Demand exceeded expectations, and the giant slightly delayed the shipment of this product
Liu Yangwei, chairman of Hon Hai, said that the demand for artificial intelligence servers exceeded expectations, and the shipment of GB200 servers was slightly delayed.
Compared to general-purpose servers, AI servers are designed to deliver ultra-high computing performance, which is critical for AI applications such as machine learning and deep learning. Huaxin Securities pointed out that in recent years, the rapid development of a new generation of artificial intelligence, the rapid growth of computing power demand, computing power and the quality of the development of computing infrastructure has become one of the key factors affecting the national competitiveness, and the government has issued a number of policies to vigorously support the development of the computing industry. It is estimated that in 2023, the market size of Chinese artificial intelligent servers will reach 9.1 billion US dollars, a year-on-year increase of 82.5%, and in 2027, it will reach 13.4 billion US dollars, with a five-year compound annual growth rate of 21.8%.
Among the listed companies, Digital China (000034) has launched the Shenzhou Kuntai all-in-one machine. The product combines the advantages of the Kuntai intelligent computing server and the Shenzhou Wenxue software platform, providing enterprises with an integrated software and hardware solution for the agile implementation of private domain generative AI, as well as a wealth of AI model applications, helping enterprise customers customize exclusive AI models with their own data.
Lixun Precision (002475) continues to deepen the layout of core components such as optical connection, electrical connection, thermal management, power supply and other core components in AI computing power servers, and maintains long-term and stable cooperative relations with customers at home and abroad in the field of communications, providing customers with complete landing solutions for the development and innovation of AI high computing power products at the forefront of technology.
Hongxin Electronics (300657) has formed a complete business closed loop and rich key resources and software and hardware capabilities in the field of computing power, which can provide customers with a full range of services including computing chip procurement, server manufacturing, computing networking, computing power scheduling and operation management, maintenance, computing power consumption, etc., to form an integrated and efficient solution. The company's subsidiary, Anlian Network, is an elite partner of NVIDIA in China.
A new generation of Robotaxi is about to be released, and Tesla and Baidu have already laid out
WeRide's all-new Robotaxi will make its world premiere on October 15. In addition, Tesla's Robotaxi will be released on October 10, California time (October 11, Beijing time).
Ren Lang of Kaiyuan Securities said that China and the United States are relatively ahead in the commercialization of Robotaxi. In the United States, Waymo and Cruise started earlier and operated for a long time, and the technical route adheres to the emphasis on hardware over software; Tesla has also entered the Robotaxi game with its leading autonomous driving technology strength, insisting on the technical route of emphasizing software over hardware, and FSD and Robotaxi may form a mutual verification relationship. Domestically, Carrot Express (Baidu's subsidiary) is relatively ahead, and manufacturers such as Pony.ai and WeRide are also actively deploying. Robotaxi can provide unmanned and safer travel services and solve the pain points of manned taxi users, and the domestic Robotaxi market is expected to reach nearly 500 billion yuan in 2030.
Among the listed companies, Wanji Technology (300552) said that in the field of autonomous driving, the company is based on the overall solution architecture of "vehicle-road-cloud" for product and business layout. The company's roadside intelligent perception system integrates sensing equipment such as lidar, millimeter-wave radar, and AI cameras, uses edge computing technology to analyze and process perception information, and transmits information to surrounding vehicles, mobile terminals and clouds with extremely low latency through 5G/V2X communication, so as to realize "vehicle-road-cloud-map" collaborative interaction.
Gaoxing (300098) and WeRide have cooperated in the pilot project of intelligent networking on Guangzhou International Bio Island and signed a strategic cooperation agreement, which will give full play to their respective advantages in the fields of Internet of Vehicles, intelligent transportation, and autonomous driving, explore typical business scenarios of intelligent networked autonomous driving, deepen the construction and operation of intelligent networked autonomous driving demonstration areas, and promote the construction of future intelligent transportation through cross-border integration.
When the equity transfer of the three major AMCs is in progress
According to industry sources, following the completion of two rounds of due diligence related to the transfer of Great Wall Assets and equity in early September 2024 and August 2024, CIC also entered Orient Asset Management and China Cinda to conduct on-site due diligence in early September 2024. Although the process has been delayed, the Ministry of Finance's transfer of its stakes in China Cinda, China Great Wall and Orient Asset Management to CIC is still progressing in an orderly manner.
As the core force of the country's financial stability, AMC plays an important role in the economic environment of the mainland and is the greatest guarantee for financial institutions to avoid systemic risks. A recent research report released by Bank of China Securities pointed out that in the process of resolving debt risks by real estate enterprises, the four major AMCs in the country have played more roles in "promoting debt extension and capital injection" in the past cycle, but this round of AMCs will increase the scope and intensity of participation, which is reflected in the increase in AMC participation, and the rescue objects have also expanded from small and medium-sized real estate enterprises to large-scale real estate enterprises. According to the brokerage's estimates, the scale of non-performing assets in the mainland real estate industry is 2.08 trillion yuan.
