Special topic: The uncertainty of long-term growth of the stock market still exists. Institutions suggest looking for pricing opportunities in two aspects
Positive and negative news affecting the stock market
Macro news
1. The European Union said it might impose tariffs on Chinese electric vehicles, but the practice was different from that of the United States. In response, Wang Wenbin, a spokesman for the Ministry of Foreign Affairs, said at a regular press conference yesterday that China's development and opening up have brought opportunities, not risks, to Europe and the world. Protectionism cannot solve the problems of the European Union. What we protect is backwardness, what we lose is the future. It is hoped that the European side will abide by its commitment to support free trade and oppose protectionism, and work with China to safeguard the overall situation of China EU economic and trade cooperation.
2. According to Kuan Kuan the pacific ocean WeChat official account: China has decided to take countermeasures against 12 US military enterprises, including Lockheed Martin Missile and Fire Control Company, to freeze movable property, real property and other types of property in China; Ten senior executives including Cathy Walden (chairman, CEO and president of Northrop Grumman) are not allowed to issue visas or enter China (including Hong Kong and Macao). Effective from May 22, 2024.
3. On May 22 local time, Norway and Spain announced that they would officially recognize the Palestinian State on May 28. Ireland also announced its formal recognition of the Palestinian State from mid April to early May. Barbados, Jamaica, Bahamas and other countries have successively announced their recognition of the Palestinian State. At this stage, nearly 150 countries have recognized the Palestinian State.
Industry News
1. The person in charge of the Civil Aviation Administration of China said that he would cooperate with relevant departments to do a good job in the pilot reform of airspace classification and low altitude airspace management, and increase the low altitude airspace; We will jointly strengthen the construction of the service support system for low altitude flight activities, and continue to improve the plan approval, air traffic control, meteorology, communication, surveillance and other service support for low altitude flight activities.
2. The General Office of the People's Government of Guangdong Province issued the Action Plan of Guangdong Province for Promoting the High Quality Development of Low Altitude Economy (2024-2026). It is mentioned in the plan that low altitude infrastructure should be properly arranged in advance to promote digital low altitude construction; Accelerate the reform of low altitude airspace management and strive for pilot demonstration of low altitude economy; Establish a special working class to promote high-quality development of low altitude economy, with provincial leaders as conveners.
3. At noon yesterday, there was a market rumor that the Saudi New Future City promoted by Saudi Crown Prince Mohammed bin Salman was on a global road show. Saudi Arabia plans to invest hundreds of billions of dollars to develop green energy. The first batch will build several world-class photovoltaic projects. It is expected that Chinese manufacturers will get the largest share. However, some analysts pointed out that the credibility of the above rumors is questionable.
4. The Office of the Leading Group for Real Estate Market Regulation in Chizhou City, Anhui Province issued the Notice on Further Adjusting and Optimizing Real Estate Policies and Measures, involving eight policies such as housing purchase subsidies and "selling old and buying new". It is proposed in the document that state-owned enterprises should be encouraged to purchase second-hand housing, and the down payment ratio of the first house should not be less than 15%.
5. The Shenzhen Stock Exchange announced yesterday that the real name of the posting account name "Fruit can't speculate in stocks" was Chen Guo, and the securities account under Chen Guo's name was held before May 21“ Zhongtong Bus ”700 shares, and cancelled all the selling declarations during the period of rapid rise in the share price. The Shenzhen Stock Exchange has decided to restrict the trading of its securities account for 15 days due to its fabricating and disseminating false information, misleading other investors to trade, and disturbing the order of the securities market.
6. Xiamen adjusted the down payment ratio of housing provident fund loan, and the minimum down payment ratio of the first house purchased in this city by applying for housing provident fund loan is 15%, and the policy will be implemented from May 22, 2024. In addition, from May 18, 2024, the interest rate of the first housing provident fund loan with a term of more than five years in Lhasa will drop to 1.68%. The reporter learned from the personal loan departments of many banks in Jinan that the down payment ratio of the first house in Jinan has dropped to 15%, and the interest rate of the first house loan has dropped from 3.75% to 3.55%. The reporter learned about the situation from banks in many cities in the Yangtze River Delta. At present, Changzhou, Hefei and other places have lowered the interest rate standard for housing loans. The interest rate for the first housing loan in Changzhou has dropped to 3.25%, which is the lower interest rate level in cities in the Yangtze River Delta. Several banks in Shanghai, Hangzhou, Nanjing and other places told reporters that there was no change for the time being.
7. At the BEYOND International Science and Technology Innovation Expo held in Macao, Ningde era Zeng Yuqun, the chairman of the board, said that in the field of electric aircraft, Ningde Times is carrying out cooperative development and is expected to launch applications in 2027 and 2028.
8. Reporters learned from Tencent yesterday that the one-stop agent creation and distribution platform Tencent Metaware has now fully upgraded its model resource support scheme: users can distribute exclusive AI agents to Tencent's global channels with one click to obtain free hybrid model resources and traffic support, and can also distribute and deploy agents to various scenarios in the form of API, The amount of free token increased from 1 million to 100 million. At the same time, the price of the big hybrid model was reduced comprehensively.
