[hot spot focus]

Sheng long shares (603178.SH) announced that the company's stock closing price has risen 34.39% since September 27, 2023, while the Shenwan auto parts industry has risen an average of 2.5% over the same period. The short-term increase of the company's stock is much higher than that of the industry and the Shanghai Composite Index in the same period, and there is a situation of market sentiment overheating. The company's shares closed by the daily limit in four of the five trading days from September 27 to October 11, but there was no significant change in the company's fundamentals and there was no significant information that should be disclosed but not disclosed.Recently, the company has noticed that some media have listed the company as Huawei's automobile concept stock. In the previous periodic report, the company disclosed that the company provided Cyrus with electronic oil pumps and other products through Castle Peak Industry, Chongqing Xiaokang and other products, and obtained the project designation. In 2022 and 2023, the operating income of the company's matching oil pumps and other products was 19.151 million yuan and 10.2288 million yuan respectively, accounting for 1.29% and 1.50% of the company's operating income respectively, which is relatively small. The products are used in the power system, lubrication system and cooling system of traditional and new energy vehicles, mainly for all kinds of automobile mainframe manufacturers around the world, and the company's products are mainly used in traditional fuel vehicles. The company's products used in new energy vehicles account for a small proportion of the company's operating income, and the company's income structure will not change greatly in a short period of time.

Runda Medical (603108.SH): Xiaohui, a large model jointly developed with Huawei Cloud, is currently in the internal testing stage in the early stage of formal commercialization.

Runda Medical (603108.SH) announced that with regard to the cooperation between the company and Huawei Cloud: there is a commercial cooperation between the company and Huawei Cloud Technology Co., Ltd. (referred to as Huawei Cloud). The large model doctor Xiaohui jointly developed and launched by the two sides is currently in the internal testing stage in the early stage of formal commercialization, and there are no contracted customers for the time being, and there is uncertainty about the development and signing of subsequent customers.

Dragon version Media (605577.SH): does not involve the conversion and application of patent rights

Dragon version Media (605577.SH) announced the abnormal volatility of stock trading, and the relevant media linked the abnormal volatility of the company's stock price with the introduction of the "Special Action Plan for Patent conversion and Application (2023-2025)". It has been verified that the company is not involved in the conversion and application of patent rights. In view of the relevant public opinion about the "Multi-dimensional Frontier knowledge Service Product Database", it has been verified that the project has not achieved a profit for the time being. The company has not found any other market rumors, please pay attention to the investment risk.

CICC irradiation (300962.SZ): the project of CICC irradiation Hefei Comprehensive Sterilization Technology Center to be built in Hefei High-tech Industrial Development Zone

China Capital irradiation (300962.SZ) announced that the company (hereinafter referred to as "CICC irradiation" or "the Company") held the second meeting of the fourth session of the Board of Directors and the second meeting of the fourth session of the Board of Supervisors on October 9, 2023, and examined and approved the proposal on the Company's proposal to invest abroad and sign an Investment Cooperation Agreement with the Investment Promotion Bureau of Hefei High-tech Industrial Development Zone. It is agreed that the company and the Investment Promotion Bureau of Hefei High-tech Industrial Development Zone signed the Investment Cooperation Agreement of CICC irradiation Hefei Comprehensive Sterilization Technology Center. It is proposed to invest in the construction of CICC irradiation Hefei Comprehensive Sterilization Technology Center project in Hefei High-tech Industrial Development Zone. Mainly engaged in irradiation sterilization, modification of polymer materials and electronic components, cleaning, disinfection and sterilization of reusable medical instruments, medical soft instruments and linen washing, personnel training and technical research and development, etc. The investment during the construction period of the project is 215 million yuan, including 208 million yuan in fixed assets, and about 185 million yuan is invested during the operation of the project (including research and development, safety and environmental protection, auxiliary equipment and production materials, software development and staff education and training, etc.). The total investment of the project (including construction period) is about 400 million yuan.The company intends to register and set up a wholly-owned subsidiary in Hefei High-tech Industrial Development Zone as the main body of the project. The name of the subsidiary is proposed to be CICC Health Technology (Hefei) Co., Ltd., with a planned registered capital of 80 million yuan. The specific name and the amount of registered capital shall be subject to industrial and commercial registration.

