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Topic: How will A-shares be interpreted after the big opening and closing?
Positive and negative news affecting the stock market
Macro news
1. The State Council Information Office held a press conference yesterday afternoon. Liu Sushe, Deputy Director of the National Development and Reform Commission, said that we should accelerate the implementation of measures such as ultra long term special treasury bonds, strengthen the guidance of expectations and enhance market confidence. Jin Xiandong, director of the Research Office of the National Development and Reform Commission, said that it is of great significance and bright prospects to actively and steadily promote the development of low altitude economy.
2. Foreign Ministry Spokesperson Lin Jian presided over the regular press conference held yesterday. Regarding the visit of German Prime Minister Schultz to China, Lin Jian said that the leaders of the two countries had conducted frank and in-depth exchanges on China Germany relations, and agreed to continue to strengthen strategic communication, deepen mutually beneficial cooperation, promote the stable and healthy development of China EU relations, oppose "decoupling and chain breaking", jointly address global challenges, and work together to inject more stability and certainty into the world.
3. On the 16th, the train tickets on the day before the May Day holiday (April 30) were officially sold, and the search for train tickets on that day exceeded the first day of the holiday (May 1). In addition to the situation of "waiting for sale", many netizens also reported that waiting for sales is also a matter of seconds. In response to the statement that "the ticket grabbing on May Day is comparable to the Spring Festival travel", 12306 customer service said that the specific number of people traveling during the May Day holiday could not be predicted, and whether additional trains would be opened in the future is still uncertain. No relevant information has been received, so you can follow up at any time.
4. The spokesman of the Ministry of Commerce made a statement on the 301 investigation launched by the United States against China. On April 17, US time, the US Trade Representative Office announced the launch of 301 investigation on China's maritime, logistics and shipbuilding industries. China is strongly dissatisfied with this and firmly opposes it. China will pay close attention to the progress of the investigation and will take all necessary measures to resolutely defend its own rights and interests.
Industry News
1. The reporter learned from Tesla China that Tesla Shanghai Energy Storage Super Factory is planned to start in May this year and complete mass production in the first quarter of 2025, which is Tesla's first energy storage super factory project outside the United States.
2. According to the report of the World Gold Council, the gold price premium at home and abroad in China fell back in March, reflecting the weakening of domestic gold demand in the case of soaring gold prices; However, due to the strong demand for physical gold in the first two months, the average premium of gold price in the whole quarter reached the highest level in the history of the first quarter ($40/ounce).
3. The People's Bank of China, the Ministry of Commerce and the State Administration of Foreign Exchange issued the Notice on Further Optimizing Payment Services in the Commercial Field and Improving Payment Convenience. It was mentioned that we should accelerate the transformation and deployment of hardware and software of domestic and overseas bank card acceptance equipment, and take overall consideration to promote the development of contactless payment.
4. The Beijing Stock Exchange issued the Notice on Matters Related to the Optimization and Arrangement of the Direct Link Mechanism to the securities companies. The notice said that it would support and encourage the qualified national specialized and new "little giant" enterprises and single champion enterprises in the manufacturing industry to apply the direct linkage mechanism, and the companies applying for listing and the host brokers need not demonstrate whether the main business of the two types of enterprises belongs to strategic emerging industries or future industrial fields.
5. The National Energy Administration released data on electricity consumption of the whole society in March. In March, the power consumption of the whole society was 794.2 billion kWh, up 7.4% year on year. Domestic electricity consumption of urban and rural residents reached 106 billion kWh, up 15.8% year on year. From January to March, the total power consumption of the whole society was 2337.3 billion kilowatt hours, up 9.8% year on year, including 2237.2 billion kilowatt hours of industrial power generation above designated size.
6. The Beijing Municipal Medical Security Bureau, the Beijing Municipal Drug Administration and other departments issued several measures to support the high-quality development of innovative medicine in Beijing (2024). It is proposed to accelerate the review and approval of innovative medicine and equipment, and encourage social capital to invest in the construction of research hospitals; Include the use of state drug into the performance appraisal of public medical institutions and the total budget management of designated medical institutions in this city.
7. The office of the Thai Investment Promotion Commission announced on the 17th that the Secretary General said that after Thailand approved new incentives to promote local battery production Ningde era , Zhongchuangxinhang, Yinpai Battery Yiwei Lithium Energy (Rights protection) 、 Guoxuan High tech 、 Xinwangda Seven Chinese companies, including Honeycomb Energy, are "very interested" in investing in Thailand. According to the announcement, it is expected that at least two companies will definitely invest in Thailand later this year, and the total investment in the first phase will exceed 30 billion baht (about 5.9 billion yuan).
8. The Silicon Industry Branch of China Nonferrous Metals Industry Association released the polysilicon weekly review on April 17. Silicon material prices continued to fall this week. At present, the price of silicon material has fallen below the production cost of enterprises, reaching the cash cost of some enterprises. Silicon material enterprises will maintain high inventory operation for a period of time in the future, and the price is unlikely to be repaired before large-scale shutdown.
Company News
1. According to market news, Vanke plans to sell all of its shares in Pross, a logistics real estate company. In this regard, the reporter contacted Vanke and the company did not comment.
2、 Chunguang Technology Announcements on abnormal fluctuations in stock trading and risk warnings were issued, and the company's stock may have a downside risk after a large short-term increase.
3、 Hanyu Pharmaceutical It was announced that Smeglutide injection was approved for clinical trial.
4、 Tengyuan Cobalt It was announced that the net profit in the first quarter increased by 1706% year on year.
5、 Nova Nebula It is announced that the net profit in 2023 will increase by 97% year on year, and it is planned to transfer 97 yuan from 10 to 8.
6、 Rice Information Announcements on changes have been released. From 2021 to 2023, the revenue from general aviation accounted for 0.43%, 1.04% and 0.24% of the company's main business revenue respectively.
7、 LEO Shares It was announced that the Chairman and Vice Chairman of the Board of Directors were suspected of short-term trading and were filed by the CSRC.
Global Market
1. The three major US stock indexes collectively closed lower, with the Dow down 0.12%, the Nasdaq down 1.15%, the S&P 500 down 0.58%, popular Chinese stocks up and down, and the Nasdaq China Golden Dragon Index down 0.29%.
2. WTI crude oil futures fell 3.13% to 82.69 dollars/barrel, while Brent crude oil futures fell 3.03% to 87.29 dollars/barrel.
3. COMEX gold futures closed 1.3% lower at 2376.6 dollars/ounce; COMEX silver futures fell 0.29% to 28.295 dollars/ounce.
Investment opportunity reference
1. The export volume increased by more than 110% year on year, and the agency said that a new round of big cycle has arrived
According to media reports, in the first quarter of this year, the export of high value-added products such as automobiles and ships performed well. Among them, ship exports increased by 113.1% year on year. At present, on the docks, ships are being delivered for export.
