[Hot spots]
Jinjian Rice : No matter whether foreign countries restrict grain export or not, it will not have a significant impact on the company's production and operation
Jin Jian Rice (600127) disclosed the announcement of stock price changes on the evening of April 7, saying that whether foreign countries restrict grain exports or not, the impact on China's grain supply and consumption is very limited, and will not have a significant impact on the company's production and operation. The business model of the company's grain and oil products is to deeply process the purchased rice, grease and oil plants and wheat, and then sell them to dealers or supermarkets. At present, the raw material purchase price of the company's rice and the product price in the terminal market are stable, and the company's performance has not changed significantly.
Hexalian plate Jifeng Shares : The product income indirectly supplied to new energy vehicles is very small
Jifeng Shares (603997) rose and closed for six consecutive trading days. The company warned the risk on the evening of April 7 that the company's main products were passenger car seat headrests, seat armrests, central control systems, interior parts, and commercial vehicle seats. The company was not directly involved in new energy vehicles, and never directly supplied new energy vehicles. The company's main customers did not simply produce new energy vehicles, The income of products indirectly supplied by the company to new energy vehicles is very small, so it is difficult to make statistics.
Shanghai Environment : Won the medal of Changjiang Environmental Protection Group
Shanghai Environment (601200) announced on the evening of April 7 that from March 13 to March 31, Changjiang Environmental Protection Group purchased 27.38 million shares through centralized bidding, accounting for 2.9972% of the company's total share capital. From April 1 to April 3, Changjiang Environmental Protection Group bought 503300 shares, accounting for 0.0551% of the company's total share capital. As of April 3, Changjiang Environmental Protection Group and Three Gorges Capital held 45.67 million shares in total, accounting for 5% of the company's total share capital. The actual controller of Changjiang Environmental Protection Group and Three Gorges Capital is Three Gorges Group. Changjiang Environmental Protection Group and Three Gorges Capital have plans to continue to increase their holdings in Shanghai Environment in the next 12 months.
The first quarterly report of the two cities was released Hualan Biology Net profit in the first quarter fell by 4.71% year on year
The first quarterly report of the two cities was released. Hualan Biology (002007) disclosed its quarterly report on the evening of April 7, and its revenue in the first quarter was 678 million yuan, down 2.62% year on year; The net profit was 247 million yuan, down 4.71% year on year; Basic earnings per share was 0.1762 yuan.
Hals : The company has not established substantive business relationship with Ruixing Coffee
Hals (002615) announced in the evening of April 7 that the company disclosed the announcement on September 3, 2019 that the company and Ruixing Coffee have established a three-year omni channel cooperation relationship, and the agreement is currently in effect. During the specific implementation of the agreement, relevant matters need to be further negotiated and implemented. The framework agreement does not involve specific amounts. The company has not established substantive business contacts with Ruixing Coffee, and the company's business cooperation with Ruixing Coffee is in the state of no actual cooperation, which will not affect the company's business performance.
Performance
Taisheng Wind Energy : In 2019, the net profit will increase 13 times over the same period of the previous year, and it is planned to pay 10 yuan
On the evening of April 7, Taisheng Wind Energy (300129) disclosed its annual report that in 2019, the company realized an operating income of 2.219 billion yuan, up 50.70% year on year; Net profit attributable to shareholders of listed companies was 154 million yuan, up 1359% year on year; Basic earnings per share is 0.21 yuan. The company plans to distribute a cash dividend of 1 yuan (tax included) for every 10 shares.
Conbey : Net profit in the first quarter increased by 0% - 10% in advance, finasteride tablets passed the consistency evaluation of generic drugs
Conbay (600572) released its performance forecast on the evening of April 7. It is expected that the net profit in the first quarter will increase by 0 million yuan to 17.6 million yuan compared with the same period last year, with a year-on-year growth of 0% - 10%. At the same time, the company disclosed that the subsidiary Parecxib Sodium for Injection has obtained the approval for drug registration. In addition, the drug finasteride tablets of Hangzhou Kang'enbei, a subsidiary, passed the consistency evaluation of generic drugs.
Sanquan Food : Net profit in the first quarter increased 520% - 550% year-on-year
Sanquan Food announced its performance forecast tonight. It is estimated that the first quarter profit will be 249 million to 261 million yuan, with a year-on-year growth of 520% - 550%. During the reporting period, the company improved the channel quality through product structure adjustment, and the profit margin recovered well.
