Today's focus
1. Dongshan Precision: H shares were listed on October 28, with an offering price of HK$86.80 and a net capital of approximately HK$9.717 billion
Dongshan Precision (002384.SZ) announced that the company's current global sale of 113,783,200 H shares (before exercising the over-allotment right), of which the Hong Kong public sale of 5,905,500 shares, accounting for 5.19% of the total global offering, and the international sale of 107,877,700 shares, accounting for about 94.81%; calculated based on the sale price of HK$86.80 per H share, after deducting underwriting commissions and other estimated expenses, and assuming that the over-allotment rights were not exercised, the company collected the net proceeds from the global sale The estimated amount is approximately HK$9.717 billion; this batch H shares were listed on the main board of the Hong Kong Stock Exchange on October 28, 2026. The Chinese abbreviation is “Dongshan Precision”, and the stock code is 02384; after the issuance was completed, the holding ratio of the company's 1,831,607,532 A-shares dropped to 94.15%, and 113,783,200 H shares accounted for 5.85% (all assuming that the over-allotment rights were not exercised).
2. Junshi Biotech: The indications for treprilizumab urothelial cancer were changed from conditional approval to routine approval
Junshi Biotech (688180.SH) announced that the company received the “Drug Supplement Application Approval Notice” approved and issued by the State Drug Administration to approve the application of treprilizumab injection (trade name: Tuoyi) monotherapy for platinum-containing chemotherapy failure, including locally advanced or metastatic urothelial cancer progressing within 12 months of new adjuvant or adjuvant chemotherapy, from conditional approval to routine approval; the application matters are supplementary applications. The acceptance numbers are CYSB2600232, CYSB2600233, and the notification number is 2026B07469. 2026B07470, the listing license holder is the company itself.
3. *ST Outstanding: The market value fell below 300 million yuan for 20 consecutive trading days, triggering mandatory delisting in the trading category. Trading was suspended from October 29
*ST Zhuoran (688121.SH) announced that as of October 28, 2026, the closing price of the company's shares was 0.40 yuan/share, with a total market value of 93.45 million yuan, and the daily closing market value was below 300 million yuan for 20 consecutive trading days, affecting the termination of listing as stipulated in section 12.3.1 (1) (3) of the Science and Technology Innovation Board stock listing rules; the company's shares were suspended from the opening of the market on October 29, 2026, and the shares of the company were delisted within 5 trading days after the announcement of the termination of the listing decision; the company received it on the same day The Shanghai Stock Exchange's advance notice of termination of listing and a letter of supervisory work on matters relating to the termination of listing. If the application is for a hearing, a written application should be submitted within 5 trading days after receipt of the notice.
4. Shenzhou Digital: Subsidiary signs 870 million yuan computing power server procurement contract
Shenzhou Digital (000034.SZ) announced that its subsidiary, Beijing Shenzhou Kuntai Information Technology Co., Ltd. signed a “procurement contract” with an information technology company to sell Shenzhou Kuntai servers and supporting products and services for the 950DT computing power project. The total amount of the contract including tax was 870,184,698.48 yuan; based on contract confidentiality requirements, the company did not disclose the partner's specific information, and there was no relationship between the two parties; the amount of tax included in the sales business of the company and its subsidiaries for the three fiscal years 2023-2025 was 11.1673 million yuan. From January 1 to September 30, 2026, it was 2,055,200 yuan.
5. Societe Generale Silver Tin: Judicial auction of 2,850,000 shares was completed, and Shannan Antimony Gold remained the largest shareholder of Weiling Co., Ltd. with 13.33%
Xingye Silver Tin (000426.SZ) announced that the wholly-owned subsidiary Tibet Shannan Antimony Gold Resources Co., Ltd. previously won 2,850,000 shares of Weiling shares held by Shanghai Lingyi New Materials Co., Ltd. through a judicial auction by the Shenzhen Intermediate People's Court. Some of the shares have already been transferred by the Shenzhen branch of the registered settlement company; the comprehensive portion offered to acquire 15,936,390 shares (6.12%), centralized bidding increased its holdings of 5,961,000 shares (2.29%), and all judicial auctioneers completed the transfer of Weiling shares. 34,747,390 shares, accounting for 13.33% of its total share capital, is still the largest shareholder; Shannan Antimony Gold has not yet obtained control and plans to re-elect board members at the 2026 4th Extraordinary Shareholders' Meeting of Weiling Co., Ltd. on November 4, 2026. If the bill is passed, it will gain control.
