Summary:
*The Rural Work Conference was held in Beijing.
12 departments, including the Ministry of Commerce: support the listing, listing and issuance of bonds by eligible digital platforms and backbone enterprises.
The relevant person in charge of the China Financial Exchange: "The stock index ** is only allowed to carry out hedging transactions" is untrue.
The person in charge of the relevant departments and bureaus of the Ministry of Housing and Urban-Rural Development: At present, the focus is to ensure the "two types of groups".
Passenger Association: December 1-17 new energy vehicle market retail 3650,000 units, up 15% y/y.
The first rare disease** drug produced by transgenic animals in China has been approved for clinical trials.
Aoya shares: At present, the company does not have the technical patent accumulation required to carry out intelligent computing business and the operational qualifications required to carry out intelligent computing business.
Overnight outer disk
The three major U.S. stock indexes collectively closed down, and the Nasdaq fell 15%, and the S&P 500 fell 147%, the Dow fell 127%。The Nasdaq and Dow ended their nine-day winning streak. Most of the big tech stocks**, Tesla fell nearly 4%, and Nvidia fell about 3%. Popular Chinese concept stocks fell, with NIO falling more than 10%, Bilibili falling more than 6%, Li Auto and Xiaopeng Motors falling more than 5%, JD.com falling more than 4%, and Futu Holdings falling more than 3%. 
Europe's three major indices were mixed. As of **, the UK's FTSE 100 index rose 099%, the French CAC40 index rose 004%, Germany's DAX30 index fell 01%。Hot spot focus 1, **Rural Work Conference held in Beijing**Rural Work Conference was held in Beijing from the 19th to the 20th. The meeting emphasized that it is necessary to learn Xi and use the development concept, working methods and promotion mechanism contained in the "Ten Million Project", start from the practical problems that the peasant masses have strong reactions, find the entry point of rural revitalization, and improve the effectiveness of work. We should do a good job in the production of grain and important agricultural products, stabilize the sown area of grain, promote the increase of grain yield in a large area, consolidate the results of soybean expansion, explore the establishment of an inter-provincial horizontal benefit compensation mechanism in grain production and marketing areas, and do a good job in agricultural disaster prevention, mitigation and relief, so as to ensure that grain output will remain at 1 in 2024More than 3 trillion catties. Strengthen the protection and construction of cultivated land, improve the "three-in-one" protection system of cultivated land quantity, quality, and ecology, give priority to building cultivated land in the black soil areas of Northeast China, plain areas, and areas with water conservancy and irrigation conditions into high-standard farmland, and appropriately increase the level of investment subsidies. Support the construction of agricultural science and technology innovation platforms, and accelerate the revitalization of the seed industry. Implement monitoring and assistance mechanisms to prevent the return to poverty, improve the effectiveness of industrial and employment assistance, and promote the establishment of normalized assistance mechanisms for low-income rural populations and underdeveloped areas. Adhere to the industry, quality, and green agriculture, accurately and pragmatically cultivate rural industries, improve the mechanism of linking agriculture with agriculture, and implement actions to promote farmers' income. Adapt to the changing trend of rural population, optimize the layout of villages, industrial structure, and allocation of public services, promote rural construction in a solid and orderly manner, thoroughly implement actions to improve the rural living environment, and promote rural infrastructure to make up for shortcomings. Coordinate the comprehensive revitalization of new urbanization and rural areas, improve the comprehensive carrying capacity and governance capacity of county seats, and promote the integrated development of urban and rural areas at the county level. Improve the rural governance system, promote party building and promote rural revitalization, adhere to and develop the "Fengqiao experience" in the new era, and build safe villages. Vigorously strengthen the construction of spiritual civilization in rural areas, and continue to promote the change of customs in rural areas. Strengthen rural reform and innovation, and encourage local practice and exploration and institutional innovation on the premise of sticking to the bottom line. 2. 12 departments including the Ministry of Commerce: Support the listing, listing and issuance of bonds by qualified digital platforms and backbone enterprises, and 12 departments including the Ministry of Commerce jointly issued the "Guiding Opinions on Accelerating the Digital Empowerment of Life Services". The opinions put forward to promote the continuous incremental expansion of inclusive small and micro loans, encourage banking financial institutions to provide credit support for the digital transformation of small, medium and micro enterprises in the life service industry, so that more funds flow to small and medium-sized enterprises and individual industrial and commercial households. Support the listing, listing and issuance of bonds by qualified digital platforms and backbone enterprises. 3. The relevant person in charge of the CFFEX: "The stock index is only allowed to carry out hedging transactions" The news is untrue Brokerage China reported, and some individuals claimed that "the regulatory authorities will introduce restrictions on short selling, and the stock index is only allowed to carry out hedging transactions", which has attracted market attention. In this regard, the reporter asked the CFFEX for verification, and the relevant person in charge of the CFFEX responded that the relevant content was not true. In fact, there have been many false rumors about the stock index in the market before, and industry insiders remind that investors should pay attention to screening information and do not believe or spread rumors. 