Evening announcement丨 January 5, these announcements are interesting
DATE:  Jan 05 2025

[Product].

Yongxin Zhicheng responded to being included in the SDN list by the US Department of the Treasury OFAC: resolutely oppose groundless accusations and illegal unilateral sanctions

Yongxin Zhicheng (688244) announced that the company is concerned about the inclusion of the company in the SDN list (Specially Designated Nationals List) by the U.S. Treasury Department OFAC (Office of Foreign Assets Control of the U.S. Treasury). At present, Yongxin Zhicheng has not established subsidiaries and branches in the United States, does not conduct business in the United States, and does not have any assets in the United States. The company's operating and financial conditions are normal, and the market development work is progressing in an orderly manner, and the event will not have a material adverse impact on the company's daily business development. OFAC's sanctions are unilateral, and its decision to include the company on the SDN list has no factual basis, and the company firmly opposes the unfounded accusations and illegal unilateral sanctions against companies by the U.S. Treasury Department.

Robotec: The Mergers and Acquisitions and Reorganization Committee of the Shenzhen Stock Exchange has postponed the consideration of the company's issuance of shares to purchase assets

Robotec (300757) announced that the company received the announcement of the results of the review meeting issued by the Mergers and Acquisitions and Reorganization Committee of the Shenzhen Stock Exchange on January 3, and reviewed the company's issuance of shares and payment of cash to purchase assets and raise matching funds, and the result was a postponement of the review. During the deliberations, the M&A and Reorganization Committee raised questions about the relevance of the two transactions and the fairness of the transaction pricing, and requested the company to further implement the relevant matters. This matter is subject to the approval of the Shenzhen Stock Exchange and the approval of the China Securities Regulatory Commission before it can be implemented, which is uncertain.

Hals: The application for issuing shares to specific targets was accepted by the Shenzhen Stock Exchange

Hals (002615) announced that the company recently received the Shenzhen Stock Exchange issued the "Notice on Accepting the Application Documents for the Issuance of Shares by Zhejiang Hals Vacuum Ware Co., Ltd. to Specific Objects", and the Shenzhen Stock Exchange checked the application documents submitted by the company for the issuance of shares to specific objects, and decided to accept the application documents that the application documents were complete.

Wolong Electric Drive: Terminated the planning for the listing of Longneng Power on the Beijing Stock Exchange

Wolong Electric Drive (600580) announced that the company held the 11th interim board meeting of the 9th session and the 9th meeting of the 9th board of supervisors on January 5, 2025, and deliberated and passed the "Proposal on the Termination of Zhejiang Longneng Electric Power Technology Co., Ltd.'s Application for Listing on the Beijing Stock Exchange", and agreed to the termination of Longneng Power's application for listing on the Beijing Stock Exchange.

Mogao shares: The chairman of the board of directors was fined 1.5 million yuan for insider trading of the company's shares

Mogao shares (600543) announced that it received a notice from Du Guangzhen, chairman of the company, that it recently received the "Administrative Penalty Decision" issued by the Qinghai Supervision Bureau of the China Securities Regulatory Commission. Du Guangzhen used the account of "Fan Moucun" to trade "Mogao shares" during the sensitive period of inside information. The Qinghai Securities Regulatory Bureau decided to confiscate Du Guangzhen's illegal gains of 199,400 yuan and impose a fine of 1.5 million yuan. The matters in the above-mentioned "Administrative Penalty Decision" only involve Du Guangzhen personally and will not affect the company's daily business activities.

ST Xulan: Unable to complete the rectification of capital occupation within the correction period, trading will be suspended from January 6

ST Asahi Blue (000040) announced that up to now, the company's controlling shareholder Dongxu Group has occupied a total of 7.527 billion yuan of the company's funds for non-operating purposes, and the company's collection work has not made substantial progress. According to the relevant regulations, the company is unable to complete the rectification within the correction period and clear all the occupied funds, and the company's shares will be suspended from the opening of the market on the next trading day (January 6, 2025) after the expiration of the correction period. If the rectification is not completed within two months of the suspension of the company's shares, the company's shares will be subject to a delisting risk warning. If the rectification is not completed within two months from the date of the company's stock trading being delisted risk warning, the Shenzhen Stock Exchange will decide to terminate the listing and trading of the company's shares.

