Three-minute announcements a day are light

The performance of many companies in the first quarter has increased significantly; Sany Heavy Industry and Debang Technology plan to repurchase shares; Times New Materials: In the first quarter of 2025, it signed a blade sales contract of 1.98 billion yuan, Focuslight: Obtained two project designations from a well-known European automotive Tier1 customer, and Kejingyuan: was ...... by the China Securities Regulatory Commission on suspicion of violating laws and regulations

Focus 1: The performance of many companies in the first quarter has increased significantly

Zhimingda: Disclose the first quarter performance forecast. According to the preliminary calculation of the financial department, it is expected that the net profit attributable to the owners of the parent company in the first quarter of 2025 will be about 7.8 million yuan, an increase of about 18.91 million yuan compared with the same period last year (statutory disclosure data). The company said that due to the significant increase in new orders and the increase in the company's delivery during the reporting period, the company's revenue increased significantly; The performance of the shareholding company has improved, the loss has decreased year-on-year, and the company's investment income has increased year-on-year; The company's AI-related products have been delivered in small batches, and it is expected to achieve more revenue contributions this year.

Lier Chemical: Disclosure of first-quarter performance forecast. The company expects to achieve a net profit attributable to shareholders of listed companies of 145 million yuan to 155 million yuan in the first quarter of 2025, an increase of 203.08%-223.98% over the same period last year. During the reporting period, the sales volume and price of some of the company's products increased.

Lotus Holdings: Disclosure of first-quarter performance forecast. The company expects to achieve a net profit attributable to shareholders of listed companies of 100 million yuan to 120 million yuan in the first quarter of 2025, an increase of 50.7767 million yuan to 70.7767 million yuan compared with the same period last year (statutory disclosure data), a year-on-year increase of 103.16% to 143.79%.

Taotao Automobile Industry: Disclosure of first-quarter performance forecast. The company expects to achieve a net profit attributable to shareholders of listed companies of 75 million yuan to 88 million yuan in the first quarter of 2025, an increase of 47.42% to 72.98% over the same period last year. During the reporting period, the company continued to increase R&D efforts, actively explore the international market, continuously improve operational efficiency, further accelerate the construction of overseas production capacity, and continued to expand sales of major products such as electric golf carts and all-terrain vehicles, achieving good growth in performance.

Focus 2: Sany Heavy Industry and Debang Technology plan to repurchase shares

Sany Heavy Industry: The company intends to repurchase shares at no more than 29.10 yuan per share, and the total repurchase funds are not less than 1 billion yuan and not more than 2 billion yuan. The repurchased shares will be used for the employee stock ownership plan. The repurchase funds come from new bank loans or other sources of funds that meet the requirements of the regulatory authorities. As of the date of this announcement, the Company has obtained the Letter of Commitment issued by the Hunan Branch of Industrial and Commercial Bank of China Co., Ltd., promising to provide special loan support for the Company's share repurchase, with a loan amount of no more than RMB630 million, and the purpose of the loan is to repurchase the Company's shares, with a loan term of 3 years.

Debang Technology: The company intends to repurchase shares at no more than 63.52 yuan per share, and the total repurchase funds are not less than 40 million yuan and not more than 80 million yuan. The repurchased shares will be used for employee stock ownership plans or equity incentives. If the company fails to complete the transfer of the repurchased shares within 3 years after the announcement of the implementation results of the share repurchase and the announcement of the share change, the repurchased shares that have not yet been transferred will be cancelled.

Focus three:

Times New Materials: In the first quarter of 2025, it signed a blade sales contract of 1.98 billion yuan

From January 1, 2025 to March 31, 2025, the company signed the "Blade Sales Contract" with major wind power OEMs (hereinafter referred to as "buyers"). The company sells blades and related services to buyers, with a total contract value of about 1.98 billion yuan (tax included).

The company said that the above-mentioned contract belongs to the company's daily operation contract, and there is still uncertainty about the impact on the company's current performance in 2025 due to the impact of the specific delivery batch and acceptance time of the contract, but the performance period of the contract is expected to have a positive impact on the company's performance.

