Today's Spotlight

[Boshi shares: shareholders Lianchuang plans to reduce their holdings of no more than 3% of the company's shares in the future].

Boshi shares (002698.SZ) announced that the company's shareholder of more than 5% of the company's shares, Lianchuang Future (Wuhan) Intelligent Manufacturing Industry Investment Partnership (Limited Partnership), plans to reduce the company's shares by block trading and centralized bidding transactions by no more than 30,676,800 shares, not more than 3% of the company's total share capital. The reduction period is three months after 15 trading days from the date of disclosure of the announcement. As of the disclosure date of this announcement, Lianchuang Future holds 14.2% of the company's shares, which is the single largest shareholder of the company and a non-controlling shareholder.

[Sany Heavy Industry: The chairman proposed to repurchase shares with 1 billion to 2 billion yuan].

Sany Heavy Industry (600031.SH) announced that the chairman of the company proposed to Wenbo to repurchase part of the company's RMB ordinary shares (A shares) in a centralized bidding transaction, with a total repurchase fund of not less than 1 billion yuan and no more than 2 billion yuan. The repurchased shares will be used for the employee stock ownership plan and will be cancelled in accordance with the law if they are not used for the above purposes within 36 months from the date of completion of the repurchase. The upper limit of the repurchase price shall not exceed 150% of the average trading price of the shares in the 30 trading days prior to the approval of the repurchase resolution by the board of directors.

[Nanshan Zhishang: Establish a strategic cooperative relationship with the Research Institute of Wuhan University and Hand Intelligence Innovation around the field of humanoid robots].

Nanshan Zhishang (300918.SZ) announced that the company recently signed a tripartite "strategic cooperation agreement" and "patent cooperation agreement" with the Research Institute of Wuhan University and Chitasmart Innovation on joint R&D and production cooperation in the field of humanoid robots. The strategic cooperation agreement determines the establishment of a long-term strategic partnership in industry, academia and research, which is valid for 5 years. The patent cooperation agreement aims to promote the application of ultra-high molecular weight polyethylene fibers in the field of robotics and jointly develop relevant patents in the field of humanoid robots. The two agreements are intent-based framework agreements and do not involve substantive transactions, related party transactions, or material asset restructurings.

[Hongjing Technology: Signed a 161 million yuan computing power server integration service contract].

Hongjing Technology (301396.SZ) announced that the company signed the "Project Integration Service Contract" with Company X, and the company provided computing server integration services to Company X, and the total amount of the contract signed was 161 million yuan including tax.

[Kid King: We will work with Tuya Smart and Volcano Engine to create an AI companion intelligent hardware product matrix].

Kid King (301078.SZ) announced that it has signed a "comprehensive cooperation agreement" with Tuya Smart, and the two sides will promote relevant work in the R&D and manufacturing of AI accompanying intelligent hardware products, intelligent twins development, and overseas cooperation. This cooperation is expected to promote Kidwang to achieve breakthroughs in the mother, baby and child market, AI+ consumption, and AI+ hardware tracks, and open up new performance growth points for the company. Based on this, KidKing and Tuya Smart have reached a comprehensive cooperation with Beijing Volcano Engine Technology Co., Ltd. (hereinafter referred to as "Volcano Engine"), based on this, KidKing will jointly build BYKIDs incubators, jointly research agents, jointly build an AI companion intelligent hardware product matrix, and promote related work in the first launch of KidKing's channels, marketing, sales, AI transformation of stores and live broadcasts, and joint development of overseas markets.

[2 Lianban Wanma shares: the existing humanoid robots, robot dog cable orders account for a relatively small amount].

Wanma shares (002276.SZ) announced that the company's stock trading price for two consecutive trading days closed price deviation of more than 20%, which is an abnormal fluctuation in stock trading. After verification, the company's robot cable products and Wanma Robot Zhilian CCa system are mainly used in the field of industrial robots, and are also gradually applied to humanoid robots and robot dog products. The existing order revenue of humanoid robots and robot dogs accounts for a relatively small amount, and the company's business development prospects in this field depend to a certain extent on the development and landing speed of robots and robot dogs in application scenarios, the customer's capacity release plan, and the company's comprehensive product strength and market expansion ability, there is a certain degree of uncertainty.

[Muyuan shares: net profit of 17.881 billion yuan in 2024 to be distributed in 10 distributions of 5.72 yuan].

