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【News Review】

1. The State-owned Assets Supervision and Administration Commission of the State Council issued the "Guiding Opinions on Standardizing the Procurement Management of Central Enterprises", which proposed that in key areas of scientific and technological innovation such as satellite navigation, chips, high-end CNC machine tools, industrial robots, and advanced medical equipment, central enterprises should fully play the role of the main force in procurement and use, and take the lead in using innovative products.

2. The Ministry of Finance answered questions from reporters on the implementation of the special guarantee plan to support technological innovation. The Ministry of Finance stated that it would strengthen performance guidance and make good use of the assessment "baton". Local financial departments should, based on actual conditions, appropriately increase the assessment requirements for the upper limit of the compensation rate for government financing guarantee and re-guarantee institutions to carry out technological innovation business.

【Industry Hotspots】

1. The Housing and Urban-Rural Development Bureau of Huadu District, Guangzhou City issued "Several Measures to Further Promote the Stable and Healthy Development of the Real Estate Market", including 6 measures including enjoying Guangzhou Huadu's "quasi-hukou" when buying a house, vigorously promoting "housing ticket" resettlement, promoting the implementation of worry-free purchase of old for new, opening up a green channel for online signing and certificate application, encouraging the sale of existing houses, worry-free price guarantee, and fully guaranteeing the safety of residents' home purchases.

2. The National Development and Reform Commission and three other departments issued the "Action Plan for Accelerating the Construction of a New Power System (2024-2027)". It proposes to coordinate the development needs of data centers and the endowment of new energy resources, scientifically integrate source, load and storage resources, and carry out coordinated planning and layout of computing power and power infrastructure. It also proposes to expand the coverage of highway charging networks and strengthen holiday charging service guarantees, and effectively increase charging facilities in rural areas.

3. The news that the price of the Wuhan Wanhe Optics Valley project dropped by nearly 10,000 yuan recently has triggered heated discussions about the cancellation of the price limit for new houses in Wuhan. In this regard, relevant staff of the Wuhan Housing and Urban Renewal Bureau told reporters that the price of commercial housing is determined by the enterprise according to market conditions, and the sales plan needs to be filed with the relevant departments. The sales price does not exceed the registered price.

4. The Ministry of Industry and Information Technology issued the "Opinions on Innovating the Management of the Information and Communications Industry and Optimizing the Business Environment", which proposed to promote the formation of a new situation of high-level opening up to the outside world, further pilot the expansion of value-added telecommunications business opening up, deepen the opening of telecommunications business to private capital, increase support for private enterprises to participate in mobile communications resale and other business and service innovation, orderly promote the reform of the satellite Internet business access system, and better support the development of private telecommunications enterprises.

5. He Gang, CEO of Huawei Terminal BG, said that Huawei tablets are fully equipped with AI big models, and through the computing power of the terminal side and the rising computing power of the cloud side, the Pangu big model has been implemented. The Huawei MatePad Air released yesterday is equipped with Xiaoyi Smart Assistant, which provides Xiaoyi writing, Xiaoyi document assistant, Xiaoyi information assistant and other capabilities; Huawei Notes and Tianshenghuihua App support AI pinyin association, AI handwriting arrangement and AI portrait practice, etc.

6. Tesla plans to recall 1,683,627 vehicles. For some vehicles within the scope of this recall, after the front trunk is unlocked, the front trunk latch assembly system may not be able to detect that the front trunk is unlocked, and the vehicle cannot issue a "front trunk is not locked" prompt. In extreme cases, the front trunk may be opened while the vehicle is driving, affecting the driver's field of vision, increasing the risk of vehicle collision, and posing a safety hazard.

7. my country successfully launched the Qianfan Polar Orbit 01 group of satellites using the Long March 6 modified carrier rocket at the Taiyuan Satellite Launch Center. The satellite entered the predetermined orbit smoothly and the launch mission was a complete success.

8. According to the "Fujian Provincial Government Procurement Online Supermarket" website, a Tesla Model Y "TSL6480BEVAR0" model has been included in the "Procurement Online Supermarket" list. This is a rear-wheel drive version (standard endurance version) starry gray model. According to Tesla's official website, the official guide price of this model is 249,900 yuan. On July 4 of this year, Tesla Model Y was shortlisted in the Jiangsu Provincial Government Vehicle Procurement Catalog.

9. According to media reports, 15 private hospitals in Tianjin were notified by the Tianjin Medical Security Fund Management Center for suspected major violations of medical insurance laws and regulations, involving a total amount of 150 million yuan. Staff at the Tianjin Medical Security Fund Management Center confirmed the matter, saying that 15 private hospitals were indeed suspected of major violations of medical insurance laws and regulations, but the case is still under investigation and the amount involved has not yet been finalized.

