Focus today on
[Three Gorges Energy: plans to invest in three offshore wind farm projects, with a total investment amount of 41.169 billion yuan]
Three Gorges Energy Announcement, the company and its subsidiary Yangjiang Company intend to sign the "Three Gorges Yangjiang Qingzhou 5, 6 and 7 Offshore Wind Farms Transmission Project Cooperation Agreement" with its affiliated person Sanxia Investment and its subsidiaries. Yangjiang Company is the investment entity of the Five, Sixth and Seventh offshore wind farms of the Three Gorges Yangjiang Qingzhou (the approved installed capacity of each period is 1 million kilowatts, totaling 3 million kilowatts, referred to as the main project). The dynamic investment amounts of projects in Qingzhou 5, 6 and 7 were 14.053 billion yuan, 13.761 billion yuan and 13.356 billion yuan respectively, with a total investment amount of 41.169 billion yuan. Among them, the project capital accounts for 25% of the investment amount, totaling 10.292 billion yuan. Qingzhou 5, 6 and 7 projects are the first ultra-large-scale deep-water offshore wind power parity projects in the country to start construction. In addition, the 2 million kilowatts of the Yangjiang Shapa project, which is about to be completed and put into production and power generation, Yangjiang Company's offshore wind power installed capacity has a total of 5 million kilowatts, making it the world's largest offshore wind power company.
[A shares most expensive new stock Hemai Co., Ltd.: It plans to use temporarily idle raised funds not exceeding 4.5 billion yuan for cash management]
Hemai Co., Ltd. announced that it plans to use temporarily idle raised funds not exceeding 4.5 billion yuan for cash management, and is used to purchase investment products with high security, good liquidity and guaranteed principal agreements.
[Zhongcheng Construction: To jointly develop meta-universe applications and other projects with Hongmeng Times]
Zhongcheng Construction Announcement, the company recently signed the "Strategic Cooperation Framework Agreement" with Zhongcheng Cloud Technology, Mozhe Security Technology, and Hongmeng Times. All parties jointly develop projects such as building intelligent big data information processing, AI visualization, meta-universe applications, intelligent construction systems, building information model (BIM), Internet of Things, blockchain and other technologies in the construction and decoration industry.
[Daquan Energy: It plans to invest 300,000 tons/year high-purity industrial silicon and other projects with 33.25 billion yuan]
Daquan Energy Announcement, signed a "Strategic Cooperation Framework Agreement" with Baotou Municipal People's Government , and plans to invest 33.25 billion yuan to build 300,000 tons/year high-purity industrial silicon projects, 200,000 tons/year organic silicon and other projects, 200,000 tons/year high-purity polysilicon projects and 21,000 tons/year semiconductor polysilicon projects. Among them, the total investment of 200,000 tons/year high-purity polysilicon projects and 21,000 tons/year semiconductor polysilicon projects is expected to be 24.25 billion yuan, and the total investment of 300,000 tons/year high-purity industrial silicon and 200,000 tons/year silicone projects is expected to be 9 billion yuan.
[Shangchai Co., Ltd.: intends to participate in the establishment of an equity investment fund, focusing on the fields of automobile new energy]
Shangchai Co., Ltd. announced that the company plans to jointly invest with SAIC Financial Holdings, Shangqi Capital and others to establish the Shangqishan High-tech Power Automobile Industry Equity Investment Fund, and plans to set up a fund target scale of 1 billion, with the first round of closed scale of no less than 800 million, of which the company invested 199 million yuan. The investment direction of this fund is: mainly the automobile industry chain, focusing on the new energy field of automobiles (including drive motors and power batteries), the hydrogen fuel cell industry chain, engine after-processing, assisted driving and autonomous driving, automotive electronics and semiconductors, automotive new materials and other fields.
[ Zijin Mining : plans to invest in Jiayou International and will hold 21.23% of its shares]
Zijin Mining announced that the company's wholly-owned subsidiary Zijin Guomao invested 850 million yuan to acquire 14.21% of Jiayou International's shares through an agreement transfer. After the completion of this agreement transfer, the company will hold a total of 21.23% of Jiayou International's shares and have the right to recommend one director. The actual controller of Jiayou International remains unchanged.
