Selected A-share announcement | Guangdong Dongfang Precision Science & Technology (002611.SZ) and Lujia Siasun Robot&Automation have reached a strategic cooperation agreement.

Focus Today 1. Guangdong Dongfang Precision Science & Technology: Signs a strategic cooperation agreement with Leju (Shenzhen) Siasun Robot & Automation Guangdong Dongfang Precision Science & Technology announced that the company has signed a "Strategic Cooperation Agreement" with Leju (Shenzhen) Siasun Robot & Automation Technology Co., Ltd., focusing on the intelligent Siasun Robot & Automation direction. The two parties will carry out strategic cooperation in production, manufacturing, scene expansion, and business promotion. According to the technical standards and production capacity requirements of Leju Siasun Robot & Automation, Guangdong Dongfang Precision Science & Technology will timely and qualitatively produce corresponding humanoid Siasun Robot & Automation products for Leju Siasun Robot & Automation, and complete the subsequent related debugging, deployment, and after-sales service. Leju Siasun Robot & Automation will provide service solutions, while Guangdong Dongfang Precision Science & Technology will leverage its advantages in the intelligent manufacturing industry to jointly conduct humanoid Siasun Robot & Automation skills training and application exploration. Guangdong Dongfang Precision Science & Technology will use its social and industry resource advantages to assist Leju Siasun Robot & Automation in promoting Siasun Robot & Automation products in the fields of industrial smart manufacturing, commercial services, scientific research, education, and home services, jointly exploring the market. 2. China Energy Engineering: New contract amount for January-June is 686.699 billion yuan, a year-on-year increase of 5.83% China Energy Engineering announced that the total new contract amount for January to June 2025 was 686.699 billion yuan, an increase of 5.83% year-on-year. Among them, the new contract amount for energy and power business was 431.388 billion yuan, an increase of 12.27% year-on-year; the new contract amount for water resources and environmental business was 77.321 billion yuan, a decrease of 14.05% year-on-year; the new contract amount for urban construction and infrastructure business was 143.277 billion yuan, a decrease of 1.65% year-on-year. In addition, the new contract amount in China was 545.035 billion yuan, a year-on-year increase of 3.16%; the new contract amount overseas was 141.665 billion yuan, a year-on-year increase of 17.50%. 3. Sichuan Em Technology: Chairman plans to reduce shareholding by no more than 0.43% of the company's shares Sichuan Em Technology announced that Chairman Tang Anbin holds 15.319 million shares of the company, accounting for 1.71% of the current total share capital. Due to personal financial needs, Tang Anbin plans to reduce his shareholding in the company by no more than 3.83 million shares, accounting for 0.43% of the current total share capital, through centralized bidding trading method starting from August 13 for a period of three months. 4. Jiangxi Special Electric Motor: Controlling shareholder plans control change matters, stock trading suspended Jiangxi Special Electric Motor announced that the company has received a notice from the actual controller Zhu Jun and Lu Shunmin, stating that they are planning matters related to the change of control in the company, which may lead to a change in the actual controller of the company. The company's stock has been suspended from trading since the morning of July 22, 2025, and the suspension is expected to last for no more than 2 trading days. 5. Wuhan Guide Infrared: Signs 685 million yuan contract for complete equipment system overall foreign trade product domestic procurement and purchase contract for a model of optical system Wuhan Guide Infrared announced that it has recently signed contracts for a complete equipment system overall foreign trade product domestic procurement and a purchase contract for a model of optical system with a certain J trading company and a customer. The total contract amount is 685 million yuan, accounting for 25.59% of the company's audited operating income for 2024. This is another large batch order obtained by the company in the overseas market after the previous complete equipment system total model project achieved mass order overseas. The signing of the contract will have a positive impact on the company's future business performance. 6. Sino Medical Sciences Technology Inc.: New drug eluting stent system receives conditional approval from the US FDA Sino Medical Sciences Technology Inc. announced that the company submitted a registration application for a new drug eluting stent system to the US FDA in December 2021. Recently, the company received a notification from the FDA that the product has received conditional approval. The FDA will issue the formal approval after the company completes the relevant improvements as required. This product is the first domestically developed original product approved by the FDA before applying for marketing in the United States. It has a global patent layout and has been undergoing clinical research in China, the United States, Japan, Europe, and other countries and regions. The product is based on Sino Medical Sciences Technology Inc.'s internationally pioneering theory of "arterial vascular wound healing time window" and is a new type of coronary drug eluting stent product. The aim is to enhance patient wound healing speed, accelerate endothelial functional recovery, and reduce the incidence of adverse events caused by traditional drug-coated stents. The company must complete the required improvements by the FDA before obtaining the formal approval and commencing production under FDA standards and officially launching the commercial sales of the product in the United States, with the specific time frame to be determined. 