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[Hot spots]
Jindun Shares : The duct fan of the flying car is still in the research and development stage
On the evening of April 18, Erlian Jindun Shares (300411) disclosed the abnormal fluctuation of stock trading and risk warning announcement, which said that the bypass fan of flying cars is still in the research and development stage and has not been applied. The company specially reminded investors to pay attention to investment risks, make rational decisions and invest prudently. The Company and the largest shareholder have no major issues that should be disclosed but have not been disclosed, or are in the planning stage.
Zhengdan Shares : The sustainability of price fluctuations of TMA products is uncertain
Zhengdan Shares (300641) announced changes in stock trading on the evening of April 18 that the company had experienced three abnormal fluctuations in stock trading, and the short-term rise in stock prices had seriously deviated GEM Composite Index , which is significantly higher than the average value of the chemical raw materials and chemical products manufacturing industry of the company, and the market sentiment is overheated. Recently, the price of TMA market has risen significantly, but the sustainability of price fluctuations of TMA products is uncertain. Investors are kindly requested to invest rationally and pay attention to investment risks. The company has noticed the market rumors about Ineos' permanent closure of its TMA production plant spread on platforms such as the stock bar recently. At present, the company has not directly received the announcement of Ineos' permanent closure of its trimellitic anhydride production plant. Please pay attention to the investment risks.
Performance
Top 100 Group : Net profit in the first quarter increased by 940.84% year on year
Top 100 Group (600865) released its report for the first quarter of 2024 on the evening of April 18, and achieved an operating revenue of 58.9345 million yuan in the first quarter, up 4.29% year on year; The net profit attributable to shareholders of the listed company was 36.3012 million yuan, up 940.84% year on year. During the reporting period, the year-on-year growth of net profit was mainly due to the decrease of losses from changes in the fair value of shares in the current period.
Wanhua Chemical : Net profit in the first quarter increased by 2.57% year on year
Wanhua Chemical (600309) released its report for the first quarter of 2024 on the evening of April 18, and achieved an operating revenue of 46.161 billion yuan in the first quarter, up 10.07% year on year; The net profit attributable to shareholders of the listed company was 4.157 billion yuan, up 2.57% year on year.
Dunan Environment : Net profit in the first quarter was 208 million yuan, up 28.88% year on year
Dunan Environment (002011) disclosed its first quarter report on the evening of April 18, 2024. The company realized an operating income of 2.626 billion yuan in the first quarter of 2024, up 7.31% year on year; The net profit attributable to the parent company was 208 million yuan, up 28.88% year on year; Basic earnings per share is 0.2 yuan.
Pelaya : Net profit in the first quarter increased 45.58% year on year
On the evening of April 18, Praia (603605) released its report for the first quarter of 2024, which realized an operating revenue of 2.182 billion yuan in the first quarter, up 34.56% year on year; The net profit attributable to shareholders of the listed company was 303 million yuan, up 45.58% year on year. In 2023, the net profit will be 1.194 billion yuan, a year-on-year increase of 46.06%. It is proposed to distribute 9.1 yuan of cash dividends (tax included) per 10 shares to all registered shareholders.
Northern Rare Earth : In 2023, the net profit will decrease by 60.38% year on year. It is proposed to allocate 0.7 yuan (tax included)
Northern Rare Earth (600111) released its 2023 annual report on the evening of April 18, 2023, realizing an operating revenue of 33.497 billion yuan, down 10.10% year on year; Net profit attributable to shareholders of listed companies was 2.371 billion yuan, down 60.38% year on year; Basic earnings per share is 0.66 yuan. It is proposed to distribute a cash dividend of 0.7 yuan (tax included) for every 10 shares to all shareholders.
Peach and plum bread : Net profit in the first quarter decreased by 16.95% year on year
Peach Plum Bread (603866) released its report for the first quarter of 2024 on the evening of April 18, with an operating revenue of 1.4 billion yuan, down 5.15% year on year; The net profit attributable to shareholders of the listed company was 115 million yuan, down 16.95% year on year.
