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 price of germanium has continued to hit a record high, and germanium manufacturers have benefited significantly
According to the data of the business community, the current price of molten germanium ingots in the district is 19,800 yuan/kg, compared with 10,600 yuan/kg in May, the price has skyrocketed by 85%. According to Baichuan Yingfu data, on July 24, the price of domestic metal germanium rose by 250 yuan/kg, and the price was 14,750 yuan/kg, which was more than 40% higher than the price on June 12, and showed an accelerated upward trend.
Since the domestic export control policy of gallium and germanium was restricted in early July 2023, the downstream procurement demand has increased, and the domestic inventory has continued to deplete, which is currently at a historical low. Since June this year, the price of germanium has also been rising, and the current price is at a record high. The industry believes that germanium is a satellite, unmanned, infrared, photovoltaic, semiconductor and other cutting-edge technology essential materials, the demand is increasing unabated, and resources are limited, mining difficulties, the rapid rise of the current round of germanium prices is mainly due to the pressure of environmental protection under the production of some lead and zinc smelters to reduce production and stop production resulting in tight supply of germanium, the intensification of geopolitical conflicts to drive the growth of demand for military infrared devices and the rapid development of the satellite Internet industry and other factors. It is expected that the mismatch between supply and demand growth is expected to drive the germanium price pivot up, and related companies are expected to benefit.
Yunnan Germanium Industry Co., Ltd. (002428) currently leads the production of material-grade germanium products (mainly zone-melt germanium ingots and germanium dioxide), infrared-grade germanium single crystals (optical components) and germanium lenses, germanium wafers for solar cells, fiber-grade germanium tetrachloride and compound semiconductor materials.
Hengyang Hengrong High Purity Semiconductor Materials Co., Ltd., a subsidiary of Hengguang Co., Ltd. (301118), is currently mainly engaged in the production and sales of semiconductor materials such as district melt germanium ingots and high-purity germanium dioxide.
2. The United States is developing the next generation of supercomputers These two industry chain companies have benefited from the continued high growth of supercomputing
According to media reports, the United States Department of Energy last week issued a tender for the development of a new supercomputer, Discovery, which will replace the world's fastest known supercomputer, Frontier at Oak Ridge National Laboratory. The deadline for proposals for "Discovery" is August 30, 2024. "Discovery" plans to surpass the performance of the existing "Frontier" by 2027 or early 2028, providing three to five times the compute throughput (e.g., 8.5 ExaFLOPS). Discovery's computing power will support scientific research in multiple fields, including AI, climate change, drug discovery, nuclear security, and green energy solutions.
Supercomputers, also known as high-performance computers and supercomputers, can operate at a speed of hundreds of billions of times per second, tens of millions of times faster than ordinary computers. Supercomputers have a wide range of application scenarios in scientific research, industry, military and other fields, and currently include giants such as Microsoft and Tesla. With the rapid development of technologies such as big data and artificial intelligence, as well as the increasing demand for high-performance computing in scientific research and industry, the supercomputer market is ushering in development opportunities. According to Frost &Sullivan's forecast, the compound growth rate of the mainland supercomputing service market will be about 24.1% from 2022 to 2025, and by 2028, the size of China's supercomputing service market will be close to 90 billion yuan.
Huafeng Technology (688629) company's high-speed connection products can be used in communication equipment, high-end servers for data centers, switches, supercomputers and other fields, and can provide high-speed connector modules for general computing power, intelligent computing and supercomputing.
Suntak Technology (002815) currently has ZTE, H3C (H3C), Yunjian, Powerleader and other customers, and its products are mainly used in supercomputers, server motherboards, storage devices, GPUs and other products.
3. Review and approval The first e-sports Olympic Games will be held in Saudi Arabia next year
According to reports, on the 23rd local time, at the 142nd plenary session of the International Olympic Committee in Paris, France, a much-watched proposal was unanimously adopted: to host the first Olympic e-sports games in Saudi Arabia in 2025. After the proposal is approved, the two sides will immediately proceed to select the host city and venue for the event, and confirm the details of the competition time, events and player qualification procedures. The IOC said on its official website that "history was made today".
