Wu Xiaoqiu: At present, the most important thing is to restore investor confidence and stop the bleeding first
Wu Xiaoqiu, dean of the National Institute of Financial Research of Renmin University of Chinese and a national first-class professor, said that China's economy is recovering in 2023, but the market has not responded accordingly, which makes me very confused. Restoring confidence and stabilizing the market is the most important task at present. First, in the face of the current situation in the capital market, I still have to call for the suspension of IPOs; second, the improvement of the system should mainly start from three aspects, namely, the improvement of the IPO system on the basis of the registration system, the improvement of the rules for reducing shareholdings, and the thorough reform of the securities lending mechanism.
National Bureau of Statistics: The manufacturing purchasing managers' index in January increased by 0.2 percentage points from the previous month
National Bureau of Statistics: In January, the manufacturing purchasing managers' index (PMI) was 49.2%, up 0.2 percentage points from the previous month, and the level of manufacturing prosperity rebounded. In terms of the scale of enterprises, the PMI of large enterprises was 50.4 percent, up 0.4 percentage points from the previous month, higher than the critical point, the PMI of medium-sized enterprises was 48.9 percent, up 0.2 percentage points from the previous month, lower than the critical point, and the PMI of small enterprises was 47.2 percent, down 0.1 percentage points from the previous month, lower than the critical point. From the perspective of sub-indexes, among the five sub-indices that constitute the manufacturing PMI, the production index and the supplier delivery time index are higher than the critical point, and the new orders index, raw material inventory index and employment index are lower than the critical point.
Shanghai Headquarters of the People's Bank of China: Implement differentiated housing credit policies
Shanghai Headquarters of the People's Bank of China: Held the 2024 Monetary and Credit Work Conference to deploy Shanghai's monetary and credit work in 2024. The first is to maintain a reasonable growth in the total amount of money and credit and enhance the stability and sustainability of the growth of the total amount of credit; the second is to achieve a balanced supply of credit; the third is to optimize the structure of credit supply; the fourth is to revitalize the resources that have been inefficiently occupied and effectively improve the efficiency of the use of funds; the fifth is to do a good job in real estate finance; and the sixth is to continue to release the results of the reform of the loan prime rate (LPR).
The "two supremes" revised and adjusted one crime: "selling company assets at a low price" will also be criminalized
The "two supremes" revised and adjusted one crime, and "selling off" company and enterprise assets at a low price will also be criminalized. The Supreme People's Court and the Supreme People's Procuratorate jointly issued the Supplementary Provisions on the Enforcement of the Criminal Law of the People's Republic of China (VIII). It is understood that the "Supplementary Provisions (8)" amends and adjusts one crime in accordance with the Amendment (12) to the Criminal Law, that is, "the crime of favoritism and malpractice in the sale of shares at a low price and the sale of state-owned assets" is adjusted to "the crime of favoritism and malpractice in the sale of shares at a low price and the sale of company or enterprise assets".
Oil prices will be raised tonight, and filling up a tank of 92 gasoline will cost 8 yuan more
Since 24 o'clock on January 31, domestic gasoline prices and diesel prices have been raised by 200 yuan/ton. Equivalent to the price increase, No. 92 and No. 95 gasoline increased by 0.16 yuan/liter, and No. 0 diesel increased by 0.17 yuan/liter. After this price adjustment, the cost of oil for consumers has increased. For an ordinary private car with a fuel tank capacity of 50 liters, the owner will spend about 8 yuan more to fill up a tank of fuel, and for a large logistics transport vehicle with a full load of 50 tons, the fuel cost will increase by about 1.8 yuan per 100 kilometers on average.
The coordination mechanism for urban real estate financing has been rapidly implemented, and Chongqing and Nanning have successively determined the "white list" of projects
Under the continuous promotion of the regulators, the urban real estate financing coordination mechanism was launched. Recently, Nanning and Chongqing in the western region have successively established real estate financing coordination mechanisms, and the white list of real estate projects has also taken the lead in landing. Among them, Nanning has pushed the first batch of 107 real estate projects to local financial institutions, and Chongqing has also sorted out the first batch of 314 real estate projects, with a financing demand of about 83 billion yuan, and pushed it to 28 major banks under its jurisdiction. It is reported that at present, a number of real estate companies have applied for whitelist projects in different places, waiting for the approval of local government departments.
National Bureau of Disease Control and Prevention: A case of H3N2 and H10N5 co-infection was found in Zhejiang Province
According to the National Disease Control Bulletin, a case of H3N2 and H10N5 co-infection was found in Zhejiang Province. The outbreak was an occasional interspecies transmission of birds to humans. The risk of the virus infecting people is low, and no human-to-human transmission has occurred. Experts suggest that the public should avoid contact with sick and dead poultry in their daily life, try to avoid direct contact with live poultry, pay attention to food hygiene, enhance self-protection awareness, wear masks if they have fever and respiratory symptoms, and seek medical attention as soon as possible.
A major breakthrough in brain-computer interface technology has enabled quadriplegic patients to achieve autonomous brain control and drinking water
Xuanwu Hospital Affiliated to Capital Medical University announced that the world's first implantable epidural electrode brain-computer interface has made a breakthrough in the behavioral ability of quadriplegic patients caused by cervical spinal cord injury. A quadriplegic patient was implanted with an epidural chip in the brain to achieve autonomous brain control to drink water, which was the first in the world. At present, the patient can drive pneumatic gloves through EEG activities to achieve brain control functions such as drinking water independently, and the grasp accuracy rate is more than 90%. The patient's ASIA clinical score and sensory evoked potential measurement of spinal cord injury improved.
More than 100 A-share companies made a move after the market on the 31st
When the market continued to be sluggish, the repurchase boom of listed companies continued, and the peak of repurchase reappeared on January 31, and about 140 listed companies released repurchase plans and repurchase progress after hours. According to statistics, nearly 500 listed companies have repurchased since the beginning of this year, and more than 400 listed companies are implementing repurchase plans.
Northbound funds emerge with mysterious power "BOCI Hong Kong" ranks first in the inflow
In the past month, the inflow of funds through the "BOCI Hong Kong" seat has reached 44.645 billion, ranking first. The main body of the company is not a subsidiary of BOC Securities, but a wholly-owned subsidiary of BOCI International, the largest investment bank in the overseas market.
A circle of friends has spread, what is the current situation of the two financial institutions?
