The executive meeting of the State Council deliberated and approved the "Action Plan for Digital Transformation of Manufacturing Industry"
The executive meeting of the State Council deliberated and approved the Action Plan for Digital Transformation of the Manufacturing Industry. The meeting pointed out that the digital transformation of the manufacturing industry is an important measure to promote new industrialization and build a modern industrial system. According to the diversified and personalized needs of the manufacturing industry, typical scenarios should be explored in different industries and fields. Accelerate the research of core technologies and the promotion and application of achievements, and do a good job in equipment networking, mutual recognition of protocols, standard formulation, platform construction, etc. It is necessary to increase support for the digital transformation of small and medium-sized enterprises, organically combine it with large-scale equipment renewal actions and the implementation of technological transformation and upgrading projects, improve public service platforms, and explore the formation of a long-term mechanism to promote the digital transformation of small and medium-sized enterprises.
Central Bank: In the first four months, new social financing was 12.73 trillion yuan and new loans were 10.19 trillion yuan
At the end of April, the balance of broad money (M2) was 301.19 trillion yuan, a year-on-year increase of 7.2%. The balance of narrow money (M1) was 66.01 trillion yuan, down 1.4% year-on-year. The balance of money in circulation (M0) was 11.73 trillion yuan, a year-on-year increase of 10.8%. In the first four months, the net cash injection was 386.6 billion yuan. In the first four months, RMB loans increased by 10.19 trillion yuan. According to preliminary statistics, the cumulative increase in the scale of social financing in the first four months of 2024 was 12.73 trillion yuan, 3.04 trillion yuan less than the same period last year.
The central bank is released! Clarify the main ideas of monetary policy in the next stage
The central bank has clarified the main ideas of monetary policy in the next stage. On May 10, the People's Bank of China released the "Report on the Implementation of China's Monetary Policy for the First Quarter of 2024", which explained the policy orientation and focus for the next stage on the basis of reviewing the policy effectiveness since the beginning of this year and comprehensively analyzing the current economic and financial situation, and released a positive signal.
Central Bank: Coordinate the study of policy measures to digest the stock of real estate and optimize the incremental housing
On May 10, the People's Bank of China (PBOC) released its report on China's monetary policy implementation for the first quarter of 2024. Among them, in the main idea of monetary policy in the next stage, it is mentioned that the guiding role of monetary and credit policy should be given full play. Adhere to the principle of "focusing on key points, being reasonable and moderate, advancing and retreating", maintain the stability of the re-lending and re-discounting policy, and make good use of inclusive small and micro loan support tools. According to the city's policies, we will accurately implement differentiated housing credit policies, better support the demand for rigid and improved housing, meet the reasonable financing needs of real estate enterprises with different ownership systems without discrimination, and coordinate the study of policies and measures to digest the stock of real estate and optimize the incremental housing, so as to promote the stable and healthy development of the real estate market. Strengthen the financial guarantee for the construction of affordable housing, urban villages, and public infrastructure construction, and promote the acceleration of the construction of a new model of real estate development.
Liu Liehong, director of the National Data Bureau: Accelerate the construction of digital infrastructure such as industrial Internet, computing power, and mobile Internet of Things
Liu Liehong, director of the National Data Bureau, said at a press conference of the State Council Information Office on the 10th that 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.
National Bureau of Statistics: CPI rose 0.3% year-on-year in April, PPI fell 2.5% year-on-year
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 the previous 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.
The State Administration for Market Regulation issued the Interim Provisions on Online Anti-Unfair Competition, which came into force on September 1
The State Administration for Market Regulation issued the Interim Provisions on Anti-Unfair Competition Online. The State Administration for Market Regulation will strengthen the training and guidance of local market regulation departments, strive to do a good job in regulating and investigating online unfair competition, effectively safeguard the legitimate rights and interests of business operators and consumers, promote orderly competition and innovative development of all types of business entities, and promote the high-quality development of the digital economy with high-quality and efficient anti-unfair competition supervision and law enforcement.
Major changes in northbound funding! Adjustments to Stock Connect Trading Disclosure Arrangements Real-time transaction amounts will no longer be disclosed
In terms of Stock Connect, first, the Hong Kong Stock Exchange has adjusted the real-time disclosure arrangement of transaction information, and no longer discloses the real-time buy transaction amount, sell transaction amount and total transaction value of Shanghai and Shenzhen Stock Connect; When the quota balance of SSE Stock Connect is greater than or equal to 30% on the day, "sufficient quota" will be displayed; When it is less than 30%, the quota balance will be announced in real time. Second, the Shanghai and Shenzhen Stock Exchanges will adjust the after-hours disclosure arrangement to: disclose the total trading volume and total number of transactions of Stock Connect, the total trading volume of ETFs, the list of the top 10 actively traded securities and their total trading volume after the market closes every day, and publish the summary of the above data on a monthly and annual basis. On the 5th trading day of each quarter, the total number of shares held by investors in a single security at the end of the previous quarter will be announced.
China Securities Regulatory Commission Revised and Issued the Provisions on Strengthening the Supervision of Listed Securities Companies
The revision highlights goal-oriented and problem-oriented, and clearly requires listed securities companies to 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 risk control, and more standardized and transparent information disclosure. The promulgation and implementation of the "Provisions" will help supervise and guide the securities industry to fully practice the path of financial development with Chinese characteristics, fully implement the nine articles of the new country, and comprehensively improve the level of serving the real economy and investors.
The China Securities Regulatory Commission (CSRC) filed an investigation into Zhejiang Ruifengda Asset Management Co., Ltd
Recently, the media reported that the actual controller of Zhejiang Ruifengda Asset Management Co., Ltd. "ran away", which attracted the attention of all parties. I will attach great importance to it, act quickly, and organize the China Securities Regulatory Bureau, the Asset Management Association and other relevant units to carry out verification. Judging from the current situation, Ruifengda Company is suspected of a number of violations of laws and regulations, and I will decide to file a case for investigation and strictly deal with it in accordance with the law. The association has reported the situation to the public security organs and other authorities to strengthen coordination and cooperation. In the next step, we will work with relevant parties to actively and steadily promote risk disposal, maintain market order, and effectively protect the legitimate rights and interests of investors.
The Ministry of Finance will hold a mobilization meeting for the issuance of ultra-long-term special treasury bonds next Monday
The reporter learned that in order to make every effort to ensure the smooth and smooth development of the issuance of ultra-long-term special treasury bonds, the Treasury Department of the Ministry of Finance decided to hold a mobilization and deployment meeting for the issuance of ultra-long-term special treasury bonds, which was scheduled for 9 a.m. on May 13. The person in charge of the book-entry treasury bond underwriting business of each unit needs to attend the meeting. On April 22 this year, Wang Jianfan, director of the Budget Department of the Ministry of Finance, said at a press conference of the State Council Information Office that the issuance of ultra-long-term special treasury bonds would be launched in a timely manner according to the allocation of ultra-long-term special treasury bond projects.
