A-share Announcement Highlights | Kweichow Moutai (600519.SH): Accumulated repurchase of 794,200 shares, amount exceeding 1.1 billion yuan
Guizhou Maotai announced that as of the end of March 2026, the company had repurchased 794,200 shares, accounting for 0.0634% of the total share capital, with a total payment amount of 11.12 billion yuan (excluding transaction costs).
Focus Today
1. Kweichow Moutai: As of the end of March, the company has repurchased 794,200 shares, with a payment amount of 11.12 billion yuan.
Kweichow Moutai announced that as of the end of March 2026, the company has repurchased a total of 794,200 shares, accounting for 0.0634% of the total share capital, with a total payment amount of 11.12 billion yuan (excluding transaction costs).
2. Contemporary Amperex Technology: Accumulated repurchase of 15.99 million shares as of March 31, with a total amount of 4.386 billion yuan.
Contemporary Amperex Technology announced that as of March 31, 2026, the company has repurchased a total of 15.99 million shares through the Shenzhen Stock Exchange stock trading system by centralized bidding trading method, accounting for 0.3628% of the company's A-share total share capital on the same day, with a total transaction amount of 4.386 billion yuan (excluding transaction costs).
3. Zhuzhou Times New Material Technology: Signed contracts worth 2.302 billion yuan with major wind turbine manufacturers.
Zhuzhou Times New Material Technology announced that from January 1, 2026, to March 31, 2026, it signed "Blade Sales Contracts" with major wind turbine manufacturers, with a total contract amount of approximately 2.302 billion yuan (including taxes).
4. Tibet Huayu Mining: Controlling shareholder is planning for a change in control, stock trading is suspended.
Tibet Huayu Mining announced that the company's controlling shareholder, Tibet Dao Heng Investment Co., Ltd., is planning for the transfer of the company's share agreement, which may lead to a change in the company's controlling rights. Due to the uncertainties of the above-mentioned matters, to ensure fair information disclosure and protect the interests of investors, the company's stock will be suspended from trading starting on April 3, 2026. The suspension period is expected to be no more than 5 trading days. During the suspension period, the company will fulfill its information disclosure obligations based on the progress of the matter and will resume trading promptly after the matter is confirmed.
5. Youcare Pharmaceutical Group: Innovative drug YKYY018 aerosol inhalant approved for clinical trials for human parechovirus treatment and prevention.
Youcare Pharmaceutical Group announced that its wholly-owned subsidiary, Yuen Kang Innovation, recently received two "Drug Clinical Trial Approval Notices" from the National Medical Products Administration for the use of YKYY018 aerosol inhalants for the treatment and prevention of human parechovirus. The product is an internationally original membrane fusion inhibitor developed independently by the company based on AI platform, with both therapeutic and preventive functions. As of now, there is no approved human parechovirus infection treatment drug and vaccine worldwide, indicating a significant and urgent unmet need in the clinical treatment and prevention field.
6. Robotechnik Intelligent Technology: Signed a 2.46 billion yuan equipment contract with a Nasdaq-listed company F.
Robotechnik Intelligent Technology announced that its subsidiary, FiconTEC, signed a major contract with a Nasdaq-listed company F on April 1st, with a total amount of 357 million US dollars (approximately 2.46 billion yuan), accounting for approximately 25.90% of the company's audited revenue in 2025. The successful implementation of this contract is expected to have a positive impact on the company's operations in 2026. The contract focuses on the mass production of coupling equipment and services for high-speed optical module packaging processes based on pluggable silicon optical technology, which has a leading technological advantage globally.
7. Zhengping Road & Bridge Construction: Verification work has been completed, and the stock will resume trading on April 3.
Zhengping Road & Bridge Construction announced that the company recently conducted verification work on its stock trading situation, and since the relevant verification work has been completed, the company has applied to the Shanghai Stock Exchange to resume trading starting on April 3, 2026 (Friday). The company's mining resource development capacity is insufficient. The company's wholly-owned subsidiary, Geermu Shengguang Mining Development Co., Ltd., has obtained a "Mining License" issued by the Qinghai Province Department of Natural Resources. The company's mining resource development requires large-scale investment in construction and operation in the future, but the company currently lacks sufficient funds, personnel, and equipment for subsequent mining. There is significant uncertainty in the progress and profitability of the mining resource development due to factors such as funding, market environment, industry policies, external environment, and lack of personnel.
8. 5 consecutive boards Tianjin Tianyao Pharmaceuticals: Currently focused on developing generic drugs, with no ongoing innovative drug projects.
