[Today's introduction]
The Ministry of Water Resources issued opinions and promoted water conservation work in Xiongan New Area from a high starting point
Two ministries and commissions issued documents to encourage a new round of household appliances for new and smart home appliances to go to the countryside
Guangdong vigorously promoted the development of offshore wind power project, and the industry continued to be prosperous
"The father of lithium batteries" said that electric vehicles should be transformed into "power banks" and the V2G market space exceeded 100 billion
[Financial Selection]
1. Promote the construction of Chengdu-Chongqing Twin Cities Economic Circle . The fourth meeting of the Chongqing Sichuan Joint Conference of Party and Government was held in Yibin, Sichuan today. The meeting proposed to jointly build the Chengdu-Chongqing Twin Cities Economic Circle in 2022 to promote 46 key tasks in 10 aspects, and to promote 160 major projects with a total investment of about 2 trillion yuan.
2. The National Development and Reform Commission and the Ministry of Industry and Information Technology recently issued the "Notice on Implementing Plan for Promoting the Operation of the Industrial Economy and Promoting the High-Quality Development of the Industry", pointing out that we should accelerate the promotion and application of new energy vehicles, accelerate the construction of supporting facilities such as charging piles and battery swap stations; lay out a number of new infrastructure projects in the fields of 5G, gigabit optical networks, etc.; accelerate the innovation and iterative application of key core technologies, and increase policy support for the application of "first sets" and "first batches".
3. The Insurance Industry Association issued the "Exclusive Terms for Commercial Insurance of New Energy Vehicles (Trial)", marking the official implementation of new energy vehicle insurance, and the protection scope covers the use scenarios of new energy vehicles driving, parking, charging and operation.
4 and The National Development Bank issued the "Action Plan for Implementing Green and Low-Carbon Financial Strategy and Supporting Carbon Peak and Carbon Neutralization", and will continue to increase support for clean, low-carbon, safe and efficient energy systems, energy conservation, carbon reduction and efficiency enhancement in key industries.
5. The Party Committee of the China Banking and Insurance Regulatory Commission conveys and learns the spirit of the Central Economic Work Conference. The meeting required that financial regulatory policies that are conducive to economic stability should be actively introduced to promote green and low-carbon transformation; the meeting pointed out that it is necessary to continuously improve the long-term real estate mechanism that stabilizes land prices, housing prices and expectations, increase financial support for the long-term rental housing market and the construction of affordable housing , and promote the virtuous cycle and healthy development of the real estate industry.
6. Yesterday afternoon, Guangzhou City’s epidemic prevention and control press conference reported that Guangzhou found the first positive case of Omickron imported from abroad. As of 12:00 yesterday, a total of 10,544 screening personnel in key places have been found, and all of them have been negative. In addition, as of 20:00 yesterday, Shaoxing City, Zhejiang Province has found a total of 171 confirmed cases and 1 asymptomatic infection.
7. Recently, the Party Committee of the People's Bank of China held an enlarged meeting to convey and study the spirit of the Central Economic Work Conference and study and deploy the implementation work. The meeting emphasized that a prudent monetary policy should be flexible and moderate, and to maintain the basic stability of the RMB exchange rate of at a reasonable and balanced level; to support the standardized development of financial technology in accordance with the law, and to strengthen anti-monopoly and anti-unfair competition.
8. In yesterday's photovoltaic industry supporting supply chain development forum, a relevant person in charge of Longi Green Energy Technology Co., Ltd. believes that as batteries gradually replace from P-type to N-type, and high-efficiency battery technology rapidly rises, components will also develop in a more diversified direction. 2022 may be the first year for large-scale application of N-type components.
9, northbound funds were net inflows of 6.026 billion yuan on the 14th, and stocks, , Oriental Fortune , Wuliangye, and China Merchants Bank received net inflows of 842 million, 518 million and 455 million yuan respectively.
10. U.S. stocks closed down across the board on Wednesday, with the Dow Jones Industrial Average falling 0.3%, the Nasdaq fell 1.14%, and the S&P 500 falling 0.74%. Internet technology stocks led the market with Odobe falling by more than 6.5%, and Microsoft fell by 3.26%.
