Report of the State Council: Promote the head securities to become stronger and better
The State Council's report on the study and handling of the deliberation opinions of the special report on the management of state-owned assets of financial enterprises and the situation of rectification and accountability shall be submitted to the Ninth Session of the Standing Committee of the 14th National People's Congress for deliberation. The report pointed out that the focus is on building a "national team" in the financial industry. Research and draft an action plan to strengthen the management of state-owned financial capital, promote large state-owned financial enterprises to benchmark with world-class financial enterprises, highlight their main business, do fine and professional, and continuously enhance their competitiveness and international influence. Research and formulate guidance on promoting the high-quality development of the insurance industry, and promote the standardized development of non-bank financial institutions. Promote leading securities companies to become stronger and better, and support the Shanghai and Shenzhen stock exchanges to build world-class exchanges.
US GDP grew by 1.6% in the first quarter, significantly lower than expected
The preliminary annualized rate of US GDP in the first quarter was 1.6%, significantly lower than expected, estimated at 2.5% and 3.4% in the previous month, the preliminary annualized rate of the core PCE price index in the first quarter was 3.7%, estimated at 3.4% and 2.0% in the previous month, and the preliminary seasonally adjusted quarter-on-quarter annualized rate of real personal consumption expenditures in the first quarter was 2.5%, estimated at 3.0% and 3.3% in the previous quarter. The U.S. merchandise trade deficit in March was $91.8 billion, with an estimated deficit of $91 billion and a previous deficit of $90.3 billion, and the number of initial jobless claims in the United States last week was 207,000, compared with an estimate of 215,000 and a previous value of 212,000.
Ministry of Commerce: The hype of overcapacity is unreasonable China firmly opposes it
Ministry of Commerce: Recently, some countries have expressed concern about China's overcapacity, especially in the field of new energy. In this regard, the spokesperson of the Ministry of Commerce said that this kind of hype is unreasonable and China firmly opposes it. For new energy, from a global perspective, it is not overcapacity, but a shortage of capacity. At present, the development of green, low-carbon and environmentally friendly new energy is an important measure for the world to cope with climate change. The demand for new energy products is growing, and the future development potential is huge.
The two ministries and commissions announced the LAT policy for the reform of the rural collective property rights system
The Ministry of Finance and the State Administration of Taxation: Announcement on the Land Appreciation Tax Policy for the Reform of the Rural Collective Property Rights System was issued. Villagers' committees and villagers' groups that, in accordance with the requirements of the reform of the rural collective property rights system, transfer or change the use rights of state-owned land, buildings on the ground and their attachments to the name of rural collective economic organizations, shall not be subject to LAT for the time being.
National Development and Reform Commission: The next step is to put the urbanization of the agricultural transfer population in a more prominent position and release the huge domestic demand potential contained in urbanization
Li Hui, deputy director of the National Development and Reform Commission's Department of Comprehensive National Economy, said in an interview program that the current level of new industrialization and urbanization in some areas of the mainland is still relatively low, and the next step is to put the urbanization of the agricultural transfer population in a more prominent position, speed up the completion of the shortcomings and weaknesses in urban construction, improve the level of new industrialization and urbanization in potential areas, release the huge domestic demand potential contained in urbanization, and improve the quality of life of the people in the process.
The State Administration of Financial Supervision issued the "Guiding Opinions on Promoting the High-quality Development of Green Insurance"
The State Administration of Financial Supervision issued guidance on promoting the high-quality development of green insurance. Among them, it is proposed to help the green and low-carbon development of transportation. Focusing on the development of new energy vehicles, intelligent networked vehicles, rail transit and other fields, it provides insurance protection for R&D, manufacturing, application and other links. Provide suitable insurance protection solutions in the fields of low-altitude economy, multimodal transport, and green distribution. Focusing on the construction of green transportation infrastructure, we provide comprehensive risk assurance solutions for planning, construction, operation and maintenance.
The Ministry of Industry and Information Technology solicits opinions: electric bicycles plan to ban on-board chargers
The Ministry of Industry and Information Technology (MIIT) is soliciting opinions on the No. 1 amendment to the mandatory national standard No. 1 (draft for comments) of the "Safety Technical Requirements for Chargers for Electric Bicycles". In view of the recent emergence of a large number of on-board chargers, which may affect the safety of electric bicycles, it is proposed to ban on-board chargers and improve the content of permanent labeling.
