Positive and negative news affecting the stock market
Macro news
1. The Central Bank's Monetary Policy Committee held its regular meeting in the third quarter of 2021. The meeting pointed out that the liquidity should be reasonable and sufficient, and the macro leverage ratio should be basically stable. Deepen the market-oriented reform of exchange rate and enhance the flexibility of RMB exchange rate. We will orderly promote the implementation of carbon emission reduction support tools, and improve the green financial system with the goal of achieving carbon peak and carbon neutrality.
2. In view of the current power supply situation, the State Grid Corporation of China said that it would try its best to avoid the situation of power cut and power restriction, and firmly adhere to the bottom line of people's livelihood, development and safety.
3. As agreed by China and the EU, State Councilor and Foreign Minister Wang Yi will hold the 11th round of China EU High level Strategic Dialogue with EU High Representative for Foreign and Security Policy Andrea Borrell on September 28.
Industry News
1. Recently, many custodian banks began to require fund companies to self check the "style library" or "theme library", and some custodian banks also checked whether the top 20 heavy positions of theme funds were in line with the contractual agreement, aiming at the "style drift" behavior of a small number of funds "selling dog meat by hanging sheep's head".
2. Hangzhou Housing and Social Security Administration drafted the Implementation Plan for Hangzhou to Accelerate the Development of Affordable Leased Housing, which highlighted that during the "14th Five Year Plan" period, the annual supply area of rental housing in Hangzhou accounted for more than 10% of the supply area of residential land sold, and the number of newly added affordable rental housing units accounted for more than 30% of the new housing supply.
3、 Shanghai Steel Union Data shows that the price of some lithium battery materials continued to rise yesterday, and lithium iron phosphate rose 6000 yuan/ton; Lithium carbonate increased by 3500-7000 yuan/ton; Electrolyte increased by 2000 yuan to 3000 yuan/ton.
4. It was learned from Shanghai Branch of State Grid that the notice of Shanghai power outage transmitted through the network is a normal public notice of planned power outage, and it does not need to be over read. Planned power outage refers to the power outage implemented by the power supply company in a specific area within a specific period of time due to the needs of planned equipment maintenance, distribution network transformation, community meter front line transformation, new customer grid connection, and cooperation with other aspects of work.
5. The State Administration of Radio, Film and Television announced yesterday that some "beauty loan" advertisements are suspected of false propaganda, cheating and misleading consumers. From now on, all radio, television and online audio-visual institutions and platforms will stop broadcasting "beauty loan" and similar advertisements.
6. According to the monitoring of the National Development and Reform Commission, the national average pig food price was 4.93:1 in the week from September 20 to 24. According to the regulations, it has entered the first level warning range of excessive decline (below 5:1). At present, the National Development and Reform Commission, together with relevant departments, is carrying out the second round of central frozen pork storage this year, and local governments are also increasing efforts to collect and store.
7. The National Material Reserve Adjustment Center has decided to launch the fourth batch of national reserves of copper, aluminum and zinc in 2021 in the near future, with total sales of 30000 tons, 70000 tons and 50000 tons respectively.
8. The State Administration of Market Supervision imposed an administrative penalty on the case of improper price behavior of Jute Electronics, and fined 500000 yuan. Under the condition that the purchase price of auto chips was basically stable, it increased the price of some auto chips by a large margin, up to 4543%.
Company News
1. Yesterday *ST HNA The restructuring plan was disclosed, and about 16.437 billion shares were converted into shares according to 10 to 10. HNA's personal financial redemption plan also surfaced, and Fangda added 3 billion yuan in aid. In addition, according to the exclusive information from the Associated Press of Finance and Economics, *ST foundation The reorganization draft was also disclosed, with 20 shares added for every 10 shares, and about 7.815 billion shares added.
2、 Western Securities It was announced that it planned to participate in the bidding for 98.24% of the shares of New Era Securities, and the amount of independent contribution would not exceed 13 billion yuan.
3、 West Gate It was announced that normal production has been resumed recently and the operation is stable.
4、 Tianwo Technology It was announced that the advance loss in the first three quarters was 138 million yuan – 92 million yuan, narrowing the loss.
5、 Jinchuang Group It was announced that directors and senior executives were suspected of manipulation of the securities market and were filed by the CSRC.
6、 Salt Lake Shares It was announced that a fine of 1.6 million yuan was imposed for violation of the Price Law.
7、 Pengxin Resources Announced that a case was filed for investigation by the Securities Regulatory Bureau due to suspected violations of information disclosure laws and regulations.
8、 Chuanhua Zhilian Announced that it is planned to jointly build a "four ports" smart logistics cloud platform with Ali and others.
9、 *ST long action The announcement received the temporary proposal of the second largest shareholder to reorganize the Board of Directors and the Board of Supervisors.
10、 Bull Group It was announced that RMB 295 million was fined for violating the anti-monopoly law.
11、 *ST Jin Zheng It is announced that the power restriction policy will reduce the production and operation time of the company and its subsidiaries.
12、 Fengle Seed Industry It was announced that the wholly-owned subsidiary temporarily limited production.
13、 Peach and plum bread Announcements that the wholly-owned subsidiary is limited in the number of films.
Global market: The three major indexes of US stocks rose and fell in different directions. The yield of 10-year US bonds stood at 1.5%
1. The three major US stock indexes ended up and down in a mixed manner, with the Nasdaq down 0.52%, the Dow up 0.21%, and the S&P 500 down 0.28%. The yield of US 10-year treasury bonds stood at 1.5%, while technology stocks were under pressure, bank stocks rose generally, and Apple fell more than 1%.
2. International oil prices rose significantly, with US oil and oil distribution rising nearly 2%. International gold futures rose slightly by 0.02%.
Investment opportunity reference
1. Huawei digital energy accelerates
At the full connection conference, Huawei said, "As of June 30 this year, Huawei's digital energy products and solutions have helped customers accumulate 403.4 billion kilowatt hours of green power generation, and Huawei's ICT infrastructure has helped customers save 12.4 billion kilowatt hours of electricity. This is equivalent to helping customers reduce 200 million tons of carbon dioxide emissions and plant 270 million trees."
Energy digitalization is the trend of the times. The innovative integration of digital technology and energy technology enables the energy infrastructure to achieve end-to-end visual, manageable and intelligent management of "generation, transmission, distribution, storage and use", and improve energy efficiency. In the past two years, Huawei's digital energy has come to the front of the stage more and more frequently. Today, digital energy has become an extremely important strategy for China.
