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【News Review】

1. The Standing Committee of the Political Bureau of the CPC Central Committee held a meeting on July 25 to study and deploy flood prevention, flood fighting and disaster relief work. Xi Jinping, General Secretary of the CPC Central Committee, presided over the meeting and delivered an important speech. The meeting emphasized that my country is currently in the critical period of flood prevention from July to August. The pressure on flood prevention peaks, dam breach prevention and waterlogging drainage in the Yangtze River and other basins remains unabated. The Yellow River, Huaihe River, Haihe River and Songliao River basins are likely to experience heavy floods. In addition, the typhoon has entered an active period, and the flood prevention situation has become more severe and complicated. All relevant regions, departments and units must always tighten the string of flood prevention and flood fighting, firmly grasp the initiative in work, and resolutely win the tough battle of flood prevention, flood fighting and disaster relief.

2. Italian Prime Minister Meroni will pay an official visit to China from July 27 to 31. On July 25, Foreign Ministry Spokesperson Mao Ning hosted a regular press conference. Mao Ning said that this year marks the 20th anniversary of the establishment of a comprehensive strategic partnership between China and Italy. China is willing to take this visit as an opportunity to consolidate traditional friendship, carry forward the spirit of the Silk Road, enhance understanding and trust, deepen practical cooperation and cultural exchanges, promote the steady development of China-Italy and China-EU relations, and jointly make greater contributions to world peace, stability and prosperity.

3. Recently, the European Commission announced that it will impose a temporary tariff of 12.8% to 36.4% on biodiesel imported from China within four weeks.Anti-dumpingAt the Ministry of Commerce's regular press conference yesterday, spokesperson He Yongqian said that China has repeatedly stressed that the EU's tax measures will only raise the cost of related products, damage the interests of related EU industries and consumers, and undermine the EU's green transformation process and the overall situation of China-EU economic and trade cooperation.

4. The Ministry of Commerce introduced my country's outward investment and cooperation in the first half of the year: From January to June 2024, my country's outward non-financial direct investment was US$72.62 billion, a year-on-year increase of 16.6%.

【Industry Hotspots】

1. The National Development and Reform Commission and the Ministry of Finance issued the "Several Measures on Further Supporting Large-Scale Equipment Renewal and Consumer Goods Trade-in". According to the "Action Plan for Promoting Large-Scale Equipment Renewal and Consumer Goods Trade-in" (Guofa [2024] No. 7), about 300 billion yuan of ultra-long-term special treasury bond funds are now coordinated to further support large-scale equipment renewal and consumer goods trade-in.

2. The new round of refined oil price adjustment window will be opened at 24:00 on July 25. The details of this oil price adjustment are as follows: domestic gasoline and diesel will be reduced by 145 yuan and 140 yuan per ton respectively. On average across the country: No. 92 gasoline will be reduced by 0.11 yuan per liter; No. 95 gasoline will be reduced by 0.12 yuan per liter; No. 0 diesel will be reduced by 0.12 yuan per liter. Taking a family car with a fuel tank capacity of 50L as an example, filling a tank of No. 92 gasoline will save 5.5 yuan.

3. Recently, financial regulatory authorities in North China notified some trust companies that they are prohibited from providing "closing price valuation" services in the process of cooperating with bank financial management. This is also the first time that the new valuation model of "closing price valuation" has been directly mentioned in the regulatory notice.

4. The Tianjin Municipal Bureau of Commerce recently hosted a special research meeting on the development of Tianjin's wind power industry chain. The person in charge of the Municipal Bureau of Commerce said that new economic growth points for the wind power industry should be explored to make greater contributions to Tianjin's economic development.

5. A plot of land in Yongfeng Industrial Base, Xibeiwang Town, Haidian District, Beijing, was auctioned. The land area of ​​the plot is 85,600 square meters, the construction scale is 162,900 square meters, and the starting price is 8.6 billion yuan. After 3 online bids and 5 on-site bids, the plot was finally won by Poly and Jiangong Consortium with a total price of 8.901 billion yuan, with a floor price of 54,643 yuan/square meter and a premium rate of 3.5%.

6. Shanghai issued the "Shanghai Action Plan to Promote Industrial Services to Empower Industrial Upgrading (2024-2027)", which proposed to promote the deep integration of artificial intelligence and manufacturing. Create a national humanoid robot manufacturing innovation center, create a number of humanoid robot empowerment manufacturing application scenarios in the fields of automobile, electrical equipment production and parts processing, and form robot production solutions.

【Topic Company】

1. Dongfang Zhenxuan announced on the Hong Kong Stock Exchange that anchor Dong Yuhui had resigned. On the same day, Dongfang Zhenxuan announced that it would sell 100% of its shares in YuhuixingEquityTo Dong Yuhui, the price was RMB 76,585,500.

2. Baosteel Co., Ltd. announced that it plans to jointly invest in and operate the Saudi thick plate project with Saudi Aramco and others, with a total investment of US$4.543 billion.

3. SmartSens announced that its shareholders intend to transfer 8 million shares at an inquiry price, accounting for 2% of the total share capital.

4. Qi'anxin announced that Qi'an No. 1 intends to transfer no more than 5.01% of its shares by agreement.

5. Loongson Technology announced that the initial sample test of 3C6000 server chip generally met expectations.

6. China Electric Motor announced that it would transfer 30% of the company's shares and change the actual controller at RMB 13.03 and RMB 11.105 per share, and the stock would resume trading.

7. Junda shares announced that it plans to invest US$280 million to build a 5GW high-efficiency battery production base project in Oman.

8. China Power Construction announced that it has signed a US$755 million EPC contract for the Abu Dhabi PV3 Ajiban 1.5GW photovoltaic project.

9. Baota Industry announced that it plans to acquire 100% equity of Ningxia Electric Power Investment New Energy Co., Ltd., and its stock will resume trading from today.

10. China Security & Technology announced that it plans to sign an investment cooperation agreement with Yixing Xingyang Industrial Investment to jointly build the Yixing Artificial Intelligence Computing Center project.

