The two departments issued the key points of work in the digital economy in 2024
The two departments issued the "Key Points of Work in the Digital Economy in 2024". Among them, it is proposed to appropriately advance the layout of digital infrastructure, further promote the construction of information and communication networks, accelerate the construction of a national integrated computing network, and comprehensively develop data infrastructure.
Will China allow Tesla to operate on full self-driving?
Regarding the question of whether China will allow Tesla's Full Self-Driving (FSD) technology to operate in China after Musk's visit to China, Foreign Ministry spokesman Lin Jian said that China is committed to high-quality development, firmly pursues an open strategy of win-win cooperation, actively promotes foreign investment, and attaches great importance to the relevant demands of foreign-funded enterprises. We welcome foreign-funded enterprises to continue to deepen cooperation with China and share the fruits of China's economic development, and hope that foreign-funded enterprises will abide by China's laws and regulations and fulfill their security commitments.
The Ministry of Commerce responded to Japan's plan to tighten export controls in fields such as semiconductors
The Japanese government intends to implement export controls on related items in fields such as semiconductors. In this regard, the spokesperson of the Ministry of Commerce said that China is seriously concerned about this. China urges the Japanese side to proceed from the overall interests of bilateral economic and trade relations, promptly correct its wrong practices, and jointly safeguard the stability of global industrial and supply chains, and China will take necessary measures to resolutely safeguard the legitimate rights and interests of enterprises.
The Customs Tariff Commission of the State Council announced the 14th extension of the exclusion list of goods subject to additional tariffs on the United States
The Customs Tariff Commission of the State Council announced the 14th Extension of the Exclusion List of Commodities Subject to Additional Tariffs to the United States, and extended the exclusion period for the relevant commodities in the Announcement of the Customs Tariff Commission of the State Council on the Twelfth Extension of the Exclusion List of Commodities Subject to Additional Tariffs to the United States (Tariff Commission Announcement [2023] No. 7), and from May 1, 2024 to November 30, 2024, the tariffs imposed by China to counter the US Section 301 measures will continue to be extended.
Ministry of Industry and Information Technology: The management measures for the comprehensive utilization of power batteries for new energy vehicles are being researched, demonstrated, and drafted
The Ministry of Industry and Information Technology (MIIT) announced a work plan for the formulation of regulations in 2024. Among them, 5 projects were submitted to the ministerial meeting for deliberation during the year, and 9 projects were drafted by research, demonstration and drafting, including the management measures for the comprehensive utilization of power batteries for new energy vehicles.
Oil prices have been lowered! Adding a tank of No. 92 gasoline will cost 2.5 yuan less
Since 24 o'clock on April 29, domestic gasoline and diesel prices have been reduced by 70 yuan/ton. Equivalent to the price increase, No. 95 gasoline and No. 0 diesel were both reduced by 0.06 yuan, and No. 92 gasoline was reduced by 0.05 yuan. Based on the calculation of a small private car with a fuel tank capacity of 50L, after this price adjustment, it will cost about 3 yuan less to fill up a tank of fuel.
Guangzhou: Support the trade-in of old cars and optimize the restrictions on the licensing indicators of fuel vehicles
Guangzhou has promoted the introduction of large-scale equipment renewal and the implementation plan for the trade-in of consumer goods. The plan is divided into six parts and 24 contents, making it clear that Guangzhou will implement four major actions: large-scale equipment renewal, trade-in of consumer goods, waste recycling and recycling, and standard improvement, so as to promote industrial upgrading, release investment and consumption potential, and accelerate the development of new quality productivity.
Shenzhen may optimize the purchase restriction policy in the near future? The Shenzhen Municipal Bureau of Housing and Urban-Rural Development responded
There are market rumors that Shenzhen may make optimization adjustments to the purchase restriction policy at an appropriate time. In this regard, the Shenzhen Municipal Housing and Construction Bureau responded that Shenzhen will make good use of the policy toolbox according to the actual situation of the real estate market, under the leadership of the Shenzhen Municipal Party Committee and the Municipal Government, to better meet the needs of residents for rigid and improved housing, and promote the steady and healthy development of the city's real estate market.
The latest statement from the China Securities Regulatory Commission (CSRC) is that we cannot use ESG "clothing" to over-package
The relevant person in charge of the Listing Department of the China Securities Regulatory Commission said when participating in the parallel forum of the Zhongguancun Forum "ESG Helps the Construction of a Beautiful China" that the China Securities Regulatory Commission will continue to evaluate the adaptability of the "Guidelines for Sustainability Reporting of Listed Companies", further improve the rules in light of the actual situation, and study and promote more companies to disclose their sustainability reports. At the same time, listed companies cannot mislead investors by providing inaccurate information through the "coat" of ESG, and the CSRC will continue to improve its regulatory capabilities and continue to strengthen supervision.
