[Focus on hot topics]

Weston (301315.SZ) announced an announcement of abnormal stock price fluctuations. In the industrial sector, the company's revenue mainly comes from the development and service of industrial software such as MOM and ERP, as well as related software and hardware system integration services. The development of smart device products is the company's research, exploration and technical reserves in the field of intelligent manufacturing. Currently, the company is still based on the software business and has no plans to transform into a smart device manufacturer. The main customers in the financial sector are national commercial banks and national financial institutions. The company mainly provides them with data software products and services based on big data platforms. The company's business does not involve Internet financial services, and the financial sector accounts for a relatively low proportion of the company's revenue.

Dongfeng Motor (600006.SH): There is no material information that should have been disclosed but not disclosed

Dongfeng Motor (600006.SH) announced abnormal stock trading fluctuations. The cumulative deviation value of the stock price increase exceeded 20% for three consecutive trading days on January 22, January 23, and January 24, 2024. According to the relevant provisions of the “Shanghai Stock Exchange Trading Rules”, this is an abnormal stock fluctuation. After the company's own investigation and sent a letter to Dongfeng Motor Group Co., Ltd., the controlling shareholder, to inquire, there was no material information that should have been disclosed but not disclosed as of the disclosure date of this announcement. As of January 23, 2024, the company's price-earnings ratio was 42.30, and the price-earnings ratio of the automobile manufacturing industry was 22.74. The company's price-earnings ratio was higher than the industry's price-earnings ratio.

7-board Hasson Co., Ltd. (603958.SH): The target company of the restructuring is heavily dependent on the Apple industry chain

Hasson Co., Ltd. (603958.SH) announced that on January 24, 2024, the company's stock price rose and stopped again. From January 16, 2024 to January 24, 2024, the company's stock has risen and stopped for 7 consecutive trading days, with a cumulative increase of 95.02%. The company's stock price fluctuated greatly in the short term. The latest trend price-earnings ratio of the company's stock was -6,022.02. Currently, the company's main business is still brand operation, product design and sales of high-end leather shoes.

Suzhou Langkus Precision Hardware Co., Ltd. (hereinafter referred to as “Suzhou Lancs”), the target company of the company's restructuring, is heavily dependent on the Apple industry chain. Suzhou Lancs mainly provides contract processing services for structural parts such as mobile phone frames for Apple industry chain manufacturers. If demand in the Apple industry chain changes in the future, it may have a major adverse impact on Suzhou Lancs. According to unaudited data, Jiangsu Langxun's 2022 and 2023 apple industry chain revenue accounted for about 90% and 40% of its total revenue, respectively; Suzhou Langkes' 2022 and 2023 apple industry chain revenue accounted for 96% and 89% of its total revenue, respectively.

[Contract project]

Aerospace Electric (002025.SZ): Plans to invest 489 million yuan to build a civil connector and civil motor industry production plant project (Phase I)

Aerospace Electric (002025.SZ) announced that in order to optimize and adjust the company's industrial layout, effectively address the effects of factors such as scattered production sites and limited development space for Aerospace Electric's related subsidiaries in South China, and meet the site needs of relevant subsidiaries for industrial resource integration and optimized layout. On January 24, 2024, the company held the second interim meeting of the 7th board of directors in 2024 to review and pass the “Proposal on Investing in the Construction of the Guangzhou Zengcheng Civil Connector and Civil Motor Industry Production Plant Project (Phase I)”. The board of directors agreed that the company would invest 489 million yuan to build a civil connector and civil motor industry production plant project (Phase I) within the newly purchased land area in Zengcheng District, Guangzhou to optimize and integrate the aerospace appliance industry in South China to provide a stable place of business and development space for subsequent development and support the development of the aerospace electrical industry.

