Today's focus
1. iFLYTEK: "iFLYTEK Spark Cognitive Model" V1.5 will be released on June 9
iFLYTEK announced that iFLYTEK will release the new progress of the "iFLYTEK Spark Cognitive Big Model" on June 9 as scheduled. This conference will release the "iFLYTEK Spark Cognitive Big Model" V1.5, and further commercial landing results of the Xinghuo Cognitive Big Model in the fields of learning, medical care, industry, and office will also be released simultaneously. This conference will show the rapid upgrade and iteration results of the large model achieved through "user participation + algorithm optimization" since the launch of the "iFLYTEK Spark Cognitive Big Model" one month ago, and demonstrate iFLYTEK's industry-leading technical level and rapid iteration capabilities in the field of cognitive intelligence.
2. Derun Electronics: Obtained the designated project developed by internationally renowned automobile customers, with a project amount of about 13 billion yuan
Derun Electronics announced that the company recently received a notice from its holding subsidiary Meta that Meta has reached a cooperation with an internationally renowned automobile manufacturer to become its global new energy project platform "on-board charging management system" development and mass production supplier, and in the future, there will be a number of models equipped with the company's on-board charging management system products, with an estimated sales revenue of about 13 billion yuan in the life cycle.
3. Individual stocks such as Kemei Diagnostics will usher in a large reduction of 6%.
On the evening of June 6, a number of listed companies issued announcements to reduce their holdings. Among them, Kemei Diagnostics announced that shareholders intend to reduce their holdings of no more than 6% of the company's shares in total; EFORT announced that shareholder Midea Group intends to reduce its holding of no more than 6% of the company's shares; The baby-friendly room announced that shareholder United Investment intends to reduce its holding of no more than 6% of the company's shares.
4. Tongwei Co., Ltd.: It is planned to invest in the construction of 25GW solar cells and 20GW photovoltaic module projects
Tongwei Co., Ltd. announced that its wholly-owned subsidiary, Tongwei Solar Technology Co., Ltd., plans to sign the "Solar Photovoltaic Industry Project Investment Cooperation Agreement" with the People's Government of Shuangliu District of Chengdu to reach a cooperation agreement on the company's investment and construction of a solar cell and 20GW photovoltaic module project with an annual output of 25GW in Shuangliu District, Chengdu, with an estimated total investment in fixed assets of about 10.5 billion yuan. The project is divided into two phases, of which the first phase of the 25GW annual output of the battery project is expected to be completed and put into operation in 2024, and the second phase of the 20GW annual output module project is expected to be completed and put into operation in 2025.
5. LONGi Green Energy: It is planned to invest about 12.5 billion yuan to build 20GW monocrystalline silicon rods, 24GW monocrystalline cells and supporting projects
LONGi Green Energy announced that it plans to invest in the construction of 20GW monocrystalline silicon rods, 24GW monocrystalline cells and supporting projects in Xi'an, Shaanxi Province, and the overall planning of the project is divided into three phases, and the LONGi Global Innovation Center project is also supported by the construction of the LONGi Global Innovation Center project. The total investment is approximately CNY 12.5 billion.
6. Baiyun Airport: The passenger throughput in May was 5,077,500, a year-on-year increase of 584.49%
Baiyun Airport released a production and operation data express report in May, with 37,101 takeoffs and landings in May, a year-on-year increase of 254.49%; The passenger throughput was 5,077,500 person-times, a year-on-year increase of 584.49%; The cargo and mail throughput was 157,600 tons, a year-on-year increase of nearly 4.5%.
