Financial Morning News: For supervision and refinancing, the CSRC and the Exchange have made intensive announcements

Topic: Can the hype of "dragon flying and phoenix dancing" be continued due to the intensification of short-term differences?

　　 [Important news inventory]

　　 Easy to make a full sound! Focus on strengthening supervision

On November 8, Yi Huiman said at the annual meeting of 2023 Financial Street Forum that in recent years, the CSRC has adhered to the regulatory philosophy of "fearing the market, the rule of law, the profession, the risk, and giving play to the joint efforts of all parties", adhered to the main responsibility of supervision, and focused on grasping the four principles. First, we should adhere to the principle of "only when we see clearly can we manage", and promote innovation under the premise of prudential supervision. The second is to strictly prevent excessive leverage and gradually reduce the scale and level of leverage funds to a reasonable range. Third, "zero tolerance" has cracked down on all kinds of chaos, reversing the low cost of securities violations for a long time.

　　 comment: In fact, in recent years, the CSRC has cracked down heavily on securities violations, and the cost of violations has increased significantly. For example, in September of this year, the punishment for illegal shareholding reduction of our LeHome shareholders caused great concern in the market. Yu Fanyi, a shareholder of Wole Home Appliances, and his persons acting in concert hold more than 5% of the shares of "Wole Home Appliances" in total. After the total share reduction of Wole Home Appliances reached 5%, Yu Fanyi and other shareholders failed to stop trading as required, violating the relevant provisions of Paragraph 1 of Article 36 and Paragraph 2 of Article 63 of the Securities Law, which constitutes the Securities Law The illegal circumstances of transferring shares within the restricted transfer period mentioned in Article 186.

　　 Strict and tight refinancing of listed companies delimits five "red lines"

On August 27 this year, the CSRC issued the Regulatory Arrangements for Overall Planning of the Primary and Secondary Markets, Balancing and Optimizing IPO and Refinancing (hereinafter referred to as "Optimizing Refinancing Regulatory Arrangements"), which clarifies the overall requirements of current refinancing regulation. After more than two months, the relevant responsible persons of Shanghai and Shenzhen Stock Exchanges answered questions from reporters about the specific implementation of optimized refinancing regulatory arrangements, and clearly defined the five "red lines" of the new rules on refinancing.

　　 comment: The Shanghai and Shenzhen Stock Exchanges said that the specific measures to optimize the regulatory arrangements for refinancing this time are to focus on strict control requirements, grasp the rhythm of refinancing, and strictly control the rationality and necessity of refinancing funds.

　　 Pan Gongsheng, President of the People's Bank of China: Monetary policy will pay more attention to cross cycle and counter cycle adjustment

On November 8, Pan Gongsheng, President of the People's Bank of China and Director of the State Administration of Foreign Exchange, said at the 2023 Financial Street (4.130, 0.01, 0.24%) Forum Annual Meeting that in the first three quarters of this year, China's GDP growth rate was 5.2%, and the expected goal of 5% for the whole year was expected to be successfully achieved. Pan Gongsheng said that with the continuous release of the effects of macro-control policies, the recent economic growth momentum has increased, production and consumption have steadily rebounded, employment prices have generally improved, the balance of payments has basically balanced, and major economic indicators have improved. The economic transformation continued to advance, the investment in high-tech industries maintained a rapid growth, and the contribution rate of final consumption to economic growth in the first three quarters reached 83%. It is conditional to continue to maintain steady economic growth and stable price operation.

　　 comment: At present, the total amount of money and credit has maintained a reasonable growth, the credit structure has continued to optimize, and the enterprise loan interest rate is at a low level, providing strong and effective support for economic recovery and development.

　　 Is the world's number one hedge fund a fraud? Bridge water responds

The world's largest hedge fund, Jinqiao Water, has been involved in a public opinion storm recently.

Recently, Rob Copeland, a financial journalist working for the New York Times, officially launched his new book The Fund. The book pointed out that Bridgewater does not have a complex quantitative investment model, and many investment decisions are made solely by Dalio himself. Bridgewater's investment system is just a carefully constructed fraud. In addition, in the book, the author describes Bridgewater as a very terrible workplace where employees are psychologically devastated, which has nothing to do with the investment performance of the fund itself.

　　 comment: Qiaoshui has communicated frankly with the author many times before, trying to share some of the real situation of Qiaoshui, but unfortunately, the relevant content was not reflected in the article.

