Newsletter

Highlights of important announcements of listed companies: Kweichow Moutai expects net profit of 52 billion yuan in 2021 to increase 11.3% year-on-year

  •   Blu-ray development: Cumulative failure to repay the principal and interest of debts at maturity totals 27.739 billion yuan

  •   ST grand plan: Company and holdingshareholderFiled by the Securities Regulatory Commission

  •   Jinhe Industry: Net profit in 2021 is expected to increase by 29.43%-60.05% year-on-year

  •   Zhenghe Eco: Intended to participate in the creation of China’s first theme park of the universe and the kingdom of life

Shanghai is importantannouncement

  Kweichow Moutai: Estimated net profit of 52 billion yuan in 2021, a year-on-year increase of 11.3%

  Kweichow Moutai(600519) Announcement: After preliminary calculations, it is estimated that the total operating income in 2021 will be about 109 billion yuan (of which MoutaiOperating incomeAbout 93.2 billion yuan, with a series of wine operating income of about 12.6 billion yuan), a year-on-year increase of about 11.2%; the net profit attributable to shareholders of listed companies is expected to be about 52 billion yuan, a year-on-year increase of about 11.3%.

  Chlor-Alkali Chemical Industry: Proposed to purchase about 90,000 tons of ethylene from SECCO

  Chlor-Alkali Chemical Industry(600618) Announcement: The company’s board of directors reviewed and approved the proposal and agreed to sign the purchase and sale of ethylene with SECCO and Sinopec East China Branchcontract, The company purchases about 90,000 tons of ethylene from SECCO for a contract period of 10 years. As the agent of SECCO, Sinopec East China Branch assists SECCO in handling ethylene sales orders and shipments.

  Shanghai Yashi:The company and related persons in charge receive the supervisory attention letter

  Shanghai Yashi(603329) Announcement: The company and related persons in charge received a regulatory concern letter issued by the Shanghai Securities Regulatory Bureau due to irregular use of raised funds, irregular registration of insiders, insufficient internal control, and failure to collect rent in a timely manner; A warning letter was received for timely fulfillment of information disclosure obligations.

  GAC Group: GAC Ai’an plans to implement the second plant capacity construction project of 1.81 billion yuan

  GAC Group(601238) Announcement: The company’s subsidiary GAC Aian New Energy Automobile Co., Ltd. plans to implement a second plant capacity construction project with a planned production capacity of 200,000 vehicles per year, which will be completed and put into production in December 2022; the total investment of the project is 1.81 billion yuan, and the source of funds Self-raised by the enterprise.

  ST Xiyuan: The company’s controlling shareholder and actual controller will change

  ST Xiyuan(600139) Announcement: The 20.73% equity of the company held by the company’s original controlling shareholder Sichuan Hengkang was judicially transferred to Beijing Meitong United Trading Co., Ltd. by the Gongshu District Court of Hangzhou City; after the judicial transfer, the controlling shareholder of the company was transferred from Guizhou Huibaizhong changed to Beijing Meitong, and the actual controller changed from Zeng Tianping to Yang Xi.

  Zhewen Internet: AI smart marketing system fundraising projects are still in the preliminary stage of exploration

  Zhewen Internet(600986) Announcement: The company’s current main business is digital marketing, mainly serving the Internet, automobiles, fast-moving consumer goods,game, Financial and other industries. The company is concerned that the market is paying more attention to the company’s AI intelligent marketing system fundraising project. The fundraising project is still in the preliminary stage of exploration. There is great uncertainty about whether it will be successfully implemented in the future, and the company’s main business will not undergo major changes.

  Guodian Power: 1.036 billion yuanM&AChint New Energy Distributed Photovoltaic Project

  Guodian Power(600795) Announcement: Ningbo Wind Power, a wholly-owned subsidiary of the company, will acquire CHINT New Energy Development Co., Ltd., a 512,05 million kilowatt distributed photovoltaic project. The project involves a total of 1 target company, 81 project companies, including 201 distributed photovoltaic power plants, and the transaction price is 1.036 billion yuan.

