[Performance].

China Merchants Bank's performance report: net profit in 2024 will be 148.391 billion yuan, a year-on-year increase of 1.22

China Merchants Bank (600036) announced that its operating income in 2024 will be 337.537 billion yuan, a year-on-year decrease of 0.47%; net profit attributable to shareholders of the Bank was RMB148.391 billion, representing a year-on-year increase of 1.22%. As of 31 December 2024, the Group's non-performing loan ratio was 0.95%, unchanged from the end of the previous year. The provision coverage ratio was 411.98%, down 25.72 percentage points from the end of the previous year, and the loan provision ratio was 3.92%, down 0.22 percentage points from the end of the previous year.

Great Wall Motor: Net profit in 2024 is expected to be 12.4 billion yuan to 13 billion yuan, an increase of 76.6% to 85.14% year-on-year

Great Wall Motor (601633) released the 2024 annual performance forecast, according to the preliminary calculation of the company's financial department, the company expects to achieve a net profit attributable to the owners of the parent company in 2024 of 12.4 billion yuan to 13 billion yuan, an increase of 5.378 billion yuan to 5.978 billion yuan compared with the same period last year, an increase of 76.6% to 85.14% year-on-year.

Songfa shares: It is expected that the net profit in 2024 will be a loss of 62.25 million yuan - 87 million yuan

Songfa Co., Ltd. (603268) announced that the company expects to achieve a net profit attributable to the owners of the parent company in 2024 of 62.25 million yuan to 87 million yuan, compared with a loss of 117 million yuan in the same period last year. During the reporting period, the international market was still sluggish, and the newly developed customers had not yet formed a sales scale; The low-price competition of domestic e-commerce has compressed the company's product profits, and the gross profit space of large customized orders has been limited; The price of natural gas, the company's main raw material, increased slightly, while the increase in workers' wages increased the cost of products.

Yonghui Supermarket: The net profit in 2024 is expected to lose 1.4 billion yuan

Yonghui Supermarket (601933) announced that it expects a net profit loss attributable to shareholders of listed companies of 1.4 billion yuan in 2024, compared with a loss of 1.33 billion yuan in the same period last year. The company's operating situation in 2024 has not improved significantly compared with 2023, on the one hand, due to the overall challenges of the retail industry, which has led to the continuous pressure on the company's overall customer flow and customer orders, but more importantly, because of the early pain caused by the company's proactive strategic and business model transformation in the second half of 2024. By the end of 2024, the company has completed the adjustment of 31 stores, and although the adjustment of stores has quickly and significantly increased customer flow and sales, the new business model requires a large amount of manpower and material resources in the early stage (including long-term store closure and transformation) and sufficient time for capacity iteration. At the same time, the company also quickly closed the tail store; The above factors led to a decline in performance.

China Micro Corporation: Net profit in 2024 is expected to decrease by 4.81%-16.01% year-on-year

China Micro Corporation (688012) announced that the company expects to achieve a net profit attributable to the owners of the parent company of 1.5 billion yuan to 1.7 billion yuan in 2024, a year-on-year decrease of about 16.01% to 4.81%. In 2024, the company's R&D investment will be about 2.450 billion yuan, an increase of 1.188 billion yuan (an increase of about 94.13%) over last year, and the proportion of R&D investment in 2024 will be about 27.03% of the company's operating income. R&D expenses in 2024 will be 1.415 billion yuan, an increase of about 599 million yuan (an increase of about 73.32%) over last year. In addition, in 2023, the company sold part of the shares of Tuojing Technology Co., Ltd., generating a net income after tax of about 406 million yuan, while the company did not have such equity disposal gain in 2024. In 2024, the sales of etching equipment will be about 7.276 billion yuan, a year-on-year increase of about 54.71%. LPCVD film equipment will achieve the first sales in 2024, and the annual equipment sales will be about 156 million yuan.

Chuan Jinnuo: In 2024, it is expected to achieve a net profit of 150 million yuan to 185 million yuan year-on-year

Chuanjinnuo (300505) announced that in 2024, it is expected to achieve a net profit attributable to shareholders of listed companies of 150 million yuan to 185 million yuan, compared with a loss of 91.4595 million yuan in the same period last year. In 2024, with the recovery of the phosphorus chemical market, and at the same time, according to the market situation, the company will give full play to the advantages of flexible equipment, scientifically adjust the product structure, and carefully organize production, the comprehensive gross profit margin of the company's products will increase, and the profitability will be significantly improved.

