GuShiio.com Gree Electric: Beijing-Shanghai Internet plans to increase its stake in the company by 1.05 billion yuan to 2.1 billion yuan
today’s focus
[3-board Shanghai Xiba: The company has not yet received batch orders for its solid-state battery-related business]
Shanghai Xiba (603200.SH) issued a stock trading risk warning announcement stating that the company is concerned that the concept of solid-state batteries has received high market attention recently. The company’s related businesses have not yet received batch orders, and long-term stable income has not yet been formed, which will temporarily affect the company’s overall performance. No impact. At the same time, based on the uncertainty of product iteration and market development, the company’s current relevant investment is relatively small, and the testing, matching results and application prospects of relevant sample delivery samples are also highly uncertain.
[Gree Electric: Beijing-Shanghai Internet plans to increase its stake in the company by 1.05 billion yuan to 2.1 billion yuan]
[China Shipbuilding: Subsidiary Jiangnan Shipbuilding signed a batch of dual-fuel container ships construction contracts with a value of approximately 18 billion to 19 billion yuan]
China Shipbuilding (600150.SH) announced that its wholly-owned subsidiary Jiangnan Shipbuilding (Group) Co., Ltd.(referred to as “Jiangnan Shipbuilding”) and China Shipbuilding Industry Trading Co., Ltd. signed a contract for the construction of a batch of 18000TEULNG dual fuel container ships with a shipowner on February 28. Contract amount: between 18 billion yuan and 19 billion yuan, and this contract is paid in US dollars.
[Xinxiangwei: Proposed purchase of controlling shares of Aixiesheng and suspended trading]
Xinxiangwei (688593.SH) announced that the company is planning to purchase control of Shenzhen Aixiesheng Technology Co., Ltd. and raise matching funds at the same time by issuing shares and paying cash. After preliminary communication, this transaction is expected to constitute a major asset reorganization. The company’s shares have been suspended since the market opened on March 3, 2025, and will continue to be suspended on March 4, 2025. The suspension period is expected to not exceed 5 trading days. Aixiesheng’s business scope includes: design, development, testing and sales of integrated circuit products.
[Wanchen Group: Chairman Wang Jiankun was detained and investigated]
Wanchen Group (300972.SZ) announced that the company recently received a notice from a national supervisory committee that Wang Jiankun, the company’s chairman, was detained and opened an investigation. The matters involved have nothing to do with the company. As of the date of issuance of this announcement, the company has not been requested to assist in the investigation. Now, more than half of the directors of the company’s board of directors have unanimously agreed that when Mr. Wang Jiankun is unable to perform his duties as chairman, Wang Liqing, the company’s director and general manager, will perform the relevant duties of the company’s chairman and the duties of a member of the special committee of the company’s board of directors on his behalf.
[Honghe Technology’s special dividend plan: It is planned to pay 10 cash dividends of 12.81 yuan]
Honghe Technology (002955.SZ) announced that the company has proposed a special dividend plan as follows: the company plans to distribute a cash dividend of 12.81 yuan (including tax) for every 10 shares to all shareholders. A total of 300 million yuan (including tax) is planned to be distributed in cash dividends. There will be no bonus shares for this special dividend, and no provident fund will be converted into share capital.
[Del Co., Ltd.: Currently, solid-state battery products are still in the development and trial production stage and have not yet received orders and generated revenue]
Del Co., Ltd.(300473.SZ) announced that based on the abnormal fluctuations in the company’s stock trading price, the company has noticed that the “solid-state battery concept” has attracted great market attention recently. The company’s verification and explanation are as follows: Since 2018, the company has established a Japanese subsidiary to carry out research and development of solid-state battery products. The company’s sample trial line in Shanghai has been completed and put into use. However, solid-state battery products are still in the development and trial production stage, and orders have not yet been obtained. Income has not yet been generated. The above matters will not have a significant impact on the company’s 2025 annual results. Investors are kindly requested to make rational decisions, invest prudently, and pay attention to investment risks.
[Oriental Zirconium: The samples provided by the company have been initially recognized for R & D trials by some solid-state battery material manufacturers, and detailed samples will be tested in the future]
Dongfang Zirconium (002167.SZ) issued an announcement on abnormal fluctuations in stock trading, saying that the company’s stock trading price has deviated from the closing price increase by more than 20% for two consecutive trading days, which is an abnormal fluctuation in stock trading. After verification, there is no need to correct or supplement the information disclosed by the company in the early stage. At present, production and operation are normal, and there have been no major changes in the internal and external operating environment. The samples provided by the company have been initially recognized for R & D trials by some solid-state battery material manufacturers, and detailed samples will be tested later.