Muyuan Co., Ltd. (002714.SZ) announced that the company will achieve operating income of 137.947 billion yuan in 2024, a year-on-year increase of 24.43%, and the net profit attributable to shareholders of listed companies will be 17.881 billion yuan, a year-on-year turnaround. The company intends to distribute a cash dividend of 5.72 yuan to all shareholders for every 10 shares, with a total dividend of 3.083 billion yuan (tax included).

[Chuangyao Technology: The cooperation with Haosen Intelligent in the field of industrial robots has no impact on the performance at present].

Chuangyao Technology (688259.SH) issued an announcement on abnormal fluctuations in stock trading, saying that the company has recently cooperated with Dalian Haosen Intelligent Manufacturing Co., Ltd. in the field of industrial robots, and the current relevant cooperation has no impact on performance, and there is great uncertainty in the future product research and development rhythm and sales scale.

Stock price movements

[Jujie Microfiber: does not provide products or services to any robot company].

Jujie Microfiber (300819.SZ) issued an announcement on abnormal fluctuations in stock trading, and recently, some investors mentioned "Suzhou Muscle Technology Co., Ltd." and "robots" and other related hot issues through the "Interactive Easy" platform of the Shenzhen Stock Exchange and other media platforms. Up to now, the subsidiary Suzhou Muscle Technology Co., Ltd. is still in the newly established stage and has not carried out any R&D, production and sales activities; The Company also does not provide products or services to any robotics company.

[Fu An shares: the pledge rate of shares held by the company's controlling shareholders and their persons acting in concert is relatively high].

Fu An shares (603315.SH) issued a stock trading risk warning announcement, the company's stock price has closed at the limit price for 3 consecutive trading days, and the stock price has risen significantly in the short term. At present, the company's daily business activities are normal, the market environment and industry policies have not undergone major adjustments, the internal production and operation order is normal, and there is no material information that should be disclosed but not disclosed. Up to now, the company's controlling shareholder, Fu An Holdings, and its persons acting in concert have held a total of 122 million shares of the company's shares, accounting for 70.81% of the shares held by Fu An Holdings and its persons acting in concert, accounting for 38.1% of the company's total share capital. The pledge rate of shares held by the company's controlling shareholders and their persons acting in concert is relatively high.

[5 days and 3 boards Laishen Tongling: as of March 19, the shareholder Continental Star Diamond (Shanghai) Co., Ltd. has reduced its holdings of 1% of the company's shares].

Laishen Tongling (603900.SH) announced that the company's stock trading has deviated from the closing price increase by more than 20% in two consecutive trading days, which is an abnormal fluctuation in stock trading. Eurostar Diamond (Shanghai) Co., Ltd., a shareholder of more than 5% of the company, plans to reduce its stake in the company by 3.00% through centralized bidding and block trading from January 7, 2025 to April 6, 2025. After verification with the above-mentioned shareholders, as of March 19, 2025, it has cumulatively reduced its holdings of 3,430,200 shares of the company (accounting for 1.00% of the company's total share capital) through centralized auction transactions.

[6 Lianban Qijing Machinery: The company's stock P/E ratio is significantly higher than the industry P/E ratio in the same period].

Qijing Machinery (603677.SH) issued a stock trading risk warning announcement, saying that the company's main business, production and operation and business environment have not changed significantly compared with the information disclosed in the previous period, and there is no undisclosed information that should be disclosed. However, the company's shares have been up and down for six consecutive trading days, with a cumulative increase of 77.18%, there may be irrational speculation, extremely risky transactions, and the risk of a sharp decline in the short term. In addition, the company's stock P/E ratio is significantly higher than the industry P/E ratio in the same period, and the external circulation is relatively small. The company reminds investors to pay attention to the risks of secondary market transactions, make rational decisions and invest prudently.

Private placement & financing & repurchase

[Tiancheng Control: The proposed additional funds will not exceed 892 million yuan].

Tiancheng Controls (603085.SH) announced that the company plans to issue shares to specific objects in 2025, and the total amount of funds raised will not exceed 892 million yuan, which will be used for the construction project of Thailand's passenger car whole chair intelligent production base, the construction project of Wuhan passenger car seat intelligent production base, the construction project of vehicle seat core parts production base, the group's information system upgrade construction project and supplementary working capital.

[Zheng Coal Machinery: Received a loan commitment letter of no more than 170 million yuan from China CITIC Bank for the repurchase of A-share shares].

