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 "Microsoft Blue Screen" incident promotes autonomous and controllable acceleration These two leading operating system companies have benefited significantly
According to reports, on July 19, after the CrowdStrike Falcon Sensor update, the kernel driver file csagent.sys caused a blue screen on the Windows system of a large number of users around the world. In addition to the system blue screen, Microsoft 365 applications and services have also experienced disruptions, affecting businesses and users across the globe. It is important to note that this crash did not affect GNU/Linux distributions and Apple macOS devices. According to Forrest, a global analyst, manual repairs require the deletion of corrupted files, etc., which is time-consuming, while some of Crowdhit's largest customers may manage millions of computers and may take days or more to complete the repair work.
The agency believes that the operating system is the cornerstone of the IT system and an important "foundation" to support the digital infrastructure, and the Microsoft blue screen incident reflects the necessity of the operating system to be autonomous and controllable. The domestic operating system has achieved important results in terms of high reliability. Taking Huawei's HarmonyOS as an example, the HarmonyOS kernel does not have root permissions, which improves system security from the source. On July 16th, it was reported that the official website of Huawei's HarmonyOS developer has also appeared on the page of the HarmonyOS PC version.
iSoftStone (301236) has created the industry's first cross-instruction set operating system, SwanLinkOS, released commercial display software distribution and transportation software distribution, and took the lead in completing the adaptation of OpenHarmony operating system's x86 architecture-based intel chip on the PC side.
China Software (600536) Kylinsoft's operating system products have ranked first in China's Linux market share for 12 consecutive years. In 2023, Kylinsoft will continue to make efforts in the domestic operating system market, achieving breakthroughs in key industries such as party and government, finance, communications, and energy, and further expanding its regional market advantages.
2. Eli Lilly Tirpatide Injection Approved for Weight Loss Indications in China Two leading companies in the GLP-1 industry chain ushered in development opportunities
On July 19, Eli Lilly announced that Mufengda (tirpatide injection) was approved by the National Medical Products Administration for the indication of long-term weight management. Mufengda is the first and only approved glucose-dependent insulinotropic peptide (GIP)/glucagon-like peptide-1 (GLP-1) receptor agonist, and the first innovative drug approved by Eli Lilly in the field of obesity treatment in China. In June this year, the National Medical Products Administration approved the marketing application of Novo Nordisk (semaglutide injection for long-term weight management) developed and produced by Novo Nordisk in China. The approval of the weight management indication of tirpotide injection means that the two popular products in the weight loss session have been approved in China.
Mufengda is the first and only approved glucose-dependent insulinotropic peptide (GIP)/glucagon-like peptide-1 (GLP-1) receptor agonist, and the first innovative drug approved by Eli Lilly in the field of obesity treatment in China. Mufengda binds to and activates GIP receptors and GLP-1 receptors to reduce food intake, reduce body weight, and reduce fat mass by regulating appetite. De Herland, President and General Manager of Eli Lilly China, said that the approval of Mufengda's new indication marks the first long-term weight management innovative drug for Eli Lilly China. In view of the excellent weight loss effect of tirpatide and the market demand for GLP-1 due to the rising obesity rate in mainland China, tirpatide is expected to quickly increase sales in China. At the same time, tirpatide will drive the arrival of the dual-target (GLP-1R/GIPR) era, and domestic GLP-1 industry chain companies are expected to usher in development opportunities.
688076 In 2023, the company signed a CDMO cooperation with a well-known domestic biopharmaceutical company for GLP-1 API, and signed orders for semaglutide injection and oral administration in Europe and Latin America regions respectively. Under the big industrial trend of GLP-1, the company actively expands production and embraces opportunities, and is expected to achieve a multi-ton production capacity by the end of 25, and is expected to undertake GLP-1 related orders, with outstanding growth.
Sirnaomics (688117) focuses on the field of peptide medicine and is one of the most powerful peptide R&D and production enterprises in China. Provide CDMO services such as API process research and clinical research product customization for Paige Biotech's class I new glucose control drug, long-acting GLP-1 receptor agonist vepanatide injection.
3. The mainland promotes large-scale equipment renewal and expands the scope of support to old elevators and other fields
The Standing Committee of the People's Republic of China held on July 19 studied the policy measures to support large-scale equipment renewal and consumer goods on a daily basis, and decided to make overall arrangements for ultra-long-term special treasury bond funds to further promote large-scale equipment renewal and consumer goods on a daily basis. It is also necessary to optimize the support method for equipment renewal projects, expand the scope of support to equipment renewal in the fields of energy and power, old elevators, and energy conservation, carbon reduction and safety transformation in key industries, lower the application threshold, and simplify the approval process.
