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【News Review】

1. Premier Li Qiang presided over the fifth plenary meeting of the State Council on August 16, emphasizing the need to use the spirit of the Party Central Committee to unify thoughts, will and actions, focus on the implementation of reform arrangements, and use further comprehensive deepening of reform as a powerful driving force to do a good job in all aspects of work and unswervingly complete the annual economic and social development goals and tasks. Li Qiang stressed that we must stick to the goal and make great efforts to enhance the sustained recovery of the economy.

2. On August 16, the National Development and Reform Commission, together with the Ministry of Natural Resources, the Ministry of Ecology and Environment, and the State Administration of Financial Supervision, issued a notice to establish a working mechanism to promote the guarantee of funds and factors for private investment and further promote the development of private investment.

3. The Ministry of Justice, together with the Ministry of Finance and ChinaSecurities and Futures CommissionThe State Council has drafted the "Regulations of the State Council on Regulating the Services Provided by Intermediaries for Public Offering of Stocks (Draft for Comments)". The draft for comments states that securities companies engaged in sponsorship business or accounting firms performing auditing business can charge service fees in stages according to the progress of the work, but whether to charge or how much to charge cannot be based on the results of the audit work or the results of the public offering of stocks.

4. The CSRC reported that in the first half of the year, the CSRC investigated and handled 489 securities and futures violation cases, with a total amount of fines and confiscations exceeding 8.5 billion yuan, exceeding the total for the whole of last year.

【Industry Hotspots】

1. The Ministry of Commerce and seven other departments recently officially issued the "Notice on Further Improving the Work of Auto Trade-in", and a new round of auto trade-in officially started. The auto trade-in policy has increased the subsidy standard for scrapping and updating. For eligible auto scrapping and updating, the subsidy standard has been increased from the previous 10,000 yuan subsidy for purchasing new energy passenger cars and 7,000 yuan subsidy for purchasing fuel passenger cars to 20,000 yuan and 15,000 yuan respectively, both of which have increased by more than double.

2. On August 16, the Shanghai Stock Exchange issued the "Implementation Rules for the Private Placement of Initial Public Offerings on the Shanghai Market (Revised in 2024)". This revision mainly adds requirements for investors to participate in the private placement business of the Science and Technology Innovation Board, and increases the market value of the Science and Technology Innovation Board. It is clearly stated that investors must hold 6 million yuan of Science and Technology Innovation stocks to participate in the private placement of new shares on the Science and Technology Innovation Board, and only those with a bottom position can participate in the new shares.

3. The new Shanghai-Shenzhen-Hong Kong Stock Connect transaction information disclosure mechanism will be officially effective from August 19. For the Shanghai Stock Connect, the total transaction amount, total transaction number,ETFThe total transaction amount, as well as the list of the top ten most active securities and their total transaction amount, will be published on a monthly and annual basis.

4. The China Securities Regulatory Commission recently issued a fine for Zhang Jianping. The fine stated that Zhang Jianping violated regulations by borrowing other people's securities accounts, which constituted the act of borrowing other people's securities accounts as stipulated in Article 195 of the Securities Law. The person who lent the securities account was Zhang Jianping's father-in-law Fang Deji. Both of them were fined the maximum amount of 500,000 yuan by the China Securities Regulatory Commission.

5. Shenyang's "vehicle-road-cloud integration" commercial scenarios were released at the 4th Shenyang Intelligent Connected Vehicle Conference. The commercial scenarios include: building 35 kilometers of smart roads within the 5 square kilometers of the Northern European Commission area, opening the first L4 autonomous driving test road in Northeast China, implementing smart passenger car application scenarios, and providing free trial rides for citizens.

6. So far, four provinces including Shaanxi, Jilin, Shandong, Sichuan and Ordos City in Inner Mongolia have clearly introduced policies to exempt hydrogen energy vehicles from highway tolls. In addition to the implementation of the policy of exempting hydrogen energy vehicles from highway tolls in many places, many places have also introduced policies to develop the hydrogen energy industry.

7. Shanghai issued the "Shanghai Low-altitude Economic Industry High-quality Development Action Plan (2024-2027)". It mentioned that by 2027, it will join hands with cities in the Yangtze River Delta to build the first batch of low-altitude inter-provincial aviation cities in the country, build a comprehensive demonstration and leading area for the national low-altitude economic industry, and accelerate the creation of a "Sky City" with international influence.

8. Black Myth: Wukong was officially released on August 20, and the game's media ratings have been lifted. As of last Saturday morning, 52 global media outlets gave it an average rating of 82 points.

9. On August 16, CNNC held a supply and demand matchmaking meeting for the "Hualong One" industry chain and signed procurement and cooperation intention agreements with 32 companies in Shandong Province. Shen Yanfeng of CNNC suggested accelerating the mass production of the independent third-generation nuclear power technology "Hualong One" to help transform and upgrade the energy structure system.

10. Recently, vegetable prices in many places have continued to rise. Looking ahead to the future market, industry experts said that although vegetable prices will continue to rise seasonally in the short term, the room for increase is limited. After early September, vegetable prices will enter a seasonal downward range.

【Topic Company】

1. According to the official website of China Life Insurance Company, on the morning of the 17th, entrusted by the leadership of the Central Organization Department, responsible persons from the relevant cadre bureau of the Central Organization Department attended the Party Committee meeting of China Life Insurance Company and announced the Central Committee’s decision: Comrade Wang Tingke will no longer serve as the Party Secretary of China Life Insurance Company.

2、China Zheshang BankIt is announced that Zhang Rongsen has resigned from the positions of executive director and president of the company due to personal reasons, and such resignation will take effect when the resignation report is delivered to the company's board of directors.

3. Yinxin Technology received a regulatory letter from the Shenzhen Stock Exchange stating that the "Yinxin Convertible Bonds" issued by the company had triggered the "GEMThe company did not disclose a warning announcement five trading days before the expected triggering of the conversion price adjustment conditions, nor did it hold a board meeting on the day when the conversion price adjustment conditions were triggered to discuss and decide whether to adjust the conversion price. The company's above-mentioned behavior violated relevant regulations.

