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[announcement highlights] taihe water company signed a computing power equipment contract; shengbang shares received the "designated point notification letter" issued by honeycomb power

2024-09-10

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haochen medical: as of now, the company's control rights have not been finalized

haochen medical (002622) issued a stock trading change announcement on the evening of september 10. in view of the fact that beijing shoutuo ronghui investment co., ltd. filed a request with the people's court of nansha district, guangzhou to confirm the invalidity of the "letter on termination of the cooperation agreement" issued by guangzhou huiyin aofeng equity investment fund management co., ltd. to beijing shoutuo ronghui investment co., ltd., the company's control rights have not been finalized so far. haochen medical's stock price rose by the daily limit for two consecutive days.

polydi: cofs materials mass-produced by subsidiary yaoke have not yet achieved mass sales and profitability

polydi (300905) issued an announcement on stock trading changes on the evening of september 10. the company has noticed that some media, stock forums and other platforms have discussed the "cofs material" incident and related hot concepts. the cofs materials mass-produced by the company's subsidiary, yaoke new materials (suzhou) co., ltd. (hereinafter referred to as "yaoke"), are in industrialization and commercialization practice, and have not yet formed batch sales and achieved profitability. yaoke will increase investment in r&d and production to enrich the product types and application scenarios of cofs. there are still uncertainties and risks in yaoke's future market promotion and capacity expansion, which will not have a significant impact on the company's performance in the short term.

haiqi group: the estimated economic loss from the typhoon disaster is about 35 million yuan

on the evening of september 10, haiqi group (603069) announced that on september 6, the super typhoon "makar" landed on the coast of wenchang, hainan province, bringing serious natural disasters to hainan province. the company suffered from the typhoon disaster, and the estimated economic loss was about 35 million yuan (the estimated loss amount did not take into account the subsequent compensation of vehicle losses by the insurance company). the insurance company is calculating the damage of the damaged vehicles that have purchased property insurance. at present, the production and operation of the company in the disaster-stricken areas have basically returned to normal.

fudan fuhua: the strategic cooperation agreement signed with benyuan quantum does not involve a specific amount and has no substantial impact on the company's performance

fudan fuhua (600624) responded to the inquiry letter of the shanghai stock exchange on the evening of september 10, saying that the company and benyuan quantum signed a "strategic cooperation agreement" on september 2, 2024. the "strategic cooperation agreement" signed this time is a strategic cooperation framework agreement between the two parties on strengthening market layout, building industrial alliances and other sales services. the company is a sales service consultant and a non-exclusive agent. the sales agency activity needs to be filed for sales projects. there are currently no clear customers and no sales projects have been filed. the specific cooperation matters involved in the agreement need to be signed separately. the specific content and details are subject to the subsequent formal cooperation agreement. if the two parties fail to reach an agreement on the amount or other details, the relevant sales service cooperation between the two parties will no longer be carried out. therefore, the sales agency activity is not inevitable, nor is it a continuous business, and it has a certain degree of contingency. the agreement does not involve a specific amount, and there is currently no substantial impact on the company's performance. the impact on future performance needs to be determined based on the implementation of the formal cooperation agreement. investors are kindly requested to pay attention to investment risks.

shennong seed industry: typhoon "makar" caused direct losses of about 20 million yuan

shennong seeds (300189) announced on the evening of september 10 that after the typhoon "makar" disaster, some of the company's base buildings, equipment, inventory, etc. were damaged to a certain extent, but no casualties occurred. the main losses were concentrated in the shennong seed source deep water cage breeding base and the gaogen temporary breeding base. the initial estimate of the direct loss of the invested cost is about 20 million yuan, and the indirect loss of sales gross profit is expected to be about 31 million yuan.

yisheng shares: sales revenue of white-feathered broiler chicks in august was 208 million yuan

yisheng shares (002458) announced on the evening of september 10 that the sales volume of white-feathered broiler chicks in august was 51.556 million, with sales revenue of 208 million yuan, with year-on-year changes of -14.53% and -18.38%, and month-on-month changes of -2.69% and 10.94%, respectively. the sales volume of breeding pigs in august was 2,890, with sales revenue of 7.3718 million yuan, with year-on-year changes of 3,111.11% and 2,342.61%, and month-on-month changes of 424.50% and 573.74%, respectively. the company's breeding pig production capacity has been gradually released, so the company's breeding pig sales volume and sales revenue in august increased significantly year-on-year; due to the company's breeding pig farm expansion needs, some breeding pigs were used for self-feeding in july, resulting in a significant increase in the company's breeding pig sales volume and sales revenue in august.

