Look at the announcement, Xiao E is the first to report!

[Hot Spots].

Rock shares: The actual controller of the company was taken criminal coercive measures

Rock shares (600696) announced on the evening of September 11 that according to the police report, after verification, due to the investigation of Haiyin Wealth Management Co., Ltd. suspected of illegal fund-raising, Han Xiao, the actual controller of the company, has been taken criminal coercive measures. Han Xiao is temporarily unable to perform the duties of the company's chairman, general manager and secretary of the board of directors, so Chen Qi, vice chairman of the company, temporarily performs the duties of chairman and secretary of the board of directors. Since all the shares of the company held by the actual controller have been frozen by the judiciary, the company is actively communicating with relevant government departments to form a new governance structure. During the transition period, the company will form a management committee to perform the duties of the general manager and jointly make decisions on the company's operation and development.

Hekeda: After the withdrawal of the delisting risk warning, the company's operating conditions have not changed significantly

Hekeda (002816) issued an announcement on the abnormal fluctuation of stock trading on the evening of September 11, and the company's stock trading will be revoked from the opening of the market on September 10, 2024, and the company's operating conditions have not changed significantly after the withdrawal of the delisting risk warning. Although the company has opened up new business growth points, it may still face multiple uncertainties such as changes in industry policies, intensified market competition, and operational and management challenges in actual operations, and there is a certain degree of uncertainty in business development.

Chuangxing Resources: At present, the production and operation order of the company and its subsidiaries is normal

Chuangxing Resources (600193) disclosed the announcement of stock trading changes on the evening of September 11, after the company's self-examination, the current production and operation order of the company and its subsidiaries is normal, the company's market environment, industry policies have not undergone major adjustments, production costs and sales have not fluctuated significantly, and the company has not signed or negotiated major contracts in the near future. In addition, the company's wholly-owned subsidiary, Alternate Technology, and the company recently received a notification letter from Bank of Nanjing Hangzhou Branch, requiring Alternate Technology to cooperate with the early repayment of the loan principal and interest due to the actual controller's related matters, and if it is overdue, Bank of Nanjing has the right to require the company to immediately perform the guarantee responsibility. There may be a risk that the company needs to fulfill its warranty obligations in advance.

Weishi Electronics: The company's current production and operation activities are normal

Weishi Electronics (605218) announced on the evening of September 11 that the company's shares on September 9, September 10, and September 11 for three consecutive trading days in the closing price deviated by more than 20%. According to the company's self-inspection, the company's current production and operation activities are normal, the market environment and industry policies have not undergone major adjustments, production and sales have not fluctuated significantly, and the internal production and operation order is normal.

Erlian board Jinguan shares: the company's price-earnings ratio is significantly higher than the industry price-earnings ratio

As of September 11, 2024, the company's closing price is 4.62 yuan per share, and the corresponding rolling P/E ratio is 163.06 times, and the company's P/E ratio is significantly higher than the industry P/E ratio. The company's current production and operation situation is normal, and there have been no major changes in the internal and external business environment.

Erlian Dexin Technology: There have been no major changes in the company's operating conditions and internal and external business environment in the near future

Erlian board Dexin Technology (603032) on the evening of September 11 disclosed the announcement of stock trading changes, after the company's self-inspection, the company's current production and operation are normal, the company's recent business conditions and internal and external business environment has not undergone major changes, and it is expected that the business environment will not change significantly in the short term. In the first half of 2024, the company's new energy market competition is still fierce, and the company's sales of molds and cutters are still declining due to the impact of the industry cycle and downstream price wars. Combined with the impact of multiple factors such as overcapacity and intensified competition in the industry, the company's business scale, order price and order volume have declined to a certain extent, which has squeezed profit margins to a certain extent and led to a decline in the company's profitability. Investors are advised to pay attention to the risk of performance fluctuations.

[Performance].

Lu'an Environmental Energy: The sales volume of commercial coal in August was 4.38 million tons, a year-on-year decrease of 4.16%.

Lu'an Huanneng (601699) announced on the evening of September 11 that the company's raw coal output in August 2024 will be 4.92 million tons, a year-on-year decrease of 2.19%; The sales volume of commercial coal was 4.38 million tons, a year-on-year decrease of 4.16%.

