[Abstract]】Ministry of Commerce: It is promoting the introduction of guiding opinions to promote the high-quality development of the catering industry. Development and Reform Commission and Energy Bureau: Strengthen the power system stability under the new situation. Hangzhou adjusts and optimizes housing accumulation fund.Relevant policies. Lei Jun: Xiaomi Automobile is progressing very smoothly and will be officially listed in the first half of next year. AITO Auto clarified that "Huawei will fully take over the cross-border sales system" is false news. Shenzhen: Increase the support for employees of families with many children to withdraw the rental provident fund.It is rumored that the company is a "Kunpeng" concept stock, which is suspected of market speculation. The three major US stock indexes fell across the board, with the Nasdaq down 2.43%.Plan to invest in the United StatesMaterials project, with a total investment of over $2.3 billion. Ant’s capital increase to 23 billion yuan was approved.A total of 13.
Overnight outer disk
The three major US stock indexes fell across the board. At the close, the S&P 500 index fell 1.43% to 4,186.77 points. The Dow fell 0.32% to 33,035.93 points; The Nasdaq fell 2.43% to 12,821.22 points. Most large technology stocks fell,Down 1.35%,Down 5.58%,Down 0.6%, Facebook down 4.17%,It rose by 3.07% and Google fell by 9.51%.
Europe’s three major indexes rose across the board. At the close, Britain’s FTSE 100 index rose 0.33%, France’s CAC40 index rose 0.31%, and Germany’s DAX30 index rose 0.08%.
Hot spot focusing
1. Ministry of Commerce: It is promoting the introduction of guiding opinions to promote the high-quality development of the catering industry.
Zhu Guangyao, head of the Department of Service Trade and Business Services of the Ministry of Commerce, said at the press conference today that the Ministry of Commerce is promoting the introduction of guiding opinions to promote the high-quality development of the catering industry, and will accelerate the high-quality development of the catering industry from the aspects of improving service quality, innovating consumption scenarios, cultivating development momentum, promoting catering culture and promoting green and safe development. One of the important contents is to better serve the elderly.
2. Development and Reform Commission and Energy Bureau: Strengthen the power system stability under the new situation.
The National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) issued guiding opinions on strengthening the stability of power system under the new situation. The opinions mentioned that the reliable power generation capacity should meet the needs of power and electricity balance and leave a reasonable margin, so as to provide the system with sufficient peak shaving, frequency modulation, voltage regulation and damping support; Scientifically determine the voltage level of power supply connected to the power grid to realize effective support for power grids at all levels; Construct a multi-element and complementary comprehensive energy supply system. Enhance the support ability of conventional power supply regulation. Xinjian coalAll units have realized flexible manufacturing, and the flexibility transformation of active units should be completely changed, supporting the transformation of retired fire units into emergency standby and phase modulation functions, and continuously improving the network-related performance of units; Actively promote hydropower expansion in major river basins, cascade planning adjustment in river basins, etc., carry out water group transformation and capacity increase according to laws and regulations, and configure phase modulation function as needed for new hydropower units; Actively, safely and orderly develop nuclear power and strengthen the construction of self-power supply capacity of nuclear power bases; Appropriate layout of peak shaving gas and electricity under the premise of implementing gas source; Steady development of biomass power generation.
3, Hangzhou city to adjust and optimize the housing provident fund credit policies.
"Hangzhou Provident Fund Released" WeChat WeChat official account News, Hangzhou adjusted and optimized the relevant policies of housing provident fund credit. First, if there is no housing under the name of the employee’s family and there is no record of housing provident fund loans, the first suite policy will be implemented. Two, workers have a family name housing, or a housing provident fund loan records and the corresponding loans have been settled, the implementation of the second suite policy. Three, workers have two or more houses under the name of the family, or have two housing provident fund loan records, or outstanding housing provident fund loans, shall not apply for housing provident fund loans. 4. If the employee’s family purchases a house within the scope of housing purchase restriction and implements the first suite policy, the down payment ratio shall not be less than 25%; If the second suite policy is implemented, the down payment ratio shall not be less than 35%. 5. If the employee’s family purchases a house within the scope of non-housing purchase restriction and implements the first suite policy, the down payment ratio shall not be less than 20%; If the second suite policy is implemented, the down payment ratio shall not be less than 30%.
4. Lei Jun: Xiaomi Automobile is progressing very smoothly and will be officially listed in the first half of next year.
According to Lei Jun, Chairman and CEO of XiaomiIt is reported that Xiaomi Automobile is progressing very smoothly and will be officially listed in the first half of next year. Xiaomi 14 series will be the first stable version of Xiaomi 澎湃 OS.
5. AITO Auto: Huawei will take over the global sales system as false news.
AITO Automobile issued a clarification statement in the evening, saying that Wenjie Automobile has been loved and recognized by consumers since its listing. In order to provide consumers with a better sales and service experience, Huawei will further increase the construction of direct-operated stores. The report that Huawei will fully take over the cross-border sales system is false news.
sixShenzhen: Increase support for the withdrawal of housing provident fund for employees with many children.
