List of high-quality authors Author|Zhu Hualei, editor|Yu Xiaoming.
*: Jufeng Investment Advisory, good ** application.
A selection of highlights
1. The Ministry of Industry and Information Technology and the Ministry of Natural Resources issued the first batch of total control indicators for rare earth mining, smelting and separation in 2024, and the first batch of total control indicators for rare earth mining, smelting and separation in 2024 will be 135,000 tons and 127,000 tons respectively.
2. The outer dome of the world's first onshore commercial small modular nuclear reactor "Linglong No. 1" was successfully hoisted in Changjiang, Hainan, marking that the main structure of the reactor plant has been completed.
3. Eight public offerings, including E Fund**, Huaxia**, GF**, Nanfang**, Fuguo**, Cathay Pacific**, Huabao**, and Huatai Berry**, announced that they would strictly implement the relevant requirements of the China Securities Regulatory Commission on securities lending business, suspend the new refinancing** lending scale, and prudently and steadily promote the gradual completion of the existing refinancing** lending scale to ensure the smooth operation of related businesses.
4. As of the end of January, 170 cities in 26 provinces have established a coordination mechanism for urban real estate financing, and the first batch of "white lists" of real estate projects have been proposed and pushed to commercial banks, involving a total of 3,218 real estate projects. After receiving the list, the commercial bank reviewed the projects in accordance with the regulations, and has issued loans to 83 projects in 27 cities with a total of 178600 million yuan.
5. In order to support the high-quality development of the sub-center of the city, the housing purchase restriction policy in Tongzhou, which has been implemented for 9 years, has also ushered in optimization and adjustment. The Beijing Municipal Commission of Housing and Urban-Rural Development and Tongzhou District announced on February 6 that from now on, four types of families who are qualified to buy houses in Beijing can buy a set of commercial housing in Tongzhou District.
Major events
The world's first onshore commercial small modular nuclear reactor was successfully hoisted
The outer dome of the world's first onshore commercial small modular nuclear reactor "Linglong No. 1" was successfully hoisted in Changjiang, Hainan, marking the completion of the construction of the main structure of the reactor plant. Linglong-1 is the world's first small-scale modular pressurized water reactor to pass the IAEA's general safety review.
Comments: Nuclear power has the characteristics of economy, low carbon and stability, and will play an indispensable role in the energy system dominated by new energy. The safety issue is also being continuously enhanced through active technology research and development, and China's leading nuclear power technology, Shidaowan Nuclear Power Plant, has been put into commercial operation. According to the CITIC** research report, nuclear energy will become a key pole of the future energy structure in the context of carbon neutrality. Controlled nuclear fusion, or the ultimate solution to mankind's energy problem, has accelerated its commercialization process with the influx of related technological breakthroughs and capital. In the field of nuclear power, under the background of China's nuclear power approval rhythm entering a normalized acceleration period, it is expected that the total investment scale of the domestic nuclear power industry will be close to 400 billion yuan in 2024, and the cumulative power generation of nuclear power is expected to reach 55%。
China's nuclear power generation capacity in 2023 is 18647.7 billion kWh, a year-on-year increase of 067%；The cumulative amount of on-line electricity is 17445.8 billion kWh, a year-on-year increase of 072%。Thanks to the company's excellent management and control capabilities for the units, the company's nuclear power performance exceeded the 183.5 billion kWh proposed in the power generation plan.
Kinpan Technology provides supporting transformers for nuclear power users at home and abroad, such as Cern**ODA Nuclear Power Plant in Romania, K-Site NuclearPowerPlant in Tokyo Electric Power Company, Fuqing Nuclear Power Plant, Changjiang Nuclear Power Plant in Hainan, Tianwan Nuclear Power Plant in Lianyungang, Ningde Nuclear Power Plant, Lingao Nuclear Power Plant in Shenzhen, Hongyanhe Nuclear Power Plant in Liaoning, etc.
An indispensable strategic resource for modern industry, the antimony gap continues to expand
According to the data of the business community, the antimony ingot market has been continuously raised since mid-December, and has risen to 91,500 yuan this week. Affected by the increase in the difficulty of overseas antimony ore imports, the domestic ore end is still tight, the comprehensive operating rate is low near the Spring Festival, the smelter's reluctance to sell has been further strengthened, and the price mentality is strong.
Comments:As an important "industrial monosodium glutamate", antimony is an indispensable metal raw material for modern industry, and is basically difficult to replace in military industry, aerospace, flame retardant, photovoltaic and other application fields. Resources are scarce, difficult to replace, and antimony's strategic resource position continues to be highlighted. Developed countries such as Europe, the United States and Japan attach great importance to the strategic reserves of antimony and are included in the list of critical minerals. Due to the decline in mine grade, the protection of high-quality resources and environmental protection policies, and the significant shrinkage of the scale of imported antimony ore, the increase in domestic antimony ore supply is limited; Overseas, geopolitical wars and resource depletion have become strong disturbance factors for the increase in mine supply in Russia, Myanmar and other countries.
