Selected A-share announcements | Proposed shares to purchase shares in Zhongxi Liangshan China Rare Earth (000831.SZ) will be suspended from the opening of the market on November 2
Today's focus
1. China Rare Earths: Proposed issuance of shares to purchase shares in Zhongxi Liangshan. Trading will be suspended from the opening of the market on November 2
China Rare Earth (000831.SZ) announced that the company received the “Notice on Planning Major Asset Restructuring Matters” from the controlling shareholder China Rare Earth Group Co., Ltd. on October 30, 2026. The company intends to purchase shares of Zhongxi (Liangshan) Rare Earth Co., Ltd. and raise supporting capital by issuing shares. The transaction is expected to constitute a major asset restructuring, a related transaction, and not a restructuring listing; the specific plan is subject to the restructuring plan or restructuring application disclosed later; as a result, the company's shares will open on November 2, 2026 Trading will be suspended from the beginning of the market. It is expected that the trading plan will be disclosed within no more than 10 trading days (that is, before November 16, 2026). If not disclosed as scheduled, the stock will resume trading and plans for related matters will be terminated at the latest from the opening of the market on November 16.
2. Traffic Control Technology: Chairman Gao Chunhai was suspended and resigned, and the vice chairman acted in his place
Traffic Control Technology (688015.SH) announced that the company received a notice from the relevant supervisory committee that Chairman Gao Chunhai was placed on hold for personal reasons; the board of directors received his written resignation report on the same day, applying to resign as chairman, director, and chairman of the board strategy committee, and remained the company's chief scientist after his resignation; this resignation did not result in the number of board members falling below the legal minimum. The company has considered and approved the nomination of Vice Chairman Deng Aiqun to perform the duties of Chairman, Legal Representative, and Chairman of the Board Strategy Committee.
3. Shennan Electric A: It plans to acquire 51% to 70% of Tianhe Tracking's shares in cash, constituting a major asset restructuring
Shennan Electric A (000037.SZ) announced that the company signed an “Share Acquisition Intent Agreement” with Tianhe Solar (Changzhou) Technology Co., Ltd. and Tianhe Solar Energy Co., Ltd. to purchase no less than 51% and no more than 70% of the shares of Tianhe Pioneer PV Mounting (Jiangsu Changzhou) Co., Ltd. held by Tianhe Technology by means of cash payments. The target company will be included in the scope of the company's consolidated statements after the transaction is completed; this transaction is expected to constitute a major asset restructuring, not involving the issuance of shares, and will not result in a change in the controlling shareholders and actual controllers;, A formal agreement has not yet been signed, and there is still uncertainty about whether it can be reached.
4. Bank of Shanghai: Baoneng ended the 2.58 billion yuan loan dispute
The Bank of Shanghai (601229.SH) announced that in the case between the Shenzhen branch and Shenzhen Togis Technology, Shenzhen Logistics, Baoneng Investment, Baoneng Holdings and Yao Zhenhua's financial loan contract dispute, the court ruled to terminate the execution procedure; the principal amount of the loan involved in the case was 2.58 billion yuan and corresponding interest, penalty interest, and compound interest. The company is the executor of the application, and this lawsuit will not have a significant impact on the company's current or future profits.
5. Huaxin Construction: Brazilian cement asset acquisition signed an exclusive agreement, with a corporate value of R$12.7 billion
Huaxin Construction Materials (600801.SH) announced that the company and Brazil's National Steel Company (CSN) signed an “exclusive agreement” on October 30, 2026, granting the company exclusive negotiation rights within a certain period of time. The two parties intend to sign a final transaction document on the company's acquisition of CSN Cimentos Brasil S.A. (CSN Cimentos Brasil S.A.) shares held by CSN. The agreement stipulates that the target company's enterprise value is R$12.7 billion; the transaction still needs to sign formal transaction documents and complete relevant domestic and international approval procedures. Uncertainty.
