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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.
Is the spin-off listing not working? PE Capital waited 3 years for Goertek Microelectronics, which had a valuation of over 18 billion dollars, to terminate its IPO
① In 2021, Goertek Microelectronics plans to increase capital and expand shares and introduce 15 investors, with a pre-investment valuation of 18.5 billion yuan. Investors include local state-owned capital, as well as PE bosses such as CITIC Construction Investment Capital, CICC Qichen, Cornerstone Capital, and CCB International. ② After the Shenzhen Stock Exchange recently raised the growth requirements for GEM listed companies, it is difficult for Goertek Microelectronics to meet the current operating data standards.
Xinguang Optoelectronics plans to transfer some of its shares at a “premium” in response to successive losses in response to continuing losses, saying it will continue to take advantage of shareholders' resources
① The executive secretary of Xinguang Optoelectronics said that since its establishment, Zhongjiu Xinguang has positioned itself as a technology-intensive enterprise, and has been in a high R&D investment stage in recent years, leading to loss problems; ② After the transaction was completed, Xinguang Optoelectronics changed its shareholding ratio from 51% to 38.5% of Zhongjiu Shinkong's shares; the first two were the first and second largest shareholders.
Goertek Microelectronics IPO “ended” Goertek shares: the spin-off and termination of the spin-off are normal capital operations
① Goertek Microelectronics's spin-off listing was terminated. Goertek said it was “a decision made after fully considering various factors such as the current market environment, valuation level, and policy orientation”; ② The IPO review is getting stricter. Recently, many GEM participating companies, such as Jingchuang Technology, Liuchun Intelligence, and Huayi Co., Ltd., have terminated their listing, and over 8 companies planning to split the listing this year.
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.
Seven families in one night, quite a few, all filed a case!
① Seven listed companies with difficult annual reports were filed by the Securities Regulatory Commission on the same day; ② the problems of Dongxu Optoelectronics and Dongxu Blue Sky are unclear; ③ the problems of Weichuang Co., Ltd. and Puli Pharmaceuticals are relatively clear; ④ the risks of the remaining 3 companies that wear hats have long been perceived by the market.
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.
The Huazhong Intelligent Vehicle Industrial Base Project has not yet formally signed a contract, and the 6-board Low-Altitude Economy Concept Stock issued a change notice |Post-market announcement highlights
Great Wall Motor: Net profit of 3.28 billion yuan in the first quarter increased by 1752.55% year-on-year
Heavy warehouse bought back Meituan Kuaishou! Zhong Geng Qiu Dongrong's quarterly report revealed that there were many moves to adjust positions
Early this morning, Qiu Dongrong's products revealed a quarterly report.
The Huawei P70 series may be on sale soon, and the related industry chain is expected to welcome performance and valuation, double click the market
① Recently, news about the upcoming launch of the Huawei P70 phone has received widespread attention. On March 24, the Huawei Mobile Supply Chain Company confirmed that it will begin batch supply to the high-end flagship phones of the Huawei P70 series. ② Pan Yi of Tianfeng Securities believes that considering the “return of the king” of the Huawei brand and structural growth among mobile phone brands, the related industry chain is expected to usher in a double-hit market.
It's rare and risky! The sole director issued a letter of supervision to the listed company
① After today's market, Weichuang Co., Ltd. disclosed that it had received a reminder letter and risk warning notice from independent directors; ② According to the Financial Services Association reporter's inquiry, there were almost no such announcements before. The latest case was only similar matters disclosed by ST Meisheng on the evening of March 20*; ③ In the first annual reporting season after the implementation of the “Administrative Measures on Independent Directors of Listed Companies”, the level of due diligence of sole directors improved markedly.
OpenAI may launch GPT-5 models this summer and is expected to enter a new round of technological breakthroughs
According to people familiar with the matter, OpenAI may be expected to launch GPT-5 this summer. Recently, a number of enterprise customers have received demonstrations of this latest model and its enhancements related to the ChatGPT tool. “It performed so well that it was a qualitative leap forward,” said one CEO who recently watched the GPT-5 demo.