China Association of Automobile Manufacturers: Sales of new energy vehicles in April were 850,000 units, a year-on-year increase of 33.5%
According to data released by the China Association of Automobile Manufacturers, vehicle production and sales in April reached 2.406 million units and 2.359 million units, down 10.5% m/m and 12.5% m/m and up 12.8% and 9.3% y/y, respectively. From January to April, vehicle production and sales reached 9.012 million units and 9.079 million units, up 7.9% and 10.2% y/y, respectively, with production growth increasing by 1.5 percentage points and sales growth decreasing by 0.3 percentage points from January to March.
Is the dividend tax of Southbound Securities Connect considered for reduction? HKEX: No comment
Recently, there has been market news that regulators are considering reducing the 20% income tax that mainland individual investors need to pay when they invest in Hong Kong-listed companies through the Hong Kong Stock Connect. In March this year, the chairman of the Hong Kong Securities and Futures Commission, Tim Lui, also proposed to reduce the tax level of dividends and dividends for individual investors in the Hong Kong Stock Connect, and reduce the access standards for mainland investors in the Hong Kong Stock Connect. The reporter asked the Hong Kong Stock Exchange for confirmation, and the Hong Kong Stock Exchange did not comment.
Regulatory deployment of public offering commission reduction internal training will be at least six key points to emphasize the end of next month for the completion of the deadline
On May 10, AMAC conducted internal training for fund companies, publicized the reduction of public offering commission rates, and answered questions about the implementation steps and implementation rules of the new commission reduction regulations, such as making clear requirements for the definition of commission rates for index-enhanced funds questioned by fund companies, which will be implemented in accordance with index fund standards. In addition, the training meeting also conveyed the idea of strict supervision, and the AMAC and the Supervision Bureau will carry out normalized special inspections at the end of this year and early next year.
The Shanghai Stock Exchange held a network-wide test: the dividend business will be taxed according to the QFII agreed tax rate
The reporter learned from the industry on May 11 that in order to better support the exemption and reduction of dividend income tax for QFIIs and RQFIIs enjoying tax treaty treatment, ChinaClear will calculate its dividend and dividend income tax according to the tax treaty arrangement. In order to ensure the effectiveness of the tax calculation function of the dividend business and the correctness of the interface file processing, ChinaClear Shanghai Branch will organize a network-wide test on May 11 (Saturday) to verify the correctness of the data transmission and processing involved in the distribution and taxation of the dividend business and the dividend distribution results of the QFII account. The participating units include ChinaClear Shanghai Branch and clearing participants (securities companies, custodian banks).
The research team of the National Development and Reform Commission went to Changchun City to inspect the low-altitude economy
Changxing Airlines' official WeChat news today, from May 8th to May 10th, the relevant units of the National Development and Reform Commission organized a research team to visit Changchun City to inspect the low-altitude economy. On May 9, at the Changchun Urban Area (Development Zone) Research Symposium held by the Changchun Municipal Party Committee and Municipal Government, the research team of the National Development and Reform Commission, relevant municipal departments, relevant urban areas (development zones) of Changchun City, industry associations and related enterprises jointly exchanged speeches on the development of low-altitude economic basic advantages, industrial status, infrastructure, application scenarios, reform measures, policy suggestions, etc. On the afternoon of May 10, the research team of the National Development and Reform Commission inspected the China-South Korea Demonstration Zone. It is reported that the total construction area of the UAV Manufacturing Industrial Park in the China-South Korea (Changchun) International Cooperation Demonstration Zone is about 178,500 square meters, which will be constructed in two phases.
Beijing Municipal Commission of Housing and Urban-Rural Development: In 2024, it plans to supply 6 million square meters of commercial housing
The Beijing Municipal Commission of Housing and Urban-Rural Development issued the "2024 Beijing Housing Development Annual Plan" on May 11, planning to arrange a lower limit of 300 hectares of commercial housing land supply and 300 hectares of storage. It is planned to arrange 460 hectares of affordable housing land, including 200 hectares of affordable housing land for rent and distribution, actively guide the layout of affordable housing land to key functional areas and rail stations, clarify the list of plots, accelerate the progress of land supply, and strongly support the construction and supply of affordable housing. This year, it is planned to supply about 6 million square meters of commercial housing, which will ensure the smooth and orderly start of construction and listing of commercial housing projects.
Guangzhou plans to adjust the price of tap water in the central urban area
On the afternoon of May 9, the hearing on the tap water price reform plan in the central urban area of Guangzhou was held, and the hearing proposed two sets of tap water price adjustment plans for hearing, and the average water supply price of both plans was 3.4 yuan per cubic meter (tax included), mainly because residents and non-residents shared the difference in the price increase of water supply. A total of 17 participants participated in the hearing, of which 9 supported option 1, 7 supported option 2, and 1 was in favor of water tariff reform, but believed that option 1 and option 2 were both large and needed to be further revised.
Note: There is no IPO subscription this week
There are no new shares issued this week, but there is 1 new stock listed, and Reddy's will be listed on the GEM of the Shenzhen Stock Exchange on May 13.
This week, more than 40.7 billion yuan of market value restricted shares were lifted, and Bozhon Seiko accounted for more than 78%
According to the data, this week (May 13th ~ May 17th), a total of 77 companies' restricted shares have been lifted one after another, with a total of 3.097 billion shares, and the market value of the lifting of the ban is 40.773 billion yuan based on the closing price on May 10.
From the perspective of the market value of the lifting of the ban, the top three in the market value of the lifting of the ban are: Yahuilong (7.613 billion yuan), Bozhon Seiko (7.015 billion yuan), and Maixinlin (2.276 billion yuan).
From the perspective of the proportion of lifting the ban, the top three in the proportion of lifting the ban are: Bozhong Seiko (78.18%), Hengtai Lighting (71.92%), and Huayuan shares (69.86%).
The United States has added a number of Chinese entities to the "Entity List" for export control, the Ministry of Commerce responded
The spokesperson of the Ministry of Commerce answered a reporter's question on the inclusion of a number of Chinese entities in the "Entity List" for export control. A reporter asked: On May 9, 2024, Eastern time, the US Department of Commerce announced that it would add a number of Chinese entities to the "Entity List" for export control. Do you have any comment? A: 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. For a long time, the US has broadened the concept of national security, abused export control measures, suppressed and curbed enterprises from other countries, seriously undermined the legitimate rights and interests of enterprises, undermined the security and stability of global industrial and supply chains, and hindered the recovery and development of the world economy. 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.
