[Focus on hot topics]

Rayco Defense (002413.SZ) announced that it was concerned that the company's stock price rose or stopped on May 22, 2024. At the same time, the company was concerned that stock trading software stock bar users posted relevant information. The company's recent production and operation situation is normal. There have been no major changes in the internal and external business environment; the company and the largest shareholder holding 5% or more of the company's shares have no important matters relating to the company that should be disclosed but not disclosed, nor are there any important matters in the planning stage. The stock price fluctuated greatly without significant changes in the company's fundamentals. The company kindly invites investors to invest rationally and be aware of risks.

Kang Peng Technology (688602.SH): Does not directly participate in the R&D and production process of Shanghai Zhongke Kangrun and does not produce lubricant base oil products

Kang Peng Technology (688602.SH) announced abnormal stock trading fluctuations. The company paid attention to discussions on the stock bar and other platforms about the business related to the participating company Shanghai Zhongke Kangrun New Material Technology Co., Ltd. (hereinafter referred to as “Shanghai Zhongke Kangrun”). In order to avoid misleading investors, the company explained the matter as follows: Kangpeng Technology has pledged a capital investment of RMB 45134.52 million and strategically took a stake in Shanghai Zhongke Kangrun, with a share ratio of 31.4989%. The above investment is a financial investment. Kangpeng Technology does not directly participate in the R&D and production process of Shanghai Zhongke Kangrun, and does not produce lubricant base oil products. Shanghai Zhongke Kangrun is at the startup stage. Lubricant base oil products are only in pilot production. There is still great uncertainty about future development, and related R&D results are not attributed to Kangpeng Technology.

Rayman Optoelectronics (300162.SZ): New PM-driven glass-based packaging technology cannot be applied to semiconductor integrated circuit chip packaging

Lehman Optoelectronics (300162.SZ) announced serious abnormal fluctuations in stock trading. Recently, the glass substrate concept received attention from market capital. After self-inspection, the company's new PM-driven glass-based packaging technology cannot be applied to semiconductor integrated circuit chip packaging. It is currently in trial production, has not been industrialized, and has not generated revenue.

Longli Technology (300752.SZ): The application of glass substrate materials is currently in the R&D and patent reserve stage, and large-scale mass production is not yet available

Longli Technology (300752.SZ) announced an announcement regarding changes in the company's stock price. The cumulative deviation value of the company's stock trading price increase reached 30% within three consecutive trading days (May 20, 2024 to May 22, 2024). According to the relevant provisions of the “Shenzhen Stock Exchange Trading Rules”, this is a situation where stock trading fluctuates abnormally. The company has found no recent public media coverage of major undisclosed information that may or has had a significant impact on the company's stock trading price. Recently, investors on the Shenzhen Stock Exchange Interactive Easy platform are paying more attention to whether the company's business involves glass substrate business. After verification by the company, the explanation is as follows: (1) The company currently specializes in backlight display module products (LED backlight display modules and mini-LED backlight display modules). (2) The raw materials for mini-LED backlight display modules include substrate materials. Substrate types include FPC, aluminum substrates, PCB boards, glass substrates, etc., and different substrate materials are used according to the performance specifications of the terminal product. Among them, the application of glass substrate materials is currently in the R&D and patent reserve stage, and large-scale mass production has not yet had a significant impact on the company's operations. Investors are kindly requested to invest rationally and be aware of risks.

Jinrui Mining (600714.SH): The high-purity strontium carbonate and electron-grade strontium carbonate products produced are mainly used in the production of liquid crystal glass substrates

Jinrui Mining (600714.SH) announced an announcement of abnormal fluctuations in stock trading. Recently, according to relevant media information, the company was listed as a glass substrate concept stock. After self-inspection, the high-purity strontium carbonate and electron-grade strontium carbonate products produced by the company are mainly used in the production of liquid crystal glass substrates, which is different from semiconductor chip packaging glass substrates.

[Investment projects]

MayAir Technology (688376.SH): Plans to invest 1 billion yuan to build a high-end environmental protection equipment production base project (Phase I)

MayAir Technology (688376.SH) announced that in order to further meet growing market demand and expand the market influence of the company's products, the company plans to invest about RMB 1.0 million (final investment amount is subject to actual investment in project construction) to build a high-end environmental protection equipment production base project (Phase I). The main products of this project are pharmaceutical purification equipment, biosafety filtration equipment, energy-saving fans for purification and air conditioning, EFU purification equipment, high-precision thermostatic and humidity TCC equipment, precision energy-saving fans and motors for purification equipment, commercial and civil microelectrostatic filters, zeolite wheels for dehumidification and VOC control, dust control dust collectors, etc. The project involves the construction of production workshops and supporting facilities and procurement and installation of production equipment.