4. According to media reports, Yuan Bingsong, the founder of Lai Dian Technology, and his partners lost contact at the same time, which may involve the loss of state-owned assets.

5. On August 17, Lingnan Shares issued an announcement stating that the company received a notice from Zhongshan Talent Innovation and Entrepreneurship Ecological Park Service Co., Ltd. on August 16 that Zhongshan Talent Ecological Park plans to acquire part of the "Lingnan convertible bonds".

6. Xiaomi’s Lu Weibing said during a live broadcast that Xiaomi Auto is studying the possibility of entering Europe.

7. Shanghai Airport released its 2024 semi-annual report, with a net profit of 815 million yuan in the first half of the year, a year-on-year increase of 515.02%.

8. Pianzihuang announced that its net profit in the first half of the year increased by 11.73% year-on-year.

9. *ST Chaohua announced that the company's shares have been decided to be delisted by the Shenzhen Stock Exchange and will be delisted on August 19.

10. Almaden announced that it would terminate the purchase of 100% of Fengyang Silicon Valley Intelligent Co., Ltd.Equitymatter.

【Stock Market Dynamics】

1. Last Friday, the three major U.S. stock indexes closed higher. The Dow Jones Industrial Average rose 2.94% last week; the Nasdaq rose 5.29% last week; and the S&P 500 rose 3.93% last week.

2. On the 16th, the World Health Organization urged vaccine manufacturers to increase the production of monkeypox vaccines to control the spread of a more dangerous monkeypox strain. On the same day, the European Center for Disease Prevention and Control raised the risk level of monkeypox transmission.

【Notice】

【Business data】

Shanghai Airport: Net profit in the first half of the year increased by 515.02% year-on-year; plans to pay RMB 1 for every 10 shares

Shanghai Airport (600009) announced on the evening of August 16 that it achieved operating income of 6.064 billion yuan in the first half of the year, a year-on-year increase of 24.55%;Public CompanyThe net profit of shareholders was RMB 815 million, a year-on-year increase of 515.02%. It is planned to pay a cash dividend of RMB 1 (including tax) for every 10 shares to all shareholders. The increase in revenue in this period was mainly due to the year-on-year increase in the aviation business volume of the two airports, the company's aviation revenue, logistics service revenue and other non-aviation revenue.

Hikvision: Net profit in the first half of the year was 5.064 billion yuan, down 5.13% year-on-year

Hikvision (002415) disclosed its semi-annual report on the evening of August 16. The company achieved operating income of 41.209 billion yuan in the first half of the year, a year-on-year increase of 9.68%; net profit of 5.064 billion yuan, a year-on-year decrease of 5.13%; basic earnings per share of 0.54 yuan. During the reporting period, the overall revenue of innovative business was 10.328 billion yuan, a year-on-year increase of 26.13%, accounting for 25.06% of the company's revenue. Innovative business subsidiaries such as EZVIZ Networks, Hikvision Robotics, and Hikvision Micro-Imaging have established dominant positions in their respective fields. The overall development of innovative business is good and has become a strong engine for the company's development.

ZTE: Net profit in the first half of the year increased by 4.76% year-on-year

ZTE Corporation (000063) announced on the evening of August 16 that its operating income in the first half of the year was 62.487 billion yuan, a year-on-year increase of 2.94%; the net profit attributable to the listed company's ordinary shareholders was 5.732 billion yuan, a year-on-year increase of 4.76%; basic earnings per share was 1.2 yuan. In the first half of 2024, the company's international market operating income was 19.426 billion yuan, a year-on-year increase of 10.44%, accounting for 31.09% of operating income; the gross profit margin was 36.02%, an increase of 2.64 percentage points year-on-year. In the first half of 2024, the company's operator network operating income was 37.296 billion yuan, a year-on-year decrease of 8.61%, mainly affected by the overall domestic investment environment; the gross profit margin was 54.32%, an increase of 0.12 percentage points year-on-year.

Qinglong Pipe Industry: Net profit in the first half of the year increased by 421.33% year-on-year, and it is planned to pay 0.9 yuan per share

Qinglong Pipe Industry (002457) announced on the evening of August 16 that it achieved operating income of 1.08 billion yuan in the first half of the year, a year-on-year increase of 31.71%; and achieved a net profit attributable to shareholders of the listed company of 71.7832 million yuan, a year-on-year increase of 421.33%. It is planned to pay a cash dividend of 0.9 yuan (including tax) per 10 shares to all shareholders. During the reporting period, the company's signed contracts entered the normal performance stage, major projects were implemented as planned, and the company's revenue increased compared with the same period last year.

Shunhao shares: net profit in the first half of the year increased by 329.74% year-on-year

Shunhao Co., Ltd. (002565) disclosed its semi-annual report on the evening of August 16. The company achieved operating income of 706 million yuan in the first half of the year, a year-on-year increase of 29.98%; net profit of 27.0515 million yuan, a year-on-year increase of 329.74%; basic earnings per share of 0.0255 yuan. During the reporting period, the company made a comprehensive layout in the core talents, patents and technology configuration of the entire industrial hemp industry chain, while extending the overseas industrial hemp industry and strengthening domestic and foreign business collaboration. The company will promote the exploration and application of industrial hemp in downstream fields such as food, health products, biopharmaceuticals, new tobacco, and daily chemicals in legal regions, and deepen the global business layout of industrial hemp in processing, research and development, application and sales.

Robotech: Net profit in the first half of the year increased by 252.53% year-on-year; plans to pay 0.53 yuan per share

Robotech (300757) announced on the evening of August 16 that its operating income in the first half of the year was 721 million yuan, a year-on-year increase of 14.85%; the net profit attributable to shareholders of the listed company was 54.2212 million yuan, a year-on-year increase of 252.53%. It is planned to pay a cash dividend of 0.53 yuan (including tax) per 10 shares to all shareholders. In the first half of the year, the company seized the opportunity of the equipment upgrade business of the downstream industry from P to N, and rapidly expanded this business segment, with a growth rate of 180% in this reporting period.

