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[Hot spots]
Ningde era : It is planned to invest 13.5 billion yuan to build a new lithium battery production and manufacturing base (Yichun) project
Ningde Times (300750) announced in the evening of September 13 that the company plans to invest in the construction of the Ningde Times New Lithium Battery Production and Manufacturing Base (Yichun) Project in Yichun, Jiangxi Province, with a total investment of no more than 13.5 billion yuan. The construction period of the project is expected to be no more than 30 months from the commencement of construction, and the planned land area of the project is about 1300 mu.
Medium nuclear titanium dioxide : Increase the sales price of titanium dioxide of various models of the company
CNNC Titanium Dioxide (002145) announced in the evening of September 13 that, according to the recent titanium dioxide market situation and the rise in raw material prices and other factors, the company's price committee has studied and decided to comprehensively raise the sales prices of various types of titanium dioxide from now on, based on the existing sales prices of titanium dioxide. Among them, the sales price of domestic customers increased by 1000 yuan/ton, and the export price of international customers increased by 150 dollars/ton.
Zhongqingbao : The company is still in the preliminary exploration stage of the metauniverse, and the concept is relatively shallow
Zhongqingbao (300052), which achieved three trading limits in five trading days, disclosed the announcement of stock price changes on the evening of September 13: Metauniverse is a huge concept and model, the company is still in the initial exploration stage, the concept is relatively shallow, the corresponding products are still in research and development, and the launch time and region of new games are also affected by many factors. The project implementation progress, whether it can achieve the expected effect of the company, and whether it can meet the demand of the future market, are all uncertain. Even if the above conditions are met, the company still does not rule out the possibility that there is a large gap between the relevant products and the Metauniverse.
Chlor alkali chemical industry : Special resin upgrading project and vinyl chloride project have been started up recently
Chlor Alkali Chemical (600618) disclosed the announcement of changes in stock trading on the evening of September 13. According to the company's self inspection, the company's production and operation are normal at present, the company's market environment or industrial policies have not changed significantly, and the internal production and operation order is normal. The special resin upgrading and reconstruction project invested by the company and the 200000 t/a vinyl chloride project have been started recently, There is no other material information that should be disclosed but has not been disclosed.
Tapai Group : The continuous rise of cement price in the near future has little impact on the performance
Tapai Group (002233) disclosed the announcement of changes in stock trading on the evening of September 13, and the company's disclosed business situation and internal and external business environment have not changed significantly. The company is concerned about the recent media reports that Guangxi and Guangdong have dual control over energy consumption and curb the blind development of "two high" projects. Cement prices continue to rise. The recent rise in cement prices will have a certain impact on the company's business performance, but the impact is not significant.
Zhongchen Shares : The company has not carried out UHV related business for the time being
Zhongchen Shares (300933) disclosed the announcement of changes in stock trading on the evening of September 13. The company noticed that the recent increase of relevant stocks in the ultra-high voltage sector was large and the attention was high. The ultra-high voltage refers to the voltage level of ± 800 kV and above DC and 1000 kV and above AC. The company's main products are 110kV and below power cables, 750kV and below bare conductors, wires and cables for electrical equipment and cable accessories, and has not carried out UHV related businesses yet.
Beijing Investment Development Stock price changes prompt risks: the main business is still real estate development
Beijing Investment Development (600683) disclosed the stock trading risk advisory announcement on the evening of September 13. At present, the company's main business is still real estate development, operation and leasing, and there is no change. The stock of the company has risen significantly recently. There have been seven trading limits in the last ten trading days. The stock trading of the company fluctuates greatly in the short term. Please pay attention to the trading risks in the secondary market.
Performance
Double star new material : Net profit in the first three quarters increased by 110% - 115% in advance
Shuangxing New Material (002585) announced in the evening of September 13 that the company expected to make 946 million yuan to 968 million yuan in the first three quarters, an increase of 110% - 115% year on year. During the reporting period, the new material market of the five major sectors continued to grow, and the growth momentum of optical materials and new energy materials was strong. The number of newly signed orders increased significantly compared with the same period last year, and exceeded the order size of the same period last year, creating a new record. With the increase of sales volume, the company accelerated the installation, commissioning and production of new production lines, and the sales of new production lines further improved the benefits.