A screenshot of the circle of friends of the employees of a South China brokerage company made the tension about the liquidation of the two financial institutions spread for a while. The screenshot mentions that "the number of customers in the company's business department today is the largest since 2018, more than in April 2022." "The reporter conducted a comprehensive verification, and the overall feedback showed that there was a risk, but it was controllable at present. In recent days, some financial customers have touched the warning line of maintaining the guarantee ratio and have forced liquidation, but it is not a large-scale abnormal situation. A person from a brokerage in East China said that many customers had taken the initiative to withdraw from the two financial businesses in advance. In addition, according to the feedback of brokers, the regulator also pays close attention to the situation of the two brokerages and communicates the situation at any time.
The Federal Reserve's first New Year's report is due tonight
At 3 a.m. Beijing time on Thursday, the Federal Reserve is about to announce its first interest rate decision in 2024. The industry is now widely expected to maintain the target range for federal interest rates tonight at a 22-year high of 5.25%-5.5% touched in July last year. But any slight changes to the Fed's monetary policy statement, as well as Fed Chair Jerome Powell's hawkish stance at his post-meeting press conference, could change the market dynamics that have been in turmoil since the start of the year.
The heaviest rain and snow since 2009 hit, and the cold wave may drive the demand for this product to grow
At 06:00 on January 31, the Central Meteorological Observatory issued a blue warning for blizzard and a yellow warning for fog, with heavy snowfall in some areas of Shaanxi, Shanxi, Henan and other places, and foggy weather in Hebei, Shandong, Anhui and other places. The Central Meteorological Observatory predicts that from January 31 to February 5, there will be a large-scale rain and snow weather process on the mainland, and the central and eastern regions will be the main affected areas of this process. The large-scale rain and snow freezing weather process has the characteristics of wide impact range, large cumulative rain and snow volume, long duration, and large freezing rain area, and is generally the strongest in winter since 2009, which is extreme.
CITIC Securities analysis pointed out that the short-term national cooling range has expanded, coal demand may increase, and the follow-up safety supervision work in Shanxi and other places may further curb coal supply. At present, the fundamentals support the bullish expectations of coal prices, or further catalyze the sentiment of the sector, superimposed on the dividend return and other thematic characteristics, the sector is still in the rebound channel. SDIC Securities believes that in the future, under the new round of deepening and upgrading of state-owned enterprise reform, the inclusion of the market value management effectiveness of central enterprises in the assessment is conducive to promoting enterprises to continue to return investors through repurchases, dividends, etc., and the improvement of profitability and the repair of balance sheets have been achieved after the coal price center of coal companies has moved significantly since 2021, so that they have stable fundamentals and the ability to continue to pay dividends, which may help coal companies get rid of the situation of relatively low valuation and achieve a new round of value reshaping.
Among the listed companies, Shanxi Coking Coal (000983) and the Group have the largest quantity and best quality coking coal resources in China, with an annual output of approximately 11.5 million tonnes of coking coal and the skeleton main coking coal of fertile coal, and approximately 7.2 million tonnes of coking coal blending products.
Xinji Energy (601918) is a large-scale energy enterprise controlled by China Coal Group and developing coal-fired power and new energy, and is also one of the four major coal enterprises in Anhui Province, with resource reserves accounting for about 40% of the total resources of the four major coal enterprises in Anhui Province.
China Shenhua (601088) has 13.53 billion tons of coal reserves, 3.5 tons of production capacity and 291 million tons of equity capacity. The actual controller of the company is the State-owned Assets Supervision and Administration Commission of the State Council. Soochow Securities Research Report pointed out that the company's average annual dividend rate from 2014 to 2022 was 83%.
The demand at home and abroad resonated, and the construction of such projects exceeded expectations
According to the CITIC Securities research report, the National Energy Administration released the development of new energy storage in mainland China in 2023, and recently announced the list of new energy storage pilot demonstration projects. In 2023, the domestic installed capacity of energy storage will be 48.70GWh, higher than the previous expectation, and the domestic installed capacity is expected to exceed 65GWh in 2024, with a growth rate of more than 30%.
At present, China's demand for energy storage on the power generation side is mainly driven by the mandatory distribution and storage policy, with the proportion of distribution and storage generally at 10-20% in various regions, and actively exploring the independent energy storage mode on the grid side. Shanxi Securities expects that under the ideal/conservative scenario, the cumulative scale of new energy storage in China will reach 138.4/97.0GW in 2027, with a CAGR of 60.3%/49.3% from 2023 to 2027. It is expected that between 2023 and 2027, the installed capacity of new energy storage in the United States will reach 74.2GW/241GWh, and the five-year compound growth rate of energy storage installed power and installed capacity will reach 75.1% and 83.4%, respectively. CITIC Securities said that in the case of a clear long-term development trend of the energy storage industry, it will pay attention to energy storage companies that continue to break through in specific markets, including key component companies, related material companies and energy storage system integrators.
Among the listed companies, GoodWe (688390) relies on its self-developed related technologies in the fields of new energy power inverter, energy storage conversion, energy management, etc., to provide photovoltaic energy storage inverters with a single power of 3kW~100kW, and provide a series of solutions such as microgrids and industrial and commercial energy storage. As one of the earliest inverter companies to enter the international market, the company has accumulated many high-quality customers in Germany, Italy, Australia, the Netherlands, Belgium, Turkey, Mexico, Brazil, Poland, South Africa, the United States and other countries and regions around the world, forming a long-term and stable cooperative relationship.
Shenghong Co., Ltd. (300693) new energy conversion equipment products mainly include energy storage converters, electrical integration of energy storage systems, optical storage integrated machines, etc. This type of product mainly solves the two-way power conversion and transmission between the energy storage battery and the power grid. It can be widely used in distributed photovoltaic systems, power energy storage, microgrid systems, etc.
Optimize the asset appraisal and management of central enterprises, and the investment value of central enterprises has once again become prominent
According to the State-owned Assets Supervision and Administration Commission of the State Council on January 30, a few days ago, the State-owned Assets Supervision and Administration Commission of the State Council issued the "Notice on Optimizing the Asset Appraisal and Management of Central Enterprises". For the first time, the "Notice" proposes that the central enterprises should implement classified management of asset appraisal projects, requires the central enterprises to determine the classification standards of major asset appraisal projects, and puts forward a series of targeted control requirements for the management of major asset appraisal projects.
