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Shanghai and Shenzhen Stock Market Announcement and Trading Tips on April 30:
[Suspension]
600213 Yaxing Bus
603559 ST Tongmai (Rights protection)
603879 Yongyue Technology (Rights protection)
603023 Vitti
603959 Baili Technology
600565 Dima Shares
603828 Klida
603377 Oriental Fashion (Rights protection)
603363 Aonong Biology
688282 Science and engineering navigation
600220 Jiangsu Sunshine (Rights protection)
002197 Zhengtong Electronics
002280 Contact interaction
603608 Tianchuang Fashion
300163 Pioneer new material
600836 Shanghai Yilian (Rights protection)
600360 Hua Microelectronics
600289 ST ICT (Rights protection)
600112 ST Tiancheng (Rights protection)
000023 ST Shentian (Rights protection)
600083 Boxin Shares
600823 ST Shimao
600462 ST Jiuyou
600306 *ST Mall
600277 Elion Jieneng
600804 Dr. ST Peng (Rights protection)
603003 Longyu Shares
600766 *ST Garden City (Rights protection)
300338 Kaiyuan Education
300020 Yinjiang Technology
000506 Zhongrun Resources (Rights protection)
002124 Tianbang Food
000908 Jingfeng Medicine
002528 Infineon
000851 Gaohong Shares
002217 Helitai
002433 *ST Tai'an (Rights protection)
000622 Hengli Industry
002621 MEJIM
002325 Hongtao Shares
000836 Futong Information
002424 Guizhou Bailing
002288 Chaohua Technology (Rights protection)
002435 Changjiang Health
300262 Ba'an Water (Rights protection)
000996 *ST medium term (Rights protection)
000584 ST Industrial Intelligence
002341 New fiber and new material
600381 Qinghai Spring
603869 New intellectual cognition
600647 *ST Tongda
603133 *ST carbon element (Rights protection)
Resumption
603088 Ningbo Jingda
603088 Ningbo Jingda
002263 Great Southeast
600070 *ST Furun (Rights protection)
600777 ST fashion (Rights protection)
603388 ST Yuan Cheng (Rights protection)
600165 *ST Ningke (Rights protection)
300167 *ST Dewey
000971 *ST high rise
300013 *ST Xinning (Rights protection)
300108 *ST auspicious medicine (Rights protection)
600234 *ST Kexin
300116 *ST Baoli
002650 ST Plus
002377 Guochuang High tech
300208 *ST medium range
300536 *ST Nongshang
002310 *ST East Park (Rights protection)
002665 ST altitude (Rights protection)
300125 ST Leanda
Major events
[Product Events]
Jinling Mining : Resumption of Jinzhao Mining, a subsidiary
Jinling Mining announced that the company has received the notice of production resumption from Jinzhao Mining, a subsidiary of Jinzhao Mining, and according to the Review Opinions on Rectification of Administrative Law Enforcement Documents on Work Safety issued by the Management Committee of Zibo High tech Industrial Development Zone, Jinzhao Mining has now resumed production in an orderly manner. During the shutdown period, Jinzhao Mining has formulated a follow-up safety production plan, which is expected to have no impact on the company's production and operation plan this year.
Xizi Jieneng : The holding subsidiary signed the Termination Agreement of the Equity Acquisition Framework Agreement
Xizi Jieneng announced that because the terms of the acquisition transaction were not yet mature, the parties to the transaction did not reach an agreement on the transaction. New Century Energy and Hangzhou Thermoelectric Hangzhou Jianglan Energy Technology Co., Ltd. (hereinafter referred to as "Jianglan Energy") signed the Termination Agreement of the Equity Purchase Framework Agreement and agreed to terminate the Equity Purchase Framework Agreement on the effective date of the termination agreement. Terminate the transfer of 51% equity of Hangzhou Lin'an Green Energy Environmental Power Generation Co., Ltd. to Hangzhou Thermoelectric.
