The four departments issued guidelines for the construction of the national artificial intelligence industry standardization system
Ministry of Industry and Information Technology: The four departments issued the "Guidelines for the Construction of a Comprehensive Standardization System for the National Artificial Intelligence Industry (2024 Edition)". The goal is that by 2026, the linkage level between standards and industrial scientific and technological innovation will continue to improve, and more than 50 new national standards and industry standards will be formulated, and the standard system leading the high-quality development of the artificial intelligence industry will be accelerated.
Ministry of Industry and Information Technology: Open up new tracks such as artificial intelligence
Ministry of Industry and Information Technology: Zhao Zhiguo, Chief Engineer of the Ministry of Industry and Information Technology, said at the 2024 Global Digital Economy Conference that in recent years, the Ministry of Industry and Information Technology has anchored the strategic goals of manufacturing power, network power and digital China, and solidly promoted the construction of the digital economy. It will strengthen the R&D and application promotion of cutting-edge technologies, open up new tracks such as artificial intelligence, humanoid robots, and 6G, create iconic products, and build new advantages for future development.
The GST reform is close to luxury goods or the first to be piloted
In the new round of reform of the fiscal and taxation system, further improving the local tax system is one of the key directions of the reform. Among the four major types of taxes on the mainland, consumption tax is the only tax that has not yet been shared by the central government and the local government, so it has been given high hopes in the new round of reform. Analysts generally believe that expanding the scope of collection, moving back the collection link, and steadily delineating the local area are the three major points of interest in the future consumption tax reform.
The Shanghai Stock Exchange held a symposium for securities companies to promote the reform of the Science and Technology Innovation Board
The Shanghai Stock Exchange recently held a symposium on the "Eight Articles of the Science and Technology Innovation Board" for securities companies, and had in-depth exchanges with representatives of research institutes of a number of securities companies, fully listening to opinions and suggestions, aiming to steadily promote the implementation of various policies and measures to deepen the reform of the Science and Technology Innovation Board. It is reported that the participants focused on the hot issues of current market concern and promoted the implementation of the "Eight Articles of the Science and Technology Innovation Board" for in-depth discussions, and put forward constructive opinions and suggestions.
Check the accounts of employees and relatives! Securities firms comprehensively and strictly prevent employees from speculating in stocks
With the full promotion of strict supervision, the investigation and punishment of securities companies for employees' illegal stock speculation is also increasing. A leading brokerage practitioner said that his company recently launched a three-year reverse investigation of the stock accounts of insiders and their relatives to maximize the detection of illegal stock speculation.
Changsha: Residential commercial houses such as apartments with difficulties in development and decentralization can be adjusted to residential
Changsha Municipality issued the "Notice on Matters Concerning Supporting the Adjustment of Residential Housing of Apartments and Other Categories of Residential Housing", clarifying that within the jurisdiction of Changsha City, the planning approval of new residential projects such as apartments will be suspended; Residential commercial houses such as apartments that have completed the approval of the general plan of the project, but have difficulties in development and decentralization, can be adjusted to residential buildings in accordance with regulations and procedures after being demonstrated and feasible on the premise of ensuring that the carrying capacity of public service facilities and basic supporting facilities is met.
Heavy! Guojiao 1573 price increase Moutai 1935 suspended delivery
Moutai Sauce Liquor Marketing Company issued a notice stating that Moutai 1935 has completed various tasks this year ahead of schedule, and in order to ensure the benign and healthy development of the market, the contract plan for Moutai 1935 Liquor has been suspended. In addition, according to the first financial report, in recent years, the batch price of bulk bottles of Feitian Moutai has stabilized, and many private platforms have quoted more than 2,300 yuan/bottle, and some even have quotations approaching 2,400 yuan/bottle. Luzhou Laojiao raised the price of 38 degrees National Cellar 1573 classic pack.
Giants pass on the bearish! Samsung Electronics strikes Nvidia faces antitrust charges
The largest labor union of chip giant Samsung Electronics said it would hold a three-day strike. Analysts pointed out that Samsung Electronics is the world's largest memory chip manufacturer, and the strike may affect the world's key semiconductor supply chain. At the same time, NVIDIA, a leading global AI chip company, faces French antitrust charges, and if found to be in violation, it will be fined up to 6.09 billion US dollars, equivalent to about 44.3 billion yuan.
The main contract of container shipping European line futures rose more than 3%, approaching the 5,500-point mark, continuing to hit a new high since listing
On July 2, the main contract of the European line reached 5,575 points, up nearly 5% in the day, hitting a new high since listing, and the stock prices of a number of listed shipping companies rose rapidly in the afternoon. The Shanghai Export Container Settlement Freight Index (SCFIS) has risen for 10 consecutive weeks on the European route, also hitting a new high this year. In the current situation, the situation of "hard to find" has reappeared. Moreover, in the view of the industry, the impact of the "Red Sea incident" will continue to ferment in the second half of the year, and the adjustment of the route will lead to an increase in the volume of goods in transit ports.
