[Highlights]

Is the "dawn" of real estate stocks coming? More big moves on the road?

Entering 2024, the main tone of real estate policy to continue to be loose remains unchanged. Under the continuous care of the policy, the recent real estate sector has changed. Some institutions believe that the recent regular meeting of the National People's Congress and other meetings reflect the central government's great emphasis on stabilizing the real estate market, and the follow-up support policy is expected to further increase the code to help the industry stabilize and develop. On the news, on March 25, 2024, Pan Gongsheng, Governor of the People's Bank of China, attended the China Development High-level Forum. Pan Gongsheng pointed out that China's financial system is operating steadily, financial institutions are generally healthy, and risk resilience is strong. There have been some positive signals in the real estate market, and long-term healthy and stable development has a solid foundation. The fluctuation of the real estate market has limited impact on the financial system.

comments: since the beginning of 2024, under the background that local governments have been given full autonomy in regulation and control, first-tier cities and core second-tier cities such as Hangzhou have successively relaxed their purchase restrictions, setting the tone of policy easing in 2024. since March alone, many real estate easing policies have been introduced.

China Securities Regulatory Commission: Stand firm on the people's position and effectively protect the legitimate rights and interests of investors, especially small and medium investors

Deeply understand the political and people-oriented nature of capital market work, consciously implement political standards and political requirements throughout the entire process of supervision, stand firm on the people's position, and effectively protect the legitimate rights and interests of investors, especially small and medium investors. The second is to eradicate the soil and conditions that cause corruption in the capital market, strengthen the high-pressure situation of punishing corruption, insist on using reform methods to reduce power rent-seeking space, reduce discretion, improve the system and mechanism to prevent the spread of corruption, and continue to strengthen the construction of regulatory transparency, Severely punish bribery in the capital market.

the special assessment plan for the new energy vehicle business of central enterprises is about to come out. major special bonus points can be deducted from the operating losses during the strategic investment period

Focus on new energy vehicles and other key industrial areas, combined with the characteristics of the central region endowment, priority pilot to build strategic emerging industrial clusters; separate assessment of the new energy vehicle business of the three automobile central enterprises; encourage and support central enterprises to carry out high-quality investment mergers and acquisitions, professional integration ...... The State Council SASAC has recently been increasing its support for the new energy vehicle business of central enterprises.

Comments: For FAW Group, Dongfeng Group, Changan Automobile three vehicle central enterprises new energy vehicle business special assessment program is expected to accelerate the introduction, major special bonus points can offset the new energy vehicle strategic investment period of operating losses. As the assessment indicators continue to be optimized, the innovation and transformation vitality of automobile central state-owned enterprises will be further stimulated, and the competitiveness and profitability in the industry are expected to be further improved.

tens of billions of private placement positions were exposed. what did feng Liu and Deng Xiaofeng buy and sell?

With the intensive disclosure of the annual reports of listed companies, the position of 10 billion private placement has also surfaced. According to incomplete statistics, as of March 26, a total of 14 10 billion private equity products appeared in the list of the top ten tradable shareholders disclosed in the 2023 quarterly report of 26 listed companies, with a total stock market value of 22.76 billion yuan. From the perspective of changes in the number of shares held, there are 3 listed companies with 10 billion private equity holdings, 7 new listed companies, 9 listed companies with unchanged holdings, and 7 listed companies with reduced holdings.

comments: from the current data, there are 5 stocks with a market value of more than 1 billion yuan, namely Zijin Mining, Wanhua Chemical, Baofeng Energy, CNOOC and China Mobile. From the perspective of industry distribution, electronics, machinery and equipment, and basic chemicals are the more favored industries for tens of billions of private placements.

