[CSI Pre-Delivery] Da Shi Intelligent Subsidiary obtained the first batch of business licenses in Xiong'an New District; Luxi Chemical's net profit has increased by four times! Oriental Yuhong’s convertible bonds were “smashed”; internationa

This article was first published on WeChat public account: China Securities Journal. The content of the article belongs to the author's personal opinion and does not represent the position of Hexun.com. Investors should act accordingly, at their own risk.

Company focus

Da Shi Intelligence (002421)

Xiong'an New District Industrial and Commercial Registration opened its first batch of business licenses

Da Shi Intelligent 002421, the stock bar announced on the evening of September 25, the wholly-owned subsidiary Xiong An Da Shi Smart Technology Co., Ltd. has completed the industrial and commercial registration and establishment on September 25, becoming the first batch of enterprises to obtain industrial and commercial business license in Xiong'an New District.

CIC Note

Da Shi Intelligent is mainly engaged in building intelligentization and building energy-saving services. The company announced that it has signed a strategic cooperation agreement with Hebei Construction Group. The two parties will cooperate in the field of fabricated building construction. As the Xiong'an master plan is getting closer, the Xiong'an plate will usher in the second spring. However, compared with the first wave of pure theme speculation, if the Xiong'an plate once again ushered in financial attention, those with Xiong'an New District have Business dealings, listed companies with substantial benefits or more favored by funds, deserve investors' attention.

Luxi Chemical (000830)

Significantly increase the net profit of the first three quarters by more than 4 times

The company announced on Monday night that it expected net profit of 750 million yuan to 850 million yuan in the first three quarters, an increase of 317% to 373%. However, affected by the market supply and demand relationship, most of the product prices have increased in different degrees, the company's production and sales balance, and achieved good economic returns. Therefore, the company revised its performance forecast and estimated net profit to increase by 429% to 485%.

CIC Note

Luxi Chemical is mainly engaged in the production and sales of chemical, chemical new materials and fertilizer products. Since the beginning of this year, benefiting from environmental protection and production has accelerated the production capacity of the industry. The prices of formic acid, caustic soda and methane chloride, which are the leading products of the company, have increased significantly. Since the beginning of this year, the cumulative increase of Luxi Chemical has reached 77.64%. Yesterday, the stock price has not adjusted with the broader market and the sector, and its performance has resisted decline, and it is still consolidating at a high level. In the recent cycle, the sector has been continuously re-adjusted. Can this announcement help the cyclical sector recover?

TCL Group (000100)

It is planned to acquire 10.04% equity of Huaxing Optoelectronics for RMB 4.034 billion

TCL Group announced on the evening of the 25th that the company intends to purchase a 10.04% stake in Huaxing Optoelectronics through the issuance of shares. The price of this restructuring transaction is RMB 4,034 million. After the transaction is completed, the listed company will directly hold 85.71% equity of Huaxing Optoelectronics, Guokai Fund holds 11% equity of Huaxing Optoelectronics, and Yuecai Trust holds 3.28% equity of Huaxing Optoelectronics. According to the relevant agreement, TCL Group will repurchase the equity of Huaxing Optoelectronics held by Guokai Fund and Yuecai Trust in accordance with the terms of the agreement in the future.

CIC Note

Huaxing Optoelectronics continues to work on the basic technology research, product development and equipment design of TFT-LCD display panels and next-generation display technology products. It has always been an important source of profit for TCL Group, and TCL Group will serve as a financing platform for Huaxing. The announcement shows that the acquisition of Huaxing Optoelectronics will increase the earnings per share of listed companies and improve the profitability and market competitiveness of listed companies. Since the resumption of trading on September 21, TCL Group has fallen 2.23%, and the follow-up stock price trend needs to continue to observe.