11. Feilixin announced that it had signed a cloud service cooperation agreement with a value of RMB 1.085 billion.

【Stock Market Dynamics】

1. The three major U.S. stock indexes closed mixed, with the Dow up 0.2%, the S&P 500 down 0.51%, and the Nasdaq down 0.93%. Most large technology stocks fell, with Google down more than 3% and Microsoft down more than 2%; Tesla rose about 2%. Ford Motor fell more than 18%, the largest single-day drop since 2008. ServiceNOW rose more than 13%, setting a record closing high. Most major European stock indices closed down, with Germany's DAX30 index down 0.44%.

2. The settlement price of international crude oil futures closed higher. The September contract of WTI crude oil futures rose by 0.89%, and the September contract of Brent crude oil futures rose by 0.81%.

3. COMEX August gold futures fell 2.21%, and COMEX September silver futures fell 4.51%.

【Notice】

【Hotspot】

Guozhong Water: Whether the major asset restructuring can be finally implemented and the specific progress of implementation are subject to significant uncertainty

Guozhong Water (600187) issued an unusual announcement on the evening of July 25. The "Equity Transaction Intention Agreement" signed by the company for the acquisition of Zhuji Wenshenghui with a registered capital of no less than 232 million yuan is only an intention agreement, which aims to express the cooperation intention of all parties and the preliminary negotiation results. The final transaction method and the equity ratio of the transaction need to be further negotiated and determined by the parties to the transaction after the completion of the audit and evaluation, and shall be subject to the formal agreement signed by all parties. Whether it can be implemented in the end and the specific progress of implementation are subject to significant uncertainty. The transaction matters involved in this transaction will not have a significant impact on the company's business activities in the short term.

China Electric Motor: The company's control rights are expected to change and the company will resume trading on July 26

China Electric Motor (603988) announced on the evening of July 25 that the company's controlling shareholder Ningbo Juntuo and Highland Resources signed theShare Transfer AgreementOn the same day, shareholders Wang Jianyu and Wang Jiankai signed the "Share Transfer Agreement", "Agreement on Waiver of Voting Rights" and "Share Pledge Agreement" with Highland Resources. In addition, Ningbo Juntuo signed the "Supplementary Agreement on the Share Transfer Agreement of China Electric Motor Co., Ltd." with Wang Jianyu, Wang Jiankai and Wang Panrong. Through the above-mentioned transfer agreement, Highland Resources acquired a total ofPublic CompanyThe company will acquire 70.56 million shares (accounting for 30% of the total shares of the listed company) and thus obtain the controlling rights of the listed company. After the equity change is completed, the controlling shareholder of the listed company will be changed to Highland Resources, and the actual controller will be changed to Guo Wenjun. In addition, Highland Resources promises that the company or its affiliates will increase their holdings of the listed company's shares at an appropriate time within 12 months, and the increase in holdings will not be less than 1% of the total share capital of the listed company at that time. The company's shares will resume trading from the opening of the market on the morning of July 26 (Friday).

Jiaao Environmental Protection: The EU's temporary tariffs have limited overall impact on the company's biodiesel exports

Jiaao Environmental Protection (603822) announced on the evening of July 25 that on July 19, the European Commission announced the preliminary disclosure announcement on the anti-dumping investigation of Chinese biodiesel products. The main contents involving the company are as follows: The European Commission will impose a 36.40% temporary anti-dumping fee on the biodiesel products involved in Zhejiang Jiaao Green New Energy Co., Ltd., Zhejiang Dongjiang Energy Technology Co., Ltd., and Jiaao International Trading (Singapore) Co., Ltd. after the preliminary ruling is announced.Dumping Duty, sustainable aviation fuel (SAF) is not subject to anti-dumping duties. The temporary tariffs imposed by the EU have had a certain impact on the company's biodiesel exports to the EU market, but the overall impact is limited. The company is currently taking measures to actively respond, including but not limited to: 1. Continue to process into bio-based plasticizers and other products. 2. Actively develop domestic application scenarios for biodiesel and expand the domestic sales market. The company has signed a strategic cooperation framework agreement with China Marine Fuel Co., Ltd. and will jointly open up a low-carbon market in the transportation field. 3. Actively accelerate the construction and production of the Lianyungang SAF project.

Dongfang Group: The company's stock may be at risk of being delisted due to the stock price being below 1 yuan

Dongfang Group (600811) announced on the evening of July 25 that the closing price of the company's stock on July 25 was 0.98 yuan per share, which was lower than RMB 1. According to the Shanghai Stock Exchange Listing Rules (Article 9.2.1, Paragraph 1, Item 1), only stocks issued on the Shanghai Stock ExchangeA sharesFor a listed company whose stock closes below 1 yuan for 20 consecutive trading days, its stock may be delisted by the Shanghai Stock Exchange.

【Mergers and acquisitions】

Baota Industry: Plans to acquire 100% equity of Diantou New Energy, stock will resume trading on July 26

Baota Industry (000595) announced on the evening of July 25 that the company intends to use the relevant assets and liabilities of the bearing business, except for some retained assets and liabilities, as the disposal assets, and exchange them with the 100% equity of Ningxia Electric Power Investment New Energy Co., Ltd. (hereinafter referred to as "Electric Power Investment New Energy") held by Ningxia Electric Power Investment Group Co., Ltd., which is the equivalent of the placed assets. The difference between the placed assets and the disposed assets will be purchased by the listed company from Ningxia Electric Power Investment Group Co., Ltd. by issuing shares. At the same time, the listed company intends to raise supporting funds. After the transaction is completed, the existing bearing business of the listed company will be disposed of, and the main business will be changed to the investment, development and operation of wind power, photovoltaic and energy storage power stations, as well as the production and sales of marine electrical appliances. As of now, the specific transaction price of this transaction has not yet been determined. The company's stock will resume trading from the opening of the market on July 26.