Biden was revealed to announce new tariffs on Chinese electric vehicles and others as soon as next week China: The United States is wrong on top of wrong
Reuters quoted two people familiar with the matter on May 9 local time as saying that U.S. President Joe Biden will announce new tariffs on China's strategic sectors, including electric vehicles, as soon as next week. Specific areas will also include semiconductors and solar equipment, one of the people said. At the regular press conference of the Chinese Foreign Ministry held on May 10, Foreign Ministry spokesman Lin Jian said in response to a question from a foreign media reporter about "what is the response of the Ministry of Foreign Affairs to this?"
The U.S. House of Representatives introduced an export control bill on AI-related models, and the Ministry of Foreign Affairs responded
A reporter asked that a bipartisan panel in the U.S. House of Representatives 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." Do you have any comment? Lin Jian pointed out that facts have proved that China-US economic, trade and investment cooperation is mutually beneficial and win-win, and the two countries and the two peoples are all beneficiaries, and the politicization, instrumentalization, and ideology of economic, trade, and scientific and technological issues, and the forced push for decoupling and breaking the chain, will impact the normal trade and investment exchanges between the two countries and the world and the stability of the production and supply chain, which is not in the interests of any party, including the United States.
The three major U.S. stock indexes were mixed, the Dow Jones rose for eight consecutive days on the daily line, Novavax Pharmaceutical soared nearly 99%
The three major U.S. stock indexes closed mixed, and the Dow Jones recorded eight consecutive gains on a daily basis. As of the close, the Dow Jones Industrial Average rose 125.08 points from the previous trading day to close at 39,512.84 points, an increase of 0.32%; The S&P 500-stock index rose 8.60 points, or 0.16%, to close at 5222.68; The Nasdaq Composite Index fell 5.40 points, or 0.03%, to close at 16,340.87. The three major U.S. stock indexes have all risen for three consecutive weeks, with the Dow up 2.16%, the Nasdaq up 1.14%, and the S&P 500 up 1.85% this week.
The new regulations for the two-wheeled vehicle industry have begun to be gradually implemented, and the agency said that the industry may enter a period of strong supervision
The institutional research report pointed out that recently, the Ministry of Industry and Information Technology, the State Administration for Market Regulation and the National Fire and Rescue Administration jointly issued the "Electric Bicycle Industry Management Standard Conditions" and the "Electric Bicycle Industry Standard Management Announcement", and the new regulations of the two-wheeled vehicle industry began to be gradually implemented. The release of the policy is only a program, and there will be implementation rules issued one after another this year, and at the same time, it also marks that the industry will also enter a period of strong supervision.
CITIC Securities believes that the new regulatory rules mainly carry out strong supervision on the production and use ends, especially at the level of battery safety, production capacity, and product specifications; There will be access threshold mechanisms such as access lists, and many electric bicycle manufacturers below the scale will be unable to continue production due to limited qualifications, giving up a large market share, while the head enterprises have stronger compliance capabilities and will benefit from the gradual improvement of the market structure.
603129 In 2023, the company will sell a total of 197,000 two-wheeled vehicles, achieving sales revenue of 4.479 billion yuan, a year-on-year increase of 32.85%.
Nine Company-WD (689009) will achieve operating income of 10.222 billion yuan in 2023, of which electric two-wheeled vehicles will sell 1.4715 million units and revenue of 4.232 billion yuan, a year-on-year increase of 74.10%.
Great benefit! The Commercial Aerospace Industry Technology Alliance was established
Recently, the launching ceremony of the Commercial Aerospace Industry Technology Alliance, led by Harbin Institute of Technology and jointly initiated by more than 100 units, was held in Beijing. The Commercial Aerospace Industry Technology Alliance is committed to building a collaborative innovation platform for advanced technologies and industrial resources in the field of commercial aerospace, and has set up six sub-alliances around the aerospace system and satellite industry chain, including whole satellites, components, stand-alone aircraft, carriers, applications and talent training, to provide full-chain integrated industrial services for enterprises and social capital to enter the commercial aerospace field, promote technological R&D innovation and achievement transformation in the aerospace field, and help build a new growth engine and accelerate the construction of a space power.
2024-2025 will be a key node for China's commercial rocket technology breakthrough, if the private aerospace company rocket test is successful, it is expected to participate in the launch service of China's star network + G60 constellation, and the bottleneck of rocket capacity and launch cost may usher in a breakthrough. ACCORDING TO FOUNDER SECURITIES, IN THE CONTEXT OF THE CURRENT ACCELERATED DEVELOPMENT OF GLOBAL COMMERCIAL AEROSPACE, THE MAINLAND SATELLITE INTERNET IS EXPECTED TO ENTER THE STAGE OF LARGE-SCALE DEPLOYMENT IN 2024.
In terms of the company, Zhonghaida (300177) focuses on the R&D, manufacturing and sales of software and hardware products and services related to the industrial chain of high-precision positioning technology, deepens the application of Beidou precise location industry, and strives to provide spatio-temporal information solutions.
Holevo (688682) has seen rapid growth in orders for its electromagnetic measurement systems for satellites, including phased array calibration measurement systems and radio frequency measurement systems. In the future, the company will continue to deeply serve the measurement business needs of low-orbit satellites.
AMD's server revenue share increased to 33%, and the industry chain welcomed investment opportunities
According to media reports, AMD successfully gained market share in shipments and revenue in the server and consumer PC segments in the first quarter of this year, as demand for fourth-generation EPYC™ processors reached new highs and Ryzen 8000 series processors were popular with desktop PC and laptop manufacturers, according to a report by market tracker Mercury Research. Looking at the overall client market, AMD's shipment share in the first quarter of 2024 was 16.3%, up 3.6 percentage points year-over-year, while revenue share was 20.6%, up 3.8 percentage points year-over-year. In the server segment, AMD's shipment share was 23.6%, up 0.5 percentage points sequentially and 5.6 percentage points year-on-year, and its revenue share reached a record 33%, up 1.2 percentage points sequentially and 5.2 percentage points year-over-year.
Everbright Securities said that the main reason for the revenue growth of AMD's consumer segment was the increase in sales of AMD Ryzen 7000 series CPUs, in addition to AMD's launch of the Ryzen 8040 series mobile processors with about 60% AI performance that is better than the Ryzen 7040. AI PCs with Ryzen CPUs have become the mainstream of AI PCs; AMD's Ryzen 8000G CPU became the world's first desktop computer processor NPU with dedicated artificial intelligence. In addition, the Instinct MI300 GPU is a strong growth product in 2024 with an improved gross margin guidance. Optimistic about the investment opportunities in AMD's industry chain.
