A-share Announcement Highlights | Qinhuangdao Port (601326.SH) to resume trading tomorrow, plans to acquire partial equity in 4 companies held by Hebei Port Group

Today's Focus 1. Qinhuangdao Port: Discloses restructuring plan, intends to acquire partial equity in 4 companies held by Hebei Port Group Qinhuangdao Port (601326.SH) announced that it plans to acquire, through the issuance of shares and cash payment, a 25% equity interest in Tangshan Caofeidian Industrial Port Co., Ltd., a 24% equity interest in SDIC Caofeidian Port Co., Ltd., a 28.2328% equity interest in Huaneng Caofeidian Port Co., Ltd., and a 6% equity interest in Tangshan Caofeidian Coal Port Co., Ltd., all held by Hebei Port Group, and plans to issue shares to no more than 35 specific targets to raise supporting funds; this transaction constitutes a related-party transaction and is expected not to constitute a major asset restructuring. The company's A-shares will resume trading at market open on November 4. 2. Yunnan Lincang Xinyuan Germanium Industry: Subsidiary signs five-year long-term order for indium phosphide substrates with U.S. optical communications company AOI Yunnan Lincang Xinyuan Germanium Industry (002428.SZ) announced that its controlling subsidiary Yunnan Xinyao signed a "Long-Term Supply Agreement" and an "Annual Contract" with Applied Optoelectronics, under which it is expected to purchase 180,000 4-inch N-type indium phosphide substrates per year from 2027 to 2031, totaling 900,000 substrates; of which the 2027 annual contract amount is US$194.4 million (excluding tax), equivalent to approximately RMB1.305 billion, accounting for 122.46% of the company's 2025 operating revenue. The actual delivery quantity and amount shall be subject to subsequent annual contracts, purchase orders, and export license approvals. 3. Yoozoo Interactive: Plans to procure GPU products for RMB4.225 billion Yoozoo Interactive (002174.SZ) announced that its wholly-owned subsidiary Shanghai Youzu Information Technology Co., Ltd. signed a "Sales Contract" with Company A to procure GPU products of the PRO5500 (PCIe) model, with a total agreement amount of RMB4.225 billion (tax included). The source of funds will be a combination of self-owned funds, bank credit, and financial leasing. The company noted that this procurement is subject to constraints such as supply chain, industry supply and demand, and overseas technology controls, and there are risks such as delayed delivery of equipment in batches. 4. Chongqing Fuling Electric Power Industrial: 41.65% stake to be transferred free of charge, direct controlling shareholder to change Chongqing Fuling Electric Power Industrial (600452.SH) announced that State Grid Integrated Energy Service Group Co., Ltd. plans to transfer free of charge the 639,942,063 shares of the company (accounting for 41.65% of total share capital) held by its wholly-owned subsidiary Chuandong Electric Power to State Grid Integrated Energy Group, and the two parties have signed an "Equity Free Transfer Agreement"; after the transfer is completed, the company's direct controlling shareholder will change from Chuandong Electric Power to State Grid Integrated Energy Group, and the actual controller will remain the State-owned Assets Supervision and Administration Commission of the State Council. 5. Yunnan Shennong Agricultural Industry Group: Actual controller's divorce property division, 78.3050 million shares to be transferred Yunnan Shennong Agricultural Industry Group (605296.SH) announced that controlling shareholder and actual controller He Zuxun and Luo Wanyu have completed divorce procedures and made arrangements for property division. According to the court's "Civil Mediation Statement," 30% of the 261,016,651 shares directly held by He Zuxun, namely 78,304,995 shares, shall belong solely to Luo Wanyu; the two parties have signed a concerted action agreement, and this change in equity does not result in a change of control of the company. 6. Pinming Technology controlling shareholder, Zhejiang Three Stars New Materials both subject to CSRC investigation on the same day Pinming Technology (688109.SH) announced that controlling shareholder and actual controller Mo Xujun is subject to a CSRC investigation on suspicion of manipulating the securities market. This is a personal investigation of Mr. Mo Xujun, who only serves as the company's honorary chairman, and the investigation is unrelated to the company's operations; Zhejiang Three Stars New Materials (603578.SH) announced that the company is subject to a CSRC investigation on suspicion of information disclosure violations, and its production and operations are currently normal. 7. Accelink Technologies: Clarifies rumors of "material shortage" and "production shutdown" Accelink Technologies (002281.SZ) announced that recent negative rumors circulating on online platforms regarding the company's "material shortage" and "production shutdown" are inconsistent with actual operating conditions. The company's material supply is stable, production and delivery order is normal, and R&D and business cooperation are progressing well. The company reserves the right to pursue legal liability for relevant false statements in accordance with the law. Operating Performance 1. CECEP Solar Energy: Cumulative power generation of 8.394 billion kWh from January to October, up 17.6% year on year CECEP Solar Energy (000591.SZ) announced that during the same period, it added 1,311.24 MW of new photovoltaic operating project capacity and filed 4,320 MW of independent energy storage. 2. Yutong Bus Co., Ltd.: October sales of 2,956 units, down 2.76% year on year Yutong Bus Co., Ltd. (600066.SH) announced that cumulative sales from January to October were 33,885 units, down 7.41% year on year. Share Repurchases & Increases/Decreases in Holdings 1. Ningbo Joyson Electronic Corp.: Plans to repurchase shares for RMB150 million to RMB300 million, all for cancellation Ningbo Joyson Electronic Corp. (600699.SH) announced that the repurchase price shall not exceed RMB30 per share, and the plan still needs to be submitted to the shareholders' meeting for deliberation. 2. Hwatsing Technology: Plans to repurchase shares for RMB50 million to RMB100 million for equity incentives Hwatsing Technology (688120.SH) announced that the repurchase price shall not exceed RMB335 per share, with a term of 12 months after approval by the shareholders' meeting. 3. Guolian Minsheng: Controlling shareholder Guolian Group plans to increase holdings by RMB80 million to RMB100 million Guolian Minsheng (601456.SH) announced that the implementation period for the increase extends to March 31, 2027, with no price range set, and the increase ratio shall not exceed 2% of total share capital. 4. Shanghai Xuerong Bio-Technology: Actual controller and controlling shareholder plan to increase holdings by 3% to 5% Shanghai Xuerong Bio-Technology (300511.SZ) announced that this corresponds to 19.2255 million to 32.0423 million shares, with an implementation period of 6 months. Major Contracts 1. China XD Electric: Wins State Grid power transmission and transformation projects worth approximately RMB1.11464 billion China XD Electric (601179.SH) announced that 12 subsidiaries under the company are the winning bidders, and no formal commercial contracts have yet been signed with relevant State Grid institutions. 2. Zhejiang Construction Investment Group: Subsidiary consortium wins RMB1.503 billion energy storage station project Zhejiang Construction Investment Group (002761.SZ) announced that it won the PC general contracting project for the Ningxia Lingwu Xinfeng 500MW/2000MWh energy storage station.