Important announcement of listed companies: Baosteel Co., Ltd. intends to increase the price of rare earth concentrate trading price

Author:Securities daily Time:2022.06.24

Tongwei: Yunnan Yuze plans to purchase about 38.5 billion yuan of polysilicon products from the company: plan to invest 14.8 billion yuan an annual output of 40GW single crystal silicon pictorial and supporting production project Baosteel Shares:, Re-signed the rare earth supply contract with the northern rare earth.

An important announcement of Shanghai City: Yunnan Yuze Plan to purchase about 38.5 billion yuan of polycrystalline silicon products Tongwei (600438) to the company, and the company's five subsidiaries (Sichuan Yongxiang polysilicon Co., Ltd., Sichuan Yongxiang New Energy Co., Ltd. , Inner Mongolia Tongwei High Pure Crystal Silicon Co., Ltd., Yunnan Tongwei Gaochen Crystal Silicon Co., Ltd., Sichuan Yongxiang Energy Technology Co., Ltd., hereinafter collectively referred to as "seller") recently signed a polycrystalline silicon long single sales contract with Yuze, Yunnan. According to the contract, the buyer is expected to purchase a total of 161,100 polysilicon products from the seller from 2022 to 2026. For example, according to the latest domestic single crystal tightly materials announced by the China Nonferrous Metal Industry Association's Silicon Industry Branch (June 22, 2022), the average transaction price of 270,400 yuan/ton (tax) calculation is expected to be expected to be about 38.5 billion yuan (excluding included Tax). Machine CNC: It is planned to invest 14.8 billion yuan an annual output of 40GW single crystal silicon stroke crystal and supporting production project. It was 14.8 billion yuan. The project is divided into the second phase of the implementation, and the first phase of the project is expected to be produced in 2023. The project is planned to sign the project investment agreement with the wholly -owned subsidiary Hongyuan New Materials and Baotou Qingshan District People's Government. Baosteel Co., Ltd.: It is planned to increase the price of rare earth concentration ore transaction, and re -sign with the northern rare earth to sign the Rare Earth Essence Supply Contract Baigang (600010) Announcement. From the 1st on the 1st, the price of rare earth concentrates on both sides was adjusted to 39189 yuan/ton (dry quantity, REO = 50%), and REO increased or decreased by 1%, and the tax price increased or decreased by 783.78 yuan/ton (dry quantity) (dry quantity) The total transaction volume of rare earth concentration in 2022 does not exceed 230,000 tons (dry quantity, REO = 50%). Changyuan Group: It is planned to transfer Shanghai Garden Wei 91.76%of the limited partnership. Changyuan Group (600525) announced that the company intends to transfer 9 trading parties including Zhuhai Gold No. 6 equity investment fund partner (limited partnership) to transfer the company held by the company held by the company held by the company held by the company. Science and technology development partnership (limited partnership) 91.7566%of the limited partnership share, totaling 109.6 million yuan. Before and after the transaction, the company and subsidiary Shanghai Guodian held the Shanghai Park Victoria's share to 8.24%. The amount of this transfer will be mainly used to adjust the company's asset -liability structure. Tongrentang: The subsidiary intends to sell the equity of the two companies to Tongrentang Medical and Nursing Tongrentang (600085) Announcement. 49%of Tongrentang South Third Ring Road Pharmacy Co., Ltd. 49%equity was sold to Beijing Tongrentang Medical and Nursing Industry Investment Group Co., Ltd. Colin Electric: The bid for the winning subsidiary of 175 million yuan The entire county distributed photovoltaic power generation project EPC general contracting Corolin Electric (603050) announced, the all -funded subsidiary Shijiazhuang Kelin Electric Electric Electric Equipment Co., Ltd. County distributed photovoltaic power generation project EPC general contractor winning projects. The amount of winning bid was 175 million yuan, accounting for about 8.56%of the company's annual operating income in 2021. Shenma Co., Ltd.: It is planned to build a 120,000 -ton/year BDO project Shenma (600810) announcement. , Account for 39%of the registered capital. The planned construction scale of the joint venture is 120,000 tons/year BDO project, with a construction period of 2 years. On the same day, the subsidiary of the Holding subsidiary planned to establish a joint venture with Jianyuan Coke Corporation to set up the Eldos Shenma Jianyuan Nylon Chemical Co., Ltd.. Construction of 300,000 tons/year of niche two acid projects. Suzhu Nongfa: Investment of 2 billion yuan wholly -owned establishment of Jiangsu Seed Industry Group Suke Nongfa (601952) Announcement, the company intends to contribute 2 billion yuan in the form of equity and currency to establish a wholly -owned establishment of Jiangsu Seed Industry Group, of which a wholly -owned subsidiary is a subsidiary The book value of 100%equity in the Greater China Industry invested 1.11 billion yuan, and the rest invested in currency. Huafeng Co., Ltd.: It is planned to invest 420 million yuan in lightweight high -end high -end new series engine cylinder and cylinder head intelligent manufacturing project Huafeng (605100) announcement. 420 million yuan (including the bottom of the bottom of the bottom) construction of 70,000 sets of lightweight high -end high -end new series engine cylinders and cylinder head production projects an annual output of 70,000 units. The project construction cycle is expected to be 18 months. The announcement of the reduction of Yidelong (603380) announced that Wang Ming, a shareholder holding 18.63%of the shares, plans to reduce its holdings of no more than 3.96%of the company's shares. Gudewei (688390) announced that Lu Hongping, Fang Gang, Lu Jin, and Suzhou Gaoxin Fude Investment Enterprise (Limited Partnership) and its consistent actors planned to reduce their holdings of not more than 3.97%. Baosheng (600973) announced that 8.35%of the shareholders of Xinjiang Union Equity Investment Partnership (Limited Partnership) intending to reduce their holdings of not exceeding 3%of the company's shares.

