[Focus on hot topics]

Hanshang Group (600774.SH) announced an announcement of abnormal stock trading fluctuations. The company is currently not engaged in stem cell treatment business. The company's Wuhan Huake Reproductive Specialist Hospital was awarded the “Hubei Engineering Research Center for Human Stem Cell Preparation and Application and Resource Preservation”. Currently, it is in the early stages of research and development, and no clinical application has been carried out. There have been no major changes in the company's main business, and there have been no major changes in fundamentals.

Xinghu Technology (600866.SH) announced abnormal fluctuations in stock trading. The company's current production and operation activities are normal, there have been no major changes in the market environment, industry policies and daily business conditions, and the internal production and operation order is normal. According to responses from Yipin Group and Tie Xiaorong, shareholders holding more than 5% of the shares, during this period of abnormal stock fluctuations (May 7, May 8, and May 9, 2024), Yipin Group reduced its holdings of the company's shares by 15.3 million shares through bulk transactions, accounting for 0.92% of the company's total shares; Te Xiaorong reduced its holdings of the company's shares by 10.4 million shares through bulk transactions, accounting for 0.63% of the company's total shares.

Kaineng Health (300272.SZ): Yuantian Biology and Medical Research Institute, a subsidiary of Yuaneng Group, is still in the phase of cooperative research and development, and has not yet generated revenue

Kaineng Health (300272.SZ) announced an announcement regarding abnormal fluctuations in stock trading. The cumulative deviation value of the closing price increase in the company's stock trading price for three consecutive trading days (May 7, 2024 to May 9, 2024) exceeded 30%. According to the relevant provisions of the “Shenzhen Stock Exchange Trading Rules”, this is a situation where stock trading fluctuates abnormally. Special risk warning: 1. The company's main business is R&D, manufacturing, sales and service of human water treatment products and core components such as whole house water purifiers, whole house water softeners, commercial water purification dispensers, RO membrane reverse osmosis water purifiers, multi-way control valves, composite pressure vessels, membrane components, etc. The company's business conditions are normal, and the main business has not changed. 2. Yuaneng Group is a shareholder of the company and is not included in the scope of the consolidated statements. 3. Up to now, in the field of stem cell therapy, Yuantian Biology and Medical Research Institute, a subsidiary of Yuaneng Group, is still in the collaborative research and development stage, and has not yet generated revenue. It is not expected to generate revenue in 2024, which has no impact on the company's business performance.

Sichuang Electronics (600990.SH): The company is in the exploration stage in the field of low-altitude economy

Sichuang Electronics (600990.SH) announced a stock trading risk warning notice. The company is concerned that the Internet and some media have published related reports on the “low altitude economy.” The company is mainly engaged in sensing product business such as weather radar, air traffic control radar, low-altitude surveillance radar, new system radar, etc., basic sensing services such as printed circuit boards, microwave components, power supplies, etc., and sensing applications such as security, emergency response, military information system integration, and food informatization. As a new track for the development of strategic emerging industries, the low-altitude economy currently has no mature model to learn from. The company is also in the exploration stage in the field of low altitude economy. In the field of low altitude economy, the project cycle is uncertain, and the project is difficult. It is expected that over a long period of time, it will not have a significant impact on the company's operations. The company has found no other media reports or market rumors requiring clarification or response.

[Investment projects]

Shanghai Lingang (600848.SH): Intended to participate in the establishment of Shanghai Yuanchuang Future Private Equity Fund Partnership

Shanghai Lingang (600848.SH) announced that the wholly-owned subsidiary Shanghai Lingang Economic Development Group Investment Management Co., Ltd. plans to invest RMB 50 million as a limited partner, and the company's holding subsidiary, Shanghai Caohejing Development Zone Hi-Tech Park Development Co., Ltd. plans to invest RMB 50 million as a limited partner to participate in the establishment of the Shanghai Yuanchuang Future Private Equity Fund Partnership (Limited Partnership). The partnership will mainly invest in the future digital economy industry chain, mainly in fields such as computing power, storage, networks, artificial intelligence, development tools, engines, 3D modeling, digital twins, intelligent hardware, perceptual interaction, spatial computing, next-generation display technology, and future smart hardware.