Selected Performance

Guangdong Media: Disclosure of annual reports. In 2024, the company will achieve operating income of 597 million yuan, a year-on-year increase of 6.77%; the net profit attributable to shareholders of the listed company was 29.9944 million yuan, a year-on-year increase of 258.78%; Basic earnings per share was 0.0258 yuan. The company's profit distribution plan for 2024 is: a cash dividend of 0.68 yuan (tax included) will be distributed to all shareholders for every 10 shares.

Huamao shares: disclosure of annual report. In 2024, the company will achieve operating income of 3,343,970,878.42 yuan, a year-on-year decrease of 6.21%; net profit attributable to shareholders of listed companies was 287,059,173.53 yuan, a year-on-year increase of 107.41%; Basic earnings per share was 0.31 yuan. The company intends to distribute a cash dividend of 1 yuan (tax included) to all shareholders for every 10 shares.

Dongxing Securities: Disclosure of annual reports. In 2024, the company will achieve operating income of 9,370,311,644.70 yuan, a year-on-year increase of 97.89%; net profit attributable to shareholders of the parent company was 1,544,324,857.74 yuan, a year-on-year increase of 88.39%; Basic earnings per share was 0.478 yuan. The company intends to distribute a cash dividend of 0.09 yuan (tax included) per share to all shareholders registered on the record date of equity distribution in 2024.

Anhui Heli: Disclosure of annual report. In 2024, the company will achieve operating income of 17,325,421,119.86 yuan, a year-on-year increase of 0.99%; net profit attributable to shareholders of the parent company was 1,319,631,588.87 yuan, a year-on-year increase of 0.18%; Basic earnings per share was 1.59 yuan. The company intends to distribute a cash dividend of RMB 6.00 (tax included) to all shareholders for every 10 shares based on the total share capital of 890,692,761 shares at the end of 2024.

Private placement & reorganization

Jin Tongling: On April 3, 2025, the Company received the Decision from the Intermediate People's Court of Nantong City, Jiangsu Province (hereinafter referred to as the "Nantong Intermediate Court"), and learned that the Nantong Intermediate People's Court decided to initiate a pre-reorganization of the Company and appointed the liquidation team of Jin Tongling Technology Group Co., Ltd. as the interim administrator during the pre-reorganization period.

The company stated that the Nantong Intermediate People's Court's agreement to accept the pre-reorganization of the company does not mean that the court formally accepts the applicant's application for reorganization of the company, and that the pre-reorganization procedure is to identify the value of the company's reorganization and the possibility of reorganization, and to improve the efficiency of subsequent reorganization work. As of the date of the announcement, the company has not received the relevant legal documents from the court on the acceptance of the reorganization application, that is, there is uncertainty as to whether the applicant's reorganization application can be accepted by the court and whether the company will enter the reorganization procedure subsequently.

Dajia Weikang: Considering the current capital market environment and other factors, after full communication and prudent analysis by all relevant parties, the company decided to terminate the issuance of shares to specific targets, and took the initiative to apply to the Shenzhen Stock Exchange to withdraw the relevant application documents. In the future, the company will take into account factors such as the market environment and choose the opportunity to start issuing shares to specific targets again.

Important

Huada Technology: The company recently signed a "Strategic Cooperation Framework Agreement" with Feilong Co., Ltd. Feilong Co., Ltd. will fully support the company's development in the field of intelligent AI casting temperature control system, stamping, pipeline, and vacuum die-casting, and promises to carry out joint development in this field around the core structural parts of the thermal management system such as runner plate and liquid cold plate; At the same time, the company will fully support the development of Feilong in the related fields of new energy vehicles, energy storage and data center thermal management, and promise to carry out joint development in this field.