4. The person in charge of the relevant departments and bureaus of the Ministry of Housing and Urban-Rural Development: At present, the focus is to ensure the "two types of groups" The person in charge of the relevant departments and bureaus of the Ministry of Housing and Urban-Rural Development said that the new round of affordable housing construction, with the family as the unit, can only buy one set of affordable housing, which focuses on the wage and salary income groups with housing difficulties and low income, as well as the "two types of groups" such as scientific and technological personnel, teachers, and medical personnel that the city needs to introduce. Where conditions permit, other groups can be gradually covered. At the same time, a prominent feature of the new round of affordable housing construction is that it has expanded a new way of placing affordable housing. At present, the specific conditions for the purchase of allotment-type affordable housing still depend on the next planning and requirements of the local government. The criteria are based on the applicant's family income, housing, property and other factors in order of allocation, starting with the most difficult groups and gradually expanding the scope. 5. Passenger Association: December 1-17 new energy vehicle market retail 3650,000 units, a year-on-year increase of 15%, according to the data of the Passenger Association, from December 1 to 17, the retail sales of new energy vehicles in the new energy vehicle market were 3650,000 units, an increase of 15% year-on-year, an increase of 4% month-on-month, and a total of 71730,000 units, up 34% y/y. 6. The first rare disease drug produced by transgenic animals in China was approved for clinical trialOn December 15, the "recombinant human C1 esterase inhibitor" developed by the Chengdu Institute of Biological Products of Sinopharm Group was approved by the State Drug Administration. The drug is the first first-class drug in China that has been approved for clinical research by using genetically modified animals. Human C1 esterase inhibition is mainly used in **acute exacerbations** and juvenile hereditary angioedema (HAE). HAE is a rare, serious autosomal dominant disorder with a prevalence of about 15/100000。Thematic opportunities, wearable market continues to pick up, breakthrough innovation may trigger new changes Market research agency IDC recently released the "China Wearable Device Market Quarterly Tracking Report" showing that China's wearable device market shipments in the third quarter of 2023 will be 34.7 million units, a year-on-year increase of 75%, the overall market continues to grow and is entering a stable recovery state. In recent years, the development of the wearable market has shown several trends: 1. With the gradual maturity of big data services, the user experience of health detection devices is gradually improving, and the corresponding number of users is also growing;2. As a key breakthrough direction, human-computer interaction is developing rapidly in somatosensory interaction, voice interaction, eye tracking interaction, tactile interaction, etc3. With the development of technology, wearable devices are also expanding rapidly. With the combination of large models and smart glasses to launch Meta Ray-Bans smart glasses, the futuristic sense of wearable devices has been brought closer to consumers. AI wearable devices that can take pictures, count food calories, identify plants, and translate have only begun to enter people's lives, and the magic brought by multimodal AI to wearable devices has just begun to appear. Related companies include Lixun Precision, Goertek, Hengxuan Technology, etc. 2. Quest4 may be equipped with a microLED screen A number of domestic companies are actively deploying a huge transfer According to ** reports, Meta is actively developing the next generation of flagship products - Quest 4 (or named Quest 3 Pro, etc.), aiming to compete with Apple. One of the core highlights of the Quest 4 will be its Sony MicroOLED display, which is expected to be available in 2025. Micro LED has a number of advantages and is recognized as the mainstream direction of future display technology, driven by the growth of emerging application market demand, large-scale commercialization is expected to accelerate the landing. AR applications are expected to drive the rapid development of the MicroLED industry, with MicroLED pixel spacing becoming more dense and the demand for chip transfer increasing significantly. Laser peel transfer technology is the most potential technical route in the current mass transfer technology. As a new type of display track, the increase in the penetration rate of MicroLED will bring great flexibility to devices. The mainstream route of chip transfer includes swing arm die bonder, needle punch die bonder, and laser mass transfer, which is the current mainstream, and the application potential of laser mass transfer is the key development direction in the future. A number of domestic enterprises are actively deploying and making progress. Related companies include Delong Laser, Yitian shares, etc. Company news 1, Aoya shares: At present, the company does not have the technical patent accumulation required to carry out the intelligent computing business and the operational qualifications required to carry out the intelligent computing businessAoya shares (300949) issued an announcement on the evening of December 20 with abnormal fluctuations in transactions, and the company does not yet have the technical patent accumulation required to carry out the intelligent computing business and the operational qualifications required to carry out the intelligent computing business. Other difficulties, uncertainties or risks that may exist in the process of contract execution in terms of laws and regulations, performance capacity, technology, production capacity, market, exchange rate, etc. 2. Emdoor information: MR products are still in the market promotion stage, the proportion of XR business is relatively small, Emdoor information (001314) on the evening of December 20 issued an announcement on the transaction change, the company is concerned that the recent MR related concepts have received high market attention, the company's MR products are still in the market promotion stage, and the XR business accounts for a relatively small proportion of the company's overall revenue. 