Multi-department documents are issued in six major areas
Multiple departments issued the "Measures on Creating New Consumption Scenarios and Cultivating New Consumption Growth Points", and the key tasks include cultivating six new consumption scenarios, catering consumption, cultural tourism and sports consumption, shopping consumption, bulk commodity consumption, health care and care consumption, and community consumption. Among them, it is proposed to expand new scenarios of automobile consumption, carry out pilot applications of "vehicle-road-cloud integration" of smart cars, and carry out pilot reforms of urban automobile circulation and consumption.
Stamp duty halved and effective Stamp duty was reduced by more than half in the first five months of A-shares
From January to May, the national general public budget revenue was 9,691.2 billion yuan, a year-on-year decrease of 2.8%, after deducting the impact of special factors such as the tax deferrals for small, medium and micro enterprises in the same period last year, and the tax reduction policy introduced in the middle of last year, the comparable growth rate was about 2%. stamp duty was 150.5 billion yuan, down 18.6% year-on-year. Among them, the stamp duty on securities transactions was 43.9 billion yuan, a year-on-year decrease of 50.8%.
Ministry of Industry and Information Technology: Promote the implementation of the comprehensive abolition of foreign investment access restrictions in the manufacturing industry
Xin Guobin, Vice Minister of the Ministry of Industry and Information Technology, said that the Ministry of Industry and Information Technology has fully implemented the high-level opening-up policy and vigorously supported the development of multinational companies in China. In the future, the Ministry of Industry and Information Technology will continue to optimize the business environment, fully implement the national treatment of foreign-funded enterprises, support multinational companies to participate in standard formulation and key R&D projects on an equal footing, and equally enjoy the dividends brought by industrial development.
Japan's PCB production continued to shrink, but the decline in output was the smallest in 18 months
According to the latest statistics released by the Japan Electronic Circuit Manufacturers Association, in April 2024, Japan's printed circuit boards (PCB; hard board + flexible board + module substrate) production decreased by 6.2% from the same month last year to 741,000 square meters, falling into contraction for the 27th consecutive month, and output decreased by 3.1% to 43.808 billion yen, falling into contraction for the 18th consecutive month, but the decline rate was only in single digits (below 10%) for two consecutive months, the smallest decline in 18 months (since October 2022).
Beauty and black hands again? Restricting investment in China's high-tech industry The Ministry of Commerce responded
The United States released a draft to restrict US entities from investing in China in three high-tech fields: semiconductors and microelectronics, quantum information technology, and artificial intelligence. In this regard, the spokesperson of the Ministry of Commerce said that China expresses serious concern and resolute opposition to this, and reserves the right to take corresponding measures.
China implements a 15-day unilateral visa exemption policy for Polish citizens
China has decided to implement a 15-day unilateral visa-free policy for Polish citizens.
The "Income Tax Details" of the individual income tax app has added five items of personal income
The individual income tax APP has been updated recently, and in the "Income Tax Details", five new items of personal income are displayed, namely business income; income from interest, dividends, bonuses; income from the lease of property; income from the transfer of property; Incidentally. The 12366 customer service staff said that the five personal income items are indeed new display items this year, mainly to allow people with the above personal income to query their income and individual income tax details on the individual income tax APP.
Exceeded 20 billion yuan, and the turnover of many leading broad-based ETFs continued to increase
On June 24, the trading volume of many top broad-based ETFs continued to increase. Among them, the single-day turnover of Huatai Pineapple CSI 300 ETF exceeded 7 billion yuan, leading the market with 7.315 billion yuan. CSI 500 ETF and ChinaAMC SSE 50 ETF followed, with a single-day turnover of 4.219 billion yuan and 3.123 billion yuan. In addition, the single-day turnover of ChinaAMC SSE Science and Technology Innovation Board 50 ETF and Harvest CSI 300 ETF also exceeded 2 billion yuan. On the whole, the cumulative single-day trading volume of the top five broad-based ETFs exceeded 20 billion yuan.
In early trading, the market value of Moutai fell to the first place in A-shares, and ICBC regained the top spot
In early trading on June 24, ICBC A-shares rose 0.73%, with a total market value of more than 1.85 trillion yuan, and Kweichow Moutai fell 0.07% in early trading, with a total market value of less than 1.85 trillion yuan. The market value of ICBC surpassed Kweichow Moutai and became the first in the market value of the A-share market.
Moutai dealers: received a notice to cancel the delivery of large boxes of Moutai and cancel the unpacking of Feitian Moutai at the same time
There is news in the market that Moutai will cancel the launch of 12 bottles of Feitian Moutai and cancel the unpacking of Feitian Moutai, in addition to the old Moutai and boutique Moutai will also be suspended. Multiple market participants confirmed that the news was true.
A fire broke out at a well-known battery manufacturer in South Korea
On June 24, local time, a fire broke out at the factory of ARICELL, a well-known South Korean battery manufacturer, located in Seosin-myeon, Hwaseong, Gyeonggi Province, causing several casualties. It is understood that the building stores more than 35,000 finished lithium battery products.
Last week, 27 new IPO companies were terminated for review, and 256 have been terminated this year
According to the listing service information of the Shanghai Stock Exchange, the three exchanges in Shanghai and Shenzhen have added 5 new applicants in this period (June 17 to June 23), including 1 on the Science and Technology Innovation Board of the Shanghai Stock Exchange, 1 on the main board of the Shenzhen Stock Exchange, and 3 on the Beijing Stock Exchange. Since the beginning of this year, 7 new enterprises have been declared. At present, there are 425 enterprises under review in various sectors, a decrease of 23 from last week's statistics.
Hubei released the annual target of "trade-in": 40,000 cars and 1 million home appliances
At the press conference of Hubei Province to promote large-scale equipment renewal and consumer goods trade-in action, the relevant person in charge of the Hubei Provincial Development and Reform Commission said that it will strive to trade in more than 40,000 cars and more than 1 million home appliances in the province this year, so as to promote more high-quality durable consumer goods into residents' lives.