Green Power: On April 3, 2025, the Company signed a Strategic Cooperation Agreement with Gogo High-Tech Co., Ltd. (hereinafter referred to as Gogo Technology) in Dongguan City, Guangdong Province, to promote the common development and long-term cooperation between the two parties. The two sides will carry out technical exploration and cooperation in the fields or directions of intelligent inspection robots or drones, smart park platform construction and carbon emission reduction, and promote the intelligent upgrading of intelligent inspections of robots (drones) in the waste incineration industry, intelligent security, and dangerous space operations. At the same time, in the field of solid waste, the two sides have worked closely together to explore new processes for solid waste treatment. During the cooperation period, the two parties will set up a separate project according to the actual topic, and sign relevant cooperative R&D and intellectual property sharing agreements.

ST Tianbang: In March 2025, the company sold 535,200 commercial pigs (including 171,500 piglets), with a sales revenue of 752.8013 million yuan and an average sales price of 16.14 yuan/kg, with month-on-month changes of 5.45%, 6.32% and 0.47% respectively. From January to March 2025, 1.48 million commercial pigs (including 465,800 piglets were sold), with a sales revenue of 2074.3425 million yuan and an average sales price of 16.23 yuan/kg, year-on-year changes of -2.09%, 22.99% and 14.34% respectively.

Dongpeng Beverage: The company has submitted an application to The Stock Exchange of Hong Kong Limited (hereinafter referred to as the "Hong Kong Stock Exchange") on April 3, 2025 for the issuance of overseas listed foreign shares (H shares) and listing on the main board of the Hong Kong Stock Exchange, and published the application materials for this offering on the website of the Hong Kong Stock Exchange on the same day. The Company stated that the application information was prepared and published by the Company in accordance with the requirements of the Securities and Futures Commission of Hong Kong and the Hong Kong Stock Exchange, and that it was a draft version and the information contained therein may be updated and changed from time to time.

Zhaowei Electromechanical: The company held the ninth meeting of the third board of directors and the eighth meeting of the third board of supervisors on April 3, 2025, and deliberated and passed the "Proposal on the Company's Issuance of H Shares and Listing on the Stock Exchange of Hong Kong Limited" and other related proposals. 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 (hereinafter referred to as the "Hong Kong Stock Exchange"). The Company will fully consider the interests of existing shareholders and the situation of domestic and foreign capital markets, and select an appropriate time and issuance window to complete the issuance and listing within the validity period of the resolution of the shareholders' meeting (i.e., 24 months from the date of deliberation and approval by the shareholders' meeting of the Company or other periods agreed to be extended).

Recently, the company's subsidiary, the United States, signed a "supply agreement" with a well-known automobile company in the United States. The customer of this cooperation is expected to purchase about 973 million square meters of lithium battery separator film from the United States (and its affiliates) from 2026 to 2030, which is subject to the purchase order.

Songwon Safety: The company recently received a designation notice from customer B, a well-known domestic automobile manufacturer (whose name cannot be disclosed due to confidentiality requirements, hereinafter referred to as "customer B"), and the company was awarded the customer's project designation. As a qualified supplier of customer B, the company will provide 18 products such as wire ropes and other safety parts for some models of the customer, with sales of about 40 million yuan in the first phase.

Sunner Development: The Company intends to acquire a total of 54% equity interest in Anhui Sun Valley Food Technology (Group) Co., Ltd. (hereinafter referred to as "Sun Valley") held by Dehong Yuxi, AncientSteel and Liao Junjie through cash payment with its own funds or legal self-raised funds, with a total transfer price of RMB 112,590,000. After the completion of the acquisition, the company will hold 100% of the equity of Sun Valley.

According to the company, Sun Valley and its subsidiaries (including Sun Valley Food (Anhui) Co., Ltd., Sun Valley Food (Chuzhou) Co., Ltd. and Sun Valley Food (Mingguang) Co., Ltd.) have built a complete industrial chain system integrating feed production, breeder breeding, chick hatching, broiler breeding, slaughtering primary processing and deep processing. Sun Valley's three subsidiaries are located in the Yangtze River Delta region and have been established for many years, accumulating rich industry experience and having mature and stable white-feathered broiler management capabilities. This transaction is conducive to the company's improvement of the regional layout of its business, the realization of regional distribution in the Yangtze River Delta, the creation of favorable conditions for the company's implementation of industrial chain expansion, and the improvement of the company's core competitiveness.

