Special topic: transaction tips
Stock speculation depends Jin Qilin analyst research report , authoritative, professional, timely and comprehensive, to help you tap potential theme opportunities!
[Hot spots]
Polaroid : COFs materials produced in mass by subsidiaries have not been sold in batches
Baolidi (300905) announced changes in stock trading on the evening of April 16 that covalent organic framework materials (COFs) have important application prospects in catalytic chemical industry, gas separation and storage, biological medicine purification, environmental protection treatment, oil separation, nuclear industry wastewater treatment, seawater desalination, photoelectric materials and other fields. The COFs materials mass-produced by Yaoke New Materials (Suzhou) Co., Ltd. (hereinafter referred to as "Yaoke"), a subsidiary of the company, are in the process of industrialization and commercialization, and have not yet been sold in batches. In the future, Yaoke will increase investment in R&D and production, enrich COFs' product types and application scenarios, and further expand capacity to meet the growing market demand. Baolidi rose by 20% today.
Triplet plate Chunguang Technology : The company's share price may fall
Chunguang Technology (603657) issued a risk warning on the evening of April 16 that the company's share price may fall. From April 12, 2024 to April 16, 2024, the stock price of the company rose for three consecutive trading days, with a large short-term increase, which may lead to a risk of decline after a large short-term increase. Risk of significant decline in the company's performance in 2023: On January 31, 2024, the company disclosed the Annual Performance Forecast of Chunguang Technology in 2023. It is estimated that in 2023, the net profit attributable to shareholders of the listed company will reach 27.5 million yuan to 41.2 million yuan, a year-on-year decline of 72.04% to 58.11%, a significant decline in the company's performance compared with the same period last year. The company's circulation plate is small, and there is a risk of speculation in the secondary market. Chunguang Technology went up and down for three consecutive trading days.
Performance
Three squirrels : Net profit in the first quarter was 308 million yuan, up 60.8% year on year
Three squirrels (300783) disclosed the report of the first quarter of 2024 on the evening of April 16. The company realized an operating income of 3.646 billion yuan in the first quarter of 2024, up 91.83% year on year; Net profit attributable to the parent company was 308 million yuan, up 60.80% year on year; Basic earnings per share is 0.77 yuan.
Tiandeyu : Net profit in the first quarter increased by 205% year-on-year
Tian Deyu (688252) released the performance forecast for the first quarter of 2024 on the evening of April 16. It is estimated that the net profit attributable to the owners of the parent company in the first quarter of 2024 will be 32.4173 million yuan, an increase of 21.7885 million yuan or 205% compared with the same period last year. The performance change in this period is mainly due to the company's promotion of sales and market share by introducing new products and optimizing the existing product structure to meet market demand.
Three Gorges Water Conservancy : In the first quarter, the cumulative completed power generation reached 298 million kWh, up 189.52% year on year
Three Gorges Water Resources (600116) announced on the evening of April 16 that in the first quarter of 2024, the hydropower stations of the company's subsidiaries and holding companies had accumulated 298 million kilowatt hours of power generation, up 189.52% year on year. The hydropower stations under the company and its holding company have completed 293.44 million kWh of on grid electricity, up 191.23% year on year.
Shenghua New Material : Net profit in the first quarter increased by 175.25% - 312.88% YoY
Shenghua New Material (603026) released the announcement of performance increase in the first quarter of 2024 on the evening of April 16. It is estimated that the net profit attributable to shareholders of the listed company in the first quarter of 2024 will reach 22 million yuan to 33 million yuan, an increase of 175.25% to 312.88% year on year. In the first quarter of 2024, the market will gradually recover, and affected by the recovery of downstream demand, all units of the company will operate stably; At the same time, we vigorously promoted cost reduction and efficiency increase measures, which effectively supported the current performance.
