The central bank: decided to carry out treasury bond borrowing operations in the near future
PBOC: In order to maintain the stable operation of the bond market, the People's Bank of China (PBoC) has decided to carry out treasury bond borrowing operations for some primary dealers in the open market in the near future on the basis of prudent observation and assessment of the current market situation.
The Ministry of Industry and Information Technology (MIIT) released the preparatory plan for the establishment of the Brain-Computer Interface Standardization Technical Committee
Ministry of Industry and Information Technology: Announcement of the preparation plan of the Brain-Computer Interface Standardization Technical Committee. It is mentioned that it is planned to invite responsible comrades from relevant departments and research institutions, and the members are intended to be served by enterprises, scientific research institutes, universities and other industrial and technical experts in the field of brain-computer interface, and the secretariat is affiliated with the China Electronics Standardization Institute. The affiliated unit will provide the secretariat with the necessary working conditions and financial support. The post-establishment work plan includes optimizing and improving the standardization roadmap, accelerating the development of key technical standards, and promoting the publicity and implementation of standards.
Central Bank: In June, medium-term lending facilities for financial institutions totaled 182 billion yuan
On July 1, the central bank released data that in June 2024, in order to maintain reasonable and sufficient liquidity in the banking system, combined with the liquidity needs of financial institutions, the People's Bank of China carried out medium-term lending facilities for financial institutions with a total of 182 billion yuan, with a term of one year and an interest rate of 2.50%, unchanged from the previous month. The balance of medium-term lending facilities at the end of the period was 7,073 billion yuan.
Announcement of the preparatory plan for the establishment of the Artificial Intelligence Standardization Technical Committee of the Ministry of Industry and Information Technology
According to the needs of industrial development and industry management, the relevant units put forward the preparatory plan of the Artificial Intelligence Standardization Technical Committee of the Ministry of Industry and Information Technology, and in order to further listen to the opinions of all sectors of society, the preparatory plan is now publicized, and the deadline is July 31, 2024.
The European Union intends to impose tariffs of up to 294% on Chinese erythritol
The European Commission recently announced that it intends to impose temporary tariffs ranging from 51.8% to 294% on erythritol products originating in China. The relevant companies said that it is not yet the final result, and the official results of the preliminary ruling will be announced on July 20, and the actual impact on the market has yet to be assessed.
The public offering requires money brokerage companies to reduce service fees to be negotiated and determined
The second phase of the fee reform of the public offering industry is gradually being implemented, and fund companies are negotiating with money brokerage companies on the fee rate to reduce the transaction fee standard. Before the two parties fail to reach a new brokerage rate, the money brokerage company promises not to stop the brokerage service for the fund company that has expressed its intention to sign the contract in writing.
The transaction volume of second-hand houses in Beijing, Shanghai and Shenzhen rose sharply in June
After the regulators and various localities have successively introduced a new round of new policies for the property market since May, some market transaction indicators in June have seen positive changes. In terms of transaction volume, the performance of second-hand houses in first-tier cities such as Beijing, Shanghai and Shenzhen is particularly eye-catching. In June, 14,987 second-hand houses were signed online, reaching the highest level in 15 months. In addition, as of June 30, a total of 26,374 second-hand houses were traded in Shanghai in June, an increase of 41% compared with the second-hand housing transactions in May, hitting a new high in the past three years.
It is rumored on the Internet that battery production in July generally declined? CATL responded
A small market essay said that "the industry's production scheduling data in July generally declined". In this regard, CATL responded to the media that the company's operation is good, the global market share has increased steadily, the overall production schedule is good, and the recent and third quarter production schedule has shown a quarter-on-quarter growth trend.
The "report card" of the new EV manufacturers in June was released: NIO's deliveries in June reached a new high
A number of new energy vehicle companies have announced their vehicle manufacturing report cards for June 2024. Li Auto delivered 47,774 new vehicles in June, a year-on-year increase of 46.7%, and the cumulative delivery volume in the first half of the year reached 822345, ranking first in the total delivery volume of China's new power brands. Xpeng delivered a total of 10,668 new vehicles in June, a year-on-year increase of 24%, and a total of 52,028 new vehicles were delivered in the first half of the year, a year-on-year increase of 26%; NIO delivered 21,209 new vehicles in June, up 98% year-on-year and a record high. ZEEKR delivered 20,106 vehicles in June, an increase of 89% year-on-year and 8% month-on-month, setting a new record high.
Shocked! Post-00s "cut leeks": from 0.5 yuan to 115 yuan, 22,900%!
Recently, a self-regulatory decision of the National Equities Exchange and Quotations Company showed that an investor born in 2001 participated in the pull up of the stock price of the New Third Board. The post-00s, together with 15 other investors, raised the share price of Ruierkang on the New Third Board from 0.5 yuan to a maximum of 115 yuan from February 2022 to February 2024, a surge of 22,900%. Due to the violation of relevant regulations, the above-mentioned investors were restricted from trading for three months by the National Equities Exchange and Quotations Company, and were recorded in the integrity file.