Nearly 30 shares are up and down, and this sector is "crazy"!
On April 29, nearly 30 shares of real estate stocks such as China Fortune, Vanke A, and Xincheng Real Estate rose to the limit. Following the introduction of policies such as "non-Nanjing household registration personnel who have a legal and stable residence in the city and actually live in the city can directly apply for settlement", Chengdu has also relaxed purchase restrictions. Market rumors that real estate-related policies will be further adjusted, and destocking has become one of the core concerns of the policy. Market participants said that there are more views on the further easing of policies in the near future, and the market has further strengthened the judgment of easing, and the judgment of the real estate market outlook is more positive.
Musk met with Zeng Yuqun of CATL
Zeng Yuqun, chairman of CATL, visited Musk's hotel in Beijing. Industry insiders believe that Musk's meeting with Zeng Yuqun this time may seek more help from 4680 batteries and cheaper power battery supply. The two are also likely to discuss the supply of energy storage cells for the Shanghai energy storage gigafactory, the future joint construction of battery factories in North America, and the supply of power batteries.
Tesla's China version of FSD is in partnership with Baidu, which did not comment
According to sources, Tesla will deploy its FSD (Full-Self Driving) self-driving service for the Chinese market based on lane-level navigation and maps provided by Baidu. Baidu is one of the suppliers in China with key modules for autonomous driving functions, and in 2020, Tesla's map data service provider in China was changed to Baidu Maps. At the recent Beijing Auto Show, Shang Guobin, vice president of Baidu, announced a close cooperation with Tesla, according to him, Baidu Maps' real lane-level navigation function will be the world premiere on Tesla models.
The yen fell to a 34-year low against the dollar
On April 29, the yen briefly fell below 160 yen to 1 dollar against the dollar, once again refreshing a 34-year low. Then, within half an hour, the yen suddenly soared by more than 400 points, an increase of 2%, and recovered to the level of about 155 yen per dollar. There are reports of Japanese financial authorities intervening in the foreign exchange market.
Hangzhou: Implement the trade-in action for consumer goods By 2027, a total of 80,000 cars will be traded-in in the city
Recently, the Hangzhou Municipal People's Government issued the "Notice on Several Measures to Promote Large-scale Equipment Renewal and Consumer Goods Trade-in in Hangzhou", which mentions that by 2027, the city's total number of cars will be traded-in for 80,000 vehicles, and the annual sales of new energy vehicles will be 300,000, with a penetration rate of more than 50%, and the annual sales volume of household appliances will increase by 20% compared with 2023.
Lv Yueguang, academician of the Chinese Academy of Engineering: The scale of the domestic industrial-grade UAV market exceeded 150 billion yuan this year
Lv Yueguang, an academician of the Chinese Academy of Engineering, said that in recent years, the mainland UAV industry has been in the forefront of the world in terms of market size, R&D and manufacturing capabilities, application breadth and depth, and the compound annual growth rate of the UAV industry is about 15%. It is estimated that this year, the scale of the domestic industrial-grade UAV market will exceed 150 billion yuan.
The price of chocolate has skyrocketed by about 2 times, and some bakeries are ready to use up their inventory and remove their products from the shelves
Chocolate prices are rising, and the first to be affected is the bakery industry, which uses a lot of chocolate. On social platforms, some practitioners in the bakery industry complained about the outrageous price increase of chocolate, and some called on peers to stock up quickly.
In the first four months of this year, the number of IPOs increased to 128, an increase of 34 year-on-year
According to the information on the listing services of enterprises on the Shanghai Stock Exchange, there are no new reporting enterprises in the three Shanghai and Shenzhen North exchanges in this period (April 20 to April 28), and there are still 2 new reporting enterprises in the three Shanghai and Shenzhen North exchanges this year, and all of them are Beijing Stock Exchange; there are 560 enterprises under review in various sectors, a decrease of 12 from last week's statistics; 128 enterprises have announced the termination of review, an increase of 8 from last week's statistics, an increase of 34 year-on-year; since the beginning of this year, there are 35 listed companies with a total financing of 26.324 billion yuan.
