Focus today
[Kaile Technology: Zhuzhou Hi-tech’s application for property preservation related companies and new generation assets worth 1.533 billion yuan]
Kaile Technology announced that the company recently learned that Zhuzhou High-tech has applied to the Zhuzhou Intermediate Court for pre-litigation property preservation, requesting the freezing of New Generation Private Network Communication Technology Co., Ltd., Kaile Technology, and Kaile Emergency (a wholly-owned subsidiary of Kaile Technology) , Keda Commerce (a controlling shareholder of Kaile Technology) worth 1.533 billion yuan in assets.
[Tongding Internet: Directors Qian Huifang and He Zhongliang were filed by the China Securities Regulatory Commission for suspected insider trading]
Tongding Internet announced that Qian Huifang, director of the China Securities Regulatory Commission’s “Notice of Case Initiation” on August 5, decided to file a case against him due to suspected insider trading. Director, Deputy General Manager and Secretary of the Board of Directors He Zhongliang received the China Securities Regulatory Commission’s “Case Initiation Notice” on August 5, and the China Securities Regulatory Commission decided to file a case against him due to suspected insider trading. The aforesaid matters were filed against Qian Huifang and He Zhongliang personally, and the company’s production and operation activities will not be affected.
[Jiangte Motor’s stock price changes: There is uncertainty in reaching this year’s lithium carbonate production target]
Jiangte Electric’s announcement of unusual stock trading fluctuations: Since the beginning of this year, the company’s stock prices have increased tremendously. As of the close of trading on August 6, the cumulative increase has reached 594.37%. In the future, the company’s stocks may face the risk of large fluctuations; although the company has abundant reserves of lithium resources, However, affected by factors such as limited mining and dressing capacity, long “exploration-to-mining” work cycles in mines with large reserves, and tight market raw material procurement, the company’s achievement of this year’s lithium carbonate production target is uncertain.
[Tibet Everest: Semi-annual net profit increased by 248% year-on-year. It is expected that the supply gap of lithium salt products will still exist]
Tibet’s Mount Everest disclosed its semi-annual report. In the first half of 2021, the company realized operating income of 994 million yuan, a year-on-year increase of 40.28%; net profit attributable to its parent was 418 million yuan, a year-on-year increase of 248%; basic earnings per share were 0.46 yuan. During the reporting period, due to the clear end demand (currently mainly power batteries), the prices of major lithium salt products such as lithium carbonate and lithium hydroxide increased significantly. It is expected that in the second half of the year and the following interval, there will still be a supply gap of basic lithium salt products, and product prices will have an upward momentum.
Investment & contract
[Joyson Electronics: Signed a strategic cooperation agreement with 51WORLD to carry out virtual simulation test data services]
Joyson Electronics announced that it has signed a “Strategic Cooperation Framework Agreement” with 51WORLD. 51WORLD will provide standardized simulation test technology and platform. Joyson Intelligent Research Institute will carry out adaptability integration and adjustments according to the specific requirements of vehicle manufacturers, and finally complete vehicles. Manufacturers and other customers provide virtual simulation test data services.
[Imbol: the first phase of the northern base project was put into production]
Incorporate announced that Shandong Incorporated recently held an unveiling ceremony in Wudian Town Industrial Park, Mudan District, Heze, Shandong The groundbreaking ceremony marked the official commissioning of the first phase of the company’s “Building 500,000 sets of light electric vehicle drive systems and power supply systems in the northern base project”. After the first phase of the project is put into production, it can achieve an annual production capacity of 200,000 sets of light electric vehicle drive systems and power supply systems.
[Shuangliang Energy Conservation: Plan to raise 3.5 billion yuan to invest in the construction of monocrystalline silicon projects]
Shuangliang Energy-saving disclosed a fixed increase plan, and the total raised funds did not exceed 3.5 billion yuan. It invested in Shuangliang Silicon Materials (Baotou) Co., Ltd. 40GW monocrystalline silicon phase I project (20GW) and supplemented working capital.
Equity change
【Inlite: Guodian Power intends to transfer 51.025% of the shares of Inlite Group to National Energy Group】
Inlite announced that the company received a notice from the controlling shareholder, Inlite Group, that Guodian Power is planning to replace the assets of the National Energy Group. Guodian Power intends to transfer 51.025% of the total share capital of Inlite Group to the National Energy Group. After the transfer is completed, Guodian Power will no longer have an equity relationship with the company.
[NinghuExpressway:1.99billionyuanincapitalincreaseZijinTrust]
Nanjing-Shanghai Expressway announced that the company will invest in Zijin Trust with its own funds of 1.99 billion yuan as a strategic investor. After the capital increase of Zijin Trust, the company will hold 20% of its equity.
[Shanxi Coking Coal: plans to acquire 51% equity of Huajin Coking Coal to be suspended from tomorrow]
Shanxi Coking Coal announced that the company is planning to purchase 51% equity of Huajin Coking Coal held by the controlling shareholder Coking Coal Group by way of issuing shares and paying cash, while raising supporting funds. Trading of the company’s stock will be suspended from the opening of the market on August 9.
Increase or decrease holdings & repurchase
[Borui Communication: The controlling shareholder intends to increase its shareholding by 0.5%-2% within 12 months]
Borui Communication announced that the controlling shareholder Chengdu Media Group plans to increase its holdings by 0.5%-2% within 12 months, and the increase in holdings will be no more than RMB 4.5/share.
