Topic: Can the hype of "dragon flying and phoenix dancing" be continued due to the intensification of short-term differences?
Positive and negative news affecting the stock market
Macro news
1. According to the official website of the Shanghai and Shenzhen Stock Exchanges, on November 8, the Exchange officially introduced specific measures to optimize refinancing, and implemented the Regulatory Arrangements for IPO and Refinancing by the CSRC for Balancing the Primary and Secondary Markets. The specific measures introduced this time mainly have five aspects, which mainly focus on the strict control requirements, grasp the rhythm of refinancing, and strictly control the rationality and necessity of refinancing funds. The relevant responsible person of Shenzhen Stock Exchange said that the refinancing of listed companies should be properly tightened.
2. The National Development and Reform Commission and the Ministry of Finance issued the Guiding Opinions on Standardizing the Implementation of the New Mechanism of Cooperation between the Government and Social Capital, proposing to accelerate the construction of a new development pattern, focus on promoting high-quality development, coordinate development and security, standardize the implementation of the new mechanism of cooperation between the government and social capital, give full play to the role of the market mechanism, and expand the space for private investment, We will resolutely curb new implicit local government debt, improve the construction and operation of infrastructure and public utilities projects, and ensure standardized development and smooth operation.
3. Foreign Ministry Spokesperson Wang Wenbin presided over the regular press conference held yesterday. A reporter asked whether the Chinese and American leaders would hold talks in San Francisco on the 15th of this month. Wang Wenbin said that both China and the United States agreed to work together towards the realization of the San Francisco Summit. At the same time, the road to San Francisco will not be smooth and can not rely on "automatic driving". The two sides should earnestly "return to Bali Island", implement the consensus of the two heads of state, remove interference, overcome obstacles, enhance consensus and accumulate results.
4. Yang Liu, Deputy Director of International Cooperation Department of China Securities Regulatory Commission in 2023 Financial Street At the annual meeting of the Forum, it was said that, on the basis of the important phased results achieved last year, the China US audit supervision cooperation has orderly promoted the inspection cooperation practice in 2023 this year. As of November this year, the overall cooperation has been progressing smoothly.
5. The 2023 Financial Street Forum Annual Meeting was held in Beijing on November 8. Yang Liu, Deputy Director of the International Cooperation Department of the CSRC, said that in view of some recent new situations in the capital market, the CSRC continued to strengthen communication with foreign institutions to stabilize foreign investment expectations.
6. The Ministry of Commerce organized a special clean-up of regulations and measures containing unreasonable differential treatment of domestic and foreign capital. Including excluding or discriminating against foreign-funded enterprises and their products or services by limiting "brand" or using "foreign brand" as a reason, as well as setting additional conditions for foreign funded enterprises and their products or services to enjoy policies, etc.
Industry News
1. At the 2023 World Internet Conference Wuzhen Summit, Alibaba Group CEO Wu Yongming said that in the AI era, Alibaba would become an open technology platform enterprise serving AI innovation in the whole society. Wu Yongming said that as a technology platform enterprise, Alibaba insists on two things: first, providing a stable and efficient AI basic service system, and second, creating an open and prosperous AI ecosystem.
2. Huawei recently announced that facing the global market, Huawei has completed the industry's first Wi Fi 7 AP performance test in the Tolly Lab in the United States, with the overall performance exceeding 13Gbps and the single terminal peak performance exceeding 4.33Gbps. This data overturns all the historical Wi Fi performance test results, breaking the fastest rate record and making it the fastest in the world.
3. Guangzhou Local Financial Supervision and Administration Bureau printed and distributed the Guiding Opinions on Financial Support for the High Quality Development of Guangzhou's Manufacturing Industry, proposing to expand the scale of credit capital investment of manufacturing enterprises. Banking institutions are encouraged to make full use of monetary policy tools such as refinancing and rediscount, and guide new financing focus to weak links and key areas of the manufacturing industry.
4. The Passenger Transport Federation said that there were 22 working days in November, which was the same as the number of working days in the same period last year. In general, November is the third largest sales volume in the year, second only to the sales volume in December at the end of the year and January at the beginning of the year, while November 2022 is the eighth lowest sales volume period, resulting in a low base and high growth potential in November this year. With the gradual strengthening of the car market, the car enterprises are more confident to strive to achieve the annual goals. In November, the car market will surge by more than 20% year on year.
