News
"Key A-Share Investment Insights for Friday, Oct 11"
Existing housing loans to be uniformly reduced to LPR-30BP; ICBC to adjust from October 25th
ICBC, Bank of Communications, China Merchants Bank, Shanghai Pudong Development Bank, China Zheshang Bank, Industrial Bank, and several other banks have released frequently asked questions about the adjustment of existing housing loan interest rates. Current housing loan interest rates above LPR-30BP will be uniformly adjusted to LPR-30BP. Both first and second homes will be adjusted, with ICBC confirming the uniform adjustment on October 25th, and other banks completing the adjustment before October 31st. Those with housing loan interest rates below LPR-30BP will not participate in this adjustment.
Central Bank introduces 500 billion yuan swap facility
The Central Bank has decided to create the "Securities, Fund, and Insurance Company Swap Facility" to support eligible securities, fund, and insurance companies in exchanging high-quality liquid assets such as government bonds and central bank bills for collateral assets like bonds, stock ETFs, and constituents of the CSI 300 index. The initial operation scale is 500 billion yuan, with the possibility of further expanding the operation scale as needed.
Advertisement
U.S. September CPI rises 2.4% year-on-year, higher than market expectations
The U.S. September CPI rose 2.4% year-on-year, higher than market expectations. The estimate was for a 2.3% increase, with the previous value at a 2.5% increase; the U.S. September CPI rose 0.2% month-on-month, with the estimate at a 0.1% increase, and the previous value at a 0.2% increase. The number of first-time unemployment benefit claimants in the U.S. last week was 258,000, with the estimate at 230,000, and the previous value at 225,000. Traders have increased their bets on a 25 basis point rate cut by the Federal Reserve in November.
Minister of Finance Lan Fu'an to attend the press conference of the State Council Information Office, introducing "counter-cyclical fiscal policy adjustments" and other situations
Minister of Finance Lan Fu'an will introduce the situation regarding "increasing the intensity of counter-cyclical fiscal policy adjustments and promoting high-quality economic development" this Saturday and answer questions from journalists. Recently, the Central Bank has introduced a package of new monetary policies such as interest rate cuts and reserve requirement ratio reductions to support stable growth. Against this backdrop, the market has high expectations for incremental fiscal policies. Most analysts believe that the scale of incremental fiscal policies within the year may not be less than 2 trillion yuan, including forms such as increasing the deficit ratio, issuing special government bonds and ultra-long-term special government bonds, and expanding the scope of special bond usage.
Ministry of Foreign Affairs: Retaliation against U.S. military-industrial enterprises and senior executives
The Ministry of Foreign Affairs has announced retaliatory measures against U.S. military-industrial enterprises and senior executives.Ministry of Foreign Affairs: Announces Decision on Retaliatory Measures Against U.S. Military Companies and Senior Executives. The Chinese side has decided to freeze movable, immovable, and other types of properties of three U.S. military companies within our territory; prohibit organizations and individuals within our territory from conducting related transactions, cooperation, and other activities with them. For ten senior executives of U.S. companies, freeze movable, immovable, and other types of properties within our territory; prohibit organizations and individuals within our territory from conducting related transactions, cooperation, and other activities with them personally; deny visas to them personally and prohibit entry (including Hong Kong, Macao).
National Bureau of Statistics Decides to Conduct a Nationwide Sample Survey on Population Changes in 2024
The National Bureau of Statistics: Decides to conduct a nationwide sample survey on population changes in 2024. The survey is conducted on households with Chinese nationality within the selected housing units, covering both family households and collective households. People who should be registered in the household include those living in the household at the standard survey time point, those with household registration in the household but not living in the household at the standard survey time point.
National Data Bureau: Encourages All Parties to Develop More Products Using Public Data
The person in charge of the National Data Bureau introduced the development and utilization of public data resources at a press conference, stating that they are working with relevant departments to deeply plan the development and utilization of data, and a large number of high-quality public data will be supplied in succession; multiple policies on the development and utilization of public data resources are being formulated and will be open for public consultation in the near future.
National Development and Reform Commission: Domestic Gasoline and Diesel Prices Increase by 140 Yuan and 135 Yuan per Ton, Respectively
Starting from 24:00 on October 10th, domestic gasoline and diesel prices will be adjusted by 140 yuan and 135 yuan per ton, respectively. On average across the country: the price of 92# gasoline will increase by 0.11 yuan per liter, 95# gasoline will increase by 0.12 yuan per liter, and 0# diesel will increase by 0.11 yuan per liter. For a small private car with a fuel tank capacity of 50 liters, filling up with 92# gasoline will cost an additional 5.5 yuan.
