On the evening of November 13th, the important announcements of the Shanghai and Shenzhen stock markets were the latest bad news and good news highlights.

On the evening of November 13, a number of listed companies issued announcements. The following is a summary of important announcements for investors' reference:

[Good Announcement]

Polyfluoride: Achieve strategic cooperation with Zhidou Auto on various aspects such as equity and procurement

Polyfluoride 002407, the stock bar announced on the evening of November 13, the company and Zhidou Electric Vehicle Co., Ltd. signed a strategic cooperation framework agreement, the company will strategically invest in Zhidou Automobile, the comprehensive data of the operation of the multi-Fluor battery operated by Zhizhi Automobile. We also promise to purchase not less than 10,000 new energy vehicles with multi-fluorinated multi-cell batteries every year from Zhidou Auto; in the case of Zhidou Auto, we will give priority to purchasing products produced by Jiaozuo New Energy, a holding subsidiary of the company. The proportion of the total annual purchase amount is not less than 40%. Zhidou Automobile is a subsidiary company of Geely Company, and its core product is Zhidou Pure Electric Vehicle.

Ping An, China: In the first 10 months, the original insurance contract premium income of Ping An Life Insurance increased by 35.6% year-on-year.

According to data disclosed by China Ping An on the evening of the 13th, from January to October, the original insurance contract premium income of China Ping An Property Insurance Co., Ltd. was 173.8 billion yuan, a year-on-year increase of 22.6%; China Ping An Life Insurance Co., Ltd. original insurance contract premium income 3205.5 100 million yuan, a year-on-year increase of 35.6%; Ping An Pension Insurance Co., Ltd. original insurance contract premium income of 15.85 billion yuan, an increase of 15%; Ping An Health Insurance Co., Ltd. original insurance contract premium income of 1.8 billion yuan, an increase of 173%.

ST-ene carbon: change in the shareholding structure of the controlling shareholder

*ST-ene carbon announced on the evening of November 13, Liu Chengwen, the shareholder of the controlling shareholder Yinji Group, plans to transfer 1.199% of the equity of Yinji Group to Zhongqing Chengtou; the actual controller of the shareholders of Yinji Group Huang Dongpo intends to transfer 100% of the shares held by Guangna Investment to China Youth Travel Service 600138. After this transfer, it is estimated that Zhongqingcheng Investment and its concerted action, China Youth Travel Shandong Investment will hold 70% of the shares of Yinji Group in total, and the actual controller of the company will be changed from Liu Chengwen to the Central Committee of the Communist Youth League.

Lion Head Shares: The controlling shareholder unanimously increased the holding of 8.73% shares to complete the increase plan

Lion Head shares announced on the evening of the 13th, from August 24th to November 13th, the company's controlling shareholder Hairongtian, the shareholder of Shanghai Yuanwei, the concerted action of Chongqing Xiexin Yuanchuang and its wholly-owned holding company increased the total holding of 2007 million Shares, accounting for 8.73% of the company's total share capital, use its own funds of about 367.41 million yuan to complete the increase plan. Note: According to the previously disclosed increase plan, Chongqing Xiexin Yuanchuang Plan has a total increase of not less than 3% of shares from its August 24, 2017 to February 23, 2018, from its wholly-owned holding company. , no more than 9% of the shares.

China Power Construction 601669, stocks: the total amount of new contracts signed in the first 10 months was about 384.6 billion, an increase of 29%.

China Power Construction announced on the evening of November 13, from January to October 2017, the total contract value of the company was approximately 384.584 billion yuan, an increase of 29.03%. Among the total amount of newly signed contracts, the amount of newly signed contracts in China was about 278.168 billion yuan, a year-on-year increase of 39.39%; the value of newly signed contracts abroad was about 106.416 billion yuan, an increase of 8.03%. The total amount of newly signed contracts for water conservancy and electric power business at home and abroad is about 122.963 billion yuan.

Mengcao Ecology: Jointly won the bid of 351 million yuan PPP project

Mengcao Ecology announced on the evening of November 13 that the company led the consortium to win the bid for the “Arpolqi Banner Ecological Restoration Urban Remediation Project PPP Project”. The estimated total investment of the project is 351 million yuan, accounting for 12.29% of the company's 2016 annual revenue.

CICC Environment: It is planned to undertake 800 million yuan sludge treatment project

CICC Environmental Announcement, Jinshan Environmental Protection Co., Ltd., a wholly-owned subsidiary, recently signed an agreement with Nanjing Water to adopt the company's “Solid Low Temperature Composite Membrane Detoxification and Resource Treatment of Sludge and Greenhouse Planting Integration Technology” to treat the pollution generated by the latter wastewater treatment plant. mud. The project plans to build a total scale of 500 tons / day (water content of 80% of the amount of sludge), with an estimated total investment of 800 million yuan.

Tianmao Group: premium income increased by nearly 90% in the first ten months

Tianmao Group 000627, the stock bar announced that the holding subsidiary Guohua Life Insurance accumulated the original insurance premium income from January 1, 2017 to October 31, 2017 was RMB 4,236,217,900. In the same period of last year, the accumulated original insurance premium income was RMB 2,261,814,220, a year-on-year increase of 87.29%.