As an emerging sport, e-sports has developed rapidly in recent years and has become an industry that has attracted much attention and has huge market potential in the world. In 2023, for the first time, the IOC has established a brand new eSports Commission on the future prospects of esports. In the same year, the Hangzhou Asian Games included e-sports in the official competition for the first time. According to an authoritative report, the number of e-sports users in mainland China is 487 million, and the revenue of the e-sports industry in the first half of the year is 75.993 billion yuan, and the annual revenue in 2024 is expected to exceed 150 billion yuan.
A-share related concept stocks mainly include G.Tech (301503), Kaiying Network (002517), etc.
4. High quality and safer Centimeter-level cell cultured fish meat was successfully prepared for the first time
According to reports, recently, the team of Xue Changhu, an academician of the Chinese Academy of Engineering and a professor at Ocean University of China, successfully prepared centimeter-level cell-cultured fish meat for the first time. The results of further analysis showed that due to the high water content, the texture of centimeter-scale cell-cultured fish meat was softer than that of natural fish, with higher protein and lower fat content, and there was no significant difference in energy from natural golden crucian carp meat (NGM), and centimeter-scale cell-cultured fish meat had better digestive properties.
Rising living standards will lead to an almost doubling of meat consumption, making the demand for safer, higher-quality meat products even more urgent. As an emerging technology, cell-cultured meat is an ideal strategy for producing edible meat products in the laboratory from the cultivation of animal tissue stem cells, providing similar flavor, nutrition and mouthfeel to traditional meat products. According to the study, technological innovation and regulatory support could lead to a significant increase in the consumption of alternative proteins from 2% in 2020 to 22% by 2035, creating a massive market of nearly $300 billion.
A-share related concept stocks mainly include Shuangta Food (002481), Shuanghui Development (000895), etc.
5. The price of germanium rose by 85% in two months, and the price of germanium hit a record high
According to reports, according to the data of the business community, the current price of molten germanium ingots in the district is 19,800 yuan/kg, compared with the price of 10,600 yuan/kg in May, which has skyrocketed by 85%. Germanium is satellites, unmanned, infrared, photovoltaic, semiconductors and other cutting-edge technology essential materials, the demand is increasing unabated, and resources are limited, mining difficulties, the rapid rise of germanium prices is mainly due to the pressure of environmental protection under the pressure of some lead and zinc smelters to reduce production and stop production resulting in tight supply of germanium, intensified geopolitical conflicts to drive the growth of demand for military infrared devices and the rapid development of the satellite Internet industry and other factors, germanium prices are expected to continue to rise, related companies are expected to benefit.
A-share related concept stocks mainly include Yunnan Germanium Industry (002428), Hengguang (301118) and so on.
6. External uncertainty has increased The overall upward trend of gold is still optimistic
Since the beginning of this week, the second quarter report of the US stock market has ushered in the first peak, and in the early morning of the 24th Beijing time, the two supergiants Google and Tesla have released their financial reports. Among them, Tesla's adjusted earnings per share for the fiscal second quarter were $0.52, well below the $0.91 in the year-ago quarter and below analysts' expectations of $0.60. Affected by this, Tesla's stock price plummeted by more than 8% after hours. Although Google's latest financial report is relatively bright, Google's A-market rose by more than 3% and then quickly fell back and fell by more than 2%. Shares of UPS, the global express delivery giant, plunged nearly 14 percent at one point, its biggest intraday drop since October 2008, and were still down 12 percent by the close. Revenue and profit in the second quarter of UPS2024 were lower than expected.
In addition to the risk of performance volatility, global financial markets are currently highly vigilant against geopolitical risks. According to the latest BofA fund manager survey, geopolitical risk has surpassed high inflation and has become the biggest tail risk for global fund managers. In addition, the uncertainty of the United States election, the high debt and deficit ratio of the United States, and the expectation of the Fed cutting interest rates are all good for gold prices.
Against this backdrop, institutions are optimistic about the long-term allocation value of gold, especially gold ETF funds. Recently, the price of gold has been up and down, but the share of many gold ETF funds has bucked the trend. According to the data, Huaan Gold Easy (ETF Connection) was the largest ETF feeder fund added in the second quarter, with a significant increase in fund size from 7.742 billion yuan at the end of the first quarter to 11.362 billion yuan at the end of the second quarter. In addition, Bosera Gold ETF Connect, E Fund Gold ETF Connect, Cathay Gold ETF Connect, Wells Fargo Shanghai Gold ETF Connect, and ChinaAMC Gold ETF Connect also contributed a lot to the underlying ETFs in the second quarter. From a global perspective, global gold-backed ETFs saw inflows of US$1.4 billion in June, the second consecutive month of inflows, which provided some support to gold prices.
