Focus on

1, Zhongbei Communication (603220): winning the bid, China mobile inner Mongolia 2024 annual supplementary bidding project 1.63 billion yuan

Zhongbei Communications announced that the company participated in the "China Mobile Inner Mongolia Co., Ltd. 2024 Communications Engineering Construction Services Centralized Procurement (Equipment Installation) Supplementary Bidding Project" bid. China Mobile Procurement and Bidding Network recently issued a public announcement of the successful candidates for related projects. The company estimates that the total amount of the winning bid is about 0.163 billion yuan.

Earnings Express

1. (603369): expected 2023 annual total operating income growth 27.41%

Jinshiyuan announcement, the company's preliminary accounting, in 2023, the company is expected to achieve total operating income of about 10.05 billion yuan, an increase of about 27.41.

Business Dynamics

1. Company No. 9 (689009): it is proposed to 3.52 billion yuan to transfer the equity of 40%

company announced on the 9th that it intends to transfer 30% of the equity held by the company's shareholding company Surron Limited (hereinafter referred to as "Qiu Long Cayman") to Guan Yan fund for a consideration of 0.264 billion yuan. Transfer 5.82% of Qiu Long Cayman's equity held by the company to VPlus Holdings Limited for a consideration of 51.183 million yuan; Transfer 4.18% of Qiu Long Cayman's equity held by the company to Levin StarCapital Limited, the transfer consideration is $36.817 million. This equity transfer transaction is expected to increase the company's net profit for 2023 by about 0.1 billion yuan.

2, Zhongyuan Home (603709): Proposed 2800 $10,000 to build Vietnam (Phase II) production base project

Zhongyuan Home announced that it will invest in the construction of a production base in Vietnam (Phase II), with an estimated total investment of US $28 million.

3, Haohua Technology (600378): proposed 11.46 billion yuan to set up project company to build southwest electronic special gas project

haohua science and technology announcement, a wholly-owned subsidiary haohua gas co., ltd. set up a project company to build a southwest electronic special gas project with a total investment of 1.146 billion yuan.

4. (600512): winning bid 7.35 billion yuan construction project

Tengda Construction announced that the company was identified as the winning bidder for the project of "Civil Construction SG4-3-1 Section of Hangzhou Urban Rail Transit Line 4 Phase III Project. The bid price is 0.735 billion yuan.

5, energy saving man of iron (300197): subsidiary consortium wins bid 76.8 billion yuan project

energy-saving man of iron announced that the consortium bidding for the first bureau of China construction and the company's wholly-owned subsidiary, man of iron construction, won the general contract for the relocation construction project of Guohai plaza and Manchuria graveyard block, with the bid price of 7.678 billion yuan. Tiehan Construction won the project is expected to mainly have a positive impact on the company's operating results in the next three years. China Construction First Bureau and Tiehan Construction each bear the amount of work within the bidding scope of the project and the construction and installation costs of the project are still under further negotiation.

6, China medium-sized car (601766): subsidiary company plans to set up huayu hi-tech traffic control (Wuhu) industrial chain fund

CRRC announced that CRRC Capital Management Co., Ltd., a wholly-owned subsidiary of the company, jointly with CRRC Guochuang (Beijing) Private Equity Fund Management Co., Ltd., Guodiao Phase II Collaborative Development Fund Co., Ltd., Anhui New Infrastructure Construction Fund Co., Ltd., and Anhui Sanyi Yichuang Industry Development Phase II Fund Co., Ltd. jointly established a Huayu High-tech Transportation Control (Wuhu) Industrial Chain Investment Fund Partnership (Limited Partnership). The total subscribed capital contribution of the fund is 3.031 billion yuan, and the company's wholly-owned subsidiary, China Car Capital, as a limited partner of the fund, subscribed capital contribution of 0.9 billion yuan.

7. Lizhong Group (300428): Received a fixed-point notification letter for a high-end intelligent electric vehicle part

Lizhong Group announced that it had received a fixed-point notification letter for parts of a high-end intelligent electric vehicle. Lizhong Wheel was identified as the fixed-point unit of the project. The project is expected to start mass production in the first half of 2025, with a life cycle of five years and an estimated sales amount of about 0.84 billion yuan during the project cycle.

8. Huadian Energy (600726): jinxing company plans to purchase capacity replacement index 400 10,000 tons of capacity replacement cost does not exceed 5.8 billion yuan

huadian energy announced that Jinxing company plans to purchase 4 million tons of capacity replacement index through the property rights trading center, with the capacity replacement cost not exceeding 0.58 billion yuan.

9, Longyuan Construction (600491): The amount of construction materials to be purchased from related parties shall not exceed 5 billion

Longyuan Construction announced that according to the company's production and operation needs, the company plans to sign a building materials purchase and sale contract with Hangzhou Communications Investment Group Co., Ltd. (hereinafter referred to as "Hangzhou Communications Investment Group"), a subsidiary of Hangzhou Communications Investment Group Co., Ltd. (hereinafter referred to as "Hangzhou Communications Investment Group"), to purchase building materials from Hangzhou Communications Investment Equipment Company, with a cumulative transaction amount not exceeding 0.5 billion yuan.

