[Business Data]

China Mobile (600941.SH) released customer data for January. The mobile business had a net increase of 576,000 customers this month, and the cable broadband business had a net increase of 2.613 million customers this month.

China Unicom (600050.SH): As of January, the total number of 5G package users reached 264 million

China Unicom (600050.SH) announced that as of January 2024, the total number of 5G package users reached 263.842 million.

China Telecom (601728.SH): Net increase of 1.28 million mobile users in January

China Telecom (601728.SH) released its main operating data for January. There was a net increase of 1.28 million mobile users, a net increase of 1.28 million in the month of cable broadband users, and a net decrease of 130,000 in the same month in the number of fixed telephone users.

[Investment projects]

Tiantie Co., Ltd. (300587.SZ): Plans to invest 1.45 billion yuan to build a modified graphite anode material project with an annual output of 100,000 tons

Tiantie Co., Ltd. (300587.SZ) announced that the company signed an “Investment Agreement” with the Anhui Hefei Lujiang High-tech Industrial Development Zone Management Committee to invest in a modified graphite anode material project with an annual output of 100,000 tons in the Lujiang High-tech Zone. The total investment is about 1,450 million yuan, including fixed asset investment of about 1.2 billion yuan and working capital of about 250 million yuan. After the entire project is completed and delivered, it is expected to achieve an annual output value of 2.5 billion yuan and an annual tax payment of about 100 million yuan.

[Contract won the bid]

Liande Equipment (300545.SZ): won the bid for the 6th generation flexible active matrix organic light-emitting display (AMOLED) module production line project

Liande Equipment (300545.SZ) announced that the company recently received the “Notice of Winning Bid” from China E-Commerce (Beijing) Co., Ltd., confirming that the company became the winning bidder for the 6th generation flexible active matrix organic light-emitting display (AMOLED) module production line project (hereinafter referred to as the “Project”), with a total bid amount of about 125 million yuan.

Tuobang Co., Ltd. (002139.SZ): Won the 340 million yuan China Tower centralized bidding project for lithium iron phosphate battery products for backup electricity in 2023-2024

Tuobang Co., Ltd. (002139.SZ) announced that the company recently received a notice of winning bid from the bidding agency China Communications Construction Group Co., Ltd. (“China Communications”), confirming that the company was the winner of China Tower's 2023-2024 centralized bidding project for lithium iron phosphate battery products for backup electricity, with a bid amount of about 340 million yuan (tax included).

[[Share acquisition]

Silicon Bao Technology (300019.SZ): Proposes to acquire 100% of Jiahao shares

Silicon Bao Technology (300019.SZ) announced that on February 20, 2024, the company signed the “Framework Agreement on the Equity Acquisition of Jiangsu Jiahao Hot Melt Adhesive Co., Ltd.” with Taicang Jiahao Industrial Co., Ltd. and Shi Yuni. The company plans to acquire 100% of the shares of Jiangsu Jiahao Hot Melt Adhesive Co., Ltd. (“Jiahao Shares” for short) in cash. According to the company's current preliminary assessment of the business, finance and team conditions of Jiahao Co., Ltd., the overall valuation of Jiahao Co., Ltd. was tentatively set at RMB 480 million. The final assessment value assessed by the appraiser firm (the evaluation reference date is December 31, 2023) was determined through negotiations between the company and the equity transferor.

Beijing Investment Development (600683.SH): The subsidiary plans to acquire 5% of Beijing Investment Fengde's shares for 1 million yuan

Beijing Investment Development (600683.SH) announced that Beijing Jingtou Land Real Estate Co., Ltd., a wholly-owned subsidiary of the company, plans to acquire 5% of Beijing Jingtou Fengde Real Estate Co., Ltd.'s shares held by Beijing Guogongzhuang Investment Management Company, based on the “Beijing Jingtou Fengde Real Estate Co., Ltd. shareholders' asset evaluation report involving the proposed acquisition of shares by Beijing Guorong Xinghua Asset Evaluation Co., Ltd.” and “1518-L01, 1518-L04, Guogongzhuang Village, Huaxiang, Fengtai District, Beijing According to the relevant agreement in the “1518-L05, 1518-L06, and 1518-L07 Land Auction and Development Cooperation Agreement”, after negotiations between the two parties, Beijing Investment Land plans to acquire Guo Gongzhuang Investment Company's 5% stake in Beijing Investment Fengde for 1 million yuan. After the transaction is completed, Beijing Investment Land will hold 75% of Beijing Investment Fengde's shares. The acquisition will not change the scope of the company's consolidated financial statements.

China Airlines (002928.SZ): Plans to sell 100% of Huaxia Education's shares to Huaxia Yunyi for 604 million yuan

Huaxia Airlines (002928.SZ) announced that in order to further focus on the main business of domestic and international air passenger and cargo transportation of Huaxia Airlines Co., Ltd. and optimize the industrial structure and resource allocation, the company held the 11th meeting of the 3rd board of directors and the 10th meeting of the 3rd board of supervisors to review and pass the “Proposal on Sale of Assets and Related Transactions” on February 20, 2024. The company plans to sell 100% of the shares of its subsidiary Huaxia Aviation Education Technology Co., Ltd. (“Huaxia Education” or the “target company”) to Huaxia Yunyi International Education Technology Co., Ltd. ( (“Huaxia Yunyi” for short), with a transfer price of 604 million yuan.

