Today’s Focus
【Yaben Chemical: Suspension for abnormal fluctuations in stock trading】
Yaben Chemical announced that due to the recent abnormal fluctuations in the company’s stock price, the company will conduct inspections on the abnormal fluctuations. The company’s shares will be suspended from January 17, and will resume trading after the disclosure of the verification announcement. Xiaocai Note: From December 17, 2021 to the close of January 14, 2022, Yaben Chemical’s cumulative increase has reached 281.03%.
[Joan Medical: Subsidiary New Crown Antigen Rapid Detection POC Professional Edition Kit Products Obtained U.S. FDAE UA Authorization]
Jiu’an Medical announced that the company was informed in the early morning of January 15th, Beijing time, that the company’s US subsidiary iHealth USA’s new coronavirus (SARS-CoV-2) antigen rapid detection POC ( PointOfCare) Professional Edition Kit (Colloidal Gold Immunochromatography) received Emergency Use Authorization (EUA) and received an authorization letter from the U.S. Food and Drug Administration (FDA) to iHealth USA. This product is available for use in the U.S. and countries that recognize the U.S. FDAE UA during the U.S. public health emergency with a U.S. Emergency Use Authorization (EUA).
[Guoguang Electric: It is planned to jointly establish a joint venture company with Zhidu Co., Ltd.]
Guoguang Electric announced that the company signed the “Joint Venture Agreement” with Zhidu Co., Ltd. and Zhidu Group. All parties jointly invested in the establishment of a joint venture company Guangzhou Zhidu Universe Technology Co., Ltd. The registered capital of the joint venture company is 20 million yuan. The investment method is cash investment, and the company accounts for 10% of the registered capital of the joint venture company. Relying on the company’s position in the VR industry chain at the entry-end of the Metaverse, it makes full use of Zhidu’s years of digital marketing channels, Internet operations, and game distribution capabilities to improve the company’s industrial layout in the Metaverse.
[Zijin Mining: It is estimated that the net profit in 2021 will be about 15.6 billion yuan, a year-on-year increase of about 140%]
Zijin Mining announced that its expected net profit in 2021 will be about 15.6 billion yuan, a year-on-year increase of about 139.67%. In 2021, the sales prices of the company’s mined copper, mined zinc, mined silver, and iron concentrate will increase year-on-year, while the sales price of mined gold will decrease year-on-year. In addition, the board of directors proposed the company’s main product plan indicators in 2022: 60 tons of mined gold, 860,000 tons of mined copper, 480,000 tons of mined zinc (lead), 310 tons of mined silver, and 3.2 million tons of iron concentrate. Xiaocai Note: Q3 net profit is 4.653 billion yuan. Based on this calculation, Q4 net profit is expected to be 5.111 billion yuan, an increase of 10% month-on-month.
[North China Creation: Net profit is expected to increase by 75%-125% year-on-year in 2021]
North Huachuang announced that in 2021, it is expected to make a profit of 940 million to 1.208 billion yuan, a year-on-year increase of 75% to 125%. In 2021, the downstream customers of the company’s main business have strong demand, and the semiconductor equipment and electronic components business will continue to grow, resulting in a year-on-year increase in the company’s operating income and net profit attributable to shareholders of listed companies. It was announced on the same day that from January to December 2021, the company accrued an impairment loss of 87.5431 million yuan, including a credit impairment loss of 30.7332 million yuan and an asset impairment loss of 56.8099 million yuan. Xiaocai Note: Q3 net profit is 348 million yuan. Based on this calculation, Q4 net profit is expected to be 282 million to 550 million yuan, a month-on-month change of -19% to 58%.
[Shangwei Co., Ltd.: plans to invest 8 billion yuan with Conch Ventures to build a power storage battery anode material integration project]
Sunway Co., Ltd. announced that the company signed an investment agreement with the Leshan Municipal Government, Conch Ventures, etc., and planned to invest in the construction of the “New Energy Southwest Manufacturing Base Project” in the High-tech Zone of Leshan City, Sichuan Province. On the same day, the company and Conch Venture signed the “Joint Venture Agreement” on the investment and construction of the first phase of the 40,000-ton project of the power storage battery anode material integration project with an annual output of 200,000 tons in the aforementioned “Investment Agreement”. The joint venture will operate the investment project. The total investment is expected to be 8 billion yuan, of which the first phase of the project is to build an integrated project of power storage battery anode materials with an annual output of 40,000 tons. The estimated investment amount is 1.6 billion yuan.
