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A number of listed companies in Shanghai and Shenzhen issued company announcements on the evening of March 3, and the following is a summary of important announcements.
[Product].
Thayer shares: solid-state battery products are still in the development and trial production stage and have not yet generated revenue
Thayer shares (300473) disclosed the announcement of stock trading changes, based on the abnormal fluctuation of the company's stock trading price, the company noticed that the recent "solid-state battery concept" has received greater attention from the market. The company's verification and explanation are as follows: the company has established a Japanese subsidiary since 2018 to carry out the research and development of solid-state battery products, and the company's sample trial production line in Shanghai has been completed and used, but the current solid-state battery products are still in the development and trial production stage, and have not yet obtained orders and generated revenue. The above matters will not have a significant impact on the company's 2025 annual results.
Dongzhu Ecology: It will follow the pace of the national dual carbon policy and strive to strengthen its strategic layout in the field of carbon sinks
Dongzhu Ecology (603359) announced that the company will follow the pace of the national dual carbon policy and strive to strengthen the strategic layout in the field of carbon sinks. The company will give full play to its resource advantages in the industry, seize the opportunity of the resumption of the CCER (National Certified Voluntary Emission Reduction) trading mechanism, help local governments or forest rights owners realize the assetization of ecological resources, and promote the realization of the value of high-quality ecological products through market-oriented mechanisms. In this process, the company will not only transform the advantages of ecological resources in ecologically sound areas into tangible assets and economic benefits, but also further expand its business territory and open up new profit growth points.
Youfa Group: The holding subsidiary signed an agreement related to OTC derivatives trading
Youfa Group (601686) announced that Youfa Supply Chain, a holding subsidiary of the company, signed the "Master Agreement on Derivatives Trading in China's Securities and Futures Market" and related supplementary agreements with Hongyuan Hengli, Zhongtai Huirong and Shanghai Haitong respectively, and planned to carry out over-the-counter derivatives trading. These agreements aim to mitigate the risk of price fluctuations in the Company's raw materials and finished products, and to optimize and improve the supply chain management mechanism.
Hongqi Chain: Ongoing R&D and innovation of robot unmanned vending system
Hongqi Chain (002697) announced that while deeply cultivating the regional market in Chengdu, in order to better serve the living needs of residents in other parts of the province, the company is increasing the channel sinking in Sichuan Province. In order to accelerate technological innovation, the company is conducting R&D and innovation of unmanned robot vending systems, and integrates core technologies such as AI visual recognition and intelligent path planning by cooperating with leading humanoid robot companies to create intelligent retail solutions with both flexibility and commercial value. At the same time, the company actively lays out the talent strategy in the field of AI, hoping to introduce high-tech talents in the field of AI in the future, strengthen core capabilities such as algorithm optimization and robot autonomous decision-making, and promote technology iteration and scenario expansion.
Zhongcheng Co., Ltd.: Carry out inverter and other related equipment procurement business with related parties
Zhongcheng Co., Ltd. (000151) announced on the evening of March 3 that the company and its subsidiary Singapore Yade Co., Ltd. intend to sign the "Bulgaria St. George 225MWp photovoltaic power station project inverter sales contract" with China Machinery Europe Co., Ltd. (hereinafter referred to as "China Machinery Europe"), the company and its subsidiaries to provide inverter and other related equipment procurement and export, transportation, agency and other services for the project, with a contract amount of no more than 50 million yuan. This transaction constitutes a connected transaction.
Oriental Zirconium: The company's samples have been preliminarily approved by some solid-state battery material manufacturers for R&D and trial
Oriental Zirconium (002167) disclosed on the evening of March 3 that the company has paid attention to the recent solid-state battery concept by the market, and the samples provided by the company have been preliminarily approved by some solid-state battery material manufacturers for research and development, and large-scale experiments will be carried out in the future. At present, the company's production and operation are normal, and there have been no major changes in the company's internal and external business environment.