The world's first pure electric humanoid robot "Tiangong" was released
According to media reports, the Beijing Humanoid Robot Innovation Center recently released the world's first full-scale humanoid robot "Tiangong" with pure electric drive anthropomorphic running in the Beijing Economic and Technological Development Zone, which can run stably at a speed of 6 km/h. This is also its self-developed universal humanoid robot mother platform, which can be opened to industry use. Equipped with multiple visual perception sensors, equipped with a computing power of 550 trillion operations per second, a high-precision inertial measurement unit (IMU) and 3D vision sensors, and has solved the basic motion control problem, the robot is the best platform for the application and research of embodied intelligent scenes. In addition, the "Tiangong" is equipped with a high-precision six-dimensional force transducer to provide precise force feedback.
Huaan Securities said that Tesla, Nvidia and other leading companies released good information, Tesla said at the Q1 performance meeting that optimus will enter the factory at the end of 24 for limited activities, and is expected to be sold by the end of 2025, Nvidia Huang Jenxun said that the future humanoid robot manufacturing cost is much lower than expected, and the price may be between $1-20,000. The performance period is gradually coming to an end, and the AI leaders such as Tesla, Nvidia, and Google in the United States have performed well, driving the recovery of the A-share AI sector, and the robot sector has also rebounded.
In terms of the company, Mingzhi Electric (603728), as a scarce coreless motor supplier in China, actively lays out the dexterous hand joint module of humanoid robots.
Fengli intelligent (301368) production of precision reducer products can be applied to humanoid robots, the company's harmonic reducer production line reached in the second half of last year, the conventional model has been fully developed, and is currently entering small batch production, has cooperated with humanoid robots, collaborative and industrial robots and other customers.
This kind of chip is an important carrier to realize the offloading of computing power, and the industry is expected to usher in a golden period of development
China Mobile officially released the Dayun Panshi DPU at its 2024 Computing Network Conference, the chip has a bandwidth of 400Gbps, doubling the maximum transmission rate of domestic DPU chips, and the product will be widely used in the construction of China Mobile's data centers in the future, covering general computing, intelligent computing and other business scenarios.
The DPU (Data Processing Unit) is considered to be the "third main chip" after the CPU and GPU. As one of the innovative technologies of computing power network, computing power offloading is a key technology for building a high-performance and highly reliable cloud-based platform in the fields of virtualization, data security, and operation and maintenance management. On the one hand, DPU is an important carrier to realize the offloading of computing power, and on the other hand, it is also the primary form of computing and network integration. Thanks to the gradual maturity of the smart NIC solution, the steady growth of global general-purpose server shipments, the technical implementation of L3 and above intelligent driving vehicles, and the increase in demand in the field of industrial control, the global and domestic DPU industries are expected to achieve rapid development. Minsheng Securities pointed out that under the general trend of AI technology development such as ChatGPT, the demand for computing power is prominent, DPU is expected to usher in a golden period of development, the global and domestic DPU industry market size is growing year by year, and core enterprises are expected to benefit from the development trend of the industry.
Among the listed companies, ZTE (000063) launched a series of powerful network card products based on self-developed Dinghai chips at the ZTE 2024 Cloud Network Ecology Summit held on April 11, including standard network cards, smart network cards, and DPU cards.
The new business of Hangjin Technology (000818) in the field of intelligent computing infrastructure mainly adopts the mainstream NVIDIA products in the global market, including its latest generation of GPUs, Mellanox Infini-band network equipment, BlueField-3 DPU network cards, NVAIE platform and software services for the domestic market.
The latest product T7 of Chelsio, in which Sinochem Geotechnical (002542) is a shareholder, is a DPU chip (Data processing Unit) based on ARM architecture, which can be used in AI High Performance Computing servers, providing 100Gb/200Gb/400Gb high-speed interconnection between servers, mainly used in machine learning training, high-performance storage, Cloud computing data centers.
The disruption of the operation of the main mine of the world's largest producer could reduce global supply by more than 10% in 2024
Australian mining company South32 disclosed in its first quarter 2024 report that due to the impact of Tropical Cyclone Megan on March 16-17, the company's critical infrastructure on Groot Island was severely damaged, and the company's GEMCO manganese mine operations were forced to be disrupted, and the company expects terminal operations and manganese ore export operations to resume in the first quarter of 2025.
The top three countries in the world in terms of manganese ore supply are South Africa, Gabon and Australia, accounting for 36%, 23% and 17% of the total production, respectively, and China accounting for 5%. Although the mainland manganese ore reserves account for the top three in the world, the grade is low, the ore body depth is deep, and the mining cost is high. Therefore, the mainland imports a large number of medium and high-grade manganese ores overseas, and the dependence of manganese resources on foreign countries has reached 90%. CITIC Securities research pointed out that affected by supply disruptions, the price of domestic imported manganese ore has risen sharply, and the price of Australian manganese ore imported from Tianjin Port has risen from 34 yuan/ton to 54 yuan/ton (price on April 26), an increase of nearly 60%. Since April, the domestic price of manganese and silicon has risen from 6,175 yuan/ton to 7,436 yuan/ton (price on April 26), an increase of more than 20%. The interruption of the operation of the main manganese mine of South32, the world's largest manganese ore producer, is expected to reduce the global manganese ore supply by more than 10% in 2024 and reduce the domestic monthly manganese ore import volume by about 300,000 tons, and there is a serious risk of manganese ore supply in 2024.
