Shenzhen sub-district optimizes the housing purchase restriction policy
The Shenzhen Municipal Bureau of Housing and Urban-Rural Development issued the Notice on Further Optimizing the Real Estate Policy. According to the Notice, the individual income tax and social insurance payment requirements for non-resident families and adult single persons (including divorced) are limited to one house, and the payment period for individual income tax and social insurance is still three years for the purchase of housing in Yantian District, Bao'an District (excluding Xin'an Street and Xixiang Street), Longgang District, Longhua District, Pingshan District, Guangming District and Dapeng New District.
Zheng Shajie, director of the National Development and Reform Commission, presided over a symposium to communicate with private enterprises and exchange large-scale equipment renewal work
Zheng Shajie, director of the National Development and Reform Commission, recently presided over the second symposium on large-scale equipment renewal and consumer goods trade-in, and discussed and exchanged views with the heads of private enterprises such as Tianneng Holding Group, Xizi United, United Imaging Group, and Canny Elevator.
The Ministry of Human Resources and Social Security and other three departments have launched a package of unemployment insurance policies and measures to help enterprises stabilize jobs
The three departments jointly issued the "Notice on Continuing the Implementation of the Policy of Unemployment Insurance to Assist Enterprises in Stabilizing Jobs", and launched a package of phased and combined unemployment insurance policies and measures to assist enterprises in stabilizing jobs. These include: 1. Continuing to implement the policy of reducing rates in stages; 2. Continuing to implement the policy of returning unemployment insurance to stabilize jobs; 3. Continuing to implement the subsidy policy for skill upgrading; 4. Making every effort to ensure the basic livelihood of the unemployed; 5. Continuously optimizing handling services; 6. Effectively preventing fund risks; and 7. Strengthening organization and leadership.
Eight departments issued opinions on strengthening the capacity building of critical medical services
Eight departments issued a notice on the "Opinions on Strengthening the Capacity Building of Critical Medical Services". The opinion proposes that by the end of 2027, the number of intensive care beds in the country will reach 18 per 100,000 people, and the number of convertible intensive care beds will reach 12 per 100,000 people, and the resources of intensive care medical services will be effectively expanded, the regional layout will be more balanced, and the capacity of specialized services will be significantly improved.
Wuhan has issued ten property market policies, and buyers can apply for consumption vouchers to deduct housing payments
Wuhan issued the "Notice on Further Optimizing and Improving Policies and Measures to Promote the Stable and Healthy Development of the Real Estate Market in Wuhan", and introduced ten measures to strengthen housing provident fund loans, adjust the recognition standards for the number of housing loans for families, implement a new transaction model of "selling the old and buying the new", and optimize the management of the "white list" of real estate development enterprises, and buyers can apply for up to 100,000 housing purchase vouchers to deduct the housing payment.
The international gold price has recently rebounded significantly, and the gold price of brand jewelry has also decreased, and the price of many brand gold has returned to below 600 yuan/gram after the discount
The international gold price has recently rebounded significantly, and the gold price of brand jewelry has also decreased, and the price of many brand gold has returned to below 600 yuan/gram after the discount. Analysts said that in the future, gold prices may have a large adjustment or shock after the current level or short-term rise. Asset volatility will increase, and risk-averse investors will need to carefully consider their tolerance.
BYD is heavy, the regulator agrees, and the BYD APP launches insurance services
The State Administration of Financial Supervision has agreed that BYD P&C Insurance will use the national unified compulsory traffic insurance clauses, basic insurance rates and corresponding rate floating coefficients in Anhui, Jiangxi and other places. From the perspective of the industry, the development direction of BYD property insurance has been clear, that is, the field of new energy vehicle insurance. BYD Property Insurance has inherent advantages in new energy vehicle insurance, and may apply to expand its business scope to focus on car insurance, especially new energy vehicle insurance, to create a stronger ecological closed loop of the industrial chain.
Tesla robot "enters the factory to work": it can sort batteries, self-correct, and increase the pace by 30%
Tesla released a video of Optimus' latest progress, showcasing its ability to sort batteries, walk, and perform factory tasks, with the caption "Recently, we're working hard to be useful!". According to reports, Tesla has trained and deployed a neural network to allow Optimus to start performing some useful work tasks, such as sorting battery cells and inserting them into trays. Not only that, but Optimus also walks around the office on a regular basis, and the distance is getting farther and farther. Its latest pace is about 0.6 m/s, which is a 30% increase compared to Tesla's last video (December).
AITO Motors responds to four technical questions about the new M7 Plus Shanxi Expressway accident
AITO Automobile released the "Explanation on the Technical Issues Related to the New M7 Plus in the Traffic Accident of Houping Expressway in Shanxi Province". The vehicle was equipped with a Level 2 driver assistance system (non-Huawei ADS 2.0 intelligent driving system) and was traveling at a speed of 115 km/h at the time of the collision, exceeding the operating range of automatic emergency braking (AEB). The cause of the fire was that the front nacelle was ignited by sparks from high-temperature parts or short circuits in the wiring harness, and the power battery pack did not spontaneously combustion. At the time of the collision, the vehicle's airbags are deployed normally. During the collision, the power cord and signal line in the front cabin and the passenger compartment were cut off instantly, and the door handle controller could not receive the pop-up signal.
The European Union approves Nippon Steel's acquisition of U.S. Steel Corporation
The European Commission approved Nippon Steel's $14.9 billion deal to buy U.S. Steel on May 6, saying it would not raise competition concerns despite political opposition in the United States.
The Ministry of Finance issued the first batch of energy conservation and emission reduction subsidies of about 22.9 billion yuan in 2024
According to CCTV News, the Ministry of Finance recently issued the first batch of energy conservation and emission reduction subsidy funds of about 22.9 billion yuan in 2024, which will be used for the liquidation of subsidy funds for the promotion and application of new energy vehicles in 2022 and the pre-allocation of subsidy funds for new energy vehicles that have been promoted but have not yet completed liquidation.