Among A-share listed companies, Linyang Energy (601222) signed a strategic cooperation framework agreement with Huawei Digital Energy Technology Co., Ltd. to jointly research and develop innovative large-scale lithium ion energy storage related products and system solutions, and jointly create energy storage system solutions based on lithium iron phosphate energy storage batteries. Yuneng Holding (001896) signed a strategic cooperation framework agreement with Huawei to carry out all-round strategic cooperation in new energy project development, digital energy construction and energy industry cooperation.
2. More than ten enterprises announced the price rise of feed
Wang Chongli, the head of the National Animal Husbandry Station and the executive vice president and secretary-general of the China Feed Industry Association, said that since this year, the recovery of pig production has accelerated, aquaculture and ruminant breeding have continued to grow, driving the rapid growth of feed production and consumption. It is expected that the total feed output in the whole year will exceed the good growth level in recent years, and the national feed grain consumption is expected to exceed 200 million tons.
Recently, under the pressure of downstream demand and rising commodity raw material prices, Zhejiang Lianxing, Tianmen Tongwei, Deyang Tongwei, Mianyang New hope More than ten enterprises announced a price increase of 50-200 yuan/ton, covering pig, chicken, duck, aquatic feed, etc. Some insiders said that feed prices may continue to rise in the future. Dongxing Securities It is believed that with the overall recovery of domestic pig production capacity, the demand for animal feed in the later cycle continues to grow rapidly.
Among A-share listed companies, Xiangjia Shares (002982) At present, a whole industry chain enterprise covering feed production and sales, breeding poultry breeding, poultry raising and sales, poultry slaughtering, processing and sales, and biological fertilizer production and sales has been formed. Haida Group (002311) In 2020, the feed sales volume was 14.66 million tons, accounting for 5.80% of the total feed output in China. The company has jumped to the second place in the national feed industry.
3. US natural gas futures prices rise, domestic demand continues to grow
The price of natural gas in the United States rose due to the rebound of LNG exports, but the output was still low, and people were worried about the low level of natural gas inventory before winter. In the first half of 2021, China's demand for natural gas will increase significantly. From January to June 2021, China's natural gas consumption will increase by more than 20% year on year. The document recently issued by the National Energy Administration emphasized that the implementation of integrated development projects of natural gas power generation and renewable energy should be promoted to promote the coordinated development of fossil energy and renewable energy.
The research report of the organization pointed out that natural gas, as one of the cleanest fossil fuels, has nearly 50% lower carbon dioxide emissions than coal. In 2021, the continuous rise of coal prices will lead to the rise of power generation costs of thermal power enterprises, and the gradual increase of the proportion of natural gas power generation will further drive the growth of natural gas demand. The demand for gas for the Winter Olympics superimposes the demand for winter natural gas heating in northern China. It is expected that the price of natural gas will continue to rise in the heating season and the early replenishment stage. With the arrival of the traditional peak season in the four seasons, there is still room for domestic LNG prices to rise.
Among A-share listed companies, Petrochemical machinery (000852) is the only oil and gas equipment enterprise under Sinopec Group, which gathers important assets such as the Group's four machine factory, four machine Saiwa, three machine factory and Shashi steel pipe factory, and is mainly engaged in research and development, manufacturing and services focusing on petroleum machinery, oil and gas pipelines, bits and drilling tools. Shouhua Gas (300483) In 2020, the natural gas production will be 8216801 thousand cubic meters. According to the development plan, the target capacity of Yonghe Well Block 45 Yonghe 18 is 1.2 billion cubic meters per year, and the target capacity of Yonghe Well Block 30 is 1 billion cubic meters per year.
4. A new type of solid state battery was invented, and the energy density of its anode material was 10 times higher than that of graphite
Nanoengineers from the University of California, San Diego, USA, cooperated with researchers from LG Energy Solutions, a Korean battery manufacturer, to create a new type of silicon all solid state battery using solid electrolyte and all silicon anode. The initial rounds of tests showed that the new battery is safe, durable and energy intensive, can provide 500 charge discharge cycles, and the room temperature capacity retention rate is 80%. It has opened up a new field for solid state batteries using silicon and other alloy anodes, and is expected to be used in a wide range of fields from grid storage to electric vehicles.
Previously, the Action Plan for Promoting the Development of Automotive Power Battery Industry issued by the Ministry of Industry and Information Technology and other four ministries and commissions clearly proposed to increase investment in research and development of new power lithium battery systems, including solid state batteries and other new batteries.
Among A-share listed companies, Xinwangda (300207) Cooperated with Nankai University to set up an academician workstation to jointly research key materials and technologies such as new lithium sulfur, sodium ion and solid state battery. GP Energy (300438) has solid state battery technology reserves, which is an important research direction of the company.
Suspension and resumption of trading
Suspension
002786 Yinbaoshan New
600515 * ST foundation
resumption
600859 Wangfujing
603922 Jin Hongshun
000597 Northeast Pharmaceutical
600221 * ST HNA
Bulletin Express
[Hot spots]
Bull Group: fined 294.81 million yuan for violating the anti-monopoly law
Bull Group (603195) announced in the evening of September 27 that it had received the Decision on Administrative Penalty issued by the Market Supervision Administration of Zhejiang Province, and was fined 3% of China's domestic sales in 2020 for violating the anti-monopoly law, totaling 294.81 million yuan; The above punishment amount accounted for 3.23% of the company's latest audited net assets and 12.74% of the company's latest audited net profits.
Salt Lake Shares: fined 1.6 million yuan for violating the Price Law
Salt Lake Co., Ltd. (000792) announced in the evening of September 27 that when the company was selling potash fertilizer products, without significant changes in its production costs, it significantly raised the sales price. In violation of the Price Law, it was fined 1.6 million yuan. At present, all businesses of the company are carried out normally, and this administrative punishment will not have a significant impact on the company's performance and normal operation.
