Selected A-share announcements | Fengzhushou (301382.SZ) signs a major contract worth over 4.6 billion yuan! Strategizing in the new model of computing power leasing.

Todays Focus 1. Fengzhushou: Signs a 4.608 billion yuan computing power order to layout new business formats in computing power leasing and Token operations Fengzhushou announced that the company has signed a Computing Power Service Contract with clients, with a total contract amount of 4.608 billion yuan and a service duration of 60 months. The signing of this contract marks the comprehensive implementation of the companys computing power construction and operation. As a leading enterprise in internet traffic operations, Fengzhushou stated that its computing power operation is not limited to traditional computing power leasing but is also focused on leveraging computing power construction to provide computing power leasing services, with a focus on expanding Token operations and the absorption of computing power. Based on years of collaborative relationships with major internet companies, model manufacturers, operators, and mobile phone manufacturers, the company will carry out Token operations and provide computing power services to clients. 2. Zhejiang Meili High Technology: Plans to raise no more than 585 million yuan through a private placement for projects such as intelligent suspension systems Zhejiang Meili High Technology (300611) announced on August 4 that the company plans to issue shares to specific targets to raise no more than 585 million yuan (including the principal), with the net amount raised after deducting issuance costs to be fully used for industrial projects such as the annual production of 2 million intelligent suspension systems and 10 million electric and hydraulic drive elastic components, as well as to supplement working capital. 3. Shenzhen Zhongjin Lingnan Nonfemet: Production suspension at Fankou lead-zinc mine due to accident Shenzhen Zhongjin Lingnan Nonfemet (000060) announced on August 4 that at around 9:45 AM on August 1, a roof collapse accident occurred in the Fankou lead-zinc mine underground mining area, resulting in one fatality. After the accident, the company recently received a notification from the Shaoguan Emergency Management Bureau ordering the immediate suspension of production at the Fankou lead-zinc mine and the commencement of a comprehensive safety inspection. Any identified issues must be rectified and reviewed by emergency management departments before production can resume. Currently, the Fankou lead-zinc mine has suspended production as per the notification requirements, and the cause of the accident and the reason for the fatality are still under investigation. The company will fully cooperate in the accident investigation and subsequent work. As it is currently impossible to determine the duration of the production suspension at the Fankou lead-zinc mine, the extent of the impact on the companys current and annual performance cannot be accurately estimated. 4. Nuode New Materials: Expects gradual implementation of the second round of lithium battery copper foil price adjustment in the third quarter Nuode New Materials (600110) recently stated during a meeting with institutional researchers that the monthly output of its lithium battery copper foil is continuously increasing, with new production capacity being able to fully cover orders. Production is prioritized for clients who offer higher prices, driving an upward trend in the average unit price through order structure optimization. Since the beginning of the year, the order volume for electronic copper foil has rapidly increased, and the price has risen significantly compared to the beginning of the year, resulting in tight production capacity. Considering the negotiation pace with downstream clients, the second round of lithium battery copper foil price adjustments is expected to be gradually implemented in the third quarter. 5. Nanjing Red Sun: Subsidiary Nanjing Biochemical plans phased shutdown for maintenance of paraquat facility Nanjing Red Sun (000525) announced on August 4 that its wholly-owned subsidiary Nanjing Biochemical Co., Ltd. plans to carry out phased planned maintenance on its paraquat facility, implementing equipment upgrades, hazard inspections, and facility maintenance. The maintenance will be conducted in two phases: the first phase from August 5, 2026, to September 25, 2026, with a planned duration of 50 days; and the second phase from December 1, 2026, to December 15, 2026, with a planned duration of 15 days. During the maintenance period, the production output of paraquat will decrease in phases, and the related maintenance costs will be accounted for in the current period, having a slight impact on the companys performance for 2026. The company has proactively coordinated material supplies and order arrangements, effectively reducing the maintenance impact on product supply. 6. Jiangxi Jiangnan New Material Technology: Plans to raise no more than 1.6 billion yuan for liquid cooling heat dissipation module and accessories construction projects Jiangxi Jiangnan New Material Technology (603124) announced on August 4 that it plans to raise no more than 1.6 billion yuan through a private placement for high-purity electronic-grade copper oxide powder construction projects and liquid cooling heat dissipation modules and accessories construction projects. 