Among the listed companies, Western Gold (601069) has realized the dual main business of "gold + manganese ore" mining and smelting. At present, the gold output of gold minerals in the western region ranks among the top ten gold mining and gold enterprises in China. The vertical integration of the manganese industry chain, on the one hand, grasps the high-quality manganese ore resources, on the other hand, it has a strong manganese ore deep finishing capacity, forms a large-scale production and operation capacity, and has a strong comprehensive strength.
The metallurgical industry products of Ordos (600295) mainly cover a variety of high-quality ferroalloys such as high-purity ferrosilicon, refined ferrosilicon, high-silicon ferrosilicon, silicon-manganese alloy, medium and low-carbon ferromanganese, etc., and have established long-term strategic cooperation and win-win relationships with domestic iron and steel leading enterprises. The recovery of the tail gas of the silicon-manganese ore furnace to methanol and the introduction of food-grade carbon dioxide production line have further extended and strengthened the industrial chain, and the metallurgical industry chain has not only realized the recycling of resources, but also achieved energy conservation and emission reduction in the process of continuous upgrading, and the competitive advantage has been highlighted.
Musk's visit to China to promote Tesla's FSD landing in China, institutions are optimistic about the intelligent driving market
According to media reports, two sources revealed that Tesla CEO Elon Musk took a flight to Beijing on Sunday (28th). The report described it as "a surprise visit" to China. Regarding Musk's trip, a person familiar with the matter said that Musk is seeking to meet with Chinese officials in Beijing to discuss the launch of Full Self-Driving (FSD) software in China and seek approval.
CITIC Securities believes that FSD V12 is expected to open the ChatGPT moment of Tesla's intelligent driving, and the domestic head intelligent driving companies are also actively following up the end-to-end architecture, superimposed Xiaomi SU7 listing, Beijing Auto Show in April, Horizon submitted a Hong Kong stock prospectus, and the first batch of L3 pilot lists are expected to be released in the near future.
In terms of the company, the L2/L2+ autonomous driving AEBS solution independently developed by Ruiming Technology (002970) has been sold in the fields of domestic taxi and public transportation, and is now actively deploying in overseas markets. The company's self-developed L4 low-speed autonomous driving solution (mainly automatic sweeper operation in closed and semi-closed scenarios) has been piloted in several cities in China.
Yitong Century (300310) subsidiary Aiyun Information Co., Ltd. and China Unicom have cooperated to provide CMP (connection management platform) services to the vast number of Internet of Things users in China through China Unicom's network, and Tesla is one of the users of this platform.
Juwan Technology Co., Ltd. has partnered with EHang to develop the world's first ultra-fast rechargeable battery for eVTOL aircraft
On April 27, the China International Battery Technology Exchange Conference/Exhibition was grandly opened at the Chongqing International Expo Center. During the conference, Juwan Technology Co., Ltd. and EHang reached a strategic cooperation to jointly develop the world's first eVTOL aircraft ultra-fast/ultra-fast charging battery solution, leading the innovation and development of power batteries to help the operation of electric vertical take-off and landing aircraft, and promoting eVTOL into the era of extreme charging, so as to promote the rapid development of urban air mobility system.
The battery system is one of the core components of the aircraft, and its performance directly determines the range, stability, safety and operational efficiency of the aircraft. According to the research report of Cinda Securities, eVTOL is mainly composed of body subsystems, navigation communication and flight control subsystems, power subsystems and energy subsystems. The cost of eVTOL batteries and power systems accounts for about 50%, and batteries are expected to develop towards high energy density, and solid-state batteries are gradually being emphasized.
Among the listed companies, the customers of Nebulas Co., Ltd. (300648) cover lithium battery manufacturers such as Juwan Technology Co., Ltd., and the company's products have the ability to charge quickly with high power.
Huafeng Co., Ltd. (002806) and Juwan Technology Co., Ltd. jointly invested 60 million yuan to establish Guangdong Jufeng New Energy Co., Ltd., which is engaged in the research and development and operation of XFC ultra-fast rechargeable batteries and new generation breakthrough energy storage and their systems. Jointly invested 200 million yuan to set up Juwan Huafeng New Energy, of which the company invested 120 million yuan to account for 60% of the shares, and carried out in-depth cooperation in the research and development, production and sales of XFC ultra-fast rechargeable batteries.