[Policy]
1. [Wind Power] Guangdong vigorously promotes the development of offshore wind power projects and the industry continues to be prosperous
On the 14th, the General Office of the Guangdong Provincial Government issued the "Guangdong Province Marine Economic Development "14th Five-Year Plan", proposing to promote the development of offshore wind power projects, and strive to complete and put into production and install capacity to reach 18 million kilowatts by the end of 2025, and accelerate the construction of Yangjiang and East Guangdong offshore wind power industry bases.
According to the plan, my country will lay out 41 offshore wind power clusters with a total capacity of about 290 million kilowatts around five offshore wind power bases, namely Shandong Peninsula, Yangtze River Delta, southern Fujian, eastern Guangdong, and Beibu Gulf.Hong Yi of Dongxing Securities said that with the continuous guidance of policies, offshore wind power will gradually become an important part of the installed capacity of the wind power industry, and large bases + wind power going to the countryside + offshore wind power will help the common development of centralized and decentralized markets of wind power.
Related stocks: Zhongtian Technology (600522), Sunyue Co., Ltd. (603218)
2, [Water Resources] The Ministry of Water Resources issued opinions and promote water conservation and use work in Xiongan New Area from a high starting point
Recently, the Ministry of Water Resources issued the "Guiding Opinions on Promoting Water Conservation and Use Work in Xiongan New Area from a High Start Point", promoting the creation of Xiongan New Area into a national water-saving model and ensuring the high-quality development of Xiongan New Area. The "Guiding Opinions" require that by 2025, Xiongan New Area should effectively implement the development requirements of determining cities and people based on water, strictly control the total amount and intensity of water use, fully implement the water-saving management system, innovate the water-saving incentive and constraint mechanism, and simultaneously build various water-saving facilities to form an overall layout of water-saving consumption. The "Guiding Opinions" deploys 26 work tasks in seven aspects, including comprehensive implementation of the water-saving management system, innovating the water-saving incentive and constraint mechanism, vigorously carrying out water-saving infrastructure construction, implementing urban water-saving and loss reduction, implementing industrial water-saving and emission reduction, implementing agricultural water-saving and efficiency-enhancing, and implementing various guarantee measures. The "Guiding Opinions" proposes a scientific, reasonable, demonstration-led water-saving indicator system, and clarifies 26 water-saving indicators in four aspects, including comprehensive indicators, industry indicators, management indicators, public water-saving awareness and satisfaction, guiding Xiongan New Area to promote water-saving work from a high starting point.
Related stocks: Dayu Water Saving (300021), Huaqi Environmental Protection (300929)
3, [Home Appliances] Two ministries and commissions issued documents to encourage a new round of home appliances for new and smart home appliances to go to the countryside
0 The National Development and Reform Commission and the Ministry of Industry and Information Technology recently issued the "Notice on Implementing Plan for Promoting the Operation of the Industrial Economy and Promoting the High-Quality Development of the Industry". The "Notice" proposes to release consumption potential in key areas. Accelerate the promotion and application of new energy vehicles, and accelerate the construction of supporting facilities such as charging piles and battery swap stations. Improve the home appliance recycling and processing system and implement the target responsibility system for home appliance producer recycling. Places with conditions are encouraged to launch a new round of old-for-new actions in the fields of home appliances and other fields. Encourage the implementation of new energy vehicles, smart home appliances, and green building materials to the countryside. Promote the implementation and promotion of ultra-high-definition videos for major scenarios such as the Beijing Winter Olympics broadcast. Develop new information consumption , etc. Intelligence has become a major trend in the development of the home appliance industry. Authoritative data shows that in 2018, my country's smart home appliance market retail sales reached 349.2 billion yuan, and the market size is very large. Therefore, in the future, with the guidance of the government, the maturity of technology, the rapid development of the Internet and the Internet of Things, and the high participation of brands at all levels, intelligence will be the main form of home appliance products. It is estimated that by 2024, the size of China's smart home appliance market will exceed 700 billion yuan.
