Seven departments, including the Ministry of Industry and Information Technology, issued implementation opinions on promoting the innovation and development of future industries
Fengyuzhu (603466) is a leading digital experience service provider in China.
Leyard (300296) is a leader in the field of LED** and information distribution displays.
Seven departments, including the Ministry of Industry and Information Technology, have developed next-generation operating systems to build a safe and reliable digital foundation
Digital China (000034) is a leading provider of cloud management services and digital solutions in China.
Runhe Software (300339) provides domestic and foreign customers with a new generation of information technology as the core of products, solutions and services.
The seven departments of the Ministry of Industry and Information Technology will strengthen the future high-end equipment and break through high-end equipment products such as humanoid robots and quantum computers
Boshi Co., Ltd. (002698) is mainly engaged in industrial robots, complete sets of automation equipment and system solutions.
Accelink (002281) is principally engaged in the development and manufacture of optoelectronic devices in the field of optical communications.
Seven departments, including the Ministry of Industry and Information Technology, have further promoted the construction of 5G and computing infrastructure
Tongyu Communication (002792) is one of the few companies in the industry that has integrated design technology for base station antennas and filters.
Genew Technology (688418) design, R&D, sales and service of communication system equipment related products.
Seven departments have accelerated the promotion of emerging scenarios such as the industrial metaverse and biomanufacturing
Junshi Biosciences (688180) is the first approved anti-PD-1 monoclonal antibody independently developed by a domestic company in China.
Yinfei Storage (603066) provides customers with intelligent manufacturing, intelligent logistics planning, design and system integration, and R&D and design of core equipment and software.
The National Committee of the Chinese People's Political Consultative Conference (CPPCC) held a bi-weekly consultation forum to promote high-quality financial development
Yuexiu Capital (000987) is engaged in non-performing asset management, financial leasing, private equity management and capital investment.
AVIC Industry & Finance (600705) is an industry-leading industrial capital holding company with a fully licensed financial business platform.
The construction of global AI computing power is expected to continue to accelerate
The first phase of Sinnet (300383) Tianjin Baodi Cloud Computing Center has been fully completed.
Yakang Co., Ltd. (301085) is a leading integrated service provider of the whole industry chain of computing infrastructure.
The demand for application fields continues to expand, and the testing industry has broad market prospects
Information Testing Standard (300938) is the first commercially operated third-party testing organization in China.
Radio and television metrology (002967) is a national, comprehensive state-owned third-party measurement and testing institution.
Lithium battery production capacity continues to be cleared, and the demand growth rate is high
Hunan Yuneng (301358) ranks first in lithium iron phosphate shipments in China, mainly supplying manufacturers such as CATL and BYD.
Changchang Lithium (688779) Company's ternary cathode material products are widely recognized in the downstream market and have a leading market position in the industry.
Consumer electronics has picked up, and the localization process of semiconductors is also continuing to advance
NAURA (002371) is a leading supplier of mainstream high-end electronic process equipment in China.
Tuojing Technology (688072) is a leading manufacturer of semiconductor thin film deposition equipment in China.
Optimistic about the AI-driven and independent controllable benefit industry chain
Shanghai Electric Co., Ltd. (002463) is one of the largest and most technically powerful PCB manufacturers in China.
Shunluo Electronics (002138) is the largest chip varistor manufacturer in China.
Douyin announced that it has reached an exclusive boutique micro-short drama cooperation with Stephen Chow
Su Xiaomei, a virtual person under BlueFocus (300058) Company, created the first museum-themed virtual short drama "Butian Song" in China.
Yuanwang Technology (002291) Company's mini program short drama platform is in trial operation, self-made short dramas are being filmed, and self-made content and platform are expected to be officially launched in December.
A new batch of domestic large models has been listed by a number of vertical manufacturers through the record
Hanwang Technology (002362) has long focused on the R&D and application of artificial intelligence and intelligent interaction technologies such as text recognition.
Jiadu Technology (600728) has mastered the core technologies of artificial intelligence such as face recognition, first-class structuring, knowledge graph, and big data.
The Spring Festival is approaching, and major supermarkets are busy stocking up on the industrial chain, or the volume and profit are rising
Hualian Co., Ltd. (000882) is one of the largest retail conglomerates in China.
Dashang Co., Ltd. (600694) is a large-scale comprehensive department store with department stores, supermarkets, home appliance chains and other formats.
Cultural tourism in many places across the country continues to make efforts to catalyze and empower, which is expected to help the box office of the Spring Festival stalls climb
China Film (600977) is a leading enterprise with the strongest strength, the most complete industrial chain and the most extensive influence in China's film industry.
Shanghai Film (601595) Company has a large number of cinema resources in the core areas of first- and second-tier cities.
China's lithium battery exports have reached a new high, and lithium demand is expected to increase
Tianqi Lithium (002466) is one of the largest enterprises in the lithium industry in terms of production and sales.
