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净利最高47.5亿元 2000亿半导体设备龙头前三季度业绩预告出炉|盘后公告集锦

Net profit reached a maximum of 4.75 billion yuan, and the performance forecast for the top three semiconductor equipment leaders with 200 billion in the first three quarters was released. | Highlights of the post-market announcement.

cls.cn ·  Oct 14 20:12

Inspur Electronic Information Industry: It is expected that the net income for the first three quarters will increase by 61.34%-74.24% year-on-year.

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Focus on today.

Naura Technology Group: The net income for the first three quarters is expected to increase by 43.19%-64.69% year-on-year.

Naura Technology Group announced that the estimated revenue for the first three quarters of 2024 is between 18.83 billion yuan and 21.68 billion yuan, compared to 14.588 billion yuan in the same period last year, an increase of 29.08% to 48.61% year-on-year. The net income attributable to shareholders of the listed company is between 4.13 billion yuan and 4.75 billion yuan, compared to 2.884 billion yuan in the same period last year, an increase of 43.19% to 64.69% year-on-year.

Inspur Electronic Information Industry: The net income for the first three quarters is expected to increase by 61.34%-74.24% year-on-year.

In the announcement of inspur electronic information industry, the company expects the net income attributable to shareholders of the listed company in the first three quarters of 2024 to be between 1.25 billion yuan and 1.35 billion yuan, an increase of 61.34% to 74.24% compared to the same period last year; the net income after deducting non-recurring gains and losses is expected to be between 1.116 billion yuan and 1.216 billion yuan, an increase of 167.22% to 191.17% compared to the same period last year. The basic earnings per share are 0.8491 yuan per share to 0.9170 yuan per share. The company expects the net income attributable to shareholders of the listed company in the third quarter of 2024 to be between 0.65 billion yuan and 0.75 billion yuan, an increase of 40.85% to 62.52% compared to the same period last year. The performance growth is mainly attributed to the company actively seizing industry development opportunities, improving product line layout, enhancing customer satisfaction, and achieving rapid business growth.

Yealink Network Technology: The net income for the first three quarters of 2024 is expected to increase by 25%-30% year-on-year.

Yealink Network Technology announced that in the first three quarters of 2024, the expected revenue will be 4.03 billion yuan–4.191 billion yuan, a year-on-year growth of 25%-30%; the net income attributable to the shareholders of the listed company will be 2.018 billion yuan–2.098 billion yuan, a year-on-year growth of 25%-30%.

STO Express: The net income is expected to increase by 179%-200% year-on-year in the first three quarters.

STO Express announced that the net income in the first three quarters is expected to be 0.616 billion yuan-0.664 billion yuan, a year-on-year increase of 178.68%-200.40%.

Beijing Dabeinong Technology Group: The profit in the first three quarters is expected to be 0.12 billion yuan-0.16 billion yuan, reversing the loss year-on-year.

Beijing dabeinong technology group released the performance forecast for the first three quarters of 2024, expecting a net income attributable to shareholders of the listed company of 12-16 billion yuan, compared to a loss of 90.8 billion yuan in the same period last year. The main reason for the performance change is the year-on-year increase in hog prices, the decrease in the company's hog farming costs, the improvement in operation efficiency, and the reduction in expenses during the period.

UTour Group: The net profit in the first three quarters is expected to increase by 714% to 855% year-on-year.

UTour Group announced that the net profit attributable to shareholders of the listed company in the first three quarters of 2024 is expected to be 0.115 billion yuan to 0.135 billion yuan, an increase of 713.72% to 855.23% compared to the same period last year. During the reporting period, with the arrival of the traditional peak season for tourism and the strong recovery of the summer tourism market, the company, based on years of industry experience, accurately monitored market dynamics, actively responded to new market changes, continuously enhanced market competitiveness and profitability through measures such as optimizing product structure, expanding destination resources, promoting product and channel innovation, and improving operational quality and efficiency.

Zhejiang China Commodities City Group: The net profit in the third quarter increased by 176.73% year-on-year.