[Changfei Optical Fiber: Sales and signs procurement framework agreement with China Huaxin and Shanghai Nokia Bell ]
Changfei Optical Fiber Announcement, the Group plans to sell optical fiber , optical cables and provide project construction services to China Huaxin and its subsidiaries; it plans to purchase communication equipment products from China Huaxin and its subsidiaries, Shanghai Nokia Bell and its subsidiaries. The maximum amount of transactions for selling goods and providing services to China Huaxin and its subsidiaries is 150 million yuan, and the maximum amount of transactions for purchasing goods is 100 million yuan; the maximum amount of transactions for purchasing goods from Shanghai Nokia Bell and its subsidiaries is 100 million yuan.
investment contract
[Enjie Co., Ltd.: It plans to invest no more than 157 million euros in the Hungary wet lithium battery isolation membrane project]
The board of directors agreed to invest no more than 157 million euros in the Hungarian wet lithium battery isolation membrane project, which will be used for infrastructure and add 3 coating production lines and slitting equipment and other related supporting facilities; after this additional investment, the total investment of the company's Hungarian wet lithium battery isolation membrane project is expected to be about 340 million euros. On the same day, the holding subsidiary Hongchuang Packaging initiated the establishment of a project company Jiangsu Hongchuang Packaging Co., Ltd. in the Jincheng Science and Technology Industrial Park of Jintan Economic Development Zone, Jiangsu Hongchuang Packaging Co., Ltd. invested in the construction of a sterile liquid packaging box project, with a total planned investment of 2 billion yuan.
[ Xinlai Yingcai : plans to invest in the construction of ultra-high clean and ultra-high purity pipeline system projects for 800 million yuan]
Xinlai Yingcai announced that the company plans to establish a wholly-owned subsidiary in Jiangsu Huaian Economic Development Zone to invest in the construction of "ultra-high clean and ultra-high purity pipeline system projects", with a total investment of about 800 million yuan.
[ Zhongcai Technology : The subsidiary plans to invest in the construction project of a wind power blade manufacturing base with 260 sets of annual output]
Zhongcai Technology announced that Zhongcai Technology is planning to jointly establish Zhongcai Technology (Brazil) Wind Power Blade Co., Ltd. (Preparation) with Zhongcai Overseas in Bahia, Brazil, and invest in the construction of a construction project of 260 sets of annual output of wind power blade manufacturing base. The registered capital of Brazilian blades is US$20 million equivalent to Brazilian real, with a total investment of US$28.782 million.
[Ketai Power: Plans to increase capital of 100 million yuan to Zhiguang Energy Storage]
Ketai Power announced that the company plans to sign a capital increase agreement with Zhiguang Energy Storage and its shareholders Zhiguang Electric, etc., to increase capital of 100 million yuan to Zhiguang Energy Storage. After the completion of this transaction, the company acquired a 7.19% stake in Zhiguang Energy Storage. Through this capital increase, the company will increase investment in the energy storage field, which will help accelerate the company's energy storage business development. In addition, the company plans to transfer its 18.18% stake in Zhiguang Energy Saving to Zhiguang Electric, with a transaction price of 86.59 million yuan. After the completion of this equity transfer, the company will no longer hold Zhiguang Energy-saving equity.
[Beijing Gen: Signing a cooperation agreement with Novartis Pharmaceutical Group]
Beijing Gen announced that the company granted an exclusive, time-based option to Novartis Pharmaceutical to enable Novartis Pharmaceutical to obtain exclusive licenses for the development, production and commercialization of the company's under-research TIGIT inhibitor ocperlimab by exercising this option. Under the Cooperation Agreement, Novartis Pharmaceutical will pay a down payment of $300 million to the company; if Novartis Pharmaceutical exercises the option within a limited period, the company is eligible to receive an additional payment of $600 million or $700 million in accordance with the agreement in the Cooperation Agreement, and after achieving the regulatory approval milestone, it is eligible to receive a payment of $745 million; after achieving the sales milestone, it is eligible to receive a payment of $1.15 billion; and the company is also eligible to obtain a tiered license fee.
