Selected A-share announcement| Net profit is expected to increase by more than 110 times. The main products of Jiangsu Zhengdan Chemical Industry (300641.SZ) have seen simultaneous increase in volume and price.

date
13/01/2025
avatar
GMT Eight
9. Today's Focus 1. Guolian: The A-share securities abbreviation of the company is proposed to be changed to Guolian Minsheng Guolian announced that the Chinese name of the company is proposed to be changed to Guolian Minsheng Securities Co., Ltd., and the A-share securities abbreviation is proposed to be changed to Guolian Minsheng. 2. Jiangsu Zhengdan Chemical Industry: Net profit is expected to increase by 11039%-13064% in 2024 Jiangsu Zhengdan Chemical Industry released a performance forecast for 2024, expecting a net profit attributable to shareholders of the listed company of 1.1 billion to 1.3 billion yuan, an increase of 11039.13% to 13064.42% over the same period last year. The main reason is that the sales volume of the company's main products TMA and TOTM increased significantly compared to the previous year, the sales price rose significantly, and the unit cost remained stable. The business income and profit of the acid anhydride and ester business increased significantly year-on-year. 3. Anhui Bossco Environmental Protection Technology: Planning for a change of control of the company's equity, stock trading halt Anhui Bossco Environmental Protection Technology announced that the controlling shareholder, Ningguo Guokong, is planning a major event that may lead to a change in the controlling shareholder and actual controller of the company. In order to ensure fair disclosure of information, protect the interests of investors, avoid abnormal fluctuations in the company's stock price, the company's stock will be suspended from trading from the opening of the market on January 14th, with the suspension expected to last no longer than 2 trading days. After the completion of this transaction, the counterparty will obtain voting rights corresponding to up to 29.9% of the company's total share capital, and the counterparty belongs to the industry of chemical raw materials and chemical products manufacturing. Currently, the parties are discussing specific change plans. The completion and results of this transaction are still uncertain. 4. 8-day consecutive Shaanxi Meibang Pharmaceuticals Group: The stock has a very obvious "passing the drum" effect, with the possibility of a rapid decline at any time Shaanxi Meibang Pharmaceutical Group issued a statement on the severe abnormal fluctuations in stock trading, forecasting a continued decline in net profit attributable to shareholders of the listed company for 2024 compared to the same period last year. The current stock price increase does not match the company's operating conditions. The "one certificate, one product" policy has a relatively minor impact on the company. The company has always registered in compliance with national policies, and production and operations are currently normal with no major changes in its main business and external environment. In addition, the company's recent stock trading prices have fluctuated significantly, indicating overheated market sentiment and potential irrational speculation. The stock has a very obvious "passing the drum" effect, posing significant trading risks with the possibility of a rapid decline. Investors are advised to be aware of the risks in the secondary market, make rational decisions, invest cautiously, and avoid blindly following the trend. 5. Haitong: Chairman Zhou Jie resigns due to job transfer reasons Haitong announced that the Board of Directors received a written resignation report from Chairman Zhou Jie on January 13, 2025. Zhou Jie resigned from his positions as director, chairman, legal representative, and authorized representative of the Hong Kong Stock Exchange due to job transfer reasons, and also resigned from his position as Chairman of the Board's development strategy and ESG management committee. After his resignation, Zhou Jie will no longer hold any positions in the company. Zhou Jie joined the company in July 2016 and has been serving as Chairman of the Board since October 2016. During his tenure, he led the company in seizing opportunities to serve national strategies and the main line of the real economy, actively integrating into the new development pattern, and promoting the cultivation of new productive forces. He also led the company in seizing the opportunities of capital market reforms, raising a total of 20 billion yuan through the non-public issuance of A-shares. The Board of Directors thanked Zhou Jie for his contributions to the company's development and will continue to advance the merger with Guotai Junan. 