Ganfeng Lithium (002460) is the world's third largest lithium compound producer and China's largest lithium compound producer and the world's largest lithium metal producer.
The positive momentum ahead of the Fed decision seems to be making a comeback
Sichuan ** (001337) is a gold concentrate enterprise under the Sichuan Geological Bureau.
Hunan**(002155)** ranks first in Hunan Province in terms of output.
All 39 railway logistics centers across the country have been established
Guangzhou-Shenzhen Railway (601333) is a subsidiary of China Railway Group, mainly engaged in the passenger and freight transportation business of the Shenzhen-Guangzhou-Pingshi section of the railway.
Tielong Logistics (600125) is a modern logistics enterprise with railway special containers and railway passenger and freight transportation business.
Telecom operator NTT will integrate with Intel's new generation of optoelectronic fusion semiconductors
Suzhou Keyang, a grandson company of Dagang Co., Ltd. (002077), is one of the few companies that has mastered wafer-level chip packaging technology.
Suzhou Good-Technetium (002079) has a world-class level in diode manufacturing, and the sales of rectifier diodes have been among the top in China for more than ten consecutive years.
The trillion-dollar new energy storage track is rapidly expanding, and major projects are accelerating in the New Year
China Southern Power Grid Energy Storage (600995) pumped hydro storage, new energy storage and peak shaving hydropower.
China Southern Power Grid Technology (688248) is a listing platform of China Southern Power Grid focusing on energy storage technology services.
The tourism market continues to recover, and the profitability of many hotel companies has increased significantly
Jin Jiang Hotels (600754) is one of the largest listed companies in the hotel and catering industry in China.
BTG Hotels (600258) is mainly engaged in hotel operation, hotel management and scenic spot operation.
The State-owned Assets Supervision and Administration Commission will strengthen the dual-line assessment of R&D investment and output, and go all out to develop strategic emerging industries
Shensanda A (000032) digital and information service business, high-tech industry engineering services, digital heating and new energy services.
CETC Digital (600850) has three major business segments: digital products, industry digitalization and new digital infrastructure.
Samsung S24 pre-order is a big hit, and 2024 will be the first year of AI mobile phones
Lixin Micro (688601) is Samsung's long-term stable business, with the release of Samsung's AI mobile phone, it is expected to promote the company's high performance growth.
Xidiwei (688173) is the only entrant in the reference design of Qualcomm + MediaTek, the two global leading main chip platforms, in the field of power management in China.
Electronics** that can bend, stretch and perceive to help human-computer interaction is introduced
Hanwei Technology (300007) is a leader in sensor-centered IoT solutions.
Hongxin Electronics (300657) is a well-known FPC manufacturing enterprise with first-class comprehensive strength.
China's 100 kilowatt pneumatic wave energy power generation equipment was successfully launched in the whole sea state
Huadian Heavy Industry (601226) is mainly engaged in material conveying systems, thermal energy, and high-end steel structure engineering, with industry-leading technical strength.
China Southern Power Grid Technology (688248) applies clean energy technology and a new generation of information technology.
Flying cars, an important part of the low-altitude economy, are flying into reality
Koyo Co., Ltd. (002708) is one of the main leading suppliers of needle roller bearings for automobile transmissions and clutch release bearings in China.
Sunward Intelligent (002097) is a modern manufacturing enterprise with simultaneous development of engineering equipment, special equipment and aviation equipment.
The State-owned Assets Supervision and Administration Commission (SASAC) has comprehensively promoted market value management and assessed the potential of central enterprises in the construction industry
China Railway Construction (601186) is one of the world's most powerful and large-scale super-large comprehensive construction groups.
China State Construction (601668) is the world's largest engineering contractor, mainly engaged in housing construction projects and infrastructure construction.
The world's largest lithium mine will cut production and change its pricing model, and the industry can be expected to bottom
*Mining (000762)**Zabuye Salt Lake, for which it has exclusive mining rights, is the largest lithium salt lake in Asia.
Sinomine Resources (002738) is China's first large-scale solid mineral exploration engineering and technical service company going abroad.
Chinese ships:Net profit in 2023 is expected to increase by 1470 year-on-year95%—1761.87%。
Jiangsu Guoxin:Net profit in 2023 is expected to increase by 2591 year-on-year67%—3237.09%。
Arctech:Net profit is expected to increase by about 696 year-on-year in 20237%。
LONGi Green Energy:The chairman of the board of directors intends to implement the first increase in holdings on January 30, 2024.
BYD:Net profit in 2023 is expected to increase by 74% year-on-year46%—86.49%。
Baosteel Packaging:It is planned to repurchase shares with 50 million yuan to 100 million yuan.
Antu Bio:It is proposed to take 2500 million yuan - 500 million yuan to repurchase shares.