[Zhite New Materials: Signed a strategic cooperation agreement with Quantum Innovation Center and Micro Era]
Zhite New Materials (300986.SZ) announced that recently, the company and Quantum Technology Yangtze River Delta Industrial Innovation Center and Hefei Micro Era Digital Technology Co., Ltd. have cooperated on the industrial application and implementation of artificial intelligence and quantum technology in the field of new materials and signed a “Strategic Cooperation Agreement” to promote the industrial application and implementation of artificial intelligence and quantum technology in the field of new materials. The cooperation includes: jointly building a new material R & D and manufacturing system supported by quantum technology and artificial intelligence, promoting the transformation and industrial application of quantum science and technology achievements, and assisting in the cultivation of innovative talents in related fields.
investment signing
[Guodian Power: Invest 4.51 billion yuan to build the Dadu River Laoyingyan First-Level Hydropower Station Project]
Guodian Electric Power (600795.SH) announced that the company will increase capital of 919.61 million yuan to its holding subsidiary Guoneng Dadu River Basin Hydropower Development Co., Ltd. to build the Dadu River Laoyingyan first-class hydropower station project. The project has a total installed capacity of 300,000 kilowatts, a dynamic total investment of 4.50789 billion yuan, a capital ratio of 30%, and the rest is solved through bank loans. The project is located in Shimian County, Ya ‘an city, Sichuan Province. It is a key construction project in the “14th Five-Year Plan” energy development plan of Sichuan Province.
[Solar Energy: Subsidiaries plan to purchase real estate for 367 million yuan]
Solar Energy (000591.SZ) announced that Solar Energy Technology Company, a wholly-owned subsidiary of the company, plans to purchase 13 properties located in Building 12 of Xihongmen Town, Daxing District, Beijing City, developed and constructed by China Energy Conservation First (Beijing) Construction Co., Ltd., with a construction area of 10,144.25 square meters, which will be used as solar energy technology companies and their centralized office space. The total transaction price is 367.22185 million yuan (including value-added tax). The funding source for this transaction is the company’s self-raised funds.
equity changes
[Jiaozuo Wanfang: The actual controller is changed to Zheng Zhenggang]
Jiaozuo Wanfang (000612.SZ) announced that the company will convene a board of directors on March 2, 2025 and review and approve the by-election of Cao Liping as a non-independent director candidate. If Cao Liping is elected, the company’s board of directors will consist of 9 directors, 5 of whom are nominated by Zhejiang Ansheng and Ningbo Zhongman, holding a total of 230.1787 million shares of the company, accounting for 19.31% of the total share capital. Zhejiang Ansheng and Ningbo Zhongman Shi Zhenggang actually control the enterprise. According to relevant laws and regulations, if the director candidates nominated by Zhejiang Ansheng, which is controlled by Zheng Zhenggang, are elected as directors of the company at the shareholders ‘meeting, it will lead to a change in the company’s control power, from no actual controller to the actual controller being Zheng Zhenggang. The proposed change in control rights this time does not involve changes in shares or tender offer.
Increase or decrease holding repurchase
[Dinggu Jichuang: Plans to repurchase 20 million yuan to 35 million yuan of shares]
Dinggu Jichuang (300749.SZ) announced that the company’s board of directors agreed to repurchase some public shares through centralized bidding transactions with its own funds and special loan funds for stock repurchase, which will be used for the later implementation of the employee stock ownership plan or equity incentive plan. The total amount of repurchase funds shall not be less than 20 million yuan (inclusive) and shall not exceed 35 million yuan (inclusive), and the repurchase price shall not exceed 9.60 yuan/share. The repurchase implementation period shall be within 12 months from the date of review and approval by the board of directors. At the same time, the company’s management is authorized to handle matters related to this share repurchase within the scope stipulated by laws and regulations.