Zhongjing Food : The net profit in the first quarter of 2024 will be 50.8677 million yuan, a year-on-year increase of 30.12%
Zhongjing Food (300908) released its first quarterly report on the evening of April 18. The net profit in the first quarter of 2024 was 50.8677 million yuan, a year-on-year increase of 30.12%. During the reporting period, Zhongjing Shanghai's income from onion oil and seasoning ingredients increased; The product structure was optimized, and the material cost was reduced, bringing profit growth.
Quanjude : Net profit in the first quarter was 15.3071 million yuan, up 66.85% year on year
Quanjude (002186) disclosed the first quarter report on the evening of April 18, and the company realized an operating income of 358 million yuan in the first quarter of 2024, up 11.99% year on year; The net profit attributable to the parent company was 15.3071 million yuan, up 66.85% year on year. The company took New Year's Day and the Spring Festival holiday as an important starting point to increase revenue, and made efforts across the line to generate revenue through multiple channels. During the Spring Festival, the catering stores reported good news frequently, with a year-on-year increase of 32.6% in revenue and 287000 person times of consumers, with a year-on-year increase of 27%.
Yiwei Lithium Energy (Rights protection) : In 2023, the net profit will increase by 15.42% year on year, and it is planned to allocate 5 yuan
Yiwei Lithium Energy (300014) disclosed its annual report on the evening of April 18. In 2023, the company realized a total operating revenue of 48.784 billion yuan, up 34.38% year on year; The net profit attributable to shareholders of the listed company was 4.05 billion yuan, up 15.42% year on year; Basic earnings per share was 1.98 yuan. The company plans to distribute a cash dividend of 5 yuan (tax included) for every 10 shares to all shareholders. In 2023, the company will gradually release high-quality production capacity in accordance with the established strategic plan. The shipment scale of power and energy storage battery business will grow rapidly, and the market share will be rapidly improved.
Antu Biology : Net profit in the first quarter increased by 33.93% year on year
Antu Biotech (603658) released its report for the first quarter of 2024 on the evening of April 18, realizing an operating revenue of 1.089 billion yuan in the first quarter, up 5.09% year on year; The net profit attributable to shareholders of the listed company was 324 million yuan, up 33.93% year on year. On the same day, Antu Bio announced that its net profit in 2023 would be 1.217 billion yuan, an increase of 4.28% year on year, and it planned to distribute cash dividends of 10.5 yuan (tax included) per 10 shares to all shareholders.
sentury : Net profit in the first quarter increased by 101.34% year on year
Sen Qilin (002984) released the report of the first quarter of 2024 on the evening of April 18, and realized an operating revenue of 2.115 billion yuan in the first quarter, up 27.59% year on year; The net profit attributable to shareholders of the listed company was 504 million yuan, up 101.34% year on year.
Qi invigorating ophthalmic drug : The net profit in 2023 will increase by 13.39% year on year. It is planned to transfer 10 yuan to 4 yuan
Xingqi Ophthalmology (300573) disclosed its annual report on the evening of April 18. In 2023, the company will achieve an operating income of 1.468 billion yuan, up 17.42% year on year; Net profit attributable to shareholders of listed companies was 240 million yuan, up 13.39% year on year; Basic earnings per share was 1.93 yuan. The company plans to distribute a cash dividend of 30 yuan (tax included) for every 10 shares to all shareholders, and increase 4 shares for every 10 shares to all shareholders with capital reserve.
Yi Zhimi : Net profit in the first quarter was 116 million yuan, up 28.83% year on year
Yi Zhimi (300415) disclosed the first quarter report on the evening of April 18, and the company realized an operating income of 955 million yuan in the first quarter of 2024, up 11.72% year on year; The net profit attributable to the parent company was 116 million yuan, up 28.83% year on year; Basic earnings per share is 0.25 yuan.