[Contract won the bid]

Huakang Medical (301235.SZ): Pre-bid of approximately RMB 81.3689 million for the Chongqing Fourth People's Hospital Science City Campus Construction Project (Phase I) Special Medical Project

Huakang Medical (301235.SZ) announced that the company recently participated in the bidding for the “Chongqing Fourth People's Hospital Science City Campus Construction Project (Phase I) Medical Special Project”. The tenderers were Chongqing Fourth People's Hospital and Chongqing Urban Construction and Development Co., Ltd. On May 9, 2024, the Chongqing Public Resources Exchange Network announced the relevant winning candidates. The bid price was approximately 81.368,900 yuan.

Yongfu Co., Ltd. (300712.SZ): Yongfu Green Energy won a bid of 60 million yuan for a 20MWp household photovoltaic power generation project in Lvmei Photovoltaic Demonstration Town, Baizhu Town, Gaoyao District, Zhaoqing City

Yongfu Co., Ltd. (300712.SZ) announced that its holding subsidiary, Fujian Yongfu Green Energy Technology Co., Ltd. (“Yongfu Green Energy”), today received the “Notice of Winning Bid” for the 20MWp household photovoltaic power generation project in Lvmei Photovoltaic Demonstration Town, Gaoyao District, Zhaoqing City. Yongfu Green Energy was the winning bidder for the project, with a bid amount of RMB 60 million (tax included).

Yamashina Intelligence (300897.SZ): won the bid for the 126.36,900 yuan remote water meter project

Yamashina Intelligence (300897.SZ) announced that recently, Hangzhou Yamake Intelligent Technology Co., Ltd. received the “Notice of Winning Bid” from Shanghai Water Supply Fengxian Co., Ltd., confirming that the company was the winning bidder for the “2024 Nankou Institute Replacement Residential Meter (Water Meter Procurement) Package - Smart Water Meter”. The winning bid price was RMB 126.368.55 million.

Jinzhi Technology (002090.SZ): Won the bid for a total of 609.283 million yuan for the National Grid power transmission and transformation project

Jinzhi Technology (002090.SZ) announced that recently, Jiangsu Jinzhi Technology Co., Ltd. successfully won the bid for power transmission and transformation related projects of State Grid Co., Ltd. and its subsidiaries, with a total bid amount of 69.283 million yuan.

[[Share acquisition]

Ganfeng Lithium (002460.SZ) announced that recently, based on the company's development plan with Anda Technology, the company signed an “Equity Transfer Agreement” with Anda Technology after friendly negotiations. Anda Technology transferred 60% of its shares in Inner Mongolia (unpaid investment) to the company at a price of 1 yuan. The registered capital corresponding to 60% of the shares is 30 million yuan. The company will later assume the investment obligation. After the transfer is completed, the company will hold 100% of Inner Mongolia Anda's shares.

Rongke Technology (300290.SZ): Proposed acquisition of at least 51% of Shanghai's shares

Rongke Technology (300290.SZ) announced that based on the overall strategic layout and business development needs, the company and Shanghai Jingzai Information Technology Co., Ltd. (Shanghai Jingzai for short) signed a “Letter of Intent for Equity Investment” to acquire no less than 51% of the shares of the target company by transferring existing shareholders' shares or capital increases in the target company by paying cash and/or issuing shares. The amount and payment method of this investment need to be determined based on brokerage, financial, legal due diligence and asset evaluation results and separate negotiations between the two parties.

[Business data]

China Merchants Shekou (001979.SZ): Achieved contract sales of 18.623 billion yuan in April

China Merchants Shekou (001979.SZ) announced that in April 2024, the company achieved a contracted sales area of 910,400 square meters and a contracted sales amount of 18.623 billion yuan. From January to April 2024, the company achieved a total contracted sales area of 2.576,300 square meters, with a total contract sales amount of 58.831 billion yuan.