  *ST Shida: The reorganization plan is completed

  *ST Shida(600734) Announcement: The company received a civil ruling from the Fuzhou Intermediate People’s Court on December 31, confirming that the Shida Group’s “Reorganization Plan” has been implemented. According to preliminary calculations, the reorganization will have a positive impact on the company’s 2021 net assets and net profit.

  Zhenghe Eco: Intended to participate in the creation of China’s first theme park of the universe and the kingdom of life

  Zhenghe Eco(605069) Announcement: The company has signed an investment cooperation framework agreement with the Kaiping District Government of Tangshan City. The company will assist the Kaiping District Government to build the Tangshan Huahai Carbon Neutral Technology Demonstration Zone. The main content of the project includes but is not limited to China’s first Yuan universe·Kingdom of Life Theme Park.

  Blu-ray development: Cumulative failure to repay the principal and interest of debts at maturity totals 27.739 billion yuan

  Blu-ray development(600466) Announcement: Recently, the company and its subsidiaries have added 1.858 billion yuan in principal and interest of unpaid debts due to maturity (including 322.5 million yuan in principal and interest of corporate bonds that the company failed to repay on December 13, 2021). As of December 31, 2021, the company’s accumulated outstanding debt principal and interest amounted to 27.739 billion yuan. The company is currently actively coordinating solutions with the financial institutions involved.

  Haier ZhijiaAdditional issuanceNo more than 73 million H shares are approved by the China Securities Regulatory Commission

  Haier Zhijia(600690) Announcement: The China Securities Regulatory Commission reviewed the application materials submitted by the company regarding the newly issued overseas listed foreign shares (H shares) and listed on the main board of the Hong Kong Stock Exchange, and approved the company to issue no more than 73 million overseas listed foreign shares (H shares).

  ST grand plan: The company and its controlling shareholder are filed by the China Securities Regulatory Commission

  ST grand plan(600122) Announcement: On December 30, the company received the “Case Initiation Notice” from the China Securities Regulatory Commission, and the China Securities Regulatory Commission decided to file a case against the company due to suspected violations of information disclosure. On the same day, Sanpower Group, the controlling shareholder of the company, received the “Case Initiation Notice” from the China Securities Regulatory Commission. The China Securities Regulatory Commission decided to file a case against Sanpower Group on suspicion of illegal information disclosure related to Hongtu Hi-Tech.

Important Announcement of Shenzhen Stock Exchange

  Zhenyu Technology: Plans to invest 500 million yuan in new energyBatteryThe second phase of structural parts project

  Zhenyu Technology(300953) Announcement: The company plans to invest in the construction of Zhenyu New Energy in Yibin, SichuanBatteryThe second phase project of structural parts has a total investment of 500 million yuan.This investment is to improve the company’sBatteryThe production capacity in the field of precision structural parts manufacturing can better meet the needs of customers for supporting production capacity.

  Hejia Medical: The controlling shareholder and actual controller will be changed

  Hejia Medical(300273) Announcement: The company’s controlling shareholders and actual controllers Hao Zhenxi, Cai Mengke and Beijing Xingzhifu Technology Co., Ltd. signed the “Control Rights Transfer Agreement” and “Voting Rights Power of Attorney”. Hao Zhenxi and Cai Mengke will take 16% of the company’s shares and the resulting All the shareholders’ equity of the company was transferred to Beijing Xingzhifu, and the voting rights held by the company accounted for 21.25% of the company’s total share capital. After the implementation, the company’s controlling shareholder will be changed from Hao Zhenxi and Cai Mengke to Beijing Xingzhifu, and the actual controllers will be changed from Hao Zhenxi and Cai Mengke to Xiao Xiameng.

  CIMC Group: CIMC Enrui Huanke’s GEM IPO was accepted

  CIMC Group(000039) Announcement: The company’s holding subsidiaryCIMC EnricIts holding subsidiary CIMC Enrui Huanke’s GEM issuance of A shares and its application for listing have been accepted by the Shenzhen Stock Exchange.

