Significant Events

Huitong Group: Jointly won the bid for the 13.689 billion yuan project, and the company accounted for 5% of the investment

Huitong Group (603176) announced that recently, the consortium composed of the company and Cangzhou Transportation Development (Group) Co., Ltd. (leader) received the "Notice of Winning the Bid" and was determined to be the winning bidder of the project from Jingtai Expressway to Huanghua Port section of Qugang Expressway. The winning bid amount is 13.689 billion yuan, and the project is the winning bid of the consortium, and the company's capital contribution (or equity) ratio is 5%.

Shuangliang Energy Conservation: Shuangliang Energy Conservation (600481) announced that it won the bid for the 114 million yuan equipment procurement project, and recently received a notice from the bidding agency China Coal Bidding Co., Ltd., confirming that the company won the bid for the 26×66 thousand kilowatt cogeneration project intercooling equipment procurement project of China Coal Yili, which is predicted to generate about 6.6 billion kilowatt hours of electricity per year after the completion of the project, providing a clean and efficient heat source of about 11 million gigajoules. The winning bid amount is 114 million yuan, accounting for 0.49% of the company's audited operating income in 2023.

002421 Recently, the company and Shenzhen Guangtian Group Co., Ltd., as a consortium, reached a consensus with Shenzhen Airport (Group) Co., Ltd. on matters related to the Shenzhen Airport Education Base project, and formally signed a contract in Bao'an District, Shenzhen, with a contract amount of 50.8998 million yuan. For the project, the company provides a smart space overall solution covering multiple subsystems such as information facility system, smart card application system, building equipment management system, video security monitoring system, entrance and exit control system, parking lot management and parking space guidance system.

Yongan Xing: plans to purchase 65% of the equity of Shanghai Lianshi The stock will be suspended from tomorrow Yongan Xing (603776) announced that the company is planning to purchase 65% of the equity of Shanghai Lianshi Navigation Technology Co., Ltd. (hereinafter referred to as "Shanghai Lianshi") by issuing shares and paying cash. This transaction constitutes a major asset restructuring, does not constitute a restructuring and listing, and this transaction will not lead to a change in the actual controller of the company, and also constitutes a related party transaction. The company's stocks, convertible bonds and convertible bonds have been suspended since the market opened on November 21, and the suspension is expected to last no more than 10 trading days.

Sunrise East: No large-scale promotion of supercharging station plans Investors are reminded to pay attention to the risk of hot concept speculationSunrise Oriental (603366) announced that the company's stock price fluctuated greatly in the short term due to the impact of the press conference of the supercharging station built by the company in the early stage. The company has fully indicated that the business has not generated business revenue and revenue, and there is no plan for large-scale promotion. The company hereby reminds that the company's products, main business, and business model have not changed, and solemnly reminds investors to pay attention to the risk of speculation in hot concepts, prudent judgment, and rational decision-making.

*ST Jingfeng: The company and its subsidiaries have normal production and operation, and the stock will resume trading tomorrow*ST Jingfeng (000908) announced that the price of the company's shares from July 3, 2024 to November 15, 2024 was 752.78%, and the stock price fluctuated greatly, and the company applied for suspension verification. After self-inspection, the production and operation of the company and its subsidiaries are normal, there are no other major changes in the main business, and there are no major adjustments to the market environment and industry policies. Trading in the Company's shares will resume from the market open on Thursday, November 21, 2024.

Agricultural products: It is planned to establish a joint venture project company to invest in agricultural products (000061) of Shanghai Haijixing Huinan Project, the company intends to establish a joint venture project company with Shanghai Construction Engineering Group Co., Ltd., Shanghai Pudong Commercial Development Group Co., Ltd., and Shanghai Huiyunan Commercial Development Co., Ltd. to invest in the "Shanghai Haijixing Huinan Project", with a total investment of no more than 3 billion yuan and a registered capital of no more than 1.3 billion yuan, of which the company's shareholding ratio is not less than 51%. The project will be positioned as a first-class comprehensive agricultural product logistics trading center in Pudong New Area, and with the help of the location advantage of the project in Huinan Town, Shanghai, it will focus on the development of agricultural product import and export business, and will become an important distribution center for the import and export of agricultural products in the Yangtze River Delta and even the whole country.