Tianjin Tianyao Pharmaceuticals issued a stock trading risk warning announcement stating that the company is currently focused on developing generic drugs, with no ongoing innovative drug projects. The company's main business is the research and development, production, and sales of steroid hormone, amino acid raw materials, and formulations.
9. Xiamen Solex High-Tech Industries: Expected net profit for the first quarter to be between 91 million and 110 million yuan, an increase of 100.20% to 141.99% YoY.
Xiamen Solex High-Tech Industries announced that the expected net profit for the first quarter of 2026 is between 91 million and 110 million yuan, an increase of 100.20% to 141.99% year-on-year. During the reporting period, the company benefited from the capacity deployment of its production base in Vietnam and the progress of new projects, leading to continued improvement in the company's business.
10. Huiyu Pharmaceutical: Main innovative drug development pipeline is still in the clinical research stage, with significant uncertainty.
Huiyu Pharmaceutical published a stock trading abnormal volatility notice, stating that the company's main innovative drug development pipeline is still in the clinical research stage, and will require clinical research and new drug application stages in the future, presenting significant uncertainty. Potential risks during the innovative drug development process may include research failures, unexpected delays in research progress, changes in industry environments, intensifying market competition, and other factors.
11. 2 consecutive boards PKU HealthCare Corp: The company does not have an innovative drug business.
PKU HealthCare Corp issued a notice on abnormal market activity, confirming that as of the date of the announcement, the company does not have an innovative drug business, primarily focusing on the research, development, production, and sale of chemical drug formulations (generic drug formulations), covering areas such as anti-infection, analgesics, psychiatric medications, and chronic disease management. As of the date of the announcement, the company's second-largest shareholder, Peking University Medical Management Co., Ltd, is still in the implementation phase of the previously disclosed reduction plan, with the reduction period from February 11, 2026, to May 10, 2026.
12. Shandong Sinoglory Health Food: Stock will continue to be suspended from trading starting April 3.
Shandong Sinoglory Health Food announced that the actual controller Zhang Guanling and major shareholders are planning for the transfer of the company's shares, which may result in a change in the company's controlling ownership. In order to ensure fair information disclosure and to avoid abnormal fluctuations in the company's stock price, the company's stock was suspended from trading starting April 1, 2026. As of the date of this announcement, all parties are actively advancing the various work related to this transaction, and the overall plan is still under negotiation. The company expects that it will not be able to resume trading on April 3, 2026. According to relevant regulations, the company has applied to the Shanghai Stock Exchange for the stock to remain suspended from trading starting on April 3, 2026, with the expected suspension period not exceeding 3 trading days.
13. Chongqing Zhifei Biological Products: Adjusted strategic cooperation agreement with Merck.
Chongqing Zhifei Biological Products announced that the company signed a "Revised and Restated Supply, Distribution, and Joint Promotion Agreement" with Merck on April 2, 2026, terminating the original agreement from the effective date of the new agreement. The new agreement aims to deepen cooperation between the two parties, enhance market synergy capabilities, and alleviate the company's operational pressure. The agreement includes products such as the nine-valent HPV vaccine and will last until the end of 2028, with a possible extension of two years. The company will adjust procurement and supply quantities dynamically based on market demand, and the performance of the agreement will be regularly disclosed. The new agreement no longer specifies the basic purchase amount for the agreement products, and the company and Merck will negotiate and confirm the expected purchase and supply plan based on market demand and actual vaccination situations, with the company rolling procurement of agreement products according to this plan.
Abnormal Stock Risk Alerts
1. Shenzhen SDG Information: Abnormal stock trading volatility.
2. 2 consecutive boards PKU HealthCare Corp: The company does not have an innovative drug business.
3. Beijing E-Hualu Information Technology: Accumulated overdue debt of 63.4817 million yuan.
4. EB SECURITIES: Overseas litigation of its subsidiary received a judgment document.
5. Zhejiang Xinzhonggang Thermal Power: Normal production and operation, main business has not undergone significant changes.
6. Dianguang Explosion-proof Technology: Abnormal stock trading volatility.
Key Company Performance Overview
1. SAIC Motor Corporation: Vehicle production in March decreased by 9.06% YoY, sales decreased by 2.56% YoY.
2. Beijing Yanjing Brewery: Net profit for 2025 was 1.679 billion yuan, an increase of 59.06% YoY.
3. Chongqing Changan Automobile: Sales in March were 270,900 units, an increase of 1.05% YoY.
4. Guangzhou Automobile Group: Automobile production in March was 193,800 units, an increase of 2.60% YoY.
5. Guangdong Modern High-tech Fiber: Net loss of 61.9447 million yuan for 2025.
6. Chongqing Construction Engineering Group: New contract amount for the fourth quarter of 2025 was 14.105 billion yuan, a decrease of 18.14% YoY.