Guanghe Technology: Net profit in the first half of the year increased by 102.42% year-on-year

Guanghe Technology (001389) disclosed its semi-annual report on the evening of August 16. The company achieved operating income of 1.706 billion yuan in the first half of the year, a year-on-year increase of 45.50%; net profit of 319 million yuan, a year-on-year increase of 102.42%; basic earnings per share of 0.79 yuan. During the reporting period, the company continued to increase its business expansion efforts, and the capacity utilization rate remained at a good level. At the same time, with the accelerated evolution of AI and the continuous deepening of its application, as well as the iterative upgrade of general servers, the company's product structure continued to be optimized, and the company's revenue and net profit both increased compared with the same period last year.

Weiming Environmental Protection: Net profit in the first half of the year increased by 38.68% year-on-year

Weiming Environmental Protection (603568) announced on the evening of August 16 that its operating income in the first half of the year was 4.113 billion yuan, a year-on-year increase of 42.18%; net profit attributable to shareholders of the listed company was 1.423 billion yuan, a year-on-year increase of 38.68%; basic earnings per share was 0.84 yuan. The revenue growth in this period was mainly due to the increase in equipment, EPC and service business income.

Nanhua Futures: Net profit in the first half of the year increased by 36.73% year-on-year

Nanhua Futures (603093) disclosed its semi-annual report on the evening of August 16. The company achieved operating income of 2.638 billion yuan in the first half of the year, a year-on-year decrease of 16.14%; net profit of 230 million yuan, a year-on-year increase of 36.73%; basic earnings per share of 0.38 yuan. As of June 30, 2024, the company's domestic futures brokerage business customer equity scale reached 25.774 billion yuan.

Shunwei shares: net profit in the first half of the year increased by 34.52% year-on-year, and it is planned to pay 0.1 yuan per share

Shunwei Shares (002676) announced on the evening of August 16 that its operating income in the first half of the year was 1.387 billion yuan, a year-on-year increase of 19.22%; the net profit attributable to shareholders of the listed company was 40.8129 million yuan, a year-on-year increase of 34.52%. It is planned to pay a cash dividend of 0.1 yuan (including tax) for every 10 shares to all shareholders. In the first half of the year, benefiting from the performance of the air-conditioning market exceeding expectations, the sales revenue of plastic air-conditioning blades achieved a year-on-year growth; at the same time, with the increase in demand from downstream industries and the company's development of new markets and new customers, the sales revenue of engineering plastics and automotive parts also achieved a year-on-year growth.

Yingjia Gongjiu: Net profit increased by 29.59% in the first half of the year

Yingjia Gongjiu (603198) announced on the evening of August 16 that its operating income in the first half of the year was 3.785 billion yuan, a year-on-year increase of 20.44%. Net profit attributable to shareholders of the listed company was 1.379 billion yuan, a year-on-year increase of 29.59%. The revenue growth in this period was mainly due to the increase in revenue from mid-to-high-end liquor products represented by the Dongzang series.

Aisen shares: net profit in the first half of the year increased by 23.57% year-on-year, and plans to pay 0.45 yuan per share

Aisen Co., Ltd. (688720) announced on the evening of August 16 that it achieved operating income of 186 million yuan in the first half of the year, a year-on-year increase of 20.63%; and realized a net profit attributable to shareholders of the listed company of 13.7395 million yuan, a year-on-year increase of 23.57%. It is planned to pay a cash dividend of 0.45 yuan (including tax) per 10 shares to all shareholders. During the reporting period, the company's sales revenue of electroplating solution and supporting reagents increased by 13.31% year-on-year, and the sales revenue of photoresist and supporting reagents increased by 44.57% year-on-year. In addition, the company's sales revenue in the field of advanced packaging continued to increase, and its operating income showed a good growth trend.

Koss shares: net profit in the first half of the year increased by 20.24% year-on-year, and plans to pay 6 yuan per share

Kosei Co., Ltd. (300856) disclosed its semi-annual report on the evening of August 16. The company achieved operating income of 1.405 billion yuan in the first half of the year, an increase of 18.01% year-on-year; net profit of 421 million yuan, an increase of 20.24% year-on-year; basic earnings per share of 1.24 yuan. The company plans to pay a cash dividend of 6 yuan (including tax) for every 10 shares. During the reporting period, with the steady improvement of the company's market position and the continuous growth of sunscreen market demand, as well as the further increase in the volume of products of the fundraising and investment projects represented by new sunscreen agents, operating income continued to maintain a rapid growth trend; at the same time, the gradual release of the company's new product production capacity also strongly supported the overall gross profit margin level.

Jinshiyuan: Net profit in the first half of the year increased by 20.08% year-on-year

Jin Shiyuan (603369) announced on the evening of August 16 that the company achieved operating income of 7.304 billion yuan in the first half of the year, a year-on-year increase of 22.36%; the net profit attributable to shareholders of the listed company was 2.461 billion yuan, a year-on-year increase of 20.08%; and the basic earnings per share was 1.97 yuan.

Changhong Meiling: Net profit in the first half of the year increased by 15.91% year-on-year

Changhong Meiling (000521) disclosed its semi-annual report on the evening of August 16. The company achieved operating income of 14.948 billion yuan in the first half of the year, a year-on-year increase of 16.52%; net profit of 415 million yuan, a year-on-year increase of 15.91%; basic earnings per share of 0.4 yuan. During the reporting period, the company's refrigerator (cabinet) business achieved revenue of approximately 4.607 billion yuan, a year-on-year increase of 12.42%.

Yuanfei Pets: Net profit in the first half of the year increased by 12.2% year-on-year

Yuanfei Pet (001222) disclosed its semi-annual report on the evening of August 16. The company achieved operating income of 544 million yuan in the first half of the year, a year-on-year increase of 26.38%; net profit of 73.8912 million yuan, a year-on-year increase of 12.2%; basic earnings per share of 0.39 yuan. During the reporting period, the company's operating income from pet snacks, pet traction equipment, pet injection toys and pet staple food categories all increased to varying degrees. Among them, pet staple food, as a new category of the company, increased by 488.86% over the same period last year, and injection toys also increased by 165.93% over the same period last year.