Leju Kuafu humanoid robot debuted at HDC 2024
According to the information of Leju Robot's WeChat account, recently, Leju Kuafu's humanoid robot was equipped with a Huawei Cloud Pangu embodied intelligent large model and appeared at HDC 2024. At present, the generalization operation under the small sample of the humanoid robot has been realized, and the test and scene verification have been carried out in industrial and family scenarios, and the research and development process has opened up the workflow of humanoid robot data collection, cloud training and deployment inference, forming a series of tool chains.
Caitong Securities believes that the best hardware direction for AI mapping is intelligent robots, which is beyond doubt, and the choice from Tesla to Nvidia proves this, from the perspective of domestic policies. Whether it is the State Council's "artificial intelligence +" industrial policy or the beneficiary direction of "new quality productivity", intelligent robots are included, and investors continue to be recommended to focus on the layout.
In terms of the company, Ningbo Yijia Electronics Co., Ltd., a holding subsidiary of Fujia Co., Ltd. (603219), manufactures various circuit boards for Leju Robot.
Keli (002892) has achieved major technological breakthroughs in the field of servo systems and has become a supplier of Huawei, and the company's servo systems have been widely used in robotics and industrial automation.
Huawei's 5GA network logo was unveiled at MWC Shanghai, marking the arrival of the 5G-A era
Recently, the much-anticipated Mobile World Congress Shanghai 2024 (MWC Shanghai) will be held from June 26 to 28 at the Shanghai New International Expo Centre and the Kerry Hotel Pudong, Shanghai. As a global leader in the field of communications, Huawei has confirmed that it will participate in the event, and displayed Huawei's "5GA" network logo for the first time in the warm-up video, indicating that Huawei mobile phones are ready to lead us into the 5G-A era. In the warm-up video of Huawei MWC Shanghai, Huawei Pura70 series phones became the focus. The "5GA" network logo that appears on this model has undoubtedly become a highlight in the industry. The unveiling of this logo not only demonstrates Huawei's strong strength in the field of communication technology, but also indicates that the era of 5G-A (5G-Advanced) networks is coming.
5G-A, as a key stage in the development of 5G to 6G, its importance is self-evident. According to CICC's research report, 5G-A is an enhancement of existing 5G, with goals including a 10-fold increase in uplink and downlink speed, a significant increase in connection density/number of connections, further improvement in latency and reliability, and exploration in synaesthesia integration/endogenous intelligence. 2024 is expected to be the first year of the freezing and commercialization of the first version of the 5G-A standard, while accelerating the digital transformation of various industries.
Among the listed companies, Benchuan Intelligent (300964) has carried out relevant technical cooperation with customers in 5.5G, 6G, satellite communication and other application fields, and has gradually increased the number of core customer orders in the field of optical modules.
Tongyu Communication (002792) provides services for Huawei's 5G base station antennas, mainly in the fields of microwave antennas, base station antennas, and timing and positioning antennas. The company has accumulated relevant technologies in the field of 5.5G antennas.
Guangzhou has set up an angel fund of funds with a scale of 10 billion yuan
Recently, at the opening ceremony of the 13th China (Guangzhou) International Financial Exchange Expo, Guangzhou officially released the establishment of a 10 billion yuan angel fund of funds relying on Guangzhou Financial Holding Group. It is reported that the Guangzhou Angel Fund of Funds anchors Guangzhou's "3+5+X" strategic emerging industries and future industries, and the three emerging pillar industries are the new generation of information technology, intelligent and new energy vehicles, biomedicine and health industries; Five emerging advantageous industries: intelligent equipment and robotics, rail transit, new energy and energy conservation and environmental protection, new materials and fine chemicals, and digital creativity; "X" is a number of future-oriented cutting-edge industries such as quantum technology, blockchain, terahertz, natural gas hydrate, and nanotechnology.
In 2024, Guangzhou Radio Group will be reorganized into Guangzhou Digital Technology Group as a whole, which will be established by integrating the relevant digital industry resources within the group and Guangzhou, and is committed to building Guangzhou Digital Technology Group into a "benchmark enterprise" for local state-owned enterprises in the era of digital economy. Zhang Jianmin of Zheshang Securities believes that Guangzhou Digital Technology Group's ecological integration of digital technology leadership and "industry + capital" strategy make it valuable for investment, and is optimistic about its listing platform, which is expected to achieve growth with the strategic support of the group.
Among the listed companies, Guangha Communication (300711) provides overall command and dispatch solutions for national defense, electric power, railways and other important national industries, and ranks first in the brand share of the power industry.
Zhongke Jiangnan (301153) is a leading enterprise in domestic financial informatization, and electronic vouchers are expected to open up growth space.
This type of power may be an important option to alleviate the power shortage
According to China Weather Network, from June 24th to 26th, the number of high temperatures and high humidity in South China increased, and the body felt unbearably hot. Most of the weather in the north is mostly sunny, and there will be frequent hot weather in Xinjiang and North China in the coming week, so the public needs to do a good job of preventing heatstroke and cooling down.
JPMorgan Chase & Co. issued a research report saying that higher-than-normal temperatures in northern China will be good for electricity demand growth. At present, nuclear power, as a clean and safe energy source, together with thermal power and hydropower, constitutes the three pillars of electricity in the world today. In addition to increasing cross-regional and inter-provincial power support and effectively coordinating the contradiction between coal and electricity, there is also a way to increase the effective contribution of clean energy such as nuclear power in the future. CITIC Securities said that it is expected that by 2060, the installed capacity of domestic nuclear power is expected to increase to 480 million kilowatts, compared with 55 million kilowatts at the end of 2022, there is nearly 8 times the room for growth, and nuclear power generation is expected to increase to 3.65 trillion kilowatt hours, accounting for 17% of the domestic power generation structure from 5% in 2022. This means that the nuclear power industry will bring huge market opportunities for related companies in the coming decades.