Zhejiang China Commodities City Group released the third quarter report for 2024, with the company's revenue for the first three quarters reaching 10.613 billion yuan, a year-on-year increase of 34.25%; net income attributable to shareholders of the listed company was 2.329 billion yuan, a year-on-year increase of 0.53%. The third quarter revenue was 3.847 billion yuan, a year-on-year increase of 40.17%; net income attributable to shareholders of the listed company was 0.881 billion yuan, a year-on-year increase of 176.73%.

Sichuan Chuantou Energy intends to increase its capital by 15 billion yuan with State Development Investment Power Group.

Sichuan Chuantou Energy announced that the company and State Development Investment Power Group plan to sign an agreement on increasing the capital of Yalong River Basin Hydropower Development Co., Ltd. The agreement stipulates a total capital increase of 15 billion yuan for Yalong River Basin Hydropower Development Co., Ltd., with State Development Investment Power Group and Sichuan Chuantou Energy contributing in accordance with their respective shareholding ratios (52%:48%). Specifically, State Development Investment Power Group will contribute 7.8 billion yuan, and Sichuan Chuantou Energy will contribute 7.2 billion yuan in cash. This capital increase for Yalong River Company is based on the needs of the Yalong River hydropower business, beneficial for enhancing the company's competitiveness and influence, strengthening the company's overall strength, and aligning with the interests of the company and all shareholders.

Tianjin Troila Information Technology, up 9 consecutive trading days in 13 days, is still under investigation by the China Securities Regulatory Commission.

Tianjin Troila Information Technology issued a risk warning announcement. Currently, all the company's production and operation activities are being carried out in an orderly manner. However, the investigation by the China Securities Regulatory Commission is still ongoing, and the company has not yet received conclusive opinions or decisions on the matters under investigation. If the facts determined by the CSRC's administrative penalty in the future involve circumstances of significant illegal compulsory delisting, the company's stocks will be subject to significant illegal compulsory delisting.

Investment & Signing

Chengbang Ecoenvironment plans to increase its investment in Xincun Technology by 58 million yuan to achieve financial consolidation.

Chengbang Ecoenvironment announced that in order to optimize its business structure, develop new quality productivity, and gain new profit growth points, the company signed a "Capital Increase Agreement" with the existing shareholders of Xincun Technology, Wen Yu, Ziyin Hua, and Xincun Technology on October 12, 2024, to increase its investment in Xincun Technology by 58 million yuan. Of this amount, 50 million yuan is for subscription to increase Xincun Technology's registered capital by 50 million yuan, with 8 million yuan going into capital reserves. After the increase, the company will hold a 51.02% equity stake in Xincun Technology. Following the completion of this transaction, the company is expected to achieve financial consolidation of Xincun Technology. Xincun Technology is a high-tech enterprise dedicated to the research, development, production, and sales of storage module products.

Yunzhongma: Wholly-owned subsidiary signed a 1.5 billion yuan industrial park project agreement.

Yunzhongma announced that its wholly-owned subsidiary, Zhejiang Yunzhongma Intelligent Manufacturing Co., Ltd., intends to sign the 'Yunzhongma 'Fashion Intelligent Manufacturing' Industrial Park Investment Agreement' with Songyang County Economic Development and Investment Group Co., Ltd. The first phase of the project will build an industrial base in Xinxing Town, with a total investment of 1.5 billion yuan, including 1 billion yuan in fixed asset investment, to construct a project for producing 0.165 million tons of high-performance leather-based fabric and 15,000 tons of polyester DTY filament. The second phase of the project plans to build a 'Fashion New Materials' industrial base on approximately 500 acres of land in Chishou Industrial Zone.

Gansu Yatai Industrial Development: Signed a 'Comprehensive Strategic Cooperation Agreement.'

Gansu Yatai Industrial Development announced that the company has entered into a strategic cooperation with Pingshan Biomedical Research Institute of Southern University of Science and Technology on the commercialization of intermediate products from the green catalysis technology platform for medicinal products at Southern University of Science and Technology. They have reached a cooperation agreement and signed a 'Comprehensive Strategic Cooperation Agreement' in Shenzhen on October 14, 2024, with a validity period of 3 years.

