Today's focus

[Cyrus: Cyrus automobile sales increased 590.8% year-on-year in January]

Cyrus announced that in January 2024, sales of new energy vehicles were 36,838 units, an increase of 654.10% over the previous year. Among them, Cyrus sold 31,017 vehicles, an increase of 590.8% over the previous year.

[3-day 2-board innovative medical treatment: Boring's innovative brain-computer technology products have not yet generated business revenue]

Innovative Healthcare announced abnormal fluctuations in stock trading. In early 2021, the company participated in the investment and establishment of Boling Brain Computer (Hangzhou) Technology Co., Ltd., and the company holds 40% of Boling Brain Computer's shares, making it the company's second largest shareholder. In 2022, Boring Brain Computer did not generate business revenue. Its operating loss was 4.740 million yuan. The company's long-term equity investment income in 2022 according to the Equity Law was -1.896 million yuan. In 2023, the company is in the R&D stage. Innovative technology products from Boring have not yet generated business revenue and are not expected to have a significant impact on the company's 2023 results.

[China Power Construction: The subsidiary plans to invest about 18 billion yuan to build 38 photovoltaic investment projects]

According to China Power Construction's announcement, the board of directors agreed that China Power Construction New Energy Group Co., Ltd., a subsidiary of the company, will invest in the construction of 38 photovoltaic investment projects including the 395 MWp photovoltaic project (200MW Phase I) in Xinghualing District, Taiyuan City, Shanxi Province, with a total investment of approximately RMB 18.027 billion.

[Hanyu Pharmaceutical: New Indications for Simeglutide Injection Received Clinical Trial Application Accepted]

Hanyu Pharmaceutical announced that the company received approval from the State Drug Administration to issue a “Notice of Acceptance” for clinical trial applications for simeglutide injections. Indications for this medication: As an adjuvant treatment for a low-calorie diet and increased physical activity, it is used for weight management in adult patients who are obese or overweight with at least 1 weight-related complication.

[BYD: Plans to launch foreign exchange derivatives hedging trading business]

BYD announced that the company and its holding subsidiary intend to carry out foreign exchange derivatives hedging transactions with an amount of 5 billion US dollars or other equivalent currencies.

Investments & Contracts

[Hengguang Co., Ltd. plans to invest about 500 million yuan to build a 270,000-ton green electrochemical materials project]

Hengguang Co., Ltd. announced that the company plans to invest in the construction of a green electrochemical material project with an annual output of 270,000 tons in the Wanshan Economic Development Zone Chemical Park in Tongren City, Guizhou Province, with an estimated total investment of about 500 million yuan.

[Huagong Technology: Subsidiaries plan to invest no more than 500 million yuan to build new industrial plants and plant supporting buildings]

Huagong Technology announced that the subsidiary plans to invest in the construction of new industrial plants and plant supporting buildings, with an estimated construction investment of no more than 500 million yuan. The company implemented this project to optimize and adjust the subsidiary's industrial layout, meet the needs of the subsidiary's business development, and expand the production capacity of the optical module business.

Changes in equity

[Sichuan Shuangma: Shareholders plan to transfer a total of 14.73% of the company's shares]

Sichuan Shuangma announced that shareholder Tianjin Sechelan plans to transfer 7.93% of the company's shares to CITIC Financial Assets through an agreed transfer agreement and transfer 6.80% of the company's shares to Zhongrong Life Insurance. The share transfer price is 14.68 yuan/share.

Increase/decrease holdings & repurchases

[Jinfu Technology: Shareholder Saier New Energy plans to increase its shareholding by 60 million yuan to 100 million yuan]

Jinfu Technology announced that shareholder Saier New Energy plans to increase its holdings of the company by no less than 60 million yuan and no more than 10 million yuan.

[Anjie Technology: Plans to repurchase shares at 150 million yuan to 300 million yuan]

Anjie Technology announced that the company plans to use 150 million yuan to 300 million yuan to repurchase shares for employee stock ownership plans or equity incentive plans. The repurchase price is not more than 20 yuan/share.

[Convinced: Plans to repurchase shares for 100 million yuan to 200 million yuan]

Convinced of the announcement, they intend to repurchase shares for 100 million yuan to 200 million yuan, and the repurchase price will not exceed RMB 100 yuan/share.

[China Environmental Protection: Plans to repurchase shares for 35 million yuan to 70 million yuan]

Central Environmental Protection announced that it plans to repurchase shares for 35 million yuan to 70 million yuan. The repurchase price will not exceed RMB 9 yuan/share.

