Focus on hot topics

Zhengzhou Tiamaes Technology (300807.SZ) announced that the company has noticed the high attention of the market to the concept of vehicle-road integration and EDR (Event Data Recorder) recently, but the company's current business is still mainly in the smart public transportation business. As of now, the company has not participated in any related pilot projects of "vehicle-road integration" and has no relevant business income. Some on-board devices of the company's vehicles can achieve the relevant functions of EDR devices, but the company has not independently developed, produced or sold EDR products. Investors should be aware of the risks.

Kuaijishan Shaoxing Rice Wine (601579.SH): The "One-day-one-smoke" bubble yellow wine has not had a significant impact on the company's performance.

Kuaijishan Shaoxing Rice Wine (601579.SH) announced that, according to the company's self-inspection, the company noticed an article about the online sales of the new product "One-day-one-smoke" bubble yellow wine developed in 2023 by the company. As of June 19, 2024, the single product sales of "One-day-one-smoke" bubble yellow wine were CNY 16.5 million, accounting for 1.2% of the company's total sales of alcoholic beverages in 2023, but have not had a significant impact on the company's performance. In addition to the above matters, no recent media reports, market rumors or hot concept issues that may have a significant impact on the company's stock trading price have been found. The information released by the company is subject to the announcement disclosed by the company in the legal disclosure media. Investors should pay attention to the risks of secondary market trading and invest rationally.

Shanghai Huaming Intelligent Terminal Equipment (300462.SZ): Currently not involved in the "vehicle-road integration" related projects.

Shanghai Huaming Intelligent Terminal Equipment (300462.SZ) announced that the company is currently not involved in any related projects of "vehicle-road integration" and advises investors to invest rationally and pay attention to the risks of concept speculation.

Investment project:

Yunnan Energy Investment (002053.SZ): Huning Yun Energy Investment New Energy Development Co., Ltd. invested in the construction of the Ningzhou Huludi Photovoltaic Power Station (Phase II) project in Huaning County.

Yunnan Energy Investment (002053.SZ) announced that on June 20, 2024, the company's board of directors passed the proposal on the investment and construction of the Huludige Photovoltaic Power Plant (Phase 2), Huanning County, Yunnan Province by Huanning Yun Energy Investment New Energy Development Co., Ltd., a wholly-owned subsidiary of the company. The project aims to firmly grasp the strategic development opportunities of Yunnan Province in creating a world-class "green energy brand", promote the realization of the company's development strategy during the "14th Five-Year Plan" period, and promote the expansion and strengthening of the company's new energy business. The company agrees to the investment and construction of the Huludige Photovoltaic Power Plant (Phase 2), with a rated capacity of 11 MW and a total investment of CNY 57.2964 million (including CNY 0.4154 million in working capital).

Chongqing Three Gorges Water Conservancy and Electric Power (600116.SH): plans to invest in the construction of the second phase project of Jiulongyuan cogeneration in Wanzhou Economic Development Zone.

Chongqing Three Gorges Water Conservancy and Electric Power (600116.SH) announced that, in order to implement the company's development strategy of creating a first-class comprehensive energy market-oriented company based on electricity sales, and to cultivate new profit growth points, in combination with the good cooperation foundation and model experience of the Phase 1 project of Jiulongyuan Cogeneration in Wanzhou Economic Development Zone, Chongqing Bolian Cogeneration Co., Ltd., a wholly-owned subsidiary of the company, was approved to invest no more than CNY 500 million to build the Phase 2 project of Jiulongyuan Cogeneration in Wanzhou Economic Development Zone, providing steam and power services for the planned alumina project of Chongqing Jiulong Wanbo New Materials Technology Co., Ltd. The investment in the project involves no related transactions nor constitutes a significant asset restructuring.

Contracts awarded:

YCIC Eco-Technology (002200.SZ): Pre-winning the bidding for the projects of "Yuanshan Sports Stadium Overall Renovation and Construction" and "Phase II Outdoor Engineering Construction of Dianbei Regional Medical Center, Yunnan Province" with a total amount of CNY 29.4967 million.