Annual results decline for the first time, Opt invigorates the AI incremental market|Direct access to shareholders' meetings
① The total investment of Opt's initial IPO is still 60%. Xu Xueliang, Deputy General Manager and Secretary of the Board of Directors of Opt, said, “Production capacity is not a bottleneck for the time being, but in the long run, with the expansion of new products, the current production area is definitely not enough.” ② Xu Xueliang said that the overseas market is an important breakthrough for the company. As the application of AI in the industrial field superimposes obvious demand for cost reduction, defect inspection will be a huge incremental market.
JP sells 100% of Reper Seiko's shares “at an affordable price”. Related parties include company executives and the founder's son
① Jefft said that the sale of the subsidiary Reaper Seiko was carried out in order to focus on the strategic development direction of the main business and carried out a business divestment. On the other hand, it is also beneficial to the company's cost control. ② Since January, 39 listed companies in the A-share market have transferred shares in holding subsidiaries and sold related assets. In comparison, only 27 companies issued relevant announcements in the same period last year, an increase of 44.44% over the previous year.
The storage giant plans to use nano-printing technology, and local manufacturers are expected to face overtaking opportunities at bends
① According to reports, Micron Technology plans to take the lead in supporting Canon's nano-printing technology to further reduce the cost of producing a single layer of DRAM memory chips. ② According to TechnaVio data, the nanoimprinting market is expected to reach 3.3 billion US dollars in 2026, with a compound growth rate of 17.74% from 2021 to 2026.
Cyrus automobile sales increased 700.63% year-on-year in February, and related parts manufacturers are expected to continue to benefit
① Cyrus announced that in February 2024, sales of new energy vehicles were 30,300 units, an increase of 360.04% over the previous year. Among them, Cyrus sold 2,8062 vehicles, an increase of 700.63% over the previous year. ② Dongguan Securities believes that the Quanjie M9 is expected to become a new generation of popular models, leading industry innovation and driving supply chain flexibility. Related aspects such as 800v silicon carbide fast charging, intelligent driving, and smart cockpit are expected to benefit.
Breaking a world record! The conversion efficiency of large-scale all-perovskite photovoltaic modules in China reached 24.5%. Institutions are optimistic about investment opportunities in these three directions in the perovskite field
We learned from Nanjing University that the large-scale all-perovskite photovoltaic module developed by Professor Tan Hairen's research team at the university has achieved a new breakthrough. After testing by an authoritative international third party agency, its steady-state photoelectric conversion efficiency reached 24.5%, breaking the world record for such modules and laying the technical foundation for subsequent industrialization. The relevant paper was published in the international academic journal “Science” on February 23.
In 2023, sales of folding screen phones increased 140% year-on-year, and domestic flexible material manufacturers are expected to break through at an accelerated pace
According to CINNO Research industry statistics, the sales volume of folding screen smartphones in the Chinese market reached 6.8 million units in 2023, up 140% year on year; it is estimated that in 2024, sales of folding screen smartphones in the Chinese market will reach 9.6 million units, an increase of 41% year on year.
The amount of new orders signed increased 67% year over year, and Fengyuzhu expects net profit to increase more than 3 times for the whole year
① Thanks to the release of offline travel and consumer demand, the amount of new orders placed by Fengyuzhu increased 67% year over year last year, and net profit for the whole year is expected to increase nearly fivefold. ② Last year, the company won bids for several digital cultural tourism projects, and recently announced the establishment of an MR Research Institute to develop VR/AR/MR general-purpose 3D content production tools.
Huawei's new smart wearable patent revealed, and the current consumer electronics sector configuration highlights the cost performance ratio
① On January 23, the patent for “electronic devices, communication devices and systems based on human communication” applied for by Huawei Technologies Co., Ltd. was announced. ② China Development Securities believes that the technology industry, as a new growth engine, is expected to continue to be a hot spot in the market in 2024, while consumer electronics, as a relatively low-valued variety, has released sufficient demand-side pessimistic factors in recent years, and has a certain configuration cost ratio.