【Topic Company】

1. The Central Department Store announced that the company's stock may be at risk of falling after a sharp rise in share price.

2. New Oriental announced that the total value of shares authorized to be repurchased under the repurchase plan increased from US$400 million to US$700 million.

3. Fuyao Glass announced that its net profit in the first half of the year increased by 23% year-on-year.

4. *ST Dayao announced that it has terminated the planning of change of control and the stock will resume trading.

5. Tongda Electric announced that the company’s price-to-earnings ratio is too high and there may be a risk of irrational speculation.

6. Xiangxue Pharmaceutical announced that the inclusion of TAEST16001 injection in the list of breakthrough therapeutic products does not mean that it will be approved for marketing.

7. Haier Bio announced that its shareholders intend to transfer 6,359,050 shares at an inquiry price, accounting for 2.00% of the total share capital.

8. Rock Co., Ltd. announced that the company’s financial difficulties in the first half of 2024 have not been effectively improved.

9. Lenovo announced that its subsidiary won the bid for China Mobile's new intelligent computing center procurement project from 2024 to 2025.

【Stock Market Dynamics】

1. The three major U.S. stock indexes closed higher, with the Dow Jones Industrial Average up 0.76%, the Nasdaq up 1.03%, and the S&P 500 up 1.04%.NasdaqThe China Golden Dragon Index rose 3.03%, and most of the popular Chinese stocks rose.

2. The settlement price of WTI crude oil futures rose by 0.36% to US$73.2 per barrel; the settlement price of Brent crude oil futures rose by 0.22% to US$76.48 per barrel.

3. COMEX gold futures closed down 0.5% at $2,432.1 per ounce; COMEX silver futures closed down 0.39% at $27.1 per ounce.

【Notice】

【Hotspot】

Haiyin Shares: Received the Shenzhen Stock Exchange's prior notice of termination of listing

Haiyin Holdings (000861) announced on the evening of August 6 that it had received a "Preliminary Notice" from the Shenzhen Stock Exchange. Because the closing price of the company's stock was lower than 1 yuan for 20 consecutive trading days between June 25 and August 5, the Shenzhen Stock Exchange intends to decide to terminate the company's stock listing.

Anhui New Media: The controlling shareholder proposed an interim dividend of 1 yuan per 10 shares

Anhui Xin Media (601801) announced on the evening of August 6 that it had received a "Proposal on Interim Dividends for 2024" issued by the company's controlling shareholder. The controlling shareholder proposed to pay a cash dividend of RMB 1 (tax included) per 10 shares to all shareholders.

China Communications Construction: Controlling shareholder proposes to implement interim dividend for 2024

China Communications Construction (601800) announced on the evening of August 6 that the company's controlling shareholder, China Communications Construction Group Co., Ltd., proposed that the company implement the 2024 interim dividend on the premise that normal operations and long-term development are not affected. The recommended dividend amount shall not exceed the amount attributable to shareholders in the first half of 2024.Public CompanyNet profit to shareholders.

Central Market warns of risks: company stocks may be subject to irrational speculation

Central Department Store (600280), which has hit the daily limit for three consecutive trading days, issued a stock trading risk warning announcement on the evening of August 6, stating that the company's stock price has risen significantly in the short term recently and the turnover rate is high, but the company's fundamentals have not changed significantly. There may be irrational speculation and there may be a risk of a decline in stock prices after a sharp rise.

Xiangxue Pharmaceutical: The company's stock price may be subject to irrational speculation

Xiangxue Pharmaceutical (300147) issued an announcement on unusual and serious stock trading on the evening of August 6, stating that the company's stock price has risen sharply in the short term, but the company's fundamentals have not changed significantly, and there may be irrational speculation and other situations, and there may be a risk of a sharp rise in stock prices and then a fall. The company's subsidiary TAEST16001 injection was included in the list of breakthrough therapeutic products by the National Drug Administration's Drug Evaluation Center, which does not mean that it can be approved for listing, nor will it have a significant impact on the company's 2024 annual performance.

Tongda Electric: The company's stock trading is in the form of over-enthusiastic market sentiment

Tongda Electric (603390) issued an unusual announcement on the evening of August 6, stating that the company's stock closing price had increased by 20.02% in the two trading days from August 5 to August 6. According to the data from Tonghuashun, the average increase in the auto parts industry during the same period was about -2.17%. The company's stock price increased significantly in the short term than the industry and the Shanghai Composite Index during the same period, indicating that market sentiment was overheated.

