Selected Contents Of Morning News On August 17, 2020

China business intelligence network news: August 17, morning news highlights:

Macro news:

1. On August 14, the Shenzhen Stock Exchange officially announced that it planned to organize the first batch of enterprises to be listed on the gem registration system on August 24, and all stocks on the gem would be subject to a 20% up and down mechanism.

2. In order to implement the spirit of General Secretary Xi Jinping's important instructions, online consultation has been carried out on the preparation of the 14th five year plan since August 16. At present, the Central Committee of the Communist Party of China is organizing the formulation of economic and social development planning proposals for the period of the 14th five year plan.

Industry news:

1. Hainan free trade port has released the overall plan of smart Hainan. The plan proposes that by the end of 2021, the framework system of smart Hainan will be basically established, key infrastructure and core platform will be initially completed, new infrastructure and international communication construction represented by 5g and Internet of things will make initial breakthroughs, digital twin cities will cover key areas, application pilot will achieve results, and governance model of virtual reality integration will be achieved Hainan is ready to build a smart operation mechanism.

2. On August 14, the China Securities Regulatory Commission (CSRC) solicited public opinions on the "Regulations on the management of securities companies renting third-party network platforms to carry out securities business activities", guided the orderly innovation of industry institutions, clarified the cooperation boundary between securities companies and third-party institutions, and established a risk prevention mechanism adapted to the characteristics of the Internet.

3. The central bank issued the report on RMB internationalization in 2020, which will continue to promote the opening of domestic financial market and the interconnection of infrastructure in the future.

4. Xin Guobin, Vice Minister of the Ministry of industry and information technology, said in an interview that efforts will be made to expand effective demand in the second half of the year. Efforts should be made to stabilize traditional large-scale consumption such as automobiles, accelerate the replacement of new energy vehicles in public areas such as urban public transportation, logistics and distribution, and carry out activities of new energy vehicles going to the countryside on the basis of extending the subsidy policy for the purchase of new energy vehicles. We will accelerate the development of new consumer formats and promote the deep integration of the Internet and various consumer formats. We will actively expand effective investment, accelerate the implementation of major manufacturing projects, and accelerate the construction of new infrastructure such as 5g.

5. The general office of the State Council's "opinions on further stabilizing foreign trade and foreign investment" puts forward that the export enterprises of labor-intensive products such as textiles, clothing, furniture, shoes and boots, plastic products, bags, toys, stone materials, agricultural products, consumer electronics products, etc., should implement various preferential policies, such as tax reduction and fee reduction, export credit, export credit guarantee, employment stability, electricity and water use On the basis of policy, we will further increase support.

6. With the support of the Ministry of industry and information technology and other competent departments, recently, xiong'an, Inner Mongolia, Hainan and other places have started the construction of 5g smart grid. In this year, the market scale of China's smart grid industry is expected to reach 80 billion yuan, bringing development opportunities for many listed companies in the industry chain.

7. U.S. President trump signed an executive order on the 14th, requiring byte jump to sell or divest its tiktok business in the United States within 90 days. CNBC also said the new administrative order bought time for byte hopping to finalize a possible deal.

8. This week, 500 billion yuan of reverse repurchase funds will be due in the open market of the central bank. On August 20, there will be another 50 billion yuan due in one month.

9. Data show that this week, a total of 33 companies have been lifted the ban on restricted shares, with a market value of 441.8 billion yuan, down 26.7% month on month.

10. At present, digital RMB has basically completed the top-level design, standard formulation, function research and development, joint commissioning and testing, and will conduct internal closed pilot tests in Shenzhen, Suzhou, xiong'an new area, Chengdu and the future Winter Olympics scene. In other words, if it goes well, Beijing's 2022 Winter Olympics may also be able to "catch a glimpse of its beauty.".

11. In April this year, the price of LCD panel reached the low point of the year. However, since the end of May, the price of LCD panel began to recover gradually. Among them, the price of 32 inch and 43 inch panel increased the most, with an average increase of about 20%. At present, the price rise is still continuing.

12. China Securities Regulatory Commission approved and issued IPO approval documents of 6 enterprises including Huafeng aluminum, Haoyue, Zhonggu, Ruihu mold, Youcai resources and Tianhe agricultural materials, but did not disclose the amount of fund-raising.

Company news:

1. This week, 14 new shares will be applied for A-share, including 8 new shares on the science and technology innovation board, 2 new shares on the main board of Shanghai stock market, 1 new stock on the small and medium-sized board, and 3 new shares on the growth enterprise market. According to the calculation of time, the three gem registered new shares will not be listed in the first batch.

2. Ant group officially entered the counseling period, CICC and CSCI served as the guidance agencies for A-share IPO listing of ant group. The shareholders holding more than 5% of ant's shares are Hangzhou Junhan equity investment partnership, Hangzhou junao equity investment partnership and Alibaba group. A month ago, ant group announced the launch of a + H shares synchronous listing plan.

3. From the perspective of the market value of RMB 385 million, the market value of RMB 385 million before the spring ban was lifted (RMB 0.683 billion). From the perspective of the proportion of lifting the ban, the top three are: China Publishing (78%), eloda (57.09%) and QinGang (55.56%).

4. Xiamen port will be incorporated into the provincial port group, and the actual controller will be changed to SASAC.

5. * ST Yida announced that a shares and B shares of the company will resume trading on the Shanghai Stock Exchange on the 17th. There is no price limit on the first day of resumption of listing.

6. Xiwang food invested 1.492 billion yuan to build a 300000 ton corn germ oil project.

7. ZTE plans to buy back the company's shares with RMB 100 million to RMB 120 million for the implementation of the company's employee stock ownership plan or equity incentive.