9. According to relevant sources, since June 1, due to the implementation of the cement "new standard", the cement production cost will further increase, and the cement enterprises in Northeast China plan to increase the price by another 50 yuan/ton. If the third round of cement price increase can fall behind, the cement price in Northeast China will increase by 110 yuan/ton accumulatively. In addition, cement prices in Henan, Anhui, Jiangsu, Zhejiang and Shanghai rose by 50 yuan/ton.
10. Alibaba Cloud announced that for the first time in this 618 event, Alibaba Cloud set a subsidy of 500 million yuan to accelerate cloud computing. Enterprises can now apply on Alibaba Cloud's official website. For non AliCloud IT business expenditures, enterprises only need to provide recent bills and other relevant materials, and new AliCloud users can enjoy subsidies without capping.
Company News
1、 IFLYTEK Liu Qingfeng, chairman of the board, said that the current level of GPT-4 could be caught up in June and July this year.
2、 Jinrui Mining The announcement of abnormal fluctuations in stock trading was released. The products produced by the company are mainly used in the production of liquid crystal glass substrates, which is different from semiconductor chip packaging glass substrates.
3、 Goer Shares Announced the termination of the listing of the subsidiary Goer Microelectronics GEM.
4、 Heavy Pharmaceutical Holdings Announcement, signing strategic cooperation framework agreement with JD Group.
5、 Jiangtian Chemical It is announced that the company does not produce products such as copolymer formaldehyde and trimellitic anhydride.
6、 Kangpeng Technology Disclose the announcement of abnormal fluctuations in stock trading, do not directly participate in the R&D and production process of Shanghai Zhongke Kangrun, and do not produce lubricant base oil products.
7、 ST Nanwei (Rights protection) It was announced that Li Ping, the company and the actual controller, was suspected of violating the laws and regulations on trust and was subject to administrative punishment by the CSRC.
8、 Longli Technology It was announced that the application of glass substrate materials is currently in the stage of R&D and patent reserve.
9. The annual revenue of Fast Hand Technology in 2023 is 113.5 billion yuan, and the annual adjusted net profit is 10.27 billion yuan.
10. Pinduoduo's revenue in the first quarter was 86.81 billion yuan, up 131% year on year; The adjusted net profit was 30.6 billion yuan, up 202% year on year.
11、 Leike Defence It is announced that the Company has no major events that should be disclosed but have not been disclosed.
Global Market
1. The three major US stock indexes collectively closed lower, with the Dow down 0.51%, the Nasdaq down 0.18%, the S&P 500 down 0.27%, most popular Chinese stocks down, and the Nasdaq China Golden Dragon Index down 1.16%.
2. The settlement price of WTI crude oil futures fell 1.39% to 77.57 dollars/barrel; Brent crude oil futures fell 1.18% to 81.90 dollars/barrel.
3. COMEX gold futures closed 1.77% lower at 2382.3 dollars/ounce; COMEX silver futures closed 3.77% lower at 30.99 dollars/ounce.
Investment opportunity reference
1. China Photovoltaic Industry Association: Solve the current industry dilemma through market-oriented means and encourage industry mergers and reorganization
Recently, under the guidance of the Electronic Information Department of the Ministry of Industry and Information Technology, the China Photovoltaic Industry Association organized a "Symposium on High Quality Development of Photovoltaic Industry" in Beijing. The meeting pointed out that the photovoltaic industry is an industry with a high degree of marketization, and it is more appropriate to solve the current industry dilemma by means of marketization, standardize and manage the investment promotion policies of local governments, and establish a unified national market; Adapt to the fast iteration speed of photovoltaic technology, and establish effective intellectual property protection measures; Encourage industry mergers and reorganization, and smooth the market exit mechanism.
The PV industry chain continued to reduce prices last week, leading enterprises in all links may enter the stage of cash loss costs, and the industry's liquidation accelerated. Huaan Securities The research paper pointed out that the current position should not be pessimistic, waiting for the rebound opportunity of the industry chain price to stop falling. It is expected that the price will stop falling or in the second quarter. It is suggested that from the perspective of ① the highest profit quality in the whole year ② the lowest valuation ③ the most obvious downfall in the early stage ④ the supply side is limited, the order is tracking bracket, photovoltaic glass, silicon chip.
2. An important base point for the rapid development of low altitude economic industries, or to stimulate the trillion scale market
On May 22, China Civil Airport Association issued the group standard of Technical Requirements for Electric Vertical Take off and Landing Aircraft (eVTOL) take-off and landing site at the 5th China Airport Development Conference. The standard was officially launched at the end of 2023 and is the first technical specification for the takeoff and landing site of electric vertical takeoff and landing aircraft (eVTOL) in China.
Low altitude economy is mainly divided into four parts: "low altitude infrastructure - low altitude aircraft manufacturing - low altitude operation services - low altitude flight support". China Merchants Securities It is pointed out that infrastructure construction is more driven by national and local policies and has multiplier effect, so low altitude infrastructure sector will benefit first. Driven by the management, development and utilization of low altitude airspace, the investment space in the upstream and downstream of the industrial chain related to low altitude infrastructure such as general airports, helicopter takeoff and landing points, and new low altitude infrastructure has exceeded one trillion yuan.
3. AI PC penetration rate may increase from about 2% to about 85% in 2028
Morgan Stanley pointed out in a report that it is expected that the penetration rate of AI PC in notebook computers will increase from about 2% this year to about 85% in 2028, and its sales growth is also expected to promote the increase of average sales price, thus benefiting the supply chain.