Shanghai borrowed 10 billion yuan from the Buddha? Authoritative response: Pure rumors
Rumor has it that Shanghai temporarily borrowed 10 billion yuan of incense money from temples in its jurisdiction as short-term working debt. The reporter of the Shanghai Rumor Refutation Platform learned from the Ministry of Civil Affairs and the Ministry of Finance that the rumor was untrue and purely a rumor.
The Dark Side of the Moon Releases "Contextual Caching" Technology, Saying It Can Reduce Costs by Up to 90%
The cost reduction of large models represented by the "price war" is still continuing, but compared with direct price reduction, Beijing Dark Side of the Moon Technology Co., Ltd. (hereinafter referred to as "Dark Side of the Moon") has proposed an efficiency plan. On July 2, the company announced that its large model Kimi officially opened the platform and officially tested a new technology - Context Caching. According to Dark Side of the Moon, this technology will reduce the cost of using long text flagship models for developers by up to 90%.
CATL: Q3 production schedule shows a quarter-on-quarter growth trend The 8-ton aircraft is expected to be released in 2027-2028
CATL said in a survey on July 2 that the company's overall production schedule is good, and the recent and third quarter production schedules have shown a quarter-on-quarter growth trend. The company said that the company continues to invest firmly in all-solid-state batteries, and the technology is at the industry-leading level, and it is expected to achieve small batch production in 2027. The company has launched condensed matter batteries with an energy density of up to 500Wh/kg, which can be used for the electrification of civil aircraft. At present, the company is working with partners to develop electric aircraft, has successfully tested 4-ton civil electric aircraft, and is accelerating the research and development of 8-ton aircraft, which is expected to be released from 2027 to 2028.
In June, Shanghai's property market was hot: new housing transactions hit a one-year high, and second-hand housing returned to its peak in three years
The "Shanghai Nine" New Deal is full moon, and the Shanghai property market has repeatedly hit new highs. In terms of new houses, according to the data of Shanghai Zhongyuan Real Estate, the transaction volume of Shanghai's property market in June showed a rapid upward trend, with the transaction area of newly built commercial residential buildings reaching 805,000 square meters, an increase of 61.0% month-on-month and a new high in the past year. According to the data monitored by Youwei Real Estate Research Center, 6,677 new houses were sold in Shanghai in June, an increase of 63.55% month-on-month.
The WAIC2024 is about to be held, and the domestic large model has received special attention
The World Artificial Intelligence Conference and High-level Conference on Global Governance of Artificial Intelligence (WAIC2024) will be held in Shanghai from July 4 to July 6. The exhibition scale, the number of exhibitors, the number of highlight exhibits, and the number of new products launched at this conference have all reached the highest level in history.
The main forum of the conference will focus on applications, discuss the new paradigm of multi-modal large models to give birth to applications, and deeply exchange the product reshaping of multi-modal large models and the changes of industrial ecology. The computer team of Haitong Securities pointed out that with the acceleration of more localized advantageous strategic layout and application implementation of domestic large model manufacturers, it is expected to continue to promote the growth of multimodal AI applications and AI large model related enterprises.
Among the listed companies, Insai Group (300781) realizes intelligent content generation in various forms such as text, pictures, and videos based on various third-party large-scale models and AIGC multi-modal models dedicated to the self-developed marketing field, and applies them to specific business scenarios such as intelligent planning, copywriting, graphic design, and video production.
Shengxun Co., Ltd. (003004) has a long-term accumulation of multi-source and multi-modal algorithms and models, and has formed an industrialized intelligent application in the field of security and security inspection after long-term training on the basis of industry big data that has been precipitated for many years.
Henan's latest policy released! All power generation will be connected to the grid before July 14
Henan Provincial Power Grid issued the "Notice on the Arrangement of Distributed Photovoltaic Grid Connection", which proposes to enter all distributed photovoltaic projects that have been completed and cannot be connected to the grid into the system before July 2, and complete grid-connected power generation before July 14!
According to the 2024 National Energy Work Conference of the National Energy Administration, the new installed capacity of wind power and photovoltaic power in the country is about 200 million kilowatts. In the first quarter of 2024, China's new PV installed capacity reached 45.75GW, compared with 33.66GW in the same period last year, and China's PV continued to maintain a growth trend. Shanxi Securities Research Report said that considering the current increase in the IRR of optical storage and the gradual liberalization of the red line of consumption in some areas to 90%, it is expected that the domestic installed capacity is expected to maintain a growth of about 20% under a high base this year, corresponding to a new installed capacity of 260GW.
Among the listed companies, Deye (605117) inverter products belong to the components of photovoltaic power generation systems.
Sineng (300827) energy storage and power quality management products can be applied to the power grid to improve the peak and frequency regulation and new energy consumption capacity of the power grid, and realize the safe, stable and high-quality economic operation of the power grid. Energy storage converter related products have been widely used in photovoltaic + energy storage, wind power + energy storage and other fields.
The first open-source humanoid robot in China will be released soon
Recently, Yang Zhengye, director of the market system of the National and Local Co-construction Humanoid Robot Innovation Center, revealed at the 2024 World Artificial Intelligence Conference that its self-developed full-size general-purpose humanoid robot, Qinglong, will be released and open sourced on July 4. This is also the first open-source humanoid robot public version product in China.