　　 After updating the mobile phone system, the 5G switch button is turned off? China Mobile Unicom has responded

Recently, many users reported that after updating the system, the 4G and 5G switches in the system settings were cancelled, and only 5G networks could be used by default. This is not the first time that users have reported that the 5G switch of their mobile phone has disappeared. As early as August 2021, it was reported that some consumers found that the 5G pull-down shortcut switch of their mobile phones was not available and could only be switched in settings. At that time, Bruce Lee, BG CTO of Huawei terminal, replied that removing the 5G pull-down shortcut switch was a unified requirement of the three major operators in China, because operators found that many users bought 5G mobile phones but turned off the 5G switch for use.

　　 comment: Gong Ke, former president of the World Federation of Engineering Organizations, said at the China 5G Development Conference held last month that the current global 5G network population coverage rate is about 37%, with more than 1.4 billion users, of which about half are from China.

　　 [Industry hotspot]

　　 In October, the sales volume increased year-on-year and month on month, and the "nine silver and ten gold" car market reappeared

　　 Nearly 90% of medical theme funds have achieved positive returns since November

　　 Who will become the "number one player" when micro dramas become popular and lead listed companies to dig gold?

　　 [Market review]

A-share: On the 8th, the stock indexes of the two cities fell in the middle of the session, and gradually stopped falling in the late session; The transaction volume of the two markets once again exceeded trillion yuan, and the northward capital accelerated to flow out in the afternoon, with a daily net sales of about 3.7 billion yuan. As of the closing, the Shanghai Composite Index fell 0.16% to 3052.37, the Shenzhen Composite Index fell 0.04% to 10052.09, the GEM Index rose 0.02% to 2023.13, and the Science and Technology Innovation 50 Index rose 0.92%; A total of 1036.6 billion yuan was traded between the two cities.

　　 Hong Kong shares: The three major indexes of Hong Kong stocks turned from up to down. The Hang Seng Science and Technology Index fell to 1.2% at one time, and finally closed down 0.86%. The Hang Seng Index and the National Index fell 0.57% and 0.78% respectively. Most of the heavyweight technology stocks fell, while JD, Baidu, Meituan, Alibaba, Fasthand, Netease and Tencent fell, and Xiaomi rose more than 2%.

　　 US stocks: On the 8th, the three major stock indexes of the US stock market rose and fell at different levels. By the end of the day, the Dow had closed at 34112.27, down 0.12%; The S&P 500 index rose 0.10% to 4382.78; The Nasdaq Composite Index rose 0.08% to 13650.41. With the help of technology stocks, the S&P 500 index has risen for the eighth consecutive trading day, and the Nasdaq has risen for the ninth consecutive trading day, both of which have set the longest consecutive rise record since November 2021.

　　 European shares: Germany's DAX30 index rose 0.49%, Britain's FTSE 100 index fell 0.09%, France's CAC40 index rose 0.72%, and Europe's Stoxx 50 index rose 0.6%.

　　 Institutional Strategy

Haitong Securities said that the background of this round of rebound is that the early adjustment of A-share has been quite sufficient, and its valuation and asset price index are at historical lows. The recovery of macro and micro fundamentals is the core logic of the market rise, and the continued implementation of favorable policies will continue to catalyze the market development at the end of the year and the beginning of the year.

In terms of industry sector, Galaxy Securities believes that relevant sectors benefiting from favorable policies and economic recovery are the main allocation direction in November. The specific supporting factors of the future market come from the following three aspects: first, the domestic macro policy is expected to be better; Second, peripheral risks are expected to be delayed; Third, monetary policy continues to be loose, and fiscal policy is expected to further increase.

Cinda Securities said that at the end of the year, there may be a short-term counter attack on growth stocks. By the end of October, the valuations of many growth stocks were in low quantiles in history. For example, the current PE (price earnings ratio, TTM) of electrical equipment, communications, medicine, defense and military industries and other sectors were in low levels in history; The PB (price to book ratio) of the electronics and medicine sectors is at a historical low level.

　　 [Topic company]

　　 Re controversial refinancing HHLR of Hillhouse was filed for reducing its holdings in Longji Lvneng

On November 8, it was reported that Longji Lvneng released an announcement tonight, saying that the company's shareholder HHLR Management Co., Ltd. had received the notice issued by the China Securities Regulatory Commission. The China Securities Regulatory Commission decided to file a case against HHLR Management Co., Ltd. for its suspected transfer of Longji Lvneng shares in violation of restrictive regulations. Longji Lvneng said in the announcement that the case was filed against the company's shareholder HHLR, and its production and operation activities would not be affected. [Related topics]

　　 Ping An China acquires Country Garden? Official emergency statement!

