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Changsheng Bearing: The company’s business in the field of robot parts is in the stage of small-batch production and sales

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today’s focus

[Anning Shares: Planning for major asset reorganization and planning to obtain 100% equity in Jingzhi Minerals]

Anning announced that the company is planning to obtain a 100% stake in Panzhihua City Jingzhi Minerals by paying cash, which is expected to constitute a major asset reorganization. The parties involved in the transaction have signed the “Restructuring Investment Intention Agreement.” Jingzhi Minerals and its affiliated enterprises are currently in the process of substantive merger and reorganization, and the specific plan for this transaction has not yet been determined. After the completion of this transaction, Jingzhi Mining, Hongxin Industry and Trade and Liyu Mining will become wholly-owned subsidiaries of the company, and the company’s resource reserves, business scale, market share and profitability will be further improved.

[Changsheng Bearing in 3 days and 2 plates: The company’s business in the field of robot parts is in the stage of small-batch production and sales]

Changsheng Bearing issued an announcement on serious abnormal fluctuations in stock trading, saying that the company’s closing price increase deviation exceeded 30% for three consecutive trading days, and the closing price increase deviation exceeded 200% for 30 consecutive trading days, which is a serious abnormal fluctuation in stock trading. The company’s main business is the research and development, production and sales of self-lubricating bearings and high-performance polymers. The main products are self-lubricating bearings, low-friction pair parts and related precision castings. The company’s business in the field of robot parts is in the stage of small-batch production and sales, accounting for a low proportion of the company’s main business income (less than 1%) and will not have a significant impact on the company’s performance.

[Daily Interaction: The company is conducting commercial cooperation based on the DeepSeek open source agreement, but has not yet signed a relevant contract]

Daily Interactive released an announcement on abnormal fluctuations in stock trading, saying that recently, the company has noticed that some media have regarded the company’s stock as a “DeepSeek concept stock” and attracted strong attention from the capital market. In response to concerns about the capital market, the company verified that as of the disclosure date of this announcement, the company did not hold equity in Hangzhou Deep Quest Artificial Intelligence Basic Technology Research Co., Ltd.(referred to as “Deep Quest”) and its affiliated company Zhejiang Jiuzhang Asset Management Co., Ltd.(Formerly known: Hangzhou Magic Square Technology Co., Ltd.), did not provide corpus data to DeepSeek, nor did it sign any commercial cooperation agreement with Deep Quest. The company is conducting commercial cooperation with foreign countries based on in-depth pursuit of the DeepSeek open source agreement. However, as of the disclosure date of this announcement, the company has not yet signed such commercial contracts. The impact of digital products built based on the DeepSeek open source model on the company’s future revenue and operating results is uncertain.

[Hangzhou Colin: The company’s robotic six-dimensional smart sensor project is currently in the development stage]

Hangzhou Kelin issued an announcement on abnormal fluctuations in stock trading, saying that the company’s main business has not changed at this stage. The company’s robotic six-dimensional smart sensor project was established in September 2024 and is currently in the research stage, with an initial investment of only more than 3 million yuan. There is uncertainty in the research and development progress, and no related business or operating income has been generated with any company.

[Hanwei Technology: The cooperation between the company’s flexible sensors and robot-related manufacturers is still in the early stages]

Hanwei Technology announced an abnormal fluctuation in stock trading, saying that the company is concerned that the market has paid high attention to robot-related concepts recently. The cooperation between the company’s flexible sensors and robot-related manufacturers is still in the early stages of sample delivery, personalized solution customization, and small-batch supply. At the stage, it accounts for a low proportion of the company’s main business income (less than 1%) and will not have a significant impact on the company’s performance.

[2 Lianban Xingtong Shares: The company’s access to DeepSeek has no material impact on the company’s current main business]

Xingtong issued an announcement on abnormal fluctuations in stock trading stating that the company has not signed a service cooperation agreement with DeepSeek and has no other business cooperation relationship with the company. The company’s access to DeepSeek has no material impact on the company’s current main business and has no significant impact on the main business. Business income and profits have not yet had a significant impact.

