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Hangzhou Iron and Steel Co., Ltd.: It has nothing to do with core technologies such as the development and application of DeepSeek system

Hangzhou Iron and Steel Co., Ltd. (600126) issued a clarification announcement on the evening of February 5, saying that the company has paid attention to the relevant reports in the media about the deployment and adaptation of the subsidiary DeepSeek, and now clarifies the relevant situation: the company's main business is the production and sales of steel and its rolled products, and the operating income of steel and related businesses accounts for more than 90% of the total, and the company's main business will not change in the short term; The company has nothing to do with the development and application of core technologies such as the DeepSeek system, and has no business dealings with Hangzhou DeepSeek Artificial Intelligence Basic Technology Research Co., Ltd.

360: The company does not provide any services to DeepSeek for the time being

360 (601360) announced on the evening of February 5 that under the ecological environment of DeepSeek based on the MIT open source protocol, some of the company's products have been connected and localized deployed by DeepSeek; The Company does not provide any services to DeepSeek at this time.

Huajin Capital: Neither the funds managed by the Company nor its subsidiaries participate in the DeepSeek financing

Huajin Capital (000532) disclosed on the evening of February 5 that there were rumors on some social platforms that the company "indirectly participated in the DeepSeek Pre-A round of financing", and then some media classified the company's shares as "DeepSeek concept stocks", which attracted the attention of the capital market. After verification, neither the company (including its holding subsidiaries) nor the funds managed by the company's subsidiaries participated in the financing of DeepSeek. Investors should pay attention to identifying the source of news, make rational judgments, invest cautiously, and pay attention to risks.

Jikai shares: robot-related business income has a limited impact on the company's short-term performance

Jikai shares (002691) disclosed on the evening of February 5 that the announcement of stock trading changes said that some media listed the company as a "robot concept" related stocks, and as of now, related business income has a limited impact on the company's short-term performance. Investors are advised to invest rationally and pay attention to investment risks.

Guangguang Media: From "Nezha's Demon Boy in the Sea", the revenue is 950 million to 1.01 billion yuan

Guangguang Media (300251) announced on the evening of February 5 that the film "Nezha's Demon Boy in the Sea" produced and distributed by the company and its subsidiaries has been released in Chinese mainland since January 29. As of February 4, the company's operating income from the film ranged from about 950 million yuan to 1.01 billion yuan.

Beijing Culture: From the movie "Fengshen Part II", the revenue is 90 million to 120 million yuan

Beijing Culture (000802) announced on the evening of February 5 that the film "Fengshen Part II: War Xiqi" produced, produced and distributed by the company has been released in Chinese mainland from 9 o'clock on January 29. As of February 4, the company's operating income from the film was about 90 million yuan to 120 million yuan.

Huace Film and Television: The revenue from the film "Tang Detective 1900" is 2.29 million to 3.1 million yuan

Huace Film and Television (300133) announced on the evening of February 5 that the film "Tang Detective 1900" (hereinafter referred to as "the film") invested by Shanghai Huace Film Co., Ltd., a wholly-owned subsidiary of the company, has been released in Chinese mainland since January 29. As of February 4, the company's operating income from the film ranged from about 2.29 million yuan to 3.1 million yuan.

Cixing shares: terminate the planning to purchase assets, and the stock will resume trading tomorrow

Cixing shares (300307) announced on the evening of February 5 that the company's shares have been suspended since the market opened on January 15 due to the planning to issue shares and pay cash to purchase a controlling stake in Wuhan Minsheng New Technology Co., Ltd. and raise matching funds. After discussion and research by the relevant parties of the transaction, it was decided to terminate the planning of the transaction, and the company's shares will resume trading from the opening of the market on February 6 (Thursday).

Ryoden Electric Control: It is planned to purchase 98.43% of the shares of Aoyix and resume trading on the 6th

Ryoden Electronic Control (688667) disclosed the restructuring plan on the evening of February 5, the company intends to issue shares and pay cash to purchase 98.43% of the shares of Jiangsu Aoyi x Automotive Electronics Technology Co., Ltd. (hereinafter referred to as "Aoyix"), and the transaction price has not yet been determined. Both the company and Aoyi are engaged in the business of automotive power electronic control systems, and the two sides have synergies in many aspects. After the completion of this transaction, it is conducive to the integration of market resources between the two parties to form a joint force and promote the domestic substitution of EMS products; It is conducive to the integration of the supply chain system between the two parties and the improvement of the company's profitability. The company's shares resumed trading on February 6.