As a leader in high-end PCB innovation, Victory Giant Technology (300476) mainly produces high-end multilayer boards, HDI boards, etc., which are used in AI servers, GPU cards, autonomous driving, new energy, new intelligent terminal products and other downstream products, and its customers include NVIDIA, AMD and many other well-known brands at home and abroad.
Yibo Technology (301366) has cooperated with Intel, AMD, and NVIDIA to provide technical services in high-speed PCB design, SI/PI simulation analysis, and provide one-stop hardware innovation services including PCB design and PCBA material selection, soldering, and performance testing for its next-generation chip-related chip test boards and customer reference boards.
The mainland's first "medium-orbit broadband communication satellite" was launched
Recently, the Long March-3B carrier rocket ignited and lifted off at the Xichang Satellite Launch Center, sending the "Smart Skynet" 1 01 satellite (A/B satellite) into the predetermined orbit, and the launch mission was a complete success. As the mainland's first medium-orbit broadband communication satellite, the Smart Skynet-1 01 satellite includes a technical verification A satellite and a test B satellite, which was developed by the Eighth Academy of China Aerospace Science and Technology Corporation. After the satellite is put into orbit, it will carry out typical scenario application demonstrations such as direct connection with the Antarctic scientific research station and real-time return of low-orbit satellite data, laying the foundation for building a space network innovation experimental platform and exploring the "smart Skynet" industry application model.
This year's "Government Work Report" proposed: vigorously promote the construction of a modern industrial system, accelerate the development of new quality productivity, actively cultivate emerging industries and future industries, and actively build new growth engines such as biomanufacturing, commercial aerospace, and low-altitude economy. As one of the new growth engines, "commercial aerospace" was written into the government work report for the first time. Guohai Securities Research Report pointed out that "commercial aerospace" is one of the challenging and widely driven high-tech fields, with the characteristics of high technology, high risk, high efficiency and long cycle. The mainland's commercial aerospace market has great potential and will become a trillion-yuan emerging industry.
Among the listed companies, Chengdu Crescent, a subsidiary of Chaojie Co., Ltd. (301005), is a national high-tech enterprise focusing on the manufacture of aerospace precision core components, and its current business is mainly engaged in the manufacture of commercial rocket body structural parts, including shell segments, fairings, engine valves, etc.
Through independent innovation, the carbon/carbon throat lining material developed by Boyun New Materials (002297) has been successfully applied to the mainland's "Kuaizhou series" commercial aerospace solid launch vehicles.
Many places have been included in medical insurance, and assisted reproduction has welcomed the spring breeze
Recently, the National Health Commission held a press conference to introduce the relevant situation of "implementing the requirements of high-quality population development and actively building a fertility support policy system". This is also the first time that the top-level design has once again focused on the field of population and fertility. Up to now, Beijing, Guangxi, Gansu, Inner Mongolia, Xinjiang and Shandong have included assisted reproductive treatment in medical insurance in July 2023, November 2023, February 2024, February 2024, March 2024 and April 2024 respectively, which greatly reduces the financial burden of patients and is expected to promote the expansion of the industry.
According to the data released by the National Health Commission and the Chinese Population Association, the penetration rate of China's assisted reproduction market in 2021 will be 8.2%, and the penetration rate of assisted reproduction in the United States will be 32% in 2021, and there is huge room for development in the field of assisted reproduction in mainland China. Guosen Securities analysis pointed out that IVF is more widely used in assisted reproductive technology and is one of the most effective means of treating infertility at present. Southwest Securities further said that the inclusion of assisted reproduction in the future will reduce the burden of patients and greatly improve the penetration rate of assisted reproduction in the mainland.
Among the listed companies, Kyodo Pharmaceutical (300966) is one of the largest suppliers in China in the field of steroid drug starting materials, capable of producing a variety of corticosteroid intermediates and progesterone intermediates, with a rich product line, which can meet the diversified needs of customers and is recognized by the market.
Meditech (603990) has established a business layout of medical IT and medical services, and is committed to building a public company in the field of medical IT and assisted reproductive services.
An important branch of biotechnology, it has become a key development industry in this industrial segment
The biochemical industry is an industry formed by the intersection of biotechnology and chemical technology, and is an important branch of biotechnology. It uses renewable resources as raw materials, and has the advantages of mild reaction conditions, low energy consumption, good selectivity, high production process efficiency, less environmental pollution, small investment, and can produce products with excellent performance that are difficult to produce by traditional chemical methods. Due to these advantages, biochemical industry has become a key development industry in the field of chemical industry. With the rapid development of biotechnology, the biochemical industry has developed rapidly.
Biochemistry plays a pivotal role in the process of industrial technological progress and industrial adjustment. With the continuous development of biochemical industry, it will vigorously promote the innovation and improvement of biotechnology and chemical production technology, and bring huge economic and social benefits. The agency expects that 20%~30% of the biotechnology process will replace the chemical process in the future, making the biotechnology industry one of the important chemical industries. SDIC Securities said that the production method that relies on traditional chemicals and plant extraction to obtain products will be gradually replaced by the biological manufacturing method after upgrading from traditional biological fermentation, which is expected to open up a trillion-scale market space. However, the logic of each sub-industry of biomanufacturing is different, and there is a possibility of breaking the situation in multiple tracks.
Among the listed companies, Huaheng Biotechnology (688639) has reached the international leading level in the key technology of anaerobic fermentation of renewable glucose as raw material to produce L-alanine, and the company's market share of L-alanine ranks first in the world.
Leadman (300289) products in the field of biochemical raw materials include: enzymes (enzymes for biochemical reagents), antigens (human special proteins), antibodies (monoclonal and polyclonal antibodies) and chemicals (substrates and preservatives, etc.).
Cathay Biosciences (688065) is one of the world's leading companies in the large-scale production of new materials using biomanufacturing to produce new materials on a large scale, including bio-based polyamides and their monomer bio-based long-chain diacids and bio-based pentanediamine.
The National Standing Committee will study the effective reduction of logistics costs in the whole society, and the smart logistics industry is expected to benefit
On May 11, the National Standing Committee was held to study the work related to effectively reducing the logistics cost of the whole society. The meeting pointed out that it is necessary to further optimize the structure of cargo transportation, vigorously develop multimodal transport, deepen the reform of the comprehensive transportation system, railway freight, and commercial circulation, promote the development of digital intelligence and green transformation of logistics, make up for the shortcomings of bulk commodity logistics, cold chain logistics, and rural logistics, and promote the substantial reduction of logistics costs as a whole.
Smart logistics is an important means to improve the efficiency of the logistics industry and reduce costs, through the Internet of Things technology, logistics enterprises can monitor the location, temperature and humidity of goods and other information in real time, realize the whole process of tracking and management of logistics links, and improve the visibility and transparency of logistics and transportation. The smart logistics industry in mainland China is gradually maturing and is still in the middle and late stages of rapid development. With the introduction of policies and measures to effectively reduce logistics costs, the development of the smart logistics industry is expected to accelerate, and industrial chain companies will benefit.