[Huahai Qingke: The company received special financing support to repurchase the company’s shares]
Huahai Qingke (688120.SH) announced that the company has reached a willingness to cooperate with China CITIC Bank Co., Ltd. Tianjin Branch on a special loan for stock repurchase by listed companies. China CITIC Bank Co., Ltd. Tianjin Branch has issued a “Loan Commitment Letter (Applicable to Special Loan for Stock Repurchase)” to the company, with a loan amount of no more than 18 million yuan, which is specially used to repurchase the company’s shares.
operating results
[Aerospace Intelligent Manufacturing: Net profit in 2024 will be 791 million yuan, a year-on-year increase of 86.77%]
Aerospace Intelligent Manufacturing (300446.SZ) announced that total operating income in 2024 will be 7.781 billion yuan, a year-on-year increase of 32.78%; net profit attributable to shareholders of listed companies will be 791 million yuan, a year-on-year increase of 86.77%. The growth in performance was mainly due to the improved performance of the auto parts sector and good cost control. At the same time, the company’s net profit after deducting non-recurring gains and losses increased by 212.83% year-on-year, mainly due to the recognition of net profits and losses generated by subsidiaries with increased business mergers under the same control in the first half of 2023 as non-recurring gains and losses.
Winning contract project
[Samsung Medical: A wholly-owned subsidiary won the bid for a 115 million yuan project]
Samsung Medical (601567.SH) announced that Oaks Intelligent Technology, a wholly-owned subsidiary of the company, won the bid in the “Longyuan Power New Energy Project 2025 – 2026 Open Tender for the Procurement of 35kV Box Transformer and Its Accessories Equipment Framework” project. The total amount of the bid is approximately 115 million yuan. The performance of this contract will have a positive impact on the operations and operating results of Oaks Intelligent Technology, but will not affect the independence of the company’s business and operations.
[Teride: Pre-won the bid for a 194 million yuan new energy procurement project]
Teride (300001.SZ) announced that the company is the first winning bidder for CGNPC New Energy’s 2025 box transformer equipment framework procurement (third bid section), with a pre-winning bid amount of approximately 193.5194 million yuan. The project content is a box-type substation, and the bid price is 193,519,359.10 yuan. The publicity date is from February 26 to March 3, 2025. The company has not yet received the notice of bid acceptance, and the project amount needs to be determined based on the actual implementation, which has uncertainty about the impact on the company’s performance.
Fixed increase in financing
[Hangyang Shares: Plans to issue convertible bonds of no more than 1.63 billion yuan]
Hangyang Co., Ltd.(002430.SZ) announced that it plans to issue convertible corporate bonds to unspecified objects, with a total amount of no more than 1.630 billion yuan (inclusive). The convertible bond and the company’s shares to be converted in the future will be listed on the Shenzhen Stock Exchange. The bond term is six years from the date of issuance, and the initial conversion price shall not be lower than the average trading price of the company’s stock on the 20 trading days before the announcement of the prospectus and the average trading price of the company’s stock on the previous trading day. The conversion period is from the first trading day six months after the end of the issuance to the maturity date of the convertible bond.
stock price change
[Hongjing Technology: As of now, the company has not formed revenue within the scope of the “DeepSeek” concept]
Hongjing Technology (301396.SZ) disclosed changes in stock trading, saying that the company’s operating conditions have been normal recently and there have been no major changes in the internal and external operating environment. As of now, the company’s main business has not changed. As a comprehensive service provider for smart cities, the company mainly provides customers with systematic full-process solutions around the four major business areas of smart people’s livelihood, comprehensive urban management, smart parks, and computing services. Regarding recent market hot concepts such as “DeepSeek” mentioned by some investors in the early stage through the “Interactive Easy” platform of the Shenzhen Stock Exchange, as of now, the company has not formed operating income within the scope of the “DeepSeek” concept.
[Saiyi Information: There are no major matters that should be disclosed but have not been disclosed]
Saiyi Information (300687.SZ) announced that the company’s stock trading price has exceeded 30% for three consecutive trading days, which is an abnormal fluctuation in stock trading. After verification, the company has not found any information disclosed in the previous period that needs to be corrected or supplemented. Recently, the public media has not reported undisclosed material information that may or has had a significant impact on the company’s stock trading price. The company’s current operating conditions and internal and external operating environment There have been no major changes. There are no major matters about the company, controlling shareholders and actual controllers that should be disclosed but not disclosed, nor are there any major matters in the planning stage. The controlling shareholder and actual controller of the company did not buy or sell the company’s shares during the abnormal fluctuations in stock trading.