Qingxin Environment: Received a warning letter from the Beijing Securities Regulatory Bureau for failing to disclose performance forecasts in accordance with regulations

Qingxin Environment (002573) announced on the evening of August 6 that the company recently received the "Decision on Administrative Supervision Measures of Issuing Warning Letters to Beijing Qingxin Environmental Technology Co., Ltd., Zou Aiai, Li Qilin, and Wang Sichun" issued by the Beijing Securities Regulatory Bureau. The company's 2023 annual report shows that the audited net profit attributable to shareholders of listed companies in 2023 decreased by 71.55% compared with the same period last year. The company has reached a situation where it should disclose performance forecasts, but failed to disclose performance forecasts within one month from the end of the 2023 fiscal year as required. Zou Aiai, as chairman, Li Qilin, as president, and Wang Sichun, as financial director, failed to perform their duties diligently and are primarily responsible for the company's related violations.

Macalline: Plans to implement financing plan to improve the company's asset and liability structure

On the evening of August 6, Macalline (601828) disclosed that it intends to implement a financing plan. The company intends to hold a controlling stake in Tianjin Xinmei and its subsidiary Xiamen Xinmei will act as the financing entity to implement the financing plan. Xiamen Xinmei will use its own funds and bank loans to purchase 100% of Yantai Red Star International Home Furnishing Management Co., Ltd. (hereinafter referred to as "Yantai Red Star") from Tibet Changxing Furniture Management Co., Ltd. at a price of RMB 980 million.Equity, and repay its 1.3 billion yuan of existing loans. The total amount that Xiamen Xinmei needs to pay is 2.28 billion yuan. Tianjin Xinmei was jointly funded by China Cinda, Cinda Capital, and the company's wholly-owned subsidiary Xingkai Chengpeng. Xiamen Xinmei was jointly funded by Tianjin Xinmei and Xinsheng Libao, a wholly-owned subsidiary of Cinda Capital.Shareholding99%, Xinshengli holds 1%. After the completion of this financing plan, the company's asset and liability structure will be further improved.

【Mergers and acquisitions】

AVIC Electro-Mechanical Test: Application for Issuing Shares to Purchase Assets Approved by CSRC

AVIC Electro-Mechanical Test (300114) announced on the evening of August 6 that the company recently received a reply from the China Securities Regulatory Commission, agreeing to the company's registration application to issue 2.086 billion shares to Aviation Industry Corporation of China to purchase 100% of the equity of Chengdu Aircraft Industry (Group) Co., Ltd. held by it.

Ningbo Founder: Adjustment plan to acquire 40% equity of Junpeng Communication in cash

Ningbo Founder (300998) announced on the evening of August 6 that the company originally planned to purchase no less than 51% of the equity of Fujian Junpeng Communication Technology Co., Ltd. (hereinafter referred to as "Junpeng Communication") held by its affiliated party Fujian Pengxin Chuangzhan New Energy Technology Co., Ltd. in cash. The transaction is expected to constitute a major asset reorganization. After the transaction is completed, the company will become the controlling shareholder of Junpeng Communication. In view of the fact that the parties to the transaction have failed to reach an agreement on the main transaction terms at this stage, the company plans to adjust the asset purchase plan to acquire 40% of Junpeng Communication's equity in cash, and the company will deepen cooperation with Junpeng Communication in the form of strategic equity participation. After the adjustment, this transaction does not constitute a major asset reorganization.

Jiangnan Chemical: Plans to acquire 35.9721% of Hongqi Civil Explosives shares in cash

Jiangnan Chemical (002226) announced on the evening of August 6 that the company intends to acquire 35.9721% of the shares of Shaanxi Hongqi Civil Explosives Group Co., Ltd. (hereinafter referred to as "Hongqi Civil Explosives") held by Baoji State-owned Assets Supervision and Administration Commission and Baoji Industrial Development Group in cash. The transaction price has not yet been determined. After the transaction is completed, Hongqi Civil Explosives will become a holding subsidiary of the company. Hongqi Civil Explosives has an annual production capacity of 114,000 tons of industrial explosives, including 56,000 tons of packaged explosives and 58,000 tons of mixed explosives.

Southeast Network Frame: Plans to acquire Southeast International (Hainan) Company to expand overseas market layout

Southeast Network Frame (002135) announced on the evening of August 6 that the company intends to acquire 100% of the equity of Southeast International Trade (Hainan) Co., Ltd. (hereinafter referred to as "Southeast International (Hainan)") held by Southeast Commerce for RMB 3.9884 million. Southeast International (Hainan)'s main business is import and export trade, and it has established a certain market foundation in the upstream and downstream. After the acquisition is completed, Southeast International (Hainan) will complement the company's overseas businesses such as construction services and photovoltaic power station construction to a certain extent.

【Changes in equity】

*ST Dayao: Termination of planning for change of control rights and stock will resume trading

*ST Dayao (603963) announced on the evening of August 6 that the company received a notice from the controlling shareholder and actual controller Yang Junxiang on the same day that during the suspension period, Yang Junxiang and the counterparty did not reach an agreement on the transaction, and Yang Junxiang decided to terminate the planning of the transfer of the company's shares. The company's shares will resume trading from the opening of the market on August 7 (Wednesday).