Multiple Measures to Enliven the M&A Restructuring Market, SSE Holds Another Securities Firm Symposium
SSE: Holds another securities firm symposium, where the latest policy spirit on M&A restructuring is preached on-site, and opinions and suggestions are heard on further enlivening the M&A restructuring market and breaking through the "last mile" of policy implementation. Eight securities firms, including CITIC Securities, CICC, CITIC Construction Investment, Huatai United, Guotai Junan, Guosen Securities, Orient Securities, and GF Securities, participated in the meeting.
Personal Loan System "Busy to Jam", Many Banks Warn: Strictly Prohibit Loan Stock SpeculationThe number of accounts opened by major brokerages hit a historical high during the holiday. In addition, the recent topic of "loan stock trading" on social media has once again sparked heated discussions. Faced with the "bud" of entering the market with loans, several banks issued announcements stating, "If credit funds are found to be improperly flowing into the stock market and other areas, the loans will be recovered in advance upon discovery."
A-shares initiate the "suction effect" as some cross-border ETFs face significant redemptions
Accompanying the suction effect of asset transfer, other cross-border ETFs that do not invest in the A-share market have begun to experience redemptions to varying degrees. According to data statistics, as of October 9th, since September 24th, 38 cross-border ETFs (excluding Chinese concept stock ETFs, Hong Kong stock ETFs, and oil and gas ETFs) tracking major stock indices in the United States and other markets have seen a combined redemption of 189.3 million shares, with an overall redemption ratio of 2.33%.
During the National Day holiday, Wuhan's commercial housing transaction volume increased by more than 110%, with a 98.6% year-on-year growth in sales area
On the eve of the National Day holiday, Wuhan, Hubei Province, introduced a series of measures to promote the stabilization of the real estate market. During the National Day holiday, Wuhan also held a Golden Autumn Home Buying Festival, with 242 real estate projects offering various forms of discounts. The combination of new real estate policies and the home buying festival significantly increased the heat of the real estate market, with a substantial increase in the number of commercial housing transactions, area, and amount.
The total scale of the Science and Technology Innovation Board 50 Index products breaks through the 200 billion yuan mark, with an increase of more than 50% compared to the beginning of the year
The latest data shows that the total scale of the Science and Technology Innovation Board index products is nearly 300 billion yuan, with a total of 85 tracking products. Among them, the total scale of the Science and Technology Innovation Board 50 Index products has broken through the 200 billion yuan mark, with an increase of more than 50% compared to the beginning of the year, ranking second among domestic stock indices (second only to the CSI 300 Index).
Rice produces semiconductor materials! Chinese team successfully achieves: purity of 99.99%
Wuhan University of Science and Technology announced that the "Zhitong Daohe" student team from the School of Materials has successfully extracted a semiconductor material—nano silicon carbide—from rice straw and rice husks using low-temperature magnesium thermite technology. Its purity is as high as 99.99%, and the particle size can be as fine as 30nm, increasing the added value of rice husks by more than 9 times.
Raising 4.8 billion yuan! The leading Chinese storage company is counting down to its IPO.The domestic storage industry has received significant positive news as Wuhan Xinxin Integrated Circuit Co., Ltd.'s IPO on the STAR Market has been accepted. This marks the first IPO in the second half of the year for the capital market. As a subsidiary of Yangtze Memory Technologies Holding Group, Wuhan Xinxin holds a significant market share in NOR Flash. Given the current situation, it is only a matter of time before Wuhan Xinxin enters the capital market, as the company has met all the stringent review requirements of the STAR Market.
According to the prospectus, Wuhan Xinxin's fundraising project focuses on the third phase of the 12-inch integrated circuit manufacturing production line, aiming to concentrate superior resources to address the domestic shortage of three-dimensional integration and SOI foundry capacity supply. Guotai Junan's Shu Di estimates that this will significantly promote rapid development in the advanced packaging field domestically.
Among listed companies, Gu Ao Technology (300551) has a stake in its subsidiary, Xin Cun Technology, which designs new types of storage chips used in industrial-grade data servers, capable of replacing most of the more costly DRAM.
Hua Hong Company (688347) mainly provides foundry products including NOR Flash and EEPROM, with most types of electronic devices requiring independent non-volatile memory, and the application fields are extremely broad, covering industries, white home appliances, automotive electronics, and various low-power IoT devices.
SpaceX is set to conduct its fifth Starship test flight, with the future market size of commercial space travel potentially reaching $1.1 trillion.
According to official SpaceX news, the company plans to conduct the fifth flight test of Starship on October 13th, pending approval from the Federal Aviation Administration (FAA). Previously, the FAA has indicated on several occasions that this flight test might be delayed until November.