[Joan Medical: There may be a risk that the contract or order cannot be fulfilled as scheduled or in full]
Jiu’an Medical issued a change announcement. The company’s US subsidiary and the US state of New York, the US state of Massachusetts, and the US HHS (executed by the US ACC representative) The contract and order execution process is subject to changes in local epidemics, policy changes, and changes in the company’s supply chain capabilities. , logistics and transportation risks, unpredictable or force majeure and other factors, there may be risks that contracts or orders cannot be fulfilled as scheduled or in full. It should be specially pointed out that the US government has the right to suspend the contract signed by the company’s US subsidiary and the US HHS (executed by the US ACC representative) at any time due to its own factors. There is uncertainty as to whether the contract can be fully implemented. In the previous announcement, the company mentioned the epidemic prevention-related plans issued by the U.S. government, as well as the relevant policies, procurement and distribution plans and situations of the new crown antigen home self-test kit products. Investors are advised to note that the relevant situations and purchases involved in the above content are not just for the company. Investors are advised not to misunderstand the content and wrongly infer the changes it will bring to the company’s performance.
[Maiwei shares: It is expected that the net profit in 2021 will increase by 47.05%-72.4% year-on-year]
Maiwei shares announced that the net profit attributable to the parent in 2021 is expected to be 580 million yuan to 680 million yuan, a year-on-year increase of 47.05%-72.4%. During the reporting period, the sales volume of the company’s main product, solar cell screen printing equipment, has increased steadily, making the company’s net profit in 2021 maintain a high growth rate. Xiaocai Note: Q3 net profit is 204 million yuan. Based on this calculation, Q4 net profit is expected to be 124 million to 224 million yuan, a month-on-month change of -39% to 10%.
[China Ceramics Electronics: Plans to purchase gallium nitride communication base station radio frequency chip business stock suspension]
China Ceramic Electronics announced that the company plans to purchase the operating assets and liabilities related to the radio frequency chip business of the gallium nitride communication base station of the 13th China Electric Power Research Institute by issuing A shares, as well as the shares held by the 13th China Electric Power Research Institute and other shareholders. Part or all of the equity interests in Boway and Guolian Wanzhong. Due to the large number of shareholders of Boway Company and Guolian Wanzhong, the scope of the counterparty in this transaction has not been finalized, and the relevant plan has not yet been finalized. Trading in the company’s shares has been suspended since January 17 (Monday), and the suspension is expected to last no more than 10 trading days.
[Bank of Nanjing: The counterparty and transaction ratio of the proposed acquisition of the controlling stake in Suning Consumer Gold have not yet been determined]
Bank of Nanjing announced that it intends to acquire a controlling stake in Suning Consumer Finance Co., Ltd. Up to now, the transaction counterparty and transaction ratio of this acquisition have not been determined, and the company has not signed an equity transfer agreement with any shareholder of Suning Xiaojin, and the subsequent acquisition needs to be approved by the regulatory authorities. Agreement signing and regulatory approvals are subject to great uncertainty.
[ShanxiCokingCoal:Atotalof7.042billionyuantopurchase51%ofHuajinCokingCoaland49%ofMingzhuCoal]
Shanxi Coking Coal announced that the company intends to purchase the 51% stake in Huajin Coking Coal, which is held by the Coking Coal Group after the division, and the 49% stake in Mingzhu Coal Industry held by Li Jinyu and Gao Jianping by issuing shares and paying cash. The transaction price of Huajin Coking Coal’s 51% stake is 6.599 billion yuan, and the transaction price of Mingzhu Coal’s 49% stake is 443 million yuan. The cash payment ratio is 15% of the transaction price, and the share payment ratio is 85% of the transaction price. The total transaction price is 7.042 billion yuan, and the total amount of supporting funds to be raised is not more than 4.4 billion yuan.
