[Hot Spots].

Rongke Technology: There is no situation of planning and restructuring with a super fusion company

Rongke Technology (300290) issued an announcement on the evening of October 16 that serious changes in stock trading were announced, saying that market rumors once again involved the company's "backdoor" and other relevant information, and after consulting the company's controlling shareholders, board of directors and management, the company did not have a situation related to the planning of major asset restructuring by Super Fusion Digital Technology Co., Ltd.

Furi Electronics: Zhongnuo Communication does not OEM Huawei Mate70 high-end flagship model series

Sanlian Board Furi Electronics (600203) disclosed the stock trading risk warning announcement on the evening of October 16, saying that the company's current daily production and operation activities are normal, and there have been no major changes in the internal and external business environment and main business. Recently, investors have paid attention to whether the company has OEM Huawei Mate70 high-end flagship model series, and after verification, Zhongnuo Communication has not OEM Huawei Mate70 high-end flagship model series, please pay attention to investment risks.

Rock shares: The company's financial situation has not been effectively improved

Rock shares (600696) on the evening of October 16 issued an announcement on the change of stock trading, according to the police report, after verification due to the suspected illegal fund-raising crime of Haiyin Wealth Management Co., Ltd. filed for investigation, the company's actual controller Han Xiao 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. Since 2024, the overall recovery of the liquor industry has not met expectations, and product price inversion has become a common phenomenon in the industry. The liquor industry is still in the destocking cycle, and small and medium-sized brand liquor companies are increasingly squeezed, and the company is also affected by the industry environment. In addition, starting from the end of 2023, due to financial pressure, the company failed to pay dealer rebates, rebates, fees, and market activities in a timely manner, and the dealer relationship was frustrated. Up to now, the company's financial shortage has not been effectively improved, and advertising campaigns such as brand launch and marketing activities have been greatly reduced, which has a great impact on investment attraction.

Yingqu Technology disclosed the medium-term profit distribution plan: 10 distributions of 1.3 yuan

Yingqu Technology (002925) released the 2024 interim profit distribution plan on the evening of October 16, proposing to distribute a cash dividend of 1.3 yuan (tax included) to all shareholders for every 10 shares, with a total cash dividend of 98.0055 million yuan (tax included), accounting for 72.23% of the company's net profit attributable to shareholders of listed companies in the company's 2024 semi-annual consolidated statements.

Shiming Technology: It is planned to raise no more than 310 million yuan from the controlling shareholder

Shiming Technology (300522) disclosed on the evening of October 16 the plan to issue A-shares to specific targets in 2024, and intends to issue shares to Jiangsu Fenghui, the controlling shareholder of the company, to raise no more than 310 million yuan, which will be used for an annual output of 5,000 tons of nano pigment dispersion project for LCD display photoresist, replenishment of working capital and repayment of bank loans.

[M&A and reorganization].

Songfa shares: the proposed merger and acquisition of Hengli Heavy Industry Co., Ltd. will be mainly changed to ship and high-end equipment business

Songfa shares (603268) disclosed on the evening of October 16 the plan for major asset replacement and issuance of shares to purchase assets and raise matching funds: the company intends to replace all assets and operating liabilities held as of the assessment base date with the equivalent part of the 50% equity of Hengli Heavy Industry Group Co., Ltd. (hereinafter referred to as "Hengli Heavy Industry") held by Zhongkun Investment; The company intends to purchase assets from the counterparty by issuing shares, including the purchase of the difference in the above-mentioned material asset replacement from Zhongkun Investment; purchased the remaining 50% equity of Hengli Heavy Industry from Suzhou Hengneng, Hengneng Investment and Chen Jianhua; The company intends to issue shares to no more than 35 specific investors to raise matching funds. At present, the price of the transaction has not yet been determined. Through this transaction, the company will strategically withdraw from the daily ceramic products manufacturing industry, Hengli Heavy Industry will become a wholly-owned subsidiary of the company, and the company's main business in the future will be the research and development, production and sales of ships and high-end equipment. The company's shares resumed trading on October 17.

