Investment research report
These 10 shares have the potential to double! Is it the next Ganfeng Lithium Industry? This company will grow into a new king with a market value of 100 billion yuan (list)
Deep weight! The golden age of lithium battery copper foil! Three outlets drive demand growth, and understand the four cores of the industrial chain
Huawei Hongmeng+Oula+Gauss open source ecology is gradually rising! It is expected to overturn the whole software market pattern! All beneficiary stocks of six main lines are sorted out
Double carbon green electro catalysis! The power system continues to upgrade, and the "three types and two networks" drive the high prosperity of power IT! All seven leading enterprises are combed
[Product Events]
Haitian Flavor Industry : Evaluating whether to adjust the product price, but the price adjustment plan has not been finalized
Haitian Flavor Industry (603288) released a clarification announcement in the evening. Since this year, the cost of major raw materials, transportation, energy, etc. has continued to rise significantly, which has brought certain challenges to the company's operation. Recently, the company is evaluating whether to adjust the product price, but the price adjustment plan has not been finalized.
BAIC Bluevale : Subsidiary signed a comprehensive business deepening cooperation agreement with Huawei
BAIC Bluevale (600733) announced in the evening that its subsidiary BAIC New Energy signed a comprehensive business deepening cooperation agreement with Huawei, and the two sides jointly created "ARCFOX" and "HI" joint brands based on the HBT project products jointly developed.
Mount Everest, Tibet : It is proposed to raise no more than 8 billion yuan for projects such as lithium extraction from lithium carbonate salt lakes with an annual output of 50000 tons
Tibet Everest (600338) announced in the evening that it is planned to raise no more than 8 billion yuan for the construction project of extracting lithium from lithium carbonate salt lake with an annual output of 50000 tons by Argentina Lithium Potassium Co., Ltd., the 6 million ton mine mining/annual reconstruction and expansion project of Tazhong Mining Co., Ltd., the lithium salt lake resource exploration project of Tosa Co., Ltd. in Argentina, and the supplementary working capital.
Jiangling Motors : Proposed to establish a joint venture with Ford Motor
Jiangling Motor (000550) announced in the evening that it planned to jointly invest with Ford Motor Company to establish a Jiangling Ford joint venture with a registered capital of 200 million yuan, of which the company contributed 102 million yuan, holding 51% of the equity, and Ford contributed 98 million yuan, holding 49% of the equity.
Haichuan Intelligent : It is proposed to acquire no more than 20% of the equity of Xintong Software with no more than 84 million yuan
Haichuan Intelligent (300720) announced in the evening that it had signed the Cooperation Intention Agreement with Core Technology, and planned to purchase no more than 20% of the equity of Chengdu Core Software Co., Ltd. with a cash amount of no more than 84 million yuan. At the same time, it planned to provide Li Rui, the actual controller of the target company, with a convertible loan of 100 million yuan, and planned to obtain unconditional equity swap of the target company.
Secondary public education : 51 million yuan is proposed to transfer 51% equity of Beijing Zhonggong Future Education
Zhonggong Education (002607) announced in the evening that it planned to transfer 51% of the equity of its wholly-owned subsidiary Beijing Zhonggong Future Education Technology Co., Ltd. to Beijing Shangheng Jirui Commercial Operation Management Co., Ltd. at a transfer price of 51 million yuan. Beijing Shangheng Jirui Commercial Operation Management Co., Ltd. is 100% owned by Beijing Longhu Zhongbai Real Estate Co., Ltd. The company cooperates with Longhu Real Estate to develop the target company project by transferring the holding right of its wholly-owned subsidiary. Longhu develops residential land. The company's capital and energy focus on public construction projects required by its main business, and accelerate the construction of the company's online science and technology research and development center, online and offline integrated education demonstration center, research and development and teaching personnel integration training center National market vertical integration response command center and innovation education headquarters.
Neozeus : Participation Zhuhai Guanyu 3.369 million shares allocated to IPO strategic investors
New Zebang (300037) announced in the evening that the company participated in the placement of A-share IPO strategic investors of Zhuhai Guanyu Battery Co., Ltd. with its own funds, and the number of shares to be placed is 3.369 million, with an amount of 48.6149 million yuan.