The new version of GaussDB is released, and the price of the HUAWEI CLOUD database product has been significantly reduced
On May 6, HUAWEI CLOUD announced the release of GaussDB Basic Edition, which reduces the price by 60%-70% compared with Enterprise Edition.
Qunzhi Consulting: It is expected that the price increase of mainstream display panels in May will be flat month-on-month, and the prices of notebook panels and mainstream 16:9 panels are expected to recover slightly
Qunzhi Consulting issued a document on the 6th, saying that in May, from the perspective of demand, thanks to the continuous improvement of inventory and the pull of "618" promotional stocking, the demand for brand panels is growing steadily. From the perspective of the supply side, under the normalization of production control, the supply of display panels has grown moderately, and the supply and demand of the product are still in a tight balance, while the on-demand production of notebook panels has become a normalized production strategy. On the whole, it is expected that the price increase of mainstream display panels in May will be consistent with that of the previous month, and the prices of notebook panels and mainstream 16:9 panels are expected to recover slightly, while the prices of high-end panels will still decline slightly.
GGII: China's lithium battery shipments in Q1 2024 will be 200GWh, a year-on-year increase of 18%
According to the preliminary survey data of the Lithium Battery Research Institute (GGII) of the Advanced Industry and Research Institute, China's lithium battery shipments in Q1 2024 will be 200GWh, a year-on-year increase of 18%. Among them, the shipments of power and energy storage batteries were 149GWh and 40GWh respectively, an increase of 19% and 14% year-on-year respectively.
Optimus welcomes new progress and is one step closer to achieving "replacing real employees to work in factories".
Tesla's humanoid robot "Optimus" is one step closer to realizing "replacing real employees to work in factories". On May 5, Tesla released a video of Optimus' latest progress, showing its ability to sort batteries, walk, and perform factory tasks, with the caption "Recently, we are trying to be useful!".
In Tesla's first-quarter earnings call not long ago, Musk revealed that it is expected that by the end of this year, Optimus will perform "useful tasks" in the factory, and plans to sell Optimus to the outside world by the end of 2025. AVIC Securities pointed out that with the landing of Tesla Optimus, humanoid robots will enter the first year of mass production in 2025, and their commercial scenarios are expected to experience three stages: "Tesla leads the application of factories in specific fields - the manufacturing industry begins to fully penetrate and roll out - and enters thousands of households after maturity", and it is expected that the cumulative demand for humanoid robots is expected to reach about 2 million units in 2030, corresponding to a market space of about 570 billion yuan.
Among the listed companies, Sanhua Intelligent Control (002050) has carried out continuous research and product development work on robot electromechanical actuators, and has established cooperation with customers to have a first-mover advantage.
Fengli Intelligent (301368) said that the large-scale development of humanoid robots will have a certain increase in the company's business. The company's main products include small module gears, precision reducers and parts, new energy transmissions and pneumatic tools and other products.
Mingzhi Electric (603728) has been engaged in the research and development, production and operation of products in the field of motion control for more than 20 years, and has mastered the core control motor research and development technology, drive control technology and cutting-edge manufacturing technology in the field of motion control.
The Jiangnan University team used synthetic biology technology to reduce the cost of hyaluronic acid to a few hundred yuan per kilogram
Recently, the synthetic biology innovation team of the Future Food Science Center of Jiangnan University won the 19th "Jiangsu Youth May Fourth Medal". Kang Zhen, a member of the innovation team, told reporters that hyaluronic acid was first discovered and extracted from the eyes of cows, and the price was very expensive, tens of thousands of yuan per kilogram, and the team used synthetic biology technology to produce ordinary molecular weight hyaluronic acid with the help of microbial fermentation, reducing the cost to several hundred yuan per kilogram, realizing the popularization and application of hyaluronic acid in large quantities, and the mainland has also become the first country with the ability to produce all types of hyaluronic acid.
Biomanufacturing is mainly based on innovative biotechnology such as synthetic biology and genetic engineering, using cheap raw materials, strain, cells, and enzymes as manufacturing plants to obtain target products through large-scale fermentation. Ma Shuai of SDIC Securities believes that at present, with the help of domestic universities and research institutes, the biological platform has made great progress, the development and domestication of model chassis cells have been developed rapidly, and policy support has been superimposed, and various regions have attracted investment in the form of project funding and awards, and the mainland biomanufacturing industry is expected to usher in a stage of rapid development.
Among the listed companies, Freda (600223) hyaluronic acid raw materials have reached the international leading level, and have established a long-term and stable cooperative relationship with Jiangnan University, leading in hyaluronic acid, recombinant collagen, skin microecology and other fields.
Huaheng Biotechnology (688639) is a leading platform synthetic biology, which has created a product matrix of "amino acids + vitamins + new materials", and has carried out research on the application of alanine in the food field with Jiangnan University.
3,474 square kilometers!
On May 1, the "Hangzhou Intelligent Networked Vehicle Testing and Application Promotion Regulations" was officially implemented, and Hangzhou will take the lead in opening up a total of 3,474 square kilometers of the city's eight urban districts as the intelligent networked vehicle testing and application area, realizing full coverage of the city's built-up areas and serving a population of more than 10 million. It is reported that in the next step, Hangzhou will strive to gather more than 1,000 intelligent networked new energy vehicle industry chains and related enterprises in three years, and the output value of vehicle-road-cloud integration industry will exceed 100 billion, so as to build a pilot benchmark city for "vehicle-road-cloud integration" of intelligent networked vehicles with world-class influence.
The domestic intelligent driving market is ushering in three major inflection points, technically, the new architecture of "BEV+Transformer+Data Closed-loop" will be launched in 2023, making it possible to pilot urban areas without relying on high-precision maps; commercially, it is expected that the urban navigation functions of various car companies will be intensively implemented from the fourth quarter of 2023, and some will no longer rely on high-precision maps; According to the China Academy of Information and Communications Technology, the size of China's intelligent driving car market will be close to one trillion yuan by 2025.
