Look at the announcement, Xiao E is the first to report!

[Hot Spots].

Xinke Materials: High-speed copper connection and high-speed copper cable projects are still in the EIA stage

Xinke Materials (600255) issued a stock trading risk warning announcement on the evening of December 18, saying that the company's stock price has risen significantly recently, and there may be a risk of falling after a large short-term increase. At present, the market pays high attention to the company's high-speed copper connection and high-speed copper cable projects. The above-mentioned projects are still in the stage of project establishment, environmental impact assessment and equipment procurement exchange, because the implementation of the project still needs to be approved and reported by government departments, environmental impact assessment approval and construction permits and other pre-approval procedures, the implementation progress and funding arrangements will be carried out according to the specific conditions of the project implementation process, and there is a certain degree of uncertainty. The construction of the project will take a certain period of time, and it is not expected to have a significant impact on the company's operating results in the short term.

Zowee Technology: The company's products are not used in AI glasses-related fields

Zowee Technology (002369) disclosed the announcement of stock trading changes on the evening of December 18, saying that the concept of "AI glasses" has attracted market attention recently, and the company explains as follows: the company's products have not been used in AI glasses-related fields, and no relevant agreements or orders have been signed. The company has the ability to design and manufacture AR smart glasses products, but the company has not signed orders for AR smart glasses products, which has no impact on the company's operating income. Here, investors are reminded to invest rationally and pay attention to investment risks.

Liulianban Yimin Group: The proportion of sales of emerging channels such as e-commerce is small

Liulianban Yimin Group (600824) disclosed the announcement of stock trading changes on the evening of December 18, saying that after verification, the company's production and operation are normal, and no major changes have occurred or are expected to occur in the internal and external environment. The company is mainly engaged in the leasing and operation of characteristic commercial chain brands and commercial properties. The company's main underwear, gold jewelry and other businesses belong to the market fully competitive industry, the current company's sales channels are still biased towards the traditional store sales model, e-commerce, online shopping and other emerging channels sales proportion is small, if the transformation and development of brands and enterprises is not as expected, will have an impact on the company's performance.

Mingyang Circuit: One of the actual controllers sold shares during the stock price change

Mingyang Circuit (300739) disclosed the announcement of stock trading changes on the evening of December 18, saying that the company's production and operation are normal, and there have been no major changes in the recent production and operation conditions and internal and external business environments. According to the information in the reply letter, the controlling shareholder and actual controller of the company did not buy or sell the company's shares during the abnormal fluctuation of stock trading, but the Fengxian Shengjian Enterprise Management Center (Limited Partnership) and Yunnan Jianxi Enterprise Management Center (Limited Partnership) acted in concert with them during the stock trading changes.

Sanlian Ningbo Energy: At present, there is no change in the main business

Sanlian Ningbo Energy (600982) disclosed a risk warning announcement on the evening of December 18, saying that the company is mainly engaged in cogeneration, biomass power generation, pumped storage, energy storage and integrated energy services, as well as investment business related to energy and environmental protection industries. Up to now, there has been no change in the main business. Investors are advised to invest rationally and pay attention to risks.

NHU has formulated a special dividend plan: a dividend of 2 yuan for every 10 shares

NHU (002001) announced on the evening of December 18 that the company has formulated a special dividend plan: it intends to distribute cash dividends of 2 yuan (including tax) to all shareholders for every 10 shares based on the existing total share capital of 3.073 billion shares, with a total cash distribution of about 615 million yuan.

Chenghe Technology's 2024 interim profit distribution plan: 10 distributions of 3.5 yuan

Chenghe Technology (688625) disclosed the company's 2024 interim profit distribution plan on the evening of December 18: it plans to distribute a cash dividend of 3.5 yuan (tax included) to all shareholders for every 10 shares, with a total cash dividend of 46.3691 million yuan (tax included), accounting for 23.43% of the company's net profit in the first three quarters.

Longsys: Plans to issue H shares and list on the main board of the Hong Kong Stock Exchange

Longsys (301308) announced on the evening of December 18 that the company intends to issue overseas listed foreign shares (H shares) and apply for listing on the main board of The Stock Exchange of Hong Kong Limited. In addition, taking into account the changes in the external environment, the company's strategic development plan and other factors, the company terminated the company's issuance of convertible corporate bonds to unspecified objects.