[2 Lianban Hesheng New Materials: Some products of the holding subsidiary are connected to Deepseek models but have not signed a service cooperation agreement with Deepseek]

Hesheng Xincai issued a change announcement. Recently, the market has paid high attention to Deepseek related concepts. The company explains the related matters as follows: Deepseek is an open source large language model, and any user can carry out adaptation work based on this model for free. Some products of Shanghai Haixi Technology Co., Ltd., a controlling subsidiary of the company, have been connected to the Deepseek model to provide customers with a variety of local deployment solutions. However, it has not signed a service cooperation agreement with Deepseek and has no business cooperation with it. Haixi Technology has not yet generated relevant business income for this type of product and has no material impact on the company’s operating results.

[3 consecutive board Sichuan Jinding: Neither the company nor Kaifu Information has carried out business cooperation with DeepSeek Company]

Sichuan Jinding issued a stock trading risk warning announcement stating that the company is concerned that the market has paid high attention to DeepSeek related concepts in the near future, and now explains the relevant matters as follows: DeepSeek is an open source model, which can be used for free by all users, and the open information is connected to the DeepSeek model through the API interface. Except for the above circumstances, neither the company nor Kaiwu Information has carried out business cooperation with DeepSeek, and it is expected to have no material impact on the company’s current main business.

[6 consecutive board and Hangzhou teeth advance: The company’s stock trading has overheating market sentiment and high risk of speculation]

Hangzhou Chi Qianjin issued an announcement on abnormal fluctuations in stock trading, saying that the company’s stock trading closed price increase deviation exceeded 20% for two consecutive trading days, which was an abnormal fluctuation in stock trading. At present, the company’s stock has been trading daily for six consecutive trading days, with a cumulative increase of 77.13%. There is overheated market sentiment and there may be irrational speculation. The trading risk is extremely high and there is a risk of a sharp decline in the short term. After verification, the company did not have any material information that should have been disclosed but did not disclose. The company’s current main business is the design, manufacturing and sales of various gear drives and powder metallurgy products, and there have been no major changes. The “Highly Integrated and High Power Density Joint Component Technology” project undertaken by the company is still in the initial stage of research, and the research results of the project are still uncertain. There are currently no related products and no sales revenue has been generated.

[Xingguang Agricultural Machinery: The company has no plans to acquire Wode Agricultural Machinery]

Xingguang Agricultural Machinery issued a clarification statement stating that as of the disclosure date of this announcement, the company has no plans to acquire Wode Agricultural Machinery, has no communication, negotiation, or docking with Wode Agricultural Machinery, and has not yet started any cooperation. There has been no cooperation in “technology, products, channels, supply chain, services, etc.”, there has been no sharing in “parts universal, sales, research and development, after-sales, etc.”, and there is no contact in any other aspects.

Fixed increase financing repurchase

[Puluo Pharmaceutical: Plans to use 75 million yuan to 150 million yuan to buy back the company’s shares]

Puluo Pharmaceutical announced that the company plans to use its own funds to repurchase the company’s shares through centralized bidding transactions through the trading system of the Shenzhen Stock Exchange. The total amount of repurchase funds shall not be less than RMB 75 million (inclusive) and shall not exceed RMB 150 million (inclusive), used for equity incentives or employee stock ownership plans. If the company fails to implement the above-mentioned purposes within 36 months after the completion of the share repurchase, the unused part will be cancelled after completing relevant procedures in accordance with the law. The repurchase price shall not exceed RMB 22/share (inclusive), and the implementation period is within 12 months from the date of review and approval by the board of directors.

Reduce holdings

[Sanwei Xin ‘an: Shareholders plan to reduce their shares in the company by no more than 3%]

Sanwei Xin ‘an announced that shareholder Rida High-tech plans to reduce its holdings by no more than 2.29537 million shares, which is no more than 2% of the company’s total share capital; China Online Investment plans to reduce its holdings by no more than 1.14 million shares, which is no more than 1% of the company’s total share capital.

[Meixinsheng: Shareholders plan to reduce their shares in the company by no more than 2%]

Meixinsheng announced that shareholder WI HARPER FUND VII HONG KONG LIMITED holds 7.59% of the company’s shares and plans to reduce the company’s shares by no more than 2.2307 million shares through block transactions, that is, no more than 2% of the company’s total share capital.