*ST HNA disclosed the reorganization plan: about 16.437 billion shares were transferred according to 10 to 10
*ST HNA (600221) disclosed the reorganization plan (draft) on the evening of the 27th: HNA Holding (i.e. * ST HNA) converted about 16.437 billion shares in accordance with 10 to 10, of which no less than 4.4 billion shares were introduced to strategic investors at a certain price, and part of the share transfer price was used to pay restructuring expenses of 11 companies and pay off related debts, The remaining part is used to supplement working capital to improve the company's operating ability; About 12037 million shares were used to offset some creditors of 11 companies at a certain price, which was used to pay off the corresponding debt to resolve the debt risk of 11 companies, preserve operational assets and reduce asset liability ratio. Up to now, a total of 4915 creditors have declared 9215 claims to 11 company managers, with a total declaration amount of 397.209 billion yuan. After the administrator's review, the creditor's rights that have been submitted to the court for confirmation and that are expected to be confirmed by subsequent court decisions are about 161.293 billion yuan in total.
*ST basis: On September 28, a meeting related to the reorganization case was held, and the stock was suspended for one day
*ST Foundation (600515) announced in the evening of September 27 that the second creditors' meeting of the company and its subsidiaries' reorganization plan would be held at 9:00 a.m. on September 28 in the form of an online meeting, at which the draft reorganization plan would be voted. At 14:30 on September 28, the investor group meeting of the company's restructuring proposal will be held in the form of on-site voting and online voting. The meeting will vote on the company's investor's equity adjustment plan. The company's shares were suspended for one day on September 28 and resumed trading on September 29.
West Gate: normal production and stable operation have been restored recently
Ximen Gate (605155) announced on the evening of September 27 that the company disclosed on September 23 that in response to the "dual control of energy consumption" policy, production was temporarily limited and stopped on the premise of ensuring safety. Recently, the company has resumed normal production and operated stably.
Yingfeng Shares : The company has fully resumed work and production
Yingfeng Shares (605055) announced in the evening of September 27 that, according to relevant requirements, the company temporarily suspended production from September 22 to September 30. Recently, the heat and power enterprises in the street where the company is located gradually resumed heating. Up to now, the company has fully resumed work and production. The capacity lost during the temporary shutdown accounted for about 1% of the company's total annual capacity, which would not have a significant impact on the company's total annual output and normal production and operation activities.
Black Cat : At present, the power restriction policy has not had a significant impact on the company's operation
On the evening of September 27, Black Cat (002068) released a stock price change announcement, saying that the company's eight production bases are equipped with tail gas power generation devices, which use the low calorific value tail gas produced in the production process of carbon black for waste heat power generation. The power generated can meet the company's daily production needs and the surplus part is sold online. Among the subsidiaries of the company, only Chaoyang Black Cat received the government's notice on orderly power use on September 27. The production and operation of Chaoyang Black Cat are normal. At present, the power restriction and shutdown in many provinces and cities across the country have not had a significant impact on the company's production and operation.
Peach Plum Bread: the limited movie of the wholly-owned subsidiary
Taoli Bread (603866) announced in the evening of September 27 that recently, due to the tight power supply, the wholly-owned subsidiaries Jiangsu Taoli, Dongguan Taoli, Changchun Taoli, etc. have all received the notice of power restriction from the local government. Jiangsu Taoli has limited power and stopped production from September 25 to September 30; Dongguan Taoli, Changchun Food, Shenyang Taoli, Dalian Taoli, Shandong Taoli, Tianjin Taoli, Dandong Taoli and Harbin Taoli all actively cooperate with the power restriction measures according to the relevant notices of the local government on orderly power use. This power restriction will affect the above subsidiaries in varying degrees, and the specific impact cannot be accurately predicted for the time being.
Huaya Intelligent : Limited film company temporarily stops workshop production
Huaya Intelligent (003043) announced in the evening of September 27 that the company temporarily stopped workshop production due to the tight power supply in the region, and the production suspension period was until September 30; According to preliminary calculation, this temporary shutdown will not have a significant impact on the company's normal production and operation activities and annual production goals.
Alcoa : Temporary shutdown of production base and subsidiaries of Changshu Headquarters
On the evening of September 27, Alcoa (002160) announced that the company and its wholly-owned subsidiary, Jiangsu Alcoa New Energy Materials Co., Ltd., had recently received the requirement of "dual control of energy efficiency" from the competent department of the local government. The production line of the production base of the company's Changshu headquarters was temporarily limited, and the production line of Alcoa New Energy was temporarily suspended. At present, it is impossible to determine the exact time of resumption of production and the production capacity with limited production, and the specific impact on the company's performance cannot be accurately predicted.
Xinghua Shares : The subsidiary company has not received the notice of power restriction to carry out parking maintenance
Xinghua Shares (002109) disclosed the announcement of stock trading changes on the evening of September 27, saying that up to now, the company and its subsidiaries have not received the written notice of power restriction from the local government department. According to the requirements of "traffic restrictions for transport vehicles of highly toxic and dangerous chemicals" in Shaanxi Province during the National Games and Paralympic Games, Xinghua Chemical, a subsidiary of the company, has been conducting system shutdown and maintenance work according to the annual maintenance plan and in combination with the operation of the devices since September 25, and the maintenance is expected to take 25 days. In addition, the internal and external environment of the company has not changed significantly.
Fengle Seed Industry: wholly-owned subsidiary temporarily limited production
Fengle Seed Industry (000713) announced in the evening of September 27 that its wholly-owned subsidiaries, Anhui Fengle Flavor Co., Ltd. and Anhui Fengle Agrochemical Co., Ltd., had received the notice of "restrictive dual control" from the superior government departments, requiring enterprises to stop production and allow power supply in some parts of the day. The tentative implementation time is from September 26 to October 8. Affected by this policy, the production of Fengle spice production line is temporarily limited; Fengle Agrochemical Synthesis Production Line and some preparation production lines were temporarily suspended, while other production lines were temporarily limited.
*ST Jin Zheng: The power restriction policy will reduce the production and operation time of the company and its subsidiaries
*ST Jinzheng (002470) announced in the evening of September 27 that recently, the company and its subsidiaries Heze Jinzhengda Ecological Engineering Co., Ltd., Anhui Jinzhengda Ecological Engineering Co., Ltd., and Yunnan Zhongzheng Chemical Industry Co., Ltd. received the notice from the local Development and Reform Commission or the local power supply company, requesting the company and its subsidiaries to reduce the power load or limit the production time. The impact of the power restriction policy will reduce the production and operation time of the company and its subsidiaries, which is expected to have a certain impact on the subsequent output of the company and its subsidiaries.