Agency: In June, the price of second-hand housing in Baicheng continued to fall month-on-month in the second half of the year, and the national market is expected to gradually bottom out and stabilize
On July 1, the third-party research institute China Index Research Institute released the "Baicheng Price Index Report", which showed that the current owners "exchange price for volume" to promote transactions are obvious, and the price of second-hand housing in Baicheng continues to decline. At the same time, driven by the entry of high-quality improvement projects in some cities, the prices of new residential buildings in 100 cities rose structurally month-on-month.
Beijing: Promote the construction of computing infrastructure and build a Beijing-Tianjin-Hebei-Mongolia computing power supply corridor
The 2024 Global Digital Economy Conference Artificial Intelligence Forum was held at the Conference Center of Zhongguancun National Independent Innovation Demonstration Zone. Xu Xinchao, Deputy Secretary-General of the Beijing Municipal People's Government, said at the meeting that Beijing will continue to deepen regional coordination and cooperation, optimize industrial policy support, continue to promote the construction of computing infrastructure in the city, build a Beijing-Tianjin-Hebei-Beijing-Tianjin computing power supply corridor with Inner Mongolia - Hebei - Beijing - Tianjin as the main axis, and accelerate the implementation of large model applications.
Beijing plans to make it clear that new, reconstructed and expanded roads will reserve space for intelligent roadside infrastructure
The Beijing Municipal Bureau of Economy and Information Technology is soliciting public comments on the "Beijing Autonomous Vehicle Regulations (Draft for Comments)". The "Regulations" have a total of six chapters and 38 articles, and design laws and regulations from the aspects of management mechanism, industrial innovation and development, infrastructure planning and construction, innovation activity norms, and safety guarantees. In terms of infrastructure planning and construction, comprehensive and systematic provisions have been made for the integrated construction of vehicles, roads and clouds, such as traffic areas, intelligent roadside infrastructure construction, and service management platforms. It is proposed to make overall planning of traffic areas and roads, and support the opening of the whole region with complete intelligent roadside infrastructure; It is clear that new, reconstructed, and expanded roads reserve space for intelligent roadside infrastructure, and encourage the full use of existing facilities to transform and upgrade.
Intelligent driving and vehicle-road-cloud integration are about to enter the stage of large-scale application, and the development path of vehicle-road-cloud integration is an inevitable trend of technological evolution and an all-round upgrade of single-vehicle intelligence and vehicle-cloud collaboration. Guolian Securities released a research report saying that under the neutral expectation scenario, it is expected that the value of the vehicle-road-cloud integrated intelligent networked vehicle industry will increase by 729.5 billion yuan and 2,582.5 billion yuan in 2025 and 2030, with an average annual compound growth rate of 28.8%.
Among the listed companies, ZTE IoT, a subsidiary of Gosuncn (300098), focuses on the Internet of Things enterprise market, covering four major business segments: Internet of Things wireless communication modules, Internet of Vehicles products, Internet of Things industry terminals, Internet of Things communication management platforms and overall industry solutions.
The high-speed intelligent pavement system of Hubei Ezhou Airport delivered by Polytechnic Optics (300557) has been accepted, which can realize full-time, all-weather and all-weather perception of vehicles, roads and events without blind spots, lane-level positioning of vehicle location, speed and trajectory, and perception of road operation status
The mainland's first commercial space launch site is already capable of carrying out launches
The Hainan commercial space launch site officially announced on the 30th that it has the ability to carry out the launch, which means that after just two years, the launch site is now able to undertake rocket launch business and achieve commercial operation, and in the second half of this year, the launch site will usher in the first rocket launch.
The launch site is the first commercial space launch site in mainland China, and Aerospace Science and Technology, Aerospace Science and Industry, and Starnet Group participated in the implementation of the launch site project. Li Cong of Huatai Securities believes that the completion of the commercial space launch site will effectively improve the launch capacity of commercial space rockets in the mainland, and will significantly promote the construction of satellite constellations such as the mainland satellite Internet.
Among the listed companies, Aileda (300696) focuses on the field of aerospace manufacturing, mainly engaged in the precision manufacturing of military \ civil aircraft parts, aero engine parts and aerospace large structural parts, as well as the design and development of finished aviation aircraft fuel systems.
The rocket structural parts of Chaojie Co., Ltd. (301005) are mainly used in the field of commercial aerospace, and have obtained customer orders and delivered them as planned.
The first in China! Shenzhen's "low-altitude + rail" air-rail intermodal transport project was officially launched
According to media reports, recently, China's first "low-altitude + rail" air-rail intermodal transport project was officially launched in the East Square of Shenzhen North Railway Station Hub, providing passengers with a "one-stop" shuttle service for Shenzhen's air-rail transportation. Passengers can take a helicopter to Shenzhen North Railway Station and fly to various districts of Shenzhen, as well as to Zhuhai, Zhongshan and other cities in the Greater Bay Area.
Kaiyuan Securities believes that 24 years is the first year of the low-altitude economy, the first half of the year is mainly the policy release period, and the second half of the year will usher in the rapid development of the industry of infrastructure bidding and application scenarios.