YCIC Eco-Technology (002200.SZ) announced that recently, according to the Yunnan Province Public Resource Trading Information Network, the company has been confirmed as the first candidate for the projects of "Yuanshan Sports Stadium Overall Renovation and Construction" and "Phase II Outdoor Engineering Construction of Dianbei Regional Medical Center, Yunnan Province". The pre-winning amount is CNY 29.4967 million.

Palm Eco-Town Development (002431.SZ): Winning the bidding for the first section of the basic infrastructure project of Qixian Urban and Rural Cold Chain Logistics.

Palm Eco-Town Development (002431.SZ) announced that the consortium composed of the company and China Communications Construction Co., Ltd. Xiamen Engineering Co., Ltd. and Beijing Fanzhou Jiye Construction Planning & Design Co., Ltd. has been confirmed as the winning unit of the first section of the basic infrastructure project of Qixian Urban and Rural Cold Chain Logistics via KF City Public Resource Trading Platform. As of the date of this announcement, it is still in the period of bid result announcement. The contents of the winning project are as follows:

The winning section is the first section: the general contracting of the Qi County urban and rural cold chain logistics infrastructure project; the winning content is responsible for the survey, scheme design, preliminary design, construction drawing design, engineering construction, acceptance, etc. of this project within the planning scope. The winning amount of the project company is 210,961,827.00 yuan, accounting for 5.21% of the company's audited operating income in 2023. The subsequent task of this project is to obtain the "Winning Notice" and sign relevant contracts. If it can be successfully implemented, it is expected to have a positive impact on the company's operating performance in 2024 and the future.

ST Mingjia (300506.SZ): Signed a subcontracting agreement for the Wuzhou Qilou City and the Two Rivers and Four Banks Night Environment Improvement Project worth about 100 million yuan.

*ST Mingjia (300506.SZ) announced that the company ("Party B") signed a "Wuzhou Qiloucheng and Both Rivers and Four Banks Night Environment Improvement Engineering Subcontract Agreement" with Wuzhou Qiloucheng Cultural Tourism Investment Co., Ltd. ("Contractor" "Party A"). The contract amount is tentatively set at a total price including tax of 100 million yuan.

Qingdao Tgood Electric (300001.SZ): Expected to win the bid for China Huaneng project.

TGOOD Electric (300001.SZ) announced that China Huaneng Group Co., Ltd. released the candidate list of the China Huaneng Group Co., Ltd. 2024-2025 new energy booster station GIS equipment framework agreement procurement on its e-commerce platform. Qingdao Tgood Electric Co., Ltd. is the No.1 candidate for the bidding team 2 of the project section. The bid price is 58.71 million yuan.

Qiaoyin City Management (002973.SZ): Pre-winning bid for the approximately 135 million yuan Guangdong Province Zhaoqing New District 2024-2027 Urban Environmental Sanitation and Greening Integrated Management Project.

Qiaoyin Shares (002973.SZ) announced that Qiaoyin Urban Management Co., Ltd. is expected to win the 2024-2027 Urban Cleaning, Greening and Management Integration Project in Zhaoqing New District. The winning (trading) amount is about 135 million yuan/3 years.

Power Construction Corporation of China, ltd (601669.SH): Wins the bid for the EPC general contracting project of the Chencixi pumped storage power station in Hunan Province with a total contract amount of 5.306 billion yuan.

Power Construction Corporation of China, Ltd. (601669.SH) announced that its subsidiary China Power Construction Group Zhongnan Survey, Design and Research Institute Co., Ltd. and China Water Resources and Hydropower Eighth Engineering Bureau Co., Ltd. and China Water Resources and Hydropower Seventh Engineering Bureau Co., Ltd. formed a consortium and won the EPC general contracting project of Chenxi Pumped Storage Power Station Engineering in Hunan Province. The winning amount is about RMB 5.306 billion. The total construction period is tentatively set at 2284 calendar days.