[Nengke Technology: Plans to repurchase shares for 15 million yuan to 30 million yuan]

Nengke Technology announced that it plans to repurchase shares for 15 million yuan to 30 million yuan, with a repurchase price of no more than RMB 40 per share.

[Jucan Optoelectronics: Controlling shareholder proposes to buy back shares for 300 million yuan to 500 million yuan]

Jucan Optoelectronics announced that Pan Huarong, the controlling shareholder and actual controller, proposed to repurchase shares for 300 million yuan to 500 million yuan, with a repurchase price of no more than RMB 1,400 per share.

Operation & Performance

[Telecom Network Security Performance Report: Net profit increased 13.77% year-on-year in 2023]

Telecom Network Security released a quick performance report. In 2023, it achieved total operating revenue of 3,073 billion yuan, a year-on-year decrease of 10.62%; net profit of 349 million yuan, an increase of 13.77%; and basic earnings per share of 0.41 yuan.

[Guangzhou Port: Cargo throughput expected to increase 17.6% year-on-year in January]

Guangzhou Port announced that in January 2024, the company expects to complete a container throughput of 2.121 million TEUs, an increase of 30.4% over the previous year; it is expected to complete a cargo throughput of 46.392 million tons, an increase of 17.6% over the previous year.

[Ningbo Port: Cargo throughput of 102.67 million tons is expected to be completed in January, up 12% year-on-year]

Ningbo Port released the main production data for January. In January 2024, it is expected to complete a container throughput of 4.12 million TEUs, an increase of 17.4% over the previous year; it is expected to complete a cargo throughput of 102.67 million tons, an increase of 12% over the previous year.

Contract & Project Bid Winning

[Shuangliang Energy Saving: Wholly-owned subsidiary wins bid for 121 million yuan PV module procurement project]

Shuangliang Energy Energy announced that its wholly-owned subsidiary Shuangliang New Energy Technology (Baotou) Co., Ltd. won the bid for the PV module procurement project for the 100MW agricultural and solar complementary power generation project in Meijiang District, Meizhou City, Guangdong Province. The estimated bid amount for the project is 121 million yuan (subject to the final contract amount), accounting for 0.84% of the company's 2022 audited revenue.

[Polytechnic University Hi-Tech: Won the bid for the 58 million yuan scenic area renovation and upgrade PC general contracting project]

The University of Technology Hi-Tech announced that the company won the bid for the “Qinghai Chaka Salt Lake Cultural Tourism Development Co., Ltd. Chaka Salt Lake Scenic Area Renovation and Upgrading Project PC General Contract”, with a project budget of RMB 58 million.

Financing & fixed growth

[Taisheng Wind Energy: Plans to raise no more than 1.2 billion yuan in capital from the controlling shareholder]

Taisheng Wind Energy announced that the company plans to issue shares to the controlling shareholder Guangzhou Kaide to raise no more than 1.2 billion yuan. After deducting issuance fees, all of them will be used to supplement working capital. The issue price is 6.87 yuan/share.

other

[Hangzhou Garden: Received the Notice of Case Filing from the Housing and Construction Bureau of Nanchang City]

Hangzhou Garden Notice: The company recently received the “Notice of Case Filing” issued by the Housing and Construction Bureau of Nanchang City. According to the notice of filing of the case, the EPC project for greening the passages on both sides of Jinshan Avenue by the company is suspected of being subcontracted. The Housing and Construction Bureau of Nanchang City has filed a case in accordance with the law and will carry out further investigations. Once the investigation is completed, it will be dealt with in accordance with the law.

[ST Noble Man: There is a risk that the listing of the company's stock may be terminated because the stock price is below face value]

ST Guren announced that the closing price of the company's stock on February 1, 2024 was 0.96 yuan/share, less than 1 yuan. There is a risk that the listing of the company's stock may be terminated because the stock price is lower than face value.

[Xingyuan Zhuo Magnesium: Received a fixed notice for the magnesium alloy scaffold product project]

Xingyuan Zhuo Mei announced that it has received a fixed project notice from an auto parts manufacturer. The company will develop and supply magnesium alloy bracket products to the customer. According to the customer plan, mass production of this project is expected to begin in January 2025. The project life cycle is 7 years, and the total sales amount during the life cycle is estimated to be about 250 million yuan.