Pianzaihuang: Net profit in the first half of the year increased by 11.73% year-on-year

Pien Tze Huang (600436) announced on the evening of August 16 that its operating income in the first half of the year was 5.651 billion yuan, a year-on-year increase of 12%; the net profit attributable to shareholders of the listed company was 1.722 billion yuan, a year-on-year increase of 11.73%; basic earnings per share was 2.85 yuan. The company's products are sold on Tmall,JD.comE-commerce platforms such as Tmall and JD.com performed strongly. As of the first half of 2024, "Pian Zaihuang Tablets" ranked first in sales of liver and gallbladder medicines on Tmall and JD.com.

Ziyan Food: Net profit in the first half of the year increased by 10.28% year-on-year; plans to pay 3 yuan per share

Ziyan Food (603057) announced on the evening of August 16 that it achieved operating income of 1.663 billion yuan in the first half of the year, a year-on-year decrease of 4.59%; and achieved a net profit attributable to shareholders of the listed company of 198 million yuan, a year-on-year increase of 10.28%. It plans to pay a cash dividend of 3 yuan (including tax) per 10 shares to all shareholders. As of June 30, the total number of stores nationwide was 6,308 (excluding overseas).

Jiangsu Bank: Net profit in the first half of the year increased by 10.05% year-on-year

Jiangsu Bank (600919) announced on the evening of August 16 that it achieved operating income of 41.625 billion yuan in the first half of the year, a year-on-year increase of 7.16%; net profit attributable to shareholders of the parent company was 18.731 billion yuan, a year-on-year increase of 10.05%. At the end of the reporting period, the total assets of the group were 3.77 trillion yuan, an increase of 10.80% from the end of the previous year. The balance of various deposits was 2.09 trillion yuan, an increase of 11.52% from the end of the previous year, and the balance of various loans was 2.05 trillion yuan, an increase of 8.47% from the end of the previous year. The group's non-performing loan ratio was 0.89%, and the provision coverage ratio was 357.2%.

Shanghai Rural Commercial Bank: Net profit attributable to parent company increased by 0.62% year-on-year in the first half of the year, and plans to pay 2.39 yuan per share

Shanghai Rural Commercial Bank (601825) disclosed its semi-annual report on the evening of August 16, with operating income of 13.917 billion yuan in the first half of the year, a year-on-year increase of 0.23%; net profit attributable to shareholders of the parent company was 6.971 billion yuan, a year-on-year increase of 0.62%; basic earnings per share was 0.72 yuan. The company plans to pay a cash dividend of 2.39 yuan (tax included) for every 10 shares. At the end of the reporting period, the balance of non-performing loans was 7.127 billion yuan, an increase of 200 million yuan from the end of the previous year; the non-performing loan ratio was 0.97%, the same as the end of the previous year; the provision coverage ratio was 372.42%, a decrease of 32.56 percentage points from the end of the previous year; the loan provision ratio was 3.61%, a decrease of 0.33 percentage points from the end of the previous year. The company announced on the same day that a total of 12 senior management personnel and some directors and supervisors planned to increase their holdings of no less than 5.5 million yuan of the company through centralized bidding transactions.A sharesShares.

Shijia Photonics: Net profit in the first half of the year was 11.9563 million yuan, turning losses into profits year-on-year

Shijia Photonics (688313) announced on the evening of August 16 that it achieved operating income of 449 million yuan in the first half of the year, a year-on-year increase of 36.07%; the net profit attributable to shareholders of the listed company was 11.9563 million yuan, a year-on-year turnaround from a loss of 17.7215 million yuan in the same period last year (after adjustment). The turnaround in net profit in this period was mainly due to revenue growth. Among the main business revenue, the revenue from optical chips and device products was 241 million yuan, a year-on-year increase of 60.5%.

Xuetian Salt Industry: Net profit in the first half of the year decreased by 1.3% year-on-year

Xuetian Salt Industry (600929) announced on the evening of August 16 that its operating income in the first half of the year was 3.018 billion yuan, a year-on-year increase of 2.71%; the net profit attributable to shareholders of the listed company was 329 million yuan, a year-on-year decrease of 1.3%. The revenue growth in this period was mainly due to the year-on-year increase in sales of edible salt and salt chemical products.

Tianyuan Dico: Net profit in the first half of the year fell 4.04% year-on-year

Tianyuan Dico (300047) announced on the evening of August 16 that the company's operating income in the first half of the year was 3.478 billion yuan, a year-on-year increase of 35.85%; the net profit attributable to shareholders of the listed company was 30.6053 million yuan, a year-on-year decrease of 4.04%. The revenue growth in this period was due to the increase in sales revenue of ICT products.

Shanghai Mechanical and Electrical: Net profit in the first half of the year decreased by 5.44% year-on-year; 2 yuan per share is planned

Shanghai Mechanical & Electrical (600835) announced on the evening of August 16 that the company achieved operating income of 10.084 billion yuan in the first half of the year, a year-on-year decrease of 7.46%; net profit attributable to shareholders of the listed company was 526 million yuan, a year-on-year decrease of 5.44%. It is planned to pay a cash dividend of 2 yuan (including tax) per 10 shares to all shareholders. The decline in revenue in this period was mainly due to the decrease in sales of its subsidiaries in this period.

Bayi Space: Net profit in the first half of the year decreased by 7.42% year-on-year

Bayi Time and Space (688181) announced on the evening of August 16 that its operating income in the first half of the year was 375 million yuan, a year-on-year decrease of 7.87%; the net profit attributable to shareholders of the listed company was 49.715 million yuan, a year-on-year decrease of 7.42%. In the first half of the year, although the panel industry showed a recovery in prosperity, the pressure from customers on the cost control of raw materials still existed, and the company as a whole was under strong operating pressure as the projects under construction of its subsidiaries were gradually converted into fixed assets. The company expects that the panel industry as a whole will continue the "production on demand" business strategy in the second half of the year.

