Good and bad news affecting the stock market

Macro News

1. Xi Jinping presided over the second meeting of the Central Committee for Comprehensively Deepening Reform and emphasized the construction of a new higher-level open economic system and the gradual shift from dual control of energy consumption to dual control of carbon emissions. The meeting considered and adopted the Guiding Opinions on Deepening the Reform of the Electric Power System and Accelerating the Construction of a New Power System. The meeting pointed out that it is necessary to further deepen the reform of the oil and gas market system, strengthen the construction of the production, supply, storage and marketing system, deepen the reform of the system and mechanism in the field of trade and investment, and expand market access.

2. data released by the central bank show that the scale of social financing increased by 4.22 trillion yuan in June, 2.67 trillion yuan more than the previous month. New RMB loans were 3.05 trillion yuan in June, an increase of 229.6 billion yuan over the same period last year. The balance of M2 was 287.3 trillion yuan, up 11.3 percent from the same period last year.

3. The Ministry of Foreign Affairs held a regular press conference yesterday. Regarding issues related to the discharge of Fukushima nuclear-contaminated water, Foreign Ministry spokesperson Wang Wenbin said that if anyone thinks that Fukushima nuclear-contaminated water is drinkable and swimming, we suggest that the Japanese side Make good use of the nuclear-contaminated water for these people to drink or swim, instead of discharging it into the sea, which worries the international community.

4. Singapore's state-owned investment company Temasek Holdings posted its worst performance in seven years and said the road ahead was uncertain. The company recorded a total shareholder return of -5.07 per cent for the year ended March 31, its worst annual performance since 2016.

Industry News

1. On July 10, the National Energy Group completed 4.09 billion kilowatt-hours of power generation in a single day, setting a new record, an increase of 0.21 billion kilowatt-hours from the previous day, exceeding the historical peak of 0.04 billion kilowatt-hours.

2. A few days ago, it was learned from a number of banks that in response to the "Notice on Conducting Research on Webcast Sales" issued by the regulatory authorities, the investigation has been completed one by one, and feedback materials on the results of the regulatory self-examination are being prepared.

3. Zhuhai solicited opinions on the provident fund loan policy for families with many children, which mentioned that when families with many children purchase their first self-occupied housing and apply for housing provident fund loans, the loan amount can rise by 20% on the basis of the loanable amount.

4. According to foreign media reports, in order to cope with the competition of electric vehicles in the Chinese market, Audi intends to purchase an electric platform authorization from local electric vehicle companies in China to shorten the development cycle of its models. Audi said it would work with all parties to develop a strategic approach.

5. The lithium carbonate futures and lithium carbonate options contracts and related rules issued by Guangqi will be implemented from the date of issuance. Lithium carbonate futures and lithium carbonate options contract listing trading hours and related matters will be notified separately.

6. It is learned from the Civil Aviation Administration that my country's civil aviation industry continued to recover in the first half of this year. Domestic average daily passenger flights were 12076, up 5.14 percent from the same period in 2019, and average daily passenger traffic was 1.522 million, back to 96.5 percent from the same period in 2019.

7. the official micro-notice of the China rare earth industry association was issued to collect clues of illegal mining, illegal smelting and separation, illegal processing, smuggling of rare earths and production exceeding the total planned target for the whole society.

Company News

1, German shares announced that the amount of micro-inverters sold directly to Germany and Austria is small.

2. Wanan Technology disclosed the announcement on the change of the company's share price, and the controlling shareholder subsidiary sold 751900 shares of the company's shares.

3. all wins electronic announcement, with an estimated net profit of about 0.475 billion yuan in the first half of the year.

4. Focus Media released its semi-annual results forecast, with net profit in the first half of the year up 53%-62% year-on-year.

5, Trina solar energy announcement, to invest 4.3 billion yuan to build 13GW single crystal pull rod and supporting projects.

6, Wanda Film announced that the controlling shareholder Wanda Investment intends to transfer 8.26 of the company's shares.

7. Sanan Optoelectronics announced that net profit in the first half of the year is expected to decrease by 75%-85% year-on-year.

8, billion crystal photoelectric announcement, is expected in the first half of the net profit increased by 1086-1255.

9. Tibet Mining announced that net profit in the first half of the year is expected to drop 94%-96% year-on-year.

10, wave information announcement, expected first-half net profit fell 60%-70% year-on-year.

11, hang seng electronics issued a clarification announcement, rumors do not conform to the facts, the company's daily operation is normal.

12, HKUST Xunfei announced that HKUST Holdings recently reduced its stake in the company by 0.36.

13, China International Asahi Chuang announced that the first half net profit increased by 12%-36%.

Global Markets

1, the three major U.S. stock indexes closed up collectively, with the Dow up 0.93 percent, the S & P 500 up 0.67 percent and the Nasdaq up 0.55 percent. Activision Blizzard rose more than 10%, with news that Microsoft won U.S. court approval to acquire Activision Blizzard. Europe's major stock indexes closed up collectively, with Germany's DAX up 0.75 percent.

2. the settlement price of international crude oil futures rose by more than 2%. WTI's August contract rose 2.52 percent and Brent's September contract rose 2.2 percent.

3. COMEX August gold futures settlement price closed up 0.31 per cent to $1937.1 an ounce, a new high since June 21.

Investment Opportunity Reference

1. to solve the "first big obstacle" in physical intelligence, AI scientists have released the latest achievements

a team led by AI scientist Li feifei recently released the latest results of physical intelligence: large models are connected to robots, complex instructions are converted into specific action plans, and human beings can give instructions to robots in natural language at will.

How to solve the problem of scarce training data will become the first obstacle in the development of embodied intelligence and even artificial intelligence. Machine vision is an application and technical direction of AI deep learning. Whether it is a humanoid robot or intelligent driving, it is one of the landing directions of machine vision. The agency believes that Tesla is similar in the path of intelligent driving and humanoid robots in machine vision. Robot is AI's next heavy-weight landing scene, overlay and ChatGPT and other large models to achieve industrial resonance, the future is expected to bring trillions of levels of unprecedented blue ocean, at the same time is expected to empower thousands of industries.

Among the listed companies, Zhongke Chuangda (300496) provides full-stack robot products that integrate hardware and software, covering almost all robot scenes and many robot manufacturers around the world, and is pushing Zhongke Chuangda Rubik's Cube large model to achieve the ultimate product goal of robots. Maolai Optics (688502) has developed the core lens of laser radar for driverless applications and high-precision lenses for autonomous driving technology.

2, Tesla expands again, Model 2 is coming? FSD's trend into China is becoming clearer

According to reports, the governor of the Mexican state of Nuevo Leon revealed that Tesla has completed the design of the next generation of electric vehicles for the mass market. This car is tentatively named Model 2 and will become the world's "best" and "most economical". "Electric car.

recently, Tesla updated its FSD algorithm to v11.4. the improvement of algorithm function makes this upgrade realize the end-to-end capability of FSD, that is, the intelligent driving function including high-speed navigation, urban road navigation and parking. Brokers judge that FSD has come to the eve of its official landing, and is expected to officially remove Beta in the next V12 version and penetrate a wider range of consumers. Outside of North America, Tesla is also actively promoting the landing process of FSD, and the trend of entering China is becoming more and more clear, which is expected to accelerate the intelligent process of Chinese car companies as a whole.

among the listed companies, jingwei hengrun (688326) will supply the intelligent driving domain controller with embedded L3 function in a certain model of hongqi in 2020. the domain control product based on TDA4 scheme will be mass-produced and obtain a new fixed point this year. the domain control product based on Mobileye EQ4/EQ6 scheme is under research and development, and the high-level intelligent driving operation solution for closed road L4 has been applied in some ports. Huaan Xinchuang (300928) business is involved in the segment of the automotive electronics industry in the cockpit electronics industry. The holding subsidiary Dongfang Xinchuang (Beijing) Automotive Technology Co., Ltd. is mainly used to invest in the construction of self-driving and intelligent assisted driving software and hardware integration program research and development and industrialization projects.