Three-sector analysis of the economic situation at the beginning of the year. A new round of production, consumption and foreign trade policies are being developed.

since the beginning of this year, various localities have continuously increased their support for the development of the manufacturing industry, the development trend of industrial upgrading is obvious, and the growth rate of investment in the manufacturing industry has accelerated. Next, we will actively take measures to focus on a new round of large-scale equipment renewal, implement the technological transformation and upgrading project of the manufacturing industry, promote the implementation of a number of major projects and key projects, and speed up the construction of new information infrastructure such as 5G, Gigabit optical network and computing power. At the same time, focus on biological manufacturing, artificial intelligence, digital technology, commercial aerospace, inland shipping, low-altitude economy and other fields to explore early hard science and technology projects, to guide financial capital, social capital, industrial capital to continue to invest.

Comments: The General Administration of Customs will also better serve the "quality increase and quantity stability" of foreign trade through the policy "combination punch" of "one increase and one decrease, one excellent and one strong". Despite the increasing complexity, severity, and uncertainty of the current external environment, my country's foreign trade continues to improve with a foundation and conditions, and is confident in achieving a "stable increase in quality and quantity" in foreign trade throughout the year.

Gold prices soar, 5 banks raise deposit starting point! Someone spent hundreds of thousands of dollars at one time to rob

The continued surge in international gold prices has made gold the brightest investment product, driving the gold accumulation business of commercial banks. According to a reporter from China Business News, with the rise in international gold prices, five banks have announced that they have increased the starting amount of gold deposit business transactions, and further adjustments are still possible in the future. Industry insiders believe that individual banks raise the starting amount of accumulated gold not only moderately raise the business "threshold", but also remind investors to pay attention to gold investment risks to a certain extent, do a good job in risk management, and avoid potential investment disputes. For commercial banks, the personal precious metals business, including deposits, should be laid out in many ways.

Comments: Individual banks raise the starting amount of accumulated gold not only moderately raise the business "threshold", but also remind investors to pay attention to the risk of gold investment, do a good job of risk management, to avoid potential investment disputes.

[industry hot spot]

Huawei optical module new patent belt collapse "Yi Zhongtian" portfolio? Listed companies: no big impact, collective diving should be market adjustment

kimi's multi-party competition for AI application and AI computing power has become a hot spot. many companies responded to their concern that "cooperation will be carried out"

Foreign Public Offering Mighty Capital Increase in China's Market Attractiveness Highlights

Increase R & D investment in Chinese medicine listed companies to improve performance

Xiaomi Auto SU7 will be released soon. More than 10 listed companies will reply to cooperation matters in the past two weeks

[Market dynamics]

A shares: yesterday, the three major stock indexes rebounded slightly, the Shanghai index daily line closed positive, ending the three consecutive negative trend. As of the close, the Shanghai index rose 0.17 per cent to 3031.48 points, the Shenzhen Composite Index rose 0.28 per cent to 9449.43 points, and the gem index rose 0.44 per cent to 1841.54 points. The total turnover of Shanghai and Shenzhen stock markets was 956.029 billion yuan, and the actual net purchase of northbound funds was 4.725 billion yuan. In terms of industry sectors, batteries, real estate services, glass fiber, real estate development, auto parts, and wine-making industries have the highest gains, while games, software development, Internet services, communications services, and cultural media have the highest declines. Blade batteries, millet cars, solid-state batteries, fluorine chemicals, aquaculture, nuclear pollution prevention and other topics are relatively active.

Hong Kong stocks: In the Hong Kong stock market, it is recommended to continue to focus on a high dividend strategy against the backdrop of persistent economic data waiting to be verified and the pressure on the depreciation of the Hong Kong dollar has not yet eased. In the short term, the public utilities, energy, finance, telecommunications and other sectors with high dividend yield can provide considerable relative benefits in this environment even if the market volatility increases in the future; in the medium and long term, the technology industry represented by semiconductors and the Internet will still be the main grasp of industrial transformation, and is expected to benefit from government support and domestic substitution.