Xuantai Pharmaceutical : Net profit in the first quarter increased by 201% year-on-year
Xuantai Pharmaceutical (688247) released the performance forecast for the first quarter of 2024 on April 16. It is estimated that the net profit attributable to the owners of the parent company in the first quarter of 2024 will be 23198600 yuan, an increase of 201% year on year. During the reporting period, the company seized the market opportunity, increased product sales, and product sales revenue increased significantly compared with the same period last year.
Chengzhi Shares : The net profit of the first quarter was 154 million yuan, and the loss was reversed year on year
Chengzhi Shares (000990) disclosed its report for the first quarter of 2024 on the evening of April 16, and the company realized an operating income of 2.721 billion yuan, down 19.14% year on year; The net profit was 154 million yuan, with a loss of 56.9798 million yuan in the same period of the previous year, making up losses on a year-on-year basis; Basic earnings per share is 0.13 yuan. The performance growth was mainly due to the continuous improvement of the company's operation and the increase of profitability of major products in the current period.
Xinhua Insurance : The accumulated original insurance premium income in the first quarter was 57.193 billion yuan
Xinhua Insurance (601336) announced in the evening of April 16 that the company's accumulated original insurance premium income from January 1, 2024 to March 31, 2024 was 57.193 billion yuan, and the company operated steadily. In March, the month on month premium income increased significantly, the business scale and value of individual insurance channels increased, and the premium income structure was optimized and improved. In the first quarter, the company's business strategy focused on value growth, optimized the business structure, and the year-on-year decline of the accumulated original insurance premium income narrowed.
Tiantie Shares : The first quarter's expected profit was 13 million yuan to 18 million yuan, and the loss was reversed year on year
Tiantie (300587) released its performance forecast on the evening of April 16. It is estimated that the net profit attributable to the parent company in the first quarter of 2024 will be 13 million yuan - 18 million yuan, with a loss of 8.8281 million yuan in the same period of the previous year, turning around the loss year on year. In the first quarter of 2024, some projects with delayed and hindered construction and slow construction progress due to phased external environment and other reasons will resume normal construction, which will have a positive impact on the revenue of the company's vibration reduction business. In addition, in the first quarter of 2024, with the improvement of downstream demand, the price of lithium salt products began to show signs of recovery. With the production, requisition and sale of the company's inventory, the inventory depreciation accrued will be written off accordingly.
Obi Zhongguang : The revenue in the first quarter is expected to grow by about 52% year on year in 3D scanning and other fields
Obi Zhongguang (688322) released the performance forecast for the first quarter of 2024 on the evening of April 16. Since 2023, the company has focused on making business breakthroughs in the application fields with self-developed core technologies and products as just needed. Initial results have been achieved during the reporting period. In the first quarter of 2024, the company's operating revenue increased by 51.81% over the same period last year, including medical insurance verification 3D scanning and other fields show a rapid growth trend.
Zhaomin Technology : Net profit in the first quarter increased by 68% - 97% year-on-year
Zhaomin Technology (301000) released its performance forecast on the evening of April 16. It is estimated that the net profit attributable to the parent company in the first quarter of 2024 will be 34 million yuan to 40 million yuan, with a year-on-year increase of 68% to 97%. During the reporting period, the company continued to develop new products, expand market share and product value, and strive to improve the performance and quality of products. The number of project fixed-point and new customers continued to increase, especially in the new energy vehicle parts market, and the fixed-point application of many domestic and foreign famous brand new energy vehicles entered the mass production stage, The profit increased year on year.
