Central Bank: Resolutely guard against the risk of exchange rate overshoot and clarify the main ideas of monetary policy in the next stage
China's Monetary Policy Implementation Report for the first quarter of 2024 was released. The report proposes to implement a market-oriented adjustment mechanism for deposit interest rates to prevent high-interest deposits; Resolutely guard against the risk of exchange rate overshoot, prevent the formation of unilateral consensus expectations and self-reinforcement, and maintain the basic stability of the RMB exchange rate at a reasonable and balanced level; Coordinate the study of policies and measures to digest the stock of real estate and optimize the incremental housing, and promote the steady and healthy development of the real estate market.
The China Securities Regulatory Commission (CSRC) has amended the Provisions on Strengthening the Supervision of Listed Securities Companies, requiring listed securities companies to focus on their main responsibilities and main businesses
China Securities Regulatory Commission: The "Provisions on Strengthening the Supervision of Listed Securities Companies" was issued. It is clearly required that listed securities companies should strive to return to their origins, become better and stronger, and effectively assume the role of "leader" and "vanguard" leading the high-quality development of the industry with a clearer people's position, more advanced development concepts, stricter compliance and risk control, and more standardized and transparent information disclosure.
Smoothly promote the review of issuance and listing The Shanghai and Shenzhen stock exchanges resumed consideration of issuance applications on May 16
The Shenzhen and Shanghai Stock Exchange issued an announcement on the review meeting of the Listing Committee, and plans to hold the 9th review meeting of the Listing Review Committee on May 16 to review the company's application for issuance and listing. Market participants believe that the Shenzhen and Shanghai exchanges held a meeting of the listing committee, which is a concrete embodiment of the implementation of the new regulations on issuance and listing, and the continuous and steady promotion of the review of issuance and listing.
People familiar with the matter said that China is considering reducing the investment of mainland individual investors in Hong Kong stocks through the Hong Kong Stock Connect
According to people familiar with the matter, China is considering reducing the 20% income tax that mainland individual investors need to pay when they invest in Hong Kong stocks through the Hong Kong Stock Connect when they receive dividends and dividends, so as to avoid double taxation between the two places. CICC said that if the dividend tax reduction and exemption of Hong Kong Stock Connect is implemented, it is expected to further boost the investment enthusiasm of mainland investors for Hong Kong stocks, especially those related to high dividends, which will boost sentiment in the short term and help improve the liquidity of the Hong Kong stock market in the long term.
Biden was revealed to announce new tariffs on Chinese electric vehicles as soon as next week, China: The United States is wrong on top of wrong
Biden announced new tariffs on China's strategic sectors, including electric vehicles, semiconductors and solar energy, as soon as next week, according to people familiar with the matter. In this regard, Foreign Ministry spokesman Lin Jian said that he urged the US side to earnestly abide by the rules of the WTO, cancel all additional tariffs imposed on China, let alone increase tariffs. China will take all necessary measures to defend its rights and interests.
The United States has added a number of Chinese entities to the "Entity List" for export control, the Ministry of Commerce responded
The U.S. Department of Commerce announced the addition of a number of Chinese entities to the "Entity List" for export control. In this regard, the spokesperson of the Ministry of Commerce said that China has taken note of the relevant situation. China firmly opposes the US inclusion of 37 Chinese entities on the "Entity List" for export control on the grounds of so-called military and Russia-related issues. China urges the US to immediately stop its erroneous practices and will take necessary measures to resolutely safeguard the legitimate rights and interests of Chinese companies.
The U.S. added 37 Chinese entities to a trade blacklist, China responded
The U.S. Commerce Department has blacklisted 37 Chinese entities, including some accused of supporting a "Chinese balloon" that flew over the U.S. last year. In this regard, Foreign Ministry spokesperson Lin Jian said that he urged the US side to stop generalizing the concept of national security, stop politicizing, instrumentalizing and weaponizing economic, trade and scientific and technological issues, and stop abusing various sanctions lists to unreasonably suppress Chinese companies. China will continue to take necessary measures to resolutely safeguard the legitimate rights and interests of Chinese companies.
