Announcement Highlights: Liyang Chip intends to acquire 100% equity of Guoxin Micro; Zhongbai Group reminds of risks
DATE:  Dec 30 2024

K 000759_0

K 688135_0]

[Hot Spots].

Zhongbai Group: At present, we have not received a specific implementation plan for Wushang Federation to solve the competition in the same industry

Zhongbai Group (000759) on the evening of December 30 issued an announcement on abnormal fluctuations in stock trading and serious abnormal fluctuations and risk warnings. Do you want to inject all the supermarket business under Wushang Group into your company? The company's valuation has risen sharply recently, and some investors suspect that the company is going to acquire Wushang Group as a customer, is it true? And so on. In order to avoid misleading investors with relevant information, the above matters are hereby clarified: the company held the eighth meeting of the 11th board of directors and the fourth extraordinary shareholders' meeting in 2024 on October 9 and October 25, 2024 respectively, and deliberated and passed the "Proposal on the Extension of Commitment of the First Largest Shareholder". The commitment after the extension is: Wuhan Shanglian (Group) Co., Ltd. (hereinafter referred to as "Wuhan Shanglian") will be within 5 years from the date of deliberation and approval of this proposal by the shareholders' meeting, and strive to use a shorter time to comprehensively use asset restructuring, business adjustment, entrusted management and other methods to realize the separate operation of the two companies, and solve the problem of competition between the two companies as soon as possible. At present, the company has not received the specific implementation plan of the Wushang Federation.

[Increase or decrease in holdings].

Roborock: The actual controller promised not to reduce the company's shares within 6 months

Roborock (688169) announced on the evening of December 30 that Chang Jing, the controlling shareholder and actual controller of the company, voluntarily promised not to reduce his holdings of the company's shares through centralized bidding transactions and block transactions within 6 months from December 30, 2024. During the above-mentioned commitment period, if new shares are generated by the conversion of capital reserve into share capital, distribution of stock dividends, allotment of shares, etc., the commitment not to reduce holdings shall also be observed.

Jinshiyuan: The controlling shareholder intends to increase his shareholding in the company with 270 million yuan to 540 million yuan

Jinshiyuan (603369) announced on the evening of December 30 that the company's controlling shareholder, Jinshiyuan Group, intends to increase its holdings of the company's shares by 270 million yuan to 540 million yuan, and the increase price does not exceed 46 yuan per share (including this number).

Jingsheng shares: shareholders plan to reduce their holdings of no more than 2% of the company's shares

Jingsheng Co., Ltd. (688478) announced on the evening of December 30 that Nanjing Mingchun Technology Co., Ltd. (hereinafter referred to as "Mingchun Technology"), a shareholder of 11.34% of the company's shares, intends to reduce its holdings of the company's shares by no more than 2,767,300 shares, not exceeding 2% of the company's total share capital.

[Contract Winning Bid].

Wansheng Intelligence: Pre-won the bid for about 229 million yuan of China Southern Power Grid project

Wansheng Intelligent (300882) announced on the evening of December 30 that China Southern Power Grid Co., Ltd. announced on December 27, 2024 that it would announce the "Announcement of the Winning of the Second Batch of Framework Bidding Projects for Metering Products of China Southern Power Grid Corporation in 2024". The company is one of the winning candidates for the above projects, and according to the number of pre-winning bids and quotation calculations, it is expected that the total amount of winning bids will be about 229 million yuan, accounting for about 20.49% of the company's audited operating income in 2023.

Hainan Development: Signed a strategic cooperation agreement

Hainan Development (002163) announced on the evening of December 30 that the company and China Railway Construction Kunlun Investment Group Co., Ltd. and Guangdong Tus-Technology Development and Investment Group Co., Ltd. plan to actively seize market opportunities through tripartite advantages and complementary resources, and jointly establish long-term and comprehensive strategic cooperative relations in the fields of engineering construction, new energy, new materials, industrial park development and operation, etc., to achieve mutual benefit and win-win and high-quality development, and recently signed a strategic cooperation agreement.