7. Wanhua Chemical Group: Yantai industrial park MDI facility to undergo maintenance Wanhua Chemical Group (600309) announced on August 4 that its MDI facility and related supporting facilities at the Yantai industrial park, with a capacity of 1.1 million tons per year, will begin maintenance from August 10, 2026, with an estimated duration of around 45 days. This maintenance is a routine maintenance according to the annual plan and will not have a significant impact on the company's production and operations. 8. Delong Composite Energy Group: No plans for major asset injection by controlling shareholder Delong Composite Energy Group (000593) announced on August 4 that the companys stock price has been hit the upper limit for three consecutive trading days (July 31, August 3, August 4), with a cumulative closing price increase of 28.31%, constituting an abnormal fluctuation in stock trading. Currently, there has been no significant change in the companys fundamentals, and the stock price has significantly deviated from the fundamentals of the company, posing a risk of a rapid decline in the future. Recently, the company noted media reports and articles claiming that the controlling shareholder and actual controller "intend to inject relevant assets, such as semiconductor assets." After verifying with the controlling shareholder and actual controller, the company clarifies as follows: As of the date of this announcement, the controlling shareholder and actual controller have no plans to inject assets they hold into the company. Operating Performance Dirui Industrial: Net profit of 7.5969 million yuan in the first half of the year, with a turnaround to profit Dirui Industrial (300396) disclosed its semi-annual report on August 4, stating that for the first half of 2026, the company achieved total operating revenue of 409 million yuan, a year-on-year increase of 16.49%; realized a net profit attributable to shareholders of the listed company of 7.5969 million yuan, compared to a loss of 28.312 million yuan in the same period last year, achieving a turnaround to profit; basic earnings per share are 0.0279 yuan. Shanghai Bairun Investment Holding Group: Net profit of 479 million yuan in the first half of the year, up 23.08% year-on-year Shanghai Bairun Investment Holding Group (002568) disclosed its semi-annual report on August 4, stating that for the first half of 2026, the company achieved operating revenue of 1.658 billion yuan, a year-on-year increase of 11.34%; the net profit attributable to shareholders of the listed company was 479 million yuan, a year-on-year increase of 23.08%; basic earnings per share are 0.46 yuan. Shenzhen Hopewind Electric: Net profit of 156 million yuan in the first half of the year, down 35.56% year-on-year Shenzhen Hopewind Electric (603063) disclosed its semi-annual report on August 4, stating that for the first half of 2026, the company achieved operating revenue of 1.725 billion yuan, a year-on-year decrease of 8.43%; the net profit attributable to shareholders of the listed company was 156 million yuan, a year-on-year decrease of 35.56%; basic earnings per share are 0.36 yuan. The decline in revenue during this period is mainly due to a reduction in revenue from the new energy electric control business. Henan Zhongfu Industrial: Net profit of 1.881 billion yuan in the first half of the year, up 165.84% year-on-year Henan Zhongfu Industrial (600595) disclosed its semi-annual report on August 4, stating that for the first half of 2026, the company achieved operating revenue of 14.258 billion yuan, a year-on-year increase of 34.85%; the net profit attributable to shareholders of the listed company was 1.881 billion yuan, a year-on-year increase of 165.84%; basic earnings per share are 0.47 yuan. During the reporting period, the rise in electrolytic aluminum prices, the increase in aluminum processing sales volume, and the rise in aluminum base prices contributed to the growth. Major Contracts 1. Dajin Heavy Industry: Signed a shipbuilding contract worth about 1 billion yuan with Norwegian shipowners 2. Willfar Information Technology: Won bids for projects totaling 80.9602 million yuan in July 3. Goldcard Smart Group: Subsidiary signed a contract for smart gas meters worth about 890 million yuan 4. Jchx Mining Management: Subsidiary signed a mining contract worth about 115 million USD Share Buybacks & Stake Adjustments 1. Hefei Jingsong Intelligent Technology: Plans to buy back 15 million to 20 million yuan of shares for equity incentives 2. Boe Technology Group: Has repurchased a total of 85.8926 million A-shares at an expenditure of approximately 500 million yuan 3. Changjiang: Plans to buy back 100 million to 200 million yuan of shares for equity incentives 4. Anhui Conch Cement: Shareholders holding more than 5% have reduced their holdings by 0.1766%, bringing their total holding to 16.9972% 5. Shanghai Rychen Technologies: Shareholder holding more than 5%, Ningbo Huding, completed the reduction plan, cumulatively reducing 2.9996% of shares 6. TSI Group Co., Ltd.: Shareholders plan to reduce their holdings by no more than 3% 7. Sichuan Joyou Digital Technologies: A shareholder holding more than 5% has completed the reduction of 0.48% of shares by Chengdu Gaocreative, who no longer holds shares This article has been reprinted from "Tencent Self-Selected Stocks," GMTEight editor: Feng Qiuyi.