Zheng Coal Machinery (601717.SH) announced that the company received the "Loan Commitment Letter" from the Zhengzhou Branch of China CITIC Bank, promising to provide a loan amount of up to 170 million yuan to provide financing support for the company's repurchase of A-share shares. The term of the loan shall not exceed 36 months, and the specific loan matters shall be subject to the loan contract signed by both parties.

Underweight & Overweight

[Debang Technology: The National Integrated Circuit Fund intends to reduce its holdings of no more than 3% of the company's shares].

Debang Technology (688035.SH) announced that the National Integrated Circuit Fund, a shareholder holding more than 5% of the shares, plans to reduce the total number of shares of the company held by it through centralized bidding transactions and block transactions during the reduction period disclosed in this shareholding reduction plan not more than 4,267,200 shares, that is, no more than 3% of the company's total share capital. The reduction period is 3 months after 15 trading days from the date of disclosure of this announcement.

[Zhuye Group: Xiangtou Jinye intends to reduce its holdings of no more than 3% of the company's shares].

Zhuye Group (600961.SH) announced that Xiangtou Jinye, a shareholder holding more than 5% of the shares, plans to reduce the company's shares by a total of no more than 32,186,200 shares, that is, no more than 3% of the company's total share capital, within 3 months after 15 trading days from the date of disclosure of the announcement. Xiangtou Jinye currently holds 6.09% of the company's shares, and the reason for the reduction is the need for funds.

[Bejet: The controlling shareholder intends to reduce his holdings of no more than 2% of the company's shares].

Beijiete (300774.SZ) announced that the company's controlling shareholder and actual controller Quan Qiuhong plans to reduce the company's shares by centralized bidding within three months after 15 trading days from the date of disclosure of this announcement, accounting for 1% of the company's total share capital; The reduction of the company's shares by block trading does not exceed 8,175,273 shares, accounting for 2% of the company's total share capital. The reduction price is based on the market price and is not lower than the issue price at the time of the company's initial public offering.

[Zotye Automobile: Shareholder Zheshang Bank intends to reduce its holdings of no more than 3% of the company's shares].

Zotye Auto (000980.SZ) announced that Zheshang Bank, a shareholder of 9.35% of the company's shares, plans to reduce the company's shares by a total of no more than 3% of the company's total share capital, that is, no more than 151 million shares, through centralized bidding or block trading.

Transfers & Acquisitions & Investments

[Guoanda: It is planned to invest no more than 200 million yuan to build a low-altitude economic industrial park project].

Guoanda (300902.SZ) announced that the company plans to build a low-altitude economic industrial park project in Pinghe County, Zhangzhou City, through its holding subsidiary Guoxiang Airlines, with a total investment of no more than 200 million yuan, for the construction of civil aircraft pilot training, flight training bases, aviation research bases, etc. The project is funded by Guoxiang Aviation's own funds and self-raised funds. The project aims to achieve the company's strategic development goals, actively layout and expand the low-altitude economic industry-related business, which is in line with the medium and long-term interests of the company and all shareholders.

[Feida Environmental Protection: It is planned to acquire the equity of Zhuji Baosheng and other companies from the controlling shareholder to reduce competition in the same industry].

Feida Environmental Protection (600526.SH) announced that the company intends to acquire 95% of the shares of Zhuji Baosheng Environmental Technology Co., Ltd. (hereinafter referred to as "Zhuji Baosheng") from the controlling shareholder Zhejiang Environmental Protection Group Co., Ltd., with a transaction price of 71.2847 million yuan. Upon completion of the transaction, Zhuji Baosheng will become a wholly-owned subsidiary of the Company. In addition, Unisplendour Environmental Protection intends to acquire 51% of the equity of Ningbo Yucheng Co., Ltd. (hereinafter referred to as "Ningbo Yucheng") of Zhejiang Environmental Protection Group from Zhejiang Environmental Protection Group Co., Ltd., with a transaction price of 39.6729 million yuan. After the completion of the transaction, Ningbo Yucheng will become the company's holding subsidiary. The above-mentioned equity acquisition is an important measure for the controlling shareholder to fulfill the "Letter of Commitment on Avoiding Intra-industry Competition", which is conducive to further reducing intra-industry competition.

Business & Performance

[Aimeike: net profit in 2024 will increase by 5.33% year-on-year, and it is planned to distribute 38 yuan in 10 distributions].