Industry insiders believe that the medium and long-term allocation value of gold is still significant, and in terms of specific operations, you can pay attention to Shandong Gold (600547) and gold ETF (159934).
7. The steady increase in the volume of domestic large aircraft is worth looking forward to, and you can pay attention to the stocks in the industrial chain
In the summer of this year, the "hot" degree of the aviation market has not decreased, and the flights operated by the domestic large aircraft C919 are even more "sought after" by passengers, with an average load factor of 86%. He Dongfeng, chairman of COMAC, recently said at the 2024 China Unicom Partner Conference that 6 domestic large aircraft C919 have been delivered, and C919 will be delivered to customers such as Air China and China Southern Airlines in the second half of this year, and is also making every effort to promote production capacity improvement. In addition, he also mentioned that a total of 139 ARJ21 regional jets have been delivered, and the ARJ21 is currently steadily promoting large-scale development and international development. At the same time, the C929 domestic wide-body large aircraft is also steadily advancing the design and research and development.
It is also understood that at the Farnborough International Airshow in United Kingdom, which opened on July 22, COMAC brought 1:20 scale C919, ARJ21 and C929 basic aircraft models, as well as 1:50 scale ARJ21 business jets, medical aircraft, emergency rescue command aircraft, fire extinguishers, cargo aircraft, C919 shortened/high prototype and extended aircraft models to participate in the exhibition. During the Farnborough International Air Show, COMAC will also carry out special promotion activities to strengthen negotiations and exchanges with customers and partners.
At present, the development of the continental aviation equipment industry has formed a relatively complete industrial chain system, and the civil aircraft manufacturing industry represented by COMAC is in a stage of rapid development, and the industrial chain has benefited.
000768 In addition to the A320 wing, AVIC West also provides large components such as the wing and fuselage of C919, ARJ21, AG600 and MA700 aircraft for COMAC, Tongfei and Xifei civil aircraft.
2) Aileda (300696) has entered the direct supplier directory of COMAC CNC precision manufacturing and special process treatment, and has successively undertaken heat table treatment business to prepare for the follow-up C919 production.
3) Aviation engine power (600893) The recovery of global passenger traffic has led to an increase in the flight time and overhaul times of civil aero engines. The sales revenue of engine manufacturers has risen steadily, and the company's international civil aircraft business has picked up.
8. The demand for parts and components is expected to exceed expectations due to the increase in investment in railway equipment across the country
Since July, the daily coal transportation volume of Daqin Railway has exceeded 1 million tons, the coal storage capacity of Qinhuangdao Port, Tangshan Port and Caofeidian Port has remained above 24 million tons, and the coal storage days of more than 300 railway direct power supply plants supplied by the counterpart have been maintained at more than 20 days to meet the peak summer thermal coal demand. In June, a number of indicators of national railway freight reached a record high in the same period in history. In June this year, the national railway sent 332 million tons of goods and completed a freight turnover of 266.5 billion ton-kilometers, an increase of 6.1% and 5.3% year-on-year respectively, a record high. Among them, the average daily loading of national railway coal was 83,500 cars, an increase of 5.6% year-on-year, and the average daily loading of thermal coal was 59,000 cars, an increase of 3% year-on-year, both hitting a record high in the same period.
In the context of the upward trend of national railway freight volume and the improvement of the profitability of China Railway Group, railway investment continues to improve. In the first half of this year, the national railway completed 337.3 billion yuan in fixed asset investment, a year-on-year increase of 10.60%. In the first half of the year, railway investment not only broke the record of the same period in history, but also the highest investment growth rate in the same period in history, of which the investment of more than 100 billion yuan in June increased by 149.54% month-on-month, and the amount and growth rate were unprecedented. In addition, the acceleration of equipment replacement, the increase in EMU maintenance and maintenance, and the increase in the bidding and delivery of new locomotives, the railway industry is expected to meet the high boom cycle.