6. *ST Qingyue: Four current executives received administrative penalty decisions, and financial data in the IPO prospectus were falsely recorded
*ST Qingyue (688496.SH) announced that 4 people, including Gao Yudi, the company's then-chairman and general manager, received the “Administrative Penalty Decision” from the China Securities Regulatory Commission on October 28, 2026. It was discovered that the company made up major false content in the announced securities issuance documents, falsely recorded financial data in the prospectus, and inflated total profit from 2020 to the first half of 2022 by undercounting inventory, price reduction preparations, false sales of chips, etc.; the company already touched on the Science and Technology Innovation Board trading category on September 10, 2026 In the case of mandatory delisting, stock trading was suspended from September 11, and advance notice of termination of listing was received from the Shanghai Stock Exchange.
7. Guosheng Technology: Added 53.1485 million yuan in lawsuits and arbitration for 12 consecutive months, accounting for 17.10% of net assets
Guosheng Technology (603778.SH) announced that in addition to the disclosed matters, the company and its wholly-owned and holding subsidiaries added a total of 53.148,500 yuan in lawsuits and arbitration for 12 consecutive months, accounting for 17.10% of the company's latest audited net assets; the wholly-owned subsidiary Jiangsu Qianjing Ruike New Energy recently received a court summons. The plaintiff is Yingkou Jinchen Machinery Co., Ltd., and the company is mostly in the position of defendant. The first trial of the above cases has not yet been heard, and the final outcome is uncertain.
8. Huabao Xinneng: Acquired 100% of Germany's shares in Yuma for 12.5 million euros
Huabao Xinneng (301327.SZ) announced that the wholly-owned subsidiary Jackery Technology GmbH plans to acquire 100% of Yuma GmbH's shares held by Yuma Holding GmbH with its own capital of 12.5 million euros (equivalent to about RMB 93.49 million). After the transaction is completed, the bid company will become a wholly-owned subsidiary of the company and included in the scope of consolidated statements; this transaction does not constitute a related transaction, nor does it constitute a major asset restructuring, and still needs to be submitted to the company's shareholders' meeting for consideration.
Operating performance
1. Sailun Tire: Tire sales in the third quarter increased 14.25% year on year, and revenue increased 8.62% year on year
Sailun Tire (601058.SH) announced that it had revenue of 10.858 billion yuan in the third quarter, of which 10.740 billion yuan was revenue from tire products.
2. Current World History: The province's revenue of 7.619 billion yuan in the first three quarters decreased 4.22% year on year
According to the 603369.SH announcement, revenue from outside the province was 901 million yuan, up 12.04% year on year, and special A+ products fell 8.12%.
Repurchase & increase or decrease holdings
1. Xinyisheng: The first repurchase of 975,653 shares, with a total transaction amount of about 200 million yuan
Xinyisheng (300502.SZ) announced that the transaction price was 196.97 yuan to 213.27 yuan/share, and the total repurchase plan was 800 million yuan to 1 billion yuan.
2. Ziguang Guowei: Chairman Chen Jie proposed a repurchase of 500 million yuan to 700 million yuan
Ziguang Guowei (002049.SZ) announced that the repurchase of shares is used for equity incentives or employee stock ownership plans, and the period is within 12 months.
3. Lao Fengxiang: Plans to repurchase 4 million shares to 8 million B shares and cancel them, with an amount of 100 million yuan to 200 million yuan
Lao Fengxiang (600612.SH) announced that the repurchase price did not exceed 3.707 US dollars/share, and the funding source was the company's own funds.
4. Gospell: 2.1 million shares held by the controlling shareholder were judicially frozen, accounting for 1.26% of the total share capital
Gospell (002848.SZ) announced that frozen shares account for 5.27% of the shares held by the controlling shareholder, and the freeze period is until October 2029.
Sign a big order
1. CRRC: Recently signed contracts totaling about 71.02 billion yuan, accounting for about 26% of revenue in 2025
CRRC (601766.SH) announced that it included 42.97 billion yuan for EMU-related contracts and 12.23 billion yuan for locomotive-related contracts.
2. Gold Mantis: The total number of bid projects won in October was 245 million yuan, and each project exceeded 100 million yuan
Gold Mantis (002081.SZ) announced that it won the bid for the Sudavig construction project of 132.9832 million yuan and the Luhua Peony Hotel project.