's total share capital) to Huang junjie. after this equity change, Liu libiao will no longer hold shares of the company, and Huang junjie will hold 25.5051 million shares of the company, accounting for 5.03 of the company's total share capital. The total price for the transfer of shares was $0.235 billion. The company currently has no controlling shareholder and actual controller, and this equity change will not change the status quo of the company's no controlling shareholder and actual controller.

[Major investment]

Xiamen tungsten industry: subsidiary plans to invest 0.163 billion yuan in hard surface material production line expansion project

Xiamen tungsten industry (600549) announced on the evening of June 18 that Luoyang jinlu cemented carbide tools co., ltd., a wholly-owned subsidiary of the company, plans to invest 0.163 billion yuan to build a hard-facing material production line expansion project, including an annual output of 500 tons of titanium-based thermal spraying powder production line and an annual output of 1000 tons of nickel-based spraying powder production line, which is expected to be completed and put into operation in 2026. In addition, the company plans to adjust the annual output of 20000 tons of molybdenum oxide production line project of fuquan heyday new materials co., ltd. the total investment of the project will be adjusted from 0.11 billion yuan to 0.159 billion yuan, and the production capacity of the project will be adjusted from 20000 tons of molybdenum oxide (including 2000 tons of ferromolybdenum) to 22000 tons of molybdenum oxide (including 2000 tons of ferromolybdenum). After the adjustment, the project is expected to be completed and put into operation in the second quarter of 2025.

medium giant core: to add 76.7 million yuan to the electronic wet chemical expansion and transformation project

China Giant Core (688549) announced on the evening of June 18 that the company held the 15th meeting of the first board of directors on July 1, 2023 to consider and pass the "Proposal on the Implementation of the Electronic Wet Chemical Capacity Expansion and Transformation Project", agreed to implement the electronic wet chemical capacity expansion and transformation project, with the original planned total investment of 0.319 billion yuan. In view of the increased demand from customers in the downstream market, especially the increased demand for supply in the form of tank cars, and the company's need to expand its overseas business, the company plans to invest an additional 76.7 million yuan in the electronic wet chemicals expansion and renovation project, mainly for tank car procurement. The total investment in the electronic wet chemical expansion project will increase from 0.319 billion yuan to 0.396 billion yuan.

Longshi Technology: Subsidiary intends to invest 0.256 billion yuan to build soft ferrite raw materials and magnetic core project

longmagnetic technology (300835) announced on the evening of June 18 that Anhui longmagnetic metal technology co., ltd., a wholly-owned subsidiary, plans to invest 0.256 billion yuan to build a project with an annual output of 10000 tons of high-performance soft ferrite raw materials and 10000 tons of soft ferrite cores. Soft magnetic ferrite downstream is widely used in photovoltaic power generation, new energy vehicles, charging piles, data centers, energy storage, variable frequency air conditioning, consumer electronics and other fields, which belongs to an important part of the "carbon neutral" industrial chain. Downstream areas of high business climate development, soft magnetic ferrite market size is expected to further open up.

[M & A]

Yi Cheng Xin Neng: Subsidiary to Acquire 40% Equity of Huamu Tongtu

Yi Cheng Xinneng (300080) announced on the evening of June 18 that Zhongyuan Golden Sun, a wholly-owned subsidiary, plans to acquire 40% of the minority shareholders of Huamu Tongtu, its controlling subsidiary, for no more than 33.4617 million yuan. After the completion of the acquisition, Huamu Tongtu will become a wholly-owned subsidiary of Zhongyuan Golden Sun. The acquisition of minority shareholder stake in Huomu Tongtu can strengthen Zhongyuan Golden Sun's control over its subsidiaries, further integrate photovoltaic power plant resources, enhance competitiveness, and improve overall profitability and market position, which is of great significance to the development of the enterprise.

[Refinancing]

xianghe industry: the capital raised by the proposed issuance of convertible bonds shall not exceed 0.45 billion yuan

Xianghe Industrial (603500) announced on the evening of June 18 that the company intends to issue convertible bonds to unspecified objects to raise a total of no more than 0.45 billion yuan. After deducting the issuance costs, the raised funds are intended to be used for the intelligent equipment production base project, the annual output of 18000 tons of plastic modified new materials production line construction project, the intelligent equipment research and development center construction project and supplementary working capital.

[Other]

Aerospace Software: The holding subsidiary is prohibited from participating in the procurement of materials, engineering and services for the whole army within one year

aerospace software (688562) announced on the evening of June 18 that the military procurement network issued an announcement on June 16, 2024. according to the relevant regulations on military supplier management, the material supply department of the logistics department of the cyberspace force decided to ban the company's holding subsidiary Tianjin shenzhou general data technology co., ltd. (hereinafter referred to as "Tianjin shentong") from June 16, 2024 for one year. During the prohibition period, other enterprises controlled or managed by the legal representative He Qingfa are prohibited from participating in the above-mentioned military procurement activities, and the bidding representative Zhang Bing is prohibited from acting as an agent for other suppliers to participate in the above-mentioned military procurement activities. After investigation, Tianjin Shenzhou General Data Technology Co., Ltd. participated in the procurement activities of the first phase of the construction project in the big data simulation practice environment, and there were violations such as collusive bidding. At present, the company's overall production and operation activities are normal, and it is expected that this violation decision will not have a significant impact on the company's production and operation.

Guao Technology: Subsidiary Donggao Technology Suspended for 6 Months to Add New Customers

Guao Technology (300551) announced on the evening of June 18 that recently, the company's holding subsidiary Donggao Technology received a decision on administrative supervision measures issued by the Guangdong Securities Regulatory Bureau. Guangdong Securities Regulatory Bureau found the following violations in East High-tech: First, it was ordered to temporarilyThere are new customer behaviors during the period of stopping new customer measures; Second, there are situations in the process of business promotion and investment advisory services that imply income, and the investment advice provided to customers lacks reasonable basis. Personnel who are not registered as "investment consultants" in the Securities Association of China provide investment advice to customers, and do not inform the name and registration code of the securities investment consultant when providing investment advice to customers; third, the provision of securities investment advisory services did not sign securities investment advisory agreements with clients, did not strictly assess the client's risk tolerance, and individual clients lacked confirmation of risk testing and appropriateness assessment results. The Guangdong Securities Regulatory Bureau decided to order East High-tech to suspend new customers for 6 months from the date of receipt of this decision. This time, Donggao Technology has been suspended for 6 months. The regulatory measures for new customers will have a greater impact on the company's operating results during the rectification period. During this rectification period, the stock customer business was not affected.

* ST baan: the company's shares will be suspended from listing on June 19

* ST Ba'an (300262) announced on the evening of June 18 that as of the announcement disclosure date, the company's stock closing price was lower than 1 yuan for 20 consecutive trading days, which has touched the relevant provisions of the termination of listing. The company's shares will be suspended from the opening of the market on June 19, 2024 (Wednesday).