Related stocks: Haier Smart Home (600690), Skyworth Digital (000810)
4, [ Digital Currency ] The People's Bank of China steadily and orderly promotes digital RMB research and development next year
0 The Party Committee of the People's Bank of China held a meeting to convey and study the spirit of the Central Economic Work Conference. The meeting emphasized that the financial supply-side structural reform will be deepened next year. Deepen the reform of rural credit cooperatives and bond market reform. Strengthen the overall supervision of financial infrastructure. Promote the research and development of digital RMB steadily and orderly. As of October 22, 2021, my country has opened a total of 140 million digital RMB personal wallets and 10 million corporate wallets, a total of 150 million transactions, and a transaction volume of nearly 62 billion yuan. In addition, there are currently more than 3.5 million digital RMB pilot scenarios. According to institutional estimates, the upgrade of the digital RMB software and hardware industry will bring a market space of 140 billion, including 5.1 billion bank core system transformation, 33.9 billion digital RMB hard wallet, 50.7 billion ATM upgrade, 32.3 billion smart counter card issuer upgrade, 19.2 billion merchant POS equipment upgrade, and 19.2 billion merchants, with a broad market space.
related stocks: Radio and Television and Television (002152), Yuyin Co., Ltd. (002177)
5, [Energy Storage] Wind Power + Photovoltaic major bases, the demand in this link is explosively growing
0 National Development and Reform Work Conference emphasized that we should actively promote the construction of large-scale wind power and photovoltaic bases with deserts, Gobi and desert areas as the focus.In mid-to-late October, Inner Mongolia, Gansu, Qinghai and Ningxia organized the construction of a number of large-scale wind power photovoltaic base projects mainly in deserts, Gobi and desert areas, with a total scale of nearly 30 million kilowatts, and the first batch of projects with installed capacity of about 100 million kilowatts was opened. my country's deserts, Gobi and desert areas are mainly distributed in Xinjiang, Inner Mongolia, Qinghai, Gansu, Ningxia, Shaanxi and other provinces. They have a vast area and rich wind and solar resources. The technological development volume accounts for more than 60% of the country. Wind power and photovoltaics have natural intermittent and volatility. Only with renewable energy installations with energy storage can the complete replacement of traditional fossil energy installations. The second batch of Winter and Lighthouse Base Project Application Requirements clearly state that "encourage the construction of centralized and shared energy storage to maximize the benefits of energy storage." In July 2021, the National Energy Administration of issued the "Guiding Opinions of on Accelerating the Development of New Energy Storage", proposing to achieve the transformation from the initial stage of commercialization to large-scale development by 2025, with the installed capacity of new energy storage reaching more than 30GW. At the same time, it also proposed to clarify the independent market entity of energy storage, accelerate the entry of energy storage and allow participation in various power markets at the same time. Anxin Securities said that energy storage demand has grown explosively. The global wind power photovoltaic installed capacity supporting energy storage is less than 3% in 2020. It is expected that the supporting proportion is expected to increase to 15% in 2025, and the energy storage time is expected to increase to 2.5h. The scale of energy storage installed capacity may exceed 80GW/200GWh, corresponding to the average compound growth rate from 2021 to 2025 is about 80%.
related stocks: Xuji Electric , Jinguan Co., Ltd., Xinfengguang
[Industry]
1, [Auto Parts] As the "eye of autonomous driving", the demand for this auto parts has risen sharply
0 With the popularization of 5G, artificial intelligence , Internet of Things and other technologies, automobiles have gradually developed from simple transportation tools to "interconnected space on the wheel" integrating travel, office and entertainment. ADAS ( Advanced Driving Assistance System ) is the basis of intelligent driving. It collects data through various sensors installed on the car for AI training, while sensing the environment to achieve intelligent driving. As the "eye of autonomous driving", the automotive camera has become the main sensor in intelligent driving solutions. Its "visual perception" process begins with the lens collecting images, and then the photosensitive components and control components inside the camera process the image and convert them into digital signals. Compared with consumer electronic lenses, they all put higher requirements on shock resistance, stability, thermal compensation, and anti-interference of the straits and strong light, so they have higher technical barriers. As intelligent driving upgrades from L1 to L2/L3, the number of cameras has increased from about 5 to 8-13. Dongguan Securities analyzed that the number of car cameras has increased significantly, plus the performance upgrades of on-board camera resolution upgrades (from 1MP to 8MP), night vision, 3D imaging function optimization and other performance upgrades catalyze the upward trend of on-board camera ASP. It is expected that the market size of on-board camera market will grow rapidly in the next few years.