shengnong development: august sales revenue was 1.559 billion yuan, down 4.63% year-on-year

shengnong development (002299) announced on the evening of september 10 that the company achieved sales revenue of 1.559 billion yuan in august 2024, a year-on-year change of -4.63% and a month-on-month change of -10.63%. among them, the sales revenue of chicken in the poultry breeding and processing sector was 1.142 billion yuan, an increase of 0.76% over the same period last year and a month-on-month change of -12.29%; the sales revenue of the deep-processed meat products sector was 674 million yuan, a year-on-year change of -12.96% and a month-on-month change of -5.09%. in terms of sales volume, the sales volume of chicken in the poultry breeding and processing sector in august was 119,300 tons, an increase of 19.76% over the same period last year and a month-on-month change of -7.68%; the sales volume of products in the deep-processed meat products sector was 32,600 tons, an increase of 1.24% over the same period last year and a month-on-month change of -1.31%.

hubei energy: power generation in august reached 4.113 billion kwh, up 1.56% year-on-year

hubei energy (000883) announced on the evening of september 10 that in august, the company completed power generation of 4.113 billion kwh, an increase of 1.56% year-on-year. among them, hydropower generation decreased by 54.97% year-on-year, thermal power generation increased by 28.32% year-on-year, and new energy power generation increased by 56.56% year-on-year. the company has completed a total power generation of 29.833 billion kwh this year, an increase of 26.71% year-on-year.

byd: recently, several senior executives and core personnel have increased their holdings of the company's a shares by a total of 142,000 shares

byd (002594) announced on the evening of september 10 that senior vice president luo hongbin and other senior executives increased their holdings of the company's a shares by a total of 58,100 shares from september 2 to september 9, with a total amount of rmb 14,657,200; the company's other 33 core personnel also increased their holdings of the company's a shares by a total of 83,900 shares in recent days, with a total amount of rmb 20,796,400. the above entities increased their holdings of the company's a shares by a total of 142,000 shares, with a total amount of rmb 35,453,600.

huahai chengke: xinchao venture capital plans to reduce its holdings in the company by no more than 2.8%

huahai chengke (688535) announced on the evening of september 10 that its shareholder xinchao venture capital plans to reduce its holdings of the company's shares by no more than 2.2582 million shares, or no more than 2.8% of the company's total share capital, through centralized bidding and block trading due to its own funding needs.

zhichun technology: the actual controller increased its holdings by 500,100 shares of the company

zhichun technology (603690) announced on the evening of september 10 that jiang yuan, the company's controlling shareholder and actual controller, increased his holdings of the company's shares by 500,100 shares through centralized bidding transactions on september 10, accounting for 0.13% of the company's total share capital. based on his firm confidence in the company's prospects, jiang yuan does not rule out the possibility of further increasing his holdings of the company's shares.

asia potassium international: xinjiang jiangzhiyuan plans to reduce its holdings in the company by no more than 1%

yaka international (000893) announced on the evening of september 10 that its shareholder xinjiang jiangzhiyuan equity investment partnership (limited partnership) (referred to as "xinjiang jiangzhiyuan") plans to reduce its holdings of the company's shares by no more than 9.1831 million shares, or no more than 1% of the company's total share capital, through centralized bidding or block trading within three months after 15 trading days.

magang group: the controlling shareholder intends to increase its holdings of the company's shares by 150 million to 300 million yuan

magang group (600808) announced on the evening of september 10 that the company's controlling shareholder, magang (group) holding co., ltd., plans to increase its holdings of the company's a shares through the shanghai stock exchange trading system by way of centralized bidding. the amount of increase will not be less than 150 million yuan and not more than 300 million yuan. the source of funds will be magang group's own funds.

huarui precision: shareholders intend to reduce their holdings by no more than 0.485% of the company's shares

huarui precision (688059) announced on the evening of september 10 that ningbo meishan free trade zone huihe tongxiang equity investment partnership (limited partnership), a shareholder holding 5.4127% of the shares, plans to reduce its holdings of no more than 300,000 shares of the company through centralized bidding and block trading, which is no more than 0.485% of the total number of shares of the company.

huatian technology: the controlling shareholder intends to increase its holdings of the company's shares by no less than 30 million yuan

huatian technology (002185) announced on the evening of september 10 that on september 10, the company's controlling shareholder, tianshui huatian electronics group co., ltd., increased its holdings of the company's shares by 162,000 shares through the centralized bidding method of the shenzhen stock exchange trading system with its own funds of 1.181 million yuan, accounting for approximately 0.0051% of the company's total issued shares. the controlling shareholder plans to continue to increase its holdings of the company's shares through the centralized bidding method of the shenzhen stock exchange trading system within 6 months from the date of this increase, with the total amount of accumulated increase not less than 30 million yuan (including this increase).

