Today's focus

Changchuan Technology: Net profit is expected to increase 877%-1023% year-on-year in the first half of the year

Changchuan Technology announced that net profit attributable to shareholders of listed companies for the first half year of 2024 is 0.2 billion yuan to 0.23 billion yuan, an increase of 876.62% over the previous year to 1023.12%. During the reporting period, the integrated circuit industry generally recovered moderately, and customer demand in the segment increased significantly. The company insisted on being customer-centered, strengthening core competitiveness, and enriching the product matrix. The company's product coverage in the field of integrated circuit testing continues to expand, its market share continues to rise steadily, and its operating income has increased significantly compared to the same period last year. Small financial note: Q1 net profit of 4.0752 million yuan. Based on this calculation, the estimated net profit for Q2 is 195.92 million yuan - 225.92 million yuan, an increase of 4708%-5443% over the previous month.

Xinyisheng: Net profit is expected to increase by 180.89%-229.44% year-on-year in the first half of the year

Xinyisheng announced that net profit for the first half of the year is expected to be 0.81 billion yuan to 0.95 billion yuan, an increase of 180.89%-229.44% over the previous year. During the reporting period, the company benefited from a continuous increase in industry sentiment and rapid growth in demand for high-speed products. The company expects sales revenue and net profit to increase significantly compared to the same period last year.

Aerospace Intelligent Manufacturing: Non-net profit deducted is expected to increase 6513% to 7546% year-on-year in the first half of the year

According to the Aerospace Intelligent Manufacturing announcement, net profit attributable to shareholders of listed companies is expected to be 0.35 billion yuan to 0.4 billion yuan in the first half of 2024, an increase of 108.10% to 137.83% year on year (after restructuring); a year-on-year increase of 4544.00%-5207.43% (before restructuring). Net profit after deducting non-recurring profit and loss was 0.32 billion yuan to 0.37 billion yuan, up 6512.66% to 7545.89% year over year. The increase in performance is mainly due to the expected year-on-year increase in revenue of more than 40% after completing the major asset restructuring. Through measures such as refined management and technology upgrades, costs and expenses are well controlled, and the proportion of high-value-added products has increased.

Feirongda: Net profit is expected to increase by 1243.65%-1492.48% year-on-year in the first half of the year

Feirongda announced that it expects net profit of 54 million yuan to 64 million yuan in the first half of the year, an increase of 1243.65%-1492.48% over the previous year. The company's consumer electronics business saw a significant year-on-year increase in sales revenue, increased gross margin, and increased profitability due to the recovery of major customer business, a continuous increase in shipments, and an increase in the market share of the company's terminal products such as mobile phones and laptops.

Huichang Communications: Net profit expected to increase 905%-1219% in the first half of the year

Huichang Communications announced that net profit for the first half of the year is expected to be 16 million yuan to 21 million yuan, an increase of 905.15% to 1219.26% over the previous year. During the reporting period, the impact of the company's non-recurring profit and loss on net profit is estimated to be about 16.7 million yuan, mainly the income from the transfer of subsidiaries and government subsidies.

Uhomi Optics: Net profit is expected to increase 201%-238% year-on-year in the first half of the year

UHitomi Optics announced that net profit attributable to shareholders of listed companies for the first half year of 2024 is 81 million yuan to 91 million yuan, an increase of 200.74%-237.87% over the previous year. The main reason for the expected increase in performance during the reporting period: the company continued the good start of the first quarter, increased business volume such as automotive optical components such as traditional security lenses, automotive lenses, glass aspherical lenses, etc., increased revenue, and increased gross margin.

5 connected board star network Yuda: The company's satellite communications, inertial navigation, optoelectronic pods, radar, etc. are all key technologies for unmanned driving

Starnet Yuda announced that the cumulative deviation value of the company's stock closing price increase for 2 consecutive trading days deviated by 21.99%, which is an abnormal fluctuation in stock trading. The company has found no recent public media reports of major undisclosed information that may or have had a significant impact on the company's stock trading prices. The company's satellite communications, inertial navigation, optoelectronic pods, radar, etc. are all key technologies for driverless driving; in terms of vehicles, the company can provide technical support for driverless driving in the direction of navigation, measurement and control, and can also implement functions such as path planning, automatic tracking, and self-construction of maps, which are suitable for structured roads and unstructured roads. As demand for inertial navigation and other products in the driverless field grows, it will have a positive impact on the company's future performance. However, there is still much uncertainty about large-scale application promotion of related products.