[Hongfuhan: Shareholder Kaifeng Hanzhuo plans to reduce the company’s shares by no more than 2%]

Hongfuhan announced that Kaifeng Hanzhuo, a shareholder holding more than 5% of the shares, plans to reduce the company’s shares by 1.8 million shares through centralized bidding and block transactions from March 13 to June 12, 2025, accounting for the company’s total share capital. 2.00%. The reasons for the reduction are shareholder asset consolidation, capital turnover and own business needs.

[Dingsheng Xincai: Shareholders Purun Square and Purun Square No. 1 plan to reduce their shares in the company by no more than 3%]

Dingsheng Xincai announced that shareholders Purun Square and Purun Square No. 1 plan to reduce their holdings by no more than 8,933,779 shares through centralized bidding and block transactions within three months after 15 trading days from the date of disclosure of the announcement. The reduction ratio will not exceed 3% of the company’s total share capital. The reason for the reduction is its own capital needs, and the source of the reduction of shares is shares obtained before the IPO and obtained due to the company’s conversion of capital reserve into share capital.

[Xidiwei: Shareholders plan to reduce their shares in the company by no more than 2%]

Xidiwei announced that shareholder Chongqing Weichun Enterprise Management Consulting Co., Ltd. holds 9.23% of the company’s shares and plans to reduce the number of shares it holds in the company by means of centralized bidding and block transactions, accounting for the total proportion of the company’s total share capital shall not exceed 2%.

Transfer and acquisition of investments

[Lanyu Shares: Plans to invest 220 million yuan to build a high-end digital equipment production base project]

Lanyu announced that the company has signed an investment agreement with the Yiwu Economic and Technological Development Zone Management Committee and plans to build a high-end digital equipment production base project in Yiwu City through its holding subsidiary, with a total investment of 220 million yuan to carry out research and development and manufacturing of digital label machines and inks. The project will start within 6 months from the signing of the contract, be put into production within 24 months, and reach production within 48 months.

[Shirong Zhaoye: Plans to invest 420 million yuan to build a cogeneration central heating project]

Shirong Zhaoye announced that the company’s subsidiary Jiangxi Fengyuan Thermal Energy Co., Ltd. has signed a “Cooperation Framework Agreement” with the Linwu County People’s Government. Jiangxi Fengyuan plans to jointly establish a cogeneration project with relevant enterprises and government platform companies in Linwu County. The joint venture company will invest in a new cogeneration central heating project in Linwu County, with a planned investment of 420 million yuan in the first phase of the project. The framework agreement is an intentional agreement and will not have a material impact on the company’s financial status and operating results for the current year. It does not involve related party transactions and does not constitute a major asset reorganization.

[Changjiang Power: Plans to invest no more than 8.264 billion yuan to build the Housihe Pumped Storage Power Station Project in Gongyi, Henan]

Changjiang Power announced that the 39th meeting of the sixth board of directors of the company reviewed and approved the “Proposal on Investing in the Construction of Henan Gongyi Housihe Pumped Storage Power Station Project” and agreed that Henan Gongyi Pumped Storage Power Station Co., Ltd. should invest and build the project. The total investment does not exceed 8.264 billion yuan, of which capital accounts for 20% of the total investment. The project is located in Gongyi City, Henan Province, with a total installed capacity of 1200 MW and a planned annual power generation capacity of approximately 1.559 billion kilowatt-hours. It is planned that the first unit will be put into operation in September 2029, and all units will be put into operation in June 2030.

[China National Color Corporation: Signed a US$572 million general contract for the Vietnam Dongong Electrolytic Aluminum Project]

China National Semiconductor Corporation announced that the company and Tran Hong Quan Metallurgy Co., Ltd. signed the “General Contracting Contract for Douong Electrolytic Aluminum Project in Vietnam” with a contract amount of approximately US$572 million. The company is responsible for the design, construction and installation, procurement and transportation management of the Donong Electrolytic Aluminum Project in Vietnam.