Dalian Heavy Industry: Net profit in the first three quarters increased by 20.7%-27.05% year-on-year

Dalian Heavy Industry (002204) released a performance forecast for the first three quarters on the evening of September 11, and the net profit attributable to shareholders of listed companies in the first three quarters of 2024 is expected to be 381 million yuan - 401 million yuan, a year-on-year increase of 20.7% - 27.05%. During the reporting period, the company's operating income is expected to reach about 10.15 billion yuan, an increase of about 10% over the same period last year, driving the company's overall gross profit to rise, mainly due to the significant year-on-year increase in gross profit of material handling equipment.

China Pacific Insurance: The premium income of life insurance subsidiaries in the first eight months was 191.729 billion yuan, a year-on-year increase of 1.5%.

China Pacific Insurance (601601) announced on the evening of September 11 that during the period from January 1, 2024 to August 31, 2024, the cumulative original insurance premium income of the company's subsidiary China Pacific Life Insurance Co., Ltd. was 191.729 billion yuan, a year-on-year increase of 1.5%, and the cumulative original insurance premium income of the company's subsidiary China Pacific Property Insurance Co., Ltd. was 142.235 billion yuan, a year-on-year increase of 7.7%.

[Increase or decrease in holdings].

Qianxin: The controlling shareholder promised not to reduce its shareholding within 6 months

Qi'anxin (688561) announced on the evening of September 11 that Qi Xiangdong, the controlling shareholder and actual controller of the company, promised not to transfer or reduce his direct holdings of the company's shares in any way in the next 6 months from September 22, 2024.

Xin Hongye: Shareholders plan to reduce their holdings of no more than 3% of the company's shares

Xin Hongye (301310) announced on the evening of September 11 that Xianghe Yongyuan, a shareholder with a total of 5.79% of the shares, and its concerted action person Shanghai Longxin plan to reduce their holdings of the company's shares by centralized bidding and block trading, with a total of no more than 4,078,100 shares (accounting for 3% of the company's total share capital).

Kailaiying: Some directors and executives plan to increase their holdings of the company's shares by no less than 20 million yuan

Kailaiying (002821) announced on the evening of September 11 that directors Zhang Da, Hong Liang and some core technical and business personnel plan to increase their holdings of the company's A shares in a centralized bidding transaction, with a total increase of not less than 20 million yuan (inclusive).

Yinghuate: Xieli Venture Capital and Junshi Xieli plan to reduce their holdings of no more than 2% of the company's shares

Yinghua (301272) announced on the evening of September 11 that shareholders Xieli Venture Capital and Junshi Xieli plan to reduce their holdings of the company's shares by a total of no more than 1,170,300 shares (that is, no more than 2% of the total share capital) through centralized bidding, which will be completed within 90 consecutive natural days after 15 trading days from the date of disclosure of the announcement.

[Repurchase].

Jiajiayue: It is planned to repurchase shares for 100 million to 200 million yuan

Jiajiayue (603708) announced on the evening of September 11 that the company intends to implement the second phase of share repurchase in 2024, with a repurchase amount of not less than 100 million yuan and no more than 200 million yuan, which is intended to be used to convert the corporate bonds issued by the company that can be converted into shares, and the repurchase price does not exceed 10 yuan per share.

Zhichun Technology: It is planned to repurchase shares for 30 million yuan to 60 million yuan

Zhichun Technology (603690) announced on the evening of September 11 that the company intends to repurchase shares in a centralized bidding transaction for the implementation of equity incentives, with a total repurchase fund of not less than 30 million yuan and no more than 60 million yuan, and a repurchase price of no more than 29.46 yuan per share.

[Contract Winning Bid].