Universal Shares: The controlling shareholder intends to transfer 6.92% of the company's shares for 437 million yuan

General Shares (601500) announced on the evening of August 6 that the controlling shareholder of the company, Hongdou Group, intends to transfer 110 million shares of the company (accounting for 6.92% of the total share capital) to Jiuyi Investment at a price of 3.97 yuan per share, with a total transfer price of approximately 437 million yuan. After the transfer is completed, Hongdou Group's shareholding ratio will drop from 41.35% to 34.43%; Jiuyi Investment will become a shareholder holding 6.92% of the shares.

【Refinancing】

Longping High-Tech: Plans to raise no more than 1.2 billion yuan from controlling shareholder through private placement

On the evening of August 6, Longping High-Tech (000998) announced that the company plans to issue shares to its controlling shareholder CITIC Agricultural Science & Technology Co., Ltd. at a price of 7.87 yuan per share, raising no more than 1.2 billion yuan, all of which will be used to repay bank loans and supplement working capital.

CloudWalk Technology: Termination of Issuance of Shares to Specific Objects in 2023

Yuncong Technology (688327) announced on the evening of August 6 that in view of the recent changes in the external market environment and in-depth consideration of the company's actual situation and overall strategic planning, the company decided to terminate the issuance of shares to specific objects in 2023.A sharesStock matters and withdraw application documents.

【Business data】

Fuyao Glass: Net profit in the first half of the year was 3.499 billion yuan, a year-on-year increase of 23.35%

Fuyao Glass (600660) released its semi-annual report on the evening of August 6. In the first half of 2024, the company achieved operating income of 18.34 billion yuan, a year-on-year increase of 22.01%; net profit attributable to shareholders of listed companies was 3.499 billion yuan, a year-on-year increase of 23.35%; basic earnings per share was 1.34 yuan.

Ninebot: Net profit in the first half of the year was 596 million yuan, a year-on-year increase of 167.82%

Ninebot (689009) released its semi-annual report on the evening of August 6. The company achieved operating income of 6.666 billion yuan in the first half of 2024, a year-on-year increase of 52.2%; net profit of 596 million yuan, a year-on-year increase of 167.82%; basic earnings per share of 8.34 yuan.

Hytera: Net profit in the first half of the year was 162 million yuan, a year-on-year increase of 109.79%

Hytera (002583) disclosed its semi-annual report on the evening of August 6. The company achieved operating income of 2.738 billion yuan in the first half of the year, a year-on-year increase of 21.28%; net profit of 162 million yuan, a year-on-year increase of 109.79%; basic earnings per share of 0.09 yuan.

Shandong Diwei: Net profit in the first half of the year was 20.8554 million yuan, a year-on-year increase of 3.23%

Shandong Diwei (688579) released its 2024 semi-annual report on the evening of August 6. In the first half of the year, the company achieved operating income of 208 million yuan, a year-on-year increase of 3.15%; net profit of 20.8554 million yuan, a year-on-year increase of 3.23%. The increase in net profit was mainly due to the company's increased technological innovation, continuous improvement of product competitiveness, implementation of the nationalization strategy, and continuous expansion of market share.

CITIC Securities: China Asset Management's net profit in the first half of the year was 1.062 billion yuan

CITIC Securities (600030) announced on the evening of August 6 that its holding subsidiary China Asset Management Co., Ltd. (hereinafter referred to as China Asset Management) achieved operating income of 3.669 billion yuan, net profit of 1.062 billion yuan, and total comprehensive income of 1.069 billion yuan in the first half of 2024. As of June 30, 2024, the asset management scale of China Asset Management's parent company was 2,158.489 billion yuan.

Baiyun Airport: Passenger throughput in July increased by 10.83% year-on-year

Baiyun Airport (600004) announced on the evening of August 6 that its passenger throughput in July was 6.6999 million, a year-on-year increase of 10.83%; its cargo and mail throughput was 198,300 tons, a year-on-year increase of 13.72%.

Haima Automobile: Automobile sales in July increased by 149.81% year-on-year

Haima Automobile (000572) announced on the evening of August 6 that its car sales in July totaled 1,329 units, a year-on-year increase of 149.81%; the cumulative sales this year were 5,918 units, a year-on-year decrease of 66.56%.