3. This product is called "the crown of analog chips", and the demand for automobiles + energy storage + consumer electronics is growing rapidly

battery management chip (BMIC) in the automotive, energy storage and consumer electronics and other fields of downstream application space, the agency pointed out that with the new energy vehicle 800V high-voltage platform penetration acceleration, energy storage installed capacity continued to increase and consumer electronics product iteration innovation, is expected to inject new growth momentum for BMIC.

BMIC has a high technical threshold and has high requirements in both digital and analog dimensions. Because of the high technical threshold, BMIC is also known as the "crown of analog chips". According to brokerage estimates, the size of the BMIC market in the world's major downstream sectors is expected to grow to $8.031 billion by 2026. By downstream, energy storage, electric vehicles, pan-consumption (wearables) and other areas grew faster, with CAGR of 72.34, 40.07 and 14.50 percent in 2021-2026, respectively.

among the listed companies, a number of power management IC products independently developed and designed by yachuang electronics (301099) have passed AEC-Q100 and other vehicle regulation level certification, and have been imported into well-known domestic and foreign automobile manufacturers such as Geely, great wall, changan, BYD, Hyundai, faw, Kia, Chrysler, Volkswagen, Xiaopeng, weilai, etc. in addition, the company's wire steering products have been shipped in small batches. Ai Wei Electronics (688798) has a wide range of products, including high-performance digital-to-analog mixed-signal chips, power management chips, signal chain chips, etc. As of 2022, the number of product categories will reach 42, with a total of more than 1000 product models. It has its own unique competitive advantages in various market segments.

4. UOS won the Linux server operating system procurement project

a few days ago, China resources digital technology co., ltd. released the "announcement of the bid-winning results for the purchase of Linux server operating system for xinchuang commercial distribution". the bid-winning results showed that unxin software won 60% of the bid! In the field of server operating systems, UOS Server Edition has entered a number of key industries.

according to AI media consulting data, thanks to the rapid development of China's digital economy, the scale of China's Xinchuang industry will reach 2096.19 billion yuan in 2023 and is expected to reach 3701.13 billion yuan in 2027. Institutional sources pointed out that from the perspective of the development of the Xinchuang industry in the past three years, domestic IT infrastructure and software and hardware have carried out a lot of adaptation work. my country's Xinchuang industry has entered a new stage of "easy to use" development. The major industry trend in the next 5-10 years is expected to become the first direction for the performance of the computer sector in the second half of the year.

As for the company, Chengmai Technology (300598) holds 32.31 percent of Unison Software and has signed a cooperation agreement with Avida to become its ecosystem software partner. Hengwei Technology (603496) has been committed to the transplantation of embedded operating systems, the development of underlying drivers and the support of hardware platforms, including embedded Linux,CentOS support in the localization platform, and cooperation with domestic operating systems such as Kirin and Unison.

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600540 Xinsai shares

Bulletin Express

[ Hotspot]

Intermediate Withdrawal: The company's shares will be delisted on July 12

Zhongqian withdrawal (300526) announced on the evening of July 11 that the company's shares entered the delisting period on June 19, trading for 15 trading days during the delisting period, and the last trading day was July 11. The company's shares have been decided by the Shenzhen Stock Exchange to terminate the listing and will be delisted on July 12, 2023.

Bikang Withdrawal: The company's shares will be delisted on July 12

Bikang withdrawal (002411) announced on the evening of July 11 that the company's shares entered the delisting period on June 19, trading for 15 trading days during the delisting period, and the last trading day was July 11. The company's shares have been decided by the Shenzhen Stock Exchange to terminate the listing and will be delisted on July 12, 2023.

German shares: small amount of micro-inverters sold directly to Germany and Austria

deye shares (605117) announced on the evening of July 11 that recently, some media reported that the micro inverters produced and sold by the company did not conform to the certification. The relevant situation is explained as follows: due to the deviation of the company's relevant personnel's understanding of the difference between VDE4105 and UL1741 standards, and considering the service life of the products, the company's micro-inverter products sold to Germany lack relays. At present, the company has proposed a solution for product upgrades. The company's external relay program is expected to be certified within one month, after which it will be provided free of charge to German and Austrian end customers who have installed German micro-inverse products, and the company has decided to extend the warranty period of the above-mentioned micro-inverter products using external relays from 10 years to 15 years free of charge. According to preliminary statistics, the sales amount of micro inverters directly sold by the company to Germany and Austria from 2020 to 2022 is 73.7755 million yuan, accounting for 0.56 percent of the company's operating income in the past three years. The sales amount and installation cost of the products involved this time are relatively small, and it is not expected to have a significant impact on the company's current performance, nor will it have a significant impact on the company's production and operation.

hang seng electronics: ant financial services to set up financial IT software sector and other information is not true

hang seng electronics (600570) announced on the evening of July 11 that the relevant report mentioned that "it is rumored that ant financial will set up a financial IT software section, 'hang seng electronics will be divided up the cake'". in this regard, the company has confirmed with ant technology group co., ltd. that the information does not conform to the facts.

Wanan Technology: share price changes controlling shareholder subsidiary reduces 751900 shares

Wanan Technology (002590) issued a change announcement on the evening of July 11. Wanan Investment, a wholly-owned subsidiary of Wanan Group, the controlling shareholder, sold 751900 shares of the company in a block transaction on July 11, accounting for 100 of the company's shares and 0.16 of the company's total share capital.

qilu bank: specific measures to stabilize stock price will be formulated before July 24

Qilu Bank (601665) announced on the evening of July 11 that from June 12 to July 11, the closing price of the company's stock has been lower than the company's latest audited net assets per share for 20 consecutive trading days. The conditions for triggering the measures to stabilize the stock price are met. The company will convene a board of directors before July 24, 2023 to formulate and announce specific measures to stabilize the stock price.

fuchun dyeing and weaving: prepaying 27.86 million yuan to xinye textile or facing the risk of uncollectible

fuchun dyeing and weaving (605189) announced on the evening of July 11 that xinye textile was the company's raw material supplier, and xinye textile was applied for reorganization and pre-reorganization by creditors. Up to now, the balance of the company's advance payment to Xinye Textile is 27.8601 million yuan. The pre-reorganization and reorganization of Xinye Textile may cause the purchase and sale contract signed between the Company and Xinye Textile to be unable to perform normally, and the advance payment may be subject to the risk of uncollectible, and the Company plans to make provision for bad debts in the future. At present, the company's production and operation are normal, and the company is negotiating with Xinye Textile to seek corresponding solutions.

wentai technology: controlling shareholders and others have received notification of filing a case from the CSRC

Wentai Technology (600745) announced on the evening of July 11 that the company's controlling shareholder Wentian Technology Group Co., Ltd. and the actual controller Zhang Xuezheng received the "Notice of Filing the Case" from the China Securities Regulatory Commission on the same day. Due to the failure to disclose the relationship between concerted action, suspected of illegal information disclosure, the China Securities Regulatory Commission decided to file a case against it. The investigation will not have a significant impact on the company's daily operations. The company's current control is stable, and its operation and management, business and financial status are normal.

[ M & A]

Weidi shares: planning to acquire a controlling stake in Suzhou Baoyou

Weidi shares (603023) announced on the evening of July 11 that the company plans to acquire a controlling stake in Suzhou Baoyouji Technology Co., Ltd. According to Suzhou Baoyouji official website, the company is a national high-tech enterprise dedicated to providing new energy vehicle power battery safety function devices and lightweight structural parts program research and development, production and sales.

oriental pearl: no more than 0.5 billion yuan will be transferred to Lao Fengxiang's limited equity

Oriental Pearl (600637) announced on the evening of July 11 that the company intends to transfer part of the equity of Shanghai Laofengxiang Co., Ltd. held by Gongmei Fund for no more than 0.5 billion yuan. The foreign investment is expected to yield a more stable return on investment and is synergistic with the company's existing strategy.