In recent years, the global commercial space industry has been expanding, becoming a strategically important emerging industry that has attracted much attention. Industry insiders predict that the market size will reach $1.1 trillion by 2030. Major global economies support commercial space as an important track for future development, issuing policies to guide and layout. CITIC Securities stated that with the release of China's space launch potential, the industry is about to reach an inflection point.
Among listed companies, Tianyin Electromechanical (300342) stated that its subsidiary, Tianyin Interstellar, mainly produces star sensors, with clients including satellite manufacturing enterprises such as Galaxy Aerospace, Tianyi Research Institute, and Changguang Satellite.
Zhenyou Technology (688418) stated that the satellite communication system of the Tian Tong No.1 satellite is operated by China Telecom, with its core network part exclusively built by Zhenyou Technology. In addition, the company actively participates in the formulation of relevant technical standards for China Star Network Group and the construction of the core network system.
Shanghai Hanxun (300762) covers the industry with broadband communication chips, communication modules, terminals, base stations, and application systems, forming a "chip-module-terminal-base station-system" full industry chain layout, focusing on the industry applications for special institutional users in the fields of land, sea, air, and space.The evaluation system fills the gap in the engineering implementation of autonomous driving in multiple fields
China's first automotive intelligent safety evaluation system was recently released in Chongqing. This evaluation system can assess the environmental perception, decision-making control, emergency response, and other dimensions of intelligent vehicles.
It is reported that the automotive intelligent safety evaluation system focuses on the safety of intelligent vehicle application scenarios, marking a significant breakthrough for China in the field of intelligent vehicle safety evaluation. Zhu Xichuan, the director of the Automotive Safety Technology Research Institute at Tongji University, stated that the release of this protocol not only fills the gap in the engineering implementation of autonomous driving system development and safety assessment but also sets a new safety benchmark for the global automotive industry. Ping An Securities research report believes that with the continuous introduction of relevant favorable policies at the national and local levels, China's commercial environment for autonomous driving will continue to be optimized. Guoxin Securities research report predicts that the domestic autonomous driving market space is expected to exceed 50 billion yuan by 2025 and may approach 300 billion yuan in the future.
Among listed companies, Joyson Electronics (600699) mainly provides 5G-V2X vehicle-road collaborative solutions and integrated digital intelligent antennas in the field of intelligent vehicle networking, and has technical reserves such as vehicle-side protocol stacks, OBU (On-Board Unit) equipped with 5G/V2X technology, RSU (Road Side Unit), MEC (Mobile Edge Computing), and Cloud (cloud platform).
Wanjie Technology (300552) builds an ecosystem around the two most basic elements of transportation, "road" and "vehicle". In terms of road ecosystem and cloud ecosystem construction, the company has laid out intelligent roadside infrastructure and intelligent networked cloud control platforms. Based on different market forms, the company has formed two business segments: smart highways and smart intercities.
Gosuncn (300098) has compiled and drafted a series of national standards, industry standards, group standards, and industry research topics in the field of vehicle-road collaboration, and has a series of C-V2X product matrices covering vehicle-side, road-side, and cloud-side.
Tesla Robotaxi may adopt butterfly wing doors
According to media reports citing informed sources, Tesla Robotaxi will have butterfly wing doors and two seats. It is reported that butterfly-style doors present a "butterfly spreading wings" style after opening, and this type of door is often seen in supercars and prototype racing cars.
In terms of listed companies, Fosai Technology (301529) mainly produces interior functional parts and decorative parts. According to Tianyancha, Wuhu Fosai Technology Co., Ltd. has obtained a patent called "a butterfly door car vent with a rotatable hidden air outlet", with the authorization announcement number CN220577014U, and the application date is August 2023. In addition, this invention does not require motor drive and has a significant cost advantage.
This world-first achievement has opened up possibilities for the birth of a new generation of products.Researchers at King's College London have, for the first time, developed a method to issue complex commands to robots without the need for electricity, freeing up more "thinking" space for the robot's "brain." This world-first achievement paves the way for the birth of a new generation of robots. The research findings were published in the latest issue of the journal Advanced Science.
Robotics and artificial intelligence technologies continue to break through, with 2024 becoming an accelerated year for the development of humanoid robots. An increasing number of major companies, including Baidu, ByteDance, Tencent, and Huawei, are focusing the next AI opportunity on embodied intelligence, marking a milestone for the sector. Wanlian Securities stated that the continuous investment of tech giants like Tesla in the humanoid robot industry is expected to drive industry iteration and continuous breakthroughs. The mass production and large-scale application of humanoid robots are on the horizon, with commercialization becoming increasingly anticipated.
Among listed companies, Mingzhi Electric (603728) offers a wide range of products such as brushless motors, brushless slotless motors, frameless motors, supporting drive and control systems, precision linear transmission systems, and matching reducers that are widely applicable in the main motion function modules of robots, including mobile control modules, joint modules, and finger modules.