On November 9, Reuters exclusively reported that Ping An of China had been asked by the government to acquire Country Garden (2007. HK), and said that Ping An's government rescue of Country Garden would be one of the most significant interventions taken by the Chinese government so far to support the cash strapped and debt laden real estate industry. Subsequently, Ping An issued an emergency statement saying that the report was completely inconsistent with the facts, and the company never received any relevant requirements from relevant government departments/agencies. Previously, Ping An China had made a written clarification to Reuters when receiving relevant inquiries, but Reuters still insisted on issuing relevant false reports, which Ping An China deeply regrets. [Related topics]

　　 Exploring Suzhou's 8.5 billion yuan "toxic land": no entry is allowed if there is pollution risk on site

A preliminary investigation report on soil pollution nine years ago revealed the fact that the serious pollution of this land has never changed. The origin of the matter was a notice issued by Lujiazui Group on November 4: in case of infringement disputes due to soil pollution, its subsidiaries sued Suzhou Steel Group, Suzhou Environmental Science Research Institute, Suzhou Sucheng Environmental Technology Co., Ltd., Suzhou National High tech Industrial Development Zone Management Committee, Suzhou Natural Resources and Planning Bureau, etc, Recently, he received a written case acceptance notice from Jiangsu Higher People's Court. Lujiazui Group's main claim is to claim 10.044 billion yuan from Sugang Group. [Related topics]

　　 [News of new shares]

　　 Today's IPO: Shenzhen Stock Exchange Lianyu Shares

Today, a total of 1 new share was listed as a joint stock of Shenzhen Stock Exchange. The issue price is 41.18 yuan/share, and the issue price earnings ratio is 22.63 times. The company is mainly engaged in the R&D, production and sales of medium and high-power LED lighting products.

　　 [Notice Tips]

[Highlights]

Longji Lvneng: the shareholder HHLR Company has received the notification of filing from the CSRC

On the evening of November 8, Longji Lvneng (601012) announced that HHLR, the shareholder of the company, had received the notice of filing issued by the China Securities Regulatory Commission (CSRC). The CSRC decided to file a case against HHLR due to the suspected transfer of Longji Lvneng shares in violation of restrictive regulations. This case is filed against HHLR, the shareholder of the company, and the company's production and operation activities will not be affected.

Ping An, China: The report that the company is required to acquire Country Garden and inherit its debt is inconsistent with the fact

Ping An (601318) issued a clarification announcement on the evening of November 8. The company noticed a news report released by Reuters that the company was required by relevant government departments/institutions to acquire Country Garden Holdings Co., Ltd. and inherit its debts. In order to avoid misleading shareholders and potential investors of the Company and ensure the accuracy and completeness of the Company's information disclosure, the Company hereby makes the following clarification and statement: the report is completely inconsistent with the facts. The company has never received any relevant suggestions and requirements from any relevant government departments/institutions, and the company has no transaction plans or discussions related to this. Up to now, the company does not hold shares of Country Garden Holdings Co., Ltd.

Microenterprise: Big Fund II plans to invest 1.5 billion yuan to subscribe for the company's fixed increase shares

On the evening of November 8, Schlumberger (600460) announced that the company's associated person, National Integrated Circuit Industry Investment Fund Phase II Co., Ltd. ("Big Fund Phase II"), had sent the company the application quotation for issuing shares to specific objects and other documents, and it planned to invest 1.5 billion yuan to subscribe for the company's 2022 issue of shares to specific objects, The final allocation shall be subject to the subsequent issuance report and other announcement documents.

Tianlong Shares: The current share price of the company is seriously deviated from the reasonable valuation of peers. The chip companies that participate in the investment have not yet made profits

On the evening of November 8, Tianlong Shares (603266) released an announcement on the convening of the investor exchange meeting. The company's recent share price has risen significantly. At present, the share price has seriously deviated from the reasonable valuation of listed companies in the same industry. The company has warned investors of risks in the early stage through announcements and other forms, and invited a wide range of investors to make rational decisions and invest prudently. The chip companies that the company invests abroad are joint-stock companies, which have not yet made profits. The company is a secondary supplier in the auto parts industry, and its downstream customers are mainly auto parts companies, which do not directly supply complete automobile manufacturers. At present, the company has no repurchase plan and no reduction plan.