[Zhite Xincai: Established a 200 million yuan industrial upgrading fund with Shanghai Spinel Investment]

Zhite Xincai announced that the company and Shanghai Spinel Investment Co., Ltd. jointly invested to establish the Zhite Spinel New Materials Digital Intelligence Industry Upgrade Fund Partnership (Limited Partnership), with a total subscribed capital contribution of 200 million yuan, of which the company serves as a limited partner. Contributed 199 million yuan, accounting for 99.50% of the total subscribed capital contribution. The fund is mainly invested in areas such as digital and intelligent upgrading of the construction industry and intelligent research and development of new materials.

operating results

[SF Holdings: In January, the total revenue from express logistics business, supply chain and international businesses increased by 7.88% year-on-year]

SF Holdings announced that in January 2025, the operating income of express logistics business was 20.763 billion yuan, a year-on-year increase of 6.47%; the business volume was 1.330 billion tickets, a year-on-year increase of 15.95%; and the income from single ticket was 15.61 yuan, a year-on-year decrease of 8.18%. Operating income from supply chain and international businesses was 5.514 billion yuan, a year-on-year increase of 13.55%. The company’s total revenue from express logistics business, supply chain and international business in January 2025 was RMB 26.277 billion, a year-on-year increase of 7.88%.

[YTO Express: Express delivery business revenue in January 2025 increased by 1.5% year-on-year]

YTO Express announced that in January 2025, the revenue from express delivery products was 5.340 billion yuan, a year-on-year increase of 1.50%; the business completed volume was 2.268 billion tickets, a year-on-year increase of 5.46%; and the revenue from express delivery products per ticket was 2.35 yuan, a year-on-year decrease of 3.76%.

[Jiacheng International: Net profit in 2024 will increase by 24.53% year-on-year, planned to be transferred to 4.8 yuan for 10 yuan]

Jiacheng International disclosed its annual report that the company achieved operating income of 1.346 billion yuan in 2024, a year-on-year increase of 9.83%; net profit of 205 million yuan, a year-on-year increase of 24.53%; and basic earnings per share of 0.59 yuan. The company plans to increase 4.8 shares for every 10 shares and distribute a cash dividend of 0.9 yuan (including tax).

[Haohaishengke Performance Express: Net profit in 2024 will be 420 million yuan, a year-on-year increase of 0.97%]

Haohaishengke released its 2024 annual performance report. In 2024, it achieved total operating income of 2.698 billion yuan, a year-on-year increase of 1.64%; net profit attributable to owners of the parent company was 420 million yuan, a year-on-year increase of 0.97%; and basic earnings per share were 1.8 yuan.

[Chutian Expressway: Net profit in 2024 will be 789 million yuan, down 16.22% year-on-year]

Chutian Expressway released its performance report. Total operating income in 2024 was 4.391 billion yuan, an increase of 37.39% over the same period last year; net profit attributable to shareholders of listed companies was 789 million yuan, a decrease of 16.22% from the same period last year.

stock price change

[Folai Xincai: The company is currently building a pilot test line for flexible sensors, but the project has not yet generated any revenue or profits]

Folai Xincai announced that the company’s stock price rose daily in 4 of the 7 trading days from February 11, 2025 to February 19, 2025, and the cumulative increase in the stock price in February was 55.29%. The company’s P/E ratio is significantly higher than the industry average, which may pose a risk of speculation. The company is currently building a pilot test line for flexible sensors, but the project has not yet generated any revenue or profits and will not affect the company’s performance. The company has no material information that should be disclosed but has not disclosed.

[Zhongjian Technology: The artificial intelligence robot business field is in the investment stage]

Zhongjian Technology issued a change announcement. The company is involved in the field of artificial intelligence robots and may face various uncertainties such as industry development trends, access standards for potential or intended partners, professionalism of the management team, technology research and development progress, and changes in the external market situation. Influence of factors. There are great uncertainties in the progress of the artificial intelligence robot business, such as technical solutions for related products, production capacity investment and construction progress, mass production rhythm and mass production scale. The company’s artificial intelligence robot business area is in the investment stage and has not yet contributed to the company’s performance. Investors are kindly requested to invest rationally and pay attention to investment risks.

