[Pindashi]
Shenzhen Expressway: was staked by China Merchants Highway and its subsidiaries, and held 5% of the shares
Shenzhen Expressway (600548) announced that China Merchants Highway and its wholly-owned subsidiary Jiaxuan Holdings increased its holdings of the company's A shares by 2.1772 million shares and 19.65 million shares through centralized bidding between July 2018 and September 2020.
points: As of September 17, 2020, China Merchants Highway and Jiaxuan Holdings held a total of 109 million shares of the company, accounting for 5% of the company's total share capital. In the next 12 months, China Merchants Highway and Jiaxuan Holdings intend to continue to increase their holdings in the company's shares in a timely manner.
preparation for the establishment of Chongqing Ant Consumer Finance Company was approved. Qianfang Technology and other companies participated in the establishment of
Qianfang Technology (002373) and Yuyue Medical (002223). The China Banking and Insurance Regulatory Commission approved Ant Group's preparation for the establishment of Chongqing Ant Consumer Finance Co., Ltd. Chongqing Ant Consumer Finance Co., Ltd. is jointly funded by Ant Group, Nanyang Commercial Bank Co., Ltd., Cathay Shihua Bank (China) Co., Ltd., CATL (300750), Qianfang Technology , China Huarong Asset Management Co., Ltd., and Yuyue Medical, with a registered capital of 8 billion yuan.
points: CATL, Qianfang Technology , and Yuyue Medical shareholding ratios are 8%, 7.01%, and 4.99%, respectively.
Shede Wine Industry: The company's financial director took compulsory measures by the public security organs
Shede Wine Industry (600702) announced that the company's financial director Li Fuquan was taken compulsory measures by the public security organs on September 17 for suspected breach of trust and damaging the interests of listed companies. The relevant matters are still to be investigated by the public security organs.
Points: The announcement stated that the company has made proper arrangements for its related work, and this matter will not affect the company's daily business activities.
Zhanzidao : Minsheng Bank raised 90 million yuan in the company for a surviving loan
Zhanzidao (002069) disclosed abnormal fluctuations in stock transactions. Announcement stated that some media reported that the company recently mortgaged the Hokkien scallops in the seabed inventory and obtained a mortgage loan of 90 million yuan from the Dalian Branch of Minsheng Bank.
Points: The announcement stated that the 90 million yuan financing of the company by the Dalian Branch of Minsheng Bank mentioned in the report is not a newly issued loan from Minsheng Bank, but a loan of expiration.
BYD : Production and operation have been normal recently, and no major changes have been found in the operating environment
BYD (002594) disclosed abnormal fluctuations in stock transactions announcement stating that the company does not have information that should be disclosed but has not disclosed. The company's production and operation situation has been normal recently, and no major changes have been found in the internal and external operating environment.
points: On the market, BYD rose 27% this week.
Jinfu Technology: Acquisition of equity of Jiutai Precision Enters Apple, Xiaomi die-cut procurement supply chain
Jinfu Technology (300128) announced that the company plans to purchase 70% of Jiutai Precision's equity by issuing shares and paying cash, with a transaction price of 560 million yuan, and plans to raise supporting funds. This transaction is not expected to constitute a major asset restructuring. Jiutai Precision’s main business is consumer electronics functional precision die-cutting devices.
points: Through this transaction, the company will further expand its product types and enter the die-cut procurement supply chain of Apple and Xiaomi. The company's stock resumed trading on September 18.
hangjin Technology : The actual controller intends to be changed to Wuhan State-owned Assets Supervision and Administration Commission
hangjin Technology (000818) announced that the company's controlling shareholder Xinyu Haoyue and Wuhan Xinneng Industrial Development Co., Ltd. signed a debt restructuring agreement on September 16. Xinyu Haoyue plans to transfer the 113 million shares of the company to Wuhan Xinneng Industrial for an agreement of 2.81 billion yuan.
Points: After the transfer is completed, the company's controlling shareholder will be changed to Wuhan Xinneng Industrial, and the actual controller will be changed to Wuhan State-owned Assets Supervision and Administration Commission.
