Focus on today.

[*ST Pengbo: Stock price has hit the daily limit for 8 consecutive trading days, suspension for verification starts tomorrow]

*ST Pengbo announced that the company's stocks have hit the upper limit for 8 consecutive trading days from November 5, 2024, to November 14, 2024, with a price increase of 48.67%. Upon application, the company's stocks will be suspended from trading starting from November 15, 2024, and will resume trading after the disclosure of the review announcement, with an expected suspension time not exceeding 3 trading days.

[9 days 8 boards Solareast Holdings: The company currently has no plans for large-scale promotion of solar storage charging station business]

Solareast Holdings announces that the company's stock price has fluctuated greatly recently, with short-term increases significantly higher than the same period of the sse a share index, but the company's fundamentals have not undergone major changes. The company has noted recent public media reports regarding Solareast Holdings announcing the construction of the first 'full liquid cooling supercharging station' in northern Jiangsu. The construction of this supercharging station is solely for the procurement of Huawei supercharging station products, and this supercharging station is currently in the internal testing phase, without generating related business revenue and profits. The company particularly reminds that the first solar storage charging station business has not commenced substantive commercial operations and will not affect the company's performance in the short term. The company currently has no plans for large-scale promotion of solar storage charging station business. Investors are advised to pay attention to the risks of speculative hot concepts, make prudent judgments, and rational decisions.

[Huahai Chengke: Plans to acquire 30% equity of Huawei Electronics through equity acquisition]

Huahai Chengke announces that the company plans to use all surplus raised funds of approximately 0.287 billion yuan and its interest income, financial returns, and self-owned/self-raised funds to acquire 30% equity of Huawei Electronics through an equity acquisition, with the transaction price set at 0.48 billion yuan. This acquisition does not involve related party transactions and does not constitute a major asset reorganization. According to previous announcements, the company plans to acquire 100% equity of the transaction target, and intends to purchase the remaining 70% equity of the transaction target through issuance of shares and cash payment for assets, along with raising matching funds. Huawei Electronics specializes in the R&D and industrialization of semiconductor and integrated circuit packaging materials. According to PRISMARK statistics, in 2023, Huawei Electronics ranked third in global sales among epoxy resin encapsulation material companies and fourth in sales revenue, while ranking first in both sales revenue and volume among domestic epoxy resin encapsulation material companies.

[11 days 7 boards Bohai Leasing: AALL's subsidiary SPV transfers aircraft leasing assets]

Bohai Leasing announced that in order to optimize the company's asset structure, improve fleet asset quality, and enhance the company's competitiveness in the global aircraft leasing market, its controlling subsidiary Avolon's wholly-owned subsidiary AALL's SPV and related entities signed the 'Aircraft Sale Agreement', 'Beneficial Interest Sale Agreement', and related subsidiary agreements with SMBC Aviation Capital Limited (referred to as 'SMBC') in Ireland on November 13, 2024. AALL sells 10 aircraft leasing assets with attached leases to SMBC or its designated parties through its subsidiary SPV or companies that enjoy economic interests, with a market price of approximately $0.477 billion (equivalent to about 3.418 billion yuan). The actual sale price will be negotiated by both parties based on this. This transaction does not constitute a related party transaction, nor does it constitute a major asset restructuring or shell acquisition, and does not require approval from relevant authorities.

[8 consecutive boards Daqian Ecology: Control transfer matters still require compliance confirmation from the Shanghai Stock Exchange]

Daqian ecology & environment group issued a risk warning notice, the company disclosed on November 5, 2024, that a change in control is planned. This trade still requires the exchange to provide compliance confirmation opinions for the agreement transfer and to complete the share transfer registration procedures with the Shanghai branch of China Securities Depository and Clearing Co., Ltd. There is still uncertainty regarding whether the implementation can be completed and the timeline for completion. The company's main business has not undergone significant changes, and the operating situation is normal. From January to September 2024, the company achieved revenue of 73.2372 million yuan and net income attributable to shareholders of the listed company of 15.3188 million yuan.

