Selected announcement of A-shares | Multiple companies perform well in their business results, including industry giants like ChinaLin (002945.SZ)

Focus today 1. ChinaLin: Net profit is expected to increase by 973%-1289% in 2024 ChinaLin announced that it expects the net profit attributable to the shareholders of the company in 2024 to be between 340 million and 440 million yuan, an increase of 973.03% to 1288.62% compared to the same period last year. The company continues to advance its technology finance transformation strategy, with a significant increase in online wealth management business income and a substantial increase in revenue from self-operated investment business. In addition, the company's provision for the Hongbo Trust Benefit Rights Asset Support Special Plan arbitration matter in 2023 resulted in an estimated liability of approximately 228 million yuan, leading to a significant decrease in related non-operating expenses in 2024. These factors combined are expected to lead to significant year-on-year increases in net profit and net profit after deducting non-recurring gains and losses. 2. Hangzhou Silan Microelectronics: Net profit is expected to be 150 million to 190 million yuan in 2024, turning losses into profits year-on-year Hangzhou Silan Microelectronics announced that it expects to achieve a net profit attributable to the owners of the parent company of 150 million to 190 million yuan in 2024, turning losses into profits compared to the same period last year. During the reporting period, the company continued to introduce competitive products, increase expansion efforts in high-threshold markets such as large household appliances, communications, industrial, new energy, and automotive, and accelerate the pace of product structure adjustment. At the same time, the chip production lines of the company's subsidiaries and important equity investees are operating at full capacity, with funds allocated for technological upgrades to increase production capacity. In addition, the company is speeding up the construction of an 8-inch SiC power device chip manufacturing production line, with a first-phase investment scale of 7 billion yuan. The company expects the overall gross margin level of its products to further improve in 2025. 3. Shijiazhuang ChangShan BeiMing Technology: Expected loss of 580 million to 700 million yuan in 2024 Shijiazhuang ChangShan BeiMing Technology released its performance forecast for 2024, expecting a net loss of 580 million to 700 million yuan attributable to the shareholders of the listed company in 2024. The main reasons include a decline in the gross profit margin of the software business, an increase in losses due to asset replacement, non-recognition of government subsidies in the previous period, an increase in estimated asset impairment, and a decrease in non-recurring gains and losses. 4. Ningxia Qinglong Pipes Industry Group: Net profit is expected to increase by 664%-986% in 2024 compared to the previous year Ningxia Qinglong Pipes Industry Group announced that the net profit attributable to the shareholders of the listed company in 2024 is expected to be a profit of 190 million to 270 million yuan, an increase of 663.92% to 985.58% compared to the same period last year. The main reasons are the overall increase in demand for products in the industry in which the company operates, active market expansion efforts leading to an increase in product sales; the completion and entry into production phase of the new plant area, large projects entering the centralized supply stage, resulting in a significant increase in operating income; at the same time, the company has strengthened accounts receivable management, reducing credit impairment losses. 5. Shenzhen King Explorer Science And Technology Corporation: Stock price has risen sharply in the short term over 10 consecutive trading days, there may be a risk of a decline after a significant increase Shenzhen King Explorer Science And Technology Corporation announced significant abnormal fluctuations in stock trading, with the company's stock closing prices accumulating a deviation value of over 100% over 10 consecutive trading days from January 9, 2025 to January 22, 2025, indicating a serious abnormal fluctuation in stock trading. The company's main business has not undergone significant changes, and the fundamentals have not changed significantly, and there is no significant information that should have been disclosed but was not disclosed. The company's stock price has risen sharply in the short term, and there may be a risk of a decline after a significant increase. The company reminds investors to pay attention to the risks of secondary market trading, make decisions prudently, and invest rationally. 6. Zhejiang Fulai New Material: The company's flexible sensor project has not generated any income or profit so far Zhejiang Fulai New Material released a stock trading risk advisory announcement, noting the recent high market attention to the company's flexible sensors. The company is currently setting up a trial production line for flexible sensors, and there is a certain degree of variability and uncertainty in the subsequent research and orders. As of now, the company's flexible sensor project has not generated any income or profit, and will not have any impact on the company's performance. 