ST Changjiu: It plans to be invested in Zhongyan Technology for a price of more than 3.5 billion yuan. The main business has become a third-party online shopping guide platform
ST Changjiu (600228) announced that it plans to replace all assets and liabilities of the company's parent company except for monetary funds, input tax to be deducted and income tax as planned as the asset to be transferred, and replace them with the equivalent part of all shares of Zhongyan Technology held by 14 other counterparties including Shanghai Xiangrui. The assets are planned to be sold at a price of 70.7231 million yuan, and the assets are planned to be sold at a price of 3.537 billion yuan. The company will purchase the remaining difference in cash and issuance of shares.
Question: After the transaction is completed, Zhongyan Technology will become a subsidiary of the company, and the company's main business will be changed to a third-party online shopping guide platform.
Yiling Pharmaceutical: lisinopril tablets and acyclovir capsules were approved by the US FDA approval document number
Yiling Pharmaceutical (002603) announced that the wholly-owned subsidiary Wanzhou International Pharmaceutical has a brief application for new drugs for lisinopril tablets and acyclovir capsules (ANDA, the US generic drug application) submitted to the US FDA.
Question: Lisinopril tablets are mainly used to treat primary hypertension and renal vascular hypertension. The sales in the US market in 2019 were about US$131 million; acyclovir capsules are mainly used to treat herpes virus infection, and the sales in the US market in 2019 were about US$180 million.
Jinling Hotel: It plans to participate in the establishment of the Jinling Cultural Tourism Industry Fund
Jinling Hotel (601007) announcement. The company plans to jointly establish the Jinling Cultural Tourism Fund with Wushan Tourism, Tibet Hongyi, Emerging Industry Investment Company and other units. The scale of the Jinling Cultural Tourism Fund is targeted to be 200 million to 300 million yuan; the first phase subscribed capital is 130 million yuan, of which the company, as a limited partner, plans to subscribe to be 50 million yuan.
Question: The fund is mainly engaged in hotel accommodation projects mainly in the Yangtze River Delta region, investment and acquisition of hotel management companies, and project investment in related cultural and tourism fields.
Runhe Software: Transfer of equity in the equity company, and the expected profit is about 5 million yuan
Runhe Software (300339) announced that the company plans to transfer 3.8194% of Bonaxundong's equity (corresponding to registered capital of 757,500 yuan) to natural person Sun Bing, with a transfer consideration of 26.04 million yuan.
points: After the transaction is completed, the company no longer holds equity in Bonaxundong. The total profit of this transaction is expected to be approximately RMB 5 million.
Chiron Co., Ltd.: The production license capacity of industrial explosives and products has been increased to 141,000 tons
Chiron Co., Ltd. (002783) announced that the company recently received a reply from the Ministry of Industry and Information Technology, and the capacity merger adjustment was approved.
points: After the adjustment, the company's industrial explosives and products production license capacity for civil explosives production licenses was adjusted from 112,000 tons to 141,000 tons; at the same time, the industrial detonator production license capacity was 56.5 million units and the plastic detonator production license capacity was 150 million meters, filling the gap in the company's production license without industrial detonator and plastic detonator pipes.
Haiyin Co., Ltd. : It plans to participate in the Haiyin Co., Ltd.
Haiyin Co., Ltd. (000861) announcement. The wholly-owned subsidiary Haiyin Tianxin plans to participate in the leasing bidding. The shop Tianhe Xintiandi is located at No. 55, Tianyuan Road, , Tianhe District, Guangzhou. The project has a superior geographical location and a total construction area of about 40,000 square meters. It is a community-based shopping center integrating leisure and entertainment, catering, education, and boutique retail. The total amount of the project contract is expected to be 325 million yuan.
Points: The announcement stated that if the bid is successful, the company will sublease the shop in the future to contribute new profit growth points to the company.
CICC Environment: The subsidiary plans to carry out waste precious metal catalyst recycling and treatment and other businesses
CICC Environment (300145) announced that the company's wholly-owned subsidiary Jintailai plans to cooperate with large domestic precious metal catalyst users, overseas mid-to-high-end catalyst manufacturers, etc. to carry out waste precious metal catalyst recycling and treatment outbound processing and leasing and replacement of new precious metal catalysts. Jintailai has a hazardous waste disposal capacity of 180,000 tons/year, and the precious metal resource recycling and utilization technical transformation project it invests in has been put into trial operation.