CRRC: Recently, several contracts have been signed with a total value of about 69.35 billion yuan

CRRC (601766) announced on the evening of December 30 that the company has recently signed a number of contracts (mainly from August to December 2024), with a total amount of about 69.35 billion yuan, and the total amount of the above contracts accounts for about 29.6% of the company's operating income in 2023 under Chinese accounting standards.

Huadian Science and Industry: Signed a construction general contracting contract of about 1.958 billion yuan

Huadian Science and Industry (601226) announced on the evening of December 30 that recently, the company and China Energy Construction Group Guangdong Electric Power Design and Research Institute Co., Ltd. signed the "Huadian Yangjiang Sanshan Island 6500,000 kilowatt offshore wind power project EPC general contracting project construction general contracting project construction general contracting contract", the total construction period is 18 months (from the start of construction to the completion of preliminary acceptance), the contract amount is about 1.958 billion yuan (tax included), the contract amount accounts for about 27.29% of the company's latest audited operating income.

Tuojing Technology: The holding subsidiary signed an equipment purchase contract

Tuojing Technology (688072) announced on the evening of December 30 that the company's holding subsidiary, Tuojing Key, intends to sign an equipment procurement contract with Shanghai Jiyi Technology Co., Ltd. (hereinafter referred to as "Jiyi Technology") to purchase a silicon carbide etching equipment from Jiyi Technology, which will help improve the production capacity of Tuojing Keykey and provide guarantee for the industrialization of new products, with a total contract amount of about 10 million yuan (tax included).

Zhengping shares: the holding subsidiary won the bid for a total of 272 million yuan project

Zhengping Co., Ltd. (603843) announced on the evening of December 30 that recently, Guizhou Water Conservancy Industry Co., Ltd., a subsidiary of the company, has won the bid for 3 projects, with a total bid amount of 272 million yuan.

Longsheng Technology: Won the designation of the semi-assembly project of the drive motor of new energy commercial vehicles

Longsheng Technology (300680) announced on the evening of December 30 that the company recently received a designated notice from Bosch Automotive Systems (Wuxi) Co., Ltd. (hereinafter referred to as "Bosch"), and the company was selected by Bosch as a supporting supplier for the project of "New Energy Commercial Vehicle Drive Motor Semi-assembly". The fixed-point plan will start mass production in 2025, and the specific mass production time will be arranged according to the customer's production plan, and is not expected to have a significant impact on the company's performance this year.

Wanyi Technology: The product is planned to be selected by the Guangdong Alliance ultrasonic cutter head for centralized procurement

Wanyi Technology (688600) announced on the evening of December 30 that the company participated in the bidding of the Guangdong Alliance Ultrasonic Knife Head and Prefilled Catheter Irrigator Centralized Procurement Project, according to the Shenzhen Exchange Group Co., Ltd. (Shenzhen Public Resources Trading Center) issued the "Ultrasonic Knife Head and Prefilled Catheter Irrigator Centralized Procurement Agreement Expiration Continued Procurement Results", the company's ultrasound soft tissue surgery equipment 3mm ultrasonic knife head and 5mm ultrasonic knife head 2 varieties to be selected for this centralized procurement.

Juhua Technology: Pre-won the bid for about 276 million yuan of China Southern Power Grid bidding project

Juhua Technology (300360) announced on the evening of December 30 that China Southern Power Grid Co., Ltd. announced on December 27, 2024 that it would "China Southern Power Grid Corporation 2024 Bidding Project for the Second Batch of Framework Bidding Projects for Metering Products", and the company is the winning candidate, with an estimated total amount of about 276 million yuan.

Zhenhua Heavy Industries: Signed a contract of about 1.461 billion yuan with OCP Moroccan Phosphate Group

Zhenhua Heavy Industries (600320) announced on the evening of December 30 that recently, the company and OCP Moroccan Phosphate Group reached a consensus on the procurement of the bulk cargo system project in Safi Port, Morocco and related matters, and signed a contract agreement, with a total contract amount equivalent to about 1.461 billion yuan.

