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【News Review】

1. On August 19, Xi Jinping, General Secretary of the CPC Central Committee and President of China, held talks with To Lin, General Secretary of the CPC Central Committee and President of Vietnam, who was on a state visit to China, at the Great Hall of the People in Beijing. Xi Jinping pointed out that China regards Vietnam as a priority direction for its neighboring diplomacy and supports Vietnam in adhering to the leadership of the Party, taking a socialist path that suits its national conditions, and deepening reform and opening up and socialist modernization. To Lin said that my first visit to China as General Secretary of the CPC Central Committee and President of Vietnam fully reflects the position of the Vietnamese Party and Government that they have always attached importance to developing relations with China and regard China as a strategic choice and top priority in Vietnam's foreign policy.

2. Premier Li Qiang presided over the Executive Meeting of the State Council on August 19, which reviewed and approved the "Opinions on Promoting High-Quality Development of Service Trade with High-Level Opening-up" and the "Special Management Measures for Foreign Investment Access (Negative List) (2024 Edition)", reviewed and approved the "Regulations on the Filing and Review of Laws and Regulations (Draft)" and the "Regulations on Urban Public Transportation (Draft)", studied policy measures to promote the high-quality development of specialized, precise and innovative small and medium-sized enterprises, and decided to approve five nuclear power projects including the first phase of the Xuwei project in Jiangsu.

3. Foreign Ministry spokesman Mao Ning announced: At the invitation of Russian Prime Minister Mishustin and Belarusian Prime Minister Golovchenko, Premier Li Qiang of the State Council will travel to Russia from August 20 to 23 to host the 29th regular meeting of the Chinese and Russian prime ministers and visit Russia and Belarus.

【Industry Hotspots】

1. The National Development and Reform Commission issued a three-year action plan for building a first-class business environment in the Beijing-Tianjin-Hebei region. The plan proposes to innovate land use policies, promote flexible long-term leasing, lease-before-transfer, and flexible annual transfer of land for industrial projects, and accelerate the formation of a land supply model with the characteristics of Xiongan New Area.

2. The State Financial Supervision and Administration Bureau issued a notice on improving the pricing mechanism of life insurance products. The notice stated that from September 1, 2024, the upper limit of the scheduled interest rate of newly registered ordinary insurance products will be 2.5%, and the relevant liability reserve assessment rate will be implemented at 2.5%; ordinary insurance products with scheduled interest rates exceeding the upper limit will be stopped from sale. The notice also proposed to establish a mechanism for linking the scheduled interest rate with the market interest rate and a dynamic adjustment mechanism.

3. The Xiamen Municipal People's Government issued a notice on adjusting the real estate settlement policy, which will be implemented from October 1, 2024. It mentioned that if you own legal real estate in the administrative area of ​​Xiamen, have obtained a real estate ownership certificate and the real estate use is registered as residential, or the applicant and his/her spouse and minor children own more than 50% (not included) of the real estate, you can apply to transfer your household registration to the address of the real estate.

4. Shanghai Municipal Party Committee Deputy Secretary and Mayor Gong Zheng presided over the municipal government executive meeting on the 19th. The meeting pointed out that it is necessary to accelerate the improvement of the industrial ecosystem, strengthen the cultivation of entities, optimize comprehensive services, and strengthen the leading live broadcast platforms.

5. Shanghai issued a notice on the city's work on the centralized bulk purchase and use of drugs and consumables in the provincial alliance. All designated medical insurance institutions and non-profit medical institutions in Shanghai should facilitate the admission mechanism for the products that have been selected and reported the purchase demand, and should not use the overall cost control, "drug and consumable ratio", the number of basic drugs and consumables used in the hospital as reasons to affect the purchase and reasonable use of the selected products.

6. According to the National Medical Insurance Administration, the National Medical Insurance Administration has issued a public inquiry letter to Shanghai MicroPort Cardiovascular Medical regarding the price of Castor aortic stent graft and delivery system. Recently, the National Medical Insurance Administration has received a series of letters from the public, reflecting the problem of inflated prices of the company's Castor thoracic aortic stent graft and delivery system. After preliminary verification and inquiry of public information, the ex-factory price of the company's Castor stent (200mm length) is about 50,000 yuan, and the price supplied to medical institutions by agents exceeds 120,000 yuan. After the initial interview, the company proposed a price adjustment plan, but it did not change the fact that the price difference significantly exceeded the necessary range.

【Topic Company】

1、Changan AutomobileAnnouncement: Avita Technology, a joint venture, plans to purchase 10% of Huawei's Yinwang for RMB 11.5 billionEquity。

2、Shanghai BellingThe 2024 semi-annual report was released, with a net profit of 131 million yuan in the first half of 2024, reversing the loss year-on-year.