[Shenzhen Yitoa Intelligent Control: Planning to issue shares and other methods to purchase assets. Stocks will be suspended starting tomorrow.]

Shenzhen Yitoa Intelligent Control announced that the company is planning to purchase assets by issuing shares and other means. Due to the uncertainty of the relevant matters, the company's stocks will be suspended from trading starting from November 15, 2024, and it is expected to disclose the transaction plan within no more than 10 trading days. The target company of this transaction is Shenzhen Aixie Sheng Technology Co., Ltd., and the company plans to acquire the controlling rights of the target company by issuing shares and paying cash, as well as raising matching funds. This transaction is expected to constitute a major asset restructuring and a related party transaction.

[China International Capital Corporation: Shareholder Haier Jinying has completely reduced its holdings by 0.106 billion shares of the company's stock]

China International Capital Corporation announced that shareholder Haier Jinying reduced its holdings of a total of 0.106 billion shares of the company's A-shares from August 15, 2024, to November 14, 2024, through block trades and centralized bidding, accounting for 2.1964% of the company's total share capital. The reduction plan has been completed. After the reduction, Haier Jinying no longer holds shares of the company's A-stock. The price range for this reduction was 27.97 yuan/share to 42.47 yuan/share, with a total reduction amount of 3.833 billion yuan.

[Zhuhai Enpower Electric: Plans to participate in EHang's private placement with 12.6 million US dollars]

Zhuhai Enpower Electric announced that the company has signed a share subscription agreement with EHang Holdings Limited, planning to use its own funds of $12.6 million to subscribe to EHang's private placement of shares. The subscription has completed the relevant overseas direct investment (ODI) approval process and completed the relevant forex procedures with SAFE.

[4 consecutive trading limits Shenzhen H&T Intelligent Control: There are no circumstances that violate the principle of fair information disclosure]

Shenzhen H&T Intelligent Control issued an abnormal announcement. After verification, the company's current operation is normal, and there have been no significant changes in the recent operation and internal and external operating environment of the company. There are no major undisclosed matters about the company, controlling shareholder, or actual controller that should be disclosed but have not been disclosed, or major matters in the planning stage. During the abnormal fluctuation of the stocks, the controlling shareholder and the actual controller did not buy or sell the company's stocks. There is no situation where the company violates the fair disclosure of information.

[After a short-term increase, Arcplus Group PLC: There is a risk of decline]

Arcplus group plc announced abnormal fluctuations in stock trading, with the closing price on November 14, 2024, showing a 103.3% increase from the closing price on October 25, 2024, indicating a risk of decline after a significant short-term increase.

[Wingtech Technology: Wuxi Guolian Integrated Circuit Investment Center reduced its holdings by 1% of the company's shares]

Wingtech Technology announced that the company's shareholder holding more than 5%, Wuxi Guolian Integrated Circuit Investment Center, during the implementation of the reduction plan, reduced its holdings of 12.4182 million shares through centralized competitive trading, accounting for 1.00% of the company's total share capital. After the reduction, Wuxi Guolian Integrated Circuit Investment Center (limited partnership) holds 0.109 billion shares of the company, accounting for 8.77% of the company's total share capital.

[shimao energy: Termination of share issuance for asset purchase, stock to resume trading tomorrow]

Shimao Energy announced that the company originally planned to purchase at least 58.07% of the equity assets of Nantong Zhanding Material Technology Co., Ltd. from Shanghai Dongfu Yuan Enterprise Development Center (limited partnership) and Shanghai Xuyin Zhanding Enterprise Development Center (limited partnership) through the issuance of shares and cash. However, the parties involved in the transaction did not reach a substantive agreement on the specific plan and transaction conditions, so the decision was made to terminate this issuance of shares for asset purchase. The company's stock will resume trading starting from November 15, 2024. According to relevant regulations, the company promises not to plan any major asset restructuring matters for at least one month from the announcement of the termination of this issuance of shares for asset purchase.