Xinjiang torch: plans to acquire 60% equity of national energy gas for 0.297 billion yuan

Xinjiang Torch (603080) announced on the evening of July 11 that the company plans to acquire 60% of Jiangxi Guoneng Gas Co., Ltd. (hereinafter referred to as "Guoneng Gas") held by Jiangxi Zhongjiu for 0.297 billion yuan. Through this transaction, we can expand the business development area, realize the transformation from a regional company to a national company, and expand the company's business scale.

[Operating Results]

siyuan electric performance bulletin: net profit increased 48.08% year on year in the first half of the year

Siyuan Electric (002028) released a performance bulletin on the evening of July 11. In the first half of the year, it achieved total operating income of 5.303 billion billion yuan, a year-on-year increase of 22.05; net profit of 0.701 billion billion yuan, a year-on-year increase of 48.08; basic earnings per share of 0.91 yuan.

dahua stock performance express: net profit in the first half of the year increased by 30.01 year on year

Dahua shares (002236) released a performance bulletin on the evening of July 11, achieving total operating income of 14.634 billion billion yuan in 2022, an increase of 3.88 percent over the same period last year; net profit of 1.976 billion billion yuan, an increase of 30.01 percent over the same period last year; and basic earnings per share of 0.63 yuan.

Guoyuan securities performance bulletin: net profit in the first half of the year increased by 22.14 year on year

Guoyuan Securities (000728) released its semi-annual performance bulletin on the evening of July 11. In the first half of the year, it achieved total operating income of 3.111 billion billion yuan, a year-on-year increase of 27.19; net profit of 0.914 billion billion yuan, a year-on-year increase of 22.14. During the reporting period, the Company's investment income (including income from changes in fair value) increased by $0.705 billion over the same period last year.

Shenzhen gas performance bulletin: net profit in the first half of the year increased by 20.56%

Shenzhen Gas (601139) released a performance bulletin on the evening of July 11. In the first half of the year, it achieved total operating income of 15.223 billion billion yuan, a year-on-year increase of 2.87; net profit of 0.65 billion billion yuan, a year-on-year increase of 20.56; basic earnings per share of 0.23 yuan.

Buddha's energy performance express: net profit in the first half of the year increased by 2.11 year on year

Buddha Energy (002911) released a performance bulletin on the evening of July 11, achieving operating income of 11.126 billion billion yuan in the first half of 2023, an increase of 34.97 percent over the same period last year, and net profit of 0.274 billion billion yuan, an increase of 2.11 percent over the same period last year. During the reporting period, the company's natural gas supply was about 2.41 billion cubic meters, up 30.05 year on year.

yijing photoelectric: net profit in the first half of the year increased by 1086-1255% year on year

Yijing Optoelectronics (600537) released a performance forecast on the evening of July 11. It is estimated that the net profit in the first half of the year will be 0.28 billion yuan to 0.32 billion yuan, an increase of 1086 to 1255 percent year-on-year. During the reporting period, the company's photovoltaic module sales increased year-on-year. In addition, benefiting from the decline in the price of silicon materials, the company's photovoltaic cells and modules have a greater increase in profitability. At the same time, Yijing Optoelectronics announced that due to market changes and taking into account many factors such as the subscription target situation and the company's business development plan, capital operation plan and the implementation of fund-raising projects, the company decided to terminate the issue of shares to specific targets in 2022 and withdraw the application documents.

jingao technology: net profit in the first half of the year increased by 146.81-187.95% year on year

Jingao Technology (002459) released its performance forecast on the evening of July 11. It is expected that the net profit in the first half of the year will be 4.2 billion -4.9 billion yuan, up 146.81-187.95 year on year. During the reporting period, the market demand for photovoltaic products continued to improve, and the company's photovoltaic module shipments and revenue scale achieved substantial growth.

Linzhou heavy machinery: net profit in the first half of the year increased by 3747-5008 year on year

Linzhou Heavy Machinery (002535) released its performance forecast on the evening of July 11. It is estimated that the net profit in the first half of the year will be 61 million -81 million yuan, up 3747.12-5008.48 year on year. The profit for the same period last year was 1.5856 million yuan. In the first half of this year, under the background of basically maintaining a high prosperity in the industry, the company's output increased, while the proportion of orders for high-end products increased significantly, and the gross profit margin increased significantly.

Zhongguancun: net profit in the first half of the year increased by 563.48-696.18% year on year

Zhongguancun (000931) announced on the evening of July 11 that the net profit in the first half of the year is expected to be 25 million -30 million yuan, up 563.48-696.18 year on year. In the same period last year, the company's net profit was 3.768 million yuan. In the first half of 2023, the company's main business continued to improve, with revenue increasing by more than 20% year-on-year.

tongqing building: net profit in the first half of the year increased by 493.32-702.78 year on year

Tongqing Building (605108) issued a performance forecast on the evening of July 11. It is expected that the net profit in the first half of the year will be 0.125 billion to 0.17 billion yuan, an increase of 493.32 to 702.78 compared with the same period last year. The company's catering, banquet, food business market space is huge, "three-wheel drive" development strategy advantages highlighted, 2023 the company has gradually entered a period of accelerated development.

Plitt: net profit in the first half of the year increased by 329.76-437.2 year on year

Plitt (002324) released its performance forecast on the evening of July 11, with an estimated semi-annual net profit of 0.2 billion -0.25 billion yuan in 2023, up 329.76-437.2 year on year. During the reporting period, the prices of main bulk raw materials decreased year-on-year, and the gross profit margin of the company's main products rebounded; with the increase and release of production capacity of Haisida, a holding subsidiary of new energy business, and the rapid increase of energy storage business volume, revenue and profit achieved steady growth.

dongpeng holdings: net profit in the first half of the year increased by 202.65-248.3 year on year

dongpeng holdings (003012) released its performance forecast on the evening of July 11, with an estimated semi-annual net profit of 0.358 billion -0.412 billion yuan in 2023, up 202.65-248.3 year on year. 90% of the profit contribution during the reporting period mainly came from distribution and direct retail channels, and the net cash flow from operating activities exceeded 0.831 billion yuan, a significant year-on-year increase. The company deep-cultivated retail main battlefield, continue to optimize the product structure, medium and large specifications of high-value product sales accounted for 29%, the new retail online global marketing potential expansion.

triangle tires: net profit in the first half of the year increased by 174-183% year on year

Triangle Tire (601163) released its performance forecast on the evening of July 11. It is estimated that the net profit in the first half of the year will be 0.595 billion -0.615 billion yuan, up 174-183 year on year. In the first half of the year, the production and sales of the downstream automobile industry grew rapidly, the overseas market demand was strong, and the company's tire production and sales increased significantly.

drug easy to buy: net profit in the first half of the year increased by 476.13-585.87 year on year

drug ego (300937) released its performance forecast on the evening of July 11, with an estimated semi-annual net profit of 42 million -50 million yuan in 2023, up 476.13-585.87 year on year. During the reporting period, the company's operating income and gross profit margin increased significantly compared with the same period last year.

tei pharmaceutical: net profit in the first half of the year increased by 135.92-152.19% year on year

Teyi Pharmaceutical (002728) released its semi-annual performance forecast on the evening of July 11. It is expected to achieve a net profit of 0.145 billion -0.155 billion yuan in the first half of the year, up 135.92-152.19 year-on-year. During the reporting period, sales of the Company's core products, Teichi Zhike Bao Tablets and other proprietary Chinese medicine preparation products, grew well, especially Teichi Zhike Bao Tablets sold 0.54 billion tablets, exceeding the full-year sales in 2022.