Among the listed companies, the Dalian Financial Assets Exchange, in which Zhongke Jincai (002657) is a shareholder, has one of the 24 financial asset trading institution licenses in the country, and is the only financial asset trading institution in Northeast China with the title of "Exchange", creating a trading platform for the disposal of non-performing assets.
Yuexiu Financial Holdings, a subsidiary of Yuexiu Capital (000987), together with Guangdong Private Investment Co., Ltd., Guangdong Hengjian Investment Holding Co., Ltd., and Guangdong Yueke Financial Group Co., Ltd., jointly established the second local asset management company in Guangdong Province (Guangzhou Asset).
The first in the country! A new breakthrough has been made in this field of energy application
Recently, Hebei Jiaojiao Energy Co., Ltd., a subsidiary of Hebei Jiaojiao Group, has successfully built the country's first "highway hydrogen production and refueling integrated demonstration station" in the Luanzhou parking area of Qiancao Expressway, marking a new breakthrough in the application of hydrogen energy by Hebei Jiaojiao Energy Company.
As an ideal clean energy in the future, hydrogen energy is gradually becoming one of the important carriers of global energy transition and development, and plays a vital role in promoting the realization of the "dual carbon" goal and promoting the energy transition. Up to now, Shaanxi, Jilin, Shandong, Sichuan and other provinces have clearly launched the policy of exempting hydrogen vehicles from highway fees. In addition to the implementation of the high-speed toll-free policy for hydrogen energy vehicles in many places, many places have also launched hydrogen energy industry development policies. Huaan Securities pointed out that in the first half of the year, green hydrogen projects continued to progress, and looking forward to the second half of the year, with the intensive introduction of green hydrogen support policies in many places, the demand for electrolyzer bidding has doubled. Industrial decarbonization + consumption demand, the importance of hydrogen energy in policy planning is expected to increase, and the launch of wind and solar projects will also accelerate the pace of bidding, focusing on hydrogen production, storage and transportation.
Among the listed companies, the hydrogen fuel cell air compressor developed by Jiangsu Jintongling Hydrogen Energy Machinery Technology Co., Ltd., a wholly-owned subsidiary of Jintongling (300091), is suitable for hydrogen fuel cell commercial vehicles such as buses, buses, and heavy trucks, and is currently in the trial and sales promotion stage.
In terms of hydrogen energy, Furui Special Equipment (300228) has high-pressure hydrogen valve products for external sales, and is in the process of research and development of liquid hydrogen gas supply system for hydrogen fuel cell vehicles and supporting hydrogen valves and some parts of hydrogen fuel cell system, and the company's high-pressure hydrogen valve products can be partially localized.
The core components of the fuel cell system independently developed by Thayer Co., Ltd. (300473) can be applied to the hydrogen fuel cell stack, laying the foundation for the development of the company's hydrogen energy products.
Sales in the global semiconductor industry are at an all-time high
Recently, the United States Semiconductor Industry Association (SIA) announced that global semiconductor sales reached $53.1 billion in August 2024, an increase of 20.6% from $44 billion in August 2023 and an increase of 3.5% from $51.3 billion in July 2024. Regionally, sales increased year-on-year in the Americas (43.9%), China (19.2%), Asia-Pacific/all other regions (17.1%) and Japan (2.0%).
Hu Jin of Guojin Securities pointed out that according to SIA data, global and Chinese semiconductor sales have achieved positive year-on-year growth for 10 consecutive months, and have maintained double-digit year-on-year growth this year, and global semiconductor sales hit a record high in August. TrendForce expects that the revenue growth rate of wafer foundries will increase from 16% in 2024 to 20% in 2025, of which the revenue growth rate of wafer foundries other than TSMC will increase to 12%, and the capacity utilization rate of mature processes will increase by 10pct to more than 70%, mainly due to the improvement of supply chain inventory in automobiles and industrial control and the increase in demand for AI.
Among the listed companies, Hua Hong Company (688347) is the world's leading wafer foundry enterprise with special processes. According to TrendForce, the company is the world's largest smart card IC manufacturing foundry and the largest MCU manufacturing foundry in China. It is the world's No. 1 power device foundry in terms of production capacity, and the only one with both 8-inch and 12-inch power device foundry capabilities.
Aiwei Electronics (688798) is a chip design company focusing on analog in China, and its main products include audio power amplifier chips, power management chips, RF front-end chips, motor driver chips, etc., with more than 800 product models.
