On Friday, A-shares fell below 3,000 points, the volume shrank, and sentiment was sluggish. The three strongest new outlets in the market: water conservancy, anti-AIDS drugs, and brain-computer interfaces.
Water conservancy is mainly catalyzed by heavy rains in Guangxi and other places, and the State News Agency issued an article over the weekend saying that drought and flood may occur in some parts of the mainland in the near future.
On June 20, local time, Gilead Sciences announced that the topline results of the interim analysis of the pivotal Phase 3 PURPOSE 1 clinical trial showed that lenacapavir, a twice-yearly injectable HIV-1 capsid inhibitor (lenacapavir), has demonstrated 100% effectiveness in HIV prevention studies in cisgender women.
The brain-computer interface sector collectively changed on Friday, in addition to Musk's recent continuous blowing in the brain-computer area, on Sunday, the media reported that the brain-computer interface empowers road traffic safety There is also a breakthrough: whenever the driver of heavy vehicles such as muck trucks and trucks has fatigue, distracted driving and other illegal behaviors, it will trigger the equipment in the car to issue an early warning reminder to prevent traffic accidents to the greatest extent.
Notable news over the weekend are:
Vehicle-road coordination: Orders and bidding news from all over the country continue: Friday afternoon intraday news: Beijing High-level Autonomous Driving Demonstration Zone 3.0 Expansion Construction Project - Tongzhou (Survey) for public bidding with an investment of 2.432 billion yuan
The latest news after trading on Friday: Not only Tongzhou, but also other bidding sections in Beijing, including Shunyi and other districts, have also started bidding for autonomous driving.
At present, the latest news on the bidding network shows that the bidding amount in Shunyi is the same as that in Tongzhou, which is also 2.432 billion. At present, Beijing only has two districts, Tongzhou and Shunyi, and the bidding amount in the direction of autonomous driving has been more than 4.8 billion. In addition, the bidding is headed by the autonomous driving demonstration area project, and it is not known whether the vehicle-road coordination is a separate bidding or covered in the autonomous driving demonstration area.
Chip semiconductors: The United States issued new proposed rules prohibiting investment in AI, semiconductors, and quantum computing in China On June 22, the official website of the U.S. Department of the Treasury issued a Notice of Proposal (NPRM) to implement President Biden's order, which aims to implement Executive Order 14105 signed on August 9, 2023 - Outbound Investment Order. The notice of proposal is a comprehensive reinforcement of the Advance Notice of Proposal (ANPRM) issued by the Ministry of Finance in August last year, which shows that Hong Kong, Macau, and mainland China are the main targets of concern, and prohibits U.S. companies from investing in AI, semiconductors and microelectronics, and quantum computing.
It is urgent for chip semiconductor technology to be self-reliant and self-reliant, and the United States continues to increase sanctions. We have set up the third phase of the big fund in front of us, and this week several chip semiconductors that released interim performance forecasts have performed well, and the follow-up performance is superimposed on the direction of chip semiconductors, which can be taken at a glance.
In addition to the United States, after trading on Friday, Japan will also sanction our chip companies.
The direction of chip semiconductors on the Science and Technology Innovation Board also has a good assist: after the release of the eight articles of science and technology, the first single of mergers and acquisitions on the science and technology innovation board is coming The direction is the power semiconductor Lujiazui Forum released eight reform measures on the science and technology innovation board, of which the part that supports mergers and acquisitions and restructuring has attracted the most attention, and everyone is looking forward to when the first order will be released in the future. Unexpectedly, only a few days later, the first merger and acquisition came. On the evening of June 21, Xinlian Integrated issued an announcement on the plan to purchase assets and related party transactions by issuing shares and paying cash, and the company intends to purchase 72.33% of the shares of Xinlian Yuezhou held by 15 counterparties such as Binhai Xinxing, Yuanzhi No. 1 and Xinpeng Micro.
Innolink Yuezhou is the main body of the implementation of the "Phase II Wafer Manufacturing Project" of Innolink, mainly engaged in wafer foundry business in the field of power semiconductors. The first order of mergers and acquisitions and restructuring of the Science and Technology Innovation Board was given to the field of chip semiconductors, which also represents the attitude of supervision.