Zheshang Securities The research report pointed out that the last cycle began in 2003, and new ship orders reached a high point in 2006-2007. According to the estimation of ship life of about 20 years, 2026-2027 is expected to usher in a new round of peak orders for new ships. The industry cycle is booming, the demand for multiple ship types to place orders is rising, and the profitability of the shipyard is improving. As an important industry related to national economic development and national defense security, shipbuilding industry is an indispensable component of China's manufacturing industry. The upstream of the shipbuilding industry is raw materials, supporting equipment, ship design, etc., the midstream is ship assembly manufacturing, and the downstream is dominated by shipping companies and leasing companies. Yuanda Information Securities believes that, driven by multiple factors, a new round of shipbuilding cycle has arrived.
2. Build a national low altitude economic demonstration zone, and accelerate the layout of low altitude economy in this province and many cities
According to media reports, the reporter learned that Jiangsu Province is currently taking the lead in the layout of low altitude economy and competing for industrial highlands. Wuxi, Suzhou and other places have successively held the promotion meeting for high-quality development of low altitude economy, and expressed their intention to build a national low altitude economic demonstration zone.
Guojin Securities It is believed that the low altitude economy has a market scale of trillion yuan, and the policy and industrial side have dual catalytic resonance. Since December 2023, policies related to low altitude economy have emerged frequently. Several provinces have launched policies and plans related to low altitude economic development. The maturity of new aircraft eVTOL products at the industrial end has been improved, and the application scenarios have been gradually implemented. 24 years or the first year of the industry.
3. The supply disturbance frequently aggravates the shortage, and the global trade of this product shows a new round of price rise
The agency pointed out that the disturbance of pulp supply occurred frequently in March. The Finnish strike led to the shutdown of local ports, which led to the shutdown of Finnish pulp and paper factories. The explosion of Kemi factory once again exacerbated the shortage of pulp supply, triggered a new round of price rise in global trade of pulp, and the current price of domestic pulp rose all the way.
COFCO Futures said that considering the long shipping period of pulp, it is estimated that the arrival of pulp in the second quarter will still decline, which will support the price of pulp. According to relevant estimates, Finland has reduced its production by 586500 tons as of April 8. From the perspective of Finland's export of needle pulp to China, the average monthly export to China is about 160000 tons, accounting for 20%. The strike lasted for nearly a month, and it can be roughly estimated that 160000 tons of coniferous pulp will be imported in the second quarter. Guosen Securities It is pointed out that papermaking is a highly cyclical industry. Since 2023H2, the papermaking cycle has entered the stage of passive destocking. Considering that this round of destocking has lasted for two years, it is judged that the current papermaking industry may be at the critical point of passive destocking to active replenishment, and pay attention to the valuation repair and performance elasticity of leading enterprises.
4. The attention of this industry segment has increased 10 times since late February
Yang Daoling, head of the Big Data Analysis Division of the Big Data Development Department of the National Information Center, said at the "National Forum" on the 16th that with the gradual implementation of the "old for new" policy for household appliances, the demand for household appliances for new is expected to be further released, and the household appliance consumption market will continue to grow steadily.
The enthusiasm for replacing household appliances is obviously high. The monitoring found that since late February, the average daily Internet attention of "old for new" household appliances has increased 10 times over the previous period. The index reached the peak in the first quarter in late March, and remains high at present. At the same time, since March, the "old for new" search popularity index has jumped rapidly, with a sharp increase of 260% over the previous year. Guotai Jun'an Cai Wenjuan believes that the policy emphasizes the construction of second-hand circulation channels and simplifies the process of household appliances replacement, which will help to solve the pain points of consumers' unclear recycling channels and price system in the process of household appliances replacement, further accelerate the recovery of waste products, and help release the demand for consumer renewal. At the same time, leading enterprises that have initially established a recycling platform or second-hand trading platform for waste household appliances will have a stronger first mover advantage and benefit from this round of trade in activities.
Suspension and resumption of trading
Suspension
nothing
resumption
nothing
Bulletin Express
[Hot spots]
New retirement: the company's shares will be delisted on April 18, 2024
Xin Haigui (002089) announced in the evening of April 17 that the company's shares had been decided by Shenzhen Stock Exchange to terminate listing and would be delisted on April 18, 2024.
Radio, television and electric : The subsidiary An Yiji has been transferred to the innovation level since April 18
Radio and Television Electric (601616) announced in the evening of April 17 that the subsidiary Shanghai AEG Enterprise Development Co., Ltd. (hereinafter referred to as "AEG") met the relevant regulations and was transferred to the innovation level from April 18, 2024 according to the regular adjustment procedure of the market level.
Electronic City : Zhiyu Zhilian, a subsidiary, plans to terminate its application for listing on the Beijing Stock Exchange
E-City (600658) announced in the evening of April 17 that Zhiyu Zhilian, a subsidiary, planned to terminate its public offering of shares to unspecified qualified investors and listing on the Beijing Stock Exchange.
Four link board Chunguang Technology: the company's circulation stock is small, and the market speculation risk is low
Chunguang Technology (603657) disclosed the stock trading changes and risk warning announcement on the evening of April 17. It said that the company's stock price had risen for four consecutive trading days from April 12 to April 17, and since April 11, the deviation value of the rise had accumulated to 47.75%, which may lead to a risk of decline after a large short-term rise. Up to now, the company's controlling shareholders, actual controllers and persons acting in concert hold 66.1% of the company's shares in total, and the rest are external tradable shares. The circulation is small and there is market speculation risk. Up to now, the Board of Directors of the Company has confirmed that there is no major matter or important information that should be disclosed but has not been disclosed.
Rice Information: In 2023, the revenue of general aviation only accounts for 0.24% of the company's main business revenue
Rice Information (688631) released a change announcement on the evening of April 17, saying that recently, the company has attracted a lot of attention and discussion in the field of general aviation. The company has always focused on the development of its main business. In 2021, 2022 and 2023, the operating revenue in the field of general aviation only accounted for 0.43%, 1.04% and 0.24% of the company's main business revenue respectively. Investors should pay attention to investment risks, make rational decisions and invest prudently. Recently, the company has noticed that the low altitude economy, as a strategic emerging industry, has been strongly supported by national policies. It is expected that the future development trend of the industry will be good. However, the current low altitude economy related industrial policies are not clear, and the development direction of the industry is uncertain. Its development speed and stage effects need to be calmly analyzed to avoid short-term blind overheating.
LEO Shares: the Chairman and Vice Chairman of the Board of Directors are involved in receiving the notification of filing by the CSRC
Leo Shares (002131) announced in the evening of April 17 that the company received the notice from Wang Xiangrong, Chairman of the Board of Directors, and Wang Zhuangli, Vice Chairman of the Board of Directors on the same day, and learned that they had received the Notice of Filing issued by the CSRC. The CSRC decided to file a case against Wang Xiangrong and Wang Zhuangli on suspicion of short-term trading of "Leo Shares". The content of this investigation is about Wang Xiangrong and Yan Suyun, Wang Zhuangli's mother, buying and selling shares of the company. The matters under investigation this time have nothing to do with the company, and the company's business activities will not be affected.