5. According to the statistics of China Construction Machinery Industry Association on major excavator manufacturers, 14584 excavators of all kinds were sold in October 2023, a year-on-year decrease of 28.9%, including 6796 domestic excavators, a year-on-year decrease of 40.1%; 7788 sets were exported, down 14.9% year on year.
Company News
1、 Longji Lvneng It was announced in the evening that HHLR Management Co., Ltd., the shareholder of the company, had received the notice issued by the CSRC that HHLR Management Co., Ltd. was suspected of violating the restrictive regulations to transfer Longji Green Energy shares, and the CSRC decided to investigate it.
2、 Ping An, China The clarification announcement was issued, and the report that the company was required to acquire Country Garden and inherit its debt was inconsistent with the fact that the company did not hold shares of Country Garden at present.
3、 Li Shang National Tide It was announced that the company had no consideration for the layout of live interactive short plays and games.
4、 Shilanwei It was announced that Big Fund II planned to contribute 1.5 billion yuan to subscribe for the company's fixed increase shares.
5、 Dragon Edition Media Announcements of changes were issued, and the "multi-dimensional frontier knowledge service product database" did not achieve revenue.
6、 Weikang Pharmaceutical The announcement of abnormal fluctuations in stock trading was released, and the product under research, Huangjia Ruangan Granule, would not have a significant impact on the company's recent performance.
7、 Tenglong Shares It was announced that the external circulation of the company was small, and there might be irrational speculation risk.
8、 Tianlong Shares The announcement on the convening of the investor exchange meeting was released. At present, the company's share price has seriously deviated from the reasonable valuation of peers, and the chip companies participating in the investment have not yet made profits.
9、 Haikan Shares The announcement of abnormal fluctuations in stock trading was released. The company's micro drama project was still in the initial stage of investment and trial operation, and no large-scale income has been formed yet.
10、 Longyun Shares The announcement of stock trading risk warning was issued, and there were no major issues affecting the abnormal fluctuation of the company's stock trading price.
Global Market
1. The three major US stock indexes ended up and down at different times, with the S&P 500 index rising 0.1% for eight consecutive days; The Nasdaq rose 0.08% for nine consecutive days; The Dow fell 0.12%, ending its seventh consecutive rise. Most of the large technology stocks rose. Microsoft rose 0.74%, a record closing high for nine consecutive days, the longest consecutive rise in four years. Most major European stock indexes ended higher, while Germany's DAX30 index rose 0.49%.
2. The settlement price of international crude oil futures fell by more than 2.5%. WTI crude oil futures contract fell 2.64% in December and Brent crude oil futures contract fell 2.54% in January.
3. COMEX December gold futures settlement price fell 0.8%, and COMEX December silver settlement price rose 0.62%.
Investment opportunity reference
1. Xiaomi has a new move! Intelligent driving and Xiaomi ecology will be the core competitiveness
According to media reports, the Tianyan App shows that on November 7, the patent of "vehicle tail and vehicle" applied by Xiaomi Auto Technology Co., Ltd. was granted. The abstract shows that the patent relates to a rear wing of a vehicle and a vehicle. The rear wing of a vehicle includes a rear wing bracket, a first movable spoiler, a second movable spoiler, a first angle adjustment mechanism and a second angle adjustment mechanism.
Guotai Jun'an The automobile team released a research report that Xiaomi Automobile 2024H1 is coming, and intelligent driving and Xiaomi ecology will be the core competitiveness. After years of investment+self research preparation, Xiaomi has a wide layout in intelligent racetracks, and its channel and flow advantages are superimposed. Xiaomi is worth looking forward to.
2. The sales volume of folding screen mobile phones has nearly doubled, and the industry shows a trend of accelerated penetration
Folding screens are emerging as a "dark horse" in the category of Double 11 mobile phones. In the JD channel, the folding screen has increased by nearly 100% this year compared with the same period last year. In terms of brand, the war report shows that from 8:00 p.m. on October 23 to 24:00 p.m. on October 31, the Glory folding screen series products are in full swing, achieving multi platform dominance: Glory Magic Vs2 has won the championship in the cumulative sales of folding screen products on both JD and Tmall platforms, and many products of its folding screen family are hot, setting off a storm of folding popularity.
Deppon Securities believes that, from the perspective of terminal purchasing power, mobile phones with a global price of more than $800 will account for 11% in H1 2021, while the penetration rate of folding screen mobile phones is less than 1% at present. It is optimistic about the trend of accelerating the penetration of folding screen mobile phones. The folding screen industry has accelerated its development, and the supply chain of parts with close terminal cooperation and good industrial chain will take the lead in benefiting.