Haosen Intelligence (688529) has announced that both the Changzhou base and the fourth phase in Dalian have begun production. The company, based on its main business operations and strategic development needs, relies on its existing core technology in the field of intelligent equipment, focusing on the development, design, and sales of humanoid robot integration and AMR hardware and software products in its main business field of intelligent production lines.
Siling Shares (301550) plans to cover fields such as industrial robots, collaborative robots, and humanoid robots with its robot component products. Currently, the harmonic reducer is in the preparatory stage for mass production.
AI Achieves Major Breakthrough in RNA Virus Discovery, Set to Play a Greater Role in Vaccine Development and Pharmaceutical Fields
It has been reported that recently, a joint research team from Sun Yat-sen University and Alibaba Cloud published a significant scientific research achievement in the top international academic journal Cell. They utilized cloud computing and AI technology to discover over 160,000 new types of RNA viruses. The research revealed the longest RNA virus genome to date, with a length of 47,250 nucleotides, demonstrating the flexibility of RNA virus genome evolution. The newly discovered RNA viruses also exist in different environments, including air and hot springs, with significant differences in virus diversity and abundance between ecosystems. This research not only expands our understanding of RNA virus diversity but also showcases the potential and value of AI in modern scientific research.
Traditional virus discovery methods heavily rely on sequence homology comparison, making it difficult to capture "dark matter" viruses that lack homology or have very low homology. AI tools have greatly expanded the diversity of the global RNA virus circle. In the future, AI can be used to reveal the biodiversity and life details in every corner of the Earth and is expected to play a greater role in virus discovery, vaccine development, and other fields. With the rapid development of artificial intelligence technology and the booming biotechnology field, the deeply intersecting areas present huge opportunities. According to McKinsey predictions, generative AI could bring an economic value of 60 to 110 billion US dollars annually to the pharmaceutical and healthcare industries.
Hongbo Pharmaceuticals (301230) reports that its PR-GPT large model project is progressing smoothly, with algorithm optimization and biopharmaceutical language training work being carried out in an orderly manner. Functions such as knowledge Q&A, drug molecule generation, pharmacokinetics, and prediction of toxicological properties have been launched for internal testing and have initial capabilities, with plans to enter commercial operation in the fourth quarter of this year.
Chengdu Pioneer (688222) focuses its AI technology mainly on molecular discovery and optimization, based on large model + DEL screening experimental data training and iteration. It targets the expansion of compound space for multi-target types, new molecule generation, improvement of compound attributes, and increasing the accessibility of compounds.Tesla's upcoming Robotaxi launch is expected to accelerate the commercialization of autonomous driving
According to media reports, at 10:00 AM Beijing time on the 11th, Tesla will hold an official demonstration event with the theme "We, Robot". Tesla will unveil a new Robotaxi (autonomous taxi) product named "Cybercab". Musk is also expected to discuss plans to integrate Tesla's Full Self-Driving (FSD) technology into its Tesla Semi electric trucks.
The Tesla Robotaxi project is an important layout for Tesla in the field of autonomous driving, aiming to provide users with safe, convenient, and efficient autonomous taxi services through advanced technological means. Analysts believe that the hardware and software configuration of the Robotaxi industry has not yet been fully finalized. As a global leader in intelligent driving technology, Tesla's release of its technical and configuration solutions is expected to set off an industry wave. Major manufacturers around the world are deploying Robotaxis, and many countries overseas are making rapid progress. Domestic Robotaxis have entered the commercialization stage. On the one hand, the application of end-to-end large models has improved the generalization of autonomous driving. On the other hand, central and local governments have introduced relevant policies and regulations. According to institutional forecasts, the market size of China's and the global Robotaxi market will reach 488.8 billion yuan and 834.9 billion yuan respectively by 2030, with a compound annual growth rate (CAGR) of 248% and 239% from 2024 to 2030.
MeiLiXin (301307) has developed autonomous driving data processing unit structural parts for Tesla, which are now in mass production.
YiTong Century (300310) provides Tesla vehicles with IoT platform services such as data traffic management, anomaly detection, and tariff optimization. Its subsidiary AiYun Information is the designated agent of China Unicom's IoT platform JASPER, providing network connection and management services for Tesla based on China Unicom.