You can pay attention to core component manufacturers such as CRRC (601766) and China General Number (688009).
9. Natural gas consumption continues to recover There is still room for gas prices to rise
According to the recently released "China Natural Gas Development Report (2024)", in 2023, China's natural gas consumption will be 394.5 billion cubic meters, a year-on-year increase of 7.6%. In the first half of 2024, China's natural gas market continued to recover, with consumption reaching 210.8 billion cubic meters, up 8.7% year-on-year, and annual natural gas consumption is expected to reach 420 billion to 425 billion cubic meters, up 6.5%-7.7% year-on-year.
In the first half of this year, Shenzhen, Chengdu, Fuzhou and other places issued residential piped natural gas price adjustment plans, and the sales price of residential piped gas was raised. According to statistics, more than 130 cities and counties have issued notices or documents on the linkage mechanism of upstream and downstream natural gas prices, and residential gas prices have increased by about 5%-10%. According to CEIC statistics, in March 2024, the price of industrial natural gas in 36 major cities in mainland China was 3.57 yuan/cubic meter, and the price of domestic natural gas was 2.74 yuan/cubic meter. On the one hand, the lower residential gas prices in mainland China are due to the fact that in the actual natural gas price linkage, the price adjustment range of non-residents is higher than that of residents, resulting in cross-subsidy. On the other hand, local governments have given subsidies for fiscal expenditure for the purpose of ensuring supply and stabilizing prices.
In the medium and long term, there is still room for residential gas prices to rise, and the industry is expected to benefit, and it is recommended to pay attention to Blue Sky Gas (605368) and Guizhou Gas (600903).
10. The first manned eVTOL operation standard system will be born to benefit affiliated companies
Recently, the Civil Aviation Administration of China (CAAC) officially accepted the application for the Civil Unmanned Manned Aircraft Operation Certificate (AOC) submitted by Guangdong EHang General Aviation Co., Ltd., a wholly-owned subsidiary of EHang, and its joint venture company, Hefei Heyi Aviation Co., Ltd., marking the birth of the world's first manned electric vertical take-off and landing (eVTOL) operation standard system.
As the world's first driverless manned eVTOL OC approval project, EHang's breakthrough represents an important breakthrough in the UAM field. The successful acceptance of this application not only lays a solid foundation for EHang's future development, but also provides strong support for the development of the entire industry. The successful application of EHang will further promote the development of the low-altitude economy in mainland China and provide strong support for the standardization and standardization of the drone transportation industry in the future.
Among the related companies, Lingnan Holdings (000524) and EHang have jointly built a "tourism" industry cooperation based on the application of intelligent autonomous aerial vehicles in the cultural tourism industry.
Gotion Hi-Tech (002074) has partnered with EHang to develop power cells, battery packs, energy storage systems and charging infrastructure based on EHang's unmanned electric vertical take-off and landing (eVTOL) products, exploring a new model of coordinated industrial development.
11. The proposal for the E-sports Olympics was approved, and the first one will be held next year
Recently, at the 142nd Session of the International Olympic Committee, an epoch-making decision was born: the first Olympic eSports Games will be held in Saudi Arabia in 2025. This marks an important step in the international recognition of esports as an emerging sport by the International Olympic Committee and its inclusion in the Olympic system.
In recent years, esports has grown rapidly across the globe, attracting a large number of young viewers and participants. According to the 2023 Global Esports Market Report released by Newzoo, the total revenue of the global esports market is expected to reach nearly $1.6 billion. With the advancement of technology and the improvement of network infrastructure, esports has become a cultural industry and economic growth point that cannot be ignored.
With the E-sports Olympics approaching, the global e-sports industry will usher in new development opportunities, and it is expected that related industry chains, including e-sports equipment manufacturing, event operations, content production, etc., will benefit from this. Among the related companies, Edifier (002351) E-sports Technology focuses on creating high-performance, high-value, high-level, high-quality gaming headsets, game speakers and other e-sports products;
Shunwang Technology (300113) actively promotes the globalization of e-sports, accelerates the pace of going overseas in the field of e-sports, and carries out in-depth cooperation with overseas e-sports industry partners through independent research and development of "NetGuard Master International Edition", in order to further expand the international market.