3. Microsoft and InworldAI, a generative AI tool company, have reached a cooperation
Microsoft recently announced that it will cooperate with InworldAI to develop the Xbox toolset so that developers can create AI based characters, stories and tasks. This cooperation mainly includes two aspects: on the one hand, develop the AICopilot game design system to help developers explore "more creative ideas", and developers can create "detailed scripts, dialogues, tasks, etc." according to the prompts. The other is to develop an AI engine that can be integrated into the game client, which can dynamically generate stories, tasks and conversations.
One of the biggest highlights of the industry in the near future is the fire of interactive games. In the first half of the year, there were 481 new mini dramas, which exceeded the 454 new ones in 2022. This shows the rapid development of micro dramas. Analysts believe that thanks to the promotion of AI technology this year, the new business model, this kind of "short play+game" model will become more and more common, the production efficiency of games will be improved, the production difficulty will be reduced, more high-quality application works may come out, and the liquidity of IP will be enhanced.
4、 Industrial Fulian Will jointly release the next generation of advanced cooling technology with Intel
In 2023, the "Internet Light" Expo kicked off. Industrial Fulian and Intel will jointly release the next generation of advanced heat dissipation technology - superfluid liquid cooling technology. This technology can effectively reduce the viscosity and friction of the coolant, improve the thermal convection coefficient and thermal buoyancy effect, break the bottleneck of single-phase submerged liquid cooling technology, and further improve the heat dissipation performance of the liquid cooling system, It will effectively break through the current limit of liquid cooling technology and provide more advanced cooling solutions for the growing demand of AI computing power.
Shen Wanhongyuan It is pointed out that AI puts forward higher requirements for computing power in the process of large-scale application. Chips must have higher computing efficiency, which will increase chip energy consumption. At the same time, the emphasis on computing power will change the architecture of the data center, increase the heat dissipation power density of a single chip, and increase the average power of a single cabinet. At the same time, along with the steady progress of key projects such as "calculating from east to west", The server liquid cooling scheme is expected to meet high demand.
Suspension and resumption of trading
Suspension
000670 Infotmic (Rights protection)
resumption
nothing
Bulletin Express
[Highlights]
Longji Lvneng: the shareholder HHLR Company has received the notification of filing from the CSRC
On the evening of November 8, Longji Lvneng (601012) announced that HHLR, the shareholder of the company, had received the notice of filing issued by the China Securities Regulatory Commission (CSRC). The CSRC decided to file a case against HHLR due to the suspected transfer of Longji Lvneng shares in violation of restrictive regulations. This case is filed against HHLR, the shareholder of the company, and the company's production and operation activities will not be affected.
Ping An, China: The report that the company is required to acquire Country Garden and inherit its debt is inconsistent with the fact
Ping An (601318) issued a clarification announcement on the evening of November 8. The company noticed a news report released by Reuters that the company was required by relevant government departments/institutions to acquire Country Garden Holdings Co., Ltd. and inherit its debts. In order to avoid misleading shareholders and potential investors of the Company and ensure the accuracy and completeness of the Company's information disclosure, the Company hereby makes the following clarification and statement: the report is completely inconsistent with the facts. The company has never received any relevant suggestions and requirements from any relevant government departments/institutions, and the company has no transaction plans or discussions related to this. Up to now, the company does not hold shares of Country Garden Holdings Co., Ltd.
Microenterprise: Big Fund II plans to invest 1.5 billion yuan to subscribe for the company's fixed increase shares
On the evening of November 8, Schlumberger (600460) announced that the company's associated person, National Integrated Circuit Industry Investment Fund Phase II Co., Ltd. ("Big Fund Phase II"), had sent the company the application quotation and other documents for issuing shares to specific objects, and it planned to invest 1.5 billion yuan to subscribe for the company's 2022 issue of shares to specific objects, The final allocation shall be subject to the subsequent issuance report and other announcement documents.
Tianlong Shares: The current share price of the company is seriously deviated from the reasonable valuation of peers. The chip companies that participate in the investment have not yet made profits
On the evening of November 8, Tianlong Shares (603266) released an announcement on the convening of the investor exchange meeting. The company's recent share price has risen significantly. At present, the share price has seriously deviated from the reasonable valuation of listed companies in the same industry. The company has warned investors of risks in the early stage through announcements and other forms, and invited a wide range of investors to make rational decisions and invest prudently. The chip companies that the company invests abroad are joint-stock companies, which have not yet made profits. The company is a secondary supplier in the auto parts industry, and its downstream customers are mainly auto parts companies, which do not directly supply complete automobile manufacturers. At present, the company has no repurchase plan and no reduction plan.