related stocks: Lianchuang Electronics, United Optoelectronics, Yongxin Optics
2, [Photovoltaic] The most important technological change of photovoltaics, 2022 may be the first year of large-scale application
In the photovoltaic industry supporting supply chain development forum, a relevant person in charge of Longi Green Energy Technology believes that as batteries gradually replace P-type to N-type, and high-efficiency battery technology rises rapidly, components will also develop in a more diversified direction. 2022 may be the first year of large-scale application of N-type components. Since 2017, PERC battery technology has been rapidly promoted and applied. The technology has simple manufacturing process and low production cost. It is a battery technology commonly used by mainstream component manufacturers. However, judging from the current technological development, the efficiency of PERC batteries has approached the limit by 24.5%, and the cost reduction has also slowed down. At the same time, the new battery technology is developing rapidly, and the N-type battery is most expected to replace the P-type battery and become the next mainstream technology. According to PV InfoLink data, the global N-type production capacity in 2020 is 14GW, and it is expected to usher in a period of capacity explosion in the next five years, reaching 136GW. Guojin Securities pointed out that starting from the second half of this year, the mass production/pilot production lines of N-type batteries of various enterprises will enter a intensive equipment delivery and debugging stage, and direct competition for the terminal market will begin early next year.Although this round of mainstream technology route switching from P-type to N-type may last for several years, it may be the most important technological change in the history of the photovoltaic industry. Its impact on the competitive landscape of the main industry chain, auxiliary materials and consumables, equipment and other fields may be significantly greater than the impact of the changes in single/poly crystal, single/double glass, mortar/diamond wire cutting, and BSF/PERC batteries.
related stocks: Jiejia Weichuang, Zhongli Group, Zhonglai Co., Ltd.
3, [Photovoltaic] Longi Green Energy Technology Co., Ltd.: 2022 will be the first year of N-type modules
In the photovoltaic industry supporting supply chain development forum, a relevant person in charge of Longi Green Energy Technology believes that as batteries gradually replace from P-type to N-type, and high-efficiency battery technology rapidly rises, components will also develop in a more diversified direction. 2022 may be the first year of large-scale application of N-type modules.
has been rapidly promoted and applied since 2017. The technology has simple manufacturing process and low production cost. It is a battery technology commonly used by mainstream component manufacturers. However, judging from the current technological development, the efficiency of PERC batteries has approached the limit by 24.5%, and the cost reduction has also slowed down. At the same time, new battery cell technology is developing rapidly, and N-type batteries are currently expected to replace P-type batteries and become the next mainstream technology. According to PV InfoLink data, the global N-type production capacity in 2020 is 14GW, and it is expected to usher in a period of capacity explosion in the next five years, reaching 136GW.
related stocks: Jiejia Weichuang (300724), Zhonglai Co., Ltd. (300393)
4, [Baidu Concept] Baidu PaddlePaddle implements training and inference on Graphcore IPU fully supports
On December 12, Baidu's deep learning platform PaddlePaddle was officially released on the Graphcore IPU to realize the full process of training and inference support. PaddlePaddle model libraries such as Bert, ERNIE, etc. are also gradually implementing support on IPU. Since then, Baidu PaddlePaddle developers can accelerate AI models on an innovative architecture designed for machine intelligence, and global users of IPU can also use Baidu PaddlePaddle framework to explore deep learning. Graphcore is the only AI chip unicorn in the UK. Currently, multiple teams including Microsoftml4, Dell, Uber's self-driving car program, and Google DeepMind and other AI-powered IPU chips are used. Baidu PaddlePaddle is China's leading industrial-level deep learning platform. It currently has more than 4.06 million developers, serves 157,000 enterprises, and has created more than 476,000 models, making great contributions to the prosperity of China's AI community.
related stocks: Yihualu, Inspur Information, Ruixin Micro
5, [Virtual Reality] New products of smart glasses were launched one after another, and the AR industry chain is expected to grow rapidly
OPPO company held a future technology conference on the 14th, releasing the new generation of smart glasses OPPO Air Glass, and also launched OPPO 5G remote racing racing and CybeReal full-time space computing AR application 2.0 in the two major fields of 5G and AR respectively. OPPO smart glasses use customized diffraction optical waveguide technology, and the single lens weighs only 6.6 grams. Previously, Huawei has released the second generation of VR smart glasses, and Apple also intends to make AR glasses and smart cars the focus of future development. Galaxy Securities Fu Chuxiong believes that AR terminals will become the new generation of terminal products that trigger the ICT industry. In order to achieve better user immersion, the core of the AR industry chain is optical and display components. It is expected that optics will continue to develop towards free surface and optical waveguide technology, and display will develop towards silicon-based OLED and MicroLED .