12. Fill the gap in China Asia's largest carbon capture device has been verified
According to China Energy Construction Group, Asia's largest 600-ton CO2 direct air capture (DAC) device "Carbon Capture Block CarbonBox" has successfully passed the 100-ton module full-load reliability operation verification. "Carbon Capture Block CarbonBox" is jointly developed by China Energy Construction (Shanghai) Complete Engineering Co., Ltd., a subsidiary of China Energy Construction Group, and Shanghai Jiao Tong University, with completely independent intellectual property rights. This R&D achievement fills the gap in the field of ultra-large tonnage and high-concentration industrial-grade DAC engineering equipment, and marks an important breakthrough in China's direct air capture technology for carbon dioxide.
The construction of ecological civilization in mainland China has entered a critical period with carbon reduction as the key strategic direction, improving the regulation and control of total energy consumption and intensity, gradually shifting to the dual control system of total carbon emission and intensity, and building a clean, low-carbon, safe and efficient energy system. In 2023, the installed capacity of photovoltaic, wind power, energy storage and other installations will grow rapidly, the domestic carbon trading market will be stable as a whole, the price of carbon allowances will increase significantly, and carbon capture technology and demonstration projects will gradually increase.
The listed company, Yuanda Environmental Protection (600292) has successfully completed the research and demonstration of chemical absorption carbon capture technology in the field of CCUS, and is actively carrying out carbon utilization technology research and the reserve of a new generation of carbon capture technology.
Huaguang Huaneng (600475) and the Chinese Academy of Sciences jointly carried out a pilot study of pressurized oxy-fuel combustion involving CO2 capture technology for boiler equipment.
13. The China-ASEAN Free Trade Area 3.0 is accelerating and trade facilitation is expected to be further improved
Foreign Minister Wang Yi will attend the ASEAN-China (10+1) Foreign Ministers' Meeting, the ASEAN-China-Japan-ROK (10+3) Foreign Ministers' Meeting, the East Asia Summit Foreign Ministers' Meeting and the ASEAN Regional Forum Foreign Ministers' Meeting in Vientiane, Laos, from July 25 to 27.
Against the backdrop of slowing global economic growth and prolonged geopolitical conflicts, the situation in East Asia has remained stable on the whole, and regional economic integration has continued to advance. It is the common aspiration and common aspiration of the people of all countries in the region to continue to make the region an engine of development and a highland of cooperation. China looks forward to further building consensus among all parties through this series of foreign ministers' meetings, and making political and fruitful preparations for the series of East Asia Cooperation Leaders' Meetings in October.
Both ASEAN and East Asian cooperation are historical trends. Despite the headwinds of globalization, regional integration in East Asia is unstoppable. Guangxi, as the mainland's gateway and window for opening up and cooperation with ASEAN, will benefit listed companies in the region.
Listed company, Beibu Gulf Port (000582) will give full play to its geographical advantages adjacent to ASEAN, deeply integrate into the "Belt and Road" initiative, improve the level of interconnection between the country and Southeast Asia and other regions, strengthen measures to promote the development of the western region to form a new pattern, promote the high-quality development of the regional economy, and further expand the opening up.
Wuzhou Transportation (600368) In addition to Jinqiao Market, Pingxiang City, on the border between China and Viet Nam, also operates Vantone Logistics Park, which covers an area of about 600 acres and is mainly engaged in the import and export of ASEAN commodities, customs declaration and other businesses.
14. Deep-sea wind power construction accelerates The agency expects that the competition volume will exceed 20GW this year
Recently, the Shanghai Municipal Committee of the Chinese People's Political Consultative Conference (CPPCC) held a special supervision and handling meeting on the key proposal of "Promoting the Transformation of Energy Structure to Promote Shanghai's Implementation of the Dual Carbon Strategy", at which it was proposed that deep-sea wind power is the largest treasure trove of green power resources for the sustainable development of Shanghai in the future, and the plan has been prepared and approved, with a total scale of 29.3 million kilowatts, which can provide about 100 billion kilowatt-hours of green electricity per year after all are completed. In addition, the approval progress of key offshore wind power projects in Guangxi, Guangdong and other regions is also progressing steadily.