3. Zhongbei Communications announced that it has been pre-bid for a computing power service project worth 810 million yuan.

4. Laimu Co., Ltd. announced that the chairman and general manager were investigated and detained.

5. Juli Culture announced that it expects to compensate 304 investors for a total loss of 31.112 million yuan.

6. Huizhong Holdings announced that some of the company's products use Huawei HiSilicon chips, but the company does not directly purchase Huawei and Huawei HiSilicon products.

7、Daan GeneAnnouncement: Obtained the medical device registration certificate for the monkeypox virus nucleic acid detection kit.

8. Weilan Technology released its 2024 semi-annual report, with net profit in the first half of the year increasing by 792.79% year-on-year.

9. Yutong Heavy Industries announced that the proportion of the company's unmanned driving related products in the company's sales revenue is currently relatively low.

10. Midea Group released its 2024 semi-annual report, with net profit in the first half of the year increasing by 14.11% year-on-year.

11、Xianhe Environmental ProtectionAccording to the announcement, the controlling shareholder and others were filed a case by the China Securities Regulatory Commission for suspected illegal and irregular information disclosure.

【Stock Market Dynamics】

1. The three major U.S. stock indexes closed higher, with the Dow Jones Industrial Average up 0.58%, the Nasdaq up 1.39%, and the S&P 500 up 0.97%.NvidiaThe market rose by more than 4%, marking the sixth consecutive day of gains, with a cumulative increase of 23%. Popular Chinese stocks rose across the board.NasdaqChina Golden Dragon Index rose 1.39%.

2. The settlement price of WTI crude oil futures fell by 2.97% to US$74.37 per barrel; the settlement price of Brent crude oil futures fell by 2.54% to US$77.66 per barrel.

3、COMEX gold futures closed up 0.19% at $2,542.6 per ounce; COMEX silver futures closed up 2.24% at $29.495 per ounce.

【Notice】

【Hotspot】

Huizhong Holdings: Some of the company's products use Huawei HiSilicon chips, but it does not directly purchase products from Huawei and Huawei HiSilicon

Huizhong Holdings (300371) announced on the evening of August 19 that the company has noticed that the "Huawei HiSilicon concept" has attracted much attention from the market recently. The company has verified and explained as follows: some of the company's products use Huawei HiSilicon chips, but it does not directly purchase Huawei and Huawei HiSilicon products, but purchases combination components that include Huawei HiSilicon chip products.

Hopeful China: Products related to monkeypox virus nucleic acid testing account for a relatively small proportion of the company's performance

Hopeful China (603122) issued an announcement on abnormal stock trading fluctuations on the evening of August 19, stating that the company has sold monkeypox virus nucleic acid detection kits to some hospital customers, but monkeypox virus nucleic acid detection-related products account for a relatively small proportion of the company's performance and have no substantial or significant impact on the company's operating income.

Transgene: So far, the company has not received any orders for monkeypox detection products

On the evening of August 19, Togen Life (300642) disclosed an announcement of unusual stock trading, saying that the World Health Organization recently announced that the monkeypox epidemic constitutes an "international public health emergency". The company has developed a monkeypox virus nucleic acid detection kit using different methodologies and has obtained the EU CE access qualification, but has not yet obtained the medical device registration certificate for monkeypox detection approved by the National Medical Products Administration. So far, the company has not received any orders for monkeypox detection products, nor has it started the production of monkeypox detection products, which has not affected the company's production and operation. Investors are kindly requested to pay attention to investment risks.

Yutong Heavy Industry: Unmanned driving related products account for a relatively low proportion of the company's sales revenue

Yutong Heavy Industry (600817) issued an announcement on abnormal stock trading fluctuations on the evening of August 19, saying that the company has noticed that the concept of unmanned driving has received a lot of attention from the market recently. At present, the market for unmanned sanitation equipment and mining vehicles is still in the exploratory stage, and the company's related products account for a relatively low proportion of the company's sales revenue. There are still uncertainties in future technology research and development, product competitiveness, profitability, etc.

【Performance】

Wall Nuclear Materials: Net profit in the first half of the year was 419 million yuan, up 43.04% year-on-year

Woer Nuclear Materials (002130) disclosed its semi-annual report on the evening of August 19. The company achieved operating income of 3.095 billion yuan in the first half of 2024, a year-on-year increase of 22.16%; net profit attributable to the parent company was 419 million yuan, a year-on-year increase of 43.04%; basic earnings per share was 0.33 yuan. In the first half of 2024, the company's electronic products, power products, wire products andNew EnergyThe operating income of automotive business-related products all achieved growth to varying degrees. Among them, the decline in the prices of main raw materials for electronic products also had a positive impact on the increase in its gross profit margin.