GF Securities Research Institute said that in terms of domestic demand, the correlation between the total demand for new elevators and the real estate boom is gradually weakening, and the demand for new elevators in the infrastructure field represented by rail transit is rising, and the market space for superimposing old houses is broad, and it is currently in a rapid start-up stage; In terms of external demand, the elevator export market is in the ascendant. At present, the aging trend of elevators is obvious, and the number of elevators in China is close to 11 million, which is at the starting point of large-scale elevator renewal, and the space for the next ten years is considerable.
Inovance Technology (300124) is a leading manufacturer of elevator controllers and related supporting components;
Guangri Co., Ltd. (600894) is one of the enterprises with the longest history of elevator manufacturing in China, and has four core brands: Hitachi Elevator, Yongda Elevator State-owned Holding Guangri Elevator and Yida Express Elevator.
4. The latest enhanced version of pure-blooded Hongmeng was released to realize the independent and controllable core technology of the operating system
According to the official website of Huawei Developer, HarmonyOS NEXT Developer Beta 2 was officially released recently, which enhances the basic capabilities of ArkUl on the basis of Beta 1, adds gesture blocking capabilities, enriches the lifecycle management capabilities of various components, and provides more detailed settings for various components. At present, Huawei has launched two rounds of beta testing for HarmonyOS NEXT developers and pioneer users, and the models support Mate60, Mate X5, MatePad Pro, etc. According to the plan, the first wave of public beta of HarmonyOS NEXT will be launched in August.
AVIC Securities Research Institute believes that for a long time, the operating system has been dominated by European and American companies, but Huawei has taken root through long-term investment in operating system technology research and development, and has made comprehensive breakthroughs in the core technology of the operating system, including the kernel, external core, file system, programming language, compiler, programming framework, AI framework, and AI large model. OpenHarmony, the base of the HarmonyOS operating system, has become the fastest-growing open-source operating system for smart terminals.
Runhe Software (300339) officially signed a contract with HarmonyOS Ecosystem Services (Shenzhen) Co., Ltd. in December 2023 to jointly promote the application and implementation of relevant localized root technologies in various fields of HarmonyOS ecology in thousands of industries;
iSoftStone (301236) is one of the first HUAWEIHiLink software service providers to actively participate in the construction of the HarmonyOS ecosystem.
5. CATL and others have successively announced solid-state battery patents, and the development process of the industry is expected to accelerate
Recently, Sichuan's first solid-state battery innovation industrial park project was launched in Yibin City, with a total investment of 9.5 billion yuan. The project is invested and constructed by Sichuan New Energy Vehicle Innovation Center and Chengdu SECCO Private Equity Fund, and will be constructed in two phases. In addition, CATL has disclosed a newly granted utility model patent for solid-state batteries. Tesla also recently disclosed a solid-state battery patent information, and its R&D team used new materials to increase the battery cycle life by 10%.
According to the research institution, 2024 is the first year of semi-solid/solid-state battery installation, and NIO, SAIC, and GAC have released solid-state battery solutions and partially realized the installation, and the rest of the car companies are expected to continue to follow suit. Overseas battery manufacturers such as LGES and Samsung SDI are also accelerating the deployment of solid-state batteries, and plan to mass-produce all-solid-state batteries from 2027 to 2028. In addition, the rise of the low-altitude economy has further strengthened the business logic of solid-state batteries, and the demand for new energy vehicles + eVTOL has resonated, opening up the solid-state long-term market space.
Li Yuanheng (688499) began to lay out its solid-state battery business in 2020, and then successively provided Qingtao Energy with equipment such as chemical composition, laser welding, laser mold separation machine, battery cell assembly line, etc., and the main equipment has been delivered;
LEAD (300450) has achieved a major breakthrough in the core process of all-solid-state battery manufacturing, launched an all-solid-state whole-line solution, and has received orders for key equipment for solid-state batteries from a number of internationally renowned enterprises.
6. WeChat swipe payment debuted and the application ecosystem is becoming more and more perfect
According to reports, as the largest fintech exhibition in China and even Asia, the 2024 China International Finance Exhibition opened recently. The theme of this year's financial exhibition is "Digital Finance Leads the Future, Integrity and Innovation Build a New Financial Ecology", focusing on cutting-edge scientific and technological achievements. As the latest innovation of WeChat Pay, WeChat Swipe Pay and iris recognition technology were unveiled at this financial exhibition. This year, with a more mature attitude, WeChat has shown the outside world the outstanding achievements in many aspects, including the improvement of the application ecosystem and the expansion of product functions in the past year.
In March this year, the State Council issued the "Opinions on Further Optimizing Payment Services and Improving Payment Convenience". With the advantages of no media and non-contact, WeChat has actually provided payment services that are more convenient for people's livelihood with innovative technology. Since May last year, WeChat Swipe Pay has covered six major areas of life, including office, campus, fitness, retail, catering, and transportation. In the form of cooperation, more brands and service providers have taken the initiative to access and integrate WeChat swiping into a link of their own chain, so that the application ecosystem of WeChat swiping is becoming more and more perfect.