Biyi shares: plans to invest 2 million yuan to set up a wholly-owned subsidiary, Biyi shares (603215) announcement, plans to invest 2 million yuan to set up a wholly-owned subsidiary Ningbo Biyi Import and Export Co., Ltd. The establishment of a wholly-owned subsidiary of the company is to provide the necessary import and export trade agent for the smooth operation of the company's overseas production capacity base, the company's secondary subsidiary Fuhaoda (Thailand) Co., Ltd. as the company's production base in Thailand, the construction of the base has entered the final stage, and the preliminary work of machinery and equipment commissioning has begun, and is expected to be put into operation in the first quarter of next year.

Topstar: The cooperation with Huawei (Shenzhen) Global Embodied Intelligence Industry Innovation Center is in the preliminary start-up stage, Topstar (300607) disclosed the company's stock price change announcement, the company signed a memorandum of cooperation with Huawei (Shenzhen) Global Embodied Intelligence Industry Innovation Center on November 15, the cooperation is in the initial start-up stage, has not generated actual revenue, will not have an impact on the company's performance, and the follow-up cooperation may face macroeconomic, industry policy changes, market competition, The impact of unpredictable factors such as technological iteration or force majeure has uncertainties on the company's future performance. The company's stock price has risen significantly in the short term, and the turnover rate and trading volume have been significantly enlarged. Investors are advised to invest rationally and pay attention to risks.

iFLYTEK: The concerted action agreement expired and the actual controller of the company was adjusted to Liu Qingfeng

iFLYTEK (002230) announced that on November 19, the "Concerted Action Person Agreement" signed by Liu Qingfeng, the actual controller of the company, and USTC Asset Management Co., Ltd. (hereinafter referred to as "HKUST Holdings") expired, and the concerted action relationship between the two parties was terminated, and the actual controller of iFLYTEK was adjusted from Liu Qingfeng and HKUST Holdings to Liu Qingfeng. This matter will not lead to a change in the company's main business and will not adversely affect the company's daily business activities.

Sinopec: The public issuance of corporate bonds to professional investors has been approved by the China Securities Regulatory Commission Sinopec (600028) announced that it recently received the "Approval of China Petroleum & Chemical Corporation for the Registration of Public Issuance of Corporate Bonds to Professional Investors" issued by the China Securities Regulatory Commission, and agreed to the company's registration application for public issuance of corporate bonds with a total face value of no more than 40 billion yuan to professional investors.

Guotai Junan: The merger case with Haitong Securities passed the anti-monopoly review Guotai Junan (601211) announced that recently, the State Administration for Market Regulation issued the "Decision on Not Implementing Further Review of the Anti-Monopoly Review of Concentration of Undertakings" (Anti-Enforcement Second Review Decision [2024] No. 584), the specific content is as follows: "In accordance with Article 30 of the Anti-Monopoly Law of the People's Republic of China, after preliminary review, it is hereby decided that There will be no further review of the merger between Guotai Junan Securities Co., Ltd. and Haitong Securities Co., Ltd. Your company can implement the concentration from now on. The case involved other matters other than the anti-monopoly review of the concentration of undertakings and was handled in accordance with relevant laws. ”

Hangzhou High-tech: The company and the relevant responsible persons received the administrative penalty decision Hangzhou High-tech (300478) announcement, the company and the company's chairman Hu Baoquan received the "Administrative Penalty Decision" issued by the Emergency Management Bureau of Yuhang District, Hangzhou City on November 19. According to the administrative penalty decision, at about 22:10 on December 26, 2023, a mechanical injury accident occurred during the operation of the PVC workshop in the company's southern district, resulting in one death. After investigation, it was determined that the accident was a production safety liability accident. The company did not investigate and found that the palletizing robot was still in the state of grasping and running after the personnel entered the palletizing area, and was responsible for the management of the accident; As the main person in charge of the company, Hu Baoquan failed to inspect and supervise the company's safety production status, failed to eliminate the hidden dangers of production safety accidents in a timely manner, and took leadership responsibility for the occurrence of this accident. The District Emergency Management Bureau decided to impose an administrative penalty of a fine of 370,000 yuan on the company, and decided to impose an administrative penalty of 173,500 yuan on Hu Baoquan.