Lixun Precision : Net profit in the first quarter increased by 55% - 60% year-on-year
Lixun Precision announced on the evening of April 7 that it is expected to make a profit of 955 million yuan to 986 million yuan in the first quarter, up 55% - 60% year on year. During the forecast period, in the face of complex and severe external environmental impact, epidemic prevention and control and other emergency costs rising, the company firmly implemented the development plan formulated by the core management, and all employees were united to achieve their mission, effectively reducing the adverse impact of external factors. During the forecast period, the company's performance continued to achieve rapid growth.
*ST Jinshan : Net profit in the first quarter increased by 114% year on year
*ST Jinshan (600396) disclosed its first quarter report on the evening of April 7. In the first quarter, the company realized a revenue of 2.023 billion yuan, up 0.52% year on year; The net profit was 188 million yuan, up 114.30% year on year. Basic earnings per share is 0.13 yuan. During the reporting period, the company continued to promote quality and efficiency improvement, and the marginal contribution of power generation increased year on year; On the basis of the year-on-year increase of heat sales, strengthen the economic management of heating and improve the marginal contribution of heating; All costs decreased year on year.
Xusheng Shares : In 2019, the sales revenue to Tesla was 589 million yuan, accounting for 53.69% of the revenue
Xusheng Shares (603305) released its annual report on the evening of April 7. In 2019, the company achieved a revenue of 1.097 billion yuan, up 0.15% year on year; The net profit was 207 million yuan, down 29.66% year on year. In 2019, the company realized sales revenue of 589 million yuan to Tesla, accounting for 53.69% of the operating revenue. In the future, with the acceleration of Tesla localization and the gradual mass production of ModelY, it is expected that the operating revenue will continue to grow. In 2019, the company's sales to POLARIS grew rapidly, achieving a sales revenue of 76.54 million yuan.
Valin Star Horse : In March, the sales volume of medium and heavy trucks dropped 48.88% year on year
Valin Starma (600375) announced on the evening of April 7 that the sales volume of medium and heavy trucks in March was 1320, down 48.88% year on year; From January to March, the cumulative sales volume of heavy trucks was 2536, down 50.44% year on year.
Dawn Shares : The sales volume of finished vehicles in March dropped 39.59% year on year
Shuguang Shares (600303) announced on the evening of April 7 that the sales volume of finished vehicles in March was 441, down 39.59% year on year; From January to March, the cumulative sales volume of finished vehicles was 1147, down 52.66% year on year.
Jinlong Auto : The sales volume of passenger cars in March dropped by 50% year on year
Jinlong Automobile (600686) announced on the evening of April 7 that in March, the company's bus production was 3740, down 27.34% year on year; The sales volume was 2293, a year-on-year decrease of 50.17%; From January to March, the cumulative sales volume was 7934, down 26.58% year on year.
Jiyou Shares : Net profit in 2019 increased by 75% year on year, and it is planned to transfer from 10 to 4, with 2.6 yuan
Jiyou Shares (603429) released its annual report on the evening of April 7. In 2019, the company achieved a revenue of 671 million yuan, a year-on-year increase of 46.49%; The net profit was 202 million yuan, up 74.76% year on year. Basic earnings per share is 0.79 yuan. The company plans to increase 4 shares for every 10 shares and distribute cash of 2.6 yuan (tax included).
CITIC Special Steel : The first quarter net profit is expected to be 1.25 billion yuan - 1.35 billion yuan
On the evening of April 7, CITIC Special Steel (000708) released its first quarterly performance forecast. It is estimated that the net profit attributable to shareholders of the listed company will be 1.25 billion yuan – 1.35 billion yuan, which is the first quarterly performance forecast of CITIC Special Steel after its overall listing; Net profit increased by 1353% - 1470% over the same period of last year before restructuring, and by 0.48% - 8.52% over the same period of last year after retroactive adjustment.
Tiankang Biology : The pig sales revenue in the first quarter increased by 169% year on year
Tiankang Biology (002100) announced in the evening of April 7 that 66500 pigs were sold in March, with a month on month increase of 94.44% and a year-on-year decrease of 11.10%; The sales revenue was 238 million yuan, up 131.07% month on month and 209.09% year on year. From January to March, the company sold 154700 pigs in total, 26.58% lower than the same period last year; The accumulated sales revenue was 510 million yuan, an increase of 169.84% over the same period last year.
Minhe Shares : In March, the sales revenue of chicken seedlings increased by 225% month on month
Minhe Shares (002234) announced in the evening of April 7 that 28.3529 million chicken seedlings were sold in March, with a year-on-year change of 15.23% and a month on month change of 24.41%; The sales revenue was 161 million yuan, with a year-on-year change of - 28.04% and a month on month change of 225.45%.