Jifeng Shares : Holding subsidiary obtained the fixed point of BMW passenger car seat assembly project
Jifeng shares announced that recently, the company's holding subsidiary, Gramer Jifeng (Germany), received a Letter of Nomination from BMW by email. Gramer Jifeng (Germany) has become the seat assembly supplier of BMW and will develop and produce front and rear seat assembly products for BMW in Europe. This time, the fixed point is the passenger car seat project under the new platform of BMW. It is estimated that the life cycle of the project will be 8 years from the second half of 2027, and the total amount of the life cycle is expected to be 12 billion yuan.
Ziguang Guowei : The global semiconductor industry as a whole is expected to return to growth in 2024
Ziguang Guowei (002049) said on April 29 on the interactive platform that the global semiconductor industry as a whole is expected to return to growth in 2024. At the same time, the digital economy has maintained a high-speed growth trend in China for a long time, providing inexhaustible power for the development of the integrated circuit industry. Although the downstream demand in special fields has not yet seen an overall and fundamental improvement, the industry demand in the future is highly deterministic. After more than a year of adjustment, the relevant construction work should be restarted this year, and the subdivided industry is expected to recover.
Yirui Technology : It is proposed to raise no more than 1.45 billion yuan for the construction project of X-ray vacuum devices and comprehensive solutions
On the evening of April 29, Yirui Technology (688301) announced that the company planned to raise no more than 1.45 billion yuan by issuing shares to specific objects, which would be used for construction projects of X-ray vacuum devices and comprehensive solutions after deducting the issuance costs. On the same day, the company announced that, in view of the changes in the current capital market environment, in combination with the company's development planning, operating conditions and capital arrangements, and through prudent decision-making, the company intends to terminate the planning of overseas issuance of global depositary receipts ("GDR").
TBEA : The holding company plans to invest 3.395 billion yuan in the construction of 1GW wind storage project
TBEA (600089) announced in the evening of April 29 that Tongyang New Energy Co., Ltd., the holding company of the company, plans to invest in the construction of 1GW wind storage project, with a total investment of 3.395 billion yuan. The company disclosed its first quarter report on the same day, and realized a net profit of 1.994 billion yuan in the first quarter of 2024, a year-on-year decrease of 57.89%.
Junpu Intelligent : It is expected that the second generation of the company will be launched in the coming months robot Body and related actuators, sensor components, etc
Juniper Intelligence (688306) said on April 29 on the interactive platform that the robot rotating joint A being developed by the company was systematically tested and verified, among which the maximum impact torque of the rotating joint used for the upper limb of the humanoid robot and the maximum impact torque of the rotating joint used for the hip joint of the lower limb reached the leading level. It is expected that in the next few months, the company's humanoid robot products will make further breakthroughs, introducing the company's second generation humanoid robot body and related actuators, sensor components, etc.
Huaxin Environmental Protection : It is planned to invest about 1 billion yuan to build a 50000 ton/year recycling cathode copper and rare metal comprehensive recovery and utilization project
Huaxin Environmental Protection (301265) announced in the evening of April 29 that in order to further promote the development of the company in the field of non-ferrous metals, extend the industrial chain, and gradually realize the horizontal integration of multiple industries and the coordinated development of multiple tracks, the company signed the Investment Agreement for the Project of Comprehensive Recycling and Utilization of Regenerated Cathode Copper and Rare Metals with an Annual Output of 50000 tons with the People's Government of Zongyang County. The total investment of the project is planned to be about 1 billion yuan (including working capital), of which the investment in fixed assets is 300 million yuan. One anode copper production line, one cathode copper production line and comprehensive utilization of rare and precious metals will be built.
[Performance observation]
China Merchants Bank : Net profit in the first quarter was 38.077 billion yuan, down 1.96% year on year
China Merchants Bank disclosed the first quarter report that the company's operating income in the first quarter of 2024 was 86.417 billion yuan, down 4.65% year on year; Net profit was 38.077 billion yuan, down 1.96% year on year; Basic earnings per share is 1.51 yuan. As of the end of the reporting period, the balance of non-performing loans was 62.630 billion yuan, an increase of 1.051 billion yuan over the end of the previous year; The non-performing loan ratio was 0.92%, down 0.03 percentage points from the end of last year; The provision coverage rate was 436.82%, 0.88 percentage points lower than that at the end of last year; The loan provision ratio was 4.01%, down 0.13 percentage points from the end of last year.