[Nongshang Environment: Subsidiary signs a strategic cooperation agreement with Huaxiaxin]
Nongshang Environment announced that subsidiary Xinlianwei and Huaxiaxin signed a "Strategic cooperation agreement" to cooperate in new generation processors and SoC products, AI cameras (surveillance), AI embedded development platforms (modules) and other intelligent hardware and modules. On the same day, Jiangxi Keyu and the company's wholly-owned subsidiary Xinlianwei plan to sign a "Microprocessor MCU commissioned development and procurement intention agreement" recently. Jiangxi Keyu plans to entrust Xinlianwei to develop and design general microprocessor MCUs suitable for lithium batteries, and purchase target chips produced based on its R&D design from Xinlianwei, and pay research and development funds and remuneration; Xinlianwei accepts the commission and conducts this research and development work, and subsequently supply target chips according to Jiangxi Keyu's needs.
[ Quartz Shares : Plans to invest 330 million yuan to build a high-purity quartz sand project with an annual output of 15,000 tons]
Quartz Shares announced that it signed the " Investment Agreement " with the Management Committee of Ganyu Economic Development Zone, Jiangsu Province, and plans to invest 330 million yuan to build a high-purity quartz sand project with an annual output of 15,000 tons.
Equity Changes
[*ST Dazhi: Hengyang Hongqi acquired 100% of Hunan Lingpa's equity for 662 million yuan]
*ST Dazhi announced that Hengyang Hongqi signed a "Share Transfer Agreement" with Hunan Lingpa and Shanghai Lingpa, and Hengyang Hongqi acquired 100% of Hunan Lingpa's equity held by Shanghai Lingpa for 662 million yuan. After the completion of this equity transfer, Hengyang Hongqi will not only directly hold the 1 billion yuan property share of Hengpa Power and the 300 million yuan property share of Hengpa Power by Hengpa Power, and Hengyang Hongqi joint actor Automobile Technology will also hold the 200 million yuan property share of Hengpa Power through its subsidiary Hunan Lingpa, and Shanghai Lingpa will no longer hold the 300 million yuan equity of Hunan Lingpa.
[Jinfu Technology: plans to purchase 53.42% of Shenjie Environmental Protection's equity for 481 million yuan]
Jinfu Technology announced that it plans to purchase 53.42% of Shanghai Shenjie Environmental Protection Technology Co., Ltd. for 481 million yuan; after the completion of this transaction, Shenjie Environmental Protection will become the company's holding subsidiary and be included in the scope of the consolidated financial statements.
[Baili Technology: The controlling shareholder plans to transfer 5% of the shares to TuoBai Assets]
Baili Technology announced that the controlling shareholder Xinhaixin Investment plans to transfer 5% of the shares it holds to TuoBai Assets, and the total share transfer price is 404 million yuan.
[ Jiangsu Wuzhong : The subsidiary plans to acquire 51% stake in Datu Medical for 166 million yuan]
Jiangsu Wuzhong announced that the company's wholly-owned subsidiary Wuzhong Aesthetics signed a "Share Restructuring Agreement" with Daci International and Datu Medical. Wu Zhong Meixue invested a total of 166 million yuan through capital increase and equity transfer to obtain 51% of the equity of Datu Medical. Dace International currently enjoys the exclusive sales agency rights of the Korean company RegenBiotech, Inc product AestheFill (Chinese name: AestheFill, a type of multi-shuang lactic acid baby face needle) in mainland China; Dace International has granted the above agency rights to Dace Medical, and Dace Medical applies to the National Medical Products Administration for approval for marketing.
