Selected announcements of A-share stocks | Guangdong Suqun New Material (301489.SZ), Sichuan Furong Technology (603327.SH), and other AI smartphone concept stocks highlight risk.

Today's Focus 1. Guangdong Suqun New Material: Recently, the company has been listed by the media as a concept stock for AI smartphones. The application of AI-related technologies is not expected to have a significant impact on the company's operating performance in the short term. Guangdong Suqun New Material issued an announcement about the severe abnormal fluctuations in stock trading. The company's main products are graphite heat sinks, thermal pads, thermal gels, heat pipes, and uniform temperature plates, used mainly in the consumer electronics field such as smartphones, tablets, laptops, and smart wearable devices. The company has recently been listed by the media as a concept stock for AI smartphones, but the short-term application of AI-related technologies is not expected to have a significant impact on the company's operating performance. Comment: Guangdong Suqun New Material saw an accumulated increase of 108.1% from February 21 to March 5. 2. Sichuan Furong Technology, with four consecutive daily limit increases: The company mainly provides aluminum frame structural materials for Google Pixel 8 and Samsung S24 smartphones with AI functionality. Sichuan Furong Technology issued a risk warning announcement for stock trading, stating that the company mainly provides aluminum frame structural materials for Google Pixel 8 and Samsung S24 smartphones with AI functionality. Downstream brands mainly arrange production plans based on consumer demand, and there is a risk of fluctuation in annual orders for the company's aluminum frame structural materials. 3. TVZone Media: The company's business does not involve AI-related businesses or AI technologies. TVZone Media released an announcement on abnormal fluctuations in stock trading, noting recent media reports linking the company to the "Sora concept stock." The company only sells video copyrights to clients involved in large-scale modeling business and does not engage in AI-related businesses or technologies. Additionally, the company's short drama business is set to begin in 2024, with uncertainty about its profitability. As of now, the revenue from the short drama business is minimal, accounting for less than 0.1% of total revenue and has not yet turned a profit. 4. Guoguang Electric: Net profit attributable to shareholders for the first quarter is estimated to be between 26-29.8 million yuan, an increase of 264%-317% Guoguang Electric issued a performance forecast, estimating a net profit attributable to shareholders for the first quarter of 2024 to be between 26 and 29.8 million yuan, a year-on-year increase of 263.60% to 316.74%. During the reporting period, the company saw an increase in sales volumes compared to the previous year, with a higher proportion of high-margin products, resulting in an improved gross profit margin. The company expects non-recurring gains and losses of approximately 18.3076 million yuan during the reporting period, primarily from government subsidy income. 5. Hainan Haiqi Transportation Group: Plans to acquire 100% equity of Haitravel Duty-Free for 2.037 billion yuan, and the stock resumes trading. Hainan Haiqi Transportation Group announced its plans to issue shares and pay in cash to purchase the 100% equity of Haitravel Duty-Free held by Hainantravel Investment for a transaction price of 2.037 billion yuan. Additionally, the company plans to raise supporting funds of up to 738 million yuan. Following the completion of the transaction, the company's main business will transition from traditional passenger transport to a duty-free commercial integrated business, achieving a leap in tourism transportation and tourism business. The company's shares will resume trading on March 6 (Wednesday). 6. Ganfeng Lithium Group: Plans to subscribe to no less than 14.8% of the shares of PGCO. Ganfeng Lithium Group announced that the company or its holding subsidiaries plan to subscribe for no less than 14.8% of the shares of Proyecto Pastos Grandes S.A. (PGCO), a company in Argentina, with a transaction price not exceeding 70 million US dollars. The proceeds from this transaction will mainly be used to promote the development and construction of the lithium salt lake project in the Pastos Grandes basin in Argentina. After the completion of this transaction, the company will directly hold no less than 14.8% of the shares of PGCO. Repurchase 1. Sanwei Holding Group: Plans to repurchase shares for 200 million to 400 million yuan. 2. Lingyi Itech: The actual controller and chairman propose to repurchase company shares for 50 million to 100 million yuan. Reduction of holdings 1. KSEC Intelligent Technology: Shareholder Guofeng Investment plans to reduce its holdings by no more than 2% of the company's shares. 2. Zhejiang Wanliyang: Shaanxi Guotou Changsheng No. 1 plans to reduce its holdings by no more than 1.5%. 3. Richinfo Technology: Shareholder Guangcai Information plans to reduce its holdings by no more than 1.06%. Operating performance 1. Dongfeng Automobile: Dongfeng Corporation sold 420,000 vehicles in January and February, an increase of 41.5% year-on-year. 2. Wens Foodstuff Group: In February 2024, the sales revenue of broiler chicken was 2.082 billion yuan, a decrease of 25.24% from the previous month. 3. Muyuan Foods: The sales revenue of live pigs in January and February was 16.635 billion yuan. 4. New Hope Liuhe: The sales revenue of live pigs in February was 1.836 billion yuan, a decrease of 25.09% from the previous month. 5. GHT Co., Ltd. performance report: Net profit attributable to shareholders in 2023 was 61.21 million yuan, a year-on-year increase of 25%. 6. China Design Group performance report: Net profit in 2023 was 704 million yuan, a year-on-year increase of 2.92%. Strategic cooperation 1. IAT Automobile Technology: Signed a strategic cooperation framework agreement with Jiangling New Energy. 2. Apeloa Pharmaceutical: The company signed a strategic cooperation framework agreement with Zenge Biology. Other 1. Shandong Linglong Tyre.Received proposal for cash dividends from the controlling shareholder for the fiscal years 2023 and 2024.2. Xinjiang Tianfu Energy: Intends to acquire the assets of the "Three Supplies and One Industry" power supply and heating transfer and renovation project owned by Tianfu Group. 3. Gsp Automotive Group Wenzhou: A holding subsidiary intends to invest approximately 1.032 billion yuan in the construction of a new semi-solid lithium iron phosphate battery project. 4. China Nonferrous Metal Industry's Foreign Engineering and Construction: Intends to transfer approximately 168 million yuan of equity interest in Southern Rare Earth, accounting for 41.56%, to China Rare Earth Resources And Technology Group. 5. GuiZhou Tyre: Vietnam company to implement the intelligent manufacturing project for producing 6 million semi-steel radial tires annually. 6. Sichuan Mingxing Electric Power: Wholly-owned subsidiary to close down its affiliated water plant.