Xinpengwei: Net profit in the first half of the year decreased by 8.64% year-on-year

Xinpengwei (688508) announced on the evening of August 16 that its operating income in the first half of the year was 453 million yuan, a year-on-year increase of 17.96%; the net profit attributable to shareholders of the listed company was 43.9241 million yuan, a year-on-year decrease of 8.64%. Due to the fair value loss of trading assets such as the shares of Xinlian Integrated Circuit (688469) held by the company, the net profit attributable to shareholders of the listed company decreased by 8.64% year-on-year.

Sinopharm Accord Performance Report: Net profit in the first half of the year decreased by 10.45% year-on-year

Sinopharm Accord (000028) released its performance report on the evening of August 16. The company achieved total operating revenue of 37.786 billion yuan in the first half of the year, a year-on-year decrease of 1.57%; net profit of 743 million yuan, a year-on-year decrease of 10.45%; basic earnings per share of 1.34 yuan. During the reporting period, the distribution segment achieved relatively stable growth, with operating revenue of 27.079 billion yuan, a year-on-year increase of 2.11%; mainly due to the impact of the operating environment, the delay in receivables, resulting in an increase in the scale of capital occupation, an increase in the corresponding capital cost, and a decrease in profits.

Yuejian Intelligent: Net profit in the first half of the year decreased by 12.16% year-on-year, and it is planned to pay 3 yuan for every 10 shares

Yuejian Intelligent (603095) announced on the evening of August 16 that it achieved operating income of 575 million yuan in the first half of the year, a year-on-year increase of 36.73%; net profit of 42.6078 million yuan, a year-on-year decrease of 12.16%. It plans to pay a cash dividend of 3 yuan (including tax) for every 10 shares to all shareholders. The increase in revenue in this period is mainly due to the recovery of industry prosperity and the increase in product sales; the decrease in net profit is mainly due to the intensified market competition in this period, the decline in product prices, and the decline in gross profit margin.

Yaoshi Technology: Net profit in the first half of the year fell 13.35% year-on-year

Yao Shi Technology (300725) disclosed its semi-annual report on the evening of August 16. The company achieved operating income of 745 million yuan in the first half of the year, a year-on-year decrease of 11.75%; net profit of 98.6915 million yuan, a year-on-year decrease of 13.35%; basic earnings per share of 0.50 yuan. The reason for the decline in performance: mainly due to the decline in biopharmaceutical investment and financing and the impact of intensified market competition on the demand side.

Baoxiniao: Net profit in the first half of the year fell 15.6% year-on-year, and it plans to pay 0.7 yuan per share

Baoxiniao (002154) disclosed its semi-annual report on the evening of August 16. The company achieved operating income of 2.479 billion yuan in the first half of the year, a year-on-year increase of 0.36%; net profit of 344 million yuan, a year-on-year decrease of 15.6%; basic earnings per share of 0.24 yuan. The company plans to pay a cash dividend of 0.7 yuan (including tax) for every 10 shares. During the reporting period, terminal retail sales were weaker than expected, and the combined impact of weather and high base numbers put overall clothing retail under pressure.

Broadcom shares: Net profit in the first half of the year decreased by 18.75% year-on-year

Broadcom Holdings (600455) announced on the evening of August 16 that it achieved operating income of 141 million yuan in the first half of 2024, a year-on-year increase of 10.6%; and realized a net profit attributable to shareholders of the listed company of 9.3271 million yuan, a year-on-year decrease of 18.75%. During the reporting period, the company's profits mainly came from the higher education business (subsidiary City College) in its main business. In the first half of the year, the operating income of City College increased by 10.46% year-on-year, and the net profit decreased by 28.58% year-on-year.

Jiaze New Energy: Net profit in the first half of the year decreased by 20.58% year-on-year, and it is planned to pay 0.1 yuan per share

Jiaze New Energy (601619) announced on the evening of August 16 that it achieved operating income of 1.238 billion yuan in the first half of the year, a year-on-year decrease of 4.19%; net profit attributable to shareholders of the parent company was 412 million yuan, a year-on-year decrease of 20.58%. It plans to pay a cash dividend of about 0.1 yuan (including tax) per 10 shares to all shareholders of the company.

Chenguang New Materials: Net profit in the first half of the year decreased by 41.16% year-on-year

Chenguang New Materials (605399) announced on the evening of August 16 that it achieved operating income of 577 million yuan in the first half of the year, a year-on-year increase of 2.1%; net profit attributable to shareholders of listed companies was 41.9249 million yuan, a year-on-year decrease of 41.16%. The decline in net profit in this period was mainly due to the increase of 2.3699 million yuan in share-based payment expenses in this period compared with the same period last year; the management expenses during the investment and construction period of Anhui Chenguang New Materials Co., Ltd. and Ningxia Chenguang New Materials Co., Ltd. increased by 7.0071 million yuan compared with the same period last year; "government subsidy income related to current income" decreased by 17.8586 million yuan in this period compared with the same period last year.

Taihe New Materials: Net profit in the first half of the year decreased by 45.37% year-on-year

Taihe New Materials (002254) disclosed its semi-annual report on the evening of August 16. The company achieved operating income of 1.952 billion yuan in the first half of the year, a year-on-year increase of 0.55%; net profit of 117 million yuan, a year-on-year decrease of 45.37%; basic earnings per share of 0.13 yuan. In the first half of the year, the company's production and sales of aramid and its products increased year-on-year, but the increase in sales and the decrease in costs were not enough to make up for the losses caused by the price drop, and profitability also weakened.

Zhonglai shares: loss of 306 million yuan in the first half of the year

Zhonglai Co., Ltd. (300393) disclosed its semi-annual report on the evening of August 16. The company achieved operating income of 3.08 billion yuan in the first half of the year, a year-on-year decrease of 46.53%; net profit loss was 306 million yuan, and net profit in the same period last year was 236 million yuan. During the reporting period, the price of the photovoltaic industry chain continued to decline, overseas trade frictions intensified, and the photovoltaic industry as a whole was in a cyclical iteration stage.