  Special message: Termination of some fundraising projects

  Special message(000070) Announcement: Affected by multiple factors such as international trade frictions, the spread of the global new crown epidemic, and changes in project conditions, and considering the development of the industry and future needs, the company has conducted a re-study and evaluation of the fundraising project and believes that the project has reached There is a large uncertainty about the expected benefits. Based on the principle of using the raised funds carefully, it is decided to terminate the “SDD Dongzhi Production Expansion and Intelligent Production Line Upgrade Project”. Up to now, the planned termination of the “SDD Dongzhi Production Expansion and Production Line Intelligent Upgrade Project” has raised funds of RMB 98,971,200 but has not been invested.

  CITIC Guoan: Guoan Group, the parent company of the controlling shareholder, was applied for reorganization

  CITIC Guoan(000839) Announcement: Guoan Group, the parent company of the company’s controlling shareholder Guoan Co., Ltd., received a notice from the court on December 30, creditorsBank of CommunicationsHeze branch applied to the court for reorganization of Guoan Group on the grounds that Guoan Group was unable to pay off its due debts, and was obviously lack of solvency, and had reorganization value and reorganization feasibility.

  Naipu Mining Machine: 2021PerformanceThe pre-increasing is mainly due to the increase in income from the Erdenet project

  Naipu Mining Machine(300818) Announcement: The company’s 2021 performance is expected to increase by 306.17%-380.02% year-on-year, mainly due to the increase in income from the Erdent project. The project was signed by the company with the Mongolian Erdent Mining Company in December 2019. The contract for the construction and commissioning of the No. 4 production line of the self-mill plant with an annual output of 6 million tons. The total contract price is 126 million US dollars, which is about 803 million yuan at the latest exchange rate.interest rateIt is expected to be between 28% and 33%, and all revenues are expected to be completed in the second quarter of 2022. This contract is a one-time contract and is not sustainable.

  Golden Wheel: Changes in planning control rights

  Golden Wheel(002722) Announcement: The company’s controlling shareholder Jinlun Holdings and its concerted person, Avnet International, intends to transfer the company’s shares to the counterparty. The total transfer ratio accounts for approximately 29% of the company’s total share capital. If the foregoing transactions proceed smoothly, the company’s control rights will be changed.Company stocks andConvertible bondSince the market opens on January 4, 2022Suspension, The suspension is expected to not exceed 5 trading days.

  Guangshengtang: 3CL protease inhibitor is still in preclinical research stage

  Guangshengtang(300436) Announcement: On December 24, the company’s holding subsidiary Guangsheng Zhonglin and ShanghaiWuXi AppTecA development contract was signed for a new drug research and development project of 3CL protease inhibitors for the treatment of new coronavirus infections. At present, the project is still in the pre-clinical research stage, and pre-clinical candidate compounds have been pre-selected. The follow-up of the project also needs to determine the preclinical candidate compounds through compound characterization studies, complete preclinical pharmacy studies and pharmacokinetics, pharmacodynamics, pharmacology and toxicology studies in compliance with clinical registration declarations, and obtain approval from the National Food and Drug Administration (NMPA) ) Will start phase I, phase II, and phase III clinical studies after the clinical (implied) approval.After querying public information, it was found that there arePfizer, Frontier Biology,Simcere PharmaceuticalFive other companies have disclosed 3CL protease inhibitors.

2021 annual performance forecast

  Jinhe Industry: Net profit in 2021 is expected to increase by 29.43%-60.05% year-on-year

  Jinhe Industry(002597) Announcement: The net profit for 2021 is expected to be 930 million yuan-1.15 billion yuan, a year-on-year increase of 29.43%-60.05%. During the reporting period, the downstream demand for the company’s sweetener products increased; the company increased the prices of food additives such as sweeteners and spices in varying degrees; the average sales price of some of the company’s bulk chemical products increased over the same period of the previous year; the company was newly built The project with an annual output of 5,000 tons of sucralose was put into production, and the capacity load was gradually full and effectively released.

  

(Article Source:SecuritiesVoice of the Daily)

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