Will Semiconductor: Net profit in the first half of the year was 1.367 billion yuan, a year-on-year increase of 792.79%

Will Semiconductor (603501) disclosed its semi-annual report on the evening of August 19, achieving operating income of 12.091 billion yuan in the first half of 2024, a year-on-year increase of 36.5%; net profit of 1.367 billion yuan, a year-on-year increase of 792.79%; basic earnings per share of 1.14 yuan. As the consumer market further recovers, downstream customer demand has increased. With the company's product introduction in the high-end smartphone market and the continued penetration of autonomous driving applications in the automotive market, the company's operating income has achieved significant growth. At the same time, affected by factors such as product structure optimization and cost control, the company's product gross profit margin has gradually recovered.

Yanjing Beer: Net profit in the first half of the year was 758 million yuan, a year-on-year increase of 47.54%

Yanjing Beer (000729) disclosed its semi-annual report on the evening of August 19. The company achieved operating income of 8.046 billion yuan in the first half of 2024, a year-on-year increase of 5.52%; net profit attributable to the parent company was 758 million yuan, a year-on-year increase of 47.54%; basic earnings per share was 0.27 yuan. In the first half of 2024, the company's revenue scale continued to expand and net profit increased significantly. The company achieved beer sales (including trusteeship operation) of 2.3049 million kiloliters.

Jinhui Liquor: Net profit of 295 million yuan in the first half of the year, a year-on-year increase of 15.96%

Jinhui Liquor (603919) disclosed its semi-annual report on the evening of August 19, achieving operating income of 1.754 billion yuan in the first half of 2024, a year-on-year increase of 15.17%; net profit of 295 million yuan, a year-on-year increase of 15.96%.

Hangcha Group: Net profit in the first half of the year was 1.007 billion yuan, a year-on-year increase of 29.29%

Hangcha Group (603298) disclosed its semi-annual report on the evening of August 19, achieving operating income of 8.554 billion yuan in the first half of 2024, a year-on-year increase of 3.74%; net profit of 1.007 billion yuan, a year-on-year increase of 29.29%.

Mingtai Aluminum: Net profit in the first half of the year was 1.07 billion yuan, a year-on-year increase of 33.28%

Mingtai Aluminum (601677) disclosed its semi-annual report on the evening of August 19, achieving operating income of 15.314 billion yuan in the first half of 2024, a year-on-year increase of 21.16%; net profit of 1.07 billion yuan, a year-on-year increase of 33.28%.

Tianshan Aluminum: Net profit in the first half of the year was 2.074 billion yuan, up 103.45% year-on-year

Tianshan Aluminum (002532) disclosed its semi-annual report on the evening of August 19. The company achieved operating income of 13.785 billion yuan in the first half of 2024, a year-on-year decrease of 6.83%; net profit attributable to shareholders of the parent was 2.074 billion yuan, a year-on-year increase of 103.45%; basic earnings per share was 0.45 yuan.

Huayang Group: Net profit in the first half of the year was 287 million yuan, up 57.89% year-on-year

Huayang Group (002906) disclosed its semi-annual report on the evening of August 19. The company achieved operating income of 4.193 billion yuan in the first half of 2024, a year-on-year increase of 46.23%; net profit attributable to the parent company was 287 million yuan, a year-on-year increase of 57.89%; basic earnings per share was 0.55 yuan. Among them, automotive electronics achieved operating income of 3.071 billion yuan, an increase of 65.41% over the same period last year; precision die casting achieved operating income of 914 million yuan, an increase of 23.55% over the same period last year.

China Pet Foods: Net profit in the first half of the year was 142 million yuan, up 48.11% year-on-year

China Pet Foods Co., Ltd. (002891) disclosed its semi-annual report on the evening of August 19. The company achieved operating income of 1.956 billion yuan in the first half of 2024, a year-on-year increase of 14.08%; net profit attributable to shareholders of the parent was 142 million yuan, a year-on-year increase of 48.11%; basic earnings per share was 0.49 yuan.

Guodian Power: Net profit in the first half of the year increased by 127% year-on-year, and it is planned to pay 0.9 yuan per share

Guodian Power (600795) disclosed its semi-annual report on the evening of August 19, with operating income of 85.828 billion yuan in the first half of 2024, a year-on-year decrease of 3.22%; net profit of 6.716 billion yuan, a year-on-year increase of 127.35%. The company plans to pay a cash dividend of 0.9 yuan (including tax) for every 10 shares. The main reasons for the year-on-year increase in net profit are: First, the company transferred its holding subsidiary Guodian Construction InvestmentMongolia EnergyLimited company's investment income increased; second, the company's investment income from associated enterprises increased.