ST Everlasting (Rights protection) : The controlling shareholder and the actual controller receive the notification of filing by the CSRC
ST Hengjiu (002808) announced in the evening of April 17 that the CSRC decided to file a case against Yu Rongqing, the controlling shareholder and actual controller of the company, on March 28 due to suspected violations of laws and regulations in information disclosure.
Baota Industry : Holding subsidiary is suspended from participating in procurement activities by customers
Baota Industry (000595) announced in the evening of April 17 that Guilin Haiwei Marine Electrical Co., Ltd. (hereinafter referred to as "Guilin Haiwei"), a holding subsidiary of the company, was suspended from participating in procurement activities by the Contract Supervision Bureau of the Equipment Development Department of the Central Military Commission from January 27, 2024 to October 26, 2024. The reason for the suspension was the improper payment and use of funds related to the customer by Guilin Haiwei from 2013 to 2014. The event has no significant adverse impact on the company's operation in the short term, and is expected to have a small impact on the completion of the company's operating performance this year.
Qingsong Jianhua : Proposed change of controlling shareholder and actual controller of the company
Qingsong Jianhua (600425) announced in the evening of April 17 that its controlling shareholders, Alar Tongzhong State owned Capital Investment and Operation (Group) Co., Ltd. (hereinafter referred to as "Alar Tongzhong Company") and Xinjiang Zhongxin Energy Mining Co., Ltd. (hereinafter referred to as "Zhongxin Energy Mining Company"), Alar Tongzhong Company plans to invest 361 million shares (22.49% of the total shares of the company) of the company's non tradable shares to Zhongxin Energy Mining Company. If the capital contribution is completed, China New Energy Mining Co., Ltd. holds 22.49% of the company's shares; Alar Tongzhong Company holds 16.60% of the company's shares. The controlling shareholder of the company will be changed to China New Energy Mining Company, and the actual controller will be changed from the SASAC of the First Division of Xinjiang Production and Construction Corps to the SASAC of Xinjiang Production and Construction Corps.
[Merger and reorganization]
Mercure : It is proposed to acquire overseas companies and lay out a localized production and manufacturing base in Europe
On the evening of April 17, Merrison (301307) announced that the company planned to set up a special purpose vehicle (SPV) in Luxembourg through its wholly-owned subsidiary, Hong Kong Merrison, to acquire 97% of the equity of VOIT Automotive GmbH in cash from the seller of a German company, and indirectly acquire 51% of the equity of Fonderie Lorraine S.A.S. through a German company; It is proposed to acquire 100% equity of Voit Polska Sp.Z o.o.from the seller of Polish company in cash. The total purchase price of 97% shares of German companies is 34.84 million euros, and the estimated purchase price of shares of Polish companies is 10.5282 million euros. This transaction is expected to constitute a major asset restructuring. The target company is mainly engaged in aluminum die-casting related businesses in the automotive field, and its products are mainly used in the automotive field. The main customers of the target company include ZF, Brose, Bosch, Audi, etc. Through this acquisition, the company will have a localized manufacturing base and technology center in Europe, which can quickly respond to customer needs.
Minde Electronics : It is proposed to acquire part of the stock rights of Guangxin Microelectronics and code the wafer foundry business
Minde Electronics (300656) announced in the evening of April 17 that recently, the company signed an equity transfer agreement with Lishui High Quality Green Development Industry Fund Co., Ltd. ("High Quality Fund"), and the company will acquire 0.9197% equity of Zhejiang Guangxin Microelectronics Co., Ltd. ("Guangxin Microelectronics") held by the high quality fund, The equity transfer price is the sum of the original value of the equity capital increase of 5.61 million yuan and the investment income calculated at the annual interest rate of 5%. The main business of Guangxin Microelectronics is process semiconductor wafer foundry. Phase I plans to produce 1.2 million pieces of 6-inch silicon based wafer foundry capacity annually, and there are a small number of 8-inch silicon based wafer foundry capacity and 6-inch silicon carbide wafer foundry capacity. After the completion of the transaction, the company's shareholding concentration in Guangxin Microelectronics will be further improved.
[Business performance]
Andavil : Net profit in the first quarter increased by 681.13% - 837.35% YoY
Andavier (300719) released the performance forecast on the evening of April 17, and it is expected that the net profit in the first quarter of 2024 will be 5 million yuan - 6 million yuan, with a year-on-year increase of 681.13% - 837.35%. In the same period of last year, the company made a profit of 640100 yuan. The company achieved the operating revenue target of the first quarter as planned, and the government subsidies received increased year on year.
Luxiao Technology : Net profit in the first quarter increased by 88.72% - 110.93% YoY
Luxiao Technology (002617) released its performance forecast on the evening of April 17. It is estimated that the net profit in the first quarter of 2024 will be 85 million yuan - 95 million yuan, with a year-on-year growth of 88.72% - 110.93%. The overall operation quality of the company has improved, the industrial manufacturing and photovoltaic power generation business has maintained stable development, the newly expanded climbing machine business has been rapidly expanded, and the revenue and profit have achieved rapid growth compared with the same period last year.
Baoguang Shares : It is estimated that the net profit in the first quarter will increase by 73.18% year on year
Baoguang Shares (600379) announced on the evening of April 17 that it is expected to achieve a net profit of 16.14 million yuan in the first quarter of 2024, an increase of 6.82 million yuan over the same period of the previous year, or 73.18% year-on-year. During the reporting period, the company increased its market development efforts to promote the growth of domestic and international sales scale; Optimize the sales structure of main products, and achieve a significant increase in profits on a year-on-year basis.
Zhuo Shengwei : Net profit in the first quarter increased by 64.82% - 69.97% YoY
Zhuoshengwei (300782) released its performance forecast on the evening of April 17. It is estimated that the net profit attributable to the parent company in the first quarter of 2024 will be 192 million yuan - 198 million yuan, with a year-on-year growth of 64.82% - 69.97%. The main reason is that the end customers were in the main rhythm of destocking in the same period last year. During the reporting period, the company continued to consolidate and improve the market share of the original competitive products, and at the same time, it continued to increase the market development of RF filter module products relying on its own production line. The scale effect of module products brought by filter breakthroughs continued to increase, The above factors made the company's performance in the first quarter rise compared with the same period last year.
Junhe Shares : The net profit in the first quarter is expected to increase by 57% to 98.86% year on year
Junhe Shares (603617) announced on the evening of April 17 that it is expected that the net profit in the first quarter of 2024 will be 15 million yuan to 19 million yuan, an increase of 57% to 98.86% year on year. Since the fourth quarter of 2023, the domestic water pump industry has recovered, the demand of downstream customers has continued to recover, and the company's orders in hand in the same period have recovered to a historical high level, which has effectively improved the production, sales and gross profit margin of products during the reporting period.