CNPC Engineering: Signing a $1.52 billion EPC general contract

CNPC announced that China Petroleum Engineering Construction Co., Ltd., a subsidiary of the company (the company indirectly holds 100% of its equity), signed an EPC general contract with the United Arab Emirates ADNOCOnshore for the Bab oilfield complex project with a contract value of approximately US$1.52 billion. . After the implementation of the contract, it will have a certain positive impact on the company's operating income and total profit in the next four years.

Yaxia shares: was recognized as the first batch of "assembly-type industrial building base"

Yaxia shares 002375, the stock bar announced that the company was identified by the Ministry of Housing and Urban-Rural Development as the country's first assembly-type construction industry base. Yaxia shares said that this recognition is the recognition of the company's standardization and industrialization level, marking the company's breakthrough in the process of building decoration assembly. This matter will have a positive impact on the company's market expansion and technology research, and will have no significant impact on short-term performance, and will become a new growth point for the business in the long run.

[bad announcement]

Yi Shida: The real controller intends to increase the holding of not less than 1% of the shares

On November 13th, Yi Shida announced that Liu Zhendong, the company's actual controller, plans to increase the company's shareholding by no less than 1% in the next 12 months. Liu Zhendong’s total direct and indirect shareholding ratio is 22.1%.

Suo Sen: Shareholder Zhang Wei intends to reduce his holdings by no more than 2.44%

Suao Sensing announced that Zhang Wei, a 7.2%-owned shareholder, intends to reduce the total number of shares by a large transaction method and a centralized bidding method within 6 months, and the total share capital of the company is less than 2,298,100 shares. 2.44%.

Nanda Optoelectronics: Shareholder Shanghai Tonghua reduced its holding of 1.06%

Nanda Optoelectronics 300346, the stock bar announced that the company's shareholder Shanghai Tonghua from August 25 to November 10 total reduction of 1.71 million shares, the reduction ratio of 1.06%. After the completion of the reduction, Shanghai Tonghua and its unanimous shareholders held a total of 21.06 million shares, accounting for 13.09% of the company's total share capital.

Jia'ao Environmental Protection: The two shareholders intend to reduce their total holdings by no more than 6.8%.

Jia'ao Environmental Notice, the company's shareholder Lihong Asia plans to reduce its holdings by no more than 3.8 million shares within six months after the three trading days from the date of the announcement, ie not exceeding 5.18% of the company's total share capital. In addition, Zhongxiang Chemical Fiber, a shareholder holding 6.48% of the shares, intends to reduce its holdings by no more than 1,187,500 shares, which is no more than 1.62% of the company's total share capital. In addition, the company announced the results of the online transfer of convertible bonds, with a total of 75,021 winning numbers.

Yunhai Metal: The subsidiary's atmospheric emissions exceeded the standard and was fined 1.95 million yuan

Yunhai Metal 002182, the stock bar announced that the company's subsidiary company Huizhou Yunhai recently received the "Administrative Punishment Decision" from Boluo County Environmental Protection Bureau of Huizhou City. The Boluo County Environmental Protection Bureau tested the atmospheric emissions of Huizhou Yunhai. After the VOC unorganized exhaust gas and odor sampling test, the atmospheric emissions exceeded the emission standards, and the Boluo County Environmental Protection Bureau imposed administrative penalties on Huizhou Yunhai. A fine of 1.95 million yuan. The company and Huizhou Yunhai will immediately carry out rectification and quickly eliminate the adverse effects.

【Major issues】

Best: The major asset restructuring target is not less than 51% equity of Weiwei Storage

Best disclosed the progress of major asset restructuring, the company intends to issue shares and pay cash, purchase "Shenzhen Weiwei Storage Technology Co., Ltd." not less than 51% of the equity, and raise matching funds. According to the company's official website, Weiwei Storage (BIWIN) is engaged in the research, development, production and sales of storage chips. The main products include SSD solid state drives.

Baiyun Mountain: It is planned to purchase part of the shares of Guangzhou Pharmaceutical or realize the holding

Baiyunshan 600332, the stock bar announced that the company is planning a major event, the stock has been suspended since October 31, the matter mainly involves the company intends to buy part of the joint venture Guangzhou Pharmaceuticals in cash, the company currently holds 50% of the shares of Guangzhou Pharmaceutical This transaction is likely to achieve the company's holdings of Guangzhou Pharmaceuticals, and the stock will continue to be suspended from November 14.

Anyuan Coal Industry 600397, stocks: Qingshan Coal Mine is scheduled to close at the end of 2018

Anyuan Coal Industry announced that the company's Qingshan Coal Mine has exhausted resources, poor mining conditions and high security threats. It is planned to be included in the 2018 capacity-reduction and exit plan, and the closed pit will be completed before the end of 2018. It is expected that the company's 2018 operating income will be reduced by about 100 million yuan to 130 million yuan. At present, the company has closed 10 pairs of mines, with a capacity of 2.95 million tons, and a surplus capacity of 3.39 million tons at the end of 2017. After the closure of Qingshan Mine, the capacity was 390,000 tons, and the company's remaining capacity was 3 million tons at the end of 2018.