Haikan Shares: the company's micro drama project is still in the initial stage of investment and trial operation, and has not yet formed large-scale income
On the evening of November 8, Haikan Shares (301262) released the announcement of abnormal fluctuations in stock trading. Since the company's micro drama project was launched in May 2023, it is still in the initial stage of investment and pilot operation. No large-scale income has been generated for the time being. It is not expected to have a significant impact on the company's recent production and operation, nor has it developed live interactive programs. Please be alert to hot market speculation and pay attention to investment risks.
Tenglong Shares: The company's external circulation is small, and there may be irrational speculation risk
Tenglong Shares (603158) released a stock trading risk advisory announcement on the evening of November 8. Since October 9, 2023, the company's stock has increased by 84.19% in total, a large short-term increase. Up to now, Tenglong Technology Group Co., Ltd., the controlling shareholder of the company, and Jiang Yilin, the person acting in concert, hold 200 million shares of the company in total, accounting for 40.77% of the company's total share capital, and the rest are externally tradable shares. The total capital stock of the company is small, and the external circulation disk is small, so there may be irrational speculation risk.
Longyun Shares: there are no major issues affecting the abnormal fluctuation of the company's stock trading price
Longyun Shares (603729) released a stock trading risk warning announcement on the evening of November 8. As of September 30, 2023, the company had realized an operating income of 261 million yuan, a net profit attributable to shareholders of the listed company of 4.89 million yuan, and a net profit attributable to shareholders of the listed company after deducting non recurring gains and losses of 4.1 million yuan. The company's business is mainly digital marketing case service business, advertising media agency business, alcohol sales business, etc. The company's main business has not changed and all production and operation activities are normal, and there are no major issues that affect the abnormal fluctuation of the company's stock trading price.
Dragon Edition Media: "multi-dimensional frontier knowledge service product database" failed to achieve revenue
Long Edition Media (605577) released the announcement of abnormal fluctuations in stock trading on the evening of November 8. According to the public opinion of the "multi-dimensional frontier knowledge service product database", after verification, the project has not yet achieved a profit. In view of the public opinion on "online education", the company has changed the original fund-raising project "Smart Education Cloud Platform Upgrading Project" to "Dragon Edition Media Integrated Service Platform Project". In addition, the company is not involved in the conversion and application of patent rights. The company has not found any other major events that may have a significant impact on the company's share price.
Weilong Shares (Rights protection) : The stock price is separated from the company's fundamentals. The company has operating performance risk
Weilong Shares (603779) released the announcement of abnormal fluctuations in stock trading on the evening of November 8. From November 6, 2023 to November 8, 2023, the closing price of the company's stock has risen by 21.47% in three trading days. The average growth of the brewing industry was about 0.33% over the same period, and the Shanghai Stock Exchange Index rose 0.71% over the same period. The short-term growth of the company's stock was significantly higher than that of the industry and the Shanghai Stock Exchange Index over the same period, and the market sentiment was overheated. According to the company's self inspection, the company's current production and operation activities are normal, the daily business situation has not changed significantly, the market environment and industrial policies have not been significantly adjusted, the production costs and sales have not fluctuated significantly, the internal production and operation order is normal, and the relevant orders and contracts are performed normally.
Lishang Guochao: the company has no consideration in the field of live interactive short plays and games
Lishang Guochao (600738) made an announcement on the evening of November 8. Recently, the company has paid attention to the relevant reports on the company on the network platform, and now makes clarification. The company holds 25% equity of Beijing Xiaoyao Erchang Culture Communication Co., Ltd., which has little impact on the company's operating performance. The company has no consideration for the layout of live interactive short plays and games, and no investment plan for Beijing Xiaoyao Erchang Cultural Communication Co., Ltd. is planned subsequently. The existing AI products of the company are only suitable for internal office work, and the related technologies involved are external procurement. At present, AI products are still in the early testing stage, which does not produce direct benefits to the company. The company does not have the conditions and ability to provide AI products and services externally. The company is not involved in building a smart computing center, nor has it carried out the construction and investment of AI smart computing center.