The "Key Points of Work in the Digital Economy in 2024" was issued to update and upgrade the computing power industry chain and welcome new development
According to the official account of the National Data Bureau, recently, the General Office of the National Development and Reform Commission and the General Department of the National Data Administration issued the "Key Points of the Digital Economy in 2024" to deploy the key work of the digital economy in 2024. Among them, it is proposed to appropriately advance the layout of digital infrastructure, further promote the construction of information and communication networks, accelerate the construction of a national integrated computing network, and comprehensively develop data infrastructure.
As the cornerstone and important content of building a cyber power, digital information infrastructure is becoming an important symbol to measure the core competitiveness of a country. The construction of digital information infrastructure in advance will help provide high-quality products and services for the construction of digital China and the development of the digital economy, efficiently meet the new needs of thousands of industries and households for a better digital life, shape new development momentum and new advantages, and further promote the digital transformation of the economy and society. In the current context of the rapid development of global artificial intelligence, the advanced construction of digital infrastructure and the "artificial intelligence+" action may become an important step for AI to empower thousands of industries in the future.
Due to the large scale of computing required in the downstream scenarios of the mainland and the continuous promotion of policies in recent years, the construction of intelligent computing centers in the upstream of the computing industry chain will still maintain a high degree of prosperity. The scale, popularization and localization of the computing power industry chain industry will become the main direction of future development, and it is optimistic that the leading companies in the industrial chain will benefit first.
Among the A-shares, you can pay attention to IDC leader Alpha Data (300738), optical communication industry chain company Accelink Technology (002281), etc.
According to the news, Tesla's FSD has been "tentatively approved" in China, and the industrial chain company has attracted attention
According to reports, after Musk's visit to Beijing, Tesla received "tentative approval" to launch the FSD function in Chinese mainland. According to Tesla's user app, the description of the purchase page of Tesla's official FSD service in China has been changed from "to be launched later" to "coming soon". In addition, the "Notice on the Testing of 4 Safety Requirements for Automotive Data Processing (First Batch)" issued last weekend mentioned that all the models produced by Tesla's Shanghai Gigafactory meet compliance requirements, and it is the only foreign-funded enterprise that meets compliance requirements, which also confirms the acceleration of Tesla's FSD entry into China.
Institutional analysis pointed out that Musk's visit to China and the announcement dispelled some of the market's doubts. In the short term, Musk's visit to China and the T model revealed a signal of easing between China and the United States through data security tests and other information. The original expectation of FSD's entry into China was that after the election, combined with the progress of Lingang computing power construction and talent introduction, the progress of FSD's entry into China is expected to accelerate. In the medium to long term, the progress of new models is accelerating, and it is expected to bring back highly competitive models for new vehicle platforms, and the fundamentals are expected to accelerate in 2025.
Hengshuai Co., Ltd. (300969) is Tesla's global core supplier of four-door and two-cover motors, charging doors, thermal management manifolds, electronic water pumps, etc.
Longsheng New Energy, a wholly-owned subsidiary of Longsheng Technology (300680), mainly provides new energy vehicle drive motor stator and rotor products for Tesla.
The general trend of intelligent driving Tesla's FSD function may be approved for launch
Tesla CEO Elon Musk started a new visit to China on the 28th. According to reports, after Musk's visit to Beijing, Tesla will receive "tentative approval" to launch FSD (Full-Self Driving, fully self-driving) functions in Chinese mainland. In addition, after Musk arrived in China, Tesla's official Weibo issued two statements, mentioning the acceleration of the implementation of autonomous driving technology. It is worth noting that the China Association of Automobile Manufacturers and the National Computer Network Emergency Technology Processing and Coordination Center issued a notice on the 28th, stating that all models produced by Tesla's Shanghai Gigafactory meet compliance requirements and can lift the ban and parking restrictions on intelligent networked vehicles such as Tesla. It has also been reported that Tesla will partner with Baidu in China, with Baidu providing mapping and navigation services to deploy a system that Tesla calls "Full-Self Driving (FSD)."
Intelligent driving is the general trend of future automobile development. The period from 2020 to 2030 is the "golden decade" for the development of autonomous driving, and global autonomous driving technology is expected to develop rapidly under the policy drive. Relevant data show that by 2030, 50% of China's cars will be driverless, and the global driverless 4/5 level of cars will reach about 80 million, and the size of China's unmanned vehicle service market is expected to reach 1.3 trillion by 2030.