Jiahe Intelligent: Plans to acquire 51% equity of Jiachao Technology for RMB 230 million

Jiahe Intelligent (300793) announced on the evening of July 25 that the company intends to acquire 51% of the equity of Dongguan Jiachao Hardware Technology Co., Ltd. ("Jiachao Technology") in cash, and the total estimated value of the equity transaction is tentatively set at 230 million yuan. Jiachao Technology is a high-tech company specializing in the research and development, production and sales of copper and aluminum soft and hard connections for new energy power battery modules.

United Imaging Healthcare: Plans to invest RMB 120 million in Jiuyiyuan to acquire 10% equity after capital increase

United Imaging Healthcare (688271) announced on the evening of July 25 that the company intends to invest its own funds in Sichuan Jiuyiyuan Particle Technology Co., Ltd. (hereinafter referred to as "Jiuyiyuan") to obtain 10% of its equity after the capital increase, and the transaction price is 120 million yuan. In view of the fact that Shanghai Lianhe is a legal person who directly holds more than 5% of the company's shares, Shanghai Lianhe also intends to use its own funds to obtain 5% of Jiuyiyuan's equity after the capital increase. Jiuyiyuan is one of the few cyclotron accelerator manufacturers at present, and its main products include accelerators of different energy levels such as 7MeV, 11MeV, and 20MeV.

【Changes in equity】

Qi'anxin: Qi'an No. 1 intends to transfer no more than 5.01% of its shares through an agreement

Qi'anxin (688561) announced on the evening of July 25 that its shareholder Qi'an No. 1 currently holds 5.93% of the company's shares. Qi'an No. 1 plans to transfer no more than 34.2586 million shares (no more than 5.01% of the total number of shares of the company) of the company held by it to specific strategic targets through an agreement transfer between July 31 and October 30, 2024. This reduction does not involve the reduction of holdings by the actual controller, nor will it lead to a change in the company's control.

Guangyang Shares: The company's actual controller is expected to change

Guangyang Shares (002708) announced on the evening of July 25 that the company's actual controller, Fuhai Guangyang Fund, signed an equity transfer agreement with Huangshan Jiantou Fuhai Guangyang Equity Investment Fund Partnership (Limited Partnership) (referred to as "Huangshan Fuhai Fund") on July 25. Huangshan Fuhai Fund acquired 81.667% of the shares of Guangyang Holdings, the company's controlling shareholder, from Fuhai Guangyang Fund in cash, thereby obtaining control of the listed company. The total price of this equity transfer is 1.157 billion yuan. If this transaction is finally implemented, the company's actual controller will be changed from Fuhai Guangyang Fund to Huangshan State-owned Assets Supervision and Administration Commission. On the same day, the company signed a framework agreement with the Huangshan High-tech Zone Management Committee.

Slake: The controlling shareholder intends to transfer part of the company's shares by agreement

Slake (300382) announced on the evening of July 25 that the company's controlling shareholder, Coles, and Shaanxi International Trust Co., Ltd. (representing "Shaanxi Guotou•Jinyu 213 Securities Investment Collective Fund Trust Plan") (hereinafter referred to as "Shaanxi Guotou") signed a share transfer agreement on July 23, intending to transfer its 31.4873 million shares of the company to Shaanxi Guotou, accounting for 5.01% of the company's total share capital, accounting for 5.11% of the total share capital after excluding the repurchased shares in the repurchase special account, and the total share transfer price is 150 million yuan. This agreement transfer did not trigger a tender offer, nor would it lead to changes in the company's controlling shareholder and actual controller.

【Increase/decrease holdings, repurchase】

ST Easy: Chairman proposes that the company repurchase shares for 100 million to 200 million yuan

ST Easy Energy (300376) announced on the evening of July 25 that the company's chairman He Jia proposed that the company repurchase the company's shares with its own funds of no more than 200 million yuan and no less than 100 million yuan.

Guanhao Hi-Tech: On July 25, some directors and senior executives increased their holdings of 289,600 shares of the company

Guanhao Hi-Tech (600433) announced on the evening of July 25 that on July 25, the company's director and general manager Li Fei, director Li Haibin, deputy general manager Zhao Guohong, deputy general manager and board secretary Wei Luqin, and deputy general manager Li Yi increased their holdings of the company's shares by a total of 289,600 shares through the Shanghai Stock Exchange's centralized bidding trading system, accounting for 0.0158% of the company's total share capital.

Lianhuan Pharmaceutical: The controlling shareholder increased its holdings by 752,000 shares of the company on July 25 and will continue to increase its holdings

Lianhuan Pharmaceutical (600513) announced on the evening of July 25 that its controlling shareholder Jiangsu Lianhuan Pharmaceutical Group Co., Ltd. increased its holdings of the company's shares by 752,000 shares on July 25, accounting for 0.26% of the company's total share capital, and plans to continue to increase its holdings of the company's unrestricted tradable shares within 6 months from the date of this increase, and the cumulative increase shall not exceed 0.5% of the company's total issued shares (including the shares increased this time). No price range has been set for this increase plan.

Xianle Health: Director Yao Zhuangmin plans to increase his holdings of company shares by 3 million to 5 million yuan

Xianle Health (300791) announced on the evening of July 25 that the company's director and deputy general manager Yao Zhuangmin plans to increase his holdings of the company's shares within 6 months from the date of the announcement of the share purchase plan (i.e. from July 26, 2024 to January 25, 2025), with the amount of increase not less than 3 million yuan and not more than 5 million yuan.

Laisen Tongling: Shareholders and persons acting in concert intend to reduce their holdings of the company by no more than 3%

Laisen Tongling (603900) announced on the evening of July 25 that Wang Lili, a shareholder holding a total of 12.45% of the shares, and her joint actor Nanjing Kefu Rongguang Enterprise Consulting Partnership (Limited Partnership) (referred to as "Kefu Rongguang") intend to reduce their holdings of the company's shares by no more than 3% in total.

Pawa shares: shareholders intend to reduce their holdings of no more than 2% of the company's shares

Pawa Co., Ltd. (688184) announced on the evening of July 25 that its shareholders, Zhejiang Industrial Investment and Legao Investment, which hold a total of 5.04% of the company's shares, plan to reduce their holdings of the company's shares by no more than 3.1585 million shares (no more than 2% of the company's total share capital) through centralized bidding or block trading. The above shareholders constitute a concerted action relationship.