Sirui New Materials (688102.SH): Plans to invest 510 million yuan to build a “liquid rocket engine thrust chamber materials, parts and components industrialization project”

Sirui New Materials (688102.SH) announced that this project invested by the company is an “industrialization project for liquid rocket engine thrust chamber materials, parts, and components”. The project plans to invest RMB 510 million, of which RMB 230 million will be invested in the first phase and RMB 280 million will be invested in the second phase. The overall project is expected to produce about 300 tons of forgings per year, 400 sets of rocket engine injector panels, 1,100 sets of rocket engine thrust interior walls, and exterior wall components.

Sirui New Materials (688102.SH): Plans to invest 820 million yuan to build the “Sirui New Materials Technology Industrial Park Construction Project (1)”

Sirui New Materials (688102.SH) announced that Xi'an Sirui Advanced Copper Alloy Technology Co., Ltd., a wholly-owned subsidiary of the company, now plans to invest RMB 820 million to build the “Sirui New Material Technology Industrial Park Construction Project (1)”, which includes “R&D and industrialization projects for electric vacuum materials and components such as 30,000 sets of medical imaging equipment”; the “annual output of 20 million sets of optical module chip bases/case materials and components”, with an investment of RMB 120 million; the “tungsten-copper alloy material and parts project” will invest 100 million yuan RMB.

[Contract won the bid]

Overseas Chinese Bank Co., Ltd. (002973.SZ): Pre-bid for about 121 million yuan integrated sanitation operation service project in Mawei Town, Mawei District, Fuzhou City, Fujian Province

Qiaoyin Bank Co., Ltd. (002973.SZ) announced that recently, Qiaoyin City Management Co., Ltd. won a pre-bid for an integrated sanitation operation service project in Mawei Town, Mawei District, with a bid (transaction) amount of about 121 million yuan/3 years.

CCCC Real Estate (000736.SZ): A related party won the bid for the holding subsidiary CCCC Future Science and Technology Innovation City Project Power Support Project

CCCC Real Estate (000736.SZ) announced that the holding subsidiary CCCC Xiong'an Industrial Development Co., Ltd. is developing and constructing CCCC's future science and technology innovation city project. According to the progress of the project, CCCC Xiongan is considering CCCC Future Science and Technology Innovation City Project 5 #、11 #、12 #地块电力配套工程进行了公开招标。 This public tender was handled in strict accordance with procedures in accordance with the regulations of the country and relevant authorities, in accordance with the principles of openness, fairness and impartiality. After public tendering and bid evaluation, it was determined that CCCC First Navigation Engineering Bureau Co., Ltd. was the winning bidder, with a bid amount of 26.4016 million yuan. CCCC First Navigation Engineering Bureau Co., Ltd. is a subsidiary of China Communications Construction Group Co., Ltd., the indirect controlling shareholder of the company. It has a related relationship with the company, and this public tender constitutes a related transaction.

Hengshang Energy Saving (603137.SH): won the bid for the relevant project located in the Lingang New Area of Pudong New Area, Shanghai

Hengshang Energy Saving (603137.SH) announced that it recently received two winning notices from Jingang Xijiu Real Estate Co., Ltd. and Shanghai Construction Engineering Second Construction Group Co., Ltd. in the Lingang New Area of Shanghai. 1. Name of the winning project: Lingang New Area 105 Community Finance West Kowloon Project Section 12 Construction General Contracting Project (excluding the pile foundation part of the 12-01 plot) curtain wall project. The bid amount was 10,98926 million yuan. 2. Name of the winning project: Lingang New Area 105 Community Finance West Kowloon Project Section 11 Construction General Contracting Project (15-01 plot excluding pile foundation) curtain wall project. The bid amount was 18,332.36 million yuan. The above winning projects are all located in the Lingang New Area of Pudong New Area of Shanghai. After completion, the relevant regions will become the core area and industrial highland for Lingang's cross-border finance, international trade, digital economy and international talent services.

