[Hot spot]

Borui Pharmaceuticals: subsidiary polypeptide hypoglycemic drug BGM0504 injection is still in the research and development stage

Borui Pharmaceutical (688166) issued an announcement on the evening of September 27 on abnormal stock trading fluctuations. The polypeptide hypoglycemic drug BGM0504 injection independently developed by the company's holding subsidiary Borui Xinchuang Biomedical Technology (Wuxi) Co., Ltd. is still In the research and development stage, as of the disclosure date of this announcement, the two indications of weight loss and type 2 diabetes treatment have only obtained ethical approval for phase II clinical trials, among them, the Phase II clinical treatment of type 2 diabetes has begun to enter the group. The drug has a long research and development cycle, a large investment in research and development, and the enrollment of various clinical studies and the implementation of the research program are affected by a variety of uncertain factors, and there is a risk that the results of the clinical study may not be as expected or even fail. In particular, the company reminds investors to make rational decisions and pay attention to investment risks.

three-link board dern precision: in the first half of the year, the total revenue of CNC machine tools, industrial robots and industrial internet platforms accounted for less than 10% of the total operating revenue

sanlian board dern seiko (300780) issued a stock change announcement on the evening of September 27. the company is concerned about the hot concepts "new industrialization, industrial mother machine, industrial robot and industrial internet" involved in some media and stock bars and other platforms in the company's business sector. in the first half of 2023, the company's total revenue of numerical control machine tools, industrial robots and industrial internet platforms accounted for less than 10% of the total operating revenue, accounting for a relatively small, it's in its infancy. The main business of the Company and its subsidiaries has not changed.

my music home: shareholders received Jiangsu securities regulatory bureau "administrative penalty decision"

I Le Home (603326) announced on the evening of September 27 that shareholder Yu Fan Yi and his concerted parties received the "Administrative Penalty Decision" from Jiangsu Securities Regulatory Bureau for suspected over-proportional reduction. Fan Yi, Yantai Evey Trading Co., Ltd., Tibet Evey Venture Capital Co., Ltd. and Yantai Evey Management Co., Ltd. were ordered to make corrections, given a warning, confiscated 16.53 million yuan of illegal income and imposed a fine of 32.95 million yuan.

Datang Telecom: planning a major asset restructuring to buy 71.79 percent of Datang Microelectronics and sell assets

Datang Telecom (600198) announced on the evening of September 27 that the company is planning to purchase 71.79 per cent of Datang Microelectronics held by its holding subsidiary Datang Semiconductor, and at the same time transfer 100 per cent of Lianxin Technology, 56.38 per cent of Datang Semiconductor, 80.00 per cent of Chengdu Information, 30.82 per cent of Jiangsu Security, 20.00 per cent of Datang Energy Saving and 14.37 per cent of Datang Smart Card to Datang Development. According to preliminary estimates, this transaction constitutes a major asset restructuring. If the transaction is successfully implemented, it will help the company focus on the two main businesses of "security chips and special communications", improve the company's operating performance and enhance the company's sustainable profitability.

[Performance]

Zhejiang rongtai: revenue is expected to grow by about 23%-27% in the first three quarters compared with the same period last year

Zhejiang Rongtai (603119) announced on the evening of September 27 that after preliminary accounting by the financial department, operating income is expected to be about 0.57 billion -0.6 billion yuan in the first three quarters, up about 23%-27% year-on-year, of which, operating income is expected to be about 0.23 billion -0.25 billion yuan in the third quarter of 2023, up about 20%-30% year-on-year. In addition, based on the steady growth of the company's operating income and the effective implementation of various measures to reduce costs and increase efficiency, the company expects that the net profit in the third quarter and the first three quarters will increase.

data port: January-August combined revenue 0.989 billion yuan up 2.21 year-on-year

data port (603881) announced on the evening of September 27 that from January to August, the company's consolidated operating income was 0.989 billion billion yuan, up 2.21 percent from the same period last year.

helen zhe: net profit in the first three quarters increased by 101.04-110.36 year on year

Helen Zhe (300201) released the performance forecast for the first three quarters of 2023 on the evening of September 27. The net profit for the first three quarters of 2023 is expected to be about 0.13 billion -0.136 billion yuan, up 101.04-110.36 year on year. The company's main products high-altitude operating vehicles and other industries this year to maintain a strong business climate.

