Tips: Whether a seed can take root and grow into a big tree depends not only on the seed itself. In addition, it is also necessary to look at the objective environment such as soil, light, water source, and animals where the seeds grow. Information is like a seed, whether it can affect the rise of stock prices also depends on the objective environment of the market at that time. Calm, rational and objective analysis and decision-making are very important prerequisites for successful investment and speculation.
1. Investment information
1. The new "National Nine Articles" in the capital market have landed, and the head brokerage companies are looking forward to development opportunities
On April 12, the "Several Opinions on Strengthening Supervision and Preventing Risks and Promoting the High-quality Development of the Capital Market" was issued. Focusing on the three main lines of strengthening supervision, preventing risks and promoting development, the new "National Nine Measures" clearly strengthen the supervision, supervision of the access, continuity and delisting of listed companies, strengthen the supervision of securities and fund institutions, improve the supervision of transactions and comprehensively deepen the reform of the investment side. At the same time, the CSRC system has promulgated 26 new regulations, covering many aspects of capital market construction, such as delisting, mainboard/GEM listing system, trading and shareholding reduction rules, etc.
The agency believes that the new "National Nine Articles" anchor the goal of building a financial power, outline the blueprint for the long-term development of the capital market, and make the securities industry better and stronger is the main line. The securities industry is expected to give better play to its professional advantages and help build a financial power in the new stage of capital market construction, and it is expected that the head brokerage is expected to further improve and strengthen through mergers and acquisitions, and accelerate the reform of the supply side of the industry.
You can pay attention to Galaxy Securities (601881), Huatai Securities (601688), etc
Head brokerage.
2. The "May Day" tourism industry is expected to accelerate the recovery of the peak booking
According to reports, after the Qingming holiday, the domestic tourism market ushered in the peak of travel bookings during the May Day holiday. On April 12, Tongcheng Travel released the "2024 May Day Holiday Travel Trend Report". According to the data, the popularity of "May Day" related travel searches increased by more than 7 times month-on-month in the week after the Qingming Festival. The medium- and long-term tourism and outbound tourism markets are growing rapidly, with significant growth in the distance traveled and the number of days traveled. Many concerts, music festivals and film and television drama filming locations have become the vane of "May Day" tourism, bringing fire to the "potential stocks" of many destinations.
From a fundamental point of view, the recovery of the travel industry has accelerated. In 2024, there will be 119 million domestic tourism trips during the three-day Qingming holiday, an increase of 11.5% over the same period in 2019 on a comparable basis, and domestic tourists will spend 53.95 billion yuan on travel, an increase of 12.7% over the same period in 2019. The agency believes that the certainty of the continued popularity of holiday travel is clear, and the emergence of new cultural tourism destinations and the increase in the supply of tourism products are expected to stimulate the release of tourism demand throughout the year, and the tourism market will be further restored.
You can pay attention to companies such as Changbaishan (603099) and China Youth Travel Service (600138).
3. The mainland will carry out a pilot project of "100 counties, 1000 stations, 10,000 piles" to strengthen the coverage of charging and swapping facilities
The Ministry of Finance and other three departments recently issued a notice that they will carry out the pilot project of "100 counties, 100 stations, 1000 piles" from 2024 to 2026, and strengthen the planning and construction of new energy vehicle charging and swapping facilities in key villages and towns. The central government will arrange incentive funds to support the pilot counties to carry out pilot work, and strive to achieve "full coverage of townships and townships" of charging and swapping infrastructure.
The research institute predicts that the number of new energy vehicles in China will increase from 21 million in 2023 to 40 million in 2025. The charging demand for electric vehicles is increasing, and it is urgent to accelerate the construction of supporting infrastructure such as charging piles. In recent years, the charging pile industry policy has been continuously introduced, requiring vigorously promoting the construction of charging and swapping networks. In addition, the charging pile market in Europe and the United States is in the early stage of the outbreak, and the demand will usher in a significant increase. Domestic pile enterprises are accelerating their overseas layout and are expected to enjoy the rapid development dividend of the global industry with their cost-effective advantages.
Relying on abundant advantageous site resources, strong financial strength and high-quality whole pile products and operation platforms, Truide (300001) has become the largest public charging pile operator in China;
Shenghong Co., Ltd. (300693)'s charging pile business began to cover vehicle OEMs on the premise of serving existing charging operator customers.