Zhejiang Jiaotong Technology (002061.SZ): A subsidiary company signed a contract winning the bid of about 1,823 billion yuan

Zhejiang Communications Technology (002061.SZ) announced that on October 31, 2023, the company disclosed the “Notice on Winning the Project” (Notice No. 2023-096), and its subsidiaries Zhejiang Jiaogong Group Co., Ltd. (“Zhejiang Jiaogong”) and Zhejiang Jiaogong Underground Engineering Co., Ltd. (“Jiaotong Underground Engineering”) won the bid for the Wuzhou (Longyan Tsui) to Shuolong Highway (Wuzhou Huancheng Expressway South Section) financing+engineering general contracting section 1. Recently, Zhejiang Jiaogong, Jiaogong Underground signed a relevant contract agreement with Guangxi Xinwu Expressway Co., Ltd., the contractor of the project. The provisional tax-inclusive amount of the contract is approximately RMB 1,823 million. If the VAT rate changes due to national policy adjustments, the amount excluding tax remains unchanged, and the total contract price is adjusted according to the latest tax rate.

High Energy Environment (603588.SH): The holding subsidiary won the bid for the Beijing Leachate Treatment Project

High Energy Environment (603588.SH) announced that the holding subsidiary Tianjin Gaoneng Times Water Treatment Technology Co., Ltd. received a “Notice of Winning Bid” from the purchasing agency Beijing Beizhi Bidding Co., Ltd. and confirmed by the purchaser, the Beijing Shunyi District Urban Management Committee. The notice confirmed that the company was the winning bidder for the “Shunyi District Garbage Leachate Treatment Project Operation and Maintenance Project”, with a bid amount of 111,552,000.00 yuan.

[[Share acquisition]

China Eastern Airlines (600115.SH): China Eastern Airlines e-commerce buys 55% of China Eastern Airlines Media's shares for 126 million yuan

China Eastern Airlines (600115.SH) announced that on January 24, 2024, China Eastern Airlines E-Commerce, a wholly-owned subsidiary of the company, signed a “Property Transaction Contract” with China Eastern Airlines Group. China Eastern Airlines E-Commerce acquired 55% of China Eastern Airlines Media's shares held by China Eastern Airlines Group. The share purchase price was approximately RMB 126.203 million.

Liancheng Precision (002921.SZ): Bought 64.4131% of Delong shares for 77.295,800 yuan

Liancheng Precision (002921.SZ) announced that on January 24, 2024, the company received a “Notice of Contract Signing” from the Beijing Property Exchange. According to the notice, the company successfully bid for 405.88 million shares of Jiangsu Sumeda Delong Auto Parts Co., Ltd. (“Delong Shares” or “Target Company”) held by Jiangsu Sumeda at a price of 77.295,800 yuan (accounting for 64.4131% of the total shares of the bid company).

[Performance data]

Changhong Meiling (000521.SZ): 2023 net profit pre-increased by 186.25%-214.88%

Changhong Meiling (000521.SZ) announced its 2023 annual results forecast. Net profit attributable to shareholders of listed companies during the reporting period was 70,000,000 yuan to 770.01 million yuan, an increase of 186.25%-214.88% over the same period of the previous year; net profit profit after deducting non-recurring profit and loss was 720.00 million yuan to 790,000 yuan, an increase of 600.80%-668.94% over the same period last year; basic earnings per share were 0.6797 yuan/share — 0.7476 yuan/share.

Zoomlion Heavy Industries (000157.SZ): 2023 net profit pre-increased by 46.57%-56.98%

Zhonglian Heavy Industries (000157.SZ) announced its 2023 annual results forecast. Net profit attributable to shareholders of listed companies during the reporting period was 3.38 million yuan to 3620 million yuan, an increase of 46.57%-56.98% over the same period of the previous year; net profit profit after deducting non-recurring profit and loss was 227 million yuan to 242 million yuan, an increase of 75.59%-87.20% over the same period last year; basic earnings per share were 0.39 yuan/share - 0.42 yuan/share.