Industrial Fulian First quarter report: net profit in the first quarter increased by more than 33% year on year, and AI server revenue nearly tripled
Industrial Fulian disclosed its report for the first quarter. In the first quarter, the company realized an operating income of 118.688 billion yuan, up 12.09% year on year; The net profit attributable to shareholders of the listed company was 4.185 billion yuan, up 33.77% year on year. During the reporting period, the company's cloud computing business revenue accounted for nearly 50% of the overall revenue; AI servers accounted for nearly 40% of the total server revenue, and AI server revenue nearly tripled year on year, showing a nearly double-digit growth rate; In addition, the number of generative AI servers increased nearly three times year on year, and the month on month ratio also showed a double-digit growth rate.
Wuming Kangde : Net profit of the first quarter was 1.942 billion yuan, down 10.42% year on year
WuXi AppTec disclosed its first quarter report. In the first quarter, the company realized an operating income of 7.982 billion yuan, down 10.95% year on year; Net profit was 1.942 billion yuan, down 10.42% year on year; Basic earnings per share is 0.67 yuan. During the reporting period, the company's revenue from American customers was 4.9 billion yuan, an increase of 0.4% year on year after excluding specific commercial production projects.
BOE A : Net profit in the first quarter was 984 million yuan, up 297.8% year on year
BOE A disclosed its first quarter report that in the first quarter of 2024, it realized an operating revenue of 45.888 billion yuan, up 20.84% year on year; The net profit was 984 million yuan, up 297.8% year on year.
Guotai Jun'an : The net profit of the first quarter was 2.489 billion yuan, down 18.13% year on year
Guotai Jun'an disclosed its first quarter report that the company's operating income in the first quarter of 2024 was 7.983 billion yuan, down 14.05% year on year; Net profit was 2.489 billion yuan, down 18.13% year on year; Basic earnings per share is 0.26 yuan.
Shen Wanhongyuan : Net profit in the first quarter decreased by 31% year-on-year to 1.388 billion yuan
Shenwan Hongyuan disclosed its first quarter report, realizing an operating revenue of 5.68 billion yuan in the first quarter of 2024, down 1.47% year on year; Net profit was 1.388 billion yuan, down 31% year on year.
Zheshang Securities : The net profit of the first quarter was 447 million yuan, down 8.31% year on year
Zhejiang Merchants Securities disclosed its first quarter report that the company's operating income in the first quarter of 2024 was 3.882 billion yuan, down 21.26% year on year; The net profit was 447 million yuan, down 8.31% year on year; Basic earnings per share is 0.12 yuan.
PICC : Net profit of the first quarter was 8.963 billion yuan, down 23.5% year on year
PICC disclosed the first quarter report that the company's total operating revenue in the first quarter of 2024 was 138.778 billion yuan, up 0.7% year on year; Net profit was 8.963 billion yuan, down 23.5% year on year; Basic earnings per share is 0.20 yuan. During the reporting period, PICC Life Insurance realized an insurance service income of 4.786 billion yuan, up 23.4% year on year; The net profit reached 3.821 billion yuan; The value of new business increased by 81.6% year on year on a comparable basis.
Inspur Information : Net profit in the first quarter was 306 million yuan, up 64.39% year on year
Inspur's first quarterly report of information disclosure shows that in the first quarter of 2024, the operating revenue will reach 17.607 billion yuan, with a year-on-year growth of 85.32%; The net profit was 306 million yuan, up 64.39% year on year.
Merchant ship : The net profit of the first quarter was 1.375 billion yuan, up 22.62% year on year
China Merchants Steamship disclosed its first quarter report, and the company realized an operating income of 6.254 billion yuan in the first quarter of 2024, up 6.3% year on year; The net profit was 1.375 billion yuan, up 22.62% year on year; Basic earnings per share is 0.17 yuan. During the reporting period, the market for oil tankers and dry bulk cargo transportation has improved, and the number of days of fleet operation has increased year on year; The freight rate of ro ro foreign trade business is high, and the foreign trade transport capacity investment has increased year on year.
