Breaking! 50 billion yuan worth of wind power stocks: wind turbine towers and pipe pile products exported to the UK are exempt from tariffs | Post-market announcement highlights

Today’s Focus

【Dajin Heavy Industry: UK announces removal of 33 wind power component import tariffs starting April 1, 2026. Products previously exported to the UK, such as wind tower sections and pipe piles, are now tariff-free.】

Dajin Heavy Industry (002487.SZ) issued an abnormality announcement stating that the UK government’s recent tariff adjustment policy does not affect the tariffs on the company’s related export products. Recently, the UK announced that starting April 1, 2026, 33 wind power component import tariffs will be eliminated. Products previously exported to the UK, such as wind tower sections and pipe piles, will no longer be subject to tariffs. The implementation of this policy will not impact the company’s future tariff payments. The company reminds investors to invest rationally.

【Jingtou Development: Plans to transfer real estate development assets and liabilities to controlling shareholder, likely constituting a major asset restructuring】

Jingtou Development (600683.SH) announced that it plans to transfer assets and liabilities related to its real estate development business to its controlling shareholder, Jingtou Company, using cash payments. This does not involve issuing shares, does not affect the company’s equity structure, and will not result in a change of control. This matter is expected to constitute a major asset reorganization.

【Zhaochi Co.: Application of MicroLED in optical communication and other expansion fields is currently in sample verification testing stage】

Zhaochi Co. (002429.SZ) issued an abnormality announcement noting high market attention to MicroLED concepts. The company’s main business remains unchanged. Regarding MicroLED applications in optical communication and other expansion fields, it is currently in the sample verification testing phase. This will not have a substantial short-term impact on the company’s performance. As a strategic emerging business, the laser chip project and high-speed optical module project are in steady initial production stages, with capacity ramp-up and market expansion requiring time. In the first half of 2025, the optical communication business achieved revenue of 309 million yuan, accounting for less than 5% of the total revenue of 8.483 billion yuan. Due to its early development stage and small revenue share, future growth will be influenced by industry technological iterations, market competition, and supply chain collaboration, with certain uncertainties.

【*ST Busen: Controlling shareholder planning to change control, trading suspension from tomorrow】

*ST Busen (002569.SZ) announced that its controlling shareholder, Dongwei Tongchuang, is planning a major matter that may lead to a change in control. The company’s stock will be suspended from trading starting March 16, 2026 (Monday), for no more than 2 trading days.

【Investment & Contracts】

【Shengxiang Biotech: Plans to jointly establish a joint venture and acquire 100% of Huas Wuwei】

Shengxiang Biotech (688289.SH) announced plans to jointly invest with related party Hunan Jinfurong Shengxiang Biotech Equity Investment Fund Partnership to establish Hunan Shengwei Huas Biotech Co., Ltd., which will be the investment vehicle for subsequent acquisition of 100% equity of Huas Wuwei Microbial Technology (Shenzhen) Co., Ltd. The company will invest 65.438 million yuan with its own funds. After the transaction, the joint venture and Huas Wuwei will be consolidated into the company’s financial statements. Huas Wuwei specializes in R&D, production, and sales of in vitro diagnostic reagents and instruments based on its proprietary infrared fluorescence enhancement technology, for human and veterinary use, including nucleic acids, proteins, small molecules, and cells.

【Coded CNC: Co-establishes Excellence Innovation Center with Shanghai Aircraft Manufacturing】

Coded CNC (688305) announced on March 15 that it recently signed a revised agreement with Shanghai Aircraft Manufacturing Co., Ltd., to detail core R&D focuses from the initial joint establishment agreement. The two parties will jointly establish an Excellence Innovation Center, focusing on processing techniques for typical aircraft parts, domestic equipment pilot verification, intelligent production line integration, and multi-domain collaborative “CNC workshop,” based on Coded CNC’s自主高端五轴机床及其数控系统等国产关键核心部件.

【Share Reduction & Repurchase】

【Qingniao Fire Protection: Plans to repurchase 2.5%-5% of company shares】

Qingniao Fire Protection (002960.SZ) announced plans to use its own and raised funds to repurchase shares via centralized bidding, at a price not exceeding 16.00 yuan per share. The number of shares to be repurchased will be no less than 2.5% of total shares (21,995,222 shares) and no more than 5% (43,990,443 shares). The repurchased shares will be used for employee stock ownership plans or equity incentives.