The "Implementation Plan for the Construction of Computing Power Infrastructure in Beijing" was officially issued
The "Implementation Plan for the Construction of Computing Power Infrastructure in Beijing" was officially issued. The goal is that by 2025, the pattern of clustering the supply of intelligent computing resources, independent construction of intelligent computing facilities, enabling and precise intelligent computing capabilities, greening the operation of intelligent computing centers, and systematizing the development of intelligent computing ecology will be basically completed, leading the Beijing-Tianjin-Hebei and Mongolian regions to build a highland of innovation and application of intelligent computing industry with international influence.
The Exchange answered questions from reporters on issues related to price fluctuations of precious metals and some non-ferrous metals
In response to reporters' questions on the price fluctuations of precious metals and some non-ferrous metals, the Shanghai Exchange said that it is necessary to guard against systemic risks caused by large price fluctuations and prevent overheating of transactions.
Passenger Association: New energy retail sales in April are expected to be 720,000 units, a year-on-year increase of 37.1%
In April, the price war in the auto market further intensified, in addition to the new energy companies that officially announced price cuts at the end of March, traditional enterprises also launched various forms of preferential policies, and terminal competition was further intensified. According to the survey results, the terminal discount of the passenger car market in mid-April was -20.7%, slightly higher than the terminal discount in March. The new energy market continued the trend in March, and the penetration rate of new energy remained high in the first three weeks, and the retail sales of new energy vehicles this month are expected to reach about 720,000 units, maintaining the same market size as the previous month, with a penetration rate of 45.0%.
Apple's "first throne" was "snatched" by Glory and Huawei!
According to the latest quarterly mobile phone tracking report released by the International Data Corporation (IDC), in the first quarter of 2024, China's smartphone market shipped about 69.26 million units, a year-on-year increase of 6.5%. According to the report, in the first quarter, Honor and Huawei tied for the first place in China's smartphone market. Apple's shipments fell by 6.6% year-on-year, tied for third place in the domestic market, and lost the first "throne".
Flying cars have become the scenery of the Beijing Auto Show, and new and old forces of car companies are competing for new tracks
The Beijing Auto Show with the theme of "New Era and New Cars" officially opened, and flying cars became the most beautiful scenery. Xpeng Huitian's "Land Aircraft Carrier" split flying car made its debut, and at the same time, the first flight of the CATL condensed matter battery was successfully carried out in the tonnage or above verification aircraft. GAC Group said that it is studying how to better integrate the flight capsule with the car form, and plans to launch a flying car demonstration operation plan by 2027.
"Ning Wang" has another big move: 10 minutes of charging, 600 kilometers of battery life!
At the 2024 Beijing Auto Show, CATL officially released the Shenxing PLUS battery, with an energy density of more than 205Wh/kg, a cruising range of more than 1,000 kilometers, and a range of 600 kilometers after 10 minutes of charging. In addition, the battery also applies technologies such as ultra-high cooling efficiency high-voltage box, AI intelligent polarization model BMS algorithm, etc.
The world's first Nvidia blockbuster product delivery Delivery Person: Jensen Huang Consignee: OpenAI
NVIDIA's first DGX H200 in the world was officially delivered to OpenAI, and Huang personally delivered it. According to the president of OpenAI, this will "advance artificial intelligence, computing, and human development." In November last year, Nvidia officially released H200 at the 2023 Global Supercomputing Conference (SC200). This is NVIDIA's new image processing chip (GPU) in the field of artificial intelligence, which is positioned as another milestone product of NVIDIA in the field of AI computing.
This technology has changed from "optional" to "mandatory", and has become an important subdivision of computing power
High computing power application scenarios are emerging, which requires the heat dissipation efficiency of chips, and liquid cooling products have gradually become a rigid demand for data centers. A senior sales manager of liquid cooling products told reporters, "In 2023, the demand for liquid cooling products in data centers will grow rapidly, and this trend will continue in 2024." ”
The significant increase in the scale of computing power has led to a surge in the demand for AI servers, and a large number of high-power CPU and GPU chips will drive the power consumption of AI servers higher. Southwest Securities pointed out that the current data center cooling technology is mainly air-cooled, considering that the cabinet power exceeds 15kW as the ceiling of air-cooling capacity, and the computing power density of AI clusters in the future will generally exceed 20kW/cabinet, and the demand for upgrading liquid cooling is urgent. Guosheng Securities pointed out that in the Nvidia B100 era, air cooling will gradually approach the limit, and the era of liquid cooling will kick off; Liquid cooling will greatly increase the market space from "optional" to "mandatory", and become an important segment of computing power.
