Today's Guide

○ Central Document No.1 Released Effectively and Effectively Promote Comprehensive Rural Revitalization

○ Carbon emission trading management regulations announced to help carbon reach peak carbon neutrality

○ Legislation regulation EU representatives unanimously support the Artificial Intelligence Bill

[CSI Headline]

Central Document No. 1 issued to effectively promote the comprehensive revitalization of rural areas

The Central Committee of the Communist Party of China and the State Council issued opinions on learning and applying the experience of the "Thousand Village Demonstration and Ten Thousand Village Renovation" project to effectively promote the comprehensive revitalization of the countryside. Among them, it is proposed to promote a new round of 100 billion catties of grain production capacity to enhance action. Strengthen the construction of emergency supply bases for "vegetable basket" products and optimize the regulation and control mechanism of pig production capacity. Promote the implementation of agricultural modernization to enhance action, strengthen agricultural science and technology support. Accelerate the promotion of seed industry revitalization action, speed up the selection and promotion of production of urgently needed independent fine varieties. Vigorously implement the action of making up the short board of agricultural machinery and equipment. Implementation of high-quality development projects for rural e-commerce and so on.

Comment: To promote Chinese-style modernization, we must unremittingly consolidate the agricultural foundation and promote the comprehensive revitalization of the countryside. Agriculture is the foundation of the national economy, and the rural economy is an important part of the modern economic system. Rural revitalization, industrial prosperity is the focus. Implementing the strategy of rural revitalization, deepening the structural reform of the agricultural supply side, building a modern agricultural industrial system, production system, and management system, and realizing the deep integration and development of the primary, secondary and tertiary industries in rural areas will help promote agriculture from increasing production to improving quality, enhance China's agricultural innovation and competitiveness, and lay a solid foundation for the construction of a modern economic system. A- share related concept stocks are mainly Wen's shares (300498), Beidahuang (600598) and so on.

[CSI Focus]

Interim Regulations on Carbon Emission Trading Management Announced

Helps carbon reach peak carbon neutrality

Premier Li Qiang of the State Council recently signed a decree of the State Council, promulgating the interim regulations on the Administration of carbon emissions Trading, which will come into force on May 1, 2024. The Regulations establish a basic institutional framework for the management of carbon emissions trading. Clarify the legal status and responsibilities of national carbon emission rights registration institutions and trading institutions, the coverage of carbon emission rights trading, as well as trading products, trading subjects and trading methods, the determination of key emission units, the allocation of carbon emission quotas, the preparation and verification of annual greenhouse gas emission reports, as well as the settlement of carbon emission quotas and market transactions.

Comment: Carbon emissions trading is an important policy tool to control and reduce greenhouse gas emissions such as carbon dioxide through market mechanisms, and to help actively and steadily promote carbon neutrality. The implementation of carbon emissions trading can effectively curb greenhouse gas emissions, enable enterprises to achieve energy conservation and emission reduction, and enhance the ability of enterprises to reduce carbon emissions. The current environmental protection standards require enterprises to reduce carbon emissions, while carbon emission trading can enable enterprises to continuously explore and improve their technical capabilities to achieve energy conservation and emission reduction and maintain sustainable economic development. A- share related concept stocks are mainly Longyuan Power (001289), Juhua shares (600160) and so on.

[Highlights]

○ On February 4, Yi Huiman, Secretary of the Party Committee and Chairman of the China Securities Regulatory Commission, presided over a party committee meeting to convey, study and implement the spirit of relevant meetings of the State Council, and deploy work to maintain the stability of the capital market. The meeting proposed to strictly control the entrance of listed companies, increase delisting efforts, and vigorously improve the quality of listed companies. Encourage and support various investment institutions to increase counter-cyclical layout and guide more medium-and long-term funds into the market. Actively work with relevant parties to make greater efforts to coordinate the implementation of various measures to stabilize the market, stabilize expectations, stabilize confidence, and resolutely prevent abnormal market fluctuations.

○ Premier Li Qiang of the State Council presided over an executive meeting of the State Council on February 2 to study the work related to further optimizing the business environment.

○ Premier Li Qiang of the State Council recently signed a decree of the State Council promulgating the "Regulations on Coal Mine Safety Production", which will come into force on May 1, 2024.

○ The State-owned Assets Supervision and Administration Commission of the State Council recently deployed investment work in 2024 to promote state-owned central enterprises to focus on their main responsibilities, develop the real economy, actively expand effective investment and optimize the investment layout structure, of which accelerating the layout and cultivating new quality productivity is one of the key points.

○ In order to guide the compliance of brain-computer interface research and promote the healthy and orderly development of this field, the Artificial Intelligence Ethics Sub-Committee of the National Science and Technology Ethics Committee has compiled the Ethical Guidelines for Brain-computer Interface Research.

○ Shenzhen Stock Exchange invited 12 representative companies in Shenzhen to have a discussion and exchange on February 1, and officially launched the special action of "double improvement of quality return.

○ The National Development and Reform Commission, the National Bureau of Statistics, and the National Energy Administration issued a notice on strengthening the connection between green power certificates and energy conservation and carbon reduction policies to vigorously promote non-fossil energy consumption, which proposed that the implementation of non-fossil energy should not be included in the total energy consumption And intensity regulation.