Igor : Net profit in the first three quarters increased by 459% - 484% in advance
Igor (002922) announced in the evening of September 13 that the company expected to make a profit of 177 million yuan - 185 million yuan in the first three quarters, up 458.79% - 484.03% year on year. During the reporting period, the sales scale of the company further expanded, and the energy products and lighting products achieved steady growth year on year. Benefiting from the rapid development of the photovoltaic industry, the high-frequency magnetic devices and photovoltaic step-up transformers used in the photovoltaic industry increased significantly year on year; At the same time, due to the high prosperity of the lighting industry during the reporting period, the company's lighting power products have achieved a relatively stable growth.
Luoniu Mountain : Pig sales revenue in August increased by 12.40% month on month
Luo Niushan (000735) announced in the evening of September 13 that the company would sell 28900 pigs in August 2021, with a sales revenue of 57.053 million yuan, a month on month change of 10.31%, 12.40%, and a year-on-year change of 43.61% and - 33.23%. From January to August, the company sold 232700 pigs, up 155.68% year on year; The accumulated sales revenue was 585200800 yuan, up 43.75% year on year.
[Increase/decrease of holdings]
Aodong, Jilin : The controlling shareholders plan to increase their shares of the company by 150 million yuan to 300 million yuan
Jilin Aodong (000623) announced in the evening of September 13 that the controlling shareholder Jincheng Company planned to increase its shareholding by 150 million yuan to 300 million yuan at a price not exceeding 23 yuan per share. The implementation period of the increase plan: within 6 months from the date of disclosure of the announcement.
Lyon Micro : Shareholders Ningbo Lishi and three directors, supervisors and senior executives plan to reduce their shares in the company
Lyon Micro (605358) announced in the evening of September 13 that Ningbo Lishi, a 6.82% shareholder, as well as Wu Nengyun, the company's director, deputy general manager, chief financial officer, secretary of the board of directors, Xian Chunlei, deputy general manager, and Ren Dexiao, chairman of the board of supervisors, planned to reduce their shares by no more than 3%, 0.089%, 0.025%, and 0.006% respectively.
Blue Shield Optoelectronics : Shareholders plan to reduce their shares of the Company by no more than 7.15%
On the evening of September 13, Landon Optoelectronics (300862) announced that Ningbo Luxi Equity Investment Partnership (Limited Partnership), a shareholder holding 7.1525% of shares, planned to reduce its total shares of the company by means of centralized bidding within 6 months after 15 trading days or block trading within 6 months after 3 trading days, not more than 9.43 million shares (accounting for 7.1525% of the company's total share capital).
Hehua Shares : Shareholders plan to reduce their shares of the company by no more than 6%
Hehua Shares (000953) announced in the evening of September 13 that Wang Jinwen and Wang Cuilian, shareholders with a total shareholding of 6.88%, planned to reduce their shares of the company by no more than 6%.
[Award of contract]
Jiangte Motor : Proposed Guoxuan High tech Cooperation in the field of battery grade lithium carbonate
Jiang Te Motor (002176) announced in the evening of September 13 that the company signed a strategic cooperation framework agreement with Guoxuan High tech on September 12 to carry out cooperation in the field of battery grade lithium carbonate. In addition, it can also discuss projects with competitive power in their respective new energy industry chains, such as energy storage, new energy motors, etc. In addition, the company said that since this year, the stock price of the company has risen significantly. Although the Company has rich lithium resources, it is uncertain that the Company will reach its lithium carbonate production target this year due to the limited mining and dressing capacity, the long "exploration to mining" work cycle of mines with large reserves, and the shortage of market raw materials.
National Machinery Automobile : Signed a business contract worth 131 million yuan
In the evening of September 13, Guoji Motor Corporation (600335) announced that its subsidiary, Zhongqi Engineering and Huayu Automobile Body Parts (Shenyang) Co., Ltd. signed the EPC Contract for the Design and Construction of the Reconstruction and Expansion Project of the Second Factory Building in Dadong District, with a contract price of 131 million yuan. The signing of the contract will have a positive impact on the company's operating performance during the contract performance period.