Double-ring transmission: net profit in the first three quarters increased by 41.29-46.18 year on year

Shuanghuan Transmission (002472) released its performance forecast on the evening of September 27. It is expected to achieve a net profit of about 0.579 billion -0.599 billion yuan in the first three quarters of 2023, up 41.29-46.18 year on year. In the third quarter of 2023, net profit is expected to be about 0.21 billion -0.23 billion yuan, up 32.43-45.04 percent year-on-year. During the reporting period, the company continued to gain high recognition from the leading customers in the downstream market for its high-quality product performance, and showed good growth in the business of heavy truck automatic transmission gears and passenger car gears.

100g biology: net profit is expected to increase by 35.99-72.88% year on year in the third quarter

Baike Biology (688276) released its performance forecast on the evening of September 27. It is expected to achieve a net profit of 0.188 billion yuan to 0.239 billion yuan in the third quarter, up 35.99 to 72.88 percent year-on-year and 102.15 to 156.98 percent month-on-month. During the reporting period, the company actively promoted the access and sales of live attenuated herpes zoster vaccine. 30 provinces have completed the access work, and sales and vaccination have been realized one after another.

[increase or decrease]

Tianci Material: The controlling shareholder of the company promises not to reduce its shareholding in the company within 6 months

Tianci Materials (002709) announced on the evening of September 27 that based on confidence in the company's future development prospects and recognition of long-term investment value, Xu Jinfu, the controlling shareholder who holds 36.27 of the shares, voluntarily promised not to reduce his holdings of the company's shares within 6 months from the date of the announcement.

Zhenhua Technology: The controlling shareholder and the chairman of the company voluntarily promised not to reduce the company's shares

Zhenhua Technology (000733) announced on the evening of September 27 that the controlling shareholder China Zhenhua Electronics Group Co., Ltd. promised not to reduce its holdings of the company's shares in any way within 18 months; the company's chairman Chen Gang decided to terminate early For its reduction plan, the number of shares that have not been implemented will be automatically terminated, and it promises not to reduce its holdings of the company's shares in any way within 12 months.

[Repo]

three gorges water conservancy: proposed 0.1 billion yuan -0.2 billion yuan share buyback

Three Gorges Water Conservancy (600116) announced on the evening of September 27 that the company intends to repurchase shares for 0.1 billion -0.2 billion yuan for future employee stock ownership plans or equity incentives. The repurchase price does not exceed $10 per share. It was announced on the same day that the controlling shareholder Changjiang Electric Power plans to increase its holdings of the company's shares in the next 12 months through the methods permitted by the Shanghai Stock Exchange (including but not limited to centralized bidding transactions, block transactions, etc.), with an increase of no less than 0.05 billion yuan and no more than 0.1 billion yuan.

hanchuan intelligence: the actual controller and chairman proposed 50 million yuan -0.1 billion yuan to buy back shares

Hanchuan Intelligence (688022) announced on the evening of September 27 that Cai Changwei, the actual controller, chairman and general manager of the company, proposed to buy back the company's shares by means of centralized bidding for employee stock ownership plan or equity incentive. The total amount of repurchase funds is 50 million -0.1 billion yuan.

nuclear titanium dioxide: proposed 0.5 billion -1 billion yuan repurchase of company shares

China Nuclear Titanium Dioxide (002145) announced on the evening of September 27 that it intends to use its own funds to repurchase the company's issued RMB ordinary shares (A shares) through centralized bidding transactions for employee stock ownership plans or Equity incentives, conversion of corporate bonds issued by the company that can be converted into stocks. The total amount of repurchase funds shall not exceed 1 billion yuan, not less than 0.5 billion yuan, and the repurchase price shall not exceed 7.8 yuan/share.