lipert: net profit in the first half of the year increased by 143.81-172.5 year on year

Lipert (605167) issued a pre-increase announcement on the evening of July 11. It is expected to achieve a net profit of 85 million yuan to 95 million yuan in the first half of 2023, an increase of 50.137 million yuan to 60.137 million yuan compared with the same period last year. An increase of 143.81 to 172.5. The company focuses on the design and manufacture of industrial modules, the project execution and settlement of the contract during the reporting period is good, the scale of revenue increased significantly.

bojun technology: net profit in the first half of the year increased by 125.21-156.64% year on year

bojun technology (300926) released its performance forecast on the evening of July 11, with an estimated semi-annual net profit of 86 million -98 million yuan in 2023, up 125.21-156.64 year on year. During the reporting period, the company's orders were sufficient, and its operating income increased significantly year-on-year; hybrid vehicles and pure electric vehicles increased rapidly, and the company's new energy vehicle body modular product revenue increased rapidly year-on-year.

shenghong shares: net profit in the first half of the year increased by 139.08-187.48% year on year

Shenghong shares (300693) released its semi-annual performance forecast on the evening of July 11. in the first half of the year, it is expected to achieve a net profit of 0.163 billion -0.196 billion yuan, up 139.08-187.48 percent from the same period last year. During the reporting period, the company's energy storage division and charging pile division revenue increased significantly over the same period last year.

liba shares: net profit in the first half of the year increased by about 110.68 year on year

Liba shares (603519) announced on the evening of July 11 that the company expects to achieve a net profit of about 0.668 billion yuan in the first half of 2023, an increase of about 110.68 per cent over the same period last year. The main reason for the pre-increase in performance is that during the reporting period, the funds invested by the company reduced their holdings of some of the shares of Tuojing Technology, and obtained the corresponding share of investment income after distribution according to the partnership agreement, with an impact amount of about 0.615 billion yuan. The company expects non-net profit for the first half of 2023 to be about 52.9 million yuan, down about 18.88 percent year-on-year.

mountain push shares: non-net profit deducted in the first half of the year increased by 100-150 year on year

ShanTui shares (000680) released its performance forecast on the evening of July 11. It is estimated that the net profit in the first half of the year will be 0.272 billion yuan -0.33 billion yuan, down 17.81-32.33% year on year. Non-net profit was 0.233 billion yuan -0.292 billion yuan, up 100-150% year on year. In the first half of this year, the company's overseas revenue continued to increase compared with the same period of last year; the sales structure of strategic products improved; in the same period of last year, the company reduced its capital and withdrew from Komatsu Shantui Construction Machinery Co., Ltd., and confirmed the investment income of 0.299 billion yuan (belonging to non recurring profit and loss).

Wujin stainless steel: net profit in the first half of the year increased by about 123.94 year on year

Wujin Stainless (603878) announced on the evening of July 11 that it is expected to achieve a net profit of about 0.185 billion yuan in the first half of 2023, an increase of about 0.102 billion yuan compared with the same period last year, an increase of about 123.94 percent over the same period last year. In the first half of the year, the company continued its steady growth trend. Focus on the main business, focus on the mid-to-high-end stainless steel pipe market, while reducing costs and increasing efficiency, improving product profitability, and driving net profit growth; exchange gains also have a positive impact on the company.

fuao shares: net profit in the first half of the year increased by 90%-107 year on year

fuao shares (000030) released a performance forecast on the evening of July 11. it is estimated that the net profit in the first half of 2023 will be 0.214 billion -0.233 billion yuan, up 90%-107 year on year. Affected by the output of the automotive industry, the company's operating income achieved year-on-year growth; in recent years, the new business layout has been accelerated, and the revenue scale and growth rate of new sectors such as automotive electronics have shown a positive trend.

central plain internal distribution: net profit in the first half of the year increased by 86.73-108.07 year on year

Zhongyuan Internal Distribution (002448) released its performance forecast on the evening of July 11. It is estimated that the net profit in the first half of 2023 will be 0.175 billion -0.195 billion yuan, up 86.73-108.07 year on year. During the reporting period, the domestic heavy truck industry recovered significantly. The company's main product cylinder liner production and sales showed a substantial increase year-on-year; the steel piston business showed a good growth trend compared with the same period last year.

saiteng shares: net profit in the first half of the year increased by 85%-110.82 year on year

Saiteng shares (603283) issued a pre-increase announcement on the evening of July 11. It is expected to achieve a net profit of 86 million yuan to 98 million yuan in the first half of 2023, an increase of 39.514 million yuan to 51.514 million yuan compared with the same period last year, an increase of 85% to 110.82%. The sales scale of the company's intelligent manufacturing equipment continued to grow compared with the same period last year, and the receipt of government subsidies increased compared with the previous year.

new open source: net profit in the first half of the year increased by 71.11-84.8% year on year

new open source (300109) released its performance forecast on the evening of July 11, with an estimated semi-annual net profit of 0.25 billion -0.27 billion yuan in 2023, up 71.11-84.8 year on year. During the reporting period, the Company's chemical sector business maintained steady development and the medical sector business continued to improve.

intelligent self-control: net profit in the first half of the year increased by 70%-100 year on year

intelligent automatic control (002877) announced on the evening of July 11 that the net profit in the first half of the year is expected to be 42.6149 million -50.1352 million yuan, up 70%-100 year on year. During the reporting period, the company's production capacity was gradually released, the scale effect appeared, and the gross profit margin of products increased.

baoli food: net profit in the first half of the year increased by 72.48-83.26 year on year

Baoli Food (603170) released a performance forecast on the evening of July 11. In the first half of the year, it is expected to achieve a net profit of 0.16 billion -0.17 billion yuan, an increase of 72.48-83.26 year-on-year. During the reporting period, the company provided flavor and product solutions for catering enterprises, food industry enterprises and household consumers, the sales scale continued to expand, and the operating income of all channels achieved positive growth, thus driving the growth of net profit; the company received compensation for housing levy led to the growth of net profit.

Guannong shares: net profit in the first half of the year increased by 67.66-82.89% year on year

Guannong shares (600251) released a performance forecast on the evening of July 11, with a net profit of 0.44 billion to 0.48 billion yuan in the first half of the year, an increase of 67.66 to 82.89 per cent year-on-year. During the reporting period, the market for tomato products was good, and sales and gross profit increased significantly year-on-year, resulting in a substantial increase in the profit of the tomato industry; the subsidiary Yintong Cotton Industry achieved a year-on-year net profit turnaround.

Vertex Software: Net Profit in the First Half of the Year Up 65.37-76.68% YoY

vertex software (603383) released its performance forecast on the evening of July 11, with a net profit of 58 in the first half of the year.500000 yuan to 62.5 million yuan, up 65.37 to 76.68 percent year-on-year. During the reporting period, the industry developed well, the company's product and technology competitive advantages were enhanced, while internal management efficiency was improved and equity incentive amortization expenses were reduced.

Wuxi Zhenhua: net profit in the first half of the year increased by 67.11-78.63 year on year

Wuxi Zhenhua (605319) announced on the evening of July 11 that it is expected to achieve a net profit of 87 million -93 million yuan in the first half of 2023, up 67.11-78.63 year-on-year. Benefiting from the continued recovery of the domestic auto market, the company's orders rebounded sharply from the same period last year. At the same time, the company's split assembly processing business scale effect is prominent, resulting in the first half of the operating results are expected to rise year-on-year.

huijia era: net profit in the first half of the year increased by 62.3-91.68 year on year

Huijia Times (603101) released a performance forecast on the evening of July 11. It is estimated that the net profit in the first half of the year will be 0.116 billion yuan to 0.137 billion yuan, an increase of 62.3 to 91.68 percent year-on-year. In the first half of the year, with the improvement of the external environment and the significant recovery of the consumption environment in Xinjiang, the company's overall operating performance improved, the main business income and gross profit margin increased steadily, and the operating expenses decreased year-on-year.

fangda group: net profit in the first half of the year increased by 60%-80% year on year

Fangda Group (000055) released its performance forecast on the evening of July 11, with an estimated semi-annual net profit of 0.18 billion -0.203 billion yuan in 2023, up 60%-80% year on year. The company's main business revenue growth, smart curtain wall system and new materials business, rail transit screen door business and new energy business net profit increased.