Among the listed companies, China General Nuclear Power Corporation (003816) is the only nuclear power generation platform under CGN Group, and is the largest player in China's nuclear power industry, with a solid leading position in the industry. As of the end of 2023, the company manages 30.57GW of operating nuclear power units, accounting for 53.85% of the total installed nuclear power capacity in operation in China. Among them, the installed capacity of the holding subsidiary is 23.85GW, accounting for 78.04% of the operating unit capacity managed by the company. The company has the third-generation nuclear power technology "Hualong No. 1" with independent intellectual property rights.
China XD (601179) has the qualifications and capabilities to supply relevant power transmission and transformation equipment to the nuclear power industry.
The demand for semiconductors under the wave of AI may continue to recover, and the agency said that "Kete Valuation" has recently attracted market attention
Recently, the 3rd ICNANSHA Conference was held in Nansha, Guangzhou. The reporter was informed that artificial intelligence and automobiles have become the key focus areas of semiconductor manufacturers at home and abroad at this conference. Qihuang Peng, President of Siemens EDA Asia Pacific, mentioned in his keynote speech that data from a number of research institutions show that the global semiconductor market is expected to exceed $1 trillion by 2030 due to the combined effect of multiple major trends.
With the release of new consumer electronics machines (AI mobile phones/AIPC is expected to be the main highlight of this year's new machines), and the R&D breakthroughs of domestic servers, it is judged that domestic semiconductor demand continues to recover, coupled with the acceleration of the domestic market promoted by policies, and the growth of local semiconductor companies is highlighted. In addition, "Kete Valuation" has recently attracted market attention, and semiconductors, as an important direction of cutting-edge technology, have strong growth, and the superimposed industrial cycle is at a relatively bottom, and the attention of sector investment has increased.
Among the listed companies, Aiwei Electronics (688798) is a domestic chip design company focusing on analog, the main products include audio amplifier chips, power management chips, RF front-end chips, motor drive chips, etc., with more than 800 product models. The company is the first in China to break through the OIS technology of optical image stabilization of mobile phone cameras to achieve large-scale mass production, and has planned a full range of AF and OIS products, the new VCM driver has achieved substantial growth in performance, and the new SMA driver has also been successfully introduced to brand customers and achieved mass production and shipment.
Lixin Micro (688601) has been deeply engaged in the field of analog integrated circuits for nearly 20 years. The company's main products are power management chips, forming a complete range of reliable quality products in the field of power management, in addition to actively developing and promoting other high-performance analog chips such as intelligent networking delay management units and signal chain products. Since 2010, the company has officially entered the supplier system of Samsung Electronics, and has formed excellent R&D capabilities and strict quality control systems by taking the quality requirements of international customers as the criterion, and has passed the certification of mainstream consumer electronics brand suppliers such as Xiaomi, LG and Wingtech.
Hengxuan Technology (688608) is mainly engaged in the R&D, design and non-sales of intelligent audio and video SoC chips, providing customers with edge intelligent master control platform chips with voice interaction capabilities in AIoT scenarios, which are widely used in low-power intelligent audio and video terminal products such as smart blue headphones, WiFi smart speakers, and smart watches.
Silver consumption ushered in a blockbuster policy The two companies have layouts in related fields
The National Development and Reform Commission and other departments issued the "Measures on Creating New Consumption Scenarios and Cultivating New Growth Points for Consumption". Among them, it is proposed to expand the new scenario of silver consumption. Guide e-commerce platforms and large supermarkets to hold silver-themed shopping festivals, and support the establishment of silver-haired consumption zones. Accelerate the transformation of consumption places for the elderly, encourage shopping malls, supermarkets and other places to open special areas or convenient windows for the elderly, and improve the convenience of consumption for the elderly. Improve the promotion catalogue of smart health care products and services, develop smart products such as health management, elderly care and psychological comfort, and improve the supply quality of elderly products in the market.
With the acceleration of the aging population, the silver economy has become a market with huge potential. Relevant data shows that as of September 2023, the number of Internet users among the silver-haired population has reached 325 million, an increase of more than 23 million over 2022, and the proportion of the whole network has increased by 1.3 percentage points. The monthly activity scale of silver-haired users is also
From 302 million in 2022 to 325 million in 2023. With the promotion of favorable policies, the cultivation of new scenarios for silver consumption in mainland China is expected to be accelerated, and the market space for silver economy is expected to be further opened. According to the Research Report on the Development of China's Silver Economy released by the Institute on Aging of Fudan University, the scale of the silver economy will reach 19 trillion yuan in 2035, accounting for 28% of total consumption and 9.6% of GDP.
Among the A-share companies, Xiangyu Medical (688626), Chengyitong (300430) and other companies have layouts in the field of silver consumption.
The five departments jointly issued a document to carry out a pilot project for the integration of vehicles, roads and clouds
The National Development and Reform Commission and other departments issued the "Measures on Creating New Consumption Scenarios and Cultivating New Growth Points for Consumption". It is mentioned that cities with purchase restrictions are encouraged to relax vehicle purchase restrictions and increase the issuance of car purchase indicators. Through the linkage between the central government and local governments, funds will be arranged to support the scrapping and renewal of old cars that meet the requirements. Encourage qualified localities to support car replacement updates. Expand the scope of the pilot area for the full electrification of vehicles in the public sector. Steadily promote the commercial operation of autonomous driving, and create new scenarios for high-end intelligent driving. Carry out the pilot application of "vehicle-road-cloud integration" for smart vehicles.
