1. A selection of last night's fermentation news.
Unified Market: The National Standing Committee will hear a report on the progress of accelerating the construction of a unified national market. It is good to unify the large market, and positioning it is an important starting point to release the potential of domestic demand and consolidate the foundation for economic recovery. Before the unification of the big market, the market was mainly speculation on logistics, to see if there was a catalyst for the plate. From December 17 to 18, the National Development and Reform Work Conference was held in Beijing. The focus of work in 2024 is to accelerate the construction of a unified national market and optimize the industrial layout. The State Council Information Office held a press conference at 3 p.m. on Thursday, inviting Vice Minister of Transport Li Yang to introduce the situation of serving Chinese modernization with high-quality development of transportation and answer questions from reporters.
Shipping Logistics: Yesterday's Strongest Subject. On the news side, in recent days, a number of ships sailing to the Red Sea and nearby waters were attacked by Yemen's Houthi forces, and four international shipping companies have successively announced the suspension of navigation in the Red Sea. The escalation of tensions in the Red Sea will affect international shipping, and the United States may announce a Red Sea escort operation.
China and Russia: **The 28th regular meeting of the Chinese and Russian prime ministers will be held from the 19th to the 20th. It is mainly good for the revitalization of Northeast China and the direction of Sino-Russian cooperation.
Agricultural products and seafood: Jack Ma's new investment trends**!On December 18, the new agricultural brand "One Meter Eight" was officially unveiled in Hangzhou. Based on the experience of global agriculture in the past few years, "1.8 meters" tries to apply new technologies to traditional agriculture. It is understood that "One Meter Eight" has now launched two domestic deep-sea protein products, such as "One Meter Eight Fresh Mussels" in Zhoushan Shengsi Islands and "One Meter Eight Raw Frozen Large Yellow Croaker" in Wenzhou Nanji Islands, which have been launched on Hema and Tmall.
Rural revitalization: The Rural Work Conference is about to be held, and the State Society issued a briefing, the field of hope and the power of forging ahead - the comprehensive revitalization of the countryside from the perspective of high-quality development of agriculture and rural areas.
Autonomous Driving: The 2023 Global Autonomous Driving Summit will be held in Shenzhen on December 19.
2. Selected announcements.
Kehua data: The controlling shareholder Kehua Weiye plans to increase its holdings by 30 million yuan to 60 million yuan.
Minglida: It plans to invest 100 million yuan with its subsidiary to set up a subsidiary in Mexico to invest in the construction of an aluminum alloy extrusion production base project.
Zhongbei Communication: It is estimated that the total amount of the winning contract is 18088140,000 yuan.
Yinlun Co., Ltd.: Revenue broke the 10 billion mark for the first time, net profit increased by more than 50%, new energy customers continued to break through, and new overseas bases were put into operation one after another.
Bojie shares: The company's test solutions can support the testing needs of AIPC products.
Wusan Golden Wheel: The company's AI generation algorithm can generate or recommend suitable ** for application scenarios and can be applied to the audio and production fields.
Newtiger: The total of the four shareholders is not more than 362% stake.
Bluesail Medical: Signed a strategic cooperation agreement with the people of Weifang City and Linqu County.
Huati Technology: Debt restructuring of part of accounts receivable in Guizhou.
Changyin Convertible Bonds: Credit rating upgraded to AAA
Urban-land convertible bonds: no downward revision in the next 1 month.
3. Today's intraday attention.
Autonomous driving can be said to be the second revolution of the world, the first is new energy vehicles. Recently, autonomous driving has begun to land and catalyze news.
The 2023 Global Autonomous Driving Summit will be held in Shenzhen on December 19.
L3 and L4 drivers can be approved to hit the road, and they need to apply to report it to the Ministry of Industry and Information Technology by December 20.
The 3rd ICVS China Autonomous Driving Conference 2023 will be held in Shanghai from December 21 to 22.
Recently, Ideal City NOA was the first to land: Ideal Auto held an intelligent software development conference, which was held with OTA as the theme for the first time, bringing major updates in intelligent driving, intelligent space and intelligent range extension, OTA 50 will be fully pushed on December 19th, Smart Space SS30 will be upgraded simultaneously on all models. ota 5.The official upgrade of 0 means that Ideal is the first to implement the full push of NOA in all scenarios, which helps to achieve rapid iteration through its own fleet size advantage.
In addition to Ideal, other mainstream car companies are also accelerating the progress of NOA:
Huawei's "no map" cities will be opened nationwide by the end of the year. Huawei has previously announced that in the third quarter of this year, NCA in urban areas that do not rely on high-definition maps will be implemented in 15 cities, and will increase to 45 cities in the fourth quarter. At the recent launch of the new M7, Huawei chose to adjust its target and announced that it would directly release ADS 2 without graphics at the end of the year0 promotion to the whole country;
The Great Wall plans to achieve the city's NOA function in the third quarter of this year and land in 100 cities in the first half of next year
Zhiji Auto will start the public beta of NOA on the high-precision map in September, and is expected to cover 100+ cities across the country in 2024, and enter the era of door-to-door (full-scene commuting) in 2025
Xpeng directly pushed the latest 44.0 firmware, directly supporting autonomous driving in 21 cities, the Xpeng brand has also become the industry's first in the number of cities with intelligent driving so far.
Such a dense news catalyst may lead to the fermentation of autonomous driving concepts.
The convertible bonds of the concept of autonomous driving can be paid attention to: Huafeng convertible bonds, Duolun convertible bonds, Shenglu convertible bonds, Tuopu convertible bonds, Xingrui convertible bonds, Shentong convertible bonds, Del convertible bonds, Yachuang convertible bonds, Lianchuang convertible bonds, and Daotong convertible bonds.