The national standard for new energy vehicle safety inspection is the first of its kind in China
It is reported that recently, the national standard "Inspection Regulations for the Safety Performance of New Energy Vehicle Operation" (GB/T 44500-2024) was officially released and will be officially implemented on March 1, 2025. It is known that this standard is the first safety inspection standard specifically for new energy vehicles in China and will become the inspection standard for the annual inspection of new energy vehicles. It is applicable not only to pure electric vehicles but also to plug-in hybrid vehicles (including range-extended vehicles). The "Regulations" focus on the principles of safety, specificity, and operability. Based on the technical status of mainstream power battery technologies such as ternary lithium and lithium iron phosphate, it proposes inspection items for the safety of new energy vehicle power batteries, drive motors, electronic control systems, and electrical safety, as well as corresponding inspection methods and procedures. It aims to provide technical support for vehicle inspections in the management, maintenance, appraisal, and second-hand car transactions of new energy vehicles.
According to statistics from relevant departments, as of June 2024, the national ownership of new energy vehicles has reached 24.72 million, and the monthly penetration rate of new energy vehicles has exceeded 50% for the first time. With the continuous increase in the ownership of new energy vehicles, the number of accidents such as fires and loss of control caused by power batteries and electronic control systems is increasing, making it particularly urgent to strengthen safety inspections. Strengthening safety inspections will help improve the safety and reliability of new energy vehicles and reduce the probability of accidents. It is expected that by 2027, the penetration rate of stations with new energy vehicle inspection capabilities will reach 90%. With the implementation of the new regulations, it is expected that there will be a peak in the purchase of new energy vehicle inspection equipment.
The main related concept stocks in the A-share market include China Auto Research (601965) and AnChe Inspection (300572).
Four departments issue documents to strengthen the access and industry standard management of electric bicycle productsAccording to reports, the State Administration for Market Regulation, the Ministry of Industry and Information Technology, the Ministry of Public Security, and the National Fire Rescue Bureau recently issued a notice on strengthening the access and industry standard management of electric bicycle products. From November 1, 2024, electric bicycles newly proposed for certification entrustment should comply with the mandatory national standards and modification requirements. They must pass certification and be marked with the certification logo before they can be manufactured, sold, imported, or used in other business activities. Public security departments in various places have strengthened the management of electric bicycle registration and licensing, strictly verifying sales invoices, product qualification certificates, and mandatory product certification certificates, etc.
Industry insiders believe that the relevant policies are beneficial to the leading enterprises in the industry. As an important means of short-distance travel, the market demand for electric bicycles continues to grow, especially in China, where the social stock of electric bicycles has reached 350 million, becoming the first choice for the public's short-distance travel. With the continuous improvement of consumers' requirements for the intelligence, comfort, and safety of electric bicycles, the demand for updates and replacements is growing rapidly. In addition, under the dual drive of policy benefits and market demand, the electric bicycle industry is accelerating towards the direction of intelligence and diversification, bringing new growth momentum to the market. Institutions predict that by 2025, the market size of China's lithium battery electric bicycle market will reach 50 billion yuan, with a compound annual growth rate of 15%.
The main related concept stocks in the A-share market include Aima Technology (603529) and Xinri Shares (603787), etc.
The National Local Joint Construction Embodied Intelligent Robot Innovation Center was inaugurated on October 10. The Ministry of Industry and Information Technology and the People's Government of Beijing held an inauguration ceremony in Beijing, and the Beijing Embodied Intelligent Robot Innovation Center was officially upgraded to the "National Local Joint Construction Embodied Intelligent Robot Innovation Center". In the future, the innovation center will further promote in-depth cooperation between scientific research institutions, universities, and innovative enterprises upstream and downstream of the industrial chain, continuously iterate and launch globally leading symbolic innovative products, and create a prosperous embodied intelligent industry ecosystem. The center will be committed to solving common problems of various innovative entities, promoting the formulation of embodied intelligent industry standards, improving the efficient allocation and integration of innovation chain, industry chain, and supply chain resources, thereby reducing the R&D and pilot costs of enterprises, increasing the development and expansion of application scenarios, accelerating the maturation and iteration of innovative products in the research and trial process, and promoting the global first landing and application of products.
The main related concept stocks in the A-share market include Fengli Intelligence (301368) and Jiangsu Beiren (688218), etc.
Major Investment
GAC Group: The wholly-owned subsidiary plans to invest $27 million in Pony.ai
GAC Group (601238) announced on the evening of October 10 that the 70th meeting of the sixth board of directors passed the "Resolution on Strategic Investment in Chenzhi Technology". In order to strengthen the industrial chain collaborative layout in key parts such as intelligent line control chassis, the company agreed that the wholly-owned subsidiary GAC Parts Co., Ltd. would invest up to 550 million based on the assessed value of the target company Chenzhi Technology Co., Ltd. to increase its capital and obtain 30% of the shares. The "Resolution on Strategic Investment in Pony.ai" was passed. To deepen business collaboration and promote the company's development in the field of autonomous driving, the company agreed that the wholly-owned subsidiary GAC Capital Co., Ltd. would invest $27 million in Pony.ai (Pony AI Inc.).Three Men Walking: Planning to Invest in Honor Terminals through a Limited Partnership
Three Men Walking (605168) announced on the evening of October 10th that the company, as a limited partner, will subscribe for a 49.82% share of the total contribution of Wuhu Borui Cornerstone Equity Investment Partnership (Limited Partnership) (hereinafter referred to as "the partnership") with its own funds of 51.5 million yuan. The private fund controlled by the company, Zhongxing Jucaitou Fund, as a limited partner, will subscribe for a 19.33% share of the total contribution of the partnership with the raised funds of 19.982 million yuan. The partnership will use Honor Terminals as the sole target.