GF Securities Research Institute believes that the development potential of the state-owned deep-sea area is great, Zhejiang and Shanghai have bid for 8.3GW in 024, and it is expected that Jiangsu, Fujian and Guangxi are expected to compete in 2024, with a total of more than 20GW, laying the foundation for the installation of sea breeze during the "15th Five-Year Plan" period.
Kaiyuan Securities Research Institute said that in 2024, the bidding volume and installed capacity of the offshore wind power market are expected to rise in both directions, and the bidding of multiple projects at home and abroad is expected to continue to catalyze, and the market pattern is improving. Among them, submarine cables, as the core sector of the offshore wind power industry, are expected to directly benefit from the development of the offshore wind power industry.
Zhenjiang Co., Ltd. (603507) is the leader in the subdivision of wind and solar parts;
Electric Wind Power (688660) is an advanced manufacturer and service provider of onshore wind turbines in China, as well as a leading manufacturer in the field of offshore wind turbines.
15. The top conference in the field of brain-computer interface will be held, and the industry will welcome large-scale application
On July 24, Tianqiao Institute of Brain Science and BCI announced that they will jointly hold the BCl Society & Chen Institute JointBCI Meeting in Shanghai, China on December 6 and 7 this year, marking the first time that the world's top academic conference in the field of brain-computer interface has been established in Asia after 25 years of establishment. This conference invited top international scientists to deliver keynote speeches to discuss the latest progress and trends in the field of brain-computer interface from multiple perspectives such as technology, scientific research, and clinical practice.
Guohai Securities Research Institute believes that brain-computer interface is a new quality of productivity and the future direction of industrial development, the policy encourages the development of brain-computer interface industry, brain-computer interface technology is on the eve of qualitative change in large-scale application, invasive BCI, non-invasive BCI, emotional brain-computer interface and other aspects of domestic and foreign applications are accelerating the landing, Musk's Neuralink company has completed the first human implant in January this year. It is estimated that only considering the brain-computer interface rehabilitation equipment in the field of stroke rehabilitation, the potential market space is about 4 billion yuan to 37.5 billion yuan.
Chengyitong (300430) has cooperated with multiple universities to explore the application of brain-computer interface in the field of rehabilitation, aiming to shift from "passive" to "active" rehabilitation and promote neural reconstruction and brain function recovery;
Guomai Technology (002093) is actively researching the integration of brain-computer connection technology with body-to-body networking solutions and elderly care scenarios.
2. Company information
1. Wangneng Environment: The efficiency improvement of the South Taihu Lake Phase V project will bring new performance growth
Wangneng Environment (002034) said in an institutional survey that in the first half of 2024, the company's main solid waste treatment business will run smoothly, and at the end of May, it signed the Macau EPC+O project, involving the treatment of kitchen waste, grease wastewater and toilet wastewater; In July, the company won the bid for the Sanmenxia food waste treatment entrusted operation project, and the implementation of these two projects will have a positive impact on the company's future business development.
After the company's new power plant is officially put into operation, the company's revenue will also increase with the increase in the scale of waste treatment, the increase in heat supply, and the adjustment of subsidy fees; In addition, the company's various waste recycling projects are also in pilot operation, and some resource utilization projects have contributed profits; The company's South Taihu Lake Phase V project is a typical large-scale equipment trade-in project in the industry, using ultra-high pressure reheat technology, the whole site thermal efficiency is increased from 22% to 30%, and the power generation capacity per ton of waste is increased from the original 350 to 700, which is the country's leading 1000-ton grate ultra-high pressure reheat project, and the efficiency improvement will bring new performance growth to the company.
2. NavInfo: The company's automotive-grade MCU chip AC7801x functional safety product was launched
According to NavInfo (002405) official account, the company's Jiefa Technology automotive-grade MCU chip AC7801x functional safety product has been successfully applied to Kaibu Electronics' CB350 series current sensor, which has passed the ISO26262ASIL C-level functional safety product certification. This application is also an important milestone in the development process of Kaibu Electronics' automotive-grade products, which significantly improves the accuracy, stability and safety performance of current sensors for new energy vehicles. This cooperation will bring more market opportunities to both parties and further promote the development and upgrading of the new energy vehicle industry.
