"TikTok Pay" has finally arrived! The People's Bank of China has approved the name change of 5 payment institutions today, and the second case of payment institution merger has also been approved.
On June 14th, the People's Bank of China's website updated its page on "Major Changes in Non-Banking Payment Institutions' Licenses". Wuhan Hezhong Yibao Technology Co., Ltd. changed its company name to "Douyin Payment Technology Co., Ltd." In addition to Douyin Payment, four other payment companies were approved to add the suffix "payment" to their names, and two payment companies were approved to merge.
The second IPO since the new "National Nine Articles"! Kaplin has passed the IPO review, and the two core points of the review will be closely monitored by regulators in the review stage.
① At the 16th review meeting of the Listing Committee held on June 14th, Caplin successfully passed and there are no further issues to be implemented; ② Compared with the major issues raised by Lianyun Technology and Caplin at the listing committee's on-site inquiry, the exchange focused on the sustainability of the performance and the technological advancement of the prospective listed companies.
Express News | CNI mid-small cap.index fluctuates, zz500etf and other products have active trading.
Chinese photovoltaic companies are “organizing a group” to go to the Middle East Junda Co., Ltd. to spend 700 million US dollars to set up a factory in Oman
Hainan Drinda New Energy Technology announced plans to invest $700 million to build a 10GW photovoltaic cell production capacity plant in Oman; TCL Zhonghuan Renewable Energy Technology, GCL Tech, Trina Solar Co., Ltd. and other major factories previously announced their intentions to invest and construct factories in the Middle East.
Shenzhen encourages the opening of V2G at the vehicle end for new energy autos, and charging pile operators are expected to usher in new opportunities.
On the 13th, the Shenzhen Development and Reform Commission released "Several Measures to Support the Acceleration of Development of Virtual Power Plants in Shenzhen", proposing to encourage new energy auto manufacturers to carry out technological innovation and open V2G function on the vehicle side. Charging pile operators can serve as a natural load aggregator by integrating charging users, participating in various forms of electricity market such as demand response and V2G peak-valley arbitrage, and obtaining compensation for economic improvement.
The first domestic photonics chip trial production line will be debugged at the end of the month, continuously accelerating the localization process of the industrial chain.
According to media reports, at the end of this month, the first domestic photon chip trial line will enter the equipment debugging sprint stage. Open source securities pointed out that as the silicon photonics industry chain gradually improves, silicon photonics technology is widely used in multiple fields such as optical communication, optical sensing, and optical computing. Silicon photonics technology is gradually ushering in a historical period of opportunity.
LBX Pharmacy Chain Joint Stock Chairman: Outpatient pooling policy is bullish for compliant leading companies, cautious about mergers and acquisitions this year | Direct report of the shareholder meeting
As the standard for including pharmacies in outpatient planning is being raised and regulation is becoming stricter, this trend is beneficial for compliant leading enterprises. This year, the company will be more cautious in its acquisitions, but will still rapidly expand through self-built and franchised stores.
"688" stocks are in high demand! The number of limit up stocks is second highest this year, with multiple funds entering the market in a big way. 19 stocks have financing control of over 10%.
① Today, 11 science and technology innovation board stocks rose and closed 20cm. The number of gains and stops ranked the second highest in the year, and accounts for 24% of the total number of A-share gains and losses today. ② Most of the science and technology innovation board stocks with the highest gains today are in the electronic sector, and most of them are small micro capitalization stocks. The median total market value of individual stocks that rose more than 8% was only 2.8 billion yuan. ③ Currently, a total of 19 science and technology innovation board stocks have a financing control ratio of more than 10%. Among them, **** Co., Ltd. and Rongbai Technology have all controlled more than 15%.
Sunshine and cold winter weather have hit the prices of pigs and chickens, with prices hitting a two-and-a-half-year low. What happened to the promise of "walking with pigs"?