Taiji Industry: The subsidiary won the bid for a project of 1.42 billion yuan

Taiji Industry (600667) announced on the evening of September 11 that the company's subsidiary, Information Industry Electronics Eleventh Design and Research Institute Science and Technology Engineering Co., Ltd. (hereinafter referred to as "Eleven Technology"), recently received the "Notice of Winning the Bid" from the tenderer Xinlian Pioneer Integrated Circuit Manufacturing (Shaoxing) Co., Ltd., confirming that Eleven Technology is the winning bidder of the EPC general contracting of the third phase of the 12-inch integrated circuit digital-analog hybrid chip manufacturing project - production plant and other projects, with a winning bid price of 1.42 billion yuan. The scope of the winning bid includes the design of the construction drawings of the project, the procurement, storage, construction, installation, commissioning, acceptance and other work of all materials and equipment of the project, and is fully responsible for the quality, safety, construction period and cost of the contracted project.

EVE: The subsidiary signed a 19.5GWh supply agreement with AESI

EVE Lithium Energy (300014) announced on the evening of September 11 that on September 10, Hubei EVE Power Co., Ltd. (hereinafter referred to as "EVE Power"), a subsidiary of the company, signed the "AMENDMENT NO. 1 TO MASTER PURCHASE AGREEMENT" (hereinafter referred to as "this agreement") with American Energy Storage Innovations, Inc. (hereinafter referred to as "AESI"). ABS has transferred the original agreement to AESI, according to which EVE is expected to deliver approximately 19.5GWh of prismatic lithium iron phosphate batteries to AESI. AESI is a company incorporated in the United States and a provider of next-generation energy storage solutions.

Changhua Group: Received the customer's fixed-point notice for the stamping and welding parts project of new energy and new models

Changhua Group (605018) announced on the evening of September 11 that the company recently received a fixed-point notice from a domestic car company on the stamping and welding parts of new energy models. According to the customer's planning, there are a total of 33 fixed-point projects with a life cycle of 5 years and a total sales amount of about 320 million yuan, and the fixed-point projects are expected to gradually start mass production in the first quarter of 2026. It is not expected to have a significant impact on the company's performance for the current year, which is conducive to increasing operating income and operating efficiency in the coming years.

Otway: The subsidiary signed a sales contract of 900 million yuan for monocrystalline furnace and supporting auxiliary equipment

Otway (688516) announced on the evening of September 11 that Wuxi Otway Supply Chain Management Co., Ltd. (hereinafter referred to as "supply chain company"), a wholly-owned subsidiary of the company, recently signed a "procurement contract" with an overseas leading photovoltaic company, and the supply chain company sold monocrystalline furnaces and supporting auxiliary equipment to the enterprise, with a total sales of about 900 million yuan (tax included). Due to the company's average acceptance cycle of 6-9 months, affected by the specific delivery batch and acceptance time of this contract, there is uncertainty about the impact of contract performance on the performance in 2024, which will have a positive impact on the company's operating performance in 2025.

PowerChina: Subsidiaries jointly won the bid for the 8.166 billion yuan pumped storage power station project

China Power Construction (601669) announced on the evening of September 11 that recently, the company's subsidiaries China Power Construction Group East China Survey, Design and Research Institute Co., Ltd., China Water Resources and Hydropower First Engineering Bureau Co., Ltd., Hangzhou Huachen Electric Power Control Engineering Co., Ltd., Zhejiang East China Engineering Construction Management Co., Ltd. (consortium members) won the bid for the EPC general contracting project of the design, procurement and construction of Zhejiang Jiande Pumped Storage Power Station Project, with a bid amount of about 8.166 billion yuan. The total construction period is tentatively 2,252 calendar days.

Mengtai High-tech: Gansu Nata, a holding company, plans to sign an EPC general contracting contract of 179 million yuan

Mengtai High-tech (300876) announced on the evening of September 11 that Gansu Nata, a holding company, intends to sign the EPC EPC General Contracting Contract of Gansu Nata New Materials Co., Ltd. 10,000-ton Carbon Fiber Project with Shanghai Installation and Shanghai Textile Institute, with an estimated total contract amount of 179 million yuan (tax included). The signing of the above contracts will help the company to promote the carbon fiber project, improve the company's industrial layout and enhance its competitiveness.

