1. Important news that affects the market.
1. Yang Ma releases liquidity!The central bank invested 287 billion yuan in the open market.
2. A shares soared in the afternoon!Suspected"National team"Strike again.
3. National Bureau of Statistics: In November, the profits of industrial enterprises above designated size increased by 29% year-on-year5%
4. It is illegal to completely ban fireworks and firecrackers!National People's Work Committee: Local governments need to revise the ban on burning.
5. China Securities Regulatory Commission: Strictly crack down on violations of the requirements of "restricted shares shall not be allowed to lend securities" through multi-layer nesting, collusive trading, tandem arbitrage, etc.
6. Energy in the previous period: adjust the trading margin ratio and price limit range of related contracts of the container transportation index (European line)**.
7. China Academy of Information and Communications Technology: 3121 mobile phone shipments in the domestic market in November10,000 units, a year-on-year increase of 343%
8. Minister of Industry and Information Technology: Forward-looking layout of future industries and promote artificial intelligence to empower new industrialization.
9. A year-on-year surge of 10 times!China imported 16 lithography machines from the Netherlands in November, worth 7$600 million.
The IPO market is a bit cold: more than 80 A-share IPOs in Shanghai and Shenzhen have been accepted this year and withdrawn this year.
11. India's sensex30 index** rose nearly 1% to hit a record high.
12. Foreign capital bought nearly 6 billion!The Shanghai Composite Index closed up 054% regained 2,900 points, and the two cities exceeded 3,700 computing power and consumer electronics sectors collectively strengthened.
2. Material information.
Tongda shares: Chairman Zhang Zhenjiang resigned.
Zhongguancun: Centralized procurement will have little impact on the company's overall performance in the next two or three years.
Chengda Pharmaceutical: It is planned to terminate the project of Shanghai Pharmaceutical Research Institute of Chengda Pharmaceutical.
Wenyi Technology: The company and the relevant responsible persons violated the law and the CSRC imposed a fine of 3.8 million yuan.
AutoNavi Infrared: Signed 31.2 billion yuan product order contract.
CGN Technology: Subsidiary signed 17.5 billion yuan photovoltaic special cable sales contract.
Huakang Medical: Won the bid for the medical purification project of the relocation project of Xinchang County People's Hospital.
Juhua Technology: Pre-winning bid 1600 million yuan China Southern Power Grid bidding project.
China Merchants Shipping: The total price of the signing is 1US$600 million in four ship construction agreements.
Dalian Electric Porcelain: The subsidiary pre-won the bid for the 53.8 million yuan State Grid procurement project.
Shenzhen Tianma A: There are already mini-LED technology solutions to achieve shipments to overseas automotive customers.
Dashi Intelligence: Won the bid 11.7 billion yuan China Merchants Bank headquarters building intelligent project.
Jiangsu Thorpe: The vinyl acetate and EVA integration project has obtained the "Jiangsu Province Investment Project Record Certificate".
Yingjie Electric: Yingjie's new energy charging pile and energy storage business revenue and orders in 2023 should increase slightly compared with 2022.
Tower Group: The business goal in 2024 is to achieve a net profit of more than 600 million yuan.
Fosun Pharma: The drug of its holding subsidiary obtained the Fast Track qualification of the US FDA.
Lifang Pharmaceutical: Received the notice of acceptance of the drug registration of paliperidone sustained-release tablets.
Jiudian Pharmaceutical: Obtained the summary report of the phase clinical trial of indomethacin gel patch.
Huadong Medicine: Linatercept, a wholly-owned subsidiary co-developed product for injection, was included in the priority review.
Shanghai Pharmaceutical: Acyclovir tablets passed the consistency evaluation of generic drug quality and efficacy.
3. Major Events.
1. Huakang Medical (301235SZ): The company recently participated in the bidding for the "Xinchang County People's Hospital Relocation Project Medical Purification Project", the tenderer is Xinchang County Urban Construction Investment Group***On December 25, 2023, the Xinchang County People's ** Public Resources Trading Platform issued an announcement on the relevant bidding results, and the company won the bid for the project, and the winning bid price was 8171080,000 yuan.