7. China Northern Rare Earth: Expected net profit to decrease by 54.41% to 59.90% in 2024 China Northern Rare Earth announced that based on preliminary calculations by the finance department, it is expected to achieve a net profit attributable to the owners of the parent company of 950 million to 1.08 billion yuan in 2024, a decrease of 1.29 billion to 1.42 billion yuan compared to the same period last year, a year-on-year decrease of 54.41% to 59.90%. It is expected to achieve a net profit attributable to the owners of the parent company of 820 million to 950 million yuan in 2024 after deducting non-recurring gains and losses, a decrease of 1.37 billion to 1.5 billion yuan compared to the same period last year, a year-on-year decrease of 59.10% to 64.71%. The performance forecast data for this time is only preliminary accounting data, and specific accurate financial data will be based on the company's audited 2024 annual report officially disclosed. 8. Doushen(Beijing) Education & Technology Inc.: Net profit is expected to increase by 359%486% in 2024 compared to the previous year.Je suis dsol, je ne parle pas franais.Doushen (Beijing) Education & Technology Inc. released its 2024 annual performance forecast, expecting a net profit attributable to shareholders of the listed company of 145 million to 185 million yuan, an increase of 358.93% to 485.54% compared to the same period last year. At the end of 2023, the company completed bankruptcy reorganization, and during this reporting period, the company achieved comprehensive optimization in governance structure, asset-liability structure, development strategy, and core business in all directions. China Pacific Insurance: Net profit is expected to increase by about 55%-70% in 2024 China Pacific Insurance expects the net profit attributable to the parent company's shareholders in 2024 to be approximately 42.2 billion yuan to 46.3 billion yuan, an increase of about 55% to 70%. The net profit, excluding non-recurring gains and losses, is estimated to be about 42.1 billion yuan to 46.1 billion yuan, an increase of about 55% to 70%. The performance increase is mainly due to the continued solid foundation of the insurance business value and a significant increase in investment income year-on-year. The specific and accurate financial data shall be subject to the formal audited 2024 annual report disclosed by the company. Chengtun Mining Group: Expected to achieve a net profit of 1.85 billion to 2.15 billion yuan in 2024, a year-on-year growth of 599% to 712% Chengtun Mining Group released its 2024 annual performance forecast, expecting a net profit of 1.85 billion to 2.15 billion yuan, a year-on-year growth of 598.92% to 712.26%. During the reporting period, the copper mining and smelting sector saw a substantial increase in production, and the copper price in 2024 continued to maintain a high level. CNOOC Limited: The total capital expenditure budget for 2025 is 125 billion to 135 billion yuan, and the dividend payout ratio from 2025 to 2027 is not less than 45% CNOOC Limited announced the company's operating strategy and development plan overview for 2025. In 2025, the company's net production target (including the equity-accounted investees owned by the company) is 760-780 million barrels of oil equivalent, with China accounting for approximately 69% and overseas approximately 31%. In 2026 and 2027, the company's net production targets are 780-800 million barrels of oil equivalent and 810-830 million barrels of oil equivalent, respectively. The company's net production in 2024 is expected to reach approximately 720 million barrels of oil equivalent. In 2025, the company's total capital expenditure budget is 125-135 billion yuan, maintaining stability. Among them, the exploration, development, and production capitalized expenditures are expected to account for approximately 16%, 61%, and 20% of the total capital expenditure budget, respectively. The company's capital expenditure in 2024 is expected to reach approximately 132 billion yuan, meeting the annual target. From 2025 to 2027, the company's dividend payout ratio for the full year is not less than 45%. Chengdu Lihang Technology: Expected to have a net loss for the full year of 2024, may be subject to delisting risk warning Chengdu Lihang Technology expects to achieve a net profit attributable to the owners of the parent company of -94 million to -68 million yuan for the full year of 2024, with a net profit of -98 million to -72 million yuan after deducting non-recurring gains and losses. It is forecasted to achieve operating income of 273 million to 293 million yuan, with operating income after deducting non-core business income and income without commercial substance less than 300 million yuan. The company's stock may be subject to delisting risk warning. During