Commodity City : Net profit in the first quarter decreased by 41.66% year on year
The Small Commodity City (600415) released its report for the first quarter of 2024 on the evening of April 16, and achieved a revenue of 2.681 billion yuan in the first quarter, up 26.42% year on year; The net profit attributable to shareholders of the listed company was 713 million yuan, down 41.66% year on year. The decrease in net profit in the current period is mainly due to the year-on-year decrease in investment income of associates and joint ventures recognized in the current period. In addition, the company's net profit in 2023 will be 2.676 billion yuan, with a year-on-year increase of 142.25%. It is proposed to allocate 2 yuan (tax included) for 10 companies. On the same day, the company announced that it planned to settle in Yiwu and form a sea going fund of about 1 billion yuan as a cornerstone investor, jointly with Shanghai Bo and other external industrial capital. The manager of the fund is Beijing Botong Private Fund Management Co., Ltd. The company plans to form a two wheel drive through the Sailing Fund and Zhijieyuan Port to promote the upgrading of Yiwu's outbound service stock market. According to relevant agreements, the fund will be invested in enterprises with advantages and potential in Yiwu's cross-border outbound chain.
Li Shang National Tide : Net profit in the first quarter increased by 144.57% - 160.87% YoY
Lishang Guochao (600738) released the performance forecast for the first quarter of 2024 on the evening of April 17. The company expects to achieve a net profit attributable to shareholders of listed companies of 60 million yuan to 64 million yuan in the first quarter of 2024, an increase of 144.57% to 160.87% year on year. The company's professional market operation in the current period was repaired rapidly, the rent level was relatively improved, and the commercial retail business continued to develop, leading to a significant increase in the profitability of the main business.
Baiwei Storage : The first quarter is expected to achieve a net profit of 150 million yuan - 180 million yuan year-on-year loss
Baiwei Storage (688525) released the performance forecast for the first quarter of 2024 on the evening of April 16. It is estimated that the net profit attributable to the owners of the parent company in the first quarter of 2024 will be 150 million to 180 million yuan, turning losses into profits compared with the same period of last year (statutory disclosure data). During the reporting period, the storage industry continued to recover and the company's business grew significantly; In addition, the company continues to increase R&D investment in storage solution R&D, chip design, advanced packaging and testing equipment and other fields. The R&D expenditure in the first quarter of 2024 is about 100 million yuan, with a year-on-year growth of more than 200%.
Zhongwei : Net profit in the first quarter increased 5.58% - 17.31% YoY
Zhongwei (300919) released its performance forecast on the evening of April 16. It is estimated that the net profit attributable to the parent company in the first quarter of 2024 will be 360 million to 400 million yuan, with a year-on-year growth of 5.58% to 17.31%. During the reporting period, benefiting from the rapid growth of the global new energy market, the total sales volume of the company's existing battery material systems (nickel, cobalt, phosphorus, sodium) exceeded 60000 tons. The company released a performance report on the same day, and the operating revenue in 2023 was 34.273 billion yuan, up 12.95% year on year; Net profit attributable to the parent company was 1.947 billion yuan, up 26.15% year on year; Basic earnings per share is 2.90 yuan.
Haomei New Material (Rights protection) : The net profit in the first quarter was 58.7133 million yuan, up 177.6% year on year
Haomei New Material (002988) disclosed its report for the first quarter of 2024 on the evening of April 16. The company realized an operating income of 1.411 billion yuan in the first quarter of 2024, up 7.85% year on year; The net profit attributable to the parent company was 58.7133 million yuan, up 177.6% year on year; Basic earnings per share is 0.24 yuan.
[Increase/decrease of holdings]
Nanjing Julong : Shuntian Jingxie and other shareholders plan to reduce their shares in the company
Nanjing Julong (300644) announced on the evening of April 16 that shareholders of the company Jiangsu sainty (Rights protection) International Group Economic Cooperation Co., Ltd. (hereinafter referred to as "Shuntian Economic Cooperation") plans to reduce 505540 shares of the company from May 13 to August 12, accounting for 0.4689% of the total share capital of the company. The shareholders of the Company, Wang Gang, Gu Jiafeng, Luo Yuqing, Xu Liang, Zhou Xiaomei, Liu Zhiwei and Zhang Yechun, plan to reduce their shares in the Company through centralized bidding from April 22 to July 21.