In terms of the company, Aopu Optoelectronics (002338) is the only listed company controlled by Changguang Institute of the Chinese Academy of Sciences, and the company's main products include aviation/aerospace camera opto-mechanical subsystems. Aviation/aerospace camera is a kind of special photoelectric measurement and control instrument and equipment installed on aviation/spacecraft and used as a platform to implement remote sensing mapping and mapping. Aerial cameras mainly use airplanes, airships, balloons and other low-altitude aircraft as carrier platforms to photograph and video the ground.
Narui Radar (688522) actively joined the Zhuhai High-tech Zone Low-altitude Economic Industry Alliance and served as the chairman unit. The fully polarimetric multi-functional phased array radar independently developed by the company adopts a multi-functional integrated design, and is committed to solving the problems of air traffic control meteorological early warning, "low, slow and small" flying object monitoring and early warning, and aircraft active detection, identification and tracking.
The commercialization of humanoid robots has begun, and many manufacturers have released new progress in commercial use
According to media reports, Pudong will prepare to set up a 10 billion scale humanoid robot industry fund to support the development and growth of a number of high-quality and potential enterprises at the head of the industrial chain. Pudong will accelerate the construction of a national humanoid robot innovation center, including the construction of a training center. The first phase can accommodate 100 humanoid robot training, and it is planned to accommodate 1,000 humanoid robots for simultaneous training by 2027, promoting the application of humanoid robots in more real-world scenarios.
At present, the commercialization of humanoid robots has begun, and humanoid robot manufacturers such as Tesla, UBTECH, and Unitree Technology have released new commercial progress. Zheshang Securities pointed out that with the support of leading manufacturers in the fields of artificial intelligence, new energy vehicles, consumer electronics, and industrial robots, it is expected that the humanoid robot industry will enter the first year of small-batch mass production in 2024, and the progress of industrialization is expected to exceed expectations. As an area in which Chinese manufacturers can deeply participate in the global AI wave, domestic manufacturers have great development opportunities.
Among the listed companies, Shuanglin Co., Ltd. (300100) will establish the ball screw bearing unit project in July 2023, start related R&D and manufacturing work, and plan to gradually develop ball screw bearings for EHB brakes to ball screws for EMB brakes, ball screw bearings for steering, and roller screws for robots. At present, the company has completed the manufacture of automotive ball screw prototypes; In terms of robot roller screws, the company is also progressing in an orderly manner as planned.
Jiangsu Leili (300660) 8mm brushed coreless cup and 10mm brushless coreless cup have been self-developed, with a maximum speed of 100,000 rpm, and the 16mm coreless motor has been mass-produced and supplied to overseas markets; The company's planetary roller screw has been developed and is sending samples.
Thundersoft (300496)'s robot products cover almost all the current robot scenarios and many robot manufacturers around the world.
The world's first large-scale application of the blockbuster products of leading enterprises is expected to usher in a turning point in the industry
On July 1, WeRide's smart sanitation fleet officially entered Binhaiwan New Area, Dongguan City, opening Dongguan's first L4 public road unmanned sanitation commercial project, with a single-day service area of more than 270 standard football fields, which is also the world's first large-scale application of WeRide's unmanned road sweeper S1.
The application of autonomous sanitation vehicles can ensure the steady development of sanitation business, effectively alleviate labor problems, reduce the work intensity of workers, and reduce the time of sanitation workers exposed to high temperatures, typhoons and rains and other harsh environments. In the future, driven by the marketization, mechanization and new energy of sanitation, autonomous sanitation vehicles have broad application prospects. Minsheng Securities pointed out that because sanitation cleaning is a low-speed application scenario, the technology has been relatively mature and has begun to take shape, and the current autonomous sanitation vehicles have the ability to replace part of the manpower on closed and semi-closed roads. Since 2023, with the successive implementation of "unmanned sanitation" projects and policies, "unmanned sanitation" is expected to usher in an inflection point in development and enter the stage of large-scale and commercial application.
Among the listed companies, Yutong Heavy Industry (600817) and its suppliers have developed L4 level 6t autonomous driving sweepers based on multi-fusion perception technology and advanced anthropomorphic decision-making control technology, which can realize functions such as unmanned driving, automatic wake-up, automatic parking, intelligent charging scheduling, intelligent dumping of garbage, and intelligent water filling scheduling, so as to meet the needs of all-weather road cleaning and atmospheric dust control; In 2022, public road tests have been carried out in Guangzhou and other places.
The SD15 unmanned cleaning robot (L4 autonomous driving) previously launched by Fulongma (603686) provided all-round and high-quality cleaning services and operation guarantee for the main venue and surrounding areas during the 19th Hangzhou Asian Games.
The high-quality construction promotion conference of the power subdivision industry was held, and the agency expects that the bidding may be accelerated in the second half of the year
Recently, the State Grid Corporation of China organized a conference in Beijing to promote the high-quality construction of UHV projects, thoroughly implement the new energy security strategy of "four revolutions and one cooperation", and promote the development of new energy systems, new power systems and new power grids with high-quality UHV construction, so as to better guarantee power supply, promote energy transformation, and support and serve Chinese-style modernization.
