Ministry of Industry and Information Technology: Forward-looking layout of artificial intelligence and other industries
Zhao Zhiguo, spokesman and chief engineer of the Ministry of Industry and Information Technology, said at the recent press conference on production, consumption, import and export related data and policies held by the State Council Information Office that it will accelerate the development of new quality productivity, promote the quality and upgrading of traditional industries, consolidate and enhance the competitiveness of key industries such as new energy vehicles and nuclear power equipment, promote the technological innovation and large-scale development of emerging industries such as intelligent networked vehicles and new materials, and look forward to the layout of future industries such as artificial intelligence and quantum technology.
Ministry of Commerce: Encourage and promote the trade-in of consumer goods such as automobiles
Guo Tingting, Vice Minister of Commerce, said at the recent press conference on production, consumption, import and export related data and policies held by the State Council Information Office that she is stepping up research and refinement measures, and on the premise of fully respecting the wishes of consumers, she will promote the replacement of automobiles with "energy" and gradually increase the proportion of sales of new energy vehicles and energy-saving vehicles;
The Ministry of Commerce answers reporters' questions on the subsidy measures under the Inflation Reduction Act (IRA) against the United States
In order to safeguard the interests of Chinese NEV companies and the level playing field for the global NEV industry, China has resorted to the WTO dispute settlement mechanism over measures such as subsidies for NEVs under the US Inflation Reduction Act. China firmly defends the rules-based multilateral trading system and respects the legitimate rights of WTO members to implement industrial subsidies and promote their own economic and social development under the rules-based framework. We urge the US to abide by WTO rules, respect the development trend of the global new energy vehicle industry, promptly correct discriminatory industrial policies, and maintain the stability of the global industrial and supply chains for new energy vehicles.
A large number of dead fish have reappeared off the coast of Hokkaido, Japan
Recently, a large number of sardines have drifted off the coast of Otaru City, Hokkaido, and the city government is investigating the situation. In December last year and January this year, there were also large numbers of dead sardines and other fish on beaches in other parts of Hokkaido. Japanese officials explained that the fish may have died from lack of oxygen and had nothing to do with the discharge of nuclear-contaminated water from the Fukushima nuclear power plant into the sea. On March 17, local time, Japan's Tokyo Electric Power Company said that it had completed the fourth round of discharge of nuclear-contaminated water from the Fukushima Daiichi Nuclear Power Plant into the sea on the same day. According to the results of the Tsinghua University team's simulation of Japan's nuclear sewage discharge into the sea, the nuclear sewage will reach the coast of the mainland next month.
Shenzhen canceled the "7090 policy"? Shenzhen Municipal Bureau of Planning and Natural Resources responded: The online document is true
Recently, it was reported on the Internet that the Shenzhen Municipal Bureau of Planning and Self-Administration issued a notice on stopping the implementation of the "Notice on the Implementation of the Requirements for the Proportion of Residential Units in accordance with National Policies", and relevant people confirmed that the content of the document was true. The main contents of the above-mentioned documents include that Shenzhen will control the proportion of residential house structure in accordance with national policies, that is, the proportion of housing area within 90 square meters of the construction area of a single house must reach more than 70% of the residential area, and implement it in accordance with the principle of total balance in the city. This standard is referred to as "7090 Policy" by the industry. Many analysts believe that Shenzhen's cancellation of the "7090 policy" is in line with the current market environment changes and future trends, and the adjustment of the measure is necessary. It is understood that Shanghai has also made adjustments to the "7090 policy" in the land transfer link not long ago.
Academy of Information and Communications Technology: Mobile phone shipments in the domestic market fell 32.9% year-on-year in February
In February 2024, 14.257 million mobile phones were shipped in the domestic market, down 32.9% year-on-year, of which 12.532 million 5G mobile phones were shipped, down 29.2% year-on-year.
People familiar with the matter denied that Apple and Baidu had reached an AI partnership
Recently, there have been media reports that Baidu will provide AI functions for Apple's upcoming iPhone 16, Mac system and the national version of ios18 this year. In this regard, a source close to Apple denied it, saying that the two sides have not yet reached a cooperation.
The Huawei P70 series will be on sale at any time, and some stores say that they can be pre-ordered in stores in early April
Recently, a number of whistleblowers revealed that the Huawei P70 series has been fully laid out, and even the offline posters have been prepared, and they will be on the official website for sale at any time. The Huawei P70 series, like the Mate 60 series, is likely to join the Pioneer program and suddenly hit the official website one day in April. A staff member of a Huawei store in Chaoyang District, Beijing, said that the Huawei P70 series can be pre-ordered in the store in early April, but there is no more information about the product for the time being. Most of the Beijing stores said that they have not received any product-related news for the time being. A number of stores in Shenzhen also said that the stores have not started to book P70 for the time being.