Gongchuangcaoping: The controlling shareholder's concerted action person plans to reduce the company's shares by no more than 2%

Gongchuang Caoping (605099) announced on the evening of July 25 that Wang Qiangzhong, a person acting in concert with the controlling shareholder, holds 4.42% of the company's shares and plans to reduce his holdings of the company's shares by no more than 8.0018 million shares through block trading, which together account for 2% of the company's total share capital.

【Business data】

Cixing shares: net profit in the first half of the year is expected to increase by 193.03%-213.96%

Cixing Co., Ltd. (300307) released its performance forecast on the evening of July 25, predicting that the net profit attributable to the parent company in the first half of 2024 will be 280 million to 300 million yuan, a year-on-year increase of 193.03% to 213.96%. During the reporting period, the company focused on developing its main business, and the sales of computerized flat knitting machines increased, which led to the growth of the company's performance. During the reporting period, the company estimated that the impact of non-recurring gains and losses on the current net profit was approximately 180 million yuan, mainly due to the company's change of long-term equity investment in Zhongchenhao Intelligent Equipment (Jiangsu) Co., Ltd., which was originally accounted for by the equity method, to financial instruments from January 2024.

Yubang Power: Net profit in the first half of the year is expected to increase by 668.27%-803.85% year-on-year

Yubang Electric Power (688597) released its first-half performance forecast on the evening of July 25, and it is expected that the net profit attributable to the parent company's owners in the first half of 2024 will be 34 million to 40 million yuan, a year-on-year increase of 668.27% to 803.85%. The company has achieved remarkable results in the second batch of State Grid's centralized bidding in 2023 and the first batch of State Grid's centralized bidding in 2024, with the winning bid amounts of 201 million yuan and 221 million yuan respectively. Among them, the winning bid amount of the second batch of State Grid's bidding in 2023 was basically completed in the first half of this year, which made the operating income in the first half of the year increase significantly compared with the same period last year.

Feilong shares: net profit in the first half of the year increased by 29.24% year-on-year

Feilong Shares (002536) released its semi-annual report on the evening of July 25, achieving operating income of 2.367 billion yuan in the first half of the year, a year-on-year increase of 21%; net profit attributable to shareholders of listed companies was 184 million yuan, a year-on-year increase of 29.24%. In the first half of 2024, under the influence of unfavorable factors such as rising raw material prices and rising shipping costs, the company took advantage of its own brand advantages, continued to deepen its main business, adhered to technological innovation, and actively expanded domestic and foreign markets, and its main business maintained a steady and good development trend.

Hangzhou Bank's performance report: net profit in the first half of the year increased by 20.06% year-on-year

Hangzhou Bank (600926) released its first-half performance report on the evening of July 25, achieving operating income of 19.34 billion yuan in the first half of the year, a year-on-year increase of 5.36%; net profit attributable to shareholders of listed companies was 9.996 billion yuan, a year-on-year increase of 20.06%. As of the end of June 2024, the company's non-performing loan ratio was 0.76%, the same as at the end of the previous year, and the provision coverage ratio was 545.17%, a decrease of 16.25 percentage points from the end of the previous year, maintaining an excellent level overall.

Baiyang Pharmaceutical: Net profit in the first half of the year is expected to increase by 19%-24% year-on-year

Baiyang Pharmaceutical (301015) released its performance forecast on the evening of July 25, predicting that the net profit attributable to the parent company in the first half of 2024 will be 360 ​​million to 375 million yuan, a year-on-year increase of 19% to 24%. During the reporting period, the company focused on brand operation business, and continued to promote product differentiation breakthroughs in response to patient needs. The core operating brands such as Diqiao, Harle, and Nutrisuma have achieved steady growth in revenue, which has enhanced the company's core competitiveness and operating performance. During the reporting period, the company continued to strengthen market promotion and increase the market share of core brands in hospitals, pharmacies and online.

Shijing Technology: Net profit in the first half of the year is expected to increase by 16.14% to 45.17% year-on-year

Shijing Technology (301030) released its first-half performance forecast on the evening of July 25, with an estimated net profit of 120 million to 150 million yuan in the first half of the year, a year-on-year increase of 16.14% to 45.17%. During the reporting period, the company's pollution control equipment business segment maintained steady growth. At the same time, the company actively improved its management capabilities and implemented cost-cutting and efficiency-enhancing measures. The penetration rate of the company's integrated products gradually increased, and its market competitiveness was further enhanced, which jointly promoted the company's profitability to steadily improve.

Hongqi Chain Store: Net profit in the first half of the year was 267 million yuan, a year-on-year increase of 3.81%

Hongqi Chain Store (002697) disclosed its semi-annual report on the evening of July 25, achieving operating income of 5.186 billion yuan in the first half of 2024, a year-on-year increase of 3.67%; net profit of 267 million yuan, a year-on-year increase of 3.81%; basic earnings per share of 0.20 yuan. During the reporting period, the company's main business net profit was 207 million yuan, a year-on-year increase of 6.14%. In addition, the investment in Xinwang Bank and Gansu Hongqi realized an investment income of 59.3636 million yuan. During the reporting period, the company focused on adjusting the store merchandise structure, improving the decoration level, and adjusting the store type as the annual operating focus. It completed the upgrading and renovation of 202 old stores and opened 16 new stores. As of June 30, 2024, the company had a total of 3,655 stores.

Yichang Technology: Net profit in the first half of the year was 70.3897 million yuan, turning losses into profits year-on-year

Yichang Technology (002420) disclosed its semi-annual report on the evening of July 25. The company achieved operating income of 1.199 billion yuan in the first half of 2024, an increase of 8.07% year-on-year; realized a net profit attributable to the parent of 70.3897 million yuan, a loss of 1.1506 million yuan in the same period last year, a year-on-year turnaround; basic earnings per share of 0.18 yuan. In addition, in order to accelerate the development of automotive structural parts business, the company plans to acquire 40% of the equity of Hefei Jianghuai Yichang Automotive Trim Co., Ltd. (hereinafter referred to as "Hefei Jianghuai Yichang") for no more than 39.88816 million yuan.