Among the listed companies, Invic (002837) has an end-to-end full-chain layout of liquid cooling and heat dissipation technology by virtue of its own key independent technologies, and has launched Coolinside liquid-cooled cabinets and full-chain liquid cooling solutions for computing equipment and data centers, and related products involve cold sources, pipeline connections, CDU distribution, quick couplings, Manifold, cold plates, etc.
CICC Environment (300145) liquid cooling products have been widely used in important occasions such as Tencent Data Center and Wanguo Data Center, ensuring the normal operation of the data center through the transportation of cooling medium.
Langjin Technology (300594) has liquid cooling technology and liquid cooling products, and has product applications in the fields of thermal management of new energy vehicles, energy storage temperature control systems, and data centers.
Demand is three to five times higher than expected, and the "new giant" is working hard to expand its production capacity
Lei Jun, chairman of Xiaomi Group, said at the 2024 Beijing Auto Show that Xiaomi Auto is making every effort to expand its production capacity. Deliveries of the Pro version are expected to begin at the end of May, with monthly deliveries exceeding 10,000 units in June.
A few days ago, in response to the problem of slow delivery of Xiaomi car SU7, Lei Jun responded during the live broadcast that Xiaomi car SU7 has refreshed a number of records for domestic cars, and the current demand is three to five times higher than expected, and the original plan was that the Pro version will not be delivered until the end of April, and now it has been delivered ahead of schedule. Cinda Securities believes that each model of Xiaomi SU7 has both cost-effective and high-performance configuration to meet the needs of various types of users, and has comparative advantages in intelligence and vehicle ecology, combined with the ramp-up of production capacity, it is expected that the delivery of Xiaomi cars is expected to reach about 100,000 units in 24 years. Xiaomi's car delivery is expected to gradually increase in volume, and related parts suppliers are expected to fully benefit.
Among the listed companies, the products of Yachuang Electronics (301099) are applied to Xiaomi cars through parts manufacturers. In addition, the company's products can be applied to flying cars, and at present, the company's lighting applications in aircraft, such as LED and capacitor products, are now in the sample delivery stage.
Pengling Co., Ltd. (300375) is mainly engaged in the design, research and development, production and sales of automotive fluid pipelines and automotive sealing components, mainly involving BYD Automobile, Changan Automobile, Chery Automobile, FAW Group, Geely Automobile, Great Wall Motor, Celis, Weilai Automobile, Li Auto, Xiaopeng Motors, Leapmotor and other independent brand OEMs A variety of new energy models, Xiaomi Automobile is one of the company's important customers.
Kaizhong shares (603037) previously said that the company's vibration damping products have synchronous development business with Xiaomi Automobile, and the company's investment in the field of online control brake products of Jiongyi Electronics (Suzhou) Co., Ltd. has synchronous development business with Xiaomi Automobile.
Shipments in the first quarter increased by more than 80% year-on-year, and the segmented products are in the stage of rapid growth and penetration from 1-N
According to the latest quarterly mobile phone tracking report from the International Data Corporation (IDC), in the first quarter of 2024, China's smartphone market shipped about 69.26 million units, a year-on-year increase of 6.5%. In the first quarter of 2024, China's folding screen mobile phone market continued its rapid growth trend, with shipments reaching 1.86 million units, a year-on-year increase of 83%.
In the context of global smartphone stock competition, the focus of mobile phone hardware innovation is shifting from optical cameras to folding screens. At present, the global folding screen mobile phone is in the stage of rapid growth and penetration from 1-N. According to Counterpoint's forecast, global folding screen mobile phone shipments will increase from 13.1 million units in 2022 to 100 million units in 2027, with a CAGR of 50.2%, and the penetration rate in the high-end market is expected to reach 39% in 27 years. Shanghai Securities analysis pointed out that 2024 is expected to be the first year of folding screen mobile phones. Driven by continuous innovation in form, AI applications, and active release of models, the growth rate of the folding screen market is expected to continue in 2024.
Among the listed companies, Changying Precision (300115) has provided folding screen mobile phone structural parts to OPPO and vivo.
Pengding Holdings (002938) has a high-quality and diverse PCB product line, has a strong strength to provide a full range of PCB products and services for different customers, and has created a comprehensive one-stop service platform for PCB products. The company's products are suitable for folding machines, and have been supplied to domestic folding machine customers.