The Zhiji L6 will be equipped with an ultra-fast charging solid-state battery Solid-state batteries may usher in the first year of large-scale installation
Liu Tao, co-CEO of Zhiji, said that Zhiji L6 will launch the first mass-produced ultra-fast charging solid-state battery on the basis of a quasi-900V super performance platform, achieving a range of more than 1,000 kilometers. Compared with liquid lithium batteries, solid-state lithium batteries use non-flammable, non-corrosive, non-volatile, and non-leaking electrolytes, which overcomes the phenomena of electrolyte leakage and electrode short circuit in traditional liquid lithium-ion batteries, greatly reducing the probability of thermal runaway and having high safety. BMW, Volkswagen, NIO, BYD, SAIC, Cialis and other domestic and foreign car companies are accelerating the layout of solid-state battery technology routes.
Huawei's new patent for optical modules has collapsed with the "Yi Zhongtian" combination? Listed companies: It has no big impact, and the collective diving should be a market adjustment
According to the announcement of the State Intellectual Property Office, Huawei has applied for a patent titled "an optical module, optical communication equipment and optical communication system", which involves the field of optical communication technology, especially an optical module, optical communication equipment and optical communication system, which can reduce costs, increase functions and reduce the occupied volume on the basis of business functions and at least one operation and maintenance function. It is reported that the publication of the patent may have triggered a "collective dive" of A-share optical module companies. Industry insiders said that disruptive technologies have yet to appear, and the rapid decline of the sector has nothing to do with Huawei's new patent for optical modules, and the patent has only passed the preliminary examination. Market analysts believe that the plunge in the sector is mainly due to the impact of position adjustment.
Douyin e-commerce launched an independent APP "Douyin Mall Version"
According to media reports, recently, Byte launched an APP called "Douyin Mall Edition", which focuses on "value-for-money and worry-free selection", which is intended to compete with Taobao, Jingdong, Pinduoduo, etc. This is also the first time that Douyin e-commerce has launched a comprehensive independent e-commerce platform in addition to the Douyin APP.
According to reports, the relevant person in charge of Douyin e-commerce said: "We have observed that some users have a strong demand for active shopping, and in order to better serve these users, Douyin e-commerce has launched the Douyin mall version to help these users find good prices and manage orders conveniently." Previously, Douyin e-commerce released a summary of 2023. According to the release, in the past year, Douyin's shelf scene business has grown rapidly, with the GMV of the mall increasing by 277% year-on-year, and the number of authors with a cumulative GMV of more than 100,000 yuan has exceeded 600,000. Douyin e-commerce has set "price power" as the highest priority task in 2024, which is also another e-commerce platform after Pinduoduo, Alibaba and JD.com, which has clearly promoted "low price" to its core strategy internally. Douyin e-commerce has set a total turnover (GMV) target of more than 3 trillion yuan for the whole year. In 2023, the total turnover of Douyin e-commerce will be around 2.2 trillion yuan, compared with more than 4 trillion yuan in Pinduoduo. To reach the target, Douyin e-commerce will need to grow by more than 36%, several times the growth rate of the entire e-commerce market.
Among the listed companies, a number of subsidiaries such as Bafang Tengtai under Simei Media (002712) are the comprehensive agents of ByteDance's giant engines and the huge Qianchuan service providers of giant engines.
The big data platform of Shengguang Group (002400) aims to provide customers with one-stop digital marketing services to meet the diversified marketing needs of customers.
Tianlong Group (300063) is a comprehensive agent of Giant Engine and a three-star service provider of Giant Qianchuan, acting as an agent for the multi-product Internet advertising and marketing business of Giant Engine, including Douyin client.
Favorable policies will stimulate the potential demand of the industry, and the domestic market may usher in a new round of renewal cycle from 2024 to 2025
A few days ago, the State Council issued the "Action Plan for Promoting Large-scale Equipment Renewal and Consumer Goods Trade-in" (hereinafter referred to as the "Action Plan"), proposing that by 2027, the scale of equipment investment in industry, agriculture, construction, transportation, education, cultural tourism, medical care and other fields will increase by more than 25% compared with 2023. A number of people in the construction machinery industry chain said that promoting large-scale equipment renewal can stimulate the potential demand for equipment renewal, and is expected to accelerate the upgrading of construction machinery and equipment. In addition, from the perspective of equipment update cycle, many mechanical equipment has also reached the node of a new round of cycle update.
