Selected A-share announcements | "Zhuma" turns loss into profit, expecting a net profit of 17 billion to 18 billion last year.

Today's Focus 1. Muyuan Foods: It is expected that the net profit attributable to the parent company in 2024 will be between 17 billion and 18 billion yuan, turning losses into profits year-on-year. Muyuan Foods announced that it is expected that the net profit attributable to the parent company in 2024 will be between 17 billion and 18 billion yuan, compared to a loss of 4.263 billion yuan in the same period last year. The company's operating performance in 2024 achieved a profit turnaround, mainly due to the increase in the number of pigs slaughtered and the average selling price of pigs compared to the same period last year, as well as the decrease in pig farming costs compared to the same period last year. 2. Guangdong Shunna Electric, which has been trading at the limit for 9 consecutive days: There is a significant difference in the company's latest P/E ratio, P/B ratio, and the industry average. Guangdong Shunna Electric issued a notice on the serious abnormal fluctuations in stock trading. As of January 7, 2025, the company's latest static P/E ratio was 79.95 times, the latest rolling P/E ratio was 58.86 times, and the latest P/B ratio was 6.08 times. The company belongs to the electrical machinery and equipment manufacturing industry (C38). According to data released by China Securities Index Co., Ltd. on January 7, the latest static P/E ratio of this industry was 18.13 times, the latest rolling P/E ratio was 20.04 times, and the latest P/B ratio was 2.52 times. There is a significant difference between the company's latest P/E ratio, P/B ratio, and the industry average. Investors are advised to invest rationally and pay attention to risks. 3. Zhuhai Enpower Electric: Establishing a joint venture company with EHang Intelligent for eVTOL. Zhuhai Enpower Electric announced that the company plans to establish a joint venture company with EHang Intelligent, with an investment of 10 million yuan, of which Zhuhai Enpower Electric will contribute 6 million yuan, holding 60%, and EHang Intelligent will contribute 4 million yuan, holding 40%. The joint venture company will engage in in-depth cooperation in the production and manufacturing of eVTOL products and the upstream component industry chain, responsible for the production of various processes and components of EHang Intelligent's eVTOL before final assembly, as well as the process optimization and technological transformation of EHang Intelligent's Yunfu factory and other production bases. This external investment is beneficial for the implementation of the company's development strategy and further enhancing the company's overall competitiveness. 4. Aima Technology Group: The actual controller, Chairman and General Manager Zhang Jian has been released from custody. Aima Technology Group announced that on January 8, 2025, the company received a "Release from Custody Notice" issued by the Chengde Municipal Supervisory Commission, deciding to lift the custody measures against the company's actual controller, Chairman, and General Manager Zhang Jian. At present, the company's production and operation are normal, and Zhang Jian is able to fulfill the responsibilities of the company's legal representative, Chairman, and General Manager. 5. Shaanxi Meibang Pharmaceutical Group, which has been trading limit up for 5 consecutive days: The "One Document, One Product" policy has minimal impact on the company. Shaanxi Meibang Pharmaceutical Group issued a stock trading risk warning announcement, stating that the "One Document, One Product" policy has minimal impact on the company. The company has always registered in compliance with national policies. The company's main business is the research, development, production, and sale of pesticide products, as well as agricultural technology promotion and services. Currently, production and operation are normal, with no significant changes in the main business, and no significant changes in the external environment. As of now, the company's controlling shareholder, actual controller, and concerted action holds a total of 93.4 million shares of the company, accounting for 69.08% of the total share capital of the company. The remaining shares are circulating in the secondary market with a small float, posing a risk of irrational speculation. 6. Jiangsu Seagull Cooling Tower, which has been trading limit up for 3 consecutive days: The company itself does not engage in nuclear power and data center general contracting projects. Jiangsu Seagull Cooling Tower issued a stock trading risk warning announcement, stating that the company's main business has not changed. On December 22, 2023, it acquired 60% of the equity of Suzhou Green Hydrogen Technology Co., Ltd. The hydrogen equipment-related business income of the holding subsidiary Suzhou Green Hydrogen Technology Co., Ltd. in 2024 accounted for approximately 2.5% of the company's operating income, which is relatively small and does not have a significant impact on the company's performance. Recently, the company has noticed rumors related to the hot concepts of nuclear power and data center involving some companies. The company mainly engages in the research, development, manufacturing, and installation of various cooling towers, and provides technical services related to industrial and civil cooling towers based on its own product and technological advantages. The company's downstream customers include petrochemical, metallurgical, thermal power, nuclear power, and data center industries, among which nuclear power and data center belong to the company's emerging businesses, with a current revenue share of less than 1%. The company itself does not engage in the general contracting of nuclear power and data center projects, and there is uncertainty in the future of related business. 