china securities journal, China Securities Network 2024-03-10 22:24

[CSI Focus]

Apple issued a folding screen patent covering a variety of innovative products

The U.S. Patent and Trademark Office has published a patent application from Apple. The application details the design blueprint of Apple's future folding screen products, covering a variety of innovative products such as iPhone and computer. In response to the patent application, Apple executives said in an interview: "after careful consideration, the company decided to release the first folding screen iPhone in 2026."

comments: according to CINNO Research industry statistics, the sales volume of folding screen smart phones in the Chinese market reached 6.8 million in 2023, up 140 percent year on year. It is estimated that in 2024, the sales volume of folding screen smart phones in the Chinese market will be 9.6 million, up 41% year on year. A- share related concept stocks are mainly Lixun Precision (002475), Changying Precision (300115) and so on.

[Highlights]

○ The 14th China International Energy Storage Conference held on March 10 released major research results such as the 2024 White Paper on the Development of China's New Energy Storage Industry and the 2024 White Paper on the Development of China's Compressed Air Energy Storage Industry.

○ China Nuclear Industry Institute of Physical and Chemical Engineering has successfully produced high-abundance gram-level ytterbium -176 isotope products, ending the long-term dependence on imports, which is an important breakthrough in the domestic nuclear drug industry chain.

○ The first plenary meeting of the Brain-Computer Interface Industry Alliance in 2024 will be held in Beijing on March 11. It is reported that the meeting will release the innovative achievements of the brain computer interface industry alliance and the consensus of Chinese experts on clinical research of brain computer interface for neurological diseases.

○ "Zhuhai City's Measures to Support the High-quality Development of Low-altitude Economy (Draft for Comment)" was released to support the opening of low-altitude manned routes.

[Company Trends]

○ Bailey Tianheng (688506) received a down payment of US $0.8 billion for the BL-B01D1 development and commercialization license agreement with Bristome Squibb. The Company expects the payment to have a positive impact on its 2024 results.

○ Jiugang Hongxing (600307) controlling shareholder Jiugang Group plans to increase its stake in the company at not less than 0.1 billion yuan.

○ Fenjiu Group, the controlling shareholder of Shanxi Fenjiu (600809), plans to increase its stake in the company at 0.1 billion -0.2 billion yuan.

the chairman of longbai group (002601) proposed that the company buy back shares at 0.1 billion -0.2 billion yuan.

○ Antai Technology (000969) said on the interactive platform that ultra-thin CVD diamond heat dissipation film is one of the company's key research and development product directions in the diamond field. At present, the company has established a CVD diamond laboratory in cooperation with many universities, and many CVD equipment are carrying out thin film growth experiments.

○ Zhongjing Electronics (002579) said on the interactive platform that customers in related fields of humanoid robots are still actively importing, and the current orders are in small quantities.

[Money Watch]

○ Northbound funds Net purchase of $6 billion on March 8. Sunshine Power Supply, Zijin Mining and Longji Green Energy received net purchases of 0.404 billion yuan, 0.246 billion yuan and 0.238 billion yuan respectively. Guizhou Maotai was the largest net sale, the amount of 0.657 billion yuan.

○ Guangxun Technology (002281) rose on March 8 with a turnover of 5.171 billion yuan. After-hours data show that Shenzhen Stock Exchange special seats bought 0.147 billion yuan and sold 0.26 billion yuan, while the three institutions sold 0.241 billion yuan.

○ Shanghai Electric Power Co., Ltd. (002463) rose on March 8, with a turnover of 2.711 billion yuan. After-hours data show that Shenzhen Stock Exchange special seats bought 0.174 billion yuan and sold 0.147 billion yuan, while four institutional special seats sold 0.178 billion yuan.

○ Tongfu Micro Electricity (002156) rose on March 8 with a turnover of 3.401 billion yuan. After-hours data show that Shenzhen Stock Connect special seats bought 0.272 billion yuan and sold 0.237 billion yuan, one institution special seats bought 46.0439 million yuan, and two institutions special seats sold 0.202 billion yuan.

[IPO]

○ Jundingda: the purchase code is 301538, the purchase price is 55.82 yuan/share, and the price-earnings ratio is 20.26 times. the company mainly deals in polymer modified protection materials.

xingdesheng: the purchase code is 732344, the purchase price is 19.18 yuan/share, and the price-earnings ratio is 20.44 times. the company is mainly engaged in micro-motors and related products.