[Focus on hot topics]

Shanghai Shanghai Industrial (603131.SH) announced that at present, the company's main business has not changed. Shanghai Shanghai Airlines Satellite Technology Co., Ltd., a wholly-owned subsidiary of the company, is involved in some satellite component-related businesses, and its revenue accounts for about 1%-2% of the listed companies' revenue; the company is involved in robot system integration business, and the revenue accounts for about 1%-2% of the listed company's revenue. The satellite components-related business and robot system integration business account for relatively small revenue, and there is no significant impact on the company's performance. The development of related businesses is related to many factors, such as the country's development plans for related industries, and there is still uncertainty.

Aonong Biotech (603363.SH): Court Rules Accepting Controlling Shareholder Reorganization

Aonong Biotech (603363.SH) announced that the People's Court of Yancheng District, Zhangzhou City, Fujian Province ruled on March 7, 2024 to accept the restructuring application of creditor Fujian Dazhou Construction Group Co., Ltd. against Zhangzhou Aonong Investment Co., Ltd. (formerly “Xiamen Aonong Investment Co., Ltd.”, “Aonong Investment Co., Ltd.”), the controlling shareholder of Fujian Aonong Biotechnology Group Co., Ltd.

[Investment projects]

Wenke Co., Ltd. (002775.SZ): Jiansheng Green Energy plans to invest in the construction of rooftop distributed photovoltaic projects

Wenke Co., Ltd. (002775.SZ) announced that according to the strategic development plan of Guangdong Wenke Green Technology Co., Ltd. and the business development needs of Guangdong Jiansheng Green Energy Co., Ltd. (“Jiansheng Green Energy”), a holding subsidiary of the company, Jiansheng Green Energy plans to acquire 100% of the shares of Huizhou Lingdian New Energy Co., Ltd. (“Project Company”) to invest mainly in the construction of rooftop distributed photovoltaic projects. The estimated total installed capacity is about 7.38 MW (based on actual installed capacity), and the total estimated investment of the project is 26.252,000 yuan.

Guodian Nanrui (600406.SH): Plans to invest in the construction of the “Jiangning Base Park Upgrading and Renovation Project”

Guodian Nanrui (600406.SH) announced that the company plans to invest in the construction of the “Jiangning Base Park Upgrading and Renovation Project”. The total investment of the project is 666.98 million yuan, and the construction period is expected to be 52 months. The funding source is the company's own funding.

[Contract won the bid]

Guangdong Construction Engineering (002060.SZ): The consortium won the bid for Guangzhou to develop the 750MW wind power project EPC project in Xiqing District, Tianjin

Guangdong Construction Engineering (002060.SZ) announced that on March 6, 2024, Guangdong Yuantian Engineering Co., Ltd. (“Yuantian Company”), a wholly-owned subsidiary of Guangdong Construction Engineering Group Co., Ltd., received the “Notice of Winning Bid” (Guangzhou Public Finance (Construction) [2024] No. [01148]) from Guangzhou Trading Group Co., Ltd. The “Notice of Winning Bid” determined that the consortium formed by Yuantian Company (member party) and China Energy Construction Group Guangdong Thermal Power Engineering Co., Ltd. (organizer) was the winning bidder for the “Guangzhou Development of the 750MW Wind Power Project in Xiqing District of Tianjin [JG2024-0695]”. The contract content was the contract content specified in the tender documents. The winning bid price for the project was 489,3417,023.66 million yuan, and the total construction period of the project was 18 months. Among them, the amount of engineering construction tasks undertaken by Yuantian Company is approximately RMB 1845.9 million (the final amount is subject to the actual contract signed). According to the tender documents, the project plans to install 120 wind turbines with a stand-alone capacity of 6.25MW, with an installed capacity of 750MW, and build 2 220kV booster stations.

Shouhang Hi-Tech (002665.SZ): Signed a major contract of about 429 million yuan

Shouhang Hi-Tech (002665.SZ) announced that recently, Shouhang Hi-Tech Energy Technology Co., Ltd. (“Company” or “Seller”) and China Energy Construction Group Northwest Electric Power Construction Engineering Co., Ltd. (“Buyer”) signed the “Tangshan Haitai Xinneng Technology Co., Ltd. Tower Concentrator Collection System Procurement Contract”. The contract stipulates that the seller will provide contract equipment and services for the buyer Tangshan Haitai Xinneng Technology Co., Ltd. (integrated photothermal+photovoltaic system). The total contract amount (tax included) is approximately RMB 429 million.