related stocks: Baotong Technology (300031), Crystal Optoelectronics (002273), Wingtech Technology (600745)
6, [Game] China Game Industry Annual Conference was held, and Metaverse Games will usher in accelerating development
2021 Annual China Game Industry Annual Conference will be held in Guangzhou from December 14 to 16. The annual conference includes the China Game Industry Annual Conference, the Top Ten Games Annual List Ceremony, etc. Guojin Securities believes that the Metaverse can provide people with a platform to build new connections with games, and cloud games that rely on the powerful computing and rendering computing power on the cloud provide immersive experiences is expected to become one of the first scenes to be implemented in the Metaverse field, and Metaverse games are expected to usher in accelerating development.
related stocks: Kunlun Wanwei (300418), Shunwang Technology (300113)
7, [Ultra-high voltage] authoritative report is expected that high voltage platforms will become the future trend of the industry
According to reports, China Automobile Data Co., Ltd. released the "2021 Energy Saving and New Energy Vehicle Development Report" at an industry forum held in Tianjin on December 14. The report proposes that the power battery installed structure shows a "polarization" development of high energy density and low energy density, with the installed capacity share of 140Wh/kg and below and 160Wh/kg and above significantly increasing. The company is actively deploying solid-state battery , and is expected to achieve industrialization by 2030. The electronic control power density continues to increase, and the 800V high-voltage platform will become the future trend of the industry.
related stocks: Shenghong Co., Ltd. (300693), Zhongheng Electric (002364)
[Price increase]
1, [Components] The industry has been rising for the fourth time this year, and the downstream new energy vehicles, photovoltaics and other markets continue to be hot
According to industry media reports, recently, the leader of Japanese aluminum capacitor Jiamei announced that due to the sharp rise in costs related to raw materials (aluminum foil), electricity prices, etc., the company plans to increase the contract price of aluminum capacitors of Taiwan-based first-line power plants, with an increase of 10%, and has taken effect from December 1. At the same time, NYT Trade estimates that the price of aluminum electrolytic capacitors may rise by more than 5%. According to statistics, since the year, aluminum electrolytic capacitor manufacturers have had at least three rounds of price increases. If another large-scale price increase is launched this time, it may be the fourth price increase this year. Since the beginning of this year, the markets of new energy vehicles, photovoltaics and other products have become the main driving force for the growth of the aluminum electrolytic capacitor market. According to insiders of the listed company, "The demand for aluminium electrolytic capacitors with a horn type is the strongest, and the ratio of orders and production capacity of this model has reached 6:1." This model of aluminum electrolytic capacitors are mainly used in new energy vehicles, photovoltaics, inverters, frequency converters and other fields, and the current order schedule has been scheduled for 6 months.
Related stocks: Aihua Group, Jianghai Co., Ltd., Huafeng Co., Ltd.
[Overseas Wind Direction]
1. [Charging Pile] "Father of Lithium Battery" says that electric vehicles should be transformed into "power banks", and the V2G market space exceeds 100 billion
According to media reports, Nobel Prize winner and "Father of Lithium Battery" Akira Yoshino said in an interview recently that the two-way charging energy of electric vehicle helped Japan and other countries with limited land area increase renewable energy storage. With further development of vehicle-to-grid (V2G) systems, electric vehicles may be more suitable for storing power than expensive dedicated battery facilities. As China's new energy vehicle market continues to expand, the energy storage potential of pure electric vehicles will become greater and greater in the future, which is of great significance to support the construction of new power systems for the volatility brought by high proportion of renewable energy. In May this year, the National Development and Reform Commission and the Energy Bureau issued the "Implementation Opinions on Further Improving the Service Guarantee Capacity of Charging and Swap Infrastructure (Draft for Comments)", emphasizing the strengthening of the research and development and application of new technologies such as car-network interaction, and promoting V2G collaborative innovation and pilot demonstration. analyst believes that as mobile energy storage terminals, the V2G market under the charging and swapping mode cannot be ignored. According to securities firm , the V2G market space in 2025 will reach 33.3 billion yuan, and will reach 105.2 billion yuan by 2030. According to Bloomberg data, the number of passenger and commercial electric vehicles worldwide exceeded 10 million last year, and reached at least 550 million by 2040. Even if only a small number are equipped with two-way charging and can output power to the power grid, it can create huge opportunities for V2G technology.