Guosheng Securities Research Report pointed out that the State Grid held a conference to promote the high-quality construction of UHV projects, indicating that at present, UHV has entered the development stage of large-scale centralized construction, high-intensity innovation and high-quality transformation and upgrading. Recently, the State Grid issued a series of bidding announcements for UHV projects, marking the opening of a new round of UHV construction in the mainland. According to the analysis of Galaxy Securities Research Report, during the "14th Five-Year Plan" and "15th Five-Year Plan" period, the mainland is expected to add 27-32 UHV external DC channels. At present, there are 4 existing lines and 5 are under construction, which means that there is still 18-23 construction space in the future; It is estimated that the investment in UHV equipment is expected to exceed 40 billion yuan in 2024, and the bidding will be accelerated in the second half of the year.
Among the listed companies, Dalian Electric Porcelain (002606) has obvious competitive advantages in UHV suspension porcelain insulators, and the new products developed are used in the world's only ± 1100kV DC transmission project, the mainland's first 1000kV UHV AC transmission project and other key projects. In 2023, the company will undertake more than 700 million yuan of UHV project orders.
China XD (601179) is a long-established primary equipment supplier in China, with products covering transformers, combined electrical appliances, converter valves, power electronic equipment and other primary equipment in the full voltage range. Since 2023, the company has maintained a leading position in the UHV market share, participated in the bidding of related UHV projects, and achieved fruitful results. Among them, Jinshang-Hubei, Ningxia-Hunan ± 800kV UHV DC transmission project, the company's eight subsidiaries won a total of 4.739 billion yuan.
The 16th Huawei User Conference will be held this week, and 5.5G blockbuster products will be announced
According to Huawei's official news, the 16th Huawei User Conference (HUGM2024) will be held in Istanbul, Turkey on July 4-5, 2024. Attendees will listen to the results of the improvement of TOPN issues in 2023 and discuss the direction of improvement of TOPN issues in 2024. At this conference, Huawei will unveil the Apollo Version. According to reports, Huawei's ApolloVersion is "the first 5G-A version released based on the R18 protocol".
5G-A, also known as 5.5G, is the technological evolution of 5G, which can achieve significant improvements in capacity, speed, latency, positioning, and reliability compared with 5G. The first standard version of 5G-A, 3GPPRel-18, was officially frozen in Shanghai on June 18 this year, which is a milestone event in the development of the 5G industry and marks 2024 as the first year of 5G-A commercialization. During its MWC2024 in Shanghai last month, Huawei announced its industrial technology evolution from 5G to 5G-A. The release of blockbuster products at this conference may help accelerate the commercialization of 5G-A, and industry chain companies have attracted attention.
Canqin Technology (688182) company's ceramic dielectric filters can be widely used in 4G, 5G, 5.5G communication networks. The company has a long-term cooperation with Huawei to provide solutions for the electronic ceramics business.
The communication cables and data cables of Xinya Electronics (605277) are used in small base stations and 5G macro stations for 5G communication, communication in large public places, data centers, WI-FI6 wiring, F5G all-optical campuses, 5.5G base stations and other scenarios, mainly supplied to Huawei, Amphenol, etc.
The SCO summit is about to be held, and relevant companies are in the spotlight
According to media reports, the Council of Heads of State of the Shanghai Cooperation Organization (SCO) will be held in Astana, the capital of Kazakhstan, and the SCO has become a security barrier, a bridge of cooperation, a bond of friendship and a constructive force in the region. According to the memorandum signed at last year's SCO summit, Belarus will join the SCO as a full member at the Astana summit, bringing the number of SCO member states to double digits, a "historic breakthrough" and a sign that the SCO is gradually becoming the most influential regional international organization.
The meeting will emphasize the strengthening of trade, investment and infrastructure construction, and consider the development of a unified map of transport connectivity, which has great geo-economic and political value in terms of transport connectivity, which will promote the deep integration of China with the international markets of Central Asia, South Asia, West Asia and Europe, and become a landmark project for the interconnection and mutual benefit between China and the SCO countries under the framework of the "Belt and Road". It will not only build the southern access road of the new Eurasian land bridge and broaden the transportation scope, but also change the traffic pattern in the western part of the mainland.
Among the listed companies, you can pay attention to Bakken Energy (002828), Golden Eagle Heavy Industries (301048), etc.
Large-scale commercial application The world's largest sodium-ion battery energy storage system was put into operation
According to reports, on June 30, the world's largest sodium-ion battery energy storage project, Datang Hubei 100 MW/200 MWh sodium ion new energy storage power station science and technology innovation demonstration project, the first phase of the science and technology innovation demonstration project, was completed and put into operation, with a production scale of 50 MW/100 MWh. This project marks a new stage of large-scale commercial application of sodium-ion battery energy storage technology.
With the continuous development of the energy sector, from lithium-ion batteries to photovoltaic power generation to energy storage systems, sodium-ion batteries are seen as the next promising technology. Although sodium-ion batteries have a low energy density, their cost advantages, safety, and high and low temperature performance bring potential application prospects. Compared with lithium-ion batteries, sodium-ion batteries have the advantages of abundant resource reserves, low cost, and fast charging. Theoretically, the cost of sodium battery materials can be 30%-40% lower than that of lithium batteries. However, it lags behind lithium-ion batteries in terms of energy density, and is suitable for market segments such as electric two-wheelers, energy storage, and low-speed electric vehicles.