[ Lianmei Holdings : Accelerate the layout of hydrogen energy industry]
Lianmei Holdings announced that the company's wholly-owned holding company Lhasa Lianhong Technology Development Co., Ltd. invested RMB 100 million to acquire 3.3965% of the equity of Edelman Hydrogen Energy Equipment Co., Ltd. held by natural person Gong Jing. Edelman Hydrogen Energy was founded in 2016 and is one of the leading providers of hydrogen-fueled automobile power system solutions for the research and development and production of metal bipolar plates, membrane electrodes, fuel cell , and fuel cell system as the core components. As the leading A-share cleaning heating company, Lianmei Holdings will cooperate in depth with Edelman Hydrogen Energy to gradually establish technical standards and systems for hydrogen cogeneration, and jointly promote and lead the maturity of related technologies and business models.
[Haishi Innovation: It plans to publicly transfer the equity of Handing Financial Holdings and Handing Leasing]
Haishi Innovation Announcement, as the company's strategy focuses on the main business of smart cities and smart medical care, the financial leasing business has suspended new business since 2020. The company plans to publicly transfer 100% of the equity of Handing Financial Holdings and 25% of the equity of Handing Leasing. The total appraised value of the target equity net assets is 140 million yuan.
Increase and decrease holdings and repurchase
[*ST Xishui: Shareholder Mianshi Fangda plans to reduce his holdings by no more than 6%]
*ST Xishui Announcement, shareholder Mianshi Fangda plans to reduce his holdings by no more than 6% and return the stock pledge financing loan of Zhongtai Securities Co., Ltd.
[ Zhendong Pharmaceutical : The controlling shareholder plans to reduce its holdings of shares by no more than 6%]
Zhendong Pharmaceutical announced that the controlling shareholder Zhendong Group plans to reduce its holdings of shares that do not exceed 6% of the company's total share capital during the period of reduction, that is, 61.65 million shares.
[ Helenzhe : Meitong Company plans to reduce its holdings of no more than 6% of its shares]
Helenzhe announced that shareholder MEI TUNG (CHINA) LIMITED (referred to as "Meitong Company") plans to reduce its holdings of the company's shares through centralized bidding, bulk transactions, and agreement transfers, with the reduction of no more than 62.45 million shares (accounting for 5.9995% of the company's total share capital). In addition, the total number of shareholders Jiangsu Mechanical and Electrical Co., Ltd. plans to passively reduce its holdings due to overdue default of margin financing and securities lending contracts, accounting for 0.96% of the company's total share capital.
[Runyang Technology: Many shareholders plan to reduce their holdings by no more than 5.52% of their shares]
Runyang Technology announced that shareholder Fei Xiaofeng, director Tong Xiaoling, director and senior management Wan Lixiang, and specific shareholder Ningbo Anyang plan to reduce their holdings by no more than 5.52%.
[Information Development Announcement: The Chairman plans to reduce his holdings of no more than 2.9981% of the shares]
Information Development Announcement. Due to personal funding needs, Chairman Zhang Shuhua plans to reduce his holdings of the company's shares by no more than 6.15 million shares through centralized bidding and bulk transactions within 6 months from the date of the announcement, which is no more than 2.9981% of the company's total share capital.
[Jinlet: Jiang Xiaorong plans to reduce his holdings of no more than 2% of the shares]
Jinlet announced that the major shareholder Jiang Xiaorong plans to reduce his holdings of no more than 2% of the company's shares through bulk transactions.
Operating performance
[ China Telecom : The number of users of 5G packages in November increased by 10.27 million]
China Telecom Announcement, in November 2021, the number of mobile users in that month was 371.94 million, including: 178.76 million 5G package users; 169.32 million wired broadband users; 106.8 million fixed phone users. In November, the number of users of 5G packages increased by 10.27 million, and the total net increase of 92.26 million that year.
contract project won the bid for
[ Tunnel Co., Ltd. : the joint venture won the bid for 3.635 billion yuan Singapore cross-island line Phase I project]
Tunnel Co., Ltd., the company's wholly-owned subsidiary Tunnel Singapore Company and LTSamboCo., Ltd. (Sanbao Singapore Branch of South Korea) formed a joint venture and won the bid for the "Singapore Cross-island Line Phase I CR102 bid". This project is the first phase of Singapore cross-island line project, with the winning bid amount of 780 million Singapore dollar (approximately RMB 3.635 billion), and the Tunnel Singapore company accounts for 70%. The total construction period of the project is about 8 years and is expected to end on December 31, 2029.