Lipon Instruments: Received a $2.65 million grant from the Gates Foundation to support the AI ultrasound project Lipon Instruments (300206) announced that on March 14, 2024, the company signed a Master License, Development and Commercialization Agreement with Global Health Labs, Inc. in Bellevue, Washington, USA for the AI ultrasound project. BASED ON THE PHASED RESULTS OF THE CURRENT PROJECT AND THE BILL & MELINDA GATES FOUNDATION'S (THE "GATES FOUNDATION") ANTICIPATION OF THE PROJECT, THE COMPANY SIGNED A GRANT AGREEMENT (THE "GRANT AGREEMENT") WITH THE GATEES FOUNDATION ON NOVEMBER 18, 2024, TO FURTHER SUPPORT THE DEVELOPMENT OF NOVEL ULTRASOUND SOLUTIONS TO HELP MIDWIVES PERFORM OBSTETRIC ULTRASOUND SCREENING FOR PREGNANT WOMEN AND LABORING WOMEN TO IDENTIFY AND MANAGE PREGNANCY RISKS IN LOW- AND MIDDLE-INCOME COUNTRIES. Under the grant agreement, the Gates Foundation will provide a total of $2.65 million in grants to the company to support clinical testing, registration applications, and early market introduction of the partner's products.

Fengfan shares: 250 million yuan of special loan line support for stock repurchase Fengfan shares (601700) announced that the company received the "Agricultural Bank of China Loan Commitment Letter" issued by Changshu Branch of Agricultural Bank of China Co., Ltd. (hereinafter referred to as "Agricultural Bank of China Changshu Branch"), and Agricultural Bank of China Changshu Branch promised to provide the company with a special loan line of 250 million yuan for stock repurchase.

300456 Recently, the company's holding subsidiary, Celex Microsystem Technology (Beijing) Co., Ltd. (hereinafter referred to as "Celex Beijing"), received the certificate of specialized, special and new "little giant" enterprise issued by the Ministry of Industry and Information Technology, and Celex Beijing was recognized as a national-level specialized, special and new "little giant" enterprise, which is valid from July 1, 2024 to June 30, 2027.

Insigma: Jiuyuan Gene, a shareholding company, plans to be listed on the main board of the Hong Kong Stock Exchange, Insigma (600797) announced that Hangzhou Jiuyuan Gene Engineering Co., Ltd. (hereinafter referred to as "Jiuyuan Gene"), a shareholding company of Insigma Venture Capital, a wholly-owned subsidiary, disclosed its prospectus on the website of the Hong Kong Stock Exchange on November 20 and intends to conduct a global offering. Heda Jinyuan (Hong Kong) Limited, Fosun Industrial (Hong Kong) Limited, Hong Kong Jianyou Industrial Limited, Ali Health (Hong Kong) Technology Limited, Jointown International Group Company Limited, Delta Capital Hong Kong Limited and Wu Kaiyuan acted as cornerstone investors to subscribe for the total amount of approximately HK$350 million of the Offer Shares at the Offer Price. As of the disclosure date of the announcement, Insigma Venture Capital, a wholly-owned subsidiary of the company, held 12.26% of the shares of Jiuyuan Gene before its listing in Hong Kong.

Supply and marketing Daji: It is planned to acquire 51% of the equity of Beijing New Cooperation Commercial Development Co., Ltd. for 1.511 billion yuan Supply and marketing Daji (000564) announced that the company intends to acquire 51% of the equity of Beijing New Cooperation Commercial Development Co., Ltd. with 1.511 billion yuan in cash. The acquisition is in line with the strategic plan of the listed company to build a leading urban and rural circulation infrastructure construction operator in China. Through the integration of the commercial outlets, trade and logistics parks of the target company's civil air defense engineering and commodity trade assets and business, the business layout of the listed company in the three major business directions of commercial operation, trade logistics and commodity trade will be further optimized, which will help the listed company to better open up the two-way circulation channel of "industrial products to the countryside and agricultural products to the city", and promote the realization of the strategic goals of the listed company.