Espressif Technology:It is planned to repurchase the company's shares with 50 million yuan - 100 million yuan.
Weike Technology:It is planned to repurchase shares for 50 million yuan to 100 million yuan.
Gotion Hi-Tech:Net profit in 2023 is expected to increase by 157%-253% year-on-year.
Tianjin Pharmaceutical Pharmaceutical:Net profit in 2023 is expected to increase by 197% to 253% year-on-year.
Focus Media:Net profit in 2023 is expected to increase by 72% year-on-year05% to 7850%。
Zhongding Co., Ltd.: At present, the company has developed and mass-produced new energy battery module sealing systems and bridge assemblies and other products
Zhongding shares recently accepted investor research said that the automotive sealing industry is a high-tech barrier industry, with extremely high reliability requirements, and dynamic sealing is a high technical difficulty in the sealing industry, especially the high-speed oil seal of new energy vehicle motors. The company's subsidiaries Kaco in Germany, Cooper in the United States, and ACUSHNET in the United States have the world's leading sealing system technology, and the company has developed and mass-produced new energy battery module sealing systems and bridge assemblies and other products, which are supporting new energy vehicle platforms such as Volvo, NIO, SAIC, and GAC.
Asia-Pacific Co., Ltd.: The company has started and is advancing the construction of the production line of OneBox products as planned
In a recent survey with investors, Asia-Pacific said that the company has begun and is promoting the construction of the production line of OneBox products as planned, and there are also some customers' mass production projects that are progressing smoothly.
Nongshang Environment: The latest revised chip is initially planned to achieve mass production in the third quarter
In response to the order situation of Neixia chips, Nongshang Environment said in a recent online meeting with institutional investors that at present, the latest revised chip is planned to be completed by the end of March, and then enter the customer testing stage, and it is initially planned to achieve mass production in the third quarter of this year.
Jereh shares: Recently, the company's lithium battery resource recycling equipment has been shipped
Jereh said in the institutional survey that the company has launched a complete set of equipment solutions for lithium battery recycling. The company's independent research and development of lithium battery resource recycling equipment, composed of sealing crushing module, low temperature volatilization module, comprehensive sorting module, medium temperature pyrolysis module, depowdering module, etc., can realize lithium iron phosphate, ternary lithium and other types of battery live crushing, through multi-stage screening, the purity and rate of battery powder can reach 98%, improving the utilization rate of lithium batteries. Recently, the company's lithium battery resource recycling equipment has been successfully shipped. The company will continue to pay attention to relevant market opportunities and continue to promote the application of lithium battery ** business in domestic and foreign markets.
Zhongji InnoLight: It is expected that large AI customers will start procurement and deployment in the second half of the year at the earliest16T optical module
Zhongji InnoLight (300308) said at the institutional ** meeting on January 28 that it is expected that AI major customers will start purchasing and deploying 16T optical moduleIn addition, it is expected that in 2024, both 400G and 800G silicon photonic modules will have the opportunity to further increase the volume and expand the proportion of shipments. 1.6T silicon photonics is also a technology trend, which still has advantages in terms of cost, performance and power consumption.
Weitang Industries: The Austin plant in the U.S. is expected to gradually start production in 2024
Weitang Industry said in a recent survey that the main customers of the German factory are mainstream European automobile OEMs, mainly in the large-scale CLASSA mold business; The investment and construction of the Austin plant in the United States is progressing smoothly, and the next step is to install production equipment, which is expected to be gradually put into operation in 2024. The company continues to actively carry out business docking with the surrounding major OEMs customers and first-class parts and components customers in the above-mentioned regions.
Zhaowei Electromechanical: The industrial equipment business field is still in the cultivation stage, and the business volume is relatively small
Zhaowei Electromechanical said in a recent survey that in the field of industrial equipment business, the company is positioned to replace the import of precision core components, and its products are widely used in the combination of electro-hydraulic, electromechanical and hybrid solutions for various applications such as valves, pumps, and sensors. Looking forward to the future, I believe that with the popularization of intelligent manufacturing and intelligent warehousing, this is an application field with greater growth space.
Hanxin Technology: The company provides solutions and services such as planning and design, construction and implementation, and computing power operation and maintenance of Jinan Intelligent Computing Center
In a recent survey by investors, Hanxin Technology said that the Jinan Artificial Intelligence Computing Center adopts Huawei's Ascend chip base Atlas series products, which is a typical new type of infrastructure built by the company to provide artificial intelligence computing resources, providing large-scale inclusive AI computing power for the society. The company provides solutions and services such as planning and design, construction and implementation, and computing power operation and maintenance of the intelligent computing center. The construction and operation of the project is the company's first exploration and successful attempt in the field of intelligent computing center construction, realizing the improvement and transformation of the company's business technical capabilities, and transforming from a smart city solution provider to a computing data operation service provider.
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