In recent years, the development of the intelligent networked automobile industry in mainland China has achieved positive results. By the end of 2023, a total of 17 national-level test demonstration zones, 7 Internet of Vehicles pilot areas, and 16 pilot cities for the coordinated development of smart cities and intelligent networked vehicles will be built across the country. The construction of "vehicle-road-cloud integration" not only brings new business opportunities for smart transportation construction and solution providers, but also helps the national business expansion of transportation information companies. With the pilot implementation of "vehicle-road-cloud integration", the market growth space of the intelligent networked vehicle industry is expected to be broadened. According to the report of CCID Prospective Industry Research Institute, "Vehicle-Road-Cloud Integration in the Data-Driven Era" Accelerates the Commercialization Process of Autonomous Driving", the scale of China's intelligent networked vehicle market will be nearly 600 billion yuan in 2022, and it is expected to exceed 5 trillion yuan in 2030, and the market size related to "vehicle-road-cloud integration" will exceed 14 trillion yuan.
A-share related concept stocks Jinlu Electronics (301282), Xiongdi Technology (300546), etc.
Efficient and stable carbon dioxide capture has made new breakthroughs
Recently, the research team of Southern University of Science and Technology has made a new breakthrough in the field of carbon dioxide capture. The researchers propose a novel amine-carrier system that achieves efficient and stable carbon dioxide capture, providing a new option for the design of carbon dioxide capture materials. This unique design not only achieves low regenerative energy, but also exhibits excellent cycling stability, high CO2 adsorption capacity, and fast adsorption kinetics to achieve saturation in 15 minutes at room temperature.
With the intensification of human activities, carbon dioxide emissions have increased dramatically, leading to the intensification of the greenhouse effect and the increasingly serious problem of global warming. Carbon capture, utilization, and storage (CCUS) is considered to be the most effective and realistic short-term solution to reduce CO2 emissions. The International Energy Agency predicts that CCUS technology will capture a cumulative 27 billion tonnes of CO2 by 2050. Therefore, it is particularly important to develop new and efficient CO2 capture materials.
A-share related concept stocks mainly include Tongyuan Petroleum (300164), Iceberg Cold and Hot (000530), etc.
Only one shot per week of long-acting insulin is approved for marketing
At present, diabetic patients who need insulin therapy usually need at least one injection of insulin every day, more than three meals, and some patients also need oral medication at the same time. According to reports, on June 24, the website of the State Food and Drug Administration showed that Novo Nordisk's long-acting insulin icodec was approved for marketing. iCodec, or enco insulin, is the world's first long-acting insulin formulation that requires only 1 shot per week. As GLP-1 drugs continue to break long-acting records, insulin finally has its first weekly formulation, and the long-term management of diabetes is bound to usher in new changes.
A-share related concept stocks mainly include Tonghua Dongbao (600867), Gan & Lee Pharmaceutical (603087), etc.
The first batch of networked satellites of the Thousand Sails constellation will be launched soon, and the development of commercial aerospace will be accelerated
Shanghai Securities News has learned that the launch ceremony of the first batch of networking satellites of the "Thousand Sails Constellation" will be held in Taiyuan on August 5, which means that the Chinese version of "Starlink" is about to shine in the starry sky. At that time, Gesi Aerospace will stage a grand scene of "one arrow and 18 stars", that is, all 18 stars will be handed over to the rocket party, and the rocket party will bring them into space together. The Thousand Sails Constellation Project is the "G60 Starlink" plan. According to the plan, the first phase will complete the launch of 1,296 satellites, and in the future, more than 14,000 low-orbit broadband multimedia satellites will be built.
Orient Securities Research Institute believes that in 2023, China's commercial aerospace will usher in a real first year, the industrial chain will begin to mature, the infrastructure will become more and more perfect, and the demand will gradually become clear. In 2024, commercial aerospace will be written into the government work report for the first time, and the subsequent GW constellation and G60 starlink are expected to gradually enter the bidding period and intensive launch period, and the satellite industry chain will officially usher in a period of development opportunities. Satellite manufacturing and satellite launch in the upstream space segment are the first to benefit, followed by network construction equipment and application terminals in the ground segment. Pay attention to the core suppliers of all links of the industrial chain.
Guobo Electronics (688375) is the largest R&D and production platform for T/R components in China in addition to the internal supporting of the whole machine user, and the developed multiple active phased array T/R components have gradually entered finalized batch production;
Shanghai Hanxun (300762) won the bid to be shortlisted for the development of the first phase of the satellite communication payload product of the low-orbit satellite constellation, and the payload is expected to be put into production in 2024 and delivered to the satellite.
The price increase trend of storage manufacturers has not changed, and the industry as a whole has entered the pace of recovery
Recently, according to supply chain news, major storage manufacturers announced new official prices for the third quarter of 2024 to consumer end customers. Among them, eMCP, uMCP, eMMC, UFS, DDR, LPDDR embedded memory have increased in price to varying degrees, with the highest increase of 15%. In addition, TrendForce expects the quarterly price increase of DRAM contracts to be 13%-18%, NANDFlash contracts to be 15%-20%, and eMMC/UFS contracts to be about 10% quarterly in the second quarter of 2024.
Analysts believe that the continuous optimization of AI large models and the commercialization of diversified AI application terminals will continue to increase the global demand for computing power, promote the opening of a new round of AI infrastructure construction, and drive the market demand for high-performance Ethernet switches, routers, advanced storage products, GPUs and other semiconductor hardware. The field of traditional consumer electronics is gradually recovering, the original storage inventory is adjusted in place, the price of storage particles has entered the price increase range, and the price of storage spot market is affected by the entry of new terminal products and the advent of the traditional peak season of consumer electronics, and the medium and long-term prices are expected to fluctuate upward.
Among the A-shares, you can pay attention to GigaDevice (603986), BIWIN Storage (688525), etc.
The price of vitamin D3 rose by 11% in a single day, and the industry is expected to get out of the trough
Baichuan Yingfu data shows that on June 24, the average market price of vitamin D3 was 78 yuan/kg, up 11.43% from the 21st and 41.82% from the previous month. At present, the mainstream manufacturers are still in a state of suspension of signing and reporting, and the mainstream order price in the dealer market has risen to about 75 yuan-80 yuan/kg, and the supply is difficult to find. In the later stage, the manufacturer's quotation is bullish, and the dealer market is expected to adjust accordingly.