Lihu shares: relevant reports do not belong to the company's stock price may have a greater impact on the company's stock price of undisclosed material information Lihu shares (300694) disclosed stock trading changes announcement, the company found that the recent public media related reports, such as "Lihu shares: actively expand new areas to promote the development and industrialization of all-solid-state batteries", "Lihu shares: automotive turbocharger shell production capacity of about 11 million, business integration will focus on high-end research and development and capital operation", etc., verified, The relevant reports are not undisclosed material information that may have a significant impact on the trading price of the company's shares. The company, its controlling shareholders and actual controllers do not have any material matters that should be disclosed about the company but have not been disclosed, nor do they have any major matters in the planning stage. There have been no major changes in the company's current operating conditions and internal and external operating environment.

Tongde Chemical: Received the prior notice of administrative punishment from the Shanxi Securities Regulatory BureauTongde Chemical (002360) announced that the company received the "Prior Notice of Administrative Punishment" issued by the Shanxi Securities Regulatory Bureau on November 20, and the transfer of 100% equity of Tongmeng Chemical by Tongde Chemical is expected to generate a profit of 177 million yuan, which is a major event, but Tongde Chemical did not disclose the relevant information of the "Framework Agreement" as required, and it was not mentioned until January 30, 2024, when the "Announcement on the Company Received a Civil Litigation Subpoena" was issued. The Shanxi Securities Regulatory Bureau intends to decide: 1. Order Tongde Chemical to make corrections, give a warning, and impose a fine of 1 million yuan; 2. Zhang Yan was given a warning and fined 400,000 yuan; 3. Give Wu Qingwen a warning and impose a fine of 300,000 yuan; 4. Zhang Ning was given a warning and fined 200,000 yuan.

Increase or decrease repurchases

Camellia shares: The actual controller agreed to transfer 15.06% of the company's shares

Camellia shares (603615) announced that the actual controllers Chen Guanyu, Chen Kuisheng, Chen Fusheng and Lin Shifu intend to transfer a total of 36,423,700 shares of the company (accounting for 15.06% of the company's total share capital) to the transferee Damai Technology at a price of 18.6 yuan per share through agreement transfer, with a total share transfer price of 677 million yuan. After the transfer of this agreement, the actual controller of the company holds a total of 38.17% of the company's shares, which will not lead to a change in the actual controller of the company.

Shenzhou Taiyue: The vice chairman intends to reduce the company's shares by no more than 2% Shenzhou Taiyue (300002) announced that Li Li, the company's largest shareholder and vice chairman, plans to reduce some of the company's shares by centralized bidding transactions or block transactions within 3 months after 15 trading days, with a total reduction of no more than 39,251,300 shares (accounting for 2% of the company's total share capital).

Two-sided needle: shareholders intend to reduce their holdings of no more than 3% of the company's shares (600249) announced that Liuzhou Economic Development Investment Co., Ltd., a shareholder holding 5.99% of the shares, intends to reduce the number of shares of the company by a total of no more than 16.5 million shares through centralized bidding transactions and block transactions, and the total reduction ratio does not exceed 3%.

Juhe Materials: Shareholders intend to reduce their holdings of no more than 3% of the company's sharesJuhe Materials (688503) announced that Chen Yaomin, a shareholder holding 9.01% of the shares, intends to reduce his holdings of the company's shares by a total of no more than 7.261 million shares through centralized bidding transactions and block transactions, and the total number of shares to be reduced accounts for no more than 3% of the company's total share capital.

Kuaiyi Elevator: The actual controller and its concerted actors intend to reduce their holdings of no more than 3% of the company's shares Kuaiyi Elevator (002774) announced that the company's actual controller Luo Aiwen and his concerted actors Kuaiyi Equity and Hopson Enterprise plan to reduce their holdings of the company's shares by centralized bidding and block trading within 3 months after 15 trading days to no more than 10,100,600 shares, accounting for 3% of the company's current total share capital.