A-share related concept stocks mainly include Xiongdi Technology (300546), Yuanfang Information (300306), etc.
7. Promote the balance between supply and demand of the power grid The first all-green power supply virtual power plant was put into operation
According to reports, on July 18, China's first all-green power supply virtual power plant project has been officially put into operation in Ningbo, Zhejiang. It is reported that the project realizes the traceable all-green power supply in the industrial park, and through the coordinated operation of photovoltaic, energy storage, charging piles, and industrial loads, it can realize the real-time economic intelligent switching of multiple power supply references.
Virtual power plants have important value in the construction of new power systems, and are an important help to solve the problem of the "energy triangle", that is, to achieve safety, environmental protection and economy at the same time. Through the integration and optimal control of distributed energy resources and multi-load resources, the virtual power plant has formed a kind of "risk hedging" resource, which can provide support in the form of peak regulation services, frequency regulation services, and demand response according to the needs of the safe operation of the power grid. It can effectively promote the balance between supply and demand of the power grid, realize the low-cost integration of distributed energy resources into the grid, and promote the green energy transition. Huatai Securities predicts that the market size of virtual power plants in mainland China will reach 10.2 billion yuan in 2025 and is expected to increase to 100 billion yuan by 2030.
A-share related concept stocks mainly include Keyuan Wisdom (002380), Youxunda (300514), etc.
8. Scientists have successfully made a new type of thin-film semiconductor, and the electron migration speed has been increased by 7 times
According to reports, scientists from the Massachusetts Institute of Technology in United States, the Army Research Laboratory of the United States Army Combat Capability Development Command (DEVCOM) and the University of Ottawa in Canada have successfully developed a new type of ultra-thin crystalline thin film semiconductor using a crystal material called ternary quartz. The thickness of the film is only 100 nanometers, which is about one thousandth of the diameter of a human hair. Among them, the migration rate of electrons has set a new record, which is about 7 times that of conventional semiconductors. The results will enable scientists to develop new and efficient electronic devices.
A-share related concept stocks mainly include Tuojing Technology (688072), Dongjing Electronics (002199), etc.
2. Company information
1. Dameng Data: It has certain advantages in the field of shared storage cluster technology
Dameng Data (688692) said in an institutional survey that the company has always adhered to the independent research and development route, and has certain advantages in the mastery and commercialization of key core technologies, especially shared storage cluster technology. In 2020, the company completed the research and development of key technologies such as shared storage cluster technology, breaking the technical monopoly of foreign database manufacturers, achieving a breakthrough in localization "zero", and successively applied it in the domestic informatization construction in the fields of energy, finance, telecom operators, party and government. At the same time, this technology is also the pre-technology of high-end database all-in-one machine, and on the basis of shared storage cluster technology, the company has also further developed Dameng database all-in-one products. The company's products have good ecological compatibility, which significantly reduces the difficulty of information system developers in different industries to transplant and adapt to Dameng database, and shortens the time cycle and personnel cost of users to carry out information system transplantation.
2. Jingwei Hengrun: It is actively deploying the mass production of L4 unmanned driving related businesses
Jingwei Hengrun (688326) said in an interview that the company has business cooperation with some L4 unmanned driving related companies in R&D services and solutions, and at the same time, it is also actively deploying mass production business. A variety of the company's sensors and controller products can be applied to related fields, and the company will actively evaluate and strive for related project opportunities. In the field of L4 unmanned driving, in addition to high-quality and reliable products, comprehensive testing and rigorous verification of products and vehicles is the key link to ensure safety and efficient performance.
3. Company announcement
Cangzhou Mingzhu (002108) The controlling shareholder of Hebei Cangzhou Dongsu Group intends to transfer 183,996,755 shares of the company to the Traffic Control Group, and entrust the voting rights and other rights corresponding to the remaining 129,916,148 shares of the remaining company (accounting for 7.77% of the company's current total share capital) to the Traffic Control Group. After completion, the controlling shareholder of the company will become the traffic control group, and the actual controller will be changed to the Cangzhou State-owned Assets Supervision and Administration Commission.
Penghui Energy (300438) plans to build an energy storage cell and system integration project with an annual output of 10GWh and a semi-solid-state battery project with an annual output of 1GWh in the Ulanchabu Chahar High-tech Development Zone, of which the fixed asset investment of the energy storage project is about 1.8 billion yuan, and the fixed asset investment of the semi-solid-state battery project is about 500 million yuan.
Shenchi Electromechanical (603109) plans to spend 50 million to 80 million yuan to repurchase shares, and the repurchase price will not exceed 13 yuan per share.