A-share related concept stocks mainly include Huayang shares (600348), Shanghai Xiba (603200), etc.
The Shanghai Cooperation Organization (SCO) summit is about to be held to achieve transport connectivity
It is reported that the Council of Heads of State of the Shanghai Cooperation Organization will be held in Astana, the capital of Kazakhstan. After 23 years of joint efforts, the SCO has become a security barrier, a bridge of cooperation, a bond of friendship and a constructive force in the region. According to the memorandum signed at last year's SCO summit, Belarus will join the SCO as a full member at the Astana summit, bringing the number of SCO member states to double digits, a "historic breakthrough" and a sign that the SCO is gradually becoming the most influential regional international organization.
Analysts believe that the meeting will emphasize the strengthening of trade, investment and infrastructure construction, and consider the development of a unified map of transport connectivity, which has great geo-economic and political value in terms of transport connectivity, and will promote the deep integration of China and the international markets of Central Asia, South Asia, West Asia and Europe, and become a landmark project for interconnection and mutual benefit between China and the SCO covered countries under the framework of the "Belt and Road". It will not only build the southern access road of the new Eurasian land bridge and broaden the transportation scope, but also change the traffic pattern in the western part of the mainland.
A-share related concept stocks mainly include Tianshun shares (002800), Bakken Energy (002828), etc.
The supply of concentrate is tight, overseas demand is strong, and lead prices continue to rise
According to reports, the terminal shows that as of June 30, the Shanghai Lead 2409 futures contract (code: PB2409) listed on the Shanghai Futures Exchange has risen for four consecutive months, with a cumulative increase of 22.34% this year. In the past, the first half of the year was the off-season for lead consumption, but now there is a pattern of off-season. Industry insiders said that the supply of lead concentrate is tight, the operating rate of recycled lead production capacity is low, and overseas demand is strong, and it is expected that lead prices are expected to rise further when the regular peak season arrives in the second half of the year.
A-share related concept stocks mainly include Yuguang Gold and Lead (600531), Huayu Mining (601020), etc.
Significant winning bids
PowerChina: The consortium signed an EPC general contracting contract of 8.13 billion yuan for the Sunan Huangcheng Pumped Storage Project
China Power Construction (601669) announced on the evening of July 1 that the company's subsidiary, PowerChina Northwest Survey, Design and Research Institute Co., Ltd. (the leader of the consortium), and China Water Resources and Hydropower Fourth Engineering Bureau Co., Ltd. formed a consortium to sign the EPC general contracting contract of Sunan Huangcheng Pumped Storage Project with China Power Construction Sunan Pumped Storage Co., Ltd., with a contract amount of about 8.13 billion yuan and a project duration of about 3,044 days.
Sinochem Geotechnical: A wholly-owned subsidiary won the bid for a 275 million yuan project
Sinochem Geotechnical (002542) announced that its wholly-owned subsidiary, Beijing Changdao, won the bid for the runway expansion and ancillary works of the flight area of the fourth phase reconstruction and expansion project of Xishuangbanna Airport, with a bid amount of 275 million yuan and a construction period of 730 calendar days.
Oriental Tower: Won the bid for a procurement project of 122 million yuan
Dongfang Tower (002545) announced that it won the bid for the No. 1 and No. 2 main steel structure procurement project of Dongfang Electric Group Dongfang Boiler Co., Ltd. Diantou Phase II, with a total amount of 122 million yuan including tax, accounting for about 3.04% of the company's audited operating income in 2023.
Far Eastern Group: In June, the subsidiary won a total of 2.057 billion yuan for the project
Far Eastern Group (600869) announced on the evening of July 1 that in June 2024, the company received a total of 2.057 billion yuan of contract orders from subsidiaries that won bids/signed contracts of more than 10 million yuan.
Wasion Information: In June, a total of 28.8668 million yuan was awarded for the project
Wasion Information (688100) announced on the evening of July 1 that it won the bid for the 2024 NB-IoT smart water meter base meter components and electronic components procurement project of Guangzhou Suishui Trading Co., Ltd. and the fourth single-source special vehicle batch project of Hunan Xingdian Group Co., Ltd. in 2024 for the provincial management industry. The total bid amount of the above projects is about 28.8668 million yuan, accounting for 1.3% of the company's audited total operating income in 2023.
Hongrun Construction: Won the bid of 398 million yuan Shanghai rail transit project
Hongrun Construction (002062) announced on the evening of July 1 that it recently received a notice of winning the bid for the construction of Shanghai Construction Project, and the civil engineering 2 project of the southern extension project of Shanghai Rail Transit Line 15 was contracted by the company, with a bid price of 398 million yuan, and the winning bid price of the project accounted for 6.19% of the company's operating income in 2023.
Yaguang Technology: The holding subsidiary signed a production reserve agreement with a special institutional customer
Yaguang Technology (300123) announced on the evening of July 1 that its holding subsidiary, Chengdu Yaguang, recently received the "Product Estimation and Production Agreement" signed with special institutional customers, with a total amount of 123 million yuan, accounting for 7.77% of the company's audited operating income in the most recent fiscal year.