The AI PC usage scenario is highly coincident with the application scenario currently covered by the AI big model, which is called "the best carrier of the big model". Previously, the trend of AI PC swept CES, and many new PC products combined with large models appeared, with a strong lineup. From chips, systems to terminals, the entire PC industry chain has been deeply involved in generative AI, which indicates that the prologue of the first year of AI PC has been slowly opened. Huatai Securities He said that as Intel, Qualcomm and other chip manufacturers have successively released new AI PC chip products, AI PC penetration is expected to gradually increase.
4. Organization name: human shape robot Industrialization is gradually approaching, and 2025 may be the first year of mass production
The 2024 Tesla Shareholders' Meeting will be held on June 13, with multiple Optimus clips displayed in the promotional video. In the video, Optimus has realized battery assembly line handling and sorting, and is skilled in industrial scene operation; In the background, multiple Optimus sets respectively perform the actions of placing objects, folding clothes, and smooth walking.
AVIC Securities predicts that with the landing of Tesla Optimus, the humanoid robot will enter the first year of mass production in 2025, and its commercial scene is expected to go through three stages: "Tesla leads factory applications in specific fields – the manufacturing industry begins to fully penetrate and spread – and then goes into thousands of households when mature". It is expected that the cumulative demand for humanoid robots is expected to reach about 2 million by 2030, The corresponding market space is about 570 billion yuan.
Suspension and resumption of trading
[Suspension]
nothing
Resumption
nothing
Bulletin Express
[Hot spots]
Jinrui Mining: the high-purity strontium carbonate and electronic strontium carbonate products produced by the company are mainly used in the production of liquid crystal glass substrates, which are different from semiconductor chip packaging glass substrates
Jinrui Mining (600714) announced changes in the evening of May 22. Recently, according to relevant media information, the company was listed as a concept stock of glass substrate. Through self inspection, the company's high-purity strontium carbonate and electronic strontium carbonate products are mainly used in the production of liquid crystal glass substrates, which is different from semiconductor chip packaging glass substrates. Please invest rationally and pay attention to the risk of concept speculation.
Longli Technology: the application of glass substrate materials is currently in the stage of R&D and patent reserve
Longli Technology (300752) disclosed the company's stock price changes in the evening of May 22, according to the announcement that investors on the interactive platform of Shenzhen Stock Exchange have recently paid more attention to whether the company's business involves glass substrate business. After verification by the company, it is now explained as follows: (1) The company's current main backlight display module products (LED backlight display module and Mini LED backlight display module). (2) The raw materials of the Mini LED backlight display module will involve substrate materials. The types of substrates include FPC, aluminum substrate, PCB board and glass substrate. Different substrate materials are used according to the performance specifications of the terminal products. The application of glass substrate materials is currently in the stage of research and development and patent reserve, and has not been mass produced yet, which has no significant impact on the company's operation. Please invest rationally and pay attention to risks.
Leike Defence: the company has no major issues that should be disclosed but have not been disclosed
Leike Defense (002413) announced in the evening of May 22 that the company focused on the stock price ceiling on May 22, and at the same time, the company focused on the user of stock trading software stock bar to release relevant information. The company's recent production and operation are normal, and the internal and external business environment has not occurred and is not expected to change significantly. The Company and the largest shareholder holding more than 5% of the shares of the Company have no major issues that should be disclosed but have not been disclosed, nor are there major issues in the planning stage. The stock price fluctuates significantly without significant changes in the company's fundamentals. Please invest rationally and pay attention to risks.
Kangpeng Technology: does not directly participate in the R&D and production process of Shanghai Zhongke Kangrun and does not produce lubricant base oil products
Kangpeng Technology (688602) released a change announcement on the evening of May 22. The company paid attention to the discussion on the business of Shanghai Zhongke Kangrun, a joint-stock company, on platforms such as the Stock Bar. In order to avoid misleading investors, the company explained the following matters: Kangpeng Technology subscribed a capital contribution of 45.134502 million yuan, and took a strategic stake in Shanghai Zhongke Kangrun, with an equity ratio of 31.4989%. The above investment is financial investment, and Kangpeng Technology does not directly participate in the R&D and production process of Shanghai Zhongke Kangrun and does not produce lubricant base oil products. Shanghai Zhongke Kangrun is a start-up company, and only the pilot line of lubricant base oil products is in production, so the future development is still very uncertain, and the related research and development achievements are not attributed to Kangpeng Technology.
Lehman Optoelectronics : The company's stock trading has overheated market sentiment and irrational speculation factors
Lehman Optoelectronics (300162) announced on the evening of May 22 that the company's new PM driven glass based packaging technology could not be applied to the packaging of semiconductor integrated circuit chips. At present, it is in the trial production stage, has not been industrialized and has not generated revenue. The company invites investors to invest rationally and pay attention to the risk of concept speculation. The turnover rate of the company's stock has been 133.16% for five consecutive trading days, and the short-term increase is the same as GEM Index The increase is seriously deviated, the valuation is too high, the company's stock trading has overheated market sentiment, irrational speculation factors, and there may be a risk of falling after a large short-term increase.
Chongqing Development : There is no significant change in the recent business situation and internal and external business environment
Erlian Banyu Development Co., Ltd. (000514) announced changes in stock trading on the evening of May 22, saying that there had been no significant changes in the company's business situation and internal and external business environment recently. The Company and its controlling shareholder Chongqing Urban Investment Co., Ltd. have no major issues that should be disclosed but have not been disclosed, or are in the planning stage.