Feiliks (300240) actively works with customers to explore the best path to help enterprises achieve the goal of reducing costs, increasing efficiency and digital transformation of the supply chain through wisdom and technology. At present, the company has some artificial intelligence technology applications in intelligent warehouse management system companies, such as machine vision, digital twins, strategy optimization algorithms and other applications.
Jiacheng International (603535) Co., Ltd. uses automated logistics equipment and advanced logistics information management system to provide personalized global logistics solutions and full-link logistics services including dry, warehouse, customs and distribution for e-commerce enterprises, especially cross-border e-commerce enterprises.
Sinotrans (601598), Huamao Logistics (603128), etc.
The business side and the policy side are dominant, focusing on the allocation opportunities of leading insurance companies
On the 11th, the National Standing Committee deployed the full implementation of the three major grain crop full cost insurance and planting income insurance policies across the country. It is understood that since 2018, the Ministry of Finance and relevant departments have begun to carry out the pilot of full cost insurance and planting income insurance for the three major grain crops, which will be officially implemented in 13 major grain-producing counties in 2021, and will be further expanded to all major grain-producing counties in the country in 2023, and will be fully implemented in the country this year. According to the major insurance companies, since the beginning of this year, the three major staple food full cost insurance and planting income insurance of various companies have increased significantly: PICC property insurance provided risk protection of 81.14 billion yuan in the first quarter, a year-on-year increase of 13.9%; Chinese Life Property Insurance provided risk protection of 16.5 billion yuan in the first quarter, a year-on-year increase of more than 18%; The risk protection provided by Pacific Insurance increased by 11% year-on-year, and the risk protection provided by Ping An Property Insurance increased by 31.7% year-on-year.
Also this week, the State Administration of Financial Supervision and Administration issued the Notice on Matters Concerning the Agency Insurance Business of Commercial Banks, canceling the "1+3" network restrictions, which is conducive to the healthy development and deepening of cooperation between insurance companies in the bancassurance channel. On the one hand, the relaxation of restrictions on the number of cooperation between bank branches and insurance companies can provide insurance companies with a wider range of cooperative sales channels, which will help promote policy sales. On the other hand, the competition of insurance companies on the channel side may gradually shift from cost competition to product competition, which is good for insurance companies with product advantages.
In addition, the current institutional holdings and valuations in the sector are at historically low levels, the business side and the policy side have the advantage to support the excess of the sector, the recent rebound in the bottom of the 10-year Treasury bond yield, and the asset side catalysis brought about by the improvement of interest rates and equity markets. You can pay attention to China Pacific Insurance (601601), Xinhua Insurance (601336), etc.
A major breakthrough has been made in the 100-kilogram on-board liquid hydrogen system, and the certainty of fuel cell vehicle volume has been enhanced
According to reports, the mainland's highest-level vehicle-mounted liquid hydrogen system, "Track 1000", independently developed by the 101st Institute of the Sixth Academy of China Aerospace Science and Technology Corporation, was recently released in Beijing. As the first 100-kilogram vehicle-mounted liquid hydrogen system in mainland China, the effective volume of the product with the same overall size is increased by 20% compared with the previous generation of products, and the hydrogen carrying capacity is increased to 100 kilograms, and the system quality, hydrogen storage density, filling time and other parameters are on par with the international advanced level. The system is one of the core equipment of liquid hydrogen heavy trucks, and its complete localization will help hydrogen energy heavy trucks exceed 1,000 kilometers of cruising range, which is a major technological breakthrough in the application of liquid hydrogen in the field of transportation.
Industry experts believe that the successful development of the 1010-kilogram vehicle-mounted liquid hydrogen system is an important practice to vigorously develop new energy and new quality productivity and promote the construction of a transportation power. The mass production and demonstration application of this product can bring the development level of liquid hydrogen heavy trucks in mainland China to a new level, provide an important technical and equipment foundation for promoting the transformation of the national energy structure and practicing green and low-carbon transportation, and effectively promote the high-quality development of the hydrogen energy industry in mainland China. According to the data, the production and sales of fuel cell vehicles in 2024Q1 achieved a year-on-year increase of +33.4% and 14.7%, respectively, hitting a record high in the same period, and the total number of tenders has approached 5,000 units. The agency believes that in the context of subsidies and other policy expectations continue to improve and costs will fall, the certainty of fuel cell vehicles this year will be further enhanced.
Among the A-share companies, you can pay attention to Zhiyuan New Energy (300985), Furui Special Equipment (300228), etc.
Major breakthrough The highest magnitude of the mainland's on-board liquid hydrogen system has been successfully developed
According to reports, on May 11, it was learned from the Sixth Academy of China Aerospace Science and Technology Corporation that the mainland's highest on-board liquid hydrogen system - "Track 1000" was recently released in Beijing, which will help hydrogen heavy trucks exceed 1000 kilometers of cruising range. As one of the core equipment of liquid hydrogen heavy trucks, this product is fully localized, which is an important technological breakthrough in the application of liquid hydrogen in the field of transportation by Continental.
Hydrogen energy is the largest clean energy in the 21st century, with huge demand and huge space, which is an important way to achieve the "dual carbon" strategy and a new independent energy system. In the future, "electricity + hydrogen" will constitute a new energy system and will bring a new energy revolution. Hydrogen energy is a new trillion-level track, with a huge application scope and huge demand potential, which can be applied to all places where electricity is consumed and replace fossil energy. Vigorously developing hydrogen energy will help expand domestic demand and stimulate investment in the short term, and in the long term, it will help cultivate new economies, new technologies and new industries, and build a new growth engine for China's economy.
A-share related concept stocks mainly include Taihe Technology (300801), Linyang Energy (601222), etc.
The new version of the biosecurity bill is about to be heard, and the exemption from supplier contracts is expected to be extended
On May 10, local time, the U.S. Congress released a revised version of the Biosecurity Act (H.R. 8333), and the U.S. House of Representatives committee will hold a hearing of all members on May 15 to discuss whether to advance the bill. One of the major changes to the revised version compared to the previous H.R. 7085 is that it provides for the extension of existing contract/product waivers until January 1, 2032, which is expected to provide U.S. pharmaceutical companies with nearly 8 years to change partners.
Analysts believe that the U.S. business community and the government are divided on sanctions against Chinese CRO companies. Pharmaceutical companies tend to choose excellent CRO companies that can help the R&D and marketing of new drugs to a greater extent, so CRO companies with global large-scale clinical trial project management capabilities, digital empowerment capabilities, clinical resource advantages, rich project experience, strong adaptability to innovative technologies, and can provide integrated, end-to-end services across the whole life cycle of drug and medical device R&D will have a wider moat and greater competitive advantage
Pharmaron (300759) has established artificial intelligence models in the field of enzyme catalysis, which have been applied to predict the activity and stability of enzymes, and have been co-iterated with validation experiments.