Points: The announcement stated that if the above-mentioned business is implemented smoothly, it will be conducive to the improvement of capacity utilization and maximizing the efficiency of Jintailai precious metal resource recycling and technical transformation projects.
MKLON : It plans to carry out commercial property asset securitization business
MKLON (601828) announcement, the company plans to carry out commercial property asset securitization business. The Zhejiang Merchants- Red Star Macalline commercial property asset-backed special plan to be established this time is the company as the original stakeholder, Zhejiang Merchants Asset Management serves as the plan manager, and the company's wholly-owned subsidiary Yinhong Home Furnishings is the basic debtor.
points: The announcement stated that the issuance scale of this special plan will not exceed 1.16 billion yuan. After the special plan is established, asset-backed securities will be listed and traded on the Shanghai Stock Exchange.
China Construction: Promote a restricted stock plan that does not exceed 1 billion shares
China Construction (601668) disclosed the draft of the fourth A-share restricted stock plan. The incentive plan grants a total of no more than 1 billion shares, accounting for no more than 2.4% of the company's total share capital. The source of shares is to repurchase the company's shares or other methods.
Points: The announcement stated that the incentive targets for restricted stocks were no more than 2,800, mainly targeting key employees who have an important impact on the realization of the company's strategic goals.
[Observe performance]
Hangjin Technology : Net profit in the first three quarters is expected to drop by 13%-29% year-on-year
Hangjin Technology (000818) disclosed its performance forecast. The company's expected profit in the first three quarters is 170 million yuan-210 million yuan, a year-on-year decrease of 13%-29%. Among them, the expected profit in the third quarter is 83.59 million yuan-124 million yuan, a year-on-year change of -2.85% to 43.64%.
points: According to the operating sector, the electronics sector is expected to earn 110 million yuan to 130 million yuan in the first three quarters. The third and fourth quarters are the peak season for military production, and profitability has improved in the third quarter; the chemical sector is expected to earn 60 million yuan to 80 million yuan, and the sales prices of the company's main products propylene oxide and polyether increased significantly in the third quarter.
Kanghua Bio: Net profit in the first three quarters is expected to increase by 267% year-on-year to 301%
Kanghua Bio (300841) disclosed its performance forecast. The company's net profit in the first three quarters is expected to make a profit of 325 million yuan to 355 million yuan, an increase of 267.37%-301.28% over the same period last year. Among them, the third quarter profit was RMB 142 million to RMB 172 million, a year-on-year increase of 3751.39%-4563.3%, and a profit of RMB 3.695 million in the same period last year.
points: The reason for the company's rapid year-on-year growth in the third quarter of this year is that due to the technical transformation of the workshop in the first half of 2019, sales in the third quarter of 2019 were relatively small.
Huace Navigation: Net profit in the first three quarters is expected to increase by 51% year-on-year to 57%
Huace Navigation (300627) disclosed its performance forecast. The company's expected profit in the first three quarters was 106 million yuan to 110 million yuan, a year-on-year increase of 51% to 57%. Among them, the expected profit in the third quarter is 5249 yuan to 56.49 million yuan, a year-on-year increase of 117% to 134%.
points: In the first three quarters, the company's operating income was expected to increase by about 20% compared with the same period last year, and the amount of non-recurring gains and losses is expected to be about 40 million yuan.
[Sign large order]
Jianghe Group: The subsidiary signed a construction contract of 100 million yuan
Jianghe Group (601886) announced that the company's holding subsidiary Beijing Gangyuan Construction Decoration Engineering Co., Ltd. recently signed a construction project construction contract with Guiyang Hongyi Real Estate Development Co., Ltd.
Points: The project is located in , Nanming District, Guiyang City, with a total contract amount of 100 million yuan, accounting for about 0.53% of the company's operating income in 2019.
Kaier New Materials: The subsidiary won the bid for the procurement and installation project of tunnel decorative materials
Kaier New Materials (300234) announced that the holding subsidiary Sheng Opening Wall won the bid for the 11th section of the Ping Salt Channel Project (tunnel decoration materials procurement and installation) project.
points: The winning bid price is 80.68 million yuan, accounting for 11.77% of the company's operating income in 2019.