Jiangtian Chemical: The company does not produce products such as copolymer formaldehyde and trimellitic anhydride (TMA)
Jiangtian Chemical (300927) issued a change announcement on the evening of May 22, and the company hereby declares again that the company does not produce products such as copolymer formaldehyde and trimellitic anhydride (TMA).
[Major investment]
Shenzhen Expressway : It is planned to construct the reconstruction and expansion project of Ji He Expressway with 19.23 billion yuan
Shenzhen Expressway (600548) announced on the evening of May 22 that the company plans to invest about 19.23 billion yuan to build He'ao to Shenzhen Airport Section reconstruction and expansion project. The main works of the project are planned to be fully started within this year, with a construction period of five years. The reconstruction and expansion will be carried out in the three-dimensional composite channel mode, with a total length of about 41.4km. The construction project will be divided into ground floor and three-dimensional floor, both of which will be constructed in accordance with the standard of two-way 8-lane expressway, with a design speed of 100km/h.
Hualu Hengsheng : It is planned to invest 1.7 billion yuan in the optimization and upgrading project of amide raw materials
Hualu Hengsheng (600426) announced in the evening of May 22 that the company plans to invest in the optimization and upgrading project of amide raw materials and the 200000 t/a dicarboxylic acid project (referred to as the "dicarboxylic acid project"). The total investment of the two projects is expected to be 1.7 billion yuan. Among them, the optimization and upgrading project of amide raw materials was 833 million yuan, and the dicarboxylic acid project was 867 million yuan.
Meiai Technology : It is planned to invest 1 billion yuan in the construction of high-end environmental protection equipment production base project (Phase I)
Mei'ai Technology (688376) announced in the evening of May 22 that in order to further meet the growing market demand and expand the market influence of the company's products, the company plans to invest about 1 billion yuan to build a high-end environmental protection equipment production base project (Phase I).
Jiuzhou Pharmaceutical : Set up a wholly-owned subsidiary in Germany
Jiuzhou Pharmaceutical (603456) announced in the evening of May 22 that it planned to use its own funds to pass the company's wholly-owned subsidiary Raybow life sciences (Singapore) PTE LTD has set up a wholly-owned subsidiary in Germany to build a CRO service platform. The total investment of the project is expected to be about 9.5 million dollars.
Weili Medical : It is proposed to increase the capital of the wholly-owned subsidiary Weili Global Co., Ltd. with US $9.5 million
Weili Medical (603309) announced in the evening of May 22 that the company planned to increase its capital to its wholly-owned subsidiary Weili Global Co., Ltd. with its own capital of 9.5 million dollars, and Weili Global Co., Ltd. as the main contributor, jointly invested 10 million dollars with Xiang Bin, the chairman of the company, to set up a Mexican company and invest in the construction of a production base, of which Weili Global Co., Ltd. contributed 9.5 million dollars, 95%.
[Merger and reorganization]
Songyang Resources (Rights protection) : Ledong Technology, a wholly-owned subsidiary, plans to acquire 51% of the equity of Furong High tech with RMB 82.875 million
Songyang Resources (603863) announced on the evening of May 22 that its wholly-owned subsidiary, Ledong Technology, planned to use its own funds of 82.875 million yuan to acquire 51% of the equity of Furong Gaoke held by Songyang Investment, a wholly-owned shareholder and actual controller of the company, Wang Zhuangpeng. After the completion of this transaction, Ledong Technology will directly hold 51% of the equity of Furong High tech and become the controlling shareholder of Furong High tech. Furong High tech is the controlling shareholder of Jinling Lottery, and Lotion Technology holds 20% of the equity of Jinling Lottery. After the completion of this transaction, Ledong Technology, a wholly-owned subsidiary of the company, will directly and indirectly hold a total of 53.15% of the equity of Jinling Lottery, becoming the controlling shareholder of Jinling Lottery, which will be included in the company's consolidated statements.
[Equity Change]
Tianwei Video : Proposed to transfer 45% equity of Tianzhifu, a joint-stock enterprise
On the evening of May 22, Tianwei Video (002238) announced that the company planned to transfer 45% of the equity of Tianzhifu Cloud Computing Technology Co., Ltd. (hereinafter referred to as "Tianzhifu"), a joint-stock enterprise in Shenzhen Shenzhen Shantou Special Cooperation Zone, through public listing at the Shenzhen United Property Exchange, and the proposed listing price was RMB 45.063 million.
Yinbaoshan New : It is proposed to transfer 80% equity of the subsidiary Nantong Yinbao
Yinbaoshanxin (002786) announced in the evening of May 22 that in order to further optimize the asset and management structure, improve asset efficiency, ease the pressure on operating funds, reduce operating risks, focus on developing advantageous businesses and enhance profitability. The Company plans to transfer 80% of the equity of its subsidiary Nantong Yinbaoshan New Technology Co., Ltd. (hereinafter referred to as "Nantong Yinbao") by public listing.
