The selection of the best listed companies in the Hong Kong and US stocks of the Golden Kylin is officially launched. Who is the most valuable company in your heart? Your vote is the most convincing!【Voting entrance】
[Interpretation of the headline announcement]
Zhijiang Bio: Monkeypox outbreak! There is no specific drug yet! Fluorescent PCR detection may become a market darling
Zhijiang Bio (688317.SH) announced that the company will distribute 2021 annual cash dividends on May 27, 2022, with 1.365 yuan per share (tax included). The equity registration date for this equity distribution is May 26, 2022, and the ex-rights (dividend) date is May 27, 2022.
According to the official WeChat news of Zhijiang Bio, the existing CE registered product of Zhijiang Bio is the monkeypox virus nucleic acid assay kit (fluorescent PCR method). Determination of the gene fragments of monkeypox virus by specific new fluorescence can accurately identify monkeypox virus and help the accurate diagnosis and prevention of related diseases. The actual operation is simple, and it can be used with the Hejiang Bio-AutraMic automatic nucleic acid detection platform to automatically complete the rapid and automatic diagnosis of monkeypox virus.
Comments:Since the first confirmed case of monkeypox was reported in the United Kingdom on May 7, the epidemic has spread in the United Kingdom, Spain, the United States and other countries. As of Saturday, a total of 12 previously non-endemic countries had reported cases of monkeypox, with about 92 confirmed and 28 suspected cases. More cases are likely to be reported in the coming days as surveillance expands, the WHO said.
Monkeypox is a zoonotic disease that can be transmitted to humans through the skin, respiratory tract, or wounds around the eyes or mucous membranes of the nose and mouth of infected animals. The World Health Organization recently emphasized that the transmission of monkeypox is different from that of the new coronavirus, and that contact is the main route of transmission. More than $100 million and millions of doses of monkeypox vaccine have been ordered in the United States.
Zhijiang Bio is a high-tech enterprise specializing in the research, development, production and sales of genetic diagnostic reagents and instruments. It is one of the leading companies in the production of molecular diagnostic reagents in China. By the end of 2021, the company has obtained 93 domestic medical device registration certificates/filing certificates, including 36 Class III medical device registration certificates, 2 Class II medical device registration certificates, and a total of 246 products have obtained EU CE certification. In 2021, the operating income will be 2.019 billion yuan (-1.6%), and the net profit will be 758 million yuan (-18.6%).
In addition, another company in the A-share market that disclosed monkeypox PCR fluorescence detection is Shuoshi Bio (688399.SH).
[Interpretation of key announcements]
Guoxuan Hi-Tech: Add new mines to the upstream layout! Bid for the exploration right of lithium-bearing porcelain clay in Yifeng County, Jiangxi Province
Guoxuan Hi-Tech (002074.SZ) announced that on May 20, Guoxuan Hi-Tech Holding’s subsidiary company “Yichun Guoxuan” won a total bid of 460 million yuan for porcelain clay (lithium-containing) in the Shuinan mining section of Kuishili mining area, Yifeng County, Jiangxi Province. Mine census exploration rights. The prospecting right of the mine covers an area of 0.26 square kilometers, with 55.07 million tons of porcelain stone ore resources and 182,000 tons of associated lithium metal oxides.
Comments:Guoxuan Hi-Tech’s main business is power batteries, supporting popular models from SAIC-GM-Wuling, Jianghuai, Chery, Leapmotor and other car companies, and has established itself as the first echelon in the A00 subdivision supporting market. According to GGII, the company will install 400,000 power batteries in 2021, with a market share of 11.2%, ranking third in China.
In 2021, it will ship 15-16GWh, with a revenue of 10.356 billion yuan, a year-on-year 54.01%; net profit after deducting non-return to the parent is -342 million yuan. In Q1 2022, shipments were 5.2GWh, revenue was 3.916 billion, a year-on-year increase of 203.14%; after deducting non-net profit of 9.789 million,Turn losses into profits in a single quarter.
The company made two major moves last year.(1) Introduce the strategic investor Volkswagen China and become the company’s largest shareholder. It is expected to provide lithium iron phosphate battery solutions for some Volkswagen models in the long term. (2) Settled in Yichun (February 2021). The company has an annual output of 20,000 tons of lithium carbonate in Guoxuan Kefeng in Yichun Economic and Technological Development Zone, Jiangxi Province. The lithium carbonate projects invested and constructed in Yifeng and Fengxin have an annual output of 50,000 tons each. Lithium 120,000 tons.
This time, the company has once again obtained a lithium ore project in Yifeng County, Jiangxi Province.It is of great significance to the layout of the entire industry chain, which is conducive to stabilizing the supply of lithium carbonate, reducing procurement costs, and consolidating the company’s market position in the power lithium battery industry.
Midea Group: KUKA’s privatization proposal was reviewed and approved by shareholders! Robotic automation business collaboration is further deepened
Midea Group (000333.SZ) announced that KUKA will hold its annual general meeting on May 17, 2022, local time, to consider the proposal of Guangdong Midea Electric Co., Ltd. to fully acquire the remaining shares of KUKA held by minority shareholders in cash (March 26 ), this proposal has been reviewed and approved by KUKA’s annual general meeting of shareholders.
Comments:Midea is an outstanding old-fashioned home appliance manufacturer in China. At present, its business is mainly divided into five business lines: smart home business group, industrial technology business group, building technology business department, robotics and automation business department, and digital innovation business. Among them, HVAC (41%) and consumer appliances (39%) contributed 80% of the revenue, while the robotics and automation business accounted for 8% of revenue in 2021 and grew rapidly.
C-end business adheres to the strategy of intelligence and multi-brand combination, and develops steadily. In 2021, the revenue of C-end business (ie smart home business group) will be 234.9 billion yuan (+13%, accounting for 69%). The whole house intelligent terminal has covered nearly 700 stores in China. Its high-end brand COLMO will exceed 4 billion (+300%) in overall sales in 2021. The Hualing brand is deeply rooted in young people, and its overall revenue exceeds 5.5 billion yuan (+200%+).
The revenue of the B-end business group accounted for 22%, and the growth rate was faster than that of the C-end. In 2021, the sales volume of household air conditioner compressors will exceed 100 million units, and the global market share will increase to 42%, continuing to rank first; the global market share of refrigerator compressors will reach 13%; the global sales share of household air conditioners and washing machine motors will increase to 40%. % and 20%.
It is worth mentioning that KUKA belongs to the robotics and automation business group within the group. After full privatization, the company will further strengthen the internal resource synergy between KUKA and Israel’s high-tech and other B-end businesses. In the long run, Midea’s acquisition of KUKA’s entire equity will enhance the company’s performance to a certain extent.
KUKA’s latest performance: In 2021, KUKA achieved a turnover of 3.286 billion euros (+27%) and a pre-tax profit of about 61.8 million euros; of which the turnover in China was 589 million euros (+48.4%), and the pre-tax profit was 10.2 million euros.
【List of Important Announcements for A Shares】
[Disclaimer]This VIP information product is only for communication and discussion, and does not constitute any investment advice. Unauthorized reproduction is strictly prohibited. For more high-quality information and data products, please log in to the[Zhitong Finance]APP to inquire.
Massive information, accurate interpretation, all in Sina Finance APP