ST Huading : It is expected to stop production from September 25 to October 1
ST Huading (601113) announced in the evening that due to the requirements of "dual control of energy" and according to the unified deployment and arrangement of the government, the company temporarily suspended production in some of its plants and subsidiaries. The temporary shutdown will be implemented from September 25, 2021, and production is initially expected to resume on October 1, 2021.
PowerChina : Termination of asset subscription Nanguo Real Estate Matters related to the issuance of shares
POWERCHINA (601669) announced in the evening that, in view of the current changes in the macro environment and other reasons, the transaction has not yet made substantive progress. Nanguo Real Estate's major asset restructuring plan will automatically become invalid when it expires. At the same time, the conditions for continuing to promote the follow-up process at this stage are still uncertain. After careful study and friendly consultation with all parties to the transaction, Nanguo Real Estate has decided to terminate the transaction.
China Energy Construction : will be listed on the Shanghai Stock Exchange on September 28
China Energy Construction (601868) announced in the evening that its shares would be listed on the Shanghai Stock Exchange on September 28, 2021. The stock of the company is called "China Energy Construction" for short, and the stock code is "601868". On the first day of listing, the company's stock price is not subject to rise or fall limits. The opening price of the company's stock on the first day of listing refers to the issue price of 1.96 yuan/share for the company's share exchange and merger with Gezhouba.
Landsee : It is proposed to invest 300 million yuan to establish Yimei Equity Merger Fund
Lanzi Shares (002612) announced in the evening that the company signed the Wuhu Bochen No. 10 Equity Investment Partnership (Limited Partnership) Partnership Agreement with the joint-stock company Beijing Lanzi Hanya Asset Management Co., Ltd. with effective conditions. The company plans to set up Yimei Equity Buyout Fund Wuhu Bochen No. 10 Equity Investment Partnership (Limited Partnership) with its own capital of 300 million yuan as a limited partner, which will mainly invest in the equity of unlisted companies in the medical beauty field and related industries in the form of equity investment, with a fund size of 601 million yuan.
Pioneering New Energy : Photovoltaic power generation projects included in the list of 2021 affordable photovoltaic power generation construction projects in Hubei Province
Tuoro Xinneng (002218) announced at night that its holding subsidiary, Tuoro Zhonghe, and Xishui Lvsheng Energy Co., Ltd., a subsidiary of Hubei Lvdong New Energy Co., Ltd. of State Power Investment Group, jointly established a project company, Xishui Tuoro Green New Energy Co., Ltd. (Tuoro Zhonghe holds 65% of the shares) to participate in the declaration of 2021 affordable new energy projects by Hubei Provincial Energy Bureau. The 500MW agricultural (fishery) photovoltaic complementary power generation project of Xishui Tuoluo Green New Energy Co., Ltd. in Phase I of Xishui County is included in the list of affordable photovoltaic power generation construction projects in 2021, with a configuration scale of 300000 kilowatts.
[Performance observation]
Guanghui Energy : It is estimated that the net profit in the third quarter will increase 1915% - 1978% year on year
Guanghui Energy (600256) announced at night that it is estimated that the net profit attributable to shareholders of listed companies in the first three quarters of 2021 will be 2.68 billion yuan to 2.73 billion yuan, up 278% to 285% year on year. It is estimated that the net profit in the third quarter of 2021 will be 1.28 billion yuan to 1.32 billion yuan, with a year-on-year growth of 1915% to 1978%. In the third quarter of 2021, the company's main business products continued the trend of prosperous production and sales in the first and second quarters. The company's production devices continued to maintain safe and stable operation, energy consumption continued to decrease, production efficiency continued to improve, and the sales of the company's main business products achieved a significant growth.
[Increase/decrease of holdings]
Cryogenic Shares : Several shareholders plan to reduce their shares by no more than 7.1% in total
Deep cold shares (300540) announced at night that Jianyang Gangtong, a 10.16% shareholder, planned to reduce its shares by no more than 2.2295% within six months, Xuzhou Chuxiang, a 7.05% shareholder, and Huai'an Chuyexin, a 4.44% shareholder, planned to reduce their shares by no more than 4.75% within six months. Ma Jigang, a 0.48% shareholder, plans to reduce his shares by no more than 0.1203% within six months after 15 trading days from the date of this announcement.