6. Wandekai: Plans to acquire 51% of Zeng Rui's shares in cash for 171 million yuan, with a total net profit of 104 million yuan over three years
Wandekai (301309.SZ) announced that the company signed an “acquisition agreement” with Suzhou Orlando Precision Manufacturing Co., Ltd., Li Ronghu, and Suzhou Chenrong Intelligent Technology Co., Ltd. to acquire 51% of Jiangsu Zengrui Intelligent Control Technology Co., Ltd. in cash payment, with a total transaction consideration of 171.36 million yuan; after the transaction is completed, the bid company will become the company's holding subsidiary and be included in the scope of the consolidated statement, which does not constitute a major asset restructuring or restructuring listing; the performance pledger promised the target company's 2026, 2027, and 2028 net after tax audits Profits were not less than 28 million yuan, 33 million yuan, and 43 million yuan, respectively.
Operating performance
1. Fenjiu, Shanxi: Sales revenue for the first three quarters was 28.227 billion yuan, a year-on-year decrease of 13.99%
Shanxi Fenjiu (600809.SH) announced that Fenjiu's sales revenue was 27.817 billion yuan, down 13.54% year on year.
2. China Railway Industry: The amount of new contracts signed in January-September was 29.797 billion yuan, a year-on-year decrease of 6.71%
China Railway Industry (600528.SH) announced that the turnout business signed a new contract of 4.482 billion yuan, an increase of 20.43% over the previous year.
Buyback & increase or decrease holdings
1. Wuliangye: cumulative repurchases of 1,601 billion yuan, accounting for 0.5604% of the total share capital
Wuliangye (000858.SZ) announced that the transaction price ranged from 70.19 yuan/share to 85.25 yuan/share.
2. Gree Electric: cumulative repurchases of 2,325 billion yuan, accounting for 1.1064% of the total share capital
Gree Electric (000651.SZ) announced that the transaction price ranged from 36.06 yuan/share to 40.10 yuan/share.
3. Century Huatong: Plans to repurchase 300 million yuan to 600 million yuan, with a maximum price of 20.40 yuan/share
Century Huatong (002602.SZ) announced that the repurchase of shares is intended to be used for equity incentives or employee stock ownership plans.
4. Ningxia Building Materials: Cumulative repurchases account for 2.0912% of the total share capital, and 120 million yuan has been paid
Ningxia Building Materials (600449.SH) announced that the repurchase price range ranged from 11.14 yuan/share to 13.18 yuan/share.
5. Yankuang Energy: Controlling shareholders have increased their holdings by a total of 500.83 million yuan, with a planned scale of 100 million to 200 million yuan
Yankuang Energy (600188.SH) announced that it increased its holdings by 706,900 shares and 12.7637 million yuan from October 26 to 28.
Sign a big order
1. Juhua Technology: won the bid for China Southern Power Grid's metering equipment framework, with an amount of 242 million yuan
Juhua Technology (300360.SH) announced that there are 7 packages in total, accounting for 14.32% of the 2025 revenue.
2. Kejie Intelligence: won the bid for part of the 200 million yuan chemical distribution logistics and warehousing project
Kejie Intelligence (688455.SH) announced that the tenderer was a well-known new energy company in East China, and the information was exempted from disclosure.
3. Lihewei: won the second batch of framework tenders for China Southern Power Grid metering equipment, amounting to RMB 37.8628 million
Lihewei (688589.SH) announced that it won the bid for a broadband dual-mode communication module.