Among the listed companies, Wanji Technology (300552) has laid out lidar, V2X products and vehicle-road collaboration system solutions for autonomous driving, and applied them in scenarios such as the National Internet of Vehicles Test Demonstration Zone, Pilot Area, Dual-smart City and Smart Expressway.
Tianmai Technology (300807) based on ADAS and driver driving behavior analysis developed an active safety management system, through radar, cameras and other sensor equipment to perceive the surrounding environment, monitor the driving status and the driver's driving status, timely detect dangerous driving behavior, remind the driver to pay attention to driving safety, to avoid accidents, the product is mainly used in buses and other commercial vehicles.
Domestic AI unicorn companies are developing large models that benchmark Sora
According to media reports, the domestic AI large model unicorn company "Zhipu AI", which is valued at more than 20 billion, is developing a high-quality Wensheng video model that benchmarks OpenAISora, and is expected to be released as soon as this year.
It is reported that Zhipu AI, founded in 2019, is transformed from the technological achievements of the Department of Computer Science of Tsinghua University and originated from the Knowledge Engineering (KEG) Laboratory of Tsinghua University. Zhipu AI is one of the earliest companies to enter the large model track in China, and it is also one of the representatives of the leading large model manufacturers in China. Since the beginning of the year, large models at home and abroad, especially multi-modal large models, have continued to iterate, and the underlying support capabilities of applications have been continuously improved.
Among the listed companies, Lingyunguang (688400) participated in the investment in Zhipu. The company has been connected to the Chat-GLM model of Zhipu.
Huafeng Technology 688629's high-speed connection products can be used in communication equipment, high-end servers for data centers, switches, supercomputers and other fields, and can provide high-speed connector modules for general computing power, intelligent computing and supercomputing.
In the field of data center and supercomputing, 300252 the products provided by the company are mainly cables, connectors and components.
Regarding the low-altitude economy, Huawei has a new major layout
According to media reports, Meng Wanzhou, Huawei's vice chairman, rotating chairman, and chief financial officer, met with Shi Xiaolin, deputy secretary of the Sichuan Provincial Party Committee and secretary of the Chengdu Municipal Party Committee, and Wang Fengchao, deputy secretary of the Chengdu Municipal Party Committee and mayor, on April 30.
China Securities said that the national ministries and commissions continue to actively promote the healthy and safe development of the low-altitude economy, and the relevant cities and districts in the Yangtze River Delta and the Pearl River Delta have responded to the call to introduce industrial support policies or development plans.
In terms of the company, Shenglan Co., Ltd. (300843) develops and produces copper high-speed connectors, which can be applied to flying cars. The company said DJI and Xpeng Huitian are its customers.
The core technology of Mori Kirin (002984) is independently developed for flying car tires, and has successfully obtained the supporting qualification for Xpeng's flying car tire project, and is continuing to contact with relevant OEMs that intend to deploy in the field of flying cars to actively lay out relevant business opportunities.
SK hynix said that HBM production capacity will be basically sold out by 2025
According to media reports, at a media conference, the CEO of South Korean memory chip giant SK hynix introduced that due to the outbreak of AI demand for advanced memory products HBM, the HBM products produced by the company according to the mass production plan in 2025 are also basically sold out. Previously, the company announced that HBM's production capacity in 2024 had been snapped up by customers. The company predicts that the demand for "ultra-high-speed, high-capacity, low-power" memory dedicated to artificial intelligence will skyrocket in the future, with AI-oriented memories such as HBM and high-capacity DRAM modules currently accounting for about 5% of the overall storage market in 2023 and 61% by 2028.
Shanxi Securities believes that on the supply side: inventory tends to normalize, the capital expenditure of the three major storage factories focuses on high-end storage such as HBM and DDR5, and the overall output growth of the industry is limited. On the demand side, the recovery of the downstream market and the wave of AI will boost storage demand, and the increase in the capacity of a single machine may become the main driver of demand growth. The price trend is clear, and storage has entered a new round of upward cycle, seizing the opportunity of industry cycle reversal. The demand for HBM and DDR5 high-end storage has increased, and we are optimistic about the localization of the storage industry chain in the long term.
In terms of the company, Huahai Chengke (688535) mainly produces epoxy plastic molding materials and electronic adhesives, which are widely used in semiconductor packaging, board-level assembly and other application scenarios. The company's granular epoxy molding compound (GMC) can be used in HBM's encapsulation, and the related products have been verified by customers and are now being sent for samples.
Shannon Xinchuang (300475) is one of SK hynix's distributors and has HBM agent qualification.
Challenging supremacy OpenAI is about to release the ChatGPT search engine
According to reports, Lior S, a former Mila researcher and MIT lecturer, broke the news that OpenAI's latest SSL certificate log shows that it has created search.chatgpt.com subdomain and will enter the search engine to fully challenge Google, the global hegemon in this field. At present, multiple sources have confirmed that OpenAI will announce the news at 10 a.m. on May 9.
The search engine is the most basic Internet infrastructure and the entrance to the Internet, whether it is Google abroad or Baidu in China, they are all Internet giants that hold the authority of content distribution. AI search will be more suitable for user needs than traditional search engines. As the hub of information connection, search engines will trigger a new round of business revolution in the era of AI.
A-share related concept stocks mainly include Visual China (000681), Kunlun Wanwei (300418), etc.
The first high-speed 6G device is introduced, and the transmission speed is 500 times faster than 5G
Recently, a number of telecom companies announced the joint development of the world's first high-speed 6G wireless device. Its data transfer speed is as high as 100Gbps per second, which is 10 times the peak speed of 5G and more than 500 times the current download speed of ordinary 5G smartphones. Previously, Huang Yuhong, president of China Mobile Research Institute, said that some key technology research and some prototype development are currently being done, and the 6G standard will be completed in about 2029, and 6G commercial use can be achieved around 2030.
