000698 SSE Science and Technology Innovation Board 100 Index
- 826.72
- -8.78-1.05%
The stock price has been below the committed value for 5 consecutive days! Becoming Biological: it is a fluctuation in the capital markets and vaccine industry, and will accelerate the listing of research and development products.
The competition in the human rabies vaccine market is intensifying, while the human hepatitis B inactivated vaccine is in the market recovery period and has not yet been able to decisively improve the company's performance. The company believes that the short-term fluctuations in stock prices are highly correlated with the capital markets and the overall fluctuations of the vaccine industry.
The Science and Technology Innovation 100 Index rose 2.74%, is the market expected to usher in a "Kote estimate" market?
As of 14:20 on June 11th, the semiconductor industry chain continued to rise, with anruitech up to limit, kingsemi co., ltd. up more than 10%, sci-tech innovation 100 index up more than 2%, and the ETF representing the index - huaxia sci-tech innovation 100 ETF (588800) up 2.74%. Recently, the "cot estimation" concept has become a hot topic for investors. Some market institutions have indicated that current technology with hard technology and domestic substitution as the core is at a similar point in time as the beginning of 2023, and hard-core technology stocks are expected to usher in a wave of valuation reshaping, or cot estimation. Cot estimation focuses on the transformation and upgrading of new quality production forces, including advantages.
Global semiconductor sales have been improving, and related semiconductor equipment and material manufacturers are expected to experience strong growth.
The World Semiconductor Trade Statistics Organization announced an upward revision of this year's global semiconductor output forecast, estimating an annual increase of 16%, and optimistic about the continuous growth of the storage and logic industry's output in 2025, which is expected to show strong growth for two consecutive years. Soochow Securities believes that the large fund phase III will drive growth in the semiconductor industry, and domestic semiconductor equipment and material manufacturers are expected to benefit in the long term, accompanying the continuous promotion of domestic substitution.
The issue of new energy electrical utilities consumption is inevitable, and virtual power plants are expected to open a market worth hundreds of billions.
At the 2024 Shanghai International Carbon Neutrality Expo opened on June 5th, the first residential virtual power plant 2.0 platform in the country was unveiled at the Huangpu District booth. Citic Securities released research reports, expecting the overall capacity of virtual power plants to reach 72.3 billion yuan by 2025, and their market space could reach 196.1 billion yuan by 2030.
The first fund plans to reduce shareholding, causing Yandong Micro to fall sharply by 8%. Will the second phase follow suit in reducing shareholding?
① According to Yandongwei's announcement yesterday evening (June 5), due to its own capital requirements, the first phase of the company's shareholder Big Fund plans to reduce its holdings by no more than 2% of the total share capital through bulk transactions; ② Big Fund Phase II also entered shares in the form of a strategic placement during the Yandongwei IPO phase, but since the sale restrictions were lifted at the end of last year, Yandongwei's overall stock price has fallen below the issuance price, and Phase II temporarily lost money.
Naxin Micro: Considering exploring new market opportunities, will continue to focus on external investment and mergers and acquisitions. | Directly hitting the earnings conference.
Nanxin Micro stated that the overall demand for automotive electronics will steadily increase in 2023, the consumer electronics market will improve, but the industrial market and the photovoltaic and energy storage markets are still in the destocking stage. Chairman Wang Shengyang of Nanxin Micro stated that this year, the company will continue to seek high-quality mergers and acquisitions targets through external investment layout to quickly expand product categories and market directions.
Star night report | Shareholders of Huayu Pharmaceutical plan to reduce their shareholding, Willfar Information Technology won a total of approximately RMB 84.63 million in bids for projects.
The announcement of the demonstration construction project for Fuzhou Asia Vets Networked Vehicle-Road-Cloud Integration Initiative; Supporting policies for 5G development from relevant competent departments will be released soon; Zhongchuang Shares: Wholly-owned subsidiary obtained the qualification certificate of confidential information system integration (Grade A).
Confusing funds raised with own funds, cash management, Jewart Receipt Supervisory Warning Letter
① On May 29, it was announced that it had received a warning letter from the Zhejiang Securities Regulatory Bureau of the China Securities Regulatory Commission. The company's chairman Zhou Xunwei, current general manager and director Ma Wenwen, and others bear the main responsibility; ② The contents of the warning letter showed that Jewart had previously transferred initial funds raised to general accounts and mixed up cash management with the company's own funds, in violation of the “Administrative Measures on Credit Disclosure of Listed Companies”.
Science and Technology Innovation Board Evening News | Microguided Nano: Plans to issue convertible bonds to raise no more than 1.17 billion yuan Guangfeng Technology: once again becoming Cyrus's automotive optical solutions supplier
① State Council: Accelerate the promotion of advanced processes such as next-generation ionic membrane electrolyzers; ② Three departments including the Central Network Information Office: Promote the development of computing power infrastructure standards.
