[Important Announcement Express] Zhongtai Automobile issued a clarification announcement, BOE plans to enter Huacan Optoelectronics, and Ai Shide plans to acquire Shanmu New Energy.

  [Good news express]

  Investment merger and acquisition > >

  1 (): The proposed acquisition of 51% equity of Shanmu New Energy extends to the field of new energy lithium batteries.

  2 (): It is planned to establish a partnership to invest in equity projects of enterprises in virtual production and other fields.

  3 (): It is planned to build a lithium carbonate smelting production line with an annual capacity of 50,000 tons.

  4 (): It is planned to acquire 100% equity of De Laser (Langfang) and add high-end equipment manufacturing business in photovoltaic field.

  5 (): It is planned to establish a joint venture company with Guangzhou Automobile Parts to engage in the business of lithium resources and other mineral resources.

  6 (): It is planned to invest 2.443 billion yuan in the Lugu DC scenery and heat delivery project of Jixi base.

  7 (): It is planned to set up a joint venture with () to build an integrated project in lithium dihydrogen phosphate with an annual output of 200,000 tons.

  8. Sinosteel Luonai: The wholly-owned subsidiary transferred 100% equity of Sinosteel Nanjing Environment.

  9. Sunshine Nuohe: It is planned to purchase 100% equity shares of Langyan Life to resume trading.

  Production and operation > > >

  1 (): The company and its holding subsidiaries participated in the procurement of Chinese patent medicines in Beijing.

  2 (): The consortium won the bid of 1.306 billion yuan for Dunhuang water safety and high-quality development project.

  3 (): Received the project designation from two internationally renowned automobile and engine parts manufacturers.

  4 (): The sales revenue of live poultry in October increased by 42.14% year-on-year.

  5 (): Signed a contract for purchasing 3.8 billion yuan of silicon carbide chips.

  6 (): In October, the sales revenue of live pigs was 242 million yuan, up 68% from the previous month.

  7 (): The income from broiler sales in October increased by 49.77% year-on-year.

  8 (): The income from selling pigs in October was 5.474 billion yuan, up 18.69% from the previous month.

  9. Otway: The wholly-owned subsidiary won the bid for the 90 million yuan module pack line project.

  10 (): Consolidated operating income in October increased by 28.21% year-on-year.

  11 (): The wholly-owned subsidiary won the bid for the State Grid procurement project of 133 million yuan.

  12 (): Received the fixed-point notice.

  13. Daquan Energy: signed a contract for the purchase and supply of polysilicon of about 41.511 billion yuan.

  14 (): Tungsten polishing solution products have been ordered by domestic mainstream fabs.

  15 (): The sales revenue of chicken products in October increased by 25.47% year-on-year.

  16 (): In October, the sales volume of new energy vehicles was 101,800, a year-on-year increase of 32.19%.

  Overweight & repurchase > > >

  1 (): It is planned to buy back shares of RMB 500 million to RMB 1 billion.

  2 (): Some Dong Jiangao plan to increase the company’s shares by no less than 1.4 million yuan.

  3 (): Qiu Jianping, the actual controller, increased his holding of 929,000 shares of the company.

  4 (): It is planned to buy back shares at a price of RMB 50 million to RMB 100 million.

  Financing > > >

  1. Zhuoran shares: It is planned to increase the fundraising to the actual controller by no more than 413 million yuan.

  2 (): It is planned to raise no more than 400 million yuan.

  3 (): It is planned to raise no more than 800 million yuan.

  4 (): Rongkun Investment plans to increase its holdings by no more than 200 million yuan.

  Others > > >

  1. Puyuan Jingdian: signed a strategic cooperation agreement with the supply chain of AVIC.

  2 (): The controlling shareholder plans to change the control right, and the stock is suspended.

  3 (): The subsidiary HMZN N2404 senior notes will not pay the relevant interest temporarily.

  4 (): Signed a framework agreement with Daimler Bus (China).

  5 (): Received the patent certificate issued by China National Intellectual Property Administration.

  6 (): The wholly-owned subsidiary received the approval documents of veterinary drugs for two products.

  7. Thai Energy: The affiliated company Haizetan Coal Mine obtained the mining license.

  On the evening of November 6, 8, BOE announced that it planned to subscribe for () private placement of A shares with self-raised funds of no more than 2.1 billion yuan, becoming its largest shareholder, and finally achieving control over listed companies.

  [Investment Hedging Guide]

  Dong gaojian changes > > >

  1 (): Hu Jun, vice chairman, director and president of the company, resigned.

  2. Guoxin Energy: Liu Liantao, vice chairman, director and general manager of the company, resigned.

  Major shareholder > >

  1. Zhongguancun: 1.9% of the company’s shares held by Gome were frozen by waiting list.

  Management > > >

  1 (): The sales volume in October was 226 vehicles.

  2 (): Vehicle sales in October decreased by 70.35% year-on-year.

  3 (): In October, it sold 1,013 vehicles.

  Reduce holdings > > >

  1 (): Hao Guomei intends to reduce his shareholding by no more than 2.99%.

  2. Tianzhun Technology: The controlling shareholder intends to reduce its holdings in block transactions by no more than 1.54%.

  3 (): The two shareholders intend to reduce their holdings by no more than 0.99%.

  4 (): Science City (Guangzhou) Investment Group Co., Ltd. intends to reduce its shareholding by no more than 5%.

  5 (): Shareholder Hangzhou Zhanchuang’s shareholding decreased to 4.99%.

  6 (): Shareholder () reduced its shareholding to 4.9999%.

  7 (): The controlling shareholder and actual controller intend to reduce their holdings by no more than 1.64%.

  8 (): () It is proposed to reduce its shareholding by no more than 1.9%.

  9 (): Huilong Management and Li Huijun intend to reduce their holdings by no more than 1.33%.

  Announcement clarification > > >

  1 (): No large-scale industrialized orders for lithium extraction from salt lakes have been added recently.

  2 (): From January to October, the revenue of lithium-related business accounted for about 0.27%.

  3 (): The related projects of Guoneng Mining have not yet entered the actual production stage.

  4 (): () The sales of related products accounted for 1.36% of the total sales in the first three quarters.

  5 (): At present, there is no matter of introducing advanced power battery technology and establishing a joint venture company.