Market analysis believes that for the huge construction machinery stock market, the replacement of old models will undoubtedly provide a larger incremental market for relevant manufacturers. The introduction of policies to promote large-scale equipment updates, involving infrastructure, transportation, including some manufacturing areas, the future for the entire construction machinery industry to promote the recovery. Minsheng Securities pointed out that in the second half of 2016, construction machinery began to enter the recovery cycle, according to the seven to eight years of the update cycle, 2024-2025 The domestic construction machinery market is expected to usher in a new round of update cycle. The central government's promotion of a new round of large-scale equipment renewal is expected to promote the upgrading of construction machinery and equipment, and promote the clearing of old "national one" and "national two" models or will open a new round of domestic renewal cycle. According to estimates, the number of excavators, loaders, forklifts, and road rollers in China II and below is 388,000, 362,000, 757,000, and 34,000 respectively, accounting for 19.79%, 37.84%, 13.35%, and 23.78% of its 23-year holdings, which are 4.2, 6.4, 1.0, and 5.3 times of its actual domestic demand in 23 years.
Among the listed companies, Zoomlion (000157) has built a new production base to realize the intelligent manufacturing of excavators in the whole process, which has been put into operation. In addition, as a leading enterprise in the equipment manufacturing industry, the company has invested a lot of work in the field of hydrogen energy in recent years, and has continuously laid out the industrial chain of "hydrogen production-hydrogenation-hydrogen storage-hydrogen fuel cell-complete machine", with a wide range of product coverage, and is one of the few enterprises in the industry that has laid out the whole industrial chain.
Zhejiang Dingli (603338) aerial work platform products currently have a maximum working height of 44 meters, which are mainly used in the industrial, commercial and construction fields, covering construction engineering, building decoration and maintenance, warehousing and logistics, petrochemical industry, high-speed rail airport and other scenarios, with a wide range of downstream application scenarios.
The main products of Tuoshan Heavy Industry Co., Ltd. (001226) include chain rail links, pin sleeves, rollers, pins, brake device series and other construction machinery parts, which are mainly used in excavators and other construction machinery industries.
Humanoid robot conferences are coming one after another, and the commercialization process is accelerating
According to media reports, the first China Embodied Intelligence Conference (CEAI 2024) will be held on March 30-31, 2024 at MGM Shanghai Xuhui West Bund. The event will build a top-level platform for exchanges and cooperation between academics and industries in the field of embodied intelligence, so as to widely promote academic sharing and exchanges, industrial cooperation and interaction, promote the joint development of industry, university and research, and enhance the research and application level of embodied intelligence technology in mainland China. In addition, the 2024 Chinese Humanoid Robot Ecological Conference will also be held on April 2 in Shanghai Aishida Intelligent Valley, it is reported that the conference will focus on the theme of "human-machine integration and intelligent future", discuss the frontier hotspots of the global humanoid robot industry, analyze the development trend of the industry, propose the bottleneck of the development of the humanoid robot industry, and promote the innovation and development of the mainland humanoid robot industry. There is also the "OFweek 2024 (13th) China Robot Industry Conference" will be held in Shenzhen on April 18-19, 2024, the conference will be ""Robot +" Innovation Ecology Empowering the Future" as the theme, to discuss how robots as a strategic technology leading the future, how to continue to promote the "deep integration" of robots and intelligent manufacturing, artificial intelligence, Internet of Things and other technologies with scientific and technological innovation and the academic realm of empowering all things, and promote "robot +" to empower hundreds of industries and create the future intelligently.
Huaxi Securities believes that under the empowerment of AI technology, the general level and intelligence level of humanoid robots will continue to improve, and the commercialization process of humanoid robots will accelerate.
According to the company's 2023 semi-annual report, 601689 the project is expected to start mass production ramp-up in 2024Q1, with an initial order of 100 units/week.
Zhongjian Technology (002779) participated in 1X Holding AS, a humanoid robot company.
AI composer Suno is a hit in seconds, and model innovation drives the expansion of the application side
According to media reports, recently, the startup Suno AI has been recognized as the "ChatGPT of the music industry", and the V3 version of the Suno model released by the company has made a significant breakthrough in the field of music creation. This music generation model responds efficiently to the user's individual needs, creating two-minute music in a matter of seconds, covering a wide range of music genres and topics. It is reported that in the past few days, this tool called Suno AI is simply going to subvert the music industry overnight. The golden songs of Dong Chou, "In the Name of the Father" and "Nocturne", which were changed by it, were directly canonized as gods. This convenient and efficient music generation capability greatly lowers the technical threshold for music creation, making it easy for more non-professionals to participate in it, especially for independent young music creators, which undoubtedly opens up a new blue ocean of creation, and is expected to promote the development and innovation of the entire music industry ecology.