7. Bestore Co., Ltd.: Guangzhou Light Industry sues the company's controlling shareholder, demands to continue selling the company's 79.76 million shares at 12.42 yuan per share Bestore Co., Ltd. announced that it recently learned that the Guangzhou Intermediate People's Court has accepted a case filed by the plaintiff Guangzhou Light Industry against the defendant Ningbo Hanyi and the third party Bestore Co., Ltd. related to a stock transfer dispute, with an amount involved of 996 million yuan. The plaintiff requested the defendant to continue to fulfill the "Agreement" and "Share Transfer Agreement with Effective Conditions" signed in May 2025, and transfer the 79.76 million shares of Bestore towards the plaintiff at a price of 12.42 yuan per share. The defendant is required to complete the equity transfer procedures within the agreed time or within a reasonable period after being urged by the plaintiff. The case has not yet been brought to trial, and the final outcome is currently uncertain, which may pose a risk of uncertain transfer of control between Ningbo Hanyi and Wuhan Changjiang International Trade Group Co., Ltd. 8. Guangdong Fuxin Technology: MicroTEC products for 400G/800G high-speed rate optical modules pass product verification and achieve mass supply for a leading enterprise in the communication field Guangdong Fuxin Technology announced that the MicroTEC products for 400G/800G high-speed rate optical modules developed by its subsidiary Guangdong Fuxin Thermoelectric Device Technology Co., Ltd. have passed product verification for a leading enterprise in the communication field and have achieved mass supply. The MicroTEC products for 400G/800G high-speed rate optical modules are now in mass supply, but they account for a small proportion of the company's overall revenue. It is expected that the sales revenue generated this year will not exceed 2% of the company's overall revenue in 2024. 9. Jiangsu Yanghe Distillery: Elects Gu Yu as the Chairman of the company Jiangsu Yanghe Distillery announced that the 11th meeting of the 8th Board of Directors of the company was held on July 21, 2025. At the meeting, Gu Yu was elected as the Chairman of the 8th Board of Directors, with a term consistent with the term of the current Board of Directors. Gu Yu was also elected as the Chairman of the Strategic Committee and a member of the Nomination Committee of the 8th Board of Directors. 10. JiangSu WuZhong Pharmaceutical Development: Imeik Technology Development's subsidiary Regen requests the revocation of all related authorizations for Datou Medical as the exclusive distributor of AestheFill products in mainland China JiangSu WuZhong Pharmaceutical Development announced that Regen, a subsidiary of Imeik Technology Development, became a controlling subsidiary in July 2025. On the evening of July 18, Regen sent a "Termination Letter" to Datou Medical, the subsidiary of the company, requesting the revocation of all related authorizations for Datou Medical as the exclusive distributor of AestheFill products in mainland China. Datou Medical is not allowed to engage in any business activities as the exclusive distributor of AestheFill products. The termination letter claims that Datou Medical has actually transferred the exclusive distribution business to its controlling shareholder Jiangsu Wuzhong Meixue Biological Technology Co., Ltd., in violation of the agreement, and Jiangsu Wuzhong Meixue, the sole shareholder, i.e., the company, as well as its chairman and several executives, have been subjected to administrative penalties for serious violations of the securities law, severely affecting the reputation of AestheFill products in mainland China. If the "Exclusive Agency Agreement" is ultimately terminated, Datou Medical will lose the exclusive agency rights for AestheFill in mainland China and will not be able to continue selling AestheFill. It is expected that the company's medical and cosmetic sector's revenue and profits in the second half of the year will significantly decrease. 