微软推出轻量级模型Phi-3，性能堪比GPT-3.5 Turbo
According to media reports, on April 23, Microsoft open-sourced the small language model (SLM) - Phi-3-mini on its official website. This is the first model launched in the Microsoft Phi-3 family of models. As the fourth generation of Microsoft's Phi series, Phi-3-mini surpasses many models with tens of billions of parameters in language, reasoning, coding, and math benchmarks with a huge training data volume of 3.8 billion parameters and 3.3T tokens. According to Microsoft's official website, the Phi-3 model is currently the most powerful and cost-effective small language model (SLM), and it has demonstrated the ability to outperform models of the same size or even larger in multiple languages, reasoning, coding, and math benchmarks. Outperforms Meta's Llama 3 8B in multiple benchmarks, and the Phi-3-small and Phi-3-medium versions even surpass GPT-3.5 Turbo. What's even more remarkable is that the Phi-3-mini takes up very little memory and can generate 12 tokens per second on the A16 Bionic chip on the iPhone 14, which means that the model can run directly on the phone without an internet connection.
Kaiyuan Securities said that the capabilities of AI multimodal models at home and abroad 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, and the competition of multimodal models may promote the increase in demand for image, video, and audio corpus at the training end;
In terms of the company, InsightGPT, a multi-modal vertical model developed by Insai Group (300781), has video understanding capabilities. The company has developed and realized the "explosive video" function, and the relevant solutions will be delivered to a well-known customer in the 3C digital field in the near future, and is expanding into the fields of automobiles and beauty.
Based on the data analysis model library and scheme knowledge base of more than 6,000 projects and different business scenarios in the past 30 years, the macro and micro integrated transportation industry model of Shenzhen Urban Communications (301091) has built a multi-modal general large model, and integrated the self-developed macro modeling software TransPlan for discrete individual activity chains and the medium and micro traffic simulation software TransSim for real-time online deduction of large-scale networks to build an integrated transportation industry model and empower full-scenario business applications.
The demand for AI is booming, and SK hynix plans to invest more than 100 billion yuan to expand production capacity
According to media reports, SK hynix announced plans to expand the production capacity of next-generation DRAM, including HBM, to meet the rapidly growing demand for AI. The company will invest approximately 5.3 trillion won (approximately 27.984 billion yuan) to build an M15X wafer fab as a new DRAM production base. The company plans to start construction at the end of April, with the aim of completing construction and mass production as soon as possible in November 2025. With the gradual increase in capital investment, the total investment in the construction of the new production base will exceed 20 trillion won (about 105.6 billion yuan) in the long term.
Yongxing Securities believes that under the catalysis of demand led by servers, the price of original SSDs and memory may continue to rise in the second quarter, and mobile phones and PCs in a tug-of-war are also difficult to resist further increases on the supply side. As downstream demand may continue to improve, the price of memory chips is expected to continue to rise, and the related industrial chain is expected to continue to benefit.
As a leading memory module manufacturer in China, Longsys (301308) owns the industry storage brand FORESEE and the international high-end consumer storage brand Lexar, and its related products are widely used in consumer electronics, industrial control, automotive electronics and other fields. In 2022, the company's eMMC & UFS market share ranked sixth in the world, Lexar brand memory cards/flash drives ranked second and third in the global market in 2021, and SSD modules ranked third in the global private label channel market shipments in 2022.
Demingli (001309) is a leading storage module, with self-developed main control chip + firmware solution to build a core technology platform, the company has established a complete flash storage product matrix, including mobile storage, solid state drive, embedded storage three product lines. Through years of operation and resource accumulation in the storage field, the company has formed a stable NAND Flash procurement channel, and has established long-term strategic cooperative relations with major distributors of storage OEMs such as SK Hynix, SanDisk and Intel.
The Forum on Innovation, Development and Application of Brain-Computer Interface will be held on April 26
At the 2024 Zhongguancun Forum, the Brain-Computer Interface Innovation Development and Application Forum hosted by the Ministry of Industry and Information Technology and the Beijing Municipal People's Government will be held on April 26. The forum will focus on the latest progress of brain-computer interface, with the goal of promoting the vigorous development of the industry, from the implantable and non-implantable paths, focusing on clinical trials and industry applications, exploring the infinite possibilities of brain-computer interfaces, and sharing scenario applications in medical, consumer, industrial, education and other fields. According to the agenda, leaders of the Ministry of Industry and Information Technology and the Beijing Municipal People's Government will deliver speeches. At the same time, a number of achievements will be released, such as the "Chinese Expert Consensus on the Implementation and Management of Clinical Research on Brain-Computer Interface for Nervous System Diseases".