With the improvement of large model processing capacity and computing power, the application side is expected to benefit from a new wave of innovation. Kaiyuan Securities pointed out that the AI music generation model training or pulling the search for music copyright and audio corpus data. It is recommended to actively pay attention to investment opportunities in the field of AI music generation, and lay out AI music product companies with traffic and first-mover advantages and platform companies with rich copyright reserves.
In terms of the company, Shengtian Network (300494) launched the "AI + Music Social + Music Creation" platform "Give Microphone", and "Give Microphone" has diversified gameplay, and the main gameplay methods include AI laboratory, online microphone karaoke, voice party, online social games, etc. In addition, the company is experimenting with AI technology in games and social scenarios, including intelligent NPCs, AI voice companions, and AI-made music.
Kunlun Wanwei (300418) has formed six AI business matrices: AI large model, AI search, AI game, AI music, AI animation, and AI social networking, and has laid out domestic and overseas markets at the same time.
It was officially announced that NVIDIA's designated partners will soon release AIGC full-stack segmentation solutions
Vertiv's official Weibo said that based on the deep insight into demand scenarios and application experience at home and abroad, the company will release a full-stack liquid cooling solution at the 2024 China Data Center Liquid Cooling Technology Conference on March 28. From the power grid to chip power distribution, from chip heat dissipation to outdoor cooling source, it helps customers realize "dual control of cold and electricity" in intelligent computing scenarios.
Vertiv was formerly known as Emerson Network Power, a subsidiary of the Merson Group, which provides critical infrastructure technologies and services, including power, thermal management and IT infrastructure solutions. ACCORDING TO VERTIV, THE COMPANY PARTICIPATED IN NVIDIA'S COOLERCHIPS PROGRAM (WHICH RECEIVED A GRANT FROM THE U.S. DEPARTMENT OF ENERGY IN MAY 2023) TO WORK WITH NVIDIA'S TEAM OF EXPERTS TO DEVELOP A NEW COOLING SOLUTION FOR HIGH-DENSITY DATA CENTERS, AND WAS DESIGNATED BY NVIDIA AS THE ONLY COOLING SYSTEM PARTNER. Song Jiaji of Guosheng Securities believes that the market underestimates the importance of liquid cooling heat dissipation in AI computing power, and in the era of NVIDIA B100, air cooling will gradually approach the limit, and the era of liquid cooling has kicked off; The process of liquid cooling from "optional" to "mandatory" will greatly increase the market space and become an important segment of computing power.
Among the listed companies, Lihexing (301013) has maintained a good cooperative relationship with Vertiv, mainly providing them with tooling fixtures and test platforms and other products. The company's other major customers are Huawei, Honor, TCL, Fujifilm, etc.
Yonggui Electric (300351) energy information products mainly include power/signal/energy storage/charging connectors, 5G equipment connectors, etc., energy information products are mainly used in communication base stations and various communication network equipment and energy storage equipment, etc., supporting services for Huawei, ZTE, Datang Mobile, Vertiv and other companies. The company's development of a new generation of liquid-cooled port connectors for servers is underway.
603912 has a number of core technologies, including a communication module with a closed high-efficiency cooling cycle, a centralized control system for data center refrigeration stations, a VRF system for computer room air conditioning, CPU liquid cooling technology, and a number of primary applications of VRF technology in the field of computer room air conditioning.
AMEC has published a number of patents for semiconductor devices
According to the official website of the State Intellectual Property Office, a number of semiconductor equipment patents of China Micro Semiconductor Equipment (Shanghai) Co., Ltd. have been announced recently. Among them, a number of related patents include "gas transmission device and semiconductor processing device", "angle adjustment method, adjustable bracket and thin film processing device" announced on March 26, and "a temperature control system, chemical vapor deposition equipment and method" announced on March 22.
Previously, the global monthly sales of semiconductors turned positive year-on-year for the first time in 15 months, and the Chinese market grew the fastest. In the long run, semiconductor blue chips have reflected a low valuation level, and the company is expected to achieve better market share and profitability at the high point of the next cycle.
Among the listed companies, Xinyuan Micro (688037) products include lithography process gluing and developing equipment and monolithic wet equipment, which can be widely used in the field of front-end wafer processing of integrated circuit manufacturing, the field of advanced packaging of integrated circuit back-end and the manufacturing of small-size chips such as compounds.