Kaiyuan Securities said that in 2024 or the first year of mass production of humanoid robots, the convening of the humanoid robot industry conference is expected to promote the rapid development of the industry, and humanoid machine manufacturers are expected to enter the "fast lane" of development.
In terms of the company, Siling Co., Ltd. (301550) robot parts products plan to cover industrial robots, collaborative robots and humanoid robots. At present, the harmonic reducer has been in the early stage of preparation for mass production.
Fengli Intelligent (301368) main products include small module gears, precision reducers and parts, new energy transmission and pneumatic tools and other products; The company's products are widely used in new energy vehicles, robots, smart homes, medical equipment, power tools, power station remote control systems and other fields as important components. The company said that the large-scale development of humanoid robots will have a certain increase in the company's business. The company's harmonic reducer is in the process of sending samples with the robot as a whole.
Production capacity is in short supply, and it is reported that TSMC will further expand its advanced packaging capacity
According to media reports, TSMC is fully expanding its CoWoS production capacity and has found land for the construction of an advanced packaging plant in Huwei Park, Yunlin County, Taiwan. AI semiconductors are currently the focus of the global chip market, and giants such as NVIDIA have equipped their AI computing chips with HBM memory. In the integrated packaging process of computing chips and HBM, TSMC's CoWoS has the highest maturity and has become the mainstream choice.
One of the main packaging forms currently used by AI and high-performance computing chip manufacturers is TSMC CoWos. According to TSMC, the accelerated development of AI will drive the rapid growth of demand for advanced packaging CoWos, and its CoWos production capacity is currently tight and will be expanded from 2024 to 2025. According to industry analysts, TSMC's monthly CoWoS output will double to 40,000 pieces in 2024, rise to 55,000~60,000 pieces in 2025, and further reach 70,000~80,000 pieces in 2026. Xia Qingying of Wanlian Securities said that TSMC, as an international leading foundry, has insufficient CoWoS packaging capacity, which shows that the overall CoWoS production capacity of the industry is in short supply.
Among the listed companies, Jingfang Technology (603005) said that the CoWos process is one of TSMC's 3D packaging core processes, and similar to many other advanced packaging in the industry, its core processes include major changes in the wafer-level process replacing the traditional packaging process. These wafer-level processes include a series of technologies such as wafer-level TSV, wafer-level rewiring RDL, wafer-level die bonding D2W, wafer-level bump, etc. The company focuses on advanced packaging services for integrated circuits, has diversified advanced packaging technologies, and relies on advanced processes such as wafer-level packaging, TSV through-silicon vias, and fan-out packaging to provide customers with high-density integrated processes.
The application equipment of Kaige Precision Machinery (301338) in the field of advanced packaging mainly includes packaging equipment, ball planting equipment, printing equipment and dispensing equipment.
A number of new products from the giant will be officially released, and the technology has become a key force in driving the market recovery
Honor terminal announced,GloryMagicFlagship new product launch conference will be held in Shenzhen on July 12,At that time,GloryMagicV3、GloryMagicVs3、GloryMagicMagicPad 2、GloryMagicBook Art 14A variety of new products will be officially released。
In the past two years, folding screen technology has become a key force driving the recovery of the smartphone market. According to market research firm Counterpoint Research, in the first quarter of 2024, China's folding screen phone sales increased by 48% year-on-year, while the overall smartphone market grew by only 2% in the same period. At present, the brands that have launched folding mobile phones include Samsung, Huawei, Xiaomi, Honor, OPPO, vivo, Nubia, Motorola, etc., and it can be said that in addition to Apple, almost all head brands have entered the market. Galaxy Securities pointed out that the technology and experience of folding screen mobile phones are further maturing, coupled with the decline in prices, it is expected to further promote the penetration rate of folding screen mobile phones and gain more consumer recognition. According to Counterpoint's forecast, China's folding screen phone shipments will exceed 10 million units in 2024 and reach 17 million units in 2025.
Among the listed companies, Hongxin Electronics (300657) began to lay out the technology and research and development of folding screens as early as a few years ago, and its products have been matched with a variety of folding models of multiple brands. At present, the folding machine brand customers that are proofing or mass producing include Company H, Honor, Xiaomi, Motorola, etc.
300684 In the consumer electronics industry, the main products provided by the company are: high thermal conductivity graphite products, thermal interface materials, heat pipes, vapor chambers, thermal modules, EMI shielding materials, adhesive materials, sealing materials, etc. It has basically achieved full coverage of the head customers in the 3C industry, and has served major consumer electronics customers at home and abroad such as major North American customers, Samsung, Microsoft, Google, HW, Honor, Xiaomi, OPPO, and DJI for a long time.
Huaqin Technology (603296) and Honor have been multi-category partners for many years, including R&D, design and manufacturing of smartphones, tablets, wearables, TWS earphones, AIPC and other categories.
The automaker raised its full-year sales target by about 5%, and the new product cycle is strong
According to media reports, Geely Automobile's total sales in June were 166085 vehicles, up about 24% year-on-year. Geely Automobile said it had decided to raise its full-year sales target by about 5% to 2 million units.