U.S. stocks: The three major stock indexes of the New York stock market fell on the 26th. As of the close of the day, the Dow Jones Industrial Average fell 31.31 points from the previous trading day to close at 39282.33 points, a decrease of 0.08; the Standard & Poor's 500 stock index fell 14.61 points to close at 5203.58 points, a decrease of 0.28; The Nasdaq Composite Index fell 68.77 points to close at 16315.70 points, a decrease of 0.42. On the sector side, the S & P 500 Index's 11 major sectors fell eight and rose three times. Utilities and energy led the decline with declines of 1.14 per cent and 0.76 per cent, respectively, while healthcare and financials led the gains with gains of 0.34 per cent and 0.20 per cent, respectively.

European stocks: The days of global tech giants seem to be getting harder and harder. The latest news shows that the European Union has announced an investigation into three US technology giants, including Apple, Google, and Meta, pointing to the monopolistic behavior of these companies. Once found illegal, these enterprises will face a fine of 10 billion US dollars. Subsequently, Apple, Google, Meta have responded. At the same time, data from investment banks show that global hedge funds have been reducing their holdings of US stocks this year and increasing their long positions in Europe to bet on the rise of European stocks.

[Institutional Strategy]

Data show that in February this year, the net purchase of northbound funds reached 60.744 billion yuan, a new high in a single month in the past year. From February 1 to March 25, the net purchase amount of northbound funds has reached nearly 83 billion yuan.

"The A- share market's upward momentum has not changed this year." Meng Lei, China Stock Strategy Analyst at UBS Securities, said that on the one hand, the rebound in nominal GDP growth will drive the revenue growth of A- share companies to rebound, and promote the growth rate of earnings per share of the Shanghai and Shenzhen 300 Index from 3% in 2023 to 2024. 8% in the year; on the other hand, the policy continues to increase, and the potential mispricing in the stock market from a cross-asset perspective is expected to be gradually corrected. In addition, the entry of long term funds into the-share market and the return of northbound funds are also expected to lift the valuation pivot.

At the same time, foreign investors are continuing to ramp up the yuan bond market. According to data from the State Administration of Foreign Exchange, in February this year, foreign capital increased its net holdings of domestic bonds by US $11.1 billion billion (about 80 billion yuan), which continued to be at a relatively high level. This is also the sixth consecutive month that foreign institutions have increased their holdings of RMB bonds since September last year.

Fan Hua, head of BlackRock China, said that China's financial market is in a critical period of transformation, and the continuous opening up provides unprecedented opportunities for foreign asset management companies. BlackRock has been actively responding to the opening policy of the Chinese market and continuously deepening BlackRock's business layout. As an important business segment of BlackRock in China, BlackRock Fund and BlackRock Jianxin Wealth Management have continuously made breakthroughs in diversified asset allocation, risk control and innovative financial products, and are committed to providing investors with more diversified and more professional Investment options.

[Topic Company]

BYD Heavy! "30 billion yuan report card" and "big move" put together! Holding hundreds of billions of cash in hand, Wang Chuanfu said so

In 2023, China's auto industry will show a trend of "driving low and going high, and gradually improving" in a complex external environment. In the end, China's car sales for the whole year reached 30.094 million, an increase of 12.0 per cent over the same period last year, ranking first in the world for 15 consecutive years. As the "first brother" of new energy vehicles, BYD's operating performance has been greatly improved.

changdian technology controlling stake changes china resources plans to spend more than 10 billion to become the owner

semiconductor sealing and testing leader Changdian Technology's controlling stake change buyer appeared, Panshi Hong Kong Limited or its affiliates became the gold inflow, behind the central enterprise China Resources. According to calculations, the cost of Panshi Hong Kong's entry into Changdian Technology is more than 11.6 billion yuan. After this transaction, the actual controller of Changdian Technology will be changed to China Resources, and the company's shares will resume trading today. The change of ownership of Changdian Technology has reduced the shareholding ratio of the largest shareholder fund to 3.50 per cent of the company's total share capital, while the current second shareholder, Core Semiconductor, no longer holds shares in Changdian Technology.

