[Focus on hot topics]

Li Yuanheng (688499.SH) announced abnormal fluctuations in stock trading. The company is mainly engaged in R&D, production and sales of high-end intelligent manufacturing equipment, mainly providing high-end equipment and smart factory solutions for well-known domestic and foreign enterprises in the field of new energy. The company signed a strategic agreement with Qingtao (Kunshan) Energy Development Co., Ltd. (“Qingtao Energy”) in July 2022, agreeing to develop comprehensive cooperation in the field of new energy based on the technical and market advantages of the two parties in their respective fields. Since 2022, the company has successively provided equipment such as cell assembly lines, chemical composition, laser module division all-in-one machines, and laser welding machines for Qingtao Energy. The main equipment has been delivered and some have been inspected. Up to now, the revenue confirmed by the company and Qingtao Energy accounts for about 2% of 2022 revenue, which is relatively small. Currently, there is no significant impact on the company's operating performance, and the business of both parties is progressing normally.

Sanxiang New Materials (603663.SH): Zirconium-based materials business revenue accounts for a small proportion of the company's main revenue, and is estimated to account for less than 1%

Sanxiang New Materials (603663.SH) announced a stock trading risk warning notice. The company is concerned that the solid-state battery concept has received high market attention recently. The company has carried out research and development of solid electrolytes and related zirconium-based materials to downstream customers. The company's zirconium series materials are widely used. Zirconium-based materials in the solid state battery field are the downstream application of the company's zirconium products. The company and downstream customers are still in the product sample testing and optimization stage, and large-scale sales have not yet been formed. The business revenue in this field accounts for a small proportion of the company's main revenue, which is expected to account for less than 1%, which has limited impact on the company's short-term performance.

Lianming Co., Ltd. (603006.SH): There are no Xiaomi cars among the company's customers

Lianming Co., Ltd. (603006.SH) announced an announcement of abnormal fluctuations in stock trading. The company's main business is automobile body parts business and integrated supply chain service business, respectively. It does not involve robot parts products, and there are no Xiaomi cars among the company's customers. The company's body parts business is mainly the development, production and sale of car body parts. The company's body parts products mainly refer to stamped and welded assembly parts that make up the white body of a car, including wheel cover assemblies, column assemblies, sunroof frame assemblies, rear end panel assemblies, coat panel assemblies, taillight bracket assemblies, side panels, and middle channel assemblies. The company's integrated supply chain service business is mainly supply chain management services, packaging equipment business and cold chain logistics business. It mainly provides customers with integrated third-party supply chain services such as data analysis, information management, warehousing and distribution, auto parts packaging, etc. Currently, the specific business mainly includes circular logistics equipment management business, VMI (VMI) (Vendor Managed Inventory, Supplier Management Inventory), inbound logistics business, packaging equipment business, cold chain business, etc.

Zhongchuang Logistics (603967.SH): Does not involve low-altitude drone transportation logistics

Zhongchuang Logistics (603967.SH) announced an announcement of abnormal fluctuations in stock trading. The company is not involved in low-altitude drone transportation logistics. No other recent media reports or market rumors requiring clarification or response have been identified.

[Investment projects]

Biyi Co., Ltd. (603215.SH): Plans to invest 50 million US dollars to build a kitchen appliance factory project with an annual output of 7 million units in Thailand

Biyi Co., Ltd. (603215.SH) announced that in order to further enhance the company's overall competitiveness and enhance the influence of Chinese companies around the world, the company will invest in a Thai kitchen appliance factory project with an annual output of 7 million units through its subsidiaries Fuyi Group Limited (“Hong Kong Fuyi”) and Singapore Lidatong Holdings Limited (Hong Kong Fuyi 100%, hereinafter referred to as “Singapore Rieter”). This project is expected to contribute 7 million units of overseas production capacity after delivery, mainly for the manufacture of air fryers, coffee machines and other new categories of small household appliances in the future.