Otway : Signing the procurement contract of silicon wafer sorter worth 84.78 million yuan
Aotewei (688516) announced in the evening of September 13 that the company signed the Silicon Sorter Purchase Contract with Hongyuan New Material (Baotou) Co., Ltd. on the same day, and the company sold silicon separator equipment to Hongyuan New Material (Baotou) Co., Ltd., with a contract amount of 84.78 million yuan (tax included). Since the average acceptance period of the company's goods is 6-9 months, the contract performance will have an uncertain impact on the company's business performance in 2021, which will have a positive impact on the company's business performance in 2022, due to the impact of the specific delivery batch and acceptance time of the contract.
Jiuzhou Group : Signing the cooperation framework agreement on biomass cogeneration project
Jiuzhou Group (300040) announced in the evening of September 13 that recently, the company signed the Cooperation Framework Agreement on Biomass Cogeneration Project with Heilongjiang Lvtuo New Energy Co., Ltd. of State Power Investment Group. After negotiation, the two sides will jointly establish a joint-stock company, establish a joint-stock enterprise with mixed ownership, jointly develop the biomass cogeneration and integrated smart energy projects held by both sides, give full play to the respective advantages of central and private enterprises, create a leading enterprise of domestic biomass integrated smart energy, and achieve the goal of the joint venture being listed separately in the domestic capital market.
[Major investment]
Guidong Electric Power : Signed the investment framework agreement for the wind and solar fire storage project, with a total investment of 11 billion yuan
Guidong Power (600310) announced in the evening of September 13 that recently, the company and the People's Government of Babu District, Hezhou City, Guangxi Province reached a preliminary investment and development intention on the construction of Guangxi Guidong Power Wind and Fire Energy Storage Project through friendly negotiation, and jointly signed the Investment Framework Agreement on Guangxi Guidong Power Wind and Fire Energy Storage Project. The planned investment of wind power project is about 2 billion yuan, that of pumped storage project is about 6.5 billion yuan, that of cogeneration project is about 500 million yuan, and that of photovoltaic project is about 2 billion yuan. The total investment of the project is 11 billion yuan.
SDIC Power : The total investment of the proposed Mengdigou Hydropower Station project is 34.722 billion yuan
SDIC Power (600886) announced in the evening of September 13 that it was proposed to Sichuan Investment Energy Jointly invest in Mengdigou Hydropower Station of Yalong River Basin Hydropower Development Co., Ltd. The total dynamic investment of Mengdigou Hydropower Station is 34.722 billion yuan, of which the capital fund is 6.944 billion yuan, accounting for 20% of the total investment, and is jointly funded by SDIC Power and Sichuan Investment Energy at 52% and 48% equity ratios.
Four dimensional Tuxin : It is planned to invest in Guoqi Zhitu to build a high-precision basic map service platform
Siwei Tuxin (002405) announced in the evening of September 13 that recently, the company, together with the National Innovation Center of the Ministry of Industry and Information Technology, Guoqi (Beijing) Intelligent Connected Vehicle Research Institute Co., Ltd., the enterprise directly under the Ministry of Natural Resources, China Map Press and other units, jointly invested to establish Guoqi Zhitu (Beijing) Technology Co., Ltd. The company contributed 9.76 million yuan with its own funds, accounting for 24.0988%. Guoqi Smart Map positions Tier1.5 in the industry and jointly builds a "national" key dynamic high-precision basic map service platform that meets the national data security requirements and meets the development needs of the intelligent connected automobile industry.
Yongchuang Intelligence : It is proposed to build a packaging equipment construction project with an annual output of 40000 sets
Yongchuang Intelligent (603901) announced in the evening of September 13 that the company signed the "Project Investment Cooperation Agreement" with the management committee of Changxing Economic and Technological Development Zone on the same day. The company plans to invest in the construction of the "40000 sets of annual packaging equipment construction project" by setting up a wholly-owned subsidiary in Changxing Economic and Technological Development Zone. The total investment of the project is about 501 million yuan (including working capital). When the project reaches its capacity, it is expected to increase the annual sales by about 600 million yuan, which will have a positive impact on the company's future operating efficiency.
New research materials : It is planned to invest 328 million yuan in the target material expansion project
Yanyijin New Materials (600206) announced in the evening of September 13 that the company plans to invest in the target material expansion project of Yanyijin New Materials Co., Ltd., with a total investment of 328 million yuan. The project includes the new production base in Dezhou, Shandong, and the upgrading and reconstruction of Changping base. The product structure and production process are further optimized and improved, and the target production capacity reaches 73000 pieces/year. The construction period of the new project of Dezhou base is 12 months, and the upgrading and reconstruction period of Changping base upgrading project is 17 months, reaching the production capacity by the end of 2024.