According to McKinsey's estimates, the global potential market for BCI medical applications is expected to reach $40 billion from 2030 to 2040. The pharmaceutical and biological team of Zheshang Securities believes that with the continuous maturity of brain-computer interface technology, its application scenarios are rapidly opening. Among them, rehabilitation medicine has become one of the first scenarios for the implementation of brain-computer interfaces, which happen to fill the position and are being rapidly applied in the rehabilitation of related diseases.
Among the listed companies, Longzhijie, a subsidiary of Chengyitong (300430), has accumulated a wealth of technologies and product models in the field of brain science, including the establishment of a joint laboratory for intelligent rehabilitation with well-known universities, the development of transcranial magnetic navigation systems and brain magnetic stimulation therapy instruments and other products, and multi-center research with many universities.
Siangyu Medical (688626) lower limb feedback rehabilitation training system is applied to the research of "brain control" and "brain-computer interface" in colleges and universities, by capturing the movement intention of paralyzed patients, combining motor ideas with machines, stimulating nerve remodeling, and helping paralyzed patients to stand again.
Penghuitian flying car opened pre-sale in the fourth quarter of this year, and the trillion-level market of low-altitude economy is poised to go
According to media reports, on April 25, at the 2024 Beijing Auto Show, it was learned from the Xpeng Motors booth that the Xpeng Huitian "Land Aircraft Carrier" split flying car will open for pre-sale in the fourth quarter of 2024, and the new brand MONA will be officially launched in June.
Xpeng Huitian currently has two flying cars, one is a split flying car and the other is a land-air integrated flying car. In addition to Xpeng Huitian, EHang, GAC, Geely Automobile's Wofei Changkong and other companies are accelerating the layout of flying cars. This year's government work report proposes to "actively build new growth engines such as biomanufacturing, commercial aerospace, and low-altitude economy", which is the first time that "low-altitude economy" has been written into the government work report, and this year is expected to become the first year of low-altitude economic development. According to the forecast in the "National Three-dimensional Transportation Network Planning Outline", the industrial scale of the national low-altitude economy will reach more than 6 trillion yuan in 2035. At present, Anhui, Guangdong, Jiangsu and other places have introduced relevant policies to support the development of low-altitude economy, focusing on practical application scenarios (logistics, fire protection, etc.) and airspace management to accelerate the landing, multi-field commercial operation prospects are clear, corresponding to industry-level UAVs, eVTOL and other models will usher in volume one after another.
Koyo Co., Ltd. (002708) and Xpeng flying car project have been fixed, and the A-sample delivery has been completed.
The project of Xingyuan Zhuo Magnesium (301398) and Xiaopeng flying car is in the early stage of technical demonstration, the company's magnesium alloy products are expanding to large pieces, and downstream trams and flying cars have successively opened up market space.
Scientists have succeeded in synthesizing diamonds at standard atmospheric pressure, hoping to open up a vast space in the field of quantum computing and semiconductors
According to reports, the materials science team from the Korea Institute of Basic Science recently published an article in the journal Nature, announcing the successful realization of diamond synthesis at standard atmospheric pressure and 1025 °C. It is reported that the experimental team successfully formed diamond without the use of high pressure and crystal seeding by exposing a mixture of liquid gallium, iron, nickel and silicon to a methane-hydrogen mixture atmosphere and heating it to 1,025°C through a reaction device. This preparation method is expected to open up a lower cost path for the production of diamond films.
Diamond is not only a gemstone, but also an excellent semiconductor material, with an ultra-wide bandgap gap, which is more suitable for high-temperature, high-radiation, and high-voltage environments than commercially available materials such as silicon. Under the conventional route, synthetic diamond requires a high-temperature, high-pressure environment and expensive manufacturing equipment costs. If the latest scientific research results of atmospheric pressure synthesis technology can be successfully promoted to a larger scale, it will open up a more economical and easier way to prepare diamond thin films, which is expected to provide a strong boost for the development of quantum computers and power semiconductors.
Among the A-shares, Power Diamond (301071), Sifangda (300179) and other companies have layouts in the fields of lab-grown diamonds and semiconductors. Jingsheng Electromechanical (300316), Mancaron (300945), etc.
