A number of listed companies in the Shanghai and Shenzhen stock exchanges issued important announcements on the evening of April 16. The following is a summary of good news:
Construction in the middle of the building: joint pre-winning 1.476 billion yuan PPP project
China Construction (002822) announced on the evening of April 16 that the bidding consortium formed by the company and Nantong Second Construction (the leader of the consortium) became the first successful bidder for the construction of PPP project in Jincheng County Dongcheng Hospital. The total investment is about 1.476 billion yuan.
Tenda Construction: winning the bid of 1.17 billion yuan for major projects
Tenda Construction (600512) announced on the evening of April 16 that the company became the winning bidder of the “Shenyang-Fuyang Intercity Railway Engineering Civil Construction SGHF-9 Section” project, with a bid price of 1.17 billion yuan, accounting for approximately 2017 audited operating income of the company. 32.6%.
Nanyang shares: wholly-owned subsidiaries won the bid for 5 cable projects
Nanyang Co., Ltd. (002212), a wholly-owned subsidiary of Guangzhou Nanyang, won the bid for the second batch of frame materials for the main network of 2017. The Guangdong Power Grid 2018 medium and low voltage cable, low voltage wire and other materials framework bidding project, Shenzhen Power Supply Bureau Co., Ltd. 2018 Annual 10kV cross-linked cable (flame-retardant type) framework bidding project, Guangzhou Power Supply Bureau Co., Ltd. 2018 first batch distribution network material framework bidding project, Guangdong Power Grid 2018 10kV anti-termite cross-linked cable frame bidding project, etc. 5 cables project. As of the date of this announcement, the cumulative amount of the contract signed by Guangzhou Nanyang and received the original contract was 190,600,500 yuan. According to the announcement, the total amount of the contract signed in this batch accounted for 6.30% of the company's 2016 audited total operating revenue. The performance of the contract is expected to have a certain positive impact on the company's 2018 operating results.
Tiehan Ecology signed a municipal road PPP project contract
Tiehan Ecology (300197) announced on the afternoon of April 16 that the company and its wholly-owned subsidiary Tiehan Ecological Construction Co., Ltd. and China Communications Second Navigation Engineering Survey and Design Institute Co., Ltd. won the bid of “Quanzhou Core Valley” Nan'an High-tech Park Municipal Administration. Road PPP project (Project Pack 1). Recently, the company received a project contract for the project. The bidder of the project is Nan'an Municipal Public Utilities Administration. The project investment is estimated at 117.04 million yuan, and the amount of the project undertaken by the company is about 905.01 million yuan. The project construction period is 2 years, the operation period is 13 years, and the project cooperation period is 15 years. According to the company, the amount of the company's undertaking projects accounted for 19.79% of the company's 2016 audited operating income of 4.573 billion yuan. After the successful implementation of the project, it is expected to have a positive impact on the company's annual operating results for 2018 and beyond.
Kuncai Technology: From June 1st, the price of some series of products will be raised.
Kuncai Technology (603826) announced on the evening of April 16th that after research, it decided to raise the ex-factory price of some series of products from June 1, 2018, with an increase of 5%. The adjustment of the price of some products of the company this time will not have a significant impact on the company's 2018 financial indicators.
Wanye Enterprise: intends to purchase the equity of Shanghai Kai Shitong Semiconductor Co., Ltd.
Wanye Enterprise (600641) announced on the evening of April 16 that the company is planning to purchase shares of Shanghai Keystone Semiconductor Co., Ltd. by issuing shares and paying cash to Kingstone Technology HongKong Limited. The company's stock was suspended from the 17th.
Huaxia Happiness: Some directors and senior executives plan to spend 55 million yuan to increase their shareholdings
Huaxia Happiness (600340) announced on the evening of April 16th that based on the current understanding of the capital market situation and the continued optimism of the company's future development prospects, some of the company's directors and senior executives plan to increase their holdings with their own funds within three months. Shares, the proposed increase in holdings is 55 million yuan.
Jinlei Wind Power: No more than 590 million yuan to build a wind power spindle casting and forging project
Jinlei Wind Power (300443) announced on the evening of April 16 that in order to implement the vertical integration development strategy, the company plans to invest in the construction of 8000 MW-class wind power main shaft casting and forging projects in Laiwu City, with a total investment of not more than 590 million yuan.
The concept of Hainan Free Trade Zone broke out as scheduled! The concept of horse racing and online lottery has risen synchronously, and the market around Hainan is fermenting!
Benefiting from the positive impact of Hainan's deepening reform and opening up policy, Hainan's local stocks shined today. The sector index rose 5.24%, significantly ahead of other regions, and set the biggest one-day gain in the sector in the past two years.
On the disk, 16 Hainan local stocks opened directly to the daily limit. At the close, in addition to the suspension of shares, Hainan local stocks were all red, 21 shares were blocked and the momentum was comparable to last year's hot Xin'an new district concept.
Recently, the State Council's "Guiding Opinions on Supporting Hainan's Comprehensive Deepening of Reform and Opening-up" clearly stated that by 2020, important progress will be made in the construction of a free trade pilot zone, and international openness will be significantly improved. By 2025, the free trade port system will be initially established. The business environment has reached the domestic first-class level; encourage the development of beach sports, water sports, horse racing and other projects, support the creation of national sports tourism demonstration zones; explore the development of quiz-type sports lottery and large-scale international events that open lottery tickets.
In this context, the concept of long-awaited horse racing and online lottery has re-energized today, and the local stocks in Hainan have risen sharply, becoming the main force of the Shanghai and Shenzhen stock markets.