An important announcement of Shenzhen Road Bridge: The subsidiary won 1.6 billion yuan of project Beixin Road Bridge (002307) announcement. Bei Xincheng, a subsidiary of the company's subsidiary, was determined to be the first phase of the project 5th bidding section (construction) of the first phase of the project (construction) project. People, the amount of winning the bid is 1.6 billion yuan. Jincheng Pharmaceutical: The subsidiary has obtained the announcement of the tobacco monopoly manufacturer licenses Jinsheng Pharmaceutical (300233). Tobacco alkali production enterprise). The permit is the first batch of cigarette -alkali production licenses in China. TEDA Co., Ltd.: The subsidiary plans to invest in the construction of biomass energy and electricity joint project Teda (000652). The total investment of the project is estimated to be 310 million yuan. The construction content of the project is 1x130t/h high -temperature high -pressure biomass water -cooled vibration furnace row boiler+1xc30 high -temperature high -voltage condensed steam turbine generator set, with an annual power generation of 206 million degrees and annual biomass consumption of 260,000 tons. The project operation period is 15 years (including 2 years of construction period). Chuanneng Power: It is intended to acquire 46.5%equity of Dingsheng Lithium industry for 125 million yuan to announce the announcement of Sichuan Neng Power (000155). Equity, this transaction constitutes a connected transaction. After the completion of this acquisition, the company will hold 72%of Dingsheng Lithium Industry, and Dingsheng Lithium Industry has become the company's holding subsidiary. Dingsheng Lithium Industry currently has 15,000 tons of lithium salt capacity, of which 10,000 tons of lithium carbonate and 5,000 tons of lithium hydroxide. South Bolu A: It is planned to issue convertible bonds for not over 2.8 billion yuan for high -pure crystalline silicon project South Bolu A (000012) announcement. The total amount of funds raised by A shares convertible corporate bonds does not exceed 2.8 billion yuan, which is used for annual output 50,000 tons of high -pure crystal silicon projects, supplementary funds and repayment of corporate debt. Palm Shares: Consortium winning the country's rejuvenation demonstration project Palm Co., Ltd. (002431) announcement, the company and the machinery industry sixth design and research institute Co., Ltd., palm building planning and design (Beijing) Co., Ltd., China Construction Fifth Engineering Bureau Co., Ltd. The consortium was identified as the second bidder of the second bidder of "Zhuxian Town Green Life and Rural Revitalization Demonstration Project (Phase I)", with a total investment of 1.396 billion yuan, accounting for 34.50%of the company's audited operating income in 2021; The second bid section is the EPC general contracting of the project. The specific second bid segment involves the contract amount must be subject to the contract. Treasure shares: The proposed increase of not over 720 million yuan for the increase in fundraising for high -end special equipment intelligent manufacturing and other projects (300402) Announcement. It is intended to invest all high -end special equipment intelligent manufacturing projects, the construction project of the Institute of Engineering and Technology, the manufacture of quality and expansion projects of the ship and marine engineering equipment, and supplementary funds and repayment of debt. Buddhist technology: The holding subsidiary intends to invest 499 million yuan to invest and build a polarized film three -phase project, Forman Technology (000973), and the holding subsidiary Weida Optoelectronics plans to invest 499 million yuan in the construction The polarized film third phase project is planned to invest in 3 coating production lines, 2 stretch lines, and support 1 TAC surface treatment production line. Tianyuan Co., Ltd.: Due to formulate a fundraising of not exceeding 2 billion yuan for lithium iron phosphate orthopedic material production and other projects, Tianyuan Shares (002386) Announcement, the total amount of funds raised by non -public issuance of shares does not exceed 2 billion yuan. For annual output of 100,000 tons of iron phosphate orthopedic material production projects; R & D and testing center construction projects; repay bank loans. Energy -saving Ironhan: The consortium led by the subsidiary will bid for 243 million yuan of sewage treatment construction projects (300197). The consortium formed by Jiangxi) Co., Ltd. has been listed as the first bid candidate recommended by the "Hansing District Optoelectronics Industrial Park Sewage Treatment Construction Project". The total investment of the project is 243 million yuan. Shen Tianma A: It is planned to establish a joint venture project company to build the Micro-LED test line Deep Tianma A (000050) announcement. Build a full-process Micro-LED test line from huge amount to display modules. The total investment of the project is 1.1 billion yuan, the registered capital of the joint venture project company is 500 million yuan, the company contributes 180 million yuan, and the joint venture project company holds 36%of the equity. Far Sheng: The company plans to purchase 49%equity of Guangtaiyuan (000890) announcement at 49%of Guangtaiyuan. The company plans to purchase 49%equity of Guangtaiyuan through the issuance of shares. At the same time, the company intends to use the inquiry method to raise supporting funds from non -public offering of not more than 35 specific investors, and the total amount of supporting funds raised is not more than 450 million yuan. After the transaction is completed, the company will directly hold 49%of Guangtaiyuan's equity and indirectly hold 51%of the equity of Guangtaiyuan through Far Winsheng Environmental Technology. Guangtaiyuan will become a wholly -owned subsidiary of the company.