At present, many countries around the world have begun to compete for 6G network research. The Ministry of Industry and Information Technology has made it clear that the mainland has started research based on 6G networks. The degree of "densification" of 6G networks will reach unprecedented levels, and 6G base stations will be able to access hundreds, if not thousands, of wireless connections at the same time, and their capacity can be up to 1,000 times that of 5G base stations. 6G communication technology will eventually realize the "interconnection of heaven and earth".
A-share related concept stocks mainly include Shenglu Communication (002446), Tongyu Communication (002792), etc.
Tesla released the latest progress of Optimus, which is expected to quickly enter the practical stage
On May 5, Tesla released a video of Optimus' latest progress, showing its ability to sort batteries, walk, and perform factory tasks, with the caption "Recently, we are trying to be useful!". According to the video and Optimus engineers, Tesla has trained and deployed a neural network that allows Optimus to begin performing useful tasks, such as sorting battery cells and inserting them into trays as shown in this video.
Analysts see this as an important milestone for Tesla's robots to "enter the factory". In terms of intelligence, it has evolved from remote sensing control to FSD, and in terms of hardware action, it has achieved smoother movements and longer walking distances, and its final picking battery action frequency has been close to that of humans. At present, the training data, hardware movements, and learning control have become mature, and with the increase in training volume and training actions, Tesla robots can autonomously realize simple factory operations. Optimus is expected to quickly enter the practical stage, and local supply chain companies are expected to grow significantly with the explosion of humanoid robots.
In A-shares, you can pay attention to Zhaowei Electromechanical (003021), Demaishi (301007), etc.
AI artifact American University has successfully developed a new technology for high-temperature data storage
According to reports, a research team at the University of Pennsylvania in the United States has recently successfully developed a new high-temperature storage device. The device is capable of stable operation in extreme environments up to 600°C, ensuring the safety of your data. This technology is not only a breakthrough in materials science, but also a major revolution in the design of current chip architectures.
In traditional chip architectures, the CPU and memory are separated, which leads to latency and inefficiencies in data transmission. This flaw is especially evident in AI applications that deal with big data. However, this high-temperature storage device dramatically reduces data transfer times by allowing memory and processors to be more tightly integrated, increasing computing speed, complexity, and efficiency. The R&D team refers to this design concept as "memory-enhanced computing". This high-temperature storage device is expected to play an important role in the construction of AI systems. Its excellent high-temperature resistance and efficient computing efficiency will help improve the operational stability and computing efficiency of AI systems, and inject new vitality into the development of artificial intelligence.
A-share related concept stocks mainly include BIWIN Storage (688525), Ziguang Guowei (002049), etc.
The central government supports the development of urban renewal demonstration pipe network transformation, and there is a lot of room for pipe network transformation
The General Office of the Ministry of Finance and the General Office of the Ministry of Housing and Urban-Rural Development issued a notice to carry out the demonstration work of urban renewal, and the central government will give a fixed subsidy to the demonstration cities. Demonstration cities formulate urban renewal work plans, coordinate the use of central and local funds, improve laws and regulations, planning standards, investment and financing mechanisms and related supporting policies, and continuously promote urban renewal work in combination with key tasks such as the renewal and transformation of urban underground pipe networks, the construction and transformation of sewage pipe networks, the shortcomings of municipal infrastructure, and the renewal and transformation of old areas.
Zheshang Securities Research Institute believes that the construction of the pipeline network is an important livelihood project involving the lives of residents, and the current construction of the mainland pipeline network is becoming more and more mature and is gradually entering the stage of renewal and transformation. The Ministry of Housing and Urban-Rural Development has proposed that more than 100,000 kilometers of underground pipelines will be renovated every year in the future, which is expected to open up new space for the development of pipe networks. After calculation, in terms of the total amount, it may drive the annual investment scale of more than 100 billion yuan, which can bring an increase of 8.5 billion to 12 billion yuan for pipe sales.
Xinxing Cast Pipe (000778) Cast pipe products are deployed in municipal, water conservancy, sewage, heat and other application directions;
C&D Hecheng (603909) has formed 6 core technical capabilities in the integrated service of testing, design and maintenance, including "roads, steel structures, urban bridges and tunnels, underwater structures, underground pipe networks, and buildings".
Jinshi Resources Mine was temporarily suspended, and the supply of fluorine chemical industry may continue to be tight
Jinshi Resources announced on the evening of May 6 that during the on-site inspection of Changshan County Emergency Management Bureau on May 1, it was found that there were 6 hidden dangers of accidents in the fluorite mine in front of Changshan Jinshiyan, such as insufficient strength of mine filling materials, and the on-site treatment decision ordered the mine to temporarily suspend production and business, and withdraw the operators. At present, it is not possible to determine the specific time for the resumption of production, mining is a high-risk industry, and it is in the recent period of special rectification of national fluorite mine safety.
Guolian Securities Research Institute pointed out that or affected by the policy in March, the operating rate and output of fluorite only increased month-on-month, but the year-on-year record hit a new low in recent years. As of May 3, the inventory of fluorite 97 wet powder was 87,000 tons, at the 0.3% quantile since 2019. In terms of downstream demand, driven by the peak season of refrigerants, the operating rate and output of hydrofluoric acid in April increased significantly year-on-year. The development of new energy will also continue to drive demand, and it is expected that the gap between supply and demand of fluorite may continue to expand.
Yonghe Co., Ltd. (605020) has a production capacity of 80,000 tons/year of hydrofluoric acid, more than 40,000 tons/year of fluorine-containing polymer materials, and 43,000 tons/year of fourth-generation refrigerants;
Sanmei Co., Ltd. (603379) is one of the mainstream enterprises of three generations of refrigerants in China.
Orders are good, and the price of zirconia rises by more than 5% in a single day
Baichuan information data shows that on May 6, the mainstream price of fused zirconia market rose, and the current mainstream price of 98.5% refractory grade fused zirconia was 35,000 yuan-36,000 yuan/ton, and the average price increased by 1,750 yuan/ton from the previous day, an increase of 5.19%.