Polydi: Net profit in 2024 is expected to increase by 10.57%-18.61% year-on-year

Baolidi (300905) announced that in 2024, it is expected to achieve a net profit attributable to shareholders of listed companies of 110 million yuan to 118 million yuan, a year-on-year increase of 10.57% to 18.61%. The company continues to develop R&D, innovate and expand the market, and has achieved a double improvement in product quality and sales. During the reporting period, the company's operating income increased by about 14% year-on-year. The gross profit margin of the company's products increased steadily and steadily, and the gross profit increased by about 43 million yuan over the same period last year, a year-on-year increase of about 20%.

Anfu Technology: Net profit in 2024 is expected to increase by 36.41%-53.68% year-on-year

Anfu Technology (603031) announced that the company expects to achieve a net profit attributable to the owners of the parent company of 158 million yuan to 178 million yuan in 2024, an increase of 36.41% to 53.68% year-on-year. During the reporting period, the company's equity ratio in Nanfu Battery was further increased, which in turn increased the net profit attributable to shareholders of the listed company.

Guyue Longshan: Net profit in 2024 will decrease by 50.84% to 46.3% year-on-year

Guyue Longshan (600059) announced that after preliminary calculations, it is expected that the net profit attributable to the owners of the parent company in 2024 will be 195 million yuan to 213 million yuan, a decrease of 202 million yuan to 184 million yuan compared with the same period last year, a year-on-year decrease of 50.84% to 46.3%. It is estimated that the net profit attributable to the owners of the parent company after deducting non-recurring gains and losses in 2024 will be 193 million yuan to 201 million yuan, an increase of 1.52 million yuan to 9.52 million yuan compared with the same period last year, an increase of 0.79% to 4.97% year-on-year. The main reason for the decrease in the current period is the impact of non-operating profit and loss. Because the company received the compensation for the demolition of the house of Shen Yonghe Distillery and the transfer of 49% of the equity of Zhejiang Guyue Longshan Electronic Technology Development Co., Ltd. (hereinafter referred to as "Longshan Electronics") held in the previous period, the company carried out corresponding accounting treatment for part of the compensation for the demolition of the house and appurtenances of Shen Yonghe Distillery and the equity transfer of Longshan Electronics, and recognized it as a non-recurring profit and loss (income) of 205 million yuan, which accounted for 51.6% of the company's net profit attributable to the parent company in the same period last year. There were no such income items in the current period.

Liuhua shares: net profit in 2024 is expected to decrease by about 61% year-on-year

Liuhua Co., Ltd. (600423) issued an announcement on the pre-reduction of annual results in 2024, and according to the preliminary calculation of the company's financial department, it is expected that the net profit attributable to shareholders of listed companies in 2024 will be 28.44 million yuan, a decrease of 44.81 million yuan compared with the same period last year, a year-on-year decrease of about 61%. The company's performance is mainly due to non-recurring profit and loss, one is the same period last year, the company wrote off the undeclared claims recorded in the judicial restructuring books, and obtained 45.0775 million yuan of debt restructuring gains;

AIA ceiling: In 2024, it is expected to lose 90 million yuan - 130 million yuan year-on-year

AIA Ceiling (002718) announced that the net profit attributable to shareholders of listed companies in 2024 is expected to be a loss of 90 million yuan to 130 million yuan, a year-on-year loss. During the reporting period, the company expects to provide a total of about 98 million yuan of credit and asset impairment losses; In addition, during the reporting period, the company's sales scale decreased year-on-year and operating income decreased.

Hotgen Biotech: It is expected to lose 175 million yuan to 200 million yuan in 2024

Hotgen Biotechnology (688068) announced that it is expected to achieve annual operating income of 490 million yuan to 520 million yuan in 2024, a year-on-year decrease of 3.93% to 9.47%. It is expected that the net profit attributable to the owners of the parent company in 2024 will be -175 million yuan to -200 million yuan, and there will be a loss compared with the same period last year. During the reporting period, with the continuous advancement of medical centralized procurement, the competition in the industry stock intensified, the terminal admission price of products further declined, and the company's single-machine revenue and single-machine output rate declined to varying degrees. The above factors have a great impact on the company's comprehensive gross profit margin and gross profit; On the other hand, the company calculated in accordance with the consistent impairment policy, and made provision for impairment losses on related operating assets such as reagents and equipment.