Zheshang Securities Research Institute believes that vitamin prices have been sluggish for a long time in the past two years, and the profitability of industry leaders has been under great pressure, and some companies have suffered losses. At present, breeding profits are expected to rebound, which will drive the demand for vitamins and be optimistic about the subsequent rise in vitamin prices.
Garden Biology (300401) It has a whole industrial chain layout of lanolin NF grade cholesterol-VD3/25-hydroxyVD3;
NHU (002001) is a leading enterprise in the vitamin industry, with its own key intermediates such as citral and linalool, and synergies with the product industry chain such as flavors and fragrances and new materials IPDA.
Significant investment
Wanma Technology: The subsidiary plans to invest in the construction of autonomous driving cloud service project
Wanma Technology (300698) announced on the evening of June 24 that recently, Shanghai Youka Network Technology Co., Ltd. (hereinafter referred to as "Shanghai Youka"), a wholly-owned subsidiary of the company, signed a strategic cooperation framework agreement with Litai (Shanghai) Information Technology Co., Ltd. (hereinafter referred to as "Litai Technology"). According to the agreement, from June 2024 to June 2026, with the assistance of NVIDIA, the two parties will develop AI enterprise-level software products and build an artificial intelligence computing center by Shanghai Youka, build an industry-oriented intelligent computing center operation and management platform, and provide comprehensive artificial intelligence solutions for industry customers. Wanma Technology also announced that Shanghai Youka plans to invest in the construction of autonomous driving cloud service construction project in Changzhou High-tech Zone, Jiangsu Province, with a planned total investment of about 101 million yuan. In addition, the company disclosed the profit distribution plan for the first quarter of 2024: a cash dividend of 2.3 yuan (tax included) will be distributed to all shareholders for every 10 shares.
Significant winning bids
Hangzhou Colin: Signed a procurement contract of 180 million yuan for energy storage equipment and its accessories
Hangzhou Kelin (688611) announced on the evening of June 24 that the company recently signed a procurement contract with PowerChina Chongqing Engineering Co., Ltd. for energy storage equipment and accessories for the EPC project of Jiangjin Pioneer 120MW/240MWh independent energy storage power station, with a total contract value of 180 million yuan (tax included).
Hainan Rubber: Signed a strategic cooperation framework agreement with Hainan Finance Group
Hainan Rubber (601118) announced on the evening of June 24 that the company signed a "Strategic Cooperation Framework Agreement" with Hainan Finance Group Co., Ltd. (hereinafter referred to as "Hainan Finance Group"). The cooperation includes jointly promoting the construction of Hainan Natural Rubber Industry Fund; Jointly promote investment and mergers and acquisitions around the natural rubber industry chain to strengthen, supplement and extend the chain. After the signing of the agreement, the two parties will establish a working mechanism for daily contact, hold regular consultations on follow-up issues of cooperation, jointly study and formulate cooperation plans, and coordinate and implement specific matters of cooperation.
Lander Technology: The subsidiary obtained a letter of intent for the fixed-point of Hunan CRRC electric drive
Lander Technology (002765) announced on the evening of June 24 that Chongqing Lander Transmission Machinery Co., Ltd., a subsidiary of the company, recently received a letter of intent from the customer Hunan CRRC Times Electric Drive Technology Co., Ltd. to become a designated supplier of its gear shaft parts.
Anhui Construction Engineering: Jointly won the bid for the 9.018 billion yuan expressway project
Anhui Construction Engineering (600502) announced on the evening of June 24 that the company (leader) and the company's subsidiaries Anhui Construction Construction Investment Group Co., Ltd., Anhui Water Conservancy Development Co., Ltd., Anhui Highway and Bridge Engineering Co., Ltd., and Anhui Construction Road and Port Construction Group Co., Ltd. won the bid for the S20 Changfeng to Gushi Expressway Huoqiu to Anhui Yu boundary section of the project concessionaire bidding (secondary) project, with a winning bid price of 9.018 billion yuan.
CLP Xingfa: The holding subsidiary signed a contract for the procurement of substation and distribution equipment and supporting services
CLP Xingfa (002298) announced on the evening of June 24 that the company's holding subsidiary, Suzhou Switch No. 2 Factory Co., Ltd., won the bid for the procurement of power transformation and distribution equipment and supporting services for the project of Suzhou Taihu Science City Nanda Education Park, and recently received the notice of winning the bid and signed the "Suzhou Taihu Science City Nanda Education Park Project Substation and Distribution Equipment Procurement and Supporting Services Contract" with the Suzhou High-tech Zone (Huqiu District) Urban Construction Management Service Center. The total contract amount is 99.9568 million yuan, accounting for 4.47% of the company's latest audited operating income. The project duration is 180 days.
Jinzhi Technology: Won the bid for a total of 56.48 million yuan for smart energy and smart city related projects
Jinzhi Technology (002090) announced on the evening of June 24 that recently, the company won the bid for the distribution network, power transmission and transformation related projects of the provincial company under the State Grid Co., Ltd., with a bid amount of 33.9862 million yuan, and Jiangsu Dongda Jinzhi Information System Co., Ltd., a wholly-owned subsidiary of the company, won the bid for the Yuhuatai District Court Trial Court Project Smart Court Electronic Information Equipment Procurement Project, with a bid amount of 22.4956 million yuan. The total bid amount of the above projects is 56.4818 million yuan, accounting for 3.49% of the company's total operating income in 2023. The winning of the above projects will help enhance the company's core competitiveness in the field of smart energy and smart city business.
Shareholders increase or decrease their holdings
Hangzhou Iron and Steel Co., Ltd.: Chengtong Financial Holding intends to reduce its holdings of no more than 2% of the company's shares
Hangzhou Iron and Steel Co., Ltd. announced that Beijing Chengtong Financial Holding Investment Co., Ltd. (hereinafter referred to as "Chengtong Financial Holding"), a shareholder of 14.2% of the company's shares, intends to reduce its total holdings of the company's shares by means of block transactions not exceeding 67,543,800 shares, accounting for no more than 2% of the company's total share capital.