Huachang Chemical : Another 20% load reduction will affect the overall capacity of 7000 tons/month
Huachang Chemical (002274) announced in the evening of September 27 that on September 16, the government department of the jurisdiction under the company proposed to limit the power and production of enterprises; During this period, the company is carrying out annual maintenance; The annual overhaul offset some of the impact of the "dual control of energy consumption" policy. On the morning of the 27th, the local government asked for further power and production restrictions; On the basis of single system operation, the company will reduce the load by 20%, which will affect the overall capacity of 7000 tons/month. The price of the company's main products is good in the early stage (the price of soda ash is rising at present, and the price of polyol is falling). On the whole, the company expects that the operating performance in the third quarter will not fluctuate significantly compared with the first half of the year.
Diligent share : Power limitation will reduce the operation time of production lines in some semiconductor lighting plants
Qinshang Shares (002638) announced in the evening of September 27 that it received a notice from Guangdong Power Grid requesting the company to reduce the power load from September 25 to September 30, which will lead to a reduction in the operating time of production lines in some semiconductor lighting plants of the company, and it is uncertain whether to continue to implement the power restriction requirements later, which is expected to have a certain impact on the company's production.
Chuanhua Zhilian: plans to work with Ali and others to build a "four ports" smart logistics cloud platform platform
Chuanhua Zhilian (002010) announced on the evening of the 27th that its holding subsidiaries, Chuanhua Logistics and Zhejiang Harbor Investment and Operation Group Co., Ltd., Zhejiang Communications Investment Group Co., Ltd., Shanghai Yuantong Jiaolong Investment Development (Group) Co., Ltd., Dazi County Bairuixiang Venture Capital Management Co., Ltd., Zhejiang Airport Group Co., Ltd., Alibaba (China) Network Technology Co., Ltd. signed an investment agreement. The parties intend to establish a joint venture Zhejiang Four Ports Linkage Development Co., Ltd., jointly promote the creation of the "Four Ports" linkage smart logistics cloud platform, and establish a platform entity operating company. The registered capital of the joint venture is 500 million yuan, and the contribution of Transchem Logistics accounts for 8%.
Pengxin Resources: Shanghai Securities Regulatory Bureau has filed a case for investigating suspected violations of credit fraud
Pengxin Resources (600490) announced in the evening of September 27 that the company received the notice of filing and the notice of investigation issued by the Shanghai Securities Regulatory Bureau on September 26. The Shanghai Securities Regulatory Bureau decided to file a case against the company and investigate the relevant situation due to the suspected violation of information disclosure. At present, the company's production and operation are normal.
Jinchuang Group: Directors and senior executives are suspected of securities market manipulation and filed by the CSRC
Jinchuang Group (603680) announced in the evening of September 27 that Ge Yaohong, the director and general manager of the company, and Hu Limin, the director, deputy general manager and chief financial officer of the company, had received the notification from the China Securities Regulatory Commission to file a case. The CSRC decided to file the case against them because they were suspected of manipulation of the securities market.
Ophiro : Operational assets related to touch business with specific overseas customers will no longer be included in the company's consolidation scope
On the evening of September 27, Oufei Guang (002456) announced that it planned to sign an investment framework agreement with Ganjiang New Area Development Investment Group and Oufei Holding, and set up a wholly-owned subsidiary of the company, a touch project company and a new material project company, in Ganjiang New Area, Jiangxi Province, with the company's operational assets such as equipment related to the touch business of specific overseas customers. Ganjiang New Area Development Investment Group and OPI Holdings plan to jointly invest in the establishment of investment entities SPV A and SPV B to respectively transfer part of the equity of the Touch Project Company and the New Material Project Company, and increase the capital of the Touch Project Company and the New Material Project Company respectively. After the completion of the above equity transfer and capital increase, the touch project company and the new material project company will no longer be included in the company's consolidation scope.
*ST Changdong: received the interim proposal from shareholders to reorganize the board of directors and supervisors of the company
*ST Changdong (000835) announced on the evening of September 27 that it had received a temporary proposal from the shareholder Dazhou Entertainment Co., Ltd. to the board of directors, Taking the excuse that "during the tenure of the members of the Board of Directors, they did not make any changes in the production and operation of Great Wall Animation, but closed the Chuzhou Film and Television Base, the only one with some revenue, and did not take any practical action to enhance the company's sustainable development and profitability, so that the Great Wall Animation business was suspended and losses increased", The Board of Directors is requested to submit the Proposal on Submitting to the Overall Reorganization of the Board of Directors and the Board of Supervisors as an interim proposal to the Company's Extraordinary General Meeting of Shareholders for deliberation. The members of the Board of Directors and Supervisors of the Company unanimously oppose the relevant reasons for the removal of shareholders, but support the exercise of shareholders' rights.
[Equity Change]
Yinbaoshanxin: Controlling shareholders plan major events or cause changes in the company's control
Yinbaoshanxin (002786) announced in the evening of September 27 that the company received a notice from the company's controlling shareholder, Bangxin Asset Management Co., Ltd., that Bangxin Asset was planning major events, which might lead to changes in the company's control. The company's shares will be suspended from September 28, and the suspension time is expected to not exceed 5 trading days.
Jin Hongshun: Resumption of trading on the 28th due to change of actual controller
Jin Hongshun (603922) announced on the evening of September 27 that Jinhe Group, the controlling shareholder of the company, planned to transfer 29.99% of the company's shares to Hainan Zhongde Technology at a transfer price of 19.54 yuan/share, with a total price of 750 million yuan; Jinhe Group and its shareholder Gaode Investment plan to transfer a total of 19.99% of the company's shares to Li Jiong Enterprise Management, with the transfer price of 19.54 yuan/share and the total price of 499.7 million yuan. Hainan Zhongde Technology and Lijong Enterprise Management do not form a relationship of concerted action. After the completion of this share transfer, the controlling shareholder of the company will be changed to Hainan Zhongde Technology, and the actual controller of the company will be changed from Hong Weihan and Hong Jiancang to Liu Xu. The company's shares resumed trading on the 28th.
Northeast Pharmaceutical: The shares of Fangda Iron&Steel will resume trading after the implementation of the tender offer
Northeast Pharmaceutical (000597) disclosed the result of Fang Da Iron&Steel's tender offer to acquire shares of the company on the evening of September 27: during the tender offer period from August 24 to September 22, there were finally 11 accounts with a total of 27668 shares to accept the offer sent by the acquirer, and the transfer procedures for the shares to be acquired by tender offer have been completed. After the completion of this tender offer, Fangda Steel and its persons acting in concert hold 38.97% of the company's shares in total. The company's shares will resume trading on September 28.