[[Share acquisition]

Xintian Pharmaceutical (002873.SZ) announced that it plans to purchase 85.12% of Huilun Pharmaceutical's shares held by 88 Huilun Pharmaceutical shareholders, including Dong Dalun, Dong Zhu, and Hainan Qianyao, through the issuance of shares. After the transaction is completed, Huilun Pharmaceutical will become a wholly-owned subsidiary of the listed company. This transaction does not involve raising supporting funds. After the audit and evaluation work relating to the underlying asset is completed, the listed company will sign a supplementary agreement with the counterparty to issue shares and purchase assets, confirm the final transaction price and transaction plan, and disclose it in the restructuring report. Huilun Pharmaceutical's main business is R&D, production and sales of small molecule chemicals. It is committed to innovation and development in the fields of immuno-inflammatory, anti-tumor, cardiovascular, gynecologic, and andrology diseases. Huilun Pharmaceutical focuses on unmet clinical needs, lays out chemicals through source innovation, improved innovation, and high-end prototyping, and is committed to providing patients with safe, effective and economical treatment options.

Mubang Hi-Tech (603398.SH): Bangling International plans to transfer no more than 5.30% of the company's shares in an agreement

Mu Bang Hi-Tech (603398.SH) announced that Bangling International plans to transfer no more than 23 million shares of the company through an agreed transfer, that is, the transfer ratio will not exceed 5.30% of the company's total share capital. The share transfer period will be within 6 months from March 13, 2024. This share transfer is an agreed transfer and does not involve a reduction in secondary market holdings.

[Performance data]

Huarong Chemical (301256.SZ): Net profit increased by 13.53% to 139 million yuan in 2023, plans to pay 10 to 2 yuan

Huarong Chemical (301256.SZ) released its 2023 annual report. During the reporting period, the company achieved operating income of 1,059 million yuan, a year-on-year decrease of 6.67%; net profit attributable to shareholders of listed companies was 139 million yuan, up 13.53% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 101 million yuan, up 5.00% year on year; and basic earnings per share were 0.29 yuan. A cash dividend of 2.0 yuan (tax included) is distributed to all shareholders for every 10 shares.

Lianke Technology (001207.SZ): Net profit for 2023 increased by 51.27% to 169 million yuan, plans to pay 10 to 5 yuan

Lianke Technology (001207.SZ) announced its 2023 annual report. In 2023, the company achieved operating income of 1,917 billion yuan, an increase of 4.45%; net profit attributable to shareholders of listed companies was 169 million yuan, up 51.27% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 165 million yuan, an increase of 77.49% year on year; basic income per share was 0.88 yuan; and plans to distribute a cash dividend of 5.00 yuan (tax included) for every 10 shares to all shareholders.

Teyi Pharmaceutical (002728.SZ): Net profit increased by 42.07% to 253 million yuan in 2023, plans to convert 10 to 4 to 5 yuan

Teyi Pharmaceutical (002728.SZ) announced its 2023 annual report. In 2023, the company achieved operating income of 1,067 million yuan, an increase of 20.38%; realized net profit attributable to shareholders of listed companies of 253 million yuan, an increase of 42.07%; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 249 million yuan, an increase of 43.61% year on year; basic income per share was 0.77 yuan; it plans to distribute a cash dividend of 5.00 yuan (tax included) for every 10 shares to all shareholders. Shares.

[Repurchase]

Qinchuan IoT (688528.SH): cumulative repurchase of 2.01% of the company's shares

The Qinchuan Internet of Things (688528.SH) announced that as of March 7, the company had repurchased a total of 3.3773 million shares through the Shanghai Stock Exchange system, accounting for 2.01% of the company's total share capital. The highest price of the repurchase transaction was 8 yuan/share, the lowest price was 6.90 yuan/share, and the total amount of capital paid was about 25.19 million yuan.

Sifang New Materials (605122.SH) announced that the company's controlling shareholders and actual controllers, Li Dezhi and Zhang Lilan, plan to increase their holdings by a total amount of not less than 17 million yuan, not more than 20 million yuan; the increase price will not be higher than 12.78 yuan/share.