The new bill of the US Congress will control the export of large AI models, the Ministry of Foreign Affairs responded
A bipartisan panel in the U.S. House of Representatives has introduced a bill that would make it easier for the Biden administration to impose export controls on artificial intelligence (AI) models so that U.S. technology doesn't fall into the hands of "foreign bad actors." In this regard, Foreign Ministry spokesperson Lin Jian said that the US should implement its commitment not to seek decoupling from China and not hinder China's development, stop protectionist practices, stop blocking and restricting science and technology against China, and stop disrupting the international economic and trade order. China will take necessary measures to firmly safeguard its legitimate rights and interests.
The State-owned Assets Supervision and Administration Commission of the State Council carried out the layout and construction of the second batch of original technology sources of central enterprises
The State-owned Assets Supervision and Administration Commission of the State Council recently launched the second batch of original technology source construction of central enterprises, supporting 40 central enterprises to lay out 52 original technology sources in 36 fields such as quantum information, brain-like intelligence, and biomanufacturing. After the two batches of layout, a total of 58 central enterprises undertook the construction of 97 original technology sources.
Strengthen the digital foundation, and the National Data Bureau will accelerate the upgrading and deployment of digital infrastructure
The next step will be to consolidate the digital foundation. Accelerate the upgrading and deployment of digital infrastructure, and accelerate the construction of digital infrastructure such as industrial Internet, computing power, and mobile Internet of Things. Continuously improve key capabilities. Accelerate research on data security technology systems, strive to improve the level of technical support for data security, and build a solid network security barrier. Promote technological innovation in the field of data and continue to make new breakthroughs.
Passenger Car Association: In April, the retail sales of the national passenger car market were 1.532 million units, a year-on-year decrease of 5.7%_
In April, the national passenger car market retailed 1.532 million units, down 5.7% year-on-year and 9.4% month-on-month. Wholesale sales of new energy passenger vehicles reached 785,000 units in April, up 30.0% year-on-year and down 3.7% month-on-month. Retail sales of new energy vehicles in April totaled 674,000 units, up 28.3% y/y and down 5.7% m/m.
Shenzhen Stock Exchange: A total of 129 abnormal securities trading behaviors were taken in May.
From May 6 to May 10, the Shenzhen Stock Exchange took self-regulatory measures against a total of 129 abnormal securities trading behaviors, involving abnormal trading situations such as intraday lifting and suppression, false declarations, etc.; Focus on monitoring abnormal securities such as "Zhengdan shares" and "Langyuan shares"; A total of 36 major matters of listed companies were verified.
Financial circle fryer! The well-known private equity Ruifengda assets exploded, and the product could not be redeemed, and the police seized the Shanghai office
A rumor of 20-5 billion private placement "Ruifengda assets running away" is circulating in the asset management circle, and after verification by many parties, the relevant rumors are basically true. It is reported that the full name of the private placement involved is Zhejiang Ruifengda Asset Management Co., Ltd., and the private placement product is currently unredeemable, the actual controller of the company has lost contact, and some investors have reported the case. According to the relevant information, further investigation shows that Ruifengda's products have multi-layer nesting, and the funds are invested in a number of private placements, and the bottom is invested in a number of new third board stocks such as Jia Tianjian, which is suspected to be a high-level takeover from the operational point of view.
A shares are heavy! Major changes in northbound funding! Real-time transaction amounts will no longer be disclosed
Chances are, today is the last time we see a real-time change in northbound funding. The exchange previously issued a notice that it was ready to adjust the information disclosure mechanism of Stock Connect, and the first stage was that the Hong Kong Stock Exchange would no longer disclose real-time trading information of Stock Connect, which was expected to be implemented in a month later (May 12).
Announcement of well-known enterprises: It is planned to use up to 4 billion yuan to buy financial management! It has not paid dividends for three years, and the cash on the books has reached 6.19 billion yuan
On the evening of May 10, Fangda Carbon (600516) disclosed that the company and its holding subsidiaries plan to use their own funds to purchase financial products with high security and good liquidity. Within 12 months from the date of approval by the general meeting of shareholders, the amount of wealth management products purchased shall not exceed 4 billion yuan.