Poly Development (600048.SH): Achieved a contract amount of 96.08 billion yuan in January-April, a year-on-year decrease of 38.39%

Poly Development (600048.SH) announced that in April 2024, the company achieved a contract area of 1.866,500 square meters, a year-on-year decrease of 27.33%; the contract amount reached 33.024 billion yuan, a year-on-year decrease of 20.80%. From January to April 2024, the company achieved a contract area of 5,5353 million square meters, a year-on-year decrease of 37.64%; the contract amount reached 96.08 billion yuan, a year-on-year decrease of 38.39%.

Hubei Energy (000883.SZ): Completed power generation capacity of 3,562 billion kilowatt-hours in April, an increase of 54.13% year-on-year

Hubei Energy (000883.SZ) announced that in April 2024, the company completed a power generation capacity of 3,562 billion kilowatt-hours, an increase of 54.13% over the previous year. Among them, hydropower generation increased 192.56% year on year, thermal power generation increased 11.97% year on year, and new energy generation increased 7.31% year on year. The company completed a total of 14.395 billion kilowatt-hours of power generation this year, an increase of 44.72% over the previous year. Among them, hydropower generation increased 181.33% year on year, thermal power generation increased 12.41% year on year, and new energy generation increased 23.78% year on year.

FAW Jiefang (000800.SZ): cumulative sales volume of 1071,000 vehicles in January-April increased by 34.79% year-on-year

FAW Jiefang (000800.SZ) announced the April 2024 production and sales report, with a total sales volume of 28,670 vehicles this month; cumulative sales volume this year was 107,133 units, an increase of 34.79% over the previous year.

Initial shares (600376.SH): April contract amount of 1,662 billion yuan

The first shares (600376.SH) announced that in April 2024, the company achieved a total contract area of 81,800 square meters and a contract amount of 1,662 billion yuan. From January to April 2024, the company achieved a total contract area of 437,500 square meters, a year-on-year decrease of 53.43%; the contract amount was 8.758 billion yuan, a year-on-year decrease of 63.06%.

Tang Renshen (002567.SZ): From January to April, cumulative pig sales revenue of 1,816 billion yuan increased 9.42% year-on-year

Tang Renshen (002567.SZ) announced that in April 2024, the company sold 3154,000 heads of pigs (including 264,200 commercial pigs and 512,000 piglets), and sold 26800 heads of pigs in April 2023 (including 251,100 commercial pigs and 16,900 piglets), up 17.69% year on year and down 9.05% month on month; total sales revenue was 483.09 million yuan, up 14.22% year on year and 6.93% month on month. From January to April 2024, the cumulative sales volume of pigs was 1.262,400 heads (including 1.0940 million commercial pigs and 168,400 piglets), and the cumulative sales volume of pigs from January to April 2023 was 1.552,100 heads (including 975,500 commercial pigs and 76,500 piglets), up 19.99% year on year; sales revenue was 1816.05 million yuan, up 9.42% year on year.

[Repurchase]

Oriental Biotech (688298.SH): A total cost of 99.981 million yuan to buy back 1.48% of the shares

Oriental Biotech (688298.SH) announced that as of May 9, 2024, the company had repurchased a total of 2,9879 million shares through the Shanghai Stock Exchange system, accounting for 1.48% of the company's total share capital of 20.16 million shares. The lowest price for the repurchase transaction was 31.31 yuan/share, the highest price was 34.40 yuan/share, and the cumulative payment amount was RMB 9998.1 million (not including transaction fees such as transaction commissions).

