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

[Hot Spots].

Zangge Mining: Planning for the change of control of the company will be suspended from the 10th

Zangge Mining (000408) announced on the evening of January 9 that the company recently received a notice from the controlling shareholder Zangge Venture Capital and its concerted actors, as well as the second largest shareholder Xinsha Hongyun Investment, that it is planning a share transfer, and the total share transfer ratio is expected to account for 24.72% of the company's total share capital, which may involve a change of control of the company. The counterparty to the transaction is Zijin Mining Group Co., Ltd. or its holding subsidiary. The company's shares have been suspended since the market opened on the morning of January 10, and it is expected that the suspension will not exceed 2 trading days.

Dianguang Technology: The company does not need to disclose the performance forecast

Dianguang Technology (002730) issued an announcement on the evening of January 9 on stock trading changes, saying that the company does not need to disclose the performance forecast. There has been no material change in the company's fundamentals, and there is no material information that should have been disclosed but was not disclosed. The company's stock price has risen sharply in the short term, and there may be a downside risk after a large short-term increase.

Hyde Control: There may be a risk of overheating market sentiment and irrational speculation

Hyde Control (002184) issued an announcement on the evening of January 9 on serious changes in stock trading, saying that the company's main business can be summarized as digital business and green business. The digital business includes industrial electrical automation business and industrial information business; The green business includes high-power power electronic products business and new energy storage business. The company's current price-earnings ratio and price-to-book ratio are quite different from those in the same industry, and the turnover rate is high, and there may be risks of overheating market sentiment and irrational speculation.

Jinghua New Materials: The main business does not involve "liquid metal heat dissipation materials".

Jinghua New Materials (603683) issued a stock trading change announcement on the evening of January 9, saying that recently, there are market rumors that the company is involved in the concept of "liquid metal heat dissipation", and the company's main business covers the research and development, production and sales of industrial adhesive materials, electronic and optical adhesive materials, and special paper, and does not involve "liquid metal heat dissipation materials" at present.

Wankong Intelligent Manufacturing: The company's main products and revenue sources have not changed

Sanlian Board Wankong Intelligent Manufacturing (603070) issued a risk warning announcement on the evening of January 9, saying that the company is currently engaged in the business of power distribution switch control equipment, and its main products are high and low voltage electrical cabinets, ring main unit equipment, gas-insulated switchgear equipment, etc., and the main products and main sources of income have not changed. Affected by factors such as the macroeconomic situation and the lack of effective demand in downstream industries, the company's operating income and net profit declined in the first three quarters of 2024. Investors are advised to pay attention to the risks of business performance and make prudent decisions.

Gongjin shares: data center-related business has limited impact on the company's short-term performance

Gongjin Co., Ltd. (603118) issued an announcement on stock trading changes on the evening of January 9, saying that the concept of data center switches has attracted high market attention recently. The company's main business income is mainly Netcom and data communication business, and the high-speed switches used in data centers in the data communication business, especially the 400G and 800G switch business revenue, account for a small proportion of the company's main business income, which has a limited impact on the company's short-term performance. In addition, the switch customers are mainly domestic customers, and the switch revenue of overseas customers accounts for a relatively small amount. Investors are advised to invest rationally and pay attention to preventing investment risks.

Liding Optoelectronics: AR glasses or AI glasses are not the main application fields of the company's optical products

Liding Optoelectronics (605118) issued a stock trading change announcement on the evening of January 9, saying that some media classified the company as the concept of AI glasses, the company's main optical lens business, optical products are mainly used in security video surveillance, smart home, vehicle systems, machine vision and other downstream application fields, etc., the company's product business model is biased towards customization, multi-variety, small amount, wide range of applications and relatively scattered. AR glasses or AI glasses are not the main application fields of the company's optical products, and the scale is currently very small, accounting for less than 1% of the company's operating income, and will not have a significant impact on the company's performance.

Seagull: Revenue from nuclear power and data computing center customers accounts for less than 1%.

Seagull (603269) issued an announcement on the evening of January 9 on the change of stock trading, saying that the company's main business has not changed, and the operating income of the company's holding subsidiary Suzhou Lumeng Hydrogen Energy Technology Co., Ltd. in 2024 accounts for about 2.5% of the company's operating income, which is relatively small and has no significant impact on the company's performance. The company itself is not engaged in nuclear power and data computing center business, and the current operating income from nuclear power and data computing center customers accounts for less than 1%, and there is uncertainty about the follow-up of related business.