[Sign the Large Order]
Chenhua Shares : It is planned to build a project with an annual output of 40000 tons of polyether amine and 42000 tons of polyether
Morning Chemical Co., Ltd. (300610) announced in the evening that Huai'an Morning Chemical Co., Ltd., a wholly-owned subsidiary of the company, recently signed the Cooperation Framework Agreement on the 40000 ton/year polyether amine and 42000 ton/year polyether project of Huai'an Morning Chemical New Materials Co., Ltd. with Huai'an Investment Promotion Bureau. It is planned to invest about 600 million yuan in Huai'an Industrial Park, Jiangsu Province, with a land area of about 50 mu, to build a 40000 ton/year polyether amine and 42000 ton/year polyether project, The final construction content and land supply shall be subject to the project filing and land transfer area.
Kexing Pharmaceutical : The subsidiary signed a cooperation agreement with Southeast University
Kexing Pharmaceutical (688136) announced in the evening that Shenzhen Kexing Pharmaceutical Co., Ltd., a wholly-owned subsidiary, signed the Cooperation Agreement on Co building the Joint Innovation Laboratory for the Industrialization of Extracellular Vesicle Delivery Technology with Southeast University. The two sides proposed to jointly build the "Joint Innovation Laboratory for the Industrialization of Extracellular Vesicle Delivery Technology of Southeast University Kexing Pharmaceutical", Carry out all-round and multi-level cooperation in the research and development of the industrialization of extracellular vesicle delivery technology, industry university research association, transformation of high-tech achievements, personnel training, etc.
Xinguang Optoelectronics : Holding subsidiaries signed contracts totaling 12.0148 million yuan
Xinguang Optoelectronics (688011) announced in the evening that its holding subsidiary, Zhongjiu Xinguang, planned to sign a purchase and sales contract for the project of GK2021T Turntable Subsystem with its shareholder, Peng Gaoliang Investment Holding Company, Oujie Intelligent, with a contract amount of 3.1 million yuan. Yunchuang Data Co., Ltd., a holding subsidiary of the Company, signed the sales contracts for the projects of "Hospital Sense Intelligent AI Monitoring System" and "Guangzhou Baiyun District Agricultural and Rural Bureau Forest Fire Prevention Intelligent Monitoring and Early Warning System". The total amount of the two contracts was 8.9148 million yuan.
Beixin Road and Bridge : The consortium won the bid for 3.266 billion yuan expressway franchise project
Beixin Road and Bridge (002307) announced in the evening that the consortium formed by the company and Xinjian Hongman Fund Management (Beijing) Co., Ltd. won the bid for the franchise project of Changshui Airport Shuanglong Expressway, with the winning amount of 3.266 billion yuan.
Haoneng : Sign the investment agreement for the production base of automobile differential assembly
Haoneng (603809) announced in the evening that the company and the Luzhou High tech Zone Management Committee had signed the Investment Cooperation Agreement on the Project of Automobile Differential Assembly Production Base, and both parties agreed that Luzhou Haoneng would be responsible for investing in the construction and operation of the automobile differential assembly production base project with the land of Changqi Company that it won as the project land, and the total investment of the project would not exceed 800 million yuan, It is planned to produce 10 million sets of automobile differential assembly annually in 2030.
Guochuang High tech : Sun Microsystems and Tencent Cloud signed a strategic cooperation agreement on smart real estate
Guochuang Hi tech (002377) announced in the evening that Shenzhen Shihua, a wholly-owned subsidiary, recently signed the Smart Real Estate Strategic Cooperation Framework Agreement with Tencent Cloud, and the two sides cooperated to build a nationwide smart cloud platform for new real estate marketing, including but not limited to smart marketing customer acquisition system, smart case system, etc.
Jinzhi Technology : Subsidiary won the bid for an intelligent engineering project worth 228 million yuan
Jinzhi Technology (002090) announced in the evening that its wholly-owned subsidiary had won the bid for the "Intelligent Project of the Construction Project of Nanjing Foreign Language School in the Southern New Town" and the "Intelligent Project (EPC) of the Construction Project of Qingdao Innovation and Entrepreneurship Center in the National University Science Park of Shandong University", with a total winning amount of 228 million yuan.
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