Financial Services Association, April 1 (Editor Xuan Lin) According to the Financial Federation's incomplete statistics, 20 listed companies, including Rongsheng Petrochemical, Tongwei, Hikvision, Tongfang, Shengyi Technology, China Chemical, China Nuclear Titanium, Shanying International, Kibing Group, Aerospace Development, Shunxin Agriculture, Baofeng Energy, iKodi, Tuopu Group, 3D Co., Ltd., Chuanfalong, Elliot, Elken Technology, and Shanxi Fenjiu, disclosed an upper limit of 200 million yuan. See details. The picture below:

Among them, Rongsheng Petrochemical and Tongwei shares tied for first place with an increase of 1 billion yuan to 2 billion yuan in holdings. Rongsheng Petrochemical announced on January 18 that the controlling shareholder Zhejiang Rongsheng Holding Group Co., Ltd. plans to increase its shares by 1 billion yuan to 2 billion yuan. The biggest cumulative decline in the company's stock price since February 2022 has reached 55%. The recently disclosed performance forecast indicates that it expects to achieve net profit of 1 billion yuan to 1.2 billion yuan in 2023, a year-on-year decrease of 64.07% to 70.06%. Rongsheng Petrochemical is one of the world's leading petrochemical companies. Dongwu Securities Chen Shuxian and others said in a March 2 research report that since the beginning of the year, the price spread of overseas refined oil products has shown a recovery trend. Furthermore, the Ministry of Commerce issued the first batch of refined oil export quotas for 2024 on January 2. Among them, Zhejiang Petrochemical received 1.73 million tons of refined oil general trade export quota and 60,000 tons of low-sulfur marine fuel oil export quota, which is expected to contribute to the company's increased performance in the refined oil sector; on the PX side, it is expected to contribute to the company's increased performance in the refined oil sector; on the PX side, it is expected to contribute to the company's increased performance in the refined oil sector; on the PX side, it is driven by increased demand for downstream polyester operating rates In 2023, the PX industry maintained a high level of operation and entered 24 years Since then, PX's performance has continued to be outstanding. Looking back, China's new PX production capacity will be only 3 million tons during the 2024-2025 period. It is expected that the operating rate and profit center of the industry will rise.

Tongwei Co., Ltd. announced on January 31 that the controlling shareholder Tongwei Group Co., Ltd. plans to increase the company's shares by 1 billion yuan to 2 billion yuan, and the total increase ratio will not exceed 2% of the company's total share capital. The largest cumulative decline in the company's stock price since July 2022 in the secondary market has reached 64%. Tongwei Co., Ltd. is the leading company in silicon cells. Peng Guangchun of Debon Securities said in a research report on December 28, 2023 that Tongwei Co., Ltd. mainly develops, produces, and sells products such as high-purity crystalline silicon, solar cells, and modules. By the first half of 2023, the company had an annual production capacity of over 420,000 tons of high-purity crystalline silicon, 90 GW of solar cells, and 55 GW of modules. In terms of high-purity silicon business, the company's production bases are located in Leshan, Baotou and Baoshan. In order to ensure long-term stable production and sales, the company has developed long-order sales cooperation with downstream silicon wafer companies in recent years; in the solar cell business, with leading technology, quality and cost advantages, the company's main customers have covered the top ten photovoltaic module companies in the world and maintained the leading level of the industry for a long time; in terms of module business, combined with the synergetic advantages of upstream high-purity crystalline silicon and solar cells, the company has established a competitive large-scale module business system. In terms of module shipments throughout 2022, the company has established a competitive large-scale module business system. Major central state-owned enterprise power generation groups and more than 40 overseas countries and regions.

Everbright Bank ranked third in terms of the amount of increase in holdings. Everbright Bank announced on March 29 that the controlling shareholder Everbright Group plans to increase its shares by 400 million yuan to 800 million yuan. The company recently released its annual report. In 2023, it achieved net profit of 40.8 billion yuan, a year-on-year decrease of 9.0%, and plans to distribute 1.73 yuan to 10 shares. Liu Chengxiang of Open Source Securities and others said in a research report on March 28 that Everbright Bank has stepped up its efforts to dispose of non-performing loans in recent years, and asset quality has continued to improve. The non-performing rate at the end of 2023 fell 0.1 pct to 1.25% from the end of Q3, the same as the previous year; 51.6 billion yuan of non-performing loans were written off and disposed of throughout the year. It is estimated that the non-performing rate generation rate in 2023 was 1.52%, a year-on-year decrease of 0.02 pct. The provision coverage rate increased marginally to 181.27%. Coupled with an increase in the core Level 1/Level 1/capital adequacy ratio compared to the end of Q3, it is expected that room for valuation repair will open up.

Hikvision ranked fourth in terms of the amount of increase in holdings. Hikvision announced on January 16 that the controlling shareholder CLP Hikvision joined forces to increase the company's shares by 300 million yuan to 600 million yuan. The company recently released a quick performance report and achieved net profit of 14.1 billion yuan in 2023, an increase of 9.96% over the previous year. Hikvision is a video-centered intelligent IoT solution and big data service provider. Chen Haijin of Debon Securities and others said in the January 30 research report that Hikvision's annual net profit exceeded the upper limit. Overseas markets gradually recovered in 2023, and the company's operations were steady and far-reaching, improving from quarter to quarter. 23Q4's PBG business may stabilize, and EBG and SMBG businesses may contribute strong growth momentum. In addition, Hikvision has established an open AI platform since 2018. The “Guanlan” model is based on electricity, energy, industrial scenarios, etc., and is widely used in dangerous scenario warning, retail account management, and industrial manufacturing inspection. The big model continues to empower the company's business with “pragmatism,” and is expected to double the company's valuation and performance in 2024, Davis.