4. The leading performance of semiconductor equipment has increased significantly, and the importance of etching machines and thin film equipment has increased
NAURA (002371) released a performance forecast on the evening of the 12th, achieving a net profit of 1.04 billion to 1.2 billion yuan in the first quarter of 2024, a year-on-year increase of 75.77% to 102.81%. Due to the steady increase in the market share of the company's process equipment such as etching, thin film deposition, cleaning and furnace tubes used in the field of integrated circuits, the revenue grew steadily year-on-year. And with the continuous expansion of revenue scale, the scale effect gradually emerged, and the cost and expense ratio decreased steadily.
SEMI, a semiconductor industry organization, believes that downstream chip manufacturers will continue to expand production capacity to meet demand growth. In 2022, the production capacity of the global semiconductor manufacturer's 300mm wafer fab was about 7 million pieces per month, and it is expected to increase to a record high of 9.6 million pieces in 2026. Due to the limitation of wavelength, the smaller microstructure of the lithography machine depends on the combination of plasma etching and thin film, and the importance of the etching machine and thin film equipment is increasing, and the average annual growth rate in recent years is much higher than that of other equipment.
The plasma etching equipment of AMEC (688012) has been applied to international first-line customers from 65nm to 14nm, 7nm and 5nm and other advanced integrated circuit processing and manufacturing production lines and advanced packaging production lines;
The ALD mass production equipment of Microconductive Nano (688147) was successfully delivered to a leading chip manufacturing customer in Europe for the manufacture of automotive chips.
5、
xAI company showcases the first multimodal model Technology development is expected to empower downstream
On April 12, local time, Musk's artificial intelligence company XAI launched the first multimodal model, Grok-1.5 Vision, which can not only understand text, but also process content in documents, charts, screenshots and photos. xAI also shared the Grok-1.5V's performance score, which outperforms mainstream competitors such as the GFT-4V and Gemini Pro 1.5 in RealWorldQA benchmarks.
Kaiyuan Securities believes that the capabilities of AI multimodal models at home and abroad will continue to make breakthroughs, and gradually start commercialization, or continue to empower film and television production, IP development, advertising and marketing, education and teaching, music creation, game research and development and other fields to reduce costs and improve efficiency. The competition of multimodal models is also expected to increase the demand for image, video, and audio corpora at the training end. Optimistic about the main investment lines of AI film and television, AI marketing, AI education, AI music, AI games, etc.
Kunlun Wanwei (300418)'s self-developed large language model "Tiangong 3.0" will officially open beta on April 17, and will simultaneously open source 400 billion parameter MoE hybrid expert type;
Tors (300229) has a compliant and secure multi-modal corpus of Chinese, graphics, texts, videos and other multi-modal corpora, and has provided pre-training dataset services for leading large model manufacturers such as Xiaomi, Cloud Voice, and Yuntian Lifei.
6. Subverting the computing architecture The world's first optical computing chip was successfully developed
According to reports, on April 13, a research team at Tsinghua University released an important research result. They successfully developed the world's first large-scale interference diffraction heterogeneous integrated chip "Taichi". The chip uses a distributed breadth intelligent optical computing architecture with impressive energy efficiency. By building a new computing model, the research team members unleashed the power of optical computing during the chip development process. This chip has become the first powerful computing power support for the realization of complex tasks of artificial intelligence such as thousands of types of object recognition in natural scenes and cross-modal content generation.
With the rapid development of artificial intelligence, big data, and cloud computing, the demand for ultra-high-speed and energy-efficient computing power is growing exponentially. Compared with other forms of computing, optical computing has the advantages of high bandwidth, low energy consumption, and anti-interference, which can break through the bottleneck of electronic computing and become an important direction for future exploration. As a result, it is considered one of the most competitive options for the disruptive computing architectures of the future. The increase in the speed of optical computing is expected to solve the urgent demand for big data processing in many fields, and can play an important role in many fields such as artificial intelligence, meteorological monitoring, financial investment, and biomedicine, with huge market potential.
A-share related concept stocks mainly include Xinyisheng (300502), Yandongwei (688172), etc.