[Repurchase]
Jianghan Xincai : The upper limit of the price of repurchased shares to be adjusted is not more than 25 yuan/share
Jianghan Xincai (603281) announced in the evening of April 16 that the company planned to adjust the upper limit of the share price for this repurchase from no more than 23.5 yuan/share to no more than 25 yuan/share. According to the adjusted upper limit of 25 yuan/share, the number of shares repurchased is about 2 million to 4 million shares.
Guangfeng Technology : The Chairman proposed to buy back the shares of the Company for 20 million yuan to 30 million yuan
On the evening of April 16, Guangfeng Technology (688007) announced that Li Yi, the actual controller, chairman and general manager of the company, proposed to repurchase the company's shares again with over raised funds and self owned funds. The repurchase price should not exceed 27 yuan/share (inclusive), and the total amount of repurchase funds should not exceed 30 million yuan (inclusive) and not be less than 20 million yuan (inclusive), The repurchased shares will be used for employee stock ownership plan or equity incentive.
Minde Electronics : The actual controller proposed that the company buy back shares with 30 million to 60 million yuan
Minde Electronics (300656) announced in the evening of April 16 that Xu Wenhuan, the controlling shareholder, actual controller, chairman and general manager of the company, proposed that the company buy back shares with 30 million to 60 million yuan, and the repurchased shares are all used for equity incentive and employee stock ownership plans.
Jingu Shares : The chairman proposed that the company buy back shares with 30 million yuan to 60 million yuan
Jingu Shares (002488) announced in the evening of April 16 that Sun Fengfeng, the chairman of the company, proposed that the company buy back shares with 30 million to 60 million yuan, and the repurchased shares are intended to be used in the future to implement equity incentive or employee stock ownership plans.
[Award of contract]
Tele communication : Received the project designation letter of about $742 million - $1309 million
Mobile Communications (603236) announced on the evening of April 16 that it had recently received a letter of designation from a world-famous auto parts supplier, choosing the company as its auto module supplier. According to the customer's plan, the designated project is expected to gradually start mass production and delivery from 2026, with a delivery cycle of 8 years from 2026 to 2033. The total sales amount in the project life cycle is estimated to be about $742 million - $1309 million.
Mount Emei A : and PetroChina Sichuan Leshan Sales Branch Signed Cooperation Framework Agreement
Emeishan A (000888) announced in the evening of April 16 that the company signed a three-year Cooperation Framework Agreement with PetroChina Sichuan Leshan Sales Branch. The cooperation content includes the priority guarantee of energy elements, resource sharing to improve the brand, and the promotion of the cultural and tourism projects of Emei Travel Service Co., Ltd.
True blue instrument : It is proposed to sign a water meter business cooperation agreement with the controlling shareholder and its controller
Zhenlan Instrument (301303) announced in the evening of April 16 that the company, its controlling shareholder Shanghai Zenuo and its actual controllers Alexander Lehmann, Werner Lehmann and Marcus Lehmann planned to jointly sign the Water Meter Business Cooperation Agreement, and reached a cooperation intention on Zhenlan Instrument's new business related to water meters in mainland China.
Amway Amway Vietnam Becomes a Supplier of Lezhibao Company
Amway shares (300218) announced in the evening of April 16 that recently, Amway (Vietnam) Material Technology Co., Ltd. ("Amway Vietnam" for short), a holding subsidiary of the company, received an official email notification from LaZ Boy ("Lezhi Bao" for short), and Amway Vietnam officially became a supplier of Lezhi Bao, with the supplier code of 3306151. La-Z-Boy, a famous functional sofa brand in the United States, mainly manufactures, sells, imports, distributes and retails soft furniture, accessories and cabinets (wooden) products.
Huaguang Huaneng : Holding subsidiary won the bid for 799 million yuan EPC project
Huaguang Huaneng (600475) announced in the evening of April 16 that Huaguang Huaneng (Xi'an) Design Institute, a holding subsidiary, received the Letter of Acceptance from Wuxi Nengda Thermal Power Co., Ltd., the tenderee, and determined that the company would win the bid for the "EPC General Contract for the Cogeneration Expansion Project of Wuxi Nengda Thermal Power Co., Ltd.", with the winning amount of 799 million yuan.