Recently, the purchase of raw material zircon sand inquiry is relatively good, and the market supply continues to be tight. The production cost of fused zirconium manufacturers has been maintained at a high level, the sales volume of manufacturers is not high, coupled with the exchange rate of raw materials and products, etc., the shipment of enterprises is mostly cost inversion. In order to reduce the loss, the manufacturer adjusted the price of fused zirconium. From the perspective of the overall development of the market and the cost and profit of enterprises, manufacturers are obviously willing to adjust prices.
In terms of companies, Oriental Zirconium Industry (002167) and Sanxiang New Materials (603663) are mainly engaged in zirconium product business.
Significant investment
Huatie Emergency: It plans to invest 1 billion yuan to carry out intelligent computing power business
Huatie Emergency (603300) announced on the evening of May 6 that the company plans to invest 1 billion yuan to carry out intelligent computing business, and obtain income by providing customers with GPU-level high-end computing resource leasing and value-added technical services. The company will purchase chips, servers and other computing power-related equipment, and conduct networking, debugging, and stress testing of computing equipment, and build an intelligent computing center. After the completion of the intelligent computing center, the company will actively promote cooperation with high-quality customers in various fields such as universities, scientific research institutes, AI large models, autonomous driving, game media, life sciences, high-end manufacturing, robotics, etc., to provide them with intelligent computing power leasing, and meet the new productivity needs of emerging industries under the situation of massive increase in data, more complex algorithm models and more in-depth application scenarios.
Sinan Technology: It plans to invest 68 million US dollars to set up a Thai subsidiary
Sinan Technology (301170) announced that the company and its wholly-owned subsidiary, Wuxi Castin Materials Co., Ltd., jointly signed the "Joint Venture Agreement on Sinan Technology (Thailand) Co., Ltd.", and the new company will be responsible for investing in the construction of a factory in Thailand, with a total investment of 68 million US dollars (or equivalent foreign currency) in Thailand. The company's investment in the construction of a factory in Thailand is an important measure to improve the overseas layout strategy based on the needs of business development, which is conducive to the company's further development of overseas markets, meeting the needs of international customers, and improving the supply capacity of products in the global market.
Significant winning bids
China Merchants Shipping: Signed a long-term transportation and shipbuilding agreement for Qatar Energy's LNG transportation project The total ship cost is about 10 billion yuan
China Merchants Shipping (601872) announced that recently, four single-ship companies under the company's wholly-owned subsidiary, China Merchants Gas Transport, and Qatar Energy held a signing ceremony for the 25+5-year "Long-term Transportation Agreement" for four QC MAX LNG carriers in Beijing. After the ceremony, the two sides signed the agreement and entered into force on May 2. On the same day, the Shipbuilding Agreement with Hudong Shipyard for four QC MAX LNG carriers was signed and came into effect, with a total ship cost of about RMB 10 billion.
Denghai Seed Industry: Signed a strategic cooperation agreement to jointly build Denghai Corn Industry Research Institute of Shandong Agricultural University
Denghai Seed Industry (002041) announced that the company recently signed the "Strategic Cooperation Agreement on Jointly Building Denghai Corn Industry Research Institute of Shandong Agricultural University" with Shandong Agricultural University to jointly build Denghai Corn Industry Research Institute of Shandong Agricultural University, focusing on corn gene editing, molecular design breeding, biological breeding, seed science and technology, cultivation physiology and other directions, strengthen scientific research; Carry out in-depth cooperation in the transformation of achievements to provide scientific and technological and intellectual support for the sustainable and high-quality development of the corn industry.
Lihe Micro: Won the bid for a project of 39.14 million yuan in April, accounting for 6.76% of the company's total operating income in 2023
Lihe Micro (688589) announced on the evening of May 6 that in April 2024, it won the bid for the fifteenth batch of procurement of State Grid Co., Ltd. in 2024 (the first bidding and procurement of metering equipment for marketing projects) (the winning bid amount is 13.7234 million yuan), and the State Grid Anhui Electric Power Co., Ltd. will bid for the first material agreement inventory public bidding and procurement in 2024 (the winning bid amount is 25.4195 million yuan). The total amount of bids for the above projects is about 39.1429 million yuan, accounting for 6.76% of the company's audited total operating income in 2023.
Hongsheng Huayuan: pre-won the bid for the 759 million yuan State Grid procurement project
Hongsheng Huayuan (601096) announced on the evening of May 6 that in the 19th batch of procurement of State Grid Corporation of China in 2024 (bidding and procurement of the second line installation materials for power transmission and transformation projects), Hongsheng Huayuan's subsidiaries are the winning candidates for the 1st class bidding package, and in the 20th batch of procurement of State Grid Corporation of China in 2024 (the first 35- 330 kV material agreement inventory bidding and procurement) activities, Hongsheng Huayuan's subsidiaries are the winning candidates for package 7 and other bid packages, and the pre-bid amount of the above 34 bid packages is about 759 million yuan, accounting for about 8.16% of Hongsheng Huayuan's audited operating income in 2023.
Wencan Co., Ltd.: The subsidiary obtained the designation of large-scale integrated body structural parts
Wencan Co., Ltd. (603348) announced on the evening of May 6 that the company's subsidiary Xiongbang Die Casting (Nantong) Co., Ltd. (hereinafter referred to as "Jiangsu Xiongbang") recently received a "fixed-point notification letter" from a leading new energy vehicle main engine factory, and Jiangsu Xiongbang was identified as its supplier of integrated body structural parts, providing it with large-scale integrated aluminum die-casting rear floor. The fixed-point project is expected to start mass production in the fourth quarter of 2025, with a project life cycle of four years, and the total sales amount of the whole project cycle is expected to be 450 million yuan to 500 million yuan.
