[Focus on hot topics]

Yangzi Xincai (002652.SZ) announced an announcement of abnormal stock trading fluctuations. Recently, the company noticed that some investors paid a lot of attention to Suzhou Hanerxi Medical Device Development Co., Ltd. (hereinafter referred to as “Hanerxi”) and its product injection pens on the company's interactive platform. The company also promptly responded to investors' questions on the above matters on the interactive platform; the company is not directly involved in the injection pen business; the company directly holds 100% of the shares in Zhongmin Nursing (Wuhan) Consulting and Management Co., Ltd. (“Zhongmin Nursing”), which is directly owned by Chinese caregivers (“Zhongmin Nursing”) Mountain) Entrepreneurship The investment enterprise (limited partnership) has approximately 32.8% of the limited partner's share (“Jianchuang Partnership” for short) and 25% of the shares of Jianchuang Zhongmin Venture Capital Management (Kunshan) Co., Ltd., the general partner of the Jianchuang Partnership. The fund manager of Jianchuang Partnership is CCB International Wealth Management (Tianjin) Co., Ltd., and Jianchuang Partnership directly holds about 14% of Hanerxi's shares.

Keyuan Pharmaceutical (301281.SZ): Currently, there is no revenue related to products with weight loss benefits

Keyuan Pharmaceutical (301281.SZ) announced an announcement of abnormal stock trading fluctuations. The indications for the company's product metformin hydrochloride tablets are to treat type 2 diabetes, are hypoglycemic drugs, and do not involve obesity indications. The company currently has no revenue related to weight loss products.

Shenglong Co., Ltd. (603178.SH): Products such as oil pumps supplied to Celis account for a relatively small share of revenue

Shenglong Co., Ltd. (603178.SH) announced the stock trading risk warning notice.The company recently noticed that some media listed the company as a Huawei automotive concept stock. Earlier, the company revealed in its regular report that the company supplied products such as electronic oil pumps for Celis through Qingshan Industrial, Chongqing Xiaokang, etc., and obtained project targets. In 2022 and the first half of 2023, the company's revenue for oil pumps and other products supplied to Celis was 19.151,000 yuan and 12.228,800 yuan respectively, accounting for 1.29% and 1.50% of the company's revenue, accounting for relatively small amounts. The profit and loss generated by the project had minimal impact on the company. Investors are kindly requested to invest rationally and pay attention to investment risks.

HuiDing Technology (603160.SH): The company's off-screen optical fingerprint chip has not issued price increase notices to agents and customers

Huiding Technology (603160.SH) announced an announcement of abnormal stock trading fluctuations. It took note of reports published or reprinted by some domestic media that the company's off-screen optical fingerprint chip is the core component of the off-screen optical fingerprint chip, and that the chip price is affected by the price increase of the off-screen optical fingerprint module supplier. As of the disclosure date of the announcement, the company's off-screen optical fingerprint chip had not issued price increase notices to agents and customers.

[Contract project]

Yongfu Co., Ltd. (300712.SZ) announced that the company plans to jointly invest in the construction of the BANDARBAN 70MW (AC) photovoltaic power generation project in Bangladesh through its wholly-owned subsidiary Yongfu New Energy, POT and AWP. The construction scale of this project is about 95 MWp, and the total planned investment is about US$97.544 million (calculated at the exchange rate of October 11, 2023, equivalent to about RMB 700 million). Of these, the investment amount of the subsidiary Yongfu Xinneng will not exceed US$848.64 million (calculated at the exchange rate of October 11, 2023, equivalent to about RMB 609 million). At the same time, in order to smoothly advance this project, the board of directors authorized the company's management to handle all matters relating to the investment of this project on behalf of the company.

Guangzhou Automobile Group (601238.SH): Subsidiary company plans to implement a new digital factory construction project

Guangzhou Automobile Group (601238.SH) announced that the board of directors agreed to implement the digital new factory construction project of the subsidiary Guangzhou GAC Ogiwara Mold Press Co., Ltd. (the company indirectly holds 94.9% of the shares). The total investment of the project is 69.751 million yuan, with funding sources raised by the enterprise itself.