Goertek: The application materials for the filing of H shares issued by subsidiaries were accepted by the China Securities Regulatory Commission
Goertek (002241) announced on the evening of March 3 that the company intends to spin off its subsidiary Goertek Microelectronics Co., Ltd. (hereinafter referred to as "Goertek") to the main board of the Stock Exchange of Hong Kong Limited (hereinafter referred to as "Hong Kong Stock Exchange") for listing. Goertek has submitted an application to the Hong Kong Stock Exchange for an initial public offering of overseas listed foreign shares (H shares) and listing on the main board of the Hong Kong Stock Exchange. Goertek has submitted the application materials for the issuance and listing to the China Securities Regulatory Commission in accordance with the relevant regulations, and has recently been accepted by the China Securities Regulatory Commission.
Guodian Electric Power: Invested in the construction of Dadu River Eagle Rock Class I Hydropower Station Project
Guodian Electric Power (600795) announced on the evening of March 3 that the company's holding subsidiary, Dadu River Company, and Shimian County Tenglongjia Development and Investment Co., Ltd., established Guoneng Dadu River Eagle Rock (Sichuan) Hydropower Co., Ltd. in accordance with the 85%:15% share ratio, will invest, construct and operate and manage the Dadu River Eagle Rock Class I Hydropower Station Project. The total installed capacity of the project is 300,000 kilowatts, the total dynamic investment is 4.508 billion yuan, the capital ratio is 30%, and the rest is solved through bank loans. The company will increase its capital by 920 million yuan to Dadu River Company for the investment and construction of this project. The project is located in Shimian County, Ya'an City, Sichuan Province, and is a key construction project in the "14th Five-Year Plan" energy development plan of Sichuan Province, according to the project feasibility study report, the internal rate of return on capital is 6.44%.
Lens Technology: The company has developed logistics sorting robots and interview robots embedded in large-scale model technology
Lens Technology (300433) said on the interactive platform that the company has developed logistics sorting robots, interview robots, security inspection robots, AOI detection robots, etc., which will play a positive role in improving the company's lean production level, improving efficiency, and reducing labor costs based on its own rich application scenarios.
Changying Precision: Mengqi Semiconductor, a holding subsidiary, has achieved batch shipment of a number of core equipment
Changying Precision (300115) said on the interactive platform that the company's holding subsidiary, Shenzhen Novoway, is a chip design company, and its product line includes power management chips, fast charging chips, audio power amplifiers, charging control and other chips, focusing on the market areas covering mobile communications, smart homes, notebook computers, smart wearables, new energy vehicles, speaker electronics and other fields; The main business of Mengqi Semiconductor, a holding subsidiary, is wafer grinding and polishing technology and equipment, with more than 30 independent research and development patents, and a number of core equipment have been shipped in batches.
Fengmao shares: has made preliminary technical discussions and exchanges with Unitree Technology on the application of products in robots
Fengmao Co., Ltd. (301459) recently said in the roadshow that the company has made preliminary technical discussions and exchanges with Unitree Technology on the application of products in robots. With years of technical accumulation and product development experience, the company is currently actively developing and promoting related products in the field of robots.
[Performance].
Zhangyuan tungsten industry performance express: net profit of 177 million yuan in 2024, an increase of 23.25% year-on-year
Zhangyuan Tungsten (002378) released a performance report, with an operating income of 3.673 billion yuan in 2024, a year-on-year increase of 8.02%; the net profit attributable to the parent company was 177 million yuan, a year-on-year increase of 23.25%; Basic earnings per share was 0.15 yuan. During the reporting period, the price of tungsten products rose, the company closely followed the annual business objectives, strictly adhered to the bottom line of safety and environmental protection, drove business development through continuous technological innovation, developed new products to expand market space, optimized customer service capabilities, and promoted digital construction to empower production and operation, and maintained a steady development trend in the fluctuating market environment.
Jiangling Motors: February sales of 21,600 units, a year-on-year increase of 8.15
%.Jiangling Motors (000550) disclosed its production and sales in February on the evening of March 3, with sales of 21,600 units in February, a year-on-year increase of 8.15%; From January to February, the sales volume was 42,900 units, a year-on-year increase of 5.11%.
Aerospace Intelligent Manufacturing Performance Express: Net profit in 2024 will be 791 million yuan, an increase of 86.77% year-on-year
Aerospace Intelligent Manufacturing (300446) released a performance express report on the evening of March 3, with an operating income of 7.781 billion yuan in 2024, a year-on-year increase of 32.78%; the net profit attributable to the parent company was 791 million yuan, a year-on-year increase of 86.77%; Basic earnings per share was 0.94 yuan. In 2024, the performance of the company's auto parts segment will grow significantly, driving the company's overall operating income to increase significantly; At the same time, relying on refined management, technology upgrading and other measures, the company's costs and expenses are well controlled, and the proportion of high value-added products has increased. Driven by the above-mentioned factors, the company's performance achieved rapid growth compared with the same period last year.