Vertex software : In 2019, the net profit increased by 6% year on year, and it is planned to transfer from 10 to 4, and pay 5 yuan
Vertex Software (603383) released its annual report on the evening of April 7. In 2019, the company achieved revenue of 340 million yuan, up 15% year on year; The net profit was 127 million yuan, up 6.19% year on year. Basic earnings per share is 1.07 yuan. The company plans to increase 4 shares for every 10 shares and distribute cash of 5 yuan (tax included).
Biolight : Net profit in the first quarter increased by 140% to 160% year-on-year
Paulette (300246) disclosed its performance forecast on the evening of April 7. It is estimated that the first quarter profit will be 38723300 yuan to 41950300 yuan, an increase of 140% to 160% year on year. During the reporting period, the company's blood purification business maintained normal development, while the company's sales revenue of health monitoring products (monitors, blood oximeters, wireless temperature systems) increased significantly.
Baiyun Airport : Passenger throughput in March dropped 73.51% year on year
Baiyun Airport (600004) announced on the evening of April 7 that the passenger throughput in March was 1.64 million, down 73.51% year on year; The cumulative passenger throughput from January to March was 8.39 million person times, down 53.78% year on year. Among them, the passenger throughput of international routes in March was 162800, down 89.40% year on year; From January to March, the passenger throughput of international routes was 1.98 million, down 55.47% year on year.
Dabeinong : The pig sales revenue in the first quarter increased by 71.52% year on year
Dabei Nong (002385) announced on the evening of April 7 that 88700 pigs were sold in March, with a sales revenue of 413 million yuan. Sales revenue increased by 43.4% month on month and 59.46% year on year; The sales volume increased by 39.69% month on month and -55.89% year on year; The average selling weight of commercial pigs is 136.89 kg, and the average selling price is 34.64 yuan/kg. From January to March, 239500 pigs were sold accumulatively, with a year-on-year increase of -54.99%. The accumulated sales revenue was 1.084 billion yuan, up 71.52% year on year.
Gemdale Group : The accumulative contracted amount in the first quarter was 28.2 billion yuan, down 16.58% year on year
Gemdale Group (600383) announced on the evening of April 7 that in March 2020, the company achieved a contracted area of 530000 square meters, a year-on-year decrease of 35.73%; The contracted amount was 12.97 billion yuan, down 20.23% year on year. From January to March 2020, the company achieved a total contracted area of 1.275 million square meters, a year-on-year decrease of 21.11%; The accumulative contracted amount was 28.21 billion yuan, down 16.58% year on year.
Dongfang Tong Letter: In 2019, the net profit will increase by 3.36% year on year, and it is proposed to pay 0.4 yuan for 10 shares
Eastcom (600776) The annual report was released on the evening of April 7. In 2019, the company achieved a revenue of 2.683 billion yuan, up 11.58% year on year; The net profit was 132 million yuan, up 3.36% year on year. Basic earnings per share is 0.1 yuan. The company plans to distribute cash of 0.40 yuan (tax included) for every 10 shares.
Hanggang : Net profit in 2019 decreased by 52.6% year on year
Hanggang (600126) released its annual report on the evening of April 7. In 2019, the company achieved revenue of 26.742 billion yuan, up 1.11% year on year; The net profit was 918 million yuan, down 52.6% year on year. Basic earnings per share is 0.27 yuan.
Wynn shares : The sales revenue of pigs in March increased by 49.43% month on month
Wen's shares announced tonight that the company sold 852000 pigs (including pigs and fresh products) in March, with a revenue of 3.646 billion yuan. The average selling price of pigs was 35.23 yuan/kg, with a month on month change of 60.39%, 49.43% and -7.29% respectively, and a year-on-year change of -57.60%, 12.22% and 151.46% respectively.
Muyuan Shares : 4 billion yuan to 4.5 billion yuan in the first quarter
Muyuan Shares (002714) announced on the evening of April 7 that it is expected to make profits of 4 billion yuan to 4.5 billion yuan in the first quarter, with a loss of 541 million yuan in the same period last year. Influenced by the African swine plague, the domestic pig production capacity declined significantly, the contradiction between supply and demand in the pork market was prominent, and the pig price in the first quarter rose significantly compared with the same period last year, which was the main reason for the net profit turning from loss to profit in the reporting period.