weige chuangxin: plans to repurchase shares for 100 million to 150 million yuan

weige technology (688153) announced on the evening of september 10 that the company plans to repurchase shares for 100 million to 150 million yuan, which will be used for employee stock ownership plans or equity incentives. the repurchase price will not exceed 46.72 yuan per share.

shengbang shares: received the "designated notification letter" issued by honeycomb power

shengbang holdings (301233) announced on the evening of september 10 that it had recently received a "designated notification letter" issued by the power research institute of baoding honeycomb power branch (hereinafter referred to as "honeycomb power"). honeycomb power designated three components of the en32 model and one component of the ec8h model to the company for development and production.

nord shares: subsidiary will provide copper foil products to eesl

nord holdings (600110) announced on the evening of september 10 that recently, its wholly-owned subsidiary shenzhen baijiada new energy materials co., ltd. (hereinafter referred to as "baijiada") received a designated letter from indian battery manufacturer exide enengy solutions limited (hereinafter referred to as "eesl"). baijiada has become a qualified supplier of eesl and will provide copper foil products to eesl. the transaction amount is expected to not exceed 200 million yuan in 2025, and the actual supply volume is subject to the formal sales order.

taihe water: the total amount of the high-performance computing equipment contract signed by the subsidiary accounts for approximately 187% of the company's revenue in 2023

taihe water (605081) announced on the evening of september 10 that on september 10, its subsidiary shanghai weiyan technology co., ltd. (hereinafter referred to as "shanghai weiyan") signed the "2024 high-performance computing equipment procurement contract" with its customer shanghai jiatang information technology co., ltd. (hereinafter referred to as "shanghai jiatang"), stipulating that shanghai weiyan will provide shanghai jiatang with artificial intelligence high-performance computing servers and installation and debugging services. the total contract price (including tax) is 343 million yuan, accounting for approximately 187% of the company's audited operating income in 2023. if the relevant contracts are successfully fulfilled, it will have a positive impact on the company's operating performance in 2024.

united optoelectronics: holding subsidiary receives 216 million yuan project

united optoelectronics (300691) announced on the evening of september 10 that its holding subsidiary united automotive recently received a "supplier nomination letter" from china faw, and united automotive was determined to be the supplier of the rear left corner millimeter wave radar and rear right corner millimeter wave radar assembly for some models of china faw. the procurement cycle of this winning project is 5 years, and mass production and supply are expected to start in april 2025, with an estimated total procurement amount of 216 million yuan.

mingzhi technology: signed a casting production line project supply contract for a european company

mingzhi technology (688355) announced on the evening of september 10 that the company recently signed a casting production line project supply contract with a european company (hereinafter referred to as the "buyer"), with a contract value of approximately rmb 330 million. the project is a precision core assembly molding process technology solution determined in the technical document confirmation letter, and is a casting production line project supply contract for a european company.

philips: signed a 208 million yuan cabinet leasing contract

feilixin (300287) announced on the evening of september 10 that the company signed a "contract" with a certain enterprise for a certain operator's computing power project. the total contract amount is 208 million yuan and the cooperation period is 60 natural months. this business is deployed in the computer room of the subsidiary lishui cloud data center and will provide about 3500p computing power services. after the completion of this computing power deployment, the computer room of lishui cloud data center will provide 7500p computing power services. according to the company's strategic plan, the computing power service scale deployed in building 1 of lishui cloud data center in the future will reach about 10,000p.

shirong zhaoye: signed a strategic cooperation framework agreement with the doumen district investment promotion center of zhuhai city

shirong zhaoye (002016) announced on the evening of september 10 that the company and the investment promotion center of doumen district, zhuhai city, signed a "strategic cooperation framework agreement" in doumen district, zhuhai city in accordance with the principle of "complementary advantages and win-win development". the cooperation includes relying on the cooperation between shirong zhaoye and caolang village, jing'an town, to create a typical health and wellness agricultural tourism demonstration project of "hundreds of millions of projects", combining rural resource endowments, and promoting the integrated development of agricultural services. give full play to the governance experience and investment resources of listed companies, rely on shirong zhaoye's investment platform yuchai marine power co., ltd. and jiangxi fengyuan thermal energy co., ltd., and lay out the production of marine low-speed engines and thermal energy supply business.