Haikan Shares: the company's micro drama project is still in the initial stage of investment and trial operation, and has not yet formed large-scale income

On the evening of November 8, Haikan Shares (301262) released the announcement of abnormal fluctuations in stock trading. Since the company's micro drama project was launched in May 2023, it is still in the initial stage of investment and pilot operation. No large-scale income has been generated for the time being. It is not expected to have a significant impact on the company's recent production and operation, nor has it developed live interactive programs. Please be alert to hot market speculation and pay attention to investment risks.

Tenglong Shares: The company's external circulation is small, and there may be irrational speculation risk

Tenglong Shares (603158) released a stock trading risk advisory announcement on the evening of November 8. Since October 9, 2023, the company's stock has increased by 84.19% in total, a large short-term increase. Up to now, Tenglong Technology Group Co., Ltd., the controlling shareholder of the company, and Jiang Yilin, the person acting in concert, hold 200 million shares of the company in total, accounting for 40.77% of the company's total share capital, and the rest are externally tradable shares. The total capital stock of the company is small, and the external circulation disk is small, so there may be irrational speculation risk.

Longyun Shares: there are no major issues affecting the abnormal fluctuation of the company's stock trading price

Longyun Shares (603729) released a stock trading risk warning announcement on the evening of November 8. As of September 30, 2023, the company had realized an operating income of 261 million yuan, a net profit attributable to shareholders of the listed company of 4.89 million yuan, and a net profit attributable to shareholders of the listed company after deducting non recurring gains and losses of 4.1 million yuan. The company's business is mainly digital marketing case service business, advertising media agency business, alcohol sales business, etc. The company's main business has not changed and all production and operation activities are normal, and there are no major issues that affect the abnormal fluctuation of the company's stock trading price.

Dragon Edition Media: "multi-dimensional frontier knowledge service product database" failed to achieve revenue

Long Edition Media (605577) released the announcement of abnormal fluctuations in stock trading on the evening of November 8. According to the public opinion of the "multi-dimensional frontier knowledge service product database", after verification, the project has not yet achieved a profit. In view of the public opinion on "online education", the company has changed the original fund-raising project "Smart Education Cloud Platform Upgrading Project" to "Dragon Edition Media Integrated Service Platform Project". In addition, the company is not involved in the conversion and application of patent rights. The company has not found any other major events that may have a significant impact on the company's share price.

Weilong Shares: the stock price is separated from the company's fundamentals. The company has operating performance risk

Weilong Shares (603779) released the announcement of abnormal fluctuations in stock trading on the evening of November 8. From November 6, 2023 to November 8, 2023, the closing price of the company's stock has risen by 21.47% in three trading days. The average growth of the brewing industry was about 0.33% over the same period, and the Shanghai Stock Exchange Index rose 0.71% over the same period. The short-term growth of the company's stock was significantly higher than that of the industry and the Shanghai Stock Exchange Index over the same period, and the market sentiment was overheated. According to the company's self inspection, the company's current production and operation activities are normal, the daily business situation has not changed significantly, the market environment and industrial policies have not been significantly adjusted, the production costs and sales have not fluctuated significantly, the internal production and operation order is normal, and the relevant orders and contracts are performed normally.

Lishang Guochao: the company has no consideration in the field of live interactive short plays and games

Lishang Guochao (600738) made an announcement on the evening of November 8. Recently, the company has paid attention to the relevant reports on the company on the network platform, and now makes clarification. The company holds 25% equity of Beijing Xiaoyao Erchang Culture Communication Co., Ltd., which has little impact on the company's operating performance. The company has no consideration for the layout of live interactive short plays and games, and no investment plan for Beijing Xiaoyao Erchang Cultural Communication Co., Ltd. is planned subsequently. The existing AI products of the company are only suitable for internal office work, and the related technologies involved are external procurement. At present, AI products are still in the early testing stage, which does not produce direct benefits to the company. The company does not have the conditions and ability to provide AI products and services externally. The company is not involved in building a smart computing center, nor has it carried out the construction and investment of AI smart computing center.

Weikang Pharmaceutical: Huangjia Ruangan Granule, a product under research, will not have a significant impact on the company's recent performance

Weikang Pharmaceutical (300878) released the announcement of abnormal fluctuations in stock trading on the evening of November 8. The completion of the Phase II clinical trial of Huangjia Ruangan Granule, the company's product under research, for the treatment of chronic hepatitis B and liver fibrosis (syndrome of liver stagnation and spleen deficiency with blood stasis blocking collaterals) will not have a significant impact on the company's recent performance, and whether it will be approved by the State Drug Administration for listing in the future, There is some uncertainty.