Yunfeng Technology: Actively Deploying New Industrial Clusters Combining Artificial Intelligence and Robotics
Yunfeng Technology (688327) stated on the interactive platform that the company is actively deploying new industrial clusters that combine artificial intelligence with robotics. The company is committed to promoting industrial upgrading through artificial intelligence technology, especially exploring more possibilities in scenarios such as intelligent manufacturing, entertainment, and healthcare. Currently, Yunfeng Technology has started cooperation with several leading enterprises and research institutions in the industry to advance the research and application of key technologies for AI robots. The company's prospects in the AI robot industry chain are positive, and it is expected to further enhance the company's market competitiveness and industry influence.
Lao Ba Gan Liquor: Plans to Absorb and Merge its Wholly-Owned Subsidiary Fenglian Liquor Industry
Lao Ba Gan Liquor (600559) announced that the company plans to absorb and merge its wholly-owned subsidiary Fenglian Liquor Industry Holding Group Co., Ltd. (hereinafter referred to as "Fenglian Liquor Industry"). After the completion of this absorption and merger, the legal person qualification of Fenglian Liquor Industry will be revoked, and all its assets, debts, equity, business, etc., will be inherited by the company.
Major Bidding Wins
Donghua Software: Won a 242 Million Yuan Intelligent Computing Platform Project
Donghua Software (002065) announced that the Jiangsu Province Bidding and Tendering Public Service Platform released the "Winning Result Announcement for the Intelligent Computing Platform" on October 9, 2024, confirming the company as the winner with a bid price of 242 million yuan. If the winning project is successfully implemented, it will have a positive impact on the company's future business development and operating performance.
Baiao Intelligence: Signed a Contract for the Sale and Purchase of Equipment Worth Approximately 207 Million Yuan with a CustomerBao Intelligence (300836) announced that recently, the company signed an equipment sales contract with a customer, with a contract amount of approximately 207 million yuan, which will have a positive impact on the company's future operating performance.
Shareholder Increases and Decreases
Best邦 Technology: The actual controller plans to increase the company's shares by 5 million yuan to 10 million yuan
Best邦 Technology (300736) announced that the actual controller, Liu Tie Feng, plans to increase the company's shares by its own funds through the Shenzhen Stock Exchange system within six months starting from October 11, 2024, with a total increase in share amount not less than 5 million yuan and not more than 10 million yuan.
Chu Tian Technology: The controlling shareholder reduces part of the company's convertible bonds
Chu Tian Technology (300358) announced that the company received a notice from the controlling shareholder, Chu Tian Investment, that it recently reduced the "Chu Tian Convertible Bonds" it held by a total of 1.35 million through block trading, accounting for 13.5% of the total amount of convertible corporate bonds issued by the company as of October 9, 2024.
Yuanxing Energy: The actual controller recently increased 3 million shares of the company
Yuanxing Energy (000683) announced on the evening of October 10 that the actual controller, Dai Lianrong, increased 3 million shares of the company on October 9 and 10, 2024, through centralized bidding with its own funds.
Xinqiang Union: Haitong Kaiyuan plans to reduce not more than 1.5% of the company's shares
Xinqiang Union (300850) announced on the evening of October 10 that Haitong Kaiyuan Investment Co., Ltd. (referred to as "Haitong Kaiyuan"), a major shareholder holding 7.37% of the shares, plans to reduce not more than 3.5874 million shares (accounting for 1.00% of the company's total share capital) through centralized bidding within three months after 15 trading days, and reduce not more than 1.7948 million shares (accounting for 0.50% of the company's total share capital) through block trading.Meijin Energy: Some Directors and Senior Executives Plan to Increase Holdings of Meijin Convertible Bonds by No Less Than 3 Million Yuan
Meijin Energy (000723) announced on the evening of October 10th that certain directors and senior management personnel of the company plan to increase their holdings of Meijin convertible bonds through the Shenzhen Stock Exchange system using a centralized bidding trading method. Starting from October 11, 2024, within a period of one month, they will use their own funds or self-raised funds to purchase the convertible bonds. The total amount of the increase will not be less than 3 million yuan. There is no price range set for the increase.