Yunnan Energy Investment (002053.SZ) announced that on June 20, 2024, the board of directors approved the proposal for the company to acquire 100% equity of Anning Yunneng Investment Energy Storage Technology Co., Ltd. held by its wholly-owned subsidiary Yunnan Province Salt Industry Co., Ltd. This equity acquisition is completed with the company's own funds, at a purchase price of RMB 2,637,032.79 yuan, which is the book value of net assets of Anning Yunneng Investment Energy Storage Technology Co., Ltd. audited as of December 31, 2023 (the acquisition baseline date). After the completion of this equity acquisition, the company will directly hold 100% equity of Anning Yunneng Investment Energy Storage Technology Co., Ltd. It will be changed from a wholly-owned subsidiary of the company's wholly-owned subsidiary to a wholly-owned subsidiary of the company. It will become the investment subject of Kunming Anning 300MW Compressed Air Energy Storage Demonstration Project.

Zhejiang Meili High Technology (300611.SZ) plans to invest 20 million yuan in Asia Vets and will receive 16.67% equity.

Zhejiang Meili High Technology (300611.SZ) announced that on June 20, 2024, the company signed an "Investment Agreement" with Wuhan Puchang Intelligent Technology Co., Ltd. ("Puchang Intelligent"), Zhu Chunfeng and Chen Sheng, and the company will Invest 20 million yuan in Puchang Intelligent with its own funds. After this investment is completed, the company will hold 16.67% equity of Puchang Intelligent.

[Performance data]

In May, the net income of Nanqiao Food (605339.SH) was 18.59 million yuan, a year-on-year increase of 3.16%.

Nanqiao Food (605339.SH) announced that the net profit attributable to shareholders of the parent company in May 2024 was RMB 18.5903 million, a year-on-year increase of 3.16%.

[Repurchase]

Shenzhen Kingkey Smart Agriculture Times (000048.SZ): plans to repurchase shares worth 100-200 million yuan.

Shenzhen Kingkey Smart Agriculture Times (000048.SZ) announced that the total amount of funds planned for repurchase of shares is not less than RMB 100 million, and not more than RMB 200 million, and the price range does not exceed RMB 25.50 yuan/share.

Yunnan Jianzhijia Health-Chain (605266.SH): Plans to repurchase company shares of at least RMB 20 million and no more than RMB 30 million.

Yunnan Jianzhijia Health-Chain (605266.SH) announced that the company plans to repurchase A shares with an amount not less than RMB 20 million and not more than RMB 30 million (both inclusive). The repurchase price of shares does not exceed RMB 32.34 yuan/share (inclusive). The total amount of repurchased shares is 61.8429 million shares to 92.7643 million shares (calculated based on the upper limit of the repurchase price), accounting for 0.40% to 0.60% of the company's total share capital. The source of the repurchased shares fund is the company's own funds. The purpose of this share repurchase is to maintain the company's value and shareholder rights. The repurchased shares will be sold by centralized bidding transaction after disclosing the repurchase results and share changes announcement for 12 months, and will be sold within 3 years after the disclosure of the repurchase results and share changes announcement, in accordance with relevant rules.

Nanqiao Food (605339.SH): Plans to repurchase company shares of RMB 50 million-80 million.

Nanqiao Food (605339.SH) announced that it plans to repurchase the company's shares with funds. The total amount of repurchased shares is not less than RMB 50 million and not more than RMB 80 million of the company's shares. The repurchase price or price range does not exceed RMB 24.36 yuan per share.

Shenzhen Exc-led Technology (300889.SZ) announced that the company's shareholders holding more than 5% of the shares, directors and executives Zhang Fengbin and Feng Renrong, directors and executives Chen Yongjian and Guo Quntao, and shareholders holding more than 5% of the shares Chen Li intend to reduce their holdings of the company's shares, with a total of 3.2276 million shares.

Dagang Holding Group (300103.SZ): Yingqi Management plans to reduce its shareholding by no more than 3%.

Dagang Holding Group (300103.SZ) announced that its shareholder Yingqi Management Plan will reduce its holdings of the company's shares through centralized bidding or bulk trading within three months after 15 trading days from the announcement of the reduction plan, with a total reduction of no more than 9,520,000 shares (about 3% of the total share capital of the company). Among them, the number of shares reducing through centralized bidding in any consecutive 90 days does not exceed 1% of the total number of shares of the company, and through bulk trading does not exceed 2%, and the reduction price will be determined based on the market price at the time of reduction.

Xinyu Iron & Steel (600782.SH): Controlling shareholder Xinyu Group plans to increase its shareholding by no more than RMB 300 million.