[Merger and reorganization]
Western Securities: planned to participate in the acquisition of New Era Securities Company with an independent contribution of no more than 13 billion yuan
Western Securities (002673) announced in the evening of September 27 that the company planned to form a consortium with Beijing Financial Holding Group Co., Ltd. to participate in the acquisition of 98.24% of the shares of New Era Securities Co., Ltd. publicly listed for sale, such as Shanghai Yili Industrial Development Co., Ltd. and Beijing Xintiandi Interactive Multimedia Technology Co., Ltd., with a base price of 13.135 billion yuan, The amount of independent contribution of the Company shall not exceed 13 billion yuan. After the completion of this transaction, the company will become the controlling shareholder of New Era Securities.
Fuda alloy : Suspension of trading to plan major asset restructuring
Fuda Alloy (603045) announced on the evening of September 27 that it would suspend trading and plan a major asset restructuring: the company planned to sell all its assets and liabilities to Jinjiang Group, and at the same time purchase 75.7233% of the shares of Cayman Aluminum (Sanmenxia) Co., Ltd. ("Sanmenxia Aluminum") jointly held by 5 shareholders including Jinjiang Group; The company will also issue shares to purchase 24.2767% equity of Sanmenxia Aluminum held by 13 shareholders including Yulin New Materials according to the negotiation. The trading of the company's shares has been suspended since September 27, and is expected to be suspended for no more than 10 trading days.
Silver Star Energy : Suspension of trading, planning to issue shares and purchase assets
Silver Star Energy (000862) announced in the evening of September 27 that the company planned to acquire the assets and liabilities related to the 200MW Helanshan Wind Power Project in Alxa Zuoqi of Chinalco Ningxia Energy Group Co., Ltd. and raise matching funds by issuing shares or issuing shares and paying cash to purchase assets. Both parties intend to promote the solution of horizontal competition in the field of wind power generation by means of asset restructuring. The company's shares were suspended from trading on September 27. The company is expected to disclose the trading plan within 10 trading days.
Blue stone reassembly : It is proposed to acquire 55% shares of CNNC Jiahua for 129 million yuan
Lanshi Heavy Equipment (603169) announced in the evening of September 27 that the company planned to purchase 55% shares of CNNC Jiahua Equipment Manufacturing Co., Ltd. held by Jinhe Investment for 129 million yuan; After the completion of the transaction, CNNC Jiahua became a holding subsidiary of Lanshi Heavy Industries. Jinhe Investment promises that the total net profit of Zhonghe Jiahua in 2022, 2023 and 2024 will not be less than 47 million yuan. In addition, Lanshi Heavy Equipment Co., Ltd. plans to extend the validity period of the resolution of the shareholders' meeting of non-public offering of shares in 2020 to March 3, 2022.
Tsuen Bank High tech : It is planned to acquire 60% equity of Jinfengyuan Seed Industry for 213 million yuan
On the evening of September 27, Tsuen Yin High tech (300087) announced that in order to expand the market in northwest China and expand the cotton seed business, the company planned to purchase 60% of the shares of Xinjiang Jinfengyuan Seed Industry Co., Ltd. with 213 million yuan. After the transaction, Jinfengyuan will become the holding subsidiary of the company. Jinfengyuan is a key leading enterprise of agricultural industrialization in Xinjiang Uygur Autonomous Region integrating crop seed breeding and promotion. In May 2016, Jinfengyuan was listed on the NEEQ and terminated on September 17, 2021.
Dawn Shares : It is planned to acquire Chery's technical assets for 132 million yuan
Dawn (600303) announced in the evening of September 27 that in order to promote new energy passenger vehicles to the market as soon as possible, the company plans to acquire the advanced and mature technology of Chery S18 (Ruiqi M1) and S18D (Ruiqi X1) models held by Tianjin Meiya New Energy Automobile Co., Ltd., develop and produce pure electric cars and SUVs, and accelerate the progress of pure electric passenger vehicle projects, with a transaction consideration of 132 million yuan. Tianjin Meiya New Energy Automobile Co., Ltd. is 100% owned by Huatai Automobile Group, the controlling shareholder of the company, and is a related party of the company.
Jiyao Holding : Plan to sell the wholly-owned subsidiary Jinbao Pharmaceutical
Jiyao Holdings (300108) announced in the evening of September 27 that in order to improve the company's current difficulties and financial situation, the company planned to transfer its holdings of Jilin Jinbao Pharmaceutical Co., Ltd. to Baili Pharmaceutical, in which the company holds 99.993% of the shares of Jinbao Pharmaceutical, and its wholly-owned subsidiary, Jiangxi Shuanglong, holds 0.007% of its shares. This transaction is expected to constitute a major asset restructuring. Baili Pharmaceutical is an enterprise in which the controlling shareholder of the company shares 30% of the shares.
Wangfujing: The company's shares resumed trading on September 28
Wangfujing (600859) disclosed the company's share exchange absorption and merger on the evening of September 27 Shoushang Shares The result of the application for the acquisition right of the dissenting shareholders: the number of shareholders who effectively applied for the acquisition right was 197, and the number of shares effectively applied for was 2.5247 million shares. The company's shares will resume trading since the opening of the market on September 28.
[Refinancing]
Star Source Material : It is proposed to raise no more than 6 billion yuan plus lithium-ion battery diaphragm
Xingyuan Material (300568) disclosed the plan of issuing shares to specific objects in the evening of September 27, and proposed to raise no more than 6 billion yuan to be used for high-performance lithium ion battery wet diaphragm and coating diaphragm (Phase I and Phase II) projects to supplement working capital.
Tongfu Microelectronics : It is proposed to raise no more than 5.5 billion yuan for the main business of coding integrated circuit sealing and testing
Tongfu Microelectronics (002156) disclosed the plan for non-public offering of shares on the evening of September 27, and planned to raise no more than 5.5 billion yuan for the construction of memory chip packaging test production line, the industrialization of high-performance computing product packaging test, the packaging test of 5G and other new generation communication products, the expansion of wafer level packaging products, and the expansion of power device packaging test.
