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On the afternoon of April 18th, Lei Jun conducted a live broadcast in Tik Tok and interacted with netizens. In the live broadcast, he emphasized the importance of mobile phone business to Xiaomi, and said that he still devoted one-third of his energy to mobile phone work. Lei Jun mentioned: "I attend many meetings of our mobile phone department every week." He also revealed that if necessary, he would support the Xiaomi mobile phone conference on the platform. …
标签： 上海4197龙凤
Headline of A-shares： Heavy signal, many brokers issued documents to support A-shares on weekends! Financing 80 billion, new progress of two big MAC A-share IPOs!
News express
1. Yi Gang, Governor of the Central Bank: CPI is expected to gradually pick up in the second half of the year, with confidence, ability and conditions to achieve the expected growth target.
Yi Gang, governor of the central bank, stressed that with the recovery of consumption scene, the total retail sales of social consumer goods increased by 8.5% from January to April, 8.7 percentage points faster than the previous year. It is estimated that the GDP growth rate in the second quarter will be relatively high (mainly in cardinal utility), and the CPI is expected to gradually pick up in the second half of the year, and the CPI will be above 1% in December. Have confidence, ability and conditions to achieve the expected growth targets set by the "two sessions" this year. Comment: Yi Gang’s speech is mainly in two aspects. One is that the GDP growth rate in the second quarter is expected to be relatively high, giving confidence to the current market, and the other is to respond to the problem of CPI falling.
2. Li Yunze, Party Secretary and Director of the General Administration of Financial Supervision, went to Shanghai for investigation.
On June 8-9, Li Yunze, Party Secretary and Director of the General Administration of Financial Supervision, went to Shanghai for investigation. Li Yunze presided over a symposium of some foreign-funded financial institutions in Shanghai to listen to opinions and suggestions on regulatory policies and business environment. Li Yunze emphasized that opening to the outside world is a basic national policy that China has adhered to for a long time. The policy of the financial industry to attract and utilize foreign capital more vigorously will not change, the protection of the legitimate rights and interests of foreign capital will not change, and the direction of providing a better business environment for foreign capital will not change. It is hoped that foreign-funded financial institutions will fully realize China’s huge market potential, complete industrial facilities, abundant factor resources and sufficient policy space, give full play to their own advantages, and constantly improve their differentiated development and localized operation capabilities. Comment: Recently, there are more and more international giants in A-shares, especially Morgan Stanley has even won futures licenses, and the degree of internationalization of A-shares is getting higher and higher.
3. A number of joint-stock banks may lower their deposit interest rates on Monday.
It is learned from a number of joint-stock banks that banks will follow the state-owned banks to lower the deposit interest rate for some periods from Monday (June 12). Insiders of a joint-stock bank revealed that the deposit interest rate to be lowered by the bank on Monday includes the listing interest rate and the interest rate of time deposit products, and the reduction rate may reach at least 15 basic comments: for the reasons for lowering the time deposit interest rate, the narrowing of bank spreads and the decline in net profit growth rate are the main factors.
4. Huawei responded by obtaining the trademark of "Wenjie" automobile: "Building a good car with car companies" has not changed.
According to China National Intellectual Property Administration information, on June 6th, Beijing Yongan Shida Technology & Trade Co., Ltd. approved the application for transferring the trademark (12 categories) of "Wenjie" to Huawei Technologies Co., Ltd. Inquiries revealed that the 12th category of trademarks mainly covers automobiles and various vehicles, including automobiles, trams, motorcycles and their parts. Regarding the acquisition of the 12th category of "Wenjie" trademark, Huawei responded that "Huawei does not build cars alone, but builds good cars with car companies" has not changed.
5. People in the industrial chain: Huawei raised its mobile phone shipment target to 40 million units in 2023.
According to industry chain sources, Huawei has recently raised its mobile phone shipment target to 40 million units in 2023, and Huawei set this target at 30 million units at the beginning of the year. According to data from Omdia, a market research organization, Huawei shipped 28 million mobile phones in 2022. According to people in the industrial chain, this means that Huawei has confidence in the company’s mobile phone shipment market in 2023. Comment: Huawei’s increase in mobile phone shipments is relatively large. Perhaps Huawei has made progress in self-control and may be able to solve some supply chain problems.