The verification period of Zhichun Technology (603690) gluing development and furnace equipment is expected to be 6-12 months.
The 2024 China Data Center Liquid Cooling Technology Conference was held on Thursday, and the liquid cooling sector is expected to meet the catalyst
According to media reports, on March 28, the 2024 China Data Center Liquid Cooling Technology Conference will be held in Beijing. With the theme of "Liquid Cooling Core Power", the conference discussed the development direction and opportunities of liquid cooling technology in the field of data centers, including the latest research results, market trends and industry cases. As the exclusive refrigeration partner of NVIDIA and leading the rapid development of AI applications, Vertiv will release the Vertiv™AIGC full-stack liquid cooling solution at this conference.
In recent years, the power consumption growth rate of CPUs and GPUs has reached an astonishing 22% and 21%, respectively, and the rapid growth of chip power consumption has brought unprecedented challenges to data center cooling. With the significant growth of server computing power and power increase, the importance of liquid cooling technology has become increasingly prominent. Faced with the challenge of improving energy efficiency and heat dissipation, many leading Internet companies in China have begun to apply liquid cooling technology on a large scale in data centers. NVIDIA unveiled the B100 chip at GTC with a liquid-cooled solution. According to IDC, 2024-2025 will be the first year of the industry with rapid volume expansion and increased penetration rate of liquid cooling. The demand for liquid cooling is expected to continue to increase, and industry chain manufacturers are expected to benefit.
You can pay attention to liquid cooling solution capability providers, such as Gaolan Co., Ltd. (300499), and related core component suppliers, such as IDC liquid cooling pioneer Kehua Data (002335), etc.
The Ministry of Commerce promotes the replacement of automobiles and gradually increases the proportion of new energy vehicle sales
Guo Tingting, Vice Minister of Commerce, said at the press conference of the State Council Information Office that recently, the "Action Plan for Promoting Large-scale Equipment Renewal and Trade-in of Consumer Goods" was issued to deploy the trade-in of consumer goods. At present, we are stepping up research and refinement measures, and on the premise of fully respecting the wishes of consumers, we will promote the replacement of automobiles with "energy", and gradually increase the proportion of new energy vehicles and energy-saving vehicles in sales.
Affected by the "wait-and-see" sentiment brought about by the Spring Festival holiday and price war, the sales of new energy vehicles fell slightly in February. According to the China Passenger Car Association, in February 2024, China's retail sales of new energy vehicles reached 388,000 units, down 11.6% year-on-year and 42.1% month-on-month. At the same time, the penetration rate of new energy vehicles has climbed to 35.8%.
The agency believes that with the release of replacement demand brought about by the follow-up trade-in policy, and the increase in sales of new energy vehicles in the sinking market driven by the countryside, the domestic new energy vehicle market continues to improve, and the penetration rate still has a lot of room for improvement. You can pay attention to BYD (002594), Changan Automobile (000625), etc.
Breaking the international monopoly quantum dot liquid chip successfully achieved domestic production
According to reports, Shanghai Jiao Tong University recently announced that the university's scientific research team has cooperated with enterprises to successfully develop a multi-index in vitro detection system for quantum dot liquid biochips, and created a quantum dot liquid biochip technology platform with independent intellectual property rights. According to reports, after 18 years, the team finally achieved a technological breakthrough in the whole chain from quantum dot fluorescent microspheres, detection analyzers to supporting detection reagents. This achievement is not only expected to improve the level of in vitro diagnostic technology in the mainland, but also break the international technology monopoly.
Liquid biochip technology is an emerging detection technology suitable for nucleic acid and protein markers, with high throughput and high sensitivity. This technique enables the simultaneous analysis of dozens of targets in a single tube of sample, significantly improving detection efficiency. At the heart of this technology are special fluorescent polymer microspheres and the corresponding signal interpretation. This technology has been monopolized by foreign countries for a long time, with high technical barriers and manufacturing difficulties, which is a typical "stuck neck" problem. At present, based on this detection system, multi-index detection reagents for a series of proteins/nucleic acids such as cancer, autoimmune diseases, cardiovascular diseases, and infectious diseases have been developed.
A-share related concept stocks mainly include Aiwei Technology (688067), Jidan Biotechnology (603387), etc.
Long battery life is safer Ultra-fast charging solid-state batteries are mass-produced and installed
According to reports, SAIC's official Weibo announced that the Zhiji L6 will soon be mass-produced, and at the same time, the first-generation solid-state battery jointly developed by SAIC and Qingtao Energy has also begun to be scheduled. Liu Tao, co-CEO of Zhiji Automobile, said that the Zhiji L6 battery will have ultra-high energy density and achieve a range of more than 1,000 kilometers. Ultra-long battery life and super power experience at the same time. With exclusive patented technologies such as nano-scale solid-state electrolytes, it has become the industry's first quasi-900V ultra-fast charging solid-state battery, which can complete nearly 1,000 kilometers of energy replenishment in less time. A safer solid-state electrolyte ensures an ultra-high level of battery safety from the cell level.
