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 brain-computer interface team of Zhejiang University has made a major breakthrough and the industrialization process is expected to accelerate
According to reports, a few days ago, the Neurological Disease Sub-center of the Clinical Translational Research Center for Brain-Computer Regulation of Zhejiang University released the latest research results on brain-controlled Chinese character writing. Through the analysis of the nerve signals in the motor area, the writing trajectory imagined by the volunteers can be obtained, and the invasive brain-computer interface can be successfully realized to control the robotic arm to write Chinese characters. The R&D personnel said that the successful decoding of Chinese characters is a very important part of the process, and it is also a very key breakthrough in brain-computer interface research.
Brain-computer interface is a direct channel for information exchange between the biological brain and the intelligent machine, which can realize the two-way interaction, collaborative work and functional integration between the brain and the intelligent machine. As an important application field of the national innovation industry, brain-computer interface is an important embodiment of new quality productivity. The reform of device review is expected to accelerate the R&D and transformation of brain-computer interfaces and promote the rapid development of the industry. According to a 2020 McKinsey research report, the global brain-computer interface market size may be between $70 billion and $200 billion per year from 2030 to 2040.
Chengyitong (300430) relies on the establishment of the brain-connected technology company platform to deeply explore brain-computer interface related technologies, first based on Longzhijie's existing products, to achieve non-invasive brain-computer function upgrades, and at the same time support the R&D team to explore the research and development of invasive brain-computer technology, the company will continue to cooperate with senior teams from well-known universities to actively explore the application of brain science in the field of rehabilitation and medicine.
Siangyu Medical (688626) Co., Ltd. has R&D and layout in the field of brain-computer interface in the early stage, and has completed the national key project of "Bio-Machine Intelligent Interaction and Biomechatronics Robot Technology" jointly undertaken by Tianjin University and Xi'an Jiaotong University.
2. AI successfully rewrites human DNA, and the world's first gene editor is shocking and open source
According to media reports, the startup Profluent announced that the gene editor, designed entirely by AI, has successfully edited DNA in human cells. The technology and the same approach that powers ChatGPT are that it analyzes vast amounts of biological data to create new gene editors, including microscopic mechanisms that scientists are already using to edit human DNA. The paper is expected to be presented at the annual meeting of the American Society for Gene and Cell Therapy next month. Profluent says it is open-sourcing the OpenCRISPR-1 editor, which means that the technologies are free for individuals, academic labs and companies to use.
By training OpenCRISPR, the AI learns from large-scale sequences and biological contexts to generate millions of CRISPR-like proteins that don't exist in nature. AI has generated a 4.8-fold cluster of proteins of the CRISPR-Cas family already found in nature, fully exponentially scaling. Now, there are many projects around the world that are using AI technology to improve healthcare. CRISPR gene editing technology is favored by pharmaceutical companies due to its curative potential, convenient operation, and high efficiency, and has great potential in genetic diseases and even chronic diseases. Currently, Profluent has not conducted clinical trials on these synthetic gene editors, so it is unclear whether they can match or even surpass the performance of CRISPR. Experts say that if Profluent's technology continues to improve, scientists will one day be able to edit genes in a more precise way.
There is a huge space for the development of gene therapy, and among the A-share related industrial chain companies, you can pay attention to Chengdu HitGen (688222) and Hongbo Pharmaceutical (301230).
3. Leading the industry transformation Huawei unveiled a new brand of intelligent vehicle solutions
According to reports, on April 24, Huawei's intelligent vehicle solution BU (Huawei Car BU) released a new brand "Qiankun" on the eve of the Beijing Auto Show, bringing new and upgraded solutions such as "Qiankun ADS", "Qiankun Vehicle Control", and "Qiankun Car Cloud". In addition, the new generation of HarmonyOS cockpit has evolved again, bringing innovative technologies such as Qianwu engine, Qiankun audio and the strongest in-vehicle ecology, aiming to lead the second century of transformation of the global automotive industry. In 2023, more than 3 million sets of smart components will be shipped, and 7 cooperative models will be available. The launch of the Qiankun brand is seen as an important step towards independent operation of Huawei's car BU.