Junzheng Group: Shareholders plan to reduce their holdings of no more than 3% of the company's shares Junzheng Group (601216) announced that Tian Xiuying, a shareholder who holds 9.08% of the company's shares, intends to reduce the number of shares of the company through centralized bidding transactions not exceeding 84.3802 million shares, that is, no more than 1% of the company's total shares; The number of shares of the company that can be reduced through block trading shall not exceed 169 million shares, that is, no more than 2% of the total number of shares of the company.

Zongheng Communication: Shareholders plan to reduce their holdings of no more than 0.97% of the company's shares Zongheng Communication (603602) announced that Pu Shu, a shareholder holding 2.43% of the shares, plans to reduce his holdings of the company's shares by centralized bidding by no more than 2 million shares (accounting for 0.97% of the company's total share capital).

Market-Guide Security: It is planned to repurchase the company's shares for 40 million yuan to 60 million yuan, and Henghui Security (300952) announced that the company intends to repurchase part of the company's public shares for 40 million yuan to 60 million yuan for employee stock ownership plans or equity incentives, and the repurchase price does not exceed 30 yuan per share.

Actually home: It is planned to repurchase the company's shares from 50 million yuan to 100 million yuan

The 000785 company announced that the company intends to repurchase part of the company's shares with 50 million yuan to 100 million yuan, which will be cancelled and reduce the company's registered capital, and the repurchase price will not exceed 4.15 yuan per share.

Company dynamics

Company Nine: Signed a cooperation agreement with the BMW Group to develop new two-wheeled electric vehicles

The reporter learned from the company that on November 20, No. 9 Company (689009) signed a cooperation agreement with BMW Group. According to the agreement, Nine will develop and produce electric two-wheeled vehicle products with independent property rights, safety and innovation based on the two-wheeler safety technology patent developed by the BMW Group, combined with the company's own advanced technology. According to reports, BMW has been deeply involved in the motorcycle field for many years, and has accumulated a series of safety technologies including frame, suspension, canopy structure, seat belts, braking devices, etc.

Guanxiang Technology: The company's business in the field of artificial intelligence is oriented to the command and control and other military fields, and Guanxiang Technology (301213) said on the interactive platform that the company's artificial intelligence field is in accordance with the overall deployment and requirements of the national and military fields to promote national defense modernization, guided by the needs of field intelligence, and oriented to the military field business such as command and control, logistics support, intelligent equipment, QB analysis, and retirement and scrapping. In the field of UAV fighter combat, relying on the accumulation of independent core algorithms in the field of intelligent equipment, UAVs have a certain degree of intelligence and autonomy in reconnaissance, strike and other functions, which can assist in the execution of human-led combat missions more accurately and efficiently. The company attaches great importance to the construction of artificial intelligence infrastructure, and has extensively cooperated with domestic AI acceleration chip core manufacturers, designed an independent and controllable computing base based on heterogeneous computing architecture, integrated intelligent computing platform of high-performance computing, storage and network equipment, and supported the training and inference of various artificial intelligence models.

Sineng Electric: Signed a supply agreement for 2.6GW photovoltaic inverters for Saudi Arabia's PIF Phase IV photovoltaic power stationSineng Electric (300827) News, recently, Sineng officially signed a supply agreement for 2.6GW photovoltaic inverters for Saudi PIF Phase IV photovoltaic power stations jointly invested and constructed by Saudi International Power and Water Company, Saudi Public Investment Fund and Saudi Aramco Power Company. The supply agreement covers two sub-projects in the project group, Haden and Al-Khushaybi, with a total supply capacity of up to 2.6GW.

Ankai Micro: Multimedia has corresponding products with computing power and mass production and shipmentAnkai Micro (688620) said in an interview on November 20 that multimedia-related technology is one of the core technologies accumulated by Ankai Micro for many years, and there are corresponding products with computing power and mass production and shipment. The company has participated in the investment or initiated the establishment of two funds, and the relevant information has been released in the form of announcements. The company has been actively exploring the use of various effective epitaxial development methods to promote the medium and long-term development of the enterprise, and actively search for relevant high-quality targets. Regarding mergers and acquisitions, we will actively consider those that expand the market, customers, and application scenarios, or supplement and enhance the technology and product line.