Shenzhen Expressway (600548.SH): Proposed construction of the He'ao to Shenzhen Airport section renovation and expansion project of the Shenyang-Haikou National Expressway at about 19.23 billion yuan

Shenzhen Expressway (600548.SH) announced that the company plans to invest about 19.23 billion yuan to build the He'ao—Shenzhen Airport section renovation and expansion project of the Shenyang-Haikou National Expressway. Based on the 25-year operating period of this project and the benchmark toll, the project can achieve annual revenue of about 1.6 billion yuan during the operation period (excluding construction service revenue confirmed by Accounting Standard No. 14 during the construction period).

The main project of this project is scheduled to fully commence construction within this year. The construction period is 5 years. The total length is about 41.4 km. The construction project will be divided into a ground floor and a three-dimensional layer, all using two-way 8-lane highway standards, with a design speed of 100 km/h; among them, the ground floor is mainly widened on both sides of the existing aircraft highway, supplemented by local separation and construction, from 6 lanes of the original road to 8 lanes; the three-dimensional floor uses construction as the main solution to connect the highway network. The construction content of this investment project includes the western section (Hezhou Interchange to Shuilang Interchange) 9.4 km of ground with 8 lanes in both directions, 8 lanes in both directions in the middle section (Shuilang Interchange to Laibang Interchange), 8 lanes in both directions on the ground at 27.8 km, and 8 lanes in both directions on the east section (from Laibang Interchange to He'ao Interchange).

[Contract won the bid]

Shuangliang Energy Saving (600481.SH): won the bid for the 2×660MW construction inter-project cooling and cooling system equipment and ancillary facilities procurement project

Shuangliang Energy Saving (600481.SH) announced that it recently received the winning bid results delivered by the bidding agency Beijing Guodian Engineering Bidding Co., Ltd. Project name: Datang Shaanxi Xiwangzhai Integrated Coal and Electricity Project Power Plant 2×660MW Construction Project Procurement Project for Intercooling and Cooling System Equipment and Ancillary Facilities. The estimated bid amount for this project is RMB 10,9.98 million, accounting for 0.48% of the company's audited revenue in 2023.

Shenzhou Digital (000034.SZ): Subsidiary won the bid for China Mobile's 2023-2024 New Intelligent Computing Center (Test Network) procurement (package 12)

Shenzhou Digital (000034.SZ) announced that recently, Shenzhou Digital (China) Co., Ltd., a holding subsidiary of the company, received a “Notice of Winning Bid” from China Post Electric Equipment Group Co., Ltd., the bidding agency, confirming that Shenzhou Digital (China) Co., Ltd. is the supplier for China Mobile's new intelligent computing center (test network) procurement (tender package 12) (tender number: CMCC20240500014) from 2023 to 2024. According to the bid announcement, the bid price of Shenzhou Digital (China) Co., Ltd. was 2,474 billion yuan (excluding tax), with a bid share of 8.48%. In the end, the actual order was based on the actual order.

Tongxing Environmental Protection (003027.SZ): Signed a general contract totaling 86 million yuan

Tongxing Environmental Protection (003027.SZ) announced that recently, the company signed a “#、2 #锅炉烟气超低排放改造工程 (EPC) General Contract” with Liuzhou Tiaiti Metallurgical Waste Heat Power Generation Co., Ltd., with a contract amount of RMB 570 million (excluding VAT); the company and Guangxi Liuzhou Iron and Steel Group Co., Ltd. (“Liugang Group”) signed the “Liugang Power Plant Thermoelectric 1 #站1 #锅炉、热电2 #站1 #、2 #、3 (EPC) General Contract” with a contract amount of RMB #锅炉烟气超低排放改造工程 RMB 290 million in full (VAT not included). The total amount of the general contracting contract mentioned above is RMB 86 million (excluding VAT), accounting for about 11.09% of the company's audited revenue in 2023.

Ningbo Construction Engineering (601789.SH): The consortium won the general contract for the construction project on the south side of Renhu Park, Jinping Street, Fenghua District

Ningbo Construction Engineering (601789.SH) announced that the consortium (“consortium”) formed by its holding subsidiary Zhejiang Yongzhu Engineering & Construction Co., Ltd. and Ningbo Housing Construction Design and Research Institute Co., Ltd. and Zhejiang Zhonglin Survey and Research Co., Ltd. recently received a “Notice of Winning Tender” issued by the tenderer Ningbo Fenghua District Trading Industrial Development Co., Ltd. and the tender agent Ningbo Hefeng Construction Project Management Co., Ltd., according to the winning bid notice and tender documents, the consortium is a plot construction project on the south side of Renhu Park (FH16-001a), Jinping Street, Fenghua District The winning bidder for general engineering contracting (EPC). The winning bid amount was $669,391,671.00.