Bunny test : It is proposed to increase the detection service capacity by no more than 2.112 billion yuan
On the evening of September 27, Pony Testing (300887) disclosed the plan to issue shares to specific objects, and the total amount of funds to be raised is not more than 2.112 billion yuan, which will be used for Pony Testing Group's Shandong Headquarters Building and R&D Testing Center Project, Pony Testing Group's East China Headquarters Building (Suzhou) Phase II Project, Pony Testing Group's Northwest Headquarters Building (Xi'an) Project and supplementary working capital.
Huayang New Material : It is proposed to raise no more than 550 million yuan in new material industry
Huayang New Material (600281) disclosed the plan for non-public offering of shares on the evening of September 27, and proposed to raise no more than 550 million yuan for the 60000 t/a PBAT project for new materials, 20000 t/a biodegradable modified materials and plastic products project, and 20000 t/a full range of biodegradable new materials projects.
Aoyang Health : Termination of non-public offering of shares
Aoyang Health (002172) announced in the evening of September 27 that it would terminate the company's non-public offering of shares and withdraw the application documents. The company originally planned to issue 74074074 non-public shares to the controlling shareholder Aoyang Group, with a total proposed capital raising of 300 million yuan.
Yuexiu Financial Holding : It is planned to publicly issue corporate bonds of no more than 6 billion yuan
Yuexiu Financial Holding (000987) announced on the evening of September 27 that the company planned to publicly issue corporate bonds of no more than 6 billion yuan to repay interest bearing debts such as bank loans and increase capital of its holding subsidiaries.
Shangneng Electric : The proposed issuance of convertible bonds will raise no more than 420 million yuan
Shangneng Electric (300827) announced in the evening of September 27 that it planned to issue convertible bonds to raise funds of no more than 420 million yuan, which would be used for 5GW annual energy storage converter and energy storage system integration construction projects, R&D center expansion projects, and to supplement liquidity funds.
[Business performance]
Three benefit spectrum : Net profit in the first three quarters increased 418.94% - 438.07% YoY
Sanlipu (002876) announced on the evening of September 27 that it is expected that the profit in the third quarter will be 85 million yuan - 95 million yuan, up 261.18% - 303.67% year on year; The profit in the first three quarters was 271 million yuan to 281 million yuan, a year-on-year increase of 418.94% to 438.07%. During the reporting period, the industry prosperity continued to improve and the company's performance grew steadily; The subsidiary Hefei Sanlipu Optoelectronic Technology Co., Ltd. has achieved full production and sales, and its profitability has further improved.
Anada : Net profit in the first three quarters increased by 140% - 180% year-on-year
Anada (002136) disclosed its performance forecast on the evening of September 27. It is estimated that the net profit in the first three quarters will be 123 million yuan - 143 million yuan, an increase of 140% - 180% year on year. During the reporting period, the price of titanium dioxide products increased significantly year on year, and the production and sales increased year on year; The iron phosphate market continued to boom, and the supply of products fell short of demand. The 50000 t/a battery grade iron phosphate expansion project was completed and put into operation, and the company's iron phosphate production and sales, operating income and profit increased significantly year on year.
Cammet gas : Net profit in the first three quarters increased by 70% - 105% year-on-year
Kaimeite Gas (002549) announced on the evening of September 27 that it is expected that the profit in the third quarter will be 43.4708 million yuan to 64.4385 million yuan, with a year-on-year growth of 50.51% - 123.11%. It is estimated that the profit in the first three quarters will be 102 million to 123 million yuan, with a year-on-year growth of 70% - 105%. In the first three quarters, the production and sales of carbon dioxide products increased year on year, achieving steady growth in performance; The production and sales of liquefied gas and pentane products of the special gas branch of Anqing Kaimeite Gas Co., Ltd. are booming. In addition, the sales price has increased, and the performance of liquefied gas and pentane has increased significantly year on year.
Zhenhua Shares : Net profit in the first three quarters increased 85% - 95% year on year
Zhenhua Shares (603067) announced on the evening of September 27 that it is estimated that the net profit in the first three quarters will be 234 million yuan - 247 million yuan, an increase of 85% - 95% year on year; In the third quarter, although the production base of Huangshi headquarters carried out large-scale energy-saving transformation, which had a great impact on the output of the quarter and had an adverse impact on the scale effect of the company, the company adjusted the product structure and reduced inventory sales, which better met the market demand and kept the performance growth of the quarter.
Haozhi Electromechanical : Net profit in the first three quarters increased by 83.24% - 105.45% in advance
Haozhi Electromechanical (300503) released its performance forecast on the evening of September 27. It is estimated that the net profit in the first three quarters will be 165 million yuan - 185 million yuan, an increase of 83.24% - 105.45% year on year. In the first three quarters, due to strong market demand, the company's sales revenue of PCB spindles, high-speed machining center spindles, CNC engraving and milling machine spindles and other products increased significantly year on year. The sales revenue of the mask machine parts business, which accounted for a relatively high proportion of the company's sales revenue in the same period last year, was zero in the reporting period. After excluding the mask machine parts business, the company's sales revenue in the first three quarters of 2021 is expected to increase by more than 70% over the same period last year.
Kangqiang Electronics : Net profit in the first three quarters increased 53.58% - 81.5% year on year
Kangqiang Electronics (002119) disclosed its performance forecast on the evening of September 27. It is estimated that the net profit in the first three quarters will be 110 million yuan – 130 million yuan, up 53.58% - 81.5% year on year. This year, the semiconductor industry has a high degree of prosperity, the demand of downstream customers has increased, and some products of the company are in short supply, with both production and sales booming; The market demand for etched lead frame products has increased significantly, resulting in more year-on-year growth in performance.
Hang Yang : Net profit in the first three quarters increased by 44.01% - 70.33% year-on-year
Hang Yang (002430) disclosed its performance forecast on the evening of September 27. It is estimated that the net profit in the first three quarters will be 930 million yuan – 1.1 billion yuan, up 44.01% - 70.33% year on year. In the first three quarters, the company's equipment manufacturing business orders are full, and the revenue and profit of equipment manufacturing business are expected to increase year-on-year; The gas business scale of the company has further expanded, and the profitability has increased compared with the same period last year.
