[Focus on hot topics]

Duolun Technology (603528.SH) announced a stock trading risk alert announcement. The company recently paid attention to the media listing the company as a concept stock of Huawei, and quoted the company's e-interactive response to investors in March of this year that “the company is one of the important partners in the AI industry chain of Huawei Ascend” and the acquisition of HUAWEI Ascend's technical certification and technology applications. The “Company is one of the important partners of Huawei Ascend's AI industry chain” mentioned above mainly refers to obtaining the corresponding technical certification, or compatibility test, from Huawei, and purchasing and using Huawei products from third parties according to product implementation requirements. At present, the company's systematic products such as smart vehicle management and smart driving training have completed compatibility tests with Huawei's Shengteng Atlas 300I inference card, Kunpeng 920, and the AI framework Shengsi MindSpore, mainly to enable customers using Huawei devices to be compatible with the operating company's product solutions. Other than the above, the company currently has no business cooperation with Huawei, and does not sell products or provide services to Huawei.

Huina Technology (300609.SZ) announced abnormal fluctuations in stock trading. Up to now, the company's computing power service business has generated very little revenue, which has not had a significant impact on the company's current operating performance.

Colliers Sensing (603662.SH): The six-dimensional force sensor developed was not used in humanoid robots

Coli Sensors (603662.SH) announced that the six-dimensional force sensor developed by the company is not used in humanoid robots. The company's six-dimensional force sensor is currently in the development and trial production stage. The cumulative sales amount from 2019 to 2021 was 34250.00 yuan. The product did not generate sales revenue in 2022, and this product had no impact on the company's main business revenue in 2023. The company's main business is the development, production and sale of components such as adaptive sensors and instruments; providing system integration and dry mortar third-party system services, non-stop inspection systems, unattended card intelligent weighing systems, artificial intelligence systems for manufacturing, enterprise digital construction software development services, mobile asset management systems, logistics sorting systems, etc. Currently, the company's production and operation are normal, and there has been no change in the main business.

[Contract project]

Mindong Electric Power (000993.SZ): Plans to launch the Luxia Wind Farm Fan Shortage and Comprehensive Performance Improvement Project (Phase II)

Mindong Electric Power (000993.SZ) announced that in order to eliminate potential safety hazards and improve business efficiency, the board of directors agreed to authorize Aerospace Minjian New Energy (Xiapu) Co., Ltd. to implement the Luxia Wind Farm fan shortage and comprehensive performance improvement (phase II) project in accordance with the reporting plan. The total cost is controlled within 36.8 million yuan. The funding source is its own capital and external loans from Aerospace Minjian New Energy (Xiapu) Co., Ltd.

Yibin Technology (001278.SZ): Plans to invest no less than 100 million yuan in smart car interior parts R&D and manufacturing projects

<长兴经济技术开发区投资协议>Yibin Technology (001278.SZ) announced that the company (“Party B”) held the 14th meeting of the 3rd board of directors on November 15, 2023, deliberated and passed the “bill on signing”, and agreed that the company and the Changxing Economic and Technological Development Zone Management Committee (“Changxing Development Zone Management Committee” or “Party A”) will sign an “Investment Agreement” to further implement the development strategy of the company in the Changxing Economic and Technological Development Zone to invest in smart car interior R&D and manufacturing in the Changxing Economic and Technological Development Zone The project (the details are subject to filing by the competent government department, hereafter referred to as “the project”). The total investment amount of the project is not less than 100 million yuan, and the company invests with its own capital or self-raised funds. On the same day, the two parties completed the signing of the aforementioned “Investment Agreement”. The project company purchased advanced production equipment and auxiliary equipment, adopted energy-saving, environmentally friendly production processes, and new raw and auxiliary materials, established complete environmentally friendly disposal facilities, and built an annual production capacity of 100,000 sets of auto parts such as columns, door panels, and instrument panels for smart cars.