Fuller: It is planned to issue shares and convertible bonds to purchase 100% of the equity of Fullerhua

Fuller (301297) disclosed the restructuring plan on the evening of October 16, the company intends to issue shares and convertible bonds to 59 counterparties such as Shanghai Shenhe to purchase 100% of the shares of Jiangsu Fuller Semiconductor Technology Co., Ltd. (hereinafter referred to as "Fullerhua"), and intends to issue shares to no more than 35 specific investors to raise matching funds. At present, the audit and evaluation of the underlying assets have not yet been completed. The main business of the acquisition is the R&D, design, production and sales of power semiconductor copper-clad ceramic substrates. The acquisition will help the company integrate high-quality semiconductor industry resources within the group and promote the introduction of high-quality semiconductor parts manufacturing business. The company's shares resumed trading on October 17.

New Milestone: It is planned to acquire 100% equity of Chongqing New Milestone for 320 million yuan

New Milestone (002219) announced on the evening of October 16 that the company intends to acquire 100% of the equity of Chongqing New Milestone Medical Management Co., Ltd. (hereinafter referred to as "Chongqing New Milestone") from Beijing New Milestone Health Care Industry Group Co., Ltd. (hereinafter referred to as "New Milestone Health Care"), with a transaction price of 320 million yuan. New Milestone Health Care is an enterprise controlled by New Milestone Group, the controlling shareholder of the Company. The acquisition is a transaction carried out by the controlling shareholder of the Company to fulfill the relevant commitments, which is conducive to solving the problem of intra-industry competition constituted by New Milestone Group to the Company. Chongqing New Milestone is the starting point for New Milestone Group to officially start the injection of high-quality assets, and is an important carrying platform for the company in southwest China, which will further enhance the core competitiveness of the company's regional medical center in Sichuan and Chongqing through mutual collaboration with the company's Chongzhou Second Hospital and other medical institutions.

Sichuan Shuangma: The company is planning to acquire equity in cash

Sichuan Shuangma (000935) issued an announcement on the evening of October 16 on the change of stock trading, saying that the company is currently planning a cash acquisition of equity, the transaction is still in the planning stage, there is uncertainty, the specific transaction plan needs to be further demonstrated and negotiated, and the parties have not yet signed the relevant agreement.

TNT Digital: A wholly-owned subsidiary plans to acquire the equity of two overseas companies

TNT Digital (300743) announced on the evening of October 16 that the company intends to acquire 100% of the shares of Germany CALOR Gesellschaft fr Thermotransfer-Druckverfahren mbH (hereinafter referred to as "CALOR") and Maria Christine through its wholly-owned subsidiary GT HOLDINGS (HK) LIMITED for 5.939 million euros Erhardt-Emonts-pohl holds 100% of the shares of REGMA Transfer Thermique SAS (RTT) in France. CALOR and RTT, as group companies, are mainly engaged in the production and sales of ribbon products, and the completion of this acquisition will have a positive effect on the company to further strengthen the construction of European localization, improve the local team, and enter the local mainstream market in Europe to obtain mainstream customers.

Tongfu Microelectronics: It is planned to acquire the share of Chuzhou Guangtai Partnership for 200 million yuan to indirectly hold AAMI equity

Tongfu Microelectronics (002156) announced on the evening of October 16 that the company plans to invest 200 million yuan to acquire 147 million yuan of capital contribution from Chuzhou Guangtai Semiconductor Industry Development Fund (Limited Partnership) (hereinafter referred to as "Chuzhou Guangtai") held by Leading Semiconductor, accounting for 31.9% of Chuzhou Guangtai's partnership share, in order to indirectly hold the lead frame supplier Advanced Assembly Materials International Limited (hereinafter referred to as "AAMI") Equity. The investment aims to strengthen the company's relationship with upstream companies in the industrial chain and further improve the stability and security of the company's supply chain.

[Business performance].

Chinese Life: Net profit in the first three quarters increased by 165%-185% year-on-year

Chinese Life (601628) announced on the evening of October 16 that it is expected that under the Chinese Accounting Standards for Business Enterprises, the company's net profit attributable to shareholders of the parent company in the first three quarters of 2024 will be 101.135 billion yuan to 108.767 billion yuan, a year-on-year increase of 165% to 185%. In the third quarter of 2024, the stock market will recover significantly, and the company's investment income will increase significantly year-on-year.