Weiguang shares performance report: net profit in the first half of the year decreased by 4.04% year-on-year

Weiguang Co., Ltd. (002801) released its first-half performance report on the evening of July 25, with total operating revenue of 682 million yuan in the first half of the year, a year-on-year increase of 4.82%; net profit attributable to shareholders of listed companies was 155 million yuan, a year-on-year decrease of 4.04%; basic earnings per share was 0.67 yuan.

Zheshang Securities' performance report: net profit in the first half of the year decreased by 14.45% year-on-year

On the evening of July 25, Zheshang Securities (601878) released its first-half performance report, with total operating revenue of 8.01 billion yuan in the first half of the year, a year-on-year decrease of 5.27%; net profit attributable to shareholders of listed companies was 780 million yuan, a year-on-year decrease of 14.45%. In the first half of 2024, the capital market experienced drastic fluctuations. Affected by the overall operating environment of the securities industry, the company's securities investment business, investment banking business and brokerage business revenue declined, but overall maintained a relatively stable operating performance.

Dongfang Precision: Net profit in the first half of the year was 164 million yuan, down 20.5% year-on-year

Dongfang Precision Machinery (002611) disclosed its semi-annual report on the evening of July 25. The company achieved operating income of 2.161 billion yuan in the first half of 2024, a year-on-year increase of 3.77%; net profit attributable to shareholders was 164 million yuan, a year-on-year decrease of 20.5%; net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was approximately 229 million yuan, a year-on-year increase of 40.97%; basic earnings per share was 0.14 yuan.

Optoelectronics' performance report: net profit in the first half of the year was 34.1836 million yuan, down 35.48% year-on-year

On the evening of July 25, AOP Optoelectronics (002338) released its performance report. Its operating income in the first half of 2024 was 364 million yuan, a year-on-year increase of 2.67%; its net profit attributable to the parent company was 34.1836 million yuan, a year-on-year decrease of 35.48%; and its basic earnings per share was 0.14 yuan. The main reasons are that the company received 13.0556 million yuan of qualified VAT and surcharges in the same period last year, but there was no tax refund that met the above conditions in this period, and the other income recognized decreased year-on-year; second, the investment income from the participating companies recognized in this period decreased by 4.7 million yuan year-on-year.

Everbright Securities' performance report: net profit in the first half of the year fell 41.87% year-on-year

Everbright Securities (601788) released its first-half performance report on the evening of July 25, with operating income of 4.2 billion yuan in the first half of the year, a year-on-year decrease of 32.03%; net profit attributable to shareholders of listed companies was 1.391 billion yuan, a year-on-year decrease of 41.87%. In the first half of the year, affected by factors such as the decline in market equity financing scale, the decline in trading activity, and the intensification of market volatility, the company's brokerage, investment banking, and equity investment businesses declined year-on-year.

China National Salt Chemical Industry: Net profit in the first half of the year decreased by 42.24% year-on-year

China National Salt Chemical Industry (600328) released its semi-annual report on the evening of July 25, with operating income of 6.364 billion yuan in the first half of the year, a year-on-year decrease of 26.51%; net profit attributable to shareholders of listed companies was 441 million yuan, a year-on-year decrease of 42.24%. In the first half of the year, affected by factors such as weakening market demand and insufficient downstream operating rates, the prices of the company's main products such as polyvinyl chloride and caustic soda have declined; the volume and price of soda ash products have fallen, affecting the decline in operating efficiency.

Beiyuan Group's performance report: net profit in the first half of the year decreased by 47.24% year-on-year

Beiyuan Group (601568) released its first-half performance report on the evening of July 25, with total operating revenue of 4.966 billion yuan in the first half of the year, a year-on-year decrease of 6.04%; net profit attributable to shareholders of listed companies was 136 million yuan, a year-on-year decrease of 47.24%. During the reporting period, the company achieved the best output of main products in history and steady development of main business. However, due to the year-on-year decline in sales prices of main products polyvinyl chloride and caustic soda, operating performance declined.

Phoenix Holdings: The contract sales amount of commercial housing in the second quarter increased by 50.73% year-on-year

Phoenix Holdings (600716) announced on the evening of July 25 that the company's contracted sales area of ​​commercial housing from April to June was 7,986.66 square meters, a decrease of 8.95% from the same period last year; the contracted sales amount of commercial housing was 187 million yuan, an increase of 50.73% from the same period last year. The reason for the increase in sales amount compared with the same period last year is that Nanjing Zijin Hexu Mansion was not listed for sale in the same period last year. The sales amount of Nanjing Zijin Hexu Mansion in this period accounted for 54.72% of the company's commercial housing sales amount in this period. The company's operating income from April to June was 52.4323 million yuan, an increase of 126.85% from the same period last year.

Matrix Holdings: The amount of new orders for architectural interior design projects in the second quarter was 217 million yuan

Matrix Holdings (301365) announced on the evening of July 25 that the company's architectural interior design project had newly signed orders worth 217 million yuan in the second quarter of 2024, and as of the end of the reporting period, the cumulative amount of awarded but unsigned orders was 209 million yuan.

Zhejiang Energy Power: Wholly-owned and controlled power generation companies completed 71.435 billion kWh of grid-connected electricity in the first half of the year

Zhejiang Energy Electric Power (600023) announced on the evening of July 25 that according to the company's statistics, in the first half of 2024, the company's wholly-owned and controlled power generation companies completed 75.47 billion kWh of power generation and 71.435 billion kWh of grid-connected power according to the consolidated financial statements, up 0.77% and 0.70% year-on-year respectively.