Jiejie Microelectronics (300623) has full orders in hand, and its production capacity continues to climb, of which the 6-inch line has been mass-produced, including single bidirectional ESD chips, voltage regulator diode chips, switch tube chips, FRED chips, high-voltage rectifier diode chips, planar thyristor chips, Schottky chips and VD_MOS chips, etc., with a production capacity of 30,000 pieces/month, and has achieved an output of about 20,000 pieces/month; The current monthly production capacity of the 8-inch line of Jiejie Microelectronics (Nantong) Technology is about 100,000 pieces, and the monthly output is about 90,000 pieces, which is still in the capacity ramp-up period.
The founder of machine learning won the 2024 Nobel Prize in Physics Both companies have a presence in the field of machine learning
According to reports, the Royal Academy of Sciences of Sweden has announced its decision to award the 2024 Nobel Prize in Physics to John J. Hopfield and Geoffrey E. Hinton "for their fundamental discoveries and inventions of machine learning through artificial neural networks." The official verdict says that the 2024 Nobel Laureate in Physics uses physics tools to build methods, laying the foundation for today's powerful machine learning.
Machine learning is an interdisciplinary discipline that encompasses fields such as statistics, artificial intelligence, and computer science. It enables computer systems to continuously learn and improve performance from data, automatically extracting patterns and features from data without explicit programming for tasks such as prediction, classification, clustering, and more. Machine learning is an important branch in the field of artificial intelligence and one of the important technologies to realize artificial intelligence. The global machine learning market is expected to be worth $96.7 billion by 2024, showing strong growth momentum.
300678 The company has a domestic first-class scientific research talent team led by academician Zhang Jingzhong of the Chinese Academy of Sciences and scientist Yang Lu, and has maintained the international advanced level and domestic leading level in the fields of automatic reasoning and theorem machine proof, artificial intelligence machine learning, image processing and intelligent analysis.
EclickWorld (301171) adheres to the strategic positioning of "technology-driven development" and has mastered cutting-edge Internet advertising technologies such as big data, machine learning and artificial intelligence algorithms.
Data elements have entered a period of intensive policy fulfillment, and the industry space has gradually opened up
The State Council Information Office will hold a press conference at 10 a.m. on October 10, at which Liu Liehong, director of the National Data Bureau, will introduce the development and utilization of public data resources. This press conference on the development and utilization of public data resources is expected to clarify the top-level framework and strategic deployment arrangements for the development and utilization of public data resources in the mainland, and various ministries and commissions and local city governments may respond positively to accelerate the development and utilization of public data resources.
Since 2024, the National Data Bureau has accumulated more than 9 policies related to data elements, which urgently need to be introduced. On September 27, the National Data Bureau issued the "Guiding Opinions on Promoting the High-quality Development of the Data Industry" and "Opinions on Promoting the Development and Utilization of Enterprise Data Resources". On October 1, the Market Supervision Bureau and the National Data Bureau jointly issued the "Notice on Carrying out Pilot Projects on Opening Credit Regulatory Data to Platform Enterprises to Promote the Standardized and Healthy Development of the Platform Economy", and carried out the first pilot project on the development and utilization of credit data in Suzhou, Hangzhou, Jinan, Wuhan, Changsha, Shenzhen, Chengdu and Xi'an, marking the official entry of data elements into a period of intensive policy fulfillment. The development and utilization of public data is an important breakthrough in the development of data elements, and it is of great significance to undertake the mission of leading the release of the value of data elements. With the implementation of a series of policies in the future, the market space for the construction, operation, development and utilization of data infrastructure led by public data is expected to be further opened.
The data asset registration center in preparation of Tongniu Information (300895) can provide customers with data asset registration services, assist customers to find out the background of data assets, realize the confirmation of data asset rights, and realize the coordinated development with the company's Internet data center and state-owned cloud service business.
As the main force in Shanghai's urban digital transformation construction, Yunsai Zhilian (600602) is an important platform in the field of cloud and data under the Shanghai State-owned Assets Supervision and Administration Commission, and is expected to undertake the important task of public data operation in Shanghai.
Enhancement of independent manufacturing capacity The mainland's first superconducting quantum computer manufacturing chain has been upgraded
According to reports, it was learned from the Anhui Provincial Quantum Computing Engineering Research Center and the Anhui Provincial Key Laboratory of Quantum Computing Chips that recently, the mainland's first superconducting quantum computer manufacturing chain was upgraded and expanded. This means that the core links of superconducting quantum computer manufacturing such as the production of independent quantum chips and the assembly of complete machines in the mainland will be further improved, and the independent manufacturing capacity of superconducting quantum computers will be enhanced.