[Contract winning]

xusheng group: the total sales amount in the life cycle of obtaining the letter of intent for customer projects is about 3.6 billion yuan

xusheng group (603305) announced on the evening of September 27 that the company recently received a series of "letter of intent for designated suppliers" from customers of a domestic automobile group, selecting the company as its supplier of parts such as anti-collision beam, threshold beam, battery box, electric drive housing assembly, etc. According to the customer plan, there are a total of 8 designated projects with a life cycle of 4-6 years, with a total annual sales amount of about 0.7 billion yuan and a total life cycle sales amount of about 3.6 billion yuan.

quanfeng automobile: from January to August, the total sales amount of 35 fixed life cycles of customer projects is about 4.761 billion yuan

quanfeng automobile (603982) announced on the evening of September 27 that the company has obtained a total of 35 designated customer projects from January to August. the project life cycle is expected to be 3-7 years, and the total sales amount in the life cycle is estimated to be about 4.761 billion yuan. the designated customers include domestic well-known new energy automobile manufacturers, communication technology companies, power battery manufacturers and world-renowned tier1 customers such as Schaeffler and Bosch, the products cover the three electric housings of new energy vehicles, automatic transmission oil circuit boards, motor shafts, etc.

China Trade Logistics: Signed Freight Forwarding Logistics Service Contract with Anta Sports

China Trade Logistics (603128) announced on the evening of September 27 that the company and Anta Sports Goods Group Co., Ltd. (hereinafter referred to as "Anta Sports") signed a "Freight Forwarding Logistics Service Contract" with an estimated contract amount of about 60 million yuan.

China Construction: Major Projects with Total 18.77 billion Yuan

China construction (601668) announced on the evening of September 27 that the company had recently received a total of 18.77 billion yuan for major projects.

Zhongzhi shares: subsidiary signed a contract for the purchase and sale of 22 helicopters

zhongzhi shares (600038) announced on the evening of September 27 that the company's wholly-owned subsidiary aviation industry tianzhi and Henan aviation investment group signed the "AC series civil helicopter purchase and sale contract", with a total of 22 helicopters, including 5 AC312E basic helicopters, 2 AC352 basic helicopters and 15 AC series helicopters.

gan consulting: bid for survey and design project in pre-feasibility study stage of jishishan pumped storage power station project

gan consulting (000779) On the evening of September 27, it was announced that the wholly-owned subsidiary Gansu Water Conservancy and Hydropower Survey, Design and Research Institute Co., Ltd. and Guangdong Water Conservancy and Hydropower Survey, Design and Research Institute Co., Ltd. won the bid for the "Survey and Design of the Pre-feasibility Study Phase of the Jishishan Pumped Storage Power Station Project" And obtained the letter of acceptance. The winning price is 28.38 million yuan.

Jingye Da: won the bid for the equipment purchase project of China Conservatory of Music

jingyeda (003005) announced on the evening of September 27 that recently, the company received the "bid-winning notice" for the project "china conservatory of music improves the guarantee conditions for running schools-informatization-purchase of high-quality recording and broadcasting classroom construction equipment for affiliated high schools", confirming the company as the winning bidder for the project with a winning amount of 13.835 million yuan.

China Resources Materials: Proposed to sign a sales contract with Jiangyin Hanbang

China Resources Materials (301090) announced on the evening of September 27 that recently, due to business needs, China Resources Chemical International Trade (Shanghai) Co., Ltd., a wholly-owned subsidiary of the company, and Hanbang (Jiangyin) Petrochemical Co., Ltd. (hereinafter referred to as "Jiangyin Hanbang") plan to sign a p-xylene (hereinafter referred to as "PX") sales contract. According to Jiangyin Hanbang's needs, PX purchasing business will be settled at a price of 25 yuan per ton, it is estimated that the income from purchasing on behalf of the company will not exceed 11.75 million yuan. The Company and Jiangyin Hanbang intend to sign a contract for the sale and purchase of purified terephthalic acid (the Company's main raw material, referred to as "PTA") to purchase PTA from Jiangyin Hanbang, which is expected to incur a PTA purchase cost of no more than 1.865 billion yuan.