Midea Group: Net profit in the first half of the year was 20.804 billion yuan, up 14.11% year-on-year

Midea Group (000333) disclosed its semi-annual report on the evening of August 19. The company achieved operating income of 217.274 billion yuan in the first half of 2024, a year-on-year increase of 10.30%; net profit attributable to shareholders of the parent was 20.804 billion yuan, a year-on-year increase of 14.11%; basic earnings per share was 3.02 yuan.

Han's Laser: Net profit in the first half of the year was 1.225 billion yuan, an increase of 184.81% year-on-year

Han's Laser (002008) disclosed its semi-annual report on the evening of August 19. The company achieved operating income of 6.355 billion yuan in the first half of 2024, a year-on-year increase of 4.41%; net profit attributable to shareholders of the parent was 1.225 billion yuan, a year-on-year increase of 184.81%; basic earnings per share was 1.17 yuan.

New Zhuobang: Net profit in the first half of the year was 416 million yuan, down 19.54% year-on-year

Xinzhoubang (300037) disclosed its semi-annual report on the evening of August 19. The company achieved operating income of 3.582 billion yuan in the first half of 2024, a year-on-year increase of 4.35%; net profit attributable to the parent company was 416 million yuan, a year-on-year decrease of 19.54%; basic earnings per share was 0.55 yuan. In the first half of 2024, the growth rate of the new energy industry slowed down, the competition for key lithium battery materials was fierce, product prices continued to fall, international trade frictions intensified, and the company's production projects were in the capacity ramp-up period, operating costs increased, which had an adverse impact on the company's profitability.

Heilan Home: Net profit in the first half of the year decreased by 2.54% year-on-year; plans to pay 2.3 yuan per share

Heilan Home (600398) disclosed its semi-annual report on the evening of August 19, achieving operating income of 11.37 billion yuan in the first half of 2024, a year-on-year increase of 1.53%; net profit of 1.636 billion yuan, a year-on-year decrease of 2.54%. The company plans to pay a cash dividend of 2.3 yuan (including tax) per 10 shares to all shareholders.

Poly Development: Net profit in the first half of the year was 7.42 billion yuan, down 39.29% year-on-year

Poly Development (600048) disclosed its semi-annual report on the evening of August 19, achieving operating income of 139.249 billion yuan in the first half of 2024, a year-on-year increase of 1.66%; net profit of 7.42 billion yuan, a year-on-year decrease of 39.29%.

SF Holding: Express logistics business revenue in July was 16.228 billion yuan, a year-on-year increase of 9.87%

SF Holding (002352) announced on the evening of August 19 that the company's express logistics business revenue in July was 16.228 billion yuan, a year-on-year increase of 9.87%; the business volume was 1.03 billion tickets, a year-on-year increase of 16.65%. The company's express logistics business, supply chain and international business totaled 22.598 billion yuan in July, a year-on-year increase of 15.41%.

Yongshuntai: Net profit in the first half of the year was 168 million yuan, up 165.93% year-on-year

Yongshuntai (001338) disclosed its semi-annual report on the evening of August 19. The company achieved operating income of 2.168 billion yuan in the first half of 2024, a year-on-year decrease of 12.43%; net profit attributable to the parent company was 168 million yuan, a year-on-year increase of 165.93%; basic earnings per share was 0.33 yuan. Affected by the decline in sales unit prices, the company achieved operating income of 2.168 billion yuan, a year-on-year decrease of 12.43%.

Soft Control Co., Ltd.: Net profit in the first half of the year was 192 million yuan, up 101.71% year-on-year

Soft Control Co., Ltd. (002073) disclosed its semi-annual report on the evening of August 19. The company achieved operating income of 3.225 billion yuan in the first half of 2024, a year-on-year increase of 32.14%; net profit attributable to the parent company was 192 million yuan, a year-on-year increase of 101.71%; basic earnings per share was 0.19 yuan. During the reporting period, in the face of complex changes and challenges in the international and domestic economic situation, the company continued to advance steadily in the industry, with a high market order completion rate and continuous optimization of customer structure.

Dongmu Shares: Net profit in the first half of the year was 190 million yuan, a year-on-year increase of 431.53%

Dongmu Co., Ltd. (600114) disclosed its semi-annual report on the evening of August 19, achieving operating income of 2.353 billion yuan in the first half of 2024, a year-on-year increase of 33.5%; net profit of 190 million yuan, a year-on-year increase of 431.53%; basic earnings per share of 0.31 yuan. During the reporting period, the company's main business income increased by 33.66% year-on-year, of which: P&S's main business income increased by 26.69% year-on-year, of which the second quarter achieved 579 million yuan, a record high; although SMC's main business income decreased by 6.52% year-on-year, it has stabilized and rebounded since the first quarter, and achieved 276 million yuan in the second quarter, a record high; MIM's main business income increased by 101.11% year-on-year.