"Underreported" losses in the annual report! Zhongke Chuangda's first quarterly loss in 8 years

In the 2023 annual report recently disclosed by Zhongke Chuangda, the sum of its net profit in the four quarters of last year did not match the annual net profit. The company's disclosed loss of 0.123 billion yuan in the fourth quarter of 2023 is likely to be an actual loss of 0.14 billion yuan. In other words, Zhongke Chuangda undercounted the loss of about 17 million yuan in the fourth quarter.

[New Stock Alert]

March 27 new shares prompt: Wuxi dingbang purchases zhongrui shares and announces winning number

according to the announcement of the exchange, Wuxi dingbang purchased today with the purchase code of 889900 and the issue price of 6.2 yuan/share. Sino-Swiss shares today announced the results of the online lottery. Zhongrui shares, Wuxi Dingbang paid today.

[Notice]

Shengda Biology: At present, its main business does not involve the field of prefabricated vegetables

Shengda Bio (603079) issued a stock trading risk warning announcement. Recently, the company paid attention to some media and other platforms for the company's related business discussions, covering hot concepts such as prefabricated vegetables. At present, the company's main products are biotin, folic acid and other vitamin products and nisin, natamycin, poly-lysine and other biological preservative products. According to the company's self-examination, the company's current main biological preservative products are mainly used in the preservation of meat products, dairy products, marinated semi-dried tofu, beverages and convenience foods, and do not involve the field of prefabricated vegetables; the main vitamin products are mainly Used in feed additives, food additives, daily chemicals and medicines and other fields, not related to food preservation. Secondary market, Shengda biological trading for three consecutive days.

Watson Technology: The company is not involved in low-altitude economy, parachutes and other related businesses

Four-board Watson Technology (605180) issued an announcement of abnormal fluctuations in stock trading. Recently, the company paid attention to some media and other platforms for the company's related business discussions, covering hot concepts such as low-altitude economy and parachutes. After the company's self-examination, the company did not involve low-altitude economy, parachutes and other related business.

hualien shares: plans to acquire 100% equity of lianxinda for 38.2133 million yuan

hualian shares (000882) announced that the company plans to acquire 100 per cent of the shares of Hohhot lianxinda commercial co., ltd. held by Beijing hualian life supermarket co., ltd. for 38.2133 million yuan. Hualian shares announced on the same day that Yinchuan Hualian Shopping Center Co., Ltd., a wholly-owned subsidiary of the company, plans to purchase the property held by Yinchuan Hairong Xingda at the basement of 101, a comprehensive commercial building located at No. 13 (formerly B1) Yuehai Xintiandi Shopping Plaza, Kangping Road, jinfeng district, Yinchuan for 0.114 billion yuan.

Yongyue Technology: There is a significant risk of uncertainty in the performance of the company's drone contract and there are no orders in hand

Yongyue Technology (603879) issued an announcement on the evening of March 26 on abnormal fluctuations in stock trading. There is a significant risk of uncertainty in the performance of the company's drone contract and there are no orders in hand. The company signed a "purchase contract" of 0.114 billion yuan with Jiangsu zhongchuan Huaxia new media technology co., ltd. on August 1, 2022. Jiangsu zhongchuan Huaxia new media technology co., ltd. did not continue to perform in accordance with the relevant provisions of the contract after paying the deposit of 5 million yuan and the payment of 5 million yuan on August 17, 2022 and December 27, 2022 respectively. the company will take legal measures to safeguard the company's rights and interests. Please the majority of investors rational decision-making, pay attention to investment risk. In addition, the "sales contract" signed by Yancheng Yongyue Intelligent equipment Co., Ltd., a wholly-owned subsidiary of the company, and Pingyu County Changda Transportation Investment and Development Co., Ltd. on August 27, 2023 was terminated on September 14, 2023, and there are no orders in hand at present.