Rongsheng Petrochemical: Signed a framework agreement with Saudi Aramco for a joint development agreement

Rongsheng Petrochemical announced on the evening of September 11 that on January 2, 2024, the company signed a "Memorandum of Understanding" with Saudi Arabian Oil Company (hereinafter referred to as "Saudi Aramco"). According to the memorandum, the two parties are discussing the proposed acquisition of a 50% stake in Jubail Refining & Chemical Company ("SASREF"), a wholly-owned subsidiary of Saudi Aramco, and intends to increase production capacity through expansion to improve product flexibility, complexity and quality. At the same time, the parties are also discussing the potential acquisition by Saudi Aramco (or its affiliates) of up to fifty percent (50%) of the equity interest in Ningbo Zhongjin Petrochemical Co., Ltd. ("CICC Petrochemical"), a wholly-owned subsidiary of Rongsheng Petrochemical, and jointly develop the upgrading and expansion of CICC Petrochemical's existing plant. The Company and Saudi Aramco have agreed on certain matters and signed a Framework Agreement for the Joint Development Agreement in Riyadh on September 11, 2024, to jointly advance the Joint Development Agreement to regulate the execution of joint activities required for the SASREF Joint Development Expansion Project.

[Change in equity].

Hengfeng Information: The actual controller and its persons acting in concert intend to transfer 10% of the shares by agreement

Hengfeng Information (300605) announced on the evening of September 11 that the company's actual controller and its concerted actors Wei Xiaoxi, Ou Linjie and Wei Xiaoting signed the "Equity Transfer Agreement" with Shanghai Xuanding Private Equity Fund Management Co., Ltd. (on behalf of Xuanding Xingsu No. 22 Private Securities Investment Fund) (hereinafter referred to as "Xuanding Xingsu") and Cheng Wenhong on September 10. Wei Xiaoxi and Wei Xiaoting plan to transfer a total of 8.225 million shares of the company (accounting for 5.0005% of the company's total share capital) to Xuanding Xingsu through agreement transfer, with an agreement transfer price of 7.18 yuan per share, and a total share transfer price of 59.0555 million yuan. Wei Xiaoxi and Ou Linjie plan to transfer a total of 8.225 million shares (accounting for 5.0005% of the company's total share capital) to Cheng Wenhong through agreement transfer, with an agreed transfer price of 7.18 yuan per share and a total share transfer price of 59.0555 million yuan. After the completion of the transfer agreement, Wei Xiaoxi and Ou Linjie are still the controlling shareholders and actual controllers of the company. The transfer of shares under this agreement will not lead to a change in the control of the company and will not have a significant impact on the company's governance structure and continuing operations.

Datang Telecom: It plans to transfer 37.23% equity and other assets of Guoxing Network to Lianxin Technology

Datang Telecom (600198) announced on the evening of September 11 that the company will transfer its 37.23% equity interest in Guoxing Network Co., Ltd. (hereinafter referred to as "Guoxing Network"), 40% equity in Nanjing Yunke Equity Investment Fund Management Co., Ltd. and 20% property share of Beijing Yunke Innovation Investment Partnership (Limited Partnership) to Lianxin Technology Co., Ltd. (hereinafter referred to as "Lianxin Technology"), an indirect wholly-owned subsidiary of the company's controlling shareholder, China Information Technology Group, by way of non-public agreement transfer. The transfer price is 98.4777 million yuan. The purpose and reason of this transaction is to optimize the asset structure, further focus on the main business of "security chip + special communication", better allocate resources, and improve the quality of listed companies.

[Significant investment].

Jingxing Paper: It is planned to add a new natural color recycled pulp preparation line

Jingxing Paper (002067) announced on the evening of September 11 that it plans to add a 200T/D environmentally friendly recycled pulp preparation production line, which can separately process various types of raw materials such as recycled pulp, cup paper, household paper, high humidity and strong loss paper of Jingxing Holdings (M) Co., Ltd., and use it for recycled household paper after pulp. AFTER COMPLETION, THE CAPACITY OF THE DEINKING WORKSHOP WILL BE INCREASED FROM THE EXISTING 200T/D TO 400T/D, WHICH CAN MEET THE PRODUCTION AND PREPARATION NEEDS OF TWO DIFFERENT TYPES OF SLURRIES AT THE SAME TIME. The technical transformation is expected to have a construction period of 8 months and an estimated investment cost of 30 million yuan.