Jinling Sports (300651.SZ): General manager Li Jiangang plans to increase the company's shares by 10 million yuan to 20 million yuan

Jinling Sports (300651.SZ) announced that Mr. Li Jiangang, the director and general manager of the company, enhances investor confidence based on his confidence in the company's future development and long-term investment value, and plans to increase his holdings within 6 months from the date of disclosure of the announcement. The total amount proposed to increase his holdings is not less than RMB 10 million, not higher than RMB 20 million. The capital required to increase his holdings is his own capital.

Jujie Microfibre (300819.SZ): The controlling shareholder plans to increase the company's shares by 15 million yuan to 30 million yuan

Jujie Microfibre (300819.SZ) announced that, based on confidence in the company's future development and recognition of long-term investment value, the company's controlling shareholder Suzhou Jujie Investment Co., Ltd. (“Jujie Investment”, “shareholding entity”) plans to increase its holdings within the next 6 months from the date of the announcement through methods permitted by the China Securities Regulatory Commission and the Shenzhen Stock Exchange trading system (including but not limited to centralized bidding and bulk trading). The total proposed increase in holdings is not less than RMB 15 million and no more than RMB 30 million.

[Other]

Huibo Yuntong (301316.SZ): It is intended to raise no more than 432 million yuan in capital from actual controllers for big data and AI big model research projects for enterprise application scenarios, etc.

Huibo Yuntong (301316.SZ) announced a plan to issue A shares to specific targets in 2024. The number of shares issued to specific targets this time is no more than 30,000,000 shares (including shares), accounting for 7.50% of the company's total share capital before this issuance, and not more than 30% of the company's total share capital before this issuance. The offering price is 14.39 yuan/share. This time, the shares were issued to a specific target person to Mr. Yu Hao, and the issuer subscribed in cash. Mr. Yu Hao is the actual controller of the company, and this release to a specific target constituted a related transaction. The total amount of capital to be raised in this offering is no more than 431.7 million yuan (including the number of copies). The net amount raised after deducting the issuance fee, 130 million yuan will be used for big data and AI big model research projects for enterprise application scenarios, and 302 million yuan to supplement working capital.

Keheng Co., Ltd. (300340.SZ): Signed cooperation framework agreements with Gree Supply Chain and Gechuang Supply Chain

Keheng Co., Ltd. (300340.SZ) announced that in order to meet the normal production, operation and working capital needs of the company and its subsidiaries, Yingde Keheng New Energy Technology Co., Ltd. (“Yingde Keheng”), Zhuhai Keheng New Energy Materials Co., Ltd. (“Zhuhai Keneng” for short), Shenzhen Haoneng Technology Co., Ltd. (“Haoneng Technology” for short) and Zhuhai Gree Supply Chain Management Co., Ltd. (“Gree Supply Chain” for short), Zhuhai Gree Supply Chain Management Co., Ltd. (“Gree Supply Chain” for short) Supply Chain Management Co., Ltd. (abbreviation “Ge “Create a supply chain”) will carry out business cooperation as agreed in the “Cooperation Framework Agreement”. Gree Supply Chain and Gechuang Supply Chain have given Jiangmen Keheng, Yingde Keheng, Zhuhai Keheng, Zhuhai Haoneng, and Haoneng Technology a total procurement business quota of RMB 650 million. This amount is a recyclable quota. At the same time, after review of Haoneng Technology's internal procedures, it was agreed to provide pledge guarantee liability for accounts receivable for the full and effective implementation of the “Cooperation Framework Agreement” and Gree Supply Chain and the “Product Sales Contract” signed between Jiangmen Keheng, Yingde Keheng, Zhuhai Keneng, Zhuhai Hanneng, and Haoneng Technology.

Gree Supply Chain and Gechuang Supply Chain purchased corresponding raw materials confirmed by each party and sold to Jiangmen Keheng, Yingde Keheng, Zhuhai HaoNeng and Haoneng Technology according to the order requirements of Jiangmen Keheng, Yingde Keheng, Zhuhai HaoNeng and Haoneng Technology to meet their normal production needs; Gree Supply Chain and Gechuang Supply Chain together supply a total raw material procurement business amount of RMB 650 million. This amount is a recyclable usage quota; the agreement is a recyclable usage quota; the agreement is signed by all parties and approved by the relevant authorized agencies until December 31, 2024. Yes, it continues until the end of the business Expires on the Qing dynasty. If there is no written objection by either party before the expiration of this agreement, it will automatically continue for two years (until December 31, 2026; if the business is unsettled, it will continue until the date the business is settled).