Author |Zhu Hualei, editor|Wang Jinxi.
*: Jufeng Investment Advisory, good ** application.
A selection of highlights
1. According to the data of the Ministry of Information Technology, from January to October 2023, the national output of machine-made paper and cardboard will be 11,75350,000 tons, a year-on-year increase of 55%。The operating income of paper and paper products enterprises above designated size was 113181 billion yuan, down 3 billion year-on-year1%。
2. The China Securities Regulatory Commission (CSRC) revised and issued two financial information disclosure rules, the main revisions include: clarifying the principle of materiality judgment;Reduced disclosure of honor information;Compress templated disclosure space, etc. and added three new principles for judging non-recurring gains and losses;Clarify the issues that have differences in actual implementation, improve the non-recurring profit and loss enumeration items related to subsidies, financial assets, and share-based payments, and improve the compatibility between the rules and the current capital market environment.
3. Recently, the People's Bank of China released the China Financial Stability Report (2023). Looking ahead, the report mentions that we should give full play to the risk management function of deposit insurance, steadily promote the accumulation of financial stability protection and rule-making, promote the early introduction and implementation of the Financial Stability Law, and improve the long-term mechanism for maintaining financial stability.
4. Recently, the National Development and Reform Commission issued a list of the second batch of projects for the issuance of additional treasury bonds in 2023 to relevant departments, involving more than 9,600 additional treasury bond projects, and plans to arrange more than 560 billion yuan of treasury bond funds. Up to now, the first two batches of projects have involved arranging the issuance of additional treasury bonds with an amount of more than 800 billion yuan, and most of the additional issuance of 1 trillion yuan of treasury bonds has been implemented in specific projects.
5. The "Measures for the Administration of Online Games" (draft for solicitation of comments) drafted by the State Press and Publication Administration is open to the public for comments. The relevant person in charge of the National Press and Publication Administration said that the draft for comments is based on ensuring and promoting the prosperity and healthy development of the online game industry. The person in charge also said that the State Press and Publication Administration will carefully study the concerns and opinions raised by all parties on Articles 17, 18 and some other contents of the draft for comments, and will continue to further revise and improve them on the basis of continuing to listen to the opinions of relevant departments, enterprises, users and other parties.
Major events
The EH216-S becomes the world's first EVTOL aircraft to receive a standard airworthiness certificate
EHang announced that its EH216-S unmanned manned aircraft has received a standard airworthiness certificate issued by the Civil Aviation Administration of China, becoming the world's first unmanned manned electric vertical take-off and landing (EVTOL) aircraft to obtain an airworthiness certificate. The issuance of an airworthiness certificate indicates that the certified aircraft product conforms to the approved type design and meets the safety and quality requirements of commercial operations.
Comments: EVTOL refers to an aircraft that uses electricity as flight power** and has vertical take-off and landing functions, and has significant advantages in safety, intelligence, economy and environmental protection. Bank of China** said that the development of evtol is beyond market perception to a certain extent. As an innovative mobility industry, the evtol market space can reach trillions.
Shangluo Electronics Co., Ltd. has invested a total of 40 million yuan in Yiwei (Nanjing) Aviation Science and Technology.
Sen Kirin has successfully obtained the supporting qualification of the only flying car tire project in China - Xpeng flying car tire project, which is currently in the testing and verification stage. The company's 80,000 aviation tire project has a small batch production and manufacturing capacity.
The Ministry of Industry and Information Technology will introduce an action plan for future industrial development in 2024
The National Conference on Industry and Information Technology was held in Beijing. The meeting emphasized that in 2024, it is necessary to accelerate the cultivation of emerging industries. We will launch pilot projects for access and road access of intelligent networked vehicles, and promote the large-scale application of Beidou and the development of satellite Internet. Expand emerging industries such as new energy, new materials, high-end equipment, biomedicine and high-end medical equipment, and safety emergency equipment, and create new growth points such as biomanufacturing, commercial aerospace, and low-altitude economy. The action plan for future industrial development has been introduced, aiming at industries such as humanoid robots and quantum information, focusing on breakthroughs in key technologies, cultivating key products, and expanding scenario applications.
Comments:Compared with the human tactile perception system, humanoid robots can also have a sense of touch. The application space of tactile sensors is broad, the core technical barriers are high, and emerging industries such as humanoid robots drive the rapid growth of the tactile sensor market. Domestic manufacturers are expected to accelerate the introduction of core customers through years of industry, technology accumulation and high cost performance.