Nenghui Technology (301046.SZ): 2023 net profit pre-increased by 121.86%-186.89%

Nenghui Technology (301046.SZ) announced its 2023 annual results forecast. Net profit attributable to shareholders of listed companies during the reporting period was 58 million yuan to 75 million yuan, an increase of 121.86%-186.89% over the same period of the previous year; net profit profit after deducting non-recurring profit and loss was 53 million yuan to 70 million yuan, an increase of 178.53%-267.86% over the same period last year.

Xiamen Airport (600897.SH): Net profit forecast to increase by 1042%-1270% in 2023

Xiamen Airport (600897.SH) announced the 2023 annual results advance announcement. According to preliminary estimates by the finance department, it is expected to achieve net profit of 321 million yuan to 385 million yuan in 2023. Compared with the same period last year, it will increase 292.9 million yuan to 356.9 million yuan, an increase of 1.042%-1,270% over the previous year. It is expected to achieve net profit of 267 million yuan to 32 million yuan after deducting non-recurring profit and loss attributable to the owners of the parent company in 2023, an increase of 329.22 million yuan to 382.22 million yuan compared with the same period last year.

GM Co., Ltd. (601500.SH): Net profit is expected to increase by 1,079% to 1492% in 2023, and tire production and sales will achieve a significant increase in tire production and sales

GM Co., Ltd. (601500.SH) announced a preliminary increase in its 2023 annual results. According to preliminary estimates by the finance department, it is estimated that net profit attributable to shareholders of listed companies in 2023 will be 200 million yuan to 270 million yuan. Compared with the same period last year, it will increase by 183 million yuan to 253 million yuan, an increase of 10,79% to 1492% over the previous year. Net profit attributable to shareholders of listed companies after deducting non-recurring profits and losses in 2023 is expected to be 180 million yuan to 240 million yuan. Compared with the same period last year, it will increase by 187 million yuan to 247 million yuan, an increase of 2523% to 3330% over the previous year.

During the reporting period, domestic economic activity resumed, consumer demand in overseas tire markets boosted, raw material and shipping prices fell, and the company continued to optimize product structure, improve quality, and promote cost reduction and efficiency, and product gross margin increased markedly. The company grasps the “domestic and international dual cycle” development opportunities, and its overseas dual bases continue to gain strength. Among them, the Thai factory maintained strong production and sales, the Cambodian factory accelerated production capacity, achieved significant growth in tire production and sales, continued to increase its market competitiveness, and its profitability increased dramatically.

Huafeng Co., Ltd. (605100.SH): Net profit pre-increased by 323.85% to 408.62% in 2023, production and sales achieved good growth

Huafeng Co., Ltd. (605100.SH) announced its 2023 annual results forecast. According to preliminary estimates by the finance department, it is expected to achieve net profit of 10.0000 million yuan to 120.00 million yuan in 2023. Compared with the same period last year, it will increase 76.4065 million yuan to 96.4065 million yuan, an increase of 323.85% to 408.62% over the previous year. It is estimated that in 2023, net profit attributable to the owners of the parent company will be 92.4 million yuan to 11.24 million yuan. Compared with the same period of the previous year, it will increase by 77.212 million yuan to 97.212 million yuan, an increase of 326.22% to 418.48% over the previous year. In 2023, the company will seize structural growth opportunities in the downstream market, accelerate the optimization of product upgrades and structural adjustments, continuously improve product quality and competitiveness, and achieve good growth in production and sales. At the same time, the company has strengthened internal management and effectively implemented measures to reduce costs and increase efficiency, improving quality and efficiency is quite obvious.

[Repurchase]

Gold medal kitchen cabinet (603180.SH): plans to spend 30 million yuan to 60 million yuan to buy back shares

Gold Medal Kitchen Cabinet (603180.SH) announced that the company plans to repurchase the company's shares through centralized bidding transactions to implement equity incentives, employee stock ownership plans, and convertible debt-to-equity swaps. The total repurchase capital shall not be less than RMB 30 million (inclusive), not more than RMB 60 million (inclusive), and the repurchase price shall not exceed RMB 36.58 per share (inclusive).