XGIMI Technology: A wholly-owned subsidiary received the customer's second development designation notice

XGIMI Technology (688696) announced on the evening of December 30 that Yibin XGIMI Optoelectronics Co., Ltd. (hereinafter referred to as "Yibin XGIMI"), a wholly-owned subsidiary of the company, recently received the second development fixed-point notice from a well-known domestic automobile OEM, Yibin XGIMI will become the designated supplier of the vehicle-mounted projector of a project of the customer, and supply intelligent cockpit display products for the new models of its project.

Dawnrays shares: obtained the quota of live pigs for Hong Kong and Macao in 2025

Dawnrays (001201) announced on the evening of December 30 that the company recently received a letter from the Department of Commerce of Guangdong Province "Notice of the Department of Commerce of Guangdong Province on Issuing the 2025 Live Livestock and Poultry Quota for Hong Kong and Macao", according to the "Notice of the Ministry of Commerce on Issuing the First Allocation of Agricultural Products Export Quota in 2025", combined with the export situation of enterprises in Guangdong Province in 2024, the company is now allocated 126,900 live pigs for Hong Kong and 653 for Macao in 2025.

Tengda Construction: Won the bid for a 187 million yuan project

Tengda Construction (600512) announced on the evening of December 30 that recently, the company received the "Notice of Winning the Bid" issued by the Hangzhou Urban Infrastructure Construction Management Center, and determined that the company was the winning bidder of the "Liangxiang Road North Extension (Hangzhou-Changzhou Expressway-East-West Avenue) Project". The winning bid price is 187 million yuan.

Tong Ren Tang: Signed a framework agreement for brand use license

Tong Ren Tang (600085) announced on the evening of December 30 that the "Tong Ren Tang" trademark and trade name are owned by Tong Ren Tang Group, in order to fully safeguard the interests of all parties, reasonably protect the value of state-owned assets, and ensure the continuous and stable production and operation of the company and its holding subsidiaries, the company and its holding subsidiaries Tong Ren Tang Technology and Tong Ren Tang Commercial intend to sign the "Brand Licensing Framework Agreement" with Tong Ren Tang Group respectively, with a term of three years, stipulating that the company, Tong Ren Tang Technology, Tong Ren Tang Commerce and its subordinates will use "Tong Ren Tang" The brand's enterprise pays Tong Ren Tang Group for the use of the "Tong Ren Tang" brand. Tong Ren Tang Group holds 52.45% of the company's equity and is the controlling shareholder of the company, and this transaction constitutes a connected transaction.

[Change in equity].

Tony Electronics: The controlling shareholder terminated the agreement to transfer part of the company's shares

Tony Electronics (603595) announced on the evening of December 30 that the controlling shareholder terminated the agreement to transfer part of the company's shares. Previously, Shen Xinfang, the controlling shareholder and actual controller, agreed with Changfeng Fund to transfer 5.98% of the company's shares held by him to Changfeng Fund by agreement; Shen Xinfang, Shen Xiaoyu and Tianying Fund agreed to transfer 2.08% of the company's shares held by Shen Xinfang to Tianying Fund by agreement, and Shen Xiaoyu's 3.9% shares of the company to Tianying Fund by agreement. The company held an extraordinary general meeting of shareholders for general election, and Shen Xinfang was not elected as a director of the fourth board of directors of the company. According to the relevant regulations, directors, supervisors and senior managers shall not transfer their shares of the company within half a year after leaving their posts.

[Significant investment].

Tianjin Membrane Technology: It is planned to invest 30 million yuan in the Beijing-Tianjin-Hebei Venture Capital Fund of Membrane Materials

Tianjin Membrane Technology (300334) announced on the evening of December 30 that the company intends to participate in the investment in the Beijing-Tianjin-Hebei Venture Capital Fund of Membrane Materials (Limited Partnership) initiated and established by Beijing Hangke Junfu Private Equity Fund Management Center (Limited Partnership) (hereinafter referred to as "Membrane Materials Fund of Funds"). The company intends to subscribe and contribute 30 million yuan to the membrane material parent fund with its own funds as a limited partner. The target total subscribed capital of the membrane material fund is not less than 110 million yuan, focusing on investing in the Beijing-Tianjin-Hebei Venture Capital Fund (Limited Partnership) of Cangzhou Membrane Advanced Materials, and taking into account the direct investment of target enterprises in membrane materials and membrane-related fields.