[Increase/decrease of holdings]
Five connecting plates Chunguang Technology : Shareholders plan to reduce their shares of the company by no more than 0.5%
Chunguang Technology (603657) announced in the evening of April 18 that the shareholder Fang Xiubao planned to reduce the company's shares by no more than 0.5071%, that is, no more than 698000 shares. The stock price of Chunguang Technology has risen for five consecutive trading days.
Haichen Pharmaceutical : Shareholders plan to reduce their shares of the company by no more than 0.9%
Haichen Pharmaceutical (300584) announced on the evening of April 18 that Liu Xiaoquan, a 5.65% shareholder, planned to reduce the company's shares by no more than 1082700 shares (0.90225% of the company's total capital stock) through centralized bidding and block trading.
Meinong Biology : The shareholder plans to reduce the company's shares by no more than 1%
Meinong Biotech (301156) announced in the evening of April 18 that Li Da, a shareholder of the company with 3.79% of its shares, planned to reduce his holdings of the company's shares by centralized bidding within three months after 15 trading days to no more than 1107300 shares (accounting for 1% of the company's total share capital).
Jiangyan Group : Shareholders plan to reduce their shares of the company by no more than 3%
Jiangyan Group (601065) announced in the evening of April 18 that Xinjian Merchants, one of the 5.04% shareholders, planned to reduce its shares of the company through centralized bidding and block trading. The number of shares to be reduced should not exceed 19.2833 million shares, or 3% of the company's total share capital.
Guobang Medicine : Shareholders plan to reduce their shares of the company by no more than 3%
Guobang Pharmaceutical (605507) announced in the evening of April 18 that the shareholders Zhemin Investment Henghua and Silk Road Fund were the persons acting in concert, holding 5.56% of the company's shares in total. It planned to reduce its total holding of company shares by centralized bidding and block trading to no more than 16.7647 million shares, and the proportion of reduction should not exceed 3% of the company's total share capital.
[Repurchase]
Qinghai Spring : It is planned to buy back shares with 30 million to 50 million yuan
Qinghai Spring (600381) announced in the evening of April 18 that the company planned to buy back shares with 30 million yuan to 50 million yuan, which would be used for subsequent sales, and the price of the repurchased shares would not exceed 8.19 yuan per share.
Guoxin Technology : It is planned to buy back shares with 30 million to 40 million yuan
On the evening of April 18, Guoxin Technology (688262) announced that the company planned to buy back shares with 30 million to 40 million yuan, which would be used for employee stock ownership plans or equity incentives, and the price of the repurchased shares would not exceed 32.56 yuan/share.
Fenghuo Electronics : The controlling shareholder proposed that the company buy back shares with 4.8 million yuan to 9.6 million yuan
Fenghuo Electronics (000561) announced on the evening of April 18 that the company's controlling shareholder Beacon fire communication The Group Co., Ltd. proposes that the company buy back shares with 4.8 million yuan to 9.6 million yuan, and all the repurchased shares will be cancelled to reduce the registered capital.
Xiechang Technology : It is planned to buy back shares with 10 million to 20 million yuan
Xiechang Technology (301418) announced in the evening of April 18 that the company planned to buy back shares with 10 million to 20 million yuan, which would be used to implement equity incentive or employee stock ownership plans, and the buyback price would not exceed 61.22 yuan per share.
[Award of contract]
Qinglong Pipe Industry : Holding subsidiary won the bid for 50.1547 million yuan pipe procurement project
Qinglong Pipe Industry (002457) announced in the evening of April 18 that its holding subsidiary, Ningxia Qinglong Steel Plastic Composite Pipe Co., Ltd., had received the Letter of Acceptance issued by Shanxi Wanjiazhai North Trunk Water Diversion Project Co., Ltd., and Ningxia Qinglong Steel Plastic Composite Pipe Co., Ltd. was the bid winner of Bid III for pipe procurement of Wanjiazhai North Trunk Water Diversion Project. The bid winning amount is 50.1547 million yuan, accounting for 2.43% of the company's total audited business income in 2023.