【Successful Bid Contract】

China Power Construction: Signed a 5.384 billion yuan contract for Abu Dhabi photovoltaic project

China Power Construction (601669) announced on the evening of July 25 that recently, the company's Abu Dhabi branch and its subsidiary Huadong Institute Middle East Co., Ltd. (HDEC) formed a consortium and signed the Abu Dhabi PV3 Ajiban 1.5GW photovoltaic project EPC contract with Ajiban Photovoltaic Project Holding Co., Ltd. The contract amount is approximately US$755 million, equivalent to approximately RMB 5.384 billion. The project is located in the Ajiban area of ​​Abu Dhabi, UAE, about 88 kilometers northeast of Abu Dhabi city and bordering Dubai. The main engineering content of the project is the design, construction, procurement, installation, commissioning, trial operation and operation and maintenance of a 1500MW photovoltaic power station and a 400kW booster station within the 24-month warranty period. The total project period is approximately 28 months.

Ruihe shares: received multiple winning notices and engineering construction contracts

Ruihe Shares (002620) announced on the evening of July 25 that the company has successively received construction contracts signed with China Construction First Bureau (Group) Co., Ltd., Vivo Mobile Communications (Hangzhou) Co., Ltd., Jinan Huayu Real Estate Co., Ltd., Shenzhen Shenran New Energy Technology Co., Ltd., Shenzhen Jizhi Zhongsen Charging Technology Co., Ltd., and Hunan Jizhi Zhongsen Energy Storage Technology Co., Ltd.; Shenzhen Ping An Commercial Real Estate Investment Co., Ltd., Shanghai Pudi Real Estate Development and Operation Co., Ltd. and other bidding units issued the "Notice of Winning Bid" to the company. The total amount of the above-mentioned winning projects and signed contract projects is 291 million yuan, accounting for approximately 18.74% of the company's audited operating income in 2023.

Feilixin: Signed a 1.085 billion yuan cloud service intention cooperation agreement

Feilixin (300287) announced on the evening of July 25 that the company (hereinafter referred to as "Party B") intends to sign a "Cloud Service Intention Cooperation Agreement" with a leading artificial intelligence company (hereinafter referred to as "Party A"), with a total contract amount of 1.085 billion yuan (including tax). The service will be implemented in two batches, and the service period will be 60 months after the service provided by Party B passes the acceptance of Party A. The contract revenue will be confirmed in installments during the service period according to the performance of the contract. This business will provide customers with more than 4000P computing power leasing services.

Donghong shares: Pre-bid winning of 341 million yuan bidding project

Donghong Co., Ltd. (603856) announced on the evening of July 25 that it has been pre-successfully selected as the winner of the first batch of submerged arc welding pipe material bidding project for the LNG long-distance pipeline construction project in the West Port Area of ​​Yantai Port in Yantai City, China Second Metallurgical Group, with a bid price of 341 million yuan.

Weili: Subsidiary plans to sell 12,000 tons of industrial-grade mixed oil to Yislai

Weili (300190) announced on the evening of July 25 that recently, its wholly-owned subsidiary Weili (Changzhou) Bioenergy Co., Ltd. (hereinafter referred to as "Weili Bioenergy") and Yislai Co., Ltd. (hereinafter referred to as "Yislai") signed a "Product Procurement Contract". According to the contract, Weili Bioenergy plans to sell a total of 12,000 tons of industrial-grade mixed oil to Yislai from July 2024 to June 2025. According to the market price of previous industrial-grade mixed oil, the estimated contract amount is approximately RMB 70 million.

Jinguan Electric: Won the bid for a 32.06 million yuan State Grid procurement project

Jinguan Electric (688517) announced on the evening of July 25 that recently, the recommended winning candidates for the 33rd batch of procurements of State Grid Corporation of China in 2024 (the third equipment bidding and procurement for UHV projects) were announced. The company won the largest bid package for lightning arrester products for the new construction project of the Shaanxi-Anhui ±800 kV UHV DC project, with a winning amount of 32.06 million yuan, accounting for approximately 4.97% of the 2023 operating income.

Anke Smart Electric: Won the bid for the 18.6086 million yuan GIL project

Anke Intelligent Electric (300617) announced on the evening of July 25 that the company recently received the "Notice of Winning Bid" for the GIL project, with a winning bid amount of 18.6086 million yuan, accounting for approximately 1.94% of the company's audited operating income in 2023. Winning bid content: 330kV GIL complete equipment procurement and installation project for the 600KA electrolytic cell capacity replacement and upgrade project of the Qinghai Branch of Chalco.

【Major Investment】

Junda shares: plans to invest US$280 million to build a 5GW high-efficiency battery production base project in Oman

Junda Holdings (002865) announced on the evening of July 25 that the company plans to invest in the construction of a 5GW high-efficiency battery production base in the Sohar Free Trade Zone in the Sultanate of Oman. The total investment of the project is expected to be US$280 million and is expected to be completed and put into production in 2025.

Longking Environmental Protection: Subsidiary plans to invest in the second phase of the first phase of the Tibet Lagocuo Salt Lake source network load storage demonstration project

Longjing Environmental Protection (600388) announced on the evening of July 25 that in order to meet the remaining 16 hours of power supply demand of the Laguo lithium mine project (steam load is provided by natural gas), its wholly-owned subsidiary Zijin Longjing plans to build the first and second phase power supply project in the form of BOO, and configure it according to the 75MW photovoltaic + 126.25MW/405MWh electrochemical energy storage solution. The project is expected to have a dynamic investment of 600 million yuan, and the project is expected to be put into operation in the third quarter of 2024. After the project is completed, the annual average power generation is expected to be 140 million kWh, and the estimated settlement price is 0.798 yuan/kWh (tax included).

Dayu Water Saving: Plans to invest 400 million yuan to establish Jinyu Fund

Dayu Water Saving (300021) announced on the evening of July 25 that the company intends to sign the "Gansu Jinyu Agricultural Water Science and Technology Innovation Investment Fund (Limited Partnership) Cooperation Agreement" with Gansu Jinkong Fund Management Co., Ltd. and Gansu Financial Holding Group Co., Ltd. to jointly invest in the establishment of Gansu Jinyu Agricultural Water Science and Technology Innovation Investment Fund (Limited Partnership) (referred to as "Jinyu Fund"). The company intends to subscribe for 400 million yuan of its own funds, accounting for 40% of the investment ratio. The fund will give priority to farmland water conservancy projects with foundation, characteristics, potential, demand and benefits, including high-standard farmland construction, modern irrigation area transformation and improvement, smart water affairs, digital twins, ecological environmental protection, and comprehensive land improvement.