Runda Medical: It plans to invest 26.8 million yuan to participate in the establishment of a venture capital fund

Runda Medical (603108) announced on the evening of December 30 that the company plans to jointly invest in the establishment of Fuzhou Xintou Zhikairuikang Venture Capital Fund Partnership (Limited Partnership) (hereinafter referred to as "Venture Capital Fund") with Zhikai Assets, Fuzhou Xintou, Fujian Berry and Shanghai Fukai Ruikang, mainly investing in projects in the field of medical and health. The total subscribed capital contribution of the venture capital fund is 134 million yuan, of which the company subscribes 26.8 million yuan as a limited partner, accounting for 20.00%.

Kaisheng New Energy: It plans to invest 373 million yuan to increase the capital of Jiangsu Kaisheng

Kaisheng New Energy (600876) announced on the evening of December 30 that the company plans to invest 373 million yuan to increase the capital of Jiangsu Kaisheng New Materials Co., Ltd. (hereinafter referred to as "Jiangsu Kaisheng"). After the completion of this capital increase, the company will hold 74.6% of the equity of Jiangsu Kaisheng.

Tianqi Co., Ltd.: A wholly-owned subsidiary plans to set up a joint venture company to carry out the recycling business of lithium battery materials

Tianqi shares (002009) announced on the evening of December 30 that recently, the company's wholly-owned subsidiary, Jiangxi Tianqi Jintaige Cobalt Co., Ltd. (hereinafter referred to as "Tianqi Jintaige") and Shenzhen Xinwangda Renewable Materials Co., Ltd. signed a "joint venture contract", and the two sides jointly invested in the establishment of a joint venture company to cooperate in the recycling of lithium battery materials. The registered capital of the joint venture company is 80 million yuan, of which Tianqi Jintaige contributes 36 million yuan with its own funds and holds 45% of the equity of the joint venture company.

SIPG Group: plans to invest 480 million yuan to participate in the investment of Shanghai Science and Technology Innovation Fund III

SIPG Group (600018) announced on the evening of December 30 that the company intends to invest 480 million yuan as a limited partner to participate in the investment in the third phase of the Shanghai Science and Technology Innovation Center Venture Capital Partnership (Limited Partnership) (hereinafter referred to as the "Shanghai Science and Technology Innovation Fund III") with its own funds. Shanghai Science and Technology Innovation Fund is a market-oriented operation fund established in 2017 in accordance with the deployment requirements of the Shanghai Municipal Party Committee and the Municipal Government, aggregating financial capital and industrial groups through the state-owned assets operation platform, with the core mission of serving the construction of Shanghai Science and Technology Innovation Center.

Northern Rare Earth: It is planned to invest 153 million yuan to set up a joint venture company to build a rare earth oxide separation production line project

North Rare Earth (600111) announced on the evening of December 30 that the company plans to invest 153 million yuan with its own funds to establish a joint venture with Fujian Jinlong Rare Earth Co., Ltd., a shareholding company of the company, North Jinlong (Baotou) Rare Earth Co., Ltd., and build a 5,000-ton rare earth oxide separation production line project with the new company as the main body. The registered capital of the new company is planned to be 300 million yuan, and the company holds 51% of the equity of the new company and is its controlling shareholder, and the new company will be included in the company's consolidated financial statements.

[M&A and reorganization].

Xinhua Medical: It is planned to acquire 36.19% of the shares of Zhongzhi Biotechnology for 166 million yuan

Xinhua Medical (600587) announced on the evening of December 30 that the company intends to acquire 36.19% of the shares of Wuhan Zhongzhi Biotechnology Co., Ltd. (hereinafter referred to as "Zhongzhi Biotechnology", stock code: 836834) at a price of 166 million yuan. Zhongzhi Biotech is mainly engaged in the R&D, production and sales of RNA molecular in vitro diagnostic kits and supporting instruments and consumables. After the completion of the equity acquisition, the company will become the controlling shareholder of Zhongzhi Biotech, and the board of directors of Zhongzhi Biotech will be reorganized, and after the reorganization of the board of directors of Zhongzhi Biotech, the company will include Zhongzhi Biotech in the scope of consolidated financial statements. The company subsequently plans to increase its capital to Zhongzhi Biotech through cash subscription.