[Contract won the bid]

State Grid Communications (600131.SH): Four wholly-owned subsidiaries won a total of 1,042 billion yuan in national grid-related projects

State Grid Communications (600131.SH) announced that its wholly-owned subsidiaries, Beijing CLP Puhua Information Technology Co., Ltd., Anhui Jiyuan Software Co., Ltd., Beijing CLP Feihua Communications Co., Ltd., and Sichuan Zhongdian Qiming Information Technology Co., Ltd. recently won the bid for the 56th batch of procurement by State Grid Co., Ltd. in 2023 (third equipment bidding and procurement for digital projects), the fifty-seventh batch procurement (third service tender procurement for digital projects), and the 83rd batch procurement (fifth substation equipment (including cable) bidding and procurement for power transmission and transformation projects) for some of the projects mentioned above. The wholly-owned subsidiary won a total of 1044,4647 million yuan in bids.

High Speed Rail Electric (688285.SH): Won the bid for the construction of a railway project from Harbin to Tieli

High Speed Rail Electric (688285.SH) announced that it recently received the “Notice of Winning the Bid for the New Harbin to Railway Project”. The winning bid amount for this project was RMB 51,709,736.00. The impact on the company's current performance in 2023 depends specifically on the date the project contract was signed and the execution period.

[[Share acquisition]

Weike Technology (301196.SZ): Plans to acquire 100% of Uke Plastics's shares for 60 million yuan

Weike Technology (301196.SZ) announced that in order to further improve the company's industrial layout, better expand market space, and enhance the company's comprehensive competitive strength, Xiamen Weike Molding Technology Co., Ltd. plans to use 60 million yuan of its own capital to acquire 100% of the shares of Uke Plastics (Xiamen) Co., Ltd. (“Yuke Plastics”) held by Global Technology (“Universal Technology”) (excluding the shares held by Yuke Plastics) in its subsidiary Yuke Mold (Xiamen) Co., Ltd. (“Yuke Mold”). After the acquisition is completed, the company holds 100% of the shares in Yuke Plastics, and Yuke Plastics will become a wholly-owned subsidiary of the company.

China Shipbuilding Technology (600072.SH): Subsidiary to list and transfer 100% of Shengshou Company's shares

CSIC (600072.SH) announced that China Shipbuilding Wind Power Development Co., Ltd., a wholly-owned subsidiary, plans to transfer 100% of the shares of Shouyang County Shengshou Wind Power Co., Ltd. (“Shengshou Company”) held by its wholly-owned subsidiary CSIC Clean Energy Technology (Beijing) Co., Ltd. (“Beijing Technology Company”) at an initial listing price not lower than the assessed value of 212.49 million yuan. This asset transfer will help CSIC Wind Power, a wholly-owned subsidiary, reduce the overall balance ratio, improve the quality of operations, return early investment capital, and meet the development needs of CSIC Wind Power's subsequent clean energy power plant development, investment and construction. This asset sale will have a positive impact on the current profit situation on the day the asset transaction is completed.

[[Ban lifted]

China Control Technology (688777.SH) announced that the restricted shares listed and circulated this time are part of the company's initial public offering of restricted shares. The number of restricted shareholders is 5, and the sales restriction period is 36 months from the date the company's shares are listed. The number of restricted shares corresponding to this group of restricted shareholders is 239 million shares, accounting for 30.43% of the company's total share capital. Currently, the lockdown period for these shares is about to expire and will be listed for circulation on November 24, 2023.

Yinjiang Technology (300020.SZ): The ban on the sale of 139 million restricted shares will be lifted on November 20

Yinjiang Technology (300020.SZ) announced an indicative announcement on the issuance of restricted shares to specific targets. The number of shares requested to be lifted is 138,888,888 shares, accounting for 17.4774% of the company's total share capital; the actual number of shares that can be listed and circulated is about 139 million shares, accounting for 17.4774% of the company's total share capital. The date on which the restrictions on sale of shares can be lifted for listing and circulation is November 20, 2023 (Monday). The total number of shareholders applying to lift the restrictions on the sale of shares is 14.