Solid-state batteries are considered to be the most promising new generation of power lithium batteries because they can fundamentally improve the performance of two core properties - energy density and safety. Since 2020, domestic and foreign solid-state battery companies have also continued to achieve technological breakthroughs, and accelerated their layout in multiple fields such as capacity planning, loading support and financing, so as to seize the highland of the solid-state battery market in advance. Industry insiders expect that by 2030, the steady-state market share of solid-state batteries is expected to reach 20%, and the market space will also be significantly improved in the long term.
A-share related concept stocks mainly include Jinlongyu (002882), Del shares (300473) and so on.
The Ministry of Commerce stated that it will issue implementation opinions to support the development of cross-border e-commerce as soon as possible
Guo Tingting, Vice Minister of Commerce, said at the press conference of the State Council Information Office on March 26 that the Ministry of Commerce, in conjunction with relevant departments, adheres to the problem-oriented approach, continues to improve the policy system to support the development of cross-border e-commerce, and has introduced nearly 200 policies and measures, forming nearly 70 mature experience and practices. This year, in response to the problems and difficulties reflected by the industry, we are actively studying and will issue implementation opinions to support the development of cross-border e-commerce as soon as possible. In the next step, the Ministry of Commerce will work with relevant departments to continue to solidly promote the construction of cross-border e-commerce comprehensive pilot zones, continue to improve supporting policies, improve the level of regulatory facilitation, accelerate the construction of industrial chains and ecosystems that meet the needs of cross-border e-commerce development, and promote the high-quality development of cross-border e-commerce.
A-share related concept stocks mainly include Cross-border Connect (002640), Commodity City (600415), etc.
Nanya New Materials: It is planned to invest about 1.2 billion yuan in the construction of high-end electronic circuit substrate base project
Nanya New Materials (688519) announced on the evening of March 26 that the company plans to invest in the construction of high-end electronic circuit substrate base construction project based on the overall strategic layout and the needs of business development, in order to accelerate the capacity planning and industrial layout, and the project is implemented by Jiangsu Nanya, a wholly-owned subsidiary, and plans to purchase land to build a new production base in Haimen Economic and Technological Development Zone, Jiangsu Province. After the completion of the production base, the company's production capacity will be further increased to support the company's high-frequency, high-speed and IC packaging materials and other high-end electronic substrates in the future industrialization needs, so as to promote the continuous growth of the company's business scale, enhance the company's overall competitiveness and profitability, the total investment of the project is about 1.2 billion yuan.
The company won the bid
PowerChina: The subsidiary signed a project contract of about 7.07 billion yuan
PowerChina (601669) announced that PowerChina International Engineering Co., Ltd., a subsidiary of the company, signed a contract for the infrastructure and divestiture project of the Purbari coal mine in Bangladesh with GCM Resources Co., Ltd. of the United Kingdom, with a contract amount of about 7.07 billion yuan. The proposed construction project includes the design of mine infrastructure and mining and stripping projects, the procurement and installation of mining and stripping equipment, and the construction of infrastructure such as dredging and dredging water discharge projects in mining areas, surface production systems, and sewage treatment projects, with a contract period of 4 years.
Tianyong Intelligence: Received the notice of winning the bid from Cialis Automobile Co., Ltd
Tianyong Intelligent (603895) announced on the evening of March 26 that the company received the notice of winning the bid from Cialis Automobile Co., Ltd. (hereinafter referred to as the "tenderer") on March 26, and determined that the company was the winning bidder of the "welding (R) workshop phase I and second line (floor line, upper body line) project", with a winning bid price of 120 million yuan (tax included).
Jin Chengxin: Signed a daily operation contract of 209 million yuan with Chihong zinc germanium
Jin Chengxin (603979) announced on the evening of March 26 that the company recently reached a consensus with Chihong Zinc Germanium on the 2024-2025 mining business construction and related matters of the Yuejin Pit Bid Section of Chihong Zinc and Germanium Huize Mining Branch, and signed the "Mine Production Stripping (Development) and Mining Outsourcing Engineering Contract", the contract is a comprehensive unit price contract, and the contract price is 209 million yuan, and the final settlement amount of the actual acceptance project quantity shall prevail.