Tianmai Technology: The controlling shareholder plans to change the control of the stock and suspend trading

Tianmai Technology (300807) announced on the evening of December 30 that the company's board of directors received a notice from the controlling shareholder Guo Jianguo on December 29, 2024 that Guo Jianguo and his concerted actors are planning a share transfer, and it is expected that the equity ratio involved in this transfer will not exceed 29.99%, and the counterparty belongs to the investment and asset management industry. In view of the fact that the above matters may lead to a change of control of the Company and there are still significant uncertainties, in order to avoid abnormal fluctuations in the Company's stock price, trading in the Company's shares will be suspended from the opening of the market on December 30, 2024, and the suspension is expected to last no more than 2 trading days.

Liyang Chip: It plans to acquire 100% of the shares of Guoxin Micro

Liyang Chip (688135) announced on the evening of December 30 that the company signed a letter of intent for equity transfer with Li Ling, a shareholder of Guoxin Micro (Chongqing) Technology Co., Ltd. (hereinafter referred to as "Guoxin"), to acquire 100% of the equity of Guoxin Micro held by the above-mentioned shareholders. If the acquisition is successfully implemented, it will develop in tandem with the company's existing main business and make up for the company's gap in the field of integrated circuit testing special chips.

Suzhou Good-Technetium: Plans to acquire 100% equity of New Silicon Energy

Suzhou Good-Technetium (002079) announced on the evening of December 30 that in order to further optimize the company's business structure, reduce related party transactions, and avoid competition in the same industry, the company intends to acquire 100% of the equity of New Silicon Energy Microelectronics (Suzhou) Co., Ltd. (hereinafter referred to as "New Silicon Energy") with its own funds, and the transaction price is determined to be 11.5 million yuan through friendly negotiation between all parties.

Neusoft Group: plans to purchase the equity of Sirui Technology

Neusoft Group (600718) announced on the evening of December 30 that the company intends to purchase a total of 57% of the shares of Shanghai Sirui Information Technology Co., Ltd. (hereinafter referred to as "Sirui Technology") from Shanghai Ruiying Talent Technology Group Co., Ltd. and Tianjin Ruiyi Enterprise Management Consulting Center (Limited Partnership) by paying cash. Sirui Technology focuses on enterprise digital transformation and information technology services in the fields of high-tech, Internet, and advanced manufacturing. Through this transaction, the company will continue to explore new business models such as digital services and focus on the digital service industry. In addition, the company intends to purchase 43% of the equity of Sirui Technology held by Neusoft Holdings through the issuance of A shares and raise matching funds.

[Refinancing].

Yandong Micro: It is planned to raise no more than 4.02 billion yuan for Nortel's integrated 12-inch integrated circuit production line project

Yandong Micro (688172) announced on the evening of December 30 that the company intends to raise no more than 4.02 billion yuan (including this number) from the controlling shareholder and actual controller Beijing Electronic Control, and the net amount after deducting the issuance costs is intended to be invested in Nortel's integrated 12-inch integrated circuit production line project and supplementary working capital.

[Other].

Sino-Singapore Group: Terminated the transfer of 100% equity of Sino-Singapore Heshun

Zhongxin Group (601512) announced on the evening of December 30 that the company previously authorized its holding subsidiary, Zhongxin Zhidi Suzhou Industrial Park Co., Ltd. (hereinafter referred to as "Zhongxin Zhidi") to transfer 100% of the equity of Zhongxin Suzhou Industrial Park Heshun Commercial Investment Co., Ltd. (hereinafter referred to as "Zhongxin Heshun") in phases through public listing transfer/agreement transfer (state-owned assets). After communicating with relevant market-oriented institutions, taking into account the scarcity of the project, and after re-investigation and evaluation, Zhongxin Zhidi intends to improve the overall operation of the commercial street at No. 36 Shuifang Road (promotion name: Xingshang Neighborhood) held by Zhongxin Heshun, and realize the effective management of assets by optimizing and increasing the project rent and asset securitization, so the company decided to terminate the transfer of 100% equity of Zhongxin Heshun.