Xidawei: Shareholders Plan to Reduce Holdings by No More Than 3% of the Company's Shares
Xidawei (688173) announced on the evening of October 10th that the shareholder Shenzhen Chenxin, holding 5.04% of the company's shares, plans to reduce its holdings of the company's shares by no more than 12.3093 million shares through centralized bidding and block trading, which will not exceed 3% of the total share capital of the company.
Important Announcements
Yonghui Supermarket: The Sale of Assets Has Not Yet Received the Fourth Installment of Equity Transfer Payment, and the Purchaser Has Already Breached the Contract
Yonghui Supermarket (601933) announced that previously, the company sold 389 million shares of Wanda Commercial Management held by it to Dalian Yujin, with a corresponding transfer price of 4.53 billion yuan. Among them, the fourth installment of the equity transfer payment of 300 million yuan should have been completed by September 30, 2024. As of the date of the announcement, the company has not yet received the transfer payment, and the purchaser, Dalian Yujin, has not fulfilled the payment obligation as agreed, which constitutes a breach of contract. The company has issued an accelerated maturity notice to Dalian Yujin, Wang Jianlin, Sun Xishuang, and Dalian Yifang Group Co., Ltd., demanding that Dalian Yujin immediately pay the company the payment and requesting Wang Jianlin, Sun Xishuang, and Dalian Yifang Group Co., Ltd. to bear joint and several guarantee responsibilities. At the same time, the company will file for arbitration with the Shanghai International Economic and Trade Arbitration Commission to pursue the legal responsibilities of Dalian Yujin, Wang Jianlin, Sun Xishuang, and Dalian Yifang Group Co., Ltd.
Aima Technology: The Actual Controller, Chairman, and General Manager Zhang Jian Has Been Detained
Aima Technology (603529) announced that the company recently received a notice from the family of the actual controller, chairman, and general manager Zhang Jian. On October 9, 2024, they received a notice of detention and investigation issued by the Chengde City Supervision Commission. As of the date of the announcement, the company has not received any notice from the relevant authorities, nor has it been asked to assist in the investigation. Other directors, supervisors, and senior management personnel of the company are performing their duties normally, the company's control rights have not changed, the board of directors is operating normally, and the production and operation management is normal. The above matters will not have a significant impact on the company's normal production and operation.
Gengxing Shares: The Company Seal and Certificate Materials Have Returned to Normal ManagementGengxing Co., Ltd. (600753) announced that the company had previously disclosed the "Announcement on the Loss of Company Seal and Certificate Materials" and the "Announcement on the Loss of Control over Company Seal and Certificate Materials". On October 10, 2024, through the joint efforts of the company and all relevant parties, the company seal and certificate materials have been fully handed over to the current management personnel for custody, among which, the business license has been used to handle the industrial and commercial change registration. As of the date of this announcement, the management and use of the company seal and certificate materials have been fully restored to normal.
ST Xudian: The company's stock will be delisted on October 11th
ST Xudian (000413) announced that the company's stock has been decided by the Shenzhen Stock Exchange to terminate the listing and will be delisted on October 11, 2024.
AVIC Electronic Measurement: The reorganization has not been fully implemented, and the company is actively promoting the implementation of the transaction according to plan
AVIC Electronic Measurement (300114) issued an announcement on abnormal fluctuations in stock trading, stating that on September 30, 2024, the company disclosed the "Announcement on the Progress of the Implementation of the Issuance of Shares to Purchase Assets by AVIC Electronic Measurement Instrument Co., Ltd." The company plans to issue shares to purchase 100% of the equity held by China Aviation Industry Group Co., Ltd. in Chengdu Aircraft Industry (Group) Co., Ltd., and obtained the China Securities Regulatory Commission's approval for the registration of this reorganization on August 5th. To date, this reorganization has not been fully implemented, and the company is actively promoting the implementation of the transaction according to plan, including but not limited to preparing for the industrial and commercial change registration/transfer materials of 100% equity of Chengdu Aircraft Industry (Group) Co., Ltd., share issuance materials, etc.
WenYi Technology: The controlling shareholder is planning a major event, and the stock will continue to be suspended
WenYi Technology (600520) announced that on October 8th, the company received a notice from the controlling shareholder Tongling Sanjia Electronics (Group) Co., Ltd. and its concert party Anhui Rui Zhen Business Management Co., Ltd., stating that they are planning a major event related to the company, which may lead to a change in the controlling shareholder and actual controller of the company. In view of the uncertainty of this matter, the company's stock will continue to be suspended from the morning of October 11th (Friday) and is expected to continue to be suspended for no more than three trading days.