Taijing Technology : It is planned to invest 1.2 billion yuan to build a production line of ultra small models, low power consumption, high-end high frequency stability control components
Taijing Technology (603738) announced in the evening of September 13 that the company signed an agreement with the People's Government of Dianjiang County, Chongqing on September 11. The company plans to build a production line of ultra small models, low power consumption, high-end high stability frequency control components in the county cluster of Dianjiang Industrial Park, Chongqing, with a total planned investment of 1.2 billion yuan, including 400 million yuan in the first phase, which is expected to be completed and put into operation within 24 months, The total investment of the project will be completed within 5 years.
Changyuan Lithium : The subsidiary plans to invest 3.339 billion yuan in the construction of the second phase expansion project of lithium battery cathode materials for vehicles
Changyuan Lithium (688779) announced in the evening of September 13 that Hunan Changyuan Lithium New Energy Co., Ltd., a wholly-owned subsidiary of the company, plans to invest in the construction of the second phase of the expansion project of cathode materials for automotive lithium batteries, and build a 40000 ton/year cathode material production line. The total investment of the project is about 3.339 billion yuan. The project is planned to start construction at the end of January 2022 and be put into production in October 2023, with a construction period of 20 months.
[Equity Change]
Trimer environmental protection : The subsidiary of Haidian State Investment Group acquired 29.48% of the company's shares
Sanhua Environmental Protection (300072) announced in the evening of September 13 that the controlling shareholder Haidian Technology and Beijing Haixinzhi, a wholly-owned subsidiary of Haidian Guotou Group, signed the Share Transfer Agreement on September 13, and Haidian Technology transferred its 692 million shares (29.48% of the total capital stock of the company) to Beijing Haixinzhi at a price of 6.46 yuan per share through agreement transfer, The total transfer price was 4.472 billion yuan. After this equity change, Beijing Haixinzhi will become the controlling shareholder of the company, and the actual controller of the company is still the State owned Assets Supervision and Administration Commission of Haidian District People's Government of Beijing, without any change.
Jinhua Shares : Xing Boyue and his persons acting in concert became the largest shareholder of the company
Jinhua Shares (600080) announced in the evening of September 13 that from September 1 to September 13, shareholder Xing Boyue and his concerted parties increased their holdings of 3.7326 million shares of the company through collective bidding in the secondary market, accounting for 1% of the company's total share capital. After the change in equity, Xing Boyue and his persons acting in concert increased their share proportion of the company from 23.35% to 24.35%, becoming the largest shareholder.
Gongda Electroacoustic : The actual controller plans to change the shares and resume trading tomorrow
Gongda Electroacoustic (002655) announced in the evening of September 13 that the controlling shareholder, Aisheng Shengxue, planned to transfer 10.28% of the company's shares to Wuxi Weigan at a total price of 463 million yuan, and irrevocably and exclusively entrusted the remaining 4.99% of its shares to Wuxi Weigan for use; If the above-mentioned share transfer and voting power entrustment are finally completed, Wuxi Weigan will become the controlling shareholder of the company. The shares will resume trading tomorrow.
[Merger and reorganization]
Hubei Wushang A : The total price of the proposed acquisition of Nanchang Suning Plaza project is 3.3 billion yuan
On the evening of September 13, E Wu Shang A (000501) announced that it planned to acquire the commercial projects under construction of plots SF01-04 and SF01-05 held by Nanchang Suning Real Estate to the east of Guangchang North Road, Donghu District, Nanchang City, and to the south of Shengfu North Second Road. The total price of the acquisition project is 3.3 billion yuan, of which the asset consideration of the target project is 2.112 billion yuan, and the company will pay 1.188 billion yuan to the general contractor and other construction parties and suppliers in a certain future period.
Oceanwide Holdings : Wuhan Financial Holding decided to terminate the acquisition of Minsheng Securities
Oceanwide Holdings (000046) announced on the evening of September 13, and on September 10, the company received a letter from Wuhan Financial Holding. Wuhan Financial Holding decided to formally terminate the acquisition of Minsheng Securities. The company will continue to actively negotiate with other investors on the introduction of strategic investors by Minsheng Securities. In addition, the company will continue to strengthen cooperation with Wuhan Financial Holding in the construction of Wuhan Financial City, financial services, industry and investment, and strive to achieve the goal of win-win development.