Beixin Road & Bridge: A consortium of subsidiaries won the bid for a 478 million yuan project
Beixin Road and Bridge (002307) announced on the evening of July 1 that the consortium formed by the subsidiary Corps Communications Construction and Xinjiang Xiaohaizi Water Conservancy Construction and Installation Engineering Co., Ltd. was determined to be the winning bidder of the G217 Line 53 Regiment - Tumshuk Highway (Third Contract Section) (Engineering Construction). The winning bid amount is 478 million yuan. On the same day, it was announced that the consortium formed by the company (leader) and Xinjiang Bingjian Gaohe Construction Engineering Co., Ltd. was determined to be the EPC general contractor of road engineering and infrastructure supporting facilities in the first phase of the municipal infrastructure construction project in the center of Baiyang city center of the Ninth Division (bid section 2: Economic Development Zone), and the EPC general contracting of road engineering and infrastructure supporting facilities in the first batch of the municipal infrastructure construction project in the center of Baiyang city center of the ninth division (bid section 4). The company is responsible for the construction of the second and fourth bid sections of the project, of which the construction cost of the second bid section of the project is 135 million yuan, and the construction cost of the fourth bid section of the project is 213 million yuan.
Shareholders increase or decrease their holdings
Urban Development Environment: Shareholder Great Wall Life Insurance has recently increased its holdings of 1% of the company's shares
Urban Development Environment (000885) announced on the evening of July 1 that it received the "Notification Letter on the Increase in Shareholdings" from the shareholder Great Wall Life Insurance Co., Ltd. (hereinafter referred to as "Great Wall Life") on July 1, and learned that it would increase its holdings of 6.421 million shares of the company through centralized trading on the stock exchange from May 17 to June 28, 2024, accounting for 1% of the company's total share capital.
Qitian Technology: Shareholders plan to reduce their holdings of no more than 1% of the company's shares
Qitian Technology (300061) announced on the evening of July 1 that Bosera Capital-Conant No. 2 Special Asset Management Plan, a shareholder holding 5.26% of the company's shares, plans to reduce the number of shares of the company by centralized bidding within three months after the announcement of the shareholding reduction plan by centralized bidding transactions not exceeding 6,589,900 shares (no more than 1% of the company's total share capital).
Dian Diagnostics: The deputy general manager intends to increase his shareholding in the company by no less than 1 million yuan
Dian Diagnostics (300244) announced on the evening of July 1 that Tao Jun, deputy general manager and secretary of the board of directors of the company, intends to increase his holdings of the company's shares through centralized bidding through the Shenzhen Stock Exchange trading system within 3 months from July 2, 2024, with an amount of not less than 1 million yuan.
Haitong Development: Shareholders plan to reduce their holdings of no more than 3% of the company's shares in total
Haitong Development (603162) announced on the evening of July 1 that Pingtan Eagle holds 3.75% of the company's shares and intends to reduce its holdings of no more than 2.75% of the company's shares; Industrial Securities holds 0.25% of the company's shares and intends to reduce its holdings of no more than 0.25% of the company's shares. The above-mentioned shareholders are persons acting in concert.
New China Hong Kong: The controlling shareholder promised not to reduce the company's shares within 12 months
Xinzhonggang (605162) announced on the evening of July 1 that the company recently received the "Letter of Commitment on Not Reducing the Shares of Zhejiang Xinzhonggang Thermal Power Co., Ltd." issued by Zhejiang Yuesheng Group Co., Ltd. (hereinafter referred to as "Yuesheng Group"), the controlling shareholder of the company, and Yuesheng Group voluntarily promised not to take the initiative to reduce its holdings of the company's shares in any way within 12 months.
Hangzhou Thermal Power: Shareholders Huashi Investment and others plan to reduce their holdings of the company's shares
Hangzhou Thermal Power (605011) announced on the evening of July 1 that Huashi Investment holds 4.4989% of the company's shares, and Hangre No. 1, Hangre No. 2 and Hangre No. 3 hold 1.2178%, 1.2069% and 1.1744% of the company's shares respectively. Hangre No. 1, Hangre No. 2 and Hangre No. 3 are employee shareholding platforms before the company's listing. Huashi Investment intends to reduce its holdings of no more than 3% of the company's shares through centralized bidding and block trading, and Hangre No. 1, Hangre No. 2 and Hangre No. 3 plan to reduce their holdings of 0.3045%, 0.3017% and 0.2936% of the company's shares respectively through centralized bidding.
Shareholder buybacks
Meibang Apparel: It is planned to repurchase the company's shares for 30 million yuan - 50 million yuan
Meibang Apparel (002269) announced that it plans to repurchase the company's shares for 30 million yuan to 50 million yuan for employee stock ownership plans or equity incentives, and the repurchase price does not exceed 1.75 yuan per share.