New technological breakthroughs to fill the gap of high-performance invasive brain-computer interfaces
It is reported that a small film with soft filaments is implanted in the skull, and the monkey with his hands tied can control the robotic arm and grasp the "strawberry" with only his "mind". This is the scene of the 2024 Zhongguancun Forum on April 25. The "Beibrain No. 2", independently developed by mainland scientists, fills the gap of high-performance invasive brain-computer interface technology in China, and realizes the dexterous brain control of two-dimensional motion cursors by macaques for the first time in the world.
Brain-computer interface, the "information highway" for the brain to communicate with external devices, is the cutting-edge technology of a new generation of human-computer interaction and human-computer hybrid intelligence. In January 2024, seven departments including the Ministry of Industry and Information Technology issued the "Implementation Opinions on Promoting the Innovation and Development of Future Industries", making breakthroughs in key technologies and core devices such as brain-computer fusion, brain-like chips, and brain computing neural models, developing a batch of easy-to-use and safe brain-computer interface products, and encouraging the exploration of applications in typical fields such as medical rehabilitation, unmanned driving, and virtual reality. According to a McKinsey report, the global market size of brain-computer interfaces from 2030 to 2040 is likely to be between $70 billion and $200 billion per year.
A-share related concept stocks mainly include Xiangyu Medical (688626), Sanbo Brain (301293) and so on.
The trade-in of consumer goods continued to be carried out, and the sales of household appliances increased significantly
On April 25, the spokesperson of the Ministry of Commerce said that the promotion of consumer goods trade-in is the focus of the current work to promote consumption, and guide all localities to combine brand activities, key exhibitions, industrial clusters and leading enterprises and other advantageous resources to carry out a series of activities of "National Consumer Goods with 1 Day for New Action and Local Station". The Ministry of Commerce has successively supported Hainan, Ningxia, Shandong, Guangdong and other places to launch local station activities. Jilin, Shanghai, Guangxi, Jiangxi and other local station activities will be launched around the "May Day".
Guotai Junan Research Institute pointed out that since the beginning of 2024, the overall growth of home wire sales has been good, and the sales of major electrical appliances such as air conditioners, refrigerators, and color TVs have increased by 33%, 19%, and 25% year-on-year respectively. After the introduction of the last round of nationwide stimulus policies, the main sales of household appliances have entered a general replacement cycle, and the implementation of national policies is expected to form a joint force to better drive the willingness of the vast market (rural areas and third- and fourth-tier cities) to renew. Leading enterprises with multi-category and multi-brand layout are more likely to gain market share.
Midea Group (000333) is a leading white goods enterprise in China;
Dechang shares (605555) latest announcement, the first quarter operating income increased by 46.14% year-on-year, net profit increased by 102.33% year-on-year, mainly due to the increase in sales revenue of vacuum cleaners, small household appliances and EPS motors.
Beijing's promotion of computing infrastructure construction will achieve full-stack autonomy and controllability
On April 25, the Beijing Municipal Bureau of Economy and Information Technology and the Beijing Municipal Communications Administration jointly issued the "Implementation Plan for the Construction of Computing Power Infrastructure in Beijing (2024-2027)". Among them, it is proposed to focus on the construction of a number of single large clusters of intelligent computing, and the scale of intelligent computing supply in the city will reach 45EFLOPS by 2025; By 2027, the full-stack independent and controllable software and hardware products of intelligent computing infrastructure will be realized, and the construction capacity of 100% independent and controllable intelligent computing center will be realized.
Galaxy Securities Research Institute believes that the mainland has proposed to build digital infrastructure and AI+ development in advance, and with the "artificial intelligence +" action, it may become an important step for AI to empower thousands of industries in the future. The construction of the intelligent computing center of the computing power industry chain will maintain a high degree of prosperity and drive the rapid increase in the market scale of the optical module industry chain. The IDC industry chain, optical communication industry chain, and temperature control industry chain will become the key directions of future infrastructure construction.
Alpha Data (300738) plans to build a heterogeneous computing platform in 2024 to meet the needs of various types of customers for high computing power such as AIGC cloud computing;
Invic (002837) The liquid-cooling-related revenue from data center equipment rooms and computing power equipment was about 4 times that of the previous year.