Jitai Shares : It is proposed to sign the Science and Technology Cooperation Agreement with the Guangdong Hong Kong Macao Greater Bay Area Innovation Research Institute of Hunan University
Jitai Shares (002909) announced in the evening of April 18 that the company planned to sign the Science and Technology Cooperation Agreement with the Guangdong Hong Kong Macao Greater Bay Area Innovation Research Institute of Hunan University to jointly establish the "Joint Research and Development Center for Surface Interface Functions and Smart Materials". In addition, the company will donate 1 million yuan to the Education Foundation of Hunan University to establish the "Hunan University Jitai Stock Scholarship", which will be used to award outstanding students in chemistry, biology and materials of the Guangdong Hong Kong Macao Greater Bay Area Innovation Research Institute of Hunan University and outstanding students of the School of Chemistry and Chemical Engineering of Hunan University.
Salt Lake Shares : The controlling shareholder plans to carry out strategic cooperation with Minmetals Group in the salt lake industry
Salt Lake Co., Ltd. (000792) announced in the evening of April 18 that the company received the Notification Letter from its controlling shareholder Qinghai State owned Assets Investment Management Co., Ltd. (hereinafter referred to as "Qinghai SDIC") on April 18. Qinghai SDIC is planning to carry out strategic cooperation in the salt lake industry with China Minmetals Corporation, and the two sides will jointly build a world-class salt lake industrial base. The relevant scheme has not been finalized and needs to be approved by the relevant competent department. The contents of the Notification Letter do not involve the relevant arrangements for the Company.
Zhongding Shares : The total value of the life cycle of the air suspension system assembly project designation book is about 1.418 billion yuan
Zhongding Shares (000887) announced in the evening of April 18 that its subsidiary Anhui Zhongding Damping Rubber Technology Co., Ltd. had recently received a notice from customers that the company had become a batch supplier of air suspension system assembly products for a new platform project of a new energy brand host factory in China. The life cycle of this project is 6 years, and the total amount of life cycle is about 1.418 billion yuan.
Jin Chengxin : Sign daily operation contract of 754 million yuan
Jin Chengxin (603979) announced in the evening of April 18 that the company, as the leader of the project contractor consortium, had recently undertaken the mining and production business of 1.5 million tons/year in the first mining area of Motianchong Phosphate Mine of Guizhou Jinlin Chemical Co., Ltd., and recently obtained the signed and sealed business contract documents. The contract is a unit price contract with a service life of 7 years. According to the estimated workload within the service life, the total contract amount is estimated to be 754 million yuan.
Leshan Electric Power : Signing the Cooperation Intent Agreement with Sichuan Jianengjia Power Group
On the evening of April 18, Leshan Power (600644) announced that the company and Sichuan Jianengjia Power Group Co., Ltd. signed a Cooperation Intent Agreement on industrial cooperation, development cooperation and other matters between the two sides, making full use of the advantages of Sichuan Jianengjia Power Group in intelligent manufacturing, Internet scientific innovation, research and development and other fields, and strengthening all-round cooperation in products, services, markets and so on; Both parties agree to further explore in-depth cooperation, including but not limited to resource integration, equity investment, etc. The Company and Sichuan Jianengjia Power Group Co., Ltd. are related parties. The signing of this cooperation intention agreement is the exploration of the transformation of the company's "intelligent manufacturing+Internet scientific innovation", which is conducive to the transformation and development of the company.
Feilong Shares : Turbocharger housing pointing protocol received
Feilong Shares announced on the evening of April 18 that the company had recently received the Project Designation Agreement from an internationally renowned auto parts company. According to the agreement, the company became the supplier of turbocharger housing for a project of the customer, with an estimated sales revenue of about 320 million yuan in the life cycle.