Quantum computing, which uses qubits as the basic unit of computing, takes full advantage of the exotic properties of quantum mechanics and is faster and more efficient than traditional computing. The 2024 government work report proposes to "actively cultivate emerging industries and future industries, formulate future industrial development plans, and open up new tracks for quantum technology". The financial industry is one of the hottest application fields of quantum computing at home and abroad. In addition, quantum computing has also proven to have potential in industries such as biopharmaceuticals, energy and chemical industries, weather forecasting, and information security. The authoritative report predicts that from 2028 to 2035, the quantum computing market will continue to expand rapidly, and the market size is expected to reach $811.7 billion, and quantum computing will also enter a critical stage of full maturity and commercialization.
A-share related concept stocks mainly include Guodun Quantum (688027), Shenzhou Information (000555), etc.
Milestone of the domestic operating system Pure-blooded Hongmeng officially opened for public beta
On October 8th, the HarmonyOS NEXT pure-blood HarmonyOS system officially started public beta, and according to the official announcement, the first batch of devices adapted to the pure-blood HarmonyOS system will include Mate 60/X5 series phones and MatePad Pro 13.2-inch series tablets. For the first time, the pure-blooded HarmonyOS system integrates AI capabilities, making it easier for third-party applications to call system controls, so as to provide users with more intelligent services.
HarmonyOS NEXT, also known as pure-blooded HarmonyOS, was released on August 4, 2023, a full-stack self-developed system base, no longer compatible with Android applications, and only supports HarmonyOS kernel and HarmonyOS system applications. At the same time, by reducing redundant code by 40%, Pureblood HarmonyOS significantly improves the smoothness, energy efficiency and security of the system, bringing users a more efficient and stable user experience.
A-share related concept stocks mainly include Yuanguang Software (002063), Emdoor Information (001314), etc.
Guidelines for the construction of a national data standard system have been released, and the development of data elements has been accelerated
The National Development and Reform Commission and other departments recently issued the "Guidelines for the Construction of the National Data Standards System", proposing that by the end of 2026, the national data standard system will be basically completed, and 30 general national standards based on the above data fields will be formulated and revised around data circulation and utilization infrastructure, data management, data services, training datasets, public data authorization and operation, data rights confirmation, data resource pricing, and enterprise data paradigm transactions, forming a number of standard application demonstration cases, and building a standard verification and application service platform.
Minsheng Securities Research Institute believes that the National Data Bureau has recently issued blockbuster policies to promote industrial development. Focusing on key subdivisions such as government affairs, medical insurance, and spatio-temporal data, attempts to confirm rights, enter the table, and trade have already begun. In the next stage, public data operation is expected to become a new breakthrough, key segments are expected to take the lead, promote data elements into an accelerated development period, and companies with first-mover advantages and subdivision advantages are expected to be held responsible.
Shensunda A(000032) participated in the construction of the trading business platform of Shenzhen Data Exchange, integrating security, standards and specifications, business operation, operation and maintenance;
Taiji Co., Ltd. (002368) has developed products such as Jiyi Data Lake Computing and Management Platform, Taiji DATAKEEPER Data Science Computing Platform, Taiji Hetu Data Visualization Platform, etc., to provide data governance, data processing and other services.
The Shanghai International Consumer Electronics Show is about to be held, and AI technology empowers the development of the industry
CES Shanghai will be held October 10-12 at the Shanghai New International Expo Centre. At this exhibition, nearly 200 technology companies from United States, Japan, United Kingdom, Austria, Germany and other countries and regions will appear. The GTIC 2024 China AIPC Innovation Summit will also be held at the same time
Haitong Securities Research Institute believes that in the field of consumer electronics, smartphones and PCs are an important part of the industry. Generally speaking, in the introduction and growth period of the product life cycle, the market demand tends to grow rapidly, technological innovation and product updates and iterations are frequent, and the market shows a strong growth momentum. In the future, the launch of terminals such as A1 mobile phones and AIPC is expected to boost the replacement demand of existing users. AI-enabled consumer electronics is expected to enter a new round of upward cycle.
Hongxin Electronics (300657) is a leading FPC (flexible board) enterprise in China, benefiting from the development of AIPC industry;
Victory Giant Technology (300476) is mainly engaged in PCB business, realized the batch operation of AIPC products, and simultaneously carried out the product certification of AI mobile phones.
Significant investment
International Composite Materials: It is planned to build an electronic grade glass fiber production line equipment update and digital intelligence quality and efficiency improvement project for 2.304 billion yuan
International Composite Materials (301526) announced on the evening of October 8 that it plans to invest 2.304 billion yuan to build an electronic grade glass fiber production line equipment update and digital intelligence quality and efficiency improvement project, and the project construction funds include 339 million yuan invested by the International Composite Materials to build a plant and supporting buildings, which will be leased to Chongqing Tianze after completion. International Composite Materials announced on the same day that combined with the capital needs of the new spinning project, and according to the feasibility calculation of the investment of the new spinning production project, the company transferred 100% of the equity of Chongqing Tianze to the company in Shanghai Tianhuan free of charge, and the company increased the capital of Chongqing Tianze with its own funds of 700 million yuan. After the completion of this capital increase, the registered capital of Chongqing Tianze will increase from 300 million yuan to 1 billion yuan.
