Overview of positive news from listed companies on the evening of March 3 ( with the list )

Several listed companies in the Shanghai and Shenzhen markets released important announcements on the evening of March 3. Here is a summary of the positive news:

Donghua Energy: Wholly owned subsidiary Maoming Carbon Fiber plans to increase capital and introduce composite material fund

On March 3, Donghua Energy (002221) announced that its wholly owned subsidiary, Donghua Energy (Maoming) Carbon Fiber Co., Ltd. (“Maoming Carbon Fiber”), plans to introduce Maoming City Composite Material Equity Investment Fund Partnership (Limited Partnership) (“Composite Fund”) with a cash injection of 300 million yuan. The funds will mainly be used for the construction and operation of the “Donghua Energy 10,000-ton Carbon Fiber Project.” After this capital increase, the company will hold 66.67% of Maoming Carbon Fiber’s equity and remain the controlling shareholder, with actual control over Maoming Carbon Fiber.

Tiany股份: Confirmed as a candidate for China Mobile’s smart home gateway product procurement project

On March 3, Tianyi股份 (300504) announced that recently, China Mobile’s procurement and bidding website published the “China Mobile 2026 Smart Home Gateway Product Emergency Centralized Procurement Candidate List,” and the company is one of the candidates.

GigaDevice: Plans to invest 400 million yuan in private equity fund

On March 3, GigaDevice (603986) announced that it plans to contribute 400 million yuan as a limited partner to subscribe for approximately 25.87% of the fund shares of Shanghai Shixi GigaDevice ZhiXin Venture Capital Partnership (Limited Partnership). The fund will mainly invest in unlisted companies in the integrated circuit industry, with no less than 70% of the committed capital invested in the integrated circuit sector. The investment stages include early-stage companies, small and medium-sized enterprises, and high-tech enterprises.

China Animal Husbandry: Plans to acquire Shengxue Dacheng and Inner Mongolia Shengxue Dacheng holdings for 727 million yuan

On March 3, China Animal Husbandry (600195) announced that it intends to acquire 51% of Hebei Shengxue Dacheng Pharmaceutical Co., Ltd. (“Shengxue Dacheng”) held by China Nuclear Uranium Industry, as well as 72.7272% of Inner Mongolia Shengxue Dacheng held by China Nuclear Uranium Industry and other transferors, through a public delisting process, at a total price of 727 million yuan. After signing the transaction agreement, the company will directly and indirectly hold a total of 86.64% of Inner Mongolia Shengxue Dacheng, making Shengxue Dacheng and Inner Mongolia Shengxue Dacheng its controlling subsidiaries. Once completed, the product portfolios of both companies will form a product matrix, enhancing customer stickiness and market share. Additionally, their R&D teams can share technology and resources to accelerate new product development, further highlighting product synergy advantages. Shengxue Dacheng, founded in 1997, is a major domestic producer of chemical raw materials, with production scale ranking among the top in the industry. It has two wholly owned subsidiaries—Hebei Shengxue Dacheng Tangshan Pharmaceutical Co., Ltd. and Hebei Hongcheng Yaxin Technology Co., Ltd.—and one associated company—Inner Mongolia Shengxue Dacheng Pharmaceutical Co., Ltd., with four production bases.

Zhuhai Guanyu: Expected revenue growth of 45% to 54% in January–February

On March 3, Zhuhai Guanyu (688772) announced that, based on preliminary estimates, the company expects to achieve operating revenue of 2.206 billion to 2.347 billion yuan in January–February 2026, a year-on-year increase of 45% to 54%. The revenue growth is mainly due to significant market expansion and effective increase in customer share.

Kweichou Moutai: Has repurchased 572,500 shares totaling 801 million yuan

On March 3, Kweichou Moutai (600519) announced that by February 2026, it had repurchased 155,700 shares, accounting for 0.0124% of the total share capital, at a maximum price of 1,499.74 yuan per share and a minimum of 1,456.12 yuan per share, with a total payment of 230 million yuan. As of the end of February 2026, the company had repurchased a total of 572,500 shares, representing 0.0457% of total share capital, at a maximum price of 1,499.74 yuan per share and a minimum of 1,322.60 yuan per share, with a total payment of 801 million yuan (excluding transaction fees).

Shanshan股份: If controlling shareholder restructuring succeeds, the company’s actual controller will change to Anhui State-owned Assets Supervision and Administration Commission

On March 3, Shanshan股份 (600884) disclosed progress on the restructuring of its controlling shareholder, Shanshan Group, and its wholly owned subsidiary, Pengze Trading: the manager submitted the restructuring plan (draft) to the creditors’ meeting on February 28; the fourth creditors’ meeting for the merger and bankruptcy reorganization of Shanshan Group and Pengze Trading was held at 3:00 PM on March 2, with voting ending at 5:00 PM on April 15. According to the “Reorganization Investment Agreement,” the restructuring investor will control 21.88% of Shanshan股份’s voting rights through direct stock acquisition and arrangements for stock voting consistency or reaching a consensus with the debtor. If successful, control of the company will change, with the new controlling shareholder being Anhui Wanye Group Co., Ltd., and the actual controller changing to Anhui State-owned Assets Supervision and Administration Commission.

Baiwei Storage: Expected net profit growth of 921.77% to 1086.13% in January–February

On March 3, Baiwei Storage (688525) announced that, based on preliminary estimates, it expects to achieve operating revenue of 4.0 to 4.5 billion yuan in January–February 2026, a year-on-year increase of 340% to 395%; net profit attributable to shareholders of the parent company of 1.5 to 1.8 billion yuan, a year-on-year increase of 921.77% to 1086.13%. The storage industry is entering a high prosperity cycle in 2026, driven by AI computing power and domestic substitution, leading to continuous price increases in DRAM and NAND, with industry supply tight and benefiting the company significantly.

(Source: Oriental Fortune Research Center)