Jinli Huadian (300069.SZ): Plans to invest in the construction of UHV glass insulator production expansion projects

Jinli Huadian (300069.SZ) announced that Zhejiang Jinlihua Electric Equipment Co., Ltd., a wholly-owned subsidiary of the company, plans to invest in the construction of an UHV glass insulator expansion project. It plans to introduce two tempered glass molding production lines and supporting power supply and engineering auxiliary equipment to form an additional manufacturing capacity of 3 million pieces of UHV tempered glass insulators per year. The proposed investment amount of the project is 60 million yuan. The organization and implementation of this project will begin in October 2023. It is scheduled to be fully produced in October 2024. The project construction cycle is 12 months.

Southern Network Energy Storage (600995.SH): Proposed investment of 12 billion yuan to build the Eryuan Pumped Energy Storage Project

South Grid Energy Storage (600995.SH) announced that the company signed the “Dali Eryuan Pumped Storage Power Station Project Development and Construction Investment Agreement” with the People's Government of Eryuan County, Dali, Yunnan Province on October 12, 2023. The Eryuan Pumped Storage Project is located in Eryuan County, Dali Prefecture. The initial plan is to install 2.4 million kilowatts, with an estimated total investment of 12 billion yuan.

[Contract won the bid]

Tunnel Co., Ltd. (600820.SH): Won the CE036 bid for the Singapore Changi Airport T2 terminal connection facility shell project worth about 3.345 billion yuan

Tunnel Co., Ltd. (600820.SH) announced that recently, Shanghai Tunnel Engineering Co., Ltd. (Singapore) Co., Ltd., a holding subsidiary of the company, participated in the public tender for the “Singapore Changi Airport T2 Terminal Connection Facility Shell Project CE036”. According to the notice of winning the bid issued by the tenderer, Singapore Changi Airport Group Limited, it was determined that the company won the bid for this project.The project mainly includes the design and construction of an underground structure for connecting a baggage handling system tunnel and an automatic passenger rapid transit system tunnel to the future T5 terminal, as well as restoration of affected airport facilities and pavement construction. The winning bid amount for the project was SGD 622,265,784.00 (equivalent to RMB 3,345 million). The total construction period of the project is about 5 years and is expected to end in October 2028.

*ST Weihai (002586.SZ): Signed a project construction contract of approximately RMB 189 million

*ST Weihai (002586.SZ) announced that on October 11, 2023, the company published the “Notice on Winning the Bid for the Project” (Notice No.: 2023-094) on Juchao Information Network, which revealed that the company was the winning bidder for the “Zhuji Puyang River Management Phase III Project Construction Standard I (Gaohan Canal Export to Chuantang Lake Section)” project. Currently, the company and relevant parties have signed construction contracts for the above projects. The price of the signed contract was about 189 million yuan.

[[Share acquisition]

Tianzhun Technology (688003.SH) announced that the company intends to transfer 1.88% of its shares in Suzhou Silicon Bank Semiconductor Technology Co., Ltd. (“Suzhou Silicon Bank”) at a transfer price of RMB 28.2 million.

Yangdian Technology (301012.SZ): Plans to transfer 20% of the shares in Precision Conductors for 6 million yuan

Yangdian Technology (301012.SZ) announced that the company plans to transfer 20% of the shares held by Jiangsu Yangdian Precision Conductor Co., Ltd. (“Precision Conductor”) to Ms. Gao Juan at a price of 6 million yuan. After the transfer is completed, the company will hold 80% of the shares in Precision Conductor.

China Telecom Port (001287.SZ): The proposed listing price is not less than RMB 35.6 million

China Telecom Port (001287.SZ) announced that in order to optimize enterprise resource allocation and focus on core business, the company held the 20th meeting of the first board of directors on October 12, 2023 to deliberate and pass the “Proposal on Public Listing Transfer of 100% Shares and Official Disclosure of Information Technology Co., Ltd. Guangdong Aixiyi Information Technology Co., Ltd. on the Beijing Property Exchange”. It is proposed to publicly transfer 100% of the shares of the wholly-owned subsidiary Aisiyi through listing on the Beijing Equity Exchange. According to the evaluation results, it was determined that the listing price was not less than RMB 356.00 million. In order to solicit potential transferees, this project has been pre-disclosed on the Beijing Property Exchange from September 11, 2023 to October 12, 2023. For details, please refer to the “Promptive Notice on Pre-Disclosure of 100% Shareholding Information for the Public Listing and Transfer of Wholly Owned Subsidiaries on the Beijing Property Exchange” (Notice No.: 2023-036) disclosed on Juchao Information Network on September 9, 2023.