7. Shenzhen Hopewind Electric, which has been trading limit up for 3 consecutive days: The company currently has no data center business-related orders and is not involved in the data center hotspots. Shenzhen Hopewind Electric issued a stock trading risk warning announcement, stating that the company's stock price has experienced significant short-term increases, but the company's fundamentals have not changed significantly. The main products have not changed, covering wind power products, photovoltaic power products, energy storage products, electrical drive products, hydrogen production power products, energy quality products, etc. The company has noted market rumors suggesting that the company is involved in the data center concept, but currently, the company has no data center business-related orders and is not involved in the data center hotspots. The company solemnly reminds investors to fully understand the risks of secondary market transactions, make rational decisions, and invest prudently. 8. Dongguan Eontec: The company has expanded its investment scale in the liquid metal project to 500 million yuan. Dongguan Eontec announced that on January 8, 2025, it held the fourteenth meeting of the fifth board of directors and passed the "Proposal on the Company's Expansion of Investment Scale in the Liquid Metal Project," agreeing to use self-raised funds.The investment scale of the liquid metal project is expanded to 120 million yuan, with the total investment increasing to 500 million yuan. The company has conducted detailed planning for land arrangement and factory layout of the liquid metal project based on actual operating conditions and future development strategies. With the expansion of this investment scale, the company will continue to build an industrial technology and application highland for leading liquid metal and light alloy precision die-casting businesses, enhancing the company's market competitiveness and sustainable development capabilities.9. Shenzhen Woer Heat-shrinkable Material: The company's high-speed communication line orders are saturated, and the 224G high-speed communication line products are currently being delivered in batches. In a specific target survey, Shenzhen Woer Heat-shrinkable Material stated that the company's performance growth in 2024 is mainly due to the increase in operating income, increase in gross profit level, and decrease in period expenses. The operating income of the company's electronic products, power products, wire products, and new energy vehicle-related products all achieved varying degrees of growth. The company will maintain the overall gross profit margin at a reasonable and healthy level through measures such as technological innovation, optimizing product structure, strict budget management, and continuous cost reduction and efficiency enhancement. In addition, the company's high-speed communication line orders are saturated, and the 224G high-speed communication line products are currently being delivered in batches. The company will continue to closely monitor market changes and maintain close contact with customers. In the future, the company will continue to focus on the research and development of high-speed communication line products and maintain innovation and vitality in organization and talent. Currently, the company's asset structure is good, operating cash flow is stable, and there is no plan for further financing. If there are any related arrangements, the company will fulfill its disclosure obligations in a timely manner according to relevant regulations. Operating Situation: - China Coal Xinji Energy: Net profit in 2024 is 2.371 billion yuan, a year-on-year increase of 12.39%. - Forehope Electronic: Expected profit in 2024 is 55 million to 75 million yuan, turning losses from the previous year. - Anhui Jianghuai Automobile Group Corp.,Ltd.: Car sales in 2024 are 403,100 units, a year-on-year decrease of 7.42%. - Hunan Xiangjia Animal Husbandry: Livestock sales revenue in 2024 is 979 million yuan, a year-on-year decrease of 0.38%. - Tecon Biology Co.Ltd: Pig sales revenue in 2024 is 5.091 billion yuan, a year-on-year increase of 13.61%. - Tangrenshen Group: Pig sales revenue in 2024 is 7.851 billion yuan, a year-on-year increase of 33.16%. Increased Holding: - Qingdao Haier Biomedical Co., Ltd.: Controlling shareholder one intends to increase holdings by 100 million to 200 million yuan. - Suzhou Shihua New Material Technology Co., Ltd.: Controlling shareholder intends to increase holdings by 60 million to 100 million yuan. - China International Marine Containers: Cumulatively increased holdings in subsidiary CIMC ENRIC by approximately 2.47%. Buyback: - Zhejiang Jingxin Pharmaceutical: Plans to repurchase company shares by 200 million to 400 million yuan. - Colorlight Cloud Tech: Plans to repurchase company shares by 50 million to 100 million yuan. Large Orders: - Neway Valve: Plans to invest not less than 500 million yuan in the second phase expansion project of Neway Fluid. - Zhejiang Dafeng Industry: Awarded two projects with a total amount of 3.26 billion yuan. - Hongrun Construction Group: Awarded a 3.64 billion yuan Shanghai rail transit project.