Feirongda: Net profit in the first three quarters increased by 109.74%-124% year-on-year

Feirongda (300602) announced on the evening of October 16 that it is expected to achieve a net profit of 103 million yuan to 110 million yuan in the first three quarters of 2024, a year-on-year increase of 109.74% to 124%. During the reporting period, the growth of the company's terminal business benefited from the recovery of market demand in the domestic consumer electronics business industry, the improvement of orders, the continuous increase in market share of terminal products such as mobile phones and laptops, the increase in shipments, the increase in gross profit margin, and the enhancement of profitability. The company's market share in the field of communications has increased, production capacity has been released, and gross profit margin has been greatly improved. The company's server-related business actively cooperates with customers for proofing and small batch supply, and the cooperation is progressing in an orderly manner. Due to factors such as rising raw material prices, the introduction of new customers, and proofing of some new projects, the gross profit margin in the new energy field decreased during the reporting period. The PV inverter and energy storage business was affected by the market environment, which led to a decline in orders, and the revenue situation did not meet expectations.

Pathfinder: net profit in the first three quarters increased by 107.23%-133.27% year-on-year

Pathfinder (300005) announced on the evening of October 16 that it is expected to achieve a net profit of 95.5021 million yuan to 108 million yuan in the first three quarters of 2024, a year-on-year increase of 107.23%-133.27%. During the reporting period, in terms of outdoor business, the company achieved both operating income and profit growth; In terms of chip business, the company has enhanced the competitiveness of the chip business through technological innovation and product iteration.

Nopson: Net profit in the first three quarters is expected to increase by 60%-80% year-on-year

Nopuxin (002215) announced on the evening of October 16 that it is expected to achieve a net profit of 448 million yuan to 504 million yuan in the first three quarters of 2024, a year-on-year increase of 60%-80%. The blueberry business, the main focus of the company's second growth curve, entered the second year of mass production, and the annual operating income and profit increased significantly year-on-year. The third quarter was the off-season for the company's pesticide preparation business and fresh consumption business, resulting in losses.

Zhejiang Xiantong: net profit in the first three quarters was 129 million yuan, a year-on-year increase of 33.24%.

Zhejiang Xiantong (603239) disclosed its third quarterly report on the evening of October 16, and the company achieved operating income of 287 million yuan in the third quarter of 2024, a year-on-year increase of 3%; The net profit was 37.7879 million yuan, a year-on-year decrease of 12.5%. In the first three quarters, the company achieved operating income of 842 million yuan, a year-on-year increase of 14.61%; net profit was 129 million yuan, a year-on-year increase of 33.24%.

Sinosteel International: net profit in the first three quarters was 637 million yuan, a year-on-year increase of 29.64%.

Sinosteel International (000928) released a performance report on the evening of October 16, achieving a total operating income of 12.602 billion yuan in the first three quarters of 2024, a year-on-year decrease of 26.56%; net profit was 637 million yuan, a year-on-year increase of 29.64%.

China Southern Power Grid Energy Storage: Net profit in the first three quarters was 1.045 billion yuan, an increase of 27.62% year-on-year

China Southern Power Grid Energy Storage (600995) disclosed its performance report on the evening of October 16, and the company's operating income in the first three quarters of 2024 was 4.519 billion yuan, an increase of 11.12% year-on-year; net profit was 1.045 billion yuan, an increase of 27.62% year-on-year; The basic earnings per share was 0.33 yuan, mainly due to the year-on-year increase in water supply from the peaking hydropower plant and the year-on-year increase in power generation.

Topway information: net profit in the first three quarters decreased by 84.85% year-on-year

Topway Information (002261) released its third quarterly report on the evening of October 16, achieving operating income of 2.945 billion yuan in the first three quarters of 2024, a year-on-year increase of 57.26%; The net profit was 11.0132 million yuan, a year-on-year decrease of 84.85%.

[Increase, decrease or decrease & repurchase].

China Merchants Shekou: plans to repurchase shares for 351 million yuan to 702 million yuan

China Merchants Shekou (001979) announced on the evening of October 16 that it plans to repurchase the company's shares for 351 million yuan - 702 million yuan, and the repurchase price will not exceed 15.68 yuan per share, and all the repurchased shares will be cancelled and the company's registered capital will be reduced.