Zhongbei Communication (603220.SH): the proposed 5.5 billion yuan investment base in East China mainly includes low-carbon AI computing center and high-efficiency power and energy storage battery PACK project.

603220.SH announced that on September 28, 2023, the company signed the Investment Agreement for Zhongbei Communication East China Base Project with the Management Committee of Shushan Economic Development Zone in Hefei, and the company plans to build Zhongbei Communication East China Base in Shushan Economic Development Zone, which mainly includes low-carbon AI computing center and high-efficiency power and energy storage battery PACK project. The total investment of the project is about 5.5 billion yuan. After the completion of the project, it is estimated that the annual operating income is nearly 10 billion yuan and the annual tax is nearly 400 million yuan.

[contract won the bid]

Langkun Environment (301305.SZ): the Integrated Service Construction of Investment, Construction and Operation of Organic waste Comprehensive treatment Center in Tongzhou District

Lang Kun Environment (301305.SZ) announced that the Beijing Engineering Construction Trading Information Network recently released the "announcement of successful candidates for the Construction of Integrated Service for Investment, Construction and Operation of Tongzhou District Organic waste Comprehensive treatment Center". Shenzhen Longkun Environment Group Co., Ltd. is the winning candidate for the above project, with a total investment of about 1.678 billion yuan, of which the total construction contract cost is 1.34 billion yuan.

Gan Consulting (000779.SZ): hydropower Design Institute won the bid for investigation and Design of High efficiency Agricultural Irrigation Water Source Project in the North of Pingchuan District, Baiyin City, Gansu Province

Gan Consulting (000779.SZ) announced that Gansu Water Conservancy and Hydropower Survey and Design Institute Co., Ltd., a wholly owned subsidiary of the company, recently received the bid winning notice of "Survey and Design of High efficiency Agricultural Irrigation Water Source Project in the North of Pingchuan District, Baiyin City, Gansu Province". The winning price is 10.95 million yuan.

Longquan Co., Ltd. (002671.SZ): the subsidiary company won the bid of 45.7967 million yuan in advance.

Longquan (002671.SZ) announced that recently, CNNC (Shanghai) supply chain Management Co., Ltd., a bidding agency, issued a public announcement of winning candidates on the electronic procurement platform of China National Nuclear Corporation. Wuxi Xinfeng Pipe Co., Ltd., a wholly owned subsidiary of the company, was confirmed as the first winning candidate for "Zhangzhou 34, Sanmen 56, Gold and electricity Project, Jiangsu Green Energy Project RCC-M2, Grade 3 carbon Steel Pipe equipment Purchasing bid Section 2". The bid price is 45796718.20 yuan, accounting for about 4.60% of the company's audited operating income in 2022. The implementation of this project is expected to have a positive impact on the company's operating income and operating profit during the supply period.

China Electric Power Construction (601669.SH): the consortium won 13.707 billion yuan Shenzhen Urban Rail Transit Line 15 15101 construction general contract project

China Power Construction Corporation (601669.SH) announced China Electric Power Construction South Construction Investment Co., Ltd. (the leader of the consortium) and China Water Conservancy and Hydropower first Engineering Bureau Co., Ltd., China Water Conservancy and Hydropower fourth Engineering Bureau Co., Ltd., China Water Conservancy and Hydropower eighth Engineering Bureau Co., Ltd., China Water Conservancy and Hydropower 11th Engineering Bureau Co., Ltd., China Electric Power Construction Municipal Construction Group Co., Ltd., The 14th China Water Conservancy and Hydropower Engineering Bureau Co., Ltd. forms a consortium. Won the bid for Shenzhen Urban Rail Transit Line 15 15101 bid general contract project, the winning amount is about 13.707 billion yuan. The project has a full-length 32.2km with 24 stations, including 18 transfer stations. The total construction period is about 1818 calendar days.