China's intelligent driving industry is currently in a stage of rapid development, and the industry consensus has been formed, and many models have achieved L2 autonomous driving capabilities and have been commercialized for many years. In addition, with the continuous advancement of technology, intelligent driving systems are developing to a higher level of autonomous driving, and it is expected to achieve full autonomous driving in more scenarios. According to the forecast of the China Business Industry Research Institute, the scale of the autonomous driving market in mainland China will exceed 300 billion yuan in 2023 and is expected to reach 383.2 billion yuan in 2024. This growth trend reflects the huge potential and market prospects of China's intelligent driving industry. At present, Huawei has a comprehensive layout of the entire automotive intelligent and connected industry chain, providing services for automotive customers and industry partners. At present, the penetration rate of new energy vehicles has exceeded 50%, and there is huge room for growth in Huawei's smart car ecosystem.
A-share related concept stocks mainly include Joyson Electronics (600699), Huayang Group (002906), etc.
4. Revolutionary technology Linear motor electromagnetic levitation chassis was born
According to reports, the Yangwang U7, which will be unveiled at the Beijing Auto Show, will have BYD's new black technology linear motor technology, and the electromagnetic levitation technology chassis driven by no oil and no springs will be available on the official website.
Linear motors are characterized by stable motion, low vibration and high precision, so they are widely used in the chassis control system of new energy vehicles. With the accelerated development of industrial automation and intelligent manufacturing, linear motors, as an important component of modern industry, are more and more widely used. In the fields of electronic equipment, new energy, robotics, automobile manufacturing, etc., the application demand for linear motors continues to grow, which provides a broad market space for the development of the industry.
A-share related concept stocks mainly include Bofei Electric (001255), Topstar (300607) and so on.
5. A major breakthrough has been made in brain-computer interface for the first time to realize the idea of writing Chinese characters
According to reports, the Neurological Disease Sub-center of the Clinical Translational Research Center for Brain-Computer Regulation of Zhejiang University has released the latest research results on brain-controlled Chinese character writing. The volunteer was a high paraplegic after a car accident. In 2020, he participated in the brain-computer interface research project of Zhejiang University and became the first volunteer in the clinical translational research of invasive brain-computer interface in mainland China. At present, the volunteer can complete large hand joint movements such as drinking, eating, and shaking hands through his mind, filling the gap in China. The person in charge of the research team said that the successful decoding of Chinese characters is a very important part of the process, and it is also a very key breakthrough in the research of brain-computer interface.
A-share related concept stocks mainly include innovative medical (002173), Tom Cat (300459), etc.
6. The UAV project was selected as an intelligent transportation pilot for the first time, and the low-altitude economy was boosted again
On April 23, the Ministry of Transport announced the second batch of intelligent transportation pilot application pilot projects (autonomous driving and intelligent construction direction), and the "Jiaxing Urban and Rural UAV Transportation and Urban Travel and Logistics Service Autonomous Driving Pilot Application Pilot" project was selected, which is also the first time that the UAV project was selected as a pilot project for intelligent transportation pilot application.
On the same day, the Jiaxing Flying Car Transportation Innovation Camp Construction Exchange Conference was held in Nanhu, and EHang brought the EH216-S unmanned manned aircraft. According to reports, the low-altitude airspace planning and route planning in Nanhu District are being prepared, and the air management center of road and air integration is also in full swing.
According to the "Implementation Plan for the Innovative Application of General Aviation Equipment", by 2030, general aviation equipment will be fully integrated into all fields of people's production and life, becoming a strong driving force for low-altitude economic growth and forming a trillion-level market scale. The official guide price of EHang's EH-216S is 2.39 million yuan, and China Post Securities expects the potential demand for eVTOLs to reach 130,000 units based on the number of domestic ground transportation private cars.
Aerospace Rainbow (002389) Rainbow UAVs have been widely used in surveying and mapping, forest fire prevention, emergency response, aerial geophysical prospecting and other fields, and low-altitude logistics related applications are in the program demonstration stage;
CCCC Design (600720) actively participates in the construction of multi-level and multi-dimensional transportation network system.