[Tianhe Magnetic Materials: The company has no humanoid robot-related business]
other
[Huiding Technology: Terminate the issuance of shares, pay cash to purchase assets and raise matching funds]
Huiding Technology (603160.SH) announced that the company will convene its board of directors and board of supervisors on March 3, 2025 to review and approve the termination of the issuance of shares, payment of cash to purchase assets and raising matching funds. The reason for termination was that the company and the counterparty failed to reach an agreement on commercial terms such as transaction consideration. The company promises not to plan material asset reorganization matters within one month from the date of disclosure of the termination announcement. This termination will not have a material adverse impact on the company’s production, operations and financial status.
[Kangtai Biotech: Obtaining the necessary conditions to apply for the production of adsorbed tetanus vaccine]
Kangtai Biotech (300601.SZ) announced that its wholly-owned subsidiary Minhai Biotech recently received a summary report on the Phase I/III clinical trial of adsorbed tetanus vaccine. The research results show that the vaccine has good safety and immunogenicity when used in adult immunization. The acquisition of this report shows that the adsorbed tetanus vaccine meets the necessary conditions for application for production. If registered successfully, it will enrich the company’s product layout and enhance its core competitiveness. However, the process and results of the application and production of this vaccine and the progress of the product launch are uncertain and will not have a significant impact on the company’s recent performance.
[West Point Pharmaceutical: The company obtained drug registration certificate for ambrobuterol oral solution]
West Point Pharmaceutical (301130.SZ) announced that the company recently received the “Drug Registration Certificate” for ambrobuterol oral solution issued by the State Food and Drug Administration. This drug is used to treat cough, sticky sputum, difficulty in expelling phlegm, wheezing, etc. caused by acute and chronic respiratory diseases. The approval of this product further enriches the company’s product line, helps enhance the market competitiveness of the company’s products, and will have a positive impact on the company’s future performance improvement.
[Tianyu: US FDA warning letter to close the company]
Tianyu (300702.SZ) announced that the company disclosed on August 26, 2022 that the U.S. Food and Drug Administration (referred to as “FDA”) issued a warning letter on the inspection of the company’s Huangyan River Estuary production site. Recently, the company received a notification letter from the FDA regarding the closure of the warning letter, which informed that the FDA has completed the evaluation of the corrective measures taken in the warning letter issued by the company on August 17, 2022. Based on the evaluation results, the FDA believes that the company has effectively resolved the deviations mentioned in the warning letter. This FDA warning letter to close the company’s Huangyan Jiangkou production site will help expand the company’s product market. It will also play a positive role in the approval of the company’s new products and help improve the company’s operating performance.
[Toujing Life: The wholly-owned subsidiary obtains medical device registration certificate]
Toujing Life (300642.SZ) announced that Jiangxi Toujing Life Technology Co., Ltd., a wholly-owned subsidiary of the company, recently obtained a medical device registration certificate issued by the Jiangxi Province Drug Administration. The product name is fully automatic chemiluminescent immunoassay analyzer (model and specification: TESMI200). The acquisition of this registration certificate enriches the company’s instrument support in the chemiluminescent product line, will further enhance the company’s comprehensive competitiveness in the field of in vitro diagnosis, and will have a positive impact on the company’s future production and operations. However, the actual sales and utilization depends on the promotion effect of the future market, and it is currently impossible to predict the impact of the above products on the company’s future performance.
[Yuyue Medical: The company’s automated external defibrillator (AED) obtained EU MDR certification]
Yuyue Medical (002223.SZ) announced that the company’s independently developed automated external defibrillator (AED) products have obtained EU MDR certification and have the latest access conditions for the EU market. This certification is the result of iterative upgrades of the company’s products in the field of first aid and will promote the company’s first aid business in the global market, especially in EU countries and other countries that recognize EU MDR certification. However, the actual future sales of products are affected by many factors, and the impact on the company’s performance is uncertain.
[Three Squirrels: Proposed incubation of the coffee sub-brand “Second Brain”]
Three Squirrels (300783.SZ) announced that the company has invested in establishing a wholly-owned subsidiary Wuhu Second Brain Coffee Co., Ltd. to incubate new sub-brands of “Second Brain” and focus on coffee categories. The wholly-owned subsidiary has completed industrial and commercial registration and obtained a business license with a registered capital of 5 million yuan. Its registered address is located in Sunshine City, No. 8 Eshan East Road, Yugang Street, Yijiang District, Wuhu City, Anhui Province.
