[Hotspot]
Shanghai Hi-tech Control System (002184.SZ): The green business includes high-power electrical electronics products and New energy Fund storage business.
Shenzhen Hopewind Electric (603063.SH): No Orders related to Datacenter Business, not involved in Datacenter hotspots.
Shenzhen Gongjin Electronics (603118.SH): The revenue from 400G and 800G Switch Business accounts for a relatively small proportion of the company's main Business revenue.
Xiamen Leading Optics (605118.SH): AR glasses or AI glasses are not the main application fields of the company's optical products, and currently the scale is very small, accounting for less than 1% of the company's revenue.
Shanghai Smith Adhesive New Material (603683.SH): Currently not involved in 'liquid metal heat dissipation materials'.
Jiangsu Seagull Cooling Tower (603269.SH) with four consecutive boards currently has less than 1% of revenue from customers in Nuclear Power and Datacenter.
[Project Investment]
Cinda Real Estate (600657.SH): Plans to jointly establish a revitalization Fund with CHINA CINDA and Xinshengli Bao.
Anhui Sunhere Pharmaceutical Excipients (300452.SZ): plans to use part of the raised funds and its own funds to increase capital for its wholly-owned subsidiary to implement fundraising investment projects.
[Contract Bid Awarded]
Zhejiang Dali Technology (002214.SZ): Signed a contract for 71 million yuan for the development of a certain type of optoelectronic system.
National Science Military Industry (688543.SH): Signed the annual order contract for two main types of ammunition and other ammunition products for 2025.
[Performance Forecast]
Harbin Gloria Pharmaceuticals (002437.SZ): Expected net income growth of 74.51%-107.75% year-on-year in 2024.
Guangdong Haid Group (002311.SZ): It is expected that the net income in 2024 will increase by 55.04%-75.1% year-on-year.
Jones Tech Plc (300684.SZ): Expected net income growth of 157.60%-198.28% for the year 2024.
COSCO SHIP ENGY (600026.SH): It is estimated that the net income for 2024 will be approximately 3.96 billion yuan, representing a year-on-year growth of about 17.2%.
GHT Co.,Ltd (300711.SZ): The net income for the year 2024 is expected to increase by 11.09%-29.06%.
Zhejiang Crystal-optech (002273.SZ): The net income for the 2024 fiscal year is expected to increase by 66.60%-86.59%.
[Equity Acquisition]
Wuhan Jingce Electronic Group (300567.SZ): plans to acquire 72.5% equity of Jiangmen Jingce for 88.5 million yuan.
Shandong Daye (603278.SH): plans to acquire 19.4444% of the equity of Shandong Daye New Materials.
Cubic Digital Technology (300344.SZ): plans to acquire 92% partnership interest of Anhui Yunzhang through Anhui Cubic Digital Technology.
[Repurchase]
Shanxi Huhua Group (003002.SZ): plans to repurchase shares for 19 million yuan - -20 million yuan.
【Increase and Decrease】
Dali Kepu (301566.SZ): Panxin Investment plans to reduce its shareholding by no more than 4.50%.
Sanhe Pipe Pile (003037.SZ): The controlling Shareholder intends to increase its Shareholding by 40 million to -80 million yuan.
Zhejiang Shuanghuan Driveline (002472.SZ): Shareholders Li Shaoguang and Li Yu plan to collectively reduce their holdings by no more than 8 million shares.
Anges (688581.SH): New Jian Yuan and Paradise Silicon Valley plan to collectively reduce their shareholding by no more than 3%.
【Other】