Tiancheng Technology : It is estimated that the net profit in the first quarter will increase by 53.82% year on year
Tiancheng Technology (688603) released its performance forecast on the evening of April 17. It is estimated that the net profit in the first quarter of 2024 will be 17.5 million yuan, up 53.82% year on year. During the reporting period, the company's revenue of electroplating series and other products with higher gross profit increased significantly compared with the same period last year, and the proportion increased relatively, which affected the increase of net profit. At the same time, Tiancheng Technology disclosed its annual report that in 2023, it will achieve a net profit of 58.5723 million yuan, an increase of 7.25% year on year; The company plans to pay dividends of 3.4 yuan (tax included) for every 10 shares.
Anjie Technology : Net profit in the first quarter increased 39.28% - 75.94% YoY
Anjie Technology (002635) released its performance forecast on the evening of April 17. It is estimated that the net profit in the first quarter of 2024 will be 95 million yuan - 120 million yuan, up 39.28% - 75.94% year on year. During the reporting period, the orders of the company's new energy vehicle business and consumer electronics business increased year on year, and the operating revenue increased year on year.
Hainan Mining : Net profit in the first quarter increased by 38.07% - 64.7% YoY
Hainan Mining (601969) released its performance forecast on the evening of April 17. It is estimated that the net profit in the first quarter of 2024 will reach 223 million yuan to 266 million yuan, an increase of 38.07% to 64.7% year on year. As the settlement price of iron ore in the first quarter was higher than that in the same period of last year, the net profit of the company's iron ore mining and processing business grew significantly.
Shenzhou cell : In the first quarter, the profit in advance was 60 million yuan to 80 million yuan, and the loss was reversed year on year
Shenzhou Cell (688520) announced on the evening of April 17 that it is expected that the company will achieve an operating income of 600 million yuan to 620 million yuan in the first quarter of 2024; The net profit of 60 million yuan to 80 million yuan, from loss to profit, is mainly due to the continuous and stable growth of the company's product sales revenue, as well as cost reduction and efficiency increase through controlling operating costs and improving research and development efficiency.
Tengyuan Cobalt: net profit in the first quarter was 144 million yuan, up 1705.74% year on year
Tengyuan Cobalt (301219) disclosed its first quarter report on the evening of April 17, and the company's operating income in the first quarter was 1.515 billion yuan, up 38.12% year on year; The net profit was 144 million yuan, up 1705.74% year on year; Basic earnings per share is 0.49 yuan.
Fragrant : Net profit in the first quarter was 25.2126 million yuan, up 331.26% year on year
Xiangpiaopiao (603711) disclosed the first quarter report on the evening of April 17, and the company realized an operating income of 725 million yuan in the first quarter of 2024, up 6.76% year on year; The net profit was 25.2126 million yuan, up 331.26% year on year; Basic earnings per share is 0.06 yuan.
Longxun Shares : Net profit in the first quarter was 31.01 million yuan, up 324.85% year on year
Longxun Shares (688486) disclosed its first quarter report on the evening of April 17. The company realized operating revenue of 104 million yuan in the first quarter of 2024, a year-on-year increase of 101.95%; The net profit was 31.01 million yuan, up 324.85% year on year; Basic earnings per share is 0.45 yuan. The company continued to expand the domestic and foreign markets, and the order volume increased significantly.
Avia Technology : Net profit in the first quarter was 31.6457 million yuan, up 153.27% year on year
Avia Technology (688510) released its first quarter report on the evening of April 17, and realized operating revenue of 161 million yuan in the first quarter of 2024, up 41.76% year on year; The net profit was 31.6457 million yuan, up 153.27% year on year. During the reporting period, the total volume of the company's international and domestic aviation batch production business continued to maintain stable growth.
Tian'an New Material : The net profit in the first quarter was 12.2657 million yuan, up 50.98% year on year
Tianan New Material (603725) released its first quarter report on the evening of April 17, and realized an operating revenue of 526 million yuan in the first quarter of 2024, down 1.99% year on year; The net profit was 12.2657 million yuan, up 50.98% year on year. During the reporting period, the structure of the company's household decoration materials and film products changed, and the increase in sales of high gross profit products led to an increase in operating income and gross profit margin.
Shihua Technology : The net profit in the first quarter was 41.2645 million yuan, up 37.32% year on year
Shihua Technology (688093) released its first quarter report on the evening of April 17, and realized an operating revenue of 133 million yuan in the first quarter of 2024, with a year-on-year growth of 63.32%; The net profit was 41.2645 million yuan, up 37.32% year on year. The company's sales revenue of electronic composite functional materials and photoelectric display module materials increased.
Aibo Medical : In 2023, it is planned to transfer RMB 4.9 from 10 to 8, and the net profit in the first quarter of this year will increase by 31.26%
Aibo Medical (688050) released its first quarterly report on the evening of April 17, and realized an operating revenue of 310 million yuan in the first quarter of 2024, with a year-on-year growth of 63.55%; The net profit was 103 million yuan, up 31.26% year on year. During the reporting period, the company's surgical treatment and myopia prevention and control business continued to grow; Vision care business grew rapidly. At the same time, Aibo Medical disclosed its annual report that in 2023, it will achieve a net profit of 304 million yuan, up 30.63% year on year. The company plans to increase 8 shares for every 10 shares and distribute a cash dividend of 4.9 yuan (tax included).
Medium nuclear titanium dioxide (Rights protection) : Net profit of the first quarter was 132 million yuan, up 25.99% year on year
CNNC Titanium Dioxide (002145) disclosed its first quarter report on the evening of April 17. The company realized 1.442 billion yuan of operating revenue in the first quarter of 2024, up 16.99% year on year; The net profit was 132 million yuan, up 25.99% year on year; Basic earnings per share is 0.034 yuan.
A horse in the clouds : The net profit in the first quarter was 24.1187 million yuan, up 25.69% year on year
Yunzhongma (603130) released its first quarter report on the evening of April 17, and realized an operating revenue of 547 million yuan in the first quarter of 2024, up 20.46% year on year; The net profit was 24.1187 million yuan, up 25.69% year on year.
Gold card intelligence : The net profit in the first quarter was 98.9572 million yuan, up 22.03% year on year
Gold Card Smart (300349) disclosed its first quarter report on the evening of April 17, and the company realized an operating revenue of 719 million yuan in the first quarter of 2024, a year-on-year increase of 12.48%; The net profit was 98.9572 million yuan, up 22.03% year on year; Basic earnings per share is 0.24 yuan. During the reporting period, the company continued to rely on its digital solution capabilities, actively played its brand and market channel advantages, insisted on innovation driven, and promoted new growth in performance.