the reporting period, the company's main business was affected by industry market environment factors, with some business product prices decreasing, leading to a lower gross profit margin and reduced profitability. The above forecast data is unaudited, and specific and accurate financial data shall be subject to the formal audited 2024 annual report disclosed by the company. Air China Cargo: Expected net profit in 2024 is 1.8 billion to 1.99 billion yuan, a year-on-year growth of 56%-73% Air China Cargo released its 2024 annual performance forecast, expecting a net profit attributable to shareholders of the listed company of 1.8 billion to 1.99 billion yuan, an increase of 56% to 73% compared to the same period last year. The main reasons for the performance growth are the gradual return to normal operations in the air cargo industry, the gradual stabilization of the global supply chain system, and the strong demand for air cargo from cross-border e-commerce. At the same time, the company has improved its performance through actively introducing aircraft, strengthening production organization, optimizing market layout, and other measures. Montage Technology: Expected net profit to increase by 206%-219% in 2024 Montage Technology announced that it expects to achieve a net profit attributable to the owners of the parent company of 1.378 billion to 1.438 billion yuan in 2024, an increase of 205.62% to 218.93% year-on-year. The main reasons for the performance growth include the recovery of demand in the global server and computer industry, the growth in demand for memory interface and module supporting chips, an increase in the shipment volume of DDR5 memory interface chips, and the beginning of mass shipment of three high-performance power chip new products driven by the AI industry trend. It is expected that sales revenue of interconnect chips, net profit attributable to the owners of the parent company, and net profit attributable to the owners of the parent company after deducting non-recurring gains and losses will all reach a historical high for the company. Jiangsu Huifeng Bio Agriculture: Expected net loss of 150 million to 180 million yuan in 2024, company stock may be subject to delisting risk warning Jiangsu Huifeng Bio Agriculture announced that it expects to incur a net loss of 150 million to 180 million yuan in 2024, compared to a net loss of 467 million yuan in the same period last year. Operating income is expected to be 280 million to 360 million yuan. The company expects a negative net profit attributable to the parent company.The main reason for the company's transformation and development stage is that the operating results have not met expectations; the fair value change losses of financial assets held by the company; the performance of the important joint venture, Andewmai Huifeng (Jiangsu) Co., Ltd., is still experiencing significant losses. According to the preliminary estimates of the company's financial department, it is expected that the audited net profit for the year 2024 will be negative and there is a possibility that the operating income will be less than 300 million yuan. According to regulations, if the audited net profit for the most recent accounting year is negative and the operating income is below 300 million yuan after the disclosure of the annual report for the year 2024, the company's stock trading may be subject to delisting risk warning (the stock abbreviation with the prefix "*ST"). To fully alert to the above risks, the company will disclose risk warning announcements at least two more times before the disclosure of the annual report for the year 2024.60%79%Increase by 59.97% to 78.91%. The performance growth is mainly due to the increase in product shipment volume and shipment amount of the three core businesses of broadband access, wireless access, and high-speed optical modules.CMOC Group Limited: Expected net profit of 12.8 billion to 14.2 billion yuan in 2024, an increase of 55% to 72% year-on-year. CMOC Group Limited announced that it expects to achieve a net profit of 12.8 billion to 14.2 billion yuan in 2024, an increase of 55.15% to 72.12% year-on-year. It is expected to achieve a non-net profit of 12.4 billion to 13.8 billion yuan, an increase of 98.94% to 121.40% year-on-year. The main reasons for the significant year-on-year increase in performance are the substantial increase in copper and cobalt production and sales, coupled with a year-on-year increase in copper prices, cost reduction, and efficiency improvement measures. Foxconn Industrial Internet: Repurchased 9.3233 million shares at a cost of 200 million yuan. Foxconn Industrial Internet announced that the company repurchased a total of 9.3233 million shares through the Shanghai Stock Exchange trading system using centralized bidding trading method, accounting for 0.05% of the total share capital of the company. The highest repurchase price was 22.74 yuan per share, and the lowest repurchase price was 19.50 yuan per share, with a total amount of 200 million yuan. Shanghai Geoharbour Construction Group Co., Ltd.: Subsidiary