6. Shenzhen Ampron Technology: The revenue proportion related to force sensor products applied in the general Siasun Robot&Automation and collaborative Siasun Robot&Automation fields is extremely low Shenzhen Ampron Technology issued a statement on the severe abnormal fluctuations in stock trading, stating that the revenue proportion related to force sensor products applied in the general Siasun Robot&Automation and collaborative Siasun Robot&Automation fields is extremely low compared to the company's main business income, with minimal impact on the company's performance. 7. Hygon Information Technology: Expected net profit of 18.1 billion to 20.1 billion yuan in 2024, a year-on-year increase of 43%-59% Hygon Information Technology announced that it is expected to achieve operating income of 8.72 billion to 9.53 billion yuan in 2024, a year-on-year increase of 45.04% to 58.52%. It is estimated to achieve a net profit attributable to the owners of the parent company of 1.81 billion to 2.01 billion yuan, a year-on-year increase of 43.29% to 59.12%. It is estimated to achieve a net profit attributable to the owners of the parent company after deducting non-recurring gains and losses of 1.71 billion to 1.88 billion yuan, a year-on-year increase of 50.48% to 65.44%. Research and development investment is expected to reach 3.23 billion to 3.66 billion yuan, a year-on-year increase of 14.96% to 30.26%. The company's CPU products are expanding into new application areas and increasing market share, while the DCU products are rapidly developing and gaining wider market recognition. 8. Foshan Haitian Flavouring and Food: Has submitted an application for an H-share IPO to the Hong Kong Stock Exchange and published application documents.Auditing and Food Announcement, the company has submitted an application to the Hong Kong Stock Exchange on January 13, 2025 to issue H shares and list on the main board of the Hong Kong Stock Exchange (hereinafter referred to as "this issuance"), and the application materials for this issuance have been published on the Hong Kong Stock Exchange website on the same day. The application materials were prepared and published by the Company in accordance with the requirements of the Hong Kong Securities and Futures Commission (hereinafter referred to as the "Hong Kong SFC") and the Hong Kong Stock Exchange, and are draft versions. The information contained in the materials may be updated and revised from time to time, and investors should not make any investment decisions based on the information included in them.9. Shanghai Laiyifen: Currently, sales through the WeChat channel account for less than 1% of the company's revenue. Shanghai Laiyifen has issued a stock trading risk disclosure announcement, stating that as of the disclosure date, the market has a high level of interest in sales through the WeChat channel. Currently, sales through the WeChat channel account for less than 1% of the company's revenue, and there is a great deal of uncertainty in the growth trend of this channel in the future. The company's products, main business, and business model have not undergone significant changes. Compared to the past, there has been a significant increase in trading volume for the company's stock, and the stock price has fluctuated significantly recently, with a considerable risk of a large decline in the company's stock price in the future. 10. Soho Holly Corporation: Panda Smart Stuffed Toys have AI modules inserted in stuffed toys, but the company is not involved in AI-related business. Soho Holly Corporation has issued a stock trading risk disclosure announcement, stating that the market has shown a high level of interest in the Panda Smart Stuffed Toys recently launched by its holding subsidiary, Jiangsu Hongye Yongheng Import and Export Co., Ltd. The product has AI modules inserted in stuffed toys to enable them to communicate with users, but the company is not involved in AI-related business. The product has not been launched for sale yet, so its future revenue is uncertain. Business Performance 1. Zhejiang Songyuan Automotive Safety Systems: Expected to increase net profit by 40.05%-54.71% in 2024 Zhejiang Songyuan Automotive Safety Systems has issued a performance forecast for 2024, expecting a net profit attributable to the company's shareholders of 277 million to 306 million yuan, a year-on-year increase of 40.05%-54.71%. After deducting non-recurring gains and losses, the net profit is expected to be 266.3 million to 295.3 million yuan, a year-on-year increase of 38.73%-53.84%. Earnings per share are expected to be 1.23 yuan to 1.35 yuan. (Translated text truncated due to character limit)Winning bid: 1.95 billion yuan sanitation project.China Energy Engineering Corporation: won the bid for the Yumen Hengshan Power Plant project with a contract value of 6.255 billion yuan. Lanzhou LS Heavy Equipment Co.: won the bid for a project with a contract value of 1.37 billion yuan. OMH SCIENCE Group: signed an overseas contract worth 1.7 billion yuan. This article is reprinted from "Tencent Stock Selection", edited by GMTEight: Liu Xuan.

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