Science and Technology Innovation Board Evening News|Sirui New Materials: Participated in Blue Rocket Aerospace Space Technology Co., Ltd.'s investment in Guanyu, Zhuhai: filing patent lawsuits against ATL and others
① The six departments jointly issued a notice to encourage speeding up the popularization and updating of high-definition ultra-high-definition televisions, etc.; ② The three departments held a video conference on strengthening the safety management of new energy vehicles.
Launch a counterattack! Zhuhai Guanyu filed a patent lawsuit against ATL and others
① Liu Zongkun, director of Zhuhai Guanyu, told the “Science and Technology Innovation Board Daily” reporter, “Other than the content of the announcement, no further information has been shared.” ② The lawyer said that in judicial practice, patent litigation cases take quite a long time. Defendants may seek time to seek other defense methods by countersuing the invalidity of the other party's patent, and may also file an appeal after the first instance verdict. The whole process may take several years.
ATTENTION! The A-share ban will be lifted next Monday to exceed 40 billion yuan, and a large percentage of the unbanned stocks will be released
① Over 40 billion yuan was lifted in a single day! There will be a small peak next Monday when the ban will be lifted; ② Attention! These 7 stocks have been banned for a large amount and a large percentage of them “double listed.”
Hongsoft Technology: AI commercials are discussing the gradual expansion of “smart superdomain integration” product coverage models with multiple e-commerce platforms | Direct access to performance meetings
① In addition to the Ali 1688 platform, the commercial product “PhotoStudioAI” is also negotiating cooperation with various e-commerce platforms, and will gradually be launched according to the work progress of PhotoStudioAI and each platform. ② Revenue from the mobile phone business rebounded in 2023. Thanks to smart superdomain fusion technology products, it has received a good market response, and is currently expanding to mid-range and low-end models.
Science and Technology Innovation Board Evening News | Huaqiang Technology was banned from participating in military material engineering service procurement activities within 3 years, and Nanwang Technology plans to acquire 100% of Guangzhou Huineng's sh
① China and the US will hold the first meeting of the intergovernmental dialogue on artificial intelligence; ② Zhimingda will stop issuing convertible bonds to unspecified targets and withdraw application documents; ③ Xinzhi Software plans to raise no more than 300 million yuan in capital.
Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.
Looking for the 3 billion market? Shengxiang Biological Water Test Rapid Drug Sensitivity Test Track
① “We still do it in the form of strategic investment rather than financial investment. Newly established companies are not included in the scope of the company's statements.” ② If Hunan Shengwei Sumin's subsequent business becomes more mature, it is not ruled out that Shengxiang Biotech will take more actions other than strategic investment.
Guoxin Securities's re-receipt warning letter concerns the use of capital raised by science and technology innovation board company Opt
① Xu Xueliang, director of Opt, once told the “Science and Technology Innovation Board Daily” reporter, “Mainly because the early plans between fund-raising projects were not clear, but the funds for the fund-raising projects were distributed normally to the project, and no fund-raising project funds were misappropriated.” ② Guoxin Securities also received 2 warning letters in April of this year, which involved various issues relating to the company's compliance and internal control. At the same time, the company's executive positions also recently completed a new round of changes.
Demand for memory chips may remain strong in the second half of the year, and manufacturers are expected to face a double hit in performance and valuation
① Samsung Electronics expects strong demand for server memory chips and steady demand for mobile and PC memory chips in the second half of the year. ② Gao Yuyang of Shanxi Securities said that the upward trend in prices is clear, and storage has entered a new upward cycle. In the future, as operating profit margins improve due to continued price increases in storage prices, storage manufacturers are expected to experience a double blow from Davis in performance and valuation, and there is plenty of room for a rebound in the industry.
Science Innovation 100 ETF Huaxia (588800) is expected to be four times in Lianyang. The agency indicates that Science and Technology Innovation 100 is in a good allocation window
Gelonghui, April 25 | Kechuang 100 ETF Huaxia (588800) continued to rise. As of 13:00, Kechuang 100 ETF Huaxia (588800) had an increase of 1.61%, a turnover of 380 million yuan, and a weekly increase of 4.71%. The Science Innovation 100 ETF Huaxia (588800) closely tracks the Shanghai Science and Technology Innovation 100 Index. As the only small to medium capitalization style index in the Science and Technology Innovation Board, Science Innovation 100 gathers the middle market capitalization+liquidity target of the Science and Technology Innovation Board. The industry distribution focuses on next-generation information technology, artificial intelligence, and biotechnology, which is an important gripper for new quality productivity. Guoxin Securities Forecast
Human rabies vaccine competition intensifies impact, and performance becomes big. Bio responds: market share is still leading
① As of 2023, the number of domestic companies producing rabies vaccines for human use has increased to 11, and the market is facing a situation where supply exceeds demand. ② In addition to Chengda Biotech, rivals such as Ningbo Rongan, Changchun Zhuoyi, Liaoning Yisheng, and Kanghua Biotech mostly issue human rabies vaccines in batches.