Luoping Zinc Power: Holding Subsidiary Hongyuan Industrial Obtain Mining License (Golden Kirin Analyst) Certificate

luoping zinc power (002114) announced on the evening of March 26 that in order to further improve the company's asset quality, increase the company's lead and zinc resource reserves and prospecting area, the company acquired 51% equity of Yunnan hongyuan industrial co., ltd. (hereinafter referred to as "hongyuan industrial") held by natural person Jiang pan and sujinbi in cash. Recently, the holding subsidiary Hongyuan Industrial has obtained the "Mining License" issued by the Natural Resources and Planning Bureau of Qujing City.

rongbai technology: signed a memorandum of cooperation with SK On to carry out cooperation in the field of ternary and lithium manganese phosphate anode

Rongbai Technology (688005) announced on the evening of March 26 that the company and SK On Co., Ltd. (hereinafter referred to as "SK On") recently signed a "memorandum of cooperation". The two parties will give full play to their respective advantages and carry out comprehensive and in-depth cooperation in the field of ternary and lithium manganese iron phosphate cathodes, including but not limited to technical cooperation, product development and product sales.

Wynn shares: the subsidiary has a business cooperation relationship with Xiaomi ecological chain enterprises and does not involve Xiaomi automobile-related businesses

Yongli shares said on the interactive platform on March 26 that the company's wholly-owned subsidiary has a business cooperation relationship with Xiaomi ecological chain enterprises. currently, the products supplied are mainly precision plastic parts related to intelligent sweeping robots, and do not involve Xiaomi automobile-related businesses.

Hengtong Optoelectronics: At present, no company has been found to be included in the US 337 investigation list

An investor asked Hengtong Optoelectronics (600487) on the interactive platform whether the U.S. 337 investigation involved the company's products? Hengtong Optoelectronics replied that it had not found that the company had been included in the investigation list.

hongxin electronics: computing power business will have a larger scale in 2024

Hongxin Electronics stated on the interactive platform on March 26 that the company's production and operation are proceeding normally. In addition to the orders disclosed by the company, the company is continuing to form new computing power business orders. According to the current progress, it is expected that the computing power business will be implemented on a larger scale in 2024.

south Asia new material: plans to invest about 1.2 billion yuan in the construction of high-end electronic circuit substrate base project

South Asia New Materials (688519) announced on the evening of March 26 that based on the needs of overall strategic layout and business development, in order to speed up production capacity planning and industrial layout, the company plans to invest in the construction of a high-end electronic circuit substrate base construction project. Jiangsu Nanya, a wholly-owned subsidiary, plans to purchase land in Haimen Economic and Technological Development Zone of Jiangsu Province to build a new production base. After the completion of the production base, it will further increase the company's production capacity to support the company's future industrialization needs of high-end electronic substrates such as high-frequency, high-speed and IC packaging materials, so as to promote the continuous growth of the company's business scale and enhance the company's overall competitiveness and profitability. The total planned investment of the project is about 1.2 billion yuan.

Changdian Technology: The actual controller will be changed to China Resources Stock to resume trading

Changdian Technology (600584) announced on the evening of March 26 that the big fund will transfer its 0.174 billion shares (accounting for 9.74 of the company's total share capital) to Panshi Hong Kong or its related parties at a price of 29.00 yuan per share. Core Semiconductor transferred its 0.229 billion shares (accounting for 12.79 of the company's total share capital) to Panshi Hong Kong or its related parties at a price of 29.00 yuan per share. After the transfer of shares, Panshi Hong Kong or its related parties will hold 0.403 billion shares of the Company, accounting for 22.54 of the total share capital of the Company. The controlling shareholder of Panshi Hong Kong is China Resources Group, and the actual controller of Panshi Hong Kong is China Resources Co., Ltd. (hereinafter referred to as "China Resources"). After the parties complete the delivery of the shares of Changdian Technology and the reorganization of the Board of Directors of Changdian Technology in accordance with the Share Transfer Agreement, the controlling shareholder of Changdian Technology will be changed to Panshi Hong Kong or its related parties, and the actual controller will be changed to China Resources. The company's shares resumed trading on March 27.