3. Company announcement
Zhejiang Data Management Co., Ltd., a subsidiary of Hangzhou Iron and Steel Co., Ltd. (600126), recently won the bid for the computing power service procurement project, and plans to purchase AI servers, network storage and other supporting equipment to build a computing power cluster with an overall computing power of not less than 68 Pflops. The total investment of the project is about 374 million yuan.
Innova (688253) The actual controllers Ye Fengguang and Zhang Xiujie proposed to repurchase shares for 50 million to 100 million yuan.
Xianheng International (605056) intends to repurchase shares for 50 million to 60 million yuan, and the repurchase price does not exceed 15 yuan per share.
Molding Technology (000700) Shenyang Minghua Molding Technology, a subsidiary, recently received two exterior trim product project designation letters from a leading luxury car customer, which is expected to start mass production in January 2027 with a life cycle of 7 years. The total sales volume of project 1 is expected to be 240,000 sets, and the total sales volume is expected to be 749 million yuan. The total sales volume of project 2 is expected to be 1.1 million sets, and the total sales volume is expected to be 3.483 billion yuan.
Zhongding Co., Ltd. (000887) A subsidiary of AMK, a subsidiary of AMK Co., Ltd., and its Chinese subsidiary, Anhui Anmeike, recently became a bulk supplier of air supply unit assembly products for the air suspension system of a leading new energy brand OEM factory in China. The life cycle of this project is 6 years, with a total amount of about 757 million yuan.
CLOU United States, a subsidiary of CLOU Electronics (002121), recently signed a "battery energy storage system supply contract" with a customer in United States, and CLOU United States will sell a total of about 600MWh of containerized battery energy storage systems to the customer.
Mahe shares (301199) increased by 162.74% to 205.92%, due to the change of regional policies, the unfavorable policy factors affecting the production schedule have decreased, the company's project production progress has accelerated, and the acceptance progress has improved compared with the same period last year.
Pathfinder (300005) is expected to increase by 247.04% to 339.59%, due to the company's implementation of the "outdoor + chip" dual main business strategy, stable operation and high-quality development.
Jiayi shares (301004) increased by 87.06% to 99.32%, due to the continuous upward trend of the main product industry, the continuous improvement of the terminal market, and the steady growth of customer orders.
UBO (300531) has joined hands with UNISOC to launch a new smart handheld terminal DT50 5G equipped with UNISOC P7885. The terminal has transmission and identification capabilities, and will be widely used in application scenarios such as finance, telecommunications, electric power, petroleum, transportation, education, and medical care.
Intel Group (000411) plans to invest 1.05 billion yuan in the construction of Zhejiang Intel Shitang Pharmaceutical Industrial Park project.
Xinweiling (871634) plans to build a new material project with an annual output of 25,000 tons of ultra-fine and high-purity functional zinc-based metal powder in Yangkou Chemical Industrial Park, Rudong County, Nantong City, Jiangsu Province, with a total planned investment of 500 million yuan.
Thayer (300473) solid-state battery products have passed the third-party agency acupuncture and other tests.
ECT (300679) said on the interactive platform that high-frequency and high-speed products adapted to millimeter wave have been shipped to overseas customers in batches.
Yongtai Energy (600157) intends to adjust the total amount of funds for repurchased shares from 150 million yuan to 300 million yuan to 500 million yuan to 1 billion yuan, and intends to change the purpose of repurchased shares to "for cancellation to reduce registered capital".
Shenzhen East Sunshine Industry, the controlling shareholder of East Sunshine (600673), proposed to repurchase the company's shares for 200 million yuan to 400 million yuan.
Shengjian Environment (603324) intends to change the abbreviation of the company's securities from "Shengjian Environment" to "Shengjian Technology".
Pien Tze Huang (600436) net profit in the first half of the year increased by 11.61% year-on-year;
The potential Hengxin (300191) QK17-1-4 well has completed all drilling, completion, wireline testing and oil testing work.
Huace Film and Television (300133) plans to participate in the establishment of an investment fund with 100 million yuan, and jointly build an AI research platform in the field of film and television with Beijing Zhipu Huazhang.
Shanghai Airport (600009) plans to repurchase shares for 530 million yuan.
Obi Zhongguang (688322) plans to purchase a 30% stake in Shenzhen Oruida for 9.5 million yuan.
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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!