A-Share Announcement Highlights | 7 consecutive boards Montnets Cloud Technology Group (002123.SZ) and other consecutive board stocks prompt trading risks.
13/02/2025
GMT Eight
Focus Today
1. Montnets Cloud Technology Group, which has been on a seven-day streak, announced that the core technology development and application of the DeepSeek system is not related to the company. The company's Tianhui Zhihui platform 2.0 integrates the capabilities of DeepSeek, mainly serving the company's rich media products such as 5G Yuanxin and 5G messages, providing rich media content generation, marketing creative generation, internal operations for customers, rich media content security audits, content data tagging, and improving R&D and operations efficiency. The company has no core technology development or application relationship with the DeepSeek system and has no business dealings with Hangzhou Deep Seeking Artificial Intelligence Basic Technology Research Co., Ltd.
2. China Telecom Corporation: 62.7% of the company's total share capital's lock-up period for restricted shares expired on February 20th and entered the market for trading. The restricted shares entering the market this time are the shares that the controlling shareholder of the company, Telecom Group, held before the company's initial public offering, totaling 57.38 billion shares, accounting for 62.7023% of the company's total share capital. The original lock-up period for these restricted shares was 36 months from the date of listing of the company's A shares on the Shanghai Stock Exchange. Due to the situation where the closing price of the company's stock was lower than the company's IPO price of RMB 4.53 per share for 20 consecutive trading days within 6 months after listing, the lock-up period of the shares held by the controlling shareholder Telecom Group was automatically extended by 6 months and will expire on February 20, 2025.
3. Hangzhou Iron & Steel, which has been on a seven-day streak, announced that its computing power business accounts for a very small proportion and does not involve the development of core computing power technology. The company's main business is the production and sale of steel and its rolled products, and there will be no changes in the company's main business in the short term. The operating model of the company's computing power business mainly involves the purchase of hardware equipment and related software, integration to provide leasing services to customers, without involving the development of core computing power technology. It is expected to account for 0.06% of the company's total operating income in 2024. The deployment of DeepSeek mentioned in media reports refers to the installation of DeepSeek software in the systems of partners under the above business model. The company has no core technology development or application relationship with the DeepSeek system and has no business dealings with Hangzhou Deep Seeking Artificial Intelligence Basic Technology Research Co., Ltd.
4. Zhejiang Tenchen Controls announced that its holding subsidiary Guangdong Tiancheng signed a strategic cooperation agreement with Guangdong Gaoyu, focusing on strategic cooperation in areas such as eVTOL. Both parties will carry out strategic cooperation in technology research and product mass production related to eVTOL components and materials based on their respective advantageous resources.
5. New East New Materials, which has been on a seven-day, five-day streak, announced that the revenue from its computing power business in 2024 will not exceed 10% of its total revenue from its main business. The company's main business includes traditional businesses such as ink and polyurethane adhesives. According to preliminary estimates by the company's finance department, the revenue from the computing power business in 2024 will not exceed 10% of the total revenue from the main business. The company's wholly-owned subsidiary, Dongfang Supercomputing (Shenzhen) Technology Co., Ltd., has launched the DeepSeek-R1-Distill model on its application store "AppMall," but the company has not signed a service cooperation agreement with DeepSeek and has no business cooperation with them. This matter has no substantial impact on the current main business of the company.
6. Qinyun Technology announced that shareholders Jiaxing Lanchi and Tianjin Lanchi jointly completed the reduction of 2% of the company's shares. The reduction range was between RMB 38.27 and RMB 91.8. Shareholder Hengqin Recruitment Certificate reduced its shareholding by 1%, with a reduction range of RMB 38.29 to RMB 58.87.
7. Senba Sensing Technology announced that the actual controller and chairman Shan Senlin have been removed from the lien. The company received a "Lien Release Notice" from the Zhaoling District Supervisory Committee of Luohe City on February 13, 2025, stating that the detention measure against the actual controller and chairman Shan Senlin has been lifted. The company's production and operation are currently normal, and Shan Senlin is able to perform his duties as chairman normally.
8. ABT Networks announced that some of its network security products have been integrated with the DeepSeek series of large models. Currently, the proportion of the revenue from related businesses in the company's total operating income is very small, with no substantial impact on the company's business operations.