【Bozhong Precision: Tianjin Xinke Hongchuang Equity Investment Partnership reduced holdings by 1.9028 million shares from March 2 to March 12】

Bozhong Precision (688097.SH) announced that its shareholder Tianjin Xinke Hongchuang Equity Investment Partnership (Limited Partnership) reduced its holdings by 1,902,767 shares via centralized bidding from March 2 to March 12, representing 0.43% of total shares. After this, Tianjin Xinke’s holdings decreased from 24,235,107 shares to 22,332,340 shares, reducing its ownership from 5.43% to below 5%.

【Jucheng Co.: Shareholder Beijing Luojia plans to reduce holdings by up to 2.61%】

Jucheng Co. (688123.SH) announced that shareholder Beijing Luojia Tianhao Investment Center (Limited Partnership), due to LP fund needs, plans to reduce holdings by no more than 2.5402 million shares (1.61% of total shares) via block trades from April 7 to July 6, 2026, and by no more than 1.58 million shares (1%) via centralized bidding. Shares to be reduced were acquired before IPO and through capital reserve conversion.

【Operations & Performance】

【Shantui Co.: Net profit of 1.211 billion yuan in 2025, up 9.86% year-over-year】

Shantui Co. (000680.SZ) announced its 2025 annual report, showing revenue of 14.62 billion yuan, up 2.82%, and net profit of 1.211 billion yuan, up 9.86%.

【Aidi Pharmaceuticals: Multi-Ter韦 Sodium Tablets approved for HIV treatment】

Aidi Pharmaceuticals (688488.SH) announced it received the drug registration certificate for Multi-Ter韦 Sodium Tablets from the National Medical Products Administration. The drug is part of the company’s high-end HIV generic drug R&D project ADC201 (Multi-Ter韦 Sodium). It is an HIV-1 integrase strand transfer inhibitor, used in combination with other antiretroviral drugs for treating HIV-infected adults and children over 12. The approval will diversify the company’s HIV treatment options, complement existing non-nucleoside reverse transcriptase inhibitors, and enhance core competitiveness, positively impacting future performance.

【Contract & Project Bidding】

【Zhefu Holding: Wins bid for turbines and auxiliary equipment at Shangbopo Hydropower Station on the upper Jinsha River】

Zhefu Holding (002266.SZ) announced it received a bid notice from China Hydropower Bidding Co., Ltd., confirming it as the winning bidder for the turbines and auxiliary equipment at Shangbopo Hydropower Station on the upper Jinsha River, with a total bid amount of 412.3 million yuan. This accounts for about 1.97% of the company’s 2024 revenue. With a 27-month delivery schedule, the average contribution to 2024 revenue is about 0.73%. The company will produce components according to delivery progress, recognizing sales revenue accordingly, which is expected to increase sales and net profit from 2027 to 2029.

【Stock Price Movements】

【Two consecutive limit-ups for Fars Vision: Jiangsu Fars Vision Optical Communication Technology Co., Ltd. and Jiangsu Fars Vision Optoelectronics Technology Co., Ltd. are subsidiaries of the company’s controlling shareholder】

Fars Vision (000890.SZ) issued an abnormality announcement clarifying that its business does not involve “special optical fiber” or “fiber optics,” and there are no “restructuring” or “backdoor listing” scenarios. The mentioned Jiangsu Fars Vision Optical Communication Technology Co., Ltd. and Jiangsu Fars Vision Optoelectronics Technology Co., Ltd. are subsidiaries of the controlling shareholder, with no shareholding or business relations with the listed company. As of this announcement, there are no plans to restructure these two companies. Investors are advised to invest rationally and be aware of risks.

【Zhenai Meijia: No involvement in AI business; main business remains unchanged】

Zhenai Meijia (003041.SZ) issued an abnormality announcement stating that it has verified rumors circulating online about being acquired and changing its main business or being backdoored. The company’s main business remains the research, design, production, and sales of home textiles mainly for blankets. It does not involve AI business. The controlling shareholder has no plans or arrangements to backdoor the company within the next 36 months. Investors should rely on official disclosures and exercise caution.

【Others】

【*ST Jiawo: Applies to revoke delisting risk warning and other risks】

*ST Jiawo (300268.SZ) announced that its 2025 financial report, audited by Xinyong Zhonghe, received a standard unqualified opinion. The company has submitted an application to the Shenzhen Stock Exchange to revoke the delisting risk warning and other risk warnings.

【Warner Pharmaceutical: Subsidiary’s chiral drug company passes FDA on-site inspection】

Warner Pharmaceutical (688799.SH) announced that its wholly owned subsidiary, Hunan Warner Big Pharma Chiral Drug Co., Ltd., underwent a Pre-Approval Inspection (PAI) by the U.S. FDA from November 10 to 14, 2025. The company recently received the FDA’s onsite inspection report (EIR), confirming that the inspection has concluded and that the chiral drug company has passed this inspection.