won the bid for the ground treatment project of Island B in Dubai, with a contract amount of approximately 140 million yuan. Shanghai Geoharbour Construction Group Co., Ltd. announced that its subsidiary Dubai Harbor recently received a bid notification from Dubai Islands L.L.C, confirming that Dubai Harbor won the bid for the ground treatment project of Island B in Dubai. The total contract amount is 69.9751 million UAE Dirhams, approximately 140 million yuan. Bestechnic (Shanghai) Co., Ltd.: Expected net profit to increase by 264% to 280% in 2024. Bestechnic (Shanghai) Co., Ltd. announced that it is expected to achieve a net profit attributable to the parent company of 4.5 billion to 4.7 billion yuan in 2024, an increase of 264% to 280.18% year-on-year. The company achieved record high annual revenue and net profit since its establishment. The main reason is the rapid growth of the wearable market, and the company timely launched smart wearable chips, increasing market share. Quectel Wireless Solutions: Expected net profit of 540 million yuan in 2024, an increase of approximately 495% year-on-year. Quectel Wireless Solutions announced that it is expected to achieve a net profit attributable to the parent company of about 540 million yuan in 2024, an increase of approximately 4.49 billion yuan compared to the same period last year, a year-on-year increase of approximately 495.33%. The company has always insisted on technological innovation, actively leading the industry development direction, and has achieved good growth in the communication module business and intelligent solutions field. Shanghai Yct Electronics Group: Expected profit of 130 million to 145 million yuan in 2024, a year-on-year increase of 144% to 172%. Shanghai Yct Electronics Group announced that it expects to achieve a net profit attributable to the shareholders of the listed company of 130 million to 145 million yuan in 2024, an increase of 144.07% to 172.24% compared to the same period last year. During the reporting period, the company completed the major asset restructuring project of WILLAS-ARRAY Electronics (Group) Co., Ltd. on September 4, 2024, and WILLAS-ARRAY has been included in the company's consolidated financial statements. By introducing new product lines, expanding the incremental market of intelligent driving for automobiles, the company has achieved continuous growth in sales and significantly improved profitability. At the same time, the company actively responded to national policies, opened up new growth curves, and laid out applications in areas such as AI servers and optical communication modules. The optical communication module business has achieved large-scale shipments, contributing incremental revenue to the company. Gospell Digital Technology: The company's stock trading may be subject to delisting risk warning. Gospell Digital Technology announced that based on preliminary estimates by the finance department, the company is expected to have a negative net profit for the year 2024 and the operating income after deduction is less than 300 million yuan. According to the relevant provisions of the "Shenzhen Stock Exchange Stock Listing Rules", the company's stock trading may be subject to delisting risk warning (the stock abbreviation is prefixed with "*ST") after the disclosure of the 2024 annual report. The company will issue at least two more risk warning announcements before disclosing the 2024 annual report. As of the date of this announcement, the audit of the 2024 annual report is still in progress, and the final financial data is subject to the 2024 annual report disclosed by the company after audit. Increase Holdings Hubei Xingfa Chemicals Group: Shareholder Zhejiang Golden Sails intends to increase its holdings of company shares by 220 million to 440 million yuan. Lingyuan Iron & Steel: Controlling shareholder to increase holding of 504,100 shares of the company. Repurchase Allmed Medical Products: Plans to repurchase company shares for 50 million to 100 million yuan. Shanghai Fosun Pharmaceutical: Plans to repurchase company shares for 300 million to 600 million yuan. Significant Orders Beijing Creative Distribution Automation: Expected to win a 486 million yuan project from the Southern Power Grid. Ningbo Sanxing Medical Electric: Controlling subsidiary expected to win a 314 million yuan project from the Southern Power Grid."Je suis dsol, je ne parle pas franais." "I am sorry, I do not speak French."Infore Environment Technology Group: Subsidiaries won a total of 262 million yuan project bids Jiangsu Yangdian Science & Technology: Expected to win the bid for a Southern Power Grid project worth 78.6213 million yuan Jiangsu Hengshang Energy Conservation Technology: Signed a curtain wall engineering contract worth 35.3068 million yuan Sinomag Technology: Won a bid for a high-end molded inductor product project worth around 23 million yuan JinGuan Electric: Expected to win a bid for a Southern Power Grid project worth 22.2521 million yuan This article is reprinted from "Tencent Stock Selection" and edited by GMTEight: Li Fo.