Looking forward to 2024H2, ZEEKR MIX and Galaxy E5 will be launched, and other new cars include Galaxy 2 SUVs, ZEEKR medium and large SUVs, and Lynk & Co pure electric models, with a strong product cycle. Cinda Securities believes that electric vehicles from the Spring and Autumn Period to the Warring States, after experiencing the "melee of the princes", the inflection point of independent rise and pattern clearance has arrived. For the vehicle sector, the first half of electrification has been divided, and the differentiated competition lies in intelligence, globalization, and market segment layout, wrestling in the second half. For the parts sector, the core selects the "double-click" targets in the "high-quality track" from the two dimensions of "product" and "customer".
In terms of the company, Shuanglin Co., Ltd. (300100)'s HDM products are mainly used in automotive cockpits or intelligent cockpits of new energy vehicles, and the products include BYD, Geely, Xiaopeng, Ideal, Weilai, Cialis and other terminal car companies.
Advertised shares (301181) are deeply engaged in automotive nylon pipelines, and are one of the few nylon pipeline enterprises in China that have entered joint ventures such as Volkswagen, and have directly or indirectly entered customers such as Volkswagen New Energy, BYD, Ideal, Geely, etc.
Huawei and Wuhan Xinxin jointly developed HBM to focus on industry chain companies
Huawei is reportedly working with Wuhan Xinxin to develop high-bandwidth memory (HBM) products to meet the demand driven by artificial intelligence (AI). At the beginning of this year, Wuhan Xinxin released the bidding project of "R&D and production line construction of high-bandwidth storage chips", which shows that the company will use three-dimensional integrated multi-wafer stacking technology to create domestic high-bandwidth memory (HBM) products with higher capacity, larger bandwidth, lower power consumption and higher production efficiency.
The emergence of HBM overcomes the bandwidth limitations of traditional GDDR and breaks through the limitations of memory walls to meet the demand for high-computing power and high-bandwidth memory in the AI era. HBM's remarkable high speed, high bandwidth, and low power consumption make it a promising application in the field of AI and high-performance computing. The global HBM market has long been firmly dominated by Hynix, Samsung and Micron, the three major storage manufacturers, and the world's major technology giants are bidding for HBM, and the HBM market will grow rapidly under the wave of AI. Domestic storage manufacturers Wuhan Xinxin and Changxin Storage are in the early stages of HBM manufacturing, mainly to meet the application needs of future AI and high-performance computing (HPC) fields.
The main customers of Parsons Brinckerhoff (601133) and Fullert (301297) in semiconductors include Samsung, Hynix, Wuhan Xinxin, Yangtze River Storage, etc.
Low-cost sulfide solid electrolytes have been successfully developed and are suitable for commercialization
According to reports, Professor Ma Cheng of the University of Science and Technology of China has developed a new sulfide solid-state electrolyte for all-solid-state batteries, which can not only demonstrate the inherent advantages of sulfide solid-state electrolytes, but also have a low cost suitable for commercialization that other sulfide solid-state electrolytes cannot achieve. In this study, Ma Cheng developed a sulfide solid electrolyte oxylithium phosphorus sulfide that does not use lithium sulfide as a raw material. This solid electrolyte is synthesized from low-cost lithium hydroxide hydrate and phosphorus sulfide, so its raw material cost is only $14.42/kg, which is less than 8% of the raw material cost of other sulfide solid electrolytes.
Solid-state batteries are considered to be the most promising new generation of power lithium batteries because they can fundamentally improve the performance of two core properties - energy density and safety. At present, all major related companies around the world are getting involved, and accelerating the layout in many fields such as capacity planning, loading facilities and financing, so as to seize the market highland in advance. Industry insiders expect that by 2030, the steady-state market share of solid-state batteries is expected to reach 20%.
A-share related concept stocks mainly include Haishun New Materials (300501) and Xianhui Technology (688155).
A breakthrough in the field of laser manufacturing has greatly reduced costs
Recently, researchers at Stanford University made a breakthrough in the field of laser manufacturing. They succeeded in developing and manufacturing a titanium-sapphire laser on a chip, an innovation that not only reduced the size of the laser by four orders of magnitude (i.e., to 1/10,000th of the original size), but also reduced the cost by three orders of magnitude (i.e., only 1/1000th of the original price).
The titanium-sapphire laser on this microchip has shown broad application prospects in many fields. In the field of quantum physics, it provides an inexpensive and practical solution for downsizing state-of-the-art quantum computers. And in the field of neuroscience, researchers foresee its direct application in optogenetics, a field that allows scientists to control and influence neuronal activity inside the brain through light. Ti:Sapphire lasers emit light pulses extremely fast, once every quadrillion of a second. These excellent performance characteristics will undoubtedly greatly promote the wide application and in-depth development of laser technology in various fields. Going forward, any lab will be able to have hundreds of these high-performance lasers on a single chip, rather than relying on bulky and expensive legacy equipment.
A-share related concept stocks mainly include Huagong Technology (000988), Dier Laser (300776), etc.