7. Fill in the blanks Three national standards for electronic paper display were officially released
Recently, the State Administration for Market Regulation (Standardization Administration of the People's Republic of China) issued the No. 1 of 2024 "Announcement on Approving the Release of 406 National Standards such as "Log Inspection". Among them, three national standards for e-paper displays, including "E-paper Display Devices Part 1-1: Terminology", "E-paper Display Devices Part 3-1: Optical Performance Test Methods" and "E-paper Display Devices Part 3-2: Photoelectric Performance Test Methods", were officially released. The release of the three standards fills the gap in the technical standards of e-paper display in the mainland.
E-paper display technology is an important frontier direction of the new generation of information technology. At present, the e-paper industry has formed an industrial structure of two industrial pillars: commercial e-paper labels and consumer e-paper tablets. Benefiting from the development of global communication technology and the deployment of infrastructure, the demand for digitalization in various fields of social work and life continues to increase, and the application scenarios of e-paper terminals continue to be enriched, and are expected to usher in growth in many fields. According to ePaper Insight, the global e-paper terminal market has grown at a compound growth rate of more than 40% in the past five years. The release of the national standard for e-paper will help improve the quality and performance of e-paper products and promote the sustainable development of the e-paper industry.
A-share related concept stocks mainly include Yashi Optoelectronics (002952), Jintuo shares (300400), etc.
8. A record number of tests laid the foundation for reusable launch vehicles
According to reports, on April 12, the 130-ton reusable liquid oxygen kerosene engine independently developed by the Sixth Academy of China Aerospace Science and Technology Corporation successfully completed two starting ground ignition tests. So far, the engine has completed a total of 15 repeated tests, 30 ignition starts, the cumulative test time has exceeded 3900 seconds, and the number of repeated tests has broken the record of the number of tests of the main engine of the continental liquid rocket, laying the foundation for the first flight of the subsequent continental reusable launch vehicle.
A-share related concept stocks mainly include aerospace power (600343), aerospace science and technology (000901), etc.
2. Company information
1. China Industrial International: The company will further increase the proportion of cash dividends
In an institutional survey, China Industrial International (002051) said that the company always attaches importance to a reasonable return on investment for shareholders, while taking into account the sustainable development of the company, and has formulated a sustainable, stable and scientific dividend policy. On April 2, 2024, the board of directors of the company deliberated and approved the "Shareholder Return Plan of China Industrial International Engineering Co., Ltd. (2024-2026)" (officially implemented after the deliberation and approval of the general meeting of shareholders), and further increased the proportion of cash dividends, and "the annual profit distributed in cash shall not be less than 40% of the distributable profit of the parent company realized in the current year" during the planning period.
In the first quarter of 2024, the company signed new contracts totaling $691 million. In addition, the effective contract value of the international engineering contracting business was 546 million US dollars, a significant year-on-year increase. At present, the company has sufficient contracts in hand and has more reserves in tracking projects, which has laid a solid foundation for subsequent good development.
2. Hangmin shares: The industry situation this year is better than the previous three years
Hangmin shares (600987) said in an institutional survey that generally in mid-to-late March into the traditional peak season of the industry, this year I feel that the export situation is picking up, and domestic demand is improving in the accumulation of favorable policy factors. At present, the industry situation feels better this year than the previous three years, and the company strives to achieve that the off-season is not light, and the peak season is more prosperous. As one of the two main businesses focused on by Hangmin, the gold jewelry industry is widely favored by consumers and has broad market prospects. Shenzhen Shangjinyuan has strong profitability, and through its window, the company's manufacturing capacity can be improved, and sales channels can be increased.
3. Company announcement
Samsung Healthcare's (601567) subsidiary, Samsung Sweden, won the bid for a three-phase oil-immersed copper winding transformer project in the HEDNO tender of the Hellenic Electricity Authority, with a total project value of 59 million euros (about 466 million yuan).
Wansheng Intelligent (300882) and Youxunda (300514) respectively announced that they won the bid for the fifteenth batch of procurement (the first measurement equipment bidding and procurement of marketing projects) project of State Grid Corporation of China in 2024, with the winning bid amounts of about 300 million yuan and about 299 million yuan respectively.
New Industry (300832) The products of the automatic chemiluminescence immunoassay analyzer MAGLUMIX3 and 25-hydroxyvitamin D assay kit (chemiluminescence immunoassay) have obtained the US FDA510 (k) access and are qualified for US market access, which is conducive to further enhancing the comprehensive competitiveness of the company's products to open up overseas markets.
Jiejie Microelectronics (300623) is expected to achieve a net profit of 87.3428 million to 93.695 million yuan, a year-on-year increase of 175% to 195%. Due to the company's thyristor and MOSFET series products, the revenue has increased significantly.