related stocks: Treide (300001), Nebula shares (300648)
2, [NFT] Famous streaming media platforms launch games NFT market, NFT game ecosystem is expected to usher in accelerated development
According to media reports, Justin Kan, co-founder of the famous American streaming media platform Twitch, will publicly launch Solana-based game NFT market Fractal in the next few weeks. The platform is said to be built around making money while playing, allowing users to buy avatars and digital goods.In addition, the team aims to build the platform into a "Kickstarter" (a veteran American crowdfunding platform) for blockchain games, as the main market for gaming companies to issue NFTs for the first time, allowing users to purchase exclusive NFTs in pre-sales to provide funding for the creation of the game itself. The emergence of NFT has realized the assetization of virtual items and has become the pioneer of blockchain entering the meta-universe era. The prosperity of NFT and meta-universe concepts will also drive a new round of reshuffle in the game market. With the hot speculation of the concepts of NFT and meta-universe, the Solana ecosystem has expanded rapidly, and projects such as digital ape have been born on the Solana public chain, attracting many new players to buy on the chain. The growth of funds and users has also driven a sharp rise in its native token SOL, becoming one of the most impressive assets in the market. At the moment when SOL is booming, NFTs based on SOL have also reached a hot level. With the acceleration of the construction of NFT platform ecosystem in fields such as games, companies in related industrial chains hope to benefit.
related stocks: Xinghui Entertainment (300043), Caesar Culture (002425)
[Announcement Interpretation]
Zhouming Technology: Liu Jiachen, Mayor of Kunming, Yunnan Province, and his party visited Zhouming for inspection and investigation
Zhongyuan Xiehe: The controlling shareholder Deyuan Investment irrevocably authorized Jiadao Chenggong as the only and exclusive agent of the company's 6.99% shares ; after the completion of this voting right entrustment, Jiadao Chenggong and his joint actors have voting rights in the company account for a total of 17.83% of the company's total shares, and Jiadao Chenggong became the controlling shareholder of the company.
China News Group: It plans to invest in industrial funds of a total of 210 million yuan
China Super League Holdings: The wholly-owned subsidiary Changfeng Cable and Youyan Engineering have reached an "Intent Agreement" for joint research and cooperation on the preparation and processing technology of aluminum alloy wires and other related technologies for aluminum alloy processing for power transmission.
Yuntianhua: intends to transfer the equity held by the subsidiary to the company to compress the management level
Yongtai Technology: CATL Procurement of lithium hexafluorophosphate, lithium difluorosulfonimide and vinyl carbonate products from the company
Yiming Pharmaceutical: The subsidiary montmorillonite raw materials passed CDE technology review
Yiling Pharmaceutical: Glipiazine tablets passed consistency evaluation
Yahua Group: Company Yahua International, wholly-owned subsidiary, plans to subscribe to 80 million shares of Australian EV Resources Co., Ltd. at a price of AUD 0.045 per share, accounting for 9.5% of the total share capital of EV Company. The main purpose of this subscription of EV Company is to cooperate with EV Company to jointly develop its existing lithium mineral resources
I Love My Home: Recently, a strategic agreement was signed with Huawei in the field of real estate services
Liberal Arts Garden: The consortium pre-wins bid for 198 million yuan Baiyun Mountain Barren Mountain Greening Project Section 1
Wanze Shares: The subsidiary recently received a letter from the relevant unit.
Tianzhihang: It has obtained the North American certification certificate of surgical robots issued by the Canadian Standards Association. The company has thus become the first surgical robot company in China to obtain the certificate. Dimensity 2.0 Orthopedic Surgery Robot International Edition has become the first orthopedic surgical robot product in China that has been certified to meet the standard.
Tianbao Infrastructure: It is planned to cooperate to develop Tianjin Lenovo Technology Town Project
Tianao Electronics: controlling shareholder China Electronics Technology The 10th Research Institute of Technology Group Corporation intends to transfer its 2.60% shares of the company to China Electric Technology Investment Holding Co., Ltd. for free to hold
Tengda Construction: Winning the bid for the "Longyou County Rural Drinking Water Quality Improvement and Strengthening Guarantee Project Xikou Water Plant Raw Water Pipe and Water Plant Extension Pipeline Project (Water Intake Head Section)" project in Quzhou City, Zhejiang Province, with a winning bid price of 24.735 million yuan
Tangrenshen: It plans to invest in the construction of an animal nutrition and biological feed research, production and sales base project in Renhua County with its own funds, with a total planned investment of 130 million yuan.