[Master Bio: It is expected that the net profit in 2021 will increase by 37.88%-64.72% year-on-year]
Shuoshi Bio announced that it is expected that the net profit attributable to the parent in 2021 will be 1.13 billion to 1.35 billion yuan, an increase of 310 million to 530 million yuan compared with the same period of the previous year (statutory disclosure data), a year-on-year increase of 37.88% to 64.72% . During the reporting period, although the domestic epidemic has been effectively controlled, there are still sporadic cases and repeated repeated cases in local areas, and the demand for new crown nucleic acid detection reagents is still strong. Xiaocai Note: Q3 net profit is 494 million yuan. Based on this calculation, Q4 net profit is expected to be 134 million to 354 million yuan, down 28% to 73% month-on-month.
[ST Kaile: General Manager Zhu Junlin was taken to lien on suspicion of serious violations of the law]
ST Kaile announced that the company has recently received a lien notice from the Shifeng District Supervisory Committee of Zhuzhou City, Hunan Province. Due to the company’s deputy chairman and general manager Mr. Zhu Junlin suspected of serious violations of the law, he decided to take lien measures against him. At present, the company has made proper arrangements for the relevant work. During this period, Mr. Ma Shengjun, the vice chairman of the company, performed the duties of general manager on his behalf.
[Shanghai Airport: Total passenger throughput in December fell by 22.9% year-on-year]
Shanghai Airport announced that the total passenger throughput in December was 1.4842 million, a year-on-year decrease of 22.9%; the total cargo and mail throughput was 331,200 tons, a year-on-year decrease of 7.43%.
[Tianhao Environment: Net profit in 2021 is expected to increase by 267% to 348% year-on-year]
Tianhao Environment disclosed the performance forecast, and it is expected that the net profit attributable to the parent in 2021 will be 205 million to 250 million yuan, a year-on-year increase of 267.3% to 347.92%. During the reporting period, the gas business grew steadily. The increase in the output of upstream gas sources and the ventilation of the Shanxi Yanzhuang-Hebei Luquan section of the Shen’an Line pipeline resulted in a substantial increase in the gas business income. Xiaocai Note: Q3 net profit is 12 million yuan. Based on this calculation, Q4 net profit is expected to be 154 million-199 million yuan, an increase of 1183%-1558% month-on-month.
[Tang De Film and Television: Establishing a wholly-owned subsidiary to provide star live broadcast training services, etc.]
Tangde Film and Television announced that it intends to use its own funds to invest in the establishment of Zhejiang Blue Media Culture Technology Co., Ltd. The company plans to set up a subsidiary in Hangzhou to pilot three aspects of business: First, it plans to cooperate with ByteDance, Kuaishou and other platforms to develop new media content such as micro-variety shows, short dramas, and Chinese video; second, it plans to develop live e-commerce business; third It is intended to provide star live training services.
Invest & Sign
[Nord shares: It is planned to invest in the construction of a new production base project of 100,000 tons of copper foil materials]
NORD shares announced that in order to comply with the rapid development of the new energy battery material market, the company and Huangshi Economic and Technological Development Zone plan to sign the “Project Investment Contract” to invest in the construction of a new NORD production base of 100,000 tons of copper foil materials. The registered capital of this project is 3.5 billion yuan. The company is the sole investor, and the company enjoys all the rights and interests of the project.
[Aoke shares: plans to invest in green and low-carbon fine chemical projects derived from oxygen and carbon dioxide]
Aoke shares announced that the company recently signed the “Strategic Cooperation Framework Agreement on Epoxy and Carbon Dioxide Derivative Green Low-Carbon Fine Chemical Projects” with the Changxing Island Management Committee. The company plans to invest in the construction of epoxy and carbon dioxide derivatives in Dalian Changxing Island (West Middle Island). Green and low-carbon fine chemical projects, of which the first phase of the project is expected to have a total investment of 5 billion yuan. Announcement on the same day, the company signed the “Framework Agreement on Strategic Cooperation of Light Hydrocarbon Terminal Project” with Changxing Island Management Committee and Menglian Petrochemical. The three parties plan to establish a joint venture company in Dalian Changxing Island (West Middle Island) Petrochemical Industry Base. The company holds the joint venture company. 35% of the equity ratio, and invest in the construction of the light hydrocarbon terminal project with a joint venture company. The total investment of the project is expected to be about 580 million yuan.
