This week adds 20 more! China State Construction Engineering Corporation and several other stocks disclosed shareholding and repurchase loan plans, a list of related A-share stocks is provided.
① The acceleration of Share Buyback and Shareholding through refinancing is being implemented, according to incomplete statistics from the Financial Association. As of the time of this report, 20 listed companies have disclosed information related to Share Buyback and refinancing this week (see attached table); ② The controlling shareholder of China State Construction Engineering Corporation has obtained a special loan with the maximum amount not exceeding 1.08 billion yuan. HMT (Xiamen) New Technical Materials Co., Ltd intends to increase its Share Buyback scale, and the next day's closing stock price hit the limit up.
As the Spring Festival holiday approaches, the tourism Industry is expected to pick up, and these Concept stocks are frequently being investigated.
The Spring Festival holiday is from January 28 to February 4, 2025, totaling 8 days.
The State-owned Assets Supervision and Administration Commission strengthens market cap management of controlling listed companies; unprofitable central enterprises are expected to gain a competitive edge.
The State Council's State-owned Assets Supervision and Administration Commission recently issued several opinions on improving and strengthening the Market Cap management of centrally held listed companies. It emphasizes the importance of addressing the issue of listed companies trading below net asset value, incorporating the solution to this long-standing problem into the annual key work, guiding long-term undervalued listed companies to formulate and disclose valuation enhancement plans, and supervising their implementation.
There has been no further news on the collaboration with Contemporary Amperex Technology, and CNNC Hua Yuan Titanium Dioxide is partnering with Guangdong Construction to sign a 4.27 billion yuan Energy project丨Quick Read Announcement.
① CNNC Titanium-White and Guangdong Construction Engineering plan to invest a total of 4.27 billion yuan to build related energy projects; ② Previously, the 10 billion yuan new energy project that the company and Ningde Times planned to invest did not follow.
Did stock prices leak information in advance? Anhui Fuhuang Steel Structure plans a major asset restructuring, having claimed "no such plan at present" a month ago.|Quick read of the announcement.
① Anhui Fuhuang Steel Structure intends to acquire controlling shares of Zhongke Shijie, which is under the major shareholder and had previously filed for IPO counseling on the Star; ② Recently, Anhui Fuhuang Steel Structure's stock price has been extremely volatile, and it had already reached the daily limit increase before the announcement of the reorganization news, causing skepticism among investors; ③ One month ago, Anhui Fuhuang Steel Structure publicly stated that the company currently has no plans for mergers and acquisitions.
Install as much as possible! Six departments promote the installation of rooftop photovoltaics, and building BIPV welcomes major development opportunities.
The National Development and Reform Commission and other six departments have issued the 'Guiding Opinions on Vigorously Implementing the Action of Renewable Energy Substitution'. It is proposed to promote the addition of photovoltaic systems on existing building roofs, and to promote the installation of photovoltaic systems on new factory buildings and new public buildings under certain conditions. citic sec research reports pointed out that in the future, BIPV in the construction industry will pay more attention to aesthetics, power generation efficiency, material costs, etc., making it easier for leading technology companies to develop.