6. The brokerage industry has lost more than 4,000 people in half a year.
The triumphant expansion of brokerage firms may have ended. As of recently, the number of employees in securities companies has decreased by as many as 4,291 this year, mainly for brokers. The data also shows that a number of head brokers have slowed down or suspended the full-line expansion route of "holding high and hitting high", and both head brokers have lost more than 300 people, all from "general securities business". Comments: Recently, brokers and banks are all reducing their salaries, and they don’t want to roll them. With the recent year-end bonus in 2022, some people "run away".
7. Over the weekend, many brokers issued documents to support A shares.
Chen Guo of China CITIC Construction Investment Co., Ltd. pointed out that the A-share market, including the Hong Kong stock market, has already met the conditions of strategic counterattack with the recent positive signals such as the expected improvement of policies, the expectation of bottoming out of inventory cycle, the stabilization of commodity prices, the stabilization of RMB exchange rate and the recovery of global markets. The strategy team of China Merchants Securities said that there have been some positive changes inside and outside the market recently. Internally, driven by factors such as steady growth, consumption policy blessing and science and technology cycle, the prosperity of some industries has improved marginally; Externally, the probability of the Federal Reserve continuing to raise interest rates in June and July decreased, and the marginal impact of the external liquidity environment on A shares began to weaken, and A shares are expected to gradually stabilize and rebound. The strategy team of CITIC Securities said that the current market reaction to negative economic expectations is coming to an end, and the drag of price factors is close to the turning point. In the second half of the year, the economy is expected to shift from partial improvement to full recovery; The policy will not be absent, but it is also difficult to meet the radical expectations of the market; The characteristics of the stock market are difficult to change, the market differences are still large, and the game is still fierce; The market is approaching the bottom of the fluctuation range in the second half of the year, and the clearing of positions is not complete, and the fluctuation is still large. We should stick to the performance drive and take into account the main line of policies. See article 3 of the tweet for the full text.
8. Wu Kai, the chief scientist of Contemporary Amperex Technology Co., Limited, shared the latest progress in the field of fast charging: the battery life is over 400 kilometers in less than 10 minutes.
Wu Kai, chief scientist of Contemporary Amperex Technology Co., Limited New Energy Technology Co., Ltd., shared the latest development of Contemporary Amperex Technology Co., Limited in the field of fast charging at the power battery conference. He revealed that this year, the fast charging effect of a model of a customer in Contemporary Amperex Technology Co., Limited will be achieved, with a charging time of less than 10 minutes and a battery life of over 400 kilometers. Comments: Charging time and convenience are the points that limit the further improvement of electric vehicle permeability. If fast charging can be popularized in the second half of the year, the pure electric permeability is expected to be further improved.
9. Nastar and Zhongtai Chemical were included in the entity list by the US Department of Homeland Security.
Two A-share listed companies, Nastar and Zhongtai Chemical, announced that they were included in the entity list by the US Department of Homeland Security. The two companies said that they are currently comprehensively evaluating the potential impact of this incident on the company and will actively communicate with relevant departments to do a good job.
10. Financing 80 billion Two Big Macs are coming! Hua Hong Hongli and Syngenta welcome the new progress of A-share IPO.
On June 6th, the CSRC approved the IPO registration of Hua Hong Hongli science and technology innovation board. Huahong Hongli plans to raise 18 billion yuan, which will become the third largest IPO in the history of science and technology innovation board. On June 9, the Shanghai Stock Exchange announced that the launch of Syngenta’s main board would be held on June 16 (Friday). Syngenta plans to raise 65 billion yuan, which will become the largest IPO of A shares in the past 13 years.
External disk review
Last week, the Dow rose 0.34%; The S&P 500 index rose by 0.39%, which was the fourth consecutive week. The Nasdaq rose by 0.14%, which was the seventh consecutive week, the longest consecutive week for more than three years. Tesla closed up nearly 4.1% last Friday, closing up for 11 consecutive trading days, hitting a new high since October 4 last year.