Yonghui Supermarket: Sold 9.87% of the shares of Zhongbai Group

Yonghui Supermarket (601933) announced on the evening of December 18 that Chongqing Yonghui, a wholly-owned subsidiary of the company, sold a total of 67,101,287 shares of Zhongbai Group (000759) through centralized bidding from December 3 to December 17, accounting for 9.87% of its share capital, with a sale amount of about 440 million yuan. Before the sale, the book value of the corresponding equity of Zhongbai Group held by the company was 279 million yuan, and the initial investment cost was 486 million yuan, and the sale will increase the investment income in 2024 by about 161 million yuan (before deducting relevant taxes and fees), and the cumulative investment income of the above equity is about -46 million yuan. Up to now, the company and its subsidiaries no longer hold A shares of Zhongbai Group.

Hezong Technology: Part of the shares held by the actual controller will be auctioned or the control will be changed

Hezong Technology (300477) announced on the evening of December 18 that 50.897 million shares of the company held by Liu Zegang, the company's controlling shareholder and actual controller, will be auctioned judicially. This part of the shares accounts for 40.03% of the company's shares held by it, accounting for 4.78% of the company's total share capital after excluding repurchases. If the judicial disposal auction is successful, it may lead to a change of control of the company. The auction will not affect the company's production and operation.

Sungrow: The holding subsidiary obtained the control of Tahoe Intelligence

Sungrow Power Supply (300274) announced on the evening of December 18 that on December 18, Tahoe Intelligent (603656) held an extraordinary general meeting of shareholders to deliberate and approve the proposal to re-elect some non-independent directors, re-elect independent directors and re-elect non-employee representative supervisors. Up to now, the company's holding subsidiary, Sunshine New Energy, holds 18,773,200 shares of Tahoe Intelligent, accounting for about 10.24% of the total share capital of Tahoe Intelligent, and the voting rights ratio is 13.36%. The reorganization of the fifth board of directors and supervisors of Tahoe Intelligent has been completed, and Sunshine New Energy has obtained the control of Tahoe Intelligent.

[M&A and reorganization].

Yayun shares: termination of major asset restructuring

Yayun shares (603790) announced on the evening of December 18 that the company originally planned to acquire 100% of the shares of Chengdu Eagle Zhizhitong Technology Co., Ltd. through a combination of issuing shares and paying cash, and at the same time raise matching funds, the transaction is expected to constitute a major asset restructuring. The transaction lasted for a long time, the macro environment and industry environment have fluctuated and changed, taking into account the current market environment and other factors, the company decided to terminate the transaction.

Huang Shanghuang: Terminated the planned acquisition of a controlling stake in Zhancui Food

Huang Shanghuang (002695) announced on the evening of December 18 that the company had planned to invest in the acquisition of a controlling stake in Guangdong Zhancui Food Co., Ltd. (hereinafter referred to as "Zhancui Food"). At present, due to the inability to reach an agreement between the company and the controlling shareholder of Zhancui Food on the relevant terms involved in the acquisition of a controlling stake, the company decided to terminate the planning to acquire a controlling stake in Zhancui Food.

Welltech: Planning a major asset restructuring to transform into a new quality productivity business

Wiltai (002058) announced on the evening of December 18 that it plans to plan a major asset restructuring, the company intends to sell all the assets related to the company's instrument business to Shanghai Zizhu Technology Industry Investment Co., Ltd. in cash, and intends to pay cash to purchase part of the equity of Shanghai Zijiang New Material Technology Co., Ltd. (hereinafter referred to as "Zijiang New Material"), and intends to obtain control of Zijiang New Material, and the total equity ratio of Zijiang New Material is initially expected to be about 40%. The asset sale and asset purchase transaction are not mutually premised and are intended to be implemented independently. The asset sale and asset purchase constitute related party transactions and will not lead to a change in the controlling shareholder and actual controller of the company. Zijiang New Materials is engaged in the research and development, production and sales of aluminum-plastic composite films for pouch lithium batteries. As a result of the above transactions, the Company will dispose of assets related to the unprofitable automation instrumentation business and will gradually transform into a new quality productivity business. The asset sale and asset purchase transaction is still in the planning stage.