Chuangli Group (603012.SH) announced that the company and Mr. Zheng Changlu, the shareholder and actual controller of Shenchuan Electric Holdings, and Mr. Liu Yi, the shareholder of Shenchuan Electric, signed the “Framework Agreement on the Transfer of Shares in Shanghai Shenchuan Electric Co., Ltd.” on April 10, 2024. The company plans to acquire 51% of Shenchuan Electric's shares through its own or self-funded means to become the controlling shareholder of Shenchuan Electric.

The company is mainly engaged in coal mining machinery and equipment manufacturing and service business. The main products cover equipment such as intelligent coal mining machines, tunneling machines, emulsion pump stations, chain arm saws, etc. This transaction will help enrich the company's intelligent coal mine machinery and equipment product line, expand the company's business to the field of intelligent auxiliary transportation for mining, enhance the company's product development technical strength, facilitate the upgrading of the company's complete smart mining technology and equipment service plan, and further enhance the company's overall competitiveness.

Liaogang Co., Ltd. (601880.SH): Dalian Port Group plans to acquire 50% of Changfa Company's shares and 20% of Changgang's shares

Liaogang Co., Ltd. (601880.SH) announced that Liangchang Company, in which the Company is a shareholder, is currently facing serious operating difficulties due to heavy financial burdens. At the same time, there are also historical debt problems between the local government management committee and the Dalian Port Group. As a result, the shares of Liangchang Company held by the Management Committee and Changxing Island Construction Investment have been pledged to Dalian Port Group. In order to resolve problems left over from history and business difficulties and avoid extreme unfavorable situations, the Dalian Port Group plans to acquire 50% of the shares of Changxing Investment Development Company held by the Management Committee and 20% of Changxing Island Construction Investment's shares in Changxing Island Construction Investment to achieve “equity and debt compensation” between the Dalian Port Group and the Management Committee. After the equity acquisition was completed, on the one hand, it solved the problems left over from the historical arrears of the Management Committee. On the other hand, after the acquisition of shares by the Dalian Port Group, it is proposed to work with a syndicate to optimize the financial structure of Liangchang Company, resolve business difficulties, and promote the healthy operation and development of Liangchang Company. Dalian Port Group and Changxing Island Construction Investment Consulting Company inquire whether to exercise preferential purchasing rights over the aforementioned shares. According to actual business conditions and financial arrangements, the company intends to relinquish the exercise of preferential purchase rights of shares traded between the two major companies.

[Ban lifted]

Sudavig (300331.SZ): The ban on 5.206.35 million restricted shares will be lifted on May 27

Sudavig (300331.SZ) announced an indicative announcement on the listing and circulation of some restricted shares. The shares that have been lifted are restricted shares issued by the company in 2016 when issuing shares and paying cash to purchase assets and raise supporting capital, which were additionally locked due to voluntary additional performance commitments made by some counterparties. The number of shares whose sales restrictions have been lifted is 5.206.35 million shares, accounting for 2.0050% of the total share capital. The shares whose sales restrictions have been lifted can be listed and distributed is May 27, 2024.

[Repurchase]

Nanmo Biotech (688265.SH): The repurchase period has expired and a total of 1.0119% of the company's shares have been repurchased

Nanmo Biotech (688265.SH) announced that as of May 22, 2024, the company's share repurchase period has expired, and the implementation of this share repurchase plan has been completed. The company bought back 788,912 shares of the company's shares through centralized bidding transactions, accounting for 1.0119% of the company's total share capital of 77,963,513 shares. The highest price of the repurchase transaction was 29.98 yuan/share, the lowest price was 23.90 yuan/share, and the total amount of capital paid was RMB 21.453.59 million (excluding tax, transaction fees, etc.), which has exceeded the lower limit of the total repurchase capital in the repurchase plan.

Bohui Co., Ltd. (300839.SZ): The repurchase was completed with a cumulative cost of 2.043,100 yuan to repurchase 1.03% of the shares

Bohui Co., Ltd. (300839.SZ) announced that as of May 20, 2024, the number of shares repurchased by the company has reached 1% of the current total share capital, and the implementation period of the company's current share repurchase has expired, and the share repurchase plan has been completed. As of May 20, 2024, the company has repurchased 2,518,200 shares of the company's shares through a dedicated securities account, accounting for 1.03% of the company's current total share capital. The highest transaction price is 8.66 yuan/share, the lowest transaction price is 6.97 yuan/share, the average transaction price is 7.96 yuan/share, and the total transaction amount is 20.043,100 yuan (excluding transaction fees).