Hunan ** has long focused on the mining and deep processing of three metals, antimony and tungsten, with a complete industrial chain integrating mine exploration, mining, mineral processing, smelting, refining, deep processing and sales, the company has a large-scale production line, with a 100-ton annual production line, 250,000 tons of refined antimony smelting production line and 40,000 tons of antimony product production line.
One of the main businesses of Huayu Mining includes the mining, processing and sales of antimony concentrate at home and abroad, antimony is one of the important strategic goals of the company's future development, and the company's controllable resources have reached 43460,000 metal tons.
Huawei is developing a "three-fold screen mobile phone", which will be launched in the second quarter at the earliest
According to ** reports, Huawei is secretly developing a new "three-fold screen mobile phone", and has begun to stock up on a large scale, which is expected to be available in the second quarter of this year at the earliest. Since the hinge is the most critical component of the folding machine, it is reported that Huawei has expanded the preparation orders for Taiwan's bearing Shuangxiong Zhaoli and Fushida, making them the big winner of Huawei's three folding machines. In addition, panel manufacturers will also benefit directly.
Comments: Folding screen mobile phones are in a period of rapid growth, which is good for display modules & hinge related equipment. At present, the global penetration rate of folding screen mobile phones is less than 2%, and according to Counterpoint**, it is expected that global folding screen mobile phone shipments are expected to exceed 100 million units in 2027, and the CAGR will be as high as 52 from 2023 to 202784%。The important increment of the folding screen product chain comes from the hinge, cover plate and flexible panel, and these three types of components account for a relatively high cost in the folding screen mobile phone. With the rapid increase in the shipment and penetration rate of folding screen mobile phones, the assembly, testing, manufacturing and other aspects of equipment related to folding screen mobile phone screens are expected to increase accordingly.
Dongmu Co., Ltd. is Huawei's first-class chain enterprise, and the company's MIM technology platform provides customized development and production services for MIM parts + hinge components for folding screen mobile phones.
Anjie Technology has mastered automated flexible production technology, MIM technology, etc., and has related products for brand customers with folding screen mobile phones, and the company is an accessories provider for Huawei mobile phones.
Novo Nordisk will spend $11 billion to acquire three bottling plants to promote the expansion of first-class drug production
Novo Nordisk's major shareholder, Novo Holdings, announced that it will acquire Catalent, a U.S.-based biopharmaceutical contract manufacturer, in an all-cash transaction, with a total enterprise value of $16.5 billion plus debt. As part of the deal, Novo Nordisk will acquire Catalent's three bottling plants in Anani, Italy, Brussels, Belgium and Bloomington, Indiana, USA, from Novo Holding for an upfront payment of US$11 billion. The company said the new facility will serve more people with diabetes and obesity, and the acquisition will help expand production scale and speed.
Comments: In the field of bariatric drugs in recent years, GLP-1 has become the most popular target. Founder ** pointed out that GLP-1 drugs are developing rapidly, moving towards multi-target and oral. At present, the research and development of GLP-1 drugs is hot, with more than 100 new drugs related to GLP-1 under development worldwide, and dozens of GLP-1 drugs developed by Chinese pharmaceutical companies are also under development. With the increase in the number of obese people and the enhancement of residents' awareness of weight management, the potential development space of the first-class drug market is broad.
According to the contract, the customer is expected to purchase a total of US$30 million of GLP-1 peptide APIs from the company and Hanyu Wuhan.
Tonghua Dongbao closely follows the mainstream R&D trend of global peptide** hypoglycemic drugs, and actively deploys GLP-1 receptor agonist products, including liraglutide and semaglutide.
Featured Announcements
Jiaao Environmental Protection: The actual controller and some directors, supervisors and senior executives plan to increase their holdings by 6.65 million yuan to 13.3 million yuan.
Tianji Technology: It plans to repurchase shares for 50 million yuan to 90 million yuan.
Esprit: It is expected that the net loss attributable to shareholders in 2023 will be about HK $1.9 billion, an increase of 186 percent year-on-year3%
Yongsi Electronics: The chairman proposed to repurchase shares for 40 million yuan to 60 million yuan.
Suwen Electric Energy: It is planned to increase the total amount of funds for repurchasing shares to 100 million yuan to 200 million yuan.
IFC**: The controlling shareholder proposed to repurchase shares for 50 million yuan to 100 million yuan.
Jixiang shares: to 100 million yuan -1500 million yuan to repurchase the company's shares.
Longxun shares: It is planned to repurchase the company's shares with 30 million yuan to 60 million yuan.
Donghong shares: signed 17.8 billion yuan procurement contract.
Tiancheng Technology: The chairman plans to increase his holdings of 3 million yuan to 5 million yuan of the company's shares.
Zhongbei Communication: It is planned to invest in the construction project of intelligent computing center, power battery and energy storage system project.
PowerChina: A total of 1,034 new contracts were signed in January5.3 billion yuan, a year-on-year increase of 1522%
Haiyou New Materials: Increase the total amount of funds for repurchasing shares to 70 million yuan to 90 million yuan.
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.