[Sign a big order].

Construction restoration: jointly won the bid for 100 million yuan water safety treatment project

Construction Engineering Restoration (300958) announced that recently, the company and Jinhe Water (the lead party) formed a consortium to participate in the bidding of the "Miyun Reservoir Upstream River Channel Water Safety Treatment Project" and won the bid, with a bid amount of 100 million yuan. Jinhe Water is a shareholding enterprise of Beijing Construction Engineering Group, the controlling shareholder of the company, and this transaction constitutes a connected transaction.

Chongqing Construction Engineering: Jointly won the bid for the first phase of Chongqing Rail Transit Line 7 civil construction general contracting project

Chongqing Construction Engineering (600939) announced that after public bidding, the consortium formed by the company, Chongqing Foreign Construction (Group) Co., Ltd. (hereinafter referred to as "Foreign Construction Group") and Chongqing Construction Engineering Municipal Transportation Engineering Co., Ltd. (hereinafter referred to as "Municipal Transportation Company"), a wholly-owned subsidiary of the company, won the bid for the first phase of Chongqing Rail Transit Line 7 Civil Construction General Contracting Project (5). According to the "Consortium Agreement" and other relevant agreements, the company and the municipal transportation company undertake 70% of the construction tasks of the project, involving a contract amount of about 931 million yuan.

Warner Pharmaceutical: A number of the company's products participate in the centralized procurement of drugs and plan to win the bid

Huana Pharmaceutical Co., Ltd. (688799) announced that the company participated in the centralized procurement of the National Proprietary Chinese Medicine Procurement Alliance organized by the National Joint Procurement Office of Traditional Chinese Medicine (the first batch of expansion and continuation) and the bidding for the centralized procurement of chemical drugs in Beijing, Tianjin, Hebei and Jiangxi led by the Hebei Provincial Medical Drugs and Devices Centralized Procurement Center. The results of the selection showed that the company's ginkgo biloba leaves, fosfomycin tromethamine powder, and diclofenac sodium sustained-release tablets were intended to win the bid.

Chengdi Xiangjiang: The subsidiary jointly won the bid for a major project of 4.452 billion yuan

Chengdi Xiangjiang (603887) announced that the company recently received a notice from its subsidiaries Xiangjiang System Engineering Co., Ltd. and Shanghai Qisi Cloud Computing Co., Ltd. on winning the bid for the "China Mobile Hohhot Data Center Computing Infrastructure Construction and Maintenance Service Procurement Project". The overall winning bid amount of the consortium: 4.452 billion yuan (tax included). Since the project involves the joint bidding of the consortium, the amount of the company's take-home income will be less than the overall winning bid amount of the above-mentioned consortium, and the specific amount shall be subject to the subsequent formal signing of the contract. Up to now, the company has not signed a formal contract with the tenderer.

Lizhong Group: Received the customer's project designation notice, and the total sales volume during the project cycle was about 187 million yuan

Lizhong Group (300428) announced that its subsidiaries Tianjin Lizhong Wheel Co., Ltd. and Baoding Lizhong Wheel Manufacturing Co., Ltd. recently received a fixed-point notice from an international head luxury automobile manufacturer (hereinafter referred to as "Customer 1") and a domestic new energy vehicle manufacturer (hereinafter referred to as "Customer 2") for aluminum alloy wheel projects. Customer 1 project is expected to start mass production in August 2026, with a project life cycle of 6 years, and the sales amount is expected to be about 107 million yuan in the project cycle, and customer 2 project is expected to start mass production in April 2025, with a project life cycle of 2 years, and the sales amount is expected to be about 80 million yuan in the project cycle. Customer 1 and Customer 2 are expected to have a total sales of approximately RMB187 million during the project period. This fixed-point project does not rule out the possibility of sharing products with other projects in the future.

[Performance].

Conch New Materials: The expected loss in 2024 is about 100 million yuan to 70 million yuan

Conch New Materials (000619) released a performance forecast for 2024, with an expected operating income of 5 billion yuan to 5.7 billion yuan in 2024, compared with 5.796 billion yuan in the same period last year, and a loss of about 100 million yuan to 70 million yuan, compared with a loss of 18.5897 million yuan in the same period last year. The main reason for the loss in operating performance was the year-on-year decline in sales of plastic profiles due to the impact of the real estate market situation and market competition.