Baiya shares: net profit in the first half of the year increased by 59.52-78.66% year on year

Baiya shares (003006) released a performance forecast on the evening of July 11, with a net profit of 0.125 billion -0.14 billion yuan in the first half of the year, up 59.52-78.66 percent year-on-year. In the first half of the year, the company accelerated the construction of e-commerce and emerging channels, the proportion of mid-to-high-end product revenue further increased, and operating income and net profit achieved rapid growth.

petrochemical machinery: net profit in the first half of the year increased by 55%-80% year on year

Petrochemical Machinery (000852) released its performance forecast on the evening of July 11, with an estimated semi-annual net profit of 60.3 million -70 million yuan in 2023, up 55%-80% year on year. In the first half of the year, international oil prices ran smoothly, and the "Seven-Year Action Plan" for increasing oil and gas reserves and production continued to advance. The company closely followed key projects such as shale oil and ultra-deep oil and gas development. At the same time, international business adjustments were made, operational efficiency was further improved, and performance increased year-on-year.

Hyde shares: net profit in the first half of the year increased by 57.82-67.11% year on year

Hyde shares (000567) released a performance forecast on the evening of July 11, with a net profit of 0.51 billion -0.54 billion yuan in the first half of the year, up 57.82-67.11 year-on-year. During the reporting period, the company seized the bad blue ocean market of individual loans, relying on the comprehensive advantages of "big data + AI + justice" and AMC license advantages, and actively carried out entrusted collection business and acquisition collection business.

ruihu mold: net profit in the first half of the year increased by 53.41-71.46 year on year

ruihu mould (002997) released its performance forecast on the evening of July 11, with an estimated semi-annual net profit of 85 million -95 million yuan in 2023, up 53.41-71.46 year on year. At the end of 2022, the company's manufacturing equipment business had orders in hand of 3.03 billion yuan, a year-on-year increase, resulting in a significant increase in the delivery scale of the company's semi-annual orders in 2023 compared with the same period last year, resulting in performance growth. At the same time, the company's parts business in the first half of 2023 batch production and supply of some products, resulting in an increase in business scale and promoting performance growth.

focus media: net profit in the first half of the year increased by 53.19-62.46 year on year

Focus Media (002027) released its semi-annual performance forecast on the evening of July 11. In the first half of the year, it is expected to achieve a net profit of 2.15 billion -2.28 billion yuan, a year-on-year increase of 53.19-62.46. During the reporting period, the demand of the advertising market gradually recovered, and the company's operating income and gross profit margin increased steadily.

Guangzhou development: net profit in the first half of the year increased by 46%-60% year-on-year

Guangzhou Development (600098) released a performance forecast on the evening of July 11. It is estimated that the net profit in the first half of the year will be 1.05 billion yuan to 1.15 billion yuan, an increase of 46% to 60% compared with the retrospective adjustment in the same period last year. During the reporting period, coal costs decreased, electricity sales prices increased, and power business turned losses; wind power and photovoltaic power generation project capacity increased, new energy business profits increased; natural gas sales increased, gross profit increased year-on-year, and natural gas business profits increased.

top nine organisms: net profit in the first half of the year increased 45%-55% year on year

Jiuqiang Biology (300406) released its performance forecast on the evening of July 11, with an estimated semi-annual net profit of 0.236 billion -0.252 billion yuan in 2023, up 45%-55% year on year. In 2023, the normal operation of medical institutions nationwide, the company's business returned to normal levels, products covering biochemical immunity, blood coagulation, blood type, pathological diagnosis and accurate diagnosis categories, sales revenue and profits have increased.

oriental precision: net profit in the first half of the year increased by 30%-40% year on year

Dongfang Seiko (002611) announced on the evening of July 11 that it expects a semi-annual net profit of 0.193 billion -0.207 billion yuan in 2023, up 30%-40% year on year. In the first half of the year, the company's intelligent equipment manufacturing business as a whole grew well, the intelligent corrugated packaging equipment sector in hand orders continued to grow, the subsidiary Fosber Group net profit growth rate of more than 50% year-on-year. In addition, the water power products sector also achieved rapid growth, the holding subsidiary Yum Power net profit growth rate of more than 50% year-on-year.

heart pulse medical treatment: net profit in the first half of the year increased by 25%-30% year on year

Xinmai Medical (688016) announced on the evening of July 11 that it is expected to achieve a net profit of 0.269 billion yuan to 0.28 billion yuan in the first half of 2023, an increase of 53.7591 million yuan to 64.5109 million yuan compared with the same period last year, an increase of 25% to 30% year-on-year. During the reporting period, after the Spring Festival, hospitals across the country quickly resumed normal medical order, and the number of in-hospital operations also quickly recovered. The company's main products were in strong demand, and overall sales increased rapidly year-on-year.

China test: net profit in the first half of the year increased by 17%-21% year on year

China testing (300012) released its performance forecast on the evening of July 11, with an estimated semi-annual net profit of 0.422 billion -0.436 billion yuan in 2023, up 17%-21% year on year. During the reporting period, the company's overall profit margin increased compared with the same period last year, and its operating performance achieved steady growth.

dongfang electric heating: net profit in the first half of the year increased by 13.06-40.5% year on year

Dongfang Electric Heat (300217) announced on the evening of July 11 that it expects a semi-annual net profit of 0.166 billion -0.206 billion yuan in 2023, up 13.06-40.5 year on year. During the reporting period, the company continued to make efforts in the new energy sector. Among them, the sales revenue of the new energy equipment business and the PTC electric heater business for new energy vehicles achieved rapid growth year-on-year, which was the main reason for the performance growth; in addition, the pre-nickel-plated battery material market Promotion continued, and customer verification progressed steadily; household appliance components business and optical communication business remained stable, and sales revenue declined.

zhongji xuchuang: net profit in the first half of the year increased by 11.69-36.05% year on year

Zhongji Xuchuang (300308) announced on the evening of July 11 that the company expects a net profit of 0.55 billion -0.67 billion yuan in the first half of 2023, up 11.69-36.05 year-on-year. Since 2023, the release of a large language model for generative artificial intelligence, represented by ChatGPT, has spawned a surge in demand for AI computing power, which in turn has driven a significant increase in demand for communications products, including optical modules, and accelerated the iteration of optical modules to 800G and above. During the reporting period, thanks to the gradual increase in the proportion of high-end products such as 800G and the continuous cost reduction and efficiency increase, the company's product gross profit margin and net profit margin further improved.

pearl river beer: net profit in the first half of the year increased by 10%-20% year on year

Zhujiang Beer (002461) released its performance forecast on the evening of July 11, with an estimated semi-annual net profit of 0.345 billion -0.377 billion yuan in 2023, up 10%-20% year on year. During the reporting period, the company achieved beer sales of 688800 tons, up 7.48 year on year.

guangli technology: net profit in the first half of the year increased by 0%-20% year on year

Guangli Technology (300480) released its performance forecast on the evening of July 11, with an estimated semi-annual net profit of 44.298 million -53.1576 million yuan in 2023, up 0%-20% year on year. In the first half of 2023, although the semiconductor industry is still at the bottom stage, the company's domestic semiconductor dicing machine business showed relatively good performance, while the performance of foreign subsidiaries maintained stable development; the company's Internet of Things safety production equipment business maintained a stable growth rate.

high-energy environment: net profit in the first half of the year increased by 5.76-17.01 year on year

High Energy Environment (603588) announced on the evening of July 11 that the company expects to achieve a net profit of 0.47 billion yuan to 0.52 billion yuan in the first half of 2023, an increase of 25.6098 million yuan to 75.6098 million yuan compared with the same period last year, an increase of 5.76% to 17.01%. In the first half of the year, the company's overall operating conditions were good. Solid waste hazardous waste resource utilization plate, stock project business carried out smoothly, new projects put into operation smoothly, capacity utilization rate continued to improve.