Chinese media: signed a textbook purchase contract of about 2.624 billion yuan with Jiangxi provincial education department

Chinese media (600373) announced on the evening of September 27 that the company recently signed the "Jiangxi Province 2023-2025 Compulsory Education Free Textbook Purchase Contract" with Jiangxi Provincial Education Department. Jiangxi Provincial Education Department purchased free textbooks for national and provincial compulsory education students in the 2023-2025 academic year from the company through single-source procurement, with a total contract amount of about 2.624 billion yuan.

China Shipbuilding: subsidiary Waigaoqiao Shipbuilding signed a shipbuilding contract of about US $1 billion

China Shipbuilding (600150) announced on the evening of September 27 that Waigaoqiao Shipbuilding, a wholly-owned subsidiary of the company, has signed a number of new shipbuilding contracts for methanol-powered dual-fuel 9200 container ships with a well-known European liner company, with a total contract amount of about US $1 billion, accounting for about 12% of the company's audited operating income in 2022.

Baoli Foods: Signed Strategic Cooperation Framework Agreement with Yiran Trade

baoli food (603170) announced on the evening of September 27 that the company recently signed a "strategic cooperation framework agreement" with yi ryan trade, the company will be yi ryan trade as a strategic supplier of modified starch related raw materials.

[Major investment]

Ningbo Energy: The branch intends to invest in the construction of biomass gasification heating project

Ningbo Energy (600982) announced on the evening of September 27 that the company's Chunxiao Branch plans to invest in the construction of a biomass gasification heating project with an investment amount of no more than 76.87 million yuan. The project includes the construction of two 18 t/h biomass gasifiers, integrated bio-gas boilers and supporting facilities, with a construction period of one year.

Yunnan energy investment: wholly-owned subsidiary plans to invest in the construction of bamboo garden photovoltaic project in Malong district of Qujing city

Yunnan energy investment (002053) announced on the evening of September 27 that its wholly-owned subsidiary, malongyun energy investment new energy development co., ltd., plans to invest in the bamboo garden photovoltaic project in malong district of Qujing city, with a construction scale of 50MW and a total investment of about 0.238 billion yuan.

China Shenhua: Proposed Joint Venture with Guodian Power to Establish Indonesian Energy Company

China Shenhua (601088) announced on the evening of September 27 that the company and Guodian Power Development Co., Ltd. invested US $9 million and US $1 million respectively in cash to establish a joint venture of National Energy Group Indonesia Energy Co., Ltd. in the Republic of Indonesia. China Shenhua holds 90% of the shares and Guodian Power holds 10%.

TBEA: the holding company plans to invest 1.083 billion yuan in the 200MW wind storage project of Jianping mountain lake

TEPCO (600089) announced on the evening of September 27 that the company's holding company, Ganzhou District Gante New Energy Co., Ltd., Zhangye City, plans to invest in the construction of a 200MW wind storage project in Pingshan Lake, with a total investment of 1.083 billion yuan.

cedar shares: subsidiary plans to build an integrated base project with an annual output of 100000 tons of lithium-ion battery anode materials in Finland

Shanshan shares (600884) announced on the evening of September 27 that Shanghai Shanshan lithium battery materials technology co., ltd., a subsidiary of the company, plans to set up a project company in Finland and invest in the construction of an integrated base project with an annual output of 100000 tons of lithium-ion battery anode materials, with a total planned investment of no more than 1.28 billion euros.

as far as environmental protection: to invest in Hainan 28MWp household side comprehensive wisdom zero carbon power plant project, etc.

yuanda environmental protection (600292) announced on the evening of September 27 that the company's wholly-owned subsidiary, state power investment group yuanda water co., ltd., plans to invest in Hainan province's 28MWp household-side comprehensive smart zero-carbon power plant project, with a static total investment of 0.11 billion yuan. In addition, the company also announced that the wholly-owned subsidiary Chongqing Yuanda Flue Gas Treatment Franchise Co., Ltd. intends to establish a joint venture with the related party State Power Investment Group Jiangxi Electric Power Co., Ltd. and Huaqing Octave Optoelectronics Group Co., Ltd. to jointly promote the development of the 100MW photovoltaic project in Pujiang. The registered capital of the joint venture company is 0.1 billion yuan, with Jiangxi company holding 51%, franchise company holding 39% and Huaqing octave holding 10%.