Xiamen International Trade 2024 medium-term profit distribution plan: 10 distributions of 1.6 yuan

Xiamen International Trade (600755) disclosed the 2024 interim profit distribution plan on the evening of January 9, planning to distribute cash dividends of 0.16 yuan (tax included) per share to all shareholders, with a total cash dividend of 347 million yuan, accounting for 48.71% of the company's net profit in the first three quarters of 2024.

Covestro Technologies: A new generation of intelligent radio baseband processing chips has completed trial production tape-out

Covestro Technology (688788) announced on the evening of January 9 that the new generation of intelligent radio baseband processing chip developed by Shenzhen High-chip Stone Technology Co., Ltd., a subsidiary of the company, has completed the trial production tape-out work, and the chip has been lit back to the film, and the R&D project has achieved phased results. In the future, Gaoxin Stone will continue to promote the comprehensive testing of chip functions and performance.

[Mergers and acquisitions].

Guotai Junan's share swap and merger with Haitong Securities were approved by the Mergers and Acquisitions Committee of the Shanghai Stock Exchange

Guotai Junan (601211) announced on the evening of January 9 that on January 9, the company's share exchange to absorb and merge Haitong Securities and raise matching funds and related party transactions were approved by the Mergers and Acquisitions and Reorganization Committee of the Shanghai Stock Exchange.

Jingce Electronics: It is planned to acquire 72.5% of the shares of Jiangmen Jingce for 88.5 million yuan

Jingce Electronics (300567) announced on the evening of January 9 that the company intends to acquire 72.5% of the equity of Jiangmen Jingce Electronic Technology Co., Ltd. (hereinafter referred to as "Jiangmen Jingce") held by Jiangmen Guanghui Xince Technology Partnership (Limited Partnership) for 88.5 million yuan. After the completion of the transaction, the company will hold 100% of the equity of Jiangmen Jingce, resulting in a change in the scope of the company's consolidated financial statements.

Daye shares: plans to acquire a minority stake in Daye New Materials, a holding subsidiary

Daye shares (603278) announced on the evening of January 9 that the company intends to participate in the acquisition of 19.44% of the shares held by minority shareholders of Shandong Daye New Materials Co., Ltd. (hereinafter referred to as "Daye New Materials"), a holding subsidiary, through open bidding and delisting, with a transfer reserve price of 431 million yuan. If successfully delisted, the company will hold 100% of the equity of Daye New Materials, and Daye New Materials will become a wholly-owned subsidiary of the company.

[Business performance].

Xizi Clean Energy: Net profit in 2024 is expected to increase by 633% to 816% year-on-year

Xizi Clean Energy (002534) released a performance forecast on the evening of January 9, and it is expected that the net profit in 2024 will be 400 million yuan to 500 million yuan, a year-on-year increase of 633%-816%. During the reporting period, the quality of the company's orders improved significantly, and the gross profit margin of sales increased well; In 2024, the investment income recognized by the company from the transfer of equity in the participating companies increased.

Zhongshi Technology: Net profit in 2024 is expected to increase by 157.6% year-on-year to 198.28%.

Zhongshi Technology (300684) announced on the evening of January 9 that it is expected to have a net profit of 190 million yuan to 220 million yuan in 2024, an increase of 157.6%-198.28% year-on-year. With the recovery of demand in the consumer electronics industry, the company has gradually expanded the terminal product business of major North American customers except mobile phones, and the volume and share of new products and new projects have increased; Under the empowerment of AI, new product iterations and new heat dissipation solutions in consumer electronics, digital infrastructure and other industries are emerging one after another, and the company, as a leading enterprise in the field of heat dissipation, has gradually increased the volume of new projects.

Yuheng Pharmaceutical: Net profit in 2024 is expected to increase by 74.51% year-on-year to 107.75%.

Yuheng Pharmaceutical (002437) released a performance forecast on the evening of January 9, and it is expected that the net profit in 2024 will be 210 million yuan - 250 million yuan, a year-on-year increase of 74.51% - 107.75%. During the reporting period, the sales volume and sales revenue of some core products increased, such as Annao pills/tablets, multivitamins for injection (12), deer melon polypeptide injection, and pravastatin sodium tablets. The company sold all the shares of Yuheng Biotech in 2023, and the loss of Yuheng Biotech will no longer affect the company's profit and loss in 2024.

Crystal Optoelectronics: Net profit in 2024 is expected to increase by 66.6% to 86.59% year-on-year

Crystal Optoelectronics (002273) released a performance forecast on the evening of January 9, and it is expected that the net profit in 2024 will be 1 billion yuan - 1.12 billion yuan, a year-on-year increase of 66.6% - 86.59%. In 2024, the company will closely follow the recovery pace of the global consumer electronics industry, actively grasp the industrial upgrading opportunities brought by the artificial intelligence model, and successfully realize the structural transition from a single large single product to a diversified large single product, promoting the company's business scale to a new peak and continuously enhancing its profitability.