Xiaxia Precision: The company intends to obtain the state-owned construction land use right of "Zhenhai District ZH08-04-02-55-a plot" in Ningbo City by participating in the auction (subject to the actual transfer documents), and invest in the construction of the "intelligent transmission system core components industrialization and equipment collaborative development and construction project" after obtaining the above-mentioned state-owned land use rights. The investment project intends to produce products such as precision gears, planetary roller screws, ball screws, reducers, corresponding machine tools, etc., with a total planned investment of no more than 1 billion yuan (including land transfer money).

Changan Automobile: The company sold 268,052 units in March 2025, a year-on-year increase of 3.48%; The cumulative sales volume for the year was 705,187 units, a year-on-year increase of 1.89%.

Qianli Technology: According to the production and sales report, the company's production of new energy vehicles in March 2025 will be 1,749 units, a year-on-year increase of 324.51%; Sales volume was 4,826 units, a year-on-year increase of 128.83%.

Oriental Tantalum: The board of directors of the company recently received a written resignation report submitted by Chairman Wang Kai. Wang Kai applied for resignation from the company's chairman, director, member of the strategy committee of the board of directors, member of the nomination committee of the board of directors, member of the audit committee of the board of directors and other related positions due to work adjustment. According to the relevant regulations, Wang Kai's resignation will not cause the number of members of the company's board of directors to fall below the legal minimum, and Wang Kai's resignation report will take effect from the date of delivery to the board of directors.

Feilong shares: the company recently signed a "strategic cooperation framework agreement" with Huada Automotive Technology Co., Ltd., the two sides will give full play to their respective advantages, around the field of new energy vehicles, energy storage and data center thermal management, jointly undertake the research and development, production and sales of core components, assemblies and integrated solutions of related products, form advantages of integration and complementarity, achieve mutual benefit and win-win results, and jointly invest if necessary, in order to expand market share, achieve coordinated development, and respond to the ever-changing and fast-growing customer and market demand.

Dabeinong: On April 3, 2025 local time, Uruguay's official website updated the resolutions No. 164, 163 and 165 of the National Biosafety Commission (GNBio), and the transgenic herbicide-tolerant soybean transformation event DBN9004 (DBN-09004-6), insect-resistant herbicide-resistant soybean transformation event DBN8002 (DBN-08002-3), and DBN9004× developed by the company's holding subsidiary Dabeinong BiotechnologyDBN8002 (DBN-09004-6×DBN-08002-3) passed the safety evaluation review at the same time and was officially approved for planting. The company said that the approval is another important progress in the South American market after the approval of the planting license for Argentina and Brazil, and has a positive role in promoting the company's development of the Uruguayan market.

Wanhua Chemical: On April 3, 2025, the 1.2 million tons/year ethylene plant of Wanhua Chemical Yantai Industrial Park successfully produced qualified ethylene products, and the second phase of the ethylene project was successfully started. The company said that the project uses naphtha and ethane as raw materials, and forms new quality productivity by optimizing resource allocation, so as to enhance the competitiveness and profitability of the industrial chain.

Focuslight: The company has recently obtained two official designation letters from a well-known European automotive Tier1 customer (customer code: AG) for two microlens array (MLA) projects for automotive projection lighting. The end customers of this designated project are internationally renowned automobile manufacturers, and the mass production time is planned for 2026 and 2027 respectively. According to customer forecasts, the total demand for the two fixed-point projects is expected to exceed 3.3 million units in the whole life cycle. At present, the two fixed-point projects are in the development and verification stage, and are not expected to have a significant impact on the 2025 annual results. With the gradual start of mass production in 2026 and 2027, its economic benefits will be released in phases and become an important driver of the company's medium- and long-term growth.