Zijiang Enterprise: It plans to transfer 23% of the equity of Zijiang New Materials to Wiltel

Zijiang Enterprise (600210) announced on the evening of December 18 that the company intends to transfer 23% of the equity of Shanghai Zijiang New Material Technology Co., Ltd. (hereinafter referred to as "Zijiang New Material") to Wiltai (002058). Prior to the transaction, the company held 58.94% of the shares of Zijiang New Materials, and after the transaction, it still held 35.94% of the shares of Zijiang New Materials. Wiltai is initially expected to purchase a total of about 40% of the equity of Zijiang New Materials, and after the final transaction is completed, there is a possibility that Zijiang New Materials will no longer be included in the company's consolidated financial statements. In the first three quarters of 2024, Zijiang New Materials achieved operating income of 435 million yuan and net profit attributable to the parent company of 32.31 million yuan.

Borche Technology: Planning to acquire minority shareholders of its holding subsidiary, Changxinsheng

Borche Technology (300548) disclosed the company's stock price change announcement on the evening of December 18, saying that the company's recent operating conditions and internal and external business environment have not undergone major changes. The company is planning to acquire the minority shareholders' equity of its holding subsidiary, Changxinsheng (Wuhan) Technology Co., Ltd., in cash, which is not expected to constitute a major asset restructuring. The matter is still in progress and there is uncertainty about the transaction.

[Business data].

China Construction: The total value of new contracts signed in the first 11 months increased by 4.6% year-on-year

China State Construction (601668) announced on the evening of December 18 that the total amount of new contracts signed by the company from January to November 2024 was 4.01 trillion yuan, a year-on-year increase of 4.6

China Chemical: The contract amount signed in the first 11 months was 331.081 billion yuan

China Chemical (601117) announced on the evening of December 18 that the company signed 4,637 contracts from January to November 2024, with a total contract amount of 331.081 billion yuan.

[Increase or decrease in holdings].

Optoelectronic shares: The controlling shareholder and its persons acting in concert intend to increase their holdings of the company's shares

Optoelectronics Co., Ltd. (600184) announced on the evening of December 18 that the company's controlling shareholder Optoelectronics Group and the controlling shareholder's concerted action Zhongbing Investment plan to increase the company's shares by centralized bidding or block trading within 12 months. Optoelectronics Group plans to increase its holdings by 50 million yuan, and Zhongbing Investment plans to increase its holdings by 50 million yuan.

Dong'e Ejiao: One of the controlling shareholders increased its shareholding in the company by 1%.

Dong'e Ejiao (000423) announced on the evening of December 18 that China Resources Pharmaceutical Investment Co., Ltd., one of the company's controlling shareholders, China Resources Dong'e Ejiao Co., Ltd., increased its holdings of the company's shares by a total of 6,424,600 shares from November 8 to December 18 through centralized bidding transactions, accounting for 1% of the company's total share capital, and plans to increase its holdings by no more than 0.2% of the company's total share capital.

Zhongjing Technology: LONGi Green Energy plans to reduce its holdings of no more than 3% of the company's shares

Zhongjing Technology (003026) announced on the evening of December 18 that LONGi Green Energy Technology Co., Ltd. (hereinafter referred to as "LONGi Green Energy"), a shareholder holding 9% of the company's shares, plans to reduce its holdings of the company's shares by no more than 3.9 million shares (accounting for 3% of the company's total share capital) through centralized bidding transactions or block transactions due to its own capital needs.

Guoke Military Industry: Tellhow Technology plans to reduce its holdings of no more than 3% of the company's shares

Guoke Military Industry (688543) announced on the evening of December 18 that Tellhow Technology (600590), a shareholder of 5.88% of the company's shares, plans to reduce its holdings of the company's shares by no more than 5.271 million shares, accounting for no more than 3% of the company's total share capital, and the proposed reduction period is from January 13, 2025 to April 12, 2025.