[performance]

China Telecom: Achieve net profit of 30.446 billion yuan in 2023, up 10.3 year on year

China Telecom (601728) disclosed its annual report. In 2023, it achieved operating income of 507.843 billion billion yuan, a year-on-year increase of 6.9; net profit of 30.446 billion billion yuan, a year-on-year increase of 10.3; basic earnings per share of 0.33 yuan. The company intends to pay a cash dividend of 0.09 yuan (including tax) per share to all shareholders.

Shuanghui Development: Net Profit Decreases 10.11 Year-on-Year in 2023, Proposed 10 7 yuan

Shuanghui Development (000895) disclosed its annual report. In 2023, it achieved operating income of 59.893 billion billion yuan, a year-on-year decrease of 4.29; net profit of 5.053 billion billion yuan, a year-on-year decrease of 10.11; basic earnings per share of 1.46 yuan. The Company intends to pay a cash dividend of 7 yuan (including tax) for every 10 shares.

ZTE: net profit in 2023 increased by 15.41 year on year. it is proposed to send 10 6.83 yuan

ZTE Corporation (00763) disclosed its annual report on the Hong Kong Stock Exchange. In 2023, it achieved operating income of 124.251 billion billion yuan, a year-on-year increase of 1.05; net profit of 9.326 billion billion yuan, a year-on-year increase of 15.41; basic earnings per share of 1.96 yuan. The company intends to distribute a cash dividend of 6.83 yuan (including tax) to all shareholders for every 10 shares.

Fosun Pharmaceuticals: Net Profit Decreased by 36.04 Year-on-Year in 2023, Proposed 10 2.7 Yuan

Fosun Pharma (600196) disclosed its annual report on the evening of March 26, 2023Operating income was 41.4 billion yuan, down 5.81 percent from the same period last year; net profit was 2.386 billion yuan, down 36.04 percent from the same period last year; and basic earnings per share was 0.89 yuan. The Company intends to pay a cash dividend of 2.7 yuan (including tax) per 10 shares.

sheng de xintai: downstream orders surge, net profit in the first quarter increased 136-161 year on year

Shengde Xintai (300881) released its performance forecast on the evening of March 26. It is estimated that the net profit in the first quarter of 2024 is 47.5 million -52.5 million yuan, up 136.13-160.99 year on year. During the reporting period, the company's main business focused on the thermal power ultra-supercritical boiler manufacturing industry, benefiting from the surge in downstream orders, the company's orders in hand during the same period increased accordingly.

huaihe energy: net profit in 2023 increased by 195.45 year on year. it is planned to send 10 1.2 yuan

Huaihe Energy (600575) disclosed its annual report on the evening of March 26. In 2023, it achieved operating income of 27.333 billion billion yuan, a year-on-year increase of 7.69; net profit of 0.84 billion billion yuan, a year-on-year increase of 195.45; basic earnings per share of 0.22 yuan. The Company intends to pay a cash dividend of 1.2 yuan (including tax) per 10 shares.

Shunfeng Holdings: Net Profit Increase 33.38 Year on Year in 2023 to Send 10 6 yuan

SF Holdings (002352) disclosed its annual report on the evening of March 26. In 2023, it achieved operating income of 258.409 billion billion yuan, a year-on-year decrease of 3.39; net profit of 8.234 billion billion yuan, a year-on-year increase of 33.38; basic earnings per share of 1.7 yuan. The Company intends to pay a cash dividend of 6 yuan (including tax) for every 10 shares.

Yanjin Shop: Net Profit Increase 67.76 Year-on-Year in 2023: 10 to 4 15 yuan

Yanjin Shop (002847) disclosed its annual report on the evening of March 26. In 2023, it achieved operating income of 4.115 billion billion yuan, a year-on-year increase of 42.22; net profit of 0.506 billion billion yuan, a year-on-year increase of 67.76; basic earnings per share of 2.64 yuan. The company intends to increase 4 shares for every 10 shares and pay a cash dividend of 15 yuan (including tax).