[M & A]

cedar shares: plans to acquire LG chemical's SP business and related assets in mainland China, south Korea and Vietnam for 1.407 billion yuan

sugiyama shares (600884) announced on the evening of September 27 that in order to improve the product layout of the company's polarizer business and accelerate the breakthrough from LCD polarizer to LCD + OLED polarizer, the company's subsidiary sugiyama Suzhou and its wholly-owned subsidiary sugiyama Guangzhou plan to acquire LG chemical's SP business and related assets in mainland China, South Korea and Vietnam at an initial transfer price of 1.407 billion yuan. "SP Business" means:(1) special polarizer products for OLED display screens; and (2) LCD polarizer products in the automotive LCD business that can be used on or for products of Apple and/or its affiliates.

CR Shuanghe: plans to acquire 89.681% equity of Tian an pharmaceutical for 0.26 billion yuan

China Resources Shuanghe (600062) announced on the evening of September 27 that in order to further enrich the company's diabetes drug product pipeline, the company intends to acquire a 89.681 percent stake in Tianan Pharmaceutical with its own capital of 0.26 billion yuan.

yunsai zhilian: 20% equity of science and technology network to be transferred by 0.157 billion yuan agreement

Yunsai Zhilian (600602) announced on the evening of September 27 that the company intends to transfer 20% of the shares held by Yidian Group in science and technology network with a 0.157 billion yuan agreement. Upon completion of the transfer, the company will hold a 100 per cent stake in Technology Network. This equity transfer is conducive to the company to further focus on the core main business, do excellent IDC business, in order to further increase the digital base industry investment to lay a good foundation. Science and Technology Network is a data center (IDC) service provider, the main business includes Internet data center, cloud computing services. The company announced on the same day that the company's operating income from January to September is expected to be about 3.7 billion yuan, an increase of about 19% over the same period last year; net profit is about 0.156 billion yuan, an increase of about 2% over the same period last year.

Guoxin Energy: to acquire 100% stake in Huaxin Tonghui

Guoxin Energy (600617) announced on the evening of September 27 that the company plans to acquire a 100 per cent stake in Huaxin Tonghui held by Huaxin Gas Group Co., Ltd., with an estimated value of 90.45 million yuan. Huaxin Tonghui is a wholly-owned subsidiary of Huaxin Gas Group, the controlling shareholder of the Company, and therefore the transfer constitutes a connected transaction.

Jiangsu Guoxin: to acquire 100% equity of Qidong Thermal Power

Jiangsu Guoxin (002608) announced on the evening of September 27 that the company intends to acquire 100 of the shares of Guoxin Qidong Thermal Power Co., Ltd., so as to promote the controlling shareholder Guoxin Group to further implement the relevant contents of the letter of commitment on avoiding horizontal competition.

tiandiyuan: the subsidiary plans to acquire 54% equity of Xi' an jiaxingxing for no more than 1.458 billion yuan

Tiandiyuan (600665) announced on the evening of September 27 that its wholly-owned subsidiary Xi 'an Tiandiyuan Real Estate Development Co., Ltd. intends to make an offer to Xi 'an Tianxia Enterprise Management Consulting Partnership (Limited Partnership) to acquire 54% of Xi 'an Jiaxing Real Estate Development Co., Ltd. (hereinafter referred to as Xi 'an Jiaxing). The purchase price of this transaction is not higher than 1.458 billion yuan. The three parties intend to jointly develop the GX3-25-24 plot of Xi'an High-tech Zone (high-tech project) under Xi'an Jiaxia Partnership.

Shenyang machine tool: planning to issue shares to purchase shares of asset companies suspended from September 28

Shenyang machine tool (000410) announced on the evening of September 27 that the company is currently planning to purchase 100 percent of the shares held by shenji group in Zoje factory, 100 percent of the shares held by aerospace and 78.45 percent of the shares held by general machine tools in Tianjin tianforging and raise matching funds simultaneously. According to relevant regulations, the company's shares were suspended from trading on September 28 (Thursday), and the suspension time is expected to not exceed 10 trading days. After preliminary calculations, this transaction is expected to constitute a major asset reorganization as stipulated in the "Administrative Measures for the Major Asset Reorganization of Listed Companies", and this transaction is not expected to result in a change in the actual controller of the company.