Walter Dayne : Net profit in the first quarter was 169 million yuan, up 3% year on year
Huate Daying (000915) disclosed its first quarter report on the evening of April 17. The company realized an operating revenue of 572 million yuan in the first quarter of 2024, up 1.85% year on year; Net profit attributable to the parent company was 169 million yuan, up 3% year on year; Basic earnings per share is 0.72 yuan. Among them, the company's pharmaceutical business realized an operating income of 563 million yuan and a net profit of 318 million yuan in the first quarter, up 2.34% and 0.78% year on year respectively.
*ST Xinlian (Rights protection) : The net profit of the first quarter was 20.6856 million yuan, turning from loss to profit on a year-on-year basis
*ST Xinlian (000620) disclosed the first quarter report on the evening of April 17, and the company realized an operating income of 805 million yuan in the first quarter of 2024, up 64.1% year on year; The net profit was 20.6856 million yuan, with a loss of 968 million yuan in the same period last year; Basic earnings per share is 0.0035 yuan.
Three Gorges tourism : The net profit of the first quarter was 9.474 million yuan, down 53.2% year on year
Three Gorges Tourism (002627) disclosed its first quarter report on the evening of April 17. The company realized an operating income of 131 million yuan in the first quarter of 2024, a year-on-year decrease of 72.04%; The net profit was 9.474 million yuan, down 53.2% year on year; Basic earnings per share is 0.013 yuan. There was no passenger car 4S service revenue and supply chain business revenue in the reporting period, and the operating revenue decreased significantly compared with the same period last year. At the same time, Three Gorges Tourism disclosed its annual report that the company will achieve an operating income of 1.6 billion yuan in 2023, down 16.1% year on year; The net profit was 130 million yuan, up 2848.55% year on year. The company plans to pay a dividend of 1 yuan (tax included) for every 10 shares.
Prebiotics : The net profit in the first quarter was 109 million yuan, down 65.16% year on year
Yisheng Shares (002458) disclosed its first quarter report on the evening of April 17. The company realized an operating income of 687 million yuan in the first quarter of 2024, a year-on-year decline of 24.75%; The net profit was 109 million yuan, down 65.16% year on year; Basic earnings per share is 0.1 yuan. During the reporting period, the prices of parent generation and commodity generation chicken seedlings of the company's main products were lower than the same period last year.
Fresh environment : Net profit in 2023 will decrease by 65.73% - 75.81% year on year
Qingxin Environment (002573) released its performance forecast on the evening of April 17. It is estimated that the net profit in 2023 will be 108 million yuan - 153 million yuan, a year-on-year decrease of 65.73% - 75.81%. Affected by income adjustment and increase in credit impairment losses, the Company's net profit in 2023 decreased by more than 50% compared with the same period last year.
Xiangfenghua : The net profit of the first quarter was 12.8146 million yuan, down 76.62% year on year
Xiang Fenghua (300890) released the first quarter report on the evening of April 17, and realized an operating income of 333 million yuan in the first quarter of 2024, a year-on-year decrease of 40.35%; The net profit was 12.8146 million yuan, down 76.62% year on year. The decline in revenue was mainly due to the decline in the price and sales of cathode materials affected by overcapacity in the industry.
Blond Rabbi : The net profit of the first quarter was 487500 yuan, down 91.01% year on year
The Kingfa Rabbi (002762) released its first quarter report on the evening of April 17, 2024, and realized an operating revenue of 43.5025 million yuan in the first quarter of 2024, a year-on-year decrease of 14.86%; The net profit was 487500 yuan, down 91.01% year on year.
Songge Shares : In 2023, the net profit will increase by 189.72% year on year, and it is planned to allocate 4 yuan for 10 groups
Lege Shares (300729) disclosed its annual report on the evening of April 17. The company realized an operating income of 3.902 billion yuan in 2023, up 21.61% year on year; The net profit was 634 million yuan, up 189.72% year on year; Basic earnings per share is 2.03 yuan. The company plans to distribute a cash dividend of 4 yuan (tax included) for every 10 shares. During the reporting period, the company's smart home business and overseas warehouse business were driven by two wheels to achieve coordinated development. Ergonomic series products are still the main source of the company's operating revenue, achieving a revenue of 2.612 billion yuan, accounting for 66.94% of the operating revenue; The business of public overseas warehouses has developed rapidly, achieving a revenue of 951 million yuan, accounting for 24.38% of the operating revenue.
Newtag : In 2023, the net profit will increase by 75.08% year on year, and it is planned to transfer from 10 to 4, with 1.25 yuan
Newtag (301229) disclosed its annual report on the evening of April 17. The company realized 903 million yuan of operating revenue in 2023, a year-on-year increase of 30.46%; The net profit was 72.6469 million yuan, up 75.08% year on year; Basic earnings per share is 0.91 yuan. The company plans to increase 4 shares for every 10 shares and distribute dividends of 1.25 yuan (tax included). During the reporting period, the company grasped the development opportunity of automobile lightweight and the development trend of new energy vehicles, innovatively developed aluminum alloy and plastic lightweight parts for new energy vehicles, optimized product structure, improved business competitiveness and promoted steady growth of performance.
Chang'an Automobile : In 2023, the net profit will increase by 45.25% year on year, and it is proposed to allocate 3.43 yuan
Chang'an Automobile (000625) disclosed its annual report on the evening of April 17, and the company realized an operating revenue of 151.298 billion yuan in 2023, up 24.78% year on year; The net profit was 11.327 billion yuan, up 45.25% year on year, mainly due to the increase of the company's sales volume and the improvement of its operation quality; Basic earnings per share is 1.15 yuan. The company plans to pay dividends of 3.43 yuan (tax included) for every 10 shares.
Dawn of Zhongke : In 2023, the net profit will increase by 18.88% year on year. It is proposed to allocate 1.7 yuan
Zhongke Shuguang (603019) disclosed its annual report on the evening of April 17. In 2023, the company realized an operating income of 14.353 billion yuan, up 10.34% year on year; Net profit was 1.836 billion yuan, up 18.88% year on year; Basic earnings per share is 1.26 yuan. The company plans to distribute a dividend of 1.7 yuan (tax included) for every 10 shares.
Norris : The net profit in 2023 will increase by 13.82% year on year, and it is proposed to allocate 6.22 yuan
Norris (603611) released its annual report on the evening of April 17, and realized an operating revenue of 6.963 billion yuan in 2023, up 3.89% year on year; The net profit was 458 million yuan, up 13.82% year on year; Basic earnings per share is 1.78 yuan. The company plans to distribute dividends of 6.22 yuan (tax included) for every 10 shares.
East China Medicine : Net profit in 2023 will increase by 13.59% year on year, and it is proposed to allocate 5.8 yuan
East China Pharmaceutical (000963) disclosed its annual report on the evening of April 17. The company will achieve an operating income of 40.624 billion yuan in 2023, with a year-on-year increase of 7.71%; Net profit was 2.839 billion yuan, up 13.59% year on year; Basic earnings per share is 1.62 yuan. The company plans to pay a dividend of 5.8 yuan (tax included) for every 10 shares.