Liren Beauty (605136.SH) announced that under the premise of complying with relevant laws and regulations, Li Ren plans to reduce the number of company shares by no more than 1,260,000 shares through bulk transactions and/or centralized bidding, accounting for 0.31% of the company's total share capital; Li Xiu plans to reduce the number of company shares by no more than 5,151,154 shares through bulk transactions and/or centralized bidding, accounting for 1.29% of the company's total share capital; Li Ren and Li Xiu together reduce the company's shares by no more than 6,411,154 shares, accounting for 1.60% of the company's total share capital. The holdings reduction price will be determined based on the market price at the time the holdings reduction is implemented.

Huazu Navigation (300627.SZ): The actual controller's concerted actions plan to increase the company's shares by 120 million yuan to 200 million yuan

Huazu Navigation (300627.SZ) announced that the company recently received a notice from Ningbo Yoda Investment Partnership (Limited Partnership) (“Ningbo Yoda Investment”), the controlling shareholder and actual controller of the company. Based on confidence in the company's future development prospects and strategic plans and recognition of the company's value, in order to promote the company's continued stability and healthy development, Ningbo Yaoda Investment plans to use its own funds or self-raised funds (but no increase in holdings during the window period) through methods permitted by the Shenzhen Stock Exchange (including but not limited to centralized and large bidding) A transaction etc.) Increase the company's shares. The total amount of the proposed increase in holdings is not less than RMB 120 million, and not more than RMB 20 million.

[Other]

Yike Food (301116.SZ): Signed an investment framework agreement with the Suqian High-tech Zone Management Committee

Yike Food (301116.SZ) announced that it has signed an “Investment Framework Agreement” with the Suqian High-tech Industrial Development Zone Management Committee (“High-tech Zone Management Committee”). Based on the principles of honesty, trustworthiness, equality and mutual benefit, after friendly negotiations between the two parties, the company invested in the construction of a Suyu Yike headquarters base and a whole industry chain project in Suyu District of Suqian City. Through the construction of the new project, it formed a breeding, breeding and incubation of poultry (broiler, meat) breeding and technical services, poultry research and development and production. Meat slaughter and processing, prepared products, cooked food commercial chains, down A whole ecological industrial chain integrating processing, agricultural IoT, industry big data and analysis. This agreement takes effect after being signed and sealed by representatives of both parties. The agreement is valid for 5 years.

Party B built the Suyu Yike headquarters base and the entire industry chain project according to the “10+6” industrial cluster model. Among them, “10” covers one production, two production and three production, that is, one production: 100 million ecological broiler farm project (export standard), and waste resource utilization (centralized cooperation); second production, three production: a new slaughter project for 100 million broiler production lines per year (export standard); a new slaughter project for the production line of 100 million broilers per year (export standard), annual production upgrading project (export standard) 00 ton pet food raw material project, deep processing of meat products with an annual output of 30,000 tons Projects (export standards), talent apartments and supporting facilities and group research buildings; “6” is the six major service platforms: modern agricultural industry finance, agricultural Internet of Things and intelligent system construction, rural revitalization college, industrial technology application and research institute, national laboratory, industrial promotion and industrial cultural exchange center.

Andley (605198.SH): Proposed capital increase of no more than 300 million yuan

Andley (605198.SH) announced a plan to issue A-shares to specific targets using a simple procedure in 2024. The total capital raised by the company in this offering will not exceed 300 million yuan (including the number of shares). After deducting issuance fees, it will be used for the following projects: a decolorized, deacidified and concentrated juice production line project with an annual output of 7,200 tons, an NFC juice project with an annual output of 12,000 tons, and supplementary liquidity projects.

Ningde Era (300750.SZ): Increased credit ratings for corporate entities and bonds

Ningde Times (300750.SZ) announced that S&P Global Ratings published news on its official website about upgrading the credit rating of Ningde Times New Energy Technology Co., Ltd., and S&P upgraded the long-term debt rating of long-term unsecured bonds guaranteed by the Ningde Era from “BBB+” to “A-”, and the rating outlook is “stable.” According to S&P, “The Ningde Era will maintain its leading position in the global battery industry. As business growth drives profits, the expansion's cash flow will be sufficient to cover its capital expenses. The company should be able to maintain a net cash position for the next 24 months”.