Shareholders increase or decrease their holdings
Yuanzu shares: shareholders plan to reduce their holdings of no more than 3% of the company's shares
Yuanzu Co., Ltd. (603886) announced that Zhuhai Orchid Growth Consulting Management Partnership (Limited Partnership) (hereinafter referred to as "Orchid Growth") and its concerted actor Orchid Investment Consulting (Tianjin) Co., Ltd. (hereinafter referred to as "Orchid Investment") hold a total of 6.01% of the company's shares. Due to their own capital needs, Orchid Growth and Orchid Investment plan to reduce their holdings of the company's shares by no more than 7.2 million shares, that is, no more than 3% of the company's total share capital, through centralized bidding and block trading.
Benchuan Intelligence: Shareholder Huang Qing'e plans to reduce his holdings of no more than 2.75% of the company's shares
Benchuan Intelligent (300964) announced on the evening of March 26 that Huang Qing'e, a specific shareholder who directly holds 2.75% of the company's shares, intends to reduce his holdings by a total of no more than 2.1 million shares (accounting for 2.75% of the company's total share capital after excluding the repurchased shares) through centralized bidding and block trading.
Shareholder buybacks
Delong Huineng: It is planned to repurchase shares for 15 million yuan - 25 million yuan
Delong Huineng (000593) announced that the company intends to repurchase shares for 15 million yuan to 25 million yuan for equity incentives or employee stock ownership plans. The repurchase price is not higher than 7.90 yuan per share.
Sunshine Novo: The affiliated company plans to purchase the company's shares for 28 million yuan to 32 million yuan
Sunshine Novo (688621) announced on the evening of March 26 that Sichuan Shengpu Pharmaceutical Technology Center (Limited Partnership), an affiliated enterprise actually controlled by Li Yuanbo, a senior manager of the company, intends to purchase the company's A shares through the methods permitted by the Shanghai Stock Exchange trading system (including but not limited to centralized bidding, continuous bidding and block trading, etc.) within 6 months from April 1, 2024, with a total purchase amount of not less than 28 million yuan and no more than 32 million yuan.
Important Announcements
Shengda Bio: At present, the main business does not involve the field of prefabricated dishes
Shengda Biotech (603079) issued a stock trading risk warning announcement, and recently, the company has paid attention to the discussion of the company's related business on some media and other platforms, involving hot concepts such as prefabricated dishes. At present, the company's main products are biotin, folic acid and other vitamin products and lactic acid streptococcin, natamycin, polylysine and other biopreservative products. According to the company's self-inspection, the company's main biological preservative products are mainly used in the preservative and preservation of meat products, dairy products, marinated semi-dry tofu, beverages and convenience foods, etc., and do not involve the field of prefabricated dishes; In the secondary market, Shengda Biotech has a daily limit for three consecutive trading days.
Watson Technology: The company is not involved in low-altitude economy, parachute and other related businesses
Silianban Watson Technology (605180) issued an announcement on abnormal fluctuations in stock trading, and recently, the company has paid attention to the discussion of the company's related business on some media and other platforms, involving hot concepts such as low-altitude economy and parachute. According to the company's self-inspection, the company is not involved in low-altitude economy, parachute and other related businesses.
Hualian shares: plans to acquire 100% equity of Lianxinda for 38.2133 million yuan
Hualian Co., Ltd. (000882) announced that the company intends to acquire 100% of the equity of Hohhot Lianxinda Commercial Co., Ltd. held by Beijing Hualian Life Supermarket Co., Ltd. for 38.2133 million yuan. Hualian Co., Ltd. announced on the same day that Yinchuan Hualian Shopping Center Co., Ltd., a wholly-owned subsidiary of the company, intends to purchase the real estate held by Yinchuan Hairong Xingda located in the basement of the comprehensive commercial building -101, No. 13 (formerly B1), Yuehai Xintiandi Shopping Plaza, Kangping Road, Jinfeng District, Yinchuan for 114 million yuan.
Yongyue Technology: There is a significant risk of uncertainty in the performance of the company's drone contract and there are no orders in hand
Yongyue Technology (603879) issued an announcement on the abnormal fluctuation of stock trading on the evening of March 26, and there is a significant risk of uncertainty in the performance of the company's drone contract, and there are no orders in hand. On August 1, 2022, the company signed a "procurement contract" of 114 million yuan with Jiangsu Zhongchuan Huaxia New Media Technology Co., Ltd., and Jiangsu Zhongchuan Huaxia New Media Technology Co., Ltd. did not continue to perform in accordance with the relevant provisions of the contract after paying a deposit of 5 million yuan and a payment of 5 million yuan on August 17, 2022 and December 27, 2022 respectively, and there is a significant uncertainty risk in the performance of the contract, and the company will take legal measures to protect the company's rights and interests in the future. Investors are advised to make rational decisions and pay attention to investment risks. In addition, the Sales Contract signed on August 27, 2023 between Yancheng Yongyue Intelligent Equipment Co., Ltd., a wholly-owned subsidiary of the Company, and Pingyu County Changda Transportation Investment and Development Co., Ltd. has been terminated on September 14, 2023, and there are currently no orders in hand.