Lihe Science and Technology Innovation: A wholly-owned subsidiary reduced its stake in Huajin Capital by 1.2

Lihe Kechuang (002243) announced on the evening of December 18 that during the period from November 7 to December 17, the company's wholly-owned subsidiary, Lihe Kechuang Group, sold a total of 1.2% of Huajin Capital's shares through centralized bidding and block trading, reducing its holdings by about 65 million yuan. The shareholding reduction has not yet been completed. According to preliminary estimates, the net profit generated by this transaction accounted for more than 10% of the company's audited net profit in the most recent fiscal year. Up to now, Lihe Science and Technology Innovation Group still holds 7.96% of the shares of Huajin Capital.

Digital China: Sigma intends to transfer 5% of the company's shares by agreement

Digital China (000034) announced on the evening of December 18 that the company's shareholder China Sigma Co., Ltd. (hereinafter referred to as "Sigma") intends to transfer 33.5 million shares of the company (accounting for 5% of the company's total share capital) to China New Era Co., Ltd. at a transfer price of 30.11 yuan per share, totaling 1.009 billion yuan.

Sifang Jingchuang: Yizhi Holdings plans to reduce its holdings of no more than 1% of the company's shares

Sifang Jingchuang (300468) announced on the evening of December 18 that Yizhi Group Holdings Co., Ltd. (hereinafter referred to as "Yizhi Holdings"), a shareholder of 5.39% of the company's shares, plans to reduce its holdings of the company's shares by block trading or centralized bidding by no more than 5,306,500 shares, accounting for no more than 1% of the company's total share capital.

Hangxin Technology: Bu Fansheng, the original controlling shareholder, plans to reduce his holdings of no more than 2.29% of the shares

Hangxin Technology (300424) announced on the evening of December 18 that Bu Fansheng, the original controlling shareholder who holds 2.29% of the company's shares, intends to reduce his holdings of the company's shares by centralized bidding or block trading by no more than 5,618,100 shares, that is, no more than 2.29% of the company's total share capital.

Jingneng Heating: Shareholder Zhao Yibo plans to reduce his holdings of no more than 3% of the company's shares

Jingneng Thermal Power (002893) announced on the evening of December 18 that Zhao Yibo, a shareholder who holds 15.58% of the company's shares, intends to reduce his holdings of the company's shares by no more than 7,909,200 shares (accounting for 3% of the company's total share capital) through centralized bidding and block trading.

Hengrun shares: shareholders will reduce their holdings of the company by no more than 0.95% in total

Hengrun shares (603985) announced on the evening of December 18 that the shareholder Jiarun International Investment Co., Ltd. intends to reduce its holdings of the company's shares by no more than 2,215,500 shares, that is, no more than 0.5% of the company's total share capital; The shareholder Zhituo Group (Hong Kong) Network Consulting Co., Ltd. intends to reduce its shareholding in the company by no more than 1,981,800 shares, that is, no more than 0.45% of the company's total share capital.

Jianglong Boat: Director Gong Chongying plans to reduce his holdings of no more than 1% of the company's shares

Jianglong Boat (300589) announced on the evening of December 18 that Gong Chongying, director of the company, plans to reduce his holdings of the company's shares by centralized bidding or block trading by no more than 3,762,200 shares (accounting for 1% of the company's total share capital) due to his own capital needs.

[Winning the Contract].

Zhefu Holdings: Won the bid for 364 million yuan of water turbine and other equipment procurement projects

Zhefu Holdings (002266) announced on the evening of December 18 that recently, the company confirmed that it won the bid for the procurement (second) bidding project of hydraulic turbine and its ancillary equipment of Chongqing Wujiang Baima Avionics Hub Project, with a total bid of 364 million yuan, accounting for about 1.92% of the company's operating income in 2023, and is expected to increase the company's sales revenue and net profit from 2026 to 2028.

Haotong Technology: Signed a major contract with a subsidiary of Dongfang Shenghong

Haotong Technology (301026) announced on the evening of December 18 that the company signed the "Framework Contract for the Comprehensive Utilization of Waste Catalysts Containing Precious Metals" with Shenghong Petrochemical, a subsidiary of Dongfang Shenghong (000301), and the total contract amount is estimated to account for more than 100% of the company's total assets in 2023. The contract period is from the date of signing to December 31, 2028, and the two parties will negotiate to pay the contract price in batches. Haotong Technology said that the contract will help strengthen the company's competitive advantage in the field of precious metal recycling.