Hemai Co., Ltd. (688032.SH): A total cost of 100 million yuan to buy back 0.49% of the shares

Hemai Co., Ltd. (688032.SH) announced that as of the disclosure date of this announcement, the company's share repurchase period has expired and the implementation of the share repurchase plan has been completed. The company has actually repurchased 406,243 shares of the company's shares through this repurchase plan, accounting for 0.49% of the company's total share capital of 83,317,500 shares. The maximum price of the repurchase transaction is 259.99 yuan/share, and the lowest price is 212.60 yuan/share. The total amount of capital paid is RMB 100,012,548.41 (not including transaction fees such as stamp duty and transaction commissions) It is stored in the company's special securities account for share repurchases.

Baiao Intelligence (300836.SZ) announced that Ms. Shi Fenghua, a shareholder holding 3,775,200 shares of the company's shares (5.8958% of the total share capital and 5.9626% of the company's total share capital after excluding the newly disclosed number of shares in the special repurchase account), plans to reduce her holdings of the company's shares by no more than 943,800 shares through bulk transactions or centralized bidding (if the company has stock changes such as stock transfers or capital reserve transfers during this period, this amount should be adjusted accordingly), that is, no more than 1.4739% of the company's total share capital (no more than 1.39% of the company's total share capital is excluded) Return of disclosure 1.4906% of the company's total share capital after purchasing the number of shares in the special account), of which 310,700 shares were reduced through bulk transactions and 633,100 shares were reduced through centralized bidding.

Quan Yangquan (600189.SH): Director Zhao Zhihua and his co-actors plan to reduce their holdings by no more than 1%

Quan Yangquan (600189.SH) announced that due to personal financial needs, the shareholder and director Zhao Zhihua and his co-actors plan to reduce their total holdings of the company's shares by no more than 7,151,978 shares through centralized bidding through the Shanghai Stock Exchange trading system within 3 months from May 23, 2024 (i.e. June 14 to September 11, 2024), that is, no more than 1% of the company's total shares.

Southeast Electronics (301359.SZ): Qiu Wenkui, one of the actual controllers, plans to increase the company's shares by 6 million yuan to 12 million yuan

Dongnan Electronics (301359.SZ) announced that, based on recognition of the intrinsic value of Southeast Electronics Co., Ltd. and firm confidence in its continued stable and healthy development in the future, in order to maintain shareholders' interests and enhance investors' confidence, Mr. Qiu Wenkui, the controlling shareholder and one of the actual controllers of the company plans to increase his holdings within 6 months from the date of the announcement of this increase plan, including but not limited to centralized bidding, bulk transactions, etc. The amount of capital required for this increase is not less than RMB 6 million and no more than RMB 12 million (all capital included, same below). Funding. There is no price range for this increase in holdings. Mr. Qiu Wenkui will take the opportunity to implement this increase plan based on the company's stock price fluctuations and overall capital market trends.

[Other]

Yueyang Forest Paper (600963.SH): Subsidiary Chengtong Carbon Exchange signed a “Strategic Cooperation Framework Agreement” with Sanli Wood Industry (Gabon)

Yueyang Forest Paper (600963.SH) published, SunryGabonsa. (Chinese name: Sanli Wood Industry Co., Ltd.) is a related party of Yueyang Forest Paper Co., Ltd., which signed a “Strategic Cooperation Framework Agreement” with Chengtong Carbon Exchange Management (Hunan) Co., Ltd. (“Chengtong Carbon Exchange”), a wholly-owned subsidiary of the company, in accordance with the relevant provisions of the “Shanghai Stock Exchange Stock Listing Rules” and relevant laws and regulations; however, since this agreement is only a framework agreement, it has not yet formed the essence of the related transaction, and the company will comply with the corresponding review and disclosure procedures in accordance with the law.

Based on Party A's current 750,000 hectares of forest resources, the two sides are cooperating to carry out business activities such as extending the harvesting period to explore the development of REDD+ projects under the VCS (International Voluntary Carbon Standard) mechanism and carbon credits under other mechanisms. Based on Gabon's 100,000 hectares of savanna resources, we carry out artificial afforestation and artificially promote reforestation, and develop afforestation carbon credit projects under the GS (Gold Standard for Global Goals) mechanism and other mechanisms. Based on traditional Gabonese kitchen equipment, a carbon credit project exploring efficient stoves or solar energy use under the VCS mechanism and other mechanisms is being carried out.