[Repurchase]

Dayuan Pump (603757.SH): Plans to spend 25 million yuan to 50 million yuan to repurchase shares

Dayuan Pump (603757.SH) announced that on the basis of considering operating conditions, financial conditions, and future profitability, the company plans to repurchase the company's shares with its own capital to cancel and reduce the company's registered capital. The total repurchase capital shall not be less than RMB 25 million (inclusive), not more than RMB 50 million (inclusive), and the repurchase price shall not exceed RMB 32 per share (inclusive).

Wanyi Technology (688600.SH): Plans to repurchase 25 million yuan to 50 million yuan of company shares

Wanyi Technology (688600.SH) announced that the total amount of capital it plans to repurchase is not less than RMB 25 million, not more than RMB 50 million of the company's shares, and the repurchase price is no more than RMB 27.45 per share.

Bank of Ningbo (002142.SZ) announced that Youngor Group Co., Ltd., which holds more than 5% of the company's shares, plans to increase its holdings of the company by no less than 20 million shares through methods permitted by the Shenzhen Stock Exchange trading system (including but not limited to centralized bidding transactions, bulk transactions, agreement transfers, etc.) within 6 months from November 16, 2023, and the increase price will not be higher than 26.00 yuan/share.

Liaoning Chengda (600739.SH): Jilin Aodong increased its shareholding by 1.01%

Liaoning Chengda (600739.SH) announced that from June 20, 2022 to November 15, 2023, when the market closed on November 15, 2023, Aodong, Jilin, has accumulated 15,414,857 common stock A shares of Liaoning Chengda Co., Ltd. through the centralized bidding system of the Shanghai Stock Exchange, accounting for 1.01% of the company's total issued shares.

Changhong Huayi (000404.SZ): Some directors and supervisors plan to increase their holdings in the company by no less than 778.1 million yuan in total

Changhong Huayi (000404.SZ) announced that some directors, supervisors, and senior management of the company plan to increase their holdings of the company's shares through centralized bidding transactions in the open market within 3 months from the date of disclosure of the announcement. The total increase amount will not be less than RMB 778.1 million (including capital).

[Other]

China-Beibei Communications (603220.SH): Signed a 346 million yuan computing power service framework contract

Zhongbei Communications (603220.SH) announced that the company and Beijing Zhongke Xinyuan Technology Co., Ltd. (hereinafter referred to as “Party B”) have signed a technical service framework agreement for computing power services. Since Party A has AI computing power service capabilities, both parties A and B cooperate to carry out AI computing power value-added service business. A provides AI computing power services to Party B for use in providing value-added computing power services to Party B or third parties.

Party A provides Party B with a total of 1920 PAI computing power technology services. A total of 128 sets of high-performance computing power integrated cabinets are provided, and the computing power of a single cabinet is not less than 15P. According to project requirements, Party A will provide Party B with the first batch of 640P computing power technology services by December 30, 2023, and complete the remaining computing power technology services by March 30, 2024, with a contract amount of 346 million yuan.

Shanghai Port (605598.SH): Signed a strategic cooperation agreement with Yancheng Port Group

Shanghai Port (605598.SH) announced that it signed a “Strategic Cooperation Agreement” with Jiangsu Yancheng Port Holding Group Co., Ltd. (“Yancheng Port Group”) on November 15, 2023. Based on the principles of complementary advantages and win-win cooperation, the two sides will use their professional capabilities and resource advantages to carry out all-round and multi-level cooperation in development consulting, technical cooperation, project cooperation, establishment of joint ventures, talent and technology exchanges, etc., to establish a long-term strategic cooperative relationship, enhance the market competitiveness of the two sides, and facilitate the progress of the ecological economic area around the Yellow Sea.