Shanghai Belling: Net profit of 131 million yuan in the first half of the year, turning losses into profits year-on-year

Shanghai Belling disclosed its semi-annual report on the evening of August 19, achieving operating income of 1.111 billion yuan in the first half of 2024, a year-on-year increase of 27.2%; net profit of 131 million yuan, reversing losses year-on-year; basic earnings per share of 0.19 yuan.

【Increase/decrease in holdings】

Jinfang Energy: Shareholders intend to reduce their holdings of the company by no more than 2%

Jinfang Energy (001210) announced on the evening of August 19 that its shareholder Shenzhen Lingyu Cornerstone Equity Investment Partnership (Limited Partnership) (referred to as "Lingyu Cornerstone") and its concerted parties Shenzhen Lingxin Cornerstone Equity Investment Fund Management Partnership (Limited Partnership)-Ma'anshan Xinyu Equity Investment Partnership (Limited Partnership) (referred to as "Ma'anshan Xinyu") plan to conduct centralized bidding within 3 months after 15 trading days from the date of disclosure of the announcement.Block TradesThe company's shares held by it shall not exceed 2.6135 million shares (accounting for 2% of the company's total share capital).

Rongtai Shares: The controlling shareholder and persons acting in concert promise not to reduce their holdings of the company's shares within 12 months

Rongtai Co., Ltd. (605133) announced on the evening of August 19 that the company's controlling shareholder Zhuhai Runcheng Investment Co., Ltd. and its joint actor Macau Runcheng International Co., Ltd. voluntarily promised not to reduce their holdings of the company's shares within 12 months from August 26, 2024 (i.e. from August 26, 2024 to August 25, 2025).

ST Xiachuang: plans to reduce its holdings of no more than 11 million shares of Fengzhushou at an appropriate time

ST Xiachuang (300300) announced on the evening of August 19 that the company plans to reduce its holdings of no more than 11 million shares of Fengzhushou (301382) through centralized bidding, block trading, inquiry transfer, etc.A sharesShares, accounting for approximately 4.99% of the total share capital of Fengzhushou (accounting for 5.04% of the total share capital after excluding the number of shares in its special repurchase account).

【Buyback】

Kaile shares: the actual controller proposed to repurchase shares for 20 million to 40 million yuan

Kaile Holdings (301070) announced on the evening of August 19 that the company's actual controller, controlling shareholder, chairman and general manager Lu Xiaobo proposed that the company repurchase shares for RMB 20 million to RMB 40 million. The repurchased shares will be used for employee stock ownership plans or equity incentive plans.

Huatong shares: plans to repurchase shares for 50 million to 100 million yuan

Huatong Shares (002840) announced on the evening of August 19 that the company plans to repurchase shares for 50 million to 100 million yuan, all of which will be used to implement employee stock ownership plans or equity incentive plans. The repurchase price of shares will not exceed 21.31 yuan per share.

Faslion: Chairman proposes to repurchase company shares for RMB 40 million to RMB 70 million

Faslion (605318) announced on the evening of August 19 that the company's chairman Shen Zhenghua proposed that the company repurchase shares for RMB 40 million to RMB 70 million for cancellation and corresponding reduction of registered capital.

【Contract Winning Bid】

ST Guangwang:TencentYun signed the "Strategic Cooperation Agreement to Promote Industrial Development"

ST Guangwang (600831) announced on the evening of August 19 that on August 19, 2024, the company and Tencent Cloud Computing (Beijing) Co., Ltd. (hereinafter referred to as "Tencent Cloud") signed the "Strategic Cooperation Agreement to Promote Industrial Development" in Xi'an, forming a strategic partnership.

Li Yang Chip: Subsidiary Guangtongxin signed a strategic cooperation agreement with Diecheng Optoelectronics

Li Yang Chip (688135) announced on the evening of August 19 that the core technology of Shanghai Diecheng Optoelectronics Technology Co., Ltd. (hereinafter referred to as "Diecheng Optoelectronics") is "all-weather ultra-wide spectrum stacked image sensor chip". The company's wholly-owned subsidiary Guangtongxin signed a strategic cooperation agreement with Diecheng Optoelectronics to exclusively provide Diecheng Optoelectronics with wafer heterogeneous stacking and testing and other process technology services for ultra-wide spectrum stacked image sensor chips. The wafer heterogeneous stacking process is complex and must use a series of front-end and back-end semiconductor equipment and processes such as photolithography machines, etching machines, thin film deposition, and wafer inspection to achieve wafer material modification, bonding and other processes. Guangtongxin is responsible for the final delivery of qualified ultra-wide spectrum stacked image sensor chips.