[Performance data]

Tomson Beijian (300146.SZ) performance report: 2023 net profit of 1,746 billion yuan increased 26.00% year-on-year

Tomson Beijian (300146.SZ) announced the 2023 annual results report. During the reporting period, the company achieved total operating income of 9.407 billion yuan, up 19.66% year on year; net profit attributable to shareholders of listed companies was 1,746 billion yuan, up 26.00% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 1,597 billion yuan, up 16.09% year on year; basic earnings per share were 1.03 yuan.

Huafeng Measurement & Control (688200.SH) Performance Report: Net profit of 249 million yuan in 2023 fell 52.60% year on year

Huafeng Measurement & Control (688200.SH) announced the 2023 Annual Results Report. During the reporting period, the company achieved operating revenue of 691 million yuan, a decrease of 35.47% over the same period of the previous year; realized net profit attributable to owners of the parent company of 249 million yuan, a decrease of 52.60% over the same period of the previous year; and net profit attributable to owners of the parent company after deducting non-recurring profit and loss of 249 million yuan, a decrease of 50.68% over the same period last year.

[Repurchase]

Mingyang Intelligence (601615.SH): Plans to spend 300 million yuan to 600 million yuan to repurchase shares

Mingyang Intelligence (601615.SH) announced that the company plans to use its own funds to repurchase the company's shares through centralized bidding transactions. The total share repurchase capital will not exceed RMB 60 million (inclusive) and not less than RMB 30 million (inclusive). The share repurchase price is not more than RMB 15 per share (inclusive).

Antu Biotech (603658.SH): Plans to spend 250 million yuan to repurchase shares

Antu Biotech (603658.SH) announced that the company plans to use its own funds to repurchase the company's shares through centralized bidding transactions. The repurchased shares will all be cancelled and the company's registered capital will be reduced. The total repurchase amount will not be less than RMB 250 million (inclusive) and no more than RMB 500,000 (inclusive), and the repurchase price will not exceed RMB 60 per share (inclusive).

Xilinmen (603008.SH) announced that, based on firm confidence in the company's development prospects and recognition of the company's long-term investment value, the company's actual controllers, Mr. Chen Yicheng (son of Chen Ayu) and Ms. Chen Pingqi (daughter of Chen Ayu), plan to increase their holdings of the company through methods permitted by the Shanghai Stock Exchange (including but not limited to centralized bidding transactions, bulk transactions, etc.), to increase the cumulative number of shares held by no less than 1.00% of the company's total share capital and not exceed 1.25% of the company's total share capital.

*ST Mogao (600543.SH): Controlling shareholder plans to increase shares by 1%-2%

*ST Mogao (600543.SH) announced that on February 19, 2024, the controlling shareholder, Gansu Nongken Group Co., Ltd. increased its holdings by 350,000 shares through centralized bidding transactions in the Shanghai Stock Exchange stock exchange system, increasing its holdings at an average price of 4.39 yuan/share, and an increase of 1,537,397.63 yuan, accounting for about 0.11% of the company's total share capital. Based on confidence in the company's future stable development and recognition of long-term investment value, the Gansu Agricultural Reclamation Plan uses its own funds to increase the company's shares through centralized bidding transactions through the Shanghai Stock Exchange stock exchange system within 6 months from the date of implementation of this increase (February 19, 2024). The cumulative increase ratio is not less than 1% of the company's total issued shares, and no more than 2% of the company's total issued shares (including the first increase on February 19, 2024). There is no fixed price or price range for this increase in holdings. Gansu Nongken will take the opportunity to gradually implement a plan to increase its holdings according to the company's stock price fluctuations and overall capital market trends.

[Other]

New open source (300109.SZ): It is proposed to raise no more than 623 million yuan in additional capital for actual controllers to act in concert

New Open Source (300109.SZ) announced plans to issue A-shares to specific targets in 2024. The number of shares issued this time is no more than 50,000,000 shares (including the number of shares), which does not exceed 30% of the company's total share capital before this issuance. The issue price of the current issuance of shares to specific targets is 12.46 yuan/share, which is not less than 80% of the average price of the company's shares in the 20 trading days before the pricing benchmark date. The issuers of this issue are Zhang Junzheng and Yang Hongbo. They are the co-actors of the company's actual controllers, Wang Donghu, Yang Haijiang, and Ren Dalong, who subscribed to all of the company's shares issued in cash. This offering constitutes a related transaction. The total amount of capital raised in this issue does not exceed 623 million yuan (including the number of shares), and the net amount of capital raised after deducting issuance fees will be used to supplement working capital.

Asia Pacific Technology (002540.SZ): The subsidiary obtains estimated total sales of about 395 million yuan during the targeted life cycle of the parts project

Asia Pacific Technology (002540.SZ) announced that Jiangsu Haisheng Auto Parts Technology Co., Ltd. (“Haisheng Auto Zero”), a wholly-owned subsidiary of the company, recently completed the signing of a “Supplier Fixed-Point Agreement” (hereinafter referred to as the “Fixed-Point Letter”) with an international automobile manufacturer (limited to a confidentiality agreement, unable to disclose its name, “customer”), and Haisheng Auto Zero became the supplier for the customer's first electric vehicle energy absorption balance beam component project. According to the customer plan, the life cycle of this targeted project is 6 years. The total sales volume is estimated to be about RMB 395 million during the life cycle, and mass production is expected to begin in 2025.