7. SK hynix builds a new DRAM chip production base The HBM market is expected to grow rapidly
South Korean memory chip maker SK hynix said on Wednesday that it plans to invest 5.3 trillion won ($3.86 billion) to build a new dynamic random access memory (DRAM) chip production base in South Korea. The new production site aims to increase DRAM production capacity, with a focus on HBM, which is expected to grow at an annual rate of more than 60 percent. Driven by server high-capacity chip products, the demand for general-purpose DRAM is growing steadily.
GF Securities pointed out that HBM is a new type of memory, thanks to the stacking structure and vertical TSV interconnection, with higher transmission bandwidth, higher storage density, lower power consumption and smaller size, and the advantage of high bandwidth is crucial to improve the efficiency of large model training and inference. In recent years, most high-end data center GPUs and ASICs have used HBM as the memory solution, and GDDR has a cost-effective advantage in scenarios such as inference. In the future, HBM technology will continue to develop towards higher bandwidth and larger capacity, and the 12Hi-16Hi HBM4 is expected to enter mass production in 2026.
Dongxin Co., Ltd. (688110) is one of the few memory chip fabless companies in China that also provides NAND/NOR/DRAM products;
Longsys (301308) has two major storage brands, FORESEE and Lexar, which are industry-based storage products and Lexar, and has a leading market share in a number of storage products.
8. The Sichuan Provincial Vocational Education Regulations are about to be implemented, and the vocational education college entrance examination will attract attention again
The "Sichuan Provincial Vocational Education Regulations" will come into force on May 1. The "Regulations" make it clear that vocational education is a type of education with the same important status as general education, and local people's governments at all levels shall take measures to improve the social status of technical and skilled personnel, and enjoy the same treatment for high-skilled personnel in terms of study, job appointment, job promotion, salary and welfare, etc., in accordance with the professional and technical personnel at the corresponding level; vocational school graduates enjoy equal opportunities with ordinary school graduates at the same level in terms of settlement, further education, and employment. Sichuan will establish and improve the examination and enrollment system in line with the characteristics of vocational education, explore the establishment of a vocational education college entrance examination system, and admit outstanding players and model workers in the skills competition according to regulations. Sichuan Province is a major province of vocational education, with about 1.96 million vocational school students, ranking seventh in the country and first in the western region. The implementation of the "Regulations" may have an exemplary and leading role.
The "Vocational Education College Entrance Examination" was officially proposed in the 2019 National Vocational Education Reform Implementation Plan. In 2021, the "Opinions on Promoting the High-quality Development of Modern Vocational Education" issued by the Office of the Central Committee and the Office of the State Council called for "accelerating the establishment of the 'vocational education college entrance examination' system". Under the deployment and promotion of the central government, all localities have strengthened the overall responsibility of provincial governments, strengthened top-level design, successively issued local documents, and planned the work ideas, measures and tasks of the reform of local higher vocational classification examinations. For example, Shandong, Jiangsu and other provinces have taken the lead in carrying out the pilot of the vocational education college entrance examination, and Guangxi has also said that it intends to implement the "vocational education college entrance examination" from 2025.
It is understood that since the exploration and practice of the vocational education college entrance examination, although many achievements have been made, there are still some problems that need to be improved urgently, such as the national level has not yet issued guidance on the enrollment of vocational education examinations; the content of the examination is not reasonable, and there is a phenomenon of emphasizing cultural basic tests and ignoring vocational skills tests. In order to solve the problem and make the vocational education college entrance examination system better play the role of the selection of technical and skilled talents, the Ministry of Education in August 2023 said in its reply to Recommendation No. 7413 of the first session of the 14th National People's Congress that it will improve the vocational education college entrance examination system, improve the enrollment method of the "cultural quality + vocational skills" examination, reform the content and form of the college entrance examination, expand the enrollment scale of undergraduate schools in the vocational education college entrance examination, and promote the construction of a national vocational skills examination question bank and standardized examination room.
Vocational education is fertile ground for the cultivation of artisans. The vocational education college entrance examination system is an important measure to deepen the construction and reform of the modern vocational education system, and it is also the key to optimize the type positioning, smooth the channel for students to go on to higher education, and alleviate educational anxiety. With the implementation of the policy, the development space of the industry is expected to be further improved.