Meibang shares: plans to increase capital in four wholly-owned subsidiaries

Meibang Shares (605033) announced on the evening of July 25 that the company plans to increase the registered capital of its wholly-owned subsidiary Thompson by RMB 80 million, its wholly-owned subsidiary Nuozheng Bio by RMB 50 million, its wholly-owned subsidiary Yitianfeng Agricultural Materials by RMB 19 million, and its wholly-owned subsidiary Nuozheng Agrochemical by RMB 10 million. After the capital increase is completed, the above companies will still be wholly-owned subsidiaries of the company.

Lansheng Shares: Plans to invest 50 million yuan to establish an entity company to create an artificial intelligence ecological service provider

Lansheng Shares (600826) announced on the evening of July 25 that in order to enable the World Artificial Intelligence Conference (WAIC) project to further achieve leapfrog development, it plans to establish an entity company, Shanghai Donghao Lansheng Witkey Gravity Co., Ltd. (tentative name, referred to as Witkey Gravity), with a registered capital of 50 million yuan, which is wholly owned by Donghao Lansheng Exhibition Group Co., Ltd. It is reported that Witkey Gravity will take "committed to becoming the world's leading artificial intelligence ecological service provider" as its development vision, "global artificial intelligence ecological connector" as its positioning, and "one chain and two circles" development model, that is, the professional operation of the entire exhibition chain as "one chain", and the creation of digital exhibitions and overseas exhibitions as "two circles", to achieve professional, digital and international development.

37 Interactive Entertainment: Subsidiary plans to invest no more than 10 million yuan in Chentu Xinbo Fund

Sanqi Interactive Entertainment (002555) announced on the evening of July 25 that its wholly-owned subsidiary Anhui Taiyun Investment Management Co., Ltd. (hereinafter referred to as "Anhui Taiyun") intends to invest in Guangzhou Chentu Xinbo Venture Capital Fund Partnership (Limited Partnership) (hereinafter referred to as "Chentu Xinbo Fund") as a limited partner, with an investment of no more than 10 million yuan. Chentu Xinbo Fund was initiated and established by Guangzhou Xienuo Chentu Equity Investment Management Co., Ltd. (hereinafter referred to as "Xienuo Chentu") and Xie Dongxiang, and the general partner Xienuo Chentu is the manager of Chentu Xinbo Fund. The tentative target total subscribed scale of Chentu Xinbo Fund is no more than 53.51 million yuan. After this investment in Chentu Xinbo Fund, Chentu Xinbo Fund mainly invests in Xinmeng Technology Co., Ltd. through direct investment. Xinmeng Technology Co., Ltd. is a technology platform company for heterogeneous integrated chips, with system solutions, chip matching and integrated manufacturing related capabilities required for heterogeneous integrated technology solutions.

【other】

Guangzhou Development: Subsidiary Guangzhou Gas Group dynamically adjusts non-residential pipeline gas sales prices

Guangzhou Development (600098) announced on the evening of July 25 that its wholly-owned subsidiary Guangzhou Gas Group Co., Ltd. will dynamically adjust the non-residential pipeline gas sales price. From July 20, 2024, the maximum price limit for non-residential pipeline gas sales in Guangzhou will be adjusted from 4.58 yuan/cubic meter to 4.42 yuan/cubic meter, with no limit on the downward fluctuation. The implementation period of the notice is from July 20, 2024 to January 19, 2025.

China Tianying: Signed a cooperation framework agreement with CRRC Zhuzhou Research Institute and CRRC Financial Holdings

China Tianying (000035) announced on the evening of July 25 that the company recently formed a friendly partnership with CRRC Zhuzhou Electric Locomotive Research Institute Co., Ltd. (referred to as "CRRC Zhuzhou Institute") and CRRC Capital Holdings Co., Ltd. (referred to as "CRRC Capital Holdings") based on the principles of mutual benefit, resource sharing and complementary advantages. The two companies reached a cooperation intention in jointly developing various forms of new energy projects, carrying out fund cooperation, and actively exploring new business forms and new markets, and jointly signed a "Cooperation Framework Agreement".

Neoway Technology: Subsidiary Signs Strategic Cooperation Agreement with Hangjin Technology

Youfang Technology (688159) announced on the evening of July 25 that its controlling subsidiary Youfang Data recently signed a "Strategic Cooperation Agreement" with Hangjin Technology. The two parties intend to jointly promote the implementation of cooperation in intelligent computing centers, data storage, data disaster recovery, and converged computing businesses.

Ximai Food: Oatmeal Food Innovation Eco-factory Project Completed and Put into Production

Ximai Food (002956) announced on the evening of July 25 that one of the company's fundraising projects, the "Oat Food Innovation Ecological Factory Project", has completed the main construction and equipment installation, commissioning, trial operation and other work, and has officially started production recently. After the project is officially put into production, it will further increase the company's production capacity, provide production capacity support for the company's continuous expansion of sales scale, and form economies of scale.

Action Education: The actual controller proposed to implement the 2024 interim dividend

Action Education (605098) announced on the evening of July 25 that the company's actual controller and chairman Li Jian proposed: Under the premise of complying with the profit distribution principles stipulated in the "Articles of Association" and ensuring the normal operation and long-term development of the company, formulate and implement the 2024 interim dividend plan within the scope of authorization of the shareholders' meeting. It is recommended to use the total share capital on the equity registration date for the implementation of the rights distribution as the base, and pay a cash dividend of RMB 10 (tax included) for every 10 shares to all shareholders.

Zhongnan Media: Chairman Peng Bo resigns

Zhongnan Media (601098) announced on the evening of July 25 that Peng Bo had applied to resign from the positions of director, chairman and convener of the board's strategic committee due to age. Before the election of a new chairman, all directors of the company nominated Vice Chairman Yang Zhuang to perform the duties of chairman.