Wenyi Technology: The company does not have chiplet products and businesses, nor does it involve humanoid robot products and businesses

Wenyi Technology (600520) announced the abnormal fluctuation of stock trading on the evening of November 8. The company does not have chiplet products and businesses, nor does it involve humanoid robot products and businesses.

[Merger and reorganization]

Guomao Shares: proposed to acquire 65% of the shares of Modori Transmission with 204.75 million yuan

Guomao Shares (603915) announced in the evening of November 8 that on November 8, 2023, it signed the Equity Transfer Intention Agreement with Guan Xiangshang, Li Zemin, Ge Yihuai and Modori Transmission, the shareholders of Modori Transmission, and the parties reached a preliminary intention on the company's proposed acquisition of 65% of the equity of Modori Transmission in cash. After the completion of this transaction, the company is expected to realize the financial consolidation of Modori Transmission. According to the tentative target company's overall valuation of 315 million yuan, the transaction consideration is tentatively set at 204.75 million yuan. If this equity transfer is completed, the company will quickly enter the field of precision planetary reducer, and increase its layout in downstream laser cutting machines, CNC machine tools, robots/manipulators and other industrial automation fields.

ST Jinggu: planning to acquire minority shares of holding subsidiaries

ST Jinggu (600265. After the completion of this transaction, the company's shareholding in Huiyin Wood will further increase, and the proportion of Huiyin Wood's main operating performance included in the shareholders' equity and net profit attributable to the listed company will increase.

[Business performance]

Huanxu Electronics: The consolidated operating income in October was 6.267 billion yuan, an increase of 9.69% month on month

On the evening of November 8, Huanxu Electronics (601231) released its October operating revenue briefing. The company's consolidated operating revenue in October 2023 was about 6.267 billion yuan, 11.44% less than the consolidated operating revenue in the same period last year, and 9.69% more than the consolidated operating revenue in September 2023. The Company's consolidated operating revenue from January to October 2023 is about 49.324 billion yuan, 12.86% less than that of the same period last year.

Foton Motor: 53069 vehicles were sold in October

Foton Motor (600166) released the October production and sales report on the evening of November 8. The total sales volume of automobile products in October was 53069, including 5088 new energy vehicles; From January to October, the cumulative sales volume of auto products was about 503100, up 27.01% year on year.

Zhongtong Bus: From January to October, the cumulative sales volume of 5859 cars dropped 3.70% year on year

Zhongtong Bus (000957) released the announcement of production and sales data disclosure in October on the evening of November 8, with sales volume of 602 vehicles in October 2023; From January to October, the cumulative sales volume was 5859, down 3.70% year on year.

Xincheng Holdings: the contract sales amount in October was about 6.032 billion yuan, down 33.53% year on year

Xincheng Holdings (601155) announced in the evening of November 8 that in October, the company achieved contract sales of about 6.032 billion yuan, down 33.53% over the same period of the previous year; The sales area was about 805700 square meters, down 13.60% over the same period of the previous year. From January to October, the cumulative contract sales amount was about 66.225 billion yuan, a year-on-year decrease of 35.67%, and the cumulative sales area was about 8.339 million square meters, a year-on-year decrease of 20.23%.

Hefu China: consolidated operating income from January to October was about 910 million yuan, down 13.47% year on year

Hefu China (603122) released a report on its accumulated operating revenue from January to October on the evening of November 8. The consolidated operating revenue from January to October 2023 was about 910 million yuan, 13.47% less than the consolidated operating revenue in the same period last year.

ST Shimao: The sales contract amount from January to October was about 6.25 billion yuan, down 19% year on year

ST Shimao (600823) announced in the evening of November 8 that from January to October, the company achieved sales contract area of about 369000 square meters, a year-on-year decrease of 40%; The sales contract amount was about 6.25 billion yuan, down 19% year on year.

Xintian Lvneng: power generation of 991400 MWh in October decreased by 18.33% year on year

Xintian Lvneng (600956) announced on the evening of November 8. According to preliminary statistics, in October 2023, the company and its subsidiaries will complete 991400 MWh of power generation according to the consolidated statement, a year-on-year decrease of 18.33%. As of October 31, the cumulative power generation completed was 11164000 MWh, a year-on-year decrease of 0.80%.