[Performance Data]

North Huachuang (002371.SZ) announced its performance forecast for the first three quarters of 2023. Operating revenue for the first three quarters of 2023 was 13.57 billion yuan to 15.54 billion yuan, up 35.53%-55.21% from the same period last year; net profit attributable to shareholders of listed companies was 2.67 billion yuan to 3.09 billion yuan, up 58.35%-83.26% over the same period last year; net profit profit after deducting non-recurring profit and loss was 2.44 billion yuan to 2.82 billion yuan, up 65.27%-91.00% over the same period of the previous year; basic earnings per share 5.0432 yuan/share — 5.8365 yuan/share.

Shandong Gold (600547.SH): Net profit for the first three quarters is expected to increase 73.17% year-on-year to 102.03%

Shandong Gold (600547.SH) announced that according to preliminary estimates, the net profit attributable to owners of the parent company is expected to be 1,200 billion yuan to 140 billion yuan in the 1st to 3rd quarter of 2023, an increase of 507 million yuan to 707 million yuan compared with the same period last year, an increase of 73.17% to 102.03% over the previous year. Net profit attributable to owners of the parent company is expected to be 1,335 million yuan to 1,335 million yuan in the 1st to 3rd quarter of 2023 after deducting non-recurring profit and loss. Compared with the same period last year, an increase of 378 million yuan to 578 million yuan, an increase of 50.01% to 76.45% over the previous year.

Dragon Edition Media (605577.SH): Net profit for the first three quarters is expected to increase by about 26.26% year-on-year

Dragon Media (605577.SH) announced that according to preliminary estimates by the finance department, it is estimated that net profit attributable to owners of the parent company will be around 357.3549 million yuan in the first three quarters of 2023. Compared with the same period last year, it will increase by about 743.256 million yuan, an increase of about 26.26% over the previous year. Net profit attributable to owners of the parent company after deducting non-recurring profit and loss is expected to be around 345.8881 million yuan in the first three quarters of 2023. Compared with the same period last year, it will increase by about 90,181 million yuan, an increase of about 35.27% over the previous year.

Huadai Testing (300012.SZ): Net profit is expected to increase by 11%-13% year-on-year in the first three quarters

Huadai Testing (300012.SZ) announced that net profit for the first three quarters is estimated to be 736,533 million yuan - 74,95191,000 yuan, an increase of 11%-13% over the same period last year, net profit of 675.253,300 yuan - 68,8591,000 yuan, an increase of 13%-15% over the same period last year.It is estimated that the impact of non-recurring profit and loss on the company's net profit is about 61.3 million yuan. Mainly, it received a number of government subsidies and financial management income during the reporting period. The non-recurring profit and loss for the same period last year was 63.3888 million yuan.

Xiangshan Co., Ltd. (002870.SZ): Net profit forecast for the first three quarters increased by 55%-65%

Xiangshan Co., Ltd. (002870.SZ) announced its performance forecast for the first three quarters of 2023. Net profit attributable to shareholders of listed companies during the reporting period was 134.1 million yuan to 1433 million yuan, an increase of 55% to 65% over the same period of the previous year; net profit after deducting non-recurring profit and loss of 148.1 million yuan to 158 million yuan, an increase of 55% — 65% over the same period of the previous year; basic earnings per share of 1.02 yuan/share — 1.08 yuan/share.In the third quarter of 2023, net profit attributable to shareholders of listed companies was 74.27 million yuan to 83.17 million yuan, an increase of 70% to 90% over the same period of the previous year; net profit after deducting non-recurring profit and loss was 66.73 million yuan to 76.63 million yuan, an increase of 62% — 87% over the same period last year; basic earnings per share of 0.57 yuan/share — 0.63 yuan/share.

Datang Power (601991.SH): Net profit for the first three quarters is expected to increase by about 265% to 278% year-on-year

Datang Power (601991.SH) announced that according to preliminary estimates, it is estimated that net profit attributable to shareholders of listed companies achieved in consolidated statements in the first three quarters of 2023 will increase by about RMB 2.02 billion to RMB 2.12 billion compared with the same period last year, an increase of about 265% to 278% over the previous year. Net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss will increase by about 1.85 billion yuan to 1.95 billion yuan compared with the same period last year, an increase of about 633% to 668% over the same period last year.