China Nuclear Engineering: As of July, the cumulative operating income reached 59.558 billion yuan

China Nuclear Engineering (601611) announced on the evening of August 16 that as of July 2024, the company has achieved a total of 85.581 billion yuan in new contracts and a total operating income of 59.558 billion yuan.

Xinhua Insurance: From January to July, the cumulative original insurance premium income was 111.875 billion yuan

Xinhua Insurance (601336) announced on the evening of August 16 that the company's cumulative original insurance premium income from January 1, 2024 to July 31, 2024 was 111.875 billion yuan.

OCT A: Contract sales amounted to 2.23 billion yuan in July

On the evening of August 16, OCT Group (000069) announced that in July, the company achieved a contract sales area of ​​137,000 square meters and a contract sales amount of 2.23 billion yuan; from January to July 2024, the company achieved a cumulative contract sales area of ​​721,000 square meters, a year-on-year decrease of 41%; the contract sales amount was 12 billion yuan, a year-on-year decrease of 54%. From January to July, the company's cultural and tourism enterprises received a total of 45.05 million tourists.

【Changes in equity】

Huicheng Environmental Protection: Controlling shareholder agrees to transfer 9.75 million shares

Huicheng Environmental Protection (300779) announced on the evening of August 16 that the company's controlling shareholder and actual controller Zhang Xingong and Zhang Min signed the "Share Transfer Agreement" on August 15. Zhang Xingong intends to transfer 9.75 million shares of the company's unrestricted tradable shares held by him to Zhang Min through an agreement transfer, accounting for 5.0011% of the company's total share capital. The total share transfer price (including tax) is 302 million yuan. This equity change will not lead to a change in the corresponding control rights of the company's controlling shareholder, actual controller and its concerted actors.

Zhaoxin shares: intends to transfer all equity in small and medium-sized companies

Zhaoxin Shares (002256) announced on the evening of August 16 that in order to reduce the proportion of the company's financial investment, quickly recover funds to repay matured debts and optimize the company's external investment structure, the company decided to sell all the shares of the small and medium-sized companies in which it holds shares. After multiple inquiries from the company, it was finally determined that the counterparty was Shenzhen Yuntong Investment Co., Ltd., and the company transferred approximately 14.19% of the shares held by the company in the small and medium-sized companies and the 22 million yuan capital increase rights and interests that have not yet been registered with the industrial and commercial administration for a transaction price of 102 million yuan, as well as all its subsidiary and derivative rights. After the transaction is completed, it is expected to reduce the company's net profit in 2024 by approximately 79.0361 million yuan.

【Increase/decrease holdings, repurchase】

Haohai Biotech: Plans to repurchase shares for RMB 100 million to RMB 200 million

Haohai Biotech (688366) announced on the evening of August 16 that the company plans to repurchase shares for RMB 100 million to RMB 200 million for employee stock ownership plans or equity incentives. The repurchase price will not exceed RMB 89.71 per share.

Kangpeng Technology: Several shareholders intend to reduce their holdings of no more than 3% of the company's shares

Kangpeng Technology (688602) announced on the evening of August 16 that its shareholders Wuxi Yunhui New Automotive Industry Investment Management Partnership (Limited Partnership) and Ningbo Meishan Free Trade Zone Xingyu Huitian Investment Management Partnership (Limited Partnership) are persons acting in concert, holding a total of 9.81% of the company's shares, and intend to reduce their holdings by no more than 1.5% of the company's shares. Shareholders Tongxiang Yunhui Equity Investment Fund Partnership (Limited Partnership), Tongxiang Jiawo Yunfeng Equity Investment Partnership (Limited Partnership), and Tongxiang Bifang Venture Capital Partnership (Limited Partnership) are persons acting in concert, holding a total of 5.69% of the company's shares, and intend to reduce their holdings by no more than 1.5% of the company's shares.

Lanzhou Yellow River: Hunan Yucheng plans to reduce its holdings of no more than 3% of the company's shares

Lanzhou Yellow River (000929) announced on the evening of August 16 that Hunan Yucheng Investment Co., Ltd. (hereinafter referred to as "Hunan Yucheng"), a shareholder holding 5% of the shares, plans to reduce its holdings of the company's shares by no more than 5.573 million shares (accounting for 3% of the company's total share capital) through centralized bidding and/or block trading within 3 months after 15 trading days.

China Heavy Industry: State Venture Capital Fund plans to reduce its holdings of no more than 2% of the company's shares

China Heavy Industry (601989) announced on the evening of August 16 that China State-owned Capital Venture Capital Fund Co., Ltd. (hereinafter referred to as "China Venture Capital Fund"), which holds 6.10% of the shares, plans to reduce its holdings of no more than 456 million shares of the company through centralized bidding and/or block trading, and the reduction ratio shall not exceed 2% of the company's total share capital.

Superstar Agriculture and Animal Husbandry: Hebang Group plans to reduce its holdings of no more than 2% of the company's shares

Juxing Agriculture and Animal Husbandry (603477) announced on the evening of August 16 that Sichuan Hebang Investment Group Co., Ltd. (hereinafter referred to as "Hebang Group"), a shareholder holding more than 5% of the shares, plans to reduce its holdings of the company's shares by no more than 2% of the total number of shares of the company through centralized bidding and block trading.

Founder Securities: Shareholders intend to reduce their holdings of no more than 1% of the company's shares

Founder Securities (601901) announced on the evening of August 16 that China Cinda Asset Management Co., Ltd., a shareholder holding 7.47% of the shares, plans to reduce its holdings of the company's shares by no more than 82.321 million shares through centralized bidding, accounting for approximately 1% of the company's total share capital.

Hangya Technology: Shareholders intend to reduce their holdings of no more than 1% of the company's shares

Hangya Technology (688510) announced on the evening of August 16 that its shareholders Yili Suxin Investment Fund Partnership (Limited Partnership) and Nanjing Daofeng Investment Management Center (General Partnership) hold a total of 5.1688% of the company's shares and plan to reduce their holdings by no more than 2.5838 million shares through centralized bidding transactions, which is no more than 1% of the company's total share capital. The above shareholders are persons acting in concert.