Gloria (002821) has established a one-stop synthetic biology service capability to achieve a comprehensive improvement in the evolution capabilities from gene synthesis and sequencing to AI-assisted enzymes.
The refrigerant market is tight and the price is high, and the quota limit may help the industry maintain a high prosperity
According to Baichuan Yingfu, on May 11, the domestic R32 refrigerant market price was reported at 33,500 to 34,500 yuan/ton, up 1,000 yuan/ton from the previous day and 17% from the same period last month. At present, the optimistic atmosphere of the refrigerant industry continues, and the quota of production enterprises is tight. R410a also increased the offer of scattered orders due to the tight market of raw material R32 and the expected decrease in the supply of mixed goods. In terms of raw materials, fluorite mining continued to be tense, and hydrofluoric acid was running smoothly.
Huaan Securities Research Institute believes that from 2024, the supply of third-generation refrigerants will enter the stage of "quota + continuous reduction". However, the reduction of second-generation refrigerants has accelerated, and the price of fourth-generation refrigerants remains high due to patent issues, making it difficult to form a replacement, and the supply side of refrigerants continues to shrink. At the same time, with the development of heat pumps, cold chain markets and the continuous expansion of the air conditioning stock market, coupled with factors such as the expansion of refrigerant demand in Southeast Asian countries, the demand side has maintained stable growth. In the future, the gap between supply and demand in the refrigerant market will continue to widen, and the price of refrigerant will rise steadily, and companies with a high proportion of quotas will fully benefit.
Juhua Co., Ltd. (600160) The quotas of key third-generation refrigerant products such as R32, R125, R134a and R143a accounted for 44.99%, 38.74%, 35.48% and 45.4% respectively in the industry, with a significant leading position;
Sanmei Co., Ltd. (603379) In the first quarter, the average price of refrigerant increased by 8.47% year-on-year, and the gross sales margin was 22.77%, an increase of 12.63 percentage points year-on-year.
Breakthroughs in the application of hydrogen energy The on-board liquid hydrogen system has achieved a range of 1,000 kilometers for heavy trucks
According to the Sixth Academy of China Aerospace Science and Technology Corporation, the mainland's highest on-board liquid hydrogen system - "Track 1000" was recently released in Beijing, which will help hydrogen energy heavy trucks exceed 1000 kilometers of cruising range. As one of the core equipment of liquid hydrogen heavy trucks, this product is fully localized, which is an important technological breakthrough in the application of liquid hydrogen in the field of transportation by Continental.
Huabao Securities said that compared with the high-pressure gaseous hydrogen transportation mode, the low-temperature liquid hydrogen transportation mode has the advantages of high hydrogen carrying density, low transportation cost, high vaporization purity, low storage and transportation pressure and high use safety, which can effectively control the comprehensive cost and does not involve complex unsafe factors in the transportation process. At present, liquid hydrogen production is mainly constrained by energy consumption costs and equipment investment expenditures, and with the improvement of relevant production technologies and the reduction of R&D costs in the storage and transportation stage brought about by industry standards, the liquid hydrogen market is expected to further open up growth space in the future.
Petrochemical Machinery (000852) is Sinopec's hydrogen energy equipment manufacturing base, which has the comprehensive service ability to provide customers with solutions such as hydrogen refueling stations, hydrogen production and hydrogenation integration, large-displacement filling, megawatt-level PEM hydrogen production, green electricity alkaline water hydrogen production, and on-board hydrogen supply systems.
Shuangliang Energy Conservation (600481) green electricity hydrogen production equipment project - phase) has been completed and put into operation, with an annual production capacity of 300 sets, and the second phase of the workshop is under construction in an intense and orderly manner.
Supply disrupted market sentiment Manganese ore quotations to China continued to rise sharply in June
Since May, the domestic silicon-manganese futures price has risen strongly, on May 10, the silicon-manganese SM2409 contract opened high and closed in a straight line, up 5.80%, following the explosion of nearly 30% in April, and continued to rise by more than 10% in May. The recent sharp rise in silicon-manganese prices was mainly driven by the contraction of supply-side production capacity, among which the operation of the GEMCO manganese mine owned by Australian mining giant South32 was interrupted for nine months due to the impact of Tropical Cyclone Megan, triggering market tensions about tighter supply. On the demand side, the recent resumption of work and production of steel mills is still steadily advancing, according to relevant data, the average daily crude steel output of key steel enterprises in late April 2024 was 2.1994 million tons, an increase of 3.8% month-on-month.
In addition, according to the latest quotation of manganese ore to China in June announced by South 32, South Africa's semi-manganese carbonate ore was reported at 6.5 US dollars / ton, a sharp increase of 2.2 US dollars / ton from the price in May; The new Mn42% and Fe12% South African ferromanganese ore was quoted at US$7/ton. Considering the current tightening of silicon-manganese production, the continuous rise of port mines, the strong cost support, the sentiment of holders to sell at high prices has increased significantly, and the price of silicon-manganese and fierce prices still has upward momentum, and the mining leaders are expected to benefit, it is recommended to pay attention to Xiangtan Electrification (002125), Ordos (600295), etc.
China's first intercontinental passenger aircraft plans to apply for airworthiness industry chain or attract attention
According to US media reports on May 12, the commercial flight of the domestic large aircraft C919 is about to reach its anniversary, and the first intercontinental passenger aircraft independently developed by China, the C929, has also made new progress. Jie Yuwen, deputy director of the Shanghai Aircraft Airworthiness Certification Center of the Civil Aviation of China and head of the C919 aircraft type qualification review team, said on the 9th that COMAC is carrying out relevant work before the airworthiness application, and is expected to submit an application for type certificate to the Civil Aviation Administration at the end of the year. The Shanghai Validation Center is also involved in the preliminary research, which can lay the foundation for better establishing standards and discovering technical problems.
According to Hong Kong's "Wen Wei Po", Tong Yu, deputy general manager of COMAC customer service company, said that the C929 is steadily advancing the preliminary design, and it is believed that "the prototype of the C929 will be seen in the near future". Tong Yu also estimated that the test flight of the C929 may be "soon", and has begun to prepare for the application for airworthiness certification, and plans to submit the application to the Civil Aviation Administration by the end of this year.
Earlier, COMAC announced that the C929 project joint research kick-off conference was held in COMAC on April 15. The experts at the meeting were divided into six special groups, including overall aerodynamics, airframe structure, composite structure, avionics electrical, mechanical system, and propulsion system, and carried out a week-long discussion.