You can pay attention to Xueda Education (000526), Kede Education (300192) and Kaiwen Education (002659).
9. Carbon prices break through the 100 yuan mark, and carbon asset investment is expected to make a comeback
On April 24, the closing price of the national carbon market rose for six consecutive days, successfully breaking through the 100 yuan mark and closing at 100.59 yuan/ton. Experts believe that the Interim Regulations on the Administration of Carbon Emission Trading, which will come into force on May 1, are a key driving force to boost the carbon market at this stage. This is the first special regulation in the field of climate change in the mainland, which clarifies the carbon emission market trading system in the form of administrative regulations for the first time, raises the level of the carbon trading management system, and opens a new situation in the rule of law of carbon emission trading in the mainland.
The mainland's mainstream carbon assets include carbon allowances and CCER. According to the 2024 China Carbon Market (2024) released by the Energy and Environmental Policy Research Center of the Beijing Institute of Technology, the average price of allowances in the national carbon market is expected to exceed 105 yuan/mt in the final stage of the 14th Five-Year Plan. Entering the "15th Five-Year Plan" period, this average price is expected to further break through the 200 yuan/ton mark. Looking ahead to 2030, the average transaction price of China's voluntary emission reduction projects (CCER) is also expected to rise to 150 yuan/tonne. With the market's recognition of the value of carbon emission rights and continuous investment in emission reduction actions, coupled with the improvement of some mandatory regulations, the national carbon market price is expected to continue to grow.
In favor of the listed company of carbon assets, Yueyang Forest Paper (600963) has established a dual carbon and energy management committee, scientifically organized the development of CCER projects of enterprises, improved the ability to participate in carbon market transactions, tapped the advantages of nearly 2 million mu of forestry resources of the company, and enhanced the value of forest carbon sinks;
Fujian Jinsen (002679) has been involved in the preliminary work of the CCER project, and in view of the fact that the follow-up matters are not yet clear, the company has gone all out to actively respond to it. At the same time, the company will continue to participate in the carbon industry business of carbon neutrality and carbon peaking in various regions in China, and explore new opportunities brought by "carbon peaking and carbon neutrality".
10. The valuation of the sector is expected to be repaired when the peak season of sea breeze starts
Recently, the Fuzhou Municipal Bureau of Natural Resources and Planning publicized the "Demonstration Report on the Use of Sea Areas of the Offshore Wind Farm Project off Matsu Island". According to the report, the offshore wind farm project off Matsu Island is located in the east sea area of Fuzhou City, about 20 kilometers west of the Matsu Islands, with a planned area of 37 square kilometers, a planned capacity of 300,000 kilowatts, and an annual power generation capacity of more than 13.4 billion kilowatt hours. Since the beginning of this year, there has been a lot of news about the launch of offshore wind power projects: Zhejiang's "thousands of trillions" major projects have started construction in a concentrated manner, and a number of large-scale offshore wind power projects such as the Daishan No. 1 offshore wind farm project are among them, and the Three Gorges Shandong Muping wind farm with a total investment of 4.6 billion yuan has started construction.
With the gradual lifting of the impact of restrictive factors, offshore wind projects are accelerating, and it is expected to add 10-15GW of new installed capacity in 2024, a year-on-year increase of 67%-114%. In addition, as the weather warms, offshore wind power will enter the peak season of construction, a number of projects have recently held groundbreaking ceremonies, the scale of offshore wind power projects under construction is entering the stage of rapid start-up, the industrial chain is expected to benefit, it is recommended to pay attention to the times of new materials (600458), Dongfang Cable (603606) and so on.
11. The humanoid robot Optimus is about to be unveiled at the end of the year
Tesla CEO Elon Musk revealed on a recent earnings call that Tesla's Optimus humanoid robot is expected to be capable of performing "useful" factory tasks by the end of this year and is expected to be available to the market by the end of 2025. This news has aroused widespread concern in the industry and the public. Musk said that Optimus is already performing factory tasks in the lab and believes that by the end of this year, it will be able to perform real tasks in Tesla's actual factory.