Xinlun New Materials: It is proposed to sell Xinlun New Materials (002341) of the Industrial Park to announce it. It is 280 million yuan. Hunan Development: It is intended to participate in the subscription of Jilin Chemical Fiber Dingdi Development (000722) Announcement. Jilin Chemical Fiber Co., Ltd. intends to issue A -share shares with no more than 35 specific objects. Essence The company intends to participate in the subscription of Jilin chemical fiber non -public issuance shares within the scope of the authorized amount of the board of directors (if the company is provided with Jilin chemical fiber non -public issuance shares, the final subscription amount is subject to the actual distribution). Oriental Electric Heating: It is expected that net profit in the first half of 2022 will increase by 162.16%-227.7%year-on-year Oriental Electric Heating (300217) Announcement. The company is expected to be 120 million to 150 million yuan in net profit in the first half of 2022, a year-on-year increase of 162.16%-227.7%. Reduce holdings of Chengzhi (000990) announcement, shareholders Zhongjijin Investment (Hainan) Investment Co., Ltd.-Zhongjijin Investment-Assets Win-Win No. 22 Private Equity Investment Fund. The concentrated bidding transaction method reduction does not exceed 2.56 million shares (not more than 2%of the total number of company shares). Science and Technology of Science and Technology (300731) announced that the consistent actor of the controlling shareholder and the actual controller Zhoushan Huineng Equity Investment Partnership (Limited Partnership) plans to reduce the total number of shares of the company's shares by centralized bidding and large transactions. , That is, it does not exceed 1.46%of the company's total share capital. ST Guohua (000004) announced that the shareholders Beijing Zhongguancun M & A Mother Fund Investment Management Center (Limited Partnership) -Buoyuan Zhongguancun M & A Mother Fund Investment Center (Limited Partnership) plans During the month, the company's shares were reduced by concentrated bidding and transaction. Yuebo Power (300742) announced that 5.03%of the shareholders Shanghai Qianyi Investment Management Co., Ltd.-Ganxian Value Growth 1 Private Equity Securities Investment Fund plans to reduce the company's shares of not more than 4.23 million shares, accounting for 2.99%of the company's total share capital Essence I know you are "watching"

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