Dongan Power: Engine sales in February were 28,200 units, a year-on-year decrease of 5.16
%.Dongan Power (600178) announced on the evening of March 3 that engine sales in February 2025 will be 28,200 units, a year-on-year decrease of 5.16%; Transmission sales were 3,886 units, down 66.3% year-on-year. In 2025, the cumulative engine sales will be 74,500 units, a year-on-year increase of 17.99%; Transmission sales were 18,100 units, a year-on-year increase of 32.15%.
[Sign a big order].
Haixing Power: Signed a strategic cooperation agreement with Kerun Intelligent Control to promote the expansion of transformer products in overseas markets
Haixing Electric Power (603556) announced that the company and Kerun Intelligent Control Co., Ltd. (hereinafter referred to as "Kerun Intelligent Control") recently signed a "strategic cooperation agreement", with the goal of promoting the expansion of transformer products in overseas markets, giving full play to the core advantages of both parties in their respective fields, and establishing a long-term, stable and deeply integrated strategic cooperative relationship. The cooperation includes: Exclusive agency cooperation: Kerun Intelligent Control grants Haixing Power the exclusive agency right in specific overseas regions, and Haixing Power is exclusively responsible for the marketing, sales, customer service and other related businesses of Kerun Intelligent Control transformer products in the region. Relying on its overseas market resources and operational capabilities, Haixing Power formulates marketing strategies that meet the needs of local markets, actively expands sales channels, and increases product market share.
Junxin Co., Ltd.: Sun Company signed a framework agreement with the Osh Municipal Government for the waste science and technology disposal project
Junxin Co., Ltd. (301109) announced that Dai Daoguo, general manager of Junxin Environmental Protection (Kyrgyzstan) Investment Co., Ltd., a wholly-owned subsidiary of the company, and Zhenishbek Toktorbayev, mayor of Osh City Government of the Kyrgyz Republic, signed the "Osh City Waste Science and Technology Disposal Project Framework Agreement" on March 3. If the Osh City Waste Technology Disposal Project (the waste treatment scale is expected to process 2,000 tons per day) agreed in the framework agreement is successfully implemented, it will be another major achievement in overseas market expansion after the company successfully obtained the concession right of the Bishkek City Waste Science and Technology Disposal Power Generation Project (planned waste treatment capacity of 3,000 tons/day) in 2024, which will help expand the company's business territory and find a new breakthrough in the relatively saturated and competitive market environment of the domestic market. Provide the company with new performance growth points and enhance the company's profitability and core competitiveness.
Fulongma: In February, the total contract amount of 5 sanitation service projects was 339 million yuan
Fulongma (603686) announced that the company won 5 bids for environmental sanitation service projects in February, with a total service fee of 117 million yuan in the first year (accounting for 2.28% of the company's audited operating income in 2023), a year-on-year increase of 28.26%; The total value of the contract is 339 million yuan.
China Shipbuilding: Jiangnan Shipbuilding, a subsidiary, signed a number of dual-fuel container ship construction contracts with an amount of about 18 billion yuan to 19 billion yuan
China Shipbuilding (600150) announced on the evening of March 3 that its wholly-owned subsidiary, Jiangnan Shipbuilding (Group) Co., Ltd. (hereinafter referred to as "Jiangnan Shipbuilding"), together with China Shipbuilding Industry Trading Co., Ltd. and a shipowner, signed a batch of 18,000 TEULNG dual-fuel container ship construction contracts on February 28. Contract amount: between 18 billion yuan and 19 billion yuan, this contract is paid in US dollars.
Samsung Healthcare: A wholly-owned subsidiary won the bid for the 115 million yuan procurement project of Longyuan Power
Samsung Medical (601567) announced on the evening of March 3 that the company recently received a notice from its wholly-owned subsidiary, Ningbo Oaks Intelligent Technology Co., Ltd. (hereinafter referred to as "Oaks Intelligent Technology") winning the bid in the "Longyuan Power 2025-2026 New Energy Project 35kV Box-type Transformer and Its Accessory Equipment Framework Procurement Public Bidding", Oaks Intelligent Technology is the winning bidder of the above project, with a total amount of about 115 million yuan.
