The first black swan takes off! Information on major events of listed companies in the early hours of this morning (32）！
1. Major Events.
1. Urban Development Environment (SZ 000885): The consortium formed by the company won the bid for the concession project for the construction of sewage treatment facilities in Gushi County. The winning bid amount is about 2$2.6 billion.
2. Shaanxi Golden Leaf: Because the company failed to review and disclose the investment project of the new functional area of its subsidiary Xi'an Mingde Institute of Technology in a timely manner, it did not comply with the relevant regulations. The Shaanxi Securities Regulatory Bureau decided to take administrative supervision measures against the company, Yuan Hanyuan and Yan Kai by issuing warning letters.
3. Tongyuan Environment: As the leader, the company won the bid for the EPC of the second phase expansion of Jixi County Domestic Sewage Treatment Plant and the supporting pipe network project formed by Anhui Hongxin Construction Engineering Cosco Zhixin Design. The winning bid price is 16.1 billion yuan, and it is estimated that the company's final business amount will be 1200 million yuan.
4. The turnover of the Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for the third consecutive trading day.
5. Megmeet (002851SZ): The company's holding subsidiary, Suzhou Zhiwei precision drive control technology, has a relevant patent layout of "a spherical motor for the integrated joint structure of robots", which is still in the early stage of research and development.
6. Liancheng Precision (002921SZ): The company has developed and produced hydrogen energy-related parts for customers such as Shanghai Shenli Technology Co., Ltd. and has achieved normal supply.
7. Crystal Optoelectronics: The company and Xiaomi mobile phones have maintained close business cooperation, and the company has optical component products **Xiaomi 14uitra mobile phone.
8. Chuangyitong (300991SZ): The company's products are mainly used in data storage, consumer electronics, 5G communications, new energy and other fields.
9. Suihengyun: The company has built 2 comprehensive energy stations in cooperation with Sinopec and is currently building 2 ones.
10. Shanshui Bide (SZ 300844): Guangzhou Shanshui Bide Design Co., Ltd. recently received the "Urban and Rural Planning Preparation Qualification Certificate" issued by the Guangdong Provincial Department of Natural Resources.
11. Insynlink: Innolink and Li Auto officially signed a strategic cooperation framework agreement. According to the agreement signed by both parties, Innosilicon will carry out comprehensive strategic cooperation with Li Auto in the field of silicon carbide, and the two parties will actively promote the productization process together to jointly enhance the market competitiveness of both parties. At the same time, the two sides are also actively discussing the next step to carry out in-depth cooperation in the field of analog IC.
12, Jin An Guoji (002636SZ): Jinan Guoji intends to give 80% of the equity of Chengde Tianyuan held by Beilu Pharmaceutical**. The letter of intent signed this time is only an agreement of intent, which is intended to express the willingness of all parties to cooperate and the preliminary negotiation results, and is not a final transaction plan, and there are uncertainties about its implementation and the signing of subsequent formal agreements.
13. Nanda Optoelectronics (300346SZ): The company originally planned to purchase its Quanjiao Nanda Optoelectronic Materials from Tianjin Nansheng No. 1 Enterprise Management Partnership (Limited Partnership) by issuing shares and paying cash5398% equity. In view of the fact that the reorganization has lasted a long time since the planning, and the market environment has changed greatly compared with the beginning of the reorganization planning, the company has decided to terminate the restructuring after friendly consultation, careful study and full demonstration between the company and all relevant parties to the transaction.
14. Longcheer Technology rose by more than 130% on the first day of listing. The company provides an ODM model for the whole process of R&D and design, manufacturing and comprehensive services of intelligent products.
15. The concept of artificial meat fell sharply, Dongbao Biology and Shuangta Food fell by more than 6%, and Zuming Shares, Suobao Protein, Tang Renshen, and Jiahua Shares followed suit.
16. The SORA concept weakened, Guomai Culture approached the fall limit, Huayang Lianzhong fell more than 8%, Xinyada fell more than 7%, and Insai Group, Danghong Technology, Huichang Communication, Anoqi, etc. fell sharply.
17. High-level stocks continued to ebb and flow, Guomai Culture and Standard Shares rose to the limit, and Huayang Lianzhong, Weihaide, Xinyada, and Aonong Biotechnology fell rapidly.
18. *ST New Textile: Limit again, 8 limits recorded in 9 trading days.
19. China Resources Materials: After the first phase of the company's annual output of 50,000 tons of PETG project was put into operation in 2022, the company has continuously adjusted the production parameters to optimize product quality, and the number of repeat procurement customers has increased, and it has basically reached full production and full sales.
20. Beilu Pharmaceutical (300016): It plans to use its own funds to acquire 80% of the equity of Chengde Tianyuan Pharmaceutical Co., Ltd. After the completion of this acquisition, Tianyuan Pharmaceutical will become a holding subsidiary of Beilu Pharmaceutical, and the layout of Beilu Pharmaceutical's Chinese patent medicine will be further expanded, forming a two-wheel drive pattern of "chemical medicine + traditional Chinese medicine", laying the foundation for the company's subsequent further development in the field of pharmaceutical industry.
21. Loongson Zhongke: In February 2021, Prestige Century Investments Limited and CIP United Company Limited filed an arbitration with the Hong Kong International Arbitration Centre (HKIAC) against Loongson over a MIPS technology licensing contract dispute. On 28 February 2024, the Company received from the HKIAC the Order with the Consent of the Parties Effective 21 February 2024 from the HKIAC. The tribunal ordered that on or before March 31, 2024, SINOSILICON should pay 367010,000 RMB.
Second, the market has been trading more than one trillion yuan for the third consecutive day, and with the support of such a volume, it is enough to meet the multiple main lines of the market. The short-term trend also has a stable profit guarantee. The total turnover of the two cities was 1,055.2 billion, but the northbound capital had a net outflow of 2.5 billion today.
The concept of computing power has driven the continuous activity of hard technology concepts, especially the sharp rise of liquid-cooled servers for two consecutive days, and many large-scale themes have also driven information security, CPO, memory chips and other highly related themes with strong linkage. Of course, there are many NVIDIA concepts, which is also the core support direction of the concept of artificial intelligence.
The concept of artificial intelligence is also trending**, and artificial intelligence ETFs have accumulated large increases in a row, indicating that the sustainability of funds is very strong. The concept of digital economy in the market also has a certain degree of relevance. The concept of communication has also started a strong trend pattern, and of course this is also the last time it was heavily invested by mobile 5G-standard investment, and this year it is 55 In the first year, that is, the year of the large-scale layout of the concept of satellite communication, the large-scale satellite networking of large institutions has accelerated this year.
3. The first black swan takes off! This American ** Biden is really a "big mouth"! According to Reuters, on February 29, local time, he actually claimed that Chinese cars may "flood" the U.S. market, bringing risks to their ***. Haha, that's really funny, as if Chinese cars are a flood beast!
However, Big Brother Biden is also a man of action, and he immediately announced that the United States would "take unprecedented action" to deal with this problem. What kind of fuss is this? Is it to build a "Great Wall of Automobiles" to keep Chinese cars out?
He also deliberately emphasized the need to ensure that "imported cars from countries of concern such as China will not destroy our *** haha, which is really a bit of a "no silver three hundred taels here"! Does he think that cars from other countries will not destroy the United States***?
Finally, he claimed that he had instructed the Secretary of Commerce to investigate connected cars using technology from "countries of concern" and take action to address the risks. It seems that Big Brother Biden is ready to do a big job! But wouldn't the results of the survey surprise him? After all, in the era of globalization, no one can do without anyone!