At the same time, according to the requirements of local authorities in Thailand for overseas investment, the company increased Thailand's Fujita capital through Hong Kong's Fuyi and Singapore's Rieter. The capital increase amount was 10 million US dollars, included in Thailand's Fuhaoda registered capital, and submitted to the board of directors for review along with the construction of this project.

[Contract won the bid]

Taiji Industrial (600667.SH): The consortium won the bid for the Kangqiao Phase II integrated circuit production line plant and supporting facilities

Taiji Industrial (600667.SH) announced that its subsidiary Information Industry Electronics 11th Design and Research Institute Technology Engineering Co., Ltd. formed a consortium with Shanghai Construction Engineering Fourth Construction Group Co., Ltd. to participate in the bidding for the Kangqiao Phase II integrated circuit production line plant and supporting facilities. According to the “Announcement on the Winning Results of the Kangqiao Phase II Integrated Circuit Production Line Plant and Supporting Facilities Construction Project” issued by the Shanghai Public Resources Exchange Center on April 2, 2024, the consortium formed by Eleven Technology and Shanghai Construction was the winner of the project. According to the division of labor agreed in the “Joint Bidding Agreement”, the 11th Technology Contract is estimated to account for 50.71% of the workload, and the corresponding amount is approximately RMB 5010,062.01.46 million. The above amounts are only preliminary estimates. The final actual amount is subject to the formal contract signed.

Haohan Depth (688292.SH): Pre-bid 113 million yuan for China Mobile related projects

Haohan Depth (688292.SH) announced that it was recently recommended as the winning candidate in China Mobile's 2023-2024 centralized procurement tender package 1 and package 2 projects for fixed network export collection and analysis equipment. The total bid amount is estimated to be about 112.937,500 yuan.

[[Share acquisition]

Zhuochuang Information (301299.SZ) announced that on April 3, 2024, Shandong Zhuochuang Information Co., Ltd. (“Company” or “Party A” for short) and Wuxi Premium Information Technology Development Co., Ltd. (“Wuxi Outclass” or “Party C”) and their shareholders Wen Yu, Wen Feng, Jiang Bo, and Liang Bingxin signed a “Letter of Intent to Acquire” over 51% of the shares of the target company in cash.

[Performance data]

Dongbei Group (601956.SH): Net profit increased 32.67% year-on-year in 2023, and plans to distribute 2 yuan for 10 shares

Dongbei Group (601956.SH) released its 2023 annual report, with operating income of 5.9 billion yuan, up 10.45% year on year, net profit of 188 million yuan, up 32.67% year on year, after deducting non-net profit of 147 million yuan, up 55.91% year on year, with basic earnings per share of 0.3063 yuan. A cash dividend of RMB 2 is distributed to all shareholders for every 10 shares.

Nootech Biotech (688076.SH): Net profit for the first quarter is expected to increase 161.74% year-on-year to 233.13%

Nordtech Biotech (688076.SH) announced that according to preliminary estimates by the finance department, the company achieved net profit attributable to owners of the parent company in the first quarter of 2024 of 55 million yuan to 70 million yuan. Compared with the same period of the previous year (statutory disclosure data), it will increase 33.9871 million yuan to 48.9871 million yuan, an increase of 161.74% to 233.13% over the previous year. It is estimated that in the first quarter of 2024, net profit attributable to the owners of the parent company will be 55 million yuan to 70 million yuan. Compared with the same period of the previous year (statutory disclosure data), it will increase by 316.17,400 yuan to 46.17,400 yuan, an increase of 135.22% to 199.37% over the previous year.

[Repurchase]

German Nano (300769.SZ): Accumulated cost of 39.969 million yuan to buy back 0.317% of shares

German Nano (300769.SZ) announced that as of March 31, 2024, the company had repurchased 885,060 shares of the company through centralized bidding transactions through the Shenzhen Stock Exchange trading system, accounting for 0.3170% of the company's total share capital. The highest transaction price purchased was 60.20 yuan/share, the minimum transaction price was 40.00 yuan/share, and the total transaction amount was RMB 39,969,423.80 (not including transaction fees such as trading commissions).

