1. Policy trends
Central Bank : Promote the implementation of policy and development financial instruments in an orderly manner
On July 13, Zou Lan, Director of the Monetary Policy Department of the People's Bank of China, said that the next step The People's Bank of China will work with relevant departments in accordance with the party The central government and the State Council have made decisions and arrangements to promote the implementation of policy and development financial instruments in an orderly manner; in accordance with the requirement that financial instruments account for no more than 50% of project capital, it is expected that financial instruments will account for no more than 10% of the total investment of each project; capital After the full amount of the funds is in place, the early 800 billion yuan of policy and development medium- and long-term credit funds can be followed up in time, and social capital such as commercial bank loans will also follow up quickly to jointly help form the physical workload of the project and stabilize the macro economy Large market .
Ministry of Housing and Urban-Rural Development and National Development and Reform Commission: Carbon emissions in urban and rural construction will peak before 2030
On July 13, the Ministry of Housing and Urban-Rural Development and the National Development and Reform Commission released the "Implementation Plan for Carbon Emissions in Urban and Rural Construction to Peak." The "Plan" proposes that carbon emissions in the urban and rural construction sector will reach a peak before 2030, and the green and low-carbon development policy system and institutional mechanisms for urban and rural construction will be basically established; the use of new energy vehicles will be encouraged and the construction of community charging and swapping facilities will be promoted; and support for the urban and rural construction sector will be improved. Relevant fiscal policies for carbon peak and implementation of preferential tax policies.
Guangdong: Supporting leading green companies to carry out mergers and acquisitions and reorganizations
On July 13, the General Office of the Guangdong Provincial Government issued the "Implementation Plan for the Development of Green Finance in Guangdong Province to Support Carbon Peak Action", proposing to strengthen support and services for green companies to go public, and guide Various types of qualified green companies will be listed for financing and refinancing, and a regional equity trading market will be innovatively developed with a green dual-carbon board. Support leading green enterprises in carrying out mergers, acquisitions and reorganizations. Guide angel investment , venture capital, and private equity investment funds to invest in green key core technology research and other fields.
At the same time, we will establish a green bond project reserve and build a green bond issuance service center to support Guangdong-Hong Kong-Macao Greater Bay Area mainland enterprises to issue green bonds in Hong Kong and Macao. Explore cross-border green financing and cross-border transfer of green financial assets, and support foreign investors to participate in green investment through direct investment, qualified foreign institutional investors (QFII), qualified foreign limited partners (QFLP) and other channels.
2. Company News
CIMC Vehicles : Shareholders and persons acting in concert are expected to reduce their holdings by no more than 6% of their shares
On July 13, CIMC Vehicles (301039.SZ) announced that Shanghai Taifu and Taizhou Taifu planned to The total reduction of the company's A-shares held by centralized bidding transactions shall not exceed 40.352 million shares, which does not exceed 2% of the company's total share capital; Shanghai Taifu and Taizhou Taifu plan to reduce the total holdings of the company's A-shares by no more than 40.352 million shares through centralized bidding transactions. More than 80.704 million shares, that is, no more than 4% of the company's total share capital. Shanghai Taifu and Taizhou Taifu are controlled by the same entity and are persons acting in concert.
CSG A: After receiving the "notification letter" from Chongqing Yan Yu, Zhongshan Runtian Investment will reduce its holdings of 67.65 million shares of the company's stocks in the near future.
On July 13, CSG A (000012.SZ) announced that the company received Chongqing Yan Yu "Notification Letter" from Financial Leasing Co., Ltd. The notification letter states that the Shenzhen Intermediate Court has sent the " Assistance Enforcement Notice " to the custody brokerage, requiring the custody brokerage to cooperate in using bulk transactions, centralized bidding and other methods to change the price of 67.65 million shares of CSG A held by Zhongshan Runtian Investment Co., Ltd. For stocks, Zhongshan Runtian Investment Co., Ltd. will reduce its holdings in the near future.
Blue Ocean Huateng: Specific shareholder Huang Zhuming plans to reduce his holdings by no more than 330,000 shares
On July 13, Blue Ocean Huateng (300484.SZ) issued an announcement. The company’s board of directors received the "About the Plan to Reduce its Holding of Shenzhen Blue Ocean Huateng" from Mr. Huang Zhuming, a specific shareholder. Technology Co., Ltd.’s shares”, it plans to reduce the number of company shares held by no more than 330,000 shares, accounting for 0.16% of the company’s total share capital.
Xinlitai: Cefepime Hydrochloride for Injection is planned to be selected for the National Drug Collection
On July 13, Xinlitai (002294.SZ) announced that the company’s Cefepime Hydrochloride for Injection (Xinliwei) is planned to be selected for the seventh batch Centralized procurement of medicines across the country.
Healthy Yuan: Meropenem for Injection and Terbutaline Sulfate Solution for Nebulized Inhalation are planned to be selected for collection
On July 13, Healthy Yuan (600380.SH) announced that the company’s related drugs: Meropenem for Injection, Terbutaline sulfate aerosol inhalation solution is proposed to be selected for this centralized procurement.
Hainan Development: Net loss in the first half of the year was 55 million yuan to 71 million yuan, turning from profit to loss year-on-year.