Tang Renshen: The pig sales revenue in October was about 637 million yuan, up 7.12% year on year

Tang Renshen (002567) released the October pig sales briefing on the evening of November 8. The company sold 384100 pigs in October, up 84.40% year on year and 1.69% month on month; The total sales revenue was about 637 million yuan, up 7.12% year on year and down 2.62% month on month. From January to October 2023, the cumulative sales of live pigs will be 3.015 million, and from January to October 2022, the sales of live pigs will be 1.6314 million, up 84.81% year on year; The sales revenue was 4.804 billion yuan, up 56.25% year on year.

Lihua Shares: the sales revenue of broilers in October was 1.175 billion yuan, down 10.51% year on year

Lihua Shares (300761) released the October sales briefing on the evening of November 8. In October 2023, 39868100 broilers were sold, with a sales revenue of 1.175 billion yuan, and the average sales price of wool chicken was 14.06 yuan/kg. The month on month changes were -5.22%, -10.98%, -8.58%, and the year-on-year changes were 8.15%, -10.51%, and -18.92%, respectively. In October 2023, 93600 pigs will be sold, with a sales revenue of 178 million yuan. The average sales price of pigs will be 15.38 yuan/kg, with a month on month change of 22.03%, 16.34% and -8.78%, and a year-on-year change of 80.00%, 2.30% and -43.25%, respectively.

Xiangjia Shares: the sales revenue of live poultry in October was 88.0412 million yuan, down 23.35% year on year

Xiangjia Shares (002982) released a briefing on the sales of live birds in October on the evening of November 8. In October 2023, 4015000 live birds were sold, the sales revenue was 88041200 yuan, and the average sales price was 11.74 yuan/kg. The month on month changes were -7.25%, -13.62%, -7.58%, and the year-on-year changes were - 0.12%, - 23.35%, and - 22.97%, respectively.

[Increase, decrease and repurchase]

Electric connection technology: proposed to buy back shares of 50 million yuan to 100 million yuan

Dianlian Technology (300679) announced in the evening of November 8 that it planned to buy back the company's shares for equity incentive or employee stock ownership plan at a price of 50 million to 100 million yuan, with the buyback price not exceeding 58.11 yuan.

Jinbei Electrician: planned to buy back shares of 40 million yuan to 80 million yuan

Jinbei Electrician (002533) announced in the evening of November 8 that it planned to use its own funds to repurchase the company's shares through centralized bidding transactions, and the repurchased shares would be used for employee stock ownership plans or equity incentives. The total amount of the repurchase funds is not less than 40 million yuan (inclusive) and not more than 80 million yuan (inclusive), and the repurchase price is not more than 11.3 yuan/share (inclusive).

Jinhong Gas: planned to buy back shares of 30 million yuan - 50 million yuan

Jinhong Gas (688106) announced in the evening of November 8 that it planned to buy back shares of 30 million to 50 million yuan for employee stock ownership plan or equity incentive, and the buyback price should not exceed 30 yuan/share.

[Equity Change]

Meibang Clothing: controlling shareholder plans to transfer 5.97% of the company's equity by agreement

Meibang Clothing (002269) announced in the evening of November 8 that Huafu Investment, the controlling shareholder of the company, signed the Share Transfer Agreement with Shenzhen Gaoshen Asset Management Co., Ltd., and planned to transfer its 150 million shares (5.97% of the company's total capital stock) of the company to Shenzhen Gaoshen Asset Management Co., Ltd. at a price of 1.62 yuan per share through negotiation, The total price of equity transfer was 243 million yuan before tax. Huafu Investment will mainly use the funds obtained from this agreement transfer to support the development of the listed company Meibang Clothing.

[Major investment]

Oriental Pearl: It plans to invest 2.341 billion yuan in the new media headquarters project on Yishan Road

Oriental Pearl (600637) announced in the evening of November 8 that the company plans to invest in the new media headquarters project on Yishan Road to upgrade the company's headquarters building on Yishan Road. After the completion of the project, it will provide a good physical development platform for the company's new media business, which is conducive to building a closed-loop of the company's new media industry ecological chain, making the project a display platform for the company's smart radio and television. The total investment of the project is 2.341 billion yuan.