"There will be no rate cuts this year"! Fed officials have the most "hawkish" view
On Friday, May 10, local time, the three major U.S. stock indexes were mixed. At the close, the Dow rose 0.32%, the Nasdaq fell 0.03%, and the S&P 500 rose 0.16%.
Michelle Bowman of the Federal Reserve said on Friday that she did not expect the Fed to cut interest rates in 2024 as it was appropriate given persistently high inflation. Michelle Bowman is the first Fed official to directly say that he will not cut interest rates in recent times.
In terms of economic data. The preliminary value of the University of Michigan consumer sentiment index in May was 67.4, with an expectation of 76 and a previous value of 77.2, a six-month low.
Consumer prices rose 0.3% year-on-year in April 2024
In April 2024, the national consumer price rose by 0.3% year-on-year. Among them, the urban area increased by 0.3%, and the rural area increased by 0.4%; Food prices fell by 2.7 percent and non-food prices rose by 0.9 percent; Consumer goods prices were flat, while service prices rose by 0.8 percent. From January to April, the national consumer price rose by 0.1 percent over the same period of last year.
In April, the national consumer price rose by 0.1% month-on-month. Among them, the urban area rose by 0.1%, and the rural area was flat; Food prices fell by 1.0 percent and non-food prices rose by 0.3 percent; Consumer prices fell by 0.1 percent and service prices rose by 0.3 percent.
Latest! Oil prices may be adjusted again, and gasoline and diesel are expected to be reduced by 200 yuan/ton
Good news! Domestic oil prices are expected to usher in "two consecutive drops"!
According to the monitoring data of professional institutions, on May 11, the domestic reference crude oil change rate on the 7th working day was -4.64%, and it is expected that gasoline and diesel will be reduced by 200 yuan/ton, which greatly exceeds the red line of 50 yuan/ton. Judging from the recent oil price trend, the probability of this round of oil price reduction is relatively high.
According to the current reduction rate, domestic oil prices will be reduced by 0.15~0.17 yuan/liter. Car owners want to fill up a car with a fuel tank of 50L, which will save 7.5~8.5 yuan.
Of course, there are still 3 working days before the final oil price adjustment, and whether the oil price can be smoothly lowered and the extent of the reduction still needs to wait for the notice of the National Development and Reform Commission. The next round of oil price adjustment will be at 24 o'clock on May 15 (next Wednesday), and friends who drive oil trucks can look forward to it together.
The list of "picking stars and taking off hats" is here! More than 40 ST shares have submitted applications
With the completion of the disclosure of the 2023 annual report and the first quarter report of 2024, a number of listed companies have been ST, sounding the "alarm bell" for delisting. However, at the same time, there are also some *ST companies and ST companies (hereinafter collectively referred to as "ST companies") due to the improvement of fundamentals, applying for the withdrawal of risk warnings, and are expected to complete the "star picking" and "hat off".
According to statistics, as of press release on May 11, a total of more than 40 ST companies have applied for the withdrawal of delisting risk warnings and other risk warnings since the beginning of this year. Thereinto. There are 12 *ST companies applying for a complete "star removal and hat removal", 19 companies applying for the withdrawal of delisting risk alerts (star picking), and 11 companies applying for the withdrawal of other risk warnings (taking off their hats).
Boom! It's "second light" again, and you can't grab it at all! Savings bonds reappear in the "daylight" market
On May 10, a new issue of savings treasury bonds was officially issued, and the market once again staged a "daylight" market.
It is reported that from May 10 to 19, the Ministry of Finance will issue the third and fourth phases of this year's certificate-type savings treasury bonds. According to the issuance announcement, the maximum total issuance amount of the two phases of treasury bonds is 30 billion yuan, which is 3 years and 5 years, and the coupon annual interest rates are 2.38% and 2.5% respectively.
A number of bank branch practitioners told reporters that basically all of them were sold out within a few hours, and investors' enthusiasm for subscription continued unabated, that is, they could only buy it immediately at the beginning of the sale.
The former tens of billions of giants have been delisted for 9 years! Seven companies received prior notices of termination of listing
The supervision of delisting has been continuously strengthened, and the survival of the fittest in A-shares has accelerated.