Haid Group: Net profit in 2024 is expected to increase by 55.04% to 75.1% year-on-year

Haid Group (002311) released a performance forecast on the evening of January 9, and it is expected that the net profit in 2024 will be 4.25 billion yuan - 4.8 billion yuan, a year-on-year increase of 55.04% - 75.1%. For the full year of 2024, the company achieved feed sales of approximately 26.5 million tonnes (including approximately 2.1 million tonnes of internal aquaculture consumption), representing a year-on-year increase of approximately 9%, further increasing its market share. The breeding business has been steadily promoted, and the professional ability has continued to improve.

Yunji Group: Net profit in 2024 is expected to increase by 50.07% year-on-year to 74.99%.

Yunji Group (001288) released a performance forecast on the evening of January 9, and it is expected that the net profit in 2024 will be 154 million yuan - 179 million yuan, a year-on-year increase of 50.07% - 74.99%. During the preview period, the company's initial stock fundraising projects have all been completed and put into production, the production capacity has been further released, the delivery capacity has been further improved, and the scale of sales revenue has been greatly increased; The company's overseas revenue has increased significantly, enhancing profitability.

COSCO SHIPPING Energy: Net profit is expected to increase by about 17.2% year-on-year in 2024

COSCO SHIPPING Energy (600026) announced on the evening of January 9 that it is expected to achieve a net profit attributable to shareholders of listed companies of about 3.96 billion yuan in 2024, an increase of about 17.2% compared with the same period last year (after restatement); The net profit attributable to shareholders of the listed company was approximately RMB3.95 billion, representing a decrease of approximately 4.4% compared with the same period last year (after restatement). In 2024, the international oil transportation market as a whole will continue to be relatively prosperous, and show a trend of diluting seasonal characteristics.

Guangha Communication: Net profit in 2024 is expected to increase by 11.09% to 29.06% year-on-year

Guangha Communication (300711) released a performance forecast on the evening of January 9, and it is expected that the net profit in 2024 will be 68 million yuan - 79 million yuan, a year-on-year increase of 11.09% - 29.06%. In 2024, the company will promote the signing and delivery of new orders in the field of intelligent command and dispatch of electric power and national defense, and maintain revenue growth; At the same time, the company actively explores new markets and blossoms in the fields of digital railway, smart emergency response, and digital safety control to help the company's performance grow.

Lanke High-tech: In 2024, it is expected to lose about 87.62 million yuan, a year-on-year loss

Lanke High-tech (601798) announced on the evening of January 9 that it is expected to have a net profit loss of about 87.62 million yuan in 2024, a loss of about 52 million yuan compared with the same period last year. During the reporting period, the company's new orders in the first three quarters decreased significantly year-on-year, although the new orders signed in the fourth quarter increased year-on-year, but due to the impact of the long production cycle of the main products, the annual product delivery volume decreased significantly year-on-year, and the operating income in 2024 is expected to be about 675 million yuan, a year-on-year decrease of about 40%. During the reporting period, the company strengthened the management and collection of accounts receivable, and achieved good results, resulting in a significant year-on-year decrease in credit impairment losses, which was the main reason for the company's year-on-year loss.

Lekai Film: It is expected to lose 55.2 million yuan to 66.2 million yuan in 2024

Lekai Film (600135) announced on the evening of January 9 that it is expected to have a net profit loss of 55.2 million yuan to 66.2 million yuan in 2024, an increase of 8.54 million yuan to 19.54 million yuan compared with the same period last year. During the forecast period, affected by the changes in supply and demand in the industry, the demand for solar backsheets declined, the sales volume decreased significantly, and the profitability of products declined.

*ST Pharmaceutical: In 2024, it will lose 30 million to 36 million yuan or be terminated from listing

*ST Pharmaceutical (603963) released a performance forecast on the evening of January 9, and the company expects a net profit of -30 million yuan to -36 million yuan in 2024; The net profit after deduction was -32 million yuan to -39 million yuan. It is estimated that the operating income in 2024 will be 62 million yuan to 74 million yuan, and the operating income after deducting the business income unrelated to the main business and the income without commercial substance will be 60 million yuan to 70 million yuan, which is less than 300 million yuan. If the company's audited total profit, net profit or non-net profit in 2024 is negative, and the operating income after deducting business income unrelated to the main business and income without commercial substance is less than 300 million yuan, the company's shares may be terminated by the Shanghai Stock Exchange after the disclosure of the 2024 annual report.