Hengrui Pharmaceutical : In 2023, the net profit will increase by 10.14% on a year-on-year basis, and it is planned to allocate 2 yuan for 10 companies
Hengrui Pharmaceutical (600276) released its annual report on the evening of April 17, and realized an operating revenue of 22.82 billion yuan in 2023, up 7.26% year on year; The net profit was 4.302 billion yuan, up 10.14% year on year; Basic earnings per share is 0.68 yuan. The company plans to distribute dividends of 2 yuan (tax included) for every 10 shares.
People's Network : In 2023, the net profit will increase by 6.62% year on year, and it is proposed to allocate 1.69 yuan
People's Daily Online (603000) released its annual report on the evening of April 17, and in 2023, it will achieve an operating revenue of 2.115 billion yuan, up 6.95% year on year; The net profit was 331 million yuan, up 6.62% year on year; Basic earnings per share is 0.3 yuan. The company plans to distribute dividends of 1.69 yuan (tax included) for every 10 shares.
Funeng Shares : In 2023, the net profit will increase by 1.11% year on year, and it is planned to allocate 3.1 yuan
Funeng Shares (600483) disclosed its annual report on the evening of April 17, and the company realized an operating income of 14.695 billion yuan in 2023, up 2.63% year on year; Net profit was 2.623 billion yuan, up 1.11% year on year; Basic earnings per share: 1.03 yuan; The company plans to distribute a cash dividend of 3.1 yuan (tax included) for every 10 shares. Funeng also disclosed that in the first quarter of 2024, the company's holding power plants completed 5.326 billion kilowatt hours of power generation according to the consolidated statement, an increase of 2.37% year on year; The grid connected electricity reached 5.064 billion kWh, up 2.27% year on year; The total heat supply completed was 2018100 tons, up 13.22% year on year.
Hengsheng Energy : The net profit in 2023 will decrease by 0.9% year on year, and it is planned to pay 2.5 yuan
Hengsheng Energy (605580) released its annual report on the evening of April 17, and realized an operating revenue of 789 million yuan in 2023, down 11.08% year on year; The net profit was 136 million yuan, down 0.9% year on year; Basic earnings per share is 0.49 yuan. The company plans to distribute dividends of 2.5 yuan (tax included) for every 10 shares.
Ziguang Guowei : The net profit in 2023 will decrease by 3.84% year on year, and it is proposed to allocate 6.8 yuan
Ziguang Guowei (002049) released its annual report on the evening of April 17, and realized an operating revenue of 7.565 billion yuan in 2023, up 6.26% year on year; Net profit was 2.531 billion yuan, down 3.84% year on year; Basic earnings per share is 2.99 yuan. The company plans to distribute a cash dividend of 6.8 yuan (tax included) for every 10 shares.
Baichuan Energy : In 2023, the net profit will decrease by 5.82% year on year, and it is planned to allocate 1.3 yuan
Baichuan Energy (600681) disclosed its annual report on the evening of April 17, and the company realized an operating income of 5.223 billion yuan in 2023, up 4.27% year on year; The net profit was 368 million yuan, down 5.82% year on year; Basic earnings per share is 0.27 yuan. The company plans to distribute a dividend of 1.3 yuan (tax included) for every 10 shares.
Sifang Optoelectronics : In 2023, the net profit will decrease 8.78% year on year, and it is planned to transfer from 10 to 4.3 and send 8.6 yuan
Sifang Optoelectronics (688665) released its annual report on the evening of April 17, and realized an operating revenue of 692 million yuan in 2023, up 14.82% year on year; Net profit was 133 million yuan, down 8.78% year on year; Basic earnings per share is 1.9 yuan. The company plans to increase 4.3 shares for every 10 shares and distribute dividends of 8.6 yuan (tax included).
Han's Laser : The net profit in 2023 will decrease by 32.47% year on year, and it is planned to allocate 2 yuan for 10
Han's Laser (002008) disclosed its annual report on the evening of April 17, 2023, and the company's operating revenue will reach 14.091 billion yuan, down 5.82% year on year; The net profit was 820 million yuan, down 32.47% year on year; Basic earnings per share is 0.78 yuan. The company plans to pay dividends of 2 yuan (tax included) for every 10 shares. During the reporting period, the company's operating income declined year-on-year, mainly due to the weak demand for consumer electronic terminals and the continuous high inventory in the electronic industry. The overall demand of the PCB industry was depressed, the capital expenditure of downstream customers was significantly reduced, and the market demand for special equipment was greatly affected. In order to stabilize and motivate the team, equity incentive has been implemented in some business sectors, which has led to an increase in the cost of equity incentive; At the same time, in order to improve competitiveness and increase R&D investment, R&D expenditure has also increased.
Rongjie Shares : In 2023, the net profit will decrease by 84.41% year on year, and it is planned to allocate 3 yuan for 10
Rongjie Shares (002192) disclosed its annual report on the evening of April 17. The company realized an operating income of 1.211 billion yuan in 2023, a year-on-year decline of 59.53%; Net profit was 380 million yuan, down 84.41% year on year; Basic earnings per share is 1.46 yuan. The company plans to pay dividends of 3 yuan (tax included) for every 10 shares. During the reporting period, affected by the market environment of the new energy lithium battery material industry, the prices of the company's main lithium concentrate products and lithium salt products continued to decline, resulting in a decline in the profits of the company's lithium ore mining and processing business and lithium salt processing business; At the same time, the profits of the lithium salt joint venture also declined significantly, resulting in a significant reduction in the investment income recognized by the company.
Qixia Construction : From January to March, the contractual sales amount of commercial housing equity was 148 million yuan
Qixia Construction (600533) released a briefing on real estate operation on the evening of April 17. From January to March 2024, the company's commercial housing equity contract sales area was 6000 square meters, compared with 41700 square meters in the same period last year; The Company's equity contract sales amount of commercial housing was 148 million yuan, compared with 1.736 billion yuan in the same period last year. From January to March 2024, the company recognized the rental property income of 12.7895 million yuan.
Western construction : The contracted volume of concrete in the first quarter increased by 73.37% year on year
Western Construction (002302) announced in the evening of April 17 that the company's contracted concrete volume in the first quarter was 33.6906 million cubic meters, up 73.37% year on year; The sales volume was 10.9936 million cubic meters, up 10.75% year on year.
Inner Mongolia Huadian : Power generation in the first quarter was 14.436 billion kWh, down 0.91% year on year
Inner Mongolia Huadian (600863) announced on the evening of April 17 that in the first quarter of 2024, the company will generate 14.436 billion kilowatt hours of electricity, a decrease of 0.91% over the same period of the previous year; The grid connected electricity reached 13.352 billion kWh, down 1.13% year on year. The company completed 12.938 billion kilowatt hours of electricity in market trading, accounting for 96.9% of the on grid electricity.