Dongfang Materials: Dongfang Supercomputer, a subsidiary, officially joined the Global Computing Alliance to jointly build a new computing industry
Recently, Dongfang Supercomputer, a wholly-owned subsidiary of Dongfang Materials (603110), officially joined the Global Computing Alliance, and will work with the Computer Network Information Center of the Chinese Academy of Sciences, Huawei, China Telecom and other alliance members to build a new computing industry and serve the global digital and intelligent society. It is understood that the Global Computing Alliance (GCC) was established in June 2024, jointly initiated by technology providers, manufacturers, system integrators, enterprise users, and scientific research institutes in the field of computing around the world.
Significant winning bids
Yujing shares: signed an important contract of about 400 million yuan for daily operation
Yujing Co., Ltd. (002943) announced on the evening of October 8 that the company recently signed a tripartite "procurement and service contract" with an overseas photovoltaic company and a domestic enterprise (hereinafter referred to as the "contractor"). Based on the "Procurement and Service Contract" signed by the three parties, the company recently signed the "Procurement Contract" with the contractor, and the company sold slicers and other production equipment and diamond wire production lines to the contractor as a subcontractor, with a contract amount of about 400 million yuan (tax included).
Baosheng shares: In September, the total number of contract orders of more than 10 million yuan was 2.578 billion yuan
Baosheng Co., Ltd. (600973) announced on the evening of October 8 that from September 1, 2024 to September 30, 2024, the company received a total of 2.578 billion yuan of contract orders of more than 10 million yuan from the company and its subsidiaries.
LUCKY Technology: Received a notice of winning the bid for a project from a leading domestic digital energy customer
LUCKY Technology (002965) announced on the evening of October 8 that the company recently received a notice of winning the bid for the project from a leading domestic digital energy customer, and determined that the company is the supplier of air-cooled and liquid-cooled super charging pile assembly and structural parts project, with a project life cycle of 1-2 years and an estimated total project sales of 300 million yuan to 400 million yuan. The notice of winning the bid for the project does not constitute a substantive order, and the actual supply time, supply price and supply quantity of the product are subject to the customer's subsequent formal supply agreement or sales order.
Jiadu Technology: Won the bid of 311 million yuan for the new industrialized digital service platform project
Jiadu Technology (600728) announced on the evening of October 8 that the company won the bid for the new industrialized digital service platform project in Huadu District, with a total amount of 311 million yuan.
Shareholders increase or decrease their holdings
Haoyue Nursing: The controlling shareholder's concerted action intends to reduce his holdings of no more than 1.5 million shares of the company
Haoyue Nursing announced that Hangzhou Hope Zhongchuang Industrial Investment Partnership (Limited Partnership), the concerted action of the controlling shareholder holding 4.02% of the shares, plans to reduce its holdings by no more than 1.5 million shares, that is, no more than 0.97% of the company's total share capital.
Powerway Alloy: The controlling shareholder and the person acting in concert recently reduced their holdings of 10.47% of the company's convertible bonds
Powerway Alloy announced that the company's controlling shareholder Powerway Group and its concerted actor Powerway Asia Pacific reduced their holdings of "Bo 23 convertible bonds" by a total of 1.78 million through block trading from September 13, 2024 to October 8, 2024, accounting for 10.47% of the total issuance of convertible bonds.
Neway shares: Shareholder Neway Group plans to reduce its holdings of the company's shares by no more than 7,490,600 shares
Neway (603699) announced on the evening of October 8 that the shareholder Neway Group holds 0.98% of the company's shares, and plans to reduce the number of shares of the company through centralized bidding transactions not more than 7.4906 million shares, that is, no more than 0.98% of the company's total share capital. Neway Group is the concerted action person of the company's four actual controllers: Wang Baoqing, Lu Bin, Cheng Zhangwen and Xi Chao.
Wanlang Magnetic Plastic: Jintong Anyi plans to reduce its holdings by no more than 8.42%.
Wanlang Magnetic Plastic (603150) announced on the evening of October 8 that Jintong Anyi, a shareholder of 8.42%, plans to reduce its holdings of the company's shares by no more than 7.2 million shares through centralized bidding and block trading within 3 months after 15 trading days from the date of disclosure of the announcement, and the reduction ratio does not exceed 8.42% of the company's total share capital.