USI: Consolidated revenue in 2024 will be 60.691 billion yuan, a year-on-year decrease of 0.17%.

USI (601231) announced on the evening of January 9 that the company's consolidated operating income in December 2024 was 5.169 billion yuan, a decrease of 4.29% year-on-year and 3.87% month-on-month. The consolidated operating income in 2024 will be 60.691 billion yuan, a year-on-year decrease of 0.17%.

Xiamen Airport: Passenger throughput increased by 12.72% year-on-year in December 2024

Xiamen Airport (600897) announced on the evening of January 9 that a total of 16,200 aircraft takeoffs and landings in December 2024 will be made, a year-on-year increase of 9.09%; the passenger throughput totaled 2,295,900, a year-on-year increase of 12.72%; The cargo and mail throughput totaled 35,500 tons, a year-on-year increase of 14.56%.

Luo Niushan: In 2024, the sales revenue of live pigs will be 1.306 billion yuan, a year-on-year decrease of 2.3%.

Luo Niushan (000735) announced on the evening of January 9 that 66,200 live pigs will be sold in December 2024, with a sales revenue of 134 million yuan, with month-on-month changes of 40.31% and 36.46%, and year-on-year changes of -7.82% and 20.21% respectively. In 2024, the company will sell a total of 690,700 live pigs, a year-on-year decrease of 11.35%; The cumulative sales revenue was 1.306 billion yuan, a year-on-year decrease of 2.3%.

[Increase, decrease or decrease & repurchase].

Jiechuang Intelligence: The total number of controlling shareholders is not less than 15 million yuan to increase their shareholdings

Jiechuang Intelligent (301248) announced on the evening of January 9 that Sun Chao, one of the company's controlling shareholders, one of the actual controllers and chairman of the board, increased his holdings of 370,700 shares of the company by centralized bidding transactions on January 7 and January 8, and planned to increase his holdings of the company's shares by himself or the subjects controlled by him, including but not limited to centralized bidding transactions and block transactions, with an increase of not less than 10 million yuan. Long Fei, one of the company's controlling shareholders, actual controllers, directors and presidents, increased his holdings of 134,200 shares of the company by centralized bidding on January 7, and plans to increase his holdings of the company's shares by means of centralized bidding transactions and block transactions, with an increase of not less than 5 million yuan.

Sanhe pipe pile: the controlling shareholder plans to increase its shareholding by 40 million to 80 million yuan

Sanhe Pipe Pile (003037) announced on the evening of January 9 that the controlling shareholder Building Materials Group intends to increase its holdings of the company's shares through centralized bidding with its own funds and shares within 6 months, with an increase of not less than 40 million yuan and no more than 80 million yuan. Zhongshan Branch of China Construction Bank issued a loan commitment letter to Building Materials Group, with a loan amount of 45 million yuan.

Beichen Industrial: The period of the controlling shareholder's shareholding increase plan was extended by 6 months

Beichen Industrial (601588) announced on the evening of January 9 that the controlling shareholder Beichen Group plans to increase its holdings of the company's shares in a centralized bidding transaction within 6 months from July 10, 2024, with a cumulative increase of 35 million yuan to 70 million yuan. At present, Beichen Group has increased its holdings of 11,691,700 shares of the company, accounting for 0.35% of the company's total share capital, with a cumulative increase of 17,553,900 yuan (excluding transaction costs). On January 9, the company received a letter from Beichen Group, which intends to extend the period of the shareholding increase plan for 6 months to July 8, 2025, and other contents of the shareholding increase plan remain unchanged.

Huhua shares: It is planned to repurchase shares from 19 million yuan to 20 million yuan

Huhua shares (003002) announced on the evening of January 9 that the company intends to repurchase shares with 19 million yuan - 20 million yuan for equity incentives or employee stock ownership plans, if not implemented within 36 months after the completion of the share repurchase, the repurchased shares should be cancelled. The price of the repurchased shares shall not exceed 30 yuan per share.

Dimensity Technology: The upper limit of the repurchase price was adjusted from 8 yuan per share to 19.5 yuan per share

Tianji Technology (300245) announced on the evening of January 9 that in view of the recent company's stock price continued to exceed the upper limit of the repurchase price proposed by the share repurchase plan, based on the confidence in the company's sustainable and stable development in the future and the recognition of the company's value, and in order to ensure the smooth implementation of the share repurchase plan, the company adjusted the upper limit of the repurchase price from 8 yuan / share to 19.5 yuan / share.