Wens Foodstuffs: July pork sales revenue increased by 51.19% year-on-year

Wen's Foodstuffs Group Co., Ltd. (300498) announced on the evening of August 6 that it sold 2.3233 million pigs in July, with revenue of 5.343 billion yuan and an average sales price of 18.95 yuan per kilogram. The month-on-month changes were -0.39%, 2.73%, and 4.7%, and the year-on-year changes were 9.02%, 51.19%, and 33.36%, respectively. The company sold 97.3023 million broilers in July, with revenue of 2.627 billion yuan and an average sales price of 13.2 yuan per kilogram. The month-on-month changes were 5.2%, 0.08%, and -3.51%, and the year-on-year changes were 2.77%, 0.42%, and -1.86%, respectively.

New Hope: Pig sales revenue in July increased by 16.12% year-on-year

New Hope Group (000876) announced on the evening of August 6 that it sold 1.262 million pigs in July, down 1.9% from the previous month and 8.59% from the previous year. Its revenue was 2.391 billion yuan, up 3.33% from the previous month and 16.12% from the previous year. The average price of commercial pigs was 18.8 yuan/kg, up 4.04% from the previous month and 33.43% from the previous year. The reason for the significant year-on-year change in the average price of commercial pigs is that the previous pig production capacity continued to be reduced, resulting in a reduction in industry supply.

Da Beinong: Pig sales revenue in July was 982 million yuan

Da Beinong (002385) announced on the evening of August 6 that in July, the company's holding and joint-stock companies sold a total of 465,800 pigs, with a total sales revenue of 982 million yuan, and the average price of commercial fat pigs was 18.71 yuan/kg. From January to July, the cumulative number of pigs sold was 3.314 million, with a cumulative sales revenue of 5.613 billion yuan.

Jinxinnong: Pig sales revenue in July was 134 million yuan

Jinxinnong (002548) announced on the evening of August 6 that the company sold 93,000 pigs in July, with a pig sales revenue of 134 million yuan and an average commercial pig sales price of 19.27 yuan per kilogram. From January to July, the cumulative pig sales volume was 691,900 heads, with a pig sales revenue of 906 million yuan.

Zhenghong Technology: Pig sales revenue in July decreased by 44.47% month-on-month

Zhenghong Technology (000702) announced on the evening of August 6 that the company sold 4,200 pigs in July with sales revenue of 10.4868 million yuan, a month-on-month decrease of 45.41% in sales volume and 44.47% in sales revenue; a year-on-year decrease of 76.2% in sales volume and 48.15% in sales revenue. From January to July, the company sold a total of 41,000 pigs with a total sales revenue of 79.3029 million yuan, a year-on-year decrease of 70.28% and 64.02% respectively.

Vanke A: Contract sales amounted to 19.21 billion yuan in July

Vanke A (000002) announced on the evening of August 6 that in July 2024, the company achieved a contract sales area of ​​1.455 million square meters and a contract sales amount of 19.21 billion yuan; from January to July, the company achieved a cumulative contract sales area of ​​10.85 million square meters and a contract sales amount of 146.55 billion yuan.

【Increase/decrease holdings & repurchase】

Liyuan Shares: Chairman intends to increase company shares by no less than 10 million yuan

Liyuan Shares (002501) announced on the evening of August 6 that the company's chairman Xu Mingzhe plans to increase his holdings of the company's shares by centralized bidding, block trading or other trading methods permitted by laws and regulations within 6 months, with the amount of increase not less than 10 million yuan. No price range is set for this increase.

Xinmei shares: plans to repurchase shares for 50 million to 100 million yuan to reduce registered capital

Xinmei Holdings (300770) announced on the evening of August 6 that the company plans to repurchase shares for RMB 50 million to RMB 100 million to reduce the company's registered capital, and the repurchase price will not exceed RMB 49 per share.

Tianhua New Energy: Net profit in the first half of the year fell 39.26%; plans to change the purpose of share repurchase and cancel

Tianhua New Energy (300390) disclosed its semi-annual report on the evening of August 6. The company achieved operating income of 3.713 billion yuan in the first half of the year, a year-on-year decrease of 44.09%; net profit of 835 million yuan, a year-on-year decrease of 39.26%; basic earnings per share of 1 yuan. In addition, the company intends to change the purpose of repurchasing shares from the original plan of "all for the implementation of equity incentive plans or employee stock ownership plans" to "all for cancellation and reduction of registered capital". The cumulative number of shares repurchased this time is 11.7772 million shares, accounting for 1.4% of the company's total share capital.

Haitian Ruisheng: The controlling shareholder proposed to repurchase shares for RMB 10 million to 20 million

Haitian Ruisheng (688787) announced on the evening of August 6 that the company's controlling shareholder, actual controller and chairman He Lin proposed to repurchase the company's shares for RMB 10 million to 20 million. The repurchased shares will be used entirely for equity incentives or employee stock ownership plans at an appropriate time in the future.