[tiandi science & technology: Listing transfer of 51% equity in Qin'an Energy, transaction price 2.69 billion yuan]

Tiandi Science & Technology announced that its subsidiary, Tiandi Wangpo, recently listed the transfer of its 51% equity in Shanxi Zhongmei Science & Technology Qin'an Energy Co., Ltd. through the Beijing Property Exchange, with the highest quote determined to be Shanxi Coal Transport and Sales Group Jin Cheng Co., Ltd. The fill price was 2.69 billion yuan. On November 14, Tiandi Wangpo signed the "Property Trading Contract" with Shanxi Coal Transport and Sales Group Jin Cheng Co., Ltd.

[6 days 5 boards, Zhong'an Technology: Yixing project company's main business has not yet started, its future operation situation has major uncertainties]

Zhong'an Technology announced an abnormal trading fluctuation, stating that the company and its wholly-owned subsidiary signed an investment cooperation agreement with Yixing Xingyang Industrial Investment Co., Ltd. to jointly establish the Yixing project company. Currently, the Yixing project company has just been established, has not obtained qualifications, has not started construction, and lacks relevant technology and personnel accumulation. The main business has not yet commenced, with both revenue and profit being zero, and its future operation situation poses major uncertainties. If unforeseen events, national or local policy adjustments occur, the project's implementation may encounter risks such as changes, suspension, or not meeting expectations.

[gepic energy development: China Yangtze Power plans to participate in the subscription of the company's stock issuance to specific parties]

Gepic Energy Development announced that the company plans to purchase 66% of the equity in Gansu Electric Power Investment Group Co., Ltd. held by Gansu Electric Investment Changle Power Co., Ltd. through the issuance of shares and cash, while also planning to issue stocks to specific parties to raise matching funds of no more than 1.9 billion yuan. Recently, the company received a subscription letter of intent from China Yangtze Power, indicating that China Yangtze Power or its affiliated companies are interested in participating in the subscription of stocks issued by the company to specific parties, with a proposed subscription amount not exceeding 0.6 billion yuan. As of the announcement date, the company has not yet signed a related share subscription agreement with China Yangtze Power or its affiliated companies.

[Shenzhen Minde Electronics Technology: Plans to participate in the auction for a 4.9180% equity transfer of Zhejiang Guangxin Microelectronics]

Shenzhen Minde Electronics Technology announcement, the company plans to use its own/ self-raised funds to participate in the auction of the 4.9180% equity stake of Guangxin Microelectronics held by Lishui Green Fund, with a starting price of 35.5 million RMB. If the transaction is successfully completed, the company will hold 50.1% of Guangxin Microelectronics shares, making Guangxin Microelectronics a subsidiary controlled by the company and included in the company's consolidated financial statements. Guangxin Microelectronics' main business is high-end specialized semiconductor wafer foundry, currently in the stage of rapid production increase. If the transaction is smoothly executed, it will help the company enhance its core competitiveness and enter a wider power semiconductor growth track.

[Changzhou Shenli Electrical Machine Incorporated: The controlling shareholder will change to Liaoning Weishu, and the stock will resume trading tomorrow]

changzhou shenli electrical machine incorporated announced that the company's controlling shareholder and actual controller Chen Zhongwei, together with liaoning wei shu and Guangzhou Kangqi, have preliminarily signed the "Equity Transfer Framework Agreement" on the matter of equity transfer. The company's stocks will resume trading on November 15, 2024. If the transaction is successfully completed, Liaoning Wei Shu will hold 32.65 million shares of the company (15.00% of the total share capital), Guangzhou Kangqi will hold 15.25 million shares of the company (7.00% of the total share capital), totaling 47.9 million shares of the company (22.00% of the total share capital). The company's controlling shareholder will be changed to Liaoning Wei Shu, and the actual controller will be changed to Wang Xue. The "Equity Transfer Framework Agreement" signed this time is only a principled framework agreement, and there is still some uncertainty about whether a formal equity transfer agreement and specific transaction plan can be signed.