Large aircraft: after Air China, China Southern Airlines buys 100 C9 for $9.9 billionOn the evening of June 21, China Southern Airlines announced that it would purchase 100 C919 series aircraft manufactured by COMAC. At present, the catalogue price of a C919 aircraft (basic type) is US$99 million, with a total catalogue price of about US$9.9 billion (about 70.24 billion yuan), and it is planned to be delivered in batches from 2024 to 2031. Previously, on the evening of June 20, Air China announced that the company signed an agreement with COMAC to purchase 100 C919 aircraft (extended-range) with a total price of about 10.8 billion US dollars. At present, only Air China and China Southern Airlines announced large aircraft orders, the total amount has exceeded 140 billion yuan, and it is not excluded that China Eastern Airlines and other orders will be held later, before the Ministry of Industry and Information Technology and the National Natural Science Foundation of China also jointly established a national large aircraft basic research fund, the country's support for large aircraft, not only policy, but also the support of real money, for the entire large aircraft industry chain, medium and long-term are good.
Huawei: HUAWEI CLOUD humanoid robot debuts with water, high-five, and jump At the Huawei Developer Conference 2024 held on Friday, HUAWEI CLOUD released the Pangu embodied intelligent model, and at the same time, the humanoid robot equipped with Pangu capabilities appeared. Zhang Ping'an, Executive Director of Huawei and CEO of HUAWEI CLOUD, said at the conference that in addition to humanoid robots, Pangu's embodied intelligent large model can also empower various forms of industrial robots and service robots, allowing them to help humans do dangerous and heavy work. According to media reports, the appearance of "Kuafu-MY" comes from the phased results achieved since the strategic cooperation between Huawei Cloud and Leju Robotics Technology Co., Ltd. From the statements of Huawei Cloud executives, in the future, not only humanoid robots, but also the Huawei Cloud Pangu model will empower industrial robots and service robots in the future. On an important occasion such as the Huawei Developer Conference, the appearance of Huawei's humanoid robot is by no means a whim, which has clearly conveyed Huawei's importance to the field of robotics. It is good for robot companies that may cooperate with Huawei in the future.
Huawei's self-developed Cangjie programming language made its debut Huawei completes the last link of the HarmonyOS ecosystem This weekend, there were also a lot of major media reports, Tianjin University and Beihang University deeply participated in Huawei's "Cangjie" and launched the first AI agent programming framework "Sky" based on domestic programming language. There are also many listed companies that confirm their participation in Cangjie after hours to the weekend.
Huawei has another catalyst next week, with MWC24 in Shanghai taking place from June 26-28 at the Shanghai New International Expo Centre and the Kerry Hotel Pudong, Shanghai. Huawei confirms its participation and will showcase the latest advances in 5G-A technology.
Other noteworthy news includes: Low altitude: "Several Policies for Hefei to Support Low-altitude Economic Development" was released
Commercial aerospace: CCTV weekend special briefing: Patient capital helps China's commercial aerospace advancement
E-cigarettes: The US FDA approved four menthol-flavored e-cigarettes to be sold in the U.S. market
Environmental protection: Water from a spent fuel pond at a decommissioned nuclear power plant in South Korea leaked into the sea
The market fell below 3,000 points, and everyone's mood was generally low, and they didn't want to write a review, but a news on Friday night made Caiwenjun hopeful. According to CCTV News on Friday night: On June 21, the State Council held a constitutional oath-taking ceremony. CCTV footage shows that the person who took the oath is the village chief, and the village chief also wears a red tie. The oath taker, the red tie, is meaningful!
Disclaimer: The stocks mentioned in the article are only for analysis and reference, and do not make investment advice, and investors buy at their own risk.
Welcome to pay attention to Caiwen private WeChat public account (click on the blue word at the top right of the article or search caiwensixiang on WeChat), or scan the QR code below to follow, focus on market hotspots, interpret financial information, follow us, and have surprises in investment.