Tongfang Shares ranked fifth in terms of increase in holdings. Tongfang Co., Ltd. announced on February 4 that the indirect controlling shareholder China Nuclear Industry Group Co., Ltd. and its co-actors intend to increase their shares by no more than 500 million yuan. The company recently released a performance forecast and expects a net loss of 590 million yuan to 800 million yuan in 2023. Tongfang Co., Ltd. said that in 2023, core industries such as Tongfang Weishi and Tongfang Knowledge Network overcame adverse factors such as the complex and changing international situation and insufficient effective domestic demand, and achieved steady growth. However, industries such as science and industry and Internet terminal business experienced losses due to structural adjustments and increased market competition, which collectively affected the net profit amount attributable to shareholders of listed companies of about 400 million yuan. Furthermore, the company's shareholder Tongfang Guoxin Investment Holdings Co., Ltd. caused large losses due to the disposal of its subsidiary Three Gorges Bank this year, etc., which affected the net profit amount attributable to shareholders of listed companies of about -320 million yuan.

In addition to the announcement of plans to increase holdings, according to incomplete statistics, Muyuan Co., Ltd. and China Mobile also announced the completion of plans to increase their holdings by more than 1 billion yuan in the first quarter. China Mobile announced on January 3 that from January 21, 2022 to December 29, 2023, China Mobile Group increased its holdings of the company's A shares by 42.367 million, accounting for 4.693% of the total number of A-shares issued by the company, with a cumulative increase of 3 billion yuan. The plan to increase its holdings has been completed. The biggest cumulative increase in China Mobile's stock price since January 2022 reached 110%. It recently released its annual report. In 2023, it achieved operating income of 1009.3 billion yuan, an increase of 7.7% over the previous year, and achieved net profit of 131.8 billion yuan, an increase of 5.0% over the previous year. Zhao Liangbi of China Galaxy Securities said in a research report on March 22 that China Mobile's revenue surpassed trillion dollars for the first time, and its profit reached a new high, making it the world's largest operator in terms of customer size, revenue scale, and network scale in 2023. In 2023, the company's second curve had strong momentum. The digital transformation revenue achieved revenue of 253.8 billion yuan, an increase of 22%, contributing greatly to the increase in main revenue; the four strategically arranged CHBN markets performed well and achieved overall growth. HBN accounted for 43.2% of revenue, and the revenue structure continued to be optimized. In terms of new infrastructure computing power, China Mobile initially built a nationwide computing power network with leading scale and technology, with a total calculation scale of 14% and an intelligent computing scale of 10.1 Flops, an increase of 206%; Mobile Cloud achieved revenue of 83.349 billion yuan in 2023, an increase of 65.6%, the top five in the IaaS+PaaS market share industry. It is expected that in 2024, in the context of capital expenditure increasing to the cloud, the second growth curve of the cloud business will maintain a good growth trend, driving a steady improvement in the company's revenue quality.

Muyuan Co., Ltd. announced on January 19 that a plan to increase the shareholding of some directors, supervisors, senior management and core management, technical and business personnel has been completed. The total number of shares increased their holdings was 304.393 million shares, with a total increase of 1.2 billion yuan. The company recently released a performance forecast. It expects a net loss of 3.9 billion yuan to 4.7 billion yuan in 2023, mainly due to a sharp drop in pig prices during the reporting period compared to last year. Muyuan Co., Ltd. is a leader in integrated pig breeding in China. Wei Hongmei of Dongguan Securities and others said in a February 29 research report that after more than 30 years of development, the company has now formed a pork industry chain integrating feed processing, breeding pig breeding, commercial pig breeding, and meat slaughter. In 2023, the number of pigs released by the company reached 63.82 million heads, and the pig breeding production capacity has exceeded 78 million heads/year. The fourth quarter is usually due to lower temperatures, more swine disease disturbances, and difficult farming. The company's cost stability is at the forefront of the industry, and the level of breeding management has been proven.

Furthermore, Haisheng Pharmaceutical announced on March 1 that the actual controllers Ye Shanhai and Ye Jin's father and daughter plan to increase their holdings by no more than 100 shares. The increase price will not exceed 19.90 yuan/share, and the amount will not exceed 1990 yuan. As soon as the announcement came out, it raised questions from many netizens. Some investors dubbed it “the most stubborn increase in wealth.” Five days later, in the early morning of March 6, Haisheng Pharmaceutical issued an apology notice, stating that the company would adjust the arrangement of measures to stabilize stock prices. Haisheng Pharmaceutical previously released a performance report. In 2023, it achieved operating income of about 215 million yuan, a year-on-year decrease of 18.61%; realized net profit to mother of about 854.728 million yuan, a year-on-year decrease of 24.15%, both showing a downward trend.