Widely used The members of the continental barcode system have jumped to the first place in the world
According to reports, it was learned from the China Article Coding Center that up to now, the number of members of the mainland commodity barcode system has jumped to the first place in the world, and the construction of commodity data resources and e-commerce applications are at the forefront of the world. According to incomplete statistics, the number of daily commodity barcode scans in the world has reached tens of billions of times, and hundreds of thousands of goods are sold by scanning codes every second, saving 300 billion yuan for the FMCG industry every year. Relying on the huge amount of information behind the commodity database, the commodity barcode easily realizes the connection between the physical commodity and its digital identity information, improves the speed and quality of product circulation, and has been applied to all aspects of life such as retail, logistics, manufacturing, medical health, e-commerce, etc., so that businesses and consumers around the world can really benefit.
A-share related concept stocks mainly include New World (000997), Minde Electronics (300656), etc.
Significant investment
Ganneng Co., Ltd.: It plans to invest 192 million yuan to build photovoltaic power generation projects
Ganneng Co., Ltd. (000899) announced that it plans to invest in the construction of a 50MW agricultural (fishery) photovoltaic complementary photovoltaic power generation project in Ganneng Town, Aoshan Town, Shanggao County, with a total planned investment of about 192 million yuan.
Dier Laser: It is planned to invest 3 billion yuan in the construction of the third phase of the Dier Laser R&D and production base
Deere Laser (300776) announced on the evening of July 2 that the company intends to sign the "Cooperation Agreement on the Phase III Project of Deere Laser R&D and Production Base" with the Management Committee of Wuhan East Lake High-tech Development Zone, and the company plans to invest 3 billion yuan in the East Lake High-tech Zone to build the third phase of Deere Laser R&D and Production Base.
Significant winning bids
SK Technology: Signed a cooperative R&D agreement with Qingtao Energy to cooperate in the R&D and industrialization of core key equipment for all-solid-state batteries
SK Technology (688155) announced that the company and Qingtao (Kunshan) Energy Development Group Co., Ltd. (hereinafter referred to as "Qingtao Energy") signed a cooperative R&D agreement on July 2, 2024, and the two parties agreed to give full play to the superior resources of both parties in the future to cooperate in the R&D and industrialization of core key equipment for all-solid-state batteries.
Anhui Construction Engineering: Jointly won the bid for a franchise project of about 10.9 billion yuan
Anhui Construction Engineering (600502) announced on the evening of July 2 that the company and Anhui Construction Construction Investment Group Co., Ltd. won the bid for the S02 Suzhou section of the Xuzhou-Shangqiu Expressway project, with a total investment of about 10.9 billion yuan and a construction period of 36 months.
Jinbei Electrician: Won the bid for a 213 million yuan large-section copper cable centralized procurement project
Jinbei Electrician (002533) announced on the evening of July 2 that the company received the notice of winning the bid issued by China Dongfang Electric Group Co., Ltd. on July 1, confirming that the company is the bidder of the "2024-2025 large-section copper cable centralized procurement" project, and the winning product is wind energy cable; The winning bid amount is 213 million yuan (tax included), and the amount excluding tax accounts for about 1.23% of the company's audited operating income in 2023.
Shareholders increase or decrease their holdings
Jiahua shares: one of the actual controllers intends to increase his holdings of 50,000 shares to 100,000 shares of the company in total
Jiahua Co., Ltd. (603182) announced that Gao Zelin, one of the actual controllers of the company, increased his holdings of 30,000 A shares of the company through centralized bidding with his own funds on June 28, accounting for 0.02% of the company's total share capital. Gao Zelin intends to continue to increase his holdings of the company's shares with his own funds through centralized bidding transactions within 6 months from the date of the first increase, and the total number of shares increased for the first time and subsequently shall not be less than 50,000 shares and not more than 100,000 shares.
Dongpeng Beverage: Shareholder Junzheng Investment intends to reduce its holdings of no more than 3% of the company's shares
Dongpeng Beverage (605499) announced that Tianjin Junzheng Venture Capital Partnership (Limited Partnership) (hereinafter referred to as "Junzheng Investment"), a shareholder of 5% of the company's shares, plans to reduce its holdings of the company's total shares by centralized bidding and block trading by no more than 12,000,300 shares, that is, no more than 3% of the company's total share capital.
Lian Ming shares: The controlling shareholder intends to reduce his holdings of no more than 3% of the company's shares
Lian Ming Co., Ltd. (603006) announced that the company's controlling shareholder, Shanghai Lian Ming Investment Group Co., Ltd. (hereinafter referred to as "Lian Ming Group"), holds 178 million shares of the company, accounting for 69.92% of the company's total share capital. Lian Ming Group plans to reduce its holdings of the company's shares through centralized bidding and block trading according to the market price, and the number of shares to be reduced will not exceed 7,627,600 shares (accounting for 3% of the company's total share capital).
Jiangsu Shentong: Shareholders plan to reduce their holdings of no more than 1% of the company's shares
Jiangsu Shentong (002438) announced on the evening of July 2 that Fenglin Volcano, a shareholder of 7.91%, plans to reduce its holdings of the company's shares by no more than 5,075,375 shares (accounting for about 1% of the company's total share capital) in a block transaction.