Performance report

Hongli Zhihui (300219): net profit for the first three quarters increased by 20% to 40%

Tengxin shares 300392, stocks (300392): the first three quarters are expected to profit 18 million to 20 million yuan year-on-year

Pengyi shares 300375, stocks (300375): the first three quarters net profit is reduced by about 10%

Major issues

China Construction (601668): Recently acquired nearly 19 billion yuan of major projects

Oriental Yuhong (002271): The on- line rate of convertible bonds is 0.001319%

Mengshi Technology (002684): spending 100 million yuan to set up a new energy vehicle subsidiary

TEDA shares 000652, shares bar (000652): the subsidiary plans to increase the capital of 140 million yuan to invest in the construction of waste incineration power generation projects

Mengcao Ecology (300355): winning the bid of nearly 500 million yuan PPP project

Daqian Ecology (603955): The total investment of the proposed cooperative scenic spot is 300 million yuan.

Jinzhi Technology 002090, stock bar (002090): The proposed price of 151 million yuan to acquire the remaining 49% equity of Jinzhi Yidong

Century Dingli 300050, stock bar (300050): 360 million acquisition of Shanghai Meidu to improve the layout of vocational education industry

Meike Home 600337, stock bar (600337): employee stock ownership plan to complete stock purchases to buy more than 47 million shares

Bao Tailong 601011, stock bar (601011): plans to build a graphene application technology center with the research institutes of the Chinese Academy of Sciences

*ST Molong (002490): The controlling shareholder and the concerted action are subject to administrative punishment by the CSRC

Jiantou Energy 000600, stock bar (000600), Zhejiang Energy Power 600023, stock bar (600023): equity investment in nuclear nuclear power company

Vail Shares (603501): Termination of Major Asset Restructuring

Dayang Electric 002249, stock bar (002249): short-term will continue to have hydrogen fuel cell vehicles launched and put into demonstration operation

Gongda High-tech 600701, stock bar (600701): termination of the issue of shares to buy assets

Meiya Baike 300188, stock bar (300188): participating in the company's new Sike IPO meeting

Jielong Industrial 600836, stock bar (600836): Jielong Metal Wire Drawing is not a subsidiary company

Yun Aluminum Co., Ltd. 000807, stock bar (000807): respectively increased capital of 200 million yuan, Yongxin Aluminum, Runxin Aluminum

Zhongtong Guomai (603559): Share price movements should not disclose undisclosed matters

Easy Matt 300376, stock bar (300376): signing a restructuring framework agreement to cash acquisition of Ningbo Yize

Petrochemical oil service 600871, stock bar (600871): signed 175 million US dollars overseas contract

Shanghai Film (601595): Proposed about 27 million to sell two cinema assets

Nanda Optoelectronics 300346, stock bar (300346): major shareholder changed to Shen Jie and his concerted action

Gehua Cable 600037, stock bar (600037): winning the bid for 138 million yuan video surveillance project

Shenzhou Great Wall (000018): Jointly won the bid of 2 billion yuan PPP project

Mingzhi Electric (603728): It is planned to acquire about 3 billion yuan for the acquisition of new three-board enterprise operation and control electronics

Zhongxing Group (603018): winning over 200 million highway survey and design projects

Mitutoyo Smart 300276, stock bar (300276): non-public offering of shares approved by the China Securities Regulatory Commission

Zhejiang University Net 600797, stock bar (600797): plans to transfer 120 million shares of the two companies

Increase or decrease

Reduction

Guanglianda 002410, stocks (002410): real control people reduced their holdings of 10 million shares 190 million yuan

Xishui Co., Ltd. 600291, stock bar (600291): New Era Securities has been cleared and reduced

Longyu Fuel 603003, stock bar (603003): Xingzhen Asset Management plans to clear the position to reduce the holding of 5.5% shares

Torch Electronics 603678, shares it (603678): Some Dong Jiangao intends to reduce the company's shares

Overweight

Jiahua Energy 600273, stock bar (600273): not less than 50 million yuan not to exceed 500 million yuan to buy back shares

Watson Bio 300142, stock bar (300142): Industrial Investment Group increased holding 25.93 million shares of Huzhou Tongrui to reduce 45.51 million shares

Jack shares (603337): The actual controller intends to increase the holding of 600,000 shares - 1.75 million shares

Shen SEG 000058, stock bar (000058): the company and the controlling shareholder part of the supervisory high plan to increase holdings of more than 5 million yuan

Bikang Shares (002411): Real controllers increase their holdings of nearly 1.8 million shares of the company

Stop trading

Suspension

Yiyang Xintong 600289, stock bar (600289): planning major events suspended on the 26th

Resumption of trading

Chuanheng Shares (002895): There is no 26-day resumption of trading that should disclose undisclosed matters

Kiel new material 300234, stock bar (300234): termination of planning for major asset restructuring on the 26th resume trading

Tanaka Seiki 300461, stock bar (300461): resumed trading on the 26th

China Wuyi 000797, shares it (000797): intends to transfer 30% stake in Beijing Wuyi 26th resume trading

Hai Purui 002399, stock bar (002399): has responded to the Shenzhen Stock Exchange restructuring inquiry letter, on the 26th from the beginning of the resumption of trading.