Recently, the former industry giant with a market value of more than 10 billion yuan, ST Meishang (300495), received a prior notice from the Shenzhen Stock Exchange and a risk warning announcement that the company's shares may be terminated. According to the announcement, from April 8, 2024 to May 8, 2024, the closing price of *ST Meishang's shares for 20 consecutive trading days was lower than 1 yuan, which touched the termination of the listing of shares as stipulated in Article 10.2.1, Paragraph 1, Item 2 of the GEM Stock Listing Rules (2024 Revision), and the Shenzhen Stock Exchange intends to decide to terminate the listing and trading of the company's shares.
Seven companies received prior notices of termination of listing
With the issuance of the new regulations, the supervision of delisting has been continuously strengthened, and the survival of the fittest in A-shares has accelerated. According to the announcement statistics, since the beginning of this year, 7 companies have received prior notices of termination of listing, in addition to *ST Meishang, *ST Zuojiang, *ST Sansheng, etc., *ST Xinhai is also involved in financial fraud.
Outburst! The new strain of the new crown has struck many countries in an emergency! WHO strikes urgently!
New variants of the coronavirus have struck.
U.S. health authorities have recently issued a warning that the so-called new variant of FLiRT is spreading rapidly across the United States, causing widespread concern. According to the latest data disclosed by the Centers for Disease Control and Prevention (CDC), the main variant circulating in the United States today is the "FLiRT" family led by KP.2, of which KP.2 has accounted for 25% of infections.
Big news! The two major A-share photovoltaic giants signed a huge contract of 39.1 billion yuan
On May 10, Tongwei Co., Ltd., an A-share listed company, announced that six subsidiaries of the company recently signed sales contracts for high-purity crystalline silicon products with LONGi Green Energy and its nine subsidiaries, agreeing that from 2024 to 2026, LONGi Green Energy will purchase a total of no less than 862,400 tons of high-purity crystalline silicon products from Tongwei Co., Ltd., and the total amount of the contract is expected to be about 39.1 billion yuan.
Who is the best in the bulk market? Former Soros deputy: Copper is the "most preferred" in the next five or six years!
Billionaire investor Stanley Druckenmiller, founder of the Duquesne Family Office, said a few days ago that copper prices will hit record highs in the next five to six years.
Multiple strands of slashing! ST Sector Accelerated Decline More than ninety percent of ST stocks fell during the year
After the end of the annual report season, ST stocks (including ST shares and *ST shares, the same below) started a new round of decline, and the decline has accelerated, including *ST Baoli, *ST Baan, *ST Yinjiang, and many stocks have even halved in the past five trading days.
Market data shows that the ST sector index has fallen by about 9% since May, and the index has fallen by more than 30% since the beginning of this year. Previously, in 2022 and 2023, the index had fallen for two consecutive years.
In an interview with the Securities Times, Chen Jianhua, a strategic analyst at Yintai Securities, said that at present, the domestic capital market continues to promote the deepening of reform, and a series of institutional arrangements promote the acceleration of the formation of a normalized delisting pattern that should be withdrawn and cleared in a timely manner, which has reduced the value of "shell" resources and intensified the adjustment pressure faced by the ST sector.
Late at night! Since 2024, the number of corporate meetings has decreased by nearly 80% year-on-year
On the evening of May 10, the Shanghai and Shenzhen stock exchanges both issued announcements of the listing committee review meeting, intending to review the company's application for issuance and listing on May 16. Among them, 1 Shenzhen IPO issuance and listing application was reviewed, and 1 Shanghai stock exchange refinancing application was reviewed.
Since the Spring Festival in 2024, there has been no IPO company in the A-share market for three consecutive months to be reviewed by the Listing Committee. The exchange's most recent listing committee meeting was in early February, which means that there has been no IPO meeting for three months.
In terms of the Shanghai Stock Exchange, the update time for the acceptance of applications for companies to be listed on the stock market is stuck on December 31, 2023. Since the 12th Review Meeting of the Listing Committee in 2024 was held on 5 February 2024, the 13th Review Meeting has not been scheduled for a long time.