Concept stocks are coming out
Subject matter speculation, leading stocks are a topic that cannot be avoided, not only because of the leading effect of leading stocks, but also because of the factors that have stronger sustainability. When selecting the leading stocks, the amount of the daily limit and the closing time are one of the more important reference factors.
From today's disk, Hainan's local stocks, 12 stocks, the daily limit, including Haima Motor, Dadonghai A, Luo Niushan, etc.; multi-strand intraday shocks after the daily limit, such as China Tungsten High-tech, Jingliang Holdings, Shuangcheng Pharmaceutical industry, etc.
Judging from the daily limit of the daily limit, the 6-day limit of the daily limit is more than 100 million yuan, which are Luo Niushan, Straits, Hainan Ruize, Hainan Express, Hainan Rubber and HNA Innovation.
Luo Niushan's daily limit was 724,000 contracts, with a total investment of 788 million yuan. Luo Niushan is the leading animal husbandry enterprise with the largest scale and supporting industrial system in Hainan Province. It has established ten supporting systems including animal breeding industry and breeding of livestock and poultry products, forming a complete industrial chain.
There were 178,000 contracts for the daily limit of the shares of the Straits, with an estimated capital of 674 million yuan, and its latest closing price hit a record high. The company is the backbone shipping enterprise of passengers and goods entering and leaving the island of Hainan Province. It is the first shipping company to introduce foreign passenger rolling ships in China. It mainly operates the Nanhai passenger rolling transportation business centered on Hainan Province. The passenger rolling capacity and capacity have been stable in the South China Sea for many years. The passenger rolling market is the first.
Among the horse racing concept stocks, HNA Innovation, Zhujiang Industry and Hualian Comprehensive Super League have a daily limit, and HNA has innovated a daily limit of 300,000 contracts, with a total investment of 149 million yuan. It is worth noting that HNA Innovation is also a local share of Hainan, which is mainly engaged in tourism catering service business and development, construction, operation and investment of scenic spots.
Among the online lottery concept stocks, Hongbo shares have a daily limit, while Guangdong Media and Tianyin Holdings have a daily limit after the intraday volatility. Hongbo shares have a daily limit of 160,000 contracts, with a total investment of 229 million yuan. Hongbo's share business covers lottery thermal ticket and instant bill printing, color seed research and development and electronic lottery operations, ticket products and high-end packaging printing, RFID smart labels and Internet of Things services.
Listed companies respond to Hainan business layout
The concept of Hainan Free Trade Zone is currently becoming the focus of the market. With the further implementation of relevant policies, listed companies with business layout in Hainan may benefit from it.
Data Bao has found out that many listed companies have responded to investors' questions by combing the latest news of the Shenzhen Stock Exchange. The details are as follows:
New Hualian (000620)
Question: Hainan is about to become China's Hawaii. How much land does your company have in Hainan?
Reply: Hello! The company currently has two real estate projects in Lingshui and Sanya, Hainan, including residential, apartment, commercial, hotel, etc. The specific land area can be found in the 2017 annual report.
Three Special Cableway (002159)
Question: Does your company have plans to develop beach sports in Hainan?
Reply: Hello, the company's subsidiary Hainan Romantic Tianyuan Sea Tourism Co., Ltd. is mainly responsible for the construction and operation of the beach expansion project around the Monkey Island Scenic Spot.
Wanda Information (300168)
Question: Is there a business in Hainan?
Reply: “Coconut City Minyun”, which was built by Wanda Information, was officially launched on December 14, 2017 to serve the citizens of Haikou. In addition, the company has operations in Hainan's smart government, health care and health. Thank you!
Digital Zhengtong (300075)
Question: Does the company conduct business in Hainan or plan to start business in Hainan?
Reply: The company has a long-term layout in Hainan Province and has extensively carried out business in various cities, including the construction of Haikou City and Sanya City Digital City Management System. In the future, we will increase market expansion and contribute more power to Hainan's development.
Pubang shares (002663)
Question: Does the company have business in Hainan?
Reply: The company has established Hainan Branch, which has business in Hainan and has excellent landscape projects.
Ling Xiao Pump Industry (002884)
Question: Does the company have any business in Hainan, how many?
Reply: At present, Hainan sells pumps mainly for agriculture and marine aquaculture. In the entire Hainan pump market, our company sells products at the forefront.
Donghua Software (002065)
Question: Does your company have a system or software project for building e-government in Hainan? What are the plans for supporting the platform on the cloud in Hainan enterprises?
Reply: Since the signing of the strategic cooperation agreement with the Hainan Provincial Government in 2014, Donghua Software has begun to deploy Hainan's big data and big health industry, investing more than 1 billion yuan, and built the Donghua South Base, the regional medical cloud computing service center, and the Internet financial operation. Center, smart city integrated solution platform, training center, exhibition center, etc. In May 2017, the Sanya Yungang Big Data Center was built, and the investment in the healthy music medical SAAS platform was launched. In February 2018, the Bozhou Xueliang project was won. In the second half of this year, the Donghua Sanya Cloud Computing Industrial Park will also start construction.
Today's after-sales stone-colored announcement of the refining of the non-ferrous mining company.
The Central and South West Coast is funded by Zhongnan Construction 000961 for 10 billion yuan. It is jointly planned and constructed by the British Hele Group, Shanghai Modern Group Planning Institute and Dadi International Architects. The project covers an area of 7,500 mu with a total construction area of about 7 million square meters.
603,727 broken new shares, it is worth paying attention to low price intervention
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