5 Lianban Jinjiang Online: Currently, some Jinjiang Rental companies under the company have carried out intelligent connected unmanned taxi demonstration operation activities with relevant partners

Jinjiang Online issued a change announcement. The company is concerned that the smart taxi concept has received a lot of attention from the market recently. Currently, some Jinjiang Rental companies under the company and related partners have carried out intelligent connected unmanned taxi demonstration operation activities in designated areas in Shanghai's Jiading District and Lingang New Town. The above demonstration operation activities are still in the experimental stage and basically do not generate revenue. There is still uncertainty about future business development, and there will be no significant impact on the company's operating activities in the short term.

2-board Pearl River Piano: There is no situation where the company should revise the 2024 semi-annual performance forecast

Pearl River Piano issued an announcement of abnormal fluctuations in stock trading. Recently, there have been no major changes in the company's business situation or internal and external business environment. The company disclosed the “2024 Semi-Annual Performance Forecast” on July 11, 2024. This performance forecast is the result of preliminary calculations by the company's finance department. The details are subject to the 2024 semi-annual report officially disclosed by the company. As of the disclosure date of this announcement, there are no circumstances where the company should revise its 2024 semi-annual results forecast.

2 consecutive Yayun shares: There is uncertainty about whether major asset restructuring matters can be implemented

Yayun Co., Ltd. issued a stock price change announcement. After self-inspection, the company's production and operation conditions were normal, and there were no major changes in the internal or external business environment or related business. The company plans to acquire 100% of the shares of Chengdu Yingmingzhitong Technology Co., Ltd. through a combination of issuing shares and paying cash, while raising supporting capital. This transaction is expected to constitute a major asset restructuring. Up to now, the company and all parties concerned are proceeding with the work related to this transaction in an orderly manner, and there is uncertainty about whether this transaction can be implemented.

Sunwoda: Plans to invest 2 billion yuan in Vietnam's Lithiwei consumer lithium battery factory project

Sunwoda announced that the company plans to establish Vietnam Lithiway Co., Ltd. through its subsidiary Hong Kong Xinwei and invest in the Vietnam Lithiway consumer lithium battery factory project, with a total investment of no more than 2 billion yuan. The purpose of this foreign investment is to further improve the business layout and expand overseas business. Sunwoda also announced that Qianhai Hongsheng, a wholly-owned subsidiary of the company, plans to acquire 30.1266% of the shares held by minority shareholders of Huizhou Yingwang Precision Technology Co., Ltd., a holding subsidiary of the company, about 0.535 billion yuan. After the acquisition is completed, Qianhai Hongsheng will hold 82.5316% of Huizhou Yingwang Precision's shares. The acquisition of a portion of Huizhou Yingwang Precision's shares will enhance the company's profitability and increase profits.

Investments & Contracts

Shengxing Co., Ltd. plans to invest 0.107 billion yuan to build three three-piece canning line projects

Shengxing Co., Ltd. announced that it plans to establish a subsidiary “Shengxing (Guangxi) Intelligent Technology Co., Ltd. (tentative name)” with its wholly-owned subsidiary Shengxing (Guangxi) Intelligent Technology Co., Ltd. (tentative name) in Nanning City, Guangxi Province, and invest in the construction of three three-piece canning line projects. The total investment of the project company is approximately 0.107 billion yuan, and the registered capital of the project company is tentatively set at 50 million yuan.

Increase/decrease holdings & repurchases

Ningbo Yunsheng: Plans to buy back the company's shares for 75 million yuan to 0.15 billion yuan

Ningbo Yunsheng announced that it plans to repurchase the company's shares for 75 million yuan to 0.15 billion yuan. The repurchase price will not exceed 8.03 yuan/share. The shares repurchased will be used to implement the employee stock ownership plan.