A-share related concept stocks mainly include NavInfo (002405), Lianchuang Electronics (002036), etc.
Far ahead Huawei has made innovative breakthroughs in the field of satellite communications
According to reports, Huawei has once again made an innovative breakthrough in the field of satellite communications. Their Pura 70 series mobile phones are further upgraded on the basis of the original dual satellite communication, and support Beidou satellite image messaging. This means that even if there is no signal or network, the user can send a picture message through the mobile phone to achieve two-way communication with the receiver.
The direct connection of mobile phones to satellites is expected to fundamentally solve the problem of insufficient coverage of terrestrial communication networks, and is the key to realizing the integrated communication of air, ground, ground and sea. Whether in remote mountainous areas, at sea, in the air, or in the midst of natural disasters, it can achieve seamless coverage of communication services. Satellite Internet is an ideal solution for building global, all-weather, all-weather mobile network coverage, and can also reduce the construction cost of ground base stations in sparsely populated and remote areas. In addition, the direct connection of mobile phones is also the basis for satellite communication to expand the mass market application, which has become the focus of competition in the field of satellite Internet.
A-share related concept stocks mainly include Hager Communications (002465), Huali Chuangtong (300045) and so on.
The new laser welding process can improve the recycling efficiency of photovoltaic modules
Recently, the National Renewable Energy Laboratory (NREL) of the U.S. Department of Energy (DOE) released a report on the use of laser welding processes in the production of solar modules, which researchers believe could make modules easier to recycle. The report discusses the potential of "femtosecond" lasers in solar module manufacturing, which are lasers emitted in short, sharp pulses in fractions of a second that can be used to weld the glass components of solar modules together, eliminating the need for the use of today's widely used plastic polymer flakes to join glass components. Components that do not contain such polymers can be shredded, and the glass and metal wires in them can be easily collected and used in other components, increasing the efficiency of the recycling process.
A-share related concept stocks mainly include China Re Capital Environment (600217), Huagong Technology (000988), etc.
PIA Robotics launched an all-in-one AI chip for humanoid robot products
Recently, Guo Jishun, president and chief scientist of PIA (688306) and Humanoid Robot Research Institute, revealed that the company will release version 2.0 of the robot in the next few months. The second-generation robot will be improved by leaps and bounds in four aspects: motion control performance, perception planning and decision-making algorithms, natural language interaction models, and domestic substitution of core components. In order to cooperate with the engineering implementation of the perception system, PIA has specially developed and launched a mass-produced AI chip for humanoid robots with LiDAR, sensor, memory and computing.
NavInfo (002405) recently released the NI in Car integrated automotive solution. Based on years of accumulated research and development of electronic map data, data closed-loop services, Internet of Vehicles and autonomous driving technology, NavInfo has integrated into the automotive-grade chip to form an integrated software and hardware solution to provide end users with an extremely intelligent cabin driving experience.
Recently, SafBon Water (300262) and the local design institute EDC company of Aktau, Kazakhstan officially signed a commission agreement for the feasibility study report of the Kury 50,000m3/d seawater desalination project.
Taihe New Materials (002254) and Xingyuan Materials (300568) successfully held a joint press conference and officially launched the co-developed aramid series separator products. The strong alliance between the two parties marks the firm step of the two companies to enter the new energy materials industry together.
The digital economy is once again catalyzed by the top level, and the two departments promote the implementation of 20 pieces of data
The General Office of the National Development and Reform Commission and the General Department of the National Data Administration issued the "Key Points of the Digital Economy in 2024", making arrangements for the key work of the digital economy in 2024 and proposing nine implementation measures. These include: moderately advancing the layout of digital infrastructure, further promoting the construction of information and communication networks, accelerating the construction of a national integrated computing network, and comprehensively developing data infrastructure; Accelerate the establishment of a basic data system, promote the implementation of the "20 Data Articles", increase the intensity of public data development and openness, and release the value of data elements.
Hua Chuang Securities believes that the construction of a national computing power network is one of the priorities of the National Data Bureau, which is a digital infrastructure that uses information network technology as the carrier to promote the high proportion of various computing resources and large-scale integrated scheduling and operation across the country. In the context of the acceleration of the marketization process of data elements, infrastructure manufacturers such as computing power are expected to take the lead in ushering in development opportunities. Pay attention to the main investment lines such as data infrastructure, data operation, data rights confirmation, data circulation, and data asset entry into the table.
Sugon (603019) lays out and builds a "national integrated computing power service platform", links various computing infrastructure resources through the network, and establishes an innovative computing service platform oriented by application services;
Zhejiang Digital Culture (600633) has a stake in Zhejiang Big Data Exchange and lays out the digital marketing business centered on Jiutian Yundong.