11. Nanjing Julong Science & Technology: The company currently has no cooperation with Zeit Technology Nanjing Julong Science & Technology issued an announcement regarding the abnormal fluctuations in the trading of convertible bonds. The company recently discovered public media reports that may be related to the company and of high market concern: on July 17, 2025, East Money Information's stock bar published a report: "According to media reports, UAE company Autocraft and Chinese company Zeit Technology signed a procurement agreement in Shanghai on the 16th, with an order amount of 1 billion US dollars for the purchase of 350 E20 eVTOL (electric vertical takeoff and landing aircraft). According to the financial association's theme library, among the related listed companies: Nanjing Julong Science & Technology's subsidiary Nanjing Julong Science & Technology Composite Materials Technology Co., Ltd. focuses on the research, production, and sales of advanced composite materials in the fields of aviation, aerospace, low-altitude economy, and smart manufacturing." Risk warning: The company currently has no cooperation with Zeit Technology. Investors are advised to make rational investments and beware of risks. In 2024, the operating income of the company's subsidiary Nanjing Julong Science & Technology Composite Materials Technology Co., Ltd. was approximately 30 million yuan, accounting for a small proportion of the company's overall revenue. Investors are advised to make rational investments and beware of risks. 12. Nanjing Bestway Intelligent Control Technology: Plans to invest 600 million yuan to build a mine intelligent driving industrialization base project Nanjing Bestway Intelligent Control Technology announced that the company plans to invest in the construction of the "Mine Intelligent Driving Industrialization Base Project" in Jiangning Binjiang Economic Development Zone, Nanjing, with a total investment of approximately 600 million yuan, to be completed within 5 years. The project will mainly focus on the research and testing of products and technologies related to intelligent mining driving, strengthen the company's research and development capabilities in the field of intelligent mining driving, and achieve mass production of intelligent mining driving products. After the project is completed, it is expected to achieve an annual incremental output value or sales revenue exceeding 800 million yuan in the location of Party A by 2030. 13. Hitgen Inc.: Most of the company's independently developed new drug projects are in different stages of pre-clinical development, with significant uncertainties in development Hitgen Inc. announced that the company's stock trading has accumulated a deviation value of 30% in the closing price in three consecutive trading days (July 17, July 18, and July 21, 2025), which constitutes abnormal stock trading fluctuations. New drug research and development have the characteristics of high technology, high risk, and high added value. The product has a long cycle from research and development, clinical trial approval to commercial production, with multiple links, making it vulnerable to the influence of uncertain factors. Currently, most of the company's independently developed new drug projects are in different stages of pre-clinical development, with significant uncertainties in development, and there is a major uncertainty as to whether external transfers can be realized in the future. 14. Jiangsu Yinhe Electronics: Alleged unit bribery case, subsidiary Tongzhi Mechanical and Electrical and its former legal representative undergo criminal prosecution Jiangsu Yinhe Electronics announced that the company's wholly-owned subsidiary Hefei Tongzhi Mechanical and Electrical Control Technology Co., Ltd. received a "Lawsuit" filed by a certain procuratorate on behalf of the former legal representative of Tongzhi Mechanical and Electrical, Zhang Hong, and Tongzhi Mechanical and Electrical, for alleged unit bribery. The case has not yet been heard in court, and it is currently impossible to accurately estimate the impact of this lawsuit on the company's current or future profits. The actual impact will depend on the court's judgment. The company and its controlling subsidiaries have no other major lawsuits or arbitration matters. Interim Forecast, Performance Bulletin 1. Beijing Haitian Ruisheng Science Technology Ltd.: It is expected that the net profit for the first half of the year will be between 2.944 million yuan and 4.416 million yuan, an increase of 607.01% to 960.52% year-on-year. 2. Nexchip Semiconductor Corporation: It is expected that the net profit for the first half of the year will be between 260 million yuan and 390 million yuan, an increase of 39.04% to 108.55% year-on-year. 3. Namchow Food Group (Shanghai) Co., Ltd.: The net profit attributable to the parent company in June was 698,600 yuan, a decrease of 93.73% year-on-year. Large Orders 1. Dajin Heavy Industry: Signs a contract for the supply of single-pile foundations for about 4.3 billion euros for a European offshore wind farm. 2. Hangzhou CNCR-IT: A wholly-owned subsidiary signs a framework contract for an intelligent algorithm box. 3. ZheJiang HongXin Technology: Signs contracts for component procurement with a leading flying car company in China. Repurchase & Shareholding Changes 1. Hangzhou Zhongya Machinery: Shareholders plan to collectively reduce their shareholding by no more than 1.27%. 2. Top Score Fashion: Shareholder Visions plans to reduce its stake in the company by no more than 1%. 3. Anhui Landun Photoelectron: The controlling shareholder plans to reduce its stake in the company by no more than 1%. This article is republished from "Tencent Stock Selection", GMTEight Editor: Xu Wenqiang.