Diowei: Shareholders intend to reduce their holdings of no more than 1% of the company's shares

Diowei (688381) announced on the evening of August 16 that its shareholders Beijing Woyan Capital Management Center (Limited Partnership)-Shanghai Woyan Venture Capital Partnership (Limited Partnership) and its concerted parties Beijing Woyan Capital Management Center (Limited Partnership)-Suzhou Wojie Equity Investment Partnership (Limited Partnership) together hold 6.98% of the company's shares. It plans to reduce its holdings by no more than 2.522 million shares, and the total reduction ratio will not exceed 1% of the total number of shares of the company.

Shenchi Electromechanical: Shareholders intend to reduce their holdings by no more than 0.9528% of the company's shares

Shenchi Electromechanical (603109) announced on the evening of August 16 that Tibet Wenchu ​​Investment Fund Management Co., Ltd.-Wenchu ​​Phase 1 Private Securities Investment Fund (referred to as "Tibet Wenchu") holds 5.03% of the company's shares. Tibet Wenchu ​​intends to reduce its holdings of the company's shares by no more than 1.99 million shares through centralized bidding transactions, and the reduction ratio shall not exceed 0.9528% of the company's total share capital.

【Successful Bid Contract】

GEM: Signed a memorandum of strategic cooperation with ECOPRO BM on the supply of 265,000 tons of precursors and the entire industrial chain of secondary battery raw materials

GEM (002340) announced on the evening of August 16 that it had recently signed a Memorandum of Understanding on Strategic Cooperation in the Whole Industrial Chain of Secondary Battery Raw Materials with ECOPRO BM CO., LTD. ("ECOPRO BM"), a subsidiary of ECOPRO in South Korea. The two parties pledged to combine their respective resources, technology, manufacturing, capital and customers in depth, and work together with Indonesia and South Korea as manufacturing bases to ensure the acquisition of globally competitive raw materials and precursor manufacturing, and to create a globally competitive "nickel resources-precursor-positive electrode material" full industrial chain. According to the memorandum, ECOPRO BM will purchase an additional 265,000 tons of precursors from GEM to meet the new demand in the US and European markets. In addition, the two parties will also cooperate in ensuring nickel raw materials and investment, strategic research and development mechanisms, etc.

Poly United: Holding subsidiary pre-bids 2.434 billion yuan project

Poly United (002037) announced on the evening of August 16 that the Urumqi Announcement Resource Trading Network released the "Announcement of the Winning Results of the Second Bid Section of the Xinjiang Energy Group Santanghu Company Shitoumei No. 1 Open-Pit Coal Mine Stripping (including Blasting) Project". The company's holding subsidiary Poly Xinlian Blasting Engineering Group Co., Ltd. (hereinafter referred to as "Poly Xinlian") is the winning bidder with a winning bid of 2.434 billion yuan. At present, the project is still in the bidding announcement stage, and there is still uncertainty as to whether the "Bidding Notice" can be obtained.

Zhongding Holdings: Subsidiary obtains supplier project designation letter

Zhongding Co., Ltd. (000887) announced on the evening of August 16 that its subsidiary Anhui Zhongding Fluid System Co., Ltd. (hereinafter referred to as "Zhongding Fluid") recently received a notice from a customer that the company has become a batch supplier of battery pack liquid cooling system assembly products for a new project of a leading new power brand OEM in China. The life cycle of this project is 6 years, and the total amount of the life cycle is approximately 1.787 billion yuan.

Guide Infrared: Won the bid for the 170 million yuan Hubei Province Natural Disaster Emergency Response Capacity Improvement Project

Guide Infrared (002414) announced on the evening of August 16 that it had won the bid for the "Video Monitoring Networking of Hubei Natural Disaster Emergency Response Capacity Improvement Project Early Warning Command Project" project, with a total bid amount of 170 million yuan, accounting for 7.04% of the company's audited operating income in 2023. The winning project is the company's first overall digital transformation project for integrated emergency services.

Hongrun Construction: Signed EPC general contracting contract for photovoltaic power generation project

Hongrun Construction (002062) announced on the evening of August 16 that the company and Wuhu Wanhong New Energy Co., Ltd. (hereinafter referred to as "Wuhu Wanhong") signed the "Shuangqian Group (Anhui) Huili Tire Co., Ltd. 10MW Rooftop Distributed Photovoltaic Power Generation Project EPC General Contracting Contract", with a total contract price of RMB 42 million (including tax). Wuhu Wanhong is a wholly-owned subsidiary of the company's joint venture Shanghai Wanhong New Energy Co., Ltd., and this transaction constitutes a related-party transaction.

Sinoma Energy Conservation: Signed a 45.8708 million euro waste heat power generation EP contract

Sinoma Energy Conservation (603126) announced on the evening of August 16 that the company has signed a Ghana GECS5*22MW waste heat power generation EP contract with GENSER ENERGY COTE D'IVOIRE SA (hereinafter referred to as "GECS"), with a total contract value of 45.8708 million euros.

Dongrui Shares: Signed a sales contract with Guangnan Bank for the sale of live pigs to Hong Kong from 2024 to 2025

Dongrui Shares (001201) announced on the evening of August 16 that the company recently signed a "Sales Contract" with Guangdong Guangnan Bank Co., Ltd. (hereinafter referred to as "Guangnan Bank") for the sale of live pigs to Hong Kong from 2024 to 2025. The signing of the contract will help consolidate the cooperation foundation between the two parties, stabilize and strengthen the export business relationship, and help the two parties establish a deeper long-term strategic cooperation and further enhance the company's competitive advantage.