Soaring by more than 60% in a month! Which companies benefit from the increase in manganese ore prices?
Recently, the price of manganese ore has continued to rise, and the price has risen by more than 60% within a month, causing the stock prices of relevant listed companies to rise sharply. On March 16-17, 2024, Cyclone Meghan severely affected the operations of South32's GEMCO facility in Australia and caused the mine to suspend operations on March 18, with South32 emailing that the cessation of shipments from the mine will continue to affect at least until June 2024.
The beneficiaries of the increase in the price of manganese ore are mainly the owners of manganese ore. The leader of the manganese industry in mainland China is Southern Manganese Industry, which has manganese ore resources of 110 million tons (equity of 91.41 million tons) and tastes 23.5%; The main products of Western Gold are standard gold, electrolytic manganese metal and manganese ore, with 2 manganese mines (reserves of 12.09 million tons); Xiangtan Dianhua Nanmu Chongmanganese Mine currently has manganese ore reserves of 194,100 tons, with an average grade of 15.12%; The total production capacity of the two manganese mines of Hongxing Development Sun Company is about 250,000 tons/year; Sinosteel Tianyuan, which does not have manganese ore, said it was looking to acquire manganese ore resources.
The artificial meat plate suddenly exploded
On the 10th, the artificial meat index rose 4.78% against the market, and the constituent stocks set off a tide of daily limits. Among them, Xuerong Biological, Shuangta Food, Jiahua Shares, Suobao Protein, Oriental Group, Zuming Shares and Chengzhi Shares 7 shares rose by the limit, Dongbao Biology rose by more than 11%, and Lingge Technology rose by 7.56%. There are also many stocks such as Meiyingsen and Tang Renshen.
In terms of policy, the 2024 government work report pointed out that it is necessary to actively cultivate emerging industries and future industries, and actively build new growth engines such as biomanufacturing, commercial aerospace, and low-altitude economy. This is the first time that "biomanufacturing" has been written into the government work report.
On the news side, a national biotechnology and biomanufacturing action plan is expected to be introduced in the near future. In the capital market, the concept of synthetic biology has set off a boom. Relevant personnel said that after the maturity of synthetic biotechnology, it will be mostly used in medical, agricultural, food and other fields. For example, in daily food, artificial meat and artificial fat cultured by animal cells will become possible.
According to the Global Meat Analogue Market Report 2023, the cultivated meat market will further grow to USD 390 million by 2027, growing at a CAGR of 18.3%.
According to statistics, in the A-share market, there are about 21 artificial meat concept stocks. Fuxiang Pharmaceutical said on the investor interactive platform that the company's microbial protein can be widely used in artificial meat, protein drinks, pet food and other fields. Shuangta Foods said that the company uses biological fermentation technology and enzymatic hydrolysis technology to synthesize artificial meat, etc.
The rare earth leader raised its listing price for the first time in half a year
According to the official website of the Northern Rare Earth Group, on May 6, the Northern Rare Earth Group announced the listed prices of rare earth products in May, with the price of praseodymium neodymium oxide being 393,200 yuan/ton, the price of neodymium oxide being 401,500 yuan/ton, the price of praseodymium and neodymium metal being 488,000 yuan/ton, and the price of neodymium metal being 498,000 yuan/ton, respectively, an increase of 7.52%, 7.35%, 7.25% and 7.1% compared with April.
According to the business community, on May 7, the price of some prices in the domestic light rare earth market rose, the price of praseodymium and neodymium metal was 505,000 yuan/ton, the price of praseodymium neodymium oxide rose by 5,000 yuan/ton to 407,500 yuan/ton, the price of neodymium oxide rose by 5,000 yuan/ton to 410,000 yuan/ton, and the price of praseodymium oxide rose by 5,000 yuan/ton to 412,500 yuan/ton. The price of light rare earth in China has risen, the downstream procurement situation is normal, and it is expected that the price will fluctuate higher in the later period.