Xinbo Co., Ltd. (003038.SZ): Net profit forecast for the first three quarters increased by 52.19%-76.02%

Xinbo Co., Ltd. (003038.SZ) announced its performance forecast for the first three quarters of 2023. Net profit attributable to shareholders of listed companies during the reporting period was 198 million yuan - 229 million yuan, up 52.19% - 76.02% over the same period last year; net profit after deducting non-recurring profit and loss was 17.1 million yuan to 20.2 million yuan, up 62.10%-91.49% over the same period last year; basic earnings per share were 1.34 yuan/share - 1.56 yuan/share.

Artes (688472.SH): Net profit is expected to increase 107% to 147% year-on-year in the first three quarters

ATS (688472.SH) announced that according to preliminary estimates by the finance department, the company expects net profit attributable to shareholders of listed companies to be RMB 2600.00 million to RMB 310.00.00 million in the first three quarters of 2023. Compared with the same period last year, it will increase by 134,3.4247 million yuan to 1843.4247 million yuan, an increase of 107% to 147% over the previous year. Net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss in the first three quarters of 2023 is expected to be RMB 233,000.00 million to RMB 283,000.00 million. Compared with the same period last year, it will increase by RMB 118.959.1 million to RMB 168,959.1 million, an increase of 104% to 148% over the previous year.

The share of high-end product orders increased markedly, Linzhou Heavy Machinery (002535.SZ) net profit forecast for the first three quarters increased 763.87%-1179.81%

Linzhou Heavy Machinery (002535.SZ) announced its performance forecast for the first three quarters of 2023. Net profit attributable to shareholders of listed companies during the reporting period was 81 million yuan to 12 million yuan, up 763.87%-1179.81% over the same period last year; net profit after deducting non-recurring profit and loss 80 million yuan to 115 million yuan, up 8558.95%-12347.23% over the same period last year; basic earnings per share of 0.1010 yuan/share - 0.1497 yuan/share.In the third quarter of 2023, net profit attributable to shareholders of listed companies was 25 million yuan to 37 million yuan, up 220.90%-374.93% from the same period last year; net profit after deducting non-recurring profit and loss was 27 million yuan to 39 million yuan, up 412.78%-640.68% over the same period last year; basic earnings per share of 0.0312 yuan/share — 0.0486 yuan/share.

Jiamei Packaging (002969.SZ): Net profit forecast for the first three quarters increased by 6655.34%-8325.19%

Jiamei Packaging (002969.SZ) announced its performance forecast for the first three quarters of 2023. The net profit attributable to shareholders of listed companies for the first three quarters of 2023 was 52.3944 million yuan - 653.45,800 yuan, an increase of 6655.34%-8325.19% over the same period of the previous year; net profit profit after deducting non-operating profit and loss was 42.0413 million yuan - 54.9927 million yuan, with a loss of 6.8333,500 yuan for the same period last year; basic earnings per share of 0.0546 yuan/share to 0.0681 yuan/share.In the third quarter of 2023, net profit attributable to shareholders of listed companies was 284.9927 million yuan - 34.8244 million yuan, up 450.14%-572.39% over the same period last year; net profit after deducting non-operating profit and loss was 20.561,300 yuan - 26.893 million yuan, up 1157.42%-1544.63% over the same period last year; basic earnings per share profit of 0.0297 yuan/share to 0.0363 yuan/share.

CIMC (301039.SZ): Net profit is expected to increase by 228% to 262% year-on-year in the first three quarters

CIMC Vehicles (301039.SZ) announced that it expects net profit of 2165.732 million yuan to 2,393.704 million yuan for the first three quarters, up 228% to 262% over the same period last year, after deducting non-net profit of 1,296.103 million yuan to 1,524.75 million yuan, an increase of 96% — 131% over the same period last year.

[Repurchase]

Stage (300608.SZ) announced an announcement on the company's share repurchase plan. The total amount of capital used for the repurchase this time is not less than RMB 30 million (including principal amount) and no more than RMB 50 million (including principal amount). The specific amount of repurchased shares is based on the amount actually repurchased at the time the repurchase was completed. The repurchase price does not exceed RMB 13.5 per share. The repurchase period shall not exceed 12 months from the date of review and approval by the board of directors of the company. Repurchases are used to implement equity incentives or employee stock ownership plans.

Helen Zhe (300201.SZ): A total of 995.637 million yuan was spent to repurchase 2.227% of the shares

Helen Zhe (300201.SZ) announced that up to now, the total number of shares repurchased by the company through centralized bidding transactions through a special stock repurchase securities account is 23.184,211 million shares, accounting for 2.2273% of the company's total share capital. The highest transaction price is 4.39 yuan/share, the minimum transaction price is 4.07 yuan/share, and the total transaction amount is 995.637 million yuan (excluding transaction fees).