[China Chemical: Plans to invest in the construction of Yichang New Material Innovation Industrial Park and other projects]
China Chemical announced that Wuhuan Company, a wholly-owned subsidiary of the company, jointly established a project company with strategic investors and employee investment platforms. The project company is responsible for investing in the first phase of the “Sinochem Yichang New Material Innovation Industrial Park Project”. According to preliminary estimates, the first phase of the project is expected to require a capital of about 3.8 billion yuan. The project mainly includes high-end phosphorus-based materials, new fluorine materials, high-end bio-based new materials and high-end chemicals, new material innovation bases and park infrastructure, etc. . Tianchen Company, a wholly-owned subsidiary of the company, invested about 600 million yuan to jointly establish a project company with strategic investors and employee investment platforms. The project company is responsible for investing in the first phase of the 600,000-ton/year propylene oxide project in Quangang, Fujian. The first phase of the project is estimated to invest about 3.7 billion yuan. The project mainly includes a 300,000-ton/year hydrogen peroxide method propylene oxide plant. And supporting 2 × 450,000 tons / year hydrogen peroxide device.
Change in equity
[Zhongtai Chemical: Suspension of Stocks Planning for Major Asset Restructuring]
Zhongtai Chemical announced that the company plans to issue shares and convertible corporate bonds to purchase part or all of the shares of Xinjiang Meike Chemical Co., Ltd. held by shareholders such as Xinjiang Zhongtai (Group) Co., Ltd. Issued shares to raise supporting funds. Trading in the stock has been suspended since Monday, January 17, and is expected to last no more than 10 trading days.
Increase or decrease holdings & repurchase
[Haoyue Nursing: Wenzhou Outai plans to reduce its shareholding by no more than 3%]
Haoyue Nursing announced that due to its own operational needs, shareholder Wenzhou Outai plans to reduce its shareholding in the company through centralized bidding transactions. The cumulative reduction this time does not exceed 4,795,100 shares, that is, it does not exceed 3% of the company’s total share capital.
[Guao Technology: The general manager plans to increase the company’s shares by 10 million to 20 million yuan]
Guao Technology announced that Li Ruiming, the general manager of the company, intends to increase his holdings of the company’s shares through centralized bidding, block transactions or other methods permitted by laws and regulations; the proposed increase is not less than 10 million within 6 months from the date of this announcement. RMB and not exceeding RMB 20 million.
Operating results
[NavInfo: It is estimated that the net profit in 2021 will be 101 million to 131 million yuan year-on-year]
NavInfo announced that it is expected to achieve operating income of 2.9 billion yuan to 3.1 billion yuan in 2021, a year-on-year increase of 35.03%-44.34%; net profit attributable to the parent of 101 million yuan to 131 million yuan, compared with a loss of 309 million yuan in the same period last year. The company’s high-precision map, autonomous driving data compliance platform, autonomous driving solutions, and intelligent networked business commercialization and mass production cooperation have increased significantly. .
[Mulinsen:Netprofitisexpectedtoincreaseby265%-298%year-on-yearin2021]
Mulinsen announced that it is expected that the net profit attributable to shareholders of listed companies in 2021 will be 1.1 billion-1.2 billion yuan, an increase of 264.55%-297.7% over the same period of the previous year. During the reporting period, the prosperity of the LED industry has recovered and downstream demand has improved. The company seized market opportunities and adjusted market strategies in real time. The sales price and sales volume of the company’s main products have increased.
[Guoyuan Securities performance report: 2021 net profit of 1.87 billion yuan, a year-on-year increase of 36.52%]
Guoyuan Securities disclosed a quick performance report. The net profit attributable to the parent in 2021 will be 1.87 billion yuan, a year-on-year increase of 36.52%; revenue will be 6.076 billion yuan, a year-on-year increase of 34.18%. Announced on the same day, the company conducted an impairment test on financial assets (including lent out funds, financial assets purchased under resale agreements, debt investments, other debt investments and accounts receivable, etc.) and other assets on December 31, 2021. A total of 489 million yuan was raised for impairment of various assets.
[TianqiCoLtd:Netprofitin2021isexpectedtoincreaseby146%~195%year-on-year]
Tianqi shares released a performance forecast, and it is expected that the net profit attributable to the parent in 2021 will be 150 million yuan to 180 million yuan, a year-on-year increase of 145.71% to 194.85%. During the reporting period, benefiting from the development of the new energy automobile industry, the strong demand for power battery materials drove the prices of metals such as cobalt and lithium to continue to rise. Significant increase year-on-year.