Tianwo Technology: loss in advance of 92 million yuan to 138 million yuan in the first three quarters narrowed
Tianwo Technology (002564) announced on the evening of September 27 that it is expected to lose 92 million yuan - 138 million yuan in the first three quarters of 2021, and 609 million yuan in the same period last year; It is estimated that the loss in the third quarter will be 106 million yuan - 152 million yuan, and 242 million yuan in the same period last year. During the reporting period, the price of raw and auxiliary materials and components rose, which led to the difficulty of project cost control and the slow progress of the project, resulting in the decline of the company's income.
[Increase/decrease of holdings]
Merck Home : The controlling shareholder plans to increase the holding of 16.2833 million shares to 32.566 million shares
On the evening of September 27, Meck Home Appliances (600337) announced that, based on the recognition of the company's development confidence and long-term investment value, the controlling shareholder of the company, Meck Group, increased its holdings of 5962500 shares of the company through centralized bidding transactions on September 27, and planned to continue to increase its holdings of the company's shares through the trading system of the Shanghai Stock Exchange within six months from the date of increase, The cumulative shareholding increase ratio shall not exceed 2% of the total issued shares of the Company. The number of shares to be increased is between 16283300 and 32566500.
Zheshang Bank : Secretary of the Board of Directors increased 283300 shares of the Company today
Zhejiang Merchants Bank (601916) announced in the evening of September 27 that Liu Long, the vice president and secretary of the board of directors of the company, increased his holding of 283300 A-shares of the company on that day at a price of 3.53 yuan per share, with an increase of 1 million yuan. After the shareholding increase, Liu Long held 1.0297 million A shares of the Company, accounting for 0.0048% of the total share capital of the Company.
Shunfa Hengye : Hangmin Group plans to reduce its shareholding by no more than 6%
Shunfa Hengye (000631) announced in the evening of September 27 that Zhejiang Hangmin Industrial Group Co., Ltd. (hereinafter referred to as "Hangmin Group"), a shareholder holding 6.46% of shares, plans to reduce its total shares of the company by no more than 146 million shares (accounting for no more than 6% of the company's total share capital) within 6 months after 15 trading days.
Jinyun laser : The persons acting in concert of the controlling shareholders plan to reduce their shares by no more than 2.79%
Jinyun Laser (300220) announced in the evening of September 27 that Xinyu Quanshengtong Investment Management Co., Ltd., the person acting in concert with Liang Wei, the controlling shareholder of the company, plans to reduce the company's shares by no more than 4.212 million shares (2.79% of the company's total capital stock) through centralized bidding and block trading.
Ocean motor : Some directors, supervisors and senior executives plan to reduce their shares
Dayang Electric (002249) announced in the evening of September 27 that the company's director Zhang Yunlong, supervisor Lan Jiang, senior managers Liu Ziwen, Xiong Jieming, and Wu Xiaoyun planned to reduce their shares of the company by no more than 2 million shares, 39000 shares, 170000 shares, 650000 shares, and 110000 shares respectively, with a total of no more than 2.969 million shares.
Youcarved : Chongyuan Youyun plans to reduce its shares by no more than 3%
On the evening of September 27, Youkede (688158) announced that the shareholder of Suzhou Industrial Park Yuanhe Chongyuan Youyun Venture Capital Enterprise (Limited Partnership) (hereinafter referred to as "Chongyuan Youyun"), who holds 8.76% of the shares, plans to reduce the company's shares by no more than 12.6841 million shares in total, or no more than 3% of the company's total share capital, through centralized bidding, block trading and other ways.
Milkway : Shareholders plan to reduce their shares of the company by no more than 1.43%
Milkway (603713) announced in the evening of September 27 that the company's shareholders Yanruo Investment, Yanzhi Investment and Yanhui Investment planned to reduce their shares of the company by centralized bidding to no more than 744800 shares, 687500 shares and 926000 shares respectively, that is, the total reduction of shares would not exceed 1.43% of the company's total capital stock.
[Share repurchase]
Sega Technology : It is planned to buy back shares of 30 million to 60 million yuan
Sega Technology (002796) announced in the evening of September 27 that the company planned to buy back its shares by means of centralized bidding transactions; The total capital of the shares to be repurchased is not less than 30 million yuan and not more than 60 million yuan; The repurchase price will not exceed 14.44 yuan/share; The repurchased shares will be used to implement equity incentive or employee stock ownership plan.
[Award Contract Agreement]
*ST Yingfang : Holding subsidiary signed supply guarantee agreement with Xiaomi
*ST Yingfang (000670) announced in the evening of September 27 that the holding subsidiary United Wireless Hong Kong had recently signed a Supply Guarantee Agreement with Xiaomi Communication Technology Co., Ltd. and Weijie Chuangxin (Tianjin) Electronic Technology Co., Ltd., which agreed that United Wireless Hong Kong would sell and supply series products such as RF chips to Xiaomi Communication, Weijie Chuangxin is the final supplier of products supplied by United Wireless Hong Kong to Xiaomi Communications, with a total supply of about 585000kpcs. The agreement is valid from January 1, 2022 to December 31, 2023.
Aofei Data : Sign the notice of cooperation intention with Baidu
On the evening of September 27, Aofei Data (300738) announced that the company had recently signed a notice of intent with Beijing Baidu Netcom Technology Co., Ltd. to reach an intention on resource locking of Aofei Data Nansha Data Center. The company will provide Baidu with the service capacity of 2000 customized high-power data center cabinets and related value-added services; The company will deliver 500 cabinets to Baidu before February 28, 2022, with a service period of 6 years. It is estimated that the total cooperation income of this project during the cooperation period is about 1 billion yuan.
Qinchuan Machine Tool : Elevation precision serialization rolling function part project of subsidiary
Qinchuan Machine Tool (000837) announced on the evening of September 27 that its holding subsidiary, Hanjiang Machine Tool, as the project leader, won the bid for the "high-precision serialized rolling functional parts project" of "2021 industrial foundation reconstruction and high-quality development of manufacturing industry", with a total investment budget of 300 million yuan (including 98.25 million yuan for Hanjiang Machine Tool), The project will be implemented from July 1, 2021 to June 30, 2023. The Ministry of Industry and Information Technology will provide financial support within 90 million yuan (including 28.25 million yuan for Hanjiang Machine Tool) according to the actual completion of the project.
Dipp Technology : Totally RMB 450 million contracts have been signed with Zipson
Dipp Technology (300768) announced in the evening of September 27 that the company had signed multiple daily operating contracts with Shenzhen Qipusheng Technology Co., Ltd. and its wholly-owned subsidiaries for 12 consecutive months, and the sales orders amounted to 450 million yuan, more than 50% of the company's audited main business income in the latest fiscal year.