The catalyst for domestic large aircraft continues, and the stocks in the industrial chain are expected to attract attention.
Aleda (300696) focuses on the flexible production and manufacturing of key parts, important parts, complex parts and small batches of aviation parts. The business products include COMAC ARJ21\C919\C929, Xifei MA700, Tongfei AG600 and other domestic models.
Tongda Co., Ltd. (002560) Chengdu Hangfei, a wholly-owned subsidiary, is mainly engaged in high-end precision machining and manufacturing of aircraft structural parts and large key structural parts and assembly services, covering a number of major military models and civilian models such as COMAC C919 and C929.
Guanglian Aviation (300900), as a supplier of COMAC, has been involved in the R&D and manufacturing of C919 and C929 in recent years.
Consumer electronics introduces double-layer OLED screens, and the domestic screen supply chain welcomes development opportunities
Apple's new iPad Pro, announced this week, features a new OLED screen with Tandem technology, known as "dual-layer series OLED". Apple says the screen technology is "a big first for the iPad Pro." It is worth noting that this screen technology is not the first of its kind to Apple. In March this year, Honor released the flagship mobile phone Honor Magic6 RSR Porsche Design, which has been equipped with a double-layer series OLED screen for the first time in the world.
The so-called double-layer OLED screen is to superimpose two layers of OLED light-emitting layers in series. It can reduce the current intensity of the single layer of light emitting layer, achieve high brightness, and increase the service life, which is suitable for IT products such as high-end tablets, high-end laptops, and high value-added products such as car displays. At present, the technology can be mass-produced, but the price is high, and the price of double-layer OLED modules is about 15% higher than that of ordinary OLED modules. For this new technology, Chinese and South Korean panel manufacturers have launched layouts.
It is also worth noting that China has surpassed South Korea for the first time in the small and medium-sized OLED market. According to a market statistics released by market research company Sino Research at the end of April, China has become a well-deserved "king" of the global small and medium-sized OLED market. It is reported that as of the first quarter of this year, China's display companies accounted for 53.4% of the global small and medium-sized OLED market (in terms of shipments), a significant increase from 44.9% in 2018.
The rapid development of domestic screen supply chain enterprises, from the initial production of entry-level products, to the first 2K screen, the first double-layer series OLED screen, to achieve a comprehensive evolution, you can pay attention to OLED manufacturers BOE A(000725), Shenzhen Tianma A(000050), etc.
Domestic large aircraft are applying for airworthiness certificates from the European Union and will be approved as soon as next year
According to reports, Gu Xin, director of the Shanghai Civil Aviation Certification Center, recently said that C919 is applying for the C919 airworthiness certificate from the European Union and is expected to be approved next year. COMAC said it plans to increase C919 production capacity at this stage, and the newly developed intercontinental long-range aircraft C929 has also entered the detailed design stage, and is preparing to apply to the Civil Aviation Administration of China for airworthiness review. After the domestic large passenger aircraft C919 obtained domestic flight certification, it began commercial flight for the first time at the end of May last year, and it is about to complete a year.
The 2024 National Civil Aviation Work Conference proposed that the domestic large aircraft C919 will be promoted to go abroad, and the C919 will be promoted to enter the accreditation review process of the European Union Aviation Safety Agency (EASA). The C919 provides a new product choice for the global mainline aircraft market, breaks the duopoly of Boeing and Airbus, and promotes healthy competition in the civil aircraft market. The development of large aircraft also has a driving effect on the growth of the national economy, C919 input-output ratio is as high as 1:80: a large aircraft usually has 3 million-5 million parts, the development of large aircraft can drive the development of new materials, advanced manufacturing, electronic information and other fields, and continue to leverage the trillion aviation market.
A-share related concept stocks mainly include Quanxin (300447), Nanshan Aluminum (600219), etc.
Stanford University develops AI holographic imaging technology to promote the innovation of AR glasses
On May 10, a team of researchers from Stanford University recently published a breakthrough study in the journal Nature, in which they have developed a new AI-assisted holographic imaging technology that heralds a major leap forward in augmented reality (AR) glasses with its thinner, lighter and higher quality characteristics. Prototypes of this technology have demonstrated the ability to stack holographic components in standard spectacle frames, capable of projecting realistic full-color moving 3D images with varying depth perceptions through AI training.
The research, done by a team of researchers at Stanford University, utilized a unique "nanophotonic metasurface waveguide" technology that improves on traditional waveguide systems and allows AR glasses to move away from bulky collimated light. This innovation not only reduces the weight of the device, but also greatly improves the quality and display of the image, opening up new possibilities for the future development of AR glasses.
Among the related companies, Crystal Optoelectronics (002273) has cooperated with DigiLens, a developer of AR holographic waveguide display technology, which is expected to benefit from the technological innovation of the industry in the future;
Goodix Technology Co., Ltd. (603160) has commercialized its multi-functional interactive sensors, audio products and solutions in AR glasses terminals.
Dongxin Co., Ltd.: It plans to invest in Shanghai, and the matter is still in the planning stage
Dongxin Co., Ltd. announced that the proposed foreign investment "Shanghai Calculation" has not yet formally signed the investment agreement and intention agreement, is still in the planning stage, the final investment amount and equity ratio have not yet been determined, and the specific investment plan still needs further research, demonstration and communication and negotiation. There is uncertainty as to whether the company's proposed foreign investment can be finalized; The target company's products are still under research and development, and the success of research and development is uncertain.
Tianyu Digital: The chairman and general manager of the company were placed in detention
Tianyu Digital Technology announced that Xu Dewei, chairman and general manager of the company, was investigated and placed in custody by the Ningxia Hui Autonomous Region Supervision Commission on suspicion of joint violations of duty. The investigation is aimed at Xu Dewei's personal investigation and has nothing to do with the company. At present, the company's board of directors and board of supervisors are operating normally, and the company's control has not changed. Other senior management personnel of the company have performed their duties normally, and the production and operation order of the company and its subsidiaries is normal.
Yangpu Medical: The chairman and general manager of the company was released from lien
Yangpu Medical announced that on May 11, the company received a notice from Deng Guanhua's family that he received the "Notice of Lifting Retention in Custody" issued by the Guangdong Provincial Supervision Commission, and the Guangdong Provincial Supervision Commission has lifted the retention in custody measures against Deng Guanhua. At present, the company's production and operation management is normal, Deng Guanhua has been able to perform the company's legal representative, chairman, general manager and other responsibilities normally, the company's director and deputy general manager Jiang Guangcheng will no longer perform the company's legal representative, chairman, general manager and members of the relevant committees of the board of directors.