Xinyu Iron & Steel (600782.SH) announced that based on its confidence in the company's sustainable and stable development in the future and recognition of its long-term investment value, as well as to promote the company's continuous, stable and healthy development and enhance investor confidence, Xinyu Group plans to increase its holdings of the company's ordinary shares (stock code: 600782) by purchasing shares through Shanghai Stock Exchange's allowed methods (including but not limited to centralized bidding transactions, bulk trading, etc.) using its own funds within 12 months from the date of formal decision by Xinyu Group. The planned amount of increase shall not exceed RMB 300 million (inclusive).

Tongwei Co., Ltd. (600438.SH): Tongwei Group has cumulatively increased its holdings of the company's shares by RMB 529 million.

Tongwei Co., Ltd. (600438.SH) announced that as of June 20, 2024, Tongwei Group has cumulatively increased its holdings of the company's shares by 23.6249 million shares through centralized bidding trading on the Shanghai Stock Exchange's trading system, accounting for 0.5248% of the total share capital of the company, with an increase in value of RMB 529 million. The increase plan is not yet complete, and Tongwei Group will continue to increase its holdings of the company's shares in accordance with this plan.

Jiayou International Logistics (603871.SH): Seven individual shareholders plan to reduce their shareholdings by no more than 3.33%.

Jiayou International Logistics (603871.SH) announced that seven individual shareholders, including Han Jinghua, Meng Lian, Tang Shilun, Wang Benli, Hou Runping, Bai Yu, and Wu Zibin, plan to reduce their holdings of the company's shares through centralized bidding and/or bulk trading, with a total reduction of no more than 32,570,800 shares, accounting for no more than 3.33% of the total share capital of the company. The reduction price will be determined based on the market price, and the reduction will be conducted within three months after 15 trading days from the date of this announcement from July 12, 2024 to October 11, 2024. Among them, Han Jinghua and Meng Lian plan to reduce their holdings of the company's shares by no more than 9,771,400 shares through centralized bidding trading, not more than 1% of the total share capital of the company; and by no more than 19,542,900 shares through bulk trading, not more than 2% of the total share capital of the company. The other five individual shareholders plan to reduce their shareholdings of the company's shares by no more than 1,085,500 shares through centralized bidding trading, not more than 0.11% of the total share capital of the company; and by no more than 2,171,000 shares through bulk trading, not more than 0.22% of the total share capital of the company.

【Other】

Jilin Yatai (600881.SH): The company's stock may be delisted due to its stock price being below RMB 1.

Jilin Yatai (600881.SH) announced that, according to Article 9.2.1, Paragraph 1 of the Rules Governing the Listing of Stocks, if the daily closing price of the stock of a company listed only in A shares on the Shanghai Stock Exchange falls below RMB 1 for 20 consecutive trading days, the SSE may terminate the listing trading of the company's stock. The closing price of the company's stock was RMB 0.99/share on June 20, 2024, which was below RMB 1 for the first time. If the situation of 'the daily closing price of the stock fell below RMB 1 for 20 consecutive trading days' occurs, the company's stock will be delisted by the SSE due to triggering the mandatory delisting provision for stocks.

Special Treat Zhou Intercontinental (600759.SH): The company's stock applied to revoke other risk warnings.

Special Treat Zhou Intercontinental (600759.SH) announced that according to the relevant provisions of the Shanghai Stock Exchange Listing Rules, the other risk warnings related to the company have been eliminated and there is no situation that triggers other risk warnings. Therefore, the company has applied to revoke the other risk warnings imposed on its stock by the Shanghai Stock Exchange.

Guanglian Aviation Industry (300900.SZ): signed an agreement for the development of composite tooling frames for the C929 wide-body passenger jet project worth no more than 105 million yuan.

Guanglian Aviation Industry (300900.SZ) announced that the company (Party B) has signed the "C929 Wide-Body Aircraft Project Development Composite Tooling Framework Agreement 2" with Shanghai Aircraft Manufacturing Co., Ltd. (referred to as Shanghai Aircraft, Trading Counterparty or Party A). The contract amount including taxes is no more than RMB 105 million, and the contract target is the composite tooling for the C929 project.