[Increase/decrease of holdings&repurchase]
Jinji Shares : The person acting in concert of the largest shareholder plans to reduce 0.27% of shares
Jinji Shares (300798) announced in the evening of April 17 that Taixing Zhiyuan Enterprise Management Partnership (limited partnership), the person acting in concert with Zhao Weiguo, the largest shareholder of the company, planned to reduce 682900 shares of the company, accounting for 0.15% of the total share capital of the company; Taixing Zhizhen Enterprise Management Partnership (Limited Partnership), the person acting in concert with Zhao Weiguo, the largest shareholder of the Company, plans to reduce 582600 shares of the Company, accounting for 0.12% of the total share capital of the Company.
Yijiahe : Huatai Zhanxin Investment and other shareholders plan to reduce their shares in the company
Yijiahe (603666) announced in the evening of April 17 that Jiangsu Huatai Strategic Emerging Industry Investment Fund (Limited Partnership) (hereinafter referred to as "Huatai Zhanxin Investment"), which holds 3.21% of the shares, plans to reduce its shares of the company by no more than 6.188 million shares, that is, no more than 2.997% of the total shares of the company; Nanjing Daofeng Investment Management Center (General Partnership) (hereinafter referred to as "Daofeng Investment"), which holds 0.01% of the shares, plans to reduce its shares of the company by no more than 6712 shares, accounting for 0.003% of the total shares of the company; Qiu Xiandong, a 0.33% shareholder, plans to reduce his shares of the Company by no more than 686700 shares, that is, no more than 0.33% of the total shares of the Company.
Oriental Seiko : Dongsheng Xianxian and Qinghai Puren plan to reduce their shares by no more than 1% in total
Dongfang Jinggong (002611) announced in the evening of April 17 that Dongsheng Xianxian Technology Industry Co., Ltd. (hereinafter referred to as "Dongsheng Xianxian") and Qinghai Puren Intelligent Technology Research and Development Center (limited partnership) (hereinafter referred to as "Qinghai Puren"), shareholders of the company with a total shareholding of 5.11%, planned to conduct centralized bidding transactions within 3 months after 15 trading days, The total reduction of shares of the Company shall not exceed 11.9772 million shares, or 1% of the current total share capital of the Company.
Colorful chemistry (Rights protection) : The Secretary of the Board of Directors plans to reduce the shares of the Company by no more than 0.12%
Qicai Chemical (300758) announced in the evening of April 17 that Yu Xingchun, the secretary of the board of directors of the company, planned to reduce the company's shares by centralized bidding to no more than 477000 shares, accounting for 0.12% of the company's total share capital after excluding the number of shares in the special account for repurchase.
Yanshan Technology : It is planned to buy back shares of 100 million to 120 million yuan to reduce registered capital
Yanshan Technology (002195) announced in the evening of April 17 that the company planned to buy back shares with 100 million yuan - 120 million yuan to reduce the company's registered capital, and the buyback price should not exceed 4.4 yuan per share. At the same time, Yanshan Technology also disclosed its first quarter report, realizing a net profit of 782.66 billion yuan in the first quarter of 2024, a year-on-year decrease of 29.05%.
Pulian Software : It is planned to buy back shares from 30 million yuan to 35 million yuan
On the evening of April 17, Pulian Software (300996) announced that the company planned to buy back shares with no less than 30 million yuan and no more than 35 million yuan for employee stock ownership plan or equity incentive, and the buyback price should not exceed 23 yuan/share.
Wenfeng Shares : It is planned to buy back shares of RMB 25 million - 50 million
Wenfeng Shares (601010) announced in the evening of April 17 that it was planned to buy back the company's shares at a price of no more than 3.21 yuan per share from 25 million yuan to 50 million yuan. The repurchased shares were used to maintain the company's value and shareholders' equity, and were sold by means of centralized bidding as appropriate. The part that was not sold within the time limit would be cancelled according to law.
Yingweiteng : It is planned to buy back shares of 60 million yuan to 100 million yuan
In the evening of April 17, Inviten (002334) announced that the company planned to buy back shares with 60 million to 100 million yuan for the implementation of equity incentive or employee stock ownership plan, and the buyback price should not exceed 8 yuan/share. At the same time, the company reported that in the first quarter of 2024, its operating revenue would reach 949 million yuan, down 6.31% year on year; The net profit was 47.2224 million yuan, a year-on-year decrease of 50.47%; Basic earnings per share is 0.06 yuan.
Ruoyue minister : It is planned to buy back shares of 25 million to 50 million yuan
If Yuchen (003010) announced in the evening of April 17 that the company planned to buy back some shares of the company with 25 million yuan - 50 million yuan to implement the equity incentive plan or employee stock ownership plan, the buyback price should not exceed 23.99 yuan/share.
Sentai Shares : It is planned to buy back shares of 30 million yuan to 40 million yuan
Sentai Shares announced in the evening of April 17 that the company planned to use some of the over raised funds to buy back shares at a price of 30 million to 40 million yuan, which would be used to implement equity incentive or employee stock ownership plans. The buyback price would not exceed 22 yuan per share. Sentai released its first quarter report on the same day. In the first quarter of 2024, the company realized an operating income of 190 million yuan, up 7.42% year on year; The net profit was 22.303 million yuan, up 31.25% year on year; Basic earnings per share is 0.19 yuan.
[Successful Contract]
Huazhong CNC : Holding subsidiaries signed overseas project contracts totaling 505 million yuan
Huazhong Numerical Control (300161) announced in the evening of April 17 that recently, Changzhou Huashu Jinming Intelligent Equipment Technology Research Institute Co., Ltd. (hereinafter referred to as "Huashu Jinming"), a holding subsidiary of the company, signed Equipment Supply and Technical Service Contract and Equipment Supply and Installation Contract with customer J and its associated entity 1, Huashu Jinming plans to sell flexible battery module assembly lines and PACK assembly lines to British customers, with contract amounts of 328 million yuan and 105 million yuan respectively; Sign the Equipment Master Purchase Agreement and Purchase Order with the related entity 2 of customer J, and plan to sell the flexible battery module assembly wiring to Japanese customers, with the contract amount of 71.5 million yuan. The total contract amount signed is 505 million yuan, accounting for 23.87% of the company's operating revenue in 2023.
Jinpan Technology : The cumulative amount of several transformer contracts signed is about 739 million yuan
Jinpan Technology (688676) announced in the evening of April 17 that the company and its holding subsidiaries had recently signed multiple contracts with one of the main EPC partners, overseas customer E, to provide transformers of various types. Based on the exchange rate of $1 to RMB 7.1025 on April 17, the cumulative contract amount was about 739 million yuan.
Stone foundation information : Wholly owned subsidiary signed major contract with Melco Hotel Group
On the evening of April 17, Shiji Information (002153) announced that on April 17, Shiji Singapore, a wholly-owned subsidiary of the company, and Golden Future (Management Services) Limited (hereinafter referred to as "the customer", on behalf of Melco Hotel Group) signed the Master Services Agenda (hereinafter referred to as "MSA"), stipulating that the company will be owned by the customer and its related parties The managed and/or operated hotels provide the enterprise level hotel information management system Shiji Enterprise Platform and related supporting products and services of the new generation cloud architecture in the form of SaaS services.