SAIC Group : The net profit of the first quarter was 2.714 billion yuan, down 2.48% year on year
SAIC Group released its first quarter report, and the company's operating revenue in the first quarter of 2024 was 138.984 billion yuan, down 1.19% year on year; Net profit was 2.714 billion yuan, down 2.48% year on year; Basic earnings per share is 0.24 yuan.
Haier Zhijia : Net profit in the first quarter was 4.773 billion yuan, up 20.16% year on year
Haier Zhijia disclosed its first quarter report that in the first quarter of 2024, the company realized an operating income of 68.978 billion yuan, up 6.01% year on year; The net profit was 4.773 billion yuan, up 20.16% year on year; Basic earnings per share is 0.52 yuan. The gross profit rate in the first quarter reached 29.0%, up 0.3 percentage points from the same period in 2023.
Tsingtao Beer : Net profit in the first quarter was 1.597 billion yuan, up 10.06% year on year
Tsingtao Brewery disclosed its first quarter report. In the first quarter of 2024, the company realized an operating income of 10.15 billion yuan, down 5.19% year on year; The net profit was 1.597 billion yuan, up 10.06% year on year; Basic earnings per share is 1.18 yuan. In the first quarter of 2024, the company has achieved a cumulative sales volume of 2.184 million kiloliters, including 1.322 million kiloliters of main brand Tsingtao Beer and 960000 kiloliters of products above medium and high end.
Northern Rare Earth : The net profit of the first quarter was 52.052 million yuan, down 94.35% year on year
Northern Rare Earth disclosed its first quarter report, and the company realized an operating income of 5.762 billion yuan in the first quarter of 2024, a year-on-year decrease of 37.59%; The net profit was 52.052 million yuan, down 94.35% year on year; Basic earnings per share is 0.014 yuan. During the reporting period, the prices of the company's main rare earth products represented by praseodymium and neodymium products have continued to fluctuate downward since the beginning of the year. The average price in the first quarter has decreased year-on-year, and the gross profit has decreased year-on-year.
Luoyang Molybdenum Industry : Net profit in the first quarter was 2.072 billion yuan, up 553.28% year on year
Luoyang Molybdenum Industry disclosed its first quarter report, and the company's operating income in the first quarter of 2024 was 46.121 billion yuan, up 4.15% year on year; The net profit was 2.072 billion yuan, up 553.28% year on year; Basic earnings per share is 0.1 yuan. During the reporting period, with the TFM mixed ore project reaching its production capacity, the production and sales of copper and cobalt products of the company increased. At the same time, the company continued to improve lean management, the overall cost decreased compared with the same period last year, and the profit increased year on year.
March 7th mutual entertainment (Rights protection) : Net profit in the first quarter dropped by 20.45% year-on-year to 616 million yuan
Sanqi Mutual Entertainment disclosed its first quarterly report, and in the first quarter of 2024, it realized an operating revenue of 4.75 billion yuan, up 26.17% year on year; The net profit was 616 million yuan, down 20.45% year on year. At present, the company has reserved more than 40 self-developed or agent high-quality mobile games, including many high-quality products such as Code Douluo MMO, Time Grocery Store and My Son in law, covering many types such as MMORPG, SLG, cards, simulated operation, RPG placement, leisure and puzzle.
Wan'an Technology : The net profit in the first quarter was 21.1666 million yuan, up 1890.93% year on year
Wan'an Technology disclosed its first quarter report, and in the first quarter of 2024, it realized 815 million yuan of operating revenue, up 7.03% year on year; The net profit was 21.1666 million yuan, up 1890.93% year on year.