[ Donghua Technology : Pre-winning methanol comprehensive utilization project general contracting]
Donghua Technology Announcement, the company learned from the China Bidding Public Service Platform, China Procurement and Bidding Network, Anhui Provincial Bidding Information Network and other websites that the company was identified as the first winning candidate for the methanol comprehensive utilization project general contracting project (Segment 2, methanol comprehensive utilization project EPC general contracting ) of the methanol comprehensive utilization project. The bid price was approximately 1.698 billion yuan.
[Huaguang Energy: Subsidiary jointly won the bid for a project general contracting project of 844 million yuan]
Huaguang Energy announced that the holding subsidiary Municipal Design Institute and China Railway No. 19th Bureau Group Sixth Engineering Co., Ltd. won the bid for the "Wuxi China Railway Construction New Infrastructure R&D Innovation Industrial Park EPC Engineering General Contracting (Phase I)" project, with a winning amount of 844 million yuan.
[ Zhonggong International : The consortium won the bid for the kitchen waste treatment plant project PPP project ]
Zhonggong International Announcement, the consortium won the bid for the social capital party procurement of the kitchen waste treatment plant project in Dalian City Central District. The total investment of the project is 535 million yuan, and the garbage disposal service fee is 239 yuan/ton.
[ Dayu Water Saving : The subsidiary consortium won the bid for a water supply project of 465 million yuan]
Dayu Water Saving Announcement, the subsidiary hydropower company consortium won the bid for a general contracting project of Gansu Province's second phase of Tao Diversion and Tao Zhuanglang emergency water supply engineering design, procurement and construction (EPC) with a winning amount of 465 million yuan; the hydropower company is responsible for part of the general management length of about 10.73km, and the estimated amount of this part of the project is 28.61 million yuan.
[ Yaxiang Integration : Winning the bid for the National Memory Base Project (Phase I) FAB2, etc.]
Yaxiang Integration Announcement, Winning the bid for the Yangtze Memory and Memory and Electrical Design Procurement and Construction General Contracting Project FAB2a General Distribution Package, with a winning amount of 278 million yuan.
[360: The subsidiary consortium won a bid for a city security project of 210 million yuan]
360 announcement, the wholly-owned subsidiary Shanghai Kaijin Information Technology Co., Ltd. won the bid for the informationization and supporting facilities project of the Shanghai Urban Security Brain Project, with a bid price of 210 million yuan.
Financing and Private Increase
[Baichuan Changyin: It plans to issue convertible bonds of no more than 420 million yuan, for biogas comprehensive utilization projects, etc.]
Baichuan Changyin announced that it plans to issue convertible bonds to unspecified objects to raise no more than 420 million yuan, for biogas comprehensive utilization projects, purchase of mobile energy storage vehicle projects and supplement working capital.
[*ST Bus: plans to raise no more than 167 million yuan from the controlling shareholder’s private placement]
*ST Bus announced that it plans to raise no more than 167 million yuan from the controlling shareholder’s private placement, for property management market expansion projects, information and intelligent upgrade projects, human resources construction projects and supplement working capital.
stock price abnormal
[Two-single board power source: hydrogen energy power supply products and new energy vehicle battery swap station charging module have little impact on the company's overall performance]
power source issued abnormal Notice: The company has paid attention to some recent reports from public media on the company's hydrogen energy field and electric vehicle battery swap products and businesses. As of September 30, 2021, the unaudited operating income of the company's hydrogen energy power supply products and new energy vehicle battery swap station charging module was RMB 23.2 million, and the operating income accounted for 3% of the company's total operating income, which had a small impact on the company's overall performance.