ST Easy: Plans to repurchase company shares for RMB 100 million to RMB 200 million

ST Easy Energy (300376) announced on the evening of August 6 that the company plans to repurchase shares for 100 million to 200 million yuan to maintain the company's value, shareholders' interests and for employee stock ownership or equity incentive plans. The repurchase price will not exceed 4.05 yuan per share.

Best Beauty: Plans to repurchase company shares for RMB 50 million to RMB 100 million

Best Beauty (300796) announced on the evening of August 6 that the company plans to repurchase shares for 50 million to 100 million yuan for the implementation of employee stock ownership plans or equity incentive plans in the future, and the repurchase price will not exceed 13 yuan per share. In addition, the company plans to sign an "Annual Production of 35,000 Tons of Special Alcohol Project Investment Agreement" with the Tongling Henggang Chemical Park Management Office, and the total investment of the project is expected to be 550 million yuan.

Desheng Technology: The controlling shareholder intends to reduce its holdings of the company's shares by no more than 12.7962 million shares

Desheng Technology (002908) announced on the evening of August 6 that the company's controlling shareholder and actual controller Guo Xiaobin plans to reduce his holdings of the company's shares by no more than 12.7962 million shares (i.e. no more than 3% of the total share capital after excluding shares in the company's special repurchase account) through centralized bidding and block trading within three months after 15 trading days.

Lei Erwei: Directors and specific shareholders intend to reduce their holdings by no more than 2 million shares

On the evening of August 6, Railway (301016) announced that Ji Yigen, a shareholder and director of the company, holds 7.5091% of the company's shares and plans to reduce his holdings by no more than 1 million shares (no more than 0.641% of the company's total share capital). Nanjing Bo Ke Enterprise Management Center (Limited Partnership), a specific shareholder, holds 3% of the company's shares and plans to reduce its holdings by 1 million shares (accounting for 0.641% of the company's total share capital).

Yutong Optics: Chairman Zhang Pinguang plans to reduce his holdings by no more than 0.6194% of the company's shares

Yutong Optics (300790) announced on the evening of August 6 that Zhang Pinguang, the company's shareholder holding 13.7884% of the shares and chairman, plans to reduce his holdings of the company's shares by no more than 2 million shares, or no more than 0.6194% of the company's total share capital, through centralized bidding or block trading within three months after 15 trading days.

Qushui Technology: Specific shareholder Shangshi Growth plans to reduce its holdings by no more than 2%

Qushui Technology (301336) announced on the evening of August 6 that the company's specific shareholder Shihezi Shangshi Growth Equity Investment Partnership (Limited Partnership) (referred to as "Shangshi Growth") plans to reduce its holdings of the company's shares by no more than 400,000 shares, accounting for 1% of the company's total share capital, through centralized bidding transactions within 3 months after 3 trading days; and reduce its holdings of the company's shares by no more than 400,000 shares, accounting for 1% of the company's total share capital, through block transactions.

Tongrun Equipment: Zhuhai Yuening plans to reduce its holdings of no more than 1.5% of the company's shares

Tongrun Equipment (002150) announced on the evening of August 6 that Zhuhai Yuening Management Consulting Partnership (Limited Partnership) (referred to as "Zhuhai Yuening"), a shareholder holding 6.4% of the company's shares, plans to reduce its holdings of the company's shares by no more than 5.4304 million shares (accounting for 1.50% of the company's total share capital) through centralized bidding and block trading within 3 months after 15 trading days.

【Successful Bid Contract】

Digital China: Subsidiary wins bid for China Mobile's new intelligent computing center procurement project

Digital China (000034) announced on the evening of August 6 that recently, its holding subsidiary, Shenzhou Kuntai (Xiamen) Information Technology Co., Ltd. (hereinafter referred to as "Shenzhou Kuntai"), received a notice of winning the bid, confirming that Shenzhou Kuntai is the supplier of China Mobile's new intelligent computing center procurement (bid package 1) from 2024 to 2025. Shenzhou Kuntai's bid price is 19.117 billion yuan (excluding tax), and the winning bid share is 10.53%. The supply products of the winning project are Shenzhou Kuntai series AI servers. If the project can be implemented smoothly, it is expected to have a positive impact on the company's future information technology application innovation business and the company's overall operating performance.

Guide Infrared: Signed a 199 million yuan equipment system product ordering contract

Guide Infrared (002414) announced on the evening of August 6 that the company and its wholly-owned subsidiary Hubei Handan Electromechanical Co., Ltd. signed an order contract with a customer for a certain model of complete equipment system and other products. The total contract amount is 199 million yuan, accounting for 8.24% of the company's 2023 operating income, which will have a positive impact on the company's operating performance this year.