【Major Investment】

Huahai Qingke: Plans to invest no more than 1.698 billion yuan to build a research and development base

Huahai Qingke (688120) announced on the evening of August 16 that it plans to invest in the construction of the "Shanghai Integrated Circuit Equipment R&D and Manufacturing Base Project" with a total investment of no more than 1.698 billion yuan. On the same day, it announced that its operating income in the first half of the year was 1.497 billion yuan, a year-on-year increase of 21.23%; its net profit was 433 million yuan, a year-on-year increase of 15.65%. As the market share of the company's CMP products continues to expand, the scale of key consumables and maintenance services has gradually increased, and the revenue from wafer regeneration and wet equipment has gradually increased. In the first half of the year, the company's operating income and net profit both increased compared with the same period.

Longyang Electronics: Plans to invest no more than 120 million yuan to build a composite copper foil production base project in Thailand

Longyang Electronics (301389) announced on the evening of August 16 that its wholly-owned subsidiary Longyang Electronics (Thailand) Co., Ltd. plans to invest in the construction of a composite copper foil production base project in Thailand with an investment amount not exceeding 120 million yuan.

【other】

Baotong Technology: Signed a cooperation framework agreement with Xi'an Jiaotong University

Baotong Technology (300031) announced on the evening of August 16 that the company recently formally signed a cooperation framework agreement with Xi'an Jiaotong University. The two parties will focus on the construction of digital material transportation scenarios for smart mines, and large-scale intelligent decision-making models for group material transportation in smart mines, and carry out in-depth cooperation in areas such as scientific and technological innovation, joint construction of innovation alliances, talent training and exchange, and transformation of scientific and technological achievements.

China Aluminum Corporation: Plans to implement interim dividends in 2024

Aluminum Corporation of China (601600) announced on the evening of August 16 that the company plans to implement interim dividends in 2024. The company will subsequently formulate a specific interim dividend plan based on relevant regulations and the company's performance in the first half of 2024, taking into account factors such as profit level, capital demand, and reasonable returns for shareholders, and submit it to the board of directors and shareholders for review.

Jiangyin Bank: Vice President Wang Feng resigns

Jiangyin Bank (002807) announced on the evening of August 16 that Wang Feng resigned from the position of vice president of the bank due to job transfer. After his resignation, Wang Feng will no longer work in the bank.

ST Ruide: Stock will be suspended next Monday and resume trading on August 20 and other risk warnings will be withdrawn

ST Ruide (600666) announced on the evening of August 16 that the company's stock will be suspended for one day from the opening of the market on August 19, 2024, and will resume trading and cancel other risk warnings from the opening of the market on August 20, 2024. The company's stock name will be changed from "ST Ruide" to "Aorui De", and the daily price fluctuation limit of the company's stock trading will be changed from 5% to 10%.

*ST Baan: The company's shares will be delisted on August 19

*ST Baan (300262) announced on the evening of August 16 that the company's shares have been decided to be delisted by the Shenzhen Stock Exchange and will be delisted on August 19, 2024.

Shaanxi Jinye: Actual controller Yuan Hanyuan was placed under residential surveillance at a designated location by the public security authorities

Shaanxi Jinye (000812) announced on the evening of August 16 that Yuan Hanyuan, the actual controller, chairman of the board and president of the company, was placed under residential surveillance by the public security authorities due to related matters. In view of the above circumstances, the company has made proper arrangements for related work. As of the date of disclosure of the announcement, the company's control has not changed, the company's board of directors is operating normally, the daily operation and management is in the charge of the senior management team, and the production and operation of the company and its subsidiaries are carried out in an orderly manner.

Jincheng Pharmaceutical: Zhao, the actual controller, was suspected of manipulating the securities marketYe QingFiled a case by the Securities and Futures Commission

Jincheng Pharmaceutical (300233) announced on the evening of August 16 that its actual controller and chairman Zhao Yeqing received a "Notice of Case Filing" issued by the China Securities Regulatory Commission on August 14, 2024. The China Securities Regulatory Commission decided to file a case against Zhao Yeqing for suspected illegal and irregular behavior of manipulating the securities market.

Humanwell Pharmaceuticals: Ursodeoxycholic Acid Tablets Receive U.S. FDA Approval

Renmin Pharmaceutical (600079) announced on the evening of August 16 that its wholly-owned subsidiary Epic Pharma, LLC received the approval number for ursodeoxycholic acid tablets from the U.S. Food and Drug Administration (FDA). Ursodeoxycholic acid tablets are a drug used for cholesterol stones, cholestatic liver disease (such as primary biliary cirrhosis), and bile reflux gastritis.

Cube Pharmaceuticals: Received the approval letter for the marketing application of paliperidone API

Lifang Pharmaceuticals (003020) announced on the evening of August 16 that the company recently received the "Notice of Approval of the Application for Listing of Chemical APIs" for paliperidone issued by the National Medical Products Administration. Paliperidone is the main metabolite of risperidone and a new type of antipsychotic drug. Its preparation was originally developed by Johnson & Johnson in the United States and is clinically suitable for the treatment of schizophrenia in adults and adolescents aged 12-17 (weight ≥ 29 kg).

Baiyunshan: Subsidiary obtains approval for drug supplementary application

Baiyunshan (600332) announced on the evening of August 16 that its holding subsidiary Yingkang Pharmaceutical received the "Notice of Approval of Supplementary Drug Application" issued by the State Drug Administration. Compound Aminophenamine Granules has applied for the change of the main body of the drug listing holder through the reporting channel, and thus obtained the approval of the State Drug Administration to change the relevant content. The approval number of Compound Aminophenamine Granules was transferred from Wuhu Luye Pharmaceutical Co., Ltd. to Yingkang Pharmaceutical.

Wondfo Biotech: Fentanyl detection product obtains US FDA 510(k) clearance

Wondfo Biotech (300482) announced on the evening of August 16 that the company recently received a notice from the U.S. Food and Drug Administration (FDA) that the company's fentanyl urine test reagent has obtained the U.S. FDA 510 (k) license. After obtaining this license, the demander does not need a prescription to purchase, and the company can sell it in the United States and countries that recognize the U.S. FDA 510 (k) license through e-commerce, pharmacies, supermarkets and other channels.