China Merchants Highway: plans to repurchase shares for 310 million yuan to 618 million yuan

China Merchants Highway (001965) announced on the evening of October 16 that it intends to repurchase the company's shares with 310 million yuan - 618 million yuan, and the repurchased shares will all be cancelled and the company's registered capital will be reduced accordingly, and the repurchase price will not exceed 18.1 yuan per share.

Investment surplus: plans to repurchase shares from 78 million yuan to 156 million yuan

China Merchants Accumulation (001914) announced on the evening of October 16 that it intends to repurchase the company's shares with 78 million yuan - 156 million yuan, and the repurchased shares will all be cancelled and the company's registered capital will be reduced, and the repurchase price will not exceed 14.9 yuan per share.

Sinotrans: plans to repurchase shares for 271 million yuan to 542 million yuan

Sinotrans (601598) announced on the evening of October 16 that the company intends to repurchase shares with 271 million yuan to 542 million yuan, and the repurchased shares will all be cancelled and the company's registered capital will be reduced, and the upper limit of the repurchased share price is 7.43 yuan per share.

Kaifa Electric: The upper limit of the price of repurchased shares is not more than 15 yuan per share

Kaifa Electric (300407) announced on the evening of October 16 that the upper limit of the repurchase price of the company's share repurchase plan will be adjusted from no more than 7.87 yuan/share (inclusive) to no more than 15 yuan/share (inclusive), and the effective date of the adjustment is October 17, 2024.

Laier Technology: It is planned to repurchase shares for 25 million yuan to 40 million yuan

Laier Technology (688683) announced on the evening of October 16 that the company intends to repurchase the company's shares in a centralized bidding transaction, which will be used for employee stock ownership plans or equity incentives at an appropriate time in the future. The total amount of repurchase funds shall not be less than 25 million yuan and not more than 40 million yuan, and the repurchase price shall not exceed 24.45 yuan per share.

Cathay Biotech: The controlling shareholder proposed to repurchase shares for 10 million to 20 million yuan

Cathay Biotech (688065) announced on the evening of October 16 that Cathay Industrial Biotech Ltd., the controlling shareholder of the company, proposed that the company repurchase shares, with a total repurchase fund of not less than 10 million yuan and no more than 20 million yuan.

Taihe New Materials: The controlling shareholder acting in concert intends to increase his holdings by 1.19%-2%.

Taihe New Materials (002254) announced on the evening of October 16 that Guotai Chengfeng, a wholly-owned subsidiary of Guofeng Group, the controlling shareholder of the company, increased its holdings of 10.3221 million shares of the company from September 30 to October 16, accounting for 1.19% of the company's total share capital. Guotai Chengfeng intends to continue to increase its holdings of the company's shares within 6 months from September 30, with the number of additional shares not less than 1.19% of the total share capital (including the number of increased shares), and no more than 2% of the current total share capital (that is, 17.2759 million shares), and the price of the proposed additional shares does not exceed 10.62 yuan per share.

Brand new: Jiande Junlin Enterprise Management Partnership increased its stake in the company by 5

Xinhao (000007) announced on the evening of October 16 that from May to October 2024, Jiande Junlin Enterprise Management Partnership (Limited Partnership) bought a total of 17.3225 million shares of the company through the Shenzhen Stock Exchange system, accounting for 5% of the company's total shares. After this change in equity, Jiande Junlin Enterprise Management Partnership (Limited Partnership) holds a total of 17,322,500 shares of the company, becoming the main body with more than 5% of the company's equity interests.

Sai Microelectronics: The National Integrated Circuit Fund plans to reduce its holdings of no more than 1.5% of its shares

Saiwei Electronics (300456) announced on the evening of October 16 that the company's 10.06% shareholder, the National Integrated Circuit Fund, plans to reduce the company's shares by a total of no more than 10,983,200 shares, that is, no more than 1.5% of the company's total share capital.

Sanyuan Biotech: Luxin Capital plans to reduce its holdings of no more than 3% of the company's shares

Sanyuan Biology (301206) announced on the evening of October 16 that Shandong Luxin Qisheng Investment Management Co., Ltd., the company's 8.92% shareholder, Shandong Luxin Capital Market Development Equity Investment Fund Partnership (Limited Partnership) (hereinafter referred to as "Luxin Capital"), plans to reduce the company's shares by a total of no more than 6.056 million shares (that is, no more than 3% of the total share capital after excluding the company's repurchase of shares in the special securities account).