Last week, American oil fell 2.2%, cloth oil fell 1.8%, and fell for two weeks after two weeks of continuous rise. European natural gas rose for three days in a row. With Friday’s surge, it recorded a double-digit cumulative increase for the whole week, reversing the trend of falling for nine weeks in a row.
Market strategy
Last Friday, the stock indexes rebounded and closed up across the board. Judging from the SSE 50 index, there is another rise after the retracement, and then there are two possibilities. One is to break through the previous high and get out of the zigzag, with the goal of covering the gap above; The other is to take a triangle without going forward. Judging from the Shanghai Composite Index, it has fluctuated for 12 days since May 24, approaching the Fibonacci time window of 13 days, and it may still fluctuate on Monday. From Tuesday, we should pay attention to whether there will be a change.
Theme nuggets
Offshore wind power:According to the news of China Three Gorges electronic procurement platform, the bidding for submarine cable procurement of Jiangsu Dafeng 800MW offshore wind power project started. This tender is for the procurement of 35kV collecting line submarine cable and 220kV sending submarine cable for Jiangsu Dafeng 800MW offshore wind power project.
Target: Haili Wind Power (301155) and Taisheng Wind Power (300129)
Brokerage IT:Recently, the Securities Industry Association of China issued the "Three-year Upgrade Plan for Network and Information Security of Securities Companies (2023-2025)", explicitly encouraging qualified brokers to actively promote the construction of a new generation of core systems and carry out the transformation and upgrading of the technical architecture of core systems according to different customer groups. Actively transform from centralized proprietary technology architecture to distributed, low-latency and open technology architecture, which has the characteristics of high availability, high performance, low delay, easy expansion and loose coupling.
Subject matter: Jinzheng shares (600446), Hang Seng Electronics (600570)
Huawei:According to media reports, according to the latest news from people in the industrial chain, Huawei has recently raised its mobile phone shipment target to 40 million units in 2023, which is significantly higher than the target of 30 million units set at the beginning of the year. It is reported that this shipment target increase is mainly based on the strong market performance of P60 series and Mate X3, and Huawei’s supply chain has also been restored accordingly. According to people in the industrial chain, this means that Huawei has confidence in the company’s mobile phone shipment market in 2023. It is worth noting that Huawei has also become the only mobile phone manufacturer that has raised its shipment target. Apple and other major mobile phone manufacturers basically cut orders.
Target: Lihexing (301013), Dafu Technology (300134)
Announcement selection
[Important matters]
Changchun High-tech 000661: At present, the specific implementation document of Zhejiang centralized purchasing policy has not been officially issued.
Nastar 002180 and Zhongtai Chemical 002092: included in the entity list by the US Department of Homeland Security.
World Games Circuit 603920: It is not engaged in the production of electronic terminal products such as "Humanoid Robot 300024" and "AI Server".
Hailier 603639: The bank account planned to pay dividends is temporarily frozen.
Huamin Co., Ltd. 300345: The subsidiary plans to invest in the construction of high-efficiency N-type monocrystalline silicon rods and wafers, with an estimated total investment of 4 billion yuan.
Songfa Co., Ltd. 603268: It is planned to acquire the controlling stake of Anhui Livneng, a lithium battery enterprise.
Fangyuan shares 688148: It is planned to raise 1.886 billion yuan to invest in battery-grade lithium carbonate and other projects.
*ST Qixin 002781: It is expected that the last trading day will be July 4th when entering the delisting consolidation period.
Roman shares 605289 clarified that Shanghai Horowitz had little impact on the company’s overall operating performance.
Huayu Software 300271: Received from the company and actual controller criminal judgment.
Star Network Yuda 002829: The pre-bid amount of a certain task equipment is 318 million yuan.
Fangda Group 00055: Its subsidiary won the bid and signed several subway screen door projects.
Gaoce Co., Ltd. 688556: cooperated with Yingfa Ruineng in the field of monocrystalline silicon rod slicing.
Feilong Co., Ltd. 002536: After receiving the fixed-point notice of energy storage project, the estimated sales income is nearly 200 million yuan.