Shareholders increase or decrease their holdings
High-energy environment: executives increased their holdings of 50,000 shares of the company
High Energy Environment (603588) announced that on April 30, Wu Shihui, a senior manager of the company, increased his holdings of 50,000 shares of the company through the Shanghai Stock Exchange trading system through centralized bidding transactions, with an increase of 327,400 yuan.
Zhuojin shares: Tianjin Zhong'an, a shareholder, intends to reduce its holdings of no more than 3% of the company's shares
Zhuojin shares (688701) announced that Tianjin Zhongan, a shareholder holding 5.35% of the company's shares, intends to reduce its holdings by no more than about 4,028,300 shares, and the total reduction ratio does not exceed 3% of the company's total share capital.
iKedi: Shareholders plan to reduce their holdings of no more than 1% of the company's shares
IKDI (600933) announced that XUDONG INTERNATIONALLIMITED, a shareholder of the company holding 3.65% of the company's shares, plans to reduce its holdings of the company's shares by centralized bidding by no more than 9,635,900 shares, that is, no more than 1% of the company's current total share capital.
OPMAI: Huajie Investment intends to reduce its holdings of no more than 1.9% of the company's shares
OPMAI (688293) announced that due to the shareholders' own capital needs, Ningbo Meishan Bonded Port Area Huajie Equity Investment Management Co., Ltd. - Huajie (Tianjin) Medical Investment Partnership (Limited Partnership) (hereinafter referred to as "Huajie Investment"), an 8.85% shareholder, plans to reduce its holdings of the company's shares by no more than 2,180,700 shares through block trading, and the reduction ratio does not exceed 1.9% of the company's total share capital.
Baby-friendly room: Hezhong Investment intends to reduce its holdings of no more than 3% of the company's shares
Baby-Friendly Room (603214) announced on the evening of May 6 that Partners Group Harmonious Baby Limited, a shareholder of the company holding 10.91% of the shares, plans to reduce its holdings of the company's shares by no more than 4,156,200 shares (i.e., no more than 3% of the company's total share capital) through centralized bidding and/or block trading.
Jiahe Mekang: Saifu Puxin plans to reduce its holdings of no more than 2% of the company's shares
Jiahe Mekang (688246) announced on the evening of May 6 that Suzhou Saifu Puxin Medical and Health Industry Investment Center (Limited Partnership) (hereinafter referred to as "Saifu Puxin"), a shareholder of 4.23% of the company, intends to reduce the company's shares by a total of no more than 2,770,800 shares, that is, no more than 2% of the company's total share capital, due to its own capital needs.
Fengyuan shares: Shareholder Anhui Jintong plans to reduce its holdings of no more than 3% of the company's shares
Fengyuan shares (002805) announced on the evening of May 6 that the company's 5.43% shareholder Anhui Jintong New Energy Vehicle Phase II Fund Partnership (Limited Partnership) (hereinafter referred to as "Anhui Jintong") plans to reduce the company's shares by a total of no more than 8,401,900 shares (accounting for 3% of the company's total share capital) within 3 months after 15 trading days.
United Water: Shareholders plan to reduce their holdings of no more than 3% of the company's shares
United Water (603291) announced on the evening of May 6 that UW Holdings Limited, a shareholder of the company holding 15.56% of the company's shares, intends to reduce its total holdings of the company's shares by no more than 3% of the company's total share capital through centralized bidding and block trading.
Huaihe Energy: It is planned to reduce its holdings of 10.82 million repurchased shares through centralized bidding
Huaihe Energy (600575) announced on the evening of May 6 that the company intends to continue to sell about 10,821,600 repurchased shares (accounting for 0.28% of the company's total share capital) at market prices from 15 trading days after the announcement to June 26, 2024 through centralized bidding transactions. The proceeds from the sale are used to replenish the company's working capital.
Zhongman Petroleum: Zhongman Holdings and others will reduce their holdings of the company by no more than 3% in total
Zhongman Petroleum (603619) announced on the evening of May 6 that shareholders Zhongman Holdings, Zhu Fengxue, Gongxing Investment, Gongrong Investment and Gongyuan Investment intend to reduce their holdings of the company's shares by a total of no more than 12 million shares, that is, no more than 3% of the company's total share capital.
Fengxing shares: Shareholder Chen Xiao plans to reduce his holdings of the company's shares
Fengxing shares (002760) announced on the evening of May 6 that Chen Xiao, a shareholder holding 0.67% of the company's shares (the controlling shareholder and actual controller of the company's initial public offering), plans to reduce his holdings of the company's shares by centralized bidding within 3 months after 15 trading days from the date of disclosure of the announcement.
Onlly Education: Shareholders plan to reduce their holdings of no more than 1% of the company's shares
Onlly Education (600661) announced on the evening of May 6 that the company's shareholder Shanghai Jiaotong University Industrial Investment Management (Group) Co., Ltd. (hereinafter referred to as "Jiaotong University Industrial Group") and its concerted actor Shanghai Jiaotong University Enterprise Management Center (hereinafter referred to as "Jiaotong University Enterprise Management Center") plan to reduce their holdings of no more than 1% of the company's shares in a total of 15 trading days after 15 trading days from the date of disclosure of the announcement. Jiaotong University Industrial Group and Jiaotong University Enterprise Management Center hold a total of 17,251,300 shares of the company, accounting for 6.02% of the company's total share capital.
Ruimaotong: The company's directors increased their holdings of 100,000 shares of the company
Ruimaotong (600180) announced on the evening of May 6 that Zhou Yongyong, director and deputy general manager of the company, increased his holdings of 100,000 shares of the company with his own funds through centralized bidding on May 6, accounting for 0.0092% of the company's total share capital.
Caibai shares: directors and senior executives will reduce their holdings of no more than 0.12% of the company's shares in total
Caibai shares (605599) announced on the evening of May 6 that Xie Huaping, director and executive deputy general manager of the company, Ning Caigang, deputy general manager, and Shi Lei, deputy general manager, planned to reduce their total holdings of the company's shares by no more than 900,000 shares, and the reduction ratio did not exceed 0.12% of the company's total share capital.