Huijia Times: plans to invest 246 million yuan to set up a wholly-owned subsidiary in Xinjiang

Huijia Times (603101) announced in the evening of November 8 that the company plans to invest and set up wholly-owned subsidiaries in Urumqi, Kashi and Khorgos. The total investment amount of the wholly-owned subsidiary established this time is 246 million yuan. The amount of contribution is: 50 million yuan is proposed to establish Huijia International Trade Company; It is planned to invest 18 million yuan to establish a digital technology company; It is planned to invest 50 million yuan to establish Kashgar International Trade Company; It is planned to invest 128 million yuan to establish Horgos International Trade Company.

[Successful Contract]

Xinrui Technology: Obtained the designated project of automobile customer development

Xinrui Technology (300745) announced in the evening of November 8 that the company had recently received a Letter of Intent on Supplier Designation from a leading new power customer, and the company would develop and supply high-voltage charging and distribution assemblies for the customer's new energy models. According to customer planning, the total sales amount within the life cycle of the above project is about 2.8 billion yuan.

High speed railway electric: won the bid for the 109 million yuan project of Xiong'an High speed Railway Co., Ltd

High speed Railway Electric (688285) announced on the evening of November 8 that it had won the bid for the key parts of overhead contact system and package JC06 project of the new Beijing Xiong'an New Area Shangqiu section of Xiong'an New Area High speed Railway, which was tendered by Xiong'an High speed Railway Co., Ltd., with the winning amount of about 109 million yuan.

Tianyuan Environmental Protection: won the bid for the entrusted operation service of the first sewage treatment plant in Luzhai County

Tianyuan Environmental Protection (301127) announced in the evening of November 8 that the company had recently received the Letter of Acceptance from Luzhai County Huiyilian Urban Development and Investment Co., Ltd., and determined that the company would become the bid winner of the "Entrusted Operation Service for the Bid Raising and Expansion Project of No. 1 Sewage Treatment Plant in Luzhai County". The bid winning price is 0.98 yuan/cubic meter.

Boshi Shares: signed a major contract worth 57.18 million yuan with Sinopec Engineering Construction Co., Ltd

Bosch (002698) announced in the evening of November 8 that the company had received the business contract signed with Sinopec Engineering Construction Co., Ltd., with the contract amount of 57.18 million yuan. The above contract is the product sales contract in the field of intelligent manufacturing equipment of the company. Since the relevant equipment needs to be installed and accepted by users according to the site conditions, it is expected to have a positive impact on the company's performance in 2024 or 2025.

Hefei Urban Construction Co., Ltd.: the subsidiary signed a construction agency contract with Yuquan Real Estate

Hefei Urban Construction (002208) announced on the evening of November 8 that Hefei Urban Construction Amber Real Estate Co., Ltd., a wholly-owned subsidiary, had recently signed a contract with Hefei Yuquan Real Estate Co., Ltd. (hereinafter referred to as "Yuquan Real Estate") for the management service of real estate project development agency. The provisional price of the project agency management service fee was 24.7 million yuan.

Jiejia Weichuang: sign daily business contracts with Tongwei Shares within 12 consecutive months

Jiejia Weichuang (300724) announced in the evening of November 8 that as of the disclosure date of this announcement, the company and its subsidiaries had signed daily operating contracts with the subsidiaries of Tongwei Co., Ltd. (hereinafter referred to as "Tongwei Shares") for 12 consecutive months. The cumulative amount of the contracts was about 2.846 billion yuan, accounting for 51.34% of the company's audited main business income in 2022.

Others

Changyuan Power: Jingzhou Thermal Power Phase II Expansion Project Unit 3 grid connected power generation to commercial operation

Changyuan Power (000966) announced in the evening of November 8 that on November 8, the Jingzhou Thermal Power Phase II Expansion Project (2 × 350000 kW) Unit 3 (350000 kW) of the company's wholly-owned subsidiary, Guoneng Changyuan Jingzhou Thermal Power Co., Ltd. (hereinafter referred to as Jingzhou Company), obtained the power business license issued by the Central China Regulatory Bureau of the National Energy Administration, and the project realized grid connected power generation for commercial operation.

Boya Biology: the subsidiary plans to win the ninth batch of national centralized drug procurement

Boya Biology (300294) announced in the evening of November 8 that oxytocin injection of Nanjing Xinbai Pharmaceutical Co., Ltd., a wholly-owned subsidiary, and sitafloxacin tablets of Jiangxi Boya Xinhe Pharmaceutical Co., Ltd. were proposed to be selected for this centralized purchase.

Rundu Shares: Rabeprazole Sodium Enteric coated Tablets to be selected

Rundu Shares (002923) announced in the evening of November 8 that the company's rabeprazole sodium enteric coated tablets (specification: 20mg) were to be selected from the ninth batch of national centralized drug procurement.