[Increase or decrease holdings]

Helen Zhe (300201.SZ): Ding Hang Huiheng plans to increase its holdings by no less than 35 million shares

Helen Zhe (300201.SZ) announced that based on confidence in the future development prospects of Xuzhou Helenzhe Special Vehicle Co., Ltd. and recognition of the company's long-term investment value, Shanghai Dinghang Huiheng Enterprise Consulting Partnership (Limited Partnership) (“Dinghang Huiheng”) intends to use its own capital or self-financing. It plans to increase the company's shares by means permitted by the Shenzhen Stock Exchange trading system (including but not limited to centralized bidding and bulk transactions) within 6 months from the disclosure of the plan.

[Other]

Entrepreneurial Dark Horse (300688.SZ): Plans to develop in-depth cooperation with China Public Education on vocational education services, computing power services, and model development and training based on artificial intelligence

Entrepreneurial Dark Horse (300688.SZ) announced that the company (“Party A”) has recently signed a “Strategic Cooperation Framework Agreement” with China Public Education Technology Co., Ltd. (“China Public Education” or “Party B”). Based on the principles of equality, voluntariness, mutual benefit and win-win, the two sides reached a consensus on cooperation through friendly negotiations. They intend to establish a long-term, close and pragmatic strategic cooperative relationship to achieve strong cooperation and complementary advantages.Based on the development needs of their respective businesses in the field of artificial intelligence, based on the principle of “complementary advantages, mutual benefit and win-win situation, pragmatic promotion and long-term development”, after friendly negotiations, the two sides carried out in-depth cooperation on vocational education services, computing power services, model development and training based on artificial intelligence, and jointly promoted vocational employment and training services in the field of artificial intelligence, and reached this strategic cooperation framework agreement.

Huayu Software (300271.SZ): Plans to develop in-depth cooperation with Tencent Group in the fields of digital government, smart politics and law, education informatization, and enterprise digitalization

Huayu Software (300271.SZ) announced that on October 12, 2023, Beijing Huayu Software Co., Ltd. (“Party B”) and Shenzhen Tencent Computer Systems Co., Ltd. (“Tencent Group” or “Party A”) signed a “Strategic Cooperation Agreement” in Shenzhen. In order to maintain and expand the good cooperative relationship that has been formed, promote future development and long-term cooperation, and jointly explore development opportunities in emerging business fields, the two sides signed this agreement after thorough negotiations based on the principles of voluntariness, equality and mutual benefit. The two sides have developed in-depth cooperation in the fields of digital government, smart politics and law, education informatization, and enterprise digitalization, taking advantage of their respective brands, market trial products, and technology.By establishing a strategic partnership, the company and Tencent Group share resources, collaborate, and complement each other in products and solutions, market expansion and promotion, technology R&D and application, industrial integration and deepening, etc., and jointly build a new informatization and intelligent service platform and ecosystem that meets the characteristics of industries such as digital government, smart politics and law, education informatization, and enterprise digitalization. Establishing a win-win and sustainable strategic partnership will facilitate the company's market expansion and commercial value creation.

Guangzhou Automobile Group (601238.SH): Plans to invest no more than 149 million US dollars in Didi Autonomous Driving Company

Guangzhou Automobile Group (601238.SH) announced that the board of directors agreed that its wholly-owned subsidiary Guangzhou Automobile Capital Co., Ltd. and Guangzhou Development Zone Investment Group Co., Ltd. will jointly invest in the same proportion to establish a special fund of no more than 155 million US dollars equivalent to RMB, and invest no more than 149 million US dollars in Didi Autonomous Driving Company. Among them, the Company made a special capital increase of no more than 75 million US dollars to Guangzhou Automobile Capital Co., Ltd., a wholly-owned subsidiary, to establish a special fund and participate in this investment.Guangzhou Yingpeng Investment Management Co., Ltd., a wholly-owned subsidiary of Guangzhou Automobile Capital Co., Ltd., and Guangzhou Development Zone Meixin Technology Development Co., Ltd., a wholly-owned subsidiary of Guangzhou Development Zone Investment Group Co., Ltd. jointly serve as the GP of the special fund. Among them, Guangzhou Yingpeng Investment Management Co., Ltd. is the fund manager and executive partner.