Songfa Co., Ltd. : The holding subsidiary "Digu Brothers" is currently in a loss state
Sichuang Electronics: China Electric Power Weibo plans to transfer 2.83% of the company it holds to China Electric Power Technology Investment Holding Co., Ltd. for free and hold
Shenma Co., Ltd.: The wholly-owned subsidiary Nylon Chemical plans to introduce investors through a non-public agreement capital increase. The party that increases this capital is Jinshi Manufacturing Industry Transfer The new materials fund with the increase of funds this time is 1.2 billion yuan. After the increase of capital, Jinshi Fund expects to hold the equity ratio of the target company between 20% and 25%
Shanghai Airport: Restructuring matters have been approved by Shanghai State-owned Assets Supervision and Administration Commission
Shaanxi Gu Dynamics: Shaanxi Gu Dynamics (Luxembourg) Co., Ltd. plans to acquire Czech EKOL, spol.sr.o. for Czech Krone 280 million The remaining 25% equity held by shareholders
Xiamen Tungsten New Energy: plans to invest in the construction of a 30,000-ton lithium-ion battery cathode material expansion project in the workshop of Haijing Base 9#, with an investment amount of 990 million yuan; plans to jointly establish Ya'an Xiamen Tungsten New Energy Materials Co., Ltd. with Yahua Lithium and Cangya Investment to establish Ya'an Xiamen Tungsten New Energy Materials Co., Ltd., and invest in the construction of an annual production line of 100,000 tons of lithium iron phosphate. The registered capital of the joint venture is 500 million yuan, and the total investment of the project is 930 million yuan
Xiamen Tungsten Industry : Subsidiary companies plan to invest in the expansion project of lithium-ion battery positive electrode materials and lithium iron phosphate production line
Sanyou Lianzhong: The wholly-owned subsidiary Ningbo Yongyou Electronics Co., Ltd. temporarily suspended production due to the impact of the epidemic; Ningbo Yongyou's operating income in the first-3 quarters of 2021 accounted for 16.96% of the company's operating income in the first-3 quarters of 2021. The impact of this temporary suspension on the company's overall performance in 2021 is relatively limited.
Sannuo Bio: Real-time continuous glucose monitoring system to obtain clinical filing of medical devices
Sai Microelectronics: intends to acquire Elmos automotive chip manufacturing production line
Runjian Co., Ltd.: Pre-winning bid of 1.523 billion yuan related procurement projects of China Mobile
Nanwang Energy: New energy-saving service projects related to power equipment installed capacity 153.64MW
Mengwang Technology: a wholly-owned subsidiary selected "Zhongyi Internet Co., Ltd. on SMS Mini Program 2.0 Terminal Analysis Service Capacity Partner Recruitment Project".
Meijin Energy: The subsidiary plans to participate in the establishment of Hydleyson Fund to accelerate the layout of the hydrogen energy industry chain
Blue Sky Gas: The company failed to successfully bid for 51% of the equity of China General Nuclear Power Yulong
Jiesai Technology: China Power Grid Connect plans to transfer its 2.18% shares of the company to China Electric Power Investment Holding Co., Ltd. for free to hold
Jiangsu Leasing: In the future, the company will continue to deepen equipment-based retail sales: Chemical business transformation
Jidong Cement: The controlling shareholder has changed from Jidong Group to Jinyu Group
Huisheng Bio: It plans to issue convertible bonds to raise no more than 700 million yuan, for the expansion project of 1,000 tons of tylosin and 600 tons of tylosin production line expansion project, etc.
Huate Gas: The joint venture Huapu Technology and Bangpu Cycle signed a "gas supply contract". According to the contract estimate, the contract amount is approximately 1.5 billion yuan.
Huarong Holdings: It is planning to purchase 100% equity in Shanghai Xinchao Biotechnology Co., Ltd. through the issuance of shares. This transaction is expected to constitute a major asset restructuring and the stock is suspended.
Hongda Xingye: The wholly-owned subsidiary Wuhai Chemical and Wuhai Jincaitai Laidian New Energy Co., Ltd. signed a "Hydrogen Supply and Marketing Contract". Wuhai Chemical provides hydrogen supply services to Jincaitai Company, and The same amount is 70 million
Hengshun Vinegar Industry: Plans to sell 100% of Hengshun Mall's equity to the controlling shareholder
Heren Technology: The controlling shareholder Panyuan Investment intends to transfer the 29.96% of the company's shares to Science City Information Technology Group through an agreement transfer, with a total transfer price of 1.078 billion yuan; Science City Information Technology Group will become the controlling shareholder of the company, and the Guangzhou Development Zone Management Committee will become the actual controller of the company.