Zhite New Materials: Signed a strategic cooperation agreement with Quantum Innovation Center and Micro Era
Zhite New Materials (300986) announced on the evening of March 3 that recently, the company and the Yangtze River Delta Industrial Innovation Center of Quantum Technology (hereinafter referred to as the "Quantum Innovation Center") and Hefei Micro Era Digital Technology Co., Ltd. (hereinafter referred to as "Micro Era") in order to promote the industrial application and implementation of artificial intelligence and quantum technology in the field of new materials, uphold the principle of "fairness, integrity, reciprocity, win-win, stability and efficiency", based on their respective advantages in technology, industry and resources, For the industrial application and implementation of quantum technology in the field of new materials, the "Strategic Cooperation Agreement" was signed.
[Increase or decrease in holdings].
Jinhui shares: the shareholder green mine fund has not implemented the shareholding reduction plan after the expiration of the time
of the shareholding reduction planJinhui shares (603132) announced that on November 8, 2024, the company disclosed the "Announcement on the Share Reduction Plan of More than 5% Shareholders of Jinhui Shares", Gansu Green Mineral Investment and Development Fund (Limited Partnership) (hereinafter referred to as "Green Mine Fund") intends to reduce its holdings of the company's shares by no more than 9.78 million shares through centralized bidding transactions due to its own capital needs, and the reduction ratio does not exceed 1% of the company's total share capital; The reduction of shares through block trading shall not exceed 19.56 million shares, and the reduction ratio shall not exceed 2% of the company's total share capital. As of the disclosure date of the announcement, the time of the shareholding reduction plan has expired, and the green mine fund has not implemented the shareholding reduction.
Zhuye Group: Shareholder Xiangtou Jinye did not reduce its shareholding as planned
Zhuye Group (600961) announced that the company received the "Notification Letter on the Results of Reducing the Shares of Zhuye Group" issued by Hunan Xiangtou Jinye Private Equity Investment Fund Enterprise (Limited Partnership) (hereinafter referred to as "Xiangtou Jinye"), which accounts for 6.09% of the company's total share capital. On November 11, 2024, Xiangtou Jinye plans to reduce the number of shares of the company by centralized bidding transactions by no more than 10,728,700 shares, and the reduction ratio will not exceed 1% of the total number of shares of the company.
Huahai Qingke: The company obtained special financing support for the repurchase of the company's shares
Huahai Qingke (688120) announced on the evening of March 3 that the company has reached a willingness to cooperate with China CITIC Bank Co., Ltd. Tianjin Branch on a special loan for listed companies to repurchase shares, and China CITIC Bank Co., Ltd. Tianjin Branch has issued a "Loan Commitment Letter (applicable to special loans for stock repurchase)" to the company, with a loan amount of no more than 18 million yuan, which is specifically used to repurchase the company's shares.
Dinggu Jichuang: plans to repurchase shares for 20 million yuan to 35 million yuan
Dinggu Jichuang (300749) announced on the evening of March 3 that it intends to repurchase part of the company's shares through centralized bidding transactions with its own funds and special loans for stock repurchase for the implementation of employee stock ownership plans or equity incentive plans. The total amount of funds for the repurchase of shares shall not be less than 20 million yuan and not more than 35 million yuan. The price of the repurchased shares does not exceed 9.6 yuan per share.
Gree Electric Appliances: Jinghai Internet plans to increase its shareholding in the company by 1.05 billion yuan to 2.1 billion yuan
Gree Electric Appliances (000651) announced on the evening of March 3 that recently, the company received more than 5% of the company's shares in Tokyo Sea Internet Technology Development Co., Ltd. (hereinafter referred to as "Jinghai Internet") issued the "Notice Letter on Increasing the Shares of Zhuhai Gree Electric Appliances Co., Ltd.", Jinghai Internet intends to increase its holdings of the company's shares through centralized bidding with its own funds and special loans from financial institutions within six months from the date of the announcement. There is no price range for this increase, and the amount of shares to be increased is not less than 1.05 billion yuan and not more than 2.1 billion yuan.
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