Luxi Chemical : Net profit in the first quarter was 568 million yuan, up 76.26% year on year
Luxi Chemical (000830) disclosed its first quarterly report on the evening of April 29, and realized an operating income of 6.752 billion yuan in the first quarter of 2024, up 2.61% year on year; The net profit was 568 million yuan, up 76.26% year on year. During the reporting period, affected by the market, the sales price of some products increased year on year and the purchase unit price of raw materials decreased year on year, resulting in an increase in gross profit of products.
Bank of China : Net profit attributable to parent company in the first quarter decreased by 2.9% year-on-year to 55.989 billion yuan
Bank of China (601988) disclosed its first quarterly report on the evening of April 29, 2024. The company's operating income in the first quarter of 2024 was 160.818 billion yuan, down 3.01% year on year; The net profit attributable to the parent company was 55.989 billion yuan, down 2.9% year on year; Basic earnings per share is 0.18 yuan. At the end of March, the total amount of non-performing loans of the Group was 258.579 billion yuan, with a non-performing loan ratio of 1.24%, down 0.03 percentage points from the end of the previous year. The provision coverage rate for non-performing loans was 199.94%, up 8.28 percentage points from the end of the previous year.
Rongsheng Petrochemical : The net profit of the first quarter was 552 million yuan, and the loss was reversed year on year
Rongsheng Petrochemical (002493) disclosed its first quarterly report on the evening of April 29, and realized an operating revenue of 81.088 billion yuan in the first quarter of 2024, up 16.3% year on year; The net profit was 552 million yuan, making up losses on a year-on-year basis, with a loss of 1.468 billion yuan in the same period last year.
Golden arowana : Net profit in the first quarter was 882 million yuan, up 3.3% year on year
Golden arowana (300999) disclosed its first quarterly report on the evening of April 29, 2024. In the first quarter of 2024, it realized an operating income of 57.274 billion yuan, down 6.17% year on year; The net profit was 882 million yuan, up 3.3% year on year. During the reporting period, the operating revenue decreased compared with the same period last year, mainly because the impact of falling product prices exceeded the revenue contribution brought by sales growth. With the gradual recovery of the domestic economy, the sales volume of the company's kitchen food, feed raw materials and oil technology products grew better than that of the same period last year, but the prices of the main products declined year-on-year.
BYD Shares: the net profit of the first quarter was 4.569 billion yuan, up 10.62% year on year
On April 29, BYD announced on the Hong Kong Stock Exchange that in the first quarter of 2024, it will achieve an operating income of 124.944 billion yuan, up 3.97% year on year; The net profit was 4.569 billion yuan, up 10.62% year on year.
CSC : Net profit in the first quarter was 1.228 billion yuan, down 49.39% year on year
CSCI (601066) disclosed its first quarterly report on the evening of April 29, and the company realized an operating income of 4.294 billion yuan in the first quarter of 2024, a year-on-year decrease of 35.91%; Net profit was 1.228 billion yuan, down 49.39% year on year; Basic earnings per share is 0.12 yuan. During the reporting period, the net income from investment income, service charges and commissions decreased.
Industrial and Commercial Bank of China : The net profit of the first quarter was 87.653 billion yuan, down 2.78% year on year
ICBC announced at the Hong Kong Stock Exchange that the company's operating income in the first quarter of 2024 was 210.165 billion yuan, down 3.8% year on year; The net profit was 87.653 billion yuan, down 2.78% year on year; Basic earnings per share is 0.24 yuan. According to the five level classification of loan quality, the balance of non-performing loans was 370.888 billion yuan, 17.386 billion yuan more than the end of the previous year, and the non-performing loan ratio was 1.36%, the same as the end of the previous year. The provision coverage rate was 216.31%, up 2.34 percentage points. The core tier one capital adequacy ratio is 13.78%, the tier one capital adequacy ratio is 15.18%, and the capital adequacy ratio is 19.21%.
Vanke: Net loss of 362 million yuan in the first quarter was transferred to loss on a year-on-year basis
Vanke announced at the Hong Kong Stock Exchange that its operating revenue in the first quarter of 2024 was 61.594 billion yuan, down 10.05% year on year, with a net loss of 362 million yuan and a net profit of 1.446 billion yuan in the same period last year.