Huangtai Wine Industry: Signed debt repayment agreement with Luzhou Jingui and Gansu Shengda

Huangtai Wine Industry (000995) announced on the evening of July 25 that in order to ease the pressure of debt repayment, reduce litigation risks and promote the company's business development, the company reached a "Debt Compensation Agreement" with Luzhou Jingui and the company's controlling shareholder Gansu Shengda. Gansu Shengda will repay the debt of 6.9126 million yuan owed to Luzhou Jingui on behalf of the company, and this debt claim will be transferred to Gansu Shengda.

*ST Hezhan: The integrated energy development project of source, grid, load and storage of the holding subsidiary has been included in the implementation scope

*ST Hezhan (000809) announced on the evening of July 25 that on July 23, the Henan Provincial Development and Reform Commission issued the "Notice on the Implementation of the Second Batch of Source-Grid-Load-Storage Integrated Projects", and the source-grid-load-storage integrated energy development project signed by the company's second-level holding subsidiary Henan Jiuzhan New Energy Co., Ltd. (the company holds 51% of the shares) was included in the second batch of implementation scope. The project is expected to be connected to the grid for power generation by the end of 2025.

Zhenhua New Materials: The company's stock triggers the conditions for launching measures to stabilize the stock price

Zhenhua New Materials (688707) announced on the evening of July 25 that after the company implemented the 2023 annual equity distribution, the latest audited net asset per share was adjusted to 9.7282 yuan after ex-rights and ex-dividends. From June 28, 2024 to July 25, 2024, the company's stock has closed below 9.7282 yuan for 20 consecutive trading days, reaching the conditions for triggering measures to stabilize the stock price.

Tianyuan shares: Changneng Coal Mine obtains safety production license

Tianyuan Shares (002386) announced on the evening of July 25 that Changneng Coal Mine, a subsidiary of the company, Yunnan Tianli Coal Chemical Co., Ltd., recently obtained a "Safety Production License" with a validity period of July 19, 2024 to July 19, 2027.

Songfa shares: Liu Zhuangchao's 5.95% shares in the company will be auctioned off

Songfa Holdings (603268) announced on the evening of July 25 that the 5.95% of the company's shares held by shareholder Liu Zhuangchao will be auctioned again. The auction will be conducted in five batches, with 1.4784 million shares auctioned in each batch, accounting for 1.19% of the company's total share capital. If the above shares are auctioned by the court, it will not lead to a change in the company's control, nor will it affect the stability of the company's production and operation.

Hiseco: HSK39004 inhalation suspension clinical trial approved

Haisike (002653) announced on the evening of July 25 that its subsidiary Tibet Haisike Pharmaceutical Co., Ltd. recently received the "Notice of Approval for Drug Clinical Trials" issued by the National Medical Products Administration. After review, the HSK39004 inhalation suspension accepted in May 2024 meets the relevant requirements for drug registration and agrees to conduct clinical trials for this product. HSK39004 is a brand-new targeted small molecule inhibitor with independent intellectual property rights independently developed by the company, and is intended to be used clinically for the treatment of chronic obstructive pulmonary disease.

Zhongguancun: Application for consistency evaluation of tramadol hydrochloride injection accepted

Zhongguancun (000931) announced on the evening of July 25 that its subsidiary Duoduo Pharmaceutical Co., Ltd. recently received the "Acceptance Notice" issued by the State Food and Drug Administration, and the application for consistency evaluation of tramadol hydrochloride injection was accepted. Duoduo Pharmaceutical's tramadol hydrochloride injection (specification 2ml: 100mg) was approved for marketing in 1995, and the drug approval number is National Medicine Standard H10910036. The indications of the product applied for this time are moderate to severe pain.

Tonghua Dongbao: Phase Ib clinical trial of THDBH120 for weight loss injection completed the first subject dosing

Tonghua Dongbao (600867) announced on the evening of July 25 that the first subject had been dosed in the Phase Ib clinical trial of its GLP-1/GIP dual-target receptor agonist (THDBH120 for injection) for weight loss indications.

Tebao Bio: Selects KN069 as the first authorized product in the exclusive license agreement

Tebao Bio (688278) announced on the evening of July 25 that the company had previously announced that it had signed an exclusive license agreement with Suzhou Alphamab Biotechnology Co., Ltd., and the company could obtain the permanent exclusive license rights for a biological product of Suzhou Alphamab. On July 25, the company decided to exercise the option according to the agreement and make KN069 the first authorized product. KN069 is a recombinant human GLP-1 variant/GIPR humanized single-domain antibody Fc fusion bifunctional protein independently developed by Suzhou Alphamab with independent intellectual property rights. The company will use the relevant intellectual property rights of the authorized product in the mainland of the People's Republic of China to develop, register, commission production and commercialize sales in the prevention and/or treatment of non-alcoholic fatty liver disease. At the same time, the company will pay Suzhou Alphamab a down payment of 10 million yuan for the first authorized product as agreed in the agreement.

Humanwell Pharmaceuticals: The holding subsidiary received the clinical trial approval notice for two drugs

Renfu Pharmaceutical (600079) announced on the evening of July 25 that its holding subsidiary Yichang Renfu recently received the "Drug Clinical Trial Approval Notice" for RFUS-250 injection approved and issued by the National Medical Products Administration. RFUS-250 injection is intended for clinical use in the treatment of itching and pain. In addition, Yichang Renfu recently received the "Drug Clinical Trial Approval Notice" for sufentanil citrate injection approved and issued by the National Medical Products Administration.

Buchang Pharmaceutical: Wenxin Granule obtains Malaysian drug registration certificate

Buchang Pharmaceutical (603858) announced on the evening of July 25 that it had received a drug registration certificate issued by the Malaysian Drug Control Bureau, and that the company's product Wenxin Granule met the registration standards for traditional Chinese medicine in Malaysia. On the same day, it was announced that Naoxintong Capsules had passed the registration and approval of the Chinese Medicine Group of the Hong Kong Chinese Medicine Council and obtained the Hong Kong "Chinese Patent Medicine Registration Certificate".