[Performance Express]
Yisheng shares 002458: In May, the sales revenue of white feather broiler seedlings increased by 58.85% year-on-year.
[Increase or decrease holding]
Swan 603029: Shandong Supply and Marketing Capital Company intends to reduce its shareholding by no more than 1.98%.
Trading tips
[subscription of new shares]
1. Zhiou Technology (GEM)
Purchase code: 301376
Issue price: 24.66
Issue price-earnings ratio: 39.58
Subscription rating: suggested subscription.
2. National Science and Military Industry (science and technology innovation board)
Purchase code: 787543
Issue price: 43.67
Issue price-earnings ratio: 63.25
Subscription rating: suggested subscription.
[Purchase of convertible bonds]
Shanhe Convertible Bonds, National Power Convertible Bonds and Hengbang Convertible Bonds
[Convertible bond trading tips]
Modern convertible bonds redemption, entering the last trading day
[Suspension of resumption of trading]
*ST Huayuan: Withdraw delisting risk warning and other risk warnings, and suspend trading for one day on the 12th.
[Restrict sales and lift the ban]
More aluminum alloy parts analysis of the new BYD Tang chassis
[Chassis Analysis] The new generation has no need to edit me. Once it appeared, it received numerous praises. The "Dragon Face" family design language and the large rotating central control touch screen can make a beautiful turnaround. But now, the editor wants you to know the brand-new Tang from another angle, that is "skirt bottom".
The new generation of BYD Tang has undergone earth-shaking changes in appearance and interior. Everyone knows the level of this value. Now, let’s bend down and see if Tang’s chassis will be pleasantly surprised.
Anterior structure
Like the previous generation BYD Tang, the new car still uses the front suspension structure, and the overall layout has not changed much, but the material has been greatly upgraded, that is, the lower control arm and steering knuckle have all been replaced with aluminum alloy, which has certain advantages in weight compared with the previous stamped steel plate and cast iron materials.
In addition to Tang, DM, Qin 100 plug-in hybrid cars, Qin EV and Song EV300 electric cars are now equipped with different aluminum alloy suspensions. In addition, the Qin 100 model with aluminum alloy suspension was put into the CRC China Rally Championship after the upgrade. After the test of the harsh environment of rally, this new suspension component should still be very trustworthy.
Rear suspension structure
The front suspension upgrades the material of the suspension components, so what about the rear suspension? Don’t worry, BYD will never favour one over the other. In fact, in the previous generation of Tang models, BYD had already used the front lower control arm and trailing arm made of aluminum alloy, while in the new generation of Tang models, aluminum alloy was used more.
The overall layout of the rear suspension also follows the previous generation of Tang models, both of which are suspension forms. However, in addition to the use of aluminum alloy for the lower control arm and trailing arm, the material of the rear steering knuckle has also been upgraded to aluminum alloy.
Other details
Summary:
The new generation of Tang is not only eye-catching in appearance and interior, but also greatly upgraded in chassis material, especially the use of more expensive aluminum alloy suspension parts and aluminum alloy materials; Not only that, in some details of the chassis, the second generation of the Tang Dynasty has also been optimized, and the protection of the chassis is more thoughtful. (Text/car home Guo Fengshe/car home Auto Show Reporting Team)
Huawei Yu Chengdong： The NCA smart driving function in the urban area of the M5 smart driving version will be opened in five cities including Shanghai and Guangzhou.
Securities Times E Company News, on the evening of June 28th, Yu Chengdong, CEO of Huawei smart car solution BU, revealed through his personal Weibo that the M5 Smart Driving Edition was the first to carry HUAWEI ADS 2.0 advanced smart driving solution. After the OTA upgrade in July, the intelligent driving function of urban NCA will be opened in five cities of Shanghai, Guangzhou, Shenzhen, Chongqing and Hangzhou. In the third quarter of this year, the urban NCA that does not rely on high-precision maps will land in 15 cities and will increase to 45 cities in the fourth quarter.
No map, high-level intelligent driving can be opened all over the country! Huawei GOD Network 2.0 debuted： more like a human driver.