EGing Optoelectronics: The net profit in 2024 is expected to lose 1.9 billion yuan to 2.3 billion yuan

EGing Optoelectronics (600537) announced that it is expected to achieve a net profit loss attributable to the owners of the parent company of 1.9 billion yuan to 2.3 billion yuan in 2024, and the profit level will decline compared with the same period last year, and there will be a loss. Under the guidance of the national policy of "carbon peak" and "carbon neutrality", the domestic photovoltaic industry will continue to maintain a good development trend in 2024, but due to the technological progress of photovoltaic products in recent years leading the industry change, the expansion of photovoltaic industry capacity has been accelerated, and there has been a phased supply and demand mismatch between production capacity and market demand, market competition has intensified, the price of the industrial chain has continued to fall, and the overall gross profit and profitability of the industry have declined.

Anyuan Coal: The net profit in 2024 is expected to be a loss of 247 million yuan to 296 million yuan

Anyuan Coal Industry (600397) announced that it is expected that the net profit attributable to the owners of the parent company in 2024 will be -247 million yuan to -296 million yuan, compared with -114 million yuan in the same period last year. The main reasons for the performance loss: first, due to the impact of safety accidents and the suspension and rectification of three pairs of coal mines in Fengcheng area, the sales volume of coal types decreased by 141,000 tons year-on-year, and the income was reduced by 65.28 million yuan; second, the coal market fell, and the selling price of coal types fell by 165 million yuan year-on-year.

ST Infineon: In 2024, it is expected to lose 300 million yuan to 350 million yuan year-on-year

ST Infineon (002528) announced that the net profit attributable to shareholders of listed companies in 2024 is expected to be a loss of 300 million yuan to 350 million yuan, compared with a loss of 771 million yuan in the same period last year. During the reporting period, in view of the continuous decline in the scale and gross profit margin of the Internet marketing business of the subsidiary Xinpu Internet (Beijing) Technology Co., Ltd. in recent years, which had a certain impact on the company's overall financial condition and operating results, the company adopted a contraction business strategy, which had a greater impact on the company's operating income.

712: The loss is expected to be 212 million yuan to 312 million yuan in 2024

712 (603712) announced that the net profit attributable to shareholders of listed companies in 2024 is expected to be -312 million yuan to -212 million yuan, compared with the same period last year, there will be a loss. The main reasons for the pre-loss of performance: the company's sales orders did not meet expectations, resulting in a decline in operating income and a decline in gross profit margin; At the same time, in order to ensure the company's industry status and strive for more market orders, the company continues to invest in scientific research and research and development expenses, resulting in a decline in profits.

[Increase or decrease in holdings].

Prius: The actual controller intends to increase his shareholding in the company by 6 million yuan to 9 million yuan

Prius (301257) announced that Lai Chunbao, the actual controller of the company, intends to increase his holdings of the company's shares through methods including but not limited to centralized bidding and block trading, and the amount of the increase plan is not less than 6 million yuan and not more than 9 million yuan, and the price range is not set for this increase.

[Do a repurchase].

Aoxiang Pharmaceutical: The actual controller proposed to repurchase the company's shares for 50 million yuan to 100 million yuan

Aoxiang Pharmaceutical (603229) announced that Zheng Zhiguo, the company's controlling shareholder, actual controller, chairman and general manager, proposed that the company use its own funds and/or self-raised funds to repurchase part of the company's issued RMB ordinary shares (A shares) through the Shanghai Stock Exchange trading system in a centralized bidding transaction, and the repurchased shares are intended to be used for the implementation of equity incentives and/or employee stock ownership plans in the future. The upper limit of the repurchase price shall not be higher than 150% of the average trading price of the company's shares in the 30 trading days before the board of directors passes the resolution to repurchase shares, which shall be subject to the repurchase plan deliberated and approved by the board of directors. The total amount of funds for the repurchase of shares: not less than 50 million yuan (inclusive) and not more than 100 million yuan (inclusive).