Musk emphasized that Optimus will be able to perform repetitive tasks, effectively alleviating the problem of labor shortages. He said that the emergence of such robots will revolutionize the world, and its influence may even exceed that of Tesla cars. The launch of Optimus not only demonstrates Tesla's leadership in the field of artificial intelligence and robotics, but also heralds a profound transformation in the manufacturing and service industries in the future.
The imminent launch of the humanoid robot Optimus will bring new opportunities to the supply chain. Among the listed companies, Dingzhi Technology, a subsidiary of Jiangsu Leili (300660), has rich technical accumulation in precision micro motion control solutions, and some linear transmission products have been sampled in the field of humanoid robots and have been recognized by customers in stages.
Mingzhi Electric (603728) focuses on the R&D and manufacturing of control motor modules for palm modules and fingerprints in the field of humanoid robot applications.
12. The renewal process of agricultural machinery is expected to accelerate the marginal improvement of industry demand
The "Action Plan for Promoting Large-scale Equipment Renewal and Trade-in of Consumer Goods" issued a few days ago proposes to support the renewal of old agricultural machinery. Subsequently, at the regular policy briefing of the State Council Information Office, Fu Jinling, director of the Department of Economic Construction of the Ministry of Finance, said that the central government will increase support and continue to implement the subsidy policy for scrapping and updating agricultural machinery. The statement shows that the state attaches great importance to the upgrading of agricultural machinery, this year's subsidy policy and implementation will be strengthened, stimulate the enthusiasm of farmers and enterprises to buy new agricultural machinery, accelerate the renewal process of agricultural machinery, and improve the business environment of agricultural machinery manufacturers in the domestic market.
The mainland is the world's largest agricultural machinery manufacturing and consumer country, and the trade-in of agricultural machinery can become a powerful driving force for agricultural machinery market consumption. At present, the phenomenon of overdue "sick service" of old agricultural machinery is relatively common, due to the aging of components, outdated technology, large safety hazards of agricultural machinery, high diesel loss, and increased pollutant emissions. According to the market research report released by the China Agricultural Machinery Circulation Association on April 8, the value of agricultural machinery updated every year in the country is as high as about 300 billion yuan.
Relevant listed companies have benefited, you can pay attention to: CTI Navigation (300627) The company's revenue in the field of agricultural machinery autonomous driving in 2023 showed a good growth trend. The company's "Navigator NX100" product won the gold medal of the first space information industry and Beidou navigation technology application exhibition of the 17th China International Industry Fair, and the "Navigator NX510" product won the annual market leading award of China's agricultural machinery.
Gifore Technology (300022) agent sales of agricultural machinery may meet the conditions of "equipment replacement", the company's agricultural machinery chain sales and service sector in 20 provinces (cities, districts) in the country has established a sales and service channel network, has obtained nearly 200 agricultural machinery brand manufacturers distribution authorization. As a leading enterprise in the national agricultural machinery chain, it will directly benefit from this policy.
13. The trend of water price increase remains unchanged, and the new regulations on the franchise management measures are implemented
Six ministries including the National Development and Reform Commission (NDRC) have issued the Measures for the Administration of Infrastructure and Public Utilities Concessions, which will come into effect in May this year, replacing the old law that has been in place since June 2015.
Under the new trend that the newly revised Measures will accelerate the reform of public utilities, the most noteworthy sub-sector in the field of public utilities is water affairs. In recent years, the degree of marketization in the public utilities sector has gradually improved, but compared with other segments, the current water price setting in the water industry is still led by the government, which leads to the overall water price pricing is still at a relatively low level, which means that there is more room for water price increases. Moreover, the newly revised "Measures" once again clarified that the franchise agreement should clarify the determination and adjustment mechanism of prices and charges, which laid a policy foundation for the increase of water prices.
From the perspective of the industry, although the water price adjustment in most parts of the country has not been carried out in time due to the impact of the epidemic since 2020, since 2023, the water price adjustment has been accelerated. According to incomplete statistics, from 2023 to January this year, dozens of different regions across the country, including Binyang County in Guangxi Zhuang Autonomous Region, Changle County in Fujian Province, Ganzhou Central City in Jiangxi Province, Xiangtan County in Hunan Province, Nanchong City in Sichuan Province, Qujing Central City in Yunnan, Wuhu City in Anhui, Xianyang City in Shaanxi, Wushan County in Gansu Province, and Pudong New Area in Shanghai, have raised the first-tier water price, most of which are 20% Above, Changle County, Fujian Province increased by as much as 45.45%.