Buddha Energy: Net Profit Increase 28.87 Year-on-Year in 2023, Proposed 10 to 3 6 yuan

Buddha Energy (002911) disclosed its annual report on the evening of March 26. In 2023, it achieved operating income of 25.538 billion billion yuan, a year-on-year increase of 34.96; net profit of 0.844 billion billion yuan, a year-on-year increase of 28.87; basic earnings per share of 0.83 yuan. The company intends to increase 3 shares for every 10 shares and pay a cash dividend of 6 yuan (including tax).

Tibet pharmaceutical industry: net profit in 2023 increased by 116.56 year on year. it is planned to distribute 10 7.37 yuan and increase 3 shares

Tibet Pharmaceutical (600211) disclosed its annual report on the evening of March 26. In 2023, it achieved operating income of 3.134 billion billion yuan, a year-on-year increase of 22.69; net profit of 0.801 billion billion yuan, a year-on-year increase of 116.56; basic earnings per share of 3.23 yuan. The company intends to distribute a cash dividend of 7.37 yuan (including tax) to all shareholders for every 10 shares and increase 3 shares.

guolian securities: net profit in 2023 decreased by 12.51 year on year. it is proposed to send 10 1.42 yuan

Guolian Securities (601456) disclosed its annual report on the evening of March 26. In 2023, it achieved operating income of 2.955 billion billion yuan, a year-on-year increase of 12.68; net profit of 0.671 billion billion yuan, a year-on-year decrease of 12.51; basic earnings per share of 0.24 yuan. The company intends to distribute a cash dividend of 1.42 yuan (including tax) to all shareholders for every 10 shares.

lihewei: net profit in 2023 increased 42.26 year on year. it is planned to send 10 3.5 yuan and increase 2 shares

Lihewei (688589) disclosed its annual report on the evening of March 26. In 2023, it achieved operating income of 0.579 billion billion yuan, a year-on-year increase of 14.96; net profit of 0.107 billion billion yuan, a year-on-year increase of 42.26; basic earnings per share of 1.07 yuan. The company intends to distribute a cash dividend of 3.5 yuan (including tax) to all shareholders for every 10 shares and increase 2 shares. During the reporting period, the application of the company's chips in the smart grid market continued to deepen, the company increased its promotion and application, and the market performance continued to grow. At the same time, the application of the company's chips in other Internet of Things markets also grew rapidly.

sanwang communications: net profit in 2023 increased 13.77 year on year. it plans to send 10 5.2 yuan and increase 4.8 shares

Sanwang Communications (688618) disclosed its annual report on the evening of March 26. In 2023, it achieved operating income of 0.439 billion billion yuan, a year-on-year increase of 30.9; net profit of 0.109 billion billion yuan, a year-on-year increase of 13.77; basic earnings per share of 1.46 yuan. The company intends to distribute a cash dividend of 5.2 yuan (including tax) to all shareholders for every 10 shares and increase 4.8 shares.

core ruida: net profit in 2023 increased by 57.08 year on year. it is planned to turn 10 to 2 3.5 yuan

Xinruida (002983) disclosed its annual report on the evening of March 26. In 2023, it achieved operating income of 1.176 billion billion yuan, a year-on-year increase of 23.25; net profit of 0.166 billion billion yuan, a year-on-year increase of 57.08; basic earnings per share of 0.9 yuan. The Company intends to increase 2 shares for every 10 shares and pay a cash dividend of 3.5 yuan (including tax).

byd: net profit in 2023 increased by 80.72 year on year, planned to send 10 30.96 yuan

BYD (002594) disclosed its annual report on the evening of March 26. In 2023, it achieved operating income of 602.315 billion billion yuan, a year-on-year increase of 42.04; net profit of 30.041 billion billion yuan, a year-on-year increase of 80.72; basic earnings per share of 10.32 yuan. The Company intends to pay a cash dividend of 30.96 yuan (including tax) per 10 shares.

citic securities: net profit in 2023 dropped 7.49 year on year, with 10 yuan to be 4.75 yuan

CITIC Securities (600030) disclosed its annual report on the evening of March 26. In 2023, it achieved operating income of 60.068 billion billion yuan, a year-on-year decrease of 7.74; net profit of 19.721 billion billion yuan, a year-on-year decrease of 7.49; basic earnings per share of 1.3 yuan. The company intends to distribute a cash dividend of 4.75 yuan (including tax) to all shareholders for every 10 shares.