Jitai Co., Ltd. (002909) plans to spend 20 million to 40 million yuan to repurchase shares, and the repurchase price will not exceed 6.13 yuan per share.
Wansheng Intelligent (300882) was identified as the winning unit of the first batch of framework bidding projects for metering products of China Southern Power Grid Corporation in 2024, and the winning materials are three-phase smart electric energy meters, single-phase smart electric energy meters, external circuit breakers (fee control switches) for electric energy meters, and broadband carrier communication modules. The total amount of the winning bid is 247 million yuan, accounting for about 221% of the company's operating income in 2023.
Yangtze River Electric Power Co., Ltd. (600900) The board of directors approved the investment and construction of Hunan Youxian Guanghanping Pumped Storage Power Station Project by Hunan Youxian Pumped Storage Co., Ltd., with a total investment of no more than 10.997 billion yuan, of which the capital accounts for 20% of the total investment.
Pengling shares (300375) increased by 378.71% to 417.94%, due to the rapid growth of the production and sales of new energy vehicles, the company's previous annual investment in research and development projects have increased production orders.
Longyuan Technology (300105) is expected to have a net profit of 10.5 million yuan to 13.5 million yuan, a year-on-year increase of 96.92% to 153.18%.
Haichang New Materials (300885) is expected to increase by 70% to 100% due to the company's active market development and continuous increase in sales orders.
Pharmaron (300759) is expected to grow by 34% to 45% as it benefits from the initial recovery in investment and financing in the global biopharmaceutical industry. In terms of segments, laboratory services benefited from the recovery of newly signed orders, and revenue in the second quarter hit a record high.
Longsys (301308) expects to achieve a net profit of 520 million to 6.1 billion yuan, a year-on-year turnaround, because the global semiconductor storage market is in an industry upward cycle, in sharp contrast to the industry downward cycle in the same period last year. The company has taken multiple measures to vigorously expand various businesses and achieved remarkable results.
Hongda shares (600331) announced on the evening of July 21 that according to the reorganization plan, Shudao Investment Group Co., Ltd. will undertake 536 million shares of the company held by Sichuan Hongda Industrial Co., Ltd., accounting for 26.39% of the company's total share capital. If the reorganization plan is successfully implemented, the controlling shareholder and actual controller of the company will be changed. Before the change in equity, the controlling shareholder of the company was Hongda Industrial, and the actual controller was Liu Canglong; After the change of equity, Shudao Group intends to become the controlling shareholder of the company, and the State-owned Assets Supervision and Administration Commission of the Sichuan Provincial Government intends to become the actual controller of the company.
Yongda Co., Ltd. (001239) intends to acquire 51% of the shares of Jiangsu Jinyuan High-end Equipment Co., Ltd. held by Ge Yanming or his designated party in cash. The transaction is expected to constitute a major asset restructuring. Jinyuan equipment products are the core components of the gearbox, the main income comes from the wind power field, and has a high market share and leading market position in the field of heavy-duty high-speed gear forgings for wind power.
Hengshen New Materials (000782) plans to invest in the construction of a high-performance polyamide differentiated fiber intelligent manufacturing project, with an investment of no more than 2.9 billion yuan.
Yankuang Energy (600188) plans to acquire control of Highland Resources, a Australia-listed company, whose main business is the development of potash projects, and the core project is a potash mine under construction in northern Spain, with potash resources of about 280 million tons.
Shuangliang Energy Conservation (600481) won the bid of 217 million yuan for the procurement project of direct air cooling and ancillary equipment.
Weiwan Sealing (301161) said on the interactive platform on July 19 that the semiconductor equipment seals developed by the holding subsidiary have been supplied in batches in part of the process.
Chaojie shares (301005) net profit in the first half of the year increased by 55%-100% year-on-year;
The signing of overseas operation contracts by a wholly-owned subsidiary of Linyang Energy (601222) is expected to have a positive impact on the company's operating work and operating results in 2024 and 2025.
Maijie Technology (300319) plans to purchase 100% of the equity of Ankeyuan and 20% of the equity of Jinzhichuan.
A subsidiary of Huadong Pharmaceutical (000963) signed a service agreement for the cooperative development and marketing of QX005N products.
The subsidiary of China Petroleum Engineering (600339) won the bid for the US$397 million Southeast Oilfield off-site facility project, which will have a positive impact on the company's operating income and total profit in the next four years.
4. Subscription of new shares
Liju Thermal Energy (603391): Subscription code: 732391, the issue price is 40.00 yuan / share, and the issue price-earnings ratio is 15.56 times. The company is mainly engaged in hot water boilers and steam boilers. Comparable company: Zhejiang Mining Co., Ltd. (300837).
Heshun Convertible Bonds (111020): subscription code: 713166, credit rating: AA-, conversion value: 99.16.
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【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!