[Increase, decrease and repurchase]
Southeast Electronics : The controlling shareholder plans to increase the company's shares by 6 million to 12 million yuan
Southeast Electronics (301359) announced in the evening of May 22 that Qiu Wenkui, the controlling shareholder and one of the actual controllers of the company, planned to increase his shareholding in the company's shares by means including but not limited to centralized bidding, block trading, etc. within six months from the date of announcement of the plan of shareholding increase. The amount of this increase in shareholding was not less than 6 million yuan and not more than 12 million yuan. No price range is set for this increase.
BAO Intelligent : Shareholders plan to reduce their shares of the company by no more than 1.49%
BAO Intelligent (300836) announced in the evening of May 22 that Shi Fenghua, the shareholder, planned to reduce his shares of the company by block trading or centralized bidding to no more than 943800 shares, that is, no more than 1.4739% of the company's total share capital (no more than 1.4906% of the company's total share capital after excluding the newly disclosed number of shares in the special account for repurchase).
Jingjin Equipment : Directors and Deputy General Manager plan to reduce their shares of the Company
Jingjin Equipment (603279) announced in the evening of May 22 that Yang Mingjie, the director of the company, planned to reduce the company's shares by no more than 108600 shares, accounting for 0.0188% of the company's total share capital; Lu Yi, the Deputy General Manager, plans to reduce his shares of the Company by no more than 169400 shares, accounting for 0.0294% of the total share capital of the Company.
Business Data
Pinduoduo achieved revenue of 86.8 billion yuan in the first quarter of this year, up 131% year on year
On May 22, Pinduoduo Group released its performance report for the first quarter of 2024 as of March 31. The financial report shows that the Group achieved revenue of 86.8 billion yuan in the first quarter of this year, up 131% year on year. This is mainly due to the recovery of GDP growth to more than 5% in the first quarter, seasonal factors such as consumption during the Spring Festival, and favorable policies such as trade in, which is also the result of the platform's continuous improvement of "multiple benefits" and "good service" capabilities. In the first quarter, the company selected quality merchants to meet the shopping needs of festivals such as the Spring Festival, launched a series of profit giving activities, and deepened the implementation of the service of "old for new" in remote provinces.
The total revenue of Fasthand in the first quarter of 2024 is 29.4 billion yuan, up 16.6% year on year
Fasthand released its first quarter results of 2024 on May 22. The company's revenue in the first quarter increased by 16.6% year-on-year to 29.4 billion yuan. Online marketing services, live broadcast and other services (including e-commerce) accounted for 56.6%, 29.2% and 14.2% of the revenue respectively.
[Successful Contract]
Digital China : The holding subsidiary is China Mobile Suppliers of new intelligent computing centers
Digital China (000034) announced on the evening of May 22 that recently, Digital China (China) Co., Ltd., a holding subsidiary of the company, was determined as the supplier of China Mobile's new intelligent computing center (trial network) procurement (package 12) from 2023 to 2024. According to the announcement of winning the bid, Digital China (China) Co., Ltd. offered 2.474 billion yuan (excluding tax), with a winning share of 8.48%. The products of the winning project are Shenzhou Kuntai series AI servers.
Ningbo Construction Engineering Group : The consortium led by the subsidiary holding company won the bid for the 669 million yuan EPC project
Ningbo Construction Engineering Group (601789) announced in the evening of May 22 that the consortium consisting of Zhejiang Yongzhu (the initiator), a subsidiary holding company, Ningbo Housing Architecture Design and Research Institute Co., Ltd. and Zhejiang Zhonglin Survey and Research Co., Ltd. won the bid for the EPC of the construction project of the plot (FH16-02-01a) south of Renhu Park, Jinping Street, Fenghua District, with the winning amount of 669 million yuan.
Tianfu Energy : Holding subsidiary won the bid for 541 million yuan project
Tianfu Energy (600509) announced in the evening of May 22 that its holding subsidiary, Xinjiang Tianfu Weiye Engineering Co., Ltd., won the bid for the engineering projects of its holding subsidiaries, Xinjiang Bingrong Clean Energy Co., Ltd. and Xinjiang Zhongtian Haoyang New Energy Co., Ltd., with a total bid winning amount of 541 million yuan.
Shuangliang Energy Saving : Won the bid of 110 million yuan Datang Shaanxi Xiwangzhai Coal Power Integration Project
Shuangliang Energy Conservation (600481) announced in the evening of May 22 that the company had won the bid for the purchase of equipment and ancillary facilities for the cooling and cooling system of the power plant 2 × 660MW new project of Datang Shaanxi Xiwangzhai Coal Power Integration Project. The estimated winning amount of this project was 110 million yuan, accounting for 0.48% of the company's audited operating income in 2023.
Tongxing Environmental Protection : Sign the contract of 86 million yuan flue gas ultra-low emission renovation project
Tongxing Environmental Protection (003027) announced in the evening of May 22 that recently, the company and Liuzhou Tiaiti Metallurgical Waste Heat Power Generation Co., Ltd. signed the General Contract of Tiaiti 1 # and 2 # Boiler Ultra low Emission Reconstruction Project (EPC), with the contract amount of 57 million yuan (excluding VAT); The company signed the General Contract for Ultra Low Emission Reconstruction Project (EPC) of 1 # Boiler, 1 #, 2 # and 3 # Boilers in Thermal Power Station 1 #, 2 # and 2 # Thermal Power Station 2 # of Liuzhou Power Plant with Guangxi Liuzhou Iron and Steel Group Co., Ltd. The contract amount is 29 million yuan only (excluding VAT). The total amount of the above general contracting contract is 86 million yuan (excluding VAT), accounting for 11.09% of the audited operating income of the company in 2023.