Personnel changes

1. China Railway Construction (601186): Chairman Wang Jianping resigned due to age

China Railway Construction announced that Wang Jianping applied to the company's board of directors to resign from the positions of chairman, executive director and chairman of the nomination committee of the board of directors due to his age. After his resignation, Wang Jianping no longer holds any position in the company.

2. (600248): Company Director and General Manager Mo Yong Resigns

Shaanxi Construction shares announcement, the company's board of directors received a written resignation report submitted by the director and general manager Mo Yong. Due to job transfer, Mo Yong applied to resign from the company's eighth board of directors, general manager and special committee of the board of directors. After his resignation, Mo Yong will no longer hold any position in the company.

Increase and decrease holdings, repurchase

1. Jiuqi Software (002279): the actual controller proposed to buy back shares at 5000 ten thousand yuan -1 billion yuan

Jiuqi software announced that Zhao fujun, the actual controller and chairman of the company, proposed that the company buy back the company's shares through centralized bidding. the total amount of funds to be bought back is 50 million -0.1 billion yuan, which will be used for employee stock ownership plan or equity incentive plan.

2, Sanqi Mutual Entertainment (002555): the actual controller 12 month 28 daily increase of company shares 111.53 10,000 shares

Sanqi Mutual Entertainment announced that the actual controller increased its holdings of 1.1153 million shares of the company on December 28, accounting for 0.05 of the company's total share capital.

3, HSBC Holdings (00005): about 587 10,000 shares

HSBC Holdings announced that on December 27, it bought back about 3.3665 million shares at about 21.33 million pounds on the British London Stock Exchange and other exchanges, and on the same day, it bought back 2.5 million shares at about 0.15624 billion Hong Kong dollars on the Hong Kong Stock Exchange.

4, (603130): the company's employee stock ownership platform intends to reduce its holdings by no more than 3% company shares

Yunzhongma announced that Lishui Yunzhongma Investment Management Partnership (Limited Partnership) (hereinafter referred to as "Yunzhongma Partnership"), a 13.25-strong shareholder, plans to reduce its holdings of no more than 4.2 million shares of the company through centralized bidding and block trading, and the reduction ratio shall not exceed 3% of the total share capital of the company. Yunzhongma Partnership is the company's employee shareholding platform, the company's directors and supervisors hold shares in the above platform, but promised not to participate in this reduction plan.

5. Perfect World (002624)

Perfect World announced that it plans to buy back shares at 0.1 billion -0.2 billion yuan at a price not exceeding 19 yuan per share.

6. JuneYao Health (605388): dong mi plans to 50 ten thousand yuan -100 ten thousand yuan to increase the company's shares

Junyao Health Announcement, Secretary of the Board of Directors Guo Qin intends to increase the company's shares through centralized bidding through the Shanghai Stock Exchange trading system from January 1, 2024 to June 30, 2024. The total amount of the proposed increase is not less than 500000 yuan and not more than 1 million yuan.

7, Tencent Holdings (00700): Invested 10 HK $100 million to buy back 345 10,000 shares

Tencent Holdings bought back 3.45 million shares for HK $1 billion on December 28.

8, (603681): proposed to repurchase shares at 4000-8000

Yongguan New Material announced that it plans to buy back shares at 40 million -80 million yuan at a price not exceeding RMB 22 yuan per share.

9, (002567): shares to be repurchased at 1000-2000

Tang Renshen announced that it plans to repurchase shares at 10 million yuan to 20 million yuan, and the repurchase price will not exceed 10 yuan per share.

10, Wuxi Bank (600908): Great Wall Life intends to increase its stake in the company within six months

Bank of Wuxi announced that the company received the "Approval of the Wuxi Supervision Branch of the State Administration of Financial Supervision and Administration on the Shareholder Qualification of Great Wall Life Insurance Co., Ltd.", approved the shareholder qualification of Great Wall Life Insurance Co., Ltd., and agreed that Great Wall Life Insurance Co., Ltd. Increase holdings of the company's shares within six months from the date of approval.

11, (002745): Jinan Huisheng plans to reduce its holdings by no more than 742.08 10,000 shares

Mullinsen announced that Jinan Huisheng Investment Partnership (Limited Partnership) (hereinafter referred to as "Jinan Huisheng"), a shareholder holding 5% of the company's shares, plans to reduce the company's shares by no more than 7.4208 million shares (accounting for 0.50 of the company's total share capital within three months after 15 trading days from the date of disclosure of the reduction plan, if there are changes in shares during the reduction period, such as repurchase, gift of shares, capitalization of capital reserve, etc., the number of shares to be reduced will be adjusted accordingly).