Investment & Signing

[Baiyang Pharmaceutical: Wholly-owned subsidiary signs a market promotion service agreement]

Baiyang Pharmaceutical announced that recently, its wholly-owned subsidiary Beijing Baiyang Zhihé Medical Achievements Transformation Service Co., Ltd. (referred to as "Baiyang Zhihé") signed a "Market Promotion Service Agreement" with Beijing Huahao Zhongtian Biomedical Co., Ltd. (referred to as "Beijing Huahao Zhongtian"). The agreement stipulates that Beijing Huahao Zhongtian designates Baiyang Zhihé to provide exclusive market promotion services for designated products (Youte Dilong Injection, brand name: Youte Di) within the region. On the same day, Baiyang Zhihé signed a "Supplemental Agreement to the Market Promotion Service Agreement" with Beijing Huahao Zhongtian and Chengdu Huahao Zhongtian Pharmaceutical Co., Ltd., and all parties agreed to authorize Baiyang Zhihé to exclusively and exclusively promote the designated products in the region according to the agreement.

Equity Changes

[Haining China Leather Market: State-owned equity to be transferred without compensation, controlling shareholder intends to change.]

Haining China Leather Market announced that its controlling shareholder, Haining City Asset Management Company (referred to as "Asset Management Company"), will transfer 0.154 billion shares of the company it holds (accounting for 12% of the total share capital) without compensation to Haining Chaocheng Technology Industry Investment Group Co., Ltd. (referred to as "Chaocheng Investment Group"). A shareholder holding more than 5%, Haining City Market Development Service Center Co., Ltd., will transfer 0.236 billion shares of the company it holds (accounting for 18.36% of the total share capital) without compensation to Chaocheng Investment Group. After the completion of the state-owned equity transfer, the controlling shareholder of the company will change from Asset Management Company to Chaocheng Investment Group, while the actual controller remains unchanged, still being the State-owned Assets Supervision and Administration Office of Haining City People's Government.

Increase or Decrease of Shareholding & Share Repurchase

[Everbright Jiabao: Shareholders plan to reduce their holdings of no more than 1% of the company’s stocks in total.]

Everbright Jiabao announced that shareholders Jiading Jianye and Jiading Ke Investment plan to reduce their holdings of the company's stocks by no more than 14.9969 million shares through centralized bidding within three months after 15 trading days from the date of disclosure of this announcement, with a total reduction ratio not exceeding 1% of the company's total share capital.

[Western Region Gold: Vice Chairman Yang Shengrong intends to continue increasing holdings of company stocks worth 0.1 billion to -0.2 billion yuan.]

Western Region Gold announced that the company's second largest shareholder and vice chairman Yang Shengrong increased the company's A-share holdings by 3.2 million shares through centralized bidding on November 14, 2024, with an amount of 39.7345 million yuan, accounting for 0.35% of the total share capital of the company. Yang Shengrong plans to continue to increase the company's A-share holdings in the next 6 months through the method allowed by the Shanghai Stock Exchange, with the overall increase amount not less than 0.1 billion yuan and not more than 0.2 billion yuan. The implementation period of this shareholding plan is 6 months.

Operation & Performance

[china pacific insurance: Cumulative original insurance premium income of 219.598 billion yuan in the first ten months, an increase of 2.4% year-on-year]

China Pacific Insurance announced that from January 1 to October 31, 2024, the cumulative original insurance premium income of its subsidiary, china pacific life insurance company limited, was 219.598 billion yuan, a year-on-year increase of 2.4%. During the same period, the cumulative original insurance premium income of china pacific property insurance company limited was 172.85 billion yuan, an increase of 7.4% year-on-year.

[the people's insurance: From January to October, subsidiary china people's property insurance original insurance premium income of 460.927 billion yuan]

The People's Insurance announced that from January 1, 2024, to October 31, 2024, the original insurance premium income through its subsidiaries, china people's property insurance company limited, china people's life insurance company limited, and china people's health insurance company limited, was 460.927 billion yuan, 99.778 billion yuan, and 45.805 billion yuan respectively.