Haohan Depth (688292.SH): Plans to repurchase shares for 20 million yuan to 40 million yuan

Haohan Depth (688292.SH) announced that the total capital to be repurchased will not be less than RMB 20 million, not more than RMB 40 million, and that the repurchase price or price range will not exceed RMB 40 per share.

Wolong Electric Drive (600580.SH): Plans to repurchase 50 million yuan to 100 million yuan of company shares

Wolong Electric Drive (600580.SH) announced that the total capital to be repurchased will not be less than RMB 50 million, not more than RMB 10,000 million, and that the share repurchase price will not exceed RMB 16.92 per share.

RheinBio (002166.SZ): Plans to spend 100 million yuan to 200 million yuan to buy back the company's shares

RheinBio (002166.SZ) announced that the company plans to repurchase the issued RMB common stock (A share) shares. The purpose of repurchasing shares is to implement an equity incentive plan or employee stock ownership plan. The repurchase amount is not less than RMB 100 million (inclusive) and not more than RMB 200 million (inclusive). The repurchase price does not exceed RMB 8.50 per share (inclusive). The upper limit of the repurchase price did not exceed 150% of the average trading price of the company's shares in the 30 trading days before the board of directors passed the share repurchase decision. The repurchase period is 12 months from the date the board of directors reviews and approves the share repurchase plan.

Huaguang New Materials (688379.SH): Plans to spend 15 million yuan to 30 million yuan to buy back shares

Huaguang New Materials (688379.SH) announced that the company plans to use its own funds to repurchase the company's shares through centralized bidding transactions. All of the shares repurchased will be used to implement employee stock ownership plans or equity incentives at an appropriate time in the future, and will be transferred within three years after the share repurchase implementation results and share change announcements. The total repurchase capital shall not exceed RMB 30 million (inclusive), and not less than RMB 15 million (inclusive). The repurchase price does not exceed RMB 25 per share (inclusive).

Xianglou New Materials (301160.SZ): plans to spend 50 million yuan to 100 million yuan to buy back the company's shares

Xianglou New Materials (301160.SZ) announced that the company plans to use its own or self-raised funds to repurchase the company's shares through centralized bidding transactions. The types of shares repurchased by the company are RMB common stock (A shares) shares already issued and listed by the company, which are used for employee stock ownership plans, equity incentives, or corporate bonds that can be converted into shares issued by listed companies. The total amount of capital to be repurchased shall not be less than RMB 50 million and not more than RMB 10,000 million (all including capital). The total amount of capital actually used shall prevail. The proposed share repurchase price shall not exceed 58 yuan/share (including capital) (no more than 150% of the average trading price of the company's shares in the 30 trading days before the board of directors passed the share repurchase resolution).

Neusoft Group (600718.SH): Plans to spend 100 million yuan to 200 million yuan to repurchase shares

Neusoft Group (600718.SH) announced that the purpose of the company's share repurchase is to protect the company's value and shareholders' rights. All shares obtained from this repurchase will be cancelled after the repurchase is completed; the total repurchase capital will not be less than RMB 100 million, not more than RMB 200 million; and the repurchase price will not exceed RMB 12 per share.

Tianyu Co., Ltd. (300702.SZ): Plans to spend 25 million yuan to 50 million yuan to buy back the company's shares

Tianyu Co., Ltd. (300702.SZ) announced that the company plans to use its own funds to repurchase some of the company's public shares through centralized bidding transactions to implement equity incentive plans or employee stock ownership plans. The total repurchase amount is estimated to be between $25 million and $50 million. The repurchase price is no more than RMB 31.30 per share. Based on the maximum share repurchase price of 31.30 yuan/share, it is not less than 798,800 shares and no more than 1,597,400 shares, accounting for 0.23% to 0.46% of the current total share capital of the company. The repurchase period is 6 months from the date the board of directors of the company reviews and approves the repurchase plan.