[ThreeGorgesTourism:Netprofitin2021isexpectedtoincreaseby96.72%-138.14%year-on-year]
Three Gorges Tourism announced that the net profit attributable to the parent in 2021 is expected to be 95 million yuan to 115 million yuan, a year-on-year increase of 96.72% to 138.14%; non-net profit deducted from 78 million yuan to 98 million yuan, a year-on-year increase of 444.75% to 584.42%. During the reporting period, the company’s road passenger transport business and comprehensive tourism service business were less affected by the epidemic than last year, and the operating performance of road passenger transport business and comprehensive tourism service business increased significantly compared with last year.
[Guangwei Composites Performance Report: Net profit in 2021 will increase by 18.31% year-on-year]
Guangwei Composites disclosed the 2021 annual performance report. During the reporting period, the company achieved a total operating income of 2.607 billion yuan, a year-on-year increase of 23.25%, and a net profit attributable to the parent of 759 million yuan, a year-on-year increase of 18.31%. The prepreg business is driven by the demand for high-end equipment and industrial applications, and strives to expand the business scale. In particular, thanks to the contribution of wind power prepreg, the prepreg business has achieved rapid growth. During the reporting period, the prepreg business achieved revenue of 359 million yuan, a year-on-year increase of 51.94%.
[Huafeng Measurement and Control: It is expected that the net profit in 2021 will increase by 112%-134% year-on-year]
Huafeng Measurement and Control announced that it is expected that the net profit attributable to the parent in 2021 will increase by 223 million yuan to 266 million yuan compared with the same period of the previous year (statutory disclosure data), a year-on-year increase of 111.95% to 133.54%. During the reporting period, strong industry demand and strong production and sales boosted the company’s profitability; at the same time, the company’s product structure continued to upgrade, which enhanced the company’s competitiveness.
Contract & Project Bidding
[China Chemical: Winning bids and newly signed contracts worth 34.627 billion yuan in December]
China Chemical announced that the company won bids and newly signed contracts worth 34.627 billion yuan in December, of which the domestic contract value was 24.243 billion yuan and the overseas contract value was 10.384 billion yuan; the operating income for the month was 17.081 billion yuan. As of the end of December 2021, including major contracts that have been announced, the company has won bids and newly signed contracts worth 269.769 billion yuan, including domestic contracts worth 220.116 billion yuan and overseas contracts worth 49.653 billion yuan; accumulatively realized operating income of 137.74 billion yuan.
Financing & Fixed Income
[Bank of Communications: Plans to issue financial bonds not exceeding the equivalent of RMB 100 billion that are not of a capital supplement nature]
Bank of Communications announced that the company plans to issue financial bonds (including but not limited to ordinary financial bonds, green financial bonds, special financial bonds for small and micro enterprise loans, “three Agricultural” special financial bonds, carbon neutral bonds, etc.) can be implemented in stages and in stages within the validity period. The bond term does not exceed 10 years. The issuance plan and authorization are valid from the date of approval by the board of directors until December 31, 2023.
other
[Dawning Co., Ltd.: No cooperation intention has been reached with suppliers on the purchase of blade batteries]
Dawning shares announced that as of the disclosure date of this announcement, the company has not had any contact with BYD, nor has it reached a cooperation intention with suppliers on the purchase of blade batteries, nor has it signed a related agreement with it. The company’s subsidiary Dandong Huanghai Automobile Co., Ltd. has not yet completed the trial production of hydrogen-powered passenger cars. The prototype vehicles have not been mass-produced, and the company has not received any orders. The market competitiveness and sales prospects of the products are uncertain. There are certain uncertainties as to whether the company can successfully enter the field of new energy passenger vehicles, expand the business of new energy passenger vehicles and whether relevant plans can be smoothly implemented.
[Asia Pacific: Received a designated notice from a large domestic automobile group]
Asia-Pacific shares announced that the company has recently received a designated notice from a large domestic automobile group (limited to confidentiality requirements, its name cannot be disclosed), the company will act as a customer’s parts development and production supplier, develop and produce electronic components for an SUV model. Parking actuator assembly products.