CATL: As of June 30, 2024, a total of 2.446 billion yuan has been repurchased
CATL (300750) announced on the evening of July 1 that as of June 30, 2024, the company has repurchased 14.4838 million shares of the company through the stock trading system of the Shenzhen Stock Exchange through centralized bidding transactions, accounting for 0.3293% of the company's current total share capital, with the highest transaction price of 194.10 yuan per share, the lowest transaction price of 146.31 yuan per share, and the total transaction amount of 2.446 billion yuan (excluding transaction costs). The company will continue to implement the repurchase plan during the repurchase period according to market conditions, and fulfill the information disclosure obligations in a timely manner in accordance with relevant regulations.
Important Announcements
Jinlong shares: the initial public offering of shares of Dongguan Securities, a shareholding company, resumed review
Jinlong shares (000712) announced that it recently received a notice from Dongguan Securities Co., Ltd. (hereinafter referred to as "Dongguan Securities"), a shareholding company, that Dongguan Securities has submitted to the Shenzhen Stock Exchange the "Application for the Review of the Resumption of Initial Public Offering and Listing" and IPO update application documents. The Shenzhen Stock Exchange recently accepted the above documents, and the IPO of Dongguan Securities has resumed review.
Chifeng Gold: Subsidiary transferred 141 million shares of Tietuo Mining
Chifeng Gold (600988) announced that the company's wholly-owned subsidiary, Chijin Hong Kong, holds 141 million ordinary shares of TIETTO MINERALS LIMITED ("TIETUO MINING"), an Australian listed company. In May 2024, Zhaojin Mining Co., Ltd. ("Zhaojin Mining") commenced a conditional tender offer for all the shares of Tietuo Mining, and after careful study, the Company has agreed to the final offer of Zhaojin Mining to transfer all the shares of Tietuo Mining held by Chijin Hong Kong to Zhaojin Mining at a transaction consideration of A$0.68 per share. After the completion of this transaction, Chijin Hong Kong no longer holds the shares of Tietuo Mining, and the monetary funds recovered are equivalent to about RMB 456 million, and the shares held by Tietuo Mining and the impact of this transaction on the profit and loss of the period are equivalent to about RMB 78.4393 million.
Xinhu Zhongbao: The controlling shareholder is planned to be changed to Quzhou Zhibao The actual controller is planned to be changed to Quzhou State-owned Asset Management Institution
Xinhu Zhongbao (600208) announced that the company intends to re-elect the 11th board of directors and conduct the election of the 12th board of directors. The board of directors of the company is composed of 7 directors, of which 2 non-independent directors and 1 independent director are nominated by the company's largest shareholder, Quzhou Zhibao Enterprise Management Partnership (Limited Partnership) (hereinafter referred to as "Quzhou Zhibao"), and 1 non-independent director is nominated by Quzhou Zhibao's related party, Quzhou Xin'an Caitong Intelligent Manufacturing Equity Investment Partnership (Limited Partnership), Quzhou Zhibao and its affiliates nominated non-independent directors account for 3/4 of the company's non-independent directors, and the nominated independent directors account for 1/3 of the company's independent directors. If the general meeting of shareholders of the company deliberates and approves the above matters, Quzhou Zhibao and its affiliates can control the board of directors of the listed company, and the controlling shareholder of the company will be changed to Quzhou Zhibao in combination with Quzhou Zhibao has become the largest shareholder of the company; The actual controller is proposed to be changed to Quzhou state-owned asset management institution.
Haike Xinyuan: triggering the conditions for the initiation of stock price stabilization measures
Haike Xinyuan (301292) announced that on April 20, 2024, the company disclosed its 2023 annual report, and the company's latest audited net assets per share were 14.02 yuan. From June 3, 2024 to July 1, 2024, the closing price of the company's shares has been below 14.02 yuan for 20 consecutive trading days, meeting the conditions for triggering the triggering of stock price stabilization measures. The company will formulate a specific plan for the company's stock price stabilization within 10 trading days after the stock price triggers the conditions for initiating the stock price stabilization measures.
Huayi Group: It plans to acquire 60% of the shares of an industrial gas company for 832 million yuan
Huayi Group (600623) announced that the company intends to acquire 60% of the shares of Shanghai Huayi Industrial Gases Co., Ltd. (hereinafter referred to as "Industrial Gases") held by Shanghai Huayi Holding Group Co., Ltd. (hereinafter referred to as "Shanghai Huayi"), a related party of the company, at a price of 832 million yuan in cash. After the completion of the acquisition, the Company and Shanghai Huayi intend to provide guarantees for the industrial gas company according to the share ratio, and contribute unpaid registered capital according to the share ratio. Shanghai Huayi is the controlling shareholder of the company, and according to relevant regulations, Shanghai Huayi is a related party of the company, and this equity acquisition constitutes a connected transaction. After this equity acquisition, the company will reduce the related party transactions with Shanghai Huayi to avoid competition in the same industry.
Haitai Development: 81 million yuan to bid for the land use right of residential and commercial land in an urban area
Haitai Development (600082) announced that the company recently obtained the right to use the state-owned construction land numbered Jinbin Gao (hanging) No. 2024-1 land parcel publicly listed and transferred by the Land Development Center of Tianjin Binhai New Area through public bidding. The land area of the plot is 22,429.5 square meters, and the planned use is urban residential and commercial land, with a total transaction price of 81 million yuan. After the company bids for the above-mentioned land, it is mainly used for the construction of TFI Huayuan Park Science and Technology Innovation Talent Apartment and supporting facilities, and the completion of the project will effectively enrich the living supporting resources of the park and have a positive impact on the rental and sales of the company's existing projects.