Liansheng Technology: Shareholder Caida Securities intends to reduce its holdings of no more than 2.5% of the company's shares
Liansheng Technology (300051) announced on the evening of May 6 that Caida Securities Co., Ltd. (hereinafter referred to as "Caida Securities"), a shareholder holding 7.10% of the company's shares, plans to reduce its holdings of the company's shares by centralized bidding transactions of no more than 3.657 million shares (i.e., no more than 1.00% of the company's total share capital) within three months from the date of disclosure of the announcement of this shareholding reduction plan ), the reduction of the company's shares by block trading does not exceed 5,485,500 shares (i.e., no more than 1.50% of the company's total share capital). The total reduction of the company's shares shall not exceed 2.50%.
Star Semiconductor: Shareholders and others will reduce their holdings of the company by no more than 2.01% in total
Star Semiconductors (603290) announced on the evening of May 6 that Zhejiang Xingdeli Textile Co., Ltd., a shareholder of 13.01% of the company's shares, intends to reduce its holdings by no more than 3.3 million shares, accounting for 1.93% of the company's total share capital; Dai Zhizhan, deputy general manager of the company, intends to reduce its holdings by no more than 90,000 shares, accounting for 0.05% of the company's total share capital; and Tang Yi (Tang Yi), deputy general manager of the company, intends to reduce its holdings by no more than 50,000 shares, accounting for 0.03% of the company's total share capital.
Jinhui Liquor: Tiesheng No. 3 plans to reduce its holdings of no more than 3% of the company's shares
Jinhui Liquor (603919) announced on the evening of May 6 that Jinan Tiesheng No. 3 Investment Partnership (Limited Partnership) (hereinafter referred to as "Tiesheng No. 3"), a shareholder of 5% of the company's shares, plans to reduce its holdings of the company's shares by centralized bidding and block trading by no more than 15,217,800 shares, and the reduction ratio does not exceed 3% of the company's total share capital.
*ST and Branch: Shareholders intend to reduce their holdings of no more than 3.45% of the company's shares
*ST Heke (002816) announced on the evening of May 6 that Zhejiang Yicheng Venture Capital Co., Ltd. (hereinafter referred to as "Zhejiang Yicheng"), a shareholder of 3.45% of the company's shares, plans to reduce its holdings of the company's shares by a total of no more than 3.45 million shares (accounting for 3.45% of the company's total share capital) within three months after three trading days from the date of disclosure of the announcement.
Shareholder buybacks
Zhongyin Cashmere: It is planned to repurchase shares for 30 million yuan to 40 million yuan
Zhongyin Cashmere (000982) announced on the evening of May 6 that it intends to use its own funds to repurchase part of the company's shares in a centralized bidding transaction, and the repurchase is necessary to maintain the company's value and shareholders' equity, and the repurchased shares will be all used for sale. The total amount of this repurchase is not less than 30 million yuan (including the number), not more than 40 million yuan (including the number), and the repurchase price does not exceed 1.92 yuan per share (including the number).
Important Announcements
Silianban Azure Biotechnology: The company's synthetic biotechnology innovation laboratory has few R&D projects and does not yet have the conditions for industrialization
Silianban Blue Biotechnology (603739) disclosed the announcement of stock trading changes, saying that recently, the company has paid attention to the relevant reports on "synthetic biology" released on the Internet and some media. The company's main business is the research and development, production and sales of enzyme preparations, microecological preparations and animal health products. The synthetic biotechnology innovation laboratory disclosed in the company's previous periodic report is mainly used for the research and development of functional proteins, sweeteners, etc., but the R&D projects in reserve are small, the investment amount is small, and it is still in the early stage of research and development, and does not yet have the conditions for industrialization.
Salt Lake Co., Ltd.: Qinghai SDIC plans to carry out strategic cooperation with China Minmetals, which may involve the change of the company's actual controller
Salt Lake Co., Ltd. (000792) announced that the company received the "Notification Letter" from the controlling shareholder Qinghai State-owned Assets Investment Management Co., Ltd. (hereinafter referred to as "Qinghai State Investment"), Qinghai State Investment intends to cooperate with China Minmetals Corporation (hereinafter referred to as "China Minmetals") in jointly building a world-class salt lake industrial base and building a world-class salt lake industry group (controlled by China Minmetals), etc., which involves the company and may involve changes in the company's controlling shareholders and actual controllers. As of now, matters related to this cooperation are under negotiation.
Changan Automobile: The investment and cooperation project with Huawei is currently being actively promoted
Changan Automobile (000625) announced that the company's investment cooperation project with Huawei is currently being actively promoted. As of the disclosure date of the announcement, the company has basically completed the financial, legal, business and technical due diligence involved in the project. At present, the two parties are in further negotiations on the key terms of the transaction. Based on the latest project progress, the Company expects to sign the definitive transaction documents no later than August 31, 2024. At present, the project is in the process of progressing, and the relevant approval and registration procedures have not yet been performed, which will not have a significant impact on the company's operating performance for the time being. The partnership will not have a significant impact on the independence of the company's business.
CVTE: It is discussing with Microsoft the integration of artificial intelligence technology in Microsoft's Teams Rooms solution
CVTE said on the interactive platform on May 6 that the company is discussing with Microsoft to integrate artificial intelligence technology applications such as Copilot into Microsoft's Teams Rooms solution.
*ST Sansheng: The Shenzhen Stock Exchange intends to decide to terminate the listing and trading of the company's shares
*ST Sansheng (300282) announced on the evening of May 6 that it received the "Prior Notice" issued by the Shenzhen Stock Exchange, and the Shenzhen Stock Exchange intends to decide to terminate the listing and trading of the company's shares.
*ST Tai'an: The Shenzhen Stock Exchange intends to decide to terminate the listing and trading of the company's shares
*ST Tai'an (002433) announced on the evening of May 6 that the company received the "Prior Notice" issued by the Shenzhen Stock Exchange, and the Shenzhen Stock Exchange intends to decide to terminate the listing and trading of the company's shares.