God fog energy saving: 4.8 billion yuan to build 1.2 million tons of chromium alloy project

Shenwu Energy Savings Announcement, Yongdao New Materials, a wholly-owned subsidiary of the second-level subsidiary, signed an agreement with the government of Bahrain Right Banner of Inner Mongolia Province to invest 4.8 billion yuan to build a 1.2 million-ton chromium alloy project with a land area of ​​about 1,500 mu. In addition, Shenwu Energy Saving, Shenwu Environmental Protection 300156, the stocks each disclosed that the company's major asset restructuring is still in the process of discussion and argumentation, there is still uncertainty, the two companies' stocks continue to be suspended.

Zhongfu Information: Planning for major events

Zhongfu Information announced that the company is planning major events, which may constitute a major asset restructuring. The company's stock will be suspended from trading on November 14th. It is expected to disclose related matters within 10 trading days and resume trading or transfer to other major assets restructuring procedures.

Pingmei Co., Ltd. 601666, shares: The subsidiary plans to purchase 520 million shares of Wuhan Pingjiao Co., Ltd.

Pingmei Co., Ltd. announced that Tianhong Coal Preparation Co., Ltd., a wholly-owned subsidiary of the company, plans to acquire 100% equity of Wuhan Pingjiao Co., Ltd., a wholly-owned subsidiary of Tianhong Coking Co., Ltd., with a transaction price of 523 million yuan. After the transaction is completed, Tianhong Coal Preparation Company will become a complete production and operation unit, which can provide a reliable guarantee for the operation of the coal preparation system. In addition, the company plans to purchase some fixed assets of 125 million yuan from the equipment rental branch of the controlling shareholder.

Guoxuan Hi-Tech 002074, stocks: the proposed share allotment does not exceed 3.6 billion yuan to develop lithium battery projects, etc.

Guoxuan Hi-Tech Announced that the company's share placement is intended to be placed to all shareholders at a rate of 3 shares for every 10 shares. The total amount of funds raised is not more than 3.6 billion yuan. It is intended to be used in the company's new generation of high-power lithium battery industrialization project ( Including Hefei, Qingdao and Nanjing projects, an annual output of 10,000 tons of high-nickel ternary cathode materials and 5,000 tons of silicon-based anode materials projects, with an annual output of 210,000 sets (sets) of new energy vehicle charging facilities and key components projects, An annual output of 200,000 sets of electric vehicle powertrain control system construction projects, engineering research institute construction projects and other projects.

Suning Cloud Business: It is planned to jointly set up a 30 billion logistics real estate fund to reduce the holding of Alibaba's 5.5 million shares.

Suning Yunshang announced on the evening of the 13th that the wholly-owned subsidiary Jiangsu Suning Logistics and Shenzhen Venture Capital will jointly launch a logistics real estate fund. The investment company plans to build, under construction and has built a high standard warehouse logistics facility, and seeks to acquire other market entities. High standard warehouse logistics facilities. The target size of the fund is 30 billion yuan, and the first phase of fundraising is 5 billion yuan. The goal is to achieve a management warehouse scale of 12 to 15 million square meters. The company also plans to sell Alibaba shares no more than 5.5 million shares, which is not more than 0.22% of its total share capital. After the completion of the sale, the shareholding in Alibaba is 0.82%.

Yufu shares: plans to acquire RMB 49 million to acquire 49% equity of Zhihang New Energy to enter the production and sales of lithium batteries

On November 13th, Yufu shares announced in the evening. On the 13th, the company signed an agreement with Jiangsu Zhihang New Energy Co., Ltd. and Zhifei New Energy's shareholder Zhou Fazhang on the acquisition of a 49% stake in Jiangsu Zhihang New Energy Co., Ltd. The company intends to acquire a 49% stake in Zhihang New Energy held by Mr. Zhou Fazhang at a price of RMB 1.08 billion. After the completion of the acquisition, Zhihang New Energy will become a wholly-owned subsidiary of the company. The business scope of Zhihang New Energy is: production and sales of lithium batteries; self-operated and agent import and export business of various commodities and technologies.

Lin Yang Energy stock trading abnormal fluctuations and risk tips

On November 13th, Lin Yang Energy announced in the evening that as of today's close, the company's convertible bonds closed at 120.55 yuan, an increase of 20.55%, and the accumulated transaction amount was 1.158 billion yuan. The company's stock has closed more than 20% of its closing price increase for three consecutive trading days. The company has disclosed its 2017 business plan in its 2016 annual report. It is estimated that the company's business target for 2017 is to achieve operating income of 3.5 billion yuan and net profit of 700 million yuan. Whether the company can achieve or exceed the completion depends on various factors such as the national macro-policy and changes in market conditions, and there is a risk that the operating results in 2017 will not meet expectations. At present, China's photovoltaic industry has certain dependence on government support policies. If the support intensity is weakened in the future, it will have an adverse impact on the company's operating performance.

(Editor: Chen Xiaowei HF093)