2. Juhua Technology (300360.)SZ): China Southern Power Grid Co., Ltd. announced on December 25, 2023 on the unified service platform of China Southern Power Grid ** chain that the "China Southern Power Grid Corporation 2023 Measurement Products Second Batch of Framework Bidding Projects Bid Publicity", Hangzhou Juhua Technology Co., Ltd. *** is the winning candidate, and the total amount of winning bids is expected to be about 160.1 billion yuan.
3. Dayu Water Saving (SZ 300021): On December 27, 2023, the consortium formed by the hydropower company and Huitu Technology received the notice of winning the bid for the large-scale water supply project in the north of Chengcheng County. The consortium composed of Beijing Huitu Technology (Group) Co., Ltd., a subsidiary of the company, won the bid for the large-scale rural water supply project in the north of Chengcheng County. The winning bid amount is about 14.5 billion yuan.
4. Dolly Technology (001311): The company plans to sign the "Automobile Body Lightweight Project Investment Agreement" with the Management Committee of Jinhua Economic and Technological Development Zone, with a total planned investment of 3300 million yuan in Jinhua Economic and Technological Development Zone to invest in the construction of automobile body lightweight projects, the construction of stamping, hot forming, welding production lines and other projects.
5. *ST Xinhai: The company may be forced to delist due to major violations.
6. Dashi Intelligence: Recently, it received the "Notice of Winning the Bid" issued by the tenderer China Merchants Bank Co., Ltd. and the bidding agency Shenzhen Transaction Consulting Group, and won the bid for the intelligent project of the headquarters building of China Merchants Bank, with a bid amount of 11.7 billion yuan.
7. Dalian Electric Porcelain: The company's wholly-owned subsidiary, Dalian Electric Porcelain Group, is the recommended winning candidate for the 103rd batch of procurement of the State Grid in 2023 (the sixth line installation material bidding and procurement of power transmission and transformation projects). According to the content of the announcement, more than 5,600 composite insulators were pre-won by large porcelain materials, with a pre-bid amount of about 9 million yuan, and more than 120,000 porcelain insulators were pre-bided, with a pre-bid amount of about 43.2 million yuan.
8. China Merchants Shipping (601872SH): On December 27, 2023, the Company, through its wholly-owned subsidiary, signed four Ship Ordering Agreements with its related party, China Merchants Industry, to order two 82,000 dwt dry bulk carriers and two 62,000 dwt multi-purpose vessels, with a total price of 1$600 million.
9. Furande (605050.)SH): On December 26, 2023, the company received the "Notification Letter on the Change of ** Shares and Equity Ratio of 1%" issued by Xingsheng Partnership, a shareholder holding more than 5% of the shares, and Xingsheng Partnership has recently accumulated 492 shares of ** company through block trading830,000 shares, and its proportion of shares in the company increased from 639% to 539%, with a cumulative change of 1%.
10. Bozhong Seiko (688097.)SH): The company's business has not yet involved in the field of humanoid robots.
11. CGN Technology (000881): Jinwo Technology, a wholly-owned subsidiary of the company, and CGN Wind Power signed the "CGN New Energy 2023 Framework Procurement Project (Bid 7) Photovoltaic Special Cable Equipment Procurement Contract", CGN Wind Power intends to purchase photovoltaic special cables from Jinwo Technology, and the contract ** is 17.5 billion yuan (tax included).
12. AutoNavi Infrared: The company and its wholly-owned subsidiary, Handan Electromechanical, signed a contract for the development of the overall model of a two-type complete equipment system and an order contract for the non-lethal ammunition type number product with the customer, with a contract amount of 8648 respectively50,000 yuan, 22.5 billion yuan.
13. Wenyi Technology: The company and the relevant responsible persons violated the law by letter and approval, and the CSRC imposed a fine of 3.8 million yuan.