In summary, the profitability of water supply enterprises is expected to improve marginally, and we can pay attention to Xingrong Environment (000598), Capital Environmental Protection (600008) and United Water (603291).
2. Company information
1. Runze Technology: It will speed up the delivery of the second intelligent computing center in the first phase of Pinghu
Runze Technology (300442) said in an institutional survey that since the beginning of this year, with the gradual breakthrough of technologies such as Sora's Wensheng video model, the gradual implementation of applications, and the growth of demand for intelligent computing power, the company will also accelerate the implementation of existing customer orders and actively explore new customer groups. At the same time, the company will speed up the delivery of the second intelligent computing center in the first phase of Pinghu, accelerate the construction of the new intelligent computing center project in Langfang Area B and the second phase of the Yangtze River Delta Park, and quickly build a single intelligent computing center project that can gather more than 100,000 calories, so as to provide all-round service support and technical support for the training and reasoning of trillion-dollar large models with high complexity and high computing needs to meet the needs of end customers. In conclusion, the company's outlook for AIDC in 2024 is still relatively optimistic. The company will unswervingly increase investment in capital and R&D in AIDC, continue to consolidate the market position of "AIDC leading", and quickly attract more large-scale model customers to settle in Runze Intelligent Computing Center.
2. Emicon: The company has successfully completed the development of immersion liquid cooling products
In an institutional survey, 300249 said that the company has successfully completed the development of immersion liquid cooling products, and successfully put into operation the first set of NetLiq2002.0 liquid cooling upgraded products in the Middle East. This product adopts an advanced and stable modular container solution, with an overall modular idea, from the server to the cold source for overall design, from power supply, heat dissipation to structural size, to achieve the modular delivery of the liquid cooling system data center, with plug-and-play connection, saving 50% of the installation time compared with the traditional installation. The company's liquid cooling system integrated solution is the first to go overseas, demonstrating Emicon's ability to provide efficient, reliable and environmentally friendly data center solutions on a global scale.
3. Company announcement
Great Wall Motor (601633) achieved operating income of 42.86 billion yuan, a year-on-year increase of 47.6%; The net profit was 3.228 billion yuan, a year-on-year increase of 1752.55%, due to the increase in vehicle sales and the increase in single vehicle revenue.
Lubei Chemical (600727) achieved operating income of 1.538 billion yuan, a year-on-year increase of 39.08%; The net profit was 50.5414 million yuan, a year-on-year increase of 3131.39%, due to the year-on-year increase in the revenue of titanium dioxide product alkane chloride products.
Goertek (002241) achieved operating income of 19.312 billion yuan, a year-on-year decrease of 19.94%; The net profit was 380 million yuan, a year-on-year increase of 257.47%.
Transsion Holdings (688036) achieved operating income of 17.443 billion yuan, a year-on-year increase of 88.1%; The net profit was 1.626 billion yuan, a year-on-year increase of 210.3%, due to the continuous development of emerging markets and the promotion of product upgrades, the overall shipment volume increased.
Yinbang Co., Ltd. (300337) achieved operating income of 1.125 billion yuan in the first quarter, a year-on-year increase of 12.18%; The net profit was 28.94 million yuan, a year-on-year increase of 134.02%.
Linglong Tire (601966) achieved operating income of 5.045 billion yuan, a year-on-year increase of 15.04%; The net profit was 441 million yuan, a year-on-year increase of 106.32%, due to the increase in sales volume, the company's capacity utilization rate increased.
Nine Company (689009) achieved an operating income of 2.562 billion yuan, a year-on-year increase of 54.18%, and a net profit of 136 million yuan, a year-on-year increase of 675.34%, due to a significant increase in sales of electric two-wheelers, robots and all-terrain vehicles.