AGS: Paradise Silicon Valley and other companies will reduce their holdings of no more than 3% of the company's shares

AGS (688581) announced on the evening of January 9 that Suzhou Yuansheng Private Equity Fund Management Partnership (Limited Partnership) - Suzhou Industrial Park Xinjian Yuan Phase II Venture Capital Enterprise (Limited Partnership) holds 4.99% of the company's shares; Hangzhou Paradise Silicon Valley Venture Capital Management Co., Ltd. - Ningbo Paradise Silicon Valley Zhenghui Equity Investment Partnership (Limited Partnership) (hereinafter referred to as "Paradise Silicon Valley") holds 3.5% of the company's shares. The above-mentioned shareholders intend to reduce their holdings of no more than 1.5% of the company's shares respectively. There is no person acting in concert with the above-mentioned shareholding reduction entities.

Dali Cap: Panxin Investment intends to reduce its holdings of no more than 4.5% of the company's shares

Dali Cap (301566) announced on the evening of January 9 that Beijing Panmao Investment Management Co., Ltd. - Panxin (Shanghai) Investment Center (Limited Partnership) (hereinafter referred to as "Panxin Investment") holds 17.14% of the company's shares, and plans to reduce the company's shares by centralized bidding and block trading in a total of no more than 18,000,500 shares, accounting for 4.5% of the company's total share capital.

[Winning the Contract].

Guoke Military Industry: A wholly-owned subsidiary signed a sales contract of 739 million yuan

Guoke Military Industry (688543) announced on the evening of January 9 that recently, the company's wholly-owned subsidiary, Pioneer Company, and Jiujiang Guoke received the 2025 annual order contract for two types of main ammunition and other ammunition products signed with a unit, with a total contract amount of 739 million yuan (tax included).

Dongan Power: Secured 5 new market designation agreements in the fourth quarter of 2024

Dongan Power (600178) announced on the evening of January 9 that in the fourth quarter of 2024, the company's new market development has obtained a total of 5 new market fixed-point agreements from 4 companies, including 2 new development customers. The above-mentioned projects are expected to have a life cycle of 5-10 years, with a total sales volume of 400,000 units, of which 2 projects involving new energy markets are expected to sell 200,000 units.

Shenwu Energy Conservation: The holding subsidiary signed a major contract of 1.003 billion yuan

Shenwu Energy Conservation (000820) announced on the evening of January 9 that Jiangsu Metallurgical Design Institute Co., Ltd., a holding subsidiary, and Zhongqing Shihe Subsidiary recently signed the "Zhongqing Advanced Battery Manufacturing (Shihezi) Co., Ltd. 6GW High-efficiency Battery Intelligent Manufacturing Project General Contracting Contract", with a tentative price of 1.003 billion yuan and a construction period of 439 days.

Dali Technology: Signed a contract of 71 million yuan for the development of optoelectronic systems

Dali Technology (002214) announced on the evening of January 9 that the company recently received a contract signed with a customer for the development of a certain type of optoelectronic system, with a contract amount of 71 million yuan, accounting for 27.89% of the company's operating income in 2023, which will have a positive impact on the company's operating performance in the following years.

[Other].

Baotou Iron and Steel Co., Ltd.: It is planned to adjust the price of rare earth concentrate related transactions in the first quarter

Baotou Iron and Steel Co., Ltd. (600010) announced on the evening of January 9 that the company intends to adjust the price of rare earth concentrate related transactions in the first quarter of 2025 to 18,618 yuan/ton excluding tax (dry volume, REO=50%), and the price of REO will increase or decrease by 372.36 yuan/ton for every 1% increase or decrease excluding tax.

Xuelang Environment: The holding subsidiary terminated its investment in the solid waste resource utilization project

Xuelang Environment (300385) announced on the evening of January 9 that previously, the company's holding subsidiary, Nanjing Excellence, planned to invest in the construction of a solid waste resource utilization project, with an estimated investment of about 300 million yuan. Up to now, about 18.32 million yuan has been invested in the project. Based on the comprehensive consideration of the current industrial policy and changes in the market environment, the company intends to decide to terminate the investment and construction of the project.

China Energy Construction: Hubei Yingcheng Compressed Gas Energy Storage Demonstration Project is connected to the grid at full capacity

China Energy Construction (601868) announced on the evening of January 9 that in 2021, the company independently developed and proposed a "300 MW compressed air energy storage system solution", and invested in the construction of the world's first set of compressed air energy storage demonstration projects with a single power of 300 MW - Hubei Yingcheng 300 MW compressed air energy storage power station demonstration project (hereinafter referred to as "Yingcheng compressed air energy storage demonstration project"), the project has achieved full-capacity grid-connected power generation and entered the stage of stable commercial operation.