9. Cubic Digital Technology, which has been on a two-day streak, announced that the company has not been involved and has not generated sales revenue from products/technologies within the scope of the DeepSeek hot concept. Cubic Digital Technology released a stock price surge announcement stating that as of now, the company has not been involved in or generated sales revenue from products/technologies within the hot concept scope mentioned by some investors on the Shenzhen Stock Exchange's "Interactive Easy" platform.10. Greatoo Intelligent Equipment Inc.: Limited Short-Term Impact of Siasun Robot & Automation Related Business Revenue on Company Performance
Greatoo Intelligent Equipment Inc. announced that media has listed the company as a "Siasun Robot & Automation concept" related stock, but as of the date of this announcement, the related business revenue has a limited impact on the company's short-term performance. Upon self-examination, the company found no violations of fair disclosure of information. The company disclosed the "2024 Performance Forecast" on January 27, 2025, and there is no need to revise the performance forecast. The data related to this performance forecast is a preliminary estimate by the company's financial department, and specific financial data will be based on the annual report disclosed by the company in 2024.
11. ZheJiang HongXin Technology: Receives Designation for Chery Automobile Project
ZheJiang HongXin Technology announced that the company has recently received a notification of designation for a project from Chery Automobile, confirming the company's undertaking of a project for the development of aluminum ring products, and requiring the company to sign agreements with its research and development, quality, and logistics departments. The supply time, price, and quantity of specific model products will be based on the supply agreement or sales order signed by both parties.
12. Shanghai Jiaoda Onlly: Shanghai Shijie's Tender Offer Period Expires, Company's Stock to be Suspended from Tomorrow
Shanghai Jiaoda Onlly announced that on January 13, 2025, the company disclosed the "Shanghai Jiaoda Onlly Co., Ltd. Tender Offer Report", in which Shanghai Shijie Design and Engineering Co., Ltd. made a partial tender offer to all shareholders of Shanghai Jiaoda Onlly who hold freely tradable shares other than Shanghai Shijie and its concerted actions. As of February 13, 2025, the tender offer period has expired, and the company's stock will be suspended from trading for one trading day on February 14, 2025 (Friday) to further confirm the results of the tender offer, and will resume trading on the day of the announcement of the tender offer results.
Operating Performance
1. Shaanxi Sirui Advanced Materials: Net Profit for 2024 is 117 million yuan, a year-on-year increase of 19.21%
Shaanxi Sirui Advanced Materials released its performance preannouncement, with the company achieving total operating income of 1.33 billion yuan in 2024, a year-on-year increase of 12.78%; net profit of 117 million yuan, a year-on-year increase of 19.21%; and basic earnings per share of 0.16 yuan. During the reporting period, the company actively explored the international market, continuously optimized its sales and product structures, and steadily increased its gross profit margin.
2. Kinco Automation (Shanghai) Co.,Ltd: Net Profit for 2024 is 49.32 million yuan, a year-on-year decrease of 18.73%
Kinco Automation (Shanghai) Co.,Ltd released its performance preannouncement, with the company achieving total operating income of 549 million yuan in 2024, a year-on-year increase of 8.45%; net profit of 49.32 million yuan, a year-on-year decrease of 18.73%; and basic earnings per share of 0.59 yuan. During the reporting period, the company expanded its research and development team, increased research and development expenses due to the development and application of new products; at the same time, it expanded its marketing team and increased marketing expenses, leading to a decrease in net profit.
3. New China Life Insurance: Original Insurance Premium Income for January is 39.449 billion yuan, a year-on-year increase of 32%
New China Life Insurance announced that the original insurance premium income for January 2025 was 39.449 billion yuan, a year-on-year increase of 32%. The company's various channel businesses have performed well, with high-quality talent continuing to grow, and the business scale significantly increasing.
4. Fujian Tianma Science And Technology Group: Approximately 902.15 Tons of Eels Harvested in January
Fujian Tianma Science And Technology Group announced that in January 2025, the company harvested approximately 902.15 tons of eels, with approximately 627.70 tons for export and approximately 274.45 tons for self-use. The specifications of the eels harvested this month are mainly between 1P and 3P, and the selling prices range from 52,000 yuan/ton to 77,000 yuan/ton.
Large Orders
Acter Technology Integration Group: Receives 326 million yuan order for clean room projects
Jiangsu Libert INC.: Wholly-owned subsidiary wins 226 million yuan project
Nanchang Mineral Systems: Signs a 149 million yuan product sales contract with a customer in Uzbekistan
This article is reprinted from "Tencent Self-selected Stocks", edited by GMTEight: Jiang Yuanhua.