New Wufeng: Agricultural Development Investment plans to increase its holdings of the company's shares by 10 million yuan to 20 million yuan
New Wufeng (600975) announced on the evening of October 8 that Agricultural Development Investment, a wholly-owned subsidiary of the indirect controlling shareholder Agricultural Group, increased its holdings of 700,000 shares of the company through centralized bidding through the securities trading system of the Shanghai Stock Exchange on October 8, accounting for 0.06% of the company's total share capital. Nongfa Investment plans to continue to increase its holdings of the company's shares through the methods permitted by the trading system of the Shanghai Stock Exchange within 6 months from the date of this increase. Including the first increase in holdings on October 8, 2024, the cumulative total amount of additional holdings shall not be less than 10 million yuan (inclusive) and not more than 20 million yuan (exclusive).
Waigaoqiao: The controlling shareholder plans to increase its holdings of the company by 400 million yuan to 800 million yuan
Waigaoqiao (600648) announced on the evening of October 8 that the controlling shareholder, the foreign management company, increased its holdings of 2,579,200 A shares of the company for the first time through centralized bidding transactions on the Shanghai Stock Exchange, accounting for 0.23% of the company's total share capital. After this increase, the foreign-funded management company will continue to increase its holdings of the company's A shares at the right time in accordance with the shareholding increase plan. The overall increase in holdings shall not be less than 400 million yuan (including the principal number), but not more than 800 million yuan (including the principal number).
Dolly Technology: Supervisors plan to reduce their holdings of no more than 33,800 shares of the company
Dolly Technology (001311) announced on the evening of October 8 that Zhao Guowen, the company's supervisor, plans to reduce his holdings by no more than 33,800 shares, accounting for 0.0142% of the total share capital, through centralized bidding transactions. Zhao Guowen currently holds 135,200 shares of the company, accounting for 0.0566% of the total share capital.
Changlian shares: Jiarong Investment plans to reduce its holdings of no more than 3% of the company's shares
Changlian Co., Ltd. (603648) announced on the evening of October 8 that Jiarong Investment Co., Ltd. (hereinafter referred to as "Jiarong Investment"), a 4.24% shareholder, plans to reduce its holdings of no more than 10,872,400 shares of the company (accounting for 3% of the company's total share capital) through centralized bidding transactions and block transactions in the Shanghai Stock Exchange trading system within three months after the date of this announcement.
Bank of Suzhou: The largest shareholder increased its holdings of the company's shares by 14,775,200 shares
Bank of Suzhou (002966) announced on the evening of October 8 that the largest shareholder, Suzhou International Development Group Co., Ltd. (hereinafter referred to as "Guofa Group"), increased its holdings of 14.7752 million shares of the company through the secondary market from September 19 to October 8, 2024, accounting for 0.40% of the company's total share capital as of September 30. Up to now, Guofa Group has not proposed a follow-up plan to increase its holdings.
Baodi Mining: A number of shareholders plan to reduce their holdings of no more than 3.38% of the company's shares in total
Baodi Mining (601121) announced on the evening of October 8 that the company's shareholders Runhua Investment, Runshi Investment, Zhongjian Boren and Yao Xuelin intend to reduce their holdings of the company's shares through centralized bidding, with a total of no more than 3.38% of the company's shares.
Mei Yan auspicious: The directors plan to reduce their holdings of no more than 7.35 million shares of the company
Mei Yan Jixiang (600868) announced on the evening of October 8 that Li Ming, a director of the company holding 1.79% of the shares, plans to reduce his holdings by no more than 7.35 million shares, that is, no more than 0.387% of the company's total share capital.
Fersa Technology: Shareholders are expected to reduce their holdings of no more than 6% of the company's shares in total
Fersa Technology (301529) announced on the evening of October 8 that Lu Tichao, a shareholder holding 7.92% of the shares, plans to reduce his holdings of the company's shares by centralized bidding or block trading within three months after 15 trading days by no more than 2,545,100 shares (accounting for 3% of the company's total share capital); Wuhu High-tech Yida SME Venture Capital Fund (Limited Partnership), a shareholder holding 7.81% of the shares, plans to reduce its holdings of the company's shares by centralized bidding or block trading within three months after 15 trading days, with a total of no more than 2,545,100 shares (accounting for 3% of the company's total share capital).
China Grain Flow: The person acting in concert with the controlling shareholder intends to reduce his holdings of no more than 3% of the company's shares
China Grain Flow (603565) announced on the evening of October 8 that Gu Ze Investment, the controlling shareholder of the company holding 3.55% of the shares, intends to reduce its holdings of the company's shares through centralized bidding and block trading, with a total of no more than 63,001,900 shares, that is, no more than 3% of the company's total share capital.
Baichuan Energy: The controlling shareholder plans to reduce its holdings of no more than 3% of the company's shares
Baichuan Energy (600681) announced on the evening of October 8 that the controlling shareholder Baichuan Asset Management plans to reduce its holdings of the company's shares by no more than 40,225,600 shares, that is, no more than 3% of the company's total share capital.