Equity Changes

Dongguan Mentech Optical & Magnetic: Controlling shareholder Yang Xianjin intends to transfer 5.01% of the shares.

Dongguan Mentech Optical & Magnetic announced that the controlling shareholder Yang Xianjin has signed a share transfer agreement with 'Jiayi Xinghe No.2 Private Equity Securities Investment Fund' represented by Shenzhen Jiayi Asset Management Co., Ltd., to transfer 11.8 million shares of the company's unlimited circulating shares held by Yang Xianjin at a price of 16.74 yuan per share to Jiayi Xinghe No.2, with a total transfer price of 0.198 billion yuan.

Increase or Decrease of Shareholding & Share Repurchase

China State Construction: Controlling shareholders plan to increase their shareholding by 0.3 billion yuan to 0.5 billion yuan.

China Energy Construction announced that on October 14, 2024, the company received a notification from the controlling shareholder China Energy Construction Group. China Energy Construction Group plans to increase its holdings of the company's A shares through the Shanghai Stock Exchange system in a centralized bidding trading method within 6 months from the date of announcement disclosure, with a total increase amount of no less than RMB 0.3 billion and no more than RMB 0.5 billion.

Zhejiang Jiuli Hi-Tech Metals: Intends to repurchase shares of 0.15 billion yuan to 0.3 billion yuan.

Zhejiang Jiuli Hi-Tech Metals announced that the company plans to repurchase shares with its own funds or self-raised funds, used for employee stock ownership plans or stock-based incentive plans, and convert convertible corporate bonds into stocks for future issuance by listed companies. The total repurchase amount is not less than 0.15 billion yuan and not more than 0.3 billion yuan, with a repurchase price not exceeding 28 yuan per share. It is estimated that the number of repurchased shares will be between 5.3571 million shares and 10.7142 million shares, accounting for 0.55% to 1.10% of the company's current total share capital.

Fangda Special Steel: Plans to repurchase company shares from 55 million yuan to 0.11 billion yuan.

Fangda Special Steel Announcement: The company plans to use its own funds to repurchase company shares, with a repurchase amount not less than 55 million yuan and not exceeding 0.11 billion yuan. The repurchase price shall not exceed 5.50 yuan per share. The purpose of repurchasing shares is to maintain the company's value and shareholder interests.

Weimai: Intends to repurchase shares from 50 million yuan to 0.1 billion yuan.

Wemesh announced that the company plans to repurchase shares through centralized bidding trading, with the repurchase amount not less than 50 million yuan and not exceeding 0.1 billion yuan, with the source of funds from the oversubscribed funds from the company's initial public offering. The repurchased shares will be used for employee stock ownership plans or stock-based incentives, as well as to reduce registered capital. The repurchase price will not exceed 35 yuan per share, and the repurchase period is within 12 months from the date of approval by the shareholders' meeting.

Shangtai Technology: Plans to repurchase shares of RMB 50 million to RMB 0.1 billion.

Shangtai Technology announced that the company plans to repurchase some of its issued RMB ordinary shares through centralized bidding trading using its own funds or self-raised funds, for the implementation of employee stock ownership plans and/or stock-based incentives. The repurchase price of the shares shall not exceed RMB 65.83 per share, with a total repurchase amount not less than RMB 50 million and not exceeding RMB 0.1 billion.

Minmetals New Energy: Shareholder Shenzhen Anyan plans to reduce its holdings of company shares by no more than 3%.

MMG New Energy announced that the company recently received the Shareholding Reduction Plan Notice Letter issued by Shenzhen Anyan Investment Partnership Enterprise. Due to its own capital needs, Shenzhen Anyan plans to reduce its total holding of company shares by not more than 57.8765 million shares within three months after 15 trading days from the disclosure date through block trades and bulk trades, with the reduction ratio not exceeding 3% of the company's total share capital.

Zhongzi Technology: Shareholders plan to reduce their holdings by no more than 3% of the company's shares.

Zhongzi Technology announced that, due to its own capital needs, Silver Anling Ying and Ying An Zhonghua plan to reduce their company's shares through block trading and bulk trading totaling no more than 3.6073 million shares, which is no more than 3.00% of the total share capital of the company.