Shanghai electric power: first half pre-profit 0.723 billion yuan -0.86 billion yuan year-on-year loss

Shanghai Electric Power (600021) issued a performance forecast on the evening of July 11. It is estimated that the net profit in the first half of the year will be 0.723 billion yuan to 0.86 billion yuan, turning losses into profits year on year. During the reporting period, the installed scale and efficiency of clean energy power generation increased, the efficiency of overseas projects increased, the cost of thermal power sector decreased, and the operating performance improved.

junsheng electronics: it is estimated that the net profit in the first half of the year will be about 0.475 billion yuan

Junsheng Electronics (600699) announced on the evening of July 11 that the company expects to achieve operating income of about 27 billion yuan in the first half of 2023, a year-on-year increase of 18%, and a net profit of about 0.475 billion yuan, turning losses into profits year-on-year. Among them, the net profit in the second quarter is expected to be about 0.275 billion yuan, an increase of about 38% from the first quarter. In the first half of 2023, the company's automotive electronics business continued to grow strongly, and it is expected to achieve operating income of about 8.3 billion yuan, a year-on-year increase of about 24%; the automotive safety business has grown steadily, and it is expected to achieve operating income of about 18.7 billion yuan, a year-on-year increase of about 15%.

zhongxing fungus industry: in the first half of the year, the pre-profit of 0.185 billion yuan -0.205 billion yuan turned up losses year on year

Zhongxing Fungus Industry (002772) released a performance forecast on the evening of July 11, with an estimated net profit of 0.185 billion -0.205 billion yuan in the first half of the year and a loss of 20.032 million yuan in the same period last year. In the first half of this year, the price of the company's edible fungus products increased more, especially the price of Flammulina velutipes products increased significantly year-on-year.

kehua holdings: first half pre-profit 58 million to 70 million yuan year-on-year loss

Kehua Holdings (603161) announced on the evening of July 11 that it is expected to achieve a net profit of 58 million yuan to 70 million yuan in the first half of 2023, which will turn losses into profits compared with the same period last year. Benefiting from the increase in market demand, customer orders increased compared with the same period of the previous year, including the continuous release of orders for new energy (hybrid) products, and the company's sales achieved greater growth; the company's export business accounted for a relatively high proportion, and the appreciation of the US dollar brought significant exchange gains.

aikang technology: in the first half of the year, the pre-profit of 42 million yuan -63 million yuan turned up losses year on year

Aikang Technology (002610) released its performance forecast on the evening of July 11. It is estimated that the net profit in the first half of the year is 42 million -63 million yuan, and the loss in the same period last year is about 0.16 billion yuan. During the reporting period, the company's Zhangjiagang, Ganzhou, Changxing production base battery and component production capacity release, the company's business orders and sales revenue have achieved growth. At the same time, the market prices of raw materials such as silicon wafers and battery chips fell.

sony finance: in the first half of the year, the pre-profit of 20 million yuan -26 million yuan turned up losses year on year

Xinli Finance (600318) released its performance forecast on the evening of July 11. It is estimated that the net profit in the first half of the year will be 20 million yuan to 26 million yuan, which will turn losses into profits year on year. During the reporting period, the investment scale of the company's financial leasing sector increased year-on-year, and the pawn company achieved a year-on-year increase in comprehensive service fee income; the investment income contributed by important equity subsidiaries increased significantly year-on-year.

mountain latitude: the first half of the pre-profit of 19.5 million to 20.5 million yuan year-on-year loss

Shandong Diwei (688579) released its performance forecast on the evening of July 11, with a net profit of 19.5 million -20.5 million yuan in the first half of the year, turning losses into profits year on year. In the first half of the year, the amount of new contracts signed by the company increased by 15.82 year-on-year, and the gross profit of contracts increased by 40.31 over the previous year.

Changbai mountain: first half pre-profit of about 12.25 million yuan year-on-year loss

Changbai Mountain (603099) announced on the evening of July 11 that the net profit in the first half of the year is expected to be about 12.25 million yuan, which will turn losses into profits year on year. During the reporting period, tourism recovered and revenue increased, which is expected to increase by 0.142 billion yuan compared with the same period last year.

huafeng chemical: net profit in the first half of the year decreased by 42.37-47.8 year on year

Huafeng Chemical (002064) announced on the evening of July 11 that its net profit in the first half of the year is expected to be 1.25 billion -1.38 billion yuan, down 42.37-47.8 percent from the same period last year. In the first half of 2023, affected by factors such as intensified competition in the chemical industry and weak downstream demand, the sales price and gross profit margin of the company's main products decreased year-on-year, resulting in a year-on-year decline in performance.

China boulder: net profit in the first half of the year dropped about 55% year on year

China Jushi (600176) released its performance forecast on the evening of July 11, and its net profit in the first half of the year is expected to be about 1.893 billion yuan, a year-on-year decrease of about 55%. The weakening of industry demand in the first half of the year led to a decline in product prices and remained low, and the company's product prices also fell year-on-year.

wave information: net profit is expected to drop 60%-70% year-on-year in the first half of the year

wave information (000977) announced on the evening of July 11 that the net profit in the first half of the year is expected to be 0.286 billion -0.382 billion yuan, down 60%-70% year on year. In the first half of the year, affected by factors such as the tight supply of global GPUs and related special chips, the company's operating income declined. According to preliminary calculations, operating income in the first half of the year is expected to drop by about 30% year-on-year.

ultrasonic electronics: net profit in the first half of the year is expected to drop 60.35-69.49 year on year

ultrasonic electronics (000823) released its performance forecast on the evening of July 11, with a net profit of 53.4 million -69.4 million yuan in the first half of the year, down 60.35-69.49 percent from the same period last year. During the reporting period, market demand was weak, orders were insufficient, and the holding subsidiary Shantou Ultrasonic Printed Board (Third Factory) Co., Ltd. suffered losses during trial production and initial production, so the net profit realized fell sharply year-on-year.

zhongying electronics: net profit in the first half of the year decreased by 64.76-68.67% year on year

zhongying electronics (300327) released its performance forecast on the evening of July 11, with an estimated semi-annual net profit of 80 million -90 million yuan in 2023, down 64.76 to 68.67 percent year on year. Compared with the same period last year, the decline in sales and gross margin led to a larger year-on-year decline in earnings. Sales in the second quarter increased slightly from the previous quarter, and net profit from deductions increased significantly from the first quarter.

starfish shares: net profit in the first half of the year decreased by 69.2-72.22% year on year

Starfish shares (603115) announced on the evening of July 11 that the company expects its net profit for the first half of 2023 to decrease by 91.5 million yuan to 95.5 million yuan compared with the same period last year, a year-on-year decrease of 69.2 to 72.22. In the first half of the year, the consumer electronics market demand continued to be weak, and there was no recovery trend; in order to grab orders, the company lowered product sales prices in the first half of the year; power market transactions led to a significant increase in the company's electricity consumption costs in the first half of the year.