Weikang Pharmaceutical: Huangjia Ruangan Granule, a product under research, will not have a significant impact on the company's recent performance
Weikang Pharmaceutical (300878) released the announcement of abnormal fluctuations in stock trading on the evening of November 8. The completion of the Phase II clinical trial of Huangjia Ruangan Granule, the company's product under research, for the treatment of chronic hepatitis B and liver fibrosis (syndrome of liver stagnation and spleen deficiency with blood stasis blocking collaterals) will not have a significant impact on the company's recent performance, and whether it will be approved by the State Drug Administration for listing in the future, There is some uncertainty.
Wenyi Technology (Rights protection) : The company does not have chiplet products and businesses, nor does it involve human figures robot Products and business
Wenyi Technology (600520) announced the abnormal fluctuation of stock trading on the evening of November 8. The company does not have chiplet products and businesses, nor does it involve humanoid robot products and businesses.
[Merger and reorganization]
Guomao Shares : It is proposed to acquire 65% of the equity of Modoli Transmission with 204.75 million yuan
Guomao Shares (603915) announced in the evening of November 8 that on November 8, 2023, it signed the Equity Transfer Intention Agreement with Guan Xiangshang, Li Zemin, Ge Yihuai and Modori Transmission, the shareholders of Modori Transmission, and the parties reached a preliminary intention on the company's proposed acquisition of 65% of the equity of Modori Transmission in cash. After the completion of this transaction, the company is expected to realize the financial consolidation of Modori Transmission. According to the tentative target company's overall valuation of 315 million yuan, the transaction consideration is tentatively set at 204.75 million yuan. If this equity transfer is completed, the company will quickly enter the field of precision planetary reducer, and increase its layout in downstream laser cutting machines, CNC machine tools, robots/manipulators and other industrial automation fields.
ST Jinggu : Planned acquisition of minority interests in holding subsidiaries
ST Jinggu (600265. After the completion of this transaction, the company's shareholding in Huiyin Wood will further increase, and the proportion of Huiyin Wood's main operating performance included in the shareholders' equity and net profit attributable to the listed company will increase.
[Business performance]
Huanxu Electronics : The consolidated operating income in October was 6.267 billion yuan, up 9.69% month on month
On the evening of November 8, Huanxu Electronics (601231) released its October operating revenue briefing. The company's consolidated operating revenue in October 2023 was about 6.267 billion yuan, 11.44% less than the consolidated operating revenue in the same period last year, and 9.69% more than the consolidated operating revenue in September 2023. The Company's consolidated operating revenue from January to October 2023 is about 49.324 billion yuan, 12.86% less than that of the same period last year.
Foton Motor : 53069 cars were sold in October
Foton Motor (600166) released the October production and sales report on the evening of November 8. The total sales volume of automobile products in October was 53069, including 5088 new energy vehicles; From January to October, the cumulative sales volume of auto products was about 503100, up 27.01% year on year.
Zhongtong Bus : From January to October, the cumulative sales volume of 5859 vehicles dropped 3.70% year on year
Zhongtong Bus (000957) released the announcement of production and sales data disclosure in October on the evening of November 8, with sales volume of 602 vehicles in October 2023; From January to October, the cumulative sales volume was 5859, down 3.70% year on year.
Xincheng Holding : The contract sales amount in October was about 6.032 billion yuan, down 33.53% year on year
Xincheng Holdings (601155) announced in the evening of November 8 that in October, the company achieved contract sales of about 6.032 billion yuan, down 33.53% over the same period of the previous year; The sales area was about 805700 square meters, down 13.60% over the same period of the previous year. From January to October, the cumulative contract sales amount was about 66.225 billion yuan, a year-on-year decrease of 35.67%, and the cumulative sales area was about 8.339 million square meters, a year-on-year decrease of 20.23%.
Hefu China : From January to October, the consolidated operating income was about 910 million yuan, a year-on-year decrease of 13.47%
Hefu China (603122) released a report on its accumulated operating revenue from January to October on the evening of November 8. The consolidated operating revenue from January to October 2023 was about 910 million yuan, 13.47% less than the consolidated operating revenue in the same period last year.
ST Shimao : From January to October, the sales contract amount was about 6.25 billion yuan, down 19% year on year
ST Shimao (600823) announced in the evening of November 8 that from January to October, the company achieved sales contract area of about 369000 square meters, a year-on-year decrease of 40%; The sales contract amount was about 6.25 billion yuan, down 19% year on year.
Xintian Lvneng : The power generation completed in October was 991400 MWh, a year-on-year decrease of 18.33%
Xintian Lvneng (600956) announced on the evening of November 8. According to preliminary statistics, in October 2023, the company and its subsidiaries will complete 991400 MWh of power generation according to the consolidated statement, a year-on-year decrease of 18.33%. As of October 31, the cumulative power generation completed was 11164000 MWh, a year-on-year decrease of 0.80%.