Operation & Performance

Inner Mongolia Xingye Silver&Tin Mining: Expects net income to increase by 130.22%-148.64% year-on-year in the first three quarters of 2024.

The Xingye Silver& Tin Mining announcement anticipates that the performance in the first three quarters of 2024 is expected to increase. The net profit attributable to shareholders of the listed company is expected to be 1.25 billion yuan to 1.35 billion yuan, an increase of 130.22% to 148.64% compared to the same period last year.

Anhui Sierte Fertilizer Industry: The net profit for the first three quarters of 2024 is expected to increase by 86.70% - 111.05%.

Anhui Sierte announces that the net profit attributable to shareholders of the listed company for the first three quarters of 2024 is expected to be 0.23 billion yuan to 0.26 billion yuan, a year-on-year increase of 86.7% to 111.05%.

Yunnan Aluminium: The net profit for the first three quarters is expected to increase by 51.70% - 53.69%.

Yunnan Aluminium announced that the net income attributable to shareholders of the listed company for the first three quarters of 2024 is expected to be 3.8 billion yuan-3.85 billion yuan, with a year-on-year growth of 51.70%-53.69%. The net income attributable to shareholders of the listed company for the third quarter is expected to be 1.28 billion yuan-1.33 billion yuan, with a year-on-year growth of 29.29%-34.34%.

SD Gold: The expected increase in net profit for the first three quarters is 37.52% to 67.26%.

sd gold announcement, it is estimated that the net income attributable to the owners of the parent company from January 1, 2024 to September 30, 2024 will be between 1.85 billion yuan and 2.25 billion yuan, an increase of 0.505 billion yuan to 0.905 billion yuan compared to the same period last year, a year-on-year increase of 37.52% to 67.26%.

Contract & Project Bid

Appotronics Corporation: Received the second designated notice for development from BAIC New Energy.

Appotronics Corporation announced that the company recently received the second development designation notice from BAIC New Energy, once again becoming its supplier of in-vehicle optical solutions, providing intelligent cockpit display products for the Senova new car model.

Longjian Road & Bridge: Won the bid for the civil engineering project of the first section of the sixth section of the Tanzania Central Line Standard Gauge Railway with a contract value of $0.121 billion.

Long Jian Road & Bridge announced that it has received the bid-winning notice and has been confirmed as the winning bidder for the construction project of the first work section of the sixth section of the Tanzania Central Line Standard Gauge Railroad. It has signed a "Civil Engineering Contract" with the China Civil Engineering-China Railway Construction Corporation joint venture for the project. The contract price is 0.121 billion US dollars (including tax), and the project duration is 1064 days. The project accounts for approximately 4.90% of the company's audited revenue in 2023.

PCI Technology Group: Consortium won the bid for the weak current system project of Chongqing Rail Transit Line 15 with a contract value of 1.365 billion yuan.

PCI Technology Group Announcement: Wholly-owned subsidiary Guangzhou Xinke PCI Technology Co., Ltd., as the leader of a consortium, together with China Railway 11th Bureau Group Signal & Communication Co., Ltd., formed a consortium and became the first bid candidate for the chongqing Rail Transit Line 15 project weak electric system project, with a bid amount of RMB 1.365 billion.

Stock Price Volatility

In 18 days, Changshan Beiming Technology had 10 consecutive daily limit ups: no situation of violating fair disclosure of information.

Shijiazhuang Changshan Beiming issued an abnormal announcement, after verification, the information disclosed by the company in the previous period does not require correction or supplementation; the recent operation of the company is normal, and there have been no significant changes in the internal and external operating environment; the controlling shareholder and actual controller of the company have no major undisclosed matters related to the company that should be disclosed. The company is not in violation of fair information disclosure.