Zhejiang Rongtai (603119) plans to establish a subsidiary in Mexico through its subsidiary Singapore Rongtai to invest in the construction of an annual output of 500,000 sets of new energy auto parts production project, with an estimated total investment of about 10.88 million US dollars.
Sichuan Meifeng (000731) The controlling shareholder proposed to repurchase shares for 70 million to 100 million yuan for cancellation and reduction of registered capital.
Kelin Electric (603050) Shareholder Shijiazhuang Guotou Group increased its holdings of about 4.5 million shares of the company on April 23 and April 24: the shareholding change ratio reached 1.98%, as of April 24, the number of shares held by Bujiazhuang Guotou Group reached 22.1907 million shares, and the shareholding ratio reached 9.77%.
Tonghua Dongbao (600867) subsidiary Dongbao Zixing recently obtained the clinical trial approval notice issued by the Center for Drug Evaluation of the State Food and Drug Administration for the indication of GLP1/GIP dual-target receptor agonists for weight loss. The drug exerts synergistic functions such as glycemic control, weight loss, and regulation of lipid metabolism to meet the clinical needs of diabetic patients with poor treatment response to a single molecular target or combination preparation.
Recently, Huatie Emergency (603300) and Zhejiang Weihang Intelligent Technology Co., Ltd. officially signed a strategic cooperation agreement, marking the official opening of the in-depth cooperation between the two sides in the field of low-altitude economy and jointly expanding the new development of the field of low-altitude economy. Zhejiang Weihang is a scientific and technological innovation company specializing in the research and development of UAV software and hardware. Huatie Emergency and Zhejiang Weihang will cooperate to carry out drone equipment leasing and flight services to realize the long-term operation mode of new smart cities, airport inspections, automatic fire emergency patrols, emergency rescues, border inspections and other aspects. At the same time, we will focus on promoting the application of 50-200kg load-bearing UAV products, explore the leasing format of innovative products, and apply the products to smart construction sites, urban life, agriculture and forestry applications, etc., to solve the handling problems such as urban communities, old communities, some construction site materials, forest wood, etc., and effectively improve the use efficiency.
Aerospace Electronics (600879) indirect shareholding company Aerospace Feipeng official micro news, on April 24, Aerospace Times Feipeng Co., Ltd.'s FP-98 "Leo" large unmanned aerial vehicle system (take-off weight of 5.25 tons) implemented the first shrimp seedlings across the sea air transport mission, opening up a new application scenario for the field of low-altitude economic feeder logistics. It is reported that Aerospace Times Feipeng Company has reached a preliminary cooperation intention with relevant parties, and plans to use this route as a normal operation to help the construction of Hainan Free Trade Port.
Aerospace Rainbow (002389) said on the interactive platform on April 24 that the company's overall production capacity of UAVs is abundant, and it has been fully deployed in Beijing, Tianjin, and Taizhou, and is currently able to cover the needs of relevant downstream markets.
Chuanhuan Technology (300547) said on the interactive platform on April 24 that the company is developing the fuel pipeline system and ventilation pipeline system used on a low-altitude aircraft with AVIC Xifei, and the products supplied by the company are currently in the flight verification stage of the company, and the next step will be according to the relevant processes of customers.
Yuanlong Yatu (002878) said on the interactive platform on April 24 that it is designing and producing Olympic-themed gifts for some Paris Olympic sponsors and Olympic TOP partners.
Yutong Optics (300790)'s net profit in the first quarter increased by 294% year-on-year.
The net profit of Hanrui Cobalt (300618) in the first quarter increased by more than 70% year-on-year, and the electrocobalt project provided a new profit growth point.
Yuanda Environmental Protection (600292) subsidiary plans to carry out desulfurization, denitrification and dust removal services for Qiaotou Power Plant.
Guangxi Energy (600310) plans to invest 1.418 billion yuan to build an eight-step uplink wind farm project.
STEC (600820) subsidiary jointly won the bid for the 7.193 billion yuan infrastructure construction project.
4. Subscription of new shares
Ole New Materials: subscription code: 787530, issue price: 9.60 yuan / share, issue price-earnings ratio: 41.44 times. The company is mainly engaged in high-performance sputtering targets. Comparable: Huahai Chengke (688535).
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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!