[Nanshan Zhishang: No relevant orders have been formed in the robot application field]

Nanshan Zhishang issued a change announcement regarding recent hot market concepts such as “robotic dexterous hands” and “tendon ropes” recently mentioned by some investors through the “Interactive Easy” platform of the Shenzhen Stock Exchange. Up to now, the company’s 600-ton ultra-high molecular weight polyethylene fiber projects in the first phase and 3000-ton projects in the second phase have been fully put into operation. The mainstream solution for tendon and rope materials is mainly ultra-high molecular weight polyethylene fiber and steel wire. Among them, ultra-high molecular weight polyethylene fiber can meet the requirements of power transmission for robotic dexterous hands. The company is currently actively exploring robot-related application fields and has not yet formed relevant orders.

Approved for the bid&

[Watson Pharmaceutical: Obtained the approval notice for the supplementary application for spirulina capsules]

Watson Pharmaceutical announced that the company recently received the “Drug Supplement Application Approval Notice” approved and issued by the State Food and Drug Administration on the company’s product Spirulina Capsules, and will change the safety and other contents in the drug instructions of Spirulina Capsules. This product is an OTC Class A drug with indications for replenishing qi and nourishing blood, resolving phlegm and lowering turbid qi. It is used for symptoms such as deficiency of qi and blood and accumulation of turbid phlegm. Watson Pharmaceutical will further improve the content of safety information in the drug instructions, which will facilitate the promotion of products in the market terminal.

[Chengdi Xiangjiang: A consortium involving wholly-owned subsidiaries won the bid for a 391 million yuan project]

Chengdi Xiangjiang announced that a consortium involving Xiangjiang Systems Engineering Co., Ltd., a wholly-owned subsidiary of the company, won the bid for the construction of the Henan Airport Intelligent Computing Center (Second Center) project and the general contracting (EPC) of some supporting projects for IDC, with a total bid price (including value-added tax) 391 million yuan.

other

[West Point Pharmaceutical: The controlling shareholder and actual controller voluntarily promise not to reduce its shares in the company within 12 months]

West Point Pharmaceutical announced that Zhang Jun, the controlling shareholder and actual controller of the company, voluntarily promised that he would hold 19,627,034 shares issued before the company’s initial public offering within 12 months from the date of listing and circulation, that is, February 24, 2025. From February 23, 2026, I will not reduce my shares in the company in any form, including new shares arising from the increase of capital reserve, distribution of stock dividends, rights issue, and additional issuance during the above-mentioned commitment period. If you violate the promise and reduce your shares in the company, all the proceeds from the reduction of your shares in the company will belong to the company.

[Guosheng Financial Holding: The company obtained approval from China Securities Regulatory Commission for absorbing Guosheng Securities]

Guosheng Financial Holdings announced that the company received the “Reply on Approval of Guosheng Financial Holding Group Co., Ltd. to Absorb and Merge Guosheng Securities Co., Ltd.” issued by China Securities Regulatory Commission on February 19, 2025. The main contents of the reply include: approval of Guosheng Financial Holding to absorb and merge Guosheng Securities. After the completion of the absorption and merger, Guosheng Securities will be dissolved, the name of Guosheng Financial Holding will be changed to New Guosheng Securities, and it will undertake various branches and businesses of Guosheng Securities and Jiangxin Fund Management Co., Ltd. in accordance with the law. RMB 54 million. Guosheng Securities shall complete the industrial and commercial deregistration work within 12 months from the date of issuance of the approval, and the original Guosheng Securities branches and Guosheng Financial Holding shall complete the industrial and commercial change registration work within 12 months from the date of issuance of the approval.

[Minsheng Bank: Successfully issued 10 billion yuan of green financial bonds]

Minsheng Bank announced that with the approval of the People’s Bank of China, the Bank successfully issued “China Minsheng Bank Co., Ltd. 2025 Green Financial Bonds (Phase I)” in the national inter-bank bond market, and completed the registration and custody of bonds in the Inter-bank Market Clearing House Co., Ltd.

[Shangfeng Cement: It plans to continue to use its own idle funds totaling no more than 1.1 billion yuan for moderate securities investment]

Shangfeng Cement announced that the company’s securities investment period in 2024 is about to expire. Without affecting normal operations and controllable risks, the company plans to continue to use its own idle funds totaling no more than 1.1 billion yuan for moderate securities investment. Funds can be used on a rolling basis within this limit.

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