Rongrong Group (002622): Termination of major asset restructuring, resumption of trading on the 26th.

Coswood 300192, stock bar (300192): It is planned to purchase a total of 1.7 million shares of Longmen Education with a cash of 19.176 million yuan, and resume trading on the 26th.

Lingyun shares 600480, stocks (600480): Investor briefing session on the issue of the termination of the issue of shares to purchase assets, the resumption of trading on the 26th.

Runda Medical 603108, stocks (603108): termination of major asset restructuring, resumption of trading on the 26th.

New share subscription

Oriental Materials: The purchase code is 732110, the issue price is 13.04 yuan, and the price-earnings ratio is 22.98. The subscription limit is 10,000 shares; the top purchase must be matched with a market value of 100,000 yuan, and the winning payment date is September 28. The company is mainly engaged in the production of raw materials for the flexible packaging industry in China.

Yuhuan CNC: the purchase code is 002903, the issue price is 12.78 yuan, and the price-earnings ratio is 16.44 times. The subscription limit is 10,000 shares; the top purchase must be matched with a market value of 100,000 yuan, and the winning payment date is September 28. The company is specialized in the research and development, production, sales and service of CNC grinding equipment and intelligent equipment.

Overseas dynamics

European and American markets

US stocks closed down European stocks closed up 0.2%

US stocks closed lower on Monday, and technology stocks fell sharply. The Dow closed down 53.5 points, or 0.24%, to 22296.09 points. The Nasdaq fell 56.33 points, or 0.88%, to 6375.59 points. The S&P 500 index fell 5.56 points, or 0.22%, to 2,496.66 points.

European stock markets closed slightly higher on Monday, with the pan-European Stoxx 600 index rising 0.2% to close at 383.90. The German stock market also rose slightly by 0.02%, the DAX 30 index closed at 12594.81 points; the French CAC 40 index fell 0.28% to close at 5267.13 points; the UK FTSE 100 index fell 0.13% to close at 7301.29 points.

Stock stock

China stocks generally fell, SouFun fell nearly 13%

China's concept stocks generally closed on Monday, Baidu fell 2.53% to close at 234.49 US dollars, Jingdong fell 3.40% to close at 40.93 US dollars, Alibaba fell 4.80% to close at 169.59 US dollars; Thunder fell 6.05% to close at 4.35 US dollars, easy car network fell 6.36 % closed at 42.29 US dollars, SMIC fell 6.73% to close at 5.13 US dollars, Renren company fell 6.99% to close at 8.38 US dollars, Leju fell 7.43% to close at 1.62 US dollars, 58 cities fell 12.14% to close at 58.67 US dollars, SouFun It fell 12.82% to close at $3.74.

gold

Gold price climbed 1.08%, hitting the highest closing price in a week

On Monday, gold futures for December delivery on the New York Mercantile Exchange rose $14 to close at $131.50 per ounce, or 1.08%, and recovered about half of last week's decline (down 2.1% last week), hitting 9 The highest closing price since the 15th of the month.

crude

US oil rose more than 3%, oil hit a new high for more than two years

West Texas Light Crude Oil (WTI) futures for November delivery on the New York Mercantile Exchange rose $1.56 on Monday to close at $52.22 a barrel, or 3.08%, the highest closing price since mid-April. Compared with the June low, it has increased by about 22%.

North Sea Brent crude oil futures for November delivery on the London ICE European Futures Exchange also rose 2.16 US dollars to close at 59.02 US dollars per barrel, or 3.8%, the highest closing price in more than two years. The prices of WTI crude oil and Brent crude oil both rose for the fourth consecutive trading day.