Jinggong Technology : Won the bid for 700 million yuan carbon fiber production line construction project
Jinggong Technology (002006) announced in the evening of September 27 that the company had recently won the bid for the 10000 ton/year differential large tow project (EPC) of Jilin Guoxing Carbon Fiber Co., Ltd. The main construction content of the project is to purchase domestic advanced equipment and build four high-performance carbon fiber production lines. The estimated amount of the project is 700 million yuan, accounting for 65.43% of the company's operating income in 2020. It is expected to be completed within 8 months after the formal contract is signed and takes effect.
Xinyuan Technology : Signed 249 million yuan equipment sales contract
Xinyuan Technology (300472) announced on the evening of September 27 that recently the company signed a sales contract with Shangrao Industry Finance Supply Chain Management Co., Ltd. to sell automatic production equipment for silicon waste purification and recycling, with a contract amount of 249 million yuan. In addition, the company's subsidiary signed an agreement to terminate the contract: last March, the company's subsidiary Tianjin Wanxiang Xinyuan Technology signed a contract with Qinghai Zelin Silicon Industry Co., Ltd. to sell automatic production equipment for silicon waste purification and recycling, with a total contract value of 209.5 million yuan. Zelin Silicon is unable to perform its obligations as agreed in the contract due to the impact of COVID-19 epidemic. Both parties sign the contract termination agreement.
CRCC : Recently won a major project worth 63.276 billion yuan
China Railway Construction (601186) announced on the evening of September 27 that it had won a total of 63.276 billion yuan in major projects recently, and the total amount of projects accounted for 6.95% of the company's operating income in 2020.
Others
Large capacity photosensitivity : Zhuhai plans to invest 600 million yuan in projects such as photosensitive dry film and photoresist
Rongda Photosensitive (300576) announced in the evening of September 27 that the company signed a project investment agreement with the Management Committee of Zhuhai Economic and Technological Development Zone to invest in the project in Zhuhai Economic and Technological Development Zone. The project is expected to produce 50000 tons of photosensitive dry film, flat panel display photoresist, semiconductor photoresist, etc. annually, with a total investment of about 600 million yuan.
Cryogenic Shares : Intended to cooperate with Inner Mongolia Yahai in the field of helium extraction
Cryogenic (300540) announced in the evening of September 27 that the company signed a Memorandum of Strategic Cooperation with Inner Mongolia Yahai Energy Development Co., Ltd. on September 26, and the two sides planned to carry out in-depth cooperation in the field of helium extraction. Both parties will actively carry out investment and operation cooperation on BOG helium extraction unit of Inner Mongolia Yahai LNG plant, and the project company will be established by Cryogenics and its third party partner (contingent) to be responsible for the investment and operation of helium extraction unit.
Taishan Petroleum : Signing strategic cooperation agreement with Feicheng Urban Investment
Taishan Petroleum (000554) announced in the evening of September 27 that the company signed a strategic cooperation agreement with Feicheng Urban Construction Investment Group Co., Ltd. (referred to as "Feicheng Urban Investment"). The two sides plan to jointly invest in and operate gas stations and oil power, oil gas, oil hydrogen hybrid stations, and jointly build a new energy integrated service body integrating refueling, gas filling, hydrogenation, photovoltaic, power charging, automobile service, catering, etc. Timely build the northern pilot demonstration of oil, electricity and hydrogen hybrid stations, explore demonstration application bases in public transportation, logistics transportation, tourism and other fields, and promote the development of hydrogen energy and fuel cell vehicle industry.
Huichuan Technology : Proposed capital increase of 1.8 billion yuan to the wholly-owned subsidiary United Power
Huichuan Technology (300124) announced on the evening of September 27 that in order to better implement the company's strategy of "committed to becoming a leading new energy vehicle powertrain system supplier", the company plans to increase the capital of its wholly-owned subsidiary United Power by 1.8 billion yuan. After the capital increase, the registered capital of United Power will increase from 200 million yuan to 2 billion yuan. The company will carry out internal restructuring of assets and liabilities related to the new energy vehicle business from April 2021, and United Power will be an independent operating entity of the new energy vehicle business.
Aerospace power : Decided to shut down the business related to hydraulic pump products
Aerospace Power (600343) announced in the evening of September 27 that, in view of the long-term failure to make profits during the business operation of hydraulic pump products, the company decided to shut down the business related to hydraulic pump products and clean up the relevant assets involved in the business. When the company shuts down the hydraulic business, there will be impairment of inventory, intangible assets, special equipment and other assets, and employee resettlement expenses. The company will actively and properly arrange personnel and dispose relevant assets in the principle of minimum loss.
Baike Biology 、 Changchun High tech : Terminate the licensing cooperation with Sianson on COVID-19 vaccine
Baike Biology (688276) announced in the evening of September 27 that the company and its parent company Changchun Hi tech (000661) had terminated the signing of the new coronavirus vaccine (PIV-5 carrier) license cooperation agreement with Sianson, because the parties to the transaction could not finally reach an agreement on the R&D rhythm, transaction consideration and other contents. Up to now, Changchun Gaoxin and Baike Biology have not carried out the relevant research work related to the transaction. Baike Biology has paid 1.5535 million yuan for the research and evaluation of the project, and the termination of the transaction will not have an adverse impact on the company's business performance.
Landscape culture : The securities to be changed are referred to as "Kexin Development"
Shanshui Culture (600234) announced in the evening of September 27 that the company's name had been changed from "Shanxi Guanghe Shanshui Culture Communication Co., Ltd." to "Shanxi Kexin Development Co., Ltd.", and now it is proposed to change the company's securities abbreviation from "Shanshui Culture" to "Kexin Development", and the securities code remains unchanged.
Boschko : Subsidiary obtains hazardous waste operation license
Boschke (300422) announced in the evening of September 27 that its wholly-owned subsidiary Keqing Environment had obtained the Hazardous Waste Operation License, marking that the "Beibu Gulf Resource Regeneration and Environmental Protection Service Center Project (Phase I)" invested and constructed by the company had officially obtained the operation license qualification. After the smooth operation of the project, it will help the company further expand its business in the field of hazardous waste pollution prevention, and lay a foundation for the subsequent in-depth layout of the domestic regional hazardous waste disposal business market.
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