Chinese god : The pig sales revenue in October was about 637 million yuan, up 7.12% year on year
Tang Renshen (002567) released the October pig sales briefing on the evening of November 8. The company sold 384100 pigs in October, up 84.40% year on year and 1.69% month on month; The total sales revenue was about 637 million yuan, up 7.12% year on year and down 2.62% month on month. From January to October 2023, the cumulative sales of live pigs will be 3.015 million, and from January to October 2022, the sales of live pigs will be 1.6314 million, up 84.81% year on year; The sales revenue was 4.804 billion yuan, up 56.25% year on year.
Lihua Shares : The sales revenue of broilers in October was 1.175 billion yuan, down 10.51% year on year
Lihua Shares (300761) released the October sales briefing on the evening of November 8. In October 2023, 39868100 broilers were sold, with a sales revenue of 1.175 billion yuan, and the average sales price of wool chicken was 14.06 yuan/kg. The month on month changes were -5.22%, -10.98%, -8.58%, and the year-on-year changes were 8.15%, -10.51%, and -18.92%, respectively. In October 2023, 93600 pigs will be sold, with a sales revenue of 178 million yuan. The average sales price of pigs will be 15.38 yuan/kg, with a month on month change of 22.03%, 16.34% and -8.78%, and a year-on-year change of 80.00%, 2.30% and -43.25%, respectively.
Xiangjia Shares : The sales revenue of live poultry in October was 88.0412 million yuan, down 23.35% year on year
Xiangjia Shares (002982) released a briefing on the sales of live birds in October on the evening of November 8. In October 2023, 4015000 live birds were sold, the sales revenue was 88041200 yuan, and the average sales price was 11.74 yuan/kg. The month on month changes were -7.25%, -13.62%, -7.58%, and the year-on-year changes were - 0.12%, - 23.35%, and - 22.97%, respectively.
[Increase, decrease and repurchase]
Electric connection technology : It is planned to buy back shares of 50 million yuan to 100 million yuan
Dianlian Technology (300679) announced in the evening of November 8 that it planned to buy back the company's shares for equity incentive or employee stock ownership plan at a price of 50 million to 100 million yuan, with the buyback price not exceeding 58.11 yuan.
Jinbei electrician : It is planned to buy back shares of 40 million yuan to 80 million yuan
Jinbei Electrician (002533) announced in the evening of November 8 that it planned to use its own funds to repurchase the company's shares through centralized bidding transactions, and the repurchased shares would be used for employee stock ownership plans or equity incentives. The total amount of the repurchase funds is not less than 40 million yuan (inclusive) and not more than 80 million yuan (inclusive), and the repurchase price is not more than 11.3 yuan/share (inclusive).
Jinhong gas : It is planned to buy back shares of 30 million yuan - 50 million yuan
Jinhong Gas (688106) announced in the evening of November 8 that it planned to buy back shares of 30 million to 50 million yuan for employee stock ownership plan or equity incentive, and the buyback price should not exceed 30 yuan/share.
[Equity Change]
Meibang Clothing : The controlling shareholder intends to transfer 5.97% of the company's equity by agreement
Meibang Clothing (002269) announced in the evening of November 8 that Huafu Investment, the controlling shareholder of the company, signed the Share Transfer Agreement with Shenzhen Gaoshen Asset Management Co., Ltd., and planned to transfer its 150 million shares (5.97% of the company's total capital stock) of the company to Shenzhen Gaoshen Asset Management Co., Ltd. at a price of 1.62 yuan per share through negotiation, The total price of equity transfer was 243 million yuan before tax. Huafu Investment will mainly use the funds obtained from this agreement transfer to support the development of the listed company Meibang Clothing.
[Major investment]
The Oriental Pearl : It is planned to invest 2.341 billion yuan in Yishan Road New Media Headquarters Project
Oriental Pearl (600637) announced in the evening of November 8 that the company plans to invest in the new media headquarters project on Yishan Road to upgrade the company's headquarters building on Yishan Road. After the completion of the project, it will provide a good physical development platform for the company's new media business, which is conducive to building a closed-loop of the company's new media industry ecological chain, making the project a display platform for the company's smart radio and television. The total investment of the project is 2.341 billion yuan.