Promote the green development of rural areas Six departments deploy and carry out green building materials to the countryside
Recently, the Ministry of Industry and Information Technology, the Ministry of Housing and Urban-Rural Development, the Ministry of Agriculture and Rural Affairs, the Ministry of Commerce, the State Administration for Market Regulation, and the National Rural Revitalization Administration jointly issued a notice to fully deploy and carry out green building materials to the countryside activities to further promote the green development of rural areas and accelerate the promotion and application of energy-saving, low-carbon, safe and cost-effective green building materials in rural areas. The event aims to promote the active participation of green building materials production enterprises, e-commerce platforms, stores and shopping malls through the combination of government guidance and market leadership, provide more green, environmentally friendly and efficient building materials products for rural areas, and help the revitalization of rural industries and the improvement of the ecological environment.
The development of green building materials to the countryside is not only conducive to promoting the achievement of the "double carbon" goal, reducing carbon emissions in rural areas, and promoting the construction of ecological civilization, but also conducive to building a new development pattern of "dual circulation", stimulating the potential of rural consumption, promoting the upgrading of rural industries, and improving the supply quality and demand level of the domestic market. At the same time, through the promotion of green building materials, it can also improve the quality and safety of rural buildings, improve the living conditions of rural residents, and help the construction of Hemei Village.
A-share related concept stocks mainly include Beijing New Building Materials (000786), Conch Profiles (000619), etc.
Significant investment
Changyang Technology: It is planned to invest in a colorless transparent polyimide film project with an annual output of 1 million square meters
Changyang Technology (688299) announced that the company plans to invest 302 million yuan through its wholly-owned subsidiary, Zhejiang Changyang, to build a "colorless transparent polyimide film project with an annual output of 1 million square meters". The construction period of the project is 24 months. The project produces colorless transparent polyimide film (CPI film), which is mainly used in flexible display structural components such as screen covers, and the project construction is conducive to the company's expansion of business scale and optimization of product structure.
Junzheng Group: The subsidiary does not invest more than 3.2 billion yuan in the construction of chemical ships
Junzheng Group (601216) announced on the evening of April 25 that in order to optimize the fleet structure and expand the fleet scale, SC International FZE, a wholly-owned overseas subsidiary of the company, signed a contract for the construction of five 25.9K deadweight chemical ships with China Merchants Jinling Dingheng Shipbuilding (Yangzhou) Co., Ltd., and reserved the order option of no more than 5 ships of the same type, and the ship order option is determined by the company according to the actual situation. The total price of all the above-mentioned chemical vessels does not exceed 3.2 billion yuan including tax. From the date of signing the shipbuilding contract, the construction of ships will be completed and delivered within 2-4 years.
Desay SV: Deepening cooperation with Long-term Intelligence to jointly promote the application of the on-board central computing platform
According to Desay SV, on April 24, Desay SV signed a cooperation agreement with Changxian Intelligence, which will focus on the advantages of their respective technical resources based on a new generation of high-computing power central computing platform chips, jointly build an industry-leading in-vehicle central computing platform, and accelerate the mass production of automotive central integrated architecture and related components.
Significant winning bids
Lihu Co., Ltd.: The subsidiary won the bid for Jiaxing's "Inland River 64TEU Hydrogen Fuel Cell Powered Container Ship" project
According to Lihu Co., Ltd., recently, Lihu Qingneng Shipbuilding (Jiaxing) Co., Ltd., a new wholly-owned subsidiary of Haida Qingneng Shipbuilding (Dalian) Co., Ltd., a holding subsidiary of Lihu Co., Ltd., and its partner Zhejiang Hedong Shipbuilding Technology Co., Ltd. jointly won the bid for Jiaxing's "Inland River 64TEU Hydrogen Fuel Cell Powered Container Ship" project. Haida Qingneng will provide ship design and hydrogen powertrain products for the project. Haida Qingneng is committed to promoting the application of hydrogen energy in ships, and has completed a large number of technology research and development and technical reserves in the field of hydrogen energy ships. The project will fill the gap of inland hydrogen fuel cell powered container ship types, and provide technical reserves and support for the subsequent promotion and application of hydrogen fuel cell power systems in inland river transport ship types.
Tuori New Energy: Won the bid for the centralized procurement project of photovoltaic modules of China Construction Science and Industry
Tuori New Energy (002218) announced on the evening of April 25 that the company was confirmed as one of the three winning bidders of the "2024-2025 Photovoltaic Module Centralized Procurement Project of China Construction Science and Industry Group Green Technology Co., Ltd.", with an estimated total purchase capacity of 1GW.