Zhongli Group: Pre-winning China Mobile cable product procurement project
Zhongli Group (002309) announced that the company is the winner of China Mobile's centralized procurement target package 2 (380V crosslinked cable for construction) from 2020 to 2021, with a winning share of 20%.
points: The company won the bid amount this time was 197 million yuan, accounting for 1.66% of the company's total operating income in 2019.
Tongyu Communications: Signing a US$100 million antenna product sales agreement
Tongyu Communications (002792) announcement that the wholly-owned subsidiary Tongyu Hong Kong recently signed a sales agreement with Russia Hyundai Communications Technology Co., Ltd., and Tongyu Hong Kong will sell base station antenna products to Hyundai Communications.
points: The total amount of the agreement is expected to be US$100 million, accounting for about 41.51% of the company's operating income in 2019 (the exchange rate is calculated as US$1:6.8 against RMB).
[Add and Reduce Shares]
Huiding Technology: Big Fund has reduced its holdings by 0.61% of its shares and its holdings have dropped below 5%
Huiding Technology (603160) announced that from August 3 to September 17, the National Integrated Circuit Industry Investment Fund (hereinafter referred to as "Big Fund") has reduced its holdings of the company's shares by 2.7966 million shares through centralized bidding transactions, accounting for 0.61% of the company's total share capital. The number of large funds' share reductions has exceeded half, and its plan to reduce its holdings of no more than 1% of the company's shares has not been implemented.
points: After this equity change, the shareholding ratio of the Big Fund is 4.99999489%, and it is no longer a shareholder of the company's holdings of more than 5%.
Tongfu Microelectronics : Big Fund reduces its holdings of the company by 1% and completes its share reduction plan
Tongfu Microelectronics (002156) announcement that the shareholder National Integrated Circuit Industry Investment Fund Co., Ltd. (hereinafter referred to as "Big Fund") has been implemented. Big Fund reduces its holdings of the company's shares by 11.537 million shares through centralized bidding, with a reduction ratio of 1%.
points: After the reduction of holdings, the shareholding ratio of big funds dropped from 20.73% to 19.73%.
New Hope: It plans to repurchase shares of 400 million to 800 million
New Hope (000876) announced that the company plans to repurchase some of the company's public shares through centralized bidding transactions for 400 million to 800 million pm, with the repurchase price not exceeding 40 yuan per share. The intended repurchase of shares will be used for employee stock ownership plans or equity incentives, and the term of repurchase of shares shall not exceed 12 months from the review and approval of the share repurchase plan by the board of directors.
points: On the market, New Hope fell 24% this month.
Jinchen Technology: High-tech Investment plans to reduce its holdings of the company's shares by no more than 5%
Jinchen Technology (300334) announced that the company's shareholder, High-tech Investment Development Co., Ltd., plans to reduce its holdings of the company's shares by no more than 15.1 million shares (accounting for 5% of the company's total share capital) within 6 months through centralized bidding, bulk transactions or a combination of the two.
points: The company's net profit last year was a loss of 830 million yuan, and the net profit in the first half of this year was still a loss of 41.62 million yuan.
Shangpin Home Delivery: Dachen is a shareholder who intends to reduce his holdings of the company's shares by no more than 6%
Shangpin Home Delivery (300616) announced that the company's shareholder Dachen Caixin, which holds a total of 20.92% of the shares and its joint actor Dachen Chuangfu plans to reduce its holdings of the company's shares by no more than 11.89 million shares (accounting for approximately 6% of the company's total share capital) within 6 months.
points: The company's net profit in the first half of the year was a loss of 123 million yuan, a sharp decline of 175%.
Haixia shares: It plans to reduce its holdings of Haiqi Group 11.85 million shares
Haixia shares (002320) within 18 months, based on the securities market conditions, and sell 11.85 million shares of Haiqi Group (603069) shares in accordance with the securities market conditions.
points: The share reduction ratio accounts for about 3.75% of the total share capital of Haiqi Group .
