Tips: Whether a seed can take root and grow into a big tree depends not only on the seed itself. In addition, it is also necessary to look at the objective environment such as soil, light, water source, and animals where the seeds grow. Information is like a seed, whether it can affect the rise of stock prices also depends on the objective environment of the market at that time. Calm, rational and objective analysis and decision-making are very important prerequisites for successful investment and speculation.
1. Investment information
1. The seed industry sector is expected to fully benefit from the first-mover advantage by virtue of the blockbuster policy
The central bank and other five departments issued the "Notice on Carrying out the Special Action of Learning and Using the Experience of the "Ten Million Project" to Strengthen Financial Support for the Comprehensive Revitalization of Rural Areas. Among them, it is proposed to deepen the revitalization of the seed industry and the financial services of agricultural science and technology. Establish and improve the list sharing and financing monitoring mechanism of seed industry bases and seed industry formation enterprises. Actively connect with major construction plans such as the modern seed industry promotion project, the national southern breeding Silicon Valley, and major tasks such as key core technology research of seed sources, major projects of agricultural biological breeding, and joint research on breeding. Support qualified seed industry enterprises to go public, listed for financing and refinancing, carry out investment, mergers and acquisitions, mergers and acquisitions, and help improve independent innovation capabilities.
Since the beginning of this year, the blockbuster policies for the revitalization of the seed industry have been implemented one after another. On February 3, the No. 1 document of the central government pointed out that "accelerate the revitalization of the seed industry and promote the expansion and acceleration of the industrialization of biological breeding". On June 7, the Ministry of Agriculture and Rural Affairs held a video conference to accelerate the revitalization of the seed industry and the summary of the census of germplasm resources, which emphasized that a number of landmark achievements will be achieved by 2025. With the continuous increase of biological breeding policies, the commercialization of genetically modified organisms will promote the expansion of market space, the competition pattern of the seed industry is expected to improve, the industry concentration will be further improved, and leading seed enterprises are expected to fully benefit by virtue of their first-mover advantage.
Shennong Seed Industry (300189) is one of the few hybrid rice seed enterprises in China with the integrated management ability of "breeding, multiplication and promotion", and is a backbone enterprise in China's seed industry, a national key leading enterprise in agricultural industrialization, and a high-tech enterprise of the National Torch Program.
Longping Hi-Tech (000998) Co., Ltd. is a leading enterprise of rice and corn in China, and the company actively carries out R&D cooperation in biological breeding technology and reserves variety resources. In 2023, the company's 8 genetically modified corn varieties will pass the national review, and the industrialization pilot demonstration will be 1.14 million mu, ranking first in the country in terms of the number of national varieties and demonstration area, and it is expected to benefit from the commercialization of genetically modified corn in the seed industry.
2. The 2024 China Operating System Industry Conference is about to kick off These two companies are making efforts to independently produce the domestic operating system market
According to media reports, on August 8, the 2024 China Operating System Industry Conference will be held in Beijing. With the theme of "Kirin Aute, AI Creates Unbounded", guests from all walks of life from government, industry, academia, research and application used innovation as a spear and wisdom as a shield to discuss the new trend of digital industry development and witness the new journey of the network information industry.
The operating system is the cornerstone of the network information industry. Under the AI tuyere, the combination of operating system and AI seems to have become the key to breaking the situation in the network information industry. The state has issued a series of policies, clearly proposing to accelerate the construction of an independent and secure information technology system, accelerate the application of domestic operating systems in key areas and key industries, covering technology research and development, industrial application, talent training and ecological construction and other aspects, aiming to fully promote the independent innovation of the information technology industry. With the deep integration of AI technology, the status of operating systems will rise, and the value will be redefined. The operating system in the era of large models is gradually evolving into a more intelligent platform, which will not only provide the traditional operating environment and support for applications, but also become a dispatch center, serving as an "entrance" to connect users and apps.
China Software (600536) is a leader in independent and controllable basic software, and its subsidiary Kylinsoft continues to develop its own domestic operating system market, achieving breakthroughs in key industries such as party and government, finance, communications, and energy, and further expanding its regional market advantages.
