Today's focus
1. * ST Lingnan: The closing price was less than 1 yuan for 20 consecutive trading days, and prior notice of termination of listing was received from the Shenzhen Stock Exchange
*ST Lingnan (002717.SZ) announced that the daily closing price of the company's shares was below 1 yuan for 20 consecutive trading days from September 7, 2026 to October 12, 2026, affecting the termination of the stock listing. The Shenzhen Stock Exchange plans to decide to terminate the listing and trading of the company's shares and convertible corporate bonds; the company's shares have been suspended since the opening of the market on October 13. If the Shenzhen Stock Exchange finally decides to terminate the listing, the company's shares will be transferred to the delisting section managed by the National SME Stock Transfer System, and the listing will be terminated simultaneously.
2. Changxin Technology: Net profit due to mother for the first three quarters is expected to be 131 billion yuan to 132.5 billion yuan, turning a year-on-year loss into a profit
Changxin Technology (688825.SH) announced that the revenue for the first three quarters is estimated to be about 265 billion yuan to 270 billion yuan, or 32,084 billion yuan for the same period last year; net profit to mother is about 131 billion yuan to 132.5 billion yuan, with a loss of 5.280 billion yuan in the same period last year, mainly due to the rapid growth in demand for AI computing power, which is driving up the boom in the DRAM industry and a sharp rise in product prices. In addition, Zhu Yiming, the chairman of the company, proposed to buy back the company's shares for no less than 1 billion yuan and no more than 2 billion yuan.
3. Co-creation data: The wholly-owned subsidiary signed a computing power cloud service agreement, with an estimated total amount of no more than 37.490 billion yuan
Co-Creation Data (300857.SZ) announced that the wholly-owned subsidiary Co-Creation Intelligent Computing signed a “Computing Power Cloud Service Agreement” with the client company. The total amount of the agreement is estimated to be no more than 37.490 billion yuan (tax included, final settlement is subject to actual settlement). The agreement is currently in effect; the company also indicated that the execution of the contract requires a large amount of capital to purchase hardware equipment such as computing power servers in the early stages, which will incur large financial costs.
4. La Cala: Disclosure of the restructuring plan, plans to issue shares and pay cash to purchase a controlling interest in Guangzhou Gaofu Information Technology, and resume stock trading
La Cala (300773.SZ) announced that the company plans to purchase a controlling interest in Guangzhou Gaofu Information Technology Co., Ltd. through the issuance of shares and cash payment. It is not expected to constitute a major asset restructuring or restructuring listing; the audit and evaluation work related to this transaction has not yet been completed, and trading of the company's shares will resume from the opening of the market on October 19, 2026.
5. ST Perfect Taste: Other risk warnings were withdrawn, and the stock abbreviation was changed to “Absolute Food” from October 20
ST Perfect Taste (603517.SH) announced that it has been 12 months since the company received the “Administrative Penalty Decision” from the Hunan Securities Regulatory Bureau, and has completed a retrospective review of the corresponding annual financial and accounting report, which met the conditions for withdrawing other risk warnings; trading of the company's shares was suspended for one day on October 19, and the starting date for withdrawing other risk warnings was October 20.
*6. ST Broad Sugar: There are false records in the 2023 and 2024 annual reports, and the company promptly appointed several executives to receive administrative penalty decisions
*ST Guangtang (000911.SZ) announced that due to matters such as the wholly-owned subsidiary Yunou Logistics confirmed the revenue from the transportation and warehousing business over a period of time, the company inflated total profit of 2019,054 million yuan in 2023, accounting for 119.20% of the total disclosed profit, and a total inflated profit of 18.6933 million yuan in 2024. Luo Yingping, the company and its current chairman, received the “Administrative Penalty Decision” from the Guangxi Securities Regulatory Bureau.
Operating performance
1. Demingli: Net profit for the first three quarters is expected to be 2,633 billion yuan to 2,933 billion yuan, turning a year-on-year loss into a profit
Demingli (001309.SZ) announced that it expects revenue of 27.5 billion yuan to 29.5 billion yuan, and enterprise storage business revenue of 8.237 billion yuan.
2. Shengda Resources: The net profit for the first three quarters is expected to be 660 million yuan to 700 million yuan, an increase of 104.57% to 116.96% over the previous year
Shengda Resources (000603.SZ) announced that due to the release of production capacity of the subsidiary Jinshan Mining, the price of superimposed precious metals has risen, and the volume and price of products have risen sharply.
3. Pearl of Cangzhou: Net profit of 196 million yuan in the first three quarters, a year-on-year increase of 40.33%
Cangzhou Pearl (002108.SZ) announced that the total revenue for the first three quarters was 2,481 billion yuan, and the release of diaphragm production capacity led to an increase in profits.
Repurchase & increase or decrease holdings
1. Haiguang Information: Chairman proposes to repurchase 500 million yuan to 800 million yuan of shares
Haiguang Information (688041.SH) announced that the repurchase of shares is intended to be used for employee stock ownership plans or equity incentives.
2. Zhongke Shuguang: Chairman proposes to repurchase 300 million yuan to 500 million yuan of shares
Zhongke Shuguang (603019.SH) announced that the repurchase of shares is intended to be used for employee equity incentives or employee stock ownership plans, and the source is own funds.
3. Xinhua Department Store: The cumulative number of shares repurchased reached 6.39%, and 218 million yuan has been paid
Xinhua Department Store (600785.SH) announced that the transaction price was 9.9 yuan/share to 1,158 yuan/share, and the total capital of the repurchase plan was 200 million yuan to 400 million yuan.
4. Guosheng Technology: The controlling shareholder's 26 million shares will be judicially auctioned for the second time
Guosheng Technology (603778.SH) announced that since the first auction was sold without any bids, this auction will not result in a change in control.
5. * ST Asia: Judicial Disposition of 12 Million Shares Held by Controlling Shareholders
*ST Asia (603378.SH) announced that this portion of the shares accounts for 2.80% of the total share capital, and there is uncertainty about whether it will be judicially disposed of again in the future.
Sign a big order
1. Runjian Co., Ltd.: The subsidiary signed a cross-border sales and service contract with an annual purchase amount of not less than 200 million US dollars
Runjian Co., Ltd. (002929.SZ) announced that the contract was about 1,338 million yuan, settled according to the actual number of words consumed, and the period was 1 year.
2. Competition information: Total tax-inclusive contracts related to computing power services increased to 7.035 billion yuan
According to the announcement of Saiyi Information (300687.SZ), the amount of the newly signed computing power networking service contract includes tax is 315 million yuan, and the service period is 60 months.