Hubei Energy (000883) is expected to achieve a net profit of 710 million to 920 million yuan, a year-on-year increase of 128.55% to 196.15%. Due to the year-on-year increase in water transfer level and the preference for water supply since the beginning of the year, the hydropower generation capacity has increased, and the profit of hydropower business has increased; The installed capacity of thermal power increased, the on-grid electricity increased, the price of coal was lower than that of the previous period, the fuel cost decreased, and the profit of thermal power business increased year-on-year.
Guanghe Technology (001389) is expected to achieve a net profit of 130 million to 150 million yuan, a year-on-year increase of 110.06% to 142.38%, due to the iterative upgrade of traditional servers and the demand for high-multilayer printed circuit boards in emerging computing scenarios such as artificial intelligence.
Palin Biotech (000403) is expected to achieve a net profit of 113 million to 130 million yuan, a year-on-year increase of 100% to 130%, due to the boom in sales demand in the blood products market, the number of products available for sale and sales volume of the company increased.
CRRC (601766) is expected to achieve a net profit of 923 million to 1.046 billion yuan, a year-on-year increase of 50% to 70%; It is estimated that the net profit after deducting non-attributable to the parent company will be 583 million to 706 million yuan, a year-on-year increase of 186% to 246%. This was due to a certain change in the structure of products delivered in the first quarter compared with the same period last year.
Xiangcai Co., Ltd. (600095) plans to repurchase 80 million to 160 million yuan, and the repurchase price will not exceed 10.04 yuan per share, which will be used for employee stock ownership plans or equity incentives.
Innosilicon Integration (688469) plans to repurchase 200 million to 400 million yuan, and the repurchase price will not exceed 7 yuan per share, which will be used for equity incentives or employee stock ownership plans.
The chairman of Guoxin Technology (688262) proposed to repurchase the company's shares for 30 million to 40 million yuan for employee stock ownership plans or equity incentives.
Lianke Technology: (001207) net profit in the first quarter was 55.1459 million yuan, a year-on-year increase of 214.55%;
Yichang Technology (002420): The net profit attributable to the parent company in the first quarter was 53.9421 million yuan, a year-on-year increase of 401.2%.
Wangsu Technology (300017): Net profit in 2023 increased by 221.68% to 613 million yuan, and 10 distributions of 2.5 yuan are planned;
Cowell (688551): Net profit in 2023 will increase by 88.14% to 117 million yuan, and it is planned to distribute 6 yuan in 10 distributions;
Jieshun Technology (002609): net profit in 2023 will be 108 million yuan, a year-on-year increase of 497.62%;
Jiamei Packaging (002969): Net profit in 2023 increased by 805.71% year-on-year.
Principal Century (688201): The controlling shareholder and actual controller of the company voluntarily promised not to reduce the company's shares within 12 months.
Novozan (688105): The subsidiary signed a strategic cooperation agreement with Yufang Medical.
Hangxin Technology (300424): plans to sign an investment cooperation agreement with the Tianjin Port Free Trade Zone Management Committee.
Agricultural Bank of China (601288): Huijin Company increased its holdings of 401 million A shares of the Bank.
Recently, the kick-off meeting of the National Key R&D Program Intelligent Robot Key Project - "Dynamic Scheduling and Optimization of Autonomous Mobile Robot Swarm System" led by BlueSword Intelligent (688557) was successfully held in BlueSword Super Future Factory.
Bluestone Heavy Equipment (603169) signed a contract for the integrated test demonstration project of green hydrogen production and storage of Bluestone Group.
Super Communication (603322) signed a 511 million yuan data center project contract with a subsidiary of Alpha Data.
Yuheng Pharmaceutical (002437) net profit attributable to the parent company in the first quarter increased by 149.27%-174.2%.
China Resources Sanjiu (000999) said on the interactive platform on April 12 that due to rising costs, the company's OTC core varieties will consider the possibility of a moderate and small price increase.
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【Disclaimer】
The information in this information is mainly derived from public information such as Times Wealth Information, CSI Express, SSE Early Know, etc., and this number does not make any guarantee for the accuracy and completeness of these information. The content and opinions expressed in the information are for informational purposes only and do not constitute investment advice for the trading of the securities described. The stock market is risky, please analyze and invest rationally!