[Other].

Yuanshang shares: plans to sign a construction contract to build an airport smart logistics center

Yuanshang Co., Ltd. (603813) announced on the evening of December 18 that due to the company's construction of Yuanshang Co., Ltd. Guangzhou Airport Smart Logistics Center and supporting projects, the company signed the "Guangzhou Construction Project Construction Contract" with Guangdong Yitu Construction Engineering Co., Ltd. by inviting bidding, with a total price of 169 million yuan including tax. The signing of the contract will be conducive to promoting the completion and operation of the "Yuanshang Guangzhou Airport Smart Logistics Center and Supporting Projects", and will be conducive to expanding the company's new business direction, especially in the field of pre-service for international outbound loading and unloading business, and to meet the direct needs of airport customers for pre-service for outbound loading and unloading business.

Yi'an Technology: The construction of the liquid metal project is advancing

Yi'an Technology (300328) disclosed the progress of investment in liquid metal projects on the evening of December 18: On December 17, the company signed the "Agreement on Changing the Contract for the Transfer of the Right to Use State-owned Construction Land" with the Dongguan Municipal Bureau of Natural Resources, agreeing to adjust the completion date of the liquid metal project to before January 8, 2027. At present, the construction of the liquid metal project is progressing in an orderly manner.

Pengxin Resources: The rehabilitated production line of the West Concentrator Plant in South Africa has begun to be officially put into operation

Pengxin Resources (600490) disclosed the progress of the resumption project of the West Concentrator Plant in South Africa on the evening of December 18. The company's holding subsidiary, CAPMTM, plans to invest 55 million South African rand for the resumption of production of the western concentrator plant. The West Concentrator is located near the CAPM-7 wellhead in South Africa and has historically been a processing plant for the production of gold ore in and around the company, and the resumption of production will only be for the rehabilitation of some of the equipment in the production process and will not involve changes to the production process. With the steady progress of various preparations, the key equipment of the production line has been commissioned, and the overall operation of the equipment has reached the standards required for resumption of production. Up to now, the repaired production line of the West Concentrator has been officially put into operation, and has produced synthetic gold, with an estimated production capacity of 70,000 tons/month after it is put into operation. After the resumption of production, the West Concentrator will gradually process the ore mined in the Tau and P1 mines.

Tianqi shares: the holding subsidiary plans to sell assets for 153 million yuan

Tianqi Co., Ltd. (002009) announced on the evening of December 18 that in order to focus on the development of the main business and optimize the asset structure, Jiangsu Tianqi Heavy Industry, a holding subsidiary of the company, intends to sell the land use rights, buildings and attachments under its name located at No. 99 Huicheng Road, Huishan Economic Development Zone, Wuxi City, to Wuxi Longdi Precision Forging Co., Ltd. (hereinafter referred to as "Longdi Precision") at a consideration of 153 million yuan. The sale of assets will not affect the daily production and operation of Jiangsu Tianqi Heavy Industry, and will generate corresponding asset disposal gains. After the delivery of the assets, depending on the actual demand, Jiangsu Tianqi Heavy Industry intends to lease part of the underlying assets to Longdi Precision for production and operation.

SDIC Intelligence: It plans to transfer 40% of the equity of SDIC Cloud Network to SDIC Group

SDIC Intelligent (300188) announced on the evening of December 18 that in order to support its wholly-owned subsidiary, SDIC Cloud Network Digital Technology Co., Ltd. (hereinafter referred to as "SDIC Cloud Network"), to improve its ability to serve the informatization construction and digital governance of SDIC Group, the company intends to transfer 40% of the equity of SDIC Cloud Network to SDIC Group for 80.70904 million yuan. After the completion of the transaction, the company directly holds 60% of the equity of SDIC Cloud Network, and SDIC Group directly holds 40% of the equity of SDIC Cloud Network. The company is a holding subsidiary of SDIC Intelligent Technology, which is a wholly-owned subsidiary of SDIC Group.

Editor-in-charge: Chen Lixiang

Proofreading: Liao Shengchao