Huijia Era (Rights protection) : It is planned to invest 246 million yuan to set up a wholly-owned subsidiary in Xinjiang
Huijia Times (603101) announced in the evening of November 8 that the company plans to invest and set up wholly-owned subsidiaries in Urumqi, Kashi and Khorgos. The total investment amount of the wholly-owned subsidiary established this time is 246 million yuan. The amount of contribution is: 50 million yuan is proposed to establish Huijia International Trade Company; It is planned to invest 18 million yuan to establish a digital technology company; It is planned to invest 50 million yuan to establish Kashgar International Trade Company; It is planned to invest 128 million yuan to establish Horgos International Trade Company.
[Successful Contract]
Xinrui Technology : Obtain the designated project of automobile customer development
Xinrui Technology (300745) announced in the evening of November 8 that the company had recently received a Letter of Intent on Supplier Designation from a leading new power customer, and the company would develop and supply high-voltage charging and distribution assemblies for the customer's new energy models. According to customer planning, the total sales amount within the life cycle of the above project is about 2.8 billion yuan.
High speed railway electric : Won the bid for the 109 million yuan project of Xiong'an High speed Railway Co., Ltd
High speed Railway Electric (688285) announced on the evening of November 8 that it had won the bid for the key parts of overhead contact system and package JC06 project of the new Beijing Xiong'an New Area Shangqiu section of Xiong'an New Area High speed Railway, which was tendered by Xiong'an High speed Railway Co., Ltd., with the winning amount of about 109 million yuan.
Tianyuan Environmental Protection : Won the bid for the entrusted operation service of the first sewage treatment plant in Luzhai County
Tianyuan Environmental Protection (301127) announced in the evening of November 8 that the company had recently received the Letter of Acceptance from Luzhai County Huiyilian Urban Development and Investment Co., Ltd., and determined that the company would become the bid winner of the "Entrusted Operation Service for the Bid Raising and Expansion Project of No. 1 Sewage Treatment Plant in Luzhai County". The bid winning price is 0.98 yuan/cubic meter.
Boshi Shares : and SINOPEC (China Petrochemical Corporation Engineering Construction Co., Ltd. signed a major contract worth 57.18 million yuan
Bosch (002698) announced in the evening of November 8 that the company had received the business contract signed with Sinopec Engineering Construction Co., Ltd., with the contract amount of 57.18 million yuan. The above contract is the product sales contract in the field of intelligent manufacturing equipment of the company. Since the relevant equipment needs to be installed and accepted by users according to the site conditions, it is expected to have a positive impact on the company's performance in 2024 or 2025.
Hefei Urban Construction : The subsidiary signed a construction agency contract with Yuquan Real Estate
Hefei Urban Construction (002208) announced on the evening of November 8 that Hefei Urban Construction Amber Real Estate Co., Ltd., a wholly-owned subsidiary, had recently signed a contract with Hefei Yuquan Real Estate Co., Ltd. (hereinafter referred to as "Yuquan Real Estate") for the management service of real estate project development agency. The provisional price of the project agency management service fee was 24.7 million yuan.
Jiejia Weichuang : within 12 consecutive months and Tongwei Shares Sign daily operation contract
Jiejia Weichuang (300724) announced in the evening of November 8 that as of the disclosure date of this announcement, the company and its subsidiaries had signed daily operating contracts with the subsidiaries of Tongwei Co., Ltd. (hereinafter referred to as "Tongwei Shares") for 12 consecutive months. The cumulative amount of the contracts was about 2.846 billion yuan, accounting for 51.34% of the company's audited main business income in 2022.
Others
Changyuan Power : Jingzhou Thermal Power Phase II Expansion Project Unit 3 grid connected power generation to commercial operation
Changyuan Power (000966) announced in the evening of November 8 that on November 8, the Jingzhou Thermal Power Phase II Expansion Project (2 × 350000 kW) Unit 3 (350000 kW) of the company's wholly-owned subsidiary, Guoneng Changyuan Jingzhou Thermal Power Co., Ltd. (hereinafter referred to as Jingzhou Company), obtained the power business license issued by the Central China Regulatory Bureau of the National Energy Administration, and the project realized grid connected power generation for commercial operation.
Boya Biology : Subsidiary plans to win the ninth batch of national centralized drug procurement
Boya Biology (300294) announced on the evening of November 8, a wholly-owned subsidiary Nanjing Xinbai Oxytocin injection of Pharmaceutical Co., Ltd. and Sitafloxacin tablets of Jiangxi Boya Xinhe Pharmaceutical Co., Ltd. are proposed to be selected for this centralized purchase.