Hua Chuang Securities believes that the SASAC again proposed the market value management of central enterprises, which is expected to further stimulate the vitality of central enterprises, strengthen the communication between central enterprises and the secondary market, and improve the attention of managers to factors such as profit quality, company management, and investor expectations in addition to the scale of operation.
In terms of the company, Shensanda A (000032) is a central enterprise of China's electronic core secondary enterprises, the company focuses on cloud computing and storage, data innovation, digital government and industry digital services, high-tech industry engineering services four main businesses, built digital and information services, industrial services two major business segments, with independent security technology to help the digital transformation and upgrading of thousands of industries.
CCCC Real Estate (000736) is the only A-share listed real estate company under the state-owned enterprise CCCG, which is mainly engaged in real estate development, operation and sales, and actively explores and develops emerging businesses such as financing agency construction, characteristic towns, TOD urban complexes, urban renewal, industrial real estate, and logistics real estate.
The first low-altitude economic pilot project in the place has been put into use, and the industry leader has achieved a breakthrough of "from 0 to 1".
Recently, the pilot project of rapid transfer of UAV in Yanluo Street, Bao'an District, Shenzhen was completed and put into use, becoming the first low-altitude economic pilot project in Yanluo.
Low-altitude economy refers to a comprehensive economic form that focuses on civil manned and unmanned aerial vehicles, takes multi-scenario low-altitude flight activities such as manned, cargo and other operations as the traction, and radiates and drives the integrated development of related fields. According to the analysis of Galaxy Securities, 2024 may be the first year of low-altitude economic development, and the related industrial chain will usher in development opportunities. Among them, aircraft manufacturing, operation support and low-altitude operation will all benefit. According to data released by the Civil Aviation Administration of China, the market size of China's low-altitude economy is expected to reach 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035.
Among the listed companies, CITIC Haizhi (000099) has carried out relevant low-altitude economic operation projects in Zhoushan and Shenzhen with operation services as the core, and developed operation and operation related system programs to do preliminary verification for future eVTOL operation scenarios.
Sunward Star Airlines (formerly Sunward Technology), a joint stock company of Sunward Intelligent (002097), specializes in the research and development, manufacturing, sales and general aviation operation of manned light aircraft and unmanned aerial vehicles.
The 2024 highest-level conference in the field of integrated circuit design is about to be held
According to media reports, the 2024 IEEE International Solid-State Circuits Conference (ISSCC) will be held in San Francisco from February 18 to 22, which is recognized by the world's academic and business circles as the highest-level conference in the field of integrated circuit design. It is reported that Samsung will showcase its GDDR7 memory and 280-layer 3D QLC NAND flash memory, of which 280-layer QLC flash memory will be the new NAND flash technology with the highest data density to date.
Not long ago, Samsung, Micron and other memory manufacturers are planning to raise DRAM prices by 15% ~ 20% in the first quarter of this year.
In terms of the company, Demingli (001309) has formed two core technology platforms of flash memory main control chip + firmware solution, and established a complete flash storage product matrix, including mobile storage, solid state drive, and embedded storage.
Longsys (301308) is a leading module manufacturer with both scale and brand advantages in China, mainly engaged in the R&D, design and sales of Flash and DRAM memories, providing consumer-grade, industrial-grade, automotive-grade memories and industrial storage software and hardware application solutions, and the company has signed long-term contracts with major memory wafer manufacturers such as Samsung Electronics, SK hynix, and Western Digital.
China's first audio and video multimedia model Wondershare "Sky Canopy" was officially released
Wondershare Technology released the first Wondershare "Tianmu" in Hunan that has passed the algorithm filing and the first audio and video multimedia large-scale model in China, and announced that the large-scale model R&D center will officially settle in Malanshan. It is reported that "Tianmu" focuses on digital creative vertical creation scenarios, based on audio and video generative AI technology, supports different languages around the world, and leads the closed-loop solution of audio and video creation, and related capabilities have been commercialized on a large scale overseas.
The essence of the large model is a solid foundation for the transformation of assisted artificial intelligence to general artificial intelligence, and the large model realizes the standardized AI R&D paradigm and significantly lowers the threshold for AI development, that is, "low cost" and "high efficiency". AVIC Securities believes that with the leap in multi-modal large model capabilities, the establishment of GPTs ecology, and the emergence of AI benchmark applications in the fields of dialogue, image, office, education, etc., AI has the ability to evolve from lightweight tool products derived from pure technology to deep products with specific landing scenarios, and the performance realization logic has been complete.
Among the listed companies, iFLYTEK (002230) has completed the training of the iFLYTEK Xinghuo cognitive model V3.5 based on the national computing power base "Feixing No. 1" platform, and compared with the iFLYTEK Xinghuo V3.0 released in 1024, the logical reasoning, text generation, mathematical answering and small sample learning ability have been greatly improved.
Kunlun Wanwei (300418) Tiangong model ranked first in the comprehensive score of the multimodal large language model evaluation previously carried out by Tencent Youtu Lab and Xiamen University.
N-type polysilicon prices have risen for the third time in a row, and leading companies are expected to achieve excess returns
On January 31, the Silicon Branch of the China Nonferrous Metals Industry Association released the latest transaction price of solar-grade polysilicon. The average transaction price of N-type material was 71,900 yuan/ton, up 1.41% week-on-week; The average transaction price of N-type granular silicon was 61,000 yuan/ton, up 1.67% week-on-week, and the average transaction price of monocrystalline re-feeding was 61,800 yuan/ton, up 1.48% week-on-week. Among them, N-type materials have achieved three consecutive increases, and the cumulative increase has been close to 6%.
Sobi Solar pointed out that with the recent release of new production capacity and the completion of the ramp-up, the supply chain of N-type high-quality polysilicon has increased, but it still does not fully cover the downstream demand, there is a certain gap, and the transaction price range has moved up as a whole, and there may still be a phased increase in the future. At the same time, downstream wafer pullers are in the pre-holiday stocking stage, and the utilization rate has rebounded, which has provided some support to N-type polysilicon prices, and leading polysilicon manufacturers are willing to raise the price of n-type high-quality polysilicon, resulting in the N-P price gap continuing to widen in this segment.
Tianfeng Securities believes that as the new polysilicon production capacity still needs time to be debugged to meet the production quality requirements of N-type polysilicon, and the downstream N/P switch is fast, the structural shortage of N-type polysilicon is expected to continue in the short term, and due to the shortage of N-type polysilicon, the mixed N+P sales of enterprises may bring a slight increase in P-type polysilicon, which will bring excess income to the head.