Ruifeng New Materials: Sinopec Capital plans to reduce its holdings of no more than 2% of the company's shares

Ruifeng New Materials (300910) announced on the evening of October 16 that Sinopec Group Capital Co., Ltd. (hereinafter referred to as "Sinopec Capital"), a shareholder of 13.68% of the company's shares, plans to reduce its holdings of the company's shares by no more than 5,835,800 shares, and the reduction ratio does not exceed 2% of the company's total share capital.

Aopumai: China Life Chengda plans to reduce its holdings of no more than 3% of the company's shares

Aopumai (688293) announced on the evening of October 16 that the company's 7.91% shareholder, China Life Chengda (Shanghai) Health Industry Equity Investment Center (Limited Partnership) (hereinafter referred to as "China Life Chengda"), plans to reduce the company's shares by a total of no more than 3,443,200 shares through block trading and centralized bidding transactions from November 7, 2024 to February 4, 2025, accounting for no more than 3% of the company's total share capital.

Primarius Electronics: Golden Autumn Investment and others will reduce their holdings of the company by no more than 3% in total

Primarius Electronics (688206) announced on the evening of October 16 that the company's shareholders Jinqiu Investment, Jiacheng Investment, Jingyuan Investment, Ruicheng Investment and Guoxing Tongying plan to reduce their holdings of the company's shares by no more than 13,014,100 shares, not exceeding 3% of the company's total share capital, due to their own capital needs. Jinqiu Investment, Jiacheng Investment, Jingyuan Investment, Ruicheng Investment and Guoxing Tongying are acting in concert, holding a total of 11.99% of the company's shares.

Three-state shares: shareholders plan to reduce their holdings of no more than 5.74% of the company's shares

Sanshi shares (301558) announced on the evening of October 16 that the company's shareholders Zhuhai Anci Internet Luhao Venture Capital Fund Partnership (Limited Partnership) and Zhuhai Anci Wenchuang Wuhao Equity Investment Fund Enterprise (Limited Partnership) are acting in concert, holding a total of 5.74% of the company's shares, and plan to reduce the company's shares by centralized bidding and/or block trading not more than 45.2932 million shares, that is, no more than 5.74% of the company's total share capital.

[Winning the Contract].

Focuslight: Obtained a designated letter from a well-known European automotive Tier1 customer

Focuslight Technology (688167) announced on the evening of October 16 that the company recently obtained an official designation letter for the second LiDAR line spot emission module project (hereinafter referred to as the "designated project") from a well-known European automotive Tier1 customer (customer code: AG). The end car company customer of this designated project is a world-renowned car company headquartered in Europe, and the mass production time of the launch module is expected to be 2027. According to the customer's forecast, the estimated demand for the fixed-point project is about 150,000 sets during the life cycle.

Dashi Intelligence: Signed a 151 million yuan Shenzhen-Huizhou intercity integrated monitoring and MCC system project

Dashi Intelligent (002421) announced on the evening of October 16 that the company recently reached a consensus with Guangdong Shenhui Intercity Railway Co., Ltd. on matters related to the comprehensive monitoring and MCC system project of the Shenzhen-Huizhou Intercity Railway in the Shenzhen Metropolitan Area of the Guangdong-Hong Kong-Macao Greater Bay Area, and formally signed the project contract in Shenzhen, with a contract amount of 151 million yuan, accounting for 3.95% of the company's operating income in 2023.

Huadian Heavy Industry: The subsidiary signed a procurement contract of 207 million yuan with Mingyang Intelligent

Huadian Heavy Industry (601226) announced on the evening of October 16 that recently, the company's wholly-owned subsidiary, Heavy Industry Machinery, and Mingyang Intelligent (601615) signed the "Domestic Mongolia Tongwei Silicon Energy Green Power Supply Project Wind Turbine Project Tower and Accessories Procurement Contract", with a contract amount of about 207 million yuan (including tax), accounting for about 2.89% of the company's latest audited operating income. The smooth performance of the contract is conducive to consolidating the market position of the company and the wind power tower business of heavy industry machinery.