Special information: After receiving the "Prior Notice of Administrative Punishment and Market Prohibition", the company's shares were suspended for one day on May 13
The special information announcement received the "Prior Notice of Administrative Punishment and Market Prohibition" issued by the Shenzhen Securities Regulatory Bureau. Due to the suspicion of violating laws and regulations, the Shenzhen Securities Regulatory Bureau intends to decide to give a warning to the company and impose a fine of 8 million yuan; Warnings and fines were given to those involved. The company's shares have been suspended for one day since the market opened on May 13, and other risk warnings have been implemented since the market opened on May 14. The abbreviation of the company's stock was changed from "special information" to "ST special information", and the price limit on trading days was 5%.
Sign a large order
Pulit: The subsidiary Haisida signed a purchase and sales contract of no less than 1.5GWh sodium-ion batteries
Plitt announced that its holding subsidiary, Haistar, recently signed a purchase and sales framework contract with Shanghai Pingye for sodium battery products with a total amount of not less than 1.5GWh, which will be delivered in batches from May 2024 to December 2026, and the products will eventually be mainly used in the world's well-known electric forklifts, low-speed vehicles, functional vehicles and other fields. The two companies will make use of their respective advantages and work closely together to develop the global special vehicle market.
China Industrial International: The subsidiary signed a contract for a procurement project of 108 million yuan
China Industrial International announced that Beijing Lifting and Transportation Machinery Design and Research Institute Co., Ltd., a wholly-owned subsidiary of the company, signed a fine chemical and raw material engineering project - a complete set of equipment procurement project for finished product packaging and warehouse automation three-dimensional warehouse with North Huajin United Petrochemical Co., Ltd. According to the contract, the procurement contract amount of the project is 108 million yuan.
Zhongman Petroleum: Won the bid for the development right of oil and gas blocks in Iraq
Zhongman Petroleum announced that on May 11, the company participated in the fifth (+) round and the sixth round of oil and gas block bidding of the Ministry of Petroleum of Iraq, and the company successfully won the bid to obtain the development rights of the East Baghdad Field Northern Extension block (hereinafter referred to as the "EBN block") and the Middle Euphrates block (hereinafter referred to as the "MF block") in Iraq. The EBN block is located in the provinces of Baghdad and Salah al-Din in central Iraq, with an area of 231 square kilometers. The MF block is located in the provinces of Najaf and Karbala in central Iraq, with an area of 1,073 square kilometers.
Increase shareholdings
ST Zhizhi: Shareholder ENN Xinzhi plans to increase its shareholding in the company by 50 million yuan to 100 million yuan
ST Zhizhi announced that the shareholder ENN Xinzhi plans to increase its holdings of the company's shares with its own funds of not less than 50 million yuan and not more than 100 million yuan. ENN Xinzhi is the person acting in concert with ENN Energy Supply Chain Co., Ltd., the controlling shareholder of the Company.
Miscellaneous
Baicheng Pharmaceutical: The subsidiary received the approval notice for the clinical trial of BIOS2207 drug
Baicheng Pharmaceutical announced that its wholly-owned subsidiary, Zhejiang Thermo Pharmaceutical Co., Ltd., recently received a clinical trial approval notice from the State Drug Administration, and the company's self-developed drug BIOS2207 will carry out clinical trials. BIOS2207 indication is for the treatment of adults and children 4 years of age and older with partial-onset seizures (with or without secondary generalized seizures).
Baoli International: It is planned to transfer 100% equity of its subsidiary Huayu General Aviation for 11.1 million yuan
Baoli International announced that the company intends to transfer 100% of the equity of its wholly-owned subsidiary, Jiangsu Huayu General Aviation Co., Ltd. (hereinafter referred to as "Huayu General Aviation"), to Jiangxi Junlong General Aviation Co., Ltd. for a price of 11.10 million yuan. After this transaction, the company's general aviation business will be handled by Jiangsu Baoli Aviation Equipment Investment Co., Ltd., Deqing Chengyi Aviation Engineering Technology Co., Ltd. and Shanghai Chengyi Financial Leasing Co., Ltd. The company will deepen the whole industry chain service of civil helicopters and play a good role as a service provider in the general aviation market.
Chipscreen Biosciences: Chidamide was accepted for a Phase III clinical trial in the treatment of colorectal cancer
Chipscreen Biosciences announced that the company recently received the "Notice of Acceptance" issued by the Center for Drug Evaluation of the National Medical Products Administration for the registration of clinical trials of domestically produced drugs, and the randomized, open-label, controlled, multicenter, phase III clinical trial of chidamide combined with sintilimab and bevacizumab for the ≥treatment of advanced microsatellite stable or mismatch repair intact (MSS/pMMR) colorectal cancer that has failed 2nd line of standard therapy has been accepted by the Drug Evaluation Center of the State Food and Drug Administration.
Yahong Pharmaceutical: The marketing application of aminforforulinate hexyl hydrochloride ointment photodynamic therapy system was accepted
Yahong Pharma announced that it received the "Notice of Acceptance" approved and issued by the National Medical Products Administration, and the marketing application of the company's product APL-1702 (generic name: aminoforulinate hexyl hydrochloride ointment photodynamic therapy system) intended for the treatment of patients aged 18 years and older with histologically confirmed high-grade squamous intraepithelial lesion (HSIL) excluding carcinoma in situ was accepted.
Andeli: Signed a strategic cooperation framework agreement with the People's Government of Yichuan County, Yan'an City to invest in the construction of a concentrated juice project
Andeli announced that the company signed the "Strategic Cooperation Framework Agreement" with the People's Government of Yichuan County, Yan'an City. The two parties plan to make full use of Party A's resource allocation advantages, industrial support policies and Party B's advanced technology, management experience and market to carry out all-round and multi-level cooperation in the investment and construction of concentrated juice projects, actively promote the development of Yichuan apple industry, and drive local farmers to continue to increase production and income.
Jicheng Electronics: There have been no major changes in the internal and external business environment in the near future
In the electronic announcement, the company has not found that the recent public media has reported undisclosed material information that may or has had a greater impact on the company's stock trading price; Recently, the company's business situation is normal, and there have been no major changes in the internal and external business environment; The Company does not have any material matters that should be disclosed but have not been disclosed, or major matters that are in the planning stage.
Huadong Pharmaceutical: The subsidiary received the notice of acceptance of the marketing authorization application for maivatinib tablets
Huadong Pharmaceutical announced that its wholly-owned subsidiary, Zhongmei Huadong, received the "Notice of Acceptance" issued by the National Medical Products Administration, and the marketing authorization application of Meihuatinib tablets (trade name: MindRuidong ®) for the first-line treatment of adult patients with locally advanced or metastatic non-small cell lung cancer (NSCLC) with epidermal growth factor receptor (EGFR) exon 21 L858R replacement mutation was accepted.