Aimeike (300896.SZ) announced that the company will achieve operating income of 3.026 billion yuan in 2024, a year-on-year increase of 5.45%; net profit was 1.958 billion yuan, a year-on-year increase of 5.33%; Basic earnings per share was 6.5 yuan. The company intends to distribute a cash dividend of 38 yuan (tax included) to all shareholders for every 10 shares.

[Shanghai Petrochemical: Net profit of 317 million yuan in 2024 is planned to be distributed in 10 distributions of 0.2 yuan].

Shanghai Petrochemical (600688.SH) announced that the company will achieve operating income of 87.133 billion yuan in 2024, a year-on-year decrease of 6.32%; The net profit was 317 million yuan, compared with a loss of 1.406 billion yuan in the same period last year, and the basic earnings per share was 0.03 yuan. The company intends to distribute a cash dividend of 0.2 yuan (tax included) for every 10 shares.

[Haitong Development: Net profit in 2024 will increase by 196.7% year-on-year, and it is planned to distribute 10 distributions of 0.5 yuan].

Haitong Development (603162.SH) disclosed its annual report that the company will achieve operating income of 3.659 billion yuan in 2024, a year-on-year increase of 114.55%; net profit was 549 million yuan, a year-on-year increase of 196.7%; Basic earnings per share was 0.6 yuan. The company intends to distribute a cash dividend of 0.5 yuan (tax included) for every 10 shares.

[Hailu Heavy Industry: net profit of 377 million yuan in 2024, a year-on-year increase of 10.86%].

Hailu Heavy Industry (002255.SZ) disclosed its annual report that the company will achieve operating income of 2.789 billion yuan in 2024, a year-on-year decrease of 0.23%; net profit was 377 million yuan, a year-on-year increase of 10.86%; Basic earnings per share was 0.45 yuan.

[China Resources Shuanghe: Net profit in 2024 will decrease by 2.55% year-on-year, and 10 distributions of 3.71 yuan are planned].

China Resources Shuanghe (600062.SH) released its annual report, achieving operating income of 11.212 billion yuan in 2024, a year-on-year decrease of 0.87%; net profit was 1.628 billion yuan, down 2.55% year-on-year; Basic earnings per share was 1.58 yuan. The company intends to distribute a cash dividend of 3.71 yuan (tax included) for every 10 shares.

[Xingyu shares: net profit of 1.408 billion yuan in 2024, a year-on-year increase of 27.78%].

Xingyu Co., Ltd. (601799.SH) announced that its operating income in 2024 will be 13.25 billion yuan, a year-on-year increase of 29.32%; net profit attributable to shareholders of listed companies was 1.408 billion yuan, a year-on-year increase of 27.78%. The company plans to distribute a cash dividend of 13 yuan (tax included) for every 10 shares based on the total share capital of 286 million shares, after deducting the repurchased shares, with a total distribution of 370 million yuan. The company's main business is the design, development, manufacture and sales of automotive lights, and its customers include a number of domestic and foreign automobile manufacturers.

Miscellaneous

[Hengrui Pharmaceutical: The subsidiary's Ruikang trastuzumab for injection was included in the public list of proposed breakthrough therapy varieties].

Hengrui Pharmaceutical (600276.SH) announced that the company's subsidiary Suzhou Shengdia Biopharmaceutical Co., Ltd. has rekang trastuzumab for injection by the Center for Drug Evaluation of the National Medical Products Administration (NMPA) included in the list of proposed breakthrough therapy varieties, and the proposed indication is for recurrent or metastatic cervical cancer with HER2 expression (IHC≥1+) that has failed to receive platinum-containing chemotherapy and immune checkpoint inhibitors. The product has been included in the list of proposed breakthrough therapy varieties for the eighth time.

[Ningbo Construction Engineering: The consortium won the bid for the second phase of the Yanbo Middle Road Project in the Shoal of Wenzhou Marine Economic Development Demonstration Zone].

Ningbo Construction Engineering (601789.SH) announced that a consortium composed of a wholly-owned subsidiary, Ningbo Construction Engineering Group Co., Ltd., and a holding subsidiary, Zhejiang Luming Engineering Construction Co., Ltd., won the bid for the second phase of the Yanbo Middle Road Project in the Shoal of Wenzhou Marine Economic Development Demonstration Zone, with a bid price of 733 million yuan and a construction period of 1,095 calendar days. The leader of the consortium is responsible for the construction of the No. 1 and No. 2 bridge projects, and Zhejiang Luming is responsible for the construction of the No. 3 and No. 4 bridge projects, and both parties bear 50% of the workload of the contract price.