[Business data].

Industrial Bank's performance report: net profit in 2024 will be 77.205 billion yuan, a year-on-year increase of 0.12

Industrial Bank (601166) released its 2024 annual performance report on the evening of January 15, with an operating income of 212.226 billion yuan in 2024, a year-on-year increase of 0.66%; net profit attributable to shareholders of the parent company was 77.205 billion yuan, a year-on-year increase of 0.12%. As of the end of 2024, the company's total assets were 10.51 trillion yuan, an increase of 3.47% from the end of the previous year, of which the balance of various loans was 5.74 trillion yuan, an increase of 5.05% from the end of the previous year; The total liabilities were 9.62 trillion yuan, an increase of 2.85% from the end of the previous year, of which the balance of deposits was 5.53 trillion yuan, an increase of 7.69% from the end of the previous year. The balance of non-performing loans of the Company was 61.477 billion yuan, an increase of 2.986 billion yuan from the end of the previous year, and the non-performing loan ratio was 1.07%, the same as that at the end of the previous year. The provision coverage ratio was 237.78%, a decrease of 7.43% from the end of the previous year.

Yutong Optics: Net profit in 2024 is expected to increase by 418.56%-548.2% year-on-year

Yutong Optics (300790) announced on the evening of January 15 that it is expected that the net profit attributable to shareholders of listed companies in 2024 will be 160 million yuan - 200 million yuan, an increase of 418.56% - 548.2% year-on-year. The main reasons for the expected increase in performance during the reporting period are: the company's traditional security lenses, vehicle lenses, glass aspherical lenses and other automotive optical components, mirrorless photography and other business volume increased, operating income increased, and gross profit margin rebounded. During the reporting period, it is estimated that the impact of non-recurring gains and losses on net profit will range from 30 million yuan to 40 million yuan.

Espressif's net profit in 2024 is expected to increase by 120% to 150% year-on-year

Espressif Technology (688018) announced on the evening of January 15 that according to the preliminary calculation of the financial department, it is expected to achieve operating income of 1.985 billion yuan to 2.015 billion yuan in 2024, an increase of 552 million yuan to 582 million yuan compared with the same period last year, an increase of 39% to 41% year-on-year. The net profit attributable to the owners of the parent company will be 300 million yuan to 340 million yuan, an increase of 164 million yuan to 204 million yuan compared with the same period last year, an increase of 120% to 150% year-on-year. The revenue growth in this period is mainly due to the continuous improvement of the penetration rate of digitalization and intelligence in downstream industries, as well as the gradual increase in the number of new potential customers from 2023 to 2024.

Dinglong shares: net profit in 2024 is expected to increase by 120.71%-138.73% year-on-year

Dinglong Co., Ltd. (300054) announced on the evening of January 15 that the company's net profit attributable to shareholders of listed companies in 2024 will be 490 million yuan - 530 million yuan, an increase of 120.71% - 138.73% over the same period last year. The semiconductor materials business and integrated circuit chip design and application business achieved operating income of about 1.56 billion yuan, a year-on-year increase of about 79%, and the company's semiconductor materials business has become an important source of profit for the company. In addition, the printing and copying general consumables business is expected to achieve operating income of about 1.8 billion yuan (excluding chips) in the current period, a slight year-on-year increase.

Bowling Bao: Net profit in 2024 is expected to increase by 100%-130% year-on-year

Bowling Bao (002286) announced on the evening of January 15 that it is expected to achieve a net profit attributable to shareholders of listed companies of 108 million yuan to 124 million yuan in 2024, a year-on-year increase of 100%-130%. During the reporting period, the company's differentiated fruit and grape syrup, high-end prebiotics, dietary fiber, sugar-free oligosaccharides and other high value-added products were welcomed by the market, and sales increased significantly. The market demand for functional sugars and sugar substitute products continues to grow, contributing more profits to the company; The market price and sales volume of erythritol gradually recovered, and the company seized the market opportunity brought by the EU anti-dumping policy, reconstructed the European market system, made the product occupy more share in the international market, and further enhanced the company's international competitiveness.

Yanjing Beer: Net profit in 2024 is expected to increase by 55.11%-70.62% year-on-year

Yanjing Beer (000729) announced on the evening of January 15 that it is expected to achieve a net profit attributable to shareholders of listed companies of 1 billion yuan to 1.1 billion yuan in 2024, an increase of 55.11%-70.62% over the same period last year. In 2024, the company's sales volume will increase steadily, especially the sales of Yanjing U8, a large single product, will maintain rapid growth, becoming one of the important driving forces for performance growth.

[M&A and reorganization].

Gold Securities Shares: Stocks that are planning major events will be suspended from tomorrow

Gold Securities Co., Ltd. (600446) announced on the evening of January 15 that the company is planning a major event, which may lead to a change of control of the company. Trading in the company's shares will be suspended from the market open on Thursday, January 16, 2025, and the suspension is expected to last no more than 2 trading days.

Montnets Technology: It is planned to purchase 100% of the shares of Bicheng Digital and resume trading tomorrow

Montnets Technology (002123) announced on the evening of January 15 that the company intends to purchase 100% of the shares of Bicheng Digital and raise matching funds by issuing shares and paying cash. Trading in the Company's shares will resume from the market open on Thursday, January 16, 2025.