Fast Technology reported on January 13 that Huawei’s advanced intelligent driving map-free version will be officially pushed to users years ago, and it has entered the public beta stage, which is inseparable from it.Huawei self-developed GOD network.Support.
Last year, with the launch of M5 Smart Drive Edition, Huawei pioneered the GOD network (full name General Obstacle Detection,Universal obstacle detection)。
Even if the obstacle ahead is out of BEV’s white list, with the help of GOD network, the intelligent driving system can still identify and avoid it, and make full use of the detection ability of lidar to easily obtain spatial information.
According to the official of HarmonyOS Zhixing, with the systematic evolution of Huawei ADS 2.0, the capabilities of GOD network are also improving, which has evolved from the previous version 1.0 to version 2.0.
The specific difference is that,1.0 is to solve the safety problem, while 2.0 can improve the efficiency of intelligent driving and enhance the driving experience under the premise of ensuring safety, more like an old driver.
It is reported that human drivers have a powerful skill, that is, accumulated experience, and their judgment and cognition of obstacles are random. For example, the branches on the roadside protrude into the road, and the driver thinks that there will be no collision risk, so he will not make a detour to avoid obstacles or stop.
GOD 1.0 is based on GOD 1.0, which identifies richer semantic information of obstacles. When the branches facing the roadside protrude into the road, the system will not judge them as "alien obstacles".Therefore, the vehicle will pass normally..
Such an example also exists in intelligent parking. If there are branches and leaves of green plants sticking out around the parking space, GOD 2.0 will also guide the vehicle to continue parking, so that parking can be smoother and parking space can be used more effectively.
Not only that, the arrival of GOD 2.0 has also improved the perception ability of the intelligent driving system, and also helped improve the road planning ability of the intelligent driving system, making the intelligent driving show more "anthropomorphic" characteristics.
For example, keep a certain distance on the expressway to prevent collision.When you are in a congested road section, take the initiative to reduce the distance between cars and follow the car more smoothly without leaving the opportunity for the next car to jam."Let’s go, let’s go, don’t let it go", more like an old human driver.
The ticket purchase strategy of the 5th Hainan Island International Film Festival is coming.
Sea and sky scene, light and shadow surging. The 5th Hainan Island International Film Festival will be officially invoiced at 18: 00 on December 14th in cooperation with Maoyan Entertainment, the official exclusive online ticketing service platform.
The ticket purchase strategy is as follows, please pay attention to the official ticket purchase platform in time!
Source: HIIFF Hainan Island International Film Festival
A Weibo 50,000 Shandong Men’s Basketball Association published inappropriate information and was reduced by 50,000 yuan.
Live broadcast on August 4 th CBA officially announced that Shandong Expressway Club released inappropriate information through the official social media platform, giving it a penalty of 50,000 yuan for reducing the league expenses of the club.
The official announcement of CBA is as follows:
CBA clubs:
On July 31, 2023, China Basketball Association (Beijing) Sports Co., Ltd. (hereinafter referred to as "CBA Company") punished the violations related to the Yumin Station competition of the 2023 CBA Summer League.Shandong Expressway Club released inappropriate information through the official social media platform, which had a negative impact on CBA league.
In order to enforce the league discipline, according to the provisions of Article 86 of Chapter VII of the Disciplinary Guidelines for Chinese Men’s Basketball Professional League (hereinafter referred to as the Disciplinary Guidelines),Shandong Expressway Club was fined 50,000 yuan for reducing the league expenses of the club.
Here, CBA Company requires Shandong Expressway Club to do its own education and rectification work on the above issues, put an end to behaviors that are detrimental to the league and sportsmanship, and maintain the image of China basketball and CBA league.
I am writing to inform you.
On the evening of July 31st, CBA officially announced the punishment for the conflict between Shandong and Xinjiang Summer League. Yu Dehao and Jia Cheng were suspended for one game and fined 20,000 yuan, while Gao Shiyan was fined 10,000 yuan.
After the ticket was issued, Weibo, the official of Shandong Men’s Basketball Team, released a dynamic statement, saying that the club decided to impose internal penalties on Gao Shiyan and Jia Cheng, and one person was fined 100,000 yuan; After that, this Weibo dynamic was deleted.