7. Mesnac Co., Ltd.: Net profit for 2025 was 403 million yuan, a decrease of 20.36% YoY.
8. Shenglan Technology: Net profit for 2025 was 112 million yuan, an increase of 8.85% YoY.
9. Jiangling Motors Corporation: Production in the current month was 38,500 units, an increase of 21.83% YoY.
10. Gansu Longshenrongfa Pharmaceutical Industry: Net profit for 2025 increased by 79.56%, proposing a dividend of 0.2 yuan per share.
11. JDM JingDa Machine(Ningbo)Co.,: Net profit for 2025 was 120 million yuan, a decrease of 27.03% YoY.
12. Jiangsu Changhai Composite Materials: Net profit for 2025 increased by 18.8% YoY, proposing a dividend of 3.5 yuan per share.
13. Shanghai Jiao Yun Group: Net loss of 330 million yuan for 2025.
14. Qinghai Jinrui Mining Development: Net profit for 2025 was 30.569 million yuan, a decrease of 12.70% YoY.
Buybacks & Share Increases/Decreases
1. Sany Heavy Industry: Completed repurchase of 0.79% of the company's shares.
2. Zijin Mining Group: Repurchased shares in March amounting to about 1.682 billion yuan.
3. Sumavision Technologies: Completed repurchase of 15.8961 million shares.
4. Zhejiang Hengtong Holding: Controlling shareholder Hengtong Group increased holdings by 1.80%, worth over 150 million yuan.
5. Hangzhou Lion Microelectronics: Vice General Manager Tian Daxi increased holdings by 0.01%.
6. Shenzhen Agricultural Power Group: Completed the acquisition of 11% equity of Zhuhai Zhu Xi Shenzhen Agricultural Power Group Supply Chain Co., Ltd.
7. Chongqing Three Gorges Water Conservancy And Electric Power: Planning to transfer 67% equity of Wulin Manganese Industry for listing.
8. Aluminum Corporation Of China: Senior executive Liang Minghong plans to reduce holdings by less than 0.00025% of shares.
9. Jiangsu Phoenix Publishing&Media Corporation: Planning to publicly list 61.03% equity and debt of Fenghuang Chuanqi, with a listing price of 826.164 million yuan.
10. Jiangsu HSC New Energy Materials: Several shareholders plan to reduce holdings by less than 1%.
11. Shanghai Yaohua Pilkington Glass Group: Shareholder China Natong plans to reduce holdings by less than 3% of shares.
12. Beijing Navigation Control Technology: Controlling shareholder and others plan to transfer less than 5% of shares.
13. Hangzhou Xili Intelligent Technology: Shareholders plan to collectively reduce holdings by less than 1.21% of the company's shares.
14. Zejing Pharmaceuticals: Shareholder Ningbo Zeao and its concerted action person reduced holdings by 954,600 shares, decreasing ownership from 6.25% to 5.89%.
15. Xiandai Investment: Planning to increase capital to a wholly-owned subsidiary by 250 million yuan.
16. Asia Cuanon Technology: Shareholder Caidong Fund plans to reduce holdings by less than 1% of shares.
17. ShenZhen YUTO Packaging Technology: Planning to repurchase shares worth 200 million to 400 million yuan for employee shareholding or equity incentive.
18. Sichuan Haowu Electromechanical: Planning to repurchase shares worth 10 million to 20 million yuan.
19. Bright Dairy & Food: New Ryete completes asset sale delivery in North Island, New Zealand.
20. Beibu Gulf Port: Intends to subscribe to 547 million yuan in the private placement of Ningbo Ocean Shipping.
Major Order Signings
1. Chongqing Construction Engineering Group: New contract amount for the first quarter of 2026 was 16.376 billion yuan.
2. Zhuzhou Times New Material Technology: Signed a 2.302 billion yuan wind turbine blade sales contract.
3. Robotechnik Intelligent Technology: Signed a 2.46 billion yuan equipment contract with Nasdaq-listed company F.
4. Shanghai Zhonggu Logistics: Planning to sign a contract with Qingshan Shipyard for the construction of 10 1800TEU container ships, with a total amount not exceeding 2.7 billion yuan.
5. Harbin Dongan Auto Engine: Received 31 designated agreements in the first quarter.
6. Zhejiang Shapuaisi Pharmaceutical: Acquired myopia treatment patent for 71 million yuan.
This article is reprinted from "Tencent Self-selected Stocks", edited by Feng Qiuyi for GMTEight.
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