Jerry Shares : Initial signing of the development and production contract for the Iraq Mansuriya project
Jerry Shares (002353) announced on the evening of May 22. Recently, the company and Petro Iraq for Oilfield Development Co, Ltd (Iraq Oilfield Development Co., Ltd.) signed a preliminary development and production contract with Midland Oil Company of Iraq (Midland Oil Company of Iraq, MdOC) in connection with the Mansuriya Contract Area Project (Mansuriya Contract Block Project, referred to as "Mansuriya Project"). The Mansuriya project is located in the Mansuriya gas field, the second atmospheric field in Iraq. It aims to meet the growing local demand for natural gas by strengthening the development and production of natural gas. This cooperation with MdOC is an important breakthrough of the company's gas field development and production business in the Iraqi market. The project contract period is 25 years.
Luculent Environment : Won the bid for Tongzhou District Organic Waste Recycling Comprehensive Treatment Center Project
Luculent Environment (301305) announced in the evening of May 22 that the company had won the bid for the Tongzhou District Organic Waste Recycling Comprehensive Treatment Center Project, and the bid winning price was: the unit price of food waste treatment was 347.14 yuan/ton, the unit price of kitchen waste treatment was 375.99 yuan/ton, and the unit price of fecal waste treatment was 211.40 yuan/ton. The franchise period of the project is 40 years (the construction period is 2 years, and the operation period is 38 years).
Others
GoerMicro: terminate the spin off of GoerMicro to GEM listing and withdraw the application documents
Goer (002241) announced in the evening of May 22 that the company planned to terminate the spin off of its subsidiary Goer Microelectronics Co., Ltd. (hereinafter referred to as "Goer Micro") to list on the Shenzhen Stock Exchange GEM and withdraw the relevant listing application documents. Based on the current market environment and other factors, in order to make overall arrangements for the operation plan of GoerMicro capital, the company decided to terminate the spin off of GoerMicro to the GEM listing and withdraw the relevant listing application documents after full communication and careful demonstration with the relevant parties.
Heavy Pharmaceutical Holdings: signed a strategic cooperation framework agreement with JD Group
Heavy Pharmaceutical Holdings (000950) announced in the evening of May 22 that the company and Beijing Jingdong Century Trade Co., Ltd. (hereinafter referred to as "Jingdong Group"), in order to promote the establishment of a comprehensive and in-depth strategic cooperation relationship between the two sides, give full play to their respective areas of advantage, and carry out cooperation around consumer goods supply chain, medicine, wholesale and retail, warehousing logistics and supply chain, Recently, the Strategic Cooperation Framework Agreement was signed, which is valid for three years.
Jinhe Industry : Phase I of Dingyuan Phase II Project enters into trial production status
Jinhe Industry (002597) announced in the evening of May 22 that the company had previously announced that the company signed the Investment Agreement for the Phase II Project of Jinhe Industry in Dingyuan County with the People's Government of Dingyuan County, and Jinxuan Technology, a wholly-owned subsidiary of the company, was responsible for the implementation of the "Bio chemical Integration R&D and Production Integrated Comprehensive Recycling Project" (referred to as "Dingyuan Phase II Project") in Dingyuan Salt Chemical Industrial Park 。 At present, in the first phase of Dingyuan Phase II Project, the projects with an annual output of 600000 tons of sulfur based sulfuric acid, 60000 tons of ionic membrane caustic soda, 60000 tons of ionic membrane potash, 150000 tons of hydrogen peroxide and supporting auxiliary facilities have been completed. Jinxuan Technology has completed all the preparations before the pilot production of the device, and the pilot production scheme has passed the expert demonstration, and has successfully entered the pilot production state one after another, At present, the operation status of each device is stable, and each process index basically meets the expectation. The subsequent company will further optimize the production process and improve the economic benefits of the project.
Lizhong Group : Subsidiary obtained the supply technology certification of heat treatment free alloy materials
Lizhong Group (300428) announced on the evening of May 22 that Tianjin Xinlizhong Alloy Group Co., Ltd., a wholly-owned subsidiary of the company, recently obtained the technical certification for the supply of heat free alloy materials from a leading new energy vehicle enterprise. This customer certification is the final acceptance of the company's technology of supplying integrated die-casting heat treatment free alloy materials, but it does not constitute a final order or sales contract.
Kangsheng Shares : Release several new products such as container liquid cooling data center
Kangsheng Co., Ltd. (002418) announced in the evening of May 22 that the company held a new product launch conference in Qiandao Lake, Hangzhou on May 22. The conference released the container liquid cooling data center jointly launched by the company and Xinhuasan, as well as the immersive energy storage PACK, 5G BBU integrated liquid cooling cabinet, 6U BBU integrated liquid cooling cabinet, 21U20kW high-performance liquid cooling cabinet CDU product series, 21U IDC high-performance integrated liquid cooling cabinet, 42U50kW high-performance liquid cooling cabinet, dry cooler product series, single-phase immersed coolant (synthetic oil) and other new products. The company's products released this time all adopt single-phase submerged liquid cooling technology, which is applied to the field of data center heat dissipation and energy storage heat management. It is an important research and development achievement of the company in the liquid cooling sector, and also an important step in the company's layout in key areas.