Huazu Navigation (300627.SZ) announced that the company recently received a notice from Mr. Zhao Yanping, the controlling shareholder, actual controller and chairman of the company. Based on his confidence in the company's future development prospects and strategic plans and full recognition of the company's value, Mr. Zhao Yanping plans to increase the company's shares within 6 months from January 25, 2024 by means permitted by the Shenzhen Stock Exchange (including but not limited to centralized bidding and bulk transactions).

Chen Zhan Optoelectronics (003019.SZ): The actual controller's concerted action plans to increase the company's shares by 10 million yuan to 20 million yuan

Chen Zhan Optoelectronics (003019.SZ) announced that on January 24, 2024, the company received a “Notice Letter on the Stock Increase Plan” from Baodeyang Technology (Xiamen) Co., Ltd. (“Baodeyang Technology”) controlled by the company's actual controller, Mr. Michael Chao-Juei Chiang (Michael Chao-Juei Chiang). As the main body to increase its holdings, Baodeyang Technology plans to increase its holdings of the company through centralized bidding transactions within 6 months from January 25, 2024. The proposed increase in holdings will not be less than RMB 10 million or RMB 20 million. The proposed increase in holdings will not exceed RMB 22 yuan/share.

Mingguan New Materials (688560.SH): Controlling shareholders agree to increase the company's shares by 10 million yuan to 20 million yuan

Mingguan New Materials (688560.SH) announced that Shanghai Boqiang Investment Co., Ltd. (“Shanghai Boqiang” for short) is the unanimous actor of Mr. Yan Hongjia, the controlling shareholder of Mingguan New Materials Co., Ltd. The company received the “Notice Letter on the Plan to Increase Shares of Mingguan New Materials Co., Ltd.” issued by Shanghai Boqiang on January 24, 2024. Shanghai Boqiang plans to implement this plan to increase its holdings within 3 months from January 25, 2024 to increase the company's shares through the Shanghai Stock Exchange centralized bidding and trading system. The total amount of additional shares will not be less than RMB 10.00 million, not more than RMB 20.00 million.

[Other]

Guangxin Materials (300537.SZ): It is proposed to raise no more than 300 million yuan in capital for a project with an annual output of 50,000 tons of electronic photosensitive materials and supporting materials using a simple procedure

Guangxin Materials (300537.SZ) announced plans to issue shares to specific targets in 2024 using a simple procedure. The total amount of capital to be raised in this offering will not exceed RMB 300 million and no more than 20% of net assets at the end of the most recent year; all net capital raised after deducting related issuance fees will be used for projects with an annual output of 50,000 tons of electronic photosensitive materials and supporting materials.

Zhongxin Fluoride (002915.SZ): Plans to raise no more than 636 million yuan to invest in Zhongxin Gaobao's new electrolyte material construction project, etc.

Zhongxin Fluoride Materials (002915.SZ) announced plans to issue shares to specific targets in 2024. The number of shares to be issued to specific targets is determined by dividing the total amount of capital to be raised by the issuance price, and the number of shares issued does not exceed 30% of the company's total share capital before the issuance to the specified target. Based on the calculation of the total share capital of 327,957,575 shares of the company up to the date of the board resolution, the number of shares issued to the specified target does not exceed 98,387,272 shares (including the number of shares). The current issuance of shares to specific targets is no more than 35 specific investors who meet the requirements of the China Securities Regulatory Commission, including Baiyun Group, the controlling shareholder of the company. The total capital raised by issuing shares to specific targets is no more than 636 million yuan (including capital). After deducting the issuance fee, the plan is to invest 312 million yuan in Zhongxin Gaobao's new electrolyte material construction project, 135 million yuan for an annual output of 2,000 tons of BPEF, 500 tons of BPF and 1,000 tons of 9-fluorene products, and 390.00 million yuan for the 1,500 tons/day sewage treatment center construction project in the west plant area of Zhejiang Zhongxin Fluorine Materials Co., Ltd., to supplement the working capital with 150 million yuan.