Adisseo(600299) 证券时报网·2025-01-27 13:48Corporate Changes - Vanke A's chairman Yu Liang resigned due to work adjustments but will continue as a board member and executive vice president [1] - Zhu Jiuxing resigned from all positions due to health reasons, while Zhu Xu also resigned from several roles but will remain with the company [1] - Senba Sensor's actual controller and chairman, Shan Senlin, has been placed under detention, but other executives are continuing their duties [2] Mergers and Acquisitions - Shida Group plans to acquire 51% of Shuchan Ming Shang's equity for cash, which will make it the controlling shareholder [4] - Bid Pharma intends to acquire control of Weibo Investment through a share issuance, aiming to strengthen its product line in drug molecular blocks and scientific reagents [4] - Lingrui Pharmaceutical plans to acquire 90% of Yingu Pharmaceutical for 704 million yuan, enhancing its product line [4] - Huamao Technology intends to acquire 10% of Shenzhen Fuchuang for 85 million yuan, making it an associate company [5] - TCL Zhonghuan plans to acquire 100% of SPML for 58.6 million USD to enhance its global business [6] Financial Performance - Andisou expects a net profit increase of 2208.04% in 2024, driven by strong sales of methionine and a rebound in vitamin prices [7] - Xinchai expects a net profit increase of 106.52% to 169.1% in 2024, benefiting from improved gross margins and tax incentives [8] - Shangluo Electronics anticipates a net profit increase of 85.34% to 126.52% in 2024, supported by a recovery in traditional electronics and growth in AI and new energy sectors [9] - Nanjing Bank reported a net profit of 20.177 billion yuan in 2024, a 9.05% increase year-on-year [12] - Vanke A expects a net loss of approximately 45 billion yuan in 2024, significantly down from a profit of 12.163 billion yuan in the previous year [26] Contracts and Projects - Shuangjie Electric won a bid for a project worth approximately 366 million yuan from Southern Power Grid [27] - Hengshang Energy reported a 5.36% increase in new project amounts in 2024, totaling 2.084 billion yuan [28] - China Aluminum International signed new contracts totaling 30.826 billion yuan in 2024, with a significant increase in industrial projects [29] Strategic Initiatives - Vanke A plans to transfer investment rights in the Hongshu Bay project for 1.292 billion yuan to its largest shareholder, enhancing liquidity [30] - Wolong Electric plans to sell stakes in several subsidiaries to focus on its core motor and drive control business [30] - Shanghai Pharmaceuticals intends to invest 1 billion yuan in a biopharmaceutical merger fund to support the industry [31] - Dongfulong plans to invest 200 million yuan in a biopharmaceutical merger fund, focusing on key areas of the Shanghai biopharmaceutical industry [32]