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Source: Jufeng Investment Advisor, Good Stock Application
1. Guangdong Hydropower: It is proposed to invest in the construction of a 500 MW integrated agricultural, optical and storage project in Bailang County, Tibet Autonomous Region
Yue Hydropower (002060) announced that its wholly-owned subsidiary, Guangdong Yue Hydropower Energy Investment Co., Ltd., plans to invest in the construction of a 500 MW integrated project of agriculture, light and storage in Bailang County, Tibet Autonomous Region, with a total investment of about 2.5 billion yuan. On the same day, the company announced that the wholly-owned subsidiary Xinjiang Yue Hydropower Energy Co., Ltd. signed the Contract for New Energy (Wind Power, Photovoltaic) Power Generation Project of Xinjiang Yue Hydropower Energy Co., Ltd. with the Lanzhou New Area Management Committee of Gansu Province. Xinjiang Yuehe Hydropower Co., Ltd., a wholly-owned subsidiary of Lanzhou Yuehe Hydropower Energy Co., Ltd., plans to invest in the construction of a 100 MW new energy power generation project in Lanzhou New Area, Gansu Province, with a total investment of about 500 million yuan.
2. GAC Group: sales of 49500 new energy vehicles in August increased by 62.68% year on year
GAC Group (601238) announced that the auto sales volume in August was 196800, down 9.68% year on year, and the cumulative sales volume this year was 1550700, down 2.34% year on year. Among them, the sales volume of new energy vehicles in August was 49500, up 62.68% year on year; The cumulative sales volume of this year was 335900, up 96.64% year on year.
3. Jingwei Hengrun: proposed to jointly invest in the construction of the automobile intelligent electric platform project with Jiangling Group
Jingwei Hengrun (688326) announced that the company, Jiangling Group and the management committee of Nanchang Xiaolan Economic Development Zone planned to sign the Project Contract, and the company planned to jointly establish Jiangxi Jingwei Hengrun Technology Co., Ltd. with Jiangling Jingma, as the implementation subject of the project of building an automobile intelligent electric platform, mainly engaged in the research and development of automobile electronic products, new energy vehicle battery packs, integrated chassis Production and sales. The project investment is expected to be about 1 billion yuan; The first registered capital of the project company is 200 million yuan, and the company subscribed 120 million yuan in its own monetary capital, accounting for 60% of the registered capital of the project company.
4. CLP Environmental Protection: signed the contract for Cogeneration Project in Kekedara Economic Development Zone
CLP Environmental Protection (300172) announced that it signed the Procurement Contract for Semi dry Desulfurization, Dust Removal and Denitration Equipment in and outside the Flue Gas Furnace of the Kekedara Economic Development Zone 2 × 50MW Cogeneration Project with China Energy Engineering Group Shanxi Electric Power Construction Co., Ltd., with a total contract amount of 51.65 million yuan, accounting for 5.05% of the total audited operating revenue in 2022.
5. Jingji Zhinong: from January to August, the company's accumulated pig sales revenue was 1.764 billion yuan
Jingji Zhinong (000048) announced that in August 2023, the company sold 176700 pigs (including 23800 piglets), with a sales revenue of 302 million yuan; The average selling price of commercial pigs is 17.20 yuan/kg. From January to August 2023, the company has sold 1.1801 million pigs (including 184800 piglets), with a total sales revenue of 1.764 billion yuan.
6. Minhe Shares: The sales price of commercial chicken seedlings soared, and the sales revenue in August increased 41% month on month
Minhe Shares (002234) announced that the company sold 21.9432 million substitute chicken seedlings in August, with a year-on-year change of 5.81% and a month on month change of -1.69%; The sales revenue was 62.7191 million yuan, with a year-on-year change of 23.02% and a month on month change of 41.24%. The sales revenue of the company's commercial chicken fry increased by 41.24% month on month, mainly because the sales price of commercial chicken fry increased significantly compared with the previous month.
7. CETC Digital: In 2022, Huawei's revenue from sales of consumer terminal products and licensing services will account for about 1.25% of the company's total operating revenue
CETC Digital (600850) announced that in 2022, the company's revenue from sales of Huawei consumer terminal products and licensing services will account for about 1.25% of the company's total operating revenue. The business profit scale is small, and it is not expected to have a significant impact on the company's operating performance.
8. Chuangyao Technology: Star flash chip will not be used for mobile phone terminals
Chuangyao Technology (688259) released a stock price change announcement. Recently, some investors paid more attention to the company's star flash products. At this stage, the company and consumer product customers are still in the project initiation stage to jointly develop wireless terminal equipment equipped with star flash chips. At present, there is no clear timetable for the product to be launched in the market. The company's star flash chip is mainly used in consumer products, such as wireless mouse, keyboard, wearable devices, not mobile terminals.
9. Junpu Intelligent: terminate the sale of 100% equity of PIA America, a subsidiary
Junpu Intelligent (688306) announced that it would stop selling 100% of the equity of its subsidiary PIA America. After the termination of this transaction, the company will optimize, adjust and reorganize the arrangement according to the existing regional business layout in North America. On the basis that the Canadian company is mainly responsible for the R&D and sales in North America, and the Mexican company is mainly responsible for the equipment production and engineering services in North America, The American company will assist the Canadian company and the Mexican company to be responsible for the local landing of some projects in North America to ensure the delivery of existing orders with quality and quantity guaranteed.
10. Venture dark horse: the subsidiary plans to purchase some equipment required by the dark horse intelligent computing center
The venture dark horse (300688) announced that the company's wholly-owned subsidiary, Dark Horse Intelligent Computing, planned to sign the Sales Contract with Shanghai Xinhong (the supplier) and Ziguang Xiaotong this time, with a total price including tax of about 116 million yuan. Dark Horse Intelligent Computing will purchase some equipment required by the Dark Horse Intelligent Computing Center from Shanghai Xinhong and Ziguang Xiaotong. The contract to be signed this time will have a positive impact on the digital and intelligent construction of the company's enterprise service business, opening up new businesses, entering new fields, and achieving transformation and upgrading.
Disclaimer: The above contents are for reference only, and do not constitute specific operation suggestions. The profit and loss and risk of the operation shall be borne by oneself