① Since April, the price of live pigs has been rising continuously, while the selling price of white feather chickens has instead hit a two-and-a-half-year low; ② Insiders and analysts in the industry believe that a resonating effect between chickens and pigs needs a certain trigger. There have been changes in the supply and demand pattern of white feather chickens, and there are still variables as to whether this pig cycle can drive the chicken cycle; ③ White feather chicken companies are fighting against the industry's winter by increasing exports, extending the industry chain and other measures.
AI demand drives the overlapping of insufficient capital expenditures. The storage industry chain is expected to usher in a "super cycle".
Morgan Stanley points out that due to limited new DRAM capacity in recent years and a large amount of capacity consumption by HBM, DRAM is experiencing an unprecedented supply-demand imbalance "super cycle". Galaxy Securities research reports point out that under the background of AI, domestication, demand recovery, and the continuous rise of digital economy's demand for storage, there is a bullish investment opportunity in the storage industry chain.
Express News | CNI mid-small cap index is volatile. E Fund CSI Growth and Middle Cap Index ETF Fund (A/C:020732/020733) is currently being offered.
Omdia: In the first half of the year, OLED smart watch shipments manufactured in China accounted for over 60%.
In the first half of 2024, LG Display, EDO and Tianma are expected to account for 53% of the shipment volume, with Chinese oled manufacturers expected to account for 64%.
The total debt of the wholly-owned subsidiary amounts to RMB 709 million. Zhejiang Supcon Technology Co., Ltd. plans to divest for RMB 52.16 million.
1. Relevant personnel said: "This is mainly to divest some businesses that are not strongly related to the main business, to focus on the main business." 2. As of May 31 of this year, Zhejiang Supcon Technology Co., Ltd.'s unaudited revenue was 135 million yuan, with a net loss of 29.0744 million yuan and total liabilities of 709 million yuan; 3. Zhejiang Supcon Technology Co., Ltd. owns 49.96% of the shares of the transferee, making it the company's largest shareholder.
Rapid iteration and updates in the AI+ siasun robot&automation field, with bullish institutions expecting explosive market growth.
The first all-weather intelligent laser weeding robot in China, developed by Harbin Institute of Technology's Robot Laboratory in collaboration with Huagong Tech, is currently undergoing field trials in Aihui District, Heihe City. Soochow Securities believes that with the background of the great improvement in global computing power algorithms, the rapid iteration and update in the AI+robot field is expected to generate explosive incremental markets in the robot sector.
China Reinsurance plans to issue perpetual bonds not exceeding 3 billion yuan. Net profit in 2023 sharply declined by 96.86% year-on-year, and the stability of profitability remains to be seen.
①China Life Insurance plans to issue perpetual bonds in the interbank bond market with a total amount not exceeding RMB 3 billion; ②The funds raised from this bond issuance will be used to supplement core Tier 2 capital and improve the company's solvency; ③China Life Insurance's 2023 profit fluctuated significantly, and future profitability stability is a concern.
Express News | The CNI Mid-Small Cap.Index rebounded, and the E Fund Growth Middle Cap 200 ETF Linked Fund (A/C:020732/020733) is currently being issued.
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.
Another R&D project has been canceled. Will sh pharma's R&D funding of 115 million yuan be wasted? | Quick read announcement
Tonight, sh pharma announced that it has decided to terminate clinical trials and subsequent development of four research and development projects involving indications such as B-cell non-Hodgkin's lymphoma and multiple sclerosis. The accumulated research and development investment in the early stage has reached 115 million yuan. Industry experts believe that factors such as effectiveness not meeting expectations, better effects of similar competing products, and increased uncertain factors in research and development may cause the company to terminate its in-research projects.
Viewpoint | Once the short-term disturbance of oil prices exceeds its limits, the market will undergo self-adjustment.
CNOOC's cost control ability is one level better than its US counterparts, even if the oil price falls to 65 or even 60, it can still steadily gain profits.
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.