Dawson shares (603800.SH): it is proposed to transfer the 100% stake of Dawson Limited to Luhai Holdings for 323 million yuan.

603800.SH announced that on October 11, 2023, the company signed with Luhai Holdings the "Equity transfer Agreement between Suzhou Dawson drilling equipment Co., Ltd. And Suzhou Luhai Holdings Co., Ltd." (referred to as "equity transfer agreement" or "this agreement"), transferring the limited 100% equity interest of Dawson, a wholly-owned subsidiary of the company, to Luhai Holdings. The total share price of the transaction is 323 million yuan.

002152.SZ: the total listing price of 51% equity of Huitong Jinke is not less than 181 million yuan.

002152.SZ announced that since the acquisition, Huitong Jinke's performance has continued to fall short of expectations, and its business has little correlation with the company's artificial intelligence high-tech main business. In order to withdraw the funds and better focus on the main business, the company plans to transfer its 51% stake in Huitong Jinke publicly. Combined with the evaluation results, the unit price of Huitong Jinke listing transfer is not less than 3.48 yuan per share, and the total transfer price is not less than 181 million yuan. The final transaction price is based on the delisting price in Guangzhou property Rights Exchange. After the completion of this equity transfer, the company no longer holds the equity of Huitong Jinke.

[performance data]

600765.SH: net profit in the first three quarters is expected to increase by 12.21% compared with the same period last year.

600765.SH announced that according to the company's preliminary estimates, it is expected to achieve a cumulative net profit of 1.027 billion yuan belonging to shareholders of listed companies in the first three quarters of 2023, an increase of 12.21% compared with the same period last year. It is estimated that the net profit of shareholders belonging to listed companies after deducting non-recurring profits and losses is 1.025 billion yuan.

China Public Education (002607.SZ): net profit in the third quarter increased by 130.62% compared with the previous quarter.

Zhonggong Education issues a forecast of results for the first three quarters of 2023. The net profit for the third quarter is expected to be 133 million-173 million, an increase of 94.93-153.54 per cent over the same period last year, and an increase of 130.62 per cent over the same period last year.

Huangshan capsule (002817.SZ): net profit in the third quarter was 17.1422 million yuan, up 3.37% from the same period last year.

002817.SZ released its report for the third quarter of 2023, with operating income of 99.8247 million yuan during the reporting period, an increase of 6.59% over the same period last year. Net profit belonging to shareholders of listed companies was 17.1422 million yuan, up 3.37% from the same period last year. Net profit belonging to shareholders of listed companies excluding non-recurring profits and losses was 16.28295 million yuan, up 13.01% from the same period last year; and basic earnings per share was 0.06 yuan.

002233.SZ: 470% increase in net profit in the first three quarters 510%

002233.SZ released a forecast of its results for the first three quarters of 2023. From January to September 2023, the net profit attributable to shareholders of listed companies was 596.333 million yuan to 638.181 million yuan, an increase of 470% to 510% over the same period last year. Net profit after deducting non-recurring profits and losses was 496.988 million yuan to 538,4036 yuan, an increase of 140% over the same period last year, and basic earnings per share was 0.51 yuan per share.

Hisense Home Appliances (000921.SZ): net profit in the first three quarters is expected to increase by 120% 131%.

Hisense Home Appliances (000921.SZ) announced its results for the first three quarters of 2023. During the reporting period, net profit belonging to shareholders of listed companies was 2.357 billion yuan to 2.466 billion yuan, an increase of 120% to 131% over the same period last year. Net profit after deducting non-recurring profits and losses was 1.9944 billion yuan to 2.1034 billion yuan, an increase of 157% to 171% over the same period last year.