Operating results
[SuperMap Software: Net profit in the first half of the year was 55,448,100 yuan, a year-on-year increase of 33%]
SuperMap Software announced that in the first half of the year, it achieved operating income of 624 million yuan, a year-on-year increase of 19.25%; net profit attributable to shareholders of listed companies was 55.4481 million yuan, a year-on-year increase of 33.13%. Basic earnings per share are 0.123 yuan.
[UniluminTechnology:Netprofitof91millionyuaninthefirsthalfoftheyearincreasedby14%year-on-year]
Unilumin Technology announced that in the first half of the year, the company achieved total operating income of 2.932 billion yuan, an increase of 57.57% over the same period of the previous year; net profit attributable to owners of the parent company was 91 million yuan, an increase of 14.38% over the same period of the previous year . Basic earnings per share are 0.0876 yuan.
[Guangdong Hongtu performance report: net profit in the first half of the year increased by 2786% year-on-year]
Guangdong Hongtu disclosed the performance bulletin. From January to June, the company achieved total operating income of 2.967 billion yuan, a year-on-year increase of 36.99%; net profit of 132 million yuan, a year-on-year increase of 2785.91%. Affected by the new crown epidemic in the same period last year, the company’s orders fell in the short term, and the factory failed to carry out normal operation and production, resulting in a low comparison base.
[Kelan Software: A loss of 13.5844 million yuan in the first half of the year, a year-on-year reduction of 23.38%]
Kelan Software announced that in the first half of the year it achieved operating income of 447 million yuan, a year-on-year increase of 21.29%, mainly due to a 19.86% increase in Internet banking (including Internet core), a 24.24% increase in electronic channels and large and medium-sized channels, and a 91.73% increase in cooperative operation business. Database sales increased by 43.59%; net profit attributable to shareholders of listed companies was -13,584,400 yuan. Basic earnings per share-0.044 yuan.
[Snowman shares: a loss of 28,405,100 yuan in the first half of the year]
Snowman shares disclosed the semi-annual report, and realized operating income of 820 million yuan in the first half of the year, an increase of 36.98% year-on-year; a loss of 28,405,100 yuan, a loss of 28,653,100 yuan in the same period last year. During the reporting period, changes in the company’s business income structure led to a decline in gross profit margin; due to the sharp increase in the prices of non-ferrous metals, steel and other commodities, the company’s outsourced raw materials and parts prices increased by 11.07%.
[Martian: Net profit in the first half of the year increased by 178% year-on-year]
Martian disclosed the semi-annual report. In the first half of the year, operating income was 922 million yuan, a year-on-year increase of 79.67%; net profit attributable to the parent was 139 million yuan, a year-on-year increase of 178.23%; basic earnings per share were 0.34 yuan. During the reporting period, the company actively maintained normalized epidemic prevention and control, and actively responded to the impact of price increases in the raw material market. Under the unfavorable environment, the company’s operating performance maintained a steady growth trend.
[New Hope: The average sales price of commercial pigs in July increased by 6.46% from the previous month]
New Hope announced that the company sold 634,800 live pigs in July 2021, a decrease of 1.78% from the previous month and a year-on-year increase of 17.14%; revenue was 1.124 billion yuan, a year-on-year increase of 3.59% and a year-on-year decrease of 39.7%; the average sales price of commercial pigs was 15.48 yuan/kg , A month-on-month increase of 6.46% and a year-on-year decrease of 57.4%.
[Yunzhong Technology: The direct loss of the subsidiary’s fire accident is about 8.5 million yuan]
Yunzhong Technology announced that in the early morning of August 4, a fire accident occurred in the holding subsidiary Anhui Yunshui plant. The fire area was the electroplating production workshop on the second floor. The fire was extinguished on the morning of August 4, and the site is currently being cleaned up. According to the company’s preliminary calculations, the direct losses caused by the fire accident are estimated to be approximately 8.5 million yuan. The company will take corresponding measures to transfer production, and this accident will not have a significant impact on the company’s production and operation.
Contract & project winning
[Altway: Won the 130 million yuan silicon wafer sorting machine, single crystal furnace and other projects]
Altway announced that it has won the bid for the project of 130 million yuan high-speed stringer, wafer sorter, and single crystal furnace, a wholly-owned subsidiary of JA Solar Technology Co., Ltd.
Stock price changes
[The stock price of Chuanneng Power has changed: The 1.05 million tons/year mining and dressing project of Lijiagou Spodumene Mine has not been put into operation]
Chuanneng Power disclosed an announcement of abnormal stock trading fluctuations: the company’s holding subsidiary Sichuan Energy Investment Lithium Industry Co., Ltd. Lijiagou Spodumene Mine 1.05 million tons/year mining and dressing project is currently under construction and has not yet been put into production.
other
[ST Veyron: Revocation of other risk warnings to suspend trading tomorrow]
ST Veyron announced that other risk warnings will be lifted from August 10th. After the other risk warnings have been removed, the company’s stock abbreviation will be changed from “ST Veyron” to “Weilong Shares”, and the daily price limit for stock prices will be changed from 5%. Is 10%. Trading in the company’s stock will be suspended for one day on August 9.
[ST Yunsheng: Revocation of other risk warnings to suspend trading tomorrow]
ST Yunsheng issued an announcement on the removal of other risk warnings and trading suspension of the company’s stocks. After the other risk warnings were removed, the abbreviation of the company’s stock was changed from “ST Yunsheng” to “Yunsheng Medical”. Trading of the company’s shares will be suspended for one day on August 9, 2021, and trading will resume on August 10, 2021. The starting date for the withdrawal of other risk warnings is August 10, 2021.