Concord Electronics: The employee stock ownership platform intends to reduce its holdings of the company's shares by no more than 1% in total
Concord Electronics (605258) announced on the evening of July 2 that Changzhou Donghe Investment Management Center (Limited Partnership) (hereinafter referred to as "Donghe Investment"), a 2.05% shareholder of the company, and Changzhou Xiecheng Investment Management Center (Limited Partnership) (hereinafter referred to as "Xiecheng Investment"), a 2.05% shareholder, are all employee shareholding platforms of the company, and Zhang Nanguo and Zhang Jianrong, the actual controllers of the company, serve as their executive partners respectively. Donghe Investment plans to reduce its holdings of the company's shares by no more than 440,000 shares, accounting for 0.5% of the company's total share capital, and Xiecheng Investment plans to reduce its holdings of the company's shares by no more than 440,000 shares, accounting for 0.5% of the company's total share capital.
Yellow River Whirlwind: The controlling shareholder, some directors, supervisors and senior executives plan to increase their holdings of the company's shares with a total of 52 million yuan to 100 million yuan
The Yellow River Whirlwind (600172) announced on the evening of July 2 that the company's controlling shareholders, some directors, supervisors and senior executives and 14 core management personnel plan to increase their holdings of the company's shares through centralized bidding within 6 months from the date of disclosure of the announcement, with a total increase of not less than 52 million yuan and no more than 100 million yuan.
Trina Solar: Some executives plan to increase their holdings of the company's convertible bonds with a total of 8 million yuan to 12 million yuan
Trina Solar (688599) announced on the evening of July 2 that some of the company's executives plan to increase their holdings of the company's convertible bonds with their own funds or self-raised funds within three months from July 3, 2024 through centralized bidding transactions through the Shanghai Stock Exchange system. The total amount of this increase is not less than 8 million yuan and not more than 12 million yuan.
Quanwei Technology: Shareholders plan to passively reduce their holdings of no more than 1% of the company's shares
Quanwei Technology (300716) announced on the evening of July 2 that Ge Xuyan, a shareholder of the company, has transferred 8,142,500 shares of the company held by him to the credit transaction guarantee securities account of Great Wall Securities customers due to his participation in margin financing and securities lending business, and his account has triggered the forced liquidation procedure. Great Wall Securities plans to reduce its holdings of the company's shares by no more than 1,600,200 shares within 3 months after 15 trading days from the date of disclosure of this announcement, accounting for no more than 1% of the company's total share capital.
Huaxia Fortune: The chairman plans to increase his shareholding in the company by 10 million yuan to 11 million yuan
Huaxia Fortune (600340) announced on the evening of July 2 that Wang Wenxue, chairman and actual controller of the company, intends to increase his holdings of the company's shares through centralized bidding in the Shanghai Stock Exchange system within 6 months from July 3, 2024, with a total increase of not less than 10 million yuan and no more than 11 million yuan.
Shareholder buybacks
Zhongyi Technology: It is planned to repurchase the company's shares for 13.28 million yuan - 26.55 million yuan
Zhongyi Technology (301150) announced that it intends to repurchase the company's shares for 13.28 million yuan to 26.55 million yuan to maintain the company's value and shareholders' rights and interests, and the repurchase price does not exceed 20.54 yuan per share (inclusive).
Dezhan Health: It is planned to repurchase the company's shares with 200 million yuan - 300 million yuan
Dezhan Health (000813) announced that it plans to repurchase the company's shares with 200 million yuan to 300 million yuan for cancellation and reduction of registered capital, and the repurchase price does not exceed 3.59 yuan per share.
Heung Kong Holdings: plans to repurchase the company's shares for 30 million yuan to 60 million yuan
Heung Kong Holdings (600162) announced on the evening of July 2 that the company intends to repurchase shares with 30 million yuan to 60 million yuan for the later implementation of employee stock ownership plans or equity incentive plans, or the conversion of corporate bonds issued by listed companies that can be converted into shares, and the repurchase price does not exceed 2.47 yuan per share.
Mousse shares: plans to repurchase the company's shares for 120 million yuan - 240 million yuan
Mousse shares (001323) announced on the evening of July 2 that it intends to repurchase the company's shares with 120 million yuan - 240 million yuan, and the repurchased shares will be all used for cancellation to reduce the registered capital, and the repurchase price will not exceed 39 yuan / share (inclusive).
Xinbao shares: The controlling shareholder proposed to repurchase the company's shares for 50 million yuan to 80 million yuan
Xinbao shares (002705) announced on the evening of July 2 that the company's controlling shareholder, Guangdong Dongling Kaiqin Group Co., Ltd. (hereinafter referred to as "Dongling Group"), proposed that the company repurchase all shares with 50 million yuan to 80 million yuan for cancellation and reduce the company's registered capital.
CTI: It is planned to repurchase 2 million shares to 3 million shares of the company
CTI (300012) announced on the evening of July 2 that it intends to repurchase 2 million shares to 3 million shares of the company at a price of no more than 16.83 yuan per share for the implementation of equity incentives or employee stock ownership plans.