Operating data
Longpan Technology: Lithium iron phosphate cathode material shipments in May were 12,073.66 tons, an increase of 74.70% month-on-month and a year-on-year increase of about 49%
China Overseas Grand Ocean Group: Cumulative contracted sales in the first five months were 21.278 billion yuan, a year-on-year increase of 35.2%
Wens: Pig sales revenue in May was nearly 3.7 billion yuan
Luoniushan: May pig sales revenue of 112 million yuan, a year-on-year increase of 23.88%
Guangzhou Port: May is expected to complete cargo throughput of 47.162 million tons, a year-on-year increase of nearly 5%
Dongfeng Motor: Nearly 1,900 new energy vehicles sold in May
Shennong Group: Pig sales revenue in May was 176 million yuan
First shares: 5.351 billion yuan signed in May
Haima Motor: Sales in May nearly 2,000 units, up 4.08% y/y
Metro Holdings: Contract sales in May decreased by 36.53% year-on-year
Important Notes
Transfer of shares
Tiandiyuan: The subsidiary intends to transfer 95.45% of its equity interest in Suzhou Tiandiyuan to the company
Binhua shares: It is proposed to transfer 30.8% of the shares of Tiancheng Company and 6.25% of the shares of Hairong Company to related parties for 41.8 million yuan
Equity mergers and acquisitions
Shenzhen China A: Plans to purchase 35% of the equity of Xinsen Company
Gengxing shares: intends to acquire the minority shareholders' interests of the holding company for 21.57 million yuan
Sanchuan Wisdom: Plans to acquire 8% equity of Jisheng Technology for 62.4 million yuan
Project bidding
Samsung Medical: Won a total bid of 314 million yuan for State Grid-related procurement projects
Juhua Technology: Won the bid for a procurement project with a total amount of about 345 million yuan
Youxunda: Won the bid for the 309 million yuan China Southern Power Grid and State Grid projects
Shuangliang Energy Conservation: The consortium led by a wholly-owned subsidiary won the bid for a 192 million yuan project
Fengfan Co., Ltd.: Won the bid for a 188 million yuan power grid procurement project
Colin Electric: Won the bid for the 94.7486 million yuan power grid procurement project
Zhitong Electronics: Won the bid for CCB's smart teller machine procurement project
Investment cooperation
Zhangjiang Hi-Tech: It plans to increase its capital by 1.3 billion yuan to Shanghai Zhangjiang Integrated Circuit Industrial Zone Development Co., Ltd
Zhengping Co., Ltd.: Signed strategic cooperation agreements with SDIC Gansu New Energy and Qinghai Chai Construction Investment
Zhongchuang Environmental Protection: The holding subsidiary signed a cooperation agreement
Liansheng Chemical: It plans to invest in technical transformation projects such as ABL with an annual output of 20,000 tons
Times Electric: CRRC Times Semiconductor plans to carry out capital increase and share expansion to introduce strategic investors
Hangzhou Oxygen Co., Ltd.: plans to jointly invest in a 25,000Nm³/h air separation gas supply project in Indonesia
Refinancing
Chengfa Environment: 2 billion yuan of ultra-short-term financing bonds were accepted for registration
GCL Energy Branch: Adjust the convertible bond plan, and the adjusted fundraising amount will not exceed 2.649 billion yuan
Construction repair: It is planned to raise no more than 225 million yuan for the repair of EPC projects
Jinrong Tianyu: It is planned to raise no more than 187 million yuan
Medical approval
Fudan Fuhua: Bicalutamide tablets, a holding subsidiary, passed the consistency evaluation of generic drugs
Nanxin Pharmaceutical: Oseltamivir phosphate dry suspension obtained drug registration certificate
Lidman: Obtained two medical device registration certificates
Sinopharm Hyundai: Cefazoline sodium for injection of the holding subsidiary passed the consistency evaluation of generic drugs
Jianyou Co., Ltd.: The subsidiary zoledronic acid injection and other products have been approved by the US FDA
Fuxiang Pharmaceutical: Fuxiang Technology, a wholly-owned subsidiary, obtained a safety production license with the scope of the license for vinylene carbonate (VC)
Other matters
Shanghai Electric Power: Hunan Huarong energy storage project is connected to the grid at full capacity
Lenovo Group: Effective June 19, the company's shares will be designated as dual-counter securities by the Stock Exchange
K. Wah shares: Zhang Guanling became the largest shareholder of the company
Increase or decrease holdings/buybacks
Reduction
Pan Asia Micro Transparency: Shareholders intend to reduce their holdings of no more than 4% of the company's shares
Jingsong Intelligence: Anyuan Investment intends to reduce its holding of no more than 2% of the company's shares
Jushun Shun: Hainan Yongchang intends to reduce its holding of no more than 3% of the company's shares
Andaville: Shareholders intend to reduce their holdings of no more than 2.14% of the company's shares in aggregate
Qixia Construction: Nanjing Hi-Tech plans to reduce its holding of no more than 1.91% of the company's shares
CCCC Real Estate: Chongqing Yufu intends to reduce its stake in the company by no more than 1.6%.
Yaowang Technology: Yunnan Zhaolong intends to reduce its stake in the company by no more than 1.5%.
Palmfun Technology: Major shareholder Liu Huicheng intends to reduce his stake by no more than 1%.
Shengxunda: Shareholders intend to reduce their holdings of no more than 1% of the company's shares
263: The controlling shareholder and some directors and supervisors intend to reduce their holdings of no more than 0.978% of the shares
Overweight
Zhangjiang Hi-Tech: It plans to increase its capital by 1.3 billion yuan to Shanghai Zhangjiang Integrated Circuit Industrial Zone Development Co., Ltd
Haida shares: The directors intend to increase their holdings by no less than 5 million shares
Repurchase
Tencent Holdings bought back 1.2 million shares on June 6, costing HK$400 million
Risk Warning
Guanshi Technology: The company's main business has nothing to do with Apple's "VisionPro" products
Honchuan Intelligence: The application of printed circuit board technology in the field of 6G communication has not yet made substantial progress
Zhaolong Interconnection: At present, the company's high-speed interconnection products are small
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