Hanwei Technology's flexible sensors can be applied to flexible pressure, temperature and humidity perception, feedback, gloves, fabrics, skins and other scenarios.
At present, on the basis of the existing high-end force sensor categories such as miniature, torque, and multi-dimensional force, Keli Sensing has carried out sample delivery and trial production of a variety of torque sensors, multi-dimensional force sensors and other products. The company actively seeks foreign investment opportunities around the tactile and visual sensors involved in "humanoid robots", and has reserved a number of robot sensor seed projects with high technical barriers and broad market prospects.
Guochuang VR interactive experience content was officially released
Recently, the immersive interactive experience content of the national animation "Spirit Cage VR", officially authorized by Art Painting Kaitian and B Station, produced by Veer, and jointly produced by PICO, Chinese**, Zhishang Lihe, and Blue Universe, was officially released.
Comments: According to reports, the immersive interactive experience content of "Spirit Cage VR" highly reproduces the classic scenes in the original animation, and players are not just spectators, but can immerse themselves in a plot from a first-person perspective and play the role of participants in important events. China Securities Construction Investment believes that with the blessing of the well-known Guoman IP, "Spirit Cage VR" is expected to break the circle. China Merchants ** Gu Jia said that the recent Apple MR ecosystem is gradually opening up to industry practitioners, which means that the future MR application will gradually land and slowly enter the acceleration period, and the subversive experience of MR application is likely to bring about a rapid increase in MR production and the outbreak of the entire MR ecosystem, and is optimistic about companies that actively deploy VR content.
Feng Yuzhu said that "Spirit Cage VR" was produced by the company's investee company VEER for Fast Technology.
Skyworth Digital has independently developed a VR content application distribution platform, and has cooperated with content providers such as Migu, Tianyi VR, iQiyi, Kuaishou, HTC, and Veer.
Tesla's "Milestone Project" is officially launched!
Tesla announced that the company has officially launched a new large-scale factory project in Shanghai with an annual production capacity of 10,000 megapack stationary battery banks. A recent signing ceremony was held in Shanghai for the project, marking the official launch of what the company calls a "milestone project".
Comments: Megapack is a commercial energy storage battery launched by Tesla in July 2019, which is similar in shape and size to a container container, which can store energy and supply energy, mainly serving public utility projects and large enterprise customers. Debang** pointed out that China's energy storage industry chain has advantages in manufacturing, cost and market. Tesla's construction of an energy storage plant in Shanghai, China, on the one hand, has taken a fancy to China's advantages of large-scale manufacturing and rapid response, and can quickly make up for the shortcomings of Megapack production capacityOn the other hand, taking advantage of China's complete and low-cost energy storage system industry chain can reduce the cost of megapack, and Tesla's energy storage business layout in China is expected to drive the vigorous development of related industry chains.
The cooperation between Shiyun Circuit and Tesla can be traced back to 2015, and it is the first domestic enterprise to enter its PCB business system. The company has energy storage-related circuit boards for important customers in the new energy field, and related products have been supplied in small batches in 2022.
German nano lithium iron phosphate products are mainly used in the field of power batteries and energy storage for new energy vehicles. The company uses the liquid phase method to produce lithium iron phosphate, and the product has obvious advantages in terms of cycle performance, and after adding the company's lithium supplement products, the cycle life is in a significant leading position, and has outstanding performance advantages in the field of energy storage.
Featured Announcements
Kelin Electric: Jointly won the bid for the power grid upgrade project of some islands in the Maldives.
Zheneng Power: Participated in the establishment of dual-carbon technology**.
Hengguang Co., Ltd.: The chlor-alkali project in Laos has been completed and entered the trial production stage.
Tongyu Communication: Pre-won the bid for China Telecom's base station antenna (2023) centralized procurement project.
Borui Pharmaceutical: Everolimus API obtained the marketing application approval notice.
Ancai Hi-Tech: It is planned to increase capital to the subsidiary to build a quartz glass project.
Weili Medical: Obtained two medical device registration certificates.
Puyuan Varitronix: Planning to acquire 100% equity of Naesi Electronics
Qingsong Jianhua: The controlling shareholder signed a framework agreement to invest in the establishment of a new company.
Wuhan Holdings: 81.4 billion yuan was publicly delisted to acquire 15 sewage collection system trunk pipe project assets in Shahu District, Wuhan City.
Author: Zhu Hualei Practicing Certificate: A0680613030001
Disclaimer: The above content is for reference only and does not constitute specific operation advice, and you shall operate at your own risk and profit and loss.