You can pay attention to Tongwei (600438), Daqo Energy (688303), etc
Continental's brain-computer interface technology is expected to achieve a breakthrough ahead of Musk's industrialization
According to reports, just a few hours after Musk announced that his brain-computer interface company Neuralink had completed the first human brain device implantation surgery, the official website of Tsinghua University released a news that the team of Tsinghua University and Beijing Xuanwu Hospital successfully conducted the first clinical trial of wireless minimally invasive brain-computer interface. According to the news, after 3 months of home brain-computer interface rehabilitation training, patients with spinal cord injury can achieve brain control functions such as drinking water independently. It is worth noting that the brain-computer interface is different from the Neuralink brain-computer interface led by Musk, which is based on the electrodes placed on the epidural of the brain, developed through long-term animal experiments, and will not destroy nerve tissue.
In the medical scene, both invasive and semi-invasive brain-computer interfaces have a place, but for investment institutions, the difficulty of commercialization will be an important factor in the selection of investment targets.
A-share related concept stocks mainly include innovative medical (002173), Tom Cat (300459), etc.
Continental's high-speed flying car full-scale superconducting electric suspension test was successful This company participated in the construction of the test line
According to media reports, on January 29, the Third Academy of China Aerospace Science and Industry took the lead in successfully completing the full-scale superconducting electric levitation test of the ultra-high-speed and low-vacuum pipeline maglev transportation system at the high-speed flying car test base in Yanggao County, Datong City, Shanxi Province. According to reports, this test uses a super-navigator to achieve stable suspension on the full-scale test line.
The high-speed flying car is a transportation system that combines magnetic levitation technology with low-vacuum technology to achieve ultra-high-speed operation. This test verifies the key technologies such as the coupling dynamics analysis and control of the "vehicle-pipe-line" complex system, the stable suspension of the large-mass supernavigation vehicle, the high-power traction transmission, and the safety collaborative control of the whole process, refreshes the maximum navigation speed of the domestic full-scale superconducting electric suspension, improves the overall technical maturity of the system, and lays a solid technical foundation for the subsequent higher-speed test of the high-speed flying car and the construction of the national three-dimensional transportation network. In the future, high-speed cars will be used to transport between megacities and agglomerations, with speeds of up to 1,000 kilometers per hour. The high-speed flying car, together with high-speed rail and airplanes, will form a national three-dimensional transportation arterial network, which is of great significance for optimizing the allocation of resources in the mainland, improving the regional economic imbalance, and forming a "super urban agglomeration", and will provide new momentum for economic and social development.
Among the A-shares, China Railway (601390) participated in the construction of an ultra-high-speed, low-vacuum and high-pipeline maglev system experimental line with a speed of 1,000 kilometers per hour.
CRRC (601766) has developed a high-speed maglev train with a speed of 600 kilometers per hour.
The superconducting suspension test of the continental's high-speed flying car was successful, and the target speed was 1000 kilometers per hour
According to the official account of "High-speed Flying Car", on January 29, the Third Academy of China Aerospace Science and Industry took the lead in the high-speed flying car test base in Yanggao County, Datong City, Shanxi Province, and successfully completed the full-scale superconducting electric suspension test of the ultra-high-speed and low-vacuum pipeline maglev transportation system. According to the official introduction, the high-speed flying car can be used for transportation between mega urban agglomerations in the future, and the speed will reach 1,000 kilometers per hour. In other words, its speed will be faster than that of an ordinary civil airliner, and even close to the speed of a bullet when it is discharged.
In recent years, Continental has made great efforts in the field of magnetic levitation technology. The completion of the 1,000 km/h high-speed flying car Datong (Yanggao) test line project marks a major breakthrough in the field of high-speed maglev technology in the mainland, fills the speed gap between high-speed rail and air transportation, and has great technical and economic significance for improving the three-dimensional high-speed passenger transportation network in the mainland.
A-share related concept stocks mainly include Xinzhu shares (002480), Zhongke Electric (300035), etc.
Gold is highly sought after by many parties The World Gold Council expects demand to continue to grow
The latest report released by the World Gold Council on January 31 pointed out that total demand for gold reached record levels last year, supported by strong over-the-counter market demand and continued central bank buying, and gold has been sought after as a major safe-haven asset due to economic uncertainty and geopolitical tensions. The international gold price rose 13% last year and hit a record high in December. Steady demand from central banks has once again supported gold demand and helped offset weakness in other areas of the market, keeping demand well above the 10-year average in 2023, according to the World Gold Council. In 2024, the Federal Reserve may take potential interest rate cuts, coupled with trade tensions in the Middle East and more than 60 global elections, all of which are likely to encourage investors to turn to gold, and aggregate demand for gold is expected to expand again.
In terms of companies, Shandong Gold (600547) and Zijin Mining (601899) have abundant gold ore resources and lead in production and sales.
Pig prices are accelerating Institutions are optimistic about the industry's earnings rebound in 2024
According to the monitoring of China Pig Early Warning Network, on January 31, the average price of lean pigs slaughtered in China was 16.31 yuan/kg, up 065 yuan/kg from the previous day, reaching a new high since October last year. The specific reasons include: rain and snow in many places in China, and the transportation of live pigs is blocked; The New Year is approaching, and freight rates are rising; The terminal opened the prelude to stocking up before the year, and the demand in rural areas and towns increased significantly; The breeding end of the market is looking forward to rising, and the bullish sentiment is strong.
Dongguan Securities Research Institute believes that the concentration of the pig breeding industry in the mainland is low and the pattern is relatively scattered. Taking the number of pigs slaughtered as the standard to measure the concentration of the industry, the CR5 of the mainland pig slaughter in 2023 will be 18.1%, which still has a lot of room for improvement compared with mature foreign markets. According to the trend of the number of fertile sows in 2023, the supply of live pigs will slowly decline in 2024, and the price of live pigs in mainland China is expected to gradually recover. On the cost side, it is expected that the global soybean and corn supply will be loose as a whole in 2024, the cost of pig breeding in the mainland may continue to fall, and the profitability of pig breeding is expected to gradually recover.
Pay attention to the leading pig breeding companies with cost advantages and rich cash flow reserves, such as Muyuan shares, Wen's shares, and New Hope.
