Today's focus
1. BYD: Sales of new energy vehicles in October were 492,200 units, an increase of nearly 11% over the previous year
BYD (002594.SZ) announced that in October, production of new energy vehicles was 4881,000 units and 492,000 units were sold, including 483,300 passenger vehicles and 7,043 commercial vehicles, and 172,000 NEVs were exported in the same month; cumulative sales volume from January to October was 3.6217 million units, down 2.16% year on year.
2. Zhongji Health: The restructuring application was accepted by the court. Trading was suspended for 1 day from the 3rd, resumed on the 4th, and a delisting risk warning was implemented
Zhongji Health (000972.SZ) announced that the Intermediate People's Court of the Sixth Division of the Xinjiang Production and Construction Corps ruled to accept the creditor's application for restructuring of the company and its wholly-owned subsidiary, Xinjiang Zhongji Red Tomato Industry Co., Ltd., and appointed a liquidation team as the manager; trading of the company's stock was suspended for one day after the opening of the market on November 3, resumed trading on November 4, and was subject to a delisting risk warning. The abbreviation was changed to “*ST Zhongji”. The company warned that if the restructuring fails and the stock is declared bankrupt, the stock will face the risk of terminating the listing.
3. Wanchen Group: Suspected of not disclosing related transactions in a timely manner, the case was filed by the Securities Regulatory Commission
Wanchen Group (300972.SZ) announced that the company received a “Notice of Case Filing” from the China Securities Regulatory Commission due to suspected illegal information disclosure violations such as failure to promptly fulfill temporary information disclosure obligations relating to related transactions; the company stated that the filing of the case had nothing to do with daily business activities, and that the relevant information disclosure matters had been rectified.
4. Amaton: The controlling shareholder plans to transfer 20% of the shares, control or change, and suspend trading on the 3rd
Amaton (002623.SZ) announced that the controlling shareholder Amaton Technology and Shanghai Riding Network Technology Co., Ltd. signed a “Share Transfer Intent Agreement” to transfer 38,612,502 shares (20% of the total share capital); after the transaction is completed, the controlling shareholder and actual controller of the company will change. Stock trading will be suspended from the opening of the market on November 3, and is expected to be suspended for no more than 2 trading days.
5. Sinochem International: The acquisition of Nantong Star for 2,110 billion yuan and the restructuring was held on November 9
Sinochem International (600500.SH) announced that the company plans to purchase 100% of the shares of Nantong Star Synthetic Materials Co., Ltd. from China Blue Star (Group) Co., Ltd. by issuing shares at a transaction price of 2,110 billion yuan; the Shanghai Stock Exchange M&A and Reorganization Review Committee is scheduled to hold a meeting on November 9 to review the matter.
6. Bohai Leasing: The subsidiary plans to sell 22 aircraft leasing assets for 9.396 billion yuan
Bohai Leasing (000415.SZ) announced that a subsidiary of Avolon, a holding subsidiary, plans to sell leasing assets for 22 aircraft with leases to Constellation Assets and the like at a market price of about US$1,398 billion (equivalent to about RMB 9.396 billion); Avolon will also participate in partnerships with an investment scale of not more than 500 million US dollars at a 15% equity ratio.
7. Keliyuan: The company and the controlling shareholder were filed by the Securities Regulatory Commission on the same day
Keliyuan (600478.SH) announced that the company and its controlling shareholder, Hunan Keliyuan Hi-Tech Group Co., Ltd. received separate “Notice of Case Filing” from the China Securities Regulatory Commission due to suspected illegal disclosure of information. The company said it would not have a significant impact on normal production and operation activities.
Operating performance
1. Jiangling Motors: October sales volume of 35,700 vehicles, up 7.35% year-on-year
Jiangling Motors (000550.SZ) announced that the cumulative sales volume from January to October was 32.1 million vehicles, an increase of 9.10% over the previous year.
2. Guangzhou Port: Container throughput in October was 2.32,000 TEUs, up 3.1% year on year
Guangzhou Port (601228.SH) announced that the cargo throughput in October was 51.531 million tons, an increase of 3.1% over the previous year.
Buyback & increase or decrease holdings
1. BOE A: The implementation of A-share repurchases has been completed, with a total of 122 million shares repurchased
BOE A (000725.SZ) announced that the total cost was 700 million yuan, and that it also bought back 98.817,200 shares of B shares, costing HK$459 million.
2. Ziguang Guowei: Plans to repurchase shares for 500 million yuan to 700 million yuan, with a maximum price of 8,331 yuan/share
Ziguang Guowei (002049.SZ) announced that the repurchase of shares will be used for equity incentives or employee stock ownership plans for a period of 12 months.
3. Dazu Laser: Plans to repurchase shares for 200 million yuan to 300 million yuan, with a maximum price of 85 yuan/share
Dazu Laser (002008.SZ) announced that the cumulative stock price fell by more than 20% in the past 20 trading days, and the repurchase period was 2 months.
4. Hubei Energy: The controlling shareholder Three Gorges Group plans to increase its holdings by 400 million yuan to 800 million yuan
Hubei Energy (000883.SZ) announced that there is no fixed price range for increasing holdings. The period is 6 months, and the capital is owned or raised by itself.
Sign a big order
1. Yuandong Co., Ltd.: The subsidiary won the bid and signed an order of 1,498 billion yuan in October
Yuandong Co., Ltd. (600869.SH) announced that of this, the North American Computing Power Center cable was 277 million yuan, and the total number of orders from the State Grid was 255 million yuan.
2. Traffic Control Technology: won the bid for the Huangshan Tourism T1 Line Signal System Project of 156 million yuan
Traffic Control Technology (688015.SH) announced that it has received a notice of winning the bid but has not yet signed a formal contract, and the project is tentatively scheduled to open in April 2029.
others
1. Enjie shares: 400 million yuan to acquire 100% of SK Battery Materials's shares and complete the transaction
Enjie Co., Ltd. (002812.SZ) announced that the target company has changed its name to Changzhou Enjie New Materials and completed the registration of industrial and commercial changes.