Yueyang (Analyst Jin Qilin) Forest paper: the subsidiary Chengtong Carbon sink signed the Strategic Cooperation Framework Agreement with Sanli Wood (Gabon)
Yueyang Forest Paper (600963) On the evening of May 22, it was announced that the subsidiary Chengtong Carbon sink signed the Strategic Cooperation Framework Agreement with Sanli Wood Industry (Gabon). The cooperation contents include: based on the existing 750000 hectares of forest resources of Sanli Wood Industry, the two sides cooperate to carry out business activities such as extending the cutting period, explore and develop the REDD+project under the VCS (International Voluntary Carbon Standard) mechanism and carbon credits under other mechanisms; Based on Gabon's 100000 hectares of savanna resources, carry out artificial afforestation and artificial promotion of reforestation, and develop afforestation carbon credit projects under the GS (gold standard of global goals) mechanism and other mechanisms; Based on Gabon's traditional kitchen equipment, explore efficient stoves or solar energy Utilize carbon credit projects under the VCS mechanism and other mechanisms.
Hualin Securities : Zhu Song, CEO and CFO of the company, resigned
Hualin Securities (002945) announced in the evening of May 22 that Zhu Song applied to resign as CEO and CFO of the company for personal reasons. After his resignation, he no longer held any position in the company and its holding subsidiaries. Up to now, Zhu Song does not hold shares of the company. Zhu Song has confirmed that he has no disagreement with the Board of Directors of the Company, nor any other matters that need to be notified to shareholders due to his resignation. The board of directors appointed Qin Xiang as the chief executive officer of the company and acted as the chief financial officer.
Yatong Shares : Recently sold some financial assets held by the company
Yatong Shares (600692) announced in the evening of May 22 that recently, the company sold part of its financial assets through the open market. The price of the assets sold this time is the market transaction price, with a total transaction amount of 23.3739 million yuan, which is expected to positively affect the company's net profit of about 4.6154 million yuan in 2024.
Jinbei Auto : Partial debt repayment received
Jinbei Auto (600609) announced in the evening of May 22 that the subsidiary of the company's consolidated statements had recently received part of the debt compensation of Brilliance Renault totaling 17.7022 million yuan, which exceeded 10% of the company's latest audited net profit attributable to the parent company. This matter will increase the company's performance in 2024.
Xinchen Technology : Cash dividends of 46 million yuan received from wholly-owned subsidiaries
Xinchen Science and Technology (300542) announced in the evening of May 22 that the company received a cash dividend of 46 million yuan from its wholly-owned subsidiary, Ruideyin, on May 22. The above profit distribution will increase the net profit of the parent company's statement in 2024, but will not increase the net profit of the company's consolidated statement in 2024. Therefore, it will not affect the overall operating performance of the company in 2024.
Renhe Pharmaceutical : The subsidiary oseltamivir phosphate capsules obtained the drug registration certificate
Renhe Pharmaceutical (000650) announced in the evening of May 22 that its subsidiary Jiangxi Yaodu Renhe Pharmaceutical Co., Ltd. recently received the Drug Registration Certificate for oseltamivir phosphate capsules approved and issued by the State Food and Drug Administration. Oseltamivir phosphate is an influenza virus neuraminidase inhibitor (NAI), which is applicable to (1) the treatment of influenza A and B in adults and children aged 1 year and over (oseltamivir phosphate can effectively treat influenza A and B, but the clinical application data of influenza B is still limited).
Aodong, Jilin : The holding subsidiary recently obtained 10 certificates for listing and filing of traditional Chinese medicine formula granules
Jilin Aodong (000623) announced in the evening of May 22 that the company's holding subsidiary Jilin Aodong Yanbian Pharmaceutical Co., Ltd. (hereinafter referred to as "Yanbian Pharmaceutical") has recently obtained 10 "Registration Certificates for Listing of Traditional Chinese Medicine Formula Granules". As of the date of publication of the announcement, Yanbian Pharmaceutical has accumulated 421 Registration Certificates for Listing of Traditional Chinese Medicine Formula Granules.
Longshen Rongfa : The film production line of the holding subsidiary passed the GMP compliance inspection
Longshen Rongfa (300534) announced in the evening of May 22 that Gansu Pu'an Pharmaceutical Co., Ltd., the holding subsidiary of the company, recently received the Notice of GMP Compliance Inspection issued by Gansu Provincial Food and Drug Administration, and the inspection scope was film (film workshop, film production line).
Changchun High tech : Jinnumab injection, a holding subsidiary, was approved for clinical trials
Changchun Gaoxin (000661) announced in the evening of May 22 that recently, Changchun Jinsai Pharmaceutical Co., Ltd., the holding subsidiary of the company, received the Notice of Approval for Clinical Trial of Ginamab Injection from the State Food and Drug Administration. Previously, the application for marketing of Jinnumab for injection (anti IL-1 β antibody) for acute gouty arthritis indications has been accepted by the State Food and Drug Administration; Systemic juvenile idiopathic arthritis, interstitial lung disease and other indications are in the clinical research stage. The approved clinical trial is the bioequivalence study of Jinnumab injection, a new dosage form.