CICC : Net profit in the first quarter was 1.239 billion yuan, down 45.13% year on year
CICC (601995) disclosed its first quarterly report on the evening of April 29, 2024, and the company realized an operating revenue of 3.874 billion yuan in the first quarter of 2024, a year-on-year decrease of 37.61%; Net profit was 1.239 billion yuan, down 45.13% year on year; Basic earnings per share is 0.22 yuan. The decline in revenue is mainly due to the decrease in net income from financial instruments measured at fair value; At the same time, the net income from investment banking and brokerage fees decreased.
North Huachuang : Net profit in the first quarter was 1.127 billion yuan, up 90.4% year on year
North Huachuang (002371) disclosed its first quarterly report on the evening of April 29, and realized an operating revenue of 5.859 billion yuan in the first quarter of 2024, with a year-on-year growth of 51.36%; The net profit was 1.127 billion yuan, up 90.4% year on year. During the reporting period, the company continued to focus on its main business, carefully study customer needs, deepen technology research and development, and constantly improve its core competitiveness. The market share of etching, film deposition, cleaning, furnace tubes and other process equipment used in the field of integrated circuits steadily increased.
[Increase/decrease of holdings]
Wilpac : Yingke Shengda and its persons acting in concert plan to reduce their total shares of the company by no more than 1.1419%
Winpac announced that the shareholders Yingke Shengda, who hold 1.1419% of the shares in total, and the persons acting in concert Yingke Shenglong and Yingke Shengtong plan to adopt centralized bidding trading, block trading Or reduce the company's shares by a combination of block trading and centralized bidding to no more than 5.7862 million shares (1.1419% of the company's total capital stock).
[Buy back]
Jinlei Shares : It is planned to buy back shares of the company from 80 million yuan to 120 million yuan
Jinlei Shares announced that the company planned to cancel all the shares repurchased between 80 million yuan and 120 million yuan and reduce the company's registered capital accordingly, with the repurchase price not exceeding 31 yuan/share (inclusive).
Sichuan Meifeng : It is proposed to buy back the shares of the company from RMB 70 million to RMB 100 million
Sichuan Meifeng (000731) announced on the evening of April 29 that the company planned to buy back shares of 70 million yuan to 100 million yuan to cancel and reduce registered capital, and the buyback price should not exceed 9.74 yuan per share.
Runtu Shares : It is planned to buy back the company's shares for 150 million to 300 million yuan
Runtu Shares (002440) announced in the evening of April 29 that the company planned to buy back shares with 150 million to 300 million yuan for equity incentive or employee stock ownership plan, and the buyback price should not exceed 9 yuan/share (inclusive).
Yili Shares : It is planned to buy back shares of 1 billion to 2 billion yuan
Yili Shares (600887) announced in the evening of April 29 that the company planned to buy back shares with 1 billion yuan - 2 billion yuan, cancel all shares and reduce the company's registered capital, and the price of the repurchased shares should not exceed 41.88 yuan/share.
[Sign the Large Order]
Jifeng Shares: holding subsidiary obtained the fixed point of BMW passenger car seat assembly project
Jifeng shares (603997) announced in the evening of April 29 that recently, the company's holding subsidiary, Gramer Jifeng (Germany), received a Letter of Nomination from BMW by email. Gramer Jifeng (Germany) has become the seat assembly supplier of BMW and will develop and produce front and rear seat assembly products for BMW in Europe. This time, the fixed point is the passenger car seat project under the new platform of BMW. It is estimated that the life cycle of the project will be 8 years from the second half of 2027, and the total amount of the life cycle is expected to be 12 billion yuan.
Huakang Medical : Pre winning the bid for the construction project of the first section of the laboratory process project of Dalian Yingge Stone Science City
Huakang Medical (301235) announced in the evening of April 29 that the company was expected to win the bid for the construction project of the first bid section (A1-03, 17, 18, A3-11 plots) of Dalian Yingge Stone Science City Laboratory Process Project (Phase I first development area), with a bid price of 77.6873 million yuan.
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Editor in charge: Wei Zirong