Twelve departments issued a document to penetrate the "nervous system" of the industrial Internet
The Ministry of Industry and Information Technology and other 12 departments issued the "Industrial Internet Identification Analysis System "Through" Action Plan (2024-2026), proposing that by 2026, an independent and controllable identification analysis system will be built, and large-scale application will be initially realized in key areas of manufacturing and economy and society, which will continue to promote the digital transformation of enterprises, smooth the industrial chain and supply chain, and promote the integration and development of large and medium-sized enterprises and primary, secondary and tertiary industries. The Action Plan proposes to connect the industrial chain and supply chain, promote the application of the identification analysis system in key industries such as petrochemicals, ships, automobiles, and electronics, and improve the collaborative efficiency of manufacturing production.
The industrial Internet identification and analysis system is the "nervous system" of the industrial Internet, which provides basic support for cross-system, cross-enterprise, and cross-regional supply chain whole-process management, tracking and traceability, and precise network collaboration. The industrial Internet platform brings together all the elements of AI in computing power, data, algorithms, and application scenarios, and is expected to become an excellent entrance for the integration and application of industrial AI. The leapfrog progress of ChatGPT's code generation capability is expected to reshape the industrial PaaS low-code development platform, greatly improve the application creation ability of the industrial Internet, and reduce the application development cost. At present, the industrial Internet in mainland China is in the early stage of rapid development, and the potential market space is broad.
A-share related concept stocks mainly include Inovance Technology (300124), Sunward Intelligent (002097), etc.
Significant investment
Guanhao High-tech: It is planned to invest in the construction of a 400,000-ton chemical pulp project
Guanhao High-tech (600433) announced that it plans to increase its capital by 527 million yuan to its wholly-owned subsidiary, Zhanjiang China Paper Paper Co., Ltd., and invest in the construction of "Zhanjiang China Paper Co., Ltd. China Paper South Base High-end Packaging New Material Project Phase I - 400,000 tons of chemical machine pulp project", with an estimated total investment of about 1.755 billion yuan. After the completion of the capital increase, the registered capital of Zhanjiang China Paper increased from 10 million yuan to 537 million yuan.
Bohui shares: plans to invest 2.28 billion yuan in the construction of new materials and high-end chemicals integration project
Bohui Co., Ltd. (300839) announced on the evening of January 31 that the company intends to sign an investment cooperation agreement with the Management Committee of Ningbo Economic and Technological Development Zone to invest in the construction of a 1.6 million tons/year new materials and high-end chemicals integration project in Qingzhi Chemical New Material Industrial Park, with a total planned investment of about 2.28 billion yuan.
Beijing Lier: The company and the actual controller plan to increase the capital of Lianchuang Lithium Energy
Beijing Lier (002392) announced on the evening of January 31 that the company and the company's actual controller and chairman Zhao Jizeng intend to subscribe for the new registered capital of Luoyang Lianchuang Lithium Energy Technology Co., Ltd. (hereinafter referred to as "Lianchuang Lithium Energy") with 150 million yuan and 75 million yuan respectively, and after the completion of the capital increase, the company and Zhao Jizeng will hold 10% and 5% of the shares of Lianchuang Lithium Energy respectively. Lianchuang Lithium Energy is a leading enterprise of silicon anode integrating R&D, design and manufacturing in China, one of the very few leading enterprises in China that has mastered the integration of production and manufacturing of high first efficiency, high capacity, low residual alkali, gas production resistance and low silicon crystal, and one of the very few high-tech enterprises in China that has mastered the integrated manufacturing from resin synthesis to new silicon carbon.
The company won the bid
Guangzhou Development: Signed a comprehensive strategic cooperation agreement with the Jiangling County Government
Guangzhou Development (600098) announced that its wholly-owned subsidiary, Guangzhou Development New Energy Co., Ltd., signed a "Comprehensive Strategic Cooperation Agreement" with the People's Government of Jiangling County, Jingzhou City, Hubei Province to jointly promote the energy integration project in Jiangling County, with an estimated total investment of about 800 million yuan, and plans to plan to build a rooftop distributed photovoltaic power generation project with an installed capacity of 100MW and a "fishery and photovoltaic complementation" power generation project with an installed capacity of 100MW.
Yicheng New Energy: Holding Sun Company signed a centralized procurement framework agreement with PowerChina Municipal Group
Yicheng New Energy (300080) announced that Kaifeng Times, the company's holding company, signed the "2023-2024 Centralized Procurement Framework Agreement for Energy Storage Systems for New Energy Projects of PowerChina Municipal Construction Group Co., Ltd." with PowerChina Municipal Construction Group Co., Ltd., with a total price of 57.8 million yuan including tax. The framework agreement is applicable to the procurement needs of energy storage systems for new energy projects in domestic photovoltaic and wind power generation projects of PowerChina Municipal Group and its members from 2023 to 2024.
Infore Environment: The holding subsidiary won the bid for the procurement project of air conditioning equipment on the nuclear island
Infore environment (000967) announced on the evening of January 31 that recently, the company's holding subsidiary, Zhejiang Shangfeng Hi-Tech Zhuanfeng Industrial Co., Ltd., received the notice of winning the bid for the procurement of nuclear island air-conditioning equipment for the first phase of the Jiangsu green energy project and the No. 1 and No. 2 units of the Jindian project, with a bid amount of 63.28 million yuan.
Samsung Medical: A wholly-owned subsidiary won the bid for a smart meter general contracting project of about 310 million yuan
Samsung Healthcare (601567) announced on the evening of January 31 that its wholly-owned subsidiary, Brazil Nansen, won the bid for the smart meter general contracting project in the Brazilian COPEL bidding project, with a total contract amount of 210 million reais, or about 310 million yuan, accounting for 3.41% of the company's audited operating income in 2022.
Jifeng Co., Ltd.: Obtained the designation of passenger car seat assembly project
Jifeng Co., Ltd. (603997) announced on the evening of January 31 that it had recently received the "Fixed-point Letter", and the company had obtained the designation of a seat assembly project of a high-end brand of a leading traditional automobile main engine factory, and would develop and produce seat assembly products for customers. The project is expected to start in January 2025, with a project life cycle of 5 years, and an estimated total life cycle amount of 5 billion yuan.