Juju Shun: It is proposed to acquire 14% of the equity of Juju Shunluhua, a holding subsidiary

Juju Shun (605166) announced on the evening of February 5 that the company intends to acquire 14% of the equity of Juju Shunluhua held by minority shareholders of its holding subsidiary, Shandong Juju Shunluhua New Materials Co., Ltd. (hereinafter referred to as "Juju Shunluhua"), for 112 million yuan. Upon completion of the transaction, the Company will hold a 65% stake in Convergence Shunluhua. As an important holding subsidiary of the company, Polymeric Shunluhua is mainly engaged in the research and development, production and sales of nylon 6 chips.

Shenlian Biotech: The subsidiary plans to increase its capital to obtain 20.48% of the equity of Shizhiyuan

Shenlian Biotechnology (688098) announced on the evening of February 5 that the company intends to increase or borrow money from its wholly-owned subsidiary, Shanghai Bentiancheng Biopharmaceutical Co., Ltd. (hereinafter referred to as "Bentiancheng"), and Bentiancheng will subscribe to the new registered capital of Yangzhou Shizhiyuan Biotechnology Co., Ltd. (hereinafter referred to as "Shizhiyuan") with 60 million yuan, and after the completion of the capital increase, the company indirectly holds 20.48% of the equity of Shizhiyuan through this Tiancheng, and Shizhiyuan has become the company's shareholding company. For the synthetic peptide and peptide drugs to be developed in the future, the company will provide exclusive and exclusive contract production services for it, and if the stock solution or preparation of other drugs (including monoclonal antibodies) of the world is outsourced at that time, the company should be given priority to provide process scale-up and contract production services.

Shijia Photonics: The industrial fund signed a framework agreement to purchase 53% of the shares of Fukexima

Shijia Photonics (688313) announced on the evening of February 5 that Henan Hongqi Optoelectronics Industry Fund Partnership (Limited Partnership) (hereinafter referred to as "Hongqi Optoelectronics Fund") signed an equity transfer framework agreement with Zhishang Technology, intending to purchase 53% of the equity of Dongguan Fukexima Communication Technology Co., Ltd. (hereinafter referred to as "Fukexima") held by Zhishang Technology at a cash consideration of 326 million yuan. As a limited partner of Hongqi Optoelectronics Fund, the company subscribed and contributed 160 million yuan, with a capital contribution ratio of 39.8%, through Hongqi Optoelectronics Fund, the company indirectly invested in Fukexima, which is conducive to the company to maintain the stability of the continuous supply of MT ferrules.

Kede CNC: Net profit in 2024 will be 130 million yuan, a year-on-year increase of 27.91%.

Kede CNC (688305) released a performance express report on the evening of February 5, achieving a total operating income of 605 million yuan in 2024, a year-on-year increase of 33.88%; net profit was 130 million yuan, a year-on-year increase of 27.91%; Basic earnings per share was 1.32 yuan. During the reporting period, the company's sales orders grew rapidly, product sales diversified, in addition to high-end CNC machine tool products such as five-axis vertical machining centers, five-axis horizontal mill-turn compound machining centers, five-axis horizontal machining centers, and new sales orders for flexible automated production lines.

Jiaocheng Ultrasound: The net profit in 2024 will be 84.7591 million yuan, a year-on-year increase of 27.37%.

Jiaocheng Ultrasound (688392) released a performance express report on the evening of February 5, and the company will achieve a total operating income of 583 million yuan in 2024, a year-on-year increase of 11.03%; net profit was 84.7591 million yuan, a year-on-year increase of 27.37%; Basic earnings per share was 0.75 yuan. During the reporting period, the company's operating profit increased by 30.68% year-on-year, mainly due to the growth of the company's equipment batch shipments and accessories in the fields of wire harness connectors, semiconductors, etc., the income from asset disposal and the receipt of government subsidies.

Bank of Hangzhou: net profit in 2024 will be 16.983 billion yuan, a year-on-year increase of 18.08%.

Bank of Hangzhou (600926) released a performance report on the evening of February 5, achieving operating income of 38.381 billion yuan in 2024, a year-on-year increase of 9.61%; net profit was 16.983 billion yuan, a year-on-year increase of 18.08%; Basic earnings per share was 2.74 yuan.

Qilu Bank: Net profit in 2024 will be 4.986 billion yuan, a year-on-year increase of 17.77%.

Qilu Bank (601665) released a performance express report on the evening of February 5, achieving operating income of 12.496 billion yuan in 2024, a year-on-year increase of 4.55%; net profit was 4.986 billion yuan, a year-on-year increase of 17.77%; Basic earnings per share was 0.97 yuan. As of the end of 2024, the company's non-performing loan ratio was 1.19%, a decrease of 0.07 percentage points from the beginning of the year, and the provision coverage ratio was 322.38%, an increase of 18.8 percentage points from the beginning of the year.

Galaxy Electronics: The controlling shareholder intends to increase its shareholding by 20 million to 40 million yuan

Galaxy Electronics (002519) announced on the evening of February 5 that the company's controlling shareholder, Galaxy Electronics Group Investment Co., Ltd., plans to increase its holdings of the company's shares within 6 months from February 6, with a cumulative increase of not less than 20 million yuan and no more than 40 million yuan.