[increase or decrease]

yuan zu shares: shareholders intend to reduce the company's shares by no more than 3%

yuan zu shares (603886) announced that Zhuhai lanxin growth consulting management partnership (limited partnership) (hereinafter referred to as "lanxin growth") and its concerted action person lanxin investment consulting (Tianjin) co., ltd. (hereinafter referred to as "lanxin investment") hold a total of 6.01 shares of the company. Due to their own capital needs, Lanxin growth and Lanxin investment plan to reduce the company's shares by no more than 7.2 million shares, that is, no more than 3% of the company's total share capital, through centralized bidding and block trading.

benchuan intelligence: shareholder Huang Qinge plans to reduce his stake in the company by no more than 2.75

Benchuan intelligence (300964) announced on the evening of March 26 that Huang Qing'e, a specific shareholder who directly holds 2.75 percent of the company's shares, intends to reduce his holdings by a total of no more than 2.1 million shares (accounting for 2.75 percent of the company's total share capital after excluding repurchased shares) through centralized bidding and bulk trading.

[do repo]

delong huineng: proposed 15 million yuan -25 million yuan share repurchase

Delong Huineng (000593) announced that the company intends to buy back shares for 15 million -25 million yuan for equity incentive or employee stock ownership plan. The repurchase price is not higher than 7.90 yuan/share.

sunshine noand: affiliated company plans to purchase shares of the company from 28 million yuan to 32 million yuan

sunshine nuohe (688621) announced on the evening of March 26 that Sichuan shengpu pharmaceutical technology center (limited partnership), an affiliated enterprise actually controlled by Li yuanbo, a senior manager of the company, plans to purchase a shares of the company through the methods permitted by the trading system of Shanghai stock exchange (including but not limited to centralized bidding, continuous bidding and block trading) within 6 months from April 1, 2024, the total purchase amount shall not be less than 28 million yuan and not more than 32 million yuan.

[Signing Order]

China Power Construction: Subsidiary Signs Project Contract of About 7.07 billion Yuan

China Electric Power Construction (601669) announced that China Electric Power Construction Group International Engineering Co., Ltd., a subsidiary of the company, and GCM Resources Co., Ltd. of the United Kingdom signed a contract for the infrastructure and divestiture project of Bangladesh's Pulbari Coal Mine, with a contract amount of about 7.07 billion yuan. The proposed construction project includes the design of mine infrastructure and mining and stripping works, the procurement and installation of mining and stripping equipment, as well as the construction of infrastructure such as mine drainage and drainage water drainage works, ground production systems, sewage treatment works, etc., with a contract period of 4 years.

Tianyong Intelligence: received the bid-winning notice from Selis Automobile Co., Ltd.

tianyong intelligence (603895) announced on the evening of March 26 that the company received the bid-winning notice from silie automobile co., ltd. (hereinafter referred to as "the tenderee") on March 26, confirming that the company is the bid-winning unit of "welding (r) workshop phase I second line (floor line, upper body line) project", with the bid price of 0.12 billion yuan (including tax).

Jin Chengxin: Signed 0.209 billion yuan Daily Operation Contract with Chihong Zinc Germanium

Jin Chengxin (603979) announced on the evening of March 26 that the company recently reached an agreement with Chihong zinc germanium on the construction and related matters of Yuejin Pit Bid Section 2024-2025 of Chihong zinc germanium Huize Mining Company and signed the "Mine Production Divestiture (Development) and Mining Outsourcing Project Contract". The contract is a comprehensive unit price contract, and the contracted contract price is 0.209 billion yuan. The final settlement amount of the actual acceptance project quantity shall prevail.