No1: Pre-market hot events
1. The RMB exchange rate broke 7 for the first time this year
On May 17, both onshore and offshore RMB fell below the "7" mark against the US dollar for the first time since December 7 and December 29 last year, respectively. The depreciation of the renminbi has increased the net profit of cross-border settlement for export-oriented enterprises.
Export: Ingenuity Home, Jiuqi Co., Ltd., Qisheng Technology, Jialian Technology, Jiayi Co., Ltd., Co-creation Lawn
The first China-Central Asia Summit opened today
Global attention focuses on Xi'an, China", the first two-day China-Central Asia Summit was held in Xi'an, Shaanxi Province on the 18th. This is the first time that the heads of state of the six countries have held a summit in physical form since the establishment of diplomatic relations between China and the five Central Asian countries, which is a milestone in the history of the development of China's relations with Central Asian countries.
Belt and Road: Shaanxi Construction Engineering, Qingsong Construction Chemical, Xinjiang Communications Construction, Railway Track, China Railway Assembly
Third, Musk: In the future, the demand for robots will far exceed that of cars
A few days ago, Tesla's humanoid robot Optimus showed off new skills at the 2023 shareholders' meeting, based on AI to imitate human actions and complete complex tasks of classifying items. Musk believes that the demand for Optimus may far exceed that of cars, reaching 10 billion units, and Tesla's future value will mainly depend on it.
Humanoid robots: Mingzhi Electric, Green Harmonic, Hanyu Group, Jiangsu Beiren, Zhongdaide
4. Tencent's overseas game revenue reached a record high in the first quarter
Tencent Holdings released its financial report for the first quarter of 2023 on the 17th, with game revenue in the international market of 13.2 billion yuan, a year-on-year increase of 25%; Game revenue in the local market was 35.1 billion yuan, a year-on-year increase of 6%; In particular, the performance of domestic games turned positive month-on-month, while breaking a new high in revenue in a single quarter in the past three years.
Games: Baotong Technology, Giant Network, 37 Interactive Entertainment, Glacier Network, Shenzhou Taiyue, Caesar Culture
5. Automotive electronic rearview mirrors will be launched from July 1
The national standard number GB15084-2022 "Performance and Installation Requirements for Indirect Vision Devices for Motor Vehicles" will be officially implemented on July 1, 2023, and this new national standard adds "camera-monitor system (CMS)", "sight mirror and CMS dual-function system" and other content. This means that cars will soon be equipped with electronic mirrors to replace traditional optical mirrors on the road.
Electronic rearview mirrors: Haoshanghao, Tongda Electric, Xingmin Zhitong, Suao Sensing
6. China Telecom took the lead in releasing computing power packages
China Telecom is the first in the industry to release a computing power package, and newly launched an integrated computing power package of "basic computing power + computing power connection + algorithm model + computing power security", providing customers with a full range of standardized, one-stop purchase and convenient delivery of computing power service products, and promoting computing power to empower thousands of industries. Shao Guanglu, general manager of China Telecom, introduced that the computing power of China Telecom has increased by 60%-80% every year, and Tianyi cloud resource pools have been established in more than 200 prefecture-level cities and deployed overseas.
Computing power: Topway Information, Zhongji Xuchuang, Liante Technology, Cambridge Technology, Xinyisheng
7. Industry news
1. Cloudwalk Technology and China Science and Technology Chuangda released a large model on May 18.
2. The name of Apple's headset system is exposed and the release time of MR devices is approaching. (Zhaowei Electromechanical, Changying Precision)
3. Beijing's first 5.5G experimental base station was opened, and 5G entered the next evolution stage. (Xinke Mobile, Shenglu Communications)
4. State Grid Hebei comprehensively promotes the application of intelligent inspection platform. (Dongfang Electronics, Singyuan Technology)
5. The two major departments accelerate the construction of major hazardous waste projects. (CICC Environment, Zhonghuan Environmental Protection)
6. The price of lithium hexafluorophosphate has increased by more than 70% in May. (Yongtai Technology, Polyfluoride)
7. The European Nuclear Union draws up a roadmap that expects the EU's installed nuclear power capacity to increase to 150 GW by 2050. (CNNC, Jiadian Shares)
8. Brilliance China: Officially proposed to invest in Brilliance Renault Jinbei Automotive Co., Ltd. (Jinbei Automobile, Shenhua Holdings)
9. It is rumored on the Internet that the number of births in mainland China this year will be less than 8 million, returning to the level of 1939. (Blonde Rabi, Kid King)
10. The State Administration of Financial Supervision may hold an unveiling ceremony on May 18.
11. Listing Committee of the Shanghai Stock Exchange: The initial offering of Huahong Semiconductor was approved.
12, NVIDIA Huang Jenxun: The next wave of artificial intelligence will be embodied intelligence.
No2: Individual stock observation
1. Selected announcements
Long-term lithium technology: It is planned to invest 10 billion yuan to build a comprehensive industrial base project for high-performance lithium battery materials
Haima Motor: The first functional prototype of Haima hydrogen fuel cell vehicle 7X-H rolled off the production line
Shiji Information: The wholly-owned subsidiary signed a major contract with Hilton USA for Infasys Cloud
Huamin Co., Ltd.: The subsidiary signed a framework contract for the purchase and sale of monocrystalline silicon wafers with the customer
NORD signed a memorandum of strategic cooperation with the General Administration of Foreign Trade and Foreign Investment of the Walloon Canton of Belgium
Dongfang Cable: Signed a 350 million yuan European offshore wind power project contract
Haimexing: It is proposed to repurchase shares for 100 million to 200 million yuan
2. Suspension and resumption of trading
Fuhan Micro: Resumption of trading and plans to acquire 49% of the equity of Eyecore Technology
3. Interactive platform and research information
Tops: Signed a strategic cooperation agreement with Communication Brain
Shensi Electronics: The company is developing large-language models for vertical industries
ArcherMind: It is considering combining operating systems with artificial intelligence, big models, metaverses, etc
Huali Chuangtong: Military-grade Beidou chips have been mass-produced
Guolian Shares: The company has fully integrated ChatGPT
iFLYTEK: At present, only iFLYTEK has proposed a clear timetable for catching up with ChatGPT among domestic large-scale model manufacturers
Jiuyuan Yinhai: Based on the artificial intelligence platform, NIP application products in related industries have been developed
Guoxin Culture: It has successively completed the localization of chip replacement research and development of core products
Kelan Software: Ali's "Tongyi Qianwen" is in internal testing
Huagong Technology: Nadot becomes a partner of NVIDIA Compute Preferred
Fengshang Culture: At present, the company is actively preparing to dock Jay Chou's digital and real integration related businesses and products
4. Announcement of changes
Qingyue Technology: Changed the announcement that the company's silicon-based OLED products are not supplied to Apple
Hangzhou Thermal Power: Change announcement, currently no ultra-supercritical units and virtual power plant business
5. Mine arrays
Good shop: Shareholders intend to reduce their holdings by 7.50%.
Chuangyao Technology: Shareholders intend to reduce their holdings by 6.00%.
Miao Events: Shareholders intend to reduce their stake by 4.85%.
Zhejiang University Network New: Shareholders intend to reduce their holdings by 2.00%.
Luoput: I received the notice of filing the case from the China Securities Regulatory Commission
Gorgeous family: The SSE issued a regulatory work letter to the company