Increase or decrease in holdings
Meditech: The chairman of the board of supervisors and the deputy general manager of the company plan to increase their holdings of the company's shares by 500,000 yuan to 1 million yuan respectively
Meditech (603990) announced that Li Biao, chairman of the board of supervisors of the company, plans to increase his holdings of the company's shares from February 1, 2024 to July 31, 2024, with an amount of not less than 500,000 yuan and no more than 1 million yuan, and Wu Di, deputy general manager of the company, plans to increase his holdings of the company's shares from February 1, 2024 to July 31, 2024, with an amount of not less than 500,000 yuan and no more than 1 million yuan. There is no price range for this shareholding increase plan.
Baofeng Energy: The controlling shareholder plans to increase its shareholding in the company with 100 million yuan to 200 million yuan
Baofeng Energy (600989) announced that the company's controlling shareholder, Ningxia Baofeng Group Co., Ltd. (hereinafter referred to as "Baofeng Group"), is firmly optimistic about the company's development, believing that the company's performance is excellent and the industrial development space is huge, but the company's value is currently underestimated. Based on the high recognition of the company's value and firm confidence in the sustainable and stable development in the future, Baofeng Group decided to increase its holdings this time, and the proposed increase in the amount is not less than 100 million yuan and not more than 200 million yuan. There is no price range for this increase.
Sinovac Pharmaceutical: The chairman of the board of directors plans to increase his holdings of the company by 13 million yuan to 26 million yuan
Sinovac Pharmaceutical (688136) announced on the evening of January 31 that Deng Xueqin, chairman of the company, Zhao Yanqing, director and general manager, Wang Xiaoqin, director, secretary of the board of directors and chief financial officer, Cui Ning, director and deputy general manager, and Shao Ke and Ma Hongjie, deputy general managers, plan to use the methods permitted by the Shanghai Stock Exchange trading system (including but not limited to centralized bidding, continuous bidding and block trading, etc.), with a total increase of not less than 13 million yuan and no more than 26 million yuan.
Tongwei shares: Tongwei Group, the controlling shareholder, plans to increase its shareholding in the company by 1 billion yuan to 2 billion yuan
Tongwei Co., Ltd. (600438) announced on the evening of January 31 that Tongwei Group Co., Ltd. (hereinafter referred to as "Tongwei Group"), the controlling shareholder of the company, based on its firm confidence in the company's development prospects and the recognition of the company's long-term investment value, intends to increase its holdings of the company's shares by no less than 1 billion yuan and no more than 2 billion yuan within 12 months from the date of the announcement of the shareholding increase plan through the Shanghai Stock Exchange trading system.
Luo Niushan: The controlling shareholder and the actual controller promised not to reduce their holdings of the company's shares within 12 months
Luo Niushan (000735) announced on the evening of January 31 that the company's controlling shareholder Luo Niushan Group and the actual controller Xu Zili voluntarily promised not to reduce their holdings of the company's shares in any way within 12 months from the date of signing the commitment (January 31, 2024).
Tebao Biological: The actual controller and the person acting in concert promise not to reduce the company's shares within 6 months
Tebao Biotechnology (688278) announced on the evening of January 31 that Yang Ying, Sun Li, the actual controllers of the company, and Cai Zhihua, who acted in concert, jointly issued the "Letter of Commitment on Not Reducing the Company's Shares in a Specific Period", promising not to reduce their direct holdings of the company's shares through the secondary market and block transactions within 6 months from April 17, 2024.
Bomin Electronics: The actual controller and others plan to increase their holdings of the company's shares
Bomin Electronics (603936) announced on the evening of January 31 that the actual controllers Xu Shu and Xie Xiaomei, director and chief financial officer Liu Yuanyuan, director and deputy general manager Han Zhiwei, deputy general manager and secretary of the board of directors Huang Xiaodan, Deputy General Manager Wang Qiang and Qin Xin intend to increase their holdings of the company's shares within 12 months from February 1, 2024, of which the actual controller intends to increase his holdings by no less than 17.5 million yuan and no more than 35 million yuan, and senior managers plan to increase their holdings by no less than 7.5 million yuan and no more than 15 million yuan.
Aerospace Development: The largest shareholder and related party shares plan to increase their holdings in the company
Aerospace Development (000547) announced on the evening of January 31 that the company's largest shareholder, China Aerospace System Engineering Co., Ltd., intends to increase its holdings of the company's shares, with an amount of no more than 200 million yuan and not less than 100 million yuan, and a related party, Aerospace Science and Industry Asset Management Co., Ltd., intends to increase its holdings of the company's shares, with an amount of no more than 100 million yuan and not less than 50 million yuan.
Pathfinder: Some directors, supervisors and senior executives plan to increase their holdings of the company's shares by 2 million yuan to 4 million yuan
Pathfinder (300005) announced on the evening of January 31 that some of the company's directors, supervisors and senior managers intend to increase their holdings of the company's shares within 6 months from the date of the announcement of the shareholding increase plan, with a total amount of not less than 2 million yuan and no more than 4 million yuan.
Proposed buyback
Fuyuan Pharmaceutical: The chairman proposed that the company repurchase shares with 100 million to 200 million yuan
Fuyuan Pharmaceutical (601089) announced that Huang He, chairman of the company, proposed to use the company's own funds to repurchase the company's shares for equity incentives or employee stock ownership plans in a centralized bidding transaction. The total amount of funds for the repurchase of shares shall not be less than 100 million yuan and not more than 200 million yuan.
Yuanjie Technology: The chairman proposed to repurchase shares for 50 million yuan to 100 million yuan
YUANJIE TECHNOLOGY (688498) ANNOUNCED THAT ZHANG XINGANG, CHAIRMAN OF THE COMPANY, PROPOSED THAT THE COMPANY USE PART OF THE OVER-RAISED FUNDS OR ITS OWN FUNDS TO REPURCHASE THE COMPANY'S SHARES IN A CENTRALIZED BIDDING TRANSACTION, WITH A TOTAL REPURCHASE FUND OF NOT LESS THAN 50 MILLION YUAN AND NO MORE THAN 100 MILLION YUAN.
AMEC: The chairman proposed to repurchase shares for 300 million to 500 million yuan
China Micro Corporation (688012) announced that Yin Zhiyao, chairman of the company, proposed to use part of the over-raised funds and the company's own funds to repurchase shares through centralized bidding transactions to maintain the company's value and shareholders' rights. The repurchased shares are intended to be sold through a centralized auction transaction 12 months after the disclosure of the repurchase results and the announcement of the changes in the shares. The total amount of funds for the repurchase of shares shall not be less than 300 million yuan and not more than 500 million yuan.