Dayu Water Saving: The subsidiary won the bid for the "four-prediction" capacity building project for small watershed flash flood disasters in Gansu Province

Dayu Water Saving (300021) announced on the evening of August 19 that its holding subsidiary Beijing Huitu Technology (Group) Co., Ltd. (Huitu Technology) won the bid for the "four-prediction" capacity building project for small watershed flash flood disasters in Gansu Province. This project is the largest water conservancy information project won by Huitu Technology so far this year, with a bid amount of 45.39 million yuan.

Sanfeng Intelligent: Signed a cooperation agreement with Huazhong University of Science and Technology

Sanfeng Intelligent Technology (300276) announced on the evening of August 19 that the company recently signed a "Joint Construction of HumanoidrobotThe two sides signed a cooperation agreement on the "Hubei Engineering Research Center" of the Hubei Provincial Development and Reform Commission, and will cooperate to build the "Hubei Engineering Research Center for Humanoid Robots". Based on the principle of "complementary advantages and win-win cooperation", the two sides will give full play to their respective advantages and resources and carry out long-term cooperation in the transformation of scientific and technological achievements, industrial investment and development, and R&D in the field of humanoid robots.

Zhongbei Communication: Pre-bid for the 810 million yuan Lingang Computing Power 2024 Phase 5 Computing Power Service Project

Zhongbei Communications (603220) announced on the evening of August 19 that the company is expected to win the bid for the "Lingang Computing Power 2024 Fifth Phase Computing Power Service Project", with an estimated total bid amount of 810 million yuan (including tax).

Zhejiang Fu Holdings: Subsidiary wins bid for 265 million yuan project

Zhejiang Fu Holdings (002266) announced on the evening of August 19 that its wholly-owned subsidiary Zhejiang Fuchunjiang Hydropower Equipment Co., Ltd. (hereinafter referred to as "Zhefu Hydropower") recently received a "Notice of Winning Bid" from the project procurement agency Zhongji Construction Consulting Co., Ltd., which confirmed that Zhejiang Fuchunjiang Hydropower was the winning bidder for the procurement of hydro-generator units and ancillary equipment for the Jintangchong Reservoir Hub Project in Zishui, Hunan Province, and the counterparty was Hunan Water Conservancy and Hydropower Survey, Design, Planning and Research Institute Co., Ltd. The total transaction amount was 265 million yuan, with delivery in batches and a total delivery time of 40 months.

Guotong Shares: Winning bids for projects worth 594 million yuan account for 166% of total operating revenue in 2023

Guotong Shares (002205) announced on the evening of August 19 that the company recently participated in the bidding for the PCCP, JCCP, JPCCP and other pipe supplier procurement projects of Guangxi Jiaotong Trading Group Co., Ltd.'s Guangxi Water Resources Allocation Project around the Beibu Gulf. Recently, the company received the "Notice of Winning Bid" from the owner of the project, confirming that the company won the bid for the project. The winning bid amount is 594 million yuan, accounting for 165.83% of the company's audited total operating income in 2023.

Online and offline: Signed a cooperation framework agreement with Shenzhen Institute of Computational Science

Online and Offline (300959) announced on the evening of August 19 that the company and the Shenzhen Institute of Computational Science jointly signed a "Cooperation Framework Agreement" on August 19. The two parties agreed to form in-depth cooperation in the development and marketing of software applications related to data elements, and artificial intelligence-enabled online and offline marketing-related applications.

【Major Investment】

Stanley: Plan to invest 534 million yuan to build a new green fertilizer project with an annual output of 1 million tons

Stanley (002588) announced on the evening of August 19 that the company decided to use its wholly-owned subsidiary Stanley Agriculture Guangxi Co., Ltd. as the project implementation entity and invest 534 million yuan to build a new green fertilizer project with an annual output of 1 million tons. The company disclosed its semi-annual report on the same day. The company achieved operating income of 5.672 billion yuan in the first half of 2024, a year-on-year increase of 9.04%; net profit attributable to the parent company was 510 million yuan, a year-on-year increase of 27.98%; basic earnings per share was 0.44 yuan.