[Equity Change]
Yatong Shares : Proposed to transfer 100% equity of Shanghai Yinma Industrial Co., Ltd
Yatong Shares (600692) announced in the evening of April 16 that it planned to transfer 100% of the equity of Shanghai Yinma Industrial Co., Ltd. to Dongtan Construction through the non-public agreement of Shanghai United Equity Exchange, and the transaction price was determined as 22.1324 million yuan according to the evaluation result. This transaction is expected to positively affect the Company's book profit in 2024 by about 5.9292 million yuan.
[Major investment]
March 7th mutual entertainment (Rights protection) : The subsidiary plans to invest no more than 30 million yuan in Qianxing Zhiqing Fund
37 Mutual Entertainment (002555) announced in the evening of April 16 that Anhui Taiyun, a wholly-owned subsidiary of the company, planned to invest in Guangdong Qianxing Zhiqing Venture Capital Partnership (Limited Partnership) (referred to as "Qianxing Zhiqing Fund"). The tentative target total subscription scale of Qianxing Zhiqing Fund is 31 million yuan, and Anhui Taiyun, a wholly-owned subsidiary of the company, plans to contribute no more than 30 million yuan with its own capital as a limited partner. After this investment in Qianxing Zhiqing Fund, Qianxing Zhiqing Fund will directly or indirectly invest in the equity of Guangzhou Lijing Innovation Technology Co., Ltd. (referred to as "Lijing Innovation"). Guangzhou Lijing Innovation Technology Co., Ltd. is a comprehensive company focusing on camera R&D and production.
Suzhou Guzheng : It is proposed to increase the capital of Dexin Chip by 20 million yuan in cash
Suzhou Guzhi (002079) announced in the evening of April 16 that the company's joint-stock company, Dexin Chip, planned to increase its capital and share. Based on the company's current strategic plan, the company's board of directors agreed to increase the capital of Dexin Chip by 20 million yuan in cash. After the completion of this capital increase and share expansion, the registered capital of Dexin Chip was changed to 528 million yuan, and the shareholding ratio of Suzhou Gutechnetium Electronics Co., Ltd. was 17.424%. This capital increase will not lead to changes in the scope of the Company's consolidated statements.
[Merger and reorganization]
Xingguang Shares : Proposed to increase capital to acquire 51% equity of Guangdong Ruifeng Culture Technology
Starlight Shares (002076) announced in the evening of April 16 that the company plans to use its wholly-owned subsidiary Starlight Investment Holdings to increase its own capital of 35387800 yuan to Guangdong Ruifeng Culture Technology Co., Ltd. (referred to as "Guangdong Ruifeng Culture Technology"). After the capital increase, the registered capital of Guangdong Ruifeng Culture Technology will increase from 2008 million yuan to 40979600 yuan, The company will hold 51% of the equity of Guangdong Ruifeng Cultural Technology, and Guangdong Ruifeng Cultural Technology will become the holding subsidiary of the company. This investment is conducive to promoting the rapid development of the company's business in cultural and tourism commercial lighting, stage lighting, urban lighting projects, etc., and forming new growth points.
Henglin Shares : Termination of purchase of 100% equity of related party Hengsheng Zhijian
Henglin Shares (603661) announced in the evening of April 16 that the company planned to purchase 100% of the equity of Hengsheng Intelligent Computing and carry out server procurement. After the signing of the Equity Purchase Agreement, the company continued to pay attention to the delivery progress of computing servers purchased by the target company. As of the signing date of the Equity Purchase Termination Agreement, the delivery progress of servers was not as expected, At the same time, considering the factors such as the company's core main business oriented to foreign trade export and long-term coordinated development of the company's business, it is believed that the implementation conditions of the equity acquisition have changed significantly at present, and the company plans to terminate the purchase of related party equity and carry out server procurement.