[Refinancing]
Linglong tire : It is proposed to raise no more than 2.5 billion yuan for the production of all steel radial tire and semi steel radial tire
Linglong Tire (601966) disclosed the plan for non-public issuance of A-shares in the evening of September 13. The total amount of funds raised is expected to be no more than 2.5 billion yuan, which will be used for Changchun's annual production of 1.2 million all steel radial tires and 3 million semi steel radial tires and to supplement working capital.
Huguang Shares : It is proposed to raise no more than 703 million yuan
Huguang Shares (605333) announced in the evening of September 13 that it is proposed to raise no more than 703 million yuan to be used for the production project of automobile harness components of Kunshan Zexuan Auto Electric Co., Ltd. and supplement working capital.
Others
SAIC Group : Share repurchase for the first time at a cost of 49.847 million yuan
SAIC Group (600104) implemented the first share repurchase by means of centralized bidding transaction on September 13. The number of shares repurchased for the first time was 2.408 million, accounting for about 0.02% of the company's total share capital. The highest purchase price was 20.80 yuan/share, the lowest purchase price was 20.61 yuan/share, and the total amount of funds paid was 49.847 million yuan.
Tianqi Lithium : The Board of Directors approved the Company to issue H-shares and list on the Hong Kong Stock Exchange
Tianqi Lithium (002466) announced in the evening of September 13 that the board of directors of the company reviewed and approved the company to issue overseas listed foreign shares (H shares) and apply for listing on the main board of the Stock Exchange of Hong Kong Limited.
Aston : It is planned to buy back shares with 50 million to 100 million yuan
Eston (002747) announced in the evening of September 13 that the company planned to buy back the company's shares in the form of centralized bidding transactions, using no less than 50 million yuan and no more than 100 million yuan for employee stock ownership plans or equity incentive plans, and the buyback price should not exceed 30 yuan/share.
Angry education : Proposed to sell shares of South Korea CDL Company
Onlytsu Education (600661) announced in the evening of September 13 that, in order to adapt to the adjustment of the company's business and products under the double reduction policy, the company will choose the opportunity to sell 432000 outstanding shares of Chungdahm Learning, INC. (hereinafter referred to as "CDL Company") held by the company. As of September 7, the closing price of CDL was 29250 won/share, and the corresponding value of CDL shares held by the company was 12.636 billion won, equivalent to about 70.2 million yuan. CDL is mainly engaged in the research, development and teaching of K12 English and mathematics curriculum products.
Aikang Technology : The price of repurchased shares is adjusted to no more than 7.5 yuan/share
Aikang Technology (002610) announced in the evening of September 13 that the company's share price has continued to rise recently, and the company's share price has exceeded the upper limit of the repurchase price of the previous share repurchase plan. At present, the company is operating well. Based on the confidence in the future development of the company, the company plans to continue to implement the share repurchase plan. The price of the shares repurchased this time is adjusted from not less than 2.2 yuan/share (inclusive) and not more than 3.6 yuan/share (inclusive) to not more than 7.5 yuan/share (inclusive).
Foxit Software : It is planned to buy back shares of 100 million to 150 million yuan
Foxit Software (688095) announced in the evening of September 13 that it planned to buy back shares with 100 million to 150 million yuan at a price not exceeding 238.53 yuan per share.
Yuntianhua : Temporary shutdown of subsidiary Jinxin Chemical
Yun Tianhua (600096) announced in the evening of September 13 that on September 7, an employee of Hulunbeier Jinxin Chemical Co., Ltd., a subsidiary of the company, died of invalid rescue after being unconscious at the work site. After the incident, Jinxin Chemical timely reported it to the relevant competent authorities in accordance with the relevant regulations, and stopped production on September 10 as required. At present, the specific cause of the incident is under investigation. The main production capacity of Jinxin Chemical is 800000 tons/year of urea. At present, the cause of the incident is still under investigation, and the time of Jinxin Chemical's resumption of production and its impact on the company's production and operation are still uncertain.
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Editor in charge: Peng Jiabing