Sanyuan Biotech: Plans to buy back the company's shares for 50 million yuan to 0.1 billion yuan

Sanyuan Biotech announced that the company plans to repurchase shares through centralized bidding transactions through the Shenzhen Stock Exchange trading system. The repurchase price shall not exceed 35 yuan/share, and the repurchase amount shall not be less than 50 million yuan and not more than 0.1 billion yuan.

Hailu Heavy Industries: Plans to repurchase the company's shares for 50 million-0.1 billion yuan

Hailu Heavy Industries announced that it plans to use its own capital of RMB 50 million to 0.1 billion yuan to repurchase RMB common shares (A shares) issued by some companies through centralized bidding transactions, with a maximum repurchase price of 8.55 yuan/share (inclusive). Based on the upper and lower limit of the total repurchase capital and the maximum repurchase price of 8.55 yuan/share (inclusive), the estimated number of shares that can be repurchased is not less than 5.847953 million shares (inclusive) and not more than 11.695906 million shares (inclusive), accounting for 0.69%-1.39% of the company's total share capital of 842.271055 million shares. The specific number of shares to be repurchased is based on the actual number of shares to be repurchased when the repurchase period expires or the repurchase of shares is completed. The repurchase period is 12 months from the date the shareholders' meeting deliberates and approves the share repurchase plan.

Palm shares: plans to buy back the company's shares for 50 million yuan to 0.1 billion yuan

Palm Co., Ltd. announced that it plans to repurchase the company's shares at 50 million yuan to 0.1 billion yuan. The repurchase price will not exceed 2.37 yuan/share. The shares repurchased will be cancelled in accordance with the law to reduce the company's registered capital, and to implement equity incentives at an appropriate time in the future.

Haike Xinyuan: Plans to repurchase 11.6 million yuan to 23.1 million yuan of company shares

Haike Xinyuan announced that the company plans to use 1.6 million yuan and no more than 3.1 million yuan of its own capital to repurchase the company's issued RMB common stock (A shares) shares through centralized bidding transactions to fulfill the commitments related to stabilizing stock prices and protect the company's value and shareholders' rights. At the same time, the company plans to use an additional 10 million yuan and no more than 20 million yuan of its own capital to repurchase RMB common stock (A shares) shares already issued by the company through centralized bidding transactions.

Hehua shares: plans to repurchase the company's shares for 15 million yuan to 25 million yuan

Hehua Co., Ltd. announced that it plans to repurchase the company's shares for 15 million yuan to 25 million yuan, with a repurchase price of no more than 3 yuan/share.

Guangbo Co., Ltd. plans to repurchase the company's shares for 8 million yuan to 10 million yuan

Guangbo Co., Ltd. announced that it intends to use its own funds to repurchase RMB common shares (A shares) already issued by some companies through centralized bidding transactions to protect the company's value and shareholders' rights. The total capital for the repurchase of shares is not less than RMB 8 million and not more than RMB 10 million (all shares included); the repurchase price is not more than RMB 6.00 per share (including capital); the estimated number of shares to be repurchased is 1.3333 million shares to 1.6667 million shares, accounting for 0.25% to 0.31% of the company's current total share capital of 0.534 billion shares; the repurchase period is no more than 3 months from the date the board of directors deliberates and approves the share repurchase plan.

ST Easytech: He Yu plans to increase his holdings by no less than 10 million yuan

ST Eastech announced that He Yu, son of He Simo's son of He Simo, the actual controller of Yangzhou Oriental Group Co., Ltd., the largest shareholder of the company, plans to increase his holdings by no less than 10 million yuan.

Operation & Performance

Rong Da Guang: Net profit is expected to increase 50%-70% year-on-year in the first half of the year

Rongda Guang announced that net profit for the first half of the year is expected to be 67.34 million yuan to 76.32 million yuan, an increase of 50%-70% over the previous year. The company's consolidated revenue grew, with the dry film business growing rapidly.