San an photoelectric: net profit in the first half of the year dropped 75%-85% year on year

San 'an Optoelectronics (600703) released its performance forecast on the evening of July 11. It is estimated that the net profit in the first half of the year will be 0.14 billion -0.233 billion yuan, a year-on-year decrease of 75% to 85%. During the reporting period, the operating income of LED epitaxial chips decreased by about 15.24 percent year-on-year due to the decline in product prices, the adjustment of product structure did not meet expectations, and the operating cost increased by about 7.5 percent due to insufficient equipment utilization rate, resulting in a decrease in gross profit of about 0.62 billion yuan. Out of the principle of prudence, it is expected that the company's inventory price reduction preparation increased by about 0.18 billion yuan year-on-year, mainly due to the increase in the traditional LED chip inventory price reduction preparation.

jinrui mining: net profit in the first half of the year decreased by about 88.53 year on year

Jinrui Mining (600714) announced on the evening of July 11 that the company expects to achieve a net profit of 6.2004 million yuan in the first half of 2023, a decrease of 47.8713 million yuan and about 88.53 percent compared with the same period last year. In the first half of the year, the market prices of the company's main business products such as strontium carbonate and metal strontium fell year-on-year, resulting in a sharp decline in operating income and operating performance.

Tibet mining industry: net profit in the first half of the year decreased by 93.69-95.79% year on year

Tibet Mining (000762) released a performance forecast on the evening of July 11, with a net profit of 20 million -30 million yuan in the first half of the year, down 93.69-95.79 per cent from the same period last year. In the same period last year, the company's net profit was 0.475 billion yuan. In the first half of this year, the sales volume and price of lithium concentrate, the company's main product, dropped sharply compared with the same period last year.

Nanning department store: net profit in the first half of the year is expected to lose 10 million yuan to 11 million yuan

Nanning Department Store (600712) announced on the evening of July 11 that the company's semi-annual net profit loss in 2023 is expected to be 10 million yuan to 11 million yuan, and the company's net profit loss in the same period last year is 14.0749 million yuan. In the first half of the year, due to the change of consumer consumption habits, the decline of consumption power, the change of consumption structure and other factors, the passenger flow of physical stores recovered slowly, the unit price of customers decreased, the company's operating income growth was not obvious, and the profit situation was not good.

Yingfang Wei: net profit in the first half of the year was pre-loss of 24 million yuan -32 million yuan

Yingfangwei (000670) announced on the evening of July 11 that it expected a net profit loss of 24 million -32 million yuan in the first half of the year, compared with a profit of 5.74 million yuan in the same period last year. During the reporting period, the company's holding subsidiaries Shenzhen Huaxin Technology Co., Ltd. and WORLD STYLE TECHNOLOGY HOLDINGS LIMITED were affected by the industry and the market, and the decline in sales prices led to a decline in overall gross profit margin.

fragrant: the pre-loss in the first half of the year was about 44 million yuan less than the same period last year

Xiangpiao (603711) released a performance forecast on the evening of July 11. It is expected that the net profit in the first half of the year will be a loss of about 44 million yuan, which will reduce the loss by about 85.2249 million yuan compared with the same period last year. During the reporting period, the Company's brewing business was steadily repaired, the personnel expansion and marketing strategy of the ready-to-drink business were effectively implemented, and the terminal sales of ready-to-drink-related new products were in good condition.

fuxiang pharmaceutical: net profit in the first half of the year was pre-loss of 50.66 million yuan -68.54 million yuan

fuxiang pharmaceutical (300497) released its performance forecast on the evening of July 11, with an estimated semi-annual net profit loss of 50.66 million -68.54 million yuan in 2023. During the reporting period, the selling price of some of the company's products decreased, and the cost of some of the products in stock was higher; in addition, the production capacity of the company's lithium battery electrolyte additive VC and other projects gradually expanded, the cost of input increased accordingly, and the comprehensive factors reduced the profit.

dongfang zhongke: net profit in the first half of the year was pre-loss of 55 million yuan -70 million yuan

Dongfang Zhongke (002819) issued a performance forecast on the evening of July 11. It is estimated that the semi-annual net profit loss in 2023 will be 55 million -70 million yuan. In the same period last year, the company lost 2.538 million yuan. The reason for the loss in the first half of 2023 was mainly due to the seasonal nature of the company's digital security and secrecy sector, with revenue mainly concentrated in the fourth quarter; and the decline in revenue from the digital security and secrecy sector compared to the first half of last year,The company's digital security and confidentiality sector research and development and management costs increased.

Xincheng Holdings: contracted sales in the first half of the year decreased by 34.93 year on year

Xincheng Holdings (601155) announced on the evening of July 11 that the company realized contract sales of about 6.701 billion yuan in June, down 52.11 percent from the same period last year. The contract sales area is about 943500 square meters, down 28.59 percent from the same period last year. From January to June, the cumulative contract sales amount was about 42.4 billion yuan, down 34.93 percent from the same period last year, and the cumulative contract sales area was about 5.1665 million square meters, down 21.39 percent from the same period last year.

Changjiang Power: 2Q power generation down 38.33% YoY

Changjiang Electric Power (600900) announced on the evening of July 11 that due to the obvious decline of the incoming water from the Yangtze River and the significantly lower operating water level, in the second quarter of 2023, the total power generation of the company's domestic cascade power stations was about 47.616 billion kWh. It was basically the same as the same period the year before last, a decrease of 38.33 from the same period last year.

Hengyuan Coal and Electricity: In the first half of the year, the main sales revenue of coal decreased by 3.27 year on year

Hengyuan Coal and Electricity (600971) announced on the evening of July 11 that in the first half of the year, the company sold 3.7921 million tons of commercial coal, an increase of 4.17 percent over the same period last year, while the main sales revenue of coal was 3.987 billion billion yuan, down 3.27 percent from the same period last year.

[increase or decrease]

Wanda Films: Controlling Shareholder Proposed Agreement to Transfer 8.26% of Company Shares

Wanda Films (002739) announced on the evening of July 11 that the controlling shareholder Beijing Wanda Investment Co., Ltd. intends to transfer 0.18 billion shares of the company (accounting for 8.26 of the company's total share capital) to Lu Lili; this transfer will not lead to the company's controlling shareholder, The actual controller has changed.

Zhongnan Construction: the risk of further 5% reduction in shares held by controlling shareholders

Zhongnan Construction (000961) announced on the evening of July 11 that the controlling shareholder Zhongnan City Investment holds 1.686 billion shares of the company (including shares lent to participate in the refinancing business), accounting for 44.06 of the total number of shares of the company. There is a risk of a further 5% reduction in the company's shares held by Zhongnan City Investment due to business disputes such as stock pledges. At present, Zhongnan City Investment is actively communicating with relevant financial institutions to resolve disputes and reduce the adverse impact of the reduction. The reduction will not have an impact on the Company's governance structure and continuing operations and will not result in a change in control of the Company.

hkust xunfei: hkust holdings recently reduced its stake in the company by 0.36

hkust xunfei (002230) announced on the evening of July 11 that hkust holdings, the company's actual controller acting in concert, reduced its shares by 0.36 from April 25 to June 20 in the price range of 60 yuan -81 yuan. The proportion of actual dominant voting rights held by the actual controller of the company changed from 17.33 on March 20 to 16.04 on July 10, a change of more than 1%.

tuoxin pharmaceutical: some directors, supervisors and senior executives plan to reduce their shares by no more than 0.81

tuoxin pharmaceutical (301089) announced on the evening of July 11 that qu guirong, director of the company, planned to reduce his stake in the company by no more than 0.53. Dong Chunhong, supervisor of the company, plans to reduce his stake in the company by no more than 0.28.

huasu shares: jianxin finance plans to reduce its stake by no more than 1%

Huasu Co., Ltd. (600935) announced on the evening of July 11 that CCB Financial Assets Investment Co., Ltd. (hereinafter referred to as "CCB Finance"), a 7.99 shareholder of the company, plans to reduce its shares by no more than 35.074 million shares (accounting for 1% of the total share capital of the company) through centralized bidding.

unnamed medicine: shareholders Gao baolin and others plan to reduce their shares by no more than 6%

unnamed medicine (002581) announced on the evening of July 11 that Gao Baolin, a shareholder holding 11.31 of the company's total shares, and Wang Mingxian, a concerted action person, intend to reduce their shares by no more than 6%, that is, no more than 39.5841 million shares.