Zhonglai Shares (Rights protection) : Holding subsidiaries jointly won the bid for 2.756 billion yuan household photovoltaic project
On the evening of April 17, Zhonglai Shares (300393) announced that the company's holding subsidiary, Zhonglai Minsheng, and its wholly-owned subsidiary, Zhonglai Zhilian consortium, had won the bid for the procurement of the EPC framework agreement for the second batch of household photovoltaic projects of Zhejiang Zheneng Energy Services Co., Ltd. The project agreement is valid until December 31, 2025, and the estimated construction capacity is 800MWp-2GWp, The estimated bid winning amount is 2.756 billion yuan.
China Energy Construction : The newly signed contract amount in the first quarter was 367.756 billion yuan, up 23.53% year on year
China Energy Construction (601868) announced on the evening of April 17 that the cumulative amount of new contracts signed in the first quarter of 2024 was 367.756 billion yuan, up 23.53% year on year.
Railway Construction Heavy Industry : The newly signed contract/bid winning amount in the first quarter was 3.409 billion yuan, up 1.39% year on year
China Railway Construction Heavy Industry (688425) announced on the evening of April 17 that the company won a total of 991 million yuan in major contracts signed in the first quarter of 2024, accounting for 9.88% of the company's operating revenue in 2023. The total amount of newly signed contracts/winning bids in the first quarter was 3.409 billion yuan, up 1.39% year on year.
Others
Xiamen Tungsten New Energy : It is planned to invest 278 million yuan in the construction of high-end energy materials engineering innovation center project
Xiamen Tungsten New Energy (688778) announced on the evening of April 17 that the company plans to invest 278 million yuan to build a new high-end energy material engineering innovation center project of Xiamen Tungsten New Energy. After the completion of the project, the pilot production capacity will be increased by 1500 tons/year. Xiamen Tungsten Xinneng also disclosed its first quarter report. The company's net profit in the first quarter of 2024 was 111 million yuan, down 3.71% year on year.
Tianqi Shares : It is proposed to set up a joint venture company with Chang'an Automobile to carry out battery recycling business
Tianqi (002009) announced in the evening of April 17 that the company plans to jointly invest with China Chang'an Automobile Group Co., Ltd. ("China Chang'an") and Chongqing Chang'an Automobile Co., Ltd. ("Chongqing Chang'an Automobile") to establish a joint venture company, Chenzhi Anqi Cycle Technology Co., Ltd., and cooperate with the joint venture company to carry out battery recycling Cascade utilization and recycling business aims to become a leading battery recycling benchmark enterprise in southwest China. The registered capital of the joint venture company is 180 million yuan, of which the company plans to contribute 88.2 million yuan, holding 49% of the equity; China Chang'an plans to contribute 55.8 million yuan, holding 31% of the equity; Chang'an Automobile plans to invest 36 million yuan, holding 20% of the equity.
Precision steel structure : About 10 joint venture steel structure companies are planned to be established in 2024
Jinggong Steel Structure (600496) announced in the evening of April 17 that after two years of operation, the joint venture chain business of the company has developed rapidly, and has expanded to Beijing, Tianjin, Guangxi, Hainan and other regions, with a total business volume of 550 million yuan. In 2024, the company will further accelerate the promotion of this business model. The company or its wholly-owned subsidiary plans to set up about 10 joint venture steel structure companies focusing on industrial construction (the company is the controlling party) in 2024 in the form of registered capital, with an investment of no more than 250 million yuan (inclusive).
God sent materials : It is planned to increase capital by 200 million yuan for Yichang Tianci to promote the project with an annual output of 300000 tons of iron phosphate
Tianci Materials (002709) announced in the evening of April 17 that the company planned to increase the capital of its wholly-owned subsidiary, Yichang Tianci High tech Materials Co., Ltd. (hereinafter referred to as "Yichang Tianci") with 200 million yuan. The purpose of this capital increase is to further strengthen Yichang Tianci's capital strength, so as to promote the construction progress of the company's "300000 ton annual iron phosphate project".
Jiyou Shares : Terminate the construction of a production line with an annual output of 500000 large cases of cigarette labels
Jiyou (603429) announced on the evening of April 17 that it would terminate the upgrading and reconstruction of Taihu production base and the construction of a new production line with an annual output of 500000 large cases of cigarette labels. As of April 16, 2024, 18.795 million yuan has been invested in the project, and the remaining funds raised are 238 million yuan. Influenced by the macro-economy, the development of downstream tobacco industry and other factors, the company's cigarette label business development in the past two years has not reached the original goal, and because the company won less business in the bidding process of cigarette packaging materials in 2023, the company is expected to face a sharp decline in cigarette packaging and printing business in the future according to the current situation.
White Cloud Mountain : Sildenafil citrate chemical API marketing application approved
Baiyunshan (600332) announced in the evening of April 17 that Baiyunshan Chemical Pharmaceutical Factory of the branch company received the notice of approval for the listing application of sildenafil citrate chemical API approved and issued by the State Food and Drug Administration on April 16. Sildenafil citrate is mainly used to treat erectile dysfunction.
Jiankangyuan : TG-1000 capsule phase III clinical trial reached the main research endpoint
Jiankangyuan (600380) announced on the evening of April 17 that recently, the company's innovative drug product TG-1000 capsule was used in the multi center phase III clinical trial of uncomplicated acute influenza A and B infection at the age of 12 years and above, reaching the main research endpoint. The company will communicate with the Center for Drug Evaluation (CDE) of the State Food and Drug Administration on the application for the listing of TG-1000 capsule for the treatment of influenza in the near future to promote the listing process of TG-1000 capsule.
Hanyu Pharmaceutical: Smeaglutide injection was approved for clinical trial
Hanyu Pharmaceutical (300199) announced in the evening of April 17 that on April 16, the company received the Notice of Approval for Clinical Trial of Smeaglutide Injection issued by the State Food and Drug Administration, and agreed to carry out clinical trials of weight management indications for this product.
Essence pharmacy : Sub subsidiary Ningxia Senxuan Pharmaceutical was ordered to suspend business for rectification
Jinghua Pharmaceutical (002349) announced on the evening of April 17 that Ningxia Senxuan Pharmaceutical Co., Ltd. (hereinafter referred to as "Ningxia Senxuan Pharmaceutical"), a subsidiary of the company, had recently received the decision of Pingluo County Government to order it to suspend business. Ningxia Senxuan Pharmaceutical was suspected of violating the relevant provisions of the Water Pollution Prevention and Control Law, and was ordered by Pingluo County Government to suspend business for rectification. It is estimated that the operating income of Ningxia Senxuan Pharmaceutical in 2023 accounts for 3.45% of the operating income of the company's consolidated statements.
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