[shanghai international airport: Pudong International Airport's passenger throughput in October increased by 23.05% year-on-year]

Shanghai International Airport released the October transportation production report, showing that in October, Pudong International Airport had a total of 0.0459 million aircraft movements, a year-on-year increase of 10.36%; passenger throughput was 6.6872 million, a year-on-year increase of 23.05%; cargo and mail throughput was 0.3305 million tons, a year-on-year increase of 6.99%. Hongqiao International Airport had a total of 0.0238 million aircraft movements, a year-on-year increase of 2.92%; passenger throughput was 4.2331 million, a year-on-year increase of 9.95%; cargo and mail throughput was 0.0418 million tons, a year-on-year increase of 10.57%.

[metallurgical corporation of china: Signed new overseas contracts worth 66.32 billion yuan from January to October, an increase of 90.9% year-on-year]

The metallurgical corporation of china released a report on new contracts signed from January to October. The new contract amount from January to October 2024 was 957.81 billion yuan, a decrease of 11.5% compared to the same period last year, of which the new overseas contract amount was 66.32 billion yuan, an increase of 90.9% year-on-year.

Contracts & Project Bids

[Amplon: Received the project bidding notification from a leading domestic new energy vehicle company]

Amplon announced that the company recently received a project bidding notification from a leading domestic new energy vehicle company, confirming that the company will supply EHB brake system pressure sensors to this customer. According to the customer's forecast, the lifecycle of this bidding project is 5 years, with a bidding order period of 1 year, and the total expected amount for the period is about 40.2 million yuan. This bidding project is expected to start delivery in the first quarter of 2025, and will not have a significant impact on the annual performance of 2024.

[Qin'an Co., Ltd.: Received a letter of intent for project designation from a new energy complete vehicle company]

Chongqing Qin'an M&E Plc announced that the company recently received a letter of intent from a well-known new energy vehicle manufacturer, choosing the company to be its supplier of cylinder head machining assembly and cylinder block machining assembly. This customer is an existing cooperative customer of the company, and the company has maintained a good long-term cooperative relationship with them. The cylinder head machining assembly and cylinder block machining assembly projects obtained this time are upgrades and replacements of existing cooperative projects. According to the customer's plan, the aforementioned upgrade replacement project is expected to achieve mass production in the second quarter of 2026, with a project life cycle estimated at 5 years.

Stock Price Volatility

[Two consecutive trading limits on Intercontinental Oil & Gas: The Iraq project is only in the startup phase and still has uncertainties]

Intercontinental Oil & Gas released a notice of abnormal stock trading fluctuations. As of the date of this announcement, the company's controlling shareholder, Guangxi Zhenghe Industrial Group Co., Ltd., holds 508,341,781 shares of the company, of which 508,276,917 shares have been pledged, accounting for 99.99% of the shares held. Recently, the company signed exploration development production contracts for the Zurbatiya block and Jabel Sanam block with Midland Oil Company of Iraq (MdOC) and Basrah Oil Company (BOC). Currently, the relevant projects are only in the startup phase, and still have uncertainties.

Other products

[Yunnan Tourism: Wholly-owned subsidiary approved as a technology innovation center by the Ministry of Culture and Tourism]

Yunnan Tourism announced that its wholly-owned subsidiary, Wenlv Technology, received notification from the National Ministry of Culture and Tourism that it successfully passed the evaluation as a supporting unit along with China United Network Communications Limited Shenzhen Branch and Shenzhen University of Technology to jointly establish the "Theme Park Facility Integration and Intelligent Management Technology Innovation Center" under the Ministry of Culture and Tourism, becoming one of the first 11 officially running technology innovation centers of the ministry.

[Jinghe Integration: Plans to acquire a 0.24 billion yuan large certificate of deposit product from Hefei Urban Investment]

Hefei Integration announced that in order to improve the efficiency of fund utilization and increase fund income, the company plans to use idle self-owned funds to acquire the large certificate of deposit product transferred by Hefei Urban Investment, with a principal amount of 0.24 billion yuan. Hefei Urban Investment is an enterprise controlled by the company's controlling shareholder, Hefei Construction Investment. According to relevant regulations, Hefei Urban Investment is a related party of the company, and this transaction constitutes a related party transaction. The acquisition of Hefei Urban Investment's large certificate of deposit product is a fixed income product and does not exceed the cash management limit approved by the company's board of directors for idle self-owned funds, aligning with the company's stable financial requirements.