Shareholder buybacks
Shanghai Jianke: plans to repurchase the company's shares for 70 million yuan to 120 million yuan
Shanghai Jianke (603153) announced that it intends to repurchase shares in a centralized bidding transaction, and the repurchased shares will be used to implement employee stock ownership plans or equity incentives. Total amount of funds to be repurchased: The total amount of funds to be repurchased shall not be less than RMB 70 million and not more than RMB 120 million. Repurchase period: within 12 months from the date of approval of the share repurchase plan by the board of directors of the company. Repurchase price: The price of the repurchased shares is not more than 23 yuan per share.
Important Announcements
Kelin Electric: Shijiazhuang SDIC Group holds 10% of the company's shares
Kelin Electric (603050) announced that the company received a notification letter issued by Shijiazhuang Guotou Group, informing it to increase its shareholding in the company by 10% through the bidding trading system of the Shanghai Stock Exchange. On April 25, 2024, Shijiazhuang SDIC Group increased its holdings of 518,800 shares of the company through the bidding trading system of the Shanghai Stock Exchange, with an increase ratio of 0.23%.
Polyfluoride: It is planned to acquire 80% of the equity of Ningxia Tianlin
Polyfluoride (002407) announced that the company intends to acquire 80% of the equity of Ningxia Tianlin New Material Technology Co., Ltd. (hereinafter referred to as "Ningxia Tianlin") held by Nantong Tianze Chemical Co., Ltd. for 300 million yuan. After the completion of the transaction, the company will hold 80% of the equity of Ningxia Tianlin, and Ningxia Tianlin will become the company's holding subsidiary, which will help the company enter the field of organic fluorine, cultivate new profit growth points, and extend the fluorine-based new material industry chain.
Power Investment Energy: It plans to terminate two residential photovoltaic projects
Power Investment Energy (002128) announced that in order to ensure the best economic benefit value of the project, the company intends to terminate the household photovoltaic project of Tongliao Tongdian New Energy Co., Ltd. and the 100MW household photovoltaic project of Shandong Narentai New Energy Co., Ltd. In addition, it is planned to invest in the construction of the first phase of the 75MW/150MWh shared energy storage power station of Abaga Banner 150MW/300MWh by Abaga Banner Power Investment New Energy Co., Ltd., and increase the company's registered capital from 5 million yuan to 60.2 million yuan.
Guanghui Energy: "Green Electricity Hydrogen Production and Hydrogen Energy Integration Demonstration Project" was put into trial operation
Guanghui Energy (600256) announced on the evening of April 25 that under the background of the encouragement and promotion of the national dual carbon policy and the intensive introduction of hydrogen-related policies, the company invested in the construction of the "Green Power Hydrogen Production and Hydrogen Energy Integration Demonstration Project" (referred to as the "Hydrogen Energy Demonstration Project"). On March 16, 2024, the hydrogen analysis purity of the hydrogen refueling station of the hydrogen energy demonstration project reached 99.998%, reaching the standard of hydrogen fuel for vehicles. On April 20, 2024, the hydrogen energy demonstration project's water electrolysis hydrogen production unit was successfully started up at one time, producing qualified hydrogen with a hydrogen purity of 99.992%. So far, the unit has been operating stably and the hydrogen production has reached the design standard. So far, the company's hydrogen energy demonstration project has fully entered the stage of trial production and operation, and the whole line of hydrogen production by water electrolysis + industrial by-product hydrogen + hydrogen storage + hydrogen refueling + hydrogen transportation + hydrogen use has been completed.
Guolian Securities: Planning to acquire the control shares of Minsheng Securities will be suspended from tomorrow
Guolian Securities (601456) announced on the evening of April 24 that the company is planning to acquire the control of Minsheng Securities Co., Ltd. (hereinafter referred to as "Minsheng Securities") and raise matching funds by issuing A shares. The transaction is still in the planning stage and is expected to constitute a major asset restructuring. After application, the company's shares will be suspended from the opening of the market on April 26, and it is expected that the suspension will not exceed 10 trading days.
Guao Technology: Chen Chongjun, the actual controller of the company, was criminally detained
Guao Technology (300551) announced on the evening of April 25 that it received the "Detention Notice" issued by the Qingdao Municipal Public Security Bureau provided by the family of the actual controller Chen Chongjun, and learned that Chen Chongjun was criminally detained by the Qingdao Municipal Public Security Bureau on suspicion of manipulating the securities market. At present, the company's business situation is normal. Chen Chongjun does not serve as a director, supervisor or senior management of the Company. Chen Chongjun's detention will not have a significant impact on the company's daily operations and will not affect the disclosure of the company's 2023 annual report.