Changhai shares: Director Shao Jun plans to increase his holdings of 50,000 shares to 60,000 shares of the company
Changhai shares announced that the company's director Shao Jun plans to increase his holdings of the company's shares in a centralized bidding transaction within 6 months (that is, from June 25 to December 24), and the number of shares to be increased is not less than 50,000 shares and not more than 60,000 shares, and the increase plan does not set a price range for increasing holdings.
Wan Nianqing: The controlling shareholder plans to increase his holdings of the company's shares by 20 million yuan to 40 million yuan
Wan Nianqing announced that the company's controlling shareholder, Jiangxi Cement Co., Ltd., plans to increase its holdings of the company's shares within 6 months through centralized bidding transactions, with an increase of not less than 20 million yuan and no more than 40 million yuan.
Jinhong Gas: One of the actual controllers intends to increase its shareholding by 8 million to 15 million yuan
Jinhong Gas announced that it received a notice from Zhu Genlin, the concerted action person of Jin Xianghua and Jin Jianping, the actual controllers of the company, that he intends to increase his holdings of the company's shares through the methods allowed by the trading system of the Shanghai Stock Exchange (including but not limited to centralized bidding, block trading, etc.), with a total increase of not less than 8 million yuan and no more than 15 million yuan.
KTC Technology: The controlling shareholder intends to increase its shareholding in the company by 20 million yuan to 40 million yuan
KTC Technology (001308) announced on the evening of June 24 that Ling Bin, the controlling shareholder, actual controller and chairman of the company, plans to increase his holdings of the company's shares in a centralized bidding transaction within 6 months, with a total amount of not less than 20 million yuan and no more than 40 million yuan.
Xingyuan Environment: Some directors and executives plan to increase their holdings of the company's shares
Xingyuan Environment (300266) announced on the evening of June 24 that Li Jianxiong, chairman of the company, Sun Mingfei, director and general manager of the company, Fu Junmin, director and deputy general manager of the company, and Fang Qiang, director and chief financial officer of the company, will increase their holdings of the company's shares within 3 months according to market conditions, and the total amount of additional shares will not be less than 1.3 million yuan and not more than 2.6 million yuan. There is no price range for this increase plan.
Baoland: Shareholder Zhao Yanxing plans to reduce his holdings of no more than 1% of the company's shares
Baoland (688058) announced on the evening of June 24 that Zhao Yanxing, a shareholder of 5.69% of the company's shares, plans to reduce the company's shares by no more than 776,000 shares, that is, no more than 1% of the company's total share capital.
Meijin Energy: Some directors and executives plan to increase their holdings of the company's shares
Meijin Energy (000723) announced on the evening of June 24 that some of the company's directors and executives plan to increase their holdings of the company's shares through centralized bidding within 6 months. Among them, Zheng Caixia, director and chief financial officer, increased her holdings by no less than 10 million yuan and no more than 15 million yuan; Zhao Jia, director and secretary of the board of directors, increased his holdings by no less than 10 million yuan and not more than 15 million yuan; Chief engineer Li Yanlong increased his holdings by no less than 10 million yuan and no more than 15 million yuan.
Canaan Technology: The actual controller plans to increase his holdings of the company's shares by no less than 1 million shares
Canaan Technology (300412) announced on the evening of June 24 that Fang Hengzhi, the actual controller of the company, plans to increase his holdings of the company's shares through centralized bidding within 6 months, and the number of additional shares will not be less than 1 million shares.
Tax friend shares: Zhang Zhenchao, the actual controller, promised not to reduce his holdings of the company's shares within 12 months
Tax Friends (603171) announced on the evening of June 24 that it received a letter of commitment from Zhang Zhenchao, the actual controller, chairman and general manager, who promised not to reduce the company's shares directly held by the secondary market in the form of centralized bidding or block trading within 12 months from July 1, 2024.
Jiangsu Boyun: Lansan Venture Capital plans to reduce its holdings of no more than 1% of the company's shares
Jiangsu Boyun (301003) announced on the evening of June 24 that the company's shareholder Suzhou Blue Investment Management Co., Ltd. - Suzhou Lansan Venture Capital Co., Ltd. (hereinafter referred to as "Lansan Venture Capital") plans to reduce the company's shares by centralized bidding within 3 months after 15 trading days (accounting for 1% of the company's total share capital after excluding the number of shares in the repurchase special securities account).
Tianlong Group: Some directors and senior executives will reduce their holdings of the company's shares by no more than 0.23%.
Tianlong Group (300063) announced on the evening of June 24 that Wang Na, deputy general manager of the company, Chen Dongyang, director and deputy general manager and financial director, Cai Wei, director, Mei Qin, deputy general manager, Feng Yujian, deputy general manager, and Wang Jing, deputy general manager and secretary of the board of directors, plan to reduce their holdings of the company's shares by a total of no more than 1.7403 million shares (accounting for 0.23% of the company's current total share capital) through centralized bidding.
*ST Jingfeng: The controlling shareholder intends to increase his shareholding in the company by 2 million yuan to 4 million yuan
*ST Jingfeng (000908) announced on the evening of June 24 that Ye Xiangwu, the company's controlling shareholder, actual controller, chairman and president, plans to increase his holdings of the company's shares with a centralized bidding trading system from June 25 to September 24, with a total increase of not less than 2 million yuan and no more than 4 million yuan. In addition, on June 24, the closing price of the company's shares was 0.98 yuan per share, which was lower than 1 yuan for the first time, and the company's shares may be terminated because the stock price is lower than the par value.