3. Baotou Iron and Steel Co., Ltd.: The total control index of rock and mineral rare earth oxide mining by the controlling shareholder in 2023 will increase significantly year-on-year Baotou Iron and Steel Co., Ltd. (600010) announced on the evening of December 20 that the total control index of rock and mineral rare earth oxide mining obtained by the company's controlling shareholder Baotou Iron and Steel Group in 2023 will increase significantly compared with 2022, with an increase of 2612%。The company will continue to promote the use of Baiyun Obo resources as raw materials and the use of rare earth beneficiation production lines to increase the production of rare earth concentrates. 4. Yatong shares: the company's land properties in Chongming North Qiji and North Liuxiao are all basic farmland Yatong shares (600692) disclosed on the evening of December 20 the announcement of transaction changes, on December 15, the people of Chongming District, Shanghai issued the "Shanghai Chongming District Rural Collective Management Land Management Measures (Trial)", and recently investors have successively consulted the impact of the measures on the company. The company has 1101036 in Chongming North Qiji and North Liuxiao respectively00 square meters and 60585100 square meters of agricultural land, the above-mentioned plots belong to the basic farmland, and do not belong to the scope of rural collective management construction land stipulated in the measures. 5. Chinese Media: Plans to Acquire the Equity of Jiangjiao Media and University Press **Resumption of trading Chinese Media (600373) announced on the evening of December 20 that the company intends to acquire 100% of the shares of Jiangjiao Media and 51% of the shares of University Press held by the Publishing Group by issuing shares and paying cash. Up to now, the audit and evaluation work involved in this transaction has not been completed. After the completion of the transaction, Jiangjiao Media and University Press will become wholly-owned subsidiaries of the company, further enhancing the scale and market competitiveness of the listed company's publishing and distribution business in the field of juvenile publications, teaching materials and teaching aids, and enhancing its ability to continue operations. The company** has resumed trading since the market opened on December 21. 6. *ST**: It is planned to purchase Hailiao Investment 7 for 90 million yuan24% partnership share * ST** (600306) announced on the evening of December 20 that in order to achieve investment income through investment in integrated circuit materials projects, the company intends to purchase Yantai Hailiao Integrated Circuit Industry Investment Center (Limited Partnership) 7 held by Yang Xiaohua with its own funds or self-raised funds of 90 million yuan24% of the partnership share (corresponding to the subscribed capital contribution of 8330.).39.96 million yuan, and the paid-in capital contribution is 770743.06 million yuan) and became a limited partner of the partnership. 7. UBI Electronics: The proposed additional funds shall not exceed 6500 million yuan for ferrite devices and other projects Li Tong Electronics (603629) announced on the evening of December 20 that the company intends to issue ** to specific objects, and the total amount of funds raised will not exceed 6500 million yuan, will be used for ferrite device production line construction project, annual output of 7 million pieces of LCD TV metal stamping backplane project, magnetic components research and development and industrialization projects and replenishment of working capital. 8. Wanlang Magnetic: It is planned to raise no more than 2 funds from the controlling shareholder9.6 billion yuan Wanlang Magnetic Plastic (603150) announced on the evening of December 20 that the company intends to issue A shares to specific objects** The total amount of funds raised does not exceed 29.6 billion yuan, all of which will be used to supplement liquidity after deducting the issuance costs. The target of the issuance is Shi Qianzhong, the controlling shareholder and actual controller of the company. Shi Qianzhong intends to subscribe for all of the ** of this offering in cash. 9. Hongqi Chain: The controlling shareholder intends to change to commercial investment ** Resumption of trading Hongqi Chain (002697) announced on the evening of December 20 that the actual controller Cao Shiru and his concerted actors intend to hold a total of 691% of the shares and the corresponding shareholder rights and interests were transferred to Sichuan Commercial Investment Co., Ltd. (hereinafter referred to as Commercial Investment).After the completion of the above-mentioned share transfer, Cao Shiru and Cao Zengjun gave up their voting rights to all the remaining shares of the company within the waiver period. The controlling shareholder of the company was changed to Commercial Investment Investment, and the actual controller of the company was changed to the State-owned Assets Supervision and Administration Commission of Sichuan Province. The company** resumed trading from the opening of the market on December 21 (Thursday). 10. Yonghui Supermarket: It is planned to invest 800 million yuan in 10% of the shares of the Hongqi chain Yonghui Supermarket (601933) announced on the evening of December 20 that Sichuan Commercial Investment intends to purchase the shares of the Hongqi chain (002697) held by the company in cash 13.6 billion shares, accounting for 10% of the total share capital of Hongqi Chain, 5 per share transferred88 yuan, and the total transfer price is 800 million yuan. After the completion of the transaction, the company still holds 1500 million shares, accounting for 11% of the total share capital of Hongqi Chain. 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