Tips: Whether a seed can take root and grow into a big tree depends not only on the seed itself. In addition, it is also necessary to look at the objective environment such as soil, light, water source, and animals where the seeds grow. Information is like a seed, whether it can affect the rise of stock prices also depends on the objective environment of the market at that time. Calm, rational and objective analysis and decision-making are very important prerequisites for successful investment and speculation.
1. Investment information
1. The 16th Huawei User Conference will be held this week, and 5.5G blockbuster products will be announced
According to Huawei's official news, the 16th Huawei User Conference (HUGM2024) will be held in Istanbul, Turkey on July 4-5, 2024. Attendees will listen to the results of the improvement of TOPN issues in 2023 and discuss the direction of improvement of TOPN issues in 2024. At this conference, Huawei will unveil the Apollo Version. According to reports, Huawei's ApolloVersion is "the first 5G-A version released based on the R18 protocol".
5G-A, also known as 5.5G, is the technological evolution of 5G, which can achieve significant improvements in capacity, speed, latency, positioning, and reliability compared with 5G. The first standard version of 5G-A, 3GPPRel-18, was officially frozen in Shanghai on June 18 this year, which is a milestone event in the development of the 5G industry and marks 2024 as the first year of 5G-A commercialization. During its MWC2024 in Shanghai last month, Huawei announced its industrial technology evolution from 5G to 5G-A. The release of blockbuster products at this conference may help accelerate the commercialization of 5G-A, and industry chain companies have attracted attention.
Canqin Technology (688182) company's ceramic dielectric filters can be widely used in 4G, 5G, 5.5G communication networks. The company has a long-term cooperation with Huawei to provide solutions for the electronic ceramics business.
The communication cables and data cables of Xinya Electronics (605277) are used in small base stations and 5G macro stations for 5G communication, communication in large public places, data centers, WI-FI6 wiring, F5G all-optical campuses, 5.5G base stations and other scenarios, mainly supplied to Huawei, Amphenol, etc.
2. The SCO summit is about to be held, and related companies are in the spotlight
According to media reports, the Council of Heads of State of the Shanghai Cooperation Organization (SCO) will be held in Astana, the capital of Kazakhstan, and the SCO has become a security barrier, a bridge of cooperation, a bond of friendship and a constructive force in the region. According to the memorandum signed at last year's SCO summit, Belarus will join the SCO as a full member at the Astana summit, bringing the number of SCO member states to double digits, a "historic breakthrough" and a sign that the SCO is gradually becoming the most influential regional international organization.
The meeting will emphasize the strengthening of trade, investment and infrastructure construction, and consider the development of a unified map of transport connectivity, which has great geo-economic and political value in terms of transport connectivity, which will promote the deep integration of China with the international markets of Central Asia, South Asia, West Asia and Europe, and become a landmark project for the interconnection and mutual benefit between China and the SCO countries under the framework of the "Belt and Road". It will not only build the southern access road of the new Eurasian land bridge and broaden the transportation scope, but also change the traffic pattern in the western part of the mainland.
Among the listed companies, you can pay attention to Bakken Energy (002828), Golden Eagle Heavy Industries (301048), etc.
3. Large-scale commercial application The world's largest sodium-ion battery energy storage system was put into operation
According to reports, on June 30, the world's largest sodium-ion battery energy storage project, Datang Hubei 100 MW/200 MWh sodium ion new energy storage power station science and technology innovation demonstration project, the first phase of the science and technology innovation demonstration project, was completed and put into operation, with a production scale of 50 MW/100 MWh. This project marks a new stage of large-scale commercial application of sodium-ion battery energy storage technology.
With the continuous development of the energy sector, from lithium-ion batteries to photovoltaic power generation to energy storage systems, sodium-ion batteries are seen as the next promising technology. Although sodium-ion batteries have a low energy density, their cost advantages, safety, and high and low temperature performance bring potential application prospects. Compared with lithium-ion batteries, sodium-ion batteries have the advantages of abundant resource reserves, low cost, and fast charging. Theoretically, the cost of sodium battery materials can be 30%-40% lower than that of lithium batteries. However, it lags behind lithium-ion batteries in terms of energy density, and is suitable for market segments such as electric two-wheelers, energy storage, and low-speed electric vehicles.
A-share related concept stocks mainly include Huayang shares (600348), Shanghai Xiba (603200), etc.
4. The Shanghai Cooperation Organization (SCO) summit will be held soon
It is reported that the Council of Heads of State of the Shanghai Cooperation Organization will be held in Astana, the capital of Kazakhstan. After 23 years of joint efforts, the SCO has become a security barrier, a bridge of cooperation, a bond of friendship and a constructive force in the region. According to the memorandum signed at last year's SCO summit, Belarus will join the SCO as a full member at the Astana summit, bringing the number of SCO member states to double digits, a "historic breakthrough" and a sign that the SCO is gradually becoming the most influential regional international organization.
Analysts believe that the meeting will emphasize the strengthening of trade, investment and infrastructure construction, and consider the development of a unified map of transport connectivity, which has great geo-economic and political value in terms of transport connectivity, and will promote the deep integration of China and the international markets of Central Asia, South Asia, West Asia and Europe, and become a landmark project for interconnection and mutual benefit between China and the SCO covered countries under the framework of the "Belt and Road". It will not only build the southern access road of the new Eurasian land bridge and broaden the transportation scope, but also change the traffic pattern in the western part of the mainland.
A-share related concept stocks mainly include Tianshun shares (002800), Bakken Energy (002828), etc.