002351.SZ: net profit for the first three quarters is expected to increase by 58.95% to 66.61% compared with the same period last year

002351.SZ announced that it is expected to make a net profit of 272.9315 million yuan to 286.0855 million yuan in the first three quarters, an increase of 58.95% to 66.61% over the same period last year, and an increase of 77.97% to 86.12% over the same period last year, deducting non-net profit of 265.1795 million yuan to 277.361 million yuan.During the reporting period, the company continued to increase investment in R & D, optimize product structure, strengthen brand building and new market development, and its income and gross profit margin increased.

[buyback]

688114.SH: plans to spend 250 million to 500 million yuan to buy back shares

688114.SH announced that the company intends to buy back some of the A shares already issued by the company, and all the repurchased shares will be used for employee stock ownership plans or equity incentives at an appropriate time in the future, with a total repurchase capital of no less than 250 million yuan (inclusive) and no more than 500 million yuan (inclusive), and the repurchase price shall not exceed 125.00 yuan per share (inclusive).

603619.SH: plans to buy back 1.5 million to 3 million shares of the company

603619.SH announced that all the shares to be repurchased by the company will be used for the subsequent implementation of employee stock ownership plans or equity incentives, with no less than 1.5 million shares (inclusive) and no more than 3 million shares (inclusive), and the repurchase price shall not exceed RMB30.95 per share (inclusive).

[increase or decrease holdings]

Industrial and Commercial Bank of China (601398.SH): Huijin Company plans to increase its A-share holdings by 27.612 million shares

Industrial and Commercial Bank of China (601398.SH) announced that its controlling shareholder Huijin increased its stake in the Bank's A shares by 27.612 million shares on October 11. Huijin intends to continue to increase its stake in the secondary market in its own name within the next 6 months (from the date of this increase).

China Construction Bank Corporation (601939.SH): Huijin Company plans to increase its A-share holdings by 18.38 million shares

China Construction Bank Corporation (601939.SH) announced that Huijin, the controlling shareholder, increased its stake in the Bank's A shares by 18.38 million shares on October 11. Huijin intends to continue to increase its stake in the secondary market in its own name within the next 6 months (from the date of this increase).

Bank of China Ltd. (601988.SH): Huijin Company plans to increase its A-share holdings by 24.8879 million shares

Bank of China Ltd. (601988.SH) announced that Huijin, the controlling shareholder, increased its stake in the Bank's 24.8879 million A shares. Huijin intends to continue to increase its stake in the secondary market in its own name within the next 6 months (from the date of this increase).

Agricultural Bank Of China (601288.SH): controlling shareholder Huijin Company increases its holdings of 37.2722 million A-shares

Agricultural Bank Of China (601288.SH) announced that on October 11, 2023, the Bank received notice from the controlling shareholder Central Huijin Investment Co., Ltd. (hereinafter referred to as "Huijin Company") that Huijin Company increased its stake in 37272200 A shares of the Bank through the trading system of the Shanghai Stock Exchange on October 11, 2023. Before this increase, Huijin Company held 140087446351 A shares of the Bank, accounting for about 40.03% of the total share capital of the Bank. After this increase, Huijin Company holds 140124718551 A shares of the Bank, accounting for about 40.04% of the Bank's total share capital. Huijin intends to continue to increase its stake in the secondary market in its own name within the next 6 months (from the date of this increase).

[other]

Jingu shares (002488.SZ) announced that the company recently received a fixed-point notice from a well-known new energy vehicle main engine factory (due to confidentiality requirements, unable to disclose its name, referred to as "customer"), the company will, as a customer's supplier, develop Avatar low-carbon wheel products for one of its major new energy vehicles, and the company will complete product development and delivery according to customer requirements.

Dongan Power (600178.SH): the company has received "fixed-point agreements" from 13 automobile companies in the third quarter.

Dongan Power (600178.SH) announced that in the third quarter of 2023, the company has received "fixed-point agreements" from 13 automobile companies. According to the agreement, the company has become a supplier of powertrain or new energy extended range power, gas engines and AT products in 21 projects corresponding to the above customers, and is expected to sell more than 500000 units in its life cycle, including 3 new energy projects and 80, 000 units. The company will complete the work of product transportation and product supply in strict accordance with the agreement and project schedule agreed by both parties.