Taotong Technology: In 2024, the pre-profit will be 620 million yuan to 680 million yuan, an increase of 245.92% to 279.39% year-on-year

Auberge Technology (688208) disclosed its 2024 performance forecast, and it is expected that the net profit attributable to the owners of the parent company in 2024 will be 620 million yuan to 680 million yuan, a year-on-year increase of 245.92% to 279.39%. During the Reporting Period, the Company's digital maintenance business achieved operating income of approximately RMB2.950 billion to RMB3.090 billion, and the Company's digital energy business achieved operating income of approximately RMB830 million to RMB890 million.

ST Tianbang: In 2024, the sales revenue of commercial pigs will decrease by 10.15% year-on-year

ST Tianbang (002124) announced that the company sold 542,500 commercial pigs in December 2024 (including 183,500 piglets), with a sales revenue of 787 million yuan and an average sales price of 16.83 yuan/kg (the average price of commercial fat pigs was 15.72 yuan/kg), with month-on-month changes of 17.16%, 15.12%, and -7.01% respectively. From January to December 2024, 5,991,600 commercial pigs (including 2,063,400 piglets were sold), with a sales revenue of 8.742 billion yuan and an average sales price of 17.84 yuan/kg (the average price of commercial fat pigs was 16.56 yuan/kg), with year-on-year changes of -15.85%, -10.15%, and 19.14% respectively.

[Increase or decrease in holdings].

Yanpai shares: The controlling shareholder plans to increase the company's shares by 56 million yuan - 112 million yuan

Yanpai shares (301081) announced that the controlling shareholder Tiantai Southwest Investment Management Co., Ltd. (hereinafter referred to as "Southwest Investment") intends to increase its holdings of the company's A shares through the methods permitted by the Shenzhen Stock Exchange (including but not limited to centralized bidding, block trading, etc.), and the total amount of the increase is not less than 56 million yuan and not more than 112 million yuan, and the number of additional holdings does not exceed 10% of the company's total share capital. The source of funds for the increase in holdings is Southwest Investment's own funds and special loans.

HBIS shares: The controlling shareholder and its persons acting in concert plan to increase their holdings of the company's shares by 216 million yuan to 432 million yuan

HBIS (000709) announced that the controlling shareholder Handan Iron and Steel Company and its concerted actor Tangshan Iron and Steel Company plan to increase their holdings of the company's shares through centralized bidding transactions. The total amount of the planned increase in holdings is not less than 216 million yuan and not more than 432 million yuan, of which Handan Iron and Steel Company plans to increase its holdings by no less than 108 million yuan and no more than 216 million yuan, and Tangshan Iron and Steel Company plans to increase its holdings by no less than 108 million yuan and not more than 216 million yuan. The shareholding increase plan does not set a fixed price range, and the shareholding increase plan is implemented at the right time. Source of funds: increase the entity's own funds and special loan funds, of which special loan funds account for no more than 90%.

[Do a repurchase].

Tianci Materials: It is planned to repurchase the company's shares with 100 million yuan to 200 million yuan

Tianci Materials (002709) announced that the company intends to use its own funds and self-raised funds (including special loans for commercial banks to repurchase special loans, etc.) to repurchase part of the company's A shares by centralized bidding, with a repurchase amount of not less than 100 million yuan and no more than 200 million yuan, and a repurchase price of no more than 25 yuan per share. The repurchased shares will be used as necessary to preserve the company's value and shareholders' equity, and will be sold within a specified period. The repurchase period shall not exceed three months from the date of the board of directors' deliberation and approval of the share repurchase plan.

Mei Yan auspicious: It is planned to repurchase the company's shares for 150 million yuan to 200 million yuan

Meiyan auspicious (600868) announced that the company intends to use its own funds and self-raised funds to repurchase the company's shares in a centralized bidding manner, with the amount of repurchased shares not less than 150 million yuan (inclusive) and not more than 200 million yuan (inclusive), and the purpose of repurchased shares: to maintain the company's value and shareholders' rights.

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