Chongqing Road and Bridge: Hangshi Linxin plans to reduce its holdings of no more than 3% of the company's shares
Chongqing Road and Bridge (600106) announced on the evening of June 24 that Hangshi Linxin Technology Innovation (Hangzhou) Co., Ltd. (hereinafter referred to as "Hangshi Linxin"), a shareholder of 12.03% of the company, plans to reduce the company's shares by a total of no more than 39.8708 million shares, that is, no more than 3% of the company's total share capital.
Shareholder buybacks
Hailu Heavy Industry: It is planned to repurchase shares of 50 million to 100 million yuan for cancellation and reduction of registered capital
Hailu Heavy Industry announced that the company intends to repurchase shares with 50 million yuan - 100 million yuan, and all the repurchased shares will be used for cancellation to reduce the company's registered capital, and the upper limit of the repurchase price is 8.55 yuan per share.
Hefeng shares: plans to repurchase the company's shares with 150 million yuan to 300 million yuan
Hefeng announced that it intends to repurchase the company's shares for 150 million yuan to 300 million yuan, and the repurchase price does not exceed 10 yuan per share (inclusive). The purpose of repurchasing shares is to maintain the company's value and shareholders' rights and interests, and the repurchased shares will be sold in accordance with relevant regulations, and the part that has not been sold within the time limit will be cancelled in accordance with the law.
Zhongnan Culture: It is planned to repurchase shares of 30 million to 60 million yuan for cancellation and reduction of registered capital
Zhongnan Culture (002445) announced on the evening of June 24 that the company intends to repurchase shares for 30 million yuan to 60 million yuan for cancellation to reduce the company's registered capital, and the repurchase price does not exceed 2.66 yuan per share.
Jia Linjie: It is planned to repurchase shares for 20 million to 40 million yuan to cancel and reduce the registered capital
Jia Linjie (002486) announced on the evening of June 24 that the company intends to repurchase shares at a price of no more than 2.61 yuan per share for cancellation to reduce the company's registered capital. The total amount of funds for the repurchase of shares shall not be less than 20 million yuan and not more than 40 million yuan.
LongShine Group: It is planned to repurchase shares of 100 million to 200 million yuan for cancellation and reduction of registered capital
Longxin Group (300682) announced on the evening of June 24 that the company intends to repurchase part of the company's public shares with 100 million to 200 million yuan for cancellation and reduction of the company's registered capital, and the repurchase price does not exceed 14 yuan per share.
Shangpin Home Delivery: It is planned to repurchase the company's shares for 25 million to 50 million yuan
Shangpin Home Delivery (300616) announced on the evening of June 24 that it intends to repurchase the company's shares with 25 million yuan - 50 million yuan, and the repurchase price does not exceed 20 yuan / share (inclusive), and the repurchased shares will be used to maintain the company's value and shareholders' rights and interests, and will be sold within the specified period in accordance with the relevant repurchase rules and regulatory guidelines.
GCL Integration: repurchased 7,504,700 shares of the company
GCL Integration (002506) announced on the evening of June 24 that on the same day, the company repurchased 7.5047 million shares of the company through a share repurchase account in a centralized bidding manner, accounting for 0.13% of the company's current total share capital, with the highest transaction price of 2.01 yuan / share and the lowest transaction price of 1.99 yuan / share, with a total turnover of 15.0028 million yuan (excluding transaction costs).
Jialong shares: plans to repurchase shares from 50 million yuan to 100 million yuan
Jialong shares (002495) announced on the evening of June 24 that the company intends to repurchase part of the shares for 50 million yuan to 100 million yuan for equity incentives or employee stock ownership plans, and the repurchase price does not exceed 2.2 yuan per share.
Important Announcements
Founder Securities: It plans to transfer 49% of the equity of Credit Suisse Securities to Beijing State-owned Assets Company for 885 million yuan
Founder Securities (601901) announced on the evening of June 24 that the company intends to transfer 49% of the equity of Credit Suisse Securities, a shareholding company, to Beijing State-owned Assets Management Co., Ltd. (hereinafter referred to as "Beijing State-owned Assets Company"), with a transfer consideration of about 885 million yuan. Upon completion of the transfer, the Company will no longer hold equity interest in Credit Suisse Securities. According to preliminary estimates, if the equity transfer is delivered before December 31, 2024, it will increase the company's net profit for the year by about 273 million yuan.
3 consecutive board golden unicorn: the company's short-term increase in stocks is higher than the industry growth and the Shanghai Composite Index in the same period, and there is an overheated market sentiment
3 boards of gold unicorn issued a risk reminder that the company's short-term increase in shares is higher than the industry growth and the Shanghai Composite Index in the same period, there is an overheated market sentiment, but the company's fundamentals have not undergone major changes, and there is no material information that should be disclosed but not disclosed.
Asia-Pacific Technology: Pu Jianying, general manager of the company, was released on bail pending trial
Asia-Pacific Technology announced that the company recently received a notice from Pu Jianying, director and general manager of the company's subsidiary, Yatong Technology, that the Hai'an Municipal Public Security Bureau issued the "Decision on Bail Pending Trial" on June 19, and decided to release Pu Jianying, general manager of the subsidiary Yatong Technology, on bail pending trial due to the need for security accident investigation, and the period will be calculated from June 19. At present, Pu Jianying can perform his duties normally, the production and operation of the company and its subsidiary Yatong Technology are normal, and all work is carried out in an orderly manner.
Guiguang Network: Chen Yu was elected as the chairman of the company
Guiguang Network announced that the board of directors elected Chen Yu as the chairman of the fifth board of directors of the company, no longer serving as the general manager of the company, and acting as the general manager of the company.