Meansson: Net profit is expected to increase 5.84%-23.48% year-on-year in the first half of the year

Mayanson announced that net profit for the first half of the year is expected to be 30 million yuan to 35 million yuan, an increase of 5.84%-23.48% year-on-year. During the reporting period, benefiting from the promotion of mining industry policies and the continuation of overall economic benefits of coal companies and the demand for safety, intelligence and automation, the company actively developed its main business market in line with established development strategies. The mining business increased significantly compared to the same period last year.

Schubert: Net profit of 3.5 million yuan to 5 million yuan in the first half of the year is expected to reverse losses year-on-year

Schubert announced that it expects net profit of 3.5 million yuan to 5 million yuan in the first half of the year, reversing losses from the previous year. During the reporting period, the company focused on its main business, continuously increased its market development efforts, continuously optimized its customer and product structure, and actively promoted cost reduction and efficiency efforts. Among them, the antenna business maintained steady growth in operating income and net profit. The fingerprint module business lost narrower losses compared to the same period last year, and the company's overall profitability improved.

Youfang Technology: Expected net profit of 80 million yuan to 96 million yuan in the first half of the year

Youfang Technology announced that in the first half of 2024, it is expected to achieve operating income of 1.6 billion yuan to 1.8 billion yuan, and net profit attributable to owners of the parent company of 80 million yuan to 96 million yuan, turning a loss into a profit. The increase in performance was mainly due to a sharp increase in business revenue for IoT wireless communication products and cloud products, an increase in absolute gross profit, and a reduction in the period rate.

Contract & Project Award

Weiye Co., Ltd.: The subsidiary signed a 1.009 billion yuan project construction contract

Weiye Co., Ltd. announced that its wholly-owned subsidiary Zhuhai Hualong Decoration Co., Ltd. and Zhuhai Shizimen Central Business District Construction Holdings Co., Ltd. signed a “Construction Project Construction Contract” with a contract price of about RMB 1.009 billion.

Huada Technology: Recently, it has been designated as a number of customer projects

Huada Technology announced that the company recently received 40 car body parts projects from 23 domestic customers, with an estimated total lifetime sales amount of 3.8 billion yuan, including 28 new energy vehicle projects, with a sales amount of 3.4 billion yuan. The holding subsidiary Jiangsu Hengyi Industrial Technology Co., Ltd. has been designated by 6 customers for 18 new energy battery box trays and other projects, with an estimated total lifetime sales amount of 5.3 billion yuan.

ePuli: The subsidiary's daily operating contract amount in the second quarter reached 3.012 billion yuan

Yipuli announced that the total amount of daily operating contracts for blasting service engineering was newly signed or began to be executed by the subsidiary Gezhouba Yipuli Company from April to June 2024.

Shuangjie Electric: Expected to win 0.32 billion yuan for procurement projects related to China Southern Power Grid

Shuangjie Electric announced that the company was the winning candidate for China Southern Power Grid's 2024 distribution grid equipment framework bidding project. The winning products include 10kV prefabricated substations (European, compact), 10kVSF6 fully insulated circuit breaker automated sets, 10kV safe and controllable SF6 fully insulated circuit breaker cabinet automation complete cabinet, etc. According to the company's bid volume and quotation estimates, the total bid amount is estimated to be about 0.321 billion yuan, accounting for 9.04% of the company's audited revenue in 2023.

Baiao Intelligence won the bid for the 0.304 billion yuan project

Baiao Intelligence announced that the company recently received a “Notice of Winning Bid” from a domestic enterprise, confirming that the company was the winning bidder for the relevant project. The winning bid amount was 0.304 billion yuan, project names: 609-3 project, 23R project, 23X project.

Inner Mongolia First Aircraft: signed a daily operating contract of 0.503 billion yuan

Inner Mongolia First Aircraft announced that its wholly-owned subsidiary Beichuang Company recently signed a “Railway Truck Procurement Project Contract” with China National Railway Group Co., Ltd., with a total contract amount of 0.503 billion yuan (tax included).

Lanshi Heavy Equipment: Signed a contract for procurement and construction in the coal chemical industry

Lanshi Heavy Equipment announced that the company signed procurement and construction contracts with Tongshunyuan and Heshun Yuan worth 0.2 billion yuan and 160 million yuan respectively, for a total amount of 0.36 billion yuan.