Guojin Securities released a research report saying that the listing price of northern rare earth, as a light rare earth leader, often has certain guiding significance. On the whole, since the beginning of 2022, the price of praseodymium neodymium oxide has peaked and fallen, and the listed price of rare earth in the north has generally fallen or remained flat, and only rebounded from September to October 2023; This is the first increase since November 2023, which is of great significance for thickening industry confidence.
Seven departments jointly issued, related to the standardization of pension institutions pre-charged! The silver economy is booming, and these high-performing concept stocks are sought after by institutions
According to the website of the Ministry of Civil Affairs, on May 10, the Ministry of Civil Affairs and other seven departments issued the "Guiding Opinions on Strengthening the Supervision of Advance Fees for Pension Institutions" (hereinafter referred to as the "Guiding Opinions").
The "Guiding Opinions" mentioned that before 2025, establish and improve the cross-departmental pension institution pre-charge supervision mechanism, further optimize the coordinated supervision, effectively improve the ability to monitor and early warn of pre-charged funds, investigate risks and hidden dangers and deal with violations of laws and regulations, make the pension service market more fair and orderly, effectively reduce the risk of illegal fundraising, and steadily improve the satisfaction of the elderly with pension service consumption.
The "Guiding Opinions" has a total of 14 requirements in 4 parts, the main content of which is to define the connotation of pre-charges, and to include the pension service fee, deposit and membership fee into the full scope of supervision; The second is to clarify the collection requirements, limit the maximum time limit for the collection of pension service fees and the maximum amount of deposit deposits, and list the "negative list" of membership fee collection; the third is to emphasize the use of the use to prevent the pension institutions from becoming a platform for collecting money; Fourth, it has strengthened diversified supervision, and put forward the requirements for the classified management of pre-collected funds and the classified disposal of risks and hidden dangers.
In the face of this emerging market, many A-share listed companies have been making business layouts in the pension industry.
Seazen Holdings: The company holds 80% of the equity of Seazen Holding Group Pension Service Co., Ltd., and its business scope includes pension services, health consulting services, nursing institution services, etc.
Henghua Technology: The company is a service provider of digital application and operation in the industry, and has developed a Desheng worry-free elderly care platform around home care services, which is supported by modern information technologies such as big data, Internet of Things, artificial intelligence, and blockchain, and takes community home care as the main body, covering the whole process of integrated services such as home life, elderly care services, and interest associations.
Ousheng Electric: The company's nursing robots are mainly used for the elderly who are unable to take care of their own urine and urine such as disability and dementia, or special groups of people who are inconvenient to solve their own urine and urine during the recovery period after surgery.
Junzheng Group: A wholly-owned subsidiary plans to invest in the construction of chemical ships
Junzheng Group (601216) announced that its wholly-owned subsidiaries SC International FZE and JZ Logistics Holding (Overseas) Co., Ltd. have signed contracts with Wuchang Shipbuilding Industry Group Co., Ltd. (hereinafter referred to as "Wuchang Shipbuilding") for the construction of a total of five chemical ships with a total of 25.9K dwt; FZE has signed a ship construction option agreement with Wuchang Shipbuilding, reserving the option of no more than 5 ships of the same type, and the ship order option will be exercised by the company at its discretion according to the actual situation. The total price of all the above-mentioned chemical vessels shall not exceed RMB 3.2 billion including tax.
Ningbo Huaxiang: It is planned to acquire 47.5% of the shares of Ningbo Shilamb for about 1.473 billion yuan
Ningbo Huaxiang (002048) announced on the evening of May 10 that the company intends to invest 1.4725 billion yuan in cash to acquire 47.5% of the shares of Ningbo Shiram and 99.5% of the shares of Japan's Shiram, 100% of South Korea's Shiram and 10% of Singapore's Shiram. Ningbo Shiram is mainly engaged in the production and sales of automotive line protectors and new energy battery protection products, the main products are bellows, buckles, guide troughs, battery module plastic parts, cooling water pipes, etc. The consolidated revenue for 2023 will be 2.247 billion yuan and the net profit will be 308 million yuan.