The Shenzhen Housing and Construction Bureau issued the Notice of the Shenzhen Housing Provident Fund Management Committee on Relevant Matters Concerning the Rental Withdrawal of the Municipal Housing Provident Fund. The notice pointed out that employees and their family members do not own commercial housing, policy housing and affordable housing in this city, and employees who handle the rental withdrawal business can withdraw according to the maximum amount that should be paid in the month of application. For families with two or more children and at least one minor child, employees themselves and their family members do not own commercial housing, policy housing and affordable housing in this city, and if they apply for rental extraction business, they shall apply for housing lease in the municipal housing authority.For the record, after providing the rental contract and rental invoice, it can be extracted according to the actual monthly rent, and is not limited by the monthly deposit. Employees who rent public rental housing in this city can apply for rental extraction business, which can be extracted according to the actual monthly rent, and are not limited by the monthly deposit amount. The notice shall come into force on November 1, 2023 and be valid for one year.
7. There are 13 approved shareholders whose capital is increased to 23 billion yuan by Ant Financial.
On October 25th, it was approved by Chongqing Supervision Bureau of the State Financial Supervision and Administration Bureau to increase the registered capital of Chongqing Ant Consumer Finance Co., Ltd. (hereinafter referred to as Ant Financial) from 18.5 billion yuan to 23 billion yuan. After increasing the registered capital and adjusting the ownership structure this time, there are 13 ant shareholders.
Theme opportunity
1, two departments issued a document to promote.The installed capacity of construction is expected to increase steadily.
On October 25th, the National Development and Reform Commission and the National Energy Administration issued guidance on strengthening the power system stability under the new situation. It is mentioned that according to the demand of power system, all kinds of regulation resources should be coordinated and promoted according to local conditionsScientific configuration, the formation of multi-time-scale, multi-application scenarios of power regulation and stability control capabilities, improveOutput characteristics, optimize load curve, and support high proportion of delivery. Orderly construction, orderly promote the construction of qualified pumped storage power stations, explore the technical application of changing conventional hydropower into pumped storage power stations and hybrid pumped storage power stations, and the newly built pumped storage units should have the function of phase modulation.
Pumped storage power station has many functions, such as peak shaving, valley filling, etc. It is an important support for building a new energy system and realizing the goal of’ double carbon’, with flexible start and stop, fast response and strong peak shaving ability. With the development progress of conventional hydropower gradually slowing down, in order to meet the needs of new power system construction and large-scale and high-proportion development, the National Energy Administration issued the Medium-and Long-term Development Plan for Pumped Storage (2021-2035), which proposed that by 2025 and 2030, the installed capacity of pumped storage in China will reach 62/120GW respectively. By the end of 2022, the installed capacity of pumped storage in China has reached 167 million kilowatts, of which 45.79 million kilowatts have been built, accounting for 26.2% of the installed capacity of pumped storage in the world, ranking first in the world. With the rapid expansion of new energy, the installed capacity of pumped storage is expected to rise steadily, benefiting industrial chain companies. Related companies are、Wait.
2、China promotes the development of high-power power devices.The industry is improving
The National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) recently issued guidance on strengthening the stability of power system under the new situation, and proposed to develop electrical equipment to improve the stability of power system, such as large-capacity circuit breakers, high-power and high-performance power electronic devices, active support of new energy, and large-capacity flexible DC transmission. Promote the development of new technologies in the direction of high safety, high efficiency and active support; Improve the self-control level of power industrial control chips, basic software, key materials and components. Puyin International said that the fundamental cycle of power is close to the bottom, and the demand for new energy applications such as wind, light and vehicle storage provides a long-term market scale doubling space. Looking into the future, the growth rate of revenue side of China power industry has bottomed out, and it is expected to continue to improve in the second half of this year, while the profit side is expected to stabilize and form the bottom in the third and fourth quarters of this year. Related companies are、Wait.
three, open source HarmonyOSPCThe end operating system welcomes important progress, and the core ecological chain company is concerned.
According to media reports, the Orange Pi OS(OH) customized by Shenzhen Xunlong Software Co., Ltd. based on OpenHarmony will be released soon, which means that Xunlong software generals will take the lead in launching PC-side open source HarmonyOS system before Huawei and Shenkaihong. At present, Orange Pi OS (OH) mainly adapts to PCs supporting ARM architecture. Xunlong Software has set up a team focusing on the R&D and commercialization of open source HarmonyOS, and the next step is to adapt to PCs with X86 architecture.
HarmonyOS system is a highly decentralized operating system that spans multiple operating systems, devices and scenarios, and it can run seamlessly in different scenarios. Combine on the basis of it.、Processing technology, etc. Design and develop a technology-based enterprise level.Management system. Another striking feature of HarmonyOS system is cross-terminal migration. Various devices in the family, such as computers, mobile phones, televisions and watches, can run the same HarmonyOS system, thus realizing seamless information transmission and sharing.
By August 2023, the number of HarmonyOS Eco-devices has exceeded 700 million, and 2.2 million Harmony OS developers have invested in the development of the HarmonyOS world. With the breakthrough of related technologies, HarmonyOS is expected to build 100% home-made computers, including CPU, memory, hard disk, operating system and software. Related companies are、Wait.