Continental's brain-computer interface research is at the forefront of the world and promotes the formulation of industry standards
At the brain-computer interface innovation development and application forum held on the 26th, Gu Xiaosong, academician of the Chinese Academy of Engineering and member of the Chinese Academy of Medical Sciences, said that brain-computer interface is a combination of artificial intelligence and neuroscience, which is closely integrated with communications, games, and military to produce new application scenarios. The mainland has been at the forefront of the international market in terms of brain-computer interface research, as well as scientific research input and output. "We are now promoting the formulation of product standards, industry standards, and national standards. ”
Western Securities believes that brain-computer interface technology has broad prospects, and the medical application field is expected to exceed $40 billion in the next 10 years. Brain science and brain-like research is one of the seven major scientific and technological frontier research projects in the "14th Five-Year Plan", and brain-computer interface is one of the core key technologies that are expected to be applied at present. Focus on overseas targets in the "0 to 1" stage, as well as domestic mapping.
Chengyitong (300430) cooperates with many schools to explore the application of "brain-computer interface" in the field of rehabilitation, aiming to shift from passive to active rehabilitation;
Suzhou Nengstar, a subsidiary of Hanwei Technology (300007), has launched brain-like related applications.
Significant investment
Huaxin Environmental Protection: It plans to invest about 1 billion yuan to build a comprehensive recycling project with an annual output of 50,000 tons of recycled copper cathode and rare metals
Huaxin Environmental Protection (301265) announced on the evening of April 29 that in order to further promote the company's development in the field of non-ferrous metals, extend the industrial chain, and gradually realize the horizontal integration of multiple industries and the coordinated development of multiple tracks, the company signed the "Investment Agreement on the Comprehensive Recycling Project with an Annual Output of 50,000 tons of Recycled Copper Cathode and Rare Metals" with the People's Government of Zongyang County. The total planned investment of the project is about 1 billion yuan (including working capital), of which the investment in fixed assets is 300 million yuan, the construction of 1 copper anode production line, 1 copper cathode production line and comprehensive utilization of rare and precious metals.
Yirui Technology: It is planned to raise no more than 1.45 billion yuan for the construction project of X-ray vacuum devices and comprehensive solutions
Yirui Technology (688301) announced on the evening of April 29 that the company intends to issue shares to specific objects to raise no more than 1.45 billion yuan, which will be used for X-ray vacuum devices and comprehensive solution construction projects after deducting issuance costs. On the same day, the company announced that in view of the changes in the current capital market environment, combined with the company's development plan, operating conditions and capital arrangements, after prudent decision-making, the company intends to terminate the planning for overseas issuance of global depositary receipts (hereinafter referred to as "GDRs").
TBEA: The holding company plans to invest 3.395 billion yuan in the construction of a 1GW wind storage project
TBEA (600089) announced on the evening of April 29 that Tongyang New Energy Co., Ltd., the company's holding company, plans to invest in the construction of a 1GW wind storage project, with a total investment of 3.395 billion yuan. The company disclosed a quarterly report on the same day, achieving a net profit of 1.994 billion yuan in the first quarter of 2024, a year-on-year decrease of 57.89%.
Significant winning bids
Jifeng Co., Ltd.: The holding subsidiary was designated for the BMW passenger car seat assembly project in Germany
Jifeng Co., Ltd. (603997) announced on the evening of April 29 that recently, the company's holding subsidiary Grammer Jifeng (Germany) received the "Nomination Letter" from BMW of Germany by email, and Gemmer Jifeng (Germany) became the seat assembly supplier of BMW of Germany, and will develop and produce front and rear seat assembly products for BMW in Europe. This time, the designated point is the passenger car seat project under the new platform of BMW in Germany. It is expected that from the second half of 2027, the project life cycle will be 8 years, and the total amount of the life cycle is expected to be 12 billion yuan.
Huakang Medical: Pre-won the bid for the construction project of the first section of the laboratory process project of Dalian Yinggeshi Science City
Huakang Medical (301235) announced on the evening of April 29 that the company pre-won the bid for the construction project of the first bid section (A1-03, 17, 18, A3-11 plots) of the laboratory process project of Dalian Yinggeshi Science City (the first phase of the first area), with a bid price of 77.6873 million yuan.
Shareholders increase or decrease their holdings
Weipaig: Yingke Shengda and its persons acting in concert plan to reduce their holdings of no more than 1.1419% of the company's shares in total
Weipaige announced that Yingke Shengda, a shareholder with a total of 1.1419% of the shares, and its concerted actors, Yingke Shenglong and Yingke Shengtong, plan to reduce their holdings of the company's shares by no more than 5,786,200 shares (accounting for 1.1419% of the company's total share capital) within 3 months after 3 trading days.