Haitong Securities, which has seen a triple consecutive board suspension, has no other significant information that should be disclosed but has not been disclosed.

haitong sec issued a risk warning notice, after the company's self-inspection, it is confirmed that there is no other significant information that should be disclosed but has not been disclosed, except for the matters of the planned share swap absorption and merger of the company by gtja and the raising of matching funds that have been disclosed. Due to the fact that the audit and other related work of this transaction have not been completed as of the date of this announcement, the board of directors has decided not to convene a shareholder meeting to review the relevant matters of this transaction. After the completion of the relevant work of this transaction, the company will convene the board of directors again to make supplementary resolutions on the relevant matters, disclose relevant information, and timely announce the convening of the shareholder meeting.

Cofco Capital Holdings: There are no significant undisclosed matters about the company that should have been disclosed.

Cofco Capital Holdings has issued a abnormal announcement, indicating that there are no significant changes in the company's recent operational situation and internal and external operational environment that have occurred or are expected to occur; there are no significant undisclosed matters about the company or its controlling shareholders that should have been disclosed, or major matters in the planning stage.

Yunnan Metropolitan Real Estate Development: The proportion of the company's real estate business is very small.

Yunnan Metropolitan Real Estate Development has issued an abnormal announcement, stating that the company's current main business is property services and commercial operations. With the disposal of the original real estate projects, the proportion of the company's real estate business is very small. Following the disposal of real estate projects, the scale of the company's real estate business has been greatly reduced. In the first half of 2024, real estate business income accounted for only 17.52% of the total income. The company will focus on development strategy, centering on property services and commercial management, improving management efficiency, and transforming towards light asset operation services.

Other products

Zangge Mining: The actual controller, Xiao Yongming, has been released from residential surveillance.

Zangge Mining Announcement: The company disclosed on April 16, 2024 that the actual controller Xiao Yongming was placed under residential surveillance by the Zigong Public Security Bureau. Recently, received a notice from Xiao Yongming's family that the Zigong Public Security Bureau has lifted the residential surveillance measures on Xiao Yongming.

Kairuide: The chairman and general manager, Ji Xiaowen, have been released from detention.

Kairuide announced that on September 25, 2024, the chairman and general manager, Ji Xiaowen, who were detained, recently received the "Notice of Release from Detention" issued by Duodao District Supervisory Committee of Jingmen City. Ji Xiaowen has been released from detention. Currently, the company's production and operation management are normal, and Ji Xiaowen has resumed his duties.

Lanhua Sci-Tech Venture: Its affiliated chemical branch has stopped production for 90 days due to environmental requirements.

Lanhua Sci-Tech Venture announced that based on the requirements of the Ecological Environment Protection Committee of Jincheng City, its affiliated chemical branch will cease production from October 15, 2024, to January 12, 2025, for 90 days. This production halt is expected to reduce the urea production in the fourth quarter of 2024 by approximately 0.0455 million tons, resulting in a decrease of approximately 0.078 billion yuan in sales revenue; it will also reduce urea production by about 0.007 million tons in the first quarter of 2025, leading to a decrease of around 0.012 billion yuan in sales revenue.

Nuotech Biology: The compound sodium picosulfate granules have obtained a pharmaceutical registration certificate.

Notai Biotech announced that the company recently received the Drug Registration Certificate for Compound Picosulfate Sodium Granules issued by the National Medical Products Administration. The product is a compound formulation composed of Picosulfate Sodium, Magnesium Oxide, and Citric Acid, used for radiographic examination, endoscopic examination, or preoperative bowel cleansing. The product features small volume of liquid medication, good colon cleansing effect, and few adverse reactions. The approval of this product fills the gap in the company's digestive system disease drug pipeline, further enriching the company's independently developed formulation product line. However, the specific sales situation is affected by market conditions and other factors, leading to uncertainty regarding the company's short-term operational performance.

Changchun High-tech Industries: Subsidiary GenSci 122片 receives FDA clinical trial application implied permission.

changchun high-tech industries announced that its subsidiary Jinsai Pharmaceutical's GenSci122 tablet project has obtained an implied approval for a new drug clinical trial application from the FDA. The drug is a small molecule KIF18A inhibitor, suitable for late-stage solid tumors. Jinsai Pharmaceutical has received a clinical trial approval letter and will systematically carry out subsequent human clinical trial work.

The translation is provided by third-party software.


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