Bishuiyuan (300070.SZ): Net profit for 2023 increased 7.74% to 765 million yuan, and plans to distribute 10 0.43 yuan

Bishuiyuan (300070.SZ) announced its 2023 annual report. In 2023, the company achieved operating income of 8.953 billion yuan, up 3.03% year on year; net profit attributable to shareholders of listed companies was 765 million yuan, up 7.74% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 419.6 million yuan, down 6.83% year on year; basic income per share was 0.211 yuan; and plans to distribute a cash dividend of 0.43 yuan (tax included) for every 10 shares to all shareholders.

Huazhi Liquor Company (300755.SZ): The total cost of the repurchase was about 150 million yuan to repurchase 2.183% of the shares

Huazhi Liquor Company (300755.SZ) announced that as of April 3, 2024, the company had repurchased a total of 9,098,096 shares of the company's shares through a special stock repurchase account, accounting for 2.183% of the company's current total share capital. The highest transaction price was 18.05 yuan/share, the minimum transaction price was 14.04 yuan/share, and the total transaction amount was RMB 150 million (excluding transaction fees). The repurchase plan has been implemented. The actual time period for repurchasing shares is from January 15, 2024 to April 3, 2024.

iKodi (600933.SH) announced that from January 24, 2024 to April 2, 2024, iKodi Investment, the controlling shareholder of the company, increased its holdings by a total of 2.774,200 shares through the Shanghai Stock Exchange centralized bidding system, accounting for 0.31% of the company's current total share capital. The increase amount was RMB 53.4567 million, which has exceeded 50% of the lower limit of the amount range of RMB 10 million for this holdings increase plan. The implementation of this holdings increase plan has not yet been completed. The entities that increase their holdings will continue to increase their holdings of the company during the implementation period of the holdings increase plan in accordance with the holdings increase plan.

Kaisai Biotech (688065.SH): Shareholder Tianjin Sitong and concerted actors plan to reduce their holdings by no more than 2% in total in bulk transactions

Kaisai Biotech (688065.SH) announced that according to its own financial requirements, the company's shareholder, Tianjin Sitong, and Seasource, the co-actor, plan to reduce the company's shares through bulk transactions for 3 trading days after the disclosure of the current holdings reduction announcement, that is, 3 months from April 11, 2024, to no more than 2% of the company's total shares (that is, 11,667,560 shares), of which: Tianjin Sitong Bulk Trading will reduce its holdings by no more than 11,167,560 shares, with the reduction ratio not exceeding 1.914% of the company's total shares; Seasource bulk The transaction reduced holdings by no more than 500,000 shares, and the reduction ratio did not exceed 0.086% of the total number of shares of the company.

Fangzheng Securities (601901.SH): China Cinda plans to reduce its holdings by no more than 1%

Fangzheng Securities (601901.SH) announced that due to the company's operating needs, China Cinda plans to reduce its holdings of the company's shares by no more than 82.321,000 shares through centralized bidding within three months after 15 trading days from the date of publication of this announcement, that is, from April 29, 2024 to July 28, 2024, accounting for about 1.00% of the company's total share capital.

[Other]

Guangzhou Port (601228.SH): Expected to complete cargo throughput of 47646,000 tons in March, up 1.4% year-on-year

Guangzhou Port (601228.SH) announced that in March 2024, Guangzhou Port Co., Ltd. is expected to complete a container throughput of 2.123 million TEUs, an increase of 6.1% year on year; it is expected to complete a cargo throughput of 47.646 million tons, an increase of 1.4% year on year. From January to March 2024, the company expects to complete a container throughput of 5.797 million TEUs, an increase of 9.7% over the previous year; it is expected to complete a cargo throughput of 130.552 million tons, an increase of 2.5% over the previous year.

Western Animal Husbandry (300106.SZ): Self-produced fresh milk production in March was 2988.52 tons, down 4.25% year-on-year

Western Animal Husbandry (300106.SZ) announced that in March 2024, self-produced fresh milk production was 2988.52 tons, a year-on-year decrease of 4.25%.