China Nuclear Power: Holding Subsidiary to Acquire Photovoltaic Assets

China Nuclear Power (601985) announced on the evening of September 27 that Inner Mongolia Company, the company's controlling subsidiary, plans to sign an equity transfer agreement with Yishite to transfer 100 equity of Minqin Guoneng at a price of 0.25 billion yuan, involving 50MW of installed photovoltaic capacity in operation. At the price of 0.301 billion yuan, 100% of Jinchang Guoneng's equity was transferred, involving 50MW of installed photovoltaic capacity in operation.

[Other]

Dingyang Technology: Official Public Release of SDS3000X HD High Resolution Digital Oscilloscope and Other Products

dingyang technology (688112) announced on the evening of September 27. on September 26, the company officially released the SDS3000X HD high resolution digital oscilloscope andThe new SDS1000X HD high-resolution digital oscilloscope uses 12-bit high-resolution ADC in all two series, with a quantization level of up to 4096. In high-resolution mode (ERES), the resolution can be increased to 16-bit.

Sanan Optoelectronics: intends to integrate RF business and optical chip business respectively

San 'an Optoelectronics (600703) announced on the evening of September 27 that in order to concentrate the company's resources, optimize the strategic layout and straighten out the company's business scope and management system, the company has drawn up an integration plan for RF business and optical chip business respectively. The company integrated the RF business engaged in Quanzhou Semiconductor into Quanzhou Semiconductor's wholly-owned subsidiary Quanzhou Integration. At the same time, the company will be engaged in Xiamen integrated optical chip business integrated into the company's wholly-owned sun company Quanzhou Optical Communications. In addition, the company transferred 100 of the equity of San 'an Japan Technology, which is engaged in filter research and development held by Hong Kong Integration, to Quanzhou Integration according to the actual capital contribution of 90 million yen (now Quanzhou Integration is mainly engaged in the research and development, sales and production of filter business); Transfer the 100 equity of Hong Kong Integration held by Xiamen Integration to Hong Kong San 'an Optoelectronics Co., Ltd. according to the actual capital contribution of US $11.4 million.

Greenfield Holdings: The subsidiary solicited and approved the extension of 9 foreign bonds issued by it

Greenland Holdings (600606) announced on the evening of September 27 that recently, Greenland Global Investment Co., Ltd., a wholly-owned subsidiary of the company, has solicited an extension of nine overseas bonds (totaling US $3.16 billion) issued by it, with a proposed extension period of four years. A few days ago, the above-mentioned nine overseas bond extension solicitation matters held a meeting of holders and was approved. The amendment to the terms of the rollover solicitation bonds will take effect on September 29, 2023, upon completion of the related payments, including the consent fee, under the rollover solicitation program.

Zhengzhou Coal Power: Holding Subsidiary Xinzheng Coal Power Resuming Production

Zhengzhou Coal and Electricity (600121) announced on the evening of September 27 that Xinzheng Coal and Electricity, a holding subsidiary, stopped production due to a death accident in a fully mechanized mining face on August 27, 2023. On September 27, Xinzheng Coal and Electricity received the "Approval of Zhengzhou Municipal Bureau of Industry and Information Technology on the Acceptance of Henan Xinzheng Coal and Electricity Co., Ltd. Resuming Work and Resuming Production in Principle and Doing Relevant Work in accordance with Regulations. According to preliminary statistics, as of September 27, Xinzheng Coal and Electricity had stopped production for 32 days due to the accident, and the shutdown cost was about 40 million yuan.

wanhua chemical: starting from October, the listing price of polymeric MDI in China will be lowered by 1500 yuan/ton

wanhua chemical (600309) announced on the evening of September 27 that starting from October 2023, the company's polymeric MDI listing price in China will be 18000 yuan/ton (1500 yuan/ton lower than the September price); The listing price of pure MDI is 24500 yuan/ton (no change compared with September).