Giti: The share reform plan cannot be disclosed in the past month

Giti (600182) announced on the evening of December 30 that the company could not disclose the share reform plan in the past month, so investors should pay attention to investment risks. At present, the number of shares held by shareholders of non-tradable shares who have proposed to change their shares has not yet reached the two-thirds limit stipulated in the Administrative Measures for the Reform of Equity Separation of Listed Companies.

Golden Ham: Decided to launch a campaign to invite shareholders to taste new products

Golden Ham (002515) announced on the evening of December 30 that the company decided to carry out activities to invite shareholders to taste new products. Shareholders are eligible to apply for shares of the Company registered in the Shenzhen Branch of China Securities Depository and Clearing Co., Ltd. as of the close of the afternoon of November 21, 2024 (including shareholders holding shares of the Company through margin trading). The campaign will run from December 31, 2024 to January 21, 2025. Each shareholder can get a 6% discount coupon and an 80% discount coupon each, and can purchase the corresponding special area products. In addition, a golden leg cake will be won by lottery, a total of 2,000 copies, which will be drawn from the number of successful applicants.

Fleanate: Jiaxing New Materials, a holding subsidiary, will temporarily suspend production

Fleanite (605566) announced on the evening of December 30 that in view of the current competitive environment in the photovoltaic industry and the current situation of poor sales and continuous losses of the holding subsidiary Jiaxing New Materials, the company decided to temporarily suspend production of Jiaxing new materials in the near future in order to fit the company's strategic development direction and reduce operating costs. The business operated by Jiaxing New Materials is not the main business of the company, and the temporary suspension of production will not adversely affect the company's normal production and operation activities and ability to continue operations.

Yuekang Pharmaceutical: The price of ginkgo biloba extract injection will be optimized and adjusted

Yuekang Pharmaceutical (688658) announced on the evening of December 30 that the company was concerned about the "Letter on Paying Attention to the Problem of False Invoicing and Manufacturing of "Two Sets of Prices" by Individual Pharmaceutical Enterprises issued by the Office of the National Medical Security Administration, which aroused widespread concern in the market. The "Letter of Concern" involves the company's product "Ginkgo Biloba Extract Injection", the company and the company's board of directors organized relevant personnel to verify the specific situation of the matter for the first time, and now the situation is explained as follows, in response to the "Letter of Concern", the company took the initiative to communicate with the Medical Security Bureau where the incident occurred, applied for optimization and adjustment of the price of Ginkgo biloba extract injection, and promised to put the product on the national network price from 24.1 yuan / branch, 18.14 yuan / branch (the winning bid price of centralized procurement in some provinces) is uniformly adjusted to 11.2 yuan/branch. At the same time, the company will actively participate in the national drug procurement work in the future. In the future, the company will adjust the price of Ginkgo biloba extract injection products in various provinces, autonomous regions, municipalities directly under the central government and other medical insurance bureaus and pharmaceutical centralized procurement institutions, and it is expected that the company will face risks such as declining operating income and gross profit margin. From a long-term perspective, lower prices will help improve access to medicines, which in turn will stimulate an upward trend in demand for drugs in the end market.

ST Spring: Received the administrative penalty decision

ST Spring (600381) announced on the evening of December 30 that the company recently received an administrative penalty decision issued by the Xining Municipal Supervision Bureau. After the "March 15" party in 2024, the company's subsidiaries in Chengdu, Beijing and Tibet have been subject to administrative penalties by their local market supervision and administration departments for violating relevant regulations. In November 2024, the Xining Municipal Supervision Bureau found in the investigation that the parties planned, compiled and printed the "Tinghua Internal Training Special Information Bag", "Tinghua Product Knowledge & Practical Questions and Answers", "Tinghua Wine Efficacy Folding" and introduced the products through the training of salesmen. The Xining Municipal Supervision Bureau ordered the company to stop the illegal acts and imposed an administrative penalty of a fine of 1.2 million yuan.

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