Stock price changes

Mass Transportation: The Intelligent Connected Vehicle Model Is Currently Experimental

Public Transportation issued a change announcement. The company is concerned that intelligent connected vehicles have received a lot of attention from the market recently. Currently, this model is still in the experimental stage. It basically does not generate revenue for the company. There is still uncertainty about future business development trends, and it will not have a significant impact on the company's business activities in the short term.

Infinite: There have been no major changes in the internal and external business environment

Infinite issued a change announcement. The company did not find any recent public media reports on undisclosed material information that may or have had a significant impact on the company's stock trading price; the company's disclosed business conditions and internal and external business environment have not changed significantly; the company, controlling shareholders and actual controllers have no significant matters relating to the company that should be disclosed but not disclosed, or are in the planning stage; and during periods of abnormal stock trading, the controlling shareholder or actual controller did not trade the company's shares.

Shenda Co., Ltd.: The company's current business situation is normal

Shenda Co., Ltd. disclosed the change announcement. After the company's own investigation, the company's current business situation is normal, the main business has not changed, and there have been no major changes in the internal and external business environment. After the company's own investigation and inquiries with the controlling shareholders and actual controllers, there is currently no significant information that should have been disclosed but not disclosed.

Guofa Co., Ltd.: The current production and operation situation is normal

Guofa Co., Ltd. issued a change announcement. The company's main business is pharmaceutical manufacturing, pharmaceutical distribution, medical technical services, and judicial IVD (in vitro diagnosis) industries. According to the company's own inspection, the current production and operation situation is normal, there have been no major adjustments to the market environment and industry policies, production costs and sales have not fluctuated greatly, the internal production and operation order is normal, the company's main business has not changed significantly, and the company has not signed or is currently negotiating major contracts.

other

Oriental Group: Court decided to initiate pre-restructuring of the company

Oriental Group announced that on July 15, 2024, the company received a “Decision” from the Harbin Intermediate Court. In order to reduce the cost of restructuring, improve the success rate of restructuring, and effectively identify the value and feasibility of the restructuring, the Harbin Intermediate Court decided to start pre-restructuring the company.

Wanhua Chemical: Subsidiary Hungarian Poside Chemical Company discontinued production and maintenance

Wanhua Chemical announced that according to the annual maintenance plan, the subsidiary Hungarian Powerside Chemical Company will stop production and maintenance of MDI (0.4 million tons/year), TDI (0.25 million tons/year) and related supporting devices one after another on July 16, 2024. The maintenance is expected to take about 40 days. This discontinuation of production maintenance is a routine inspection and will not affect the company's production and operation.

Yifeng Pharmacy: Chairman proposes to implement 2024 mid-term dividends

Yifeng Pharmacy announced that Gao Yi, the actual controller and chairman of the company, proposed implementing the 2024 mid-term dividend. It is proposed to distribute a cash dividend of 2.5 yuan (tax included) to all shareholders for every 10 shares based on the total share capital of the company on the share registration date of the implementation of equity distribution.

Ulide: The controlling shareholder of the company proposes to implement the 2024 mid-term dividend

According to the announcement, Ulide Group, the controlling shareholder of the company, proposed implementing an interim dividend for 2024. It is proposed to distribute a cash dividend of 3 yuan (tax included) to all shareholders for every 10 shares based on the total share capital of the company deducting the number of shares in the company's special securities account on the day the equity distribution was implemented.

Oppo Mai: The company's controlling shareholder proposes a mid-term dividend

Opmax announced that Xiao Zhihua, the controlling shareholder, actual controller and chairman of the company, proposed that the company formulate and implement the company's 2024 mid-term dividend as soon as possible based on actual business conditions, and promised to vote “agree” when reviewing the matter.

Xianhui Technology: Chairman proposes mid-term dividend for 2024

According to Xianhui Technology's announcement, Pan Yanqing, the company's actual controller, chairman, and shareholder holding 5% or more of the shares, proposed implementing a 2024 mid-term dividend. It is proposed to distribute a cash dividend of 3 yuan (tax included) for every 10 shares to all shareholders.