Boshi shares: signed a 130 million yuan business contract with North Huajin United Petrochemical

Boshi Co., Ltd. (002698) announced on the evening of August 6 that the company recently received a business contract signed with North Huajin United Petrochemical Co., Ltd. The contract amount is 130 million yuan. The subject of the contract is a complete set of packaging and palletizing equipment (including embedded software) and maintenance services. In addition, the company recently received a VAT refund of 11.2667 million yuan for software (embedded software) products. From the beginning of the year to date, the company and its subsidiaries have received a total of 57.6259 million yuan in VAT refunds for software (embedded software) products.

Jindi Shares: A subsidiary was designated by a well-known global auto parts company

Jindi Shares (603270) announced on the evening of August 6 that its subsidiary Liaocheng Boyuan Energy Saving Technology Co., Ltd. recently received a letter of appointment from a well-known global auto parts company to customize the development and supply of new energy vehicle inverter BUSBAR products according to its needs. According to the customer's plan, the life cycle of this designated project is expected to be from 2025 to 2030, with a total sales amount of approximately 288 million yuan in the life cycle, and PPAP is expected to be submitted in November 2024.

VIE Technology: Becomes a designated supplier of products for two well-known domestic automobile companies

Wanan Technology (002590) announced on the evening of August 6 that the company recently received a designated notice and supplier nomination letter issued by two well-known domestic automobile companies. The company was identified as a designated supplier of related project products by the above customers. They are as follows: 1. The company provides intelligent front-view camera assembly (integrated controller) and electronic scanning radar assembly (integrated controller) products for the customer's electronic control AEB project. 2. The company developed for customers, air pressure sensors and other components for the 1-1 batch (NPMC-LL) of the new platform development project, including air pressure sensors, air pressure EBS electronic control units, steering angle sensors, ABS valve assemblies, EBS rear axle modules, and EBS brake valve assemblies. According to customer planning, the life cycle of the above project is about 5 years, and it is expected to start mass production in 2025-2026, with a total sales of approximately 250 million yuan in the life cycle.

Lanshi Heavy Equipment: Won the bid for a 185 million yuan procurement project of PetroChina Changqing Branch

Lanshi Heavy Equipment (603169) announced on the evening of August 6 that the company won the bid for the first-level concentration tower procurement project of Changqing Oilfield Branch of China National Petroleum Corporation (hereinafter referred to as "China Petroleum Changqing Branch") with a bid amount of 185 million yuan, accounting for 3.58% of the company's 2023 operating income. The implementation of the project is expected to have a positive impact on the company's operating performance in 2024 and the next year.

Tongda shares: Pre-bid for 483 million yuan Southern Power Grid bidding project

Tongda Holdings (002560) announced on the evening of August 6 that China Southern Power Grid-Supply Chain Unified Service Platform recently released the "Notice of Winning Bids for the First Batch of Framework Bidding Projects for Distribution Network Materials in 2024 of China Southern Power Grid" and "Notice of Winning Bids for the First Batch of Framework Bidding Projects for Main Grid Line Materials in 2024 of China Southern Power Grid". According to the company's calculations, in the above announcements, the total value of the company's pre-bid materials totaled 483 million yuan, accounting for approximately 8.66% of the company's total operating income in 2023.

Jinguan Electric: Won the bid for a 25.9384 million yuan Southern Power Grid project

Jinguan Electric (688517) announced on the evening of August 6 that recently, the winning candidates for the first batch of framework bidding projects for main grid line materials of China Southern Power Grid Company in 2024 were announced. The company won two bid packages for 500kV line lightning arresters and 35kV-220kV line lightning arresters. The total winning amount is expected to be 25.9384 million yuan, accounting for approximately 4.02% of the company's operating income in 2023.

Guanglian Aviation: Wholly-owned subsidiary signs business contract worth 55.78 million yuan

Guanglian Aviation (300900) announced on the evening of August 6 that its wholly-owned subsidiary Guanglian Aviation (Zigong) Co., Ltd. signed a "Purchase Business Contract" with a unit under the Aviation Industry Corporation of China. The contract amount including tax is 55.78 million yuan, and the contract subject is a batch of large fixed-wing UAV composite wing sections. The signing and performance of the contract will have a positive impact on the company's operating performance in the contract year.

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Oscon: Signed a letter of intent for cooperation with Meiko Electronics Co., Ltd.