Qingyun Technology : Holding subsidiary signed a 170 million yuan accounting service contract
Qingyun Technology (688316) announced in the evening of April 18 that Beijing Qingyun Intelligent Computing Technology Co., Ltd. (hereinafter referred to as "Qingyun Intelligent Computing"), the holding subsidiary of the company, signed the Computing Service Contract with customers, with a total contract fee of 170 million yuan (tax included). The main transaction content is that Qingyun Intelligent Computing uses the company's AI intelligent computing platform to provide customers with computing power, computing power management, scheduling, resource integration and management, diverse heterogeneous computing power support, etc.
Changyang Technology : Signed the Joint Development Agreement with Huizhixing
Changyang Technology (688299) announced in the evening of April 18 that the company had recently signed a Joint Development Agreement with Ningbo Huizhixing New Material Technology Co., Ltd. The two sides worked together to promote the R&D and application of CPI and PET functional film materials and other products, and jointly promote the nationalization of key optical films.
[Equity Change]
Chongqing Road and Bridge : Termination of acquisition of no more than 15.01% equity of Lanzhi Company
Chongqing Road and Bridge (600106) announced in the evening of April 18 that it would terminate the acquisition of no more than 15.01% of the equity of Lanzhi Company by means of "capital increase+acquisition of old shares". In addition, the company will achieve a net profit of 211 million yuan in 2023, a year-on-year increase of 4.22%, and it is proposed to pay 0.48 yuan (tax included) for every 10 shares.
[Major investment]
Hesheng Shares : It is planned to invest 1.5 billion yuan in the construction of Yibin Hesheng New Energy Vehicle High end Parts Project
Hesheng Shares (002824) announced in the evening of April 18 that Guangdong Hesheng New Energy, a wholly-owned subsidiary, signed the Investment Agreement with the Management Committee of Sanjiang New Area, Yibin. According to the agreement reached by both parties through consultation, it was decided to invest in the construction of the high-end components project of Yibin Hesheng new energy vehicles in the Sanjiang New Area of Yibin, with an estimated total investment of 1.5 billion yuan.
Jiuhua Tourism : It is planned to invest 326 million yuan in Jiuhua Mountain Lion Peak Scenic Area Passenger Ropeway Project
Jiuhua Tourism (603199) announced on the evening of April 18 that it plans to invest in the passenger ropeway project of Jiuhua Mountain Lion Peak Scenic Area, with an estimated investment amount of 326.07 million yuan and a construction period of 24 months.
Sanfu Shares : It is proposed to increase the capital of Sanfu New Materials, a holding subsidiary, with its own capital of 490 million yuan
Sanfu Shares (603938) announced in the evening of April 18 that it planned to increase the capital of its holding subsidiary Sanfu New Materials with its own capital of 490 million yuan. The remaining shareholders of Sanfu New Materials Tangshan Sanfu Technology Co., Ltd. and natural person shareholder Sun Liang gave up the same proportion of capital increase. After the capital increase, the company directly holds 93.19% of the equity of Sanfu New Materials, and controls 6.56% of the equity of Sanfu New Materials through Sanfu Technology, the company's holding subsidiary. In addition, the Company realized a net profit attributable to shareholders of listed companies of 10.467 million yuan in the first quarter, down 89.65% year on year.
[Refinancing]
Bank of Suzhou : Issuance of financial bonds approved by the Central Bank
Bank of Suzhou (002966) announced on the evening of April 18 that it had recently received the "Administrative Permit" issued by the People's Bank of China (Analyst Jin Qilin) The Letter of Decision agreed that Bank of Suzhou would issue financial bonds in the national inter-bank market and overseas markets. The new balance of financial bonds in 2024 would not exceed 12 billion yuan, and the year-end balance of financial bonds would not exceed 34.3 billion yuan. The validity period of the administrative license is up to December 31, 2024, during which the bank can choose the time of installment issuance.
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Editor in charge: Wang Qilin