Tongwei Co., Ltd.: Signed a sales contract for high-purity crystalline silicon with LONGi Green Energy from 2024 to 2026
Tongwei Co., Ltd. (600438) announced on the evening of May 10 that six subsidiaries of the company (hereinafter referred to as the "seller") recently signed a sales contract for high-purity crystalline silicon products with LONGi Green Energy and its nine subsidiaries (hereinafter referred to as the "buyer"), agreeing that from 2024 to 2026, the buyer will purchase a total of no less than 862,400 tons of high-purity crystalline silicon products from the seller, and the purchase price will be determined through monthly negotiation, and the total contract transaction amount shall be subject to the final transaction amount. Based on the average transaction price of 45,300 yuan/ton of domestic N-type materials announced by the Silicon Branch of China Nonferrous Metals Industry Association in the latest phase (May 8, 2024), the total amount of this contract is expected to be about 39.1 billion yuan (including tax).
Zheshang Securities: intends to participate in the auction of 7.4159% shares of Guodu Securities
Zheshang Securities (601878) announced on the evening of May 10 that Tongfang Venture Capital and Jiarong Investment publicly listed and transferred 347 million shares and 85,362,800 shares of Guodu Securities held by them respectively, with a transfer floor price of 911 million yuan and 224 million yuan respectively, with a total transfer share ratio of 7.4159%; The company intends to participate in this auction. In the case of the successful completion of the relevant transactions announced recently, the company will acquire a total of about 1.997 billion shares of Guodu Securities (corresponding to 34.2546% shares of Guodu Securities).
United Win Laser: It basically cooperates with major domestic power battery manufacturers, including solid-state and semi-solid-state battery manufacturers
United Win Laser said on the interactive platform on May 10 that the company has solid-state battery-related business cooperation with SAIC Motor and GAC Group. The company has been doing solid-state battery equipment for more than two years, there are three or four customers, one or two hundred million orders, there is no major problem in technology, if the solid-state battery development is good, it can bring new equipment needs to the company. The company's products have a high market share in the field of power batteries, and basically cooperate with major domestic power battery manufacturers, including solid-state and semi-solid-state battery manufacturers. The domestic solid-state battery head enterprises Qingtao Power, Weilan and CATL are all customers of the company.
Guodun Quantum: It is planned to sign a sales contract for quantum communication related products with Zhejiang Guodun Power
Guodun Quantum (688027) announced that the company intends to sign a sales contract with Zhejiang Guodun Electric Power to sell quantum communication related products to Zhejiang Guodun Electric Power, with a contract amount of 4.0456 million yuan, and the company intends to sign a service contract with China Telecom Quantum Technology to provide related services to China Telecom Quantum Technology, with a contract amount of 2.7988 million yuan.
Zhongjian Technology: The chairman and general manager proposed to repurchase shares for 15 million to 30 million yuan
Zhongjian Technology (300777) announced on the evening of May 10 that Yang Yonggang, chairman of the company, and Wen Yuefang, general manager of the company, proposed that the company use its own funds to repurchase part of the company's shares for employee stock ownership plans or equity incentives, and the total amount of funds to repurchase shares is not less than 15 million yuan (inclusive) and not more than 30 million yuan (inclusive).
Conglin Technology: Specific plans for stock price stabilization measures will be formulated within 10 days
Conglin Technology (688370) announced on the evening of May 10 that from April 10, 2024 to May 10, 2024, the closing price of the company's shares has been lower than the latest audited net assets per share for 20 consecutive trading days, meeting the conditions for triggering the launch of stock price stabilization measures. According to the Stock Price Stabilization Plan, the Company will formulate a specific plan for the stock price stabilization measures within 10 days from the date on which the stock price triggers the conditions for initiating the stock price stabilization measures (May 10, 2024).
Zhongke Cloud Network: Signed a sales contract with Suzhou GCL for 1600MW N-type monocrystalline cells
Zhongke Cloud Network (002306) announced on the evening of May 10 that the company signed the "Cell Sales Contract" with GCL Integrated Technology (Suzhou) Co., Ltd. (hereinafter referred to as "Suzhou GCL"), agreeing that the company will supply N-type monocrystalline cells with conversion efficiency of 24.6% and above to GCL Suzhou in batches in 2024, with a total of 1,600MW.