Company news
1. It is rumored that the company is suspected of market speculation for the "Kunpeng" concept stock.
(300290) The transaction was released on the evening of October 25th.Recently, the company paid attention to the false information about the company rumored in the market, saying that the company had the expectation of asset injection with Hyperfusion, which was inconsistent with the facts; At the same time, calling the company a "Kunpeng" concept stock is suspected of market speculation.
2、: There is no business cooperation or contact with Changjiang Storage.
(603388) On the evening of October 25th, it issued a risk warning announcement on stock trading, saying that recently, the company was concerned about reports that the company was involved in "accepting the industrial chain".Recently, the company won the order of Changjiang Storage for 100 million yuan. Now, the relevant situation is as follows: Up to now, the company and its subsidiary Simi Electronics have not accepted the industrial chain research activities, and have not had any business cooperation or contact with Changjiang Storage Technology Co., Ltd. According to the semi-annual data in 2023, the company’s main business income contribution has not changed significantly.It accounts for 4.63% of the company’s total revenue, and the business accounts for a relatively small proportion.The impact is limited.
3、: The third quarter of 2023Year-on-year growth of 87%
(300735) The third quarterly report was released on the evening of October 25th. The revenue in the first three quarters was 3.454 billion yuan, up 14.36% year-on-year; The net profit was 238 million yuan, up 18.74% year-on-year; The basic earnings per share is 0.3106 yuan. Among them, the net profit in the third quarter was 112 million yuan, an increase of 87.17%. The company said that with the growth of orders, the company’s current capacity utilization rate has been at a high level. Since the third quarter, the company is actively purchasing equipment and recruiting employees to meet the increasing demand for orders in the future.
4、: 500 million yuan to 1 billion yuan.share
(002129) On the evening of October 25th, it was announced that it planned to buy back shares of RMB 500 million to RMB 1 billion at a price of RMB 34.15 per share (inclusive). The repurchased shares will be used at an appropriate time in the future.Or employee stock ownership plan. In addition, the company achieved a net profit attributable to shareholders of listed companies of 1.652 billion yuan in the third quarter, down 20.72% year-on-year (after adjustment).
5、: The chairman proposed to buy back the company’s shares from 15 million yuan to 30 million yuan.
(603232) On the evening of October 25th, Yang Wenshan, the chairman of the company, proposed that the company buy back the company’s shares at a price of 15 million yuan to 30 million yuan, and the repurchased shares are intended to be used for the employee stock ownership plan or.
6、: Received the fixed point of a domestic independent brand OEM project.
(603158) On the evening of October 25th, it was announced that the company had recently received a fixed-point notification letter from a domestic independent brand main engine factory, and the company became a supplier of thermal management air conditioning side integrated module for its new project. According to the customer’s plan, the project is expected to start mass production in March 2025, with a total life cycle of about 599 million yuan and a life cycle of about 5 years.
7、: The holding subsidiary received the bid-winning notice of the zero hydrocarbon ammonia project.
(300157) On the evening of October 25th, it was announced that Xinjinhua Machinery, a holding subsidiary, recently received the bid-winning notice from Yuanjing Zero Carbon Technology (Chifeng) Co., Ltd., and determined Xinjinhua Machinery as the winning bidder for the P1 phase of Yuanjing Zero Carbon 1.52 million tons/year zero hydrocarbon ammonia project (Phase I).
8、: The subsidiary signed a sales contract of 251 million yuan.
(300589) It was announced on the evening of October 25th that on October 25th, 2023, its subsidiary Aolong Boat Technology Co., Ltd. and Zhuhai Jiuzhou Marine Industry Investment Holding Co., Ltd. signed the "Jiuzhou No.1" Construction Contract for Zhuhai Jiuzhou Shenyuanhai Aquaculture Boat, with a contract amount of 251 million yuan, accounting for 36.85% of the company’s audited operating income in 2022. In addition, the company won the bid for the 2022 project of law enforcement boat construction of Zhejiang Ocean and Fisheries Law Enforcement Corps (600-ton fishery boat project), with the winning bid amount of 77.66 million yuan, accounting for 11.41% of the company’s audited operating income in 2022.
9、Sun Company plans to set up a joint venture company Guangzhou to build a comprehensive service demonstration base.
(002741) On the evening of October 25th, it was announced that Sandian Technology, a wholly-owned Sun Company, and Guangzhou Public Transport Group New Energy Development Co., Ltd. planned to jointly establish a joint venture company, Guangzhou Core Power Technology Co., Ltd., and Sandian Technology invested 8.575 million yuan, accounting for 49%. The joint venture company will build the first "comprehensive service demonstration base" in Guangzhou.
10. The total investment of the battery material project to be invested in the United States exceeds $2.3 billion.
(002074) On the evening of October 25th, it was announced that it planned to build a battery material project in Michigan, USA, and entrusted Guoxuan, a wholly-owned subsidiary of the company, to sign relevant agreements with the Michigan government and other third-party partners, with a total planned investment of 2.364 billion US dollars. This project aims to realize the local independent supply of core raw materials for new energy power and energy storage batteries in North America.