ArcherMind Technology (300598) is an expert in independent operating systems in China, and has released a commercial operating system based on OpenHarmony - HongZOS, which can be applied to industry, education, commercial and other industries.
3. Nine departments issued a document to promote the high-quality development of tourism public services
On August 5, the Ministry of Culture and Tourism, the National Development and Reform Commission, the Ministry of Finance and other 9 departments jointly issued the "Guiding Opinions on Promoting the High-quality Development of Tourism Public Services", which put forward five main tasks: first, optimize tourism public information services; the second is to improve the tourism public transport service; the third is to strengthen tourism emergency rescue services; Fourth, strengthen tourism to benefit the people and facilitate services; Fifth, promote the integrated development of public cultural services and tourism public services.
With the growth of China's economy and the improvement of people's living standards, more and more people choose tourism as a way of leisure and entertainment. China's tourism resources are rich and diverse, with a long history, magnificent natural scenery and rich cultural heritage, attracting a large number of domestic and foreign tourists. In the future, with the advancement of science and technology, digital and intelligent tourism services will become the mainstream. Visitors can book flights, hotels and attraction tickets through the mobile app, and get tourist information and guided tours. In addition, the diversification of tourism products and routes will also become a trend in the future. The authoritative report predicts that the number of domestic tourists will exceed 6 billion in 2024, and the market size will exceed 5 trillion yuan.
A-share related concept stocks mainly include Mount Emei (000888), Huangshan Tourism (600054), etc.
4. The world's first ultra-1,000-kilometer optical communication realizes relay-free transmission
According to reports, recently, Huazhong University of Science and Technology, State Grid Information and Communication Corporation and other domestic scientific research institutions and enterprises jointly released the latest achievements of single-span 1002.75 km relayless optical communication transmission, breaking the world record of transmission distance in this field, and also the world's first 1,000-kilometer single-span transmission.
In the communication network, the relay station is the "workstation" that realizes the signal transmission. Traditionally, a relay station needs to be built every 100 kilometers or so. In ultra-long-distance communication transmission, a large number of relay stations will lead to higher costs. In this case, a relayless optical communication system becomes a better choice. It can simplify the transmission line, directly realize the information transmission between the sender and the receiver, reduce the overall system cost, and is widely used in special communication systems such as power grids, railways, highways, oil and gas pipelines, etc., to cross deserts, oceans, forests, swamps and other vast unmanned areas.
A-share related concept stocks mainly include Accelink Technology (002281), State Grid Information and Communications (600131), etc.
5. Technological breakthrough in the field of transportation The high-speed flying car test in mainland China was successful
According to reports, recently, China Aerospace Science and Industry Corporation and Shanxi Province "central and local cooperation" ultra-high-speed low-vacuum pipeline maglev transportation system (high-speed speed) full-scale test line (phase I) project, in Yanggao County, Datong City, Shanxi Province, successfully completed the system integration demonstration and verification test in a low vacuum environment, and passed the on-site test and inspection of Shanxi Provincial Department of Science and Technology. The test results indicate that the test is successful and the conditions for project acceptance are met.
In recent years, Continental has made great efforts in the field of magnetic levitation technology. The success of the 1,000 km/h high-speed flying car test marks a major breakthrough in the field of high-speed maglev technology in the mainland, fills the speed gap between high-speed rail and air transportation, and has great technical and economic significance for improving the mainland's three-dimensional high-speed passenger transportation network.
A-share related concept stocks mainly include Western Superconductor (688122), Sieyuan Electric (002028), etc.
2. Company information
1. Chuanhuan Technology: The pipeline system has been applied to the field of commercial unmanned transport aircraft
Chuanhuan Technology (300547) said on the interactive platform that the pipeline system developed by the company and Xifei Civil Aircraft has been applied to the field of commercial unmanned transport aircraft of Xifei Civil Aircraft, and the commercial unmanned transport aircraft has successfully completed the first flight test, and will be promoted according to the customer's process in the future. The liquid cooling piping systems used in the company's expanded energy storage and data center server fields have been supplied in batches. Because the company's products are order-based production mode, that is, the production is determined by sales, the company organizes production and delivery according to various pipeline system orders issued by customers.