Juneyao Airlines: plans to repurchase the company's shares for 250 million to 500 million yuan

Juneyao Airlines (603885) announced on the evening of February 5 that the company intends to repurchase shares for 250 million yuan to 500 million yuan for employee stock ownership plans or equity incentives, and the repurchase price does not exceed 15.8 yuan per share (inclusive).

Shengde Xintai: raised the upper limit of the repurchase price to 40 yuan per share

Shengde Xintai (300881) announced on the evening of February 5 that in view of the recent fact that the company's stock price continues to exceed the upper limit of the repurchase price proposed by the share repurchase plan, the company will adjust the upper limit of the repurchase price from 21.46 yuan / share to 40 yuan / share. In addition, the other contents of the share repurchase plan remain unchanged.

Dongfang Zhongke: Directors and others will reduce their holdings of the company by no more than 3% in total

Oriental Zhongke (002819) announced on the evening of February 5 that the company's director Xu Yan, deputy general manager Zhang Qiming and Dalian Financial Industry Investment Group Co., Ltd., a shareholder of 12.68%, will reduce their holdings of the company by no more than 3%.

Zhongbei Communication: Won the bid for about 357 million yuan for the procurement project of the county intelligent computing center

Zhongbei Communication (603220) announced on the evening of February 5 that the company participated in the bidding of the project of "Software and Hardware Equipment and Integrated Service Procurement of Xinjiang Hami Yiwu County Intelligent Computing Center Project" of Jinkai Xinneng Yiwu Digital Technology Co., Ltd., and recently received a transaction notice, with a total transaction amount of about 357 million yuan.

Samsung Medical: The subsidiary won the bid for about 309 million yuan of Guodian power procurement project

Samsung Medical (601567) announced on the evening of February 5 that the company recently received a notice of winning the bid from its wholly-owned subsidiary, Oaks Intelligent Technology, in the "Guodian Power 2025-2026 New Energy Project Box Transformer Equipment Framework Procurement Public Bidding" project, with a total bid of about 309 million yuan, accounting for 2.7% of the company's total operating income in 2023.

Aerospace Technology: Signed long-term supply agreements with overseas customers with a total amount of about 473 million yuan

Aerospace Technology (688239) announced on the evening of February 5 that the company recently signed a long-term supply agreement with an international commercial aircraft engine customer (hereinafter referred to as "an overseas customer"). Based on the agreement, an overseas customer will purchase a total of about 65 million US dollars (about 473 million yuan) of aero engine forging products from the company from 2025 to 2030.

Asia-Pacific Co., Ltd.: Designated by a large automobile group, the total sales are expected to be about 1 billion yuan

Asia-Pacific Co., Ltd. (002284) announced on the evening of February 5 that the company recently received a fixed-point notice from a large domestic automobile group that the company will provide integrated brake control module (IBS onebox) products for the customer's two new energy models. According to the customer's plan, the life cycle of the above project is 5 years, and mass production is expected to start in the first quarter of 2026, with a total life cycle sales of about 1 billion yuan.

Fengmao shares: the total sales of the customer project is expected to be about 170 million yuan

Fengmao Co., Ltd. (301459) announced on the evening of February 5 that the company recently received a supplier designation notice email issued by a well-known domestic car company (hereinafter referred to as "the customer"), and the company will develop and supply battery pipelines, motor pipelines and battery buffer products for a new energy vehicle of the customer. According to the customer's planning, the life cycle of the fixed-point project is 7 years (2025-2031), and the total sales volume in the life cycle is expected to be about 170 million yuan (of which the sales amount of battery pipelines and motor pipelines is expected to be 70 million yuan, and the sales amount of battery buffer products is expected to be 100 million yuan).

Wuzhou Special Paper: It is planned to invest 2.94 billion yuan in the construction of a chemical pulp project with an annual output of 600,000 tons

Wuzhou Special Paper (605007) announced on the evening of February 5 that Wuzhou Special Paper (Jiangxi), a wholly-owned subsidiary of the company, plans to invest 2.94 billion yuan to build a chemical pulp project with an annual output of 600,000 tons, and the total construction period is expected to be 30 months.

Conch Cement: Terminated the subscription of non-public shares of Western Construction

Conch Cement (600585) announced on the evening of February 5 that the company signed a termination agreement with Western Construction on the same day, stipulating that the company and Western Construction would terminate the performance of the "Conditional Effective Stock Subscription Agreement", and the company would no longer participate in the subscription of Western Construction's non-public issuance of A shares. The termination of the subscription will not have any adverse impact on the existing cooperation between the Company and Western Construction.

Editor-in-charge: Peng Bo

Proofreading: Peng Qihua