ST Zhongnan: Received the decision to terminate the listing of the company's shares
ST Zhongnan (000961) announced on the evening of June 24 that the company received the "Decision on the Termination of the Listing of Jiangsu Zhongnan Construction Group Co., Ltd." issued by the Shenzhen Stock Exchange on June 24, and the company's shares will be terminated by the Shenzhen Stock Exchange. If the company's shares are terminated due to the forced delisting of transactions, they will not enter the delisting period for trading, and the company's shares will be delisted within 15 trading days after the decision to terminate the listing is made.
iFLYTEK: The iFLYTEK Spark large model upgrade conference will be held on June 27
iFLYTEK (002230) announced on the evening of June 24 that the company will release the latest progress of the iFLYTEK Spark model at the Beijing National Convention Center on June 27 as scheduled. With the theme of "AI Assistant that Understands You", this conference released the iFLYTEK Xinghuo large model V4.0 and related landing applications. In addition, on June 24, the 2023 National Science and Technology Award Conference was held in Beijing, and the "Key Technology and Industrialization of Multilingual Intelligent Voice" declared by the company as the first completion unit won the first prize of the National Science and Technology Progress Award.
Simei Media: The controlling shareholder and others were suspected of violating the letter disclosure and were filed by the Securities Regulatory Commission
Simei Media (002712) announced on the evening of June 24 that the company's controlling shareholders Sichuan Tourism Investment Group, Zhu Mingqiu and their concerted actors Capital Investment received the "Notice of Case Filing" issued by the China Securities Regulatory Commission on June 24. Sichuan Tourism Investment Group, Zhu Mingqiu, and Capital Investment are suspected of violating laws and regulations in information disclosure, and in accordance with relevant laws and regulations, the China Securities Regulatory Commission has decided to file a case against Sichuan Tourism Investment Group, Zhu Mingqiu, and Capital Investment.
Soling Co., Ltd.: Its subsidiary was selected as the supplier of a Japanese joint venture brand automobile company
Soling shares (002766) announced on the evening of June 24 that the company received on June 22 from its wholly-owned holding company Huizhou Sanqi and a Japanese joint venture brand automobile Co., Ltd. signed on the purchase of electronic exterior mirror display and controller, streaming media rearview mirror (collectively referred to as "specific parts") of the "Advance Selection Target Agreement", Huizhou Sanqi has been selected as a supplier of specific parts. The smooth supply of the company to customers is expected to have a positive impact on the company's operating results from 2025 to 2030.
Guoanda: It plans to establish a joint venture to carry out research and development of eVTOL fire and rescue aircraft
Guoanda (300902) announced on the evening of June 24 that the company recently signed a "joint venture agreement" with Zero Gravity Aircraft Industry (Hefei) Co., Ltd. (hereinafter referred to as "Zero Gravity") to establish a joint venture to jointly carry out the research and development, application and promotion of eVTOL fire rescue aircraft and eVTOL aircraft fire fighting business, as well as the research and development and application promotion of aircraft active and passive overall safety solutions. The registered capital of the joint venture company is 10 million yuan, and the company contributes 8 million yuan, accounting for 80%.
Huatian Technology: Completed the development of 3D DRAM packaging technology based on TVS process
Huatian Technology (002185) said on the interactive platform on June 24 that the company has completed the development of 3D DRAM packaging technology based on TVS process.
Haichen Co., Ltd.: Haimeng Technology's semiconductor automatic storage system was unveiled
On June 24, Xinfu Semiconductor Technology (Hefei) Co., Ltd. held the first automation equipment move-in ceremony in Hefei, and the semiconductor automatic storage system built by Haimeng, a subsidiary of Hichain, for Xinfu Semiconductor was officially unveiled. Chen Jiayu, chairman of Xinfu Semiconductor, said that the semiconductor automatic transmission equipment delivered this time can ensure that the products are produced in a highly clean and pollution-free environment, and ensure the clean manufacturing conditions and high-quality product quality in the production process. Liang Zhirui, deputy general manager of Hichain, said that the semiconductor AMHS system entered this time was independently developed and produced by Haimeng Technology, and the Haimeng team will continue to go all out in the future to ensure the smooth completion of the installation and delivery process. The company looks forward to achieving more fruitful results in the future cooperation between the two sides and jointly promoting the continuous development of the semiconductor automation industry in mainland China.
Zheng Hongmeng: 800G high-speed switches are starting to be mass-produced
At the annual general meeting of shareholders held on June 24, Zheng Hongmeng, chairman of the Fortune Federation of Industries, revealed the shipment of the company's high-speed switches and other products. He said that the company's 400G shipments continue to grow, 800G is accelerating the introduction and deployment of production, the company's customers are mainly global Tier-1 network equipment suppliers, 800G switches are beginning to mass production, is expected to be shipped in the second and third quarters of 2024, I believe that with the continuous iterative upgrading of products, the company's profitability is also expected to further improve.
Vanke A: The holding subsidiary provides guarantees for the company's loans from banks
Vanke A (000002) announced on the evening of June 24 that in order to meet its business needs, the company has applied for a bank loan from Bank of Communications Shenzhen Branch and completed the withdrawal, with a total withdrawal amount of 1.5 billion yuan and a term of 10 years. Shenzhen Vanke Development Co., Ltd., a wholly-owned subsidiary of the Company, intends to provide corresponding pledge guarantee for the aforesaid loan with 100% equity interest in Shenzhen Senmao Land Co., Ltd. held by the Company.
Information development: The revenue related to the smart transportation business accounts for a low proportion of the company's main business
Information Development (300469) disclosed on the evening of June 24 that the stock trading change announcement said that the company's main business is smart transportation and smart government, and the company's performance income is realized by the traditional business smart government (archives and food safety), and the income related to smart transportation business accounts for a low proportion of the company's main business. As of March 31, 2024, the company's net profit attributable to listed companies in the first quarter of the reporting period was –23.685 million yuan, and the company's operating income was 23.555 million yuan. Among them, the company's smart government affairs (archives and food safety) revenue accounted for more than 90% of the total revenue. The company's fund-raising project is a Beidou free flow construction project, which is a pilot project for the installation of Beidou vehicle terminals. Because the project belongs to the promotion of the innovative model, the project promotion is slow, the market expansion is slow, the business model is still to be accepted by the audience, so far the project investment is far lower than expected, and has not yet formed actual income, please pay attention to the investment risk.