WhatsMiner Power: Chen Xiaoqin, the actual controller, plans to reduce his holdings of no more than 3% of the company's shares
WhatsMiner Power (603530) announced on the evening of October 8 that Chen Xiaoqin, a shareholder holding 19.59% of the shares, intends to reduce his holdings of no more than 12,967,900 shares of the company through centralized bidding transactions or block transactions, that is, no more than 3% of the company's total share capital. Chen Xiaoqin and Ma Bin are husband and wife, and they jointly directly and indirectly hold 82.05% of the company's shares and are the actual controllers of the company.
Zhende Medical: The person acting in concert with the controlling shareholder intends to reduce his holdings of no more than 3% of the company's shares
Zhende Medical (603301) announced on the evening of October 8 that the company's shareholder Xuchang Garden holds 4.42% of the company's shares, and intends to reduce its holdings through centralized bidding and block trading, and the total number of shares to be reduced does not exceed 3% of the company's total share capital. The controlling shareholder of the company, Zhejiang Zhende Holding Co., Ltd., the actual controller, Lu Jianguo, Shen Zhenfang, and Xuchang Garden, acted in concert.
Riyue shares: Wang Ye, director and executive, plans to reduce his holdings of no more than 184,200 shares of the company
Riyue shares (603218) announced on the evening of October 8 that Wang Ye, the company's director, secretary of the board of directors and financial director who holds 0.0715% of the company's shares, plans to reduce his holdings of the company's shares by centralized bidding no more than 184,200 shares, accounting for about 0.0179% of the company's total shares.
Youfa Group: The directors plan to reduce their holdings of no more than 2,529,300 shares of the company
Youfa Group (601686) announced on the evening of October 8 that Zhang Degang, a director of the company holding 1.17% of the shares, intends to reduce his holdings of no more than 2,529,300 shares of the company through centralized bidding or block trading, accounting for 0.18% of the company's total share capital.
Wingtech Technology: Gree Electric intends to reduce its holdings of no more than 1% of the company's shares
Wingtech Technology (600745) announced on the evening of October 8 that on October 1, the company's shareholder Zhuhai Ronglin disclosed its shareholding reduction plan announcement, and the new shareholding reduction implementation entity is Zhuhai Ronglin Concerted Action Zhuhai Gree Electric Appliance Co., Ltd. (hereinafter referred to as "Gree Electric Appliances"). As of the announcement date, Gree Electric held 2.89% of the company's shares and planned to reduce its holdings by no more than 12,428,100 shares (no more than 1% of the company's total shares) through centralized bidding transactions.
Jinpu Garden: Suzhou High-tech and Jinlin Partnership will reduce their holdings of no more than 2% of the company's shares in total
Jinpu Garden (301098) announced on the evening of October 8 that Suzhou New District High-tech Industry Co., Ltd. (hereinafter referred to as "Suzhou High-tech"), a 4.19% shareholder, plans to reduce its holdings of the company's shares by centralized bidding within three months after three trading days (accounting for 1% of the total share capital after excluding the company's repurchase of special account shares); Zhenjiang Jinlin Enterprise Management Center (Limited Partnership) (hereinafter referred to as "Jinlin Partnership"), a shareholder holding 2.27% of the shares, plans to reduce its holdings of the company's shares by centralized bidding within three months after 15 trading days (accounting for 1% of the total share capital after excluding the company's repurchase of shares in the special account).
Sichuan Gold: Zijin South plans to reduce its holdings of no more than 2% of the company's shares
Sichuan Gold (001337) announced on the evening of October 8 that Zijin Mining Group Southern Investment Co., Ltd. (hereinafter referred to as "Zijin Southern") holds 37.584 million shares of the company (accounting for 8.95% of the company's total share capital), and plans to reduce the company's shares by centralized bidding and block trading in a total of no more than 8.4 million shares (accounting for 2% of the company's total share capital) within three months after 15 trading days.
Boqian New Materials: Shareholders plan to reduce their holdings of no more than 2% of the company's shares
Boqian New Materials (605376) announced on the evening of October 8 that shareholder Xinhui Investment holds 5.82% of the company's shares and plans to reduce the number of shares of the company by means of block transactions not exceeding 5.232 million shares, and the reduction ratio does not exceed 2% of the company's total share capital.
Construction Research Institute: Supervisors plan to reduce their holdings of no more than 53,600 shares of the company
The Construction Research Institute (603183) announced on the evening of October 8 that Chu Ying, a shareholder and supervisor who holds 214,700 shares of the company (accounting for 0.04% of the company's current shares), intends to reduce her holdings by no more than 53,600 shares (accounting for 0.01% of the company's total share capital).
Shareholder buybacks
Huasheng Lithium Battery: It is planned to repurchase shares for 40 million yuan - 50 million yuan
Huasheng Lithium announced that the company intends to repurchase shares with 40 million yuan to 50 million yuan for employee stock ownership plans and/or equity incentive plans. The repurchase price does not exceed 24.21 yuan per share.