On July 13, Hainan Development (002163.SZ) released its 2022 semi-annual performance forecast. It is expected that the net loss attributable to shareholders of listed companies in the first half of the year will be The loss was 55 million yuan to 71 million yuan, a decrease of 283% to 337% year-on-year. It turned from profit to loss. It is expected that the loss after deducting non-recurring gains and losses would be 56 million yuan to 72 million yuan. The reason for the change in performance is that the current period's photovoltaic glass business was affected by the increase in energy and raw material prices, and the company's gross profit margin for this period dropped significantly compared with the same period last year. In addition, during this period, orders for the construction and decoration business decreased, project progress was slow, revenue declined, and profits suffered losses.
On the same day, the company announced that the cumulative amount of litigation and arbitration incurred by the company and its holding subsidiaries for twelve consecutive months totaled RMB 100.1635 million, accounting for 11.11% of the absolute value of the company's most recent audited net assets. Among them, the amount of litigation and arbitration cases involving the company and its holding subsidiaries as plaintiffs was RMB 38.7785 million, accounting for 38.72% of the total amount; the amount of litigation and arbitration cases involving the company and its holding subsidiaries as defendants was RMB 61.385 million, accounting for 38.72% of the total amount. 61.28% of the total amount.
Jieshun Technology : Preliminary loss for the first half of the year is 35 million to 45 million yuan, turning from profit to loss year-on-year.
On July 13, Jieshun Technology (002609.SZ) announced its expected net loss attributable to shareholders of listed companies in the first half of 2022. 35 million to 45 million yuan, compared with a profit of 42.4894 million yuan in the same period last year; the net loss after deducting non-recurring gains and losses was 42 million yuan to 52 million yuan, compared with a profit of 34.4056 million yuan in the same period last year.
Kodali: Net profit is expected to increase by 52%-68% year-on-year in the first half of the year.
On July 13, Kodali (002850.SZ) announced that it expects net profit in the first half of the year to be 333 million yuan-368 million yuan, a year-on-year increase of 52%-68%. ; During the reporting period, benefiting from the rapid development of the new energy automobile industry, customer demand for the company's power battery precision structural parts continued to increase, and the company's production and sales of power battery precision structural parts continued to grow steadily.
Hepalink : Net profit in the first half of the year is expected to increase by 40%-60%
On July 13, Hepalink (002399.SZ) announced that the company expects to achieve net profit attributable to shareholders of 473.5 million yuan-542.0 million yuan from January to June 2022, a year-on-year increase 40%-60%. During the reporting period, the company's operating income achieved rapid growth. Thanks to the company's continued development of enoxaparin sodium preparations in various regions around the world, as well as the steady growth of API business orders, the company's heparin industry chain business revenue has achieved rapid growth; at the same time, based on the further growth of orders on hand, as well as on-time With the continuous improvement of the successful delivery rate, the company's CDMO business revenue has maintained a stable and positive trend.
CTI Testing : Net profit in the first half of the year is expected to increase by 18% – 21%
On July 13, CTI Testing (300012.SZ) announced that the net profit attributable to shareholders of listed companies in the first half of 2022 is expected to be 355 million yuan - 365 million yuan, a year-on-year increase of 18%-21%; the net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 317 million-327 million yuan, a year-on-year increase of 29%-33%.
Shahe Shares: Pre-profit in the first half of the year was 42 million yuan to 45 million yuan, turning a year-on-year loss
On July 13, Shahe Shares (000014.SZ) disclosed its 2022 semi-annual performance forecast, and it is expected to achieve attribution to listed companies from January to June 2022 Shareholders' net profit was 42 million yuan to 45 million yuan, an increase of 296% to 310% year-on-year. In the same period last year, there was a loss of 21.46 million yuan. The main reason for the change in performance was that during the reporting period, the carryover income from the Changsha Shahe City project increased year-on-year, and the gross profit increased year-on-year.
Lihe Technology Innovation: Net profit is expected to drop by 30%-41% year-on-year in the first half of the year
On the evening of July 13, Lihe Technology Innovation (002243.SZ) released a performance forecast stating that the net profit in the first half of the year is expected to be approximately 110 million yuan-130 million yuan. yuan, down 30%-41% year-on-year.The reason for the change in performance is that due to the impact of the epidemic, the company made strategic adjustments to the system promotion business of the technological innovation service segment, which declined compared with the same period last year; at the same time, due to the adjustment of the company's business structure and the increase in raw material, labor and logistics costs of the new materials business segment , the comprehensive gross profit margin declined, which had an impact on the company's operating performance during the reporting period.
3. Investment and Financing News
Guosen Securities : Shenzhen Energy The first phase of the Clean Energy Infrastructure Asset Support Special Plan was established
On July 13, Guosen Securities (002736.SZ) announced that the company would serve as a manager to professional investors. The "Guosen Securities Shenzhen Energy Clean Energy Phase I Infrastructure Asset Support Special Plan" issued by institutional investors was officially established. As of the 13th, the special plan/raising account had actually received subscription funds of 3.54 billion yuan, reaching the fundraising scale of the special plan. The expected maturity date is December 27, 2055; the principal and interest will be paid in one lump sum at maturity.
Shenzhen Energy: Issuance of corporate bonds with a face value of RMB 3 billion
On July 13, Shenzhen Energy (000027) announced that the company’s public issuance of corporate bonds with a face value of no more than RMB 20 billion to professional investors has obtained approval from the China Securities Regulatory Commission. Securities Regulatory Commission permission. The final actual issuance scale was RMB 3 billion, of which the final actual issuance scale of Type 1 was RMB 1 billion, with a coupon rate of 3.07%; the final actual issuance scale of Type 2 was RMB 2 billion, with a coupon rate of 3.46%.
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