Sany Renewable Energy: The company intends to sign the "Investment Agreement on 500MW Kungrad Wind Farm 1 in Kungrad District, Karakalpakstan, Republic of Uzbekistan" and the "Investment Agreement on 500MW Kungrad Wind Farm 2 in Kungrad District, Karakalpakstan, Republic of Uzbekistan" with the government of the Republic of Uzbekistan, and the company intends to set up two wholly-owned subsidiaries in the Republic of Uzbekistan to invest in the construction of Kungrad Wind Farm 1 Project and Kungrad Wind Farm 2 Project respectively. The investment amount of the two projects shall not exceed US$500 million respectively (including the company's equity investment in the project company and the overseas loan financing of the project company). The above investment amount is subject to the actual amount.

Gaotse shares: Zhang Ji, the controlling shareholder and actual controller of the company, intends to inquire and transfer 27,308,000 shares of the company, accounting for 4.99% of the total share capital of Gaotse shares. Zhang Ji directly holds 159,240,208 shares of Gaotei, accounting for 29.12% of the company's total share capital. The company said that there is no situation that may lead to a change in the control of Gaotei shares in this inquiry transfer.

Kejingyuan: The company recently received the China Securities Regulatory Commission's "Notice of Case Filing", due to suspected information disclosure violations and violations, according to relevant laws and regulations, the China Securities Regulatory Commission decided to file a case against the company.

After the company's self-inspection, it was found that Beijing Kejingyuan Equipment Installation Engineering Co., Ltd., a wholly-owned subsidiary of the company, failed to perform the approval procedures and information disclosure obligations in a timely manner for external guarantees. The company set up a special verification team as soon as the above-mentioned external guarantee matters were discovered, and according to the investigation results, the relevant responsible personnel were punished, and the relevant personnel were ordered to learn lessons and sum up experience. All departments and all employees of the company are required to attach great importance to it, strengthen their responsibilities, and perform their duties conscientiously. As of March 31, 2024, the above-mentioned external guarantees have been fully discharged.

The company said that as of the announcement date, after the company's self-inspection, there are no other major matters that should be disclosed in accordance with laws and regulations, and the company's production and operation are normal. During the investigation, the company will actively cooperate with the relevant work of the China Securities Regulatory Commission, and at the same time fulfill its information disclosure obligations in strict accordance with regulatory requirements.

*ST Jinke: Huang Hongyun, the actual controller of the company, and Chongqing Jinke Investment Holding (Group) Co., Ltd. (hereinafter referred to as "Jinke Holdings"), the controlling shareholder, recently received the "Notice of Case Filing" issued by the China Securities Regulatory Commission, due to the suspected illegal acts of undisclosed shares being forced to transfer shares and failing to disclose information on changes in equity in a timely manner, in accordance with relevant laws and regulations, the China Securities Regulatory Commission decided to file a case against Huang Hongyun and Jinke Holdings on March 27, 2025.

According to the self-examination of the parties, the investigation involved the following two aspects: first, in 2022, Jinke Holdings and Huang Hongyun were unable to repurchase and could not provide funds to make up the position due to the inability to repurchase and the pledged repurchase business, which caused the relevant securities companies to forcibly liquidate the pledged shares, resulting in the passive reduction of the shares held by Jinke and the failure to disclose the shareholding reduction plan in advance; Second, after Huang Hongyun and Jinke Holdings terminated the concerted action relationship with the original concerted actors and reduced their holdings of the company's shares in 2022, Huang Hongyun and Jinke Holdings, as information disclosure obligors, failed to perform the disclosure obligations of the equity change report in a timely manner.

The company said that the listed company is not the subject involved in this investigation, and will not have a significant adverse impact on the company's production and business activities, and the company will continue to steadily promote the reorganization work.

Suspension and resumption of trading

Resumption: None yet.

Suspension: Chengda Creature (688739).