[Second consecutive boards Jiangsu Sunshine : The company has not signed an agreement on photovoltaic new energy project]
Jiangsu Sunshine issued an announcement of abnormal stock price movements. The company recently paid attention to media reports Bayannur Municipal People's Government , Urat Qianqi People's Government and the company's controlling shareholder Sunshine Group signed a cooperation agreement on the full-industry chain project framework for photovoltaic new energy. According to the company's understanding, Sunshine Group signed the aforementioned framework agreement , and the company did not sign the relevant agreement to the outside world. If the company adds new foreign investment, the company will promptly fulfill its relevant information disclosure obligations. The company's current main business is wool spinning and thermoelectricity.
[Three-continuous board Jin Qilin : There is currently no sales revenue for rail transit brake products]
Three-continuous board jin Qilin issued a risk warning announcement. The company is mainly engaged in the research, development, production and sales of friction materials and brake products. The main products are automotive brake pads , automobile brake discs, rail transit brake pads and industrial brake products. It is aimed at the after-sales market (AM market) and the OEM market, of which the after-sales market accounts for more than 80%. The main source of revenue of the OEM factory is still mainly the auto parts of traditional fuel vehicles. The company currently has no sales revenue of rail transit brake products, and the company's revenue structure will not change significantly in the short term. On October 12, 2021, the company closed all the hot-coil contracts that it had built in the early stage, with a cumulative loss of 108 million yuan. The profit and loss of futures closing of subsidiaries will be included in the company's 2021 profit and loss, which will have an impact on the 2021 performance.
Other
[*ST Xifa: Received the case filing notice from the Economic Investigation Detachment of the Public Security Bureau of Lhasa City]
*ST Xifa announced that the company received the case filing notice from the Economic Investigation Detachment of the Public Security Bureau of Lhasa City, Tibet Autonomous Region on December 17: On October 24, the company was suspected of breach of trust and damaging the interests of listed companies (Borrowing from Chongqing Fangfang, Borrowing from Chengdu Hongxiangshun, Borrowing from Xinjiang Riguangtongyuan) of the Economic Investigation Detachment of Lhasa City, on October 24, and has decided to file a case for investigation.
[Guofeng Plastic Industry: Securities abbreviation plans to be changed to Guofeng New Materials]
Guofeng Plastic Industry announced that it plans to change the company name to "Anhui Guofeng New Materials Co., Ltd." and the securities abbreviation plans to change the company's name to "Guofeng New Materials Co., Ltd." and the securities abbreviation plans to change it to "Guofeng New Materials".
[Hubei Yihua: Subsidiary synthetic ammonia urea device temporarily suspended production]
Hubei Yihua announced that due to the restriction of the supply of natural gas in winter, all subsidiary combined with chemical synthetic ammonia and urea devices will be suspended from December 20, 2021. United Chemical's temporary suspension of production is expected to reduce the company's operating income in 2021 by 81.4091 million yuan, and reduce the net profit attributable to the parent company's owners by about 8.67 million yuan.
[Bronco Battery: The company resumes work and production in full]
Mustang Battery Announcement, At present, the company's area has been lifted from the lockdown. The company resumed work and production in full on December 20, 2021, and implemented comprehensive prevention and control measures to ensure the health of employees and the normal operation of the company. As of the date of announcement, the company's production capacity resumption can meet the requirements of the order delivery plan, and the company's acceptance of new orders has not been significantly affected. This orderly temporary suspension of production has not had a significant adverse impact on the company's production and operation.
[Zhengguang Co., Ltd.: The wholly-owned subsidiary Ningbo Zhengguang began to resume work and production in an orderly manner on December 20]
Zhengguang Co., Ltd. announced that the wholly-owned subsidiary Ningbo Zhengguang began to resume work and production in an orderly manner on December 20, striving to minimize the impact of this epidemic.
[Ningbo Fubon: Aluminum profile company has begun to resume work and production in an orderly manner]
Ningbo Fubon announced that as of the date of this announcement, the aluminum profile company has begun to resume work and production in an orderly manner.
[Sunshine City: Chen Yilun applies to resign from the position of director of the 10th Board of Directors]
Sunshine City announced that Chen Yilun applied to the company's board of directors to resign from the position of director of the company's 10th Board of Directors due to work reasons, and will no longer serve as a member of the board of directors' Nomination Committee.