[Increase/decrease of holdings]
Core Energy Technology : Directors plan to reduce no more than 1.25% of shares
On the evening of April 7, Core Energy Technology (603105) announced that Dai Jiankang, the director who held nearly 5% of the shares, planned to reduce his holdings of no more than 6.25 million shares by means of centralized bidding from May 6 to October 30, accounting for 1.25% of the company's total capital stock, due to his personal capital needs.
Vertical and horizontal communication : Shareholders plan to reduce their shares by no more than 1%
Zongzong Communication (603602) announced on the evening of April 7 that Shanghai Chencan, a 1.5% shareholder, planned to reduce its holdings of no more than 1.57 million shares through centralized bidding from April 13 to July 12, accounting for 1% of the company's total share capital.
ZTE : Controlling shareholder ZTE New reduced 1.06% of the company's equity
ZTE (000063) announced in the evening of April 7 that its controlling shareholder ZTE New reduced its total holdings of 48913100 A shares in the company through block trading at the stock exchange from April 2 to April 7, accounting for 1.06% of the company's total share capital.
Masteel : Maanshan Iron and Steel Group plans to invest 400 million to 500 million yuan to increase its shareholding in the company
Maanshan Iron and Steel (600808) announced on the evening of April 7 that Maanshan Iron and Steel Investment, a wholly-owned subsidiary of Maanshan Iron and Steel Group, the controlling shareholder of the company, increased its A-share holdings by 4.73 million shares on April 7, accounting for 0.06% of the company's total share capital, according to the overall arrangement of Maanshan Iron and Steel Group; It is also planned to increase its holdings by no less than 409 million yuan and no more than 500 million yuan within 12 months from the date of this increase (including the date of this increase).
[Award of contract]
Nanwei Software : Winning the bid for Fujian Province fishing vessel dynamic monitoring management system construction project
Nanwei Software (603636) announced on the evening of April 7 that on April 6, the Fujian Provincial Government Procurement Network announced the winning result of the Fujian Province Fishing Vessel Dynamic Monitoring Management System Construction Project. The company was the winning supplier, with the winning amount of 21.69 million yuan. The winning of the project is an important expansion of the company in the field of smart ocean, which is conducive to the company's accumulation of business experience and operational experience in smart ocean.
Traffic Control Technology : The subsidiary signed an operation contract worth 137 million yuan
Traffic Control Technology (688015) announced on the evening of April 7 that Inner Mongolia Traffic Control Anjie Technology Co., Ltd., a holding subsidiary of the company, and Hohhot Metro Operation Co., Ltd. signed the Operation Preparation and Maintenance Contract of Hohhot Metro Line 1 and Line 2 Signal, Communication, Integrated Monitoring and Cloud Platform System Equipment Construction Period on April 3, with a contract amount of 137 million yuan.
[Major investment]
Zhongheng Electric : It is proposed to increase capital to invest in Ningde Zhixiang and jointly research, develop and purchase the new generation of intelligent power exchange cabinet products
Zhongheng Electric (002364) announced in the evening of April 7 that the company planned to contribute 200 million yuan in cash to subscribe for the newly increased registered capital of 1.568628 million yuan of Ningde Zhixiang, and the part exceeding the subscribed registered capital was included in the capital reserve of Ningde Zhixiang. Ningde Zhixiang is mainly engaged in the power exchange business of two wheeled mopeds, committed to building the energy ecosystem of two wheeled vehicles and tricycles, and is the operator of the power exchange system of two wheeled vehicles and tricycles. In addition, the company signed a cooperation framework agreement with Ningde Zhixiang on the joint research and development and procurement of new generation smart switch cabinet products.
Marubeni : It is proposed to set up an industrial fund as a platform for the company's industrial investment and M&A
Marubeni (603983) announced on the evening of April 7 that the company signed the Industrial Fund Cooperation Framework Agreement with Beijing Fangyuan Jinding Investment Management Co., Ltd. and planned to jointly establish Marubeni Jinding Cosmetics Industrial Fund Management Center (limited partnership) with Fangyuan Jinding. The fund will serve as a platform for industrial investment and M&A of the company, with a total scale of 1 billion yuan. It will be subscribed or established in installments, with an initial scale of 100 million yuan. The contribution subscribed by the company is not less than 80% of the raised scale, and the remaining funds will be raised by the society. The fund will focus on high-quality enterprises in cosmetics related fields, focusing on skin care, cosmetics and other industrial brands and upstream and downstream industrial chains.