Jundingda: Subsidiary plans to invest 400 million yuan to build a functional protective material production project

Jundingda (301538) announced on the evening of August 19 that its wholly-owned subsidiary Dongguan Jundingda New Materials Technology Co., Ltd. (hereinafter referred to as "Dongguan Jundingda") intends to sign a project investment agreement with the People's Government of Qiaotou Town, Dongguan City. Dongguan Jundingda intends to invest in the Jundingda functional protective material production and construction project in Qiaotou Town, Dongguan City, with a total investment of 400 million yuan. The company's operating income in the first half of 2024 was 363 million yuan, a year-on-year increase of 36.48%; net profit attributable to the parent was 80.3598 million yuan, a year-on-year increase of 57.43%; it plans to pay a cash dividend of 2 yuan (including tax) for every 10 shares.

Dongxin shares: plans to increase capital to Shanghai Lisuan by 200 million yuan

Dongxin Co., Ltd. (688110) announced on the evening of August 19 that the company intends to increase its capital in Shanghai Lisuan Technology Co., Ltd. (hereinafter referred to as "Shanghai Lisuan" or "the target company") by 200 million yuan of its own funds, and subscribe to its newly added registered capital of 5 million yuan. After this capital increase, the company holds approximately 37.88% of the equity of Shanghai Lisuan. The target company is a chip design company dedicated to the research and development of multi-level (scalable) graphics rendering, which can meet the needs of chips and computing power in various scenarios such as digital content creation and design, game animation and film and television production, AR/VR, digital twin cities and factories, cloud desktops, smart cockpits, artificial intelligence and large model applications. The company's business has certain synergies with the target company.

Tianyuan Environmental Protection: Holding subsidiary signed a 3.02 billion yuan photovoltaic project investment cooperation agreement

Tianyuan Environmental Protection (301127) announced on the evening of August 19 that the company's holding subsidiary Wuhan Tianyuan Energy Co., Ltd. and Wusu State-owned Assets Affairs Service Center intend to sign an investment cooperation agreement on the investment and construction of the "Seventh Division Huyanghe City Military and Land Integration 2GW Photovoltaic (Xinjiang Xingqihang New Energy Co., Ltd. 1GW) Project", with a total investment of approximately RMB 3.02 billion. In addition, the company and its holding subsidiary Wuhan Tianyuan Energy Co., Ltd. and the People's Government of Jiangdu District, Yangzhou City intend to sign an investment cooperation agreement on matters related to the investment and construction of the "Hydrogen Energy Equipment R&D and Manufacturing Base Project". According to the aforementioned agreement, the total investment of the project is approximately RMB 1 billion, which will be carried out in two phases.

Zhongyuan Environmental Protection：Implement the company's sewage sludge equipment renewal project

Zhongyuan Environmental Protection (000544) announced on the evening of August 19 that it plans to implement the company's sewage sludge equipment renewal project. This equipment renewal is divided into three projects, namely: Zhongyuan Environmental Protection Co., Ltd. sewage sludge treatment equipment renewal project, Zhengzhou main urban area sewage treatment plant equipment renewal project, Zhengzhou Sewage Purification Co., Ltd. sewage sludge treatment equipment renewal project.

【Mergers and Acquisitions】

Changan Automobile: A joint venture Avita Technology plans to purchase Huawei's 10% stake in Yinwang for RMB 11.5 billion

Changan Automobile (000625) announced on the evening of August 19 that its joint venture Avita Technology intends to purchase 10% of Yinwang’s equity held by Huawei, with the transaction amount being RMB 11.5 billion. After this transaction, Avita Technology will hold 10% of Yinwang’s shares, while Huawei will hold 90% of Yinwang’s shares. At the same time, Avita Technology intends to sign a Shareholders Agreement with Huawei and Yinwang.

【Refinancing】

Jiangsu Financial Leasing: Approved to issue financial bonds not exceeding RMB 8 billion

Jiangsu Financial Leasing (600901) announced on the evening of August 19 that the company recently received the "Decision of the People's Bank of China on Granting Administrative License", and the company was approved to issue no more than RMB 8 billion of financial bonds in the national interbank bond market. The administrative license is valid until August 14, 2026, and the company can choose the time of installment issuance at its own discretion during the validity period.

New Hope Group: Application for issuance of RMB 1 billion of targeted debt financing instruments approved for registration

New Hope (000876) announced on the evening of August 19 that the company recently receivedBank of ChinaThe National Association of Financial Market Institutional Investors (NAFMII) issued a "Registration Acceptance Notice" to indicate that NAFMII agrees to accept the company's registration of targeted debt financing instruments. The company's registered amount for this targeted debt financing instrument is RMB 1 billion, and the registration amount is valid for 2 years from the date of signing of the "Registration Acceptance Notice" issued by NAFMII.China Zheshang BankThe lead underwriter is a joint stock limited company, and the lead underwriter is determined before each issuance.