Wanfang Development: Acquired a 40% stake in Wanfang Maijie, a holding subsidiary
Wanfang Development (000638) announced that the company signed the "Equity Transfer Agreement" with Yang Kai, a shareholder who holds 40% of Wanfang Maijie, on June 30, 2024, and the two parties agreed that the company would transfer 40% of the equity of Wanfang Maijie held by Yang Kai at a consideration of 1 yuan. After the completion of this acquisition, the company will directly hold 100% of the equity of Wanfang Maijie.
Hengwei Technology: 529,600 yuan of electronic commercial paper has been paid and settled
Hengwei Technology (603496) issued a clarification announcement, and recently the company has paid attention to the fact that the bill information disclosure platform of the Shanghai Bills Exchange shows that the company has a record of overdue payment of electronic commercial bills, which has attracted market attention. In order to avoid misleading investors, the company explained the above matters and clarified as follows: After verification, the electronic commercial paper was overdue due to the failure of the opening bank to complete the transfer of funds in time. The amount involved in the company's electronic commercial paper is 529,600 yuan, and the maturity date is June 27, 2024. On that day, the company had sufficient funds in the bank account to open the account, and the account balance was sufficient to redeem the maturing electronic commercial paper. As of July 1, 2024, the above-mentioned electronic commercial paper has been paid and settled. At present, the company's capital operation is normal, and there is no credit risk.
*ST Jiyao: The stock price is lower than 1 yuan for the first time, and there is a risk of termination of listing
*ST Jiyao (300108) announced on the evening of July 1 that on July 1, the closing price of the company's shares was 0.93 yuan per share, the first time that the closing price of the stock was lower than 1 yuan. If the closing price of the company's shares is lower than 1 yuan for 20 consecutive trading days, the company's shares are at risk of being terminated.
Tibet Everest: The company's actual control of the Argentine Sun Company has obtained the approval of the environmental impact assessment
Tibet Everest (600338) announced on the evening of July 1 that the company through the holding of 87.5% of Tibet Everest Resources (Hong Kong) Co., Ltd. and other two-level channel companies, currently actually control the grandson company Argentina Lithium Potassium located in the Salta Province of the Argentine Republic, and is promoting the investment and construction of the "Lithium Extraction Construction Project with an Annual Output of 30,000 tons of Lithium Carbonate Salt Lake" of the Ángeles Lithium Salt Lake Mining Rights Group. On June 28, 2024 local time in Argentina, Ángeles' "Lithium Extraction Project from a Lithium Carbonate Salt Lake with an Annual Output of 30,000 Tons" officially obtained the "Environmental Impact Statement" (DIA) issued by the relevant departments of Salta Province.
Beijing Culture: As of June 30, the box office of the movie "There is a Commissary in the Clouds" reached 368 million yuan
Beijing Culture (000802) announced on the evening of July 1 that the film "There is a Commissary in the Clouds" produced by the company has been released in China from 09:00 on June 22, 2024. According to the data of China Film Data Information Network, as of 24:00 on June 30, 2024, the film was released in China for 9 days, and the cumulative box office revenue (including service fees) was about 368 million yuan, more than 50% of the company's operating income in the audited consolidated financial statements of the most recent fiscal year. As of June 30, 2024, the company's operating income from the film is about 2.2 million yuan to 2.4 million yuan.
*ST Bugao: The reorganization plan of the company and its 14 subsidiaries was approved by the court
*ST BBK (002251) announced on the evening of July 1 that on June 30, the company and its 14 subsidiaries received the "Civil Ruling" delivered by the Xiangtan Intermediate People's Court, ruling to approve the reorganization plan of BBK shares and its 14 subsidiaries, and terminate the reorganization procedures of BBK shares and its 14 subsidiaries.
Guangdong Construction Engineering: Wind power generation projects of wholly-owned subsidiaries are connected to the grid for power generation
Guangdong Construction Engineering (002060) announced on the evening of July 1 that the first batch of 2 wind turbines (11.12MW) of the 100MW wind power project in Maodonglai, Puding County, invested and constructed by Puding County Yue Hydropower Energy Co., Ltd., a subsidiary of the Second Bureau Group, a wholly-owned subsidiary, will be connected to the grid for power generation, and the remaining wind turbines of the project are being built and will be connected to the grid one after another. Up to now, the company has put into operation a total of 4,043.68MW of clean energy projects, including 380.5MW of hydropower, 734.12MW of wind power and 2,929.06MW of photovoltaic power.
Longyuan Power: The controlling shareholder intends to inject part of the new energy assets into the company
Longyuan Power (001289) announced on the evening of July 1 that the controlling shareholder China Energy Group intends to start the work of injecting some new energy assets into the company. The proposed injection of new energy assets is the equity of new energy companies that meet the injection conditions in some provincial companies under the National Energy Group, and the installed capacity of new energy is expected to be about 4 million kilowatts, and it is initially planned to be injected in batches.