Shareholder buybacks
Jinlei shares: plans to repurchase the company's shares from 80 million yuan to 120 million yuan
Jinlei announced that the company intends to cancel all the shares repurchased from 80 million yuan to 120 million yuan and reduce the company's registered capital accordingly, and the repurchase price does not exceed 31 yuan per share (inclusive).
Sichuan Meifeng: It is planned to repurchase the company's shares for 70 million yuan to 100 million yuan
Sichuan Meifeng (000731) announced on the evening of April 29 that the company intends to repurchase shares of 70 million yuan to 100 million yuan for cancellation and reduction of registered capital, and the repurchase price does not exceed 9.74 yuan per share.
Runtu shares: It is planned to repurchase the company's shares from 150 million yuan to 300 million yuan
Runtu shares (002440) announced on the evening of April 29 that the company intends to repurchase shares for 150 million yuan to 300 million yuan for equity incentives or employee stock ownership plans, and the repurchase price does not exceed 9 yuan per share (inclusive).
Yili shares: plans to repurchase shares of 1 billion yuan - 2 billion yuan
Yili shares (600887) announced on the evening of April 29 that the company intends to repurchase shares with 1 billion yuan - 2 billion yuan, all of which will be cancelled and reduce the company's registered capital, and the price of repurchased shares will not exceed 41.88 yuan per share.
Important Announcements
Jinling Mining: Jinzhao Mining, a subsidiary, resumed production
Jinling Mining announced that the company received a notice of resumption of production from its subsidiary Jinzhao Mining, and according to the "Opinion on the Rectification and Review of Administrative Law Enforcement Documents for Work Safety" issued by the Management Committee of Zibo High-tech Industrial Development Zone, Jinzhao Mining has resumed work and production in an orderly manner. During the shutdown period, Jinzhao Mining formulated a follow-up safety production plan, which is expected to have no impact on the company's production and operation plan for the current year.
XIZICE Energy: Holding subsidiary signed the Termination Agreement of the Equity Acquisition Framework Agreement
Xizi Clean Energy announced that because the conditions for the acquisition transaction were not yet mature, the parties to the transaction did not reach an agreement on the transaction. The Company's holding subsidiary, New Century Energy, Hangzhou Thermal Power and Hangzhou Jianglan Energy Technology Co., Ltd. (hereinafter referred to as "Jianglan Energy") signed the Termination Agreement of the Equity Acquisition Framework Agreement, and agreed to terminate the Equity Acquisition Framework Agreement on the effective date of the termination agreement. Termination of the transfer of 51% equity interest in Hangzhou Lin'an Green Energy Environmental Protection Power Generation Co., Ltd. to Hangzhou Thermal Power.
Jifeng Co., Ltd.: The holding subsidiary was designated for the BMW passenger car seat assembly project in Germany
Jifeng Co., Ltd. announced that recently, the company's holding subsidiary Grammer Jifeng (Germany) received the "Nomination Letter" from BMW Germany by email, and Grammer Jifeng (Germany) became the seat assembly supplier of BMW Germany, and will develop and produce front and rear seat assembly products for BMW Germany in Europe. This time, the designated point is the passenger car seat project under the new platform of BMW in Germany. It is expected that from the second half of 2027, the project life cycle will be 8 years, and the total amount of the life cycle is expected to be 12 billion yuan.
Ziguang Guowei: The global semiconductor industry as a whole is expected to return to growth in 2024
Ziguang Guowei (002049) said on the interactive platform on April 29 that the global semiconductor industry as a whole is expected to return to growth in 2024, and at the same time, the digital economy has maintained a high-speed growth trend in the mainland for a long time, providing inexhaustible impetus for the development of the integrated circuit industry. Although the current downstream demand in the special field has not yet seen an overall and fundamental improvement, but the certainty of future industry demand is high, after more than a year of adjustment, the relevant construction work should be restarted this year, and the subdivided industry is expected to rebound.
PIA: It is expected to launch the company's second-generation humanoid robot body and related actuators and sensor components in the next few months
PIA Intelligent (688306) said on the interactive platform on April 29 that the robot rotary joint A sample being developed by the company is being systematically tested and verified, among which the maximum impact torque of the rotating joint for the upper limb of the humanoid robot and the maximum impact torque of the rotary joint for the hip joint of the lower limb have reached the leading level. It is expected that in the next few months, the company's humanoid robot products will have further breakthroughs, and the company's second-generation humanoid robot body and related actuators, sensor components, etc. will be launched.