Puli Pharmaceutical (Rights protection) : The subsidiary Bilastine orally disintegrating tablet was approved for clinical trial
Puli Pharmaceuticals (300630) announced in the evening of May 22 that its subsidiary Zhejiang Puli Pharmaceutical Co., Ltd. had recently received the notice of approval for clinical trial of bilastine orally disintegrating tablets issued by the State Food and Drug Administration. The drug is suitable for symptomatic treatment of urticaria in children aged 6-11 years and weighing more than 20kg.
Eide Biology : Accompanying diagnosis cooperation with Boehringer Ingelheim
On the evening of May 22, Adelaide Biotech (300685) announced that recently, the company signed a companion diagnosis cooperation agreement with BOEHRINGER INGELHEIM INTERNATIONAL ("Boehringer Ingelheim" for short). The company's independently developed companion diagnosis products will be used in China to screen and identify patients with non-small cell lung cancer (NSCLC) who are most likely to benefit from targeted treatment.
Xinhua Pharmaceutical : Escitalopram Oxalate Tablets (10mg) obtained the drug registration certificate
Xinhua Pharmaceutical (000756) announced on the evening of May 22 that recently, the company received the Drug Registration Certificate of escitalopram oxalate tablets (10mg) approved and issued by the State Food and Drug Administration. Escitalopram Oxalate Tablets is a single right rotatory isomer of racecitalopram, a dicyclohydrophthalide derivative, used to treat depression and panic disorder with or without agoraphobia.
Fuyuan Medicine : Obtain the approval notice of valproic acid chemical API marketing application
Fuyuan Pharmaceutical (601089) announced in the evening of May 22 that it had received the Notice of Approval of Application for Marketing of Chemical Bulk Drugs for valproic acid bulk drugs approved and issued by the State Drug Administration. Valproic acid is used to treat epilepsy and mania.
Fosun Pharma : The holding subsidiary Adalimumab injection was approved for drug supplement application
Fosun Pharmaceuticals (600196) announced on the evening of May 22 that its holding subsidiary, Fuhong Hanlin, independently developed Handayuan ® (i.e. Adalimumab injection) (1) polyarticular juvenile idiopathic arthritis was added. (2) Plaque psoriasis in children. (3) The supplementary application for Crohn's disease and (4) four indications for Crohn's disease in children was recently approved by the State Drug Administration.
Jiudian Pharmaceutical : Elfluprofen patch was approved for clinical trial
Jiudian Pharmaceutical (300705) announced in the evening of May 22 that the company had recently received the Notice of Approval for Clinical Trial of Drugs issued by the State Food and Drug Administration. After examination, the alfuprofen patch accepted on February 26 met the relevant requirements for drug registration, and agreed to carry out a clinical trial for pain relief of osteoarthritis.
China Resources Shuanghe : The holding subsidiary Bunanselin Tablets obtained the drug registration certificate
China Resources Shuanghe (600062) announced in the evening of May 22 that Xiangzhong Pharmaceutical, a holding subsidiary, had received the Drug Registration Certificate of Bunanserin Tablets issued by the State Food and Drug Administration. Bunanserin Tablets is a second generation new antipsychotic drug used to treat schizophrenia.
Minova : The wholly-owned subsidiary obtained the drug registration certificate of sitagliptin and metformin tablets
Minova (603538) announced in the evening of May 22 that its wholly-owned subsidiary, Minova Tiankang, had recently received the Drug Registration Certificate of two dosage forms of sigliptin and metformin tablets approved and issued by the State Food and Drug Administration. This product, combined with diet and exercise therapy, is used for type 2 diabetic patients who still have poor blood glucose control after metformin monotherapy or are receiving combined treatment with metformin.
Fu'an Pharmaceutical : Subsidiary received the notification of approval for supplementary application of granisetron hydrochloride tablets
Fu'an Pharmaceutical (300194) announced in the evening of May 22 that Tianheng Pharmaceutical, a wholly-owned subsidiary, had recently received the notification of approval of the supplementary application for granisetron hydrochloride tablets issued by the State Drug Administration. Granisetron hydrochloride tablets are mainly used for radiotherapy, nausea and vomiting caused by cytotoxic drug chemotherapy. Up to now, Tianheng Pharmaceutical's product is the first in China to pass the consistency evaluation or be deemed to pass the consistency evaluation.
Pailin creature : Subsidiary obtained clinical trial approval for intravenous injection of human immunoglobulin (10%)
Pailin Biology (000403) announced in the evening of May 22 that recently, Guangdong Shuanglin Biological Pharmaceutical Co., Ltd., a wholly-owned subsidiary of the company, received the Notice of Approval for Clinical Trial of Drugs approved and issued by the State Food and Drug Administration. Upon examination, the intravenous immunoglobulin (10%) accepted on August 1, 2023 met the relevant requirements for drug registration, It is agreed to carry out clinical trials with the indication of primary immune thrombocytopenia.
North China Pharmaceutical (Rights protection) : Wholly owned subsidiary passed GMP compliance inspection
North China Pharmaceutical (600812) announced in the evening of May 22 that Xiantai, a wholly-owned subsidiary, had received the Notice of GMP Compliance Inspection issued by Hebei Drug Administration. This GMP compliance inspection is the first drug GMP compliance inspection before marketing after ampicillin (enzyme method) and piperacillin were registered and approved. It is a new product on the original product production line. The production equipment and facilities of the workshop have not changed and new input has not occurred.
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