Ryoden Electric Control: It is planned to purchase 51%-100% of the shares of Jiangsu Aoyix, and the stock will be suspended from tomorrow

Ryoden Electronic Control (688667) announced on the evening of January 15 that the company is planning to purchase 51%-100% of the shares of Jiangsu Aoyix Automotive Electronics Technology Co., Ltd. by issuing shares and paying cash. Due to the fact that this transaction is still in the planning stage and there are uncertainties, the company's shares will be suspended from the opening of the market on January 16, 2025, and the suspension is expected to last no more than 5 trading days.

[Refinancing].

Southern Seiko: It is planned to raise no more than 366 million yuan

Nanfang Precision (002553) announced on the evening of January 15 that it plans to raise no more than 366 million yuan for the "precision brake and transmission parts production line construction project" and "precision industrial bearing production line construction project".

[increase and decrease in holdings, repurchase].

Huayou Cobalt: The controlling shareholder plans to increase its shareholding in the company by 200 million yuan to 400 million yuan

Huayou Cobalt (603799) announced on the evening of January 15 that its controlling shareholder, Huayou Holdings, intends to increase its holdings of the company's A shares through centralized bidding transactions, with a total amount of not less than 200 million yuan and no more than 400 million yuan.

Binhua shares: the largest shareholder plans to increase its holdings of the company's shares by 140 million yuan to 280 million yuan

Binhua Co., Ltd. (601678) announced on the evening of January 15 that the company's largest shareholder, Binzhou Heyi Industrial Investment Partnership (Limited Partnership) (hereinafter referred to as "Heyi Investment"), intends to increase its holdings of the company's shares by centralized bidding transactions, with a total amount of not less than 140 million yuan (inclusive) and no more than 280 million yuan (inclusive). The source of funds for the proposed increase in shares is the special loan provided by China Construction Bank Corporation Binzhou Bincheng Sub-branch to Heyi Investment and Heyi Investment's own funds. Recently, China Construction Bank Bincheng Sub-branch issued a "Loan Commitment" to Heyi Investment, agreeing to provide special loan support for Heyi Investment to increase its shareholding in the company, with a loan amount of 250 million yuan and a loan term of 36 months.

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

Sangfor (300454) announced on the evening of January 15 that it intends to repurchase the company's shares with 100 million yuan - 200 million yuan, and the repurchased shares will be used to implement the employee stock ownership plan or equity incentive plan, and the repurchase price will not exceed 80 yuan per share (inclusive).

Winner Technology: The controlling shareholder intends to reduce his holdings of no more than 3% of the company's shares

Winner Technology (300609) announced on the evening of January 15 that due to the return of personal capital needs such as the principal and interest of the share pledge, the controlling shareholder Zhang Hongjun plans to reduce the company's shares by centralized bidding and block trading by a total of no more than 3,603,400 shares (that is, no more than 3% of the company's total shares).

Xiamen Tungsten New Energy: Shareholders plan to reduce their holdings of no more than 1.94% of the company's shares

Xiamen Tungsten New Energy (688778) announced on the evening of January 15 that Ningbo Haicheng Lingzun Venture Capital Partnership (Limited Partnership), a shareholder holding 7.35% of the company's shares, intends to reduce the company's shares by a total of no more than 8,146,800 shares, that is, no more than 1.94% of the company's total share capital, due to its own capital needs.

[Winning the Contract].

Longjian Co., Ltd.: The total amount of winning projects in 2024 will be 21.131 billion yuan

Longjian Co., Ltd. (600853) released the main operating data for the fourth quarter of 2024 on the evening of January 15, with a total amount of 21.131 billion yuan in 2024, a year-on-year decrease of 8.52%, of which 6.548 billion yuan in the fourth quarter of 2024.

Tengda Construction: Won the bid for a parking lot construction project of 29.8727 million yuan

Tengda Construction (600512) announced on the evening of January 15 that recently, the company won the bid for the project of "construction of parking lots on the east side of Huancheng East Road and south side of Xianqian Street in Huangyan District". The winning bid price is 29.8727 million yuan, and the construction period is 360 calendar days.

[Other].

Humanwell Pharmaceutical: The controlling shareholder signed a reorganization investment agreement

Humanwell Pharmaceutical (600079) announced on the evening of January 15 that on January 15, 2025, the company's controlling shareholder, Wuhan Modern Technology Industry Group Co., Ltd. (hereinafter referred to as "Modern Technology"), has signed a reorganization investment agreement. According to the announcement, China Merchants Innovation & Technology (Group) Co., Ltd. (hereinafter referred to as "China Merchants Innovation & Technology") became a reorganization investor, with a total investment of 11.8 billion yuan. China Merchants Innovation & Technology will participate in the restructuring of Modern Technology through its wholly-owned China Merchants Life Sciences (Wuhan) Co., Ltd., and will control the voting rights of 23.7% of the shares of Humanwell Pharmaceutical held by Modern Technology. The company announced on the same day that its holding subsidiary, Yichang Renfu Pharmaceutical Co., Ltd., recently received the "Drug Registration Certificate" for midazolam maleate tablets approved and issued by the State Drug Administration. Midazolam maleate tablets are indicated for sleep disorders and insomnia, especially for patients with difficulty falling asleep, premedication for surgery or diagnostic procedures.