2. Zhengyuan Wisdom: The company and Huawei have carried out in-depth cooperation in education-related fields
Zhengyuan Wisdom (300645) interactive platform said that on March 15, 2024, the company and Huawei jointly released the "Zhengyuan Wisdom & Smart Campus Joint Solution". In recent years, the company has carried out in-depth cooperation with Huawei in related fields in the field of education, jointly creating scenario-based solutions, and jointly improving digital transformation service capabilities. The company's smart campus application products based on AI large models are deeply integrated with the hardware of Huawei's Ascend chip-based AI large model training, pushing, and reasoning all-in-one machine, and will jointly launch a joint solution for AI large model products for the education industry, further promoting the application of AI technology in education scenarios.
3. Company announcement
Kairuide (002072) is planning to purchase no less than 29.0134% of the equity of State Grid Power from some shareholders of Beijing State Grid Electric Power Technology Co., Ltd., becoming the largest shareholder of State Grid Power. The transaction is expected to acquire no less than 387 million yuan, which will constitute a major asset restructuring. State Grid Electric Power is a new power system new energy aggregation control and service provider.
Lianchuang Optoelectronics (600363) plans to acquire part of the equity of Lianchuang Superconductor and become its controlling shareholder to realize the company's industrial layout in the field of high-temperature superconductivity.
Tasly (600535) established a digital intelligence Chinese medicine development company, including a number of AI businesses.
WhatsMiner Co., Ltd. (600810) plans to repurchase shares for 150 million to 200 million yuan to reduce the registered capital.
Wushang Group (000501) plans to repurchase the company's shares for 100 million yuan to 150 million yuan.
Tomson Beijian (300146) plans to repurchase shares by 100 million to 200 million yuan to reduce the registered capital.
Wanfeng Co., Ltd. (603172) plans to build a new project with an annual output of 20,000 tons of 1-nitroanthraquinone for 200 million yuan.
Zhenyang Development (603213) plans to invest 939 million yuan in the construction of a caustic soda project with an annual processing capacity of 100,000 tons of regenerated salt.
Liyuan Technology (688565) signed a supply contract of 37.95 million yuan for the nuclear power market.
Zhenyu Technology (300953) said on the interactive platform on August 5 that the low-altitude economy is the company's key layout direction, and the company has achieved a major breakthrough in the low-altitude economy products, and its wholly-owned subsidiary Fanster has jointly developed the next generation of eVTOL drive motors with customers to be installed in Xpeng flying cars.
Zhengdan shares (300641) net profit in the first half of the year increased by 1016% year-on-year;
Rijiu Optoelectronics (003015) net profit in the first half of the year increased by 1704.96% year-on-year.
Tianyi Shangjia (688033) signed a strategic cooperation agreement with Xi'an General Aviation Technology Group.
Liande Equipment (300545) won the bid of 179 million yuan for BOE Chongqing's 6th generation AMOLED project, which will have a positive impact on the company's future operating performance.
COSCO SHIPPING (600428) plans to invest in the construction of four 9,000-ton special liquid cargo ships.
Cangzhou Dahua (600230) has become an AEO advanced certification enterprise of the customs.
A subsidiary of VIE Technology (002590) was designated for an aluminum alloy fixed caliper project of 980 million yuan.
Yinlun Co., Ltd. (002126) signed an order for 108 sets of liquid cooling systems.
Sinovel Precision (688059) plans to invest 360 million yuan to build a digital production line construction project for high-performance rods and profiles.
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【Disclaimer】
The information in this information is mainly derived from public information such as Times Wealth Information, CSI Express, SSE Early Know, etc., and this number does not make any guarantee for the accuracy and completeness of these information. The content and opinions expressed in the information are for informational purposes only and do not constitute investment advice for the trading of the securities described. The stock market is risky, please analyze and invest rationally!