Zhongwang Software : It is proposed to acquire 35.34% equity of Beijing Bochao for 53006100 yuan
Zhongwang Software (688083) announced in the evening of April 16 that the company planned to use its own funds of 53006100 yuan to acquire 35.34% of the equity of Beijing Bochao held by minority shareholders Lin Fei, Xiao Zhou, Li Yonghe, Cao Weiwei, Jianzhao Technology and Jianyuan Changxing of Beijing Bochao. After the completion of the transaction, the company holds 100% of the equity of Beijing Bochao, which is a wholly-owned subsidiary of the company. Beijing Bochao is a high-tech enterprise committed to the research and development of electrical industry design software and digital engineering services.
Others
Xinyu Guoke : The company is prohibited from participating in military material engineering service procurement activities for 2 years
Xinyu Guoke (300722) announced on the evening of April 16 that the Military Procurement Network (hereinafter referred to as "Military Procurement Network") issued a punishment announcement on April 16. The Procurement Supply Bureau of the Army Logistics Department decided to ban the company from participating in the procurement of military materials engineering services for two years from April 16, 2024, according to the relevant regulations on military supplier management. During the prohibition period, other enterprises controlled or managed by the legal representative Jin Weiping are prohibited from participating in the military procurement activities within the above scope, and Hou Shuai, the bid representative, is prohibited from participating in the military procurement activities within the above scope on behalf of other suppliers. Since the company's business income from material engineering services with the military in recent years is very small (the proportion of the business income from 2021 to 2023 with the military in the company's main business income does not exceed 1.5% annually), the impact on the company's overall operation is very small. This punishment decision does not belong to administrative punishment and does not touch the situation of major illegal compulsory delisting stipulated by Shenzhen Stock Exchange.
Changjiang Materials : Subsidiary obtains mining license (Analyst Jin Qilin) card
Changjiang Materials (001296) announced in the evening of April 16 that recently, Zhangwu Minerals, a wholly-owned subsidiary of the company, had completed the work related to the transfer of exploration right to mining right of Taijia natural quartz placer in Zhangwu County, Liaoning Province, and obtained the Mining License issued by Fuxin Natural Resources Bureau. Quartz sand is the main raw material required by the company for production. The acquisition of the Mining License by Zhangwu Mineral will further enhance the company's ability to guarantee raw sand resources.
Luxi Chemical : The approval for issuing shares to merge Luxi Group expired
Luxi Chemical (000830) announced in the evening of April 16 that on April 17, 2023, the CSRC issued the Reply on Approving Luxi Chemical Group Co., Ltd. to Incorporate Luxi Group Co., Ltd. and approved the company to incorporate the registration application of Luxi Group Co., Ltd. The reply is valid within 12 months from the date of issuance. Affected by the accident of the company's subsidiary on May 1, 2023, the company failed to complete the share issuance within 12 months from the date of the approval issued by the CSRC, and the approval will automatically become invalid when it expires. At present, the company's production and operation are normal, and the expiration of this approval will not have a significant impact on the company's production and operation activities.
Supersent communication (Rights protection) : Litigation against Lanzhou Kewen Travel Agency due to the failure to return the Cooperation Intent Money upon expiration
Chaoxun Communication (603322) announced in the evening of April 16 that, in view of the fact that Lanzhou Kewen Tourism, the signatory of the Strategic Cooperation Agreement of the company, has not returned the cooperation intention money after the expiration of the period, the company filed a lawsuit against Lanzhou Kewen Tourism with the Guangzhou Intermediate People's Court according to law on April 8, and received the Notice of Acceptance of Cases served by the court on April 15, The amount involved was 218 million yuan.
When the stock market recovers, open an account first! Intelligent fixed investment, condition sheet, individual stock radar... for you>>
Massive information, accurate interpretation, all in Sina Finance APP
Editor in charge: Wang Qilin