Luoping Zinc Electric: Hongyuan Industrial, a holding subsidiary, obtained a mining license
Luoping Zinc (002114) announced on the evening of March 26 that in order to further improve the quality of the company's assets, increase the company's lead and zinc resource reserves and prospecting areas, the company acquired 51% of the shares of Yunnan Hongyuan Industrial Co., Ltd. (hereinafter referred to as "Hongyuan Industrial") held by natural persons Jiang Pan and Su Jinbi in cash. Recently, Hongyuan Industrial, a holding subsidiary, obtained the "Mining License" issued by the Qujing Municipal Bureau of Natural Resources and Planning.
Ronbay Technology: Signed a memorandum of cooperation with SK On to cooperate in the field of ternary and lithium manganese iron phosphate cathodes
Ronbay Technology (688005) announced on the evening of March 26 that the company and SK On Co., Ltd. (hereinafter referred to as "SK On") recently signed a "Memorandum of Cooperation". The two parties will give full play to their respective advantages and carry out comprehensive and in-depth cooperation in the field of ternary and lithium manganese iron phosphate cathode, including but not limited to technical cooperation, product development and product sales.
Yongli shares: The subsidiary has a business cooperation relationship with Xiaomi ecological chain enterprises and does not involve Xiaomi automobile-related business
Yongli Co., Ltd. said on the interactive platform on March 26 that the company's wholly-owned subsidiaries have business cooperation with Xiaomi ecological chain enterprises, and the products currently supplied are mainly precision plastic parts related to intelligent sweeping robots, and do not involve Xiaomi automobile-related business.
Hengtong Optoelectronics: At present, there is no situation that the company has been included in the US 337 investigation list
An investor asked Hengtong Optoelectronics (600487) on the interactive platform whether the U.S. Section 337 investigation involved the company's products? Hengtong Optoelectronics replied that it had not found any situation in which the company was included in the investigation list.
Hongxin Electronics: In 2024, the computing power business will be implemented on a larger scale
Hongxin Electronics said on the interactive platform on March 26 that the company's production and operation are carried out normally, in addition to the company's disclosed orders, the company is continuing to form new computing business orders, according to the current progress is expected, in 2024, the computing business will have a larger scale.
SMIC: The subsidiary plans to transfer 12.79% of the shares of JCET
SMIC (688981) announced on the evening of March 26 that the company's indirect wholly-owned subsidiary, Chippower Shanghai, signed a share transfer agreement with Panshi Hong Kong Co., Ltd. (hereinafter referred to as "Panshi Hong Kong"). According to the agreement, Chippower Shanghai intends to transfer its 229 million unrestricted tradable shares of JCET (accounting for 12.79% of the total issued shares of JCET on the date of signing the agreement) to Panshi Hong Kong or its affiliates at a price of RMB 29 per share, with a total transfer price of RMB 6.636 billion. After the completion of this transaction, Chippower Shanghai will no longer hold any shares of JCET.
Changdian Technology: The actual controller will be changed to China Resources Shares will resume trading
Changdian Technology (600584) announced on the evening of March 26 that the big fund transferred its 174 million shares of the company (accounting for 9.74% of the company's total share capital) to Panshi Hong Kong or its affiliates at a price of 29.00 yuan per share, and Xindian Semiconductor transferred its 229 million shares of the company (accounting for 12.79% of the company's total share capital) to Panshi Hong Kong or its affiliates at a price of 29.00 yuan per share. After the share transfer, Panshi Hong Kong or its affiliates will hold 403 million shares of the company, accounting for 22.54% of the company's total share capital. The controlling shareholder of Panshi Hong Kong is China Resources Group, and the actual controller of Panshi Hong Kong is China Resources Co., Ltd. (hereinafter referred to as "China Resources"). After the parties complete the delivery of JCET's shares and the reorganization of the board of directors of JCET in accordance with the Share Transfer Agreement, the controlling shareholder of JCET will be changed to Panshi Hong Kong or its affiliates, and the actual controller will be changed to China Resources. The company's shares resumed trading on March 27.