Haier Biotech: The chairman proposed 25 million yuan to 50 million yuan to repurchase the company's shares
Haier Biotechnology (688139) announced that Tan Lixia, chairman of the company, proposed to repurchase the company's shares for 25 million yuan - 50 million yuan, and the repurchased shares are intended to be used for the implementation of employee stock ownership plans or equity incentives at an appropriate time in the future.
Xidian New Energy: The chairman proposed 55 million yuan to 110 million yuan to repurchase the company's shares
Xidian New Energy (603312) announced that Sheng Jianhua, the company's controlling shareholder, one of the actual controllers, chairman and general manager, proposed to repurchase the company's shares for 55 million yuan - 110 million yuan, and the repurchase price was not higher than 36 yuan per share (including the number), and the repurchased shares would be used for equity incentives or employee stock ownership plans.
Shuangyuan Technology: The chairman proposed to repurchase shares for 30 million yuan to 50 million yuan
Shuangyuan Technology (688623) announced that Zheng Jian, the actual controller, chairman and general manager of the company, proposed that the company use over-raised funds to repurchase the company's shares for employee stock ownership plans or equity incentives through centralized bidding transactions. The total amount of repurchase funds shall not be less than 30 million yuan and not more than 50 million yuan.
Aibo Medical: The chairman proposed to repurchase shares for 20 million yuan to 40 million yuan
Aibo Medical (688050) announced that Xie Jiangbing, chairman and general manager of the company, controlling shareholder and actual controller, proposed that the company repurchase the company's shares with its own funds or self-raised funds through centralized bidding transactions, which will be used for subsequent equity incentives or employee stock ownership plans at appropriate times in the future, with a total repurchase fund of not less than 20 million yuan and no more than 40 million yuan.
Xinyuan Micro: It is planned to repurchase shares with 10 million yuan to 20 million yuan
Xinyuan Micro (688037) announced that Zong Runfu, chairman and general manager, proposed to repurchase the company's shares for 10 million yuan - 20 million yuan, and the repurchased shares are intended to be used for equity incentives, employee stock ownership plans or to be cancelled and reduce registered capital. In addition, some of the company's natural person shareholders and core employees plan to increase their holdings of the company's shares by centralized bidding transactions within 6 months from February 1, 2024, and the total amount of shares to be increased this time will not be less than 22 million yuan and not more than 35 million yuan.
Xin Fengming: It is planned to repurchase shares with 100 million yuan - 150 million yuan
Xinfengming (603225) announced that it intends to repurchase shares with 100 million yuan - 150 million yuan, and the price of the repurchased shares is not more than 16 yuan per share, and the shares to be repurchased will be used for employee stock ownership plans or equity incentives.
New coordinates: It is planned to repurchase shares for 25 million yuan to 50 million yuan
New Coordinate (603040) announced that it intends to repurchase shares at 25 million yuan to 50 million yuan, and the repurchase price does not exceed 35 yuan per share, and the repurchased shares are intended to be used for employee stock ownership plans.
Xin Yichang: The actual controller proposed to repurchase the company's shares for 20 million yuan to 50 million yuan
Xin Yichang (688383) announced that Hu Xinrong and Song Changning, the company's controlling shareholders and actual controllers, proposed to repurchase the company's shares for 20 million yuan to 50 million yuan, and the repurchased shares will be used for employee stock ownership plans or equity incentives at an appropriate time in the future.
Ruiang Gene: It is planned to repurchase shares for 15 million yuan to 20 million yuan
Ruiang Gene (688217) announced that it intends to repurchase shares for 15 million yuan to 20 million yuan, and the repurchase price does not exceed 49 yuan per share. The repurchased shares will be used for equity incentives or employee stock ownership plans at an appropriate time in the future.
Jack shares: plans to repurchase the company's shares with 100 million to 200 million yuan
Jack shares (603337) announced that the company intends to use its own funds to repurchase the company's shares through centralized bidding transactions for employee stock ownership plans. The total amount of funds to be repurchased shall not be less than 100 million yuan and not more than 200 million yuan. The repurchase price shall not exceed 25 yuan per share.
Huahai Qingke: The chairman proposed 50 million yuan to 100 million yuan to repurchase the company's shares
Huahai Qingke (688120) announced on the evening of January 31 that Lu Xinchun, chairman of the company, proposed to repurchase the company's shares with 50 million yuan - 100 million yuan, and the repurchased shares are intended to be used for equity incentives or employee stock ownership plans, or for the conversion of corporate bonds issued by listed companies that can be converted into shares.
Borui Pharmaceutical: The chairman proposed 10 million yuan to 20 million yuan to repurchase the company's shares
Borui Pharmaceutical (688166) announced on the evening of January 31 that Yuan Jiandong, the company's controlling shareholder, actual controller and chairman, proposed to repurchase the company's shares for 10 million yuan to 20 million yuan, and the repurchased shares will be used for equity incentives or employee stock ownership plans.
Nandu Power: The chairman proposed that the company repurchase shares with 100 million to 200 million yuan
Nandu Power (300068) announced on the evening of January 31 that Zhu Baoyi, chairman and general manager of the company, proposed that the company repurchase shares with 100 million yuan to 200 million yuan, which can be used to cancel and reduce registered capital, equity incentives or employee stock ownership plans, and transfer and sell. In addition, some directors and senior managers of the company plan to increase their holdings of the company's shares within 6 months, with a total amount of not less than 35 million yuan and no more than 60 million yuan.
Huafu Fashion: It is planned to repurchase shares for 100 million to 200 million yuan
Huafu Fashion (002042) announced on the evening of January 31 that the company intends to repurchase shares with 100 million yuan to 200 million yuan, and will be sold in full in accordance with relevant regulations, and the repurchase price will not exceed 5.5 yuan per share.
Chipscreen Biosciences: The chairman proposed 8 million yuan to 15 million yuan to repurchase the company's shares
CHIPSCREEN BIOSCIENCES (688321) ANNOUNCED ON THE EVENING OF JANUARY 31 THAT DR. XIANPING LU (LU XIANPING), THE ACTUAL CONTROLLER, CHAIRMAN AND GENERAL MANAGER OF THE COMPANY, PROPOSED TO REPURCHASE THE COMPANY'S SHARES FOR 8 MILLION YUAN - 15 MILLION YUAN, AND THE REPURCHASED SHARES WILL BE USED FOR EQUITY INCENTIVES, CANCELLATION, CONVERTIBLE CORPORATE BONDS TO SHARES OR OTHER PURPOSES PERMITTED BY LAWS AND REGULATIONS AT AN APPROPRIATE TIME IN THE FUTURE.