Rundu Shares : Rabeprazole sodium enteric coated tablets are proposed to be selected this time
Rundu Shares (002923) announced in the evening of November 8 that the company's rabeprazole sodium enteric coated tablets (specification: 20mg) were to be selected from the ninth batch of national centralized drug procurement.
Zhonghong Medical : Multiple medical consumables centralized purchase projects are proposed to be selected for the products of subsidiaries
Zhonghong Medical (300981) announced in the evening of November 8 that Kelun Medical Instruments, a holding subsidiary of the company, recently participated in the bidding work for the centralized purchase of low value medical consumables in Hunan Province, the fourth batch of centralized purchase of medical consumables in Fujian Province, and the second batch of centralized purchase of medical consumables in Henan Province Eastern Henan Area Alliance. According to the announcement of the proposed winning results on the official websites of Zhuzhou Alliance Pharmaceutical Centralized Price Limit Procurement Platform, Fujian Medical Security Bureau and Kaifeng Medical Security Bureau, Kelun medical equipment disposable light proof infusion set, disposable vacuum blood collection tube and other products are among them.
Beauty lovers : Signing distribution agreement with Jeisys Medical Inc., South Korea
Aimeike (300896) announced in the evening of November 8 that the company signed a Distribution Agreement with Jeisys, Jeisys authorizes the company to be responsible for the promotion, distribution, sales and related services of its Density and LinearZ medical beauty treatment equipment and supporting consumables in mainland China (excluding Hong Kong, Macao and Taiwan). The company has exclusive rights to the above agreed products in the above regions and is the exclusive distributor in mainland China. The agreement shall come into force from the date of official signature by the authorized representatives of both parties, and the validity period shall start from the effective date and end 10 years after the product has obtained regulatory approval.
CCB Development Co., Ltd : The subsidiary Jianfa Real Estate won the plot in Xiamen
Construction Development Shares (600153) announced in the evening of November 8 that its holding subsidiary, Construction Development Real Estate, had successfully won the land use right of Xiamen "2023P12" plot through public auction. The total price of the plot is 4.84 billion yuan, and the land uses are urban residential land, retail commercial land, other commercial land (nursery institutions), and public facilities land (three in one sanitation facilities).
Puli Pharmaceutical : Etibatide injection has been approved for marketing in Israel
Puli Pharmaceutical (300630) announced on the evening of November 8 that the company had recently received the marketing license of etibalide injection issued by the Pharmaceutical Department of the Ministry of Health of Israel.
Fangsheng Pharmaceutical : Cefpropene tablets passed the consistency evaluation of generic drugs
Fangsheng Pharmaceutical (603998) announced in the evening of November 8 that the company received the Notice of Approval of Supplementary Application for Cefpropene Tablets issued by the State Food and Drug Administration, confirming that the drug passed the evaluation of quality and efficacy consistency of generic drugs.
Fudan Zhangjiang : Doxorubicin hydrochloride liposome injection passed the consistency evaluation
On the evening of November 8, Fudan Zhangjiang (688505) announced that the company had recently received the Notice of Approval of Drug Supplement Application for the quality and efficacy consistency evaluation of chemical injection generic drugs approved and issued by the State Food and Drug Administration, and Doxorubicin Hydrochloride Liposome Injection (trade name: Libotex ®） The quality and efficacy consistency of generic drugs were evaluated.
Step size pharmacy : The holding subsidiary BC001 drug for injection clinical trial was approved
Buchang Pharmaceutical (603858) announced in the evening of November 8 that the clinical trial application for the new indications of Luzhou Buchang's under development variety "BC001 for injection", a holding subsidiary of the company, was approved by the State Food and Drug Administration and received the Notice of Drug Clinical Trial Approval, The indication to be carried out is BC001 combined with traflouridine and tepiridine tablets in the first-line and second-line standard treatment of metastatic colorectal cancer that fails or is not tolerated.
Hansen Pharmaceutical : isoniazid tablets passed the consistency evaluation
Hansen Pharmaceutical (002412) announced in the evening of November 8 that the company had recently received the Notice of Approval of Supplementary Drug Application for the chemical drug "isoniazid tablets" approved and issued by the State Food and Drug Administration. The drug passed the evaluation of the consistency of quality and efficacy of generic drugs.
Concino : Phase I clinical trial of recombinant herpes zoster vaccine was launched in Canada and the first subject was enrolled
Concinor (688185) announced in the evening of November 8 that the company's recombinant herpes zoster vaccine (adenovirus vector) recently launched Phase I clinical trial in Canada, and completed the first patient enrollment.
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