Guosheng Technology: The subsidiary won the bid for the 392.5 million yuan photovoltaic module centralized procurement project

Guosheng Technology (603778) announced on the evening of October 16 that Anhui Guosheng New Energy Technology Co., Ltd., a subsidiary of the company's secondary holding company, won the bid for the second batch of photovoltaic module centralized procurement projects (bid section 2) of China Huadian Group Co., Ltd. in 2024, with a winning bid amount of 392.5 million yuan.

Southeast Grid: Won the bid for the second phase of the construction project of Hangzhou Ninth People's Hospital

Southeast Grid (002135) announced on the evening of October 16 that the company was identified as the winning bidder of the "Second Phase Construction Project of the Ninth People's Hospital of Hangzhou". The total amount of bids for the project is 359 million yuan, accounting for 2.76% of the company's operating income in 2023.

Shudao Equipment: Jointly signed a contract for the coke oven gas comprehensive utilization to LNG project

Shudao Equipment (300540) announced on the evening of October 16 that recently, the company (consortium leader), Southwest Chemical Research and Design Institute Co., Ltd. (hereinafter referred to as "Southwest Design Institute"), Sichuan Road and Bridge Urban Construction Co., Ltd. (hereinafter referred to as "Sichuan Road and Bridge Urban Construction") and Jiangsu Tianmu Construction Group Co., Ltd. (hereinafter referred to as "Jiangsu Tianmu") formed a consortium Mongolia Mongolia to sign the "150,000 tons/ / The EPC contract of the engineering design, procurement and construction consortium of the coke oven gas comprehensive utilization to LNG technical transformation project was completed, with a total price of 377 million yuan including tax.

[Other].

Penghui Energy: It is planned to invest 1 billion yuan to build a lithium-ion battery project

Penghui Energy (300438) announced on the evening of October 16 that the company plans to build a new project with a daily production capacity of 30,000 small power square aluminum shell lithium-ion batteries and a daily production capacity of 500,000 capacitive lithium-ion batteries in Zhengyang County, Zhumadian City, with a planned total investment of 1 billion yuan.

Naipu Mining Machine: Zambia production base was completed and put into operation

Naipu Mining Machinery (300818) announced on the evening of October 16 that the first phase of the company's Zambia production base was fully completed and officially put into operation. In 2022, the company started the construction of its Zambian production base, which is located in Zambia's Copperbelt Province, adjacent to the Zambia-DRC Copperbelt. With a total investment of about 30 million US dollars, the project produces wear-resistant spare parts such as composite lining plates and slurry pump flow parts, with an annual production capacity of 4,000 tons. At the same time, it provides customers with after-sales maintenance, maintenance and warehousing and other service functions. After the Zambia production base is put into operation, it can effectively meet the local mining needs in Africa and expand the company's influence in the African region.

Yulong shares: Pajingo gold mine reserves

Yulong Co., Ltd. (601028) announced on the evening of October 16 that Yuxin Holdings, a wholly-owned subsidiary of the company, operates the Parkingo gold mine in Queensland, Australia, through NQM Gold 2 Pty Ltd. In recent years, Yuxin Holdings has continuously increased its efforts to explore and increase reserves of Parkingo gold mine. Recently, according to the latest Annual Mineral Resource Statement issued by Yuxin Holdings, as of June 30, 2024, the Parkingo gold mine had 13.491 million tons of JORC-compliant ore, an increase of 2.583 million tons over the same period last year, and 2.223 million ounces (69.14 tons) of gold, an increase of 202,000 ounces (6.28 tons) over the same period of the previous year, with an average grade of 5.1 g/t.

Meibang Apparel: The subsidiary was exempted from the rent of 50 million yuan by Shanghai Kangqiao Industrial

Meibang Apparel (002269) announced on the evening of October 16 that the company's wholly-owned subsidiary, Shanghai Miansidi Garment Co., Ltd. (hereinafter referred to as "Miansidi") recently received the "Debt Waiver Letter" from Shanghai Kangqiao Industry, and Shanghai Kangqiao Industrial agreed to waive the rent owed by Miansidi for a total of 50 million yuan.