Lingyun shares: It plans to increase its capital by 55 million euros to WAG in Germany

Lingyun Co., Ltd. (600480) announced on the evening of September 11 that the company intends to increase its capital by 55 million euros to its wholly-owned subsidiary Waldaschaff Automotive GmbH (Germany Walter Schaff Automotive Co., Ltd., referred to as "Germany WAG"), and the capital increase funds will be used to repay the corresponding loans.

[M&A and reorganization].

Dongbao Biotech: It plans to acquire 40% of the shares of Yiqing Biotech, a holding subsidiary

Dongbao Biology (300239) announced on the evening of September 11 that the company intends to acquire the remaining 9.64 million shares (accounting for 40% of the total share capital of Yiqing Biology) of Yiqing Biology, a holding subsidiary held by Guoen Shares and Deyu Biology, with a transfer price of 232 million yuan. After the completion of the transaction, Dongbao Biotech holds 100% of the shares of Yiqing Biotech, and the acquisition will not affect the scope of the company's consolidated statements. Yiqing Biology is the main body of the implementation of the fund-raising investment projects "New Hollow Capsule Intelligent Industrialization Project" and "New Hollow Capsule Intelligent Industrialization Expansion Project".

CCCC Real Estate: Planning to acquire 100% equity of CCCC Services

CCCC Real Estate (000736) announced on the evening of September 11 that it plans to acquire 10%, 51%, 24% and 15% of the shares of CCCC Services held by CCCC Group and its subsidiaries Real Estate Group, CCCC First Public Bureau and CCCC Investment in cash. After the completion of this transaction, the company will hold a total of 100% equity of CCCC Services, which will become a wholly-owned subsidiary of the company.

Shuifa Gas: It is planned to acquire 100% of the equity of Shengdong Gas for 346 million yuan

Shuifa Gas (603318) announced on the evening of September 11 that the company intends to acquire 100% of the shares of Shandong Shengdong Gas Comprehensive Utilization Co., Ltd. (hereinafter referred to as "Shengdong Gas") held by Shengli Oilfield Shengli Power Machinery Group Co., Ltd. in cash, with a total transaction price of 346 million yuan. Shengdong Gas is mainly engaged in the comprehensive utilization of combustible gas, including providing low-concentration gas power generation operation and maintenance services, power generation equipment leasing and sales, and cooperative station construction for coal mining enterprises. Through the acquisition of 100% equity of Shengdong Gas, the company can make up for the shortcomings of the distributed energy sector, integrate advantageous resources, give full play to the revenue synergy, business synergy and operational synergy with Shengdong Gas, and create new profit growth points for the company.

[Other].

Excellent New Energy: Received a VAT refund of 27.1087 million yuan for comprehensive utilization of resources

Excellence New Energy (688196) announced on the evening of September 11 that according to the provisions of the Announcement of the Ministry of Finance and the State Administration of Taxation on Improving the Value-Added Tax Policy for the Comprehensive Utilization of Resources (Announcement No. 40 of 2021), the company's sales of self-produced comprehensive utilization of resources can enjoy the VAT refund policy, and the tax refund ratio is 70%. The company recently received a total of 27.1087 million yuan of VAT refunds for March 2024 and April 2024. The amount has reached 34.48% of the company's audited net profit in 2023, and the company has disclosed it in accordance with the relevant disclosure rules.

Kangzhi Pharmaceutical: It is estimated that the typhoon disaster will cause losses of about 30 million yuan

Kangzhi Pharmaceutical (300086) announced on the evening of September 11 that the company's preliminary calculations show that the "Capricorn" typhoon disaster is expected to cause asset losses of about 30 million yuan to the company.

*ST Aonong: The total principal and interest of the new overdue debt is about 131 million yuan

*ST Aonong (603363) announced on the evening of September 11 that due to tight liquidity, the company and some subsidiaries failed to repay some debts as scheduled. As of September 10, the company's new overdue debt principal and interest in financial institutions totaled about 131 million yuan, accounting for 13.61% of the company's latest audited net assets. As of September 10, the total principal and interest of overdue debts accumulated by the company in banks, financial leasing companies and other financial institutions was about 4.979 billion yuan (deducting the repaid part), accounting for 517.10% of the company's latest audited net assets.