Science and Technology Innovation: The actual controller proposed that the company repurchase shares for 20 million yuan to 40 million yuan
Keda Innovation (300520) announced on the evening of January 31 that Dong Yongdong, the company's actual controller, chairman and general manager, proposed that the company repurchase shares, which will be used for equity incentives or employee stock ownership plans, and the total amount of funds to repurchase shares shall not be less than 20 million yuan and not more than 40 million yuan.
Dongfang Cable: It is planned to repurchase the company's shares with 100 million yuan - 200 million yuan
Dongfang Cable (603606) announced on the evening of January 31 that it intends to repurchase the company's shares with 100 million yuan to 200 million yuan, and the repurchase price does not exceed 58 yuan per share (inclusive), and the repurchased shares are intended to be used for the company's future employee stock ownership plan or equity incentive.
Kailaiying: It is planned to repurchase shares for 600 million to 1.2 billion yuan
Kailaiying (002821) announced on the evening of January 31 that the company intends to repurchase the company's A shares in a centralized bidding transaction for the subsequent implementation of the employee stock ownership plan or equity incentive and cancellation to reduce the registered capital. The total amount of repurchase funds will not be less than 600 million yuan and not more than 1.2 billion yuan, and the repurchase price will not exceed 157 yuan per share.
Yuyuan shares: The chairman proposed 100 million yuan to 300 million yuan to repurchase the company's shares
Yuyuan Co., Ltd. (600655) announced on the evening of January 31 that Huang Zhen, chairman of the company, proposed to repurchase the company's shares with 100 million yuan to 300 million yuan, and the repurchased shares will be used for employee stock ownership plans or equity incentives.
Dian Diagnostics: The chairman proposed 100 million yuan to 200 million yuan to repurchase the company's shares
Dian Diagnostics (300244) announced on the evening of January 31 that Chen Haibin, the actual controller and chairman of the company, proposed to repurchase the company's shares for 100 million yuan to 200 million yuan, and the repurchased shares were intended to be used for equity incentives or employee stock ownership plans.
MeiG Intelligence: It is planned to repurchase shares for 25 million yuan to 50 million yuan
MeiG Intelligent (002881) announced on the evening of January 31 that the company intends to repurchase shares with 25 million yuan to 50 million yuan for the subsequent implementation of equity incentives or employee stock ownership plans, and the repurchase price does not exceed 37.5 yuan per share.
Sany Heavy Industry: The chairman proposed to Wenbo to repurchase the company's shares with 600 million yuan to 1 billion yuan
Sany Heavy Industry (600031) announced on the evening of January 31 that the chairman proposed to Wenbo to repurchase the company's shares with 600 million yuan to 1 billion yuan, and the repurchase price did not exceed 18 yuan per share.
Important Announcements
Brother Technology Co., Ltd. terminated the investment agreement for the construction project of the international pharmaceutical industry base
Brother Technology Co., Ltd. (002562) announced that it intends to terminate the "Investment Agreement on the Construction Project of the International Pharmaceutical Industry Base" signed between the Company and the Management Committee of Haining High-tech Industrial Park, and terminate the investment and construction of fixed assets in the construction project of the International Pharmaceutical Industry Base originally planned to be built in Haining.
Wanhua Chemical: The 800,000 tons/year MDI technical transformation and expansion project of the holding subsidiary was approved by the EIA
Wanhua Chemical (600309) announced on the evening of January 31 that recently, Wanhua Fujian Isocyanate, a holding subsidiary, received the "Approval Opinions on the Environmental Impact Report of Wanhua Chemical (Fujian) Isocyanate Co., Ltd. 800,000 tons/year MDI Technical Transformation and Expansion Project" from the Fuzhou Ecological Environment Bureau, and agreed that Wanhua Fujian Isocyanate should be constructed in accordance with the location, nature, scale and environmental protection countermeasures of the construction project listed in the project report.
Hasen shares: There is uncertainty about the future business development of the target company of this reorganization
Hasen shares (603958) on the evening of January 31 issued an announcement on abnormal fluctuations in stock trading, the company's reorganization of the target company Suzhou Lunx has a significant dependence on the Apple industry chain. Suzhou Ranks mainly provides entrusted processing services for mobile phone frames and other structural parts for Apple industry chain manufacturers, and if the demand of Apple's industry chain changes in the future, it may have a significant adverse impact on Suzhou Ranks. Since 2023, due to changes in upstream customer procurement, Jiangsu Lucent needs to directly sell assembly equipment to Apple industry chain manufacturers, and there is some uncertainty in the future development of related businesses.
China Satcom: Zhongxing-6E satellite completed business replacement
China Satcom (601698) announced on the evening of January 31 that the company has successfully completed the adjustment of the satellite transfer of Zhongxing 6E satellite to replace Zhongxing 6B satellite radio and television business, and the succession of various businesses is smooth and orderly. The Zhongxing-6E satellite was officially included in the radio and television security broadcast satellite sequence, and undertook the important task of transmitting central and provincial satellite TV channel programs and paid programs.
Halcyon Silicon: The first 100,000-ton high-purity polysilicon production line achieved mass production
According to Hesheng Silicon Industry News, recently, the polysilicon production of Hesheng Silicon Industry Photovoltaic Integration Whole Industry Chain Park has made a major breakthrough, with an annual output of 200,000 tons of polysilicon project The first 100,000-ton production line has successfully achieved high-quality mass production, and has produced high-purity polysilicon to meet the demand for downstream N-type cell materials, and another 100,000-ton production line is in the final stage of mass production commissioning preparation, and is scheduled to start linkage test in February 2024.
Liyuan shares: The PA75 battery box assembly jointly developed will gradually start mass production in the first half of the year
Liyuan Co., Ltd. said on the interactive platform on January 31 that the company is currently a direct supplier of FAW-Volkswagen and FAW Besturn, and an indirect supplier of FAW Hongqi. In addition, in September 2023, the prototype of the PA75 battery box assembly jointly developed by the company and FAW Fodi rolled off the assembly line, and mass production will gradually start in the first half of 2024.