○ The International Telecommunication Union Standards Department (ITU-T) officially released the international standards for the framework and technical requirements of the in-vehicle multimedia applet developed by Tencent. It is reported that this is the world's first international standard for in-vehicle applets developed by a Chinese company, aiming to provide solutions to issues such as device interconnection, data exchange and service sharing in the automotive industry.

○ The reporter learned from Huazhong University of Science and Technology that the team of Professor Xia Baoyu from the School of Chemistry and Chemical Engineering of the school uses recycled waste batteries to convert carbon dioxide into formic acid with high economic value.

○ Reporters learned from several dealers that Avida's "special supply" AI chip H20 terminal products for China have been accepted for reservation.

[birth perspective]

Legislative regulation EU delegates unanimously support the Artificial Intelligence Bill

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Representatives of the 27 EU countries voted unanimously in favor of the text of the Artificial Intelligence Act on February 2, marking an important step towards the EU's legislative regulation of artificial intelligence. EU Internal Market Commissioner Thierry Bredon posted on social media that the 27 countries unanimously supported the bill, indicating that they recognized that "negotiators have found the perfect balance between innovation and security". The AI Bill still needs to be submitted to the European Parliament for approval. If approved, the relevant rules will be implemented in stages, with some prohibitive rules coming into effect six months after the law is passed, and some rules related to general AI models will apply from 2025.

Comment: As artificial intelligence accelerates the empowerment of thousands of industries, security governance issues are further expanded, and the development of an artificial intelligence risk management framework will be the focus of the next step in the work of relevant departments in various countries. A- share related concept stocks are mainly Shenzhou Taiyue (300002), Wanxing Technology (300624) and so on.

[Company Trends]

the controlling shareholder of shiming technology (300522) will be changed to Jiangsu fenghui new energy development co., ltd, and the actual controller will be changed to Lu Yong.

○ Yishitong (688733) plans to invest 0.654 billion yuan in the construction of a 20000-ton high-purity quartz sand project. After the completion of this project, the mass production of high-end high-purity quartz sand can be realized through synthetic technology, get rid of the dependence on scarce high-quality ore resources, and continue to meet the raw material supply demand of photovoltaic quartz crucible inner sand, semiconductor quartz vessels and pipes.

○ Giant Network (002558) officially completed the filing of the game AI model GiantGPT on February 2. From now on, the relevant services GiantGPT by the giant network AI model can be officially launched.

○ Kaiin Technology (688687) intends to issue shares to specific targets through simplified procedures to raise a total of no more than 0.3 billion yuan, which will be used for the construction of antibody production bases.

○ Xueda Education (000526) plans to acquire 70% equity of Zhuhai Longda, indirectly holding the rights and interests of the organizers of the two vocational schools.

○ Hangjin Technology (000818) plans to buy back shares of 0.3 billion -0.4 billion yuan Company.

○ Enjie shares (002812) plans to buy back shares at 0.1 billion -0.2 billion yuan.

○ Credit Testing Standard (300938) plans to buy back shares at 0.1 billion -0.2 billion yuan.

○ Chairman of Wet Liquor (600702) proposed to buy back shares at 0.1 billion -0.2 billion yuan.

○ Shunlu Electronics (002138) plans to buy back shares at 0.1 billion -0.15 billion yuan.

Chairman of Sanyi Heavy Energy (688349) proposed to increase the amount of shares repurchased to 0.3 billion -0.5 billion yuan.

○ Shanshan shares (600884) plans to buy back shares from 0.25 billion yuan to 0.5 billion yuan.

○ Juewei Food (603517) plans to buy back shares from 0.2 billion yuan to 0.3 billion yuan.

○ Tongfang shares (600100) indirect controlling shareholders and their concerted parties intend to increase their shares in the company by no more than 0.5 billion yuan.

○ Shangluo Electronics (300975) said on the interactive platform on February 2 that according to the company's understanding, the Yiweite Airlines prototype is undergoing pre-flight testing as planned and will make its first flight in the near future.

○ Funeng Technology (688567) recently said in a survey by the reception organization that the company's sodium battery products had been loaded by the end of 2023. It is expected that the second generation of sodium battery products will be launched in 2024, the performance will be further improved, and the cost can be in line with the lower price of lithium carbonate.

○ Aerospace Electric (002025) with an annual output of 1.53 million new infrastructure optical module industrialization project officially put into operation.

○ Xintai Wheel, a subsidiary of Lizhong Group (300428), recently received a fixed-point contract for an international automobile manufacturer's aluminum alloy wheel project. Xintai Wheel has been identified as the fixed-point unit of the project. The project has a life cycle of four years and the total sales volume is about 1.94 billion yuan.

○ Pingzhi Information (300571) won the bid in advance for the procurement project of computing power equipment of China Mobile Intelligent Computing Center (Nanjing).

[Money Watch]

○ Northbound funds Feb. 2 net purchase of $2.36 billion. Zijin Mining, BYD and China Merchants Bank bought 0.144 billion yuan, 0.123 billion yuan and 0.107 billion yuan respectively. WuXi AppTec's net sales topped the list at $0.575 billion.

○ China TV Media (600088) staged a sky floor on February 2. According to data from the Dragon and Tiger List, the Shanghai Stock Connect dedicated seats bought 25.5401 million yuan, the largest selling seat Guoyuan Securities Shanghai Xietu Road Securities Sales Department sold 49.0892 million yuan, and the second largest selling seat was Galaxy Securities Beijing Zhongguancun Street Securities Sales Department, sold 27.731 million yuan.