[Equity Change]
Tenglong Shares : Controlling shareholder agreed to transfer 5% of shares to natural person Zhong Xuan
Tenglong Shares (603158) announced on the evening of April 7 that Tenglong Technology, the controlling shareholder of the company, signed a Share Transfer Agreement with Zhong Xuan, agreeing that Tenglong Technology would transfer 10.85 million shares (5% of the company's total share capital) to Zhong Xuan at a price of 15.63 yuan per share, with a total transfer price of 170 million yuan. After the completion of the agreement transfer, Tenglong Technology holds 39.39% of the company's shares, and Zhong Xuan holds 5% of the company's shares.
Tianjin Film Technology : The controlling shareholder plans to introduce environmental protection industry war investment or involves the change of the company's actual controller
Tianjin Membrane Technology (300334) announced in the evening of April 7 that the board of directors of the company had recently received the notice from the controlling shareholder and actual controller of the company, Tianjin Membrane Engineering Technology Co., Ltd. and Tianjin University of Technology, and they were planning to change the company's control, It is proposed to introduce a strategic investor to increase the capital of Tianjin Membrane Engineering Technology Co., Ltd., the controlling shareholder of the company, and obtain at least 51% of its equity. The strategic investor belongs to the environmental protection industry. This matter may involve the change of the actual controller of the company, and this transaction involves the prior approval of the competent government departments, Tianjin Education Commission and Tianjin Finance Bureau. The company suspended trading on April 8.
Others
Vanke A : Wang Haiwu was appointed as the executive vice president and chief operating officer of the company
Vanke A (00000 2) announced in the evening of April 7 that the board of directors agreed to appoint Wang Haiwu as the executive vice president and chief operating officer (COO) of the company.
Saturday : It is proposed to raise no more than 2.972 billion yuan for social e-commerce ecosystem construction projects
On Saturday (002291), the evening of April 7 announced that it was proposed to raise no more than 2.972 billion yuan, which would be used for YOWANT digital marketing cloud platform construction project, social e-commerce ecosystem construction project, innovation technology research institute construction project, supplement working capital and repay bank loans.
Haite High tech : Subsidiary obtained STC from B737-800 passenger aircraft to cargo aircraft
Haite High tech (002023) announced on the evening of the 7th that the Boeing B737-800 passenger aircraft converted cargo aircraft STC (supplementary type certificate) jointly developed by its wholly-owned subsidiary Tianjin Haite and Israel Aviation Industry Corporation (IAI) had passed the approval and certification of the Federal Aviation Administration (FAA). Both parties jointly owned the intellectual property rights of the STC conversion scheme and shared the global conversion market. The approval of STC marks the full coverage of B737-700 and B737-800, the mainstream models of the company in Boeing B737NG series aircraft, and the company will actively promote the business of changing aircraft from passenger aircraft to cargo aircraft.
Shanghai Pharmaceutical : Ambroxol hydrochloride capsules and captopril tablets passed the consistency evaluation of generic drugs
Shanghai Pharmaceutical (601607) announced on the evening of April 7 that Xinyi Tianping, a wholly-owned subsidiary of the company, and Changzhou Pharmaceutical, a holding subsidiary of the company, had received the "Drug Supplement Application Approval Document" issued by the State Food and Drug Administration on ambroxol hydrochloride capsules and captopril tablets, respectively. The above drugs passed the consistency evaluation of generic drugs. Ambroxol hydrochloride capsules are mainly suitable for acute and chronic respiratory diseases; Captopril tablets are mainly used to treat hypertension and heart failure.
FAW car : To be renamed as "FAW Jiefang"
FAW Sedan (000800) announced on the evening of April 7 that the company planned to change its Chinese name from "FAW Sedan Co., Ltd." to "FAW Jiefang Group Co., Ltd.", and its securities abbreviation from "FAW Sedan" to "FAW Jiefang".
Sanquan Food: It is planned to use no more than 1 billion yuan of idle self owned funds for securities investment
Sanquan Food (002216) announced in the evening of April 7 that according to the company's development strategy, the company and its holding subsidiaries planned to use idle self owned funds of no more than 1 billion yuan for securities investment without affecting normal operations and effectively controlling investment risks.
*ST Lotus : Stock cancellation delisting risk warning One day suspension tomorrow
*ST Lianhua (600186) announced on the evening of April 7 that, upon the application of the company, the Shanghai Stock Exchange agreed to revoke the delisting risk warning for the company's shares on April 7. The trading of the company's shares will be suspended for one day on April 8, and resumed and the delisting risk warning will be withdrawn from April 9. The stock after the delisting risk warning is revoked is called Lianhua Health for short, and the daily limit of stock price is changed from 5% to 10%.
Editor in charge: Chen Zhijie