【other】

Potential Hengxin: The reserve increase report of the Weizhou 22/04 block in the South China Sea has passed the review and filing

Qianneng Hengxin (300191) announced on the evening of August 19 that the company recently received a reply from the Ministry of Natural Resources forwarded by China National Offshore Oil Corporation regarding the review and filing of the mineral resource reserves of the Carboniferous Huanglong Formation and the Paleogene Liushagang Formation in the WZ5-3E-1 and WZ5-3E-2 well areas of the Weizhou 5-3 oilfield. The review base date is February 29, 2024, and the proven geological reserves of crude oil are 13.4798 million tons. The newly added proven oil and gas reserves that have passed the review and filing this time are part of the Weizhou 5-3 structural reservoir that has been discovered in the South China Sea 22/04 contract area, based on the knowledge that two exploration wells and one evaluation well have been drilled in the structure.

Changchun Hi-Tech: The subsidiary's application for listing of new specifications and new indications of long-acting growth hormone was approved

Changchun High-Tech (000661) announced on the evening of August 19 that the company's subsidiary Changchun Jinsai Pharmaceutical Co., Ltd. recently obtained approval from the National Medical Products Administration for the new specification and new indication of polyethylene glycol recombinant human growth hormone injection (referred to as "long-acting growth hormone") for the marketing of growth disorders in girls caused by gonadal dysgenesis (Turner syndrome).

China Nuclear Power: Jiangsu Xuwei Nuclear Energy Heating Power Plant Phase I Project Approved

China National Nuclear Corporation (601985) announced on the evening of August 19 that on August 19, 2024, after deliberation at the State Council Executive Meeting, it was decided to approve the first phase of the Jiangsu Xuwei Nuclear Energy Heating Power Plant, which has been included in the national plan and has undergone a comprehensive safety assessment review. China National Nuclear Corporation Suneng Nuclear Power Co., Ltd., a subsidiary of the company, is the owner of the approved project and is responsible for project investment, construction and operation management. This first phase of the project plans to build two "Hualong One" pressurized water reactor nuclear power generating units (single unit rated power of 1208MW) and one high-temperature gas-cooled reactor nuclear power generating unit (rated power of 660MW), and to build a steam heat exchange station. After completion, it will have both high-quality steam supply capacity and power generation capacity under the designed operating conditions. At present, the project site is steadily and orderly advancing various preparatory work before the start of construction.

China General Nuclear Power: Construction of Zhaoyuan No. 1 and other nuclear power units approved

China General Nuclear Power Corporation (003816) announced on the evening of August 19 that on August 19, the company learned that the Zhaoyuan Units 1 and 2 of its subsidiary Shandong Zhaoyuan Nuclear Power Co., Ltd., the Lufeng Units 1 and 2 of China General Nuclear Power Lufeng Nuclear Power Co., Ltd., and the Cangnan Units 3 and 4 of China General Nuclear Power Cangnan Second Nuclear Power Co., Ltd., which the company's controlling shareholder entrusted the company to manage, have been approved by the State Council. At present, the company and the above-mentioned companies are carrying out various construction preparations for the above-mentioned units in an orderly manner, and after obtaining the "Nuclear Power Plant Construction License" issued by the National Nuclear Safety Administration, they can start full-scale construction.

Daan Gene: Obtained Medical Device Registration Certificate for Monkeypox Virus Nucleic Acid Detection Kit

Daan Gene (002030) announced on the evening of August 19 that the company recently obtained a medical device registration certificate issued by the State Food and Drug Administration, specifically a monkeypox virus nucleic acid detection kit (fluorescence PCR method), which is valid from the date of approval to August 17, 2029. At present, the above-mentioned products are still in the market development stage, and there is uncertainty in market demand. Investors are advised to pay attention to investment risks.

Juli Culture: It is expected that 304 investors should be compensated for a total loss of 31.112 million yuan

Juli Culture (002247) announced on the evening of August 19 that recently, the company has entrusted a mediation agency to communicate with investors or their attorneys who intend to claim compensation on behalf of the company and collect relevant evidence materials. So far, a total of 304 investors who intend to claim compensation have been collected. Based on the implementation date, disclosure date, base date and base price determined by the court judgment, as well as the proportion of systematic risk factors in the securities market to be deducted, the company is expected to compensate 304 investors for a total loss of 31.112 million yuan.

Laimu Shares: Chairman and General Manager were investigated and detained

Laimu Co., Ltd. (603633) announced on the evening of August 19 that the company recently received a notice issued by the Shanghai Hongkou District Supervisory Committee regarding the filing of an investigation and detention of the company's chairman and general manager Zhu Xinai. At present, the company has made proper arrangements for the relevant work. All directors of the company unanimously elected that during the detention of Zhu Xinai, the company's deputy general manager Fang Peixi will act as the chairman and general manager.