Oscon (002913) announced on the evening of August 6 that the company signed a "Cooperation Intention Agreement" with Meiko Electronics Co., Ltd. The company and Meiko Electronics Co., Ltd. intend to increase capital in the company's wholly-owned subsidiary JIARUIAN in cash. After the capital increase is completed, the company will hold no less than 85.1% of the equity of JIARUIAN, and Meiko Electronics Co., Ltd. will hold no more than 14.9% of the equity of JIARUIAN. Meiko Electronics Co., Ltd. is a well-known Japanese printed circuit board company. In this cooperation, Meiko Electronics Co., Ltd. will inject strong overseas factory management wisdom into the Thailand base with its excellent overseas management experience and leading industry position. In addition, the company plans to increase capital by 450 million yuan to its wholly-owned subsidiary Guangdong Xizhen Circuit Technology Co., Ltd. (hereinafter referred to as "Guangdong Xizhen"), and the capital increase will be used entirely for Guangdong Xizhen's annual production capacity expansion project of 960,000 square meters of HDI (including Any Layer interconnection) product line.

Zhiwei Intelligence: Strategic cooperation with Shenzhen Kaihong to promote the construction of domestic intelligent Internet of Things

Zhiwei Intelligence (001339) announced on the evening of August 6 that in order to promote the construction of domestic intelligent Internet of Things and provide customers with end-to-end autonomous, secure and reliable industry solutions, the company recently signed a "Strategic Cooperation Agreement" with Shenzhen Kaihong Digital Industry Development Co., Ltd. (hereinafter referred to as "Shenzhen Kaihong"). The two parties jointly develop industry terminal products based on the domestic intelligent Internet of Things operating system KaihongOS and jointly launch them to the market, build a domestic intelligent Internet of Things software and hardware base, and promote the construction and application innovation of the intelligent Internet of Things.

Tianji shares: 30,000 tons of lithium hexafluorophosphate project first phase trial production

Tianji Shares (002759) announced on the evening of August 6 that the company issued shares to specific objects to raise funds to invest in "30,000 tons of lithium hexafluorophosphate, 6,000 tons of high-purity lithium fluoride and other new electrolyte lithium salts and integrated supporting projects". The "30,000 tons of lithium hexafluorophosphate" capacity in this project is divided into two phases for construction. At present, the first phase of the project has completed the main construction and equipment installation, commissioning and other work. The trial production plan has passed the expert review and has reached the trial production conditions. It is planned to organize trial production in the near future. The designed capacity of the first phase of the project is 15,000 tons of lithium hexafluorophosphate per year. After the project is put into production, the company's annual capacity of lithium hexafluorophosphate will increase to 37,000 tons per year.

Samsung New Materials: The first phase of the photovoltaic glass project of the holding subsidiary started trial production

Samsung New Materials (603578) announced on the evening of August 6 that the first phase of the photovoltaic glass project of the "4×1200 tons/day photovoltaic glass and 5 million tons of high-purity silicon-based new material purification project" invested and constructed by its holding subsidiary Guohua Jintai has basically completed all construction work. The first phase of the kiln is divided into kiln A and kiln B. Among them, kiln B has been ignited for trial production and has recently produced qualified photovoltaic glass products. The first phase of the project includes the first phase of photovoltaic glass and the first phase of high-purity silicon-based new materials. After full production, it can form a photovoltaic glass production capacity of 2,400 tons/day and an ultra-white sand production capacity of 2.5 million tons/year.

Changyuan Power: Huayan Phase I photovoltaic project is fully connected to the grid for power generation

Changyuan Electric Power (000966) announced on the evening of August 6 that recently, the first phase of the 100MW fish-light complementary photovoltaic power generation project of Huayan Farm in Hanchuan City (referred to as the "Huayan Phase I Photovoltaic Project") under the company's subsidiary Guoneng Changyuan Hanchuan Power Generation Co., Ltd. obtained the electricity business license issued by the Central China Regulatory Bureau of the National Energy Administration and completed the grid-related tests. The project has achieved full-capacity grid-connected power generation.

Sanbian Technology: Plans to list and transfer 17.25% equity of Sanbian Microfinance

Sanbian Technology (002112) announced on the evening of August 6 that the company intends to publicly list and transfer its 17.25% equity in Sanmen County Sanbian Microfinance Co., Ltd. ("Sanbian Microfinance") through a property rights trading institution. The valuation of this part of the equity is 14.1385 million yuan, and the listing price is not lower than the valuation. After the completion of this equity transfer, the company will no longer hold the equity of Sanbian Microfinance. Beibu Gulf Group, the parent company of the company's controlling shareholder, intends to participate in the auction. If the equity is sold at the valuation, after deducting the original cost and related taxes and fees, the estimated impact on the net profit of this year is about -220,000 yuan.

Bohai Chemical: Routine shutdown and maintenance of PDH unit of wholly-owned subsidiary

Bohai Chemical (600800) announced on the evening of August 6 that the PDH unit (600,000 tons/year) of Tianjin Bohai Petrochemical Co., Ltd., a wholly-owned subsidiary of the company, was shut down for maintenance on August 5, and the maintenance is expected to last about 20 days. This shutdown and maintenance is a routine maintenance according to the annual plan and will not have a significant impact on the company's production and operations.