Haili Bio: The subsidiary Jinhai Bio successfully passed the high-tech enterprise certification
Haichuan Intelligent: It plans to acquire 20% of the equity of Chengdu Xintong Software for 84.8 million yuan
Sinopharm Modern: The wholly-owned subsidiary potassium chloride injection (10ml: 1.5g) has obtained the approval notice for drug supplement application; the wholly-owned subsidiary Sinopharm Wichida has obtained the registration certificate of lipoic acid raw materials issued by the Ministry of Health and Family Welfare of India and the Ministry of Food and Drug Safety of South Korea respectively
State Grid Yingda: The company's subsidiary Shanghai Zhixin Electric Amorphous Co., Ltd. and other companies were recommended as winning candidates in the centralized bidding project of distribution materials of companies under State Grid Co., Ltd.The company's subsidiary companies pre-winned the bid for the distribution transformer product, a total of approximately RMB 1.465 billion, accounting for 18.1% of the company's audited total operating income in 2020.
GAC Group: GAC Group strategic investment Wenyuanzhixing layout Robotaxi commercial operation
Guanghong Holdings : intends to sign the "Guanghong Holdings Food Cold Chain Smart Port Project Investment Framework Agreement" with the People's Government of Zengcheng District, Guangzhou, and plans to invest in the construction of Guanghong Holdings Food Cold Chain Smart Port Project, and plans to build a comprehensive exhibition and trade trading center, high-end headquarters business center, supply chain finance center, smart science and technology innovation center, consumer experience center and other properties
Guao Technology: intends to acquire Beijing for 188 million yuan. Donggao 51% equity
Gaode Infrared: Recently, a contract for the infrared thermal imager product ordering with customers was signed with a customer, with the contract amount of 1.45 billion
Erkang Pharmaceutical: Erkang Pharmaceutical composite auxiliary material project was successfully put into production
Chaohua Technology: Proposed fundraising will not exceed 722 million
Camellia Shares: Proposed fundraising will not exceed 400 million lbs for the construction of a biodegradable plastic product production base and supplement working capital
Zangge Mining: The controlling shareholder intends to transfer some of the company's shares
Beixin Luqiao: The subsidiary plans to introduce China Cinda to increase capital and implement market-oriented debt-to-equity conversion
Anyang Steel: The overall work plan for the mixed ownership reform of Anyang Steel Group has been approved by the State-owned Assets Supervision and Administration Commission of the People's Government of Henan Province
Airong Software: Winning the bid for Shanghai Bank procurement project
Jingquanhua: It plans to invest 1 billion yuan in new energy photovoltaic mid-to-high-end magnetic components intelligent manufacturing project
*ST Kangmei: Shennong may become the company's controlling shareholder
[increase holdings]
Qingdao Port: Holding stock On December 14, Dongqingdao Port Group increased its holdings of the company's H shares by 14.771 million shares, accounting for approximately 0.23% of the company's total issued share capital
Xinlong Holdings: The controlling shareholder Jiaxing Paradise Silicon Valley and its joint actor Silicon Valley Paradise Ying Yang have increased their holdings of the company's shares by 5%, holding a total of 14.24% of the shares
[New Share Subscription]
Yangtze Materials: Subscription Code 001296, the maximum subscription requires a market value of 80,000 yuan, the subscription limit is 80,000 shares, and the subscription price is 25.56 yuan. The company mainly engages in casting silicon sand, coated sand and sand core.
Shanshui Technology: The subscription code is 301190, the maximum subscription requires a market value of 150,000 yuan, the subscription limit is 15,000 shares, and the subscription price is 27.85 yuan. The company mainly engages in dye intermediates, pesticides and pharmaceutical intermediates.
Inner Mongolia Xinhua: Subscription code 732230, the maximum subscription requires a market value of 350,000 yuan, the subscription limit is 35,000 shares, and the subscription price is 11.15 yuan. The company's main business in wholesale and retail of publications.
Juguang Technology: subscription code 787167, the maximum subscription requires a market value of 55,000 yuan, the subscription limit is 5,500 shares, and the subscription price is 78.69 yuan. The company mainly engages in high-power semiconductor laser components
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