Flexanthate: shareholder Donghui plans to reduce its stake in the company by no more than 3%

Flexanthate (605566) announced on the evening of July 11 that shareholder Donghui plans to reduce its total holdings by no more than 4.0002 million shares, that is, no more than 3% of the company's total share capital, through centralized bidding and block trading.

lai shen tong ling: shareholder Shen dongjun plans to reduce the company's shares by no more than 2%

Leshen Tongling (603900) announced on the evening of July 11 that Shen Dongjun, a 11.44 per cent shareholder of the company, plans to reduce his shareholding in the company by no more than 6.8865 million shares, or no more than 2 per cent of the company's total share capital, through centralized bidding.

mygym: shareholders Yu modeling and others plan to reduce their shares of the company by no more than 3%

mygym (002621) announced on the evening of July 11 that Yu modeling, a shareholder with a total shareholding of 13.36, and Zhang yuan, a concerted action person, intend to reduce their shares in the company by no more than 3%.

[the winning contract]

huahuan energy: signed a sales contract for about 0.269 billion yuan equipment

huaguang ring energy (600475) announced on the evening of July 11 that the company recently signed the "purchase contract for waste heat boiler and its ancillary equipment for 1600MW combined cycle power station project in syr river phase ii, Uzbekistan" with the buyer Harbin electric international engineering co., ltd. the total contract price is about 0.269 billion yuan.

hongrun construction: winning the bid for a major project of 0.412 billion yuan

hongrun construction (002062) announced on the evening of July 11 that the company won the bid for the civil engineering section 19 of Chongming line project on Shanghai rail transit city line, with the bid price of 0.412 billion yuan, accounting for 4.73 of the company's operating income in 2022.

wind language building: jointly winning the bid for the exhibition project of the yellow river hanging river culture exhibition garden

fengyuzhu (603466) announced on the evening of July 11 that the consortium formed by the company and China construction seventh bureau architectural decoration engineering co., ltd. recently participated in the bid for the "exhibition project of the yellow river hanging river cultural exhibition park" and was recently announced as the winning bidder for the project. The investment estimate for the exhibition project of the Yellow River Hanging River Cultural Exhibition Park is about 0.24 billion yuan.

jiejiaweichuang: signed a 4.039 billion yuan contract with jingao solar energy in the past year

jiejiaweichuang (300724) announced on the evening of July 11 that from July 10, 2022 to July 10, 2023, the company and its subsidiaries and jingao solar energy signed a daily operation contract for 12 consecutive months, with a cumulative amount of 4.039 billion yuan (including tax), accounting for 72.86 of the company's main business income in 2022.

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Trinity Solar: plans to invest 4.3 billion to build 13GW single crystal rod and supporting projects

Trinity Solar (688599) announced on the evening of July 11 that the company signed a project investment agreement with the Shifang Municipal Government, and plans to build an annual output of 13GW single crystal rod and supporting project production base in Shifang Economic Development Zone, Sichuan. The total investment of the project is about 5.3 billion yuan, of which Trine Solar contributes about 4.3 billion yuan.

Fulai new materials: 0.15 billion yuan to invest in the second phase of new materials

fulai new materials (605488) announced on the evening of July 11 that the company plans to invest in the construction of a new material (phase ii) project through Yantai branch of Zhejiang fulai new materials co., ltd. the main products of the project are PVC film, new energy body sticker and environmentally friendly waterproof adhesive PP, with a total investment of 0.15 billion yuan. The project implementation cycle is 2 years.

Tianlong shares: plans to build Thailand production base not exceeding 0.12 billion yuan

Tianlong shares (603266) announced on the evening of July 11 that the company intends to invest in a new production base in Thailand. The planned investment amount of the project will not exceed 0.12 billion yuan, including but not limited to the purchase of land, purchase and construction of fixed assets and other related matters.

Huitian new material: the solar battery back film project of the holding subsidiary was completed and put into production

huitian new material (300041) announced on the evening of July 11 that recently, the company's holding subsidiary Changzhou huitian's annual output of 36 million square meters of solar cell back film project has completed equipment installation, commissioning and trial production. the core indexes of finished product testing meet the requirements of product standards and mass production has been realized, which has been successfully completed and put into production. After the new production line is completed and put into operation, the annual production capacity of Changzhou Huitian solar cell back film will reach 116 million square meters, which can provide solar cell back film support for about 25GW solar cell modules.

Gansu energy: grid-connected power generation of 300MW photovoltaic power generation project in Yongchang river Qingtan

Gansu Energy (000791) announced on the evening of July 11 that the company received a report from a wholly-owned subsidiary that the Yongchang River Qingtan project was connected to the grid on July 11. The project is located in Heqingtan, Hexibao Town, Yongchang County, Jinchang City, Gansu Province, with a total installed capacity of 300MW, accounting for 10.57 of the company's installed capacity of power generation rights and interests by the end of 2022.

Delmar: subsidiary signs category license agreement with Philips

Delmar (301332) announced on the evening of July 11 that Shanghai Water Shield, a wholly-owned subsidiary of the company, and related parties (Foshan Feiyu Electric Appliance Technology Co., Ltd., Zhuhai Yuchi Venture Capital Partnership, Cai Tieqiang) recently signed a supplementary agreement on Philips trademark license for health sports products with Royal Philips Co., Ltd. (hereinafter referred to as "Philips"), philips agreed to grant Shanghai Water Shield the use of PHILIPS trademarks in Greater China to carry out the business of fitness equipment related products.

Lisheng Sports: Signed Strategic Cooperation Framework Agreement with CCTV Yicheng

Lisheng Sports (002858) announced on the evening of July 11 that the company and Beijing Yicheng World Technology Co., Ltd. (referred to as "CCTV Yicheng") signed the "Strategic Cooperation Framework Agreement", and the two sides decided to carry out comprehensive cooperation in national sports fitness, sports banking, digital VR live broadcast, etc.

huifeng shares: subsidiary and baowu qingneng signed a framework agreement on cooperation in the field of ammonia and hydrogen energy

Huifeng shares (002496) announced on the evening of July 11 that the company's wholly-owned subsidiaries Huifeng Petrochemical and Baowu Clean Energy Co., Ltd.(referred to as "Baowu Qingneng") signed the framework agreement on cooperation in the field of ammonia and hydrogen energy. The two sides regard each other as important partners and key support objects for business development, and carry out cooperation on related projects in the field of ammonia and hydrogen energy.

Baiji Shenzhou: Signed Termination Agreement with Novartis on the Osellizumab Business

Baiji Shenzhou (688235) disclosed the latest development of osperlizumab business on the evening of July 11: on July 10, Baiji Shenzhou Switzerland, a wholly-owned indirect subsidiary of the company, and Novartis Pharmaceutical Group (hereinafter referred to as "Novartis") signed a termination agreement. After the termination agreement takes effect, Novartis will no longer have the option (by exercising the option to obtain an exclusive license to develop, manufacture and commercialize the company's TIGIT inhibitor, osperimumab, in certain countries and regions), and Baiji Shenzhou Switzerland will regain all global rights to develop, manufacture and commercialize osperimumab. The termination of the agreement will not affect the cash down payment of US $0.3 billion that Baiji Shenzhou Switzerland has received from Novartis in the previous period, nor will it have a material adverse effect on the company's financial position.

Dongxu Lantian: wholly-owned subsidiary obtains 207MW wind power project development index

dongxu blue sky (000040) announced on the evening of July 11 that five wind power projects declared by Huaihua xulan new energy co., ltd., a wholly-owned subsidiary, were successfully included in the list of the fourth batch of wind power project development investors in Huaihua city, with a total construction scale of 207MW.