Aurora: The company's comprehensive computing service business has risks such as uncertain performance and industry risks
Aurora (600666) issued an announcement on unusual fluctuations, stating that the company's stock trading closed at a price increase deviation value exceeding 20% for three consecutive trading days from October 8th to 10th, which belongs to the situation of abnormal fluctuations in stock trading. After self-inspection, the company and its subsidiaries are operating normally, and there have been no other significant changes, and the market environment and industry policies have not undergone significant adjustments. The company and its controlling shareholder Qingdao Zhi Suan do not have any significant information that should be disclosed but has not been disclosed. The company's operating income in the first half of 2024 was 199 million yuan, and the net profit was -5.2779 million yuan. Investors are advised to pay attention to the risks of production and operation. The company's comprehensive computing service business has risks such as uncertain performance, industry risks, talent and management risks. The lock-up period for the shares held by the company's reorganization financial investors has expired, and the financial investors have already reduced their holdings. There may be further reductions in the future, and investors are advised to pay attention to investment risks.
Yitong Century: The company's 4.99% shares held by the controlling shareholder and actual controller will be auctioned judiciallyYitong Century (300310) announced that some of the company's shares held by the controlling shareholders and actual controllers, Zhong Feipeng, Tong Wenwei, and Shi Yazhou, will be auctioned judicially. The total number of shares to be auctioned is 44 million, accounting for 23.79% of the total shares held by the controlling shareholders and actual controllers, and 4.99% of the company's total share capital. This judicial auction will not result in a change of the company's actual control and will not have a significant impact on the company's production and operation.
Tailor Shares: No financial data for the third quarter of 2024 provided to any third party
Tailor Shares (002347) issued a stock trading abnormal fluctuation announcement stating that the company has scheduled to disclose the "2024 Third Quarter Report" on the Shenzhen Stock Exchange on October 26, 2024. As of the date of the announcement, the company has not provided any financial data for the third quarter of 2024 to any third party. According to laws and regulations such as the "Shenzhen Stock Exchange Stock Listing Rules," the company does not have any circumstances that require the disclosure of performance forecasts or performance reports.
Zhizheng Shares: Planning to inject assets mainly engaged in the semiconductor packaging materials industry, stock suspension
Zhizheng Shares (603991) announced on the evening of October 10 that the company is planning asset swaps, issuance of shares, and cash payment for the purchase of assets, and raising supporting funds. The assets to be injected are mainly engaged in the research and development, production, and sales of semiconductor packaging materials. The assets to be disposed of are 100% equity of the company's subsidiary, Shanghai Zhizheng New Materials Co., Ltd. Due to the uncertainty of this transaction and its involvement with foreign-listed companies, upon the company's application, the company's stock will be suspended from trading starting from the opening of the market on October 11 (Friday), and the suspension is expected to last no more than 10 trading days.
Dangsheng Technology: Lithium iron phosphate (manganese) products have started certification testing with famous overseas car companies
Dangsheng Technology (300073) recently stated during institutional research that the first phase of the Dangsheng Shudao (Panzhihua) lithium iron phosphate (manganese) project has been completed and put into production, with a monthly shipment of thousands of tons, achieving "completion and immediate production, production and immediate full production." Currently, the company's lithium iron phosphate (manganese) products are mainly supplied to first-class domestic power and energy storage battery customers and have started certification testing with famous overseas car companies. In the future, the company will continue to target the high-end market, relying on its existing advantages in international customer resources.
Fulin Precision: Signed a cooperation framework agreement for humanoid robot application projects
Fulin Precision (300432) announced on the evening of October 10 that the company plans to sign a "Humanoid Robot Application Project Cooperation Framework Agreement" with Zhiyuan Robot, Juxing New Materials, Wen Hongjie, Anu Chuangxiang, and Anu Chuanghe. Based on the common optimism for the humanoid robot application project track, the parties plan to invest in the establishment of a project company and integrate resources from all parties to carry out project construction. The company plans to contribute 2 million yuan in cash, holding a 20% stake. On the same day, Fulin Precision announced that the company and its holding subsidiary, Jiangxi Sublimation, recently signed a "Supplementary Agreement to the Project Investment Cooperation Agreement" with Ganfeng Lithium. Jiangxi Sublimation and Ganfeng Lithium or its designated party plan to jointly invest in the establishment of a joint venture company, and the joint venture company will be the main body to build a 100,000-ton lithium sulfate manufacturing lithium dihydrogen phosphate project in Xuanhan County, Dazhou City, Sichuan Province. The registered capital of the joint venture company is 100 million yuan, of which Jiangxi Sublimation contributes 49 million yuan, holding 49% of the joint venture company's shares.
Leave A Comments