8. From August 13 to 14, Qin'an stock gained 54.63 million yuan from partial closing of futures contracts, realizing investment income of about 585 million yuan in less than four months, which is 2.4 times of the company's accumulated net profit since its listing.

9. Guolian shares 5.0776% of the shareholders, small and medium-sized enterprise development fund plans to clear positions and reduce holdings.

10. Guosheng financial holding announced that the controlling shareholder received the notice of investigation from China Securities Regulatory Commission for suspected illegal information disclosure.

11. Shanghai Xinyang plans to raise no more than 1.5 billion yuan for high-end photoresist R & D and industrialization projects for IC manufacturing.

Global market:

Shares of iqiyi fell more than 11% on Friday

On Friday, European and American stock markets were mixed, with British and French stocks down more than 1.5%; Dow rose slightly, while NASDAQ and S & P fell slightly; iqiyi's share price fell by more than 11%; international gold price fell by more than 1%, and silver futures fell by nearly 6%.

2、 [investment opportunity reference]

1. [China's first new crown vaccine patent approved]

According to the State Intellectual Property Office, the patent application for the new crown vaccine (Ad5 ncov vaccine) jointly applied by Chen Wei, academician team of Academy of military medicine, Academy of Military Sciences and kangxinuo biology has been granted the patent right, which is the first patent of new crown vaccine in China. The patent was applied for on March 18 and granted on August 11 this year.

Recently, the "Sino Russian cooperation new crown epidemic prevention and control academic exchange conference" was held in the main venue of the International Conference Center in the university town of Guangdong Pharmaceutical University. Among them, Zhong Shan, a member of the Chinese Academy of medicine, said that the mortality rate was about 1.7%, especially in the aspect of Chinese medicine. He also noted the recent news that the research and development of vaccines in Russia has made rapid progress. He said that China and Russia have plans to jointly carry out clinical trials of vaccines.

Among the relevant listed companies, kangxinuo (688185) pushed China's first new type of coronavirus vaccine into clinical trials, and took the lead in completing phase I and phase II clinical trials in the world. Fosun Pharmaceutical industry, a subsidiary of Fosun Pharmaceutical (600196), signed a license agreement with biontech, which authorized Fosun Pharmaceutical industry to develop and commercialize vaccine products for coved-19 based on its exclusive mRNA technology platform in the region.

2. [Apple's new patent exposure application scene penetrates from education and medical care to vehicle mounted and other fields]

Recently, the U.S. patent and Trademark Office (USPTO) has released an extended patent application from apple. The patent involves VR headphones for autonomous vehicles, which are designed to provide drivers with entertainment, work and virtual conference experiences. Apple pointed out in the patent documents that the car windows are unsafe and increase the cost. By providing a virtual view of the real or simulated environment, VR system can reduce or eliminate the need for windows of autonomous vehicles, so that the engineering design of vehicles can use fewer or smaller windows, or do not need windows at all.

The penetration of VR and apple into the field of live broadcasting and Apple's medical industry has been accelerated. According to the prediction of CCID think tank, in the next four years, the growth rate of China's VR / AR market scale will remain above 60%, and by 2023, the domestic VR / AR market scale will reach 430 billion yuan.

In terms of uv-002, the company produces two-color prism and virtual optical system. Xiaopai technology, a joint-stock company of ofight (002456), produces pcvr head display equipment, accounting for 7.7% of China's VR market. It will mass produce 4K products, and will launch high-end 8kvr products in the near future.

3. [Ministry of industry and information technology solicits opinions on industrial Internet identification management measures, digital wave is coming]

According to the information from the Ministry of industry and information technology on August 14, in order to implement the State Council's "guidance on deepening the development of industrial Internet through" Internet + advanced manufacturing industry ", standardize the industrial Internet identification service, promote the development and application of industrial Internet logo, and promote the healthy development of industrial Internet, the Ministry of industry and information technology has organized the preparation of" industrial Internet identification management measures "（ Draft for comments).

In particular, the integration of 5g infrastructure and the Internet of things and other large-scale innovation projects, such as the Internet of things and the Internet of things, can be more and more widely applied in the fields of "infrastructure and Internet". 5g + cloud network integration will develop rapidly in the digital wave. Relying on China Mobile's powerful 5g network, data centers all over the city and ecological aggregation ability, it will provide a powerful engine for the digital transformation and upgrading of various industries.

Among the A-share listed companies, Nengke (603859) focuses on the development of Internet software for cloud service industry to deeply solve customer pain points and bring high-end value experience to customers. Dongtu Technology (300353) has a series of independent and controllable products such as intewell industrial Internet operating system / cloud platform, industrial server, industrial intelligent communication gateway, network switching equipment, etc.

4. [large scale integrated circuit fluorine-containing electronic gas localization industry has broad market space]

According to the state owned assets supervision and Administration Commission of the State Council, at present, the annual production capacity of high-purity carbon tetrafluoride and sulfur hexafluoride of Liming chemical research and Design Institute of China chemical industry can reach 2000 tons, and the price is equivalent to that of imported products, but the cost-effectiveness is high, which can completely replace the imported products.

Gas is the second largest consumable in wafer manufacturing. According to the market space of US $2 billion in 2019, the agency predicts that the market space of electronic gas in mainland China will be close to 30 billion yuan in 2022.

Among the relevant listed companies, the main products of feiyuan gas, a holding subsidiary of NANDA Optoelectronics (300346), include nitrogen trifluoride, sulfur hexafluoride, tungsten hexafluoride, carbon tetrafluoride, iodine pentafluoride, hexafluorobutadiene, octafluorocyclobutane, etc. As one of the main enterprises with complete intellectual property rights in the production of high-purity lithium fluoride and lithium hexafluorophosphate, it is one of the main enterprises with complete intellectual property rights in the production of high-purity lithium fluoride and lithium hexafluoride.

(source: CFA)