Yunji Group: Signed an EPC general contracting contract of 896 million yuan
Yunji Group (001288) announced on the evening of July 2 that the company signed the "EPC General Contracting Contract for 6000t/d Clinker Production Line and Intelligent Belt Conveyor System" with Western International Holdings Uganda Cement Co., Ltd. on June 26, 2024, with a contract amount of 896 million yuan (excluding tax). The company expects that the revenue from the contract will not exceed 110 million yuan.
Earnings forecast
Wanye Enterprise: It is expected that the net profit loss in the first half of 2024 will be about 49 million yuan, a year-on-year loss
Wanye Enterprise (600641) announced that the company expects a net profit loss of about 49 million yuan in the first half of 2024, compared with a net profit of 119 million yuan in the same period last year. During the reporting period, the company's real estate sector entered the closing stage, and the income from real estate delivery decreased, resulting in a decrease in the company's profit; At the same time, the company's special equipment manufacturing business revenue was affected by the industry verification cycle, resulting in a decrease in the company's revenue recognition in the first half of the year, which had a certain impact on the company's profit. At the same time, due to the volatility of the financial market in the first half of 2024, the fair value of financial assets such as snowballs and stocks held by the company has decreased.
Yuheng Pharmaceutical: net profit in the first half of the year increased by 253.99%-360.19% year-on-year
Yuheng Pharmaceutical (002437) released a semi-annual performance forecast for 2024, and it is expected to achieve a net profit of 100 million yuan to 130 million yuan in the first half of the year, a year-on-year increase of 253.99%-360.19%. In the first half of 2024, the sales volume of some of the company's core products will achieve rapid growth, such as Ann Brain Pills/Tablets and Multivitamins for Injection (12).
Action Education: Net profit in the first half of 2024 is expected to increase by 23.32% to 42.29%
Action Education (605098) announced that the company's net profit in the first half of 2024 is expected to be 130 million yuan to 150 million yuan, an increase of 23.32% to 42.29% year-on-year. The main reason for the increase in the company's performance this time is that the company has achieved remarkable results in the implementation of the key customer strategy this year, and the company's brand influence has continued to improve since its listing, which has had a positive impact on the market.
Taotong Technology: Net profit in the first half of 2024 is expected to increase by 101.03% year-on-year to 111.62%
Autel Technology (688208) announced that the company expects to achieve a net profit of 380 million yuan to 400 million yuan in the first half of 2024, a year-on-year increase of 101.03% to 111.62%. It is estimated that in the first half of 2024, the traditional diagnostic business will achieve operating income of 1.46 billion yuan to 1.47 billion yuan, a year-on-year increase of more than 15%; The new energy charging pile business achieved operating income of 370 million yuan to 380 million yuan, a year-on-year increase of more than 80%. In the second quarter of 2024, the company completed the transfer of 5% of the equity of its subsidiary, Saifang Technology, and its shareholding ratio was reduced to 46%, and Saifang Technology was no longer included in the company's consolidated statements, and the resulting investment income of about 99 million yuan was included in the non-recurring profit and loss of the current period.
Fulai New Materials: Net profit in the first half of 2024 is expected to increase by 43.27% to 55.21% year-on-year
Fulai New Materials (605488) announced that the company expects to achieve a net profit of 60 million yuan to 65 million yuan in the first half of 2024, an increase of 43.27% to 55.21% year-on-year. During the reporting period, the company benefited from the advantages of industrial integration, and the revenue of all business segments increased, and at the same time, the company's operating performance achieved steady growth due to the implementation of internal cost reduction and efficiency improvement measures.
ST Quanzhu: net profit loss of 9.8623 million yuan in the first half of the year
ST Quanzhu (603030) released its performance report for the first half of 2024 on the evening of July 2, achieving a total operating income of 435 million yuan in the first half of the year, a year-on-year decrease of 18.76%, and a net profit loss of 9.8623 million yuan, a year-on-year loss, and a net profit of 30.7263 million yuan in the same period last year.
Kinwong Electronics: Net profit in the first half of 2024 is expected to increase by 57.94% to 73.74% year-on-year
Kinwong Electronics (603228) announced on the evening of July 2 that the company expects to achieve a net profit of 638 million yuan to 702 million yuan in the first half of 2024, an increase of 57.94% to 73.74% year-on-year. In the first half of 2024, the global macro economy recovered moderately, the market demand for electronic information products improved, the company seized the opportunity to further improve the efficiency of business development, the overall business grew well, achieved efficient expansion in different markets and the continuous improvement of product share, strong customer demand, intensive delivery of fixed-point projects, and the company's overall production capacity utilization rate continued the growth trend in the first quarter and maintained a high level.
Jiejia Weichuang: net profit in the first half of 2024 is expected to increase by 55% to 80% year-on-year
Jiejia Weichuang (300724) announced on the evening of July 2 that it is expected to achieve a net profit of 1.165 billion yuan to 1.353 billion yuan in the first half of 2024, a year-on-year increase of 55% to 80%. The increase in performance was mainly due to the increase in revenue due to the continuous acceptance of the company's orders.