Zhonghong Medical: multiple medical consumables centralized purchase projects are proposed to be selected for the products of subsidiaries

Zhonghong Medical (300981) announced in the evening of November 8 that Kelun Medical Instruments, a holding subsidiary of the company, recently participated in the bidding work for the centralized purchase of low value medical consumables in Hunan Province, the fourth batch of centralized purchase of medical consumables in Fujian Province, and the second batch of centralized purchase of medical consumables in Henan Province Eastern Henan Area Alliance. According to the announcement of the proposed winning results on the official websites of Zhuzhou Alliance Pharmaceutical Centralized Price Limit Procurement Platform, Fujian Medical Security Bureau and Kaifeng Medical Security Bureau, Kelun medical equipment disposable light proof infusion set, disposable vacuum blood collection tube and other products are among them.

Aimeike: signed a distribution agreement with Jeisys Medical Inc., South Korea

Aimeike (300896) announced in the evening of November 8 that the company signed a Distribution Agreement with Jeisys, Jeisys authorizes the company to be responsible for the promotion, distribution, sales and related services of its Density and LinearZ medical beauty treatment equipment and supporting consumables in mainland China (excluding Hong Kong, Macao and Taiwan). The company has exclusive rights to the above agreed products in the above regions and is the exclusive distributor in mainland China. The agreement shall come into force from the date of official signature by the authorized representatives of both parties, and the validity period shall start from the effective date and end 10 years after the product has obtained regulatory approval.

China Construction Development Co., Ltd.: subsidiary China Construction Development Real Estate Co., Ltd. won the plot in Xiamen

Construction Development Shares (600153) announced in the evening of November 8 that its holding subsidiary, Construction Development Real Estate, had successfully won the land use right of Xiamen "2023P12" plot through public auction. The total price of the plot is 4.84 billion yuan, and the land uses are urban residential land, retail commercial land, other commercial land (nursery institutions), and public facilities land (three in one sanitation facilities).

Puli Pharmaceutical: Etibatide injection has obtained the marketing license in Israel

Puli Pharmaceutical (300630) announced on the evening of November 8 that the company had recently received the marketing license of etibalide injection issued by the Pharmaceutical Department of the Ministry of Health of Israel.

Fangsheng Pharmaceutical: Cefpropene tablets passed the consistency evaluation of generic drugs

Fangsheng Pharmaceutical (603998) announced in the evening of November 8 that the company received the Notice of Approval of Supplementary Application for Cefpropene Tablets issued by the State Food and Drug Administration, confirming that the drug passed the evaluation of quality and efficacy consistency of generic drugs.

Fudan Zhangjiang: doxorubicin hydrochloride liposome injection passed the consistency evaluation

On the evening of November 8, Fudan Zhangjiang (688505) announced that the company had recently received the Notice of Approval of Drug Supplement Application for the quality and efficacy consistency evaluation of chemical injection generic drugs approved and issued by the State Food and Drug Administration, and Doxorubicin Hydrochloride Liposome Injection (trade name: Libotex ®） The quality and efficacy consistency of generic drugs were evaluated.

Step Pharmaceuticals: the clinical trial of BC001 drug for injection of the holding subsidiary was approved

Buchang Pharmaceutical (603858) announced in the evening of November 8 that the clinical trial application for the new indications of Luzhou Buchang's under development variety "BC001 for injection", a holding subsidiary of the company, was approved by the State Food and Drug Administration and received the Notice of Drug Clinical Trial Approval, The indication to be carried out is BC001 combined with traflouridine and tepiridine tablets in the first-line and second-line standard treatment of metastatic colorectal cancer that fails or is not tolerated.

Hansen Pharmaceutical: isoniazid tablets passed the consistency evaluation

Hansen Pharmaceutical (002412) announced in the evening of November 8 that the company had recently received the Notice of Approval of Supplementary Drug Application for the chemical drug "isoniazid tablets" approved and issued by the State Food and Drug Administration. The drug passed the evaluation of the consistency of quality and efficacy of generic drugs.

Concino: Phase I clinical trial of recombinant herpes zoster vaccine was launched in Canada and the first subject was enrolled

Concinor (688185) announced in the evening of November 8 that the company's recombinant herpes zoster vaccine (adenovirus vector) recently launched Phase I clinical trial in Canada, and completed the first patient enrollment.