Radio and television metering: It is planned to repurchase shares with 200 million yuan to 400 million yuan
Radio and Television Metrology (002967) announced on the evening of October 8 that the company intends to repurchase shares with 200 million yuan to 400 million yuan for the conversion of convertible bonds that the company plans to issue in the future. The repurchase price shall not exceed 18 yuan per share.
Genesis: plans to repurchase shares with 100 million yuan to 200 million yuan
Genesis (300083) announced on the evening of October 8 that the company intends to use its own funds to repurchase part of the company's public shares in a centralized bidding transaction for equity incentive plans or employee stock ownership plans. The total amount to be used to repurchase shares is 100 million yuan to 200 million yuan, and the repurchase price does not exceed 9.09 yuan per share (inclusive).
Del Future: It is planned to repurchase the company's shares for 30 million yuan - 60 million yuan
Del Future (002631) announced on the evening of October 8 that it intends to repurchase the company's shares for 30 million yuan - 60 million yuan, and the repurchase price does not exceed 5.95 yuan per share, and the repurchased shares will be used to convert corporate bonds that can be converted into shares.
Bohui Technology: It is planned to repurchase shares for 25 million yuan - 50 million yuan
Bohui Technology (688004) announced on the evening of October 8 that the company intends to repurchase the company's shares in a centralized bidding transaction, with a repurchase amount of not less than 25 million yuan (inclusive) and no more than 50 million yuan (inclusive), and the repurchase price not exceeding 16.18 yuan per share (inclusive). The repurchased shares are intended to be used for employee stock ownership plans or equity incentives at an appropriate time in the future.
Important Announcements
Wanhua Chemical: Yantai Industrial Park PDH unit resumed production
Wanhua Chemical announced that it was previously announced that 750,000 tons/year PDH and other devices in Yantai Industrial Park will be shut down for maintenance on August 25, 2024. Up to now, the shutdown and maintenance of the above-mentioned devices has been completed and normal production has resumed.
Shenda shares: Vice Chairman Zhou Lin resigned
Shenda announced that Zhou Lin resigned as vice chairman, director and member of the strategy and investment decision-making committee of the 11th board of directors of the company due to personal reasons. After his resignation, Zhou Lin no longer held any position in the company.
Zhefu Holdings: Terminated investment in Sichuan Deyang project
Zhefu Holdings announced that recently, Tonglu Shenlian, a holding subsidiary of the company, and the Deyang Kaizhou New Town Management Committee signed the "Deyang Kaizhou New Town Management Committee Hangzhou Tonglu Shenlian Environmental Investment and Development Co., Ltd. Industrial Resources Comprehensive Utilization Project Termination Agreement". Up to now, the project has not been able to move forward smoothly due to policy reasons. In view of the fact that the project has not yet been implemented and no actual investment has occurred, the termination of the investment in the Sichuan Deyang Project will not have a significant impact on the company's financial position and operating results.
TCL Smart Home: Chairman Hu Dianqian resigned
TCL Smart Home (002668) announced on the evening of October 8 that Hu Dianqian applied for resignation as the chairman of the company's sixth board of directors, director and convener of the board of directors' strategy committee due to work reasons. After resigning from the above positions, Hu Dianqian will continue to serve as a director of Guangdong Omar Refrigerator Co., Ltd., a holding subsidiary of the company.
*ST and Exhibition: Planning for major asset restructuring
*ST Hezhan (000809) announced on the evening of October 8 that Tieling Yuansheng Asset Management Co., Ltd. (hereinafter referred to as the "counterparty"), a minority shareholder of the company's holding subsidiary Tieling Caijing Investment Co., Ltd. (hereinafter referred to as the "target company"), intends to obtain control of the target company through capital increase and equity transfer. After the completion of this transaction, the target company will no longer be included in the company's consolidated financial statements. According to preliminary estimates, this transaction will constitute a major asset restructuring. According to the relevant regulations, the company's shares will not be suspended.
Yusys Technologies: Signed a cooperation agreement with HW on the HarmonyOS ecosystem
Yusys Technologies (300674) said today on the investor interactive platform that Yusys Technologies and HW signed a cooperation agreement on the HarmonyOS ecosystem, focusing on Harmony OS NEXT's native application development, compatibility and adaptation, ecological cooperation, market expansion and other aspects of financial business scenarios to carry out all-round and in-depth cooperation, and jointly create a new future of digital and intelligent finance. Yusys Technologies released the HarmonyOS NEXT mobile financial development platform, providing one-stop product support for the application development of HarmonyOS and helping enterprises quickly launch HarmonyOS native APP financial services. The company is not only the ecological market service provider of its developer alliance, but also has become the first batch of HarmonyOS development service providers, and is expected to continue to expand its business and territory with the development and construction of its ecosystem.