Guangdong Mingzhu: The controlling shareholder and its persons acting in concert intend to transfer 5.5% of the company's shares by agreement
Guangdong Mingzhu (600382) announced on the evening of May 6 that the company's controlling shareholder Shenzhen Jinxinan and its concerted actor Xingning Zhongyifu intend to transfer a total of 42,306,300 unrestricted tradable shares of the company (accounting for 5.5% of the company's total share capital) to Mingqiao Wenwen Preferred No. 2 Private Securities Investment Fund by way of agreement transfer. The equity transfer price is 4.24 yuan per share, and the total transfer price is 179 million yuan. This change in equity will not change the controlling shareholder and actual controller of the company.
Fujilai: R-lipoic acid produced by biological enzyme catalysis accounts for a relatively small proportion of revenue, and there is no clear expansion plan for the time being
Fujilai (301258) issued an announcement on the abnormal fluctuation of stock trading on the evening of May 6, and the company paid attention to the discussion of the company's business on some self-media and other platforms involving synthetic biology and related hot concepts. Biological enzyme catalysis is the development trend of the preparation of R-lipoic acid, the company's biological enzyme catalytic production of R-lipoic acid has achieved mass production, mainly used for external sales and preparation of sodium R-lipoic acid, is still in the market promotion stage, whether it can completely replace the original process depends on market demand, customer acceptance and other factors. In 2023, the company's business income will account for no more than 3% of the company's operating income, which is relatively small, and there is no clear expansion plan for the time being. Fujilai's share price has been limited by 20% for two consecutive trading days.
Jinshi Resources: The fluorite mine in front of Changshan Jinshiyan, a holding subsidiary, was temporarily suspended
Jinshi Resources (603505) announced on the evening of May 6 that the company received a report from its holding subsidiary, Zhejiang Changshan Jinshi Mining Co., Ltd. (hereinafter referred to as "Changshan Jinshi"), that the Changshan County Emergency Management Bureau found that there were 6 hidden dangers such as insufficient strength of mine filling materials in the fluorite mine in front of Changshan Jinshiyan during the on-site inspection on May 1, and the on-site treatment decision ordered the fluorite mine in front of Changshan Jinshiyan to temporarily suspend production and business, and withdraw the operators. In view of the fact that it is not yet possible to determine the specific time for the resumption of production at the fluorite mine in front of Changshan Jinshiyan, the impact of this shutdown on the company's performance cannot be predicted for the time being.
Panjiang Co., Ltd.: The first phase of the Panjiang million-kilowatt photovoltaic base project in Guanling County, a subsidiary, is connected to the grid at full capacity
Panjiang Co., Ltd. (600395) announced on the evening of May 6 that recently, the company received a report from its holding subsidiary Panjiang New Energy Power Generation (Guanling) Co., Ltd. (hereinafter referred to as "New Energy Guanling Company") that the first phase of the 1.05 million kilowatt photovoltaic base project in Panjiang County, invested and constructed by New Energy Guanling Company, has achieved full-capacity grid-connected power generation on April 30, and is expected to have an average annual on-grid power generation of 1.049 billion kW·h.
Lopal Technology: Sanjin Lithium Battery, a subsidiary, is mainly engaged in the production of solid-state battery precursors
Lopal Technology said on the interactive platform on May 6 that the company's wholly-owned subsidiary, Sanjin Lithium Battery, is mainly engaged in the production of precursors for solid-state batteries, and has built an annual production capacity of 5,000 tons of ternary precursors. In addition, Lopal Technology said that the company has signed a cooperation framework agreement with leading domestic hydrogen-powered UAV manufacturers, and the developed IV hydrogen storage bottles have also been supplied to domestic UAV manufacturers.
*ST Zuojiang: The Shenzhen Stock Exchange intends to decide to terminate the listing and trading of the company's shares
*ST Zuojiang (300799) announced on the evening of May 6 that it received the "Prior Notice" issued by the Shenzhen Stock Exchange, and the Shenzhen Stock Exchange intends to decide to terminate the listing and trading of the company's shares.
Shengda Biological: The project of "Whole Biosynthesis Technology and Green Manufacturing Demonstration of Major Vitamin Products" does not yet have the conditions for industrialization
Shengda Biotech (603079) disclosed the risk warning announcement of stock trading on the evening of May 6, saying that the synthetic biology platform disclosed by the company in the early stage currently has a strain construction, high-throughput screening, detection and fermentation platform. The "Demonstration of Whole Biosynthesis Technology and Green Manufacturing of Major Vitamin Products" jointly developed by the company and Zhejiang University aims to solve the problem of the use of toxic chemicals and high risk levels in the traditional D biotin production process. At present, it has passed the small test verification and fermentation process optimization, and has obtained 1 invention patent, but it does not yet have the conditions for industrialization.
Zongshen Power: The holding subsidiary was included in the SDN list by OFAC in the United States, and the overall impact on the company's production and operation was controllable
Zongshen Power (001696) announced on the evening of May 6 that recently, the company was concerned that the U.S. Department of the Treasury OFAC (U.S. Treasury Office of Foreign Assets Control) had included its holding subsidiary, Chongqing Zongshen Aero Engine Manufacturing Co., Ltd. (hereinafter referred to as "Zongshen Hangfa"), in the SDN list (list of specially designated nationals). Zongshen Hangfa, a holding subsidiary of the company, is an innovative enterprise dedicated to the design, development, manufacturing, sales and after-sales of small and medium-sized aero engines, mainly providing power system solutions for general aviation aircraft and unmanned aerial vehicles. After a preliminary assessment, the overall impact of Zongshen Hangfa's inclusion in the SDN list on the company's production and operation is controllable, and the company will continue to pay attention to and follow up on the development of follow-up events, further analyze and evaluate the potential impact of this matter on the company, and continue to communicate with all relevant parties to do a good job in various response work.