5. The supply of concentrate is tight, and overseas demand is strong, and lead prices continue to rise
According to reports, the terminal shows that as of June 30, the Shanghai Lead 2409 futures contract (code: PB2409) listed on the Shanghai Futures Exchange has risen for four consecutive months, with a cumulative increase of 22.34% this year. In the past, the first half of the year was the off-season for lead consumption, but now there is a pattern of off-season. Industry insiders said that the supply of lead concentrate is tight, the operating rate of recycled lead production capacity is low, and overseas demand is strong, and it is expected that lead prices are expected to rise further when the regular peak season arrives in the second half of the year.
A-share related concept stocks mainly include Yuguang Gold and Lead (600531), Huayu Mining (601020), etc.
2. Company information
1. Nankuang Group: The rise in metal prices has a positive impact on the company's development
Nankuang Group (001360) said in an institutional survey that from the perspective of the industrial chain, the rise in metal prices and the improvement of the industry's prosperity have a relatively positive impact on the company's development. First of all, the rise in metal prices means a boom in the mining industry, which increases the demand for mining machinery and equipment, bringing more business opportunities and market share to the company. Secondly, the improvement of the industry's prosperity makes mining enterprises more willing to invest in equipment renewal and expansion, which further promotes the sales of mining machinery products and related services, thereby enhancing the company's competitiveness and influence in the industry. The company will continue to pay close attention to market dynamics and actively respond to challenges to ensure the company's long-term stable development.
2. Xinlaifu: Plastic transparent radiation-proof materials have entered the pilot stage
Xinlaifu (301323) said in an institutional survey that the company developed a full range of lead-free and non-toxic formulas of flexible high-energy ray lead-free protective materials, and compared with tungsten and other precious metal materials and other lead-free protective products, it has the advantages of low cost and high shielding efficiency, which is an ideal lead alternative material, which can completely change the pollution of heavy metal lead from production to use to environmental pollution and human injury. The flexible high-energy radiation lead-free protective materials produced by the company have the characteristics of lightweight, flexible, lead-free and environmentally friendly, such as medical products, which can reduce weight and make them more comfortable to wear under the same equivalent.
The company focuses on the research and development of transparent radiation protective materials (protective glasses and protective plates), nuclear radiation protective gloves and other products, the company's development of plastic transparent radiation protection materials has entered the pilot stage, the product allows visible light to pass through, but high-energy rays such as rays can not pass, and has good thermoplasticity, in medical glasses, medical masks, mobile screens, glove box observation windows, hand-held dental machine light shields and other aspects can be widely used, at present, only a few overseas countries can produce such products, The company has successfully developed this kind of product to fill the domestic gap. The company's radiation protection material products have formed a series of products, beginning to take shape, the first quarter continued to maintain a good growth state, the series of products will be an important growth point for the company in the next two years.
3. Company announcement
Recently, China Mobile (600941), together with ZTE (000063) and UNISOC, completed the world's first mobile phone directly connected to high-orbit satellites, based on the operator network IoT-NTN IMS (Satellite Internet of Things IP Multimedia Subsystem) voice call laboratory verification.
The controlling shareholder of Longyuan Power (001289) intends to inject part of the new energy assets into the company.
Huayi Group (600623) plans to acquire 60% of the shares of the industrial gas company for 832 million yuan.
Recently, Bloomage Biotech (688363) Pilot Achievement Transformation Center has been fully completed in Tianjin, which can undertake the pilot and small-scale commercial production of various bioactive raw material products such as pharmaceutical grade, skin care grade, food grade, etc., which can be called the world's largest pilot test achievement transformation platform.
The controlling shareholder of Xinhu Zhongbao (600208) is planned to be changed to Quzhou Zhibao, and the actual controller is planned to be changed to Quzhou State-owned Asset Management Institution.
In June, the subsidiaries of Far Eastern Group (600869) won a total of 2.057 billion yuan for the project.
Babi Foods (605338) plans to repurchase the company's shares with 100 million yuan to 200 million yuan.
Hengshang Energy Conservation (603137) won the bid of 183 million yuan for the second phase of Shanghai Lingang G60 Science and Technology Cloud Corridor Project.
The consortium of subsidiaries of Beixin Road and Bridge (002307) won the bid for the 478 million yuan project.
PowerChina (601669) consortium signed an EPC general contracting contract of about 8.1 billion yuan for the Sunan Huangcheng Pumped Storage Project.
Sailis (601127) sold 44,126 new energy vehicles in June 2024.
VeriSilicon (688521) expects to achieve operating income of 610 million yuan in the second quarter, an increase of 91.87% from the previous quarter.
BYD (002594) new energy vehicle sales from January to June increased by 28.46% year-on-year.
Shanghai Yanpu (605128) expects net profit in the first half of the year to increase by 92% year-on-year.
Bowling Bao (002286) expects net profit in the first half of the year to increase by 77%-129% year-on-year.
Sanhua Intelligent Control (002050) net profit in the first half of the year is expected to increase by 5%-15% year-on-year.
4. Subscription of new shares
Tederic Convertible Bonds(113686): Subscription Code: 754289, Credit Rating: AA-, Conversion Value: 111.82.
Liyang Convertible Bonds (118048): Subscription Code: 718135, Credit Rating: A+, Conversion Value: 97.89.
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Note: The internal reference is updated at around 10 p.m. on Sundays, Mondays, Tuesdays, Wednesdays, and Thursdays (occasionally pushed back a little). It is not updated on Friday and Saturday evenings, and it is not updated on holidays.
【Disclaimer】
The information in this information is mainly derived from public information such as Times Wealth Information, CSI Express, SSE Early Know, etc., and this number does not make any guarantee for the accuracy and completeness of these information. The content and opinions expressed in the information are for informational purposes only and do not constitute investment advice for the trading of the securities described. The stock market is risky, please analyze and invest rationally!