Important Announcements
Zongshen Power: The shareholding company plans to acquire 24.55% of the shares of Loncin General for 3.346 billion yuan
Zongshen Power (001696) announced that Zongshen Xinzhizao, a shareholding company, plans to acquire 504 million shares of Loncin General (stock code: 603766), accounting for 24.5513% of the total share capital of Loncin General Motors, with an investment amount of 3.346 billion yuan. After the completion of this transaction, Zongshen Xinzhi will become the largest shareholder of Loncin GM and the controlling shareholder of Loncin GM, and Zuo Zongshen, the actual controller of the company, will become the actual controller of Loncin GM. Loncin GM is mainly engaged in motorcycle and general machinery business, and there is industrial chain synergy with the company's existing motorcycle engine and general machinery business.
Yuanxing Energy: Some of the company's assets have been taken property preservation measures
Yuanxing Energy (000683) announced that China Coal Energy applied to the China International Economic and Trade Arbitration Commission for property preservation in the arbitration procedure due to a dispute over a capital increase and share expansion agreement with the company. The China International Economic and Trade Arbitration Commission (CIETAC) submitted China Coal Energy's application for property preservation to the Beijing No. 2 Intermediate People's Court. After review, the Beijing No. 2 Intermediate People's Court held that China Coal Energy's application for property preservation complied with the law and should be approved, and ruled that the property under the company's name should be sealed and frozen, with a limit of 990 million yuan, and the case application fee of 5,000 yuan should be borne by China Coal Energy.
Poinsettia: A wholly-owned subsidiary plans to acquire 24.05% of the equity of Guangzhou Ruianbo for 10 million US dollars
Poinsettia (300723) announced that in order to promote the efficient research and development and rapid listing of the innovative drug AR882, the company's wholly-owned subsidiary, Ruiao Biologics, intends to acquire 24.05% of the equity of Arthrosi, a minority shareholder of Guangzhou Ruianbo, a holding subsidiary of the company, with its own funds of 10 million US dollars (equivalent to about 72.68 million yuan). After the completion of this transaction, the company's wholly-owned subsidiary, Ruiao Biotech, will increase its equity ratio in Guangzhou Ruianbo from 60.7% to 84.75%, and Guangzhou Ruianbo will still be the company's holding subsidiary.
Pengdu Agriculture and Animal Husbandry: The company's shares will be terminated from listing and suspended from tomorrow
Pengdu Agriculture and Animal Husbandry (002505) announced on the evening of July 2 that as of July 2, the closing price of the company's shares was lower than 1 yuan for 20 consecutive trading days. Trading in the Company's shares will be suspended from the market open on Wednesday, July 3, 2024, and may be terminated from trading on the Shenzhen Stock Exchange. The company's shares will not enter the delisting period, and the shares will be transferred to the national small and medium-sized enterprise share transfer system and other securities trading venues in the future.
Wanli shares: The actual controller intends to acquire 20% of the company's shares through the enterprise it controls
Wanli shares (600847) announced on the evening of July 2 that Mo Tianquan, the actual controller of the company, intends to acquire 20% of the company's shares by issuing a partial offer through the middle finger Hongyuan and Zhichuang Tiandi controlled by him, so as to further increase the shareholding ratio of the listed company and enhance its control. The tender offer is not for the purpose of terminating the listing status of the listed company, and the equity distribution of the listed company after the tender offer will still meet the listing conditions stipulated by the Shanghai Stock Exchange. The scope of the tender offer is the unrestricted tradable shares of all shareholders of Wanli shares except Jiatianxia, Huaju Tianxia, Che Tianxia, Pukai Shijie, Pukai Century and Southern Tongzheng, the offer price is 7 yuan per share, the number of shares to be acquired is 30.6575 million shares, and the maximum total amount of funds required for the tender offer is 215 million yuan. After the expiration of the tender offer period, the proportion of public shareholders of the listed company shall not be less than 50.38%, and the company will not face the risk that the equity distribution does not meet the listing conditions.
Xuefeng Technology: The actual controller will be changed to Guangdong Environmental Protection Group Co., Ltd. The stock will resume trading
Xuefeng Technology (603227) announced on the evening of July 2 that the company's controlling shareholder, Xinjiang Agriculture and Animal Husbandry Investment, signed an equity transfer framework agreement with Guangdong Hongda Holding Group Co., Ltd. (hereinafter referred to as "Guangdong Hongda") to transfer 21% of the company's shares at a price of 9.8 yuan per share, with a total transfer price of 2.206 billion yuan. The change in equity will lead to a change in the controlling shareholder and actual controller of the company, the controlling shareholder of the company will be changed from Xinjiang Agriculture and Animal Husbandry Investment to Guangdong Hongda, and the actual controller will be changed from the State-owned Assets Supervision and Administration Commission of the People's Government of Xinjiang Uygur Autonomous Region to Guangdong Environmental Protection Group Co., Ltd. The company's shares resumed trading on July 3.
ST Kangmei: The company's shares will be withdrawn from other risk warnings on July 4
ST Kangmei (600518) announced on the evening of July 